Polycom RMX 1500/2000/4000 Getting Started

Polycom RMX 1500/2000/4000 Getting Started
Polycom® RMX® 1500/2000/4000
Getting Started Guide
for Audio Only Conferencing
Version 7.6.1 | March 2012 | DOC2651B
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 is protected by one or more U.S. and foreign patents and/or pending patent applications
held by Polycom, Inc.
© 2012 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.
Table of Contents
Table of Contents
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
RMX 1500/2000/4000 ............................................................................................................ 1-2
System Capacities ................................................................................................................... 1-3
RMX Audio Only Main Features ......................................................................................... 1-4
Scheduling Interfaces ..................................................................................................... 1-4
Conference scheduling options .................................................................................... 1-5
Conferencing Modes ...................................................................................................... 1-5
Operator Conference .............................................................................................. 1-5
IVR-Enabled Conferencing ........................................................................................... 1-5
Entry Queue .................................................................................................................... 1-5
Conferencing Capabilities and Options ...................................................................... 1-6
On Demand Conferencing .................................................................................... 1-6
Scheduled Conferencing / Reservations ............................................................ 1-6
Polycom Conferencing for Microsoft Outlook® ................................................ 1-6
Connection Methods .............................................................................................. 1-6
Cascading Conferences .......................................................................................... 1-6
Gateway ................................................................................................................... 1-6
Security ..................................................................................................................... 1-7
Conference Management and Monitoring Features ................................................. 1-7
Application features ....................................................................................................... 1-8
Card Configuration Modes ................................................................................................... 1-8
Prerequisites ............................................................................................................................ 1-8
Workstation Requirements ................................................................................................... 1-8
Windows 7™ Security Settings .................................................................................... 1-9
Internet Explorer 8 Configuration .............................................................................. 1-10
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Preparations ............................................................................................................................ 2-2
Gather Network Equipment and Address Information ........................................... 2-2
IP Services ................................................................................................................ 2-2
Management Network ........................................................................................... 2-2
Default IP Service (Conferencing Service) .......................................................... 2-2
IP Network Services Required Information ....................................................... 2-2
ISDN/PSTN Services ............................................................................................. 2-4
Unpacking the RMX ....................................................................................................... 2-4
Unpacking the RMX 1500 ...................................................................................... 2-4
Unpacking the RMX 2000 ...................................................................................... 2-4
Unpacking the RMX 4000 ...................................................................................... 2-5
Modifying the Factory Default Management Network Settings on the
USB Key ........................................................................................................................... 2-7
Hardware Installation and Setup ......................................................................................... 2-9
Installing the Telescopic Rail Runners on the Rack ................................................... 2-9
Telescopic Rail Runners Accessory Kit ............................................................... 2-9
Telescopic Rail Runner Assembly ...................................................................... 2-10
Polycom, Inc
i
Polycom RMX 2000/4000 Getting Started Guide
Installing the RMX 1500 ...............................................................................................2-13
Optional. Installing the RTM ISDN 1500 Card on the RMX 1500 ..................2-13
Mounting the RMX 1500 in a Rack .....................................................................2-14
Connecting Cables to the RMX 1500 ..................................................................2-16
Installing the RMX 2000 ...............................................................................................2-17
Optional. Installing the RTM ISDN Card on the RMX 2000 ...........................2-17
Mounting the RMX 2000 in a Rack .....................................................................2-18
Connecting Cables to the RMX 2000 ..................................................................2-19
Installing the RMX 4000 ...............................................................................................2-20
Optional. Installing the RTM ISDN Card on the RMX 4000 ...........................2-20
Mounting the RMX 4000 in a Rack .....................................................................2-21
Connecting the RMX 4000 to the Power Sources .............................................2-22
Connecting Cables to the RMX 4000 ..................................................................2-24
First Entry Power-up and Configuration ..........................................................................2-25
Procedure 1: First-time Power-up ..............................................................................2-25
Procedure 2: Product Registration .............................................................................2-26
Obtaining the Activation Key .............................................................................2-26
Procedure 3: Connection to MCU ...............................................................................2-26
Procedure 4: Modifying the Default IP Service and ISDN/PSTN Network
Service Settings ..............................................................................................................2-28
Fast Configuration Wizard ..................................................................................2-29
Selecting the RMX Web Client Languages ................................................................2-43
RMX’s Default Conferencing Settings ...............................................................................2-44
Customizing the RMX’s Default Conferencing Settings .........................................2-46
Audio Only Basic Configuration and Operation . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Starting the RMX Web Client ................................................................................................3-1
RMX 2000 Web Client and RMX Manager ..........................................................................3-2
RMX 2000 Web Client Screen Components ........................................................................3-3
Viewing and System Functionality Permissions ................................................3-4
Conferences List ..............................................................................................................3-5
List Pane ...........................................................................................................................3-5
RMX Management ..........................................................................................................3-6
Status Bar ..........................................................................................................................3-6
System Alerts ...........................................................................................................3-6
Participant Alerts ....................................................................................................3-6
Port Usage Gauges ..................................................................................................3-7
MCU State ................................................................................................................3-7
Address Book ..................................................................................................................3-8
Displaying and Hiding the Address Book ..........................................................3-9
Conference Templates ....................................................................................................3-9
Displaying and Hiding Conference Templates ..................................................3-9
Customizing the Main Screen .....................................................................................3-10
Customizing the RMX Management Pane ........................................................3-11
Resource Management .........................................................................................................3-12
Resource Capacity ........................................................................................................3-12
Resource Capacity Modes ....................................................................................3-13
Resource Usage - Voice Resources .....................................................................3-13
ii
Polycom, Inc
Table of Contents
Video/Voice Port Configuration ............................................................................... 3-13
Flexible Resource Capacity Mode ...................................................................... 3-13
Fixed Resource Capacity ..................................................................................... 3-14
Configuring the Video/Voice Resources in MPM, MPM+ and
MPMx Modes - Flexible Resource Capacity ..................................................... 3-14
Resource Report ............................................................................................................ 3-15
Displaying the Resource Report ......................................................................... 3-15
Using the Default Profile, Entry Queue and Meeting Rooms ....................................... 3-16
Starting a Conference ........................................................................................................... 3-17
Starting a Conference from the Conferences Pane .................................................. 3-18
General Tab ........................................................................................................... 3-19
Participants Tab ................................................................................................... 3-22
Information Tab .................................................................................................... 3-28
Starting a Reservation .................................................................................................. 3-29
Starting an Ongoing Conference From a Template ................................................. 3-30
Starting an Audio Meeting from a Microsoft Outlook ........................................... 3-31
Click to Conference ...................................................................................................... 3-31
Connecting to a Conference ................................................................................................ 3-32
Direct Dial-in ................................................................................................................. 3-32
H.323 Participants ................................................................................................. 3-32
SIP Participants ..................................................................................................... 3-33
ISDN/PSTN Participants .................................................................................... 3-33
Entry Queue Access ..................................................................................................... 3-34
H.323 Participants ................................................................................................. 3-34
SIP Participants ..................................................................................................... 3-35
ISDN and PSTN Participants .............................................................................. 3-35
Connecting to a Polycom Conference from an Outlook Meeting Invitation ....... 3-36
Dial-out Participants .................................................................................................... 3-36
Automatic Dial Out .............................................................................................. 3-36
Monitoring Ongoing Conferences ..................................................................................... 3-37
General Monitoring ...................................................................................................... 3-37
Multi Selection ...................................................................................................... 3-37
Using the Chairperson Password for Filtering ................................................ 3-38
Conference Level Monitoring ..................................................................................... 3-39
Roll Call/Audible Tones During an Ongoing Conference ............................ 3-40
Secured Conference Monitoring ......................................................................... 3-41
Monitoring Ongoing Gateway Sessions ............................................................ 3-41
Participant Level Monitoring ...................................................................................... 3-41
Participant Connection Monitoring ................................................................... 3-41
Operations Performed During On Going Conferences .................................................. 3-44
Conference Level operations ...................................................................................... 3-44
Changing the Duration of a Conference ........................................................... 3-44
Adding Participants from the Address Book ................................................... 3-45
Moving Participants ............................................................................................. 3-45
Saving an Ongoing Conference as a Template ................................................. 3-47
Copy and Paste Conference ................................................................................ 3-47
Copy Conference .................................................................................................. 3-47
Paste Conference ................................................................................................... 3-48
Polycom, Inc
iii
Polycom RMX 2000/4000 Getting Started Guide
Paste Conference As .............................................................................................3-48
Participant Level Operations ......................................................................................3-50
Copy Cut and Paste Participant ..........................................................................3-51
Copy Participant ...................................................................................................3-51
Cut Participant ......................................................................................................3-51
Paste Participant ....................................................................................................3-52
Paste Participant As ..............................................................................................3-53
Conference Control Using DTMF Codes ...................................................................3-54
Requesting Help ....................................................................................................3-55
Request to Speak ...................................................................................................3-56
Invite Participant ...................................................................................................3-56
Appendix A - Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Appendix B - Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
RMX Web Client Installation - Troubleshooting Instructions ......................................... B-1
Procedure 1: Ending all Internet Explorer Sessions .......................................... B-1
Procedure 2: Deleting the Temporary Internet Files, RMX Cookie
and RMX Object ..................................................................................................... B-2
Procedure 3: Managing Add-ons Collisions ...................................................... B-6
iv
Polycom, Inc
1
System Overview
This Getting Started Guide provides information on the installation and basic operation of
your RMX system.
Chairpersons and Operators (users who start and manage conferences for other users) please read:
• Chapter 1 – System Overview
•
Chapter 3 – Basic Operation
System Administrators please read:
• Chapter 1 – System Overview
•
•
Chapter 2 – First Time Installation and Configuration
Chapter 3 – Basic Operation
For more information on configuring and managing the system, refer to the RMX 1500/2000/
4000 Administrator’s Guide included with the system.
Unless specified differently, all screen captures, Diagrams and Figures included in this guide apply to
RMX 1500, RMX 2000 and RMX 4000.
Polycom, Inc.
1-1
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
RMX 1500/2000/4000
