Polycom Immersive Telepresence (ITP

Polycom Immersive Telepresence (ITP
Polycom® Immersive
Telepresence (ITP)
Administrator’s Guide
Software Version 3.0.3 | October 2011 | 3725-26945-005/A
Trademark Information
Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are
trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United
States and various other countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
© 2011 Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing
includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the
software contained within its products. The software is protected by United States copyright laws and international
treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound
recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
ii
About this Guide
The Polycom Immersive Telepresence (ITP) Administrator’s Guide is intended for
IT administrators, Polycom-authorized technicians, and Video Network
Operations Center (VNOC) conference producers who need to:
•
Upgrade the HDX® software and configure the System Controller
•
Load the Polycom Touch Control or Crestron Touch Panel software
•
Configure the System_Config.ini file
•
Install and use the Polycom Telepresence Tool
•
Pair the Polycom Touch Control with the HDX codec and the System
Controller
•
Configure the H.323 gatekeeper, SIP server, and global directory
•
Manage Favorites and the local directory
•
Enable TIP, user-initiated multipoint conferences, and DBA
•
Maintain the ITP rooms
The information in this guide can also be used by VNOC technical support and
Polycom-certified product installers of Polycom ITP solutions.
This guide covers the following ITP solutions: Polycom RealPresence™
Experience (RPX™) 400 Series and RPX 200 Series, Polycom Open
Telepresence Experience™ (OTX™) 300 and OTX 100, Polycom Telepresence
Experience® (TPX®) 306M and TPX 204M, and Polycom Architected
Telepresence Experience™ (ATX™).
If you are using the ATX Software Developer’s Kit (SDK), some of the functionality
described in this guide may not be available depending on which capabilities your
integrator chose to include.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Prerequisites
To perform the tasks in this guide, you should have prior knowledge and
experience with:
•
Polycom Immersive Telepresence solutions
•
Polycom HDX systems
In addition, depending on your configuration, you may also need to be
familiar with:
•
Polycom RMX® hardware models 2000 and higher with the Telepresence
option enabled (refer to the Polycom Immersive Telepresence Deployment
Guide for specific hardware model and software version compatibility)
•
Polycom Multipoint Layout Application (needed for use with the RMX
conference platform)
•
Polycom Converged Management Application™ (CMA®)
Related Documentation
For additional information, refer to these related Polycom documents:
•
ITP documentation: Polycom Immersive Telepresence Deployment Guide,
Polycom ITP User’s Guide, Polycom ITP Quick Reference, Polycom ATX 300
Integrator’s Guide, Polycom Multipoint Layout Application (MLA) User Guide,
Polycom Telepresence Solutions Network Requirements
•
HDX documentation: Administrator’s Guide for Polycom HDX Systems,
Installing Polycom HDX Software and Options
•
RMX documentation: Polycom RMX 1500/2000/4000 Administrator’s Guide
•
CMA documentation: Polycom CMA System Operations Guide, System
Administrator Guide for the Polycom Conferencing Add-in for Microsoft®
Outlook®, Polycom Unified Communications Deployment Guide for Microsoft
Environments, Polycom Unified Communications for Cisco® Environments
•
Release Notes: Polycom RPX HD 400 and 200 Series Release Notes, Polycom
OTX Systems Release Notes, Polycom TPX HD Release Notes, Polycom ATX
Release Notes, Polycom MLA Release Notes, Polycom HDX Systems Release
Notes, Polycom RMX 1500/2000/4000 Release Notes, Polycom CMA System
Release Notes
Many of the documents listed on this page, as well as additional Polycom
documents, are available at
http://www.polycom.com/support/video/index.html.
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Polycom, Inc.
Support
Support
For telepresence support or service, please call one of these numbers:
•
North America: 888-248-4143
•
EMEA: +44 1753 723020
•
APAC (Asia Pacific): +612 997 88098
Alternatively, you can access the Polycom Support Portal at
http://support.polycom.com.
Polycom, Inc.
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Polycom, Inc.
Contents
Contents
1
Configuring the HDX Codecs and the System Controller
Configuring the HDX Codecs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–1
Upgrading the Polycom HDX Software . . . . . . . . . . . . . . . . . . . . . . . . 1–1
Setting the Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3
Configuring the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–4
Connecting to the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–4
Configuring the LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8
Loading the System Controller Software . . . . . . . . . . . . . . . . . . . . . . . 1–9
Upgrading the System Controller Firmware . . . . . . . . . . . . . . . . . . . 1–11
Confirming the System Controller Firmware Version . . . . . . . . 1–11
Downloading the System Controller Firmware . . . . . . . . . . . . . 1–12
2
Loading the Polycom Touch Control or Crestron Touch Panel
Software
Loading the Polycom Touch Control Operating System and Software . 2–1
Loading the Crestron Touch Panel Software and Firmware . . . . . . . . . . . 2–2
Loading the Touch Panel Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Upgrading the Touch Panel Firmware . . . . . . . . . . . . . . . . . . . . . . . . . 2–4
Confirming the Touch Panel Firmware Version . . . . . . . . . . . . . . 2–4
Downloading the Touch Panel Firmware . . . . . . . . . . . . . . . . . . . 2–5
3
Configuring System Parameters with the System_Config.ini File
Editing the System_Config.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1
Downloading the System_Config.ini File onto the System Controller . . 3–5
Enabling Optional Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Selecting the Enhanced or the Classic User Interface . . . . . . . . . . . . . 3–6
Selecting the Video Format Preference . . . . . . . . . . . . . . . . . . . . . . . . . 3–7
Enabling the Document Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–8
Selecting the Document Camera or the PC as the Content Source . . 3–9
Adding a Label to the Auxiliary Content Button . . . . . . . . . . . . . . . . . 3–9
Viewing Content on the Displays When Not in a Call . . . . . . . . . . . 3–10
Enabling or Disabling the Lifts for the Tabletop Content Monitors 3–11
Automatically Lifting the Tabletop Content Monitors . . . . . . . . . . . 3–11
Disabling Dimming on TPX LG Displays . . . . . . . . . . . . . . . . . . . . . . 3–12
Enabling Close Up or Wide Shot Camera Views . . . . . . . . . . . . . . . . 3–12
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
4
Installing and Using the Polycom Telepresence Tool
Installing the Telepresence Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–1
Connecting to the Codecs with the Telepresence Tool . . . . . . . . . . . . . . . 4–2
Configuring the Codecs with the Telepresence Tool . . . . . . . . . . . . . . . . . 4–7
Performing Other Tasks with the Telepresence Tool . . . . . . . . . . . . . . . . 4–10
Updating Passwords on the HDX Codecs . . . . . . . . . . . . . . . . . . . . . 4–14
Using the Telepresence Tool Address Book . . . . . . . . . . . . . . . . . . . . 4–15
Using the HDX Directory Downgrade Tool . . . . . . . . . . . . . . . . . . . . 4–16
5
Pairing the Polycom Touch Control with the HDX Codec and
the System Controller
Pairing the Polycom Touch Control with the Primary HDX Codec . . . . 5–1
Pairing the Polycom Touch Control with the System Controller . . . . . . . 5–4
Unpairing the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–6
6
Configuring the H.323 Gatekeeper, SIP Server, and Global
Directory
Configuring ITP Systems for Use with an H.323 Gatekeeper . . . . . . . . . . 6–1
Configuring ITP Systems for SIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–3
Configuring ITP Systems for Use with the CMA System Directory . . . . 6–4
Configuring the ITP Rooms to Access the CMA System
Directory Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–4
Creating ITP Rooms and Associating Endpoints Using the
CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–6
Creating Groups and Associating Members Using the
CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–6
Configuring ITP Systems for Use with a Lync Server . . . . . . . . . . . . . . . . 6–8
Enabling HD Video on the Lync Server . . . . . . . . . . . . . . . . . . . . . . . . 6–8
Creating and Enabling Conference Room User Accounts . . . . . . . . . 6–8
Hiding the Secondary Codecs in the Lync Directory . . . . . . . . . . . . . 6–9
Configuring ITP Systems for the Microsoft Environment . . . . . . . . . 6–9
7
Managing Favorites and the Local Directory
Managing Favorites (Sites with a Polycom Touch Control) . . . . . . . . . . . 7–1
Importing the Speed Dials from the System_Config.ini File . . . . . . . 7–2
Configuring Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Help Desk Number . . . . . . . . . . . . . . . . . . . . . . .
Configuring Single Site Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7–3
7–4
7–6
7–8
Managing the Local Directory (Sites with a Crestron Touch Panel) . . . . 7–9
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Contents
Importing the Speed Dials from the System_Config.ini File . . . . . . 7–10
Configuring the Local Directory Entries . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Help Desk Number . . . . . . . . . . . . . . . . . . . . . .
Configuring Single Site Entries . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7–11
7–12
7–13
7–16
Configuring Speed Dial Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–17
Adding Speed Dial Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–18
Changing the Order of Speed Dial Buttons . . . . . . . . . . . . . . . . . 7–19
8
Managing TIP, User-Initiated Multipoint Conferences, and DBA
Enabling the Telepresence Interoperability Protocol (TIP) . . . . . . . . . . . . 8–1
Enabling User-Initiated Multipoint Conferences . . . . . . . . . . . . . . . . . . . . 8–3
Configuring the Polycom MLA, HDX System, and RMX for
User-Initiated Multipoint Conferences . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the MLA for Automatic Layout Mode . . . . . . . . . .
Setting Up Naming on the HDX Codecs . . . . . . . . . . . . . . . . . . . .
Configuring the Polycom RMX Conference Profile . . . . . . . . . . .
8–4
8–4
8–5
8–5
Enabling Polycom Conferencing for Microsoft Outlook . . . . . . . . . . 8–6
Enabling Meeting Composer and Group Dialing or Multipoint
Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–7
Configuring the ITP Room to Access the Polycom RMX . . . . . . 8–7
Enabling Single Touch Multipoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–9
Creating a Virtual Meeting Room on the Polycom RMX . . . . . . 8–9
Adding a Virtual Meeting Room to Favorites
(Sites with a Polycom Touch Control) . . . . . . . . . . . . . . . . . . . . . 8–10
Adding a Virtual Meeting Room to the Local Directory
(Sites with a Crestron Touch Panel) . . . . . . . . . . . . . . . . . . . . . . . 8–10
Configuring the Favorites or the Speed Dials for Virtual
Meeting Rooms (Sites with a Crestron Touch Panel) . . . . . . . . . 8–11
TPX Limitation (Sites with a Crestron Touch Panel) . . . . . . . . . 8–11
Disabling Dynamic Bandwidth Allocation (DBA) . . . . . . . . . . . . . . . . . . 8–11
9
Maintaining the ITP Room
Powering Up and Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–1
Powering Up and Down While Onsite . . . . . . . . . . . . . . . . . . . . . . . . . 9–1
Powering Up and Down Remotely (RPX and OTX Sites) . . . . . . . . . 9–2
Configuring the NTSC and PAL Camera Settings (RPX and OTX Sites) 9–3
Accessing the Security Camera (RPX Sites) . . . . . . . . . . . . . . . . . . . . . . . . . 9–3
Accessing the HDX, RMX, and Polycom Touch Control Logs . . . . . . . . . 9–4
Accessing the HDX Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–4
Accessing the RMX Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–5
Accessing the Polycom Touch Control Logs . . . . . . . . . . . . . . . . . . . . 9–5
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Checking the Display Settings (OTX and TPX Sites) . . . . . . . . . . . . . . . . . 9–6
OTX Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–6
TPX Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–7
Accessing and Using the Admin Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–14
Accessing the Polycom Touch Control Admin Screen . . . . . . . . . . . 9–14
Accessing the Touch Panel Admin Screen . . . . . . . . . . . . . . . . . . . . . 9–16
Using the Admin Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–17
Using Telnet Commands to Access the System Controller . . . . . . . . . . . 9–18
Replacing the Lamps and Bulbs (RPX and OTX Sites) . . . . . . . . . . . . . . . 9–19
RPX Projector Lamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–19
RPX Ceiling Cloud Light Bulbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–21
OTX Light Bulbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–21
Caring for the Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–22
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List of Figures
List of Figures
Figure 1-1
Polycom, Inc.
Toolbox Address Book Screen (with RS232 Connection Type) . . . . . 1–5
Figure 1-2
Toolbox Address Book Screen (with Indirect Connection Type) . . . 1–6
Figure 1-3
Address Book Drop-Down on the Toolbox System Info Screen . . . . 1–7
Figure 1-4
Ethernet Field on the Toolbox System Info Screen . . . . . . . . . . . . . . . 1–8
Figure 1-5
Toolbox Ethernet Addressing Dialog Box . . . . . . . . . . . . . . . . . . . . . . 1–9
Figure 1-6
Toolbox SIMPL Program Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . 1–10
Figure 1-7
Toolbox Device Firmware Confirmation Dialog Box . . . . . . . . . . . . 1–10
Figure 1-8
System Controller Firmware Version on the
Toolbox System Info Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–11
Figure 1-9
Toolbox Firmware Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–12
Figure 2-1
Toolbox Project Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Figure 2-2
Toolbox Device Type Confirmation Dialog Box . . . . . . . . . . . . . . . . . 2–3
Figure 2-3
Version Field on Toolbox System Info Screen . . . . . . . . . . . . . . . . . . . 2–4
Figure 2-4
Firmware Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Figure 3-1
Toolbox File Manager Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Figure 4-1
Telepresence Tool Select Telepresence Model Dialog Box —
OTX 100 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–2
Figure 4-2
Telepresence Tool Select Telepresence Model Dialog Box —
ATX 300 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–3
Figure 4-3
RPX Content Monitor Enter Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4
Figure 4-4
RPX Content Monitor Image Properties Button . . . . . . . . . . . . . . . . . 4–4
Figure 4-5
RPX Content Monitor Scaling Button . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4
Figure 4-6
RPX Content Monitor Full Screen Button . . . . . . . . . . . . . . . . . . . . . . . 4–5
Figure 4-7
RPX Content Monitor Auto Sync Button . . . . . . . . . . . . . . . . . . . . . . . 4–5
Figure 4-8
Telepresence Tool Main Screen (Before Connection) —
RPX 200 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6
Figure 4-9
Telepresence Tool Main Screen (After Connection) —
RPX 200 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6
Figure 4-10
Telepresence Tool HDX Optional Configuration Dialog Box
Suite Configuration Field for RPX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–7
Figure 4-11
Telepresence Tool HDX Optional Configuration Dialog Box
Suite Configuration Field for OTX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–8
Figure 4-12
Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for RPX, OTX, and TPX . . . . . . . . . . . . . . . . . . . 4–9
Figure 4-13
Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for ATX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–9
Figure 4-14
Telepresence Tool Main Screen — Address Book Drop-Down . . . . 4–15
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 4-15
xii
Telepresence Tool Main Screen — Address Book Dialog Box . . . . . 4–16
Figure 4-16
Telepresence Tool HDX Directory Downgrade Tool Dialog Box . . 4–17
Figure 5-1
HDX Web UI Polycom Touch Control Screen (Unpaired) . . . . . . . . . 5–2
Figure 5-2
Polycom Touch Control Device List . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–3
Figure 5-3
HDX Web UI Polycom Touch Control Screen (Paired) . . . . . . . . . . . 5–4
Figure 5-4
Polycom Touch Control Connect to Device Screen . . . . . . . . . . . . . . . 5–5
Figure 5-5
Polycom Touch Control Pairing Congratulations Screen . . . . . . . . . . 5–6
Figure 6-1
HDX Web UI IP Network Screen (H.323 Settings) . . . . . . . . . . . . . . . 6–2
Figure 6-2
HDX Web UI IP Network Screen (SIP Settings) . . . . . . . . . . . . . . . . . . 6–3
Figure 6-3
HDX Web UI LDAP Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–5
Figure 7-1
Telepresence Tool Import Speed Dial Numbers Dialog Box . . . . . . . 7–3
Figure 7-2
HDX Web UI New Contact Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–5
Figure 7-3
Telepresence Tool Import Speed Dial Numbers Dialog Box . . . . . . 7–11
Figure 7-4
HDX Web UI New Contact Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–14
Figure 7-5
HDX Web UI Speed Dial Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–18
Figure 8-1
MLA MCU Connection Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–5
Figure 8-2
HDX Web UI RMX Settings Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–8
Figure 9-1
Polycom Touch Control Admin Screen Page 1 —
OTX 300 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–15
Figure 9-2
Polycom Touch Control Admin Screen Page 2 —
OTX 300 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–15
Figure 9-3
Polycom Touch Control Admin Screen Page 3 —
OTX 300 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9–15
Figure 9-4
Touch Panel Admin Screen — RPX 200 Example . . . . . . . . . . . . . . . 9–16
Figure 9-5
Touch Panel Admin Screen — TPX 306M Example . . . . . . . . . . . . . 9–17
Polycom, Inc.
1
Configuring the HDX Codecs and the
System Controller
This chapter describes how to upgrade the software on the Polycom HDX
codecs and set the date and time. It also describes how to connect to the System
Controller, configure the LAN, and load and upgrade the System Controller
software and firmware.
Follow the procedures in this chapter if:
•
You are a Polycom-certified installer or AV integrator and you are initially
installing a Polycom Immersive Telepresence solution.
•
You are an IT administrator, Polycom-authorized technician, or Video
Network Operations Center (VNOC) conference producer and you need
to upgrade or reconfigure the HDX codecs or the System Controller.
Configuring the HDX Codecs
This section describes how to upgrade the Polycom HDX software and set the
date and time.
Upgrading the Polycom HDX Software
Before upgrading the HDX software, note the following:
•
If you have an ATX system, the HDX software that you must download
for ATX SDK (Software Developer’s Kit) version 2.0 or earlier and ATX
300 (with the non-customizable Polycom GUI) version 2.7 or earlier is not
the same. Therefore, you must ensure that you download the correct HDX
software for your particular ATX model and version.
For more information about upgrading the HDX software for the ATX,
refer to the Polycom ATX 300 Integrator’s Guide and the Polycom ATX Release
Notes.
1–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
When you upgrade to HDX software version 3.0 or later, the directory
entries are converted to a new format. If you ever have to revert to an HDX
software version earlier than version 3.0, you must use the Polycom
Telepresence Tool HDX Directory Downgrade tool to revert the entries to
the format that existed prior to version 3.0. This will enable the directory
entries to work correctly. For more information about the HDX Directory
Downgrade tool, refer to the Using the HDX Directory Downgrade Tool
section on page 4-16.
To upgrade the Polycom HDX software:
1
Collect the license and serial numbers.
2
Obtain the option key codes for the software upgrades and the options
for all of the codecs.
An option key code is the number that activates software or options on a
specific system. Polycom generates a key code when you submit the
license number and system serial number information.
For complete information about obtaining key codes, activating options, and
installing the software, refer to the Installing Polycom HDX Software and Options
document. To access this document, go to
http://www.polycom.com/support/video/index.html, click on any HDX model listed
under the “HDX Series” heading, and then open the document.
3
Log into the Polycom HDX web UI.
4
Enter the Admin ID as the user name (the default is admin) and enter the
Admin Remote Access Password, if one is set.
Check your HDX software version against the version listed in the Release Notes
for your ITP system model. If you already have the correct version loaded, you
simply need to perform steps 9 and 10 and steps 12 through 15 on page 1-3.
5
Go to Admin Settings > General Settings > Software Update > Polycom
HDX System.
6
Click Next.
7
Browse to where the HDX software .pup file is located and click Begin
Update.
For the specific name of the .pup file, refer to the Release Notes for your
system version.
8
1–2
On the Software Update screens:
a
Select Typical as the update type and click Next.
b
Click Next.
Polycom, Inc.
Configuring the HDX Codecs and the System Controller
c
Remove the check mark from the Sample Sites in Directory field (leave
the other fields checked), and then click Next.
d
Click Next to start the update.
For more information about the HDX software, refer to the Polycom HDX
documentation.
9
Enter the option key:
a
When the codec has finished rebooting, go to Admin Settings >
General Settings > Options in the web UI.
b
Enter the option key code in the Key field.
The option key enables the options that are required for Immersive
Telepresence.
c
Click Update.
10 For RPX and OTX systems, if you are not planning to deploy TIP, you
must do the following:
a
Go to Admin Settings > Network > Call Preference.
b
If the SIP and TIP check boxes are selected, clear the check marks from
the check boxes.
11 Repeat steps 3 through 10 for the remaining codecs.
12 Go to Admin Settings > General Settings > Security > Security Settings.
13 If the Enable Sessions List check box appears on the screen, clear the
check mark from the check box.
14 Click Update.
15 Repeat steps 12 through 14 for the remaining codecs.
Setting the Date and Time
You must set the correct date and time on the HDX codecs in order for the
calendaring feature and the sleep timer settings to work properly. (For more
information about calendaring, see the Enabling Polycom Conferencing for
Microsoft Outlook section on page 8-6. For more information about setting the
sleep timers in the System_Config.ini file, see the Editing the
System_Config.ini File section on page 3-1.)
To set the date and time:
Polycom, Inc.
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > General Settings > Date and Time.
3
In the Time Server field, select Auto or Manual.
4
If you select Manual, the Time Server Address field appears, and you
must enter the IP address of a publicly available time server.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
5
Verify the information in the remaining fields on the screen:
a
The Current Date and Current Time fields display information
obtained from the time server. These fields are grayed out when you
select Auto or Manual.
b
In the Auto Adjust for Daylight Saving Time field, ensure that the box
is checked if you want the system clock to automatically change for
daylight saving time.
c
Ensure that the Time Zone field displays the correct information.
6
Click Update.
7
Repeat steps 1 through 6 for the remaining codecs.
Note that, although the calendaring and sleep settings rely on the date and
time set for the Primary codec only, you should repeat steps 1 through 6
for the remaining codecs so that the date and time from all the codecs can
be used for diagnostic purposes.
Configuring the System Controller
This section describes the tasks you may need to perform to configure the
System Controller (also known as the AV2). These tasks include:
•
Connecting to the System Controller
•
Configuring the LAN
•
Loading the System Controller software
•
Upgrading the System Controller firmware
Before you can perform any of these tasks, ensure that you have the Crestron®
Toolbox application installed. This application is available from Crestron.
Note that you may need to register with Crestron in order to download the
Toolbox.
Connecting to the System Controller
When you set up the System Controller for the first time, you must connect to
it directly through a serial connection. You can also use this method if you do
not have network access to the System Controller.
Once you have configured the LAN as described in Configuring the LAN on
page 1-8, you can then connect to the System Controller through an IP
connection. This section describes both methods of connecting.
1–4
Polycom, Inc.
Configuring the HDX Codecs and the System Controller
To connect to the System Controller through a serial connection:
1
Connect your laptop to the System Controller with the DB-9
male-to-female serial cable.
2
Open the Toolbox application on the laptop.
3
Select the System Info icon.
4
If the Address Book dialog box does not appear automatically, select the
Address Book icon at the bottom left of the System Info screen.
5
In the Address Book dialog box, click Add Entry and then specify a name
for the System Controller in the Name column.
Figure 1-1 Toolbox Address Book Screen (with RS232 Connection
Type)
6
Select the following:
a
Connection Type: RS232
b
Port: Select the appropriate COM port for your laptop
c
Baud Rate: Auto-Detect
Leave the rest of the settings at their defaults, as shown in Figure 1-1.
7
Click OK.
The Toolbox will connect to the System Controller.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
8
To connect to the Crestron Touch Panel if the site uses one (if the site uses
a Polycom Touch Control, skip this step):
a
Select Add Entry, and then enter the name of the Touch Panel in the
Name column.
b
Select Indirect as the Connection Type.
Figure 1-2 Toolbox Address Book Screen (with Indirect Connection
Type)
c
Ensure that Cresnet ID and 03 appear in the Device is at field.
d
In the Through field, select the name of the System Controller that you
entered in step 5.
e
Click OK.
To connect to the System Controller through an IP connection:
You can connect to the System Controller through an IP connection only if you have
first connected to the LAN. If you have not done so, refer to Configuring the LAN on
page 1-8.
1
1–6
Open the Toolbox application on the laptop.
Polycom, Inc.
Configuring the HDX Codecs and the System Controller
2
Select the System Info icon.
3
If the Address Book dialog box does not appear automatically, select the
Address Book icon at the bottom left of the System Info screen.
4
In the Address Book dialog box, click the entry you want to connect to
over IP.
If the entry is not listed, you must create a new entry as described in step
5 on page 1-5.
5
Select TCP as the Connection Type.
6
Enter the IP address.
7
Click OK.
The Toolbox will connect to the System Controller.
To connect to a System Controller that is already listed in the Address Book:
1
Open the Toolbox application on the laptop.
2
Select the System Info icon.
3
On the System Info screen, select the System Controller that you want to
connect to from the Address Book drop-down list.
Figure 1-3 Address Book Drop-Down on the Toolbox
System Info Screen
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring the LAN
To configure the LAN:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, click the arrow button in the Ethernet field.
Figure 1-4 Ethernet Field on the Toolbox System Info Screen
3
1–8
In the Ethernet Addressing dialog box:
a
Select the Enable Ethernet check box.
b
If the system uses DHCP, select the Enable WINS (Requires DHCP
Enabled) check box.
Polycom, Inc.
Configuring the HDX Codecs and the System Controller
c
Set the LAN properties based on the site network requirements.
Figure 1-5 Toolbox Ethernet Addressing Dialog Box
Loading the System Controller Software
To load the System Controller software:
Polycom, Inc.
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the System Controller that you want to
connect to from the Address Book drop-down list.
3
Select Functions > SIMPL Program… to view the SIMPL Program dialog
box.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 1-6 Toolbox SIMPL Program Dialog Box
4
Click Browse, and then select the .spz file from the Open File dialog box.
For the specific name of the .zip file that contains the .spz file, refer to the
Release Notes for your system version.
5
Click Send to start the transfer.
6
If the dialog box shown in Figure 1-7 appears, click Yes.
Figure 1-7 Toolbox Device Firmware Confirmation Dialog Box
The System Controller automatically reboots after the transfer. After it reboots,
this message appears on the touch screen: Please wait for system startup...
1–10
Polycom, Inc.
Configuring the HDX Codecs and the System Controller
Upgrading the System Controller Firmware
To determine which System Controller firmware version should be installed
on the system, refer to the Release Notes for your system version.
Confirming the System Controller Firmware Version
To confirm the System Controller firmware version:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the device from the Address Book drop-down list.
(See the Toolbox help for more information regarding address book
configuration.)
Figure 1-8 System Controller Firmware Version on the
Toolbox System Info Screen
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
3
Check the firmware version in the Version field.
Note that the firmware version shown in Figure 1-8 may differ from the
version you need at your site. To determine which firmware version you
should have, refer to the Release Notes for your system version.
Downloading the System Controller Firmware
If you do not have the correct firmware version installed on the System
Controller, you must upgrade it as described in this section.
To download the System Controller firmware:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the device from the Address Book drop-down list.
(See the Toolbox help for more information regarding address book
configuration.)
3
Select Firmware from the Functions menu.
Figure 1-9 Toolbox Firmware Dialog Box
4
Click Browse to find and select the firmware .zip file.
For the specific name of the .zip file, refer to the Release Notes for your
system version. Note that you do not have to unzip this file.
5
1–12
Click Send to start the upgrade process. The upgrade process should take
less than five minutes to complete.
Polycom, Inc.
2
Loading the Polycom Touch Control
or Crestron Touch Panel Software
This chapter describes how to load the Polycom Touch Control operating
system and Polycom Touch Control software (for ITP sites with a Polycom
Touch Control), as well as how to load the Touch Panel software and upgrade
the Touch Panel firmware (for ITP sites with a Crestron Touch Panel supplied
by Polycom).
•
If the ITP site has a Polycom Touch Control, refer to the following section.
•
If the ITP site has a Crestron Touch Panel, refer to the Loading the Crestron
Touch Panel Software and Firmware section on page 2-2.
You must load the latest software for your Polycom Touch Control or Crestron
Touch Panel whether you are installing your ITP system straight from the factory or
you are upgrading from a previous version.
Loading the Polycom Touch Control Operating System and
Software
This section describes how to use a USB storage device to load the Polycom
Touch Control operating system and Polycom Touch Control software.
To determine which Polycom Touch Control operating system version and
Polycom Touch Control software that should be installed on the system, refer
to the Release Notes for your system version.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
To load the Polycom Touch Control operating system and software:
1
Using a standard Windows zip utility, extract all contents from
polycom-venus-HDXCtrl-x.x.x-xx.zip and
polycom-venus-platform-x.x.x-xx.zip to the root directory of a USB
storage device.
When extracting multiple distribution packages to the USB drive, a pop up
message might appear asking if you want to overwrite certain files that
already exist. Select Yes to All.
2
Connect the USB device to the side of the Polycom Touch Control.
3
From the Home screen, touch
4
Touch Check for Software Updates.
5
Touch Select All Updates or touch only the updates that you want to
install.
6
Touch Download and Install Software Updates.
Administration and then Updates.
Loading the Crestron Touch Panel Software and Firmware
If your ITP system has a Crestron Touch Panel supplied by Polycom, refer to
the steps in this section for information about how to load the Touch Panel
software and upgrade the Touch Panel firmware.
Loading the Touch Panel Software
To load the Touch Panel software:
2–2
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
Polycom, Inc.
Loading the Polycom Touch Control or Crestron Touch Panel Software
3
Select Functions > Project... to view the Project dialog box.
Figure 2-1 Toolbox Project Dialog Box
4.
Click Browse and select the.vtz file.
For the specific name of the .zip file that contains the .vtz file, refer to the
Release Notes for your system version.
5
Click Send to start the transfer.
6
If you are loading the software onto a 6-inch Touch Panel (for TPX only),
the dialog box shown in Figure 2-2 appears, and you should click Yes.
Figure 2-2 Toolbox Device Type Confirmation Dialog Box
Wait for the transfer to complete, which may take about 40 minutes.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Upgrading the Touch Panel Firmware
To determine which Touch Panel firmware version should be installed on the
system, refer to the Release Notes for your system version.
Confirming the Touch Panel Firmware Version
To confirm the Touch Panel firmware version:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
3
Check the firmware version in the Version field.
Note that the firmware version shown in Figure 2-3 may differ from the
version you need at your installation site. To determine which firmware
version you should have, refer to the Release Notes for your system
version.
Figure 2-3 Version Field on Toolbox System Info Screen
2–4
Polycom, Inc.
Loading the Polycom Touch Control or Crestron Touch Panel Software
Downloading the Touch Panel Firmware
If you do not have the correct firmware version installed on the Touch Panel,
you must upgrade it as described in this section.
To download the Touch Panel firmware:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
3
Select Firmware from the Functions menu.
Figure 2-4 Firmware Dialog Box
4
Click Browse to find and select the .zip file.
For the specific name of the .zip file, refer to the Release Notes for your
system version. Note that you do not have to unzip this file.
5
Click Send to start the upgrade process.
The upgrade process should take less than five minutes to complete.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
2–6
Polycom, Inc.
3
Configuring System Parameters with
the System_Config.ini File
Some system parameters can be reconfigured by the IT administrator, VNOC
personnel, or Polycom-certified product installer. These parameters are stored
in a .ini file, called System_Config.ini, which resides on the System
Controller internal flash memory.
By editing this file as described in this chapter, you can configure parameters
such as the model of the system, the HDX password, and the Do Not Disturb
timer. You can also configure optional parameters, such as the video format
preference.
In RPX, TPX, and ATX versions earlier than version 2.5, the System_Config.ini
file contained additional parameters, such as video numbers, audio numbers, and
the Help Desk number. These parameters are now configured in the telepresence
system’s Primary HDX codec. For more information, refer to Chapter 7.
Editing the System_Config.ini File
To edit the System_Config.ini file:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the System Controller from the Address Book drop-down list.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
3
Select the File Manager icon.
Figure 3-1 Toolbox File Manager Screen
4
Expand the Internal Flash directory and select the USER folder.
5
Right-click on the.ini file and select Send to... to send it wherever you
want.
6
Open the System_Config.ini file in a text editor.
Use a flat-text editor, such as Notepad, since word processing software
may inadvertently add unnecessary data into the file.
When you first open the System_Config.ini file, it contains the following
fields:
SystemName:
SystemModel:
HDXpassword:
AfterHours:
WeekStart=Monday
WeekEnd=Friday
MorningHour=8AM
EveningHour=6PM
DayTimeSleepTimer=240
AfterHoursSleepTimer=60
DoNotDisturbTimer=0
Options:
EndOptions
3–2
Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
7
Edit the System_Config.ini file as needed. Keep the following in mind
when editing the file:
— Avoid including any unnecessary spaces or characters.
— Do not edit the field names themselves. This will cause system
malfunction.
— The SystemName field is not used elsewhere, but can help you
identify each particular system.
— The SystemModel field enables you to specify the model.
Be sure that this field displays the correct model. The available
options, in alphabetical order, are:
ATX
OTX
OTX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
RPX
TPX
TPX
300
100
300
200
204
204M
208
208M
210
210M
210M+
218
218M
400
408
408M
418
418M
428
428M
204M
306M
— If there is a password for the HDX Primary codec, enter it in the
HDXpassword field. When entering the password:
»
Do not enter a space after the colon or after the password! For
example, if the password is "password1", the field should look like
this: HDXpassword:password1.
»
Make sure that the password you enter is the same as the
password for the codecs. If not, communication between the
System Controller and the codecs will fail and there will be no
indication as to what caused the issue.
— If you want to specify a call speed, enter the DefaultCallSpeed
parameter below the HDXpassword field. Entering a call speed in the
System_Config.ini file will force the system to override the preferred
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
call speed set in the HDX Call Preference screen and use the one
specified here. (For more information about setting the call speed, see
the note on page 4-10.)
The format for this parameter is DefaultCallSpeed:<speed>, where
<speed> must be one of the following:
1536 or 1.5MB
1920 or 2MB
3072 or 3MB
4096 or 4MB
6144 or 6MB
— AfterHours settings should indicate times during the week when the
system is in use the most.
»
Acceptable entries for WeekStart and WeekEnd are Sunday,
Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday. Do
not abbreviate.
»
MorningHour and EveningHour should be whole hour times (for
example, 8:43 will not be accepted).
»
Enter the SleepTimer parameter as minutes. Typically, you
should accept the default values.
— Do Not Disturb prevents unused codecs from accepting any incoming
calls. In the DoNotDisturbTimer field, enter the time (in seconds)
after which Do Not Disturb is activated.
You can enter a value between 10 and 300, or enter 0 if you want to
disable this feature.
8
Edit the Options field as needed to indicate which optional features the
system is using. The following options are available:
— UseClassicUI
— VideoFormatPreference
— UseIntegratedDocCam
— UseAuxContentInput
— AuxContentSourceType
— AuxContentLabel
— DocCamTextUI
— UseContentOffCall
— UseMonitorLifts
— AutoLiftMode
— DisableEnergySave
— UseCameraViews
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Configuring System Parameters with the System_Config.ini File
For complete information about these options, see Enabling Optional
Features on page 3-6.
The following is an example of how the Options section of the
System_Config.ini file would look like with some of these options
enabled:
Options:
UseClassicUI=1
UseAuxContentInput=1
AuxContentLabel=DocCam
VideoFormatPreference=1080p30
EndOptions
9
Save the System_Config.ini file.
Downloading the System_Config.ini File onto the System
Controller
To download the System_Config.ini file onto the System Controller:
1
Open the Toolbox application and select the System Info icon.
2
On the System Info screen, select the address book entry that has been
created for the System Controller from the Address Book drop-down list.
3
Select the File Manager icon.
4
Expand the Internal Flash directory and select the USER folder.
5
Drag and drop the System_Config.ini file into the Toolbox File Manager
window to download the file.
Before you proceed, check the timestamp for the file on the Toolbox File
Manager screen. If the timestamp did not change, you may need to
compact the file system. To do so, click the right arrow on the Internal
Memory Usage section of the Toolbox System Info screen, and then select
Compact.
6
Polycom, Inc.
Reboot the System Controller:
a
Select the System Info icon.
b
On the System Info screen, select Device Reset from the Functions
menu.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Enabling Optional Features
All of the ITP solutions offer optional features that you can enable using the
System_Config.ini file. This section describes these optional features. For
more information about editing the System_Config.ini file, refer to page 3-4.
Selecting the Enhanced or the Classic User Interface
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—