The Polycom RMX 1500/2000/4000 Multipoint Control Unit (MCU) is a high performance,
scalable, IP-network (H.323 and SIP) and ISDN/PSTN solution that provides the user with
feature-rich and easy-to-use multipoint voice and video conferencing.
The RMX MCU meets International Telecommunication Union - Telecommunication
Standardization Sector, (ITU-T, formerly CCITT) standards for multipoint multimedia
bridging devices, and meets ETSI standards for telecommunication products.
The RMX unit has, in addition, been designed in compliance with IETF (Internet
Engineering Task Force) – a large open international community of network designers,
operators, vendors, and researchers concerned with the evolution of the Internet
architecture and the smooth operation of the Internet.
ISDN Endpoints
PSTN Phones
E1/T1 PRI Lines
RMX 1500/2000/4000
RMX Web Client
LAN
Endpoints
IP Phone
PC
Figure 1-1 Multipoint Audio Conferencing using a Polycom RMX 1500/2000/4000
The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN, by the RMX Web
Client application, using Internet Explorer R installed on the user’s workstation or the RMX
Manager application. The RMX Manager can control several RMX units (RMX 1500, RMX
2000 and RMX 4000). For more information about the RMX Manager, see "RMX Manager
Application” on page 19-1.
1-2
Polycom, Inc.
Chapter 1-System Overview
In the RMX 1500 and RMX 2000, RMX management and IP conferencing are performed via a
single LAN port. The networks can be separated in the Enhanced Security Environment
such as DoD environment.
In the RMX 4000, RMX management and IP conferencing are performed via two different
LAN ports. The networks can be separated in the Enhanced Security Environment.
The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines.
On the RMX 2000/4000 a maximum of two RTM ISDN cards are supported, each providing
connection for up to either 7 E1 or 9 T1 PRI lines (E1 and T1 connections cannot be used
simultaneously).
On RMX 1500/2000/4000, E1 and T1 connections cannot be used simultaneously.
System Capacities
The following table summarizes the different conferencing capacities.
Table 1-1 System Functions and Capacities
RMX 1500
RMX 2000
RMX 4000
System Functions
Polycom, Inc.
MPMx
MPM
MPM +
MPM x
MPM+
MPMx
Maximum no. of VOIP (Audio
only) participants in a
conference
360
160
400
720
800
800
Maximum no. of PSTN
participants in a conference
120
160
400
400
400
400
Maximum number of
conferences
400
200
400
400
800
800
Maximum number of Meeting
Rooms
1000
1000
1000
1000
2000
2000
Maximum number of Entry
Queues
40
40
40
40
80
80
Maximum number of Profiles
40
40
40
40
80
80
Maximum number of
Conference Templates
100
80
200
200
200
200
Maximum number of SIP
Factories
40
40
40
40
80
80
Maximum number of IP
Services
1
1
1
1
1
1
Maximum number of ISDN
Services
2
2
2
2
2
2
Maximum number of IVR
Services
40
40
40
40
80
80
Maximum number of
Recording Links
20
(default)
20
(default)
20
(default)
20
(default)
20
(default)
20
(default)
1-3
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Table 1-1 System Functions and Capacities (Continued)
RMX 1500
RMX 2000
RMX 4000
System Functions
MPMx
MPM
MPM +
MPM x
MPM+
MPMx
Maximum number of Log
Files (1Mb max.)
4000
1000
4000
4000
8000
8000
Maximum number of CDR
Files
2000
1000
2000
2000
4000
4000
Maximum number of Fault
Files
1000
1000
1000
1000
1000
1000
Number of Participant alerts
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Unlimited
Maximum number of
concurrent RMX Web Client
connections to the MCU
20
20
20
20
20
20
Maximum number Address
Book entries
4000
4000
4000
4000
4000
4000
Maximum number of Users
100
100
100
100
100
100
Maximum number of
gateway profiles
40
40
40
40
80
80
Maximum number of
Reservations (Internal
Scheduler)
2000
2000
2000
2000
4000
4000
RMX Audio Only Main Features
The Polycom RMX conferencing system offers a comprehensive range of capabilities for
audio conferencing:
Scheduling Interfaces
Conferences can be started immediately or scheduled in advance on the Polycom MCU by
means of the following applications:
1-4
•
Windows-based RMX Manager
•
Browser-based Web Client
•
Microsoft Outlook using the Polycom Conferencing for Microsoft Outlook add-in
•
Polycom CMA application
•
Polycom DMA application
Polycom, Inc.
Chapter 1-System Overview
Conference scheduling options
•
Ad Hoc conferencing
•
On-demand conferencing (Ongoing)
•
“Meet Me” reservationless conferences (Meeting Rooms)
•
Scheduled conferences (Reservations)
•
Recurrent conferences
Conferencing Modes
•
Operator Assisted conferences; reserved and reservationless
•
Unattended conference; reserved and reservationless
Operator Conference
In addition to the standard conference, a special conference that enables the RMX user,
acting as an operator, to assist participants without disturbing ongoing conferences and
without being heard by other conference participants can be created. The operator can move
a participant from an Entry Queue or ongoing conference to a private, one-on-one
conversation in the Operator conference.
IVR-Enabled Conferencing
Interactive Voice Response (IVR) is a software module that automates the connection
process and lets participants perform various operations during ongoing conferences. The
participants use their endpoints’ keypads and remote control to interact with the
conference’s menu-driven scripts using DTMF codes.
Operations that can be performed by participants or chairpersons during a conference
include:
•
Manually terminate the conference.
•
Mute or unmute the participant’s audio channel.
•
Adjust the participant’s broadcasting and listening audio volume.
•
Play the Help menu.
•
Mute or unmute undefined dial-in participants upon their connection to the conference.
•
Request a Roll Call and stop the Roll Call names review
•
Secure and unsecure a conference.
•
Invite Participants
•
Request individual and conference assistance.
Entry Queue
An Entry Queue is a special routing lobby for video and audio participants. After dialing the
Entry Queue ID or dial-in number (ISDN/PSTN), voice prompts from an IVR service are
used to connect the participants to the appropriate conference.
This service can also be used (if required) to verify the participant’s right to start an Ad Hoc
conference or to join an ongoing conference.
Polycom, Inc.
1-5
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Conferencing Capabilities and Options
On Demand Conferencing
The following options are available to set up conferences:
•
New Conference – set up once, use once.
The conference is deleted from the MCU after it ends.
•
Meeting Rooms – set up once, use many times.
Meeting Rooms are saved in memory (using no resources) and can be activated as
many times as needed.
•
Ad Hoc Entry Queue – no setup, a new conference can be created when a user dials in
and enters a conference ID that is not being used by an existing conference or Meeting
Room.
•
Gateway calls – from IP endpoints to other participants, using the direct dialing method,
with up to 10 destination numbers contained in a single dial string.
Scheduled Conferencing / Reservations
Reservations provide calendar-based scheduling of single or recurring conferences. These
conferences can be launched immediately or become ongoing, at a specified time on a
specified date.
Polycom Conferencing for Microsoft Outlook®
Polycom Conferencing for Microsoft Outlook is implemented by installing the Polycom
Conferencing Add-in for Microsoft Outlook on the Microsoft Exchange Server® and Microsoft
Outlook e-mail clients. It enables meetings to be scheduled with video endpoints from within
Outlook. The add-in also adds a Polycom Conference button in the Meeting tab of the Microsoft
Outlook e-mail client ribbon.
Connection Methods
IPv4, IPv6, ISDN and PSTN communication protocols are supported for connection to the
conference.
•
Dial-out: automatically, to pre-defined participants (line rate detection is automatic)
•
Dial-in:
— for participants defined in advance (IP participants only)
— for undefined participants directly to a conference (IP and ISDN/PSTN)
— for undefined participants via a single dial Entry Queue (IP and ISDN/PSTN)
Cascading Conferences
•
Simple Cascading (Star Topology).
•
Multi Hierarchy Cascading (MIH).
Gateway
Using a special Gateway Profile, the RMX can be used as a gateway that provides
connectivity across different physical networks such as H.323, SIP, ISDN and PSTN. The
Gateway also provides connectivity between the ISDN/PSTN endpoints and the DMA.
1-6
Polycom, Inc.
Chapter 1-System Overview
Security
•
Media Encryption (IP only), available at conference and participant levels, based on
AES 128 Media Encryption and DH 1024 Key Exchange standards.
•
Secured Communication Mode (SSL/TLS).
•
Secured conferences via DTMF codes and limited monitoring of secured conferences.
•
Auditor to analyze configuration changes and unusual or malicious activities in the
RMX system.
•
Network security can be enhanced by separation of the Signaling and Management
Networks.
•
RMX Users can be disabled by the administrator, or automatically when inactive.
Disabled Users can be enabled by the administrator.
•
Enhanced Security Environment can be implemented.
In such an environment, the following attributes are implemented:
— Password management:
• Strong Passwords and password re-use / history rules,
• password aging rules, password change frequency and forcing password
change
• Conference and Chairman Passwords
• Locking out Users
• Displaying the User Login record
— Controlling the User Sessions includes:
• Limiting the maximum number of concurrent user sessions
• Connection Timeout
• User session timeout
• Limiting the maximum number of users that can connect to the system
Conference Management and Monitoring Features
The Polycom RMX 1500/2000/4000 Web Client provides capabilities for management and
monitoring of participants and conferences, including the following:
Polycom, Inc.
•
Automatic termination of idle (no participants) conferences.
•
Automatic extension of conference duration.
•
Control of listening and broadcasting audio volume for individual participants.
•
Auto Gain Control (AGC) noise and audio volume regulation for individual participants.
•
Conference control via DTMF codes from participant’s endpoint or telephone.
•
Entry, exit and end-of-conference indications.
•
Media encryption.
•
Active display of all conferences and participants with option to limit display in
secured conferences.
•
Real-time monitoring of each participant’s connection status and properties.
•
Multiple drag & drop of participants.
•
Easily accessed Call Detail Records
•
Active display of all system resources.
•
Operator Assistance & Participant Move for conferences in Continuous Presence mode.
1-7
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Application features
•
Customizable voice messages.
•
Configurable new event alert.
•
Easily accessible Call Detail Records (CDR) for administrator.
•
Recording to an external device.
Card Configuration Modes
Two Card Configuration Modes are supported:
•
MPM Mode – Supported with MPM cards on the current, and all previous RMX
versions. Applicable to RMX 2000 only. MPM cards are not supported with version 7.1
and later.
•
MPM+ Mode – Supported from Version 4.0, with MPM+ cards installed in the RMX
2000 and RMX 4000. It offers:
•
— Two Video/Voice Resource Capacity resource allocation modes for increased control
over system resource allocation.
— Enhanced Resource Report for more accurate system management.
MPMx Mode – Supported from Version 7.0, with MPMx cards installed in the RMX
1500 and RMX 4000.
Prerequisites
This manual assumes the user has the following knowledge:
•
Familiarity with Windows® XP or Vista® operating systems and interface.
•
Familiarity with Microsoft® Internet Explorer® Version 6 or higher.
•
Basic knowledge of video conferencing concepts and terminology.
Workstation Requirements
The RMX Web Client and RMX Manager applications can be installed in an environment that
meets the following requirements:
•
Minimum Hardware – Intel® Pentium® III, 1 GHz or higher,
1024 MB RAM, 500 MB free disk space.
•
Workstation Operating System – Microsoft® Windows® XP, Vista®
•
Network Card – 10/100 Mbps.
•
Web Browser - Microsoft® Internet Explorer® Version 6 or higher.
.Net Framework 2.0 is required and installed automatically.
If ActiveX installation is blocked please see the RMX 1500/2000/4000 Administrator’s Guide,
"ActiveX Bypass” on page 20-66.
When installing the RMX Web Client, Windows Explorer >Internet Options> Security Settings must
be set to Medium or less.
1-8
Polycom, Inc.
Chapter 1-System Overview
RMX Web Client does not support larger Windows text or font sizes. It is recommended to set the
text size to 100% (default) or Normal in the Display settings in Windows Control Panel on all
workstations. Otherwise, some dialog boxes might not appear properly aligned. To change the text
size, select Control Panel>Display. For Windows XP, click the Appearance tab, select Normal for
the Font size and click OK. For Windows 7, click the Smaller - 100% option and click OK.
It is not recommended to run RMX Web Client and Polycom CMAD applications simultaneously on
the same workstation.
Windows 7™ Security Settings
If Windows 7 is installed on the workstation, Protected Mode must be disabled before
downloading the Version 7.6.x software to the workstation.
To disable Protected Mode:
1 In the Internet Options dialog box, click the Security tab.
The Security tab is displayed.
Polycom, Inc.
1-9
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
2
Clear the Enable Protected Mode check box for each of the following tabs:
— Internet
— Local intranet
— Trusted sites
3
After successful connection to RMX, the Enable Protected Mode check boxes can be
selected to enable Protected Mode for the following tabs:
— Internet
— Local intranet
Internet Explorer 8 Configuration
When using Internet Explorer 8 to run the RMX Web Client or RMX Manager applications, it is
important to configure the browser according to the following procedure.
To configure Internet Explorer 8:
1 Close all browsers running on the workstation.
2
1-10
Use the Windows Task Manager to verify that no iexplore.exe processes are running on the
workstation. If any processes are found, use the End Task button to end them.
Polycom, Inc.
Chapter 1-System Overview
3
Open Internet Explorer but do not connect to the RMX.
4
In the Internet Explorer menu bar select Tools >> Internet Options.
The Internet Options dialog box is displayed with General tab open.
5
In the Browsing history section, click the Delete button.
The Delete Browsing History dialog box is displayed.
Polycom, Inc.
6
Select the Temporary Internet files and Cookies check boxes.
7
Click the Delete button.
8
The Delete Browsing History dialog box closes and the files are deleted.
9
In the Internet Options dialog box, click the Settings button.
1-11
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The Temporary Internet Files and History Settings dialog box is displayed.
10 Click the View objects button.
The Downloaded Program Files folder containing the installed Program Files is displayed.
11 Select the EMAClassLoader.dll file and press the Delete key on the workstation
or right-click the EMA.ClassLoader.dll file and then click Delete.
12 Close the Downloaded Program Files folder and the Temporary Internet Files and History
Settings dialog box.
13 In the Internet Options dialog box, click the OK button to save the changes and close the
dialog box.
1-12
Polycom, Inc.
2
First Time Installation and
Configuration
Preparations
First Time Installation and Configuration of the Polycom RMX 1500/2000/4000 consists of the
following procedures:
1
Preparations:
2
— Gather Network Equipment and Address Information - get the information needed
for integrating the RMX into the local network.
— Unpack the RMX.
— Modify the Management Network parameters on the USB Key.
Hardware Installation and Setup
3
— Mount the RMX in a rack.
— Connect the necessary cables.
First Entry Power-up and Configuration
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
—
—
—
—
—
Polycom, Inc.
Power up the RMX.
Register the RMX.
Connect to the RMX
Configure the Default IP Network Service.
Configure the ISDN/PSTN Network Service.
2-1
Polycom RMX 1500/2000/4000 Getting Started Guide
Preparations
Gather Network Equipment and Address Information
IP Services
Preparations
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
The IP addresses and network parameters which enable communication between the RMX,
its management application and the conferencing devices are organized in two IP services:
•
Management Network (Control Unit)
•
Default IP Service (Conferencing Service)
During the First Entry Configuration, the parameters of these two network services are
modified to comply with your local network settings.
Management Network
The Management Network enables communication between the RMX Control Unit and the
RMX Web Client and is used to manage the RMX.
The RMX is shipped with default IP addresses as listed in Table 2-1.
Management Network Definition
The definition of the Management Network can be done by two methods:
•
USB key (recommended method) – The system is shipped with a USB key containing
the default IP addresses for the control unit and the shelf management.
These defaults are first modified in the PC and then uploaded to the RMX.
•
Direct connection – Creating a private network between the RMX and the computer
and modifying the management network parameters using Fast Configuration Wizard in
the RMX Web Client.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Configuring
Direct Connections to RMX” on page G-1.
Default IP Service (Conferencing Service)
The Default IP Service (Conferencing Service) is used to configure and manage
communications between the RMX and conferencing devices.
IP Network Services Required Information
When installing an RMX unit, these default IP addresses must be modified to your local
network settings. Therefore it is important that before powering the RMX unit up for the
first time, that you obtain the information needed to complete the Local Network Settings
section of the table from your network administrator.
Media, signaling and Management networks can be physically separated on the RMX system to
provide enhanced security. Up to eight media and signaling networks can be defined for RMX 4000,
or four for RMX 2000 and two for RMX 1500. For more information see “Multiple Networks” in the
RMX 1500/2000/4000 Administrator’s Guide.
For each RMX, an IP address must be allocated in the local network for the:
2-2
•
Control Unit
•
Signaling Host
•
Shelf Management (optional for RMX 1500)
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
An additional IP address is also required for each MPM card installed in the RMX.
Examples:
•
RMX 1500 - the network administrator should allocate:
•
— Three IP addresses in the local network for an MCU.