OTX
—

TPX
—

ATX 300 (with the
non-customizable Polycom GUI)
—

The UseClassicUI parameter enables you to select either the Enhanced user
interface or the Classic user interface for the Crestron Touch Panel.
•
Enhanced UI: Enables users to perform all of the basic tasks needed to
participate in a telepresence conference, such as making calls, answering
calls, hanging up, controlling audio, and sharing content. The Enhanced
UI also provides users with access to additional calling functionality, such
as Polycom Meeting Composer™ and advanced directory searching.
•
Classic UI: Enables users to perform the same basic conferencing tasks as
the Enhanced UI, such as making and answering calls and sharing content.
Users will not, however, have access to Meeting Composer and other
advanced calling features and will only have access to the local directory.
For TPX and ATX 300 systems, do not select the Enhanced UI for use with the
TPS-3000 (6-inch) Touch Panel. The Enhanced UI is not supported on this Touch
Panel. You must have the 10-inch Touch Panel in order to use the Enhanced UI.
If you do not set the UseClassicUI parameter in the Options section of the
System_Config.ini file, the Enhanced UI is used.
To enable this option for the Classic UI, enter UseClassicUI=1 in the Options
section of the System_Config.ini file. To enable this option for the Enhanced
UI, enter either UseClassicUI=0 in the Options section of the
System_Config.ini file or remove the string altogether.
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Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
The following table describes how the Touch Panel user interface is affected
based on whether the RMX conference platform and/or the CMA system are
configured:
Crestron
Touch Panel
UI
RMX
Configured
CMA
Configured
Enhanced UI
Yes
No
Users can access the local directory
only. Since the RMX is configured,
users can select sites with Meeting
Composer either by using manual
dial or by using the local directory.
Enhanced UI
No
Yes
Users can access both the local and
enterprise directory. Multipoint calls
using Meeting Composer are not
supported.
Enhanced UI
No
No
Users can access the local directory
only. Speed dialing and local
directory search are available.
Multipoint calls using Meeting
Composer are not supported.
Enhanced UI
Yes
Yes
Users can access both the local and
enterprise directory, and can search
and browse both directories.
Multipoint calls using Meeting
Composer are supported.
Classic UI
Not
applicable
Not
applicable
RMX and CMA configuration have
no impact on the Classic UI
behavior. Speed dialing is available.
Multipoint calls using Meeting
Composer are not supported.
UI Behavior
For more information about how to use the Enhanced and Classic UI, refer to
the Polycom RPX HD User Guide, the Polycom OTX User Guide, the Polycom TPX
HD User Guide, or your particular ATX User Guide.
Selecting the Video Format Preference
This optional feature is available with:
Polycom, Inc.
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX


OTX


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Polycom Immersive Telepresence (ITP) Administrator’s Guide
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
TPX


ATX 300 (with the
non-customizable Polycom GUI)


The VideoFormatPreference parameter enables you to set either 720p60 or
1080p30 as the default selection for video quality. If you do not set this
parameter in the Options section of the System_Config.ini file, 1080p30 is
typically used.
Note that any user who has access to the Admin screen can override the
VideoFormatPreference setting for a particular call by using the 720p60 and
1080p30 buttons on the Admin screen prior to placing the call. If, however, the
System Controller is rebooted, the video format preference will revert to the
setting specified in the System_Config.ini file or, if nothing is specified in
the file, 1080p30 will be used.
To enable this option for 1080p30, enter VideoFormatPreference=1080p30 in
the Options section of the System_Config.ini file. To enable this option for
720p60, enter VideoFormatPreference=720p60 in the Options section of the
System_Config.ini file.
Enabling the Document Camera
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX


OTX
—
—
TPX
—

ATX 300 (with the
non-customizable Polycom GUI)
—
—
If the ITP system includes an optional document camera, you can select one of
the following.
•
For rooms with a WolfVision® integrated document camera, add the
UseIntegratedDocCam parameter to the System_Config.ini file. When
this parameter is included in the .ini file, the Polycom Touch Control or
Touch Panel user interface displays the document camera controls. These
controls enable users to use the document camera to zoom in or out, focus,
and take snapshots.
To enable this option, enter UseIntegratedDocCam=1 in the Options
section of the System_Config.ini file.
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Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
•
For rooms with other document cameras, add the UseAuxContentInput
parameter to the Options section of the System_Config.ini file.
To enable this option, enter UseAuxContentInput=1 in the Options
section of the System_Config.ini file.
Selecting the Document Camera or the PC as the Content Source
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX


OTX
—
—
TPX
—
—
ATX 300 (with the
non-customizable Polycom GUI)
—
—
RPX rooms may have a document camera as an auxiliary content source or
they may have a PC. You must indicate which one each particular room has by
adding the AuxContentSourceType parameter to the System_Config.ini
file.
If the RPX room has a document camera, enter
AuxContentSourceType=DocCam in the Options section of the
System_Config.ini file. If the RPX room has a PC, enter
AuxContentSourceType=PC in the Options section of the
System_Config.ini file.
Adding a Label to the Auxiliary Content Button
This optional feature is available with:
Polycom, Inc.
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—

OTX
—
—
TPX
—

ATX 300 (with the
non-customizable Polycom GUI)
—
—
3–9
Polycom Immersive Telepresence (ITP) Administrator’s Guide
If you want a label to appear on the auxiliary content button on the Touch
Panel interface, add the AuxContentLabel parameter to the
System_Config.ini file. Note that the auxiliary content button may be the
Document Camera button or, if you have an RPX room with a PC as the
content source, it will be the PC button.
To enable this option, enter AuxContentLabel=labeltext in the Options section
of the System_Config.ini file.The label should be no longer than eight
characters. The default label is Aux.
For RPX rooms version 1.5 or earlier, you can use the DocCamTextUI
parameter to indicate the label on the Document Camera button. To enable this
option, enter DocCamTextUI=labeltext in the Options section of the
System_Config.ini file.
Viewing Content on the Displays When Not in a Call
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—
—
OTX


TPX
—
—
ATX 300 (with the
non-customizable Polycom GUI)
—
—
If you want the OTX system users to see content on the display(s) at the front
of the room when they are not in a call, you can enable the UseContentOffCall
parameter in the System_Config.ini file. When set, this parameter enables
content from either a local laptop or a local document camera to automatically
appear on the front display(s) as well as on the tabletop content monitors when
the OTX is not in a call.
To enable content to appear on the display(s) when not in a call, enter
UseContentOffCall=1 in the Options section of the System_Config.ini file.
To disable this option, either enter UseContentOffCall=0 in the Options
section of the System_Config.ini file or remove the string altogether.
3–10
Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
Enabling or Disabling the Lifts for the Tabletop Content Monitors
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—
—
OTX


TPX
—
—
ATX 300 (with the
non-customizable Polycom GUI)
—
—
If you want the OTX system users to be able to lift their tabletop content
monitors by pressing the Content Monitor Lift and Control button on the
tabletop, you can enable the UseMonitorLifts parameter in the
System_Config.ini file. If you do not want them to be able to lift their content
monitors by pressing the Content Monitor Lift and Control button, you can
disable this parameter.
To enable the use of the lifts, enter UseMonitorLifts=1 in the Options section
of the System_Config.ini file. To disable this option, either enter
UseMonitorLifts=0 in the Options section of the System_Config.ini file or
remove the string altogether.
Automatically Lifting the Tabletop Content Monitors
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—
—
OTX