— Four IP addresses in the local network for an MCU, if a separate Shelf Management
IP Address is required.
RMX 2000 - the network administrator should allocate:
•
— four IP addresses in the local network for an MCU with one MPM/MPM+/MPMx
card.
— five IP addresses for an MCU with two MPM/MPM+/MPMx cards.
RMX 4000 - the network administrator should allocate:
— four IP addresses in the local network for an MCU with one MPM+/MPMx card.
— up to seven IP addresses for an MCU with up to four MPM+/MPMx cards.
From Version 7.1, MPM media cards are not supported.
Table 2-1
Polycom, Inc.
Network Equipment and Address Information
Parameter
Factory Default
Control Unit
IP Address
192.168.1.254
Control Unit
Subnet Mask
255.255.255.0
Default Router IP Address
192.168.1.1
Shelf Management IP Address
192.168.1.252
Signaling Host IP address
–
Media Card 1 IP Address
–
Media Card 2 IP Address
RMX 2000/4000 only
–
Media Card 3 IP Address
RMX 4000 only
–
Media Card 4 IP Address
RMX 4000 only
–
Gatekeeper IP address (optional)
–
DNS IP address (optional)
–
SIP Server IP address (optional)
–
Local Network Settings
2-3
Polycom RMX 1500/2000/4000 Getting Started Guide
ISDN/PSTN Services
The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN
switch and the ISDN lines running from the ISDN/PSTN switch to the ISDN card installed
in the RMX.
Before configuring the ISDN/PSTN Network Service, obtain the following information
from your ISDN/PSTN Service Provider:
•
Switch Type
•
Line Coding and Framing
•
Numbering Plan
•
Numbering Type
•
Dial-in number range
If the RMX is connected to the public ISDN Network, an external CSU or similar equipment is
needed.
Unpacking the RMX
Unpacking the RMX 1500
To unpack and lift the RMX 1500:
1 When you receive the RMX 1500 packing case, inspect the equipment for damage and
verify that the components match the packing slip.
2
Open the top cover of the packing case.
Boxes are placed on the top Stratocell® and contain the following:
— Installation Accessories. This kit contains the power cables, 3 ethernet cables, USB
key and documentation.
— Rack Installation Accessories. This kit contains the accessories for the 19” rack. For
more details, see "Telescopic Rail Runners Accessory Kit” on page 2-9.
— Optional - ISDN Package. Contains the ISDN card and ISDN Software License for
ISDN/PSTN.
Write down the RMX’s serial number that is on a sticker on the back of the unit. It will be needed for
product registration later in the process.
Make sure that boxes contain all the required parts.
Unpacking the RMX 2000
To unpack and lift the RMX 2000:
1 When you receive the RMX 2000 packing case, inspect the equipment for damage and
verify that the components match the packing slip.
2
Open the top cover of the packing case.
Boxes are placed on the top Stratocell® and contain the following:
— Installation Accessories. This kit contains the power cables, 1 ethernet cable, USB key
and documentation.
— Rack Installation Accessories. This kit contains the accessories for the 19” rack. For
more details, see "Telescopic Rail Runners Accessory Kit” on page 2-9.
2-4
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
— Optional - ISDN Package. Contains the ISDN card and ISDN Software License for
ISDN/PSTN.
Write down the RMX’s serial number that is on a sticker on the back of the unit. It will be needed for
product registration later in the process.
Make sure that boxes contain all the required parts.
Unpacking the RMX 4000
To unpack and lift the RMX 4000:
1 When you receive the RMX 4000 packing case, inspect the equipment for damage and
verify that the components match the packing slip.
2
The RMX 4000 is shipped in a packing case with Stratocell® packaging, and the top
cover must be unlocked and lifted.
Boxes are placed on the top Stratocell® and contain the following:
— Installation Accessories. This kit contains the power cables, 4 ethernet cables, USB
key and documentation.
— Rack Installation Accessories. This kit contains the accessories for the 19” rack. For
more details, see "Telescopic Rail Runners Accessory Kit” on page 2-9.
— Optional - ISDN Package. Contains the ISDN card and ISDN Software License.
Write down the RMX’s serial number that is on a sticker on the back of the unit. It will be needed for
product registration later in the process.
Make sure that boxes contain all the required parts.
Polycom, Inc.
2-5
Polycom RMX 1500/2000/4000 Getting Started Guide
3
Remove the boxes and top Stratocell® and open the anti-static plastic bag wrapping the
RMX.
4
Holding the handle on each side, lift the RMX 4000 from the box, and place it on a flat
surface or in a rack. Remove any packaging material prior to positioning the RMX 4000.
Attention:
Two people are required to lift the MCU out of the box and when installing it in a rack.
Write down the serial number of the RMX, located on a sticker on the back of the unit. It will be
needed for product registration later in the process.
2-6
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Modifying the Factory Default Management Network Settings on the USB Key
The USB key contains a text file, lan.cfg, which holds the factory default IP address
parameters. These parameters must be modified to your local network settings using the
LAN Configuration Utility, also on the USB key.
To modify the USB key settings:
1 Take the USB Key from the Installation Accessories kit and insert it into the PC
workstation.
The Polycom Documentation window opens.
In Windows XP:
a
The Polycom Documentation option is automatically selected. Click OK.
In Windows 7:
a
Select Open Folder to view files using Windows Explorer.
b
Double-click the index.hta file.
The Language Menu opens, offering a choice of several languages.
2
Click the documentation language of your choice.
An End-User Licence Agreement for Polycom Software is displayed.
3
Polycom, Inc.
Read the agreement and click the Accept Agreement button.
2-7
Polycom RMX 1500/2000/4000 Getting Started Guide
4
In the Initial Setup Utility screen, click the RMX LAN Configuration Utility link.
The LAN Configuration Utility dialog box opens.
5
Modify the following parameters in the utility’s dialog box using the information
supplied by your network administrator.
— Control Unit IP Address
— Shelf Management IP Address
6
7
2-8
— Subnet Mask
— Default Router IP Address
Click OK.
Remove the USB Key from the PC workstation.
The USB key is required for First Entry Power-up and Configuration of the RMX.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Hardware Installation and Setup
In a well ventilated area, mount the RMX 1500/RMX 2000/RMX4000 unit in a 19” rack. It is
important to adhere to the Site Requirements as described in the RMX 1500/2000/4000
Hardware Guides, "Site Requirements” on page 1-3.
To maximize conferencing performance, especially in high bit rate call environments, a 1Gb
connection is recommended for all RMX types.
The following procedures have to be performed to install the RMX System in your site:
•
Installing the RMX in a rack or as a standalone. When installing the RMX unit on a rack,
this process is done in two stages:
•
— Installing the telescopic rail runners on the rack. This stage is identical to all RMX
system types.
— Mounting the RMX on the rack using the previously installed rail runners
Connecting the RMX to the power source
•
Connecting the network (LAN and ISDN) cables to the RMX.
Installing the Telescopic Rail Runners on the Rack
Telescopic Rail Runners Accessory Kit
Before installing the telescopic rail runners in the rack, make sure that the kit has the
following parts:
Table 2-2
Rail Runners Kit Contents
Part/Kit no.
Item
Item
no.
Item Sample
Item
Quantity
Left rail runner
1
See Figure 2-1
1
Right rail runner
2
See Figure 2-1
1
Rack spacer
3
Front &
4
Flat head screw M5*10mm
4
ASY2716A-L0
Rail runner
Rack spacer
assembly kit
Polycom, Inc.
Rear
8
2-9
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-2
Rail Runners Kit Contents
Item
no.
Item
Rail runner assembly
kit
Flat head screw M3*8mm
5
4
Flat washer M3
6
4
Nut spring M3
7
4
Pan head screw M5*12mm
8
2
Flat washer M5
9
2
RMX chassis
assembly kit
Item Sample
Item
Quantity
Part/Kit no.
Telescopic Rail Runner Assembly
Rack Rail Runners require a minimum of 48cm and a maximum of 80cm within the rack for
installation
1
Determine the location of the RMX on the rack:
— Allow for a 1U gap above and below the system for ventilation.
2-10
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
— Use the Rack Spacer (item no. 3) to predetermine its position on the rack post,
making sure that square studs of the spacer fit into the rack post’s square/rounded
mounting holes. Mark the spacer’s location on the rack post. Repeat this process for
the 3 remaining vertical posts ensuring that the system can be horizontally seated.
Figure 2-1 Front view of RMX Rail Runner Assembly
Polycom, Inc.
2-11
Polycom RMX 1500/2000/4000 Getting Started Guide
2
Position the Rack Spacer (item no. 3) onto the marked rack post together with left rack
rail runner (item no. 1 which is labeled LEFT) and fasten the flat head screws 3*10mm
(item no. 4) as shown in Figure 2-2.
RMX 1500
RMX 4000
RMX 2000
Figure 2-2 Detail of Front Rack Spacer Assembly for the RMX
•
On the RMX 1500/4000 the center hole on the Rack Spacer must be left clear as it is required for
fixing the RMX to the rack post. See Figure 2-2.
•
On the RMX 2000 the top hole on the Rack Spacer must be left clear as it is required for fixing
the RMX to the rack post. See Figure 2-2.
3
Adjust the telescopic rack rail runner to the rack opening and mount it onto the marked
position of the rear post as described in step 2.
Figure 2-3 Detail of Rear RMX 1500/2000/4000 Rack Spacer Assembly
2-12
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
4
Repeat steps 2 and 3 for the right rack rail runner.
5
Install the flat head screw
(item 5), flat washer
(item 6) and nut spring
(item 7) in the middle of the telescopic rack rail runner for added stability as
shown in Figure 2-4.
Figure 2-4 Detail of Left Rail Runner (front internal view)
The number of screws to install depends on the rack width.
6
Repeat step 5 for the right rack rail runner.
Installing the RMX 1500
For detailed instructions, precautions and requirements for installing the RMX 1500 refer to the
Polycom RMX 1500 Hardware Guide.
The following procedures have to be performed to install the RMX 1500 in your site:
•
Optional. Installing the RTM ISDN card on the RMX (Optional)
•
Installing the RMX in a rack or as a standalone
•
Connecting the RMX to the power source
•
Connecting the network (LAN, IP and ISDN) cables to the RMX.
Optional. Installing the RTM ISDN 1500 Card on the RMX 1500
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 1500. It is recommended to install the
ISDN card before the RMX 1500 is placed in a rack.
Removing the blank cover from the rear of the RMX 1500
Polycom, Inc.
1
Ensure that the power switch on the RMX is turned OFF (O).
2
Remove the cover by unscrewing the captive screws that fasten the card to the MCU.
2-13
Polycom RMX 1500/2000/4000 Getting Started Guide
3
Slide out the cover.
Installing the RTM ISDN 1500 Card
1
Slide in the RTM ISDN 1500 card.
2
Insert the card into the slot and tighten the captive screws on each side of the rear panel
of the card, securing the RTM ISDN card to RMX.
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
Mounting the RMX 1500 in a Rack
There are two methods for installing the RMX in a 19” rack:
•
Using the rack rail runners on the RMX 1500
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 2-9.
— Mount the RMX 1500 on top of the rail runners.
2-14
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
— Fasten the RMX to the rack spacers using the flat head screw
flat washer
brackets.
(item 8) with
(item 9) through the two holes in the RMX’s front mounting
Refer to Figure 2-2, "Detail of Front Rack Spacer Assembly for the RMX” on page 2-12 for
installation instructions.
•
Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX unit on the shelf.
— Fasten the RMX unit to the rack with screws through the four holes in the RMX’s
front mounting brackets.
Polycom, Inc.
2-15
Polycom RMX 1500/2000/4000 Getting Started Guide
Connecting Cables to the RMX 1500
To connect the cables:
• Connect the Media cable to LAN 2 port.
•
— Optional. If LAN Redundancy or Multiple Networks options are used, connect the
LAN cable to LAN 1. For more information, see RMX 1500/2000/4000
Administrator’s Guide, "LAN Redundancy” on page 15-30.
Connect the Network cables to:
•
— the MNG (Signaling) port
— the MNGB (Management Network) port.
Optional. Connect the Shelf Management cable to the Shelf port.
•
Optional. For ISDN/PSTN connections, connect the E1/T1 cables to their PRI (1-4)
ports.
Power Cable
E1/T1 PRI
Connection(s)
LAN 2 - media;
MNG - signaling;
MNG B - management & Shelf
The LAN 1*, LAN3, LAN4 and Modem ports are not be used and the plastic caps covering those
ports should not be removed.
* With Multiple network and LAN redundancy configurations, LAN 1 port is used. For more
information, see the RMX 1500/2000/4000 Administrators Guide, Multiple Services and LAN
Redundancy.
2-16
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Installing the RMX 2000
For detailed instructions, precautions and requirements for installing the RMX 2000 refer to the
Polycom RMX 2000 Hardware Guide.
The following procedures have to be performed to install the RMX 2000 in your site:
•
Optional. Installing the RTM ISDN card on the RMX (Optional)
•
Installing the RMX in a rack or as a standalone
•
Connecting the RMX to the power source
•
Connecting the network (LAN and ISDN) cables to the RMX
Optional. Installing the RTM ISDN Card on the RMX 2000
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 2000. It is recommended to install the
ISDN card before the RMX 2000 is placed in a rack.
Removing the blank cover from the rear of the RMX 2000
Use the following procedure to remove the blank cover:
1
Ensure that the power switch/circuit switch on the RMX is turned OFF (O).
2
Unscrew the captive screws on the rear panel of the RMX that secure the blank panel.
3
Use the metal ejector levers to pull the blank panel.
Installing the RTM ISDN 2000 Card
1
On the new RTM ISDN card move the ejector levers to their fully open position.
2
Slide in the RTM ISDN card in the RMX slot.
An RTM ISDN card must connect directly to an MPM/MPM+/MPMx card in the opposite facing front
slot.
Polycom, Inc.
2-17
Polycom RMX 1500/2000/4000 Getting Started Guide
Ejector Lever
Captive Screw
3
Push the card into the slot until the ejector levers touch the front edge of the card cage.
4
Push the ejector levers to their fully closed position.
5
Tighten the captive screws on each side of the rear panel of the card, securing the RTM
ISDN card to RMX
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
Mounting the RMX 2000 in a Rack
There are two methods for installing the RMX in a 19” rack:
•
Using rack rail runners on the RMX 2000:
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 2-9.
— Mount the RMX 2000 on top of the rail runners.
— Fasten the RMX to the rack spacers using the flat head screw
flat washer
brackets.
(item 8) with
(item 9) through the two holes in the RMX’s front mounting
Refer to Figure 2-2, "Detail of Front Rack Spacer Assembly for the RMX” on page 2-12 for
installation instructions.
2-18
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
•
Using a shelf:
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX on the shelf.
— Fasten the RMX to the rack with screws through the four holes in the RMX’s front
mounting brackets.
Connecting Cables to the RMX 2000
Do not remove the protective caps from LAN1, LAN3 and ShMG ports.
Connect the following cables to the back panel:
•
Power cable
•
On the RTM IP card connect the LAN cable to LAN 2 Port.
•
On the RTM LAN card connect the LAN cable to LAN 2.
•
— Optional. Connect the LAN cable to LAN 1.
With Multiple Networks and LAN Redundancy configurations, LAN 1 port is used.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "LAN
Redundancy” on page 15-30 and "Multiple Network Services” on page 15-45.
Optional. On the RTM ISDN card connect the E1/T1 Cables to PRI Ports.
E1/T1 Connection
LAN 2 Connection
Polycom, Inc.
LAN 2 Connection, (optional) LAN1
Off/On
switch
Power
Cable
2-19
Polycom RMX 1500/2000/4000 Getting Started Guide
Installing the RMX 4000
The following procedures have to be performed to install the RMX 4000 at your site:
•
Optional. Installing the RTM ISDN card on the RMX
•
Mounting the RMX in a rack
•
Connecting the RMX to the power source
•
Connecting the network (LAN and ISDN) cables to the RMX
Optional. Installing the RTM ISDN Card on the RMX 4000
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 2000. It is recommended to install the
ISDN card before the RMX 2000 is placed in a rack.
Removing the RTM LAN Card or the blank cover from the rear of the RMX 4000
1
Ensure that the power switch on the RMX 2000/4000 is turned OFF (O).
2
Remove the RTM LAN or blank cover by unscrewing the captive screws that fasten the
card or the cover to the RMX. When removing a card, use the metal ejector levers to pull
the RTM LAN card out of its slot from the backplane.
3
Slide out the RTM LAN or RTM ISDN card.
Installing the RTM ISDN 4000 Card
1
On the RTM ISDN card move the ejector levers to their fully open position.
2
Slide the new RTM ISDN card into its slot.
An RTM ISDN card must connect directly to an MPM+/MPMx card in the opposite facing front slot.
3
Push the card into the slot until the ejector levers touch the front edge of the card
cage.Push the ejector levers to their fully closed position.
4
Tighten the captive screws on each side of the rear panel of the card, securing the RTM
ISDN card to RMX.
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
2-20
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Mounting the RMX 4000 in a Rack
Either place the RMX 4000 on a hard, flat surface such as a desktop or mount it on a 19” rack.
For a detailed description of the safety requirements and precautions and the installation of the
RMX 4000 as a standalone, or reverse mounting the RMX 4000 on a 19” rack, see the RMX 4000
Hardware Guide.
To install the RMX 4000 in a 19”rack:
• Using rack rail runners on the RMX 4000
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 2-9.
— Mount the RMX 2000 on top of the rail runners.
— Fasten the RMX to the rack spacers using the flat head screw
flat washer
brackets.
(item 8) with
(item 9) through the two holes in the RMX’s front mounting
Refer to Figure 2-2, "Detail of Front Rack Spacer Assembly for the RMX” on page 2-12 for
installation instructions.
•
Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX on the shelf.
Polycom, Inc.
2-21
Polycom RMX 1500/2000/4000 Getting Started Guide
— Fasten the RMX to the rack with screws through the eight holes in the RMX’s front
mounting brackets.
Connecting the RMX 4000 to the Power Sources
The size of the protective earthing conductor & cable should be a minimum of 10AWG.
Connect the following power cables to the RMX 4000 back panel:
AC Power Supply connections:
1 Insert power cables to each of the three AC Power Entry Modules (PEMs).
Power Cables
DC Power Supply connections:
1
On the DC Power Rail Modules set the two circuit breakers to OFF.
Two types of circuit breakers can be installed on the DC Power Rail Module (PRM). For more
information, see the RMX 4000 Hardware Guide.
2-22
2
Ensure that the cables from the Main that supplies electricity to the DC power units are
OFF or disconnected.
3
Remove the transparent plastic caps on the terminal block.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
4
•
•
•
Using the two wires of a 10 AWG cable running from the DC power distribution unit,
connect the black wire into the -48VDC terminal block and the red wire to the RTN
terminal block.
A 10 AWG cable must be used to connect the mains with the RMX 4000 DC Power Rail Model.
The supply wires for DC version must be terminated using quick connectors.
Extension cords may not be used.
ESD connector
Ground connector
Circuit breaker - ON
position
RTN
-48 VDC
Blank panel
Circuit breaker - OFF
position
The center PRM slot/module is fitted with a blank panel and the slot cannot be used on a system
with DC Voltage.
5
Connect the green or green-yellow wire to the system single-point M6x15 “Ground”
bolt.
The rating of the protective earthing conductor should be a minimum of 10AWG.
If the unit is rack mounted, the single-point ground on the MCU must be connected to
the rack with a single conductor and fixed as to prevent loosening. When using bare
conductors, they must be coated with an appropriate antioxidant compound before
crimp connections are made. Tinned, solder-plated or silver plated connectors do not
have to be prepared in this manner.
Polycom, Inc.
6
Replace the transparent plastic caps on the terminal block.
7
Turn ON the Main that supplies power to the RMX.
8
Turn ON the circuit breaker on each of the DC Power Rail Modules.
2-23
Polycom RMX 1500/2000/4000 Getting Started Guide
Connecting Cables to the RMX 4000
To connect the cables (AC and DC systems):
•
RTM-IP 4000:
— Connect the Management Network cable to LAN 2.
— Connect the Signaling cable to LAN 3.
— Connect the Shelf Management cable to LAN 6.
•
For each installed RTM LAN - Connect the LAN cable to LAN 2.
•
— Optional. Connect the LAN cable to LAN 1. With Multiple networks and LAN
redundancy configurations, LAN 1 port is used. For more information, see RMX
1500/2000/4000 Administrator’s Guide, "LAN Redundancy” on page 15-30 and
"Multiple Network Services” on page 15-45.
Optional. If RTM ISDN is installed, for each installed RTM ISDN:
— Connect the E1/T1 cables to their PRI Ports.
— Connect the LAN cable to LAN 1.
LAN Connections to RTM LAN
E1/T1 Connection to RTM ISDN
Signaling
Network
Management
Network
Shelf
Management
Off/On
switch
Power Cables
Figure 2-5 RMX 4000 Rear Panel View with AC Power and Communication Cables
2-24
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
First Entry Power-up and Configuration
Preparations
Hardware
Installation
and
Setup
There are four procedures necessary for setup of the new RMX. It is important that they are
performed in the following sequence:
1
First-time Power-up
2
Product Registration.
3
Connection to MCU.
4
Modifying the Default IP and ISDN/PSTN Service Settings (Fast Configuration Wizard).
First Entry
Power-up and
Configuration
Procedure 1: First-time Power-up
To power-up for the first time using the USB key:
1 Insert the USB key containing the modified IP addresses in USB port on the RMX 1500
front panel and RMX 2000/4000 back panel.
2
Power the RMX On.
— AC System - Turn ON the power by pressing on the power switch located on the
rear panel of the RMX 1500/2000/4000.
• On the RMX 1500, the ON/OFF button is lit (ON).
• On the RMX 2000/4000, the FAN STATUS and PWR STATUS LEDs turn ON.
— DC System (RMX 4000) - Turn ON the Main that supplies power to the RMX and
then turn ON each of the DC power rail modules.
System power-up sequence may take approximately 10 minutes.
During this time, the parameters in the lan.cfg file are uploaded from the USB key to
the RMX’s memory and applied during the power-up sequence.
Wait for the upload process to complete. Initially all the READY/IN USE/ERROR
LEDs on the RMX 1500 or ERR/RDY/ACT LEDs on the RMX 2000/4000 flicker and
flash. Upload is completed when all the LEDs turn off and only the red ERROR/ERR
Polycom, Inc.
2-25
Polycom RMX 1500/2000/4000 Getting Started Guide
LED (on the CTNL unit of the RMX 2000/4000) remains ON.
It remains ON until the Default IP Network Service is configured. For more details, see
"Fast Configuration Wizard” on page 2-29.
Do not remove the USB key from the RMX until the connection with the RMX is
established and the Login screen is displayed. For more details, see "Procedure 3:
Connection to MCU” on page 2-26.
Procedure 2: Product Registration
Before the RMX can be used, it is necessary to register the product and the various software
licenses and obtain an Activation Key.
During first-time power-up, the Product Activation dialog box is displayed, requesting you to
enter an Activation Key.
Obtaining the Activation Key
1
Access the Service & Support page of the Polycom website at:
http://support.polycom.com
2
Login with your Email Address and Password or register as a new user.
3
Select Product Registration.
4
Follow the on-screen instructions for Product Registration and Product Activation.
(The RMX’s serial number is on a sticker on the back of the unit). For more information,
refer to the RMX Software Licence document you received with your shipment.
Register all Polycom Software Licences that you have purchased when obtaining the Activation Key.
For example, ISDN, Encryption and Multiple Networks each have different Polycom Software
Licenses.
5
When the Product Activation Key is displayed, write it down or copy it for later pasting
into the Activation Key field of the Product Activation dialog box.
Procedure 3: Connection to MCU
If Windows7™ is installed on the workstation, Protected Mode must be disabled before connecting
to the MCU running Version 7.0 software. For more information see "Windows 7™ Security
Settings” on page 1-11.
1
Start the RMX Web Client application on the workstation.
a
In the browser’s address line, enter the IP address of the Control Unit in the format:
http://<Control Unit IP Address>, as defined in the USB key.
b
2-26
Click Enter.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
The RMX Web Client Login screen is displayed.
Link to RMX Manager
Installer
Once the connection with the RMX is established, you can remove the USB key from the RMX.
If the error “Browser environment error. Please close all the browser sessions” appears, close all the
browser sessions, and reconnect to the RMX. If the error message appears again, either run the
automatic troubleshooter utility or manually preform the suggested troubleshooting procedures. For
more details, see Appendix B, “Installation Troubleshooting Procedures” .
2
In the RMX Web Client Login screen, enter the default Username (POLYCOM) and
Password (POLYCOM) and click Login.
The RMX Web Client opens and the Product Activation dialog box appears with the serial
number filled in:
3
In the Activation Key field, enter or paste the Product Activation Key obtained earlier.
If you do not have an Activation Key, click the Polycom Resource Center button to
access the Service & Support page of the Polycom Support website.
Polycom, Inc.
4
Click OK.
A message indicating that the Product Activation Key was loaded successfully appears.
If the Product Activation Key failed to load, please contact your vendor.
5
Click OK.
On the MPM+/MPMx card of the RMX 2000/4000, initially the ERR/RDY/ACT LEDs
all flicker and flash, until only the RDY LED turns ON on the media card, while the ERR
2-27
Polycom RMX 1500/2000/4000 Getting Started Guide
LED on the CTNL unit is still ON.
As no Default IP Network Service is defined, the system automatically starts the Fast
Configuration Wizard.
Procedure 4: Modifying the Default IP Service and ISDN/PSTN Network Service
Settings
The Fast Configuration Wizard is automatically started when no Default IP Network Service is
defined and it assists you in configuring the Default IP Network Service. This happens during
First Time Power-up, before the service has been defined or if the Signaling Service has been
deleted, followed by an RMX restart.
The IP Management Service tab in the Fast Configuration Wizard is enabled only if the factory
default Management IP addresses were not modified.
On the RMX 1500/ 2000/ 4000, IPv4 is the default protocol for setting the Network Service in the
Fast Configuration Wizard.
If IPv6 addressing is required, complete the Fast Configuration Wizard for IPv4 and then:
1 Modify the Management Network to use IPv6 addressing or IPv4 and IPv6 addressing.
2 Restart the RMX.
3 Modify the properties of the Default IP Network Service, which will now include IPv6 addressing
or IPv4 & IPv6 addressing options to configure the Network Service.
For detailed description of the IP Network Services, see the RMX 1500/2000/4000 Administrator’s
Guide, "Network Services” on page 15-1.
2-28
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Fast Configuration Wizard
1
Enter the required IP information in the dialog box.
RMX 1500
RMX 2000
RMX 4000
Table 2-3
Polycom, Inc.
Fast Configuration Wizard – IP Signaling
Field
Description
Network Service
Name
The name Default IP Service is assigned to the IP Network Service by
the Fast Configuration Wizard. This name can be changed.
Note: This field is displayed in all IP Signaling dialog boxes and can
contain character sets that use Unicode encoding.
Signaling Host
IP Address
Enter the address to be used by IP endpoints when dialing into the
MCU.
Dial out calls from the RMX are initiated from this address.
This address is used to register the RMX with a Gatekeeper or a SIP
Proxy server.
Media Card 1-4
IP Addresses
Enter the IP address(es) of the media card (s) (MPM/MPM+/MPMx 1
and MPM/MPM+/MPMx 2-4 (if installed)) as provided by the network
administrator. Endpoints connect to conferences and transmit call
media (video, voice and content) via these addresses.
2-29
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-3
Field
Description
Subnet Mask
Enter the subnet mask of the MCU.
Default value: 255.255.255.0.
•
To set the RMX to Secured Communication, first complete the Fast Configuration Wizard and
reset the RMX. After Login, install the Certificate and then enable Secured Communication
Mode.
•
The IP Network Service configured using the Fast Configuration Wizard will be saved only if
Media cards are installed in the RMX.
2
Click Next.
3
Enter the required Routers information in the dialog box.
Table 2-4
4
2-30
Fast Configuration Wizard – IP Signaling (Continued)
Fast Configuration Wizard – Routers
Field
Description
Default Router
IP Address
Enter the IP address of the default router.
Click Next.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
5
Enter the required DNS information in the dialog box.
Table 2-5
Fast Configuration Wizard – DNS
Field
Description
MCU Host Name
Enter the name of the MCU on the network.
Default name is RMX.
DNS
Select:
• Off – if DNS servers are not used in the network.
•
Specify – to enter the IP addresses of the DNS servers.
Note: The IP address fields are enabled only if Specify is selected.
6
Polycom, Inc.
Register Host Names
Automatically to DNS
Server
Select this option to automatically register the MCU Signaling Host
and Shelf Management with the DNS server.
Local Domain Name
Enter the name of the domain where the MCU is installed.
Primary DNS Server
IP Address
The static IP address of the primary DNS server.
Click Next.
2-31
Polycom RMX 1500/2000/4000 Getting Started Guide
7
Select the IP Network Type: H.323, SIP or H.323 & SIP.
8
Click Next.
9
If you selected SIP only, go to Step 13.
10 Enter the required Gatekeeper information in the dialog box.
Table 2-6
Fast Configuration Wizard – Gatekeeper
Field
Description
Gatekeeper
Select Specify to enable configuration of the gatekeeper IP address.
When Off is selected, all gatekeeper options are disabled.
Primary Gatekeeper
IP Address or Name
2-32
Enter either the gatekeeper’s host name (if a DNS Server is used) or
IP address.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Table 2-6
Fast Configuration Wizard – Gatekeeper (Continued)
Field
Description
MCU Prefix in
Gatekeeper
Enter the string with which the MCU registers itself with the
gatekeeper.
The gatekeeper uses this string to identify the MCU when forwarding
calls to it.
H.323 endpoints use this number as the first part of their dial-in string
when dialing the MCU.
Aliases
Alias
The alias that identifies the RMX’s Signaling Host within the network.
Up to five aliases can be defined for each RMX.
Note: When a gatekeeper is specified, at least one alias must be
entered in the table.
Additional aliases or prefixes may also be entered.
Type
The type defines the format in which the card’s alias is sent to the
gatekeeper. Each alias can be of a different type:
• H.323 ID (alphanumeric ID)
•
•
E.164 (digits 0-9, * and #)
Email ID (email address format,
e.g. abc@example.com)
•
Participant Number (digits 0-9, * and #)
Note: Although all types are supported, the type of alias to be used
depends on the gatekeeper’s capabilities.
11 Click Next.
12 If you selected H.323 only, go to Step 15.
13 Enter the required SIP Server information in the dialog box.
Polycom, Inc.
2-33
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-7
Fast Configuration Wizard – SIP Server
Field
Description
SIP Server
Select:
• Specify – to manually configure SIP servers.
•
Off – if SIP servers are not present in the network.
SIP Server IP
Address
Enter either the IP address of the preferred SIP server or its host
name (if a DNS server is used).
Transport Type
Select the transport type and protocol that is used for signaling
between the MCU and the SIP Server or the endpoints according to
the protocol supported by the SIP Server:
• UDP – Select this option to use UDP for signaling.
•
•
TCP – Select this option to use TCP for signaling.
•
•
SSL 2.0
TLS – The Signaling Host listens on secured port 5061 only and
all outgoing connections are established on secured connections.
Calls from SIP clients or servers to non secured ports are
rejected.
The following protocols are supported:
• TLS 1.0
SSL 3.0.
14 Click Next.
Enter the required Security information in the dialog box.
2-34
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Table 2-8
Fast Configuration Wizard – Security
Field
Description
Authentication
User Name
Enter the conference, Entry Queue or Meeting Room name as
registered with the proxy.
This field can contain up to 20 ASCII characters.
Authentication
Password
Enter the conference, Entry Queue or Meeting Room password as
defined in the proxy.
This field can contain up to 20 ASCII characters.
15 Click Next.
The IP Network Service is created and confirmed.
The IP Network Service cannot be saved if no Media cards are installed in the RMX.
16 Click OK.
During the initial RMX setup, if the system detects the presence of the RTM ISDN card, the
ISDN /PSTN Network Service definition screens of the Fast Configuration Wizard are enabled.
If there is no RTM ISDN card in the RMX or if you do not want to define an ISDN/PSTN
Network Service, go to Step 33.
A new ISDN/PSTN Network Service can be defined even if no RTM ISDN card is installed in the
system but only via the ISDN/PSTN Network Service ->Add New Service dialog box.
Polycom, Inc.
2-35
Polycom RMX 1500/2000/4000 Getting Started Guide
The Fast Configuration Wizard’s ISDN/PSTN configuration sequence begins with the ISDN/
PSTN dialog box:
17 Define the following parameters:
Table 2-9
Fast Configuration Wizard – ISDN Service Settings
Field
Description
Network Service
Name
Specify the service provider’s (carrier) name or any other name you
choose, using up to 20 characters. The Network Service Name
identifies the ISDN/PSTN Service to the system.
Default name: ISDN/PSTN Service
Note: This field is displayed in all ISDN/PSTN Network Properties
tabs and can contain character sets that use Unicode encoding.
Span Type
Select the type of spans (ISDN/PSTN) lines, supplied by the service
provider, that are connected to the RMX. Each span can be defined
as a separate Network Service, or all the spans from the same carrier
can be defined as part of the same Network Service.
Select either:
• T1 (U.S. – 23 B channels + 1 D channel)
•
E1 (Europe – 30 B channels + 1 D channel)
Default: T1
Note: Only one Span Type (E1 or T1) is supported on the RMX. If you
define the first span as type E1 all other spans that you may later
define must also be of type E1.
Service Type
PRI is the only supported service type. It is automatically selected.
18 Click Next.
2-36
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
The PRI Settings dialog box opens.
19 Define the following parameters:
Table 2-10 Fast Configuration Wizard – PRI Settings
Polycom, Inc.
Field
Description
Default Num Type
Select the Default Num Type from the list.
The Num Type defines how the system handles the dialing digits. For
example, if you type eight dialing digits, the Num Type defines
whether this number is national or international.
If the PRI lines are connected to the RMX via a network switch, the
selection of the Num Type is used to route the call to a specific PRI
line. If you want the network to interpret the dialing digits for routing
the call, select Unknown.
Default: Unknown
Note: For E1 spans, this parameter is set by the system.
Num Plan
Select the type of signaling (Number Plan) from the list according to
information given by the service provider.
Default: ISDN
Note: For E1 spans, this parameter is set by the system.
Net Specific
Select the appropriate service program if one is used by your service
provider (carrier).
Some service providers may have several service programs that can
be used.
Default: None
Dial-out Prefix
Enter the prefix that the PBX requires to dial out. Leave this field
blank if a dial-out prefix is not required.
The field can contain be empty (blank) or a numeric value between 0
and 9999.
Default: Blank
2-37
Polycom RMX 1500/2000/4000 Getting Started Guide
20 Click Next.
The Span Definition dialog box opens.
21 Define the following parameters:
Table 2-11 Fast Configuration Wizard – Spans Definition
Field
Description
Framing
Select the Framing format used by the carrier for the network
interface from the list.
• For T1 spans, default is SFSF.
•
Side
For E1 spans, default is FEBE.
Select one of the following options:
User side (default)
•
•
•
Network side
Symmetric side
Note: If the PBX is configured on the network side, then the RMX unit
must be configured as the user side, and vice versa, or both must be
configured symmetrically.
Line Coding