TPX
—
—
ATX 300 (with the
non-customizable Polycom GUI)
—
—
If you want the OTX tabletop content monitors to automatically lift when
content is shared, you can enable the AutoLiftMode parameter in the
System_Config.ini file. Because this parameter causes all of the content
monitors to automatically lift, users do not have to press the Content Monitor
Lift and Control button to lift their content monitor when they want to view
the content. They can, however, press the Content Monitor Lift and Control
button if they decide that they want to lower their content monitor.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
To automatically lift the content monitors when content is shared, enter
AutoLiftMode=1 in the Options section of the System_Config.ini file. To
disable this option, either enter AutoLiftMode=0 in the Options section of the
System_Config.ini file or remove the string altogether.
Disabling Dimming on TPX LG Displays
This optional feature is available with:
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—
—
OTX
—
—
TPX


ATX 300 (with the
non-customizable Polycom GUI)
—
—
TPX HD 306M systems, version 2.6 or later, with LG Electronics® displays offer
an energy-saving feature. This feature dims the displays when there is no
video motion on a particular display for five minutes. For example, if only two
participants are in a video call and are seated at the two center seats at the main
table, the left and right displays will dim after five minutes if there is no
motion on these two displays.
To disable this feature so that no dimming occurs, enter
DisableEnergySave=1 in the Options section of the System_Config.ini file.
To allow the dimming to occur, either enter DisableEnergySave=0 in the
Options section of the System_Config.ini file or remove the string
altogether.
Enabling Close Up or Wide Shot Camera Views
This optional feature is available with:
3–12
ITP Solution
Polycom Touch
Control
Crestron Touch
Panel
RPX
—
—
OTX


TPX


ATX 300 (with the
non-customizable Polycom GUI)


Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
If you want your OTX, TPX, or ATX 300 system users to view close up or wide
shot camera views when in a multipoint call or in a point-to-point call with a
traditional video conferencing system, you can enable the UseCameraViews
parameter in the System_Config.ini file.
When you enable this parameter, Close Up View and Wide Shot View buttons
appear on the Polycom Touch Control interface and Close Up and Wide Shot
buttons appear on the Touch Panel interface so that users can zoom in or zoom
out simply by touching the buttons. This feature is only available during Room
Continuous Presence or single-codec calls.
To enable this option, enter UseCameraViews=1 in the Options section of the
System_Config.ini file. To disable this option, either enter
UseCameraViews=0 in the Options section of the System_Config.ini file or
remove the string altogether.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
3–14
Polycom, Inc.
4
Installing and Using the Polycom
Telepresence Tool
The Polycom Telepresence Tool is a Windows application that enables
administrators, Polycom-authorized technicians, and VNOC personnel to
configure the Polycom HDX codecs and the cameras, to take snapshots of the
view from the cameras, and to perform other functions.
This chapter describes how to both install and use the Telepresence Tool. If
you have already installed the Telepresence Tool, continue on page 4-2.
Installing the Telepresence Tool
To install the Polycom Telepresence Tool:
1
Ensure that you have network access to the equipment in the RPX, OTX,
TPX, or ATX room.
2
Install the TelepresenceTool_xxx.msi file on your local PC.
Ensure that you install the correct TelepresenceTool_xxx.msi for the
software loaded at the site. For the specific name of the .msi file, refer to
the Release Notes for your system version.
3
On the laptop, double-click the TelepresenceTool_xxx.msi file.
4
Follow the setup wizard, and click Close when you are done.
4–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Connecting to the Codecs with the Telepresence Tool
To connect to the codecs with the Telepresence Tool:
1
From the Start menu, go to Polycom > Telepresence Tool > Polycom
Telepresence Tool.
2
If this is the first time you use the Telepresence Tool, the Select
Telepresence Model dialog box appears and you must do the following:
a
In the Select Model field, select the RPX, OTX, TPX, or ATX system
model.
b
In the Select Main Display field, select one of the following:
»
For RPX systems, select the appropriate type of projector.
»
For OTX and TPX systems, select the appropriate type of display.
Figure 4-1 Telepresence Tool Select Telepresence Model Dialog Box —
OTX 100 Example
4–2
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
»
For ATX, select the video format for the main displays installed in
the room. If the video format you want is 720p DVI, select
Widescreen - 720p.
Figure 4-2 Telepresence Tool Select Telepresence Model Dialog Box —
ATX 300 Example
c
d
Polycom, Inc.
In the Select Content Display field, select one of the following:
»
For RPX systems, select Standard - VGA 1024x768 for rooms that
do not have Orion content monitors or select Widescreen - DVI
1920x1080p for rooms that do have Orion content monitors.
»
For OTX systems, select Widescreen - DVI 1920x1080p.
»
For TPX systems, select Standard - VGA 1024x768 for rooms that
have 4:3 tabletop content monitors or select Widescreen - VGA
1280x720 for rooms that have 16:9 tabletop content monitors.
»
For ATX systems, select the video format for the content monitors
installed in the room.
Click OK.
4–3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
3
If this is the first time you use the Telepresence Tool and you have an RPX
system, configure the tabletop content monitors:
a
Press Enter on the content monitor to display the Configuration
screen.
Figure 4-3 RPX Content Monitor Enter Button
b
Press the Right Arrow button on the screen to select Image Properties.
Figure 4-4 RPX Content Monitor Image Properties Button
c
Click OK.
d
Press the Right Arrow button on the screen to select Scaling.
Figure 4-5 RPX Content Monitor Scaling Button
e
4–4
Click OK.
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
f
Select Full Screen.
Figure 4-6 RPX Content Monitor Full Screen Button
g
Click OK.
h
If needed, press the Auto Sync button to make the content fill the
screen.
Figure 4-7 RPX Content Monitor Auto Sync Button
i
4
Repeat step 3a through 3h for the remaining tabletop content
monitors.
Connect to the Polycom HDX codecs:
If this is not the first time you use the Telepresence Tool, but the appropriate model
name does not appear on the Telepresence Tool Main screen, click Switch Model.
Polycom, Inc.
a
In the IP Address field, enter the IP address of the codecs.
b
In the Password field, enter the password for the codecs in the
Password field (if needed).
c
In the API Port field, the default is 24. However, if you have a NAT, it
may map the API port to a different port. If so, enter the number of the
mapped port in the API Port field.
d
In the HTTP Port field, the default is 80. However, if you have a NAT,
it may map the HTTP port to a different port. If so, enter the number
of the mapped port in the HTTP Port field.
4–5
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 4-8 Telepresence Tool Main Screen (Before Connection) —
RPX 200 Example
5
Click Connect All.
The full Telepresence Tool main screen appears as shown in Figure 4-9.
Figure 4-9 Telepresence Tool Main Screen (After Connection) —
RPX 200 Example
4–6
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
If a codec fails to connect, you may have forgotten to remove the password for that
codec (the default password is the serial number of the codec). If you need to
remove the password, use the Polycom HDX web UI.
Once you have connected to the Polycom HDX codecs, you must configure the
HDX codecs as described in the following section.
Configuring the Codecs with the Telepresence Tool
The first time you use the Telepresence Tool, you must configure the HDX
codecs.
To configure the codecs with the Telepresence Tool:
1
Ensure that the Telepresence Tool is launched on the laptop.
2
Click Connect All to connect to the codecs.
3
Click Configure All HDXs on the Telepresence Tool main screen.
The HDX Optional Configuration dialog box appears.
4
If you have an RPX system and the Suite configuration field appears on
the HDX Optional Configuration dialog box, select one of the following:
— Select Standard if you have a standard RPX suite.
— Select one of the options listed if you have a custom RPX suite.
Figure 4-10 Telepresence Tool HDX Optional Configuration Dialog Box
Suite Configuration Field for RPX
Polycom, Inc.
4–7
Polycom Immersive Telepresence (ITP) Administrator’s Guide
For more information about installing and using a whiteboard camera
with an RPX system, refer to the Installing the White Board Camera in a
Polycom RPX Series Suite document (part number 1725-26828-001) that is
shipped with the whiteboard camera.
5
If you have an OTX system and the Suite configuration field appears on
the HDX Optional Configuration dialog box, select one of the following:
— Select Standard if you have a standard OTX system.
— Select OTX 100 compact if you have an OTX 100 Compact system.
Figure 4-11 Telepresence Tool HDX Optional Configuration Dialog Box
Suite Configuration Field for OTX
6
If you have an ATX, the Splash screen on content display field appears on
the HDX Optional Configuration dialog box (as shown in Figure 4-13),
and you must select one of the following:
— If you do not have plasma displays, select Show if you want the
Polycom splash screen to appear on the displays or select Hide if you
do not want the Polycom splash screen to appear.
— If you do have plasma displays, Polycom recommends that you select
Hide to avoid burning in the splash screen logo.
7
In the Control device field on the HDX Optional Configuration dialog
box, do the following:
— If you have an RPX, OTX, or TPX system:
»
4–8
Select Polycom Touch Control if you have a Polycom Touch
Control.
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
»
Select Crestron Touch Panel provided by Polycom if you have a
Crestron Touch Panel.
Figure 4-12 Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for RPX, OTX, and TPX
— If you have an ATX system:
»
Select Polycom Touch Control if you have a Polycom Touch
Control.
»
Select Crestron Touch Panel provided by Polycom if you have a
Crestron Touch Panel.
Figure 4-13 Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for ATX
»
8
Select Third-party device utilizing Polycom ATX Software
Development Kit if you have an ATX SDK with a third-party user
interface device.
Click OK.
Wait for the configuration procedure to complete for each codec. (The
codecs may restart automatically. If so, wait until the codecs are connected
again.)
Polycom, Inc.
4–9
Polycom Immersive Telepresence (ITP) Administrator’s Guide
One of the functions of configuring the codecs with the Telepresence Tool is to set
the preferred call speed on the HDX Call Preference screen. The preferred call
speed is based on the type of codec. For HDX 9004 codecs, the call speed is set to
4 Mbps (4096); for HDX 8000 codecs, the call speed is set to 6 Mbps (6144).
Besides setting the preferred call speed by running the Telepresence Tool, you can
also set it:
•
Using the DefaultCallSpeed parameter in the System_Config.ini file.
For more information, see page 3-3.
•
On the Admin page.
For more information, see page 9-17.
•
By manually entering it on the HDX Admin Settings > Network > Call
Preference screen.
The preferred call speed is used for all outgoing calls unless you set a different call
speed for a particular call in one of these ways:
•
In the directory entry for that site.
For more information, see page 7-13 and 7-15.
•
When you place a call through the HDX web UI.
Keep in mind that if you change the call speed and then reboot the System
Controller, the preferred call speed will reset to the speed specified in the
System_Config.ini file.
9
When the Telepresence Tool finishes configuring the codecs, you can
click View Log if you want to view the log or you can click Close to close
the dialog box.
If you click Close, the Start button appears on the Polycom Touch Control.
If it does not, reboot the System Controller.
Performing Other Tasks with the Telepresence Tool
The Telepresence Tool enables you to perform a number of different tasks,
such as matching and aligning the cameras and verifying the display
alignment. You can perform most of the tasks remotely. However, some tasks
require that a Polycom-certified support representative be physically present
in the telepresence room.
Many of the tasks that you can perform with the Telepresence Tool can only be
performed after you have paired the Polycom Touch Control with the HDX codec
and with the System Controller. For information about how to pair the Polycom
Touch Control, refer to Chapter 5.
The following table lists the tasks that you can perform using the Telepresence
Tool, describes how to perform these tasks, and indicates whether or not onsite
support is required.
4–10
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
Polycom, Inc.
Is onsite
support
required?
To perform this
task...
Do this...
Align the cameras
1
Select the Camera Alignment tab.
2
Follow the procedures for aligning the cameras in
the Polycom RPX, OTX, or TPX Installation Guide
or the ATX Integrator’s Guide.
Align the projectors
(RPX systems only)
1
Select the Display tab.
2
Follow the procedures for aligning the projectors in
the Polycom RPX Installation Guide.
Calibrate the
Ceiling Microphone
Arrays
1
Select the Audio tab.
2
Follow the procedures for calibrating the Ceiling
Microphone Arrays in the Polycom RPX or OTX
Installation Guide.
Configure the
Polycom HDX
codecs
>> Refer to Configuring the Codecs with the
Telepresence Tool on page 4-7.
No onsite
support is
required
Control the
cameras
(OTX, TPX, and
ATX systems)
1
Open the Camera Control screen by clicking one of
the two or three camera icons.
2
To move the camera, press and hold a PTZ button.
Release the button to stop the camera.
No onsite
support is
required
3
To fine tune the camera, click a PTZ button to move
the camera one position.
Import the speed
dials from the
System_Config.ini
file
•
For ITP systems with a Polycom Touch Control,
refer to Importing the Speed Dials from the
System_Config.ini File on page 7-2.
•
For ITP systems with a Crestron Touch Panel
supplied by Polycom, refer to Importing the Speed
Dials from the System_Config.ini File on page
7-10.
Match the cameras
1
Select the Camera Matching tab.
2
Follow the procedures for matching the cameras in
the Polycom RPX, OTX, or TPX Installation Guide
or the ATX Integrator’s Guide.
Onsite support
is required
Onsite support
is required
Onsite support
is required
No onsite
support is
required
Onsite support
is required
4–11
Polycom Immersive Telepresence (ITP) Administrator’s Guide
To perform this
task...
Take snapshots of
the view from the
cameras
Do this...
For OTX, TPX, and ATX 300 systems:
1
Telnet to the Primary codec (port 23 or port 24) and
send the following command: screencontrol
enable all
2
Repeat the previous step for the remaining codecs.
3
Point the HDX remote control at the cameras and
press the Home button to bring up the HDX UI on
all of the displays, and then do the following:
a
Go to System > Admin Settings.
b
Enter the user ID and password, if needed,
and click Next.
c
Go to General Settings > Security >
Security Settings.
d
Click Next twice.
e
Select the Allow Video Display on Web
check box.
6
Click Tools on the Telepresence Tool main screen.
7
Select Video Snapshot.
Is onsite
support
required?
Onsite support
is required
The Save As dialog box appears.
8
Select the directory where you want to save the .jpg
images.
9
Return to the HDX UI and clear the Allow Video
Display on Web check box.
10 Reboot the System Controller.
4–12
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
To perform this
task...
Take snapshots of
the view from the
cameras
(continued)
Do this...
For RPX systems:
1
Telnet to the Primary codec (port 23 or port 24) and
send the following command: screencontrol
enable all
2
Repeat the previous step for the remaining codecs.
3
Use the Telepresence Tool HDX soft remote to
connect to the Primary codec.
4
Click the Home button to bring up the HDX UI, and
then do the following:
a
Go to System > Admin Settings.
b
Enter the user ID and password, if needed,
and click Next.
c
Go to General Settings > Security >
Security Settings.
d
Click Next twice.
e
Select the Allow Video Display on Web
check box.
6
Repeat steps 3 and 4 for the remaining codecs.
7
Click Tools on the Telepresence Tool main screen.
8
Select Video Snapshot.
Is onsite
support
required?
Onsite support
is required
The Save As dialog box appears.
9
Select the directory where you want to save the .jpg
images.
10 Use the HDX soft remote to clear the Allow Video
Display on Web check box for all the codecs.
11 Reboot the System Controller.
Polycom, Inc.
Update passwords
on the HDX codecs
>> Refer to Updating Passwords on the HDX Codecs
on page 4-14.
No onsite
support is
required
Use the address
book
>> Refer to Using the Telepresence Tool Address
Book on page 4-15.
No onsite
support is
required
Use the HDX
Directory
Downgrade tool
>> Refer to Using the HDX Directory Downgrade Tool
on page 4-16.
No onsite
support is
required
View the log
>> Click View Log.
No onsite
support is
required
View the
Telepresence Tool
version number
1
Click the icon on the title bar to view the System
menu.
2
Select About Telepresence Tool to view the
About dialog box.
No onsite
support is
required
4–13
Polycom Immersive Telepresence (ITP) Administrator’s Guide
To perform this
task...
Do this...
Verify the display
alignment
(OTX, TPX, and
ATX systems)
1
Select the Display tab.
2
Follow the procedures for verifying the display
alignment in the Polycom OTX or TPX Installation
Guide or the ATX Integrator’s Guide.
Verify the
microphone and
speaker audio
1
Select the Audio tab.
2
Follow the procedures for verifying the microphone
and speaker audio in the Polycom RPX, OTX, or
TPX Installation Guide or the ATX Integrator’s
Guide.
Is onsite
support
required?
Onsite support
is required
Onsite support
is required
Updating Passwords on the HDX Codecs
Every time you change a password on an HDX codec in an ITP room, you must
update the passwords using the Telepresence Tool. This includes changing
from:
•
Not password-protected to password-protected
•
Password-protected to not password-protected
•
Password-protected to password-protected with a different password
If the passwords are changed and you do not update the passwords using the
Telepresence Tool, the other codecs in the room will lose sync with the Primary
codec. If you then hang up a video call using the Polycom Touch Control, only
the Primary codec will hang up; the other codecs will remain in the call and
you will have to disconnect them using the web UI.
To update passwords on the HDX codecs:
1
Log into the Polycom HDX web UI.
2
Enter the new password for the Primary codec.
3
Repeat the previous step for the remaining codecs.
4
On the Telepresence Tool main screen, enter the IP addresses and
passwords for all the codecs, and then click Connect All.
5
After the codecs are connected, click the down arrow near Configure All
HDXs to access the drop-down menu.
6
Select Update Passwords.
The Primary codec will restart when the update is done.
7
4–14
Reboot the System Controller.
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
8
Open the System_Config.ini file and verify that the HDXPassword field
contains the correct password for the Primary codec.
For more information about how to enter a password in the
HDXPassword field, refer to page 3-3.
Using the Telepresence Tool Address Book
The Telepresence Tool address book enables VNOC personnel,
Polycom-authorized technicians, and others to quickly and easily connect to
ITP sites without having to know the IP addresses for the codecs at the site.
To use the Telepresence Tool address book:
1
Ensure that the Telepresence Tool is launched on the laptop.
2
Click Address Book.
A drop-down menu listing the saved ITP sites appears.
3
Do one of the following:
— To populate the IP Address field with the IP addresses of a site that
has already been saved in the address book, select the name of the site
from the drop-down menu and press Enter.
— To add the IP addresses of the current site to the address book, enter
the site name in the Save As text box, and then click Save As.
Figure 4-14 Telepresence Tool Main Screen —
Address Book Drop-Down
— To view the Address Book dialog box, which lists all the ITP sites in
the address book, the system model at each site, and the IP addresses
of the codecs at each site, click More.
If you then want to populate the IP Address field with the IP
addresses from the Address Book dialog box, click Open.
Polycom, Inc.
4–15
Polycom Immersive Telepresence (ITP) Administrator’s Guide
— To delete a site from the address book, select the name of the site in the
Address Book dialog box, and then click Delete.
— To edit a site, select the name of the site in the Address Book dialog
box, click Delete, and then re-enter the site with the correct
information.
Alternatively, to edit a site’s IP address, enter the new IP address in
the IP Address field on the Telepresence Tool Main screen, re-enter
the site name in the Save As box on the Address Book drop-down,
and then click Save As. When a dialog box appears asking if you
want to overwrite the entry, click Yes.
Figure 4-15 Telepresence Tool Main Screen —
Address Book Dialog Box
Using the HDX Directory Downgrade Tool
When you upgrade to HDX software version 3.0 or later, the directory entries
are converted to a new format. If you ever have to revert to an HDX software
version earlier than version 3.0, the directory entries will no longer work
correctly because of this format change. The Telepresence Tool HDX Directory
Downgrade tool enables you to revert the directory entries to the format that
existed prior to version 3.0 so that the directory entries can work correctly.
To use the HDX Directory Downgrade tool:
1
Ensure that the Telepresence Tool is launched on the laptop.
2
Click Tools on the Telepresence Tool main screen, and then select HDX
Directory Downgrade Tool.
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > HDX Directory Downgrade Tool from the Windows Start button.
4–16
Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
3
On the HDX Directory Downgrade Tool dialog box, enter the IP address
and password of the system on which you want to revert the directory
entries to the format used prior to HDX version 3.0.
Figure 4-16 Telepresence Tool HDX Directory Downgrade Tool
Dialog Box
4
Click Start Downgrade.
The HDX Directory Downgrade Tool dialog box includes a progress meter
and a log detailing the progress of the directory downgrade.
A pop-up box appears if any errors are encountered as well as when the
downgrade is complete.
Polycom, Inc.
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4–18
Polycom, Inc.
5
Pairing the Polycom Touch Control
with the HDX Codec and the System
Controller
If you have an ITP system with a Polycom Touch Control, you must configure
the Polycom Touch Control to pair with the Primary HDX codec and with the
System Controller. When you pair the Polycom Touch Control with a
particular HDX codec and System Controller, the Polycom Touch Control
makes an IP connection to the HDX codec and to the System Controller. If the
connection is lost for any reason, the Polycom Touch Control automatically
attempts to restore the connection.
Note that if you have an OTX 100 Compact system, you simply have to pair
the Polycom Touch Control with the Primary HDX codec since OTX 100
Compact systems do not use a System Controller.
If you have an ITP system with a Crestron Touch Panel provided by Polycom
or your Polycom Touch Control is already paired with the HDX codec and the
System Controller, skip this chapter and continue with Chapter 6.
Pairing the Polycom Touch Control with the Primary HDX
Codec
To pair the Polycom Touch Control with the Primary HDX codec:
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Polycom Touch Control.
3
Select the Allow Polycom Touch Control to Pair with this System check
box.
5–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 5-1 HDX Web UI Polycom Touch Control Screen (Unpaired)
4
If a pop-up box appears, click OK to continue.
5
If the Connect to Device screen does not automatically appear on the
Polycom Touch Control, do the following:
a
Touch
screen.
System on page 2 of the Polycom Touch Control Home
b
Touch the HDX System tab.
The Device Connection Status screen appears.
c
Touch
.
d
Touch View Pairing Settings.
e
Enter the Admin ID and password.
The default Admin ID is admin. The default password is 456.
f
Touch Done.
The Connect to Device screen appears.
6
5–2
If HDX System does not appear in the Device field on the Connect to
Device screen, touch the down arrow on the Device field to view the
Device list, and then touch HDX System.
Polycom, Inc.
Pairing the Polycom Touch Control with the HDX Codec and the System Controller
Figure 5-2 Polycom Touch Control Device List
7
Touch the IP Address or Host Name field on the Connect to Device
screen to view the keypad.
8
Enter the IP address of the Primary HDX codec.
9
Touch Connect.
The HDX Admin Login screen appears.
10 If the HDX codec is password protected, enter the HDX admin name and
password and then touch Next. If the HDX codec is not password
protected, simply touch Next.
The Congratulations screen appears on the Polycom Touch Control
indicating that the Polycom Touch Control is successfully paired with the
Primary HDX codec. (Figure 5-5 shows the Polycom Touch Control
Pairing Congratulations screen that appears when you pair with the ITP
System Controller; the Congratulations screen that appears when you pair
with the Primary HDX codec is very similar.)
Additionally, as shown in Figure 5-3, the HDX web UI Touch Control
screen displays information about the Polycom Touch Control, such as the
software version, the serial number, and the IP address of the Polycom
Touch Control.
Polycom, Inc.
5–3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 5-3 HDX Web UI Polycom Touch Control Screen (Paired)
11 Touch
screen.
Home on the Polycom Touch Control to return to the Home
Pairing the Polycom Touch Control with the System Controller
OTX 100 Compact systems do not use a System Controller. Therefore, if you
have an OTX 100 Compact system, skip this section and continue with
Chapter 6.
To pair the Polycom Touch Control with the System Controller:
1
Touch
screen.
System on page 2 of the Polycom Touch Control Home
2
Touch the HDX System tab.
The Device Connection Status screen appears.
5–4
3
Touch
.
4
Touch View Pairing Settings.
Polycom, Inc.
Pairing the Polycom Touch Control with the HDX Codec and the System Controller
5
Enter the Admin ID and password.
The default Admin ID is admin. The default password is 456.
6
Touch Done.
The Connect to Device screen appears.
7
Touch the down arrow on the Device field to view the Device list (shown
in Figure 5-2), and then touch ITP.
8
Touch the IP Address or Host Name field on the Connect to Device
screen to view the keypad.
9
Enter the IP address of the System Controller.
Figure 5-4 Polycom Touch Control Connect to Device Screen
Polycom, Inc.
5–5
Polycom Immersive Telepresence (ITP) Administrator’s Guide
10 Touch Connect.
The Congratulations screen appears indicating that the Polycom Touch
Control is successfully paired with the ITP System Controller.
Figure 5-5 Polycom Touch Control Pairing Congratulations Screen
11 Touch
screen.
Home on the Polycom Touch Control to return to the Home
Unpairing the Polycom Touch Control
If you ever need to disable the connection between the Polycom Touch Control
and the Primary HDX codec and System Controller, you can unpair the
Polycom Touch Control using the HDX web interface.
To unpair the Polycom Touch Control:
5–6
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Polycom Touch Control.
3
Clear the Allow Polycom Touch Control to Pair with this System check
box or select Forget this Device.
Polycom, Inc.
6
Configuring the H.323 Gatekeeper,
SIP Server, and Global Directory
This chapter describes how to configure the ITP systems for use with an H.323
gatekeeper, configure the ITP systems for SIP, and configure the global
directory.
If you are using the ITP system with a Microsoft Lync™ Server 2010, refer only
to the information in the Configuring ITP Systems for Use with a Lync Server
section on page 6-8. This section provides the instructions you must follow
when the ITP system is in a Microsoft environment.
Configuring ITP Systems for Use with an H.323 Gatekeeper
In order to dial other systems by number (instead of by IP address), you must
configure the ITP systems to register with an H.323 gatekeeper. For Polycom
ITP, the recommended H.323 gatekeeper is the Polycom CMA system. You
should register each codec in an ITP room with an H.323 gatekeeper when you
first configure each ITP room as well as whenever you add a new room.
•
If you register the ITP room with the CMA system, the codecs in that room
will be automatically added to the global directory.
Note, however, that even when you register the codecs with the CMA
system, those codecs will not be able to access the CMA system directory
until you have completed the procedure in the Configuring ITP Systems
for Use with the CMA System Directory section on page 6-4.
•
If you do not register the ITP room with a gatekeeper or you register with
a gatekeeper other than the CMA system, the codecs in that room will not
be automatically added to the global directory.
If you do not use the CMA system as the gatekeeper, but you want to use
the CMA system for global directory services, you will need to add all of
the codecs manually using the CMA system web UI.
6–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Whether or not you register with the CMA system, users still have access to the
CMA system directory when using the Polycom Touch Control or the Crestron