Select the PRI line coding method from the list.
For T1 spans, default is B8ZS.
•
•
Switch Type
For E1 spans, default is HDB3.
Select the brand and revision level of switch equipment installed in
the service provider’s central office.
• For T1 spans, default is AT&T 4ESS.
•
For E1 spans, default is EURO ISDN.
22 Click Next.
2-38
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
The Phones dialog box opens.
23 Click Add to define dial-in number ranges.
The Add Phone Number dialog box opens.
24 Define the following parameters:
Table 2-12 Fast Configuration Wizard – Add Phone Numbers
•
•
Field
Description
First Number
The first number in the phone number range.
Last Number
The last number in the phone number range.
A range must include at least two dial-in numbers.
A range cannot exceed 1000 numbers.
25 Click OK.
The new range is added to the Dial-in Phone Numbers table.
26 Optional. Repeat steps 23 to 24 to define additional dial-in ranges.
27 In the Phones tab enter the MCU CLI (Calling Line Identification).
With dial-in connections, the MCU CLI indicates the MCU’s number dialed by the
participant. In a dial-out connection, indicates the MCU (CLI) number as seen by the
participant.
28 Click Save & Continue.
After clicking Save & Continue, you cannot use the Back button to return to previous
configuration dialog boxes.
The ISDN/PSTN Network Service is created and is added to the ISDN/PSTN Network
Services list.
Polycom, Inc.
2-39
Polycom RMX 1500/2000/4000 Getting Started Guide
If the system cannot create the ISDN/PSTN Network Service, an error message is
displayed indicating the cause and allowing you access the appropriate dialog box in
the Fast Configuration Wizard for corrective action.
29 Click OK to continue the configuration.
The Spans dialog box opens displaying the following read-only fields:
Attached
Spans
Spans
Table
— ID – the connector on the RTM ISDN card (PRI1 to PRI12).
— Slot – the MPM/MPM+/MPMx card that the RTM ISDN / RTM ISDN 1500 card is
connected to (RMX 2000: MPM 1/MPM2 RMX 4000: MPM1/MPM2/MPM3/
MPM4).
On the RMX 1500, the Slot field does not appear.
— Service – the ISDN/PSTN Network Service to which the span is assigned.
— Clock Source – indicates if ISDN signaling synchronization is being supplied by the
Primary or Secondary clock source. The first span to synchronize becomes the
Primary clock source.
— State – the System Alert level of the span (Major, Minor). If there are no span related
alerts, this column contains no entries.
30 Click the check boxes in the Attached field to attach spans (E1 or T1 PRI lines) to the
network service named in the Network Service Name field.
The Spans Table displays the configuration of all spans and all ISDN network services in
the system.
When using the Fast Configuration Wizard during First Entry Configuration, you are
defining the first ISDN/PSTN Network Service in the system. Spans can only be attached
to this service.
2-40
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Additional ISDN/PSTN Network Services can be defined by using the ISDN/PSTN
Network Services > New PSTN Service button in the RMX Web Client.
Spans can be attached to, or moved between ISDN network services by using the ISDN/
PSTN Network Services > ISDN Properties > Spans tab in the RMX Web Client.
Each ISDN RTM card can support either 7 E1 or 9 T1 PRI lines (E1 and T1 connections
cannot be used simultaneously).
31 Click Next.
The System Flags dialog box is displayed.
32 Enter the required System Flags information in the dialog box.
Table 2-13 Fast Configuration Wizard – System Flags
Field
Polycom, Inc.
Description / Default
Conference ID
Length (MCU)
The number of digits of the Conference
ID to be assigned by the MCU.
Range: 2-16 (Default: 5)
Minimum Conference
ID Length (User)
The minimum number of digits that the
user must enter when manually
assigning a numeric ID to a conference.
Range: 2-16 (Default: 4)
Maximum
Conference ID
Length (User)
The maximum number of digits that the
user can enter when manually assigning
a Numeric ID to a conference.
Range: 2-16 (Default: 8)
MCU Display Name
The MCU name is displayed on the endpoint’s screen.
Default name: Polycom RMX 1500/2000/4000
Note: Selecting 2 digits
limits the number of
simultaneous ongoing
conferences to 99.
2-41
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-13 Fast Configuration Wizard – System Flags (Continued)
Field
Description / Default
Terminate
Conference when
Chairperson Exits
When Yes is selected (default), the conference ends when the
chairperson exits even if there are other participants connected.
When No is selected, the conference automatically ends at the
predefined end time, or when all the participants have disconnected
from the conference.
Auto Extend
Conferences
When Yes is selected (default), allows conferences running on the
RMX to be automatically extended as long as there are participants
connected and there are available resources.
The maximum extension time allowed by the MCU is 30 minutes.
These flags can be modified later, if required, by selecting the System Configuration
option from the Setup menu. For more information, see the RMX 1500/2000/4000
Administrator’s Guide, "Modifying System Flags” on page 21-1.
33 Click Save & Close.
The RMX confirms successful configuration.
34 In the Success Message box, click OK.
35 In the Reset Confirmation dialog box, click Yes.
36 In the Please wait for system reset message box, click OK.
System restart may take approximately ten minutes.
37 Refresh the browser periodically until the Login screen is displayed.
38 When the Login screen is displayed, enter your Username and Password and click Login.
On first entry, the default Username and Password are both POLYCOM.
In the RMX Web Client’s Main Screen an MCU State indicator displays a progress
indicator
showing the time remaining until the system start-up is
complete.
After system startup, the MCU State is in Major and two Active Alarms appear in the
Systems Alerts list:
— "Polycom default User exists" - The default RMX user (POLYCOM) with which the
RMX system is shipped is still defined in the system. Once you have defined one or
more new authorized administrator users, delete the default User to prevent
unauthorized users from logging into the system.
2-42
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
— "Failed to read MCU time configuration file" - The RMX time was not set to the local
time.
39 Create a new User with Administrator permissions. For more information see the RMX
1500/2000/4000 Administrator’s Guide, "Adding a New User” on page 14-4.
40 Set the RMX time (Setup > RMX Time) and click OK. For more information, see the
RMX 1500/2000/4000 Administrator’s Guide, "RMX Time” on page 20-4.
41 Logout from the RMX Manager/RMX Web Client and log in using the User Name and
Password defined earlier (do not use the default user login).
42 Delete the default User (POLYCOM) and click OK to confirm. For more information,
see the RMX 1500/2000/4000 Administrator’s Guide "Deleting a User” on page 14-5.
If the default User (POLYCOM) remains or the RMX time was not set, the active alarm is not deleted
and the system status remains in Major.
For system security reasons the system is not fully configured until the default user is deleted.
43 The system is now fully configured and if there are no other System Errors, the green
READY/RDY LED (on the 2000/4000 the LEDs are on the CNTL module) turns ON
and the ERROR/ERR LED is OFF.
The Fast Configuration Wizard configures the Default IP Network Service with common parameters.
Specific or additional settings (e.g. for ICE, or Secured Mode) should be performed once the initial
configuration is complete. For detailed description of the IP Network Services, see the RMX 1500/
2000/4000 Administrator’s Guide, Network Services.
Selecting the RMX Web Client Languages
By default, the RMX Web Client interface is displayed only in English. However, the system
administrator can choose the languages available for selection on the Login screen. These
languages are represented by flags.
To choose the languages for selection in the Login screen:
1 On the RMX menu, click Setup > Multilingual Setting.
2
Click the check boxes of the languages to appear in the Login screen of the RMX Web
Client. For more information see the RMX 1500/2000/4000 Administrator’s Guide
"Multilingual Setting” on page 20-42.
If the selected language is not supported by the browser or the workstation’s Operating
System, the RMX Web Client is displayed in English.
Polycom, Inc.
3
Click OK.
4
Log out and reconnect to the RMX.
The Login screen will display the flags of the selected languages.
2-43
Polycom RMX 1500/2000/4000 Getting Started Guide
RMX’s Default Conferencing Settings
The RMX is shipped with default pre-configured conferencing entities, which allow RMX
users and participants to start ongoing conferences without further configuration.
The default conferencing entities are:
Table 2-14 Conferencing Entities
Entity
Description
Meeting Rooms
Conferences saved on the MCU without using resources. They are
activated when the first participant dials in.
There are four Meeting Rooms ready for use:
Name
ID
Maple_Room
1001
Oak_Room
1002
Juniper_Room
1003
Fig_Room
1004
Each Meeting Room uses the default Conference Profile called
Factory Video Profile running at 384Kbps and has a default duration of
one hour.
2-44
Conference Profile
Name:
Factory Video Profile
A Conference Profile is assigned to a Meeting Room to define its
conferencing parameters, such as line rate and video resolution.
Factory Video Profile contains the video conference parameters with a
bit rate of 384Kbps, Auto Layout and Polycom Skin. The Profile uses
an IVR Service called Conference IVR Service.
Conference IVR Service
Name:
Conference IVR Service
The Conference IVR Service includes an optional video slide and all
the voice messages played during the participant’s connection
process and during the conference.
The Conference IVR Service contains a set of voice prompts in
English and an optional video slide.
It automates the participant’s connection to a conference.
Polycom, Inc.
Chapter 2-First Time Installation and Configuration
Table 2-14 Conferencing Entities (Continued)
Entity
Description
Entry Queue
Name
DefaultEQ
ID
1000
Using an Entry Queue enables one dial-in number to be used for all
conferences. In the Entry Queue, participants are prompted for
information to enable routing to their destination conferences.
A default Entry Queue called DefaultEQ is provided.
The default Entry Queue is also set to Ad Hoc conferencing which
allows participants to start new conferences without prior definition by
entering a Conference or Meeting Room ID that is not used by any
ongoing conference currently running on the MCU. It uses an Entry
Queue IVR Service called Entry Queue IVR Service.
The default Welcome Slide displayed at the participants endpoint
upon connection to the Entry Queue and lists the default Meeting
Rooms. The participant can select one of these Meeting Rooms or
enter another ID to start a new conference.
If no Transit Entry Queue is defined, DefaultEQ is the default Transit
Entry Queue. For more information see the RMX 1500/2000/4000
Administrator’s Guide, "Transit Entry Queue” on page 6-6.
Note: An ISDN/PSTN dial-in number is not assigned to the Entry
Queue as the number depends on the dial-in numbers range defined
in the Network Service. It must be manually assigned to enable ISDN
or PSTN participant connections to this Entry Queue. For more
information, see the RMX 1500/2000/4000 Administrator’s Guide,
"ISDN/PSTN Network Services” on page 15-35.
Entry Queue IVR Service
Polycom, Inc.
Name:
Entry Queue IVR Service
Includes all the voice messages and video slides used to guide
participants though their connection process to the MCU and route
them to their destination conference.
Entry Queue IVR Service is the default Entry Queue IVR Service
provided for the default Entry Queue.
2-45
Polycom RMX 1500/2000/4000 Getting Started Guide
Customizing the RMX’s Default Conferencing Settings
You can customize the conferencing entities to your organization’s requirements:
•
To customize the Voice Prompts and Video Slides to different organizations, users,
languages etc. – first record the required messages and create the video slides and then
create the appropriate conference IVR Service or Entry Queue IVR Service.
These services must be assigned to the appropriate conference profile or Entry Queue.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "IVR Services”
on page 16-1.
•
To modify the conference properties, such as the conference line rate, specific video
layout for the conference or the background that is used for the video display (skin),
create a new Conference Profile.
This Profile can be used for defining new ongoing conferences, Meeting Rooms and
Single-dial Entry Queues.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Defining
Profiles” on page 1-10.
•
To allow ISDN participants to connect to a single dial Entry Queue a dial in number
must be assigned to the pre-configured Entry Queue.
To allow participants to connect to a single dial Entry Queue at a line rate other than
384 Kbps (as in the default Entry Queue) or play voice messages in different languages
– create a new Entry Queue.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Defining a
New Conference IVR Service” on page 16-7.
2-46
•
You can personalize Meeting Rooms for people in your organization with predefined
conference and chairperson passwords (for added security) and allow only authorized
people to start on going conferences. For more information, see the RMX 1500/2000/
4000 Administrator’s Guide, "Meeting Rooms” on page 5-1.
•
To allow ISDN participants to connect directly to Meeting Rooms a dial in number
must be assigned to the pre-configured Meeting Room.
•
The conferencing entities are designed mainly for dial in participants without prior
definition of participants. You can create your own Address Book containing a list of
participants to be dialed by the MCU. Once defined, these participants can be added to
ongoing conferences saving the need to define them again.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Address Book”
on page 7-1.
•
You can schedule conferences to start in the future. For more details, see the RMX 1500/
2000/4000 Administrator’s Guide, "Reservations” on page 8-1.
Polycom, Inc.
3
Audio Only Basic Configuration and
Operation
The RMX unit can be used to run conferences that include only voice (Audio Only)
participants.
The RMX system includes special features such as the Interactive Voice Response (IVR)
functionality, blast dial-out to multiple pre-defined participants, chairperson and participant
control of conferences using DTMF codes, Ad Hoc conferencing and more.
The RMX system uses voice prompts to guide participants to their appropriate conferences.
These prompts can be customized to enable multilingual support.
The Polycom RMX conferencing system provides a way to hold meetings with participants
at multiple remote sites. It enables end-users to conduct all types of meetings from the office
or from the road using a telephone, whether they require a high-level, scheduled, operatorassisted conference or the convenience of on-demand or reservationless meeting.
Participants can connect to conferences using different network connections: PSTN/ISDN
lines, cellular phones, or VoIP (H.323 or SIP).
This chapter includes information required to configure the system resources, set up, start
and monitor conferences and reservations that include Audio Only participants and
configure the IVR modules.
Starting the RMX Web Client
Before you begin you need to get the following information from your system administrator:
•
User name
•
Password
•
MCU Control Unit IP Address
To start the RMX 2000 Web Client:
1 In your browser address line, enter http://<Control Unit IP Address> and press the
Enter key.
Polycom, Inc.
3-1
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The Login screen is displayed.
Link to
RMX
Manager
Installer
Enter your Username and Password and click the Login button.
2
On first entry, the default Username and Password are both POLYCOM.
The RMX 2000 Web Client main screen is displayed.
The Login screen contains a link to the RMX Manager installer.
Using the RMX Manager application, a single user can control a single or multiple RMX units as well
as conferences from multiple RMXs. RMX 4000 and RMX 2000 can be managed and controlled by
the RMX Manager application.
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "RMX Manager
Application” on page 19-1.
RMX 2000 Web Client and RMX Manager
The most common operations performed via the RMX Web Client and RMX Manager are:
•
Configuration (available only to users with Administrator Authorization Level) and MCU
status monitoring (available only to users with Administrator and Operator Authorization
Levels)
•
Starting, monitoring and managing conferences
•
Monitoring and managing participants and endpoints as individuals or groups.
— Participant – A person using an endpoint to connect to a conference. When using a
Room System, several participants use a single endpoint.
— Endpoint – A hardware device, or set of devices, that can call, and be called by an
MCU or another endpoint. For example, an endpoint can be a phone, a camera and
microphone connected to a PC or an integrated Room System (conferencing system).
— Group – A group of participants or endpoints with a common name.
The RMX Web Client enables users to control and monitor a single RMX unit while the RMX
Manager enables users to control and monitor multiple RMX units from a single interface.
Both applications use a similar working mode. This chapter describes the RMX Web Client.
For more information about the RMX Manager, see the RMX 1500/2000/4000 Administrator’s
Guide.
3-2
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
RMX 2000 Web Client Screen Components
The RMX 2000 Web Client’s main screen consists of five panes:
•
Conference List
•
List Pane
•
RMX Management
•
Status Bar
•
Address Book
•
Conference Templates
You can login as a user with Chairperson, Operator or Administrator authorization. Your
Authorization Level determines your viewing and system functions.
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Users, Connections
and Notes” on page 14-1.
The Administrator’s view is shown below:
Conferences
List
List
RMX
Management
Address
Book
Conference
Templates
Tab
Status
Bar
The main screen can be customized. For more information, see "Customizing the Main Screen”
on page 3-10.
Polycom, Inc.
3-3
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Viewing and System Functionality Permissions
The RMX 2000 Web Client user’s viewing and system functionality depend on the
authorization level assigned to each user as summarized in Table 3-1:
Table 3-1
Viewing and System Permissions
Authorization Level
Chairperson
Operator
Administrator
Viewing Permissions
Conference List



List Pane



Address Book



Conference Templates


Status Bar


RMX Management


Conference Alarms


Conference Status


Configurations


System Functionality
Start Conferences



Monitor Conferences



Monitor Participants





Solve Basic Problems
Modify MCU Configuration

In addition to Chairpersons, Operators and Administrators, an Auditor is a user type that can view
Auditor Files and audit the system. For more information see the RMX 1500/2000/4000
Administrator’s Guide "Auditor” on page 20-58.
3-4
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Conferences List
If you are logged in as a user with Operator or Administrator permissions:
The Conferences pane lists all the conferences currently running on the MCU along with their
Status, Conference ID, Start Time and End Time data. The number of ongoing conferences is
displayed in the pane’s title.
Save Conference
to Template
Delete Conference
Start/Resume/Pause Recording
Stop Recording
New Conference
Toolbar
List Headers
Conference Data
The Conferences list toolbar contains the following buttons:
•
New Conference – to start a new ongoing conference.
•
Delete Conference – delete the selected conference(s).
If Conference Recording is enabled the following are displayed in color:
— Start/Resume Recording – start/resume recording.
— Stop Recording – stop recording.
— Pause –
toggles with the Start/Resume button.
If you are logged in as a user with Chairperson permissions:
• You can list and monitor conferences you have started or for which you have entered
the password or that don’t have a Chairperson Password assigned.
•
A Chairperson Password field and a Refresh button are displayed.
The Refresh button does not change the Chairperson Password; it refreshes the
Conferences list to display all ongoing conferences with the requested password.
For more information see “Using the Chairperson Password for Filtering” on page 3-38.
•
A Chairperson Password column is included in the conference data.
Chairperson Password Field
Refresh Button
Chairperson Password
Column
List Pane
The List pane displays details of the item selected in the Conferences pane or RMX
Management pane. The title of the pane changes according to the selected item.
Example: When an ongoing conference is selected in the Conferences pane, the list and
parameters of the connected participants is displayed.
12 of 15 Participants Connected
Selecting an item in the RMX Management pane, lists the items currently defined. For
example, selecting Users in the RMX Management pane displays the list of RMX Users
defined for the selected RMX.
Polycom, Inc.
3-5
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
RMX Management

Administrator
Operator
Chairperson
Viewing Permissions
The RMX Management pane lists the entities that need to be configured to enable the RMX to
run conferences. Only users with Administrators permission can modify these parameters.
The RMX Management pane is divided into two sections:
•
 •
Frequently Used – parameters often configured monitored or modified.
Rarely Used – parameters configured during initial system set-up and rarely modified
afterward.
Items can be moved between these two sections to customize the management tasks per
RMX User. For more details, see "Customizing the RMX Management Pane” on page 3-11.
Status Bar
The Status Bar at the bottom of the RMX Web Client contains System and Participant Alerts
tabs as well as Port Usage Gauges and an MCU State indicator.
If the Video/Voice Port Configuration is set to Voice ports, the Video Port Usage gauge is
displayed, showing 0 ports.

Administrator
Operator
Chairperson
Viewing Permissions
System Alerts
This is a list of system problems. The alert indicator flashes red when at least one system
alert is active. The flashing continues until a user with Operator or Administrator
permission reviews the list.
 The System Alerts pane is opened and closed by clicking the System Alerts button in the left
corner of the Status Bar.
Active
Alarms
Faults
List
For more information about Active Alarms and Faults List, see the RMX 1500/2000/4000
Administrator’s Guide, "System and Participant Alerts” on page 20-1.
3-6
Chairperson
Operator
Administrator
Viewing Permissions



Participant Alerts
This is a list of participants that are experiencing connection problems. It is sorted by
conference.
The Participant Alerts pane is opened and closed by clicking the Participant Alerts button in
the left corner of the Status Bar.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation

Administrator
Operator
Chairperson
Viewing Permissions
Port Usage Gauges
The Port Usage gauges indicate:
•
 •
•
The total number of Video or Voice ports in the system according to the Video/Voice Port
Configuration.
The number of Video and Voice ports in use.
The High Port Usage threshold.
Total Allocated Audio Ports In System
Audio Ports In Use
Audio Port Usage Indicator
Audio High Port Usage Threshold
The High Port Usage threshold represents a percentage of the total number of video or voice
ports available. It is set to indicate when resource usage is approaching its maximum,
resulting in no free resources to run additional conferences. When all the system resources
are allocated as Audio ports, the Video port gauge will always show 0 in the various
counters. For more details, see "Video/Voice Port Configuration” on page 3-13.
When port usage reaches or exceeds the threshold, the red area of the gauge flashes. The
default port usage threshold is 80% and it can be modified by the system administrator. For
more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Port Usage Threshold”
on page 20-20.
Chairperson
Operator
Administrator
Viewing Permissions



MCU State
The MCU State indicator displays one of the following:
•
– The MCU is starting up. The time remaining until the system startup is complete is displayed between brackets while a green progress indicator bar
indicates the start-up progress.
Progress Indicator Bar
•
•
Polycom, Inc.
Time Remaining
– The MCU is functioning normally.
– The MCU has a major problem. MCU behavior could be affected
and attention is required.
3-7
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Address Book
Chairperson
Operator
Administrator
Viewing Permissions