Touch Panel.
To configure the ITP systems to register with an H.323 gatekeeper:
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Network > IP Network.
3
Fill in the fields in the H.323 Settings section of the screen. Be sure to:
— Select Specify in the Use Gatekeeper field.
— Enter the gatekeeper IP address in the Primary Gatekeeper IP Address
field.
Figure 6-1 HDX Web UI IP Network Screen (H.323 Settings)
4
Click Update.
5
Repeat the previous steps for each HDX codec in the ITP room.
When the HDX codec is registered with the CMA system, a message
appears stating that the gatekeeper registration is complete.
6
Do one of the following:
— If you registered the ITP room with the CMA system and you want to
use the global directory, continue with the following section,
Configuring ITP Systems for Use with the CMA System Directory.
6–2
Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
— If you did not register the ITP room with the CMA system and you do
not want to use the global directory, continue with Chapter 7.
For more information about configuring the HDX system to use a gatekeeper,
refer to the Administrator’s Guide for Polycom HDX Systems.
Configuring ITP Systems for SIP
Perform the steps in this section if your network supports the Session Initiation
Protocol (SIP).
To configure ITP systems for SIP:
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Network > IP Network > SIP Settings.
Figure 6-2 HDX Web UI IP Network Screen (SIP Settings)
3
Fill in the fields in the SIP Settings section of the screen as described in the
Administrator’s Guide for Polycom HDX Systems. Be sure to:
— Use the ITP naming convention when entering the User Name on the
SIP Settings screen. With the ITP naming convention, the Primary
codec must have a name that indicates that it is an ITP system and how
Polycom, Inc.
6–3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
many codecs it has. The corresponding Secondary and any
subsequent codecs’ names must be derived from the Primary codec’s
name and indicate the codec number.
The examples in the following table show the names you would enter
for the Primary, Secondary, and additional codecs if the name of the
Primary codec was vineyard.
Codec
Format
Example
Primary
codec
<name>itp<number_of_
codecs>@<domain>
[email protected]
Secondary
codec
~<name>itp<codec_number>
@<domain>
[email protected]
Right codec
~<name>itp<codec_number>
@<domain>
[email protected]
Left codec
~<name>itp<codec_number>
@<domain>
[email protected]
— Do not select the Microsoft Lync Server 2010 check box.
Configuring ITP Systems for Use with the CMA System
Directory
To integrate the ITP rooms with the CMA system directory, ensure that you
have registered the room with the H.323 gatekeeper as described in the
Configuring ITP Systems for Use with an H.323 Gatekeeper section on page
6-1 or that the CMA system administrator has manually added all of the
codecs in the ITP room to the CMA system.
Additionally, you must:
•
Configure the ITP rooms to access the CMA system directory server.
•
Create ITP rooms and associate endpoints using the CMA system.
•
Create groups and associate members using the CMA system.
Configuring the ITP Rooms to Access the CMA System Directory Server
For each ITP room, you must configure the Primary codec to access the CMA
system directory server. You do not have to configure the remaining codecs in
the room.
6–4
Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
To configure the ITP rooms to access the CMA system directory server:
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Global Services > Directory Servers.
3
Select the LDAP check box.
Figure 6-3 HDX Web UI LDAP Screen
4
5
Polycom, Inc.
Fill in the remaining fields on the screen:
a
The Server Address and Server Port are dependent upon the CMA
system IP address and port at the customer site.
b
Enter the Group Name of your choice.
c
Enter the Base DN (Distinguished Name) as shown in Figure 6-3
unless the CMA system administrator has not used the recommended
file system structure. Contact the CMA system administrator if you
need more information.
d
Enter the Authentication Type, Use SSL (Secure Socket Layer), and
Domain Name as shown in Figure 6-3.
e
In the User Name field, enter a user name for an account on the CMA
system server. The CMA system administrator will provide you with
the user name. The user does not have to be an administrator.
f
Select the NTLM Password check box the first time you perform the
configuration. You must then enter the password for the CMA system
account. The CMA system administrator will provide you with the
password.
Click Update.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Creating ITP Rooms and Associating Endpoints Using the CMA System
This procedure enables the two, three, or four individual codecs in an ITP
room to be associated together as one room. This also enables them to appear
as one room in the CMA system directory.
To use the Polycom CMA system to create rooms and associate endpoints, you
must be logged in to the CMA system as an administrator. Therefore, you may
have to ask the CMA system administrator to perform this procedure for you.
To create ITP rooms and associate endpoints using the CMA system:
1
Log into the Polycom CMA system web UI.
2
Go to Admin > Rooms.
3
On the Rooms page, click Add.
4
Click Manually Define to manually specify the new room details.
5
Complete the General Info section of the Add New Room dialog box as
described in the Polycom CMA System Operations Guide.
6
Click Associated Endpoints.
7
Complete the Associated Endpoints section of the Add New Room dialog
box:
a
Highlight the Primary codec in the Available Endpoints list, and then
click the right arrow button to move the codec’s name to the Selected
Endpoints list.
Note that the endpoints displayed in the Available Endpoints list
include all of the codecs that have been registered with the CMA
system. If you do not see the codecs from the ITP room you
registered, then you did not register those codecs properly.
b
8
Repeat step 7 a for the Secondary codec and then for the remaining
codecs in the room, if any. Be sure to add the codecs in the correct
order.
Click Ok.
The new room appears in the list.
Creating Groups and Associating Members Using the CMA System
Creating groups in the Polycom CMA system makes it easier for users to find
other users in the directory, especially when the directory is large. If you
added new ITP rooms (as described in the previous section), you may wish to
create new groups for these rooms or you may wish to add the ITP rooms to
existing groups.
6–6
Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
To use the CMA system to create groups and associate members, you must be
logged in to the CMA system as an administrator. Therefore, you may have to
ask the CMA administrator to perform this procedure for you.
When you add or remove groups in the CMA system, the changes may not be
reflected in the HDX web UI for up to one hour. The HDX system queries the CMA
system every sixty minutes to refresh the list of groups.
On the Polycom Touch Control or the Crestron Touch Panel, however, the list of
groups will be updated whenever the user performs an action that refreshes the
screen, such as switching from the Home screen to another screen.
To create groups and associate members using the CMA system:
1
Log into the Polycom CMA web UI.
2
Go to User > Groups.
3
On the Groups page, click Add Local Group.
4
Complete the General Info section of the Add Local Group dialog box as
described in the Polycom CMA System Operations Guide.
Note that, in the Provisioning Profile field, you must leave the default
setting as (none). Provisioning is not supported with Polycom ITP.
5
Click Group Members. (No action is required on the Associated Roles
tab.)
6
Complete the Group Members section of the Add Local Group dialog box
as described in the Polycom CMA System Operations Guide.
7
Click Ok.
The group appears in the Groups list. It is defined as a LOCAL group.
To add members to existing groups using the CMA system:
Polycom, Inc.
1
Log into the Polycom CMA web UI.
2
Go to User > Groups.
3
On the Groups page, select the group of interest and click Edit.
4
In the General Info section of the Edit Local Group dialog box, select the
Directory Viewable check box if it is not already checked.
5
Click Group Members.
6
Complete the Group Members section of the Edit Local Group dialog box
as described in the Polycom CMA System Operations Guide.
7
Click Ok.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring ITP Systems for Use with a Lync Server
When configuring ITP systems for use with a Lync Server 2010, you must:
•
Enable HD video on the Lync Server
•
Create and enable conference room user accounts
•
Hide the Secondary codecs in the Lync directory
•
Configure the ITP systems for the Microsoft environment
This section provides an overview of these procedures. You should not attempt
to configure your ITP system in a Microsoft environment based solely on the
information provided in this section. Rather, you must refer to the Polycom
Unified Communications Deployment Guide for Microsoft Environments for
detailed information about how to perform each of these tasks.
Enabling HD Video on the Lync Server
If your ITP deployment includes support for higher quality video (RTV), you
must change the default video settings of your Lync Server.
For complete information about how to enable HD video on the Lync Server
with ITP, refer to the Polycom Unified Communications Deployment Guide for
Microsoft Environments.
Creating and Enabling Conference Room User Accounts
You must create a conference room user account in Active Directory® for each
HDX codec in the ITP room. Once you have added the conference room user
accounts to Active Directory, you must enable and configure them for use with
the Lync Server. If needed, you should then enable HDX users for remote
access and federation.
Keep in mind that, when adding conferencing room user accounts, you must use
the ITP naming convention. With the ITP naming convention, the Primary codec
must have a name that indicates that it is an ITP system and how many codecs it
has. The corresponding Secondary and any subsequent codecs’ names must be
derived from the Primary codec’s name and indicate the codec number.
For complete information about how to create and enable conference room
user accounts with ITP, refer to the Polycom Unified Communications Deployment
Guide for Microsoft Environments.
6–8
Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
Hiding the Secondary Codecs in the Lync Directory
After you have created and enabled the conference room user accounts for ITP,
you should hide the Secondary (and subsequent codecs) in the Lync directory
if possible. You can hide the Secondary codecs using either the Exchange
Management Console or the ADSI Edit tool on the Lync Server.
For complete information about how to hide Secondary codecs in the Lync
directory, refer to the Polycom Unified Communications Deployment Guide for
Microsoft Environments.
Configuring ITP Systems for the Microsoft Environment
To complete the configuration procedure for ITP systems in a Microsoft
environment, you must register each codec in the ITP room with the Lync
Server and configure the LAN properties for each codec. You may also have to
perform additional configuration procedures. For example, you can configure
the Lync Server as your global directory server and you can display your
Microsoft contacts in your ITP system contact list.
For complete information about how to configure ITP systems for the
Microsoft environment, refer to the Polycom Unified Communications
Deployment Guide for Microsoft Environments.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
6–10
Polycom, Inc.
7
Managing Favorites and the Local
Directory
This chapter describes how to manage Favorites (for ITP sites with a Polycom
Touch Control) and how to manage the local directory (for ITP sites with a
Crestron Touch Panel supplied by Polycom).
•
If the ITP site has a Polycom Touch Control, refer to the following section.
•
If the ITP site has a Crestron Touch Panel, refer to the Managing the Local
Directory (Sites with a Crestron Touch Panel) section on page 7-9.
Managing Favorites (Sites with a Polycom Touch Control)
If you have a Polycom Touch Control and you are not using the Polycom CMA
system, you must configure Favorites for the ITP rooms so that users can call
other rooms without entering the IP address for each room.
If you have a Polycom Touch Control and you are using the Polycom CMA
system, you may want to configure Favorites for rooms that are not registered
to your CMA server.
You can use the ITP room’s Favorites for any of the following:
•
Single endpoints, such as traditional video conferencing systems.
•
ITP rooms.
•
Multiple endpoints, which consist of more than one traditional video
conferencing system and/or ITP room. (A Polycom RMX conference
platform is required to speed dial multiple endpoints.)
•
Virtual Meeting Rooms (VMRs). (A Polycom RMX conference platform is
required to dial VMRs.) For more information about creating VMRs, refer
to the Enabling Single Touch Multipoint section on page 8-9.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Importing the Speed Dials from the System_Config.ini File
Prior to ITP software version 2.5, video speed dial numbers, audio speed dial
numbers, and the Help Desk phone number were configured and stored in the
System_Config.ini file. With version 2.5 and later, these numbers are stored
in Favorites in the telepresence system’s Primary HDX codec.
For rooms that are upgrading to version 2.5 or later from an earlier version,
you can import the speed dial numbers from the System_Config.ini file into
the HDX system as described in this section. For new ITP rooms, skip this
section and continue with Configuring Favorites on page 7-3.
Follow the steps in this section only if you wish to have the speed dial entries listed
as part of the ITP room’s Favorites. If all of the speed dial entries from this ITP
system are listed in the CMA directory, you can skip this section and manually
create new Favorites from the global directory.
To import the speed dials from the System_Config.ini file:
1
Ensure that the Telepresence Tool is launched on the laptop.
2
Click Tools on the Telepresence Tool main screen, and then select Import
Speed Dial Numbers.
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > Import Speed Dial Numbers from the Windows Start button.
3
7–2
On the Import Speed Dial Numbers dialog box, specify the location of the
System_Config.ini file and the IP address of the HDX codec into which
the speed dials will be imported.
Polycom, Inc.
Managing Favorites and the Local Directory
The Import Speed Dial Numbers dialog box includes a progress meter and
a log detailing the entries that were imported.
Figure 7-1 Telepresence Tool Import Speed Dial Numbers Dialog Box
Besides importing the speed dial numbers into Favorites, the Import Speed
Dial Numbers function also sets the video call speeds based on the contents of
the System_Config.ini file. For each video speed dial entry:
•
If the call speed has been specified in the System_Config.ini file, the
specified call speed is used.
•
If no call speed has been specified in the System_Config.ini file, a speed
based on the model of the HDX codec is used. For HDX 9004 codecs, the
call speed is set to 4 Mbps (4096). For HDX 8000 codecs, the call speed is
set to 6 Mbps (6144).
Configuring Favorites
You must perform the steps in this section if:
Polycom, Inc.
•
You are not registered with the Polycom CMA system and you are
configuring a new ITP room.
•
You are registered with the Polycom CMA system and you wish to add
sites to your Favorites that are not registered to your CMA system.
7–3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
You are not registered with the Polycom CMA system and you are
upgrading to ITP version 2.5 or later from an earlier version, and you want
to add additional Favorites beyond what you imported from the
System_Config.ini file.
•
You are registered to a SIP server and you want to add SIP sites to your
Favorites. If you are in a Microsoft environment, you can use a Lync client
to add Contacts to your account. These Contacts will appear on your
Favorites list.
Additionally, you must perform the steps in this section to add the Help Desk
number to Favorites.
When configuring Favorites, you can configure both single site entries and
multiple site entries.
If another HDX system has many of the Favorites that you need, you can
import the Favorites from that HDX system. Refer to the Administrator’s Guide
for Polycom HDX Systems for information about how to import and export
Favorites. Note that when you import Favorites, there will be no feedback that
the import has completed. Rather, you will have to look at the Favorites to see
that they have been imported.
Keep the following restrictions in mind when configuring Favorites:
•
ITP versions 2.5 and later do not support ISDN numbers. If there are sites in
Favorites that only have ISDN addresses, those sites will not appear on the
Polycom Touch Control. Therefore, you should not create Favorites for
ISDN-only systems.
•
Do not manually create a Favorite that uses the same name as a global
directory entry. If you do so, you will have duplicate names in Favorites as well
as possible address conflicts. For example, do not add to Favorites a global
directory entry named Wintergreen and then manually create a Favorite
named Wintergreen.
The following maximum values are supported when adding new Favorites:
Favorites
Maximum Supported
Number of Favorites
100
Number of groups
10
Number of codecs in a group
24
Configuring the Help Desk Number
To configure the Help Desk number:
1
7–4
Log into the Polycom HDX web UI.
Polycom, Inc.
Managing Favorites and the Local Directory
2
Go to Admin Settings > General Settings > Location and do the
following:
a
Ensure that the number entered in the Area Code field is correct.
b
Ensure that the Always Dial Area Code check box is selected.
c
If the country selected in the Country field is the United States, ensure
that the Dial 1+ for all USA Calls check box is selected.
3
Go to Place a Call > Directory.
4
Click Favorites.
5
Click Create Contact.
6
Fill in the following fields on the New Contact screen:
a
In the Name field, enter Help Desk.
b
In the Call Quality field, leave the default.
c
In the Phone Number field, enter the full Help Desk telephone
number including the international dialing prefix, if needed. Leave
the Country Code and Area Code fields blank.
Figure 7-2 HDX Web UI New Contact Screen
7
Polycom, Inc.
Click Save.
7–5
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring Single Site Entries
To configure single site entries in Favorites (for non-ITP sites):
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click Create Contact.
5
Fill in the fields on the New Contact screen (shown in Figure 7-2):
a
In the Name field, enter the name of the site.
If the name consists of fewer than 12 characters, the full name will
appear on the Polycom Touch Control UI in all cases. If the name
consists of 12 to 24 characters, part of the name may be truncated
depending on the width of the letters in the name and if there are
spaces in the name.
b
In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
»
If you select a call speed, that speed will be used for all calls for
this site.
»
If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 4-10.
c
6
Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
Click Save.
For more information about configuring local directory entries on the HDX
system, refer to the Administrator’s Guide for Polycom HDX Systems.
To configure single site entries in Favorites (for ITP sites):
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click Create Contact.
5
Fill in the fields on the New Contact screen (shown in Figure 7-2):
a
7–6
In the Name field, enter the name.
Polycom, Inc.
Managing Favorites and the Local Directory
b
Do one of the following:
»
Enter the IP address or H.323 extension for each codec in the IP
Address field. Delimit each IP address or extension with a
semicolon. (Note that, even if you are entering extensions, you
must use the IP address field rather than the Extension field.)
The following table provides examples of how to enter the IP
addresses or extensions.
If you are
entering...
Follow this format...
For example...
IP addresses
<IP address for Primary
codec>;<IP address2>;<IP
address3>;<IP address4>
172.25.100.101;
172.25.100.102;
172.25.100.103;
172.25.100.104
H.323
extensions
<Extension for Primary
codec>;<Extension2>;
<Extension3>;<Extension4>
25567;25568;25569;25570
Gatekeeper +
H.323
extensions
(for point-topoint calls)
<Gatekeeper IP Address>
##<Extension for Primary
Codec>;<Gatekeeper>##
<Extension2>;<Gatekeeper>##
<Extension3>;<Gatekeeper>##
<Extension4>
172.25.100.200##25567;
172.25.100.200##25568;
172.25.100.200##25569;
172.25.100.200##25570
Gatekeeper +
H.323
extensions
(for multipoint
calls)
<Gatekeeper IP Address>
##<Extension for Primary
Codec>;<Extension2>;
<Extension3>;<Extension4>
172.25.100.200##25567;
25568;25569;25570
»
Enter the SIP address for each codec in the SIP Address field.
Delimit each address with a semicolon. Alternatively, if you are
using the Microsoft Lync naming convention, specify only the
Primary codec (see Configuring ITP Systems for SIP on page 6-3.)
The following table provides examples of how to enter the SIP
addresses.
Polycom, Inc.
7–7
Polycom Immersive Telepresence (ITP) Administrator’s Guide
If you are
entering...
SIP
addresses
SIP address
in Lync
environment
c
Follow this format...
For example...
<SIP address for
codec>@<domain>;
<SIP address for
<SIP address for
<SIP address for
[email protected];boston2
;boston3;boston4
Primary
Codec2>;
Codec3>;
Codec4>
<SIP address for Primary
Codec>@<domain>
[email protected]
In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
»
If you select a call speed, that speed will be used for all calls for
this site.
»
If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 4-10.
d
6
Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
Click Save.
The HDX web UI will display all of the ITP room’s codecs. However, on
the Polycom Touch Control UI, the room will appear as a single Favorite.
For more information about configuring Favorites on the HDX system, refer to
the Administrator’s Guide for Polycom HDX Systems.
Configuring Groups
Keep in mind that although you can configure groups at any site, a Polycom
RMX conference platform is required to actually dial the multiple endpoints in
a group.
To configure groups in Favorites:
7–8
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click New Group.
5
Enter a group name and click Save.
Polycom, Inc.
Managing Favorites and the Local Directory
6
Click Add from Directory.
7
Navigate to the entry that you want to add to the group (for example, if
the entry is in the enterprise directory, click Polycom Directory).
8
Click the entry you want to add to the group.
9
Click Add.
Note that the Add button includes the entry name. For example, if the
entry name is Andover, the Add button will display Add - Andover).
10 Repeat steps 6 through 9 for each entry you want to add to the group.
Note that when adding CMA enterprise directory sites to groups, the
naming convention is slightly different: the Primary codec will not be
numbered and the name will include the suffix HDX. For example, a room
with the base name Andover would appear in the enterprise directory as
Andover - HDX, Andover - HDX2, Andover - HDX3, and Andover - HDX4.
Unless you have configured sample sites not to appear in Favorites (as described
in step 8 on page 1-2), sample sites may appear in Favorites on the Polycom Touch
Control. If you want to delete these, log into the HDX web UI, select the Sample
Sites group, and then delete the sites.
For more information about configuring Favorites on the HDX system, refer to
the Administrator’s Guide for Polycom HDX Systems.
Managing the Local Directory (Sites with a Crestron Touch
Panel)
If you have a Crestron Touch Panel and you are not using the Polycom CMA
system, you must configure local directory entries for the ITP rooms so that
users can call other rooms without entering the IP address for each room.
If you have a Crestron Touch Panel and you are using the Polycom CMA
system, you may want to configure local directory entries for rooms that are
not registered to your CMA server.
You can use the ITP room’s local or global directory to configure speed dials
for any of the following:
Polycom, Inc.
•
Single endpoints, such as traditional video conferencing systems.
•
ITP rooms.
•
Multiple endpoints, which consist of more than one traditional video
conferencing system and/or ITP room. (A Polycom RMX conference
platform is required to speed dial multiple endpoints.)
7–9
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
Virtual Meeting Rooms (VMRs). (An Polycom RMX conference platform
is required to speed dial VMRs.) For more information about creating
VMRs, refer to the Enabling Single Touch Multipoint section on page 8-9.
Prior to ITP software version 2.5, the speed dial information was stored in the
System_Config.ini file; for version 2.5 and later, it is stored in the
telepresence system’s Primary HDX codec.
•
If you are upgrading an ITP room to software version 2.5 or later from an
earlier version, you can import the speed dials from the
System_Config.ini file into the HDX system so that you do not have to
manually enter them. For information about how to do this, refer to the
following section, Importing the Speed Dials from the System_Config.ini
File.
•
If you are configuring a new ITP room, continue with Configuring the
Local Directory Entries on page 7-11.
Importing the Speed Dials from the System_Config.ini File
Prior to ITP software version 2.5, video speed dial numbers, audio speed dial
numbers, and the Help Desk phone number were configured and stored in the
System_Config.ini file. With version 2.5 and later, these numbers are stored
in the local directory and speed dial list (also known as the site list) of the
telepresence system’s Primary HDX codec.
For rooms that are upgrading to version 2.5 or later from an earlier version,
you can import the speed dial numbers from the System_Config.ini file into
the HDX system.
Follow the steps in this section only if you wish to have the speed dial entries listed
as part of the ITP room’s local directory. If all of the speed dial entries from this ITP
system are listed in the CMA directory, you can skip this section and manually
create new speed dials from the global directory.
To import the speed dials from the System_Config.ini file:
1
Ensure that the Telepresence Tool is launched on the laptop.
2
Click Tools on the Telepresence Tool main screen, and then select Import
Speed Dial Numbers.
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > Import Speed Dial Numbers from the Windows Start button.
3
7–10
On the Import Speed Dial Numbers dialog box, specify the location of the
System_Config.ini file and the IP address of the HDX codec into which
the speed dials will be imported.
Polycom, Inc.
Managing Favorites and the Local Directory
The Import Speed Dial Numbers dialog box includes a progress meter and
a log detailing the entries that were imported.
Figure 7-3 Telepresence Tool Import Speed Dial Numbers Dialog Box
Besides importing the speed dial numbers, the Import Speed Dial Numbers
function also sets the video call speeds based on the contents of the
System_Config.ini file. For each video speed dial entry:
•
If the call speed has been specified in the System_Config.ini file, the
specified call speed is used.
•
If no call speed has been specified in the System_Config.ini file, a speed
based on the model of the HDX codec is used. For HDX 9004 codecs, the
call speed is set to 4 Mbps (4096). For HDX 8000 codecs, the call speed is
set to 6 Mbps (6144).
Additionally, if no audio speed dial entries are imported, an Audio Speed Dial
button for the Help Desk will automatically be created. This Speed Dial button
will appear on the Home screen of the Touch Panel Enhanced user interface.