The Address Book is a list of Participants and Groups that have been defined on the RMX. The
information in the Address Book can be modified only by an administrator. All RMX users
can, however, view and use the Address Book to assign participants to conferences.
The Address Book toolbar contains a Quick Search field and the following six buttons:
•
New Participant
•
New Group
•
Delete Participant
•
Delete Group
•
Import Address Book
•
Export Address Book
New Group
Delete Participant
Delete Group
New Participant
Import Address Book
Export Address Book
Click
to hide
Address
Book
Group
Quick
Search
Audio
Participant
Address Book entries are listed according to:
3-8
•
Type – whether an individual Participant or a Group of participants
•
Name – of the participant or group
•
Dialing Direction – Dial-in or Dial-out
•
IP Address/Phone – of the participant
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Displaying and Hiding the Address Book
The first time you access the RMX Web Client, the Address Book pane is displayed. You can
hide it by clicking the anchor pin ( ) button.
The Address Book pane closes and a tab appears at the right edge of the screen.
Click the tab to re-open the Address Book.
Click tab to open Address Book
Conference Templates
Conference Templates enable administrators and operators to create, save, schedule and
activate identical conferences.
A Conference Template:
•
Saves the conference Profile.
•
Saves all participant parameters including their Personal Layout and Video Forcing
settings.
•
Simplifies the setting up Telepresence conferences where precise participant layout and
video forcing settings are crucial.
Displaying and Hiding Conference Templates
The Conference Templates list pane is initially displayed as a closed tab in the RMX Web Client
main window. The number of saved Conference Templates is indicated on the tab.
Conference Templates Tab
Number of Saved Conference Templates
Polycom, Inc.
3-9
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Clicking the tab opens the Conference Templates list pane.
Delete Template
Start Template
New Template
Schedule Template
Click to hide the
Conference Templates List
List of
Saved
Templates
Number of Saved Conference Templates
Hide the Conference Templates list pane by clicking the anchor pin ( ) button in the top right
corner of the pane.
The Conference Templates list pane closes and a tab appears in the top right corner of the
screen.
Customizing the Main Screen
You can customize the main screen according to your preferences, and hide all the video
columns that are not used to monitor conferences and participant connections. Pane sizes
can be changed, column widths can be adjusted and data lists can be sorted.
Customization settings are automatically saved for each logged-in user.
The next time the RMX Web Client is opened, the main screen settings appear as they were when
the user exited the application.
To re-size a pane:
>> Move the pointer over the pane border and when the pointer becomes a
drag the pane border to the required size and release the mouse button.
click and
To adjust column width:
Use this method to enlarge the size of columns or to reduce it to a minimum so it is hidden,
for example, Video related columns.
1
In the column header row, place the pointer on the vertical field- separator bar of the
column.
2
When the pointer becomes a , click and drag the field separator bar to the required
column size and release the mouse button.
To sort the data by any field (column heading):
1 In the Conference list or List view pane, click on the column heading of the field to be
used for sorting.
A
or
symbol appears in the column heading indicating that the list is sorted by
this field, as well as the sort order.
2
Click on the column heading to toggle the column’s sort order.
To change the order of columns in a pane:
>> Click the column heading to be moved and drag it to its new position. When a set of red
arrows appears indicating the column’s new position, release the mouse button.
3-10
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
To restore the RMX 2000 display window to its default configuration:
>> On the RMX 2000 menu, click View > Restore RMX Display Defaults.
Customizing the RMX Management Pane
The RMX Management pane can be viewed either as a list or as a toolbar.
To switch between Toolbar and List Views:
1 In the RMX Management pane, click the Toolbar View button to switch to Toolbar view.
2
In the RMX Management pane, click the Toolbar View button to switch to Toolbar view.In
Toolbar view, click the List View button to switch back to List view.
Toolbar View Button
List View
List View Button
Toolbar View
You can move items between the Frequently Used and Rarely Used sections depending on the
operations you most commonly perform and the way you prefer to work with the RXM Web
Client.
This only works in List view because in Toolbar view, all items are represented by icons.
To expand or Collapse the Frequently Used and Rarely Used sections:
The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the
and
buttons.
To move items within and between the Frequently Used and Rarely Used sections:
1 In the RMX Management pane click and drag the icon of the item that you wish to move.
An indicator line (
2
) appears indicating the new position of the icon.
Release the mouse button when the icon is in the desired position.
The new position of the
Networks icon
List
View
Polycom, Inc.
3-11
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the
and
buttons.
Resource Management
RMX units that are used mainly for voice (Audio Only) conferencing can maximize the
resources utilization by designating all or almost all system resources as voice (audio)
resources.
Up to 400 (RMX 1500)/ 800 (RMX 2000 with two MPM+) or 720 (RMX 2000 with two
MPMx)/1600 (RMX 4000 with four MPM+/MPMx-D) voice participants can connect to the
RMX, of which up to 400 participants can connect using PSTN/ISDN connection.
Resource Capacity
The RMX 1500 supports only MPMx cards.
The RMX 2000 can support three card types: MPM, MPM+ and MPMx.
The RMX 4000 can support two card types: MPM+ and MPMx.
MPM+ cards offer higher capacity. Three MPM+ card assemblies are available, MPM+ 80,
MPM+ 40 and MPM+ 20, offering various port capacities.
MPMx cards offer a high capacity similar to MPM+.
Table 3-2 summarizes the resource capacities of an RMX with the various card types.
Table 3-2 Resource Capacities per Card and for Full Capacity RMX
Maximum Possible
Resource
Type
3-12
RMX 1500
MPMx Full
Capacity
RMX 2000
MPM Full
Capacity
RMX 2000
MPM+ Full
Capacity
RMX 2000
MPMx Full
Capacity
RMX 4000
MPM+ Full
Capacity
RMX 4000
MPMx Full
Capacity
Voice (total
or IP only)
360
400
800
720
1600
1440
Voice
(PSTN
only)
120
400
400
400
400
400
•
The maximum number of PSTN participants is limited by the maximum number of E1 or T1 PRI
lines that can be connected to the RMX.
•
RMX’s with 500MB of memory can support a maximum of 400 simultaneous participant calls,
regardless of how system resources are allocated. This limitation applies to RMXs configured
with either MPM or MPM+ cards.
RMXs with 1000MB of memory are not subject to this limitation.
•
RMX memory size is listed in the Administration > System Information properties box. For more
information see RMX 2000/4000 Administrator’s Guide, "System Information” on page 20-23.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Resource Capacity Modes
The installed media card type (MPM, MPM+ or MPMx) determines the Card Configuration
Mode, which in turn determines the resource allocation method that can be selected for the
RMX. It determines how the system resources are allocated to the connecting endpoints.
The System Card Configuration Mode determines the resource allocation method used by the
RMX to allocate resources to the connecting endpoints. The method in which the system
allocates the resources is defined in the Video/Voice Port Configuration. Two allocation
methods are available:
•
Flexible Resource Capacity™ – This is the default mode and the only mode that
should be selected in MCUs used for Audio only conferencing. The system allocates the
resources according to the connecting endpoints. This mode offers flexibility in
resource allocation and is available in MPM, MPM+ and MPMx Card Configuration
Modes.
In Flexible Resource Capacity mode, in all Card Configuration Modes, the maximum
number of resources is based on the system license, regardless of the hardware
configuration of the RMX. These resources are allocated as CIF resources by default.
Example: If the RMX is licensed for 160 video resources, but only one MPM+ card is
currently installed in the RMX, the system lets you convert 160 video resources to Audio
Only resources although only 80 video resources are available for conversion and
participant connection. (However, an active alarm will be added to the Active Alarms list
indicating a resource deficiency).
•
Fixed Resource Capacity™ – This mode offers precise usage of resources, allowing the
administrator to set the number of resources guaranteed to each Audio Only and video
connection according to the video resolution in advance. This mode is available only in
MPM+ and MPMx Card Configuration Modes and is not relevant to MCUs used for Audio
Only conferencing with no video connections.
Resource Usage - Voice Resources
One Audio Only resource is used to connect a single voice participants once CIF resources
have been converted to Audio Only. However, if no CIF resources were converted, Audio
Only endpoints use one CIF video resource per connection.
Video/Voice Port Configuration
The Video/Voice Port Configuration enables you to configure the RMX Resource Capacity and
if in MPM+ System Card Configuration Mode, to select the capacity method.
Flexible Resource Capacity Mode
All resources are initially allocated as CIF video ports as it is a resolution commonly
supported by all endpoints.
The administrator can allocate some or all of these resources as Voice resources.
Flexible Resource Capacity mode is available and is the default selection in both MPM, MPM+
or MPMx System Card Configuration Modes. It is the only allocation method in MPM System
Card Configuration Mode.
Polycom, Inc.
3-13
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Fixed Resource Capacity
Fixed Resource Capacity enables the administrator to allocate the number of resources
available to each video connection type and Audio Only connections in advance. Fixed
Resource Capacity mode is available only in MPM+ and MPMx System Card Configuration
Modes and should not be selected when the RMX is used only for Audio Only conferencing.
If there are no available CIF resources the system tries to allocate resources to the SD
endpoint from any available Audio Only resources. If Audio Only resources are allocated the
HD endpoint, it is connected as an Audio Only participant.
Configuring the Video/Voice Resources in MPM, MPM+ and MPMx Modes Flexible Resource Capacity
Resource re-configuration should only be performed when no conferences are running on the RMX.
To allocate Audio Only resources:
1 In the RMX menu, click Setup > Video/Voice Port Configuration.
The Video/Voice Port Configuration dialog box opens.
Resource Maximum from License
A single slider is displayed, calibrated according to licensed video resources indicated
in CIF ports in the RMX.
2
Move the slider to the number of Audio Only ports to be allocated.
The slider moves in multiples of two, converting CIF video ports to voice ports in
groups of two, with each CIF video port converting to five voice ports. The minimum
number of voice ports that can be allocated is 10 (2 video ports x 5 voice ports per video
port).
3
3-14
Click OK.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Resource Report
The Resource Report displays the real time resource usage according to the selected Resource
Capacity Mode:
•
Flexible Resource Capacity Mode available in both MPM, MPM+ and MPMx Modes.
•
Fixed Resource Capacity Mode available only in MPM+ and MPMx Modes.
The Resource Report also includes a graphic representation of the resource usage.
Displaying the Resource Report
1
In the main toolbar, click Administration > Resource Report.
The Resource Report dialog box appears, displaying the resource usage according to the
Resource Capacity Mode.
Audio Resources
Free (%)
and Occupied (%)
Actual Number of Occupied and Free Audio and Video Resources
(that will always be 0 if all resources are set to Voice)
In Flexible Resource Capacity Mode, resource usage is displayed for Audio and CIF video
resources only. They are displayed as percentages of the total resource type. If all video
resources are converted to Voice Ports, Video Resources will always show 0.
A Resources Graph is displayed in addition to the Resources table.
For each resource type, the Resource table includes the following columns:
Table 3-3
Polycom, Inc.
Resource Report Fields Parameters
Column
Description
Type
The type of audio/video resources available.
3-15
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Table 3-3
Resource Report Fields Parameters (Continued)
Column
Description
Total
The Total column displays the total number of resources of that type
as configured in the system (Occupied and Free). This number
reflects the current audio/video port configuration. Any changes to
the resource allocation will affect the resource usage displayed in the
Resource Report.
Occupied
The number of RMX resources that are used by connected
participants or reserved for defined participants.
Free
The number of RMX resources available for connecting endpoints.
In the Resources Graph, the actual number of occupied or free resources can also be
displayed by moving the cursor over the columns of the bar graph. Moving the cursor
over the Video bar displays the following:
8 Occupied Audio
Resources
64 Free Audio
Resources
Port Gauges
In Flexible Resource Capacity mode, the Port Gauges in the Status Bar show 0 of the 200 Voice
resources as occupied and 0 of the 0 Video resources as occupied. If all video resources are
converted to Voice resources, the Video gauge will always show 0/0.
Using the Default Profile, Entry Queue and Meeting Rooms
The Conferencing entities, such as Entry Queues, Meeting Rooms, ongoing Conferences and
Reservations enable both audio and video connections. The same conferencing entity can be
used to connect only voice participants, video participants or a combination of both audio
and video participants. The participant connection type determines the resource type that is
used by the system.
If all RMX resources are configured as Voice resources, only voice participants can connect
to the RMX even if the Conference Profile include video parameters. Video participants will
connect to such MCU using only their audio channel (without video) and will use one voice
resource as any other voice endpoint.
The default Entry Queue and Meeting Rooms shipped with the system can be used to run
conference without additional definitions. However, if required, you can define additional
conference Profiles, Entry Queues and Meeting Rooms. For more information, see the RMX
1500/2000/4000 Administrator’s Guide.
3-16
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Starting a Conference
There are several ways to start a conference:
•
Clicking the New Conference button in the Conferences pane. For more information, see
"Starting a Conference from the Conferences Pane” on page 3-18.
•
Dialing in to a Meeting Room.
— A Meeting Room is a conference that is saved on the MCU. It remains in passive
mode until it is activated by the first participant, or the meeting organizer, dialing
in.
For more information about Meeting Rooms, see the RMX 1500/2000/4000
Administrator’s Guide, "Meeting Rooms” on page 5-1.
•
Dialing in to an Ad Hoc Entry Queue which is used as the access point to the MCU.
For a detailed description of Ad Hoc Entry Queues, see the RMX 1500/2000/4000
Administrator’s Guide, "Entry Queues” on page 6-1.
•
Start a Reservation:
— If the Start Time of the Reservation is past due the conference becomes ongoing
immediately.
— If the Start Time of the Reservation is in the future the conference becomes ongoing,
at the specified time on the specified date.
For more information, see "Starting a Reservation” on page 3-29.
•
Start any Conference Template saved in the Conference Templates list.
For more information, see "Starting an Ongoing Conference From a Template” on
page 3-30.
•
Clicking on the link included in a Microsoft Outlook Polycom Meeting Invitation or by
manually dialing the numbers displayed in the invitation using the endpoint's numeric
input device.
•
Attendees that have received an invitation to a Polycom Meeting via the Polycom
Conferencing Add-in for Microsoft Outlook can start a conference by being the first invited
attendee to click on a link in the Meeting Invitation displayed on his/her workstation or
calendaring enabled endpoint, or manually dial in to the meeting using the Polycom
Conference information included in the Meeting Invitation.
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Polycom
Conferencing for Microsoft Outlook®” on page 11-1.
Polycom, Inc.
3-17
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Starting a Conference from the Conferences Pane
To start a conference from the Conference pane:
1 In the Conferences pane, click the New Conference ( ) button.
The New Conference – General dialog box opens.
The system displays the conference’s default Name, Duration and the default Profile,
which contains the conference parameters and media settings.
The RMX automatically allocates the conference ID, when the conference starts.
In most cases, the default conference ID can be used and you can just click OK to launch
the conference. If required, you can enter a conference ID before clicking OK to launch
the conference.
If you are the meeting chairperson or organizer using the RMX Web Client to start your
own meeting, you need to communicate the default conference ID (or the one you
created) to the other conference participants so they can dial in.
You can use the New Conference - General dialog box to modify the conference
parameters. If no defined participants are to be added to the conference, or you do not
want to add additional information, click OK.
3-18
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
General Tab
2
Define the following parameters:
Table 3-4
New Conference – General Options
Field
Description
Display Name
The Display Name is the conferencing entity name in native language
character sets to be displayed in the RMX Web Client.
In conferences, Meeting Rooms, Entry Queues and SIP factories the
system automatically generates an ASCII name for the Display Name
field that can be modified using Unicode encoding.
• English text uses ASCII encoding and can contain the most
characters (length varies according to the field).
•
European and Latin text length is approximately half the length of
the maximum.
•
Asian text length is approximately one third of the length of the
maximum.•
The maximum length of text fields also varies according to the
mixture of character sets (Unicode and ASCII).
Maximum field length in ASCII is 80 characters.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the RMX displays an error message
requesting you to enter a different name.
Note: This field is displayed in all tabs.
Polycom, Inc.
Duration
Define the duration of the conference in hours using the format
HH:MM (default 01:00).
Default minimum duration is 11 minutes for RMX1500 and 20 minutes
for RMX 2000/4000 when the Automatic Extension of conference
duration mechanism is enabled. To define a shorter duration, the
Automatic Extension of conference duration mechanism is disabled,
by setting the system flag ENABLE_AUTO_EXTENSION to NO. For
more information about system flags, see the RMX 1500/2000/4000
Administrator’s Guide, "Modifying System Flags” on page 21-1.
Note: This field is displayed in all tabs.
Permanent
Conference
Check this box to make this conference a Permanent Conference: an
ongoing conference with no pre-determined End Time continuing until
it is terminated by an administrator, operator or chairperson. For more
information see the RMX 1500/2000/4000 Administrator’s Guide
"Lecture Mode” on page 3-53.
Note: This field is displayed in all tabs.
3-19
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Table 3-4
New Conference – General Options (Continued)
Field
Description
Routing Name
Routing Name is the name with which ongoing conferences, Meeting
Rooms, Entry Queues and SIP Factories register with various
devices on the network such as gatekeepers and SIP servers. This
name must be defined using ASCII characters.
Comma, colon and semicolon characters cannot be used in the
Routing Name.
The Routing Name can be defined by the user or automatically
generated by the system if no Routing Name is entered as follows:
• If ASCII characters are entered as the Display Name, it is used
also as the Routing Name
•
If a combination of Unicode and ASCII characters (or full Unicode
text) is entered as the Display Name, the ID (such as Conference