Configuring the Local Directory Entries
You must perform the steps in this section if:
•
Polycom, Inc.
You are not registered with the Polycom CMA system and you are
configuring a new ITP room.
7–11
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
You are not registered with the Polycom CMA system and you are
upgrading to ITP version 2.5 or later from an earlier version, and you want
to add additional local directory entries beyond what you imported from
the System_Config.ini file.
•
You are registered with the Polycom CMA system and you wish to add
sites to your local directory that are not registered to your CMA system.
Additionally, you must perform the steps in this section to add the Help Desk
number to the local directory.
When configuring the local directory entries, you can configure both single
site entries and multiple site entries.
If another HDX system has many of the local directory entries that you need,
you can import the local directory from that HDX system. Refer to the
Administrator’s Guide for Polycom HDX Systems for information about how to
import and export local directories. Note that when you import the local
directory, there will be no feedback that the import has completed. Rather, you
will have to look at the local directory to see that the entries have been
imported.
ITP versions 2.5 and later do not support ISDN numbers. If there are sites in the
local or global directory that only have ISDN addresses, those sites will not appear
on the Touch Panel. Therefore, you should not create local directory entries or
speed dial entries for ISDN-only systems.
Keep the following maximum values in mind when adding new directory
entries:
Local Directory
Maximum Supported
Number of local directory entries
100
Number of groups
10
Number of codecs in a group
24
Configuring the Help Desk Number
To configure the Help Desk number:
7–12
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click Create Contact.
5
Fill in the following fields on the New Contact screen (shown in
Figure 7-4):
Polycom, Inc.
Managing Favorites and the Local Directory
6
a
In the Name field, enter Help Desk.
b
In the Call Quality field, leave the default.
c
In the Phone Number field, enter the full Help Desk telephone
number including the international dialing prefix, if needed. Leave
the Country Code and Area Code fields blank.
Click Save.
Configuring Single Site Entries
To configure single site entries in the local directory (for non-ITP sites):
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click Create Contact.
5
Fill in the fields on the New Contact screen:
a
In the Name field, enter the name of the site.
If the name consists of fewer than 12 characters, the full name will
appear on the Touch Panel UI in all cases. If the name consists of 12 to
24 characters, part of the name may be truncated depending on the
width of the letters in the name and if there are spaces in the name.
b
In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
»
If you select a call speed, that speed will be used for all calls for
this site.
»
If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 4-10.
Polycom, Inc.
7–13
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 7-4 HDX Web UI New Contact Screen
c
6
Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
Click Save.
For more information about configuring local directory entries on the HDX
system, refer to the Administrator’s Guide for Polycom HDX Systems.
To configure single site entries in the local directory (for ITP sites):
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click Create Contact.
5
In the Name field (shown in Figure 7-4), enter the name.
6
Fill in the remaining fields on the New Contact screen. Be sure to:
a
7–14
Enter the IP address or H.323 extension for each codec in the IP
Address field. Delimit each IP address or extension with a semicolon.
Polycom, Inc.
Managing Favorites and the Local Directory
(Note that, even if you are entering extensions, you must use the IP
address field rather than the Extension field.)
The following table provides examples of how to enter the IP
addresses or extensions.
If you are
entering...
Follow this format...
For example...
IP addresses
<IP address for Primary
codec>;<IP address2>;<IP
address3>;<IP address4>
172.25.100.101;
172.25.100.102;
172.25.100.103;
172.25.100.104
H.323
extensions
<Extension for Primary
codec>;<Extension2>;
<Extension3>;<Extension4>
25567;25568;25569;25570
Gatekeeper +
H.323
extensions
(for point-topoint calls)
<Gatekeeper IP Address>
##<Extension for Primary
Codec>;<Gatekeeper>##
<Extension2>;<Gatekeeper>##
<Extension3>;<Gatekeeper>##
<Extension4>
172.25.100.200##25567;
172.25.100.200##25568;
172.25.100.200##25569;
172.25.100.200##25570
Gatekeeper +
H.323
extensions
(for multipoint
calls)
<Gatekeeper IP Address>
##<Extension for Primary
Codec>;<Extension2>;
<Extension3>;<Extension4>
172.25.100.200##25567;
25568;25569;25570
b
In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
»
If you select a call speed, that speed will be used for all calls for
this site.
»
If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 4-10.
c
7
Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
Click Save.
The HDX web UI will display all of the ITP room’s codecs. However, on
the Polycom Touch Control UI, the room will appear as a single Favorite.
For more information about configuring local directory entries on the HDX
system, refer to the Administrator’s Guide for Polycom HDX Systems.
Polycom, Inc.
7–15
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring Groups
Keep in mind that although you can configure groups at any site, a Polycom
RMX conference platform is required to actually dial the multiple endpoints in
a group.
To configure groups in the local directory:
1
Log into the Polycom HDX web UI.
2
Go to Place a Call > Directory.
3
Click Favorites.
4
Click New Group.
5
Enter a group name and click Save.
6
Click Add from Directory.
7
Navigate to the entry that you want to add to the group (for example, if
the entry is in the enterprise directory, click Polycom Directory).
8
Click the entry you want to add to the group.
9
Click Add.
Note that the Add button includes the entry name. For example, if the
entry name is Andover1, the Add button will display Add - Andover1).
10 Repeat steps 6 through 9 for each entry you want to add to the group.
When adding an ITP room to a group, you must add all of the room’s
codecs. For example, if you are adding an RPX room with the base name
Andover, you need to include all four codecs: Andover1, Andover2, Andover3,
and Andover4.
Note that when adding enterprise directory sites to groups, the naming
convention is slightly different: the Primary codec will not be numbered
and the name will include the suffix HDX. For example, a room with the
base name Andover would appear in the enterprise directory as Andover HDX, Andover - HDX2, Andover - HDX3, and Andover - HDX4.
Unless you have configured sample sites not to appear in the local directory (as
described in step 8 on page 1-2), sample sites may appear in the local directory on
the Touch Panel. If you want to delete these, log into the HDX web UI, select the
Sample Sites group in the local directory, and then delete the sites.
For more information about configuring local directory entries on the HDX
system, refer to the Administrator’s Guide for Polycom HDX Systems.
7–16
Polycom, Inc.
Managing Favorites and the Local Directory
Configuring Speed Dial Buttons
To provide users with additional convenience, you can configure Speed Dial
buttons to correspond to any directory entry (local or global). The Speed Dial
buttons appear on the Touch Panel. Therefore, users can simply walk into the
ITP room and touch one of the Speed Dial buttons to place the call. Note that
speed dials are referred to as sites in HDX versions earlier than version 2.5.
If you are upgrading to ITP version 2.5 or later from an earlier version and you
imported the System_Config.ini file, the speed dials from the
System_Config.ini file will already be configured.
Keep the following in mind when adding new Speed Dial buttons:
•
The maximum number of Speed Dial buttons supported are:
Speed Dials
Maximum Supported
Number of video speed dials
18
Number of audio speed dials
4
Do not configure more than 18 video speed dials or 4 audio speed dials. If you do,
the video Speed Dial buttons will not display correctly on the Touch Panel and the
audio Speed Dial buttons will not display at all.
Polycom, Inc.
•
Up to 9 video Speed Dial buttons and up to 4 audio Speed Dial buttons can
appear on the Home screen at one time.
•
No single word on a Speed Dial button can be longer than 12 characters.
•
The maximum number of characters per Speed Dial button is 24.
•
If you have no audio speed dial entries to configure, Polycom highly
recommends that you create an Audio Speed Dial button for the Help
Desk. This Speed Dial button will appear on the Home Screen of the Touch
Panel Enhanced User Interface.
•
You can create Speed Dial buttons to call multiple sites at one time. (For
more information about user-initiated multipoint conferences, refer to
Chapter 8.)
•
When you create a new Speed Dial button, you must reboot the System
Controller in order for the Speed Dial button to appear on the Touch Panel.
•
The order in which the Speed Dial entries appear on the HDX web UI
Speed Dial screen is the order in which the Speed Dial buttons will appear
on the Touch Panel. For information on how to change the order of the
Speed Dial entries on the Speed Dial screen, refer to Changing the Order
of Speed Dial Buttons on page 7-19.
7–17
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Adding Speed Dial Buttons
To add Speed Dial buttons:
Log into the Polycom HDX web UI.
1
Go to Admin Settings > General Settings > Speed Dial.
2
If needed, click the Speed Dial group.
3
Click Add from Directory.
4
If needed, navigate to the entry that you want to add to the group (for
example, if the entry is in the enterprise directory, click Polycom
Directory).
5
Click the entry you want to add to the Speed Dial group.
You can select single sites, groups, and Virtual Meeting Room sites.
Figure 7-5 HDX Web UI Speed Dial Screen
6
Click Add.
Note that the Add button includes the entry name. For example, if the
entry name is Andover, the Add button will display Add - Andover).
The entry appears at the bottom of the Speed Dial list on the Speed Dial
screen. For information about how to move the entry to another position
7–18
Polycom, Inc.
Managing Favorites and the Local Directory
on the list, refer to the following section, Changing the Order of Speed Dial
Buttons.
7
Repeat steps 3 through 6 for each entry you want to add to the Speed Dial
group.
If you want to create a Speed Dial button for an ITP room, you must repeat
steps 3 through 6 for each codec in the room. The HDX web UI Speed Dial
screen will display all of the room’s codecs; however, on the Touch Panel
UI, the room will appear as a single entry.
If you add enterprise directory sites to the Speed Dial group, the naming
convention is slightly different: the Primary codec will not be numbered
and the name will include the suffix HDX. For example, a room with the
base name Support would appear in the enterprise directory as Support HDX, Support - HDX2, Support - HDX3, and Support - HDX4.
Changing the Order of Speed Dial Buttons
The order in which the Speed Dial entries appear on the HDX web UI Speed
Dial screen is the order in which the Speed Dial buttons will appear on the
Touch Panel. Therefore, you should check that the order of the entries on the
Speed Dial screen is correct. For example, for sites with multiple codecs, such
as Support - HDX, Support - HDX2, Support - HDX3, and Support - HDX4, it is
good practice to keep the codecs together.
To change the order of Speed Dial buttons:
Log into the Polycom HDX web UI.
Polycom, Inc.
1
Go to Admin Settings > General Settings > Speed Dial.
2
If needed, click the Speed Dial group.
3
Click on the entry that you want to move.
4
Click Change Speed Dial Order.
5
Click Move Up to move the entry higher up on the list or click Move
Down to move the entry lower down on the list.
6
Repeat steps 3 through 5 for each entry you want to move.
7
When the list is in the order in which you want the Speed Dial buttons to
appear on the Touch Panel, click Save Speed Dial Order.
7–19
Polycom Immersive Telepresence (ITP) Administrator’s Guide
7–20
Polycom, Inc.
8
Managing TIP, User-Initiated
Multipoint Conferences, and DBA
This chapter describes how to manage the following in ITP environments:
•
The Telepresence Interoperability Protocol (TIP)
•
User-initiated multipoint conferences including:
— Polycom Conferencing for Microsoft Outlook
— Meeting Composer
— Group Dialing (for Polycom Touch Control sites) or Multipoint Speed
Dialing (for Crestron Touch Panel sites)
— Single Touch Multipoint
•
Dynamic Bandwidth Allocation (DBA)
Enabling the Telepresence Interoperability Protocol (TIP)
ITP systems with software version 3.0.2 or later and the TIP option key can
interoperate with TIP endpoints. TIP is a proprietary protocol created by Cisco
for deployment with Cisco TelePresence systems (CTS). Polycom ITP
solutions now support TIP in order to provide the best possible telepresence
experience when interoperating with CTS equipment.
TIP is supported with Polycom ITP systems with Polycom Touch Controls and
with the Polycom ATX SDK system. If you are using TIP with one of these
systems, follow the steps in this section; otherwise, skip this section and
continue with the Enabling User-Initiated Multipoint Conferences section on
page 8-3.
8–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Points to note about TIP:
•
To use TIP with your ITP system, you must have the Polycom Touch Control.
TIP is not supported with Crestron Touch Panels.
•
SIP (TIP) calls must connect at a call speed of 1 Mbps or higher.
•
Only TIP version 7 is supported.
•
In a TIP call, only XGA content at 5 fps is supported. The following content
sources are not supported in TIP calls:
—
USB content from the Polycom Touch Control
—
People+Content IP®
To enable TIP:
1
Install the TIP option key on all of the HDX codecs in the ITP system as
described in the Upgrading the Polycom HDX Software section on page
1-1.
When you install the TIP option key, the following changes are made
automatically on each of the HDX codecs:
— A TIP check box is displayed and enabled on the HDX Call Preference
screen.
— The SIP (TIP) Calls settings appear on the HDX Call Preference
screen.
— The 1024 setting is enabled on the HDX Call Speeds screen.
2
Register the Primary HDX codec with the Cisco Unified Communications
Manager (CUCM) as described in the Polycom Unified Communications for
Cisco Environments document.
3
Verify the settings required for ITP TIP on the HDX Call Preference
screen:
a
Log into the Polycom HDX web UI.
b
Go to Admin Settings > Network > Call Preference.
c
Ensure that the H.323, SIP, and TIP check boxes are selected.
Note that if TIP interoperability is required, you must select the SIP
and TIP check boxes on all of the codecs in the ITP room. If TIP is not
required, do not select the TIP and SIP check boxes.
4
8–2
Verify the settings required for ITP TIP on the HDX Network Dialing
screen:
a
Go to Admin Settings > Network > Network Dialing.
b
Ensure that the Preferred Dialing Method field is set to Auto.
c
Ensure that the Call Preference field is set to Video then Phone.
Polycom, Inc.
Managing TIP, User-Initiated Multipoint Conferences, and DBA
d
If the ITP system needs to be configured to use both TIP and H.323
simultaneously, ensure that the Video Dialing Order #1 field is set to
H.323 and the Video Dialing Order #2 field is set to IP SIP.
If the ITP system does not need to be configured to use both TIP and
H.323 simultaneously, you can set the Video Dialing Order field as
needed for your particular environment.
e
Ensure that the Phone Dialing Order field is set to Analog phone.
For more information about configuring settings on the HDX, refer to the
Administrator’s Guide for Polycom HDX Systems.
Enabling User-Initiated Multipoint Conferences
Historically, multipoint calls involving ITP systems were initiated by
conference operators through the Polycom RMX conference platform.
However, with ITP software version 2.5 and later, you can configure your ITP
system to enable these four different types of user-initiated multipoint
conferences:
•
Polycom Conferencing for Microsoft Outlook: Using the Polycom Touch
Control or the Crestron Touch Panel, users can view a list of scheduled
meetings and join those meetings.
•
Meeting Composer: Using the Polycom Touch Control or the Crestron
Touch Panel, users can launch multipoint calls directly from the ITP room
by choosing all of the conference participants from Favorites (for Polycom
Touch Control sites) or from the directory (for both Polycom Touch
Control and Crestron Touch Panel sites). Once the conference is
connected, users can add and drop conference participants as needed.
•
Group Dialing (for Polycom Touch Control sites) or Multipoint Speed
Dialing (for Crestron Touch Panel sites): Using the Polycom Touch
Control or the Crestron Touch Panel, users can launch Polycom RMX calls
to multiple sites at one time simply by pressing a Favorite (for Polycom
Touch Control sites) or a Speed Dial button (for Touch Panel sites) that the
administrator has configured to dial a pre-determined list of sites.
•
Single Touch Multipoint: Using the Polycom Touch Control or the
Crestron Touch Panel, users can call a Polycom RMX Virtual Meeting
Room (VMR) simply by pressing a Favorite (for Polycom Touch Control
sites) or a Speed Dial button (for Touch Panel sites) that the administrator
has configured to dial into the VMR.
These user-initiated multipoint conference features are available only to sites
using a Polycom RMX conference platform and the Polycom Multipoint
Layout Application (MLA). If the site is using an RMX and the MLA, you
should perform the steps in the following subsections whether you are
configuring a new ITP room or you are upgrading an ITP room from an earlier
version.
Polycom, Inc.
8–3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
If you are using the ATX SDK, some of the functionality described in this chapter
may not be available depending on which capabilities your integrator chose to
include.
Configuring the Polycom MLA, HDX System, and RMX for User-Initiated
Multipoint Conferences
To configure user-initiated multipoint conferencing, you must:
•
Configure the MLA to run in automatic conference layout mode.
•
Set up the proper naming conventions on the HDX codecs.
•
Enable specific telepresence conference profiles on a Polycom RMX
conference platform.
Configuring the MLA for Automatic Layout Mode
MLA supports two types of automatic conference layout modes:
•
Room Continuous Presence: In this standard mode, the multipoint view
is automatically generated either to follow the principles of Polycom
immersive telepresence multipoint (that is, all participants are “present”
during a multipoint conference) or to fit a custom-set view configured by
the conference administrator for the sites in a particular conference.
•
Voice Activated Room Switching (VARS): VARS is different from
standard Room Continuous Presence mode in that the speaker’s site is the
only site seen by others. The view of the speaker’s site is sized to be as large
as possible on all of the other participants’ displays. The current speaker
sees the previous speaker’s site (that is, the speaker’s layout remains
unchanged). Layouts used in VARS are not customizable.
To enable the MLA to apply these video layouts automatically, you must select
the Automatic Layout check box for each Polycom RMX on the MLA MCU
Connection screen.
8–4
Polycom, Inc.
Managing TIP, User-Initiated Multipoint Conferences, and DBA
Figure 8-1 MLA MCU Connection Screen
Additionally, you must configure the MLA to connect to each of the RMXs that
are used for user-initiated conferences. Typically, this is done by the
administrator; therefore, you may have to ask the administrator to perform
this procedure for you.
For more information about how to configure the MLA for automatic mode,
refer to the Polycom Multipoint Layout Application User Guide.
Setting Up Naming on the HDX Codecs
When dialing into a Polycom RMX conference platform, the HDX codecs in the
ITP rooms must have their system names and H.323 names configured
properly so that the MLA will recognize them as belonging to the same
telepresence room. The system names and H.323 names on the HDX codecs
must follow the site naming conventions described in the Polycom Multipoint
Layout Application User Guide.
To edit the system names and H.323 names on the HDX codecs, you can use
either the HDX embedded UI or the HDX web UI. For more information, refer
to the Administrator’s Guide for Polycom HDX Systems.
Configuring the Polycom RMX Conference Profile
To use the user-initiated multipoint conferencing features, you must configure
a conference profile on each of the Polycom RMX conference platforms that are
used for user-initiated conferences. Typically, this is done by the
administrator; therefore, you may have to ask the administrator to perform
this procedure for you.
Polycom, Inc.
8–5
Polycom Immersive Telepresence (ITP) Administrator’s Guide
For complete information about supported conference profiles for
telepresence, refer to the Polycom Immersive Telepresence Deployment Guide. For
complete information about configuring the Polycom RMX, refer to the RMX
Administrator’s Guide.
When configuring the Polycom RMX, note that MPM, MPM+, and MPMx
hardware support telepresence conference profiles.
Enabling Polycom Conferencing for Microsoft Outlook
Polycom Conferencing for Microsoft Outlook enables ITP system users to use
the calendar feature on the Polycom Touch Control or on the Crestron Touch
Panel. This feature is available only:
•
If the ITP system can connect to the Microsoft Exchange Server 2007.
•
If the Enhanced UI is being used (for Touch Panel sites only).
Polycom Implementation and Maintenance services provide support for Polycom
solution components only. Additional services for supported third-party Unified
Communications (UC) environments integrated with Polycom solutions are
available from Polycom Global Services and its certified Partners to help customers
successfully design, deploy, optimize, and manage Polycom visual communication
within their third-party UC environments. UC Professional Services for Microsoft
Integration is mandatory for Polycom Conferencing for Microsoft Outlook and
Microsoft Office Communications Server or Microsoft Lync Server integrations. For
additional information and details, please refer to
http://www.polycom.com/services/professional_services/index.html or contact your
local Polycom representative
To enable Polycom Conferencing for Microsoft Outlook:
1
Configure the mailboxes and Active Directory accounts for each ITP
room.
You must configure an Exchange room mailbox and an Active Directory
account (which is used to authenticate with Exchange) for each ITP room.
Note that you must configure the mailbox and account for each ITP room,
not for each HDX codec in the ITP room.
Keep in mind that, in many environments, User and Room accounts are
likely to already be configured. However, room mailboxes and accounts
associated with the ITP room need additional configuration.
For more information about how to perform this step, refer to the
“Configure Mailboxes for Room-based HDX Systems” section of the
Polycom Unified Communications Deployment Guide for Microsoft
Environments. This guide is available at
http://support.polycom.com/PolycomService/support/us/support/str
ategic_partner_solutions/microsoft_software_download.html.
8–6
Polycom, Inc.
Managing TIP, User-Initiated Multipoint Conferences, and DBA
Configure Polycom HDX system calendaring settings.
2
You must configure calendaring settings for the Primary HDX codec in the
ITP room. When configuring these settings for the Primary HDX codec,
you need to specify the Room Mailbox and the Active Directory user name
for the service account that manages the mailbox.
For more information about how to perform this step, refer to the
“Configure Polycom HDX System Calendaring Settings” section in the
Polycom Unified Communications Deployment Guide for Microsoft
Environments. This guide is available at
http://support.polycom.com/PolycomService/support/us/support/str
ategic_partner_solutions/microsoft_software_download.html. You can
also refer to the Administrator’s Guide for Polycom HDX Systems for
additional information about configuring HDX settings.
If the ITP system is not registered with calendaring services and you choose to
register it by selecting the Register with Calendaring Services check box on the
HDX web UI Calendaring Service screen, you must reboot the System Controller in
order to enable the calendar features on the Polycom Touch Control or on the
Crestron Touch Panel.
Enabling Meeting Composer and Group Dialing or Multipoint Speed Dialing
In order to enable Meeting Composer and either group dialing (for ITP sites
with a Polycom Touch Control) or Multipoint Speed Dial (for ITP sites with a
Crestron Touch Panel):
•
Ensure that you have set up the MLA for automatic layout mode.
•
Ensure that you have set up the proper naming conventions on the HDX
codecs.
•
Ensure that you have configured the Polycom RMX conference profile.
•
Configure the ITP room’s Primary HDX codec to access the Polycom RMX
as described in the following section. If not, the Polycom Touch Control or
Crestron Touch Panel UI will not allow the user to enter more than one site
into a call.
•
For sites using the Crestron Touch Panel only, ensure that the Touch Panel
is configured to use the Enhanced UI as described in the Selecting the
Enhanced or the Classic User Interface on page 3-6.
Note that the Enhanced UI is only available for ITP systems using the
10-inch Touch Panel.
Configuring the ITP Room to Access the Polycom RMX
For each ITP room, you must configure the Primary HDX codec in the room to
access the Polycom RMX. You do not have to configure the remaining codecs
in the room.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
To configure the ITP room to access the Polycom RMX:
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Global Services > Conference Server.
Note that the Conference Server menu item only appears if the HDX is
configured as a telepresence system.
3
Fill in the fields on the screen:
a
Select the Enable RMX check box.
Figure 8-2 HDX Web UI RMX Settings Screen
b
In the Server Address field, enter the IP address and port for the
Polycom RMX.
c
In the User Name field, enter the user name. The Polycom RMX
administrator will provide you with the user name.
d
In the Password field, select the Password check box the first time you
perform the configuration. You can then enter the RMX password.
The Polycom RMX administrator will provide you with the password.
e
In the Conference Layout field, select either Continuous presence or
Voice-activated switching.
Selecting Continuous presence will result in a Room Continuous
Presence conference; selecting Voice-activated switching will result
in a VARS conference as described in the Configuring the MLA for
Automatic Layout Mode section on page 8-4.
8–8
Polycom, Inc.
Managing TIP, User-Initiated Multipoint Conferences, and DBA
f
In the Conference Profile Name field, enter a conference profile name
that is configured on the Polycom RMX. (This is the name that you
created when you performed the procedures in the Configuring the
Polycom RMX Conference Profile section on page 8-5.)
The Conference Profile must exist on the RMX server. If it does not,
you will not be able to create conferences.
g
In the Local System Addresses fields, enter the addresses of the local
ITP room’s codecs (the Polycom RMX will use these addresses to call
the room). You can enter IP addresses, H.323 E.164 numeric addresses,
H.323 alphanumeric aliases, or SIP addresses in these fields.
If your system in configured for both SIP and H.323, include the
protocol prefix in the address, such as h323:22345 or
sip:[email protected]
4
Click Update.
5
Reboot the System Controller.
(Anytime you enable or disable the Polycom RMX, you must reboot the
System Controller to make it aware of the change.)
Enabling Single Touch Multipoint
To enable Single Touch Multipoint, you must:
1
Create a Virtual Meeting Room on the Polycom RMX.
2
Add the Virtual Meeting Room to Favorites (for ITP sites with a Polycom
Touch Control) or to the local directory (for ITP sites with a Crestron
Touch Panel).
3
Configure the speed dials for the Virtual Meeting Rooms (for ITP sites
with a Crestron Touch Panel only).
Each of these is explained in the following sections.
Creating a Virtual Meeting Room on the Polycom RMX
When creating the VMR for Single Touch Multipoint, keep the following
general guidelines in mind:
•
Polycom, Inc.
You can configure any number of VMRs on the RMX with a conference
profile that has telepresence mode enabled. Each VMR must have a dial-in
number.
8–9
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
To indicate to the MLA that the conference should be given an automatic
video layout, configure the settings for Telepresence in the RMX
conference profile. For information about how to do this, refer to the RMX
Administrator’s Guide and the Polycom Immersive Telepresence Deployment
Guide.
Note that in RMX Version 5.0 and earlier, a naming convention using the
keywords AUTO and ROOMSWITCH was used. In most cases, this
convention is no longer required. If, however, this older convention is
used, the MLA will follow it instead of the current settings.
•
Optionally, the VMR can require a password for access. Configure the
password for a Single Touch Multipoint conference in the same way as
any RMX password-protected conference.
•
To enable the Polycom RMX to automatically connect to a particular site
when another site dials in to a VMR, you can add that particular site as a
dial-out participant in the VMR. For example, if you always want the RMX
to connect to Site ABC when Site XYZ dials in, you can add Site ABC as a
dial-out participant in the VMR.
When you are creating the VMR, be sure to note down the following:
•
The RMX prefix.
•
The meeting room ID.
When combined, these two become the VMR address. For example, if the RMX
prefix is 12 and the meeting room ID is 4000, the VMR address is 124000.
Adding a Virtual Meeting Room to Favorites (Sites with a Polycom
Touch Control)
At ITP sites with a Polycom Touch Control, adding a Virtual Meeting Room
(VMR) to Favorites is similar to adding an ITP room. When dialing into a
VMR, each of the local ITP system’s codecs calls the same VMR address;
therefore, you must add a site to Favorites that has the same number of codecs
as the local system, with each codec having the same address.
For example, if the VMR is named Evergreen, the VMR address is 138888, and
the local system has four codecs, you must perform steps 1 through 6 on page
7-6 and 7-8 to create one Favorite named Evergreen that has the same address for
each codec, such as 13888;13888;13888;13888.
Adding a Virtual Meeting Room to the Local Directory (Sites with a
Crestron Touch Panel)
At ITP sites with a Crestron Touch Panel supplied by Polycom, adding a
Virtual Meeting Room (VMR) to the local directory is similar to adding an ITP
room. When dialing into a VMR, each of the local ITP system’s codecs calls the
8–10
Polycom, Inc.
Managing TIP, User-Initiated Multipoint Conferences, and DBA
same VMR address; therefore, you must add a site to the directory that has the
same number of codecs as the local system, with each codec having the same
address.
For example, if the VMR is named Evergreen, the VMR address is 138888, and
the local system has four codecs, you must perform steps 1 through 6 on page
7-6 and 7-8 to create one Favorite named Evergreen that has the same address for
each codec, such as 13888;13888;13888;13888.
Configuring the Favorites or the Speed Dials for Virtual Meeting
Rooms (Sites with a Crestron Touch Panel)
At ITP sites with Crestron Touch Panel supplied by Polycom, once you have
added the VMRs to the local directory, you can create Speed Dial buttons for
the VMRs. You can do this in the same way you create other Speed Dial
buttons. For information about how to do this, refer to Configuring Speed Dial
Buttons on page 7-17.
TPX Limitation (Sites with a Crestron Touch Panel)
If a TPX HD 204M calls into an Polycom RMX VMR, it will appear to the MLA
as if it were an RPX HD 200 Series room. The default automatic layouts for
Room Continuous Presence conferences that include any anonymous dial-in
TPX HD 204M systems will not work well.
To correct this, you can configure the RMX meeting room to have a known
dial-in entry from the RMX address book. If the TPX HD 204M room is
pre-configured as a dial-in entry, then it will be recognized properly as a TPX
HD 204M by the MLA.
Disabling Dynamic Bandwidth Allocation (DBA)
Polycom recommends that you disable Dynamic Bandwidth Allocation (DBA)
for ITP systems.
ITP systems are commonly deployed in environments that have a network
designed and managed to always provide bandwidth without congestion,
therefore DBA is not required.
To disable DBA:
Polycom, Inc.
1
Log into the Polycom HDX web UI.
2
Go to Admin Settings > Network > IP Network.
3
In the Quality of Service section, clear the Dynamic Bandwidth check
box.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
For more information about DBA and the Quality of Service settings, refer to
the Administrator’s Guide for Polycom HDX Systems.
If your ITP network environment does not always provide bandwidth without
congestion, then DBA can be enabled to help improve the overall quality of the
conferencing link.
8–12
Polycom, Inc.
9
Maintaining the ITP Room
This chapter lists procedures you may need to perform to maintain the RPX,
OTX, TPX, or ATX telepresence rooms. These procedures include:
•
Powering up and down
•
Configuring the NTSC and PAL camera settings
•
Accessing the RPX security camera
•
Accessing the HDX, RMX, and Polycom Touch Control logs
•
Checking the OTX and TPX display settings
•
Using the Admin screen
•
Using Telnet commands to access the System Controller
•
Replacing the RPX and OTX lamps and bulbs
•
Caring for the room
Powering Up and Down
This section describes how to power up and power down all of the
components in the ITP room whether you are physically located in the room
or you are at a remote site.
Powering Up and Down While Onsite
To power up while onsite:
1
Power up all of the components in the room (except for the System
Controller) by plugging in the components and/or pressing the Power
buttons on the components.
2
Wait until all of the HDX codecs are completely powered up, and then
power up the System Controller.
9–1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
To power down while onsite:
1
For RPX sites only, power down the projectors using the Display Off
button on the Admin screen. Wait five minutes to allow the projectors to
cool down.
For more information about the Admin screen, see the Accessing and
Using the Admin Screen section on page 9-14.
2
Power down the remaining components in the room either by pressing
the Power buttons or by unplugging the components.
Powering Up and Down Remotely (RPX and OTX Sites)
You can remotely power up and power down all of the components that are
connected to the APC® Power Distribution Unit (PDU) at RPX and OTX sites.
For both RPX and OTX systems, the APC PDU provides power to components
such as the HDX codecs and the System Controller.
In order to power up and down remotely, all cables to the PDU must be
connected according to the wiring specification:
•
For RPX HD 400 Series systems, refer to the Polycom RPX HD 400 System
Design Specification (part number 3725-09582-001 for North America or
3725-09583-001 for elsewhere).
•
For RPX HD 200 Series systems, refer to the Polycom RPX HD 200 System
Design Specification (part number 3725-09584-001 for North America or
3725-09585-001 for elsewhere).
•
For OTX 300 systems, refer to the Open Telepresence Experience (OTX) 300
System Wiring Specification (part number 3725-09744-001).
•
For OTX 100 systems, refer to the Open Telepresence Experience (OTX) 100
System Wiring Specification (part number 3725-63288-001 for standard OTX
100 systems or part number 3725-63544-001 for OTX 100 Compact
systems).
To power up remotely:
1
Connect to the APC power switch in the telepresence room by entering
the IP address of the APC.
Each of the components connected to the ports on the APC will appear
onscreen.
9–2
2
Select the components you want to power up except for the System
Controller.
3
Wait until all of the HDX codecs are completely powered up, and then
power up the System Controller.
Polycom, Inc.
Maintaining the ITP Room
To power down remotely:
1
For RPX sites only, access the System Controller via a Telnet connection,
and issue the display off command to power down the projectors. Wait
five minutes to allow the projectors to cool down.
For more information about using Telnet commands, see the Using Telnet
Commands to Access the System Controller section on page 9-18.
2
Connect to the APC power switch in the telepresence room by entering
the IP address of the APC.
Each of the components connected to the ports on the APC will appear
onscreen.
3
Select the components you want to power down.
Configuring the NTSC and PAL Camera Settings (RPX and
OTX Sites)
RPX system cameras are automatically set to NTSC (60 Hz) when the Polycom
installer runs the Telepresence Tool during the installation procedure. Do not
change this setting regardless of the country in which the RPX system is
located.
OTX system cameras may be set to NTSC or PAL depending on the lights in
the room and the country in which the room is located.
Accessing the Security Camera (RPX Sites)
The security camera is also known as the web camera or the rear monitoring
camera, and is available only at RPX sites. You can monitor the RPX room
using this camera. This is often helpful when a customer in the RPX room calls
for technical assistance.
Depending on when the RPX system was installed, the security camera may be
the Axis® camera part number 1624-63854-001 or part number 1624-28763-001:
•
If you need additional information about Axis camera (part number
1624-63854-001), refer to the Axis M31 Network Camera Series Installation
Guide or User’s Manual.
•
If you need additional information about Axis camera (part number
1624-28763-001), refer to the Axis 209MFD/MFD-R/MFD-R M12 Fixed
Dome Network Camera Installation Guide or User’s Manual.
The Axis installation instructions are included with the security camera kit,
and the user guide is available on the CD that is provided with the camera.
You can also find these documents online at http://www.axis.com/techsup/.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Before you access the security camera, you must ensure that:
•
You are using one of these supported web browsers: Microsoft Internet
Explorer®, Mozilla® Firefox®, or Apple® Safari®.
•
You have the IP address for the camera.
The IP address is typically assigned by the installer during the RPX system
installation. However, if you need information about how to assign the IP
address, refer to the Axis Installation Guide or User’s Manual.
•
You have the root password for the camera.
The root password is typically set by the installer during the RPX system
installation. However, if you need information about how to set the
password, refer to the Axis Installation Guide or User’s Manual.
To access the security camera:
1
Start your Microsoft Internet Explorer, Mozilla Firefox, or Apple Safari
browser.
2
Enter the IP address or host name of the camera in the Location/Address
field of your browser.
If you have a Macintosh computer, click on the Bonjour tab and select
AXIS M3113\ASIX M3114 from the drop-down list.
3
Enter the user name and password.
The camera’s Live View page appears in your browser. You can then pan
and zoom to view the room, take snapshots to document a problem, or
perform any of the other functions described in the Axis User’s Manual.
Accessing the HDX, RMX, and Polycom Touch Control Logs
This section describes how to access the HDX, RMX, and Polycom Touch
Control logs. If a problem occurs, you may be asked to access the logs so that
you can send them to your support representative. For the Polycom Touch
Control, you may want to transfer the logs to a USB storage device before the
log threshold is reached.
Accessing the HDX Logs
To access the HDX logs:
9–4
1
Log into the Polycom HDX web UI.
2
Go to Diagnostics > System Log > Download Logs.
Polycom, Inc.
Maintaining the ITP Room
3
Click Download support information package...
4
Select Save and select the directory where you want to save the log files.
Accessing the RMX Logs
Only users who are logged in as administrators are allowed access to the RMX
logs.
To access the RMX logs:
1
Log into the Polycom RMX web UI as an administrator.
2
Go to Administration > Tools > Logger Diagnostics Files.
3
On the Logger Diagnostics File screen, highlight the logs that you want.
You can use the date and time stamp to quickly find the needed logs.
4
Click Browse to select the directory where you want to save the log files.
5
Click Retrieve Files.
Accessing the Polycom Touch Control Logs
You can transfer the Polycom Touch Control logs to an external USB storage
device.
To access the Polycom Touch Control logs:
1
Ensure that a USB device is connected to the USB port on the right side of
the Polycom Touch Control.
2
Touch
Administration on page 3 of the Polycom Touch Control
Home screen.
3
Enter the Admin ID and password.
The default Admin ID is admin. The default password is 456.
4
Under Security, select Transfer Touch Control Logs to USB Device.
A popup message displays when the log transfer completes successfully.
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Checking the Display Settings (OTX and TPX Sites)
This section lists the display settings for the OTX 300, OTX 100, and TPX HD
306M displays. The settings may vary depending on your display model as
well as your software version. These settings should not be changed after the
initial installation. However, if a user inadvertently changes some of the
settings, you may need to check and reset them.
To perform this procedure, you must:
•
Be on site in the OTX or TPX room.
•
Have access to the display remote controls.
•
Ensure that each display is powered on.
OTX Display Settings
To check the display settings at OTX sites:
>> For all OTX displays, these are the settings:
Menu
Setting
Picture
Picture Mode = Polycom
Contrast = N/A
Brightness = N/A
Color = N/A
Sharpness = N/A
Tint = N/A
3d NR = N/A
MPEG NR = N/A
= 16:9
Picture (continued)
9–6
Color Temp = N/A
Polycom, Inc.
Maintaining the ITP Room
Menu
Setting
Setup
Menu Language = English
Menu Timeout = 10s
Menu Background = Opaque
Sleep Timer = OFF
Backlight = LIGHT
Power Save = 1 Min
Auto Power Down = OFF
Memo = OFF
Status Display = OFF
S/W Version = 65FADM-100629
TPX Display Settings
To check the display settings at TPX sites using version 2.6 or later with LG
Electronics displays:
>> For North America, Europe, and Australia LG displays, these are the
settings:
Polycom, Inc.
Menu
Setting
Setup
N/A
Audio
N/A
Time
N/A
Lock
N/A
Bluetooth®
N/A
USB
N/A
Channel
N/A
9–7
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Menu
Option
(for North America
displays)
Option
(for Europe
displays)
Option
(for Australia
displays)
9–8
Setting
Menu
English
Audio Language
English (N/A)
Input Label
N/A
SIMPLINK
On
Key Lock
Off
Caption
Off (N/A)
Demo Mode
Off (N/A)
ISM Method
Normal
Set ID
1
Initial Setting
Home Use
Menu
English
Audio Language
English
Subtitle Language
English
Hard of Hearing
Off
Country
UK
Input Label
N/A
SIMPLINK
On
Key Lock
Off
Simple Manual
N/A
Set ID
1
ISM Method
Normal
Mode Setting
Home Use
Factory Reset
N/A
Subtitle
Off (N/A)
Input Label
N/A
SIMPLINK
On
Key Lock
Off
Set ID
1
ISM Method
Normal
Polycom, Inc.
Maintaining the ITP Room
Menu
Option
(for Australia
displays)
Picture
Setting
Demo Mode
Off
Mode Setting
Home Use
Factory Reset
N/A
Aspect Ratio
Just Scan
Picture Wizard
N/A
Energy Saving
Off
Picture Mode
Standard (User)
Contrast = 90
Brightness = 50
Sharpness = 40
Colour = 60
Tint = 0
Advanced
Control
Colour
Temperature =
Medium
Dynamic Contrast
= Off
Dynamic Colour =
Off
Noise Reduction =
Low
Gamma =
Medium
Black Level = Low
Film Mode = Off
(N/A)
Colour Gamut =
Wide
Edge Enhancer =
On
xvYCC = N/A
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
To check the display settings at TPX sites using version 2.0 or later with Pioneer®
displays:
•
For North America Pioneer displays (model number PDP-6020FD), these
are the settings:
Menu
Setting
Channel
N/A
Favorite
N/A
Input
Input 4
Home Media Gallery
N/A
Setup
Option
HDMI Input
Signal Type = Video
Video = Color-3
Audio = AUTO
HDMI Control Settings
Input Setting = Off
Orbiter = Off
Label Input = N/A
Auto Size = Off
Side Mask
Brightness Sync = Fixed
Video Pattern = N/A
Game Control Pref =
Off
Room Light Sensor =
Off
Screen Protection =
No
Label Input = N/A
Picture
AV Selection = Game
Contrast = 40
Brightness = +5
Color = 0
Tint = 0
Sharpness = 0
PureCinema
Film Mode = Off
Text Optimization = Off
9–10
Polycom, Inc.
Maintaining the ITP Room
Menu
Setup
(continued)
Setting
Sound = N/A
Power Control
Energy Save = Off
No Signal Off =
Disable
No Operation Off =
Disable
Sleep Timer = Off
System Setup =
N/A
Favorite Setup =
N/A
•
For EMEA Pioneer displays (model number PDP-LX6090), these are the
settings:
Menu
Option
Setting
HDMI Input
Signal Type =
Video
Video = Color-3
HDMI Control
Settings
Input Setting = Off
HD AV Converter =
Disable
Blue LED Dimmer =
N/A
Orbiter = Off
Video Pattern = N/A
Drive Mode = 1
Game Control Pref =
Off
Room Light Sensor
= Off
Screen Protection =
No
Auto Size = Off
Side Mask
Polycom, Inc.
Brightness Sync =
Fixed
9–11
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Menu
Picture
Setting
AV Selection =
Game
Contrast = 40
Brightness = +5
Colour = 0
Tint = 0
Sharpness = 0
Pro Adjust
PureCinema
Film Mode = Off
Text Optimization =
Off
Intelligent Mode =
Off
Picture Detail
DRE Picture = Mid
Black Level = Off
ACL = Off
Enhancer Mode = 2
Gamma = 2
Colour Detail
Colour Temp = Mid
CTI = Off
Colour Management
= R/Y/G/C/B/M = 0
Colour Space = 1
Noise Reduction
3DNR = Mid
Field NR = Off
Block NR = Off
Mosquito NR = Off
Others = N/A
Sound = N/A
Power
Control
Energy Save = Off
No Signal Off =
Disable
No Operation Off =
Disable
9–12
Polycom, Inc.
Maintaining the ITP Room
Menu
Setting
Sleep Timer
= Off
Setup = N/A
Home Media
Gallery =
N/A
To check the display settings at TPX sites using versions earlier than version 2.0:
>> For North America displays, these are the settings:
Menu
Setting
Channel
N/A
Favorite
N/A
Input
N/A
Home Media Gallery
N/A
Setup
Option
HDMI Input
Signal Type = PC
Video = Color-4
Audio = AUTO
HDMI Control Settings
Input Setting = Off
Orbiter = Off (N/A in
EMEA)
Label Input = N/A
Picture
AV Selection = Standard
Contrast = 40
Brightness = +5
Red = 0
Green = 0
Blue = 0
Sound
N/A
Power Control
Energy Save = Off
Sleep Timer = Off
Favorite Setup = N/A
Polycom, Inc.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Accessing and Using the Admin Screen
The Admin screen enables administrators to view call and system information
and perform functions that are unavailable to the user.
The Admin screen varies depending on whether you have a Polycom Touch
Control or a Crestron Touch Panel. If you have a Polycom Touch Control, refer
to the following section. If you have a Crestron Touch Panel, refer to the
Accessing the Touch Panel Admin Screen on page 9-16.
Accessing the Polycom Touch Control Admin Screen
This section describes the Admin screen used with the Polycom Touch
Control. The Polycom Touch Control is available with the RPX, OTX, and ATX
300 (with the non-customizable Polycom GUI), software version 3.0. This
section does not include information about any Admin screen that may be
available with the ATX SDK.
For information about how to use the rest of the Polycom Touch Control user
interface for software version 3.0, refer to the Polycom Immersive Telepresence
(ITP) User’s Guide or the customer-specific user guide for the ATX.
To access the Polycom Touch Control Admin screen:
1
Touch
Administration on page 3 of the Polycom Touch Control
Home screen.
2
Enter the Admin ID and password.
The default Admin ID is admin. The default password is 456.
3
Touch Done.
4
Touch the ITP tab if you are not already on the ITP page.
Figure 9-1 shows page 1 of the Admin screen for an OTX 300 system,
Figure 9-2 shows page 2, and Figure 9-3 shows page 3.
9–14
Polycom, Inc.
Maintaining the ITP Room
Figure 9-1 Polycom Touch Control Admin Screen Page 1 — OTX 300 Example
Figure 9-2 Polycom Touch Control Admin Screen Page 2 — OTX 300 Example
Figure 9-3 Polycom Touch Control Admin Screen Page 3 — OTX 300 Example
Polycom, Inc.
9–15
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Accessing the Touch Panel Admin Screen
This section describes the Admin screen used with the Crestron Touch Panel
supplied by Polycom. The Touch Panel is available with the RPX, OTX, TPX,
and ATX 300 (with the non-customizable Polycom GUI), software version 2.7.1
and earlier. This section does not include information about any Admin screen
that may be available with the ATX SDK.
For information about how to use the rest of the Touch Panel user interface for
software version 2.7.1 and earlier, refer to the Polycom RPX User Guide, Polycom
OTX 300 User Guide, Polycom TPX User Guide, or the customer-specific user
guide for the ATX.
With the Touch Panel, you can access the full Admin screen or you can choose
to access only the display on/off controls and the OTX content monitor lift
up/down controls. This section describes both of these options.
To access the full Touch Panel Admin screen:
>> Touch
on the Touch Panel for seven seconds.
Figure 9-4 shows a sample Admin screen for an RPX 200 Series. This
screen will appear slightly different if you have an RPX 400 Series. For
example, four bars at the top of the screen and four codecs will be
displayed for the RPX 400 Series.
Figure 9-4 Touch Panel Admin Screen — RPX 200 Example
9–16
Polycom, Inc.
Maintaining the ITP Room
Figure 9-5 shows a sample Admin screen for a TPX 306M (the Admin
screens for the OTX and the ATX with the Polycom GUI are very similar).
Note that the codec that was previously labeled as “Left” on this TPX
screen is now labeled “Secondary”.
Figure 9-5 Touch Panel Admin Screen — TPX 306M Example
To access only the display on/off controls and the OTX content monitor lift
up/down controls:
>> Touch
on the Touch Panel for five seconds.
A pop-up window appears.
Using the Admin Screen
You can use the Polycom Touch Control Admin screen and the Touch Panel
Admin screen to do the following:
•
Power the displays on or off.
To access the display controls with the Crestron Touch Panel, touch
on the Touch Panel Start screen for five seconds.
•
Show or hide the video from the cameras on the displays.
Note that in order to show video on the displays, the displays must first be
powered on.
•
Polycom, Inc.
Initialize the displays to optimal settings (OTX and TPX systems only with
the Polycom Touch Control or the Crestron Touch Panel).
9–17
Polycom Immersive Telepresence (ITP) Administrator’s Guide
•
Lock or unlock the IR for the display remote controls (OTX and TPX
systems only; also depends on which displays are used with the system).
•
Enable the IR for the projectors so that the projector remote controls can be
used to service or configure the projectors (RPX systems only with the
Polycom Touch Control or the Crestron Touch Panel).
•
Change the call speeds.
Entering a call speed on the Admin screen will force the system to override
the preferred call speed set in the HDX Call Preference screen and use the
one specified here. (For more information about setting the call speed, see
the note on page 4-10.)
•
Specify either 720p60 or 1080p30 as the video format preference.
•
Place an internal loopback call.
•
Hang up the current call.
•
Raise or lower the OTX tabletop content monitors (OTX systems only with
the Polycom Touch Control or the Crestron Touch Panel).
To access OTX content monitor controls with the Touch Panel, touch
on the Touch Panel Start screen for five seconds.
In addition, you can use the Crestron Touch Panel Admin screen to view the
following system information. (With the Polycom Touch Control, you can
view the system information by touching
System on page 2 of the
Polycom Touch Control Home screen.)
•
View the IP address, system name, model, and software version for each
codec.
•
View the call statistics, including the call speed and format.
•
View the IP address for the System Controller.
•
View the software version for the System Controller.
•
View the software version for the Touch Panel.
Using Telnet Commands to Access the System Controller
The following table lists the commands that you can invoke via TCP/IP
(Telnet) connection to the System Controller. The traditional Telnet port (port
23) or the Toolbox application can be used to invoke the commands.
9–18
Command
Action
debug on
Turns on debug statements for logging and
troubleshooting
debug off
Turns off debug statements
Polycom, Inc.
Maintaining the ITP Room
Command
Action
display on
Powers on all projectors (RPX only)
display off
Powers off all projectors (RPX only)
displays on
Powers on all displays (OTX and TPX only)
displays off
Powers off all displays (OTX and TPX only)
projector lamp report
Reports lamp hours for all projectors (RPX only)
loopback
Enters loopback mode
hang up
Hangs up the video call
default 1536 or default 1.5 MB
Sets the default call speed to 1.5 MB
default 1920 or default 2MB
Sets the default call speed to 2MB
default 3072 or default 3MB
Sets the default call speed to 3MB
default 4096 or default 4MB
Sets the default call speed to 4MB
default 6144 or default 6MB
Sets the default call speed to 6MB
1080p30
Sets the video format to 1080p30 on all codecs
720p60
Sets the video format to 720p60 on all codecs
To enter a comment, use this syntax: userprogcmd “<cmd>”. For example, to set
the default call speed to 2MB, enter userprogcmd “default 1920”.
Note that the call speed set by Telnet command does not override the
preferred call speed set in the HDX Call Preference screen. However, if the call
speed for a site is set to Auto, the call speed specified by Telnet command will
be used. (For more information about setting the call speed, see the note on
page 4-10.)
Replacing the Lamps and Bulbs (RPX and OTX Sites)
This section provides information about the projector lamps and ceiling cloud
light bulbs used in RPX rooms, and the light bulbs used in OTX rooms.
RPX Projector Lamps
You should monitor the projector lamp life so that replacements can be
ordered as needed. You can monitor the lamp life whether or not you are at the
RPX site. Polycom recommends replacing the projector lamps at two-thirds of
their lamp life.
Polycom, Inc.
9–19
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Customers must obtain their own replacement lamps for NEC® and
Panasonic® projectors; for Delta® projectors, customers must order the lamps
from Polycom. Lamps for all the projectors must be replaced by
Polycom-authorized technicians.
The following table lists information about the projector lamps for each RPX
version.
Projector Lamp Life
Projector
Model
Projector Lamp
Model
The Full Lamp
Life Is...
But You Should
Replace it After...
NEC NP-1000
NEC NP01LP
2000 hours
1600 hours
NEC NP-1150
NEC NP06LP
2000 hours
1600 hours
Panasonic XGA
4000
Panasonic ET-LAD40
or ET-LAD40W
3000 hours
2000 hours
Delta VW-7008
or
Delta VW-7028
Special lamp
assembly sold by
Polycom only
(Polycom part number
1530-29756-001)
6000 hours
4000 hours
To check the projector lamp hours when you are not at the ITP site:
1
Open the Toolbox application and select the Text Console icon.
2
At the prompt, enter userprogcmd “projector lamp report”.
A list of the lamp hours used for each lamp will appear onscreen.
To check the projector lamp hours when you are at the ITP site:
1
On the Admin screen, touch the Service button to enable the IR for the
projector remote control.
2
Using the projector remote control, press the Menu button.
3
Use the down arrow to select SYSTEM STATUS and press Enter.
A list of the lamp hours used for each lamp will appear onscreen.
4
9–20
On the Admin screen, touch the Service button again to disable the IR for
the projector remote control.
Polycom, Inc.
Maintaining the ITP Room
RPX Ceiling Cloud Light Bulbs
Polycom recommends replacing the RPX ceiling cloud light bulbs once a year.
This recommendation is based on leaving the lights on continuously.
Customers must obtain their own replacement bulbs. These bulbs can be
installed by the customer’s electrician.
The following table lists information about the light bulbs for each RPX
version.
RPX Version
Region
Bulb
Polycom Part
Number
1.0 and 1.2
North America
USHIO™ FB32T8/850/6
1530-25098-001
EMEA,
Argentina, Chile,
and Brazil
GE® F18W/840 Polylux XLR 840
1530-55013-001
North America
USHIO FB32T8/840/6
1530-26614-001
EMEA,
Argentina, Chile,
and Brazil
GE F18W/840 Polylux XLR 840
(no change from 1.0 and 1.2)
1530-55013-001
China
Philips® TL-D 18W/840
1530-55013-002
Korea
Philips TL-D 18W/840
1530-55013-002
Australia
Philips TL-D 18W/840
1530-55013-002
North America
USHIO FB32T8/840/6
1530-26614-001
EMEA,
Argentina, and
Chile
GE F18W/840 Polylux XLR 840
1530-55013-001
China
Philips TL-D 18W/840
1.5
2.0 and later
(no changes
from 1.5)
Note: Brazil requires either 120v
or 220v subject to the customer’s
region in Brazil.
Note: Brazil requires either 120v
or 220v subject to the customer’s
region in Brazil.
Note: Brazil lighting requires
either 120v or 220v ballast, and is
subject to the customer’s regional
requirements.
1530-55013-002
OTX Light Bulbs
Customers who purchased the optional OTX Complete Experience kit receive
the OTX back wall, the signage holder (for OTX 300 systems only), and the
light fixtures and bulbs. If these customers need replacement bulbs, they must
obtain their own. The bulbs can be installed by the customer’s electrician.
For optimum operation, Polycom recommends that the OTX lights are cleaned
prior to installation and periodically once they are installed. For cleaning
information, see the “Light Fixtures” row in the table on page 9-26.
Polycom, Inc.
9–21
Polycom Immersive Telepresence (ITP) Administrator’s Guide
The following table lists information about the light fixtures and bulbs that are
part of the OTX Complete Experience Kit.
Region
Manufacturer
Product
Description
Manufacturer’s
Part Number
North America
and Other 120V
Regions
Zumtobel
VAETROS™
VTRHI 4 2545 U
GE® 54W T5
HO 4100K°
Europe and
Other 220V
Regions
Zumtobel
VAERO™
HA-ID 2/54W SR
ASQ1000 L840
Osram® 54W
T16 HO 4000K°
Japan
Zumtobel
VAERO
ZA-99700
Osram 54W T5
HO 4000K°
Bulb
Caring for the Room
Follow these guidelines to help you properly care for the ITP room:
•
Do not allow anyone other than Polycom-authorized technicians access to
the RPX, OTX, TPX, or ATX electronics, the RPX dark room, or the cabling.
•
Administrators, Polycom-authorized technicians, and Polycom-certified
product installers (not users) can power on and power off the equipment
in the room.
If a building loses power, all of the equipment will automatically power
back on when power to the building is restored. When the power on
process is complete, the Start screen appears on the Polycom Touch
Control. If the equipment does not power on normally, the administrator,
technician, or installer must restart the system properly.
•
To clean the components in the room, refer to the this table:
Component
Acoustic panels
9–22
Recommended Cleaning Procedure
OTX: If the acoustic panel fabric becomes soiled, gently rub the
affected areas with a clean, lint-free cloth and warm soapy water. Test
all cleaning procedures on a small inconspicuous area. Do not
immerse the panels in water. Do not rub wet ink as this may cause
smudging.
Polycom, Inc.
Maintaining the ITP Room
Component
Cameras
Recommended Cleaning Procedure
RPX: Do not clean the cameras, which are located in the center of the
large display screens. Doing so may mis-align the cameras, resulting
in compromised video.
OTX: Do not clean the camera(s), which are located at the top of the
video wall behind the camera shroud. Doing so may mis-align the
camera(s), resulting in compromised video.
TPX: Do not clean the cameras, which are located at the top of the
credenza behind the camera shield. Doing so may mis-align the
cameras, resulting in compromised video.
ATX: Do not clean the cameras, which are located above the
displays. Doing so may mis-align the cameras, resulting in
compromised video.
Camera shield/
Camera shroud
OTX and TPX: Using a soft sponge, a wool cloth, or chamois, wipe
the polycarbonate shield with lukewarm water containing a neutral
detergent, such as Formula 409®, Windex®, or Joy®. Be very careful
not to scratch the polycarbonate shield. Do not leave cleaners on for a
long period, or apply cleaners in direct sunlight or at elevated
temperatures. Be sure to rinse off cleaners with lukewarm water.
Never use razor blades, scrapers, squeegees, or brushes.
Carpet
RPX: Vacuum frequently. Get a professional cleaning every 12 to 18
months, depending on the amount of activity in the room. Professional
cleaning should be done by hot water extraction (commonly called
“steam” cleaning), and should be performed by an IICRC (Institute of
Inspection, Cleaning and Restoration Certification) certified firm. For
spot cleaning, use Shaw® R2X Stain and Soil Remover, if available, or
an equivalent product that is safe for wool. Pretest a small area before
proceeding.
OTX: For InterfaceFLOR™ and other carpeting, vacuum daily using a
vacuum cleaner with a cylinder brush. Treat spots and spills as soon
as they occur. Always try to remove the spot with water before using a
spotting solution.
When vacuuming, be careful not to bump into the video wall. Doing so
may mis-align the camera, resulting in compromised video.
Polycom, Inc.
Ceiling Microphone
Arrays
All rooms: Gently dust with a feather duster as needed.
Chairs
RPX and TPX: Gently dust chairs regularly with a dry, soft cloth. For
cleaning up spills or stains, remove as much soil or stain as possible
by brushing or wiping with a soft cloth. Use warm water and mild soap
to remove any remaining residue. Do not use furniture polishes, oils,
solvents, abrasive cleaners, ammonia, or wax as they may cause the
leather to dry out and eventually crack.
9–23
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Component
Chairs (continued)
Recommended Cleaning Procedure
OTX: For Herman Miller® Eames® chairs, vacuum or dust the leather
frequently with a clean, dry cloth. If the leather is soiled, wipe it with a
damp, soft cloth and a lather of any mild soap and a minimum amount
of lukewarm water. Do not spot clean leather; clean the entire surface.
Wipe it clean with a damp cloth and dry it with a clean, soft cloth.
For spots and spills, wipe the excess liquid immediately with a clean
cloth or sponge, and let the leather air dry. If further cleaning is
necessary, sponge the entire leather surface with clean, lukewarm
water. Let the leather air dry; never use a hair dryer or other heat
source to dry leather.
For stubborn spots and stains on the leather, apply a mild,
nonabrasive soap solution with a clean, wet sponge. Rinse well and
let it air dry. For butter, oil, or grease, wipe the leather with a clean, dry
cloth and let the remainder of the oil dissipate into the leather. Do not
apply water or try to wash a grease spot.
Do not use saddle soap, cleaning solvents, oils, furniture polishes,
varnishes, abrasive cleaners, detergents, or ammonia on leather; they
will ruin the finish, causing it to become sticky and cracked.
For regular cleaning of the polished aluminum chair components,
apply a pre-softened paste wax to the polished aluminum following
the manufacturer’s instructions. In humid atmospheres near salt
water, apply the wax once a month. In other areas, apply the wax
every three months to maintain the appearance of the aluminum.
9–24
Clouds
RPX: Vacuum or lightly brush to remove dust and grime. Spot clean
with an upholstery shampoo or the foam from a mild detergent. In all
cases, pretest a small area before proceeding. Use a professional
furniture cleaning service when needed.
Content monitors
RPX, OTX, and TPX: Gently wipe the screens with a very soft,
lint-free cloth (microfiber is recommended) and a liquid cleaning
solution that contains water, vinegar and water, or isopropyl alcohol.
Spray the liquid cleaning solution directly on the cloth and clean in a
circular motion. Do not use cleaners that contain acetone, ethyl
alcohol, ethyl acid, ammonia, or methyl chloride.
Dark room (below
displays)
RPX: Vacuum or lightly brush to remove dust and grime. Spot clean
with a mild solvent, an upholstery shampoo, or the foam from a mild
detergent. In all cases, pretest a small area before proceeding. Use a
professional furniture cleaning service when needed.
Data ports/
Collaboration Tanks
RPX (data ports) and OTX (Collaboration Tanks): Dust with a feather
duster and keep free of debris. If a spill occurs in or around a data port
or Collaboration Tank, wipe it up immediately. If you notice data
collaboration problems after a spill, contact your organization’s IT
department.
Polycom, Inc.
Maintaining the ITP Room
Component
Displays (large
display screens at
front of room)
Recommended Cleaning Procedure
RPX: Before beginning to clean the display screens, be aware that
the cameras are located behind the screens. Be very careful not to
mis-align the cameras. Doing so may result in compromised video.
For slightly dusty screens, dust with a feather duster. You can also
lightly vacuum the screens using a brush attachment with bristles that
are not too soft, but that will not scratch the surface (using a new
brush is recommended). Move the brush in the direction of the
profiles. For example, for the front side (lenticular profile), work up
and down.
For dirty screens, spray a window cleaner with ammonia (not alcohol)
onto a painting pad until the pad is lightly moistened:
Move the pad in the direction of the profiles. You must clean the whole
screen; otherwise, a difference between the treated and untreated
areas will appear. Wipe the screens dry with a dry painting pad,
working in the same direction as you used for cleaning them. If the
pad becomes too wet, wipe it with water-absorbent paper. It is
important that you completely dry the screens after cleaning them.
You can also use a hair dryer to dry the screens, but you must set it
on the lowest setting and hold it at a proper distance from the
screens.
Never use cleaning agents with solvents as these may destroy the
screens. Never rub hard or persistently on the screens. This will
cause deformations in the surface which will appear as stains and
may also mis-align the cameras.
OTX: Gently wipe the screen(s) with a very soft, lint-free cloth
(microfiber is recommended) and a liquid cleaning solution that
contains water, vinegar and water, or isopropyl alcohol, such as
Monster™ screen cleaner. Spray the liquid cleaning solution directly
on the cloth and clean in a circular motion. Do not use cleaners that
contain acetone, ethyl alcohol, ethyl acid, ammonia, or methyl
chloride.
TPX: To clean the screens: Gently wipe the screens with Monster
screen cleaner or CleanDr® screen cleaner and a micro fiber cloth. Do
not use tissue or any other type of cloth. The surface of the screens is
easily scratched, so do not rub it or hit it with a hard object. Do not
clean the screens with water; water droplets could enter into the
product, resulting in malfunction.
To clean the vents: Use a vacuum cleaner periodically to remove the
dust buildup on the vents on the rear of the displays. Set the vacuum
cleaner to its weakest setting when doing this. Using the displays
without cleaning them of dust may cause the internal temperature to
increase, resulting in possible breakdown or fire.
Polycom, Inc.
9–25
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Component
Recommended Cleaning Procedure
Light fixtures
OTX: Turn off the power and then wipe the fixtures with a soft, lint-free
cloth. Clean the lenses with a dry cloth only.
Polycom Touch
Control or Crestron
Touch Panel
All rooms: Keep the touch screen free of dirt, dust, or other materials
that could degrade the optical properties. For best cleaning results,
apply any commercially available non-ammonia glass cleaner to a
clean, non-abrasive cloth, and wipe the Polycom Touch Control or
Crestron Touch Panel with the cloth. Then, with a dry area of the
cloth, dry off the touch screen. Because the bezels may not provide a
water-tight seal, avoid getting moisture beneath the bezels.
Projectors
RPX: If your system is under a maintenance agreement, only
Polycom-certified technicians can perform maintenance on the
projectors. If your system is not under a maintenance agreement,
refer to the documentation that came with the projectors for
maintenance instructions, such as how to clean the projector lenses
and how to replace the projector lamps and air filters. For more
information about the projector lamps, refer to Replacing the Lamps
and Bulbs (RPX and OTX Sites) on page 9-19.
Rear wall
RPX: For graphic artwork: Vacuum with a soft brush attachment. Be
careful not to scratch the artwork. Do not use water or any other liquid
on the artwork. For bottom of rear wall: Vacuum or lightly brush to
remove dust and grime. Spot clean with a mild solvent, an upholstery
shampoo, or the foam from a mild detergent. In all cases, pretest a
small area before proceeding. Use a professional furniture cleaning
service when needed.
OTX: Wipe the rear wall clean with a soft cloth dampened with water
or an all purpose cleaner.
Simulated wood
furniture
(vinyl-covered MDF)
RPX and TPX: Wipe with soap and water using a gentle brush or
sponge. You can also wipe with a soft cloth dampened with window
cleaner or an all purpose cleaner. Do not use caustic, abrasive, or
oil-based cleaning products.
Table
OTX: To clean the laminate surface, use a damp cloth or sponge and
a mild soap or detergent. Remove difficult stains, such as coffee or
tea, using a mild household cleaner mixed with baking soda.
Recommended cleaners include Magic Complete® countertop spray,
Formula 409, Windex, and Fantastik®. Always rinse and wipe the
laminate surfaces dry after cleaning.
For information on how to clean the RPX and TPX tables, see the
“Simulated wood furniture (vinyl-covered MDF)” row in this table.
9–26
Polycom, Inc.
Index
Index
Symbols
.pup file 1–2
.spz file 1–10
.vtz file 2–3
Numerics
1080p30, selecting as video format preference
3–8
720p60, selecting as video format preference 3–8
A
acoustic panels, cleaning 9–22
Active Directory 6–8
address book, Telepresence Tool 4–15
Admin screen
accessing with Polycom Touch Control 9–14
accessing with Touch Panel 9–16
using with Touch Control or Touch Panel 9–17
AfterHours field, in System_Config.ini file 3–4
ATX
selecting control device with Telepresence
Tool 4–9
selecting video format with Telepresence Tool
4–3
showing or hiding splash screen 4–8
upgrading software for 1–1
Audio Speed Dial button, for Help Desk 7–11,
7–17
audio, verifying with Telepresence Tool 4–14
automatic layout mode 8–4
auxiliary content button, adding a label to 3–9
B
bulbs
replacing OTX 9–21
replacing RPX 9–21
C
calendaringSee Polycom Conferencing for
Microsoft Outlook
Polycom, Inc.
call rate, See call speed
call speed
changing on Admin screen 9–18
defaults based on codec type 4–10
setting on HDX Call Preference screen 4–10
setting on New Contact screen with Touch
Control 7–6, 7–8, 7–15
setting on New Contact screen with Touch
Panel 7–13
setting when importing System_Config.ini file
with Touch Control 7–3
setting when importing System_Config.ini file
with Touch Panel 7–11
setting with Telepresence Tool 4–10
setting with Telnet commands 9–19
specifying in System_Config.ini file 3–3
viewing on Admin screen 9–18
camera shield, cleaning 9–23
camera shroud, cleaning 9–23
cameras
aligning with Telepresence Tool 4–11
cleaning 9–23
configuring NTSC or PAL setting 9–3
controlling with Telepresence Tool 4–11
enabling close up or wide shot views 3–12
enabling document camera 3–8
matching with Telepresence Tool 4–11
security 9–3
taking snapshots with Telepresence Tool 4–12,
4–13
carpet, cleaning 9–23
Ceiling Microphone Arrays, calibrating 4–11
chairs, cleaning 9–23, 9–24
Cisco Unified Communications Manager,
enabling for TIP 8–2
Classic UI
definition 3–6
selecting 3–6
cleaning, ITP rooms 9–22
close up camera view 3–12
clouds
cleaning 9–24
Index – 1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
CMA
adding members to existing groups 6–7
affect on UI behavior 3–7
configuring ITP rooms to access 6–4
creating groups and associating members 6–6
creating ITP rooms and associating endpoints
6–6
integrating ITP rooms 6–4
registering ITP rooms 6–1
codecs
associating with rooms using CMA 6–6
automatically adding to global directory 6–1
configuring to access CMA 6–4
configuring to access RMX 8–7
hiding Secondary in Microsoft environments
6–9
manually adding to global directory 6–1
pairing Primary codec with Polycom Touch
Control 5–1
registering with gatekeeper 6–1
Collaboration Tanks, cleaning 9–24
conference profile, configuring on RMX 8–5
content
adding label to button 3–9
selecting document camera or PC as source
3–9
viewing on displays when not in a call (OTX
only) 3–10
content monitors
automatically lifting (OTX only) 3–11
cleaning 9–24
configuring for RPX 4–4
enabling or disabling the lifts for (OTX only)
3–11
selecting with Telepresence Tool 4–3
Converged Management Application, See CMA
CUCM, enabling for TIP 8–2
customer support v
D
dark room, cleaning 9–24
data ports, cleaning 9–24
date, setting 1–3
DBA, disabling 8–11
DefaultCallSpeed field, in System_Config.ini file
3–3
dialing order, for TIP 8–3
Index – 2
dimming, disabling for TPX displays 3–12
directory
CMA
adding members to existing groups 6–7
configuring ITP rooms to access 6–4
creating groups and associating members
6–6
creating rooms and associating endpoints
6–6
integrating ITP rooms with 6–4
local
adding sites not registered to CMA 7–12
adding Virtual Meeting Room to 8–10
configuring entries 7–11
configuring groups 7–16
configuring single site entries for ITP sites
7–14
configuring single site entries for non-ITP
sites 7–13
managing 7–9
maximum entries supported 7–12
using Directory Downgrade tool 4–16
displays
checking alignment with Telepresence Tool
4–14
checking settings 9–6
cleaning 9–25
disabling dimming for TPX 3–12
settings for OTX 9–6
settings for TPX 9–7
Do Not Disturb, setting in System_Config.ini file
3–4
document camera
enabling 3–8
selecting as content source 3–9
documentation, related iv
DoNotDisturb field, in System_Config.ini file
3–4
downgrading, using Directory Downgrade tool
4–16
Dynamic Bandwidth Allocation, disabling 8–11
E
endpoints, associating 6–6
energy save feature, disabling on TPX 3–12
Enhanced UI
definition 3–6
selecting 3–6
Polycom, Inc.
Index
F
Favorites
adding sites not registered to CMA 7–3
adding Virtual Meeting Room to 8–10
configuring 7–3
configuring groups 7–8
configuring single site entries for ITP sites 7–6
configuring single site entries for non-ITP sites
7–6
importing from HDX 7–4
list of configurable endpoints 7–1
managing 7–1
maximum entries supported 7–4
firmware
confirming for System Controller 1–11
confirming for Touch Panel 2–4
downloading for System Controller 1–12
downloading for Touch Panel 2–5
furniture, cleaning 9–26
G
gatekeeper, configuring for use with ITP systems
6–1
group dialing
definition 8–3
enabling 8–7
groups
adding members 6–7
configuring in Favorites 7–8
configuring in local directory 7–16
creating in CMA 6–6
H
H.323 extension, entering for codecs with Touch
Control 7–7, 7–14
H.323 gatekeeper, configuring for use with ITP
systems 6–1
H.323 names, setting on HDX codecs 8–5
HD video, enabling on Lync Server 6–8
HDX
accessing logs 9–4
configuring for user-initiated multipoint
conferences 8–4
configuring to access RMX 8–7
importing Favorites from 7–4
importing local directory from 7–12
password 3–3, 4–14
setting up naming on 8–5
software .pup file 1–2
upgrading software 1–1
Polycom, Inc.
using Directory Downgrade tool 4–16
HDXpassword field, in System_Config.ini file
3–3
Help Desk
automatically creating button for 7–11
configuring number for with Touch Control
7–4
configuring number for with Touch Panel 7–12
I
IP address, entering for codecs with Touch
Control 7–7, 7–14
ISDN numbers 7–4, 7–12
ITP rooms
configuring for use with Lync Server 6–8
configuring to access CMA 6–4
configuring to access RMX 8–7
creating groups and associating members
using CMA 6–6
creating with CMA 6–6
enabling optional features 3–6
integrating with CMA directory 6–4
maintaining 9–1
managing local directory 7–9
K
key code 1–2
L
label, adding to auxiliary content button 3–9
lamps, replacing 9–19
LAN, configuring 1–8
LDAP 6–5
license number 1–2
light bulbs
replacing for OTX 9–21
replacing for RPX 9–21
light fixtures, cleaning 9–26
local directory, See directory
logs
accessing for HDX 9–4
accessing for Polycom Touch Control 9–4
accessing for RMX 9–5
Lync Server
configuring ITP systems for use with 6–8, 6–9
creating conference room user accounts 6–8
enabling HD video on 6–8
hiding Secondary codecs 6–9
Index – 3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
M
maintenance
accessing HDX and RMX logs 9–4
accessing HDX, RMX, and Polycom Touch
Control logs 9–4
acdessing the security camera 9–3
caring for the room 9–22
checking display settings 9–6
powering up and down remotely 9–2
replacing lamps and bulbs 9–19
using Telnet commands 9–18
using the Admin screen 9–14
MDF, cleaning 9–26
Meeting Composer
definition 8–3
enabling 8–7
members, associating 6–6
microphones
cleaning 9–23
verifying audio with Telepresence Tool 4–14
Microsoft environment
configuring ITP systems for use with 6–8, 6–9
creating conference room user accounts 6–8
enabling HD video on 6–8
hiding Secondary codecs 6–9
MLA
configuring for automatic layout mode 8–4
configuring for user-initiated multipoint
conferences 8–4
configuring proper naming 8–5
multipoint conferences
configuring the MLA, HDX, and RMX for use
with 8–4
enabling group dialing 8–7
enabling Meeting Composer and Multipoint
Speed Dial 8–7
enabling Polycom Conferencing for Microsoft
Outlook 8–6
enabling Single Touch Multipoint 8–9
enabling user-initiated 8–3
using Polycom Conferencing for Microsoft
Outlook 8–3
Multipoint Layout Application, See MLA
Multipoint Speed Dial
definition 8–3
enabling 8–7
Index – 4
N
name, of site
entering for ITP sites with Touch Control 7–6,
7–14
entering for non-ITP sites with Touch Control
7–6
entering for non-ITP sites with Touch Panel
7–13
maximum number of characters for non-ITP
sites with Touch Control 7–6
maximum number of characters for non-ITP
sites with Touch Panel 7–13
naming conventions, for HDX codecs 8–5
NTSC setting, configuring 9–3
O
operating system, loading for Polycom Touch
Control 2–1
options
adding label to auxiliary content button 3–9
disabling dimming on TPX LG displays 3–12
enabling 3–6
enabling close up or wide shot camera views
3–12
enabling document camera 3–8
key code 1–2
selecting document camera or PC as content
source 3–9
selecting Enhanced or Classic UI 3–6
selecting video format preference 3–7
specifying in System_Config.ini file 3–4
Options field, in System_Config.ini file 3–4
OTX
automatically lifting content monitors 3–11
display settings 9–6
enabling or disabling lifts for content monitors
3–11
replacing light bulbs 9–21
viewing content on displays when not in a call
3–10
P
pairing
Polycom Touch Control with Primary codec
5–1
Polycom Touch Control with System
Controller 5–4
unpairing 5–6
PAL setting, configuring 9–3
Polycom, Inc.
Index
password
for HDX 3–3
for RMX 8–8
for VMR 8–10
updating on HDX codecs 4–14
PC, selecting as content source 3–9
Polycom Conferencing for Microsoft Outlook
definition 8–3
enabling 8–6
setting date and time 1–3
Polycom Touch Control
accessing logs 9–4
Admin screen 9–14
cleaning 9–26
loading operating system and software 2–1
managing Favorites 7–1
pairing with Primary HDX codec 5–1
pairing with System Controller 5–4
unpairing 5–6
powering up and down remotely 9–2
projectors
aligning with Telepresence Tool 4–11
checking lamp hours 9–19
cleaning 9–26
replacing lamps 9–19
R
rear monitoring camera 9–3
related documentation iv
RMX
accessing logs 9–4
affect on UI behavior 3–7
configuring for user-initiated multipoint
conferences 8–4
configuring ITP suite to access 8–7
configuring the conference profile 8–5
creating Virtual Meeting Room on 8–9
Room Continuous Presence
definition 8–4
selecting 8–8
rooms, adding with CMA 6–6
RPX
configuring content monitors 4–4
security camera 9–3
selecting document camera or PC as content
source 3–9
RTV 6–8
S
sample sites, deleting 7–9, 7–16
security camera, accessing 9–3
Polycom, Inc.
serial number 1–2
single site
configuring directory entry for 7–13
configuring Favorite for 7–6
Single Touch Multipoint
definition 8–3
enabling 8–9
SIP, configuring for ITP systems 6–3
sites
adding single site entry in Favorites 7–6
adding single site entry in local directory 7–13
deleting sample sites 7–9, 7–16
sleep timer
setting date and time 1–3
setting in System_Config.ini file 3–4
SleepTimer field, in System_Config.ini file 3–4
snapshots, taking with Telepresence Tool 4–12,
4–13
software
loading for Polycom Touch Control 2–1
loading for System Controller 1–9
loading for Touch Panel 2–2
upgrading HDX 1–1
speakers, verifying audio with Telepresence Tool
4–14
Speed Dial buttons
adding with Touch Panel 7–18
changing the order of 7–19
configuring for VMRs 8–11
configuring with Touch Panel 7–17
creating for ITP suite with Touch Panel 7–19
creating to call multiple sites at one time 8–3
importing from System_Config.ini file for
Touch Control 7–2
importing from System_Config.ini file with
Touch Panel 7–10
list of configurable endpoints 7–9
maximum number supported 7–17
speed, call, See call speed
splash screen, showing or hiding for ATX 4–8
support v
System Controller
accessing with Telnet commands 9–18
configuring 1–4
confirming firmware version 1–11
connecting through a serial connection 1–5
connecting through an IP connection 1–6
connecting to from Address Book 1–7
downloading firmware 1–12
downloading System_Config.ini file 3–5
loading software 1–9
pairing with Polycom Touch Control 5–4
Index – 5
Polycom Immersive Telepresence (ITP) Administrator’s Guide
System_Config.ini file
downloading onto System Controller 3–5
editing 3–1
importing speed dials for Touch Control 7–2
importing speed dials with Touch Panel 7–10
SystemModel field, in System_Config.ini file 3–3
SystemName field, in System_Config.ini file 3–3
T
table, cleaning 9–26
tabletop content monitors, See content monitors
Telepresence Interoperability Protocol, See TIP
telepresence support v
Telepresence Tool
configuring HDX codecs with 4–7
configuring RPX content monitors 4–4
connecting to the codecs with 4–2
functions available through 4–10
installing 4–1
selecting content monitor 4–3
selecting main display 4–2
selecting model 4–2
using address book 4–15
using HDX Directory Downgrade tool 4–16
Telnet commands 9–18
time, setting 1–3
TIP, enabling 8–1
Touch Panel
Admin screen 9–16
cleaning 9–26
confirming firmware version 2–4
downloading firmware 2–5
loading software 2–2
TPX
disabling dimming on displays 3–12
display settings 9–7
limitation 8–11
Index – 6
U
UI
affect on behavior by RMX and CMA
configuration 3–7
selecting Enhanced or Classic 3–6
unpairing 5–6
USB storage device, using to load Touch Panel
software 2–1
user interface, See UI
user-initiated multipoint conferences, See
multipoint conferences
V
VARS
definition 8–4
selecting 8–8
video format preference 3–7
video, enabling HD video on Lync Server 6–8
Virtual Meeting Room, See VMR
VMR
adding to Favorites 8–10
adding to local directory 8–10
address 8–10
calling with Single Touch Multipoint 8–3
configuring Speed Dial buttons for 8–11
creating on the RMX 8–9
TPX limitation 8–11
Voice Activated Room Switching
definition 8–4
selecting 8–8
W
walls, cleaning 9–26
web camera 9–3
wide shot camera view 3–12
Polycom, Inc.
Polycom Worldwide Headquarters
4750 Willow Road, Pleasanton, CA 94588
1.800.POLYCOM or +1.925.924.6000
www.polycom.com
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