ID) is used as the Routing Name.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the RMX displays an error message and
requests that you to enter a different name.
Profile
The system displays the name of the default Conference Profile.
Select the required Profile from the list.
The Conference Profile includes the Conference line rate, media
settings and general settings.
For a detailed description of Conference Profiles, see the RMX 1500/
2000/4000 Administrator’s Guide, "Conference Profiles” on page 1-1.
3-20
ID
Enter the unique-per-MCU conference ID. If left blank, the MCU
automatically assigns a number once the conference is launched.
This ID must be communicated to conference participants to enable
them to dial in to the conference.
Conference
Password
Enter a password to be used by
participants to access the conference. If
left blank, no password is assigned to
the conference.
This password is valid only in
conferences that are configured to
prompt for a conference password.
Chairperson
Password
Enter a password to be used by the RMX
to identify the Chairperson and grant
him/her additional privileges. If left blank,
no chairperson password is assigned to
the conference.
This password is valid only in conferences that are configured to prompt for a
chairperson password.
Reserve Resources
for Video Participants
•
These fields are numeric
and have a default length
of 4 characters. The
administrator can modify
them in the Setup System Configuration
settings. For more
information, see RMX
Administrator’s Guide,
"Modifying System
Flags” on page 21-1.
In RMXs configured for Voice conferencing, leave this field set
to 0.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-4
Polycom, Inc.
New Conference – General Options (Continued)
Field
Description
Reserve Resources
for Audio Participants
Enter the number of voice participants for which the system must
reserve resources.
Default: 0 participants.
Maximum number of participants in a conference:
• RMX 1500: 360 VOIP and 120 PSTN participants.
•
•
RMX 2000 MPM Mode: 400 VOIP participants.
•
RMX 2000 MPMx Mode: 720 VOIP participants (if all ports are set
to Audio Only).
•
RMX 4000 (MPM+/MPMx): 800 participants (if all ports are set to
Audio Only)
RMX 2000 MPM+ Mode: 800 VOIP participants (if all ports are set
to Audio Only).
Maximum Number of
Participants
Indicate the total number of participants that can be connected to the
conference if you want to limit the number of participants that can
connect to the conference.
The automatic setting (default) indicates that the maximum number
of participants that can be connected to the MCU is determined
according to resource availability.
Note: This number must be equal or higher than the number defined
in the Reserve Resources for Audio Participants field.
Enable ISDN/PSTN
Dial-in
Select this check box if you want ISDN and PSTN participants to be
able to connect directly to the conference.
ISDN/PSTN Network
Service
The default Network Service is automatically selected. A different
ISDN/PSTN Network Service can be selected from the Network
Services list.
Dial-in Number (1)
Leave this field blank to let the system automatically assign a number
from the dial-in range defined for the selected ISDN/PSTN Network
Service. To manually define a dial-in number, enter a unique number
from the dial-in number range defined for the selected Network
Service. This number cannot be assigned to another Conference/
Reservation/Meeting Room/Gateway Profile
Dial-in Number (2)
By default, the second dial-in number is not defined. To define a
second-dial-in number, enter a required number from the dial-in
number range defined for the selected Network Service.
3
If all participants are undefined, dial-in and no additional information is required for
the new conference, click OK.
4
To add participants from the Participants Address Book or to define participants (mainly
dial-out participants) click the Participants tab.
3-21
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Participants Tab
This procedure is optional.
The Participants tab is used to add participants to the conference from the Address Book.
It is also used to add defined dial-out participants to the conference. Defined dial-out
participants are connected to the conference automatically when the conference is launched,
unless the Dial Out Manually option is selected.
5
Click the Participants tab.
The Participants tab opens.
Participants
List
When defining a new conference, the Participants List is empty.
The following table describes the information displayed in the Participants List and the
operations that can be performed.
Table 3-5 New Conference – Participants Tab
Column / Button
Description
Participants List
Name
A Unicode field that displays the participant’s name and an icon
representing the endpoint type: Audio Only or Video.
IP Address/Phone
Indicates the IP address or phone number of the participant’s endpoint.
• For dial-out connection, displays the IP address or phone number of
the endpoint called by the Polycom RMX 1500/2000/4000.
•
3-22
For dial-in connection, displays the participant’s IP address or phone
number used to identify and route the participant to the appropriate
conference.
Alias Name/SIP
Address (IP Only)
Displays the alias name of an H.323 endpoint or the SIP URL.
Network
The network communication protocol used by the endpoint to connect to
the conference: H.323, SIP or ISDN/PSTN.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-5 New Conference – Participants Tab (Continued)
Column / Button
Description
Dialing Direction
Dial-in – The participant dials in to the
conference
Dial-out – The RMX dials out to the
participant
Encryption
Displays whether the endpoint uses encryption for its media.
The default setting is Auto, indicating that the endpoint must connect
according to the conference’s encryption setting.
Note: The H.320 protocol (ISDN/PSTN) does not support encryption.
Buttons
New
Click to define a new participant.
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, "Adding a new participant to the Address Book Directly” on
page 7-3.
Remove
Click to remove the selected participant from the conference.
Add from Address
Book
Click to add a participant from the Address Book to the conference.
Lecturer
Lecturer
This option is used to activate the Lecture Mode. Select the participant
you want to designate as Lecturer from the list of conference participants.
The Lecturer can be selected once the conference is running and
participants are connected.
Dial Out Manually
Select this option to designate an RMX User-controlled dial-out
conference connection. When checked, the user must connect each of
the dial-out participants who remain on standby until they are connected
to the conference.
Participants can be added to the conference in the following methods:
— Defining a new participant during the definition of the conference (clicking the
New button).
— Adding pre-defined participants from the Address Book by either selecting the
participants from the list or dragging and dropping the participants from the
Address Book to the Participants list.
— Dial-in participants can connect to the conference after it was started (without
using the New Conference - Participants dialog box).
— Once the conference has started, participants can be added to a conference directly
from the Participants Address Book without having to use the New Conference –
Participants tab. For more details, see "Adding Participants from the Address Book” on
page 3-45.
Polycom, Inc.
3-23
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
To add participants from the Address Book:
6 In the Participants List, click the Add from Address Book button to open the Participants
Address Book.
7
In the Participants Address Book, select the participants that you want to add to the
conference and click the Add button.
Standard Windows multiple selection techniques can be used in this procedure.
8
The selected participants are assigned to the conference and appear in the Participant
List.
9
Select additional Participants or click the Close button to return to the Participants tab.
To add a new participant to the conference:
1 In the Participants tab, click the New button.
3-24
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
The New Participant - General dialog box opens.
IP Participant
ISDN/PSTN Participant
2
Define the following fields:
Table 3-6 New Participant – General Properties
Field
Description
Name
Enter the name of the participant or the endpoint as it will be displayed
in the RMX Web Client. The Name field can be composed using
Unicode encoding:
•
English text uses ASCII encoding and can contain the most
characters (length varies according to the field).
•
European and Latin text length is approximately half the length of
the maximum.
•
Asian text length is approximately one third of the length of the
maximum.•
Maximum field length in ASCII is 80 characters. The maximum length
of text fields varies according to the mixture of character sets used
(Unicode and ASCII).
Note: This field is displayed in all tabs.
Endpoint Website (IP
only)
Polycom, Inc.
Click the Endpoint Website hyperlink to connect to the internal
website of the participant’s endpoint. It enables you to perform
administrative, configuration and troubleshooting activities on the
endpoint.
The connection is available only if the IP address of the endpoint’s
internal site is defined in the Website IP Address field.
3-25
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Table 3-6 New Participant – General Properties (Continued)
Field
Description
Dialing Direction
Select the dialing direction:
• Dial-in – The participant dials in to the conference.
• Dial-out – The MCU dials out to the participant.
Notes:
• This field applies to IP participants only.
•
Type
IP Address
(H.323 and SIP Only)
Dial-out is forced when defining an ISDN/PSTN participant.
The network communication protocol used by the endpoint to connect
to the conference: H.323, SIP or ISDN/PSTN.
The fields in the dialog box change according to the selected network
type.
Enter the IP address of the participant’s endpoint.
For H.323 participant define either the endpoint IP address or
alias.
•
•
For SIP participant define either the endpoint IP address or the
SIP address.
Note: This field is hidden when the ISDN/PSTN protocol is selected.
Phone Number
(ISDN/PSTN Only)
Enter the phone number of the ISDN/PSTN participant.
Note: This field is only displayed when the ISDN/PSTN protocol is
selected.
Alias Name/Type
(H.323 Only)
If you are using the endpoint’s alias and not the IP address, first select
the type of alias and then enter the endpoint’s alias:
•
•
•
H.323 ID (alphanumeric ID)
E.164 (digits 0-9, * and #)
Email ID (email address format,
e.g. abc@example.com)
•
Participant Number (digits 0-9, * and #
Note:
• Although all types are supported, the type of alias is dependent on
the gatekeeper’s capabilities. The most commonly supported alias
types are H.323 ID and E.164.
3-26
•
This field is used to enter the Entry Queue ID, target Conference
ID and Conference Password when defining a cascaded link.
•
This field is removed from the dialog box when the ISDN/PSTN
protocol is selected.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-6 New Participant – General Properties (Continued)
Field
Description
Extension/Identifier
String
Dial-out participants that connect to an external device such as
Cascaded Links or Recording Links may be required to enter a
conference password or an identifying string to connect. Enter the
required string as follows:
[p]…[p][string]
For example: pp4566#
p - optional - indicates a pause of one second before sending the
DTMF string. Enter several concatenated [p]s to increase the delay
before sending the string. The required delay depends on the
configuration of the external device or conference IVR system.
String - enter the required string using the digits 0-9 and the
characters * and #. The maximum number of characters that can be
entered is identical to the H.323 alias length.
If the information required to access the device/conference is
composed of several strings, for example, the conference ID and the
conference password, this information can be entered as one string,
where pauses [p] are added between the strings for the required
delays, as follows:
[p]…[p][string][p]…[p] [string]...
For example: p23pp*34p4566#
The RMX automatically sends this information upon connection to the
destination device/conference. The information is sent by the RMX as
DTMF code to the destination device/conference, simulating the
standard IVR procedure.
SIP Address/Type
(SIP Only)
Select the format in which the SIP address is written:
• SIP URI - Uses the format of an E-mail address, typically
containing a user name and a host name: sip:[user]@[host]. For
example, sip:dan@polycom.com.
•
TEL URI - Used when the endpoint does not specify the domain
that should interpret a telephone number that has been input by
the user. Rather, each domain through which the request passes
would be given that opportunity. As an example, a user in an
airport might log in and send requests through an outbound proxy
in the airport. If the users enters “411” (this is the phone number
for local directory assistance in the United States), this number
needs to be interpreted and processed by the outbound proxy in
the airport, and not by the user's home domain.
In this case, tel: 411 is the correct choice.
Note: This field is removed from the dialog box when the ISDN/PSTN
protocol is selected.
Endpoint Website IP
Address
(IP only)
Polycom, Inc.
Enter the IP address of the endpoint’s internal site to enable
connection to it for management and configuration purposes.
This field is automatically completed the first time that the endpoint
connects to the RMX. If the field is blank it can be manually completed
by the system administrator. The field can be modified while the
endpoint is connected
3-27
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Table 3-6 New Participant – General Properties (Continued)
3
Field
Description
Audio Only
Select this check box to define the participant as a voice participant,
with no video capabilities.
Click OK.
The new participant is added to the Participants list.
You can save the participant properties to the Address Book so you can easily invite the
participant to future conferences.
Information Tab
In the Info fields, you can add general information about the conference, such as contact
person name, company name, billing code, etc.
This information is written to the Call Detail Record (CDR) when the conference is launched.
Changes made to this information once the conference is running are not saved to the CDR.
This procedure is optional.
The information entered into these fields does not affect the conference.
To add information to the conference:
4 Click the Information tab.
The Information tab opens.
3-28
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
5
Enter the following information:
Table 3-7
6
New Conference – Info Options
Field
Description
Info1, 2, 3
There are three information fields that allow you to enter general
information for the conference such as company name, contact
person etc.
Unicode can be used in these fields.
The maximum length of each field is 80 characters.
Billing
Enter the conference billing code if applicable.
Click OK.
An entry for the new conference appears in the Conferences pane.
If no participants were defined for the conference or as long as no participants are
connected, the indication Empty and a warning icon ( ) appear in the Status column in
the Conferences pane.
The status changes when participants connect to the conference.
If no participant connects within the time specified in the Conference Profiles > Auto
Terminate > Before First Joins field, the conference is automatically terminated by the
system.
Starting a Reservation
To start a conference from the Reservation Calendar:
Polycom, Inc.
1
In the RMX Management pane, click the Reservations entry (
The Reservation Calendar is displayed.
2
Click the New Reservation (
).
) button.
3-29
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The New Reservation – General tab dialog box opens.
3
Optional. Select the Enable ISDN/PSTN Dial-in check box if you want ISDN and
PSTN participants to be able to connect directly to the conference.
4
If Enable ISDN/PSTN Dial-in option is selected, either enter a dial-in number, or leave
the Dial-in Number field blank to let the system automatically assign a number from the
dial-in range defined for the selected ISDN/PSTN Network Service.
5
Click the OK button.
A confirmation box is displayed stating that the Reservation time is past due and that the
conference will become ongoing.
6
Click OK.
The conference is started. If an ISDN/PSTN dial-in number was assigned to the conference
either automatically or manually, this number can be viewed in the Conferences pane.
For more information about Reservations, see the RMX 2000/4000 Administrator’s Guide,
"Reservations” on page 8-1.
Starting an Ongoing Conference From a Template
An ongoing conference can be started from any Conference Template saved in the
Conference Templates list.
To start an ongoing conference from a Template:
1 In the Conference Templates list, select the Template you want to start as an ongoing
conference.
3-30
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
2
Click the Start Conference from Template ( ) button.
or
Right-click and select Start Conference from Template.
The conference is started.
If a Conference Template is assigned a dial-in number that is already assigned to an ongoing
conference, Meeting Room, Entry Queue or Gateway Profile, when the template is used to start an
ongoing conference or schedule a reservation it will not start. However, the same number can be
assigned to several conference templates provided they are not used to start an ongoing conference
at the same time. If a dial in number conflict occurs prior to the conference’s start time, an alert
appears: “ISDN dial-in number is already assigned to another conferencing entity” and the
conference cannot start.
The name of the ongoing conference in the Conferences list is taken from the Conference
Template Display Name.
Participants that are connected to other ongoing conferences when the template
becomes an ongoing conference are not connected.
If an ongoing conference, Meeting Room or Entry Queue with the same Display Name, Routing
Name or ID already exist in the system, the conference will not be started.
For detailed description of Conference Templates, see RMX 1500/2000/4000 Administrator’s
Guide, "Conference Templates” on page 10-1.
Starting an Audio Meeting from a Microsoft Outlook
Using the Polycom Conferencing Add-in to Microsoft Outlook, a meeting can be created as
any other Outlook meeting. For more details, see Polycom Unified Conferencing Deployment
Guide for Microsoft Environments.
Click to Conference
Microsoft Lync and OCS clients can be configured to start multipoint audio conferences
directly from the OCS or Lync Client window that will run on the RMX MCU in the same
way point-to-point calls are started.
In this mode, several contacts can be selected before starting an audio or video conference.
The ad-hoc conference is started on the RMX instead of the Microsoft A/V MCU, offering
better, higher quality video.
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Click-toConference” on page H-82.
Polycom, Inc.
3-31
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Connecting to a Conference
Direct Dial-in
Direct dial-in connection to conferences and Meeting Rooms is available to all endpoints.
Participants must be provided with a dialing string which can vary according to the
network type, conference password and chairperson password.
Participants dial the conference dial-in string and are connected to the conference IVR
Service. Once the correct information, such as the conference password and chairperson
password are entered, the participants are connected to the conference.
Figure 3-1 Dial-in Connection via IVR System
The MCU can be configured to enable the chairperson to use the chairperson password as
the conference password without the need to enter the conference password.
H.323 Participants
For H.323 participants, the dialing string is composed of the MCU prefix in the Gatekeeper
and the conference ID.
Example:
Prefix in gatekeeper
925
Conference ID
1001
Conference Name
Maple_Room
>> The participant dials
9251001 or 925Maple_room
If there is no gatekeeper defined for the network, H.323 participants dial the MCU’s
signaling host IP address and the conference ID, separated by ##.
3-32
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Example:
MCU (Signaling Host) IP address
172.22.30.40
Conference ID
1001
>> The participant dials
172.22.30.40##1001
SIP Participants
For SIP participants the dialing string is composed of the conference routing name and
domain name in the following format:
conference_routing_name@domain_name
Example:
Conference routing name
1001
>> The participant dials
1001@polycom.com
ISDN/PSTN Participants
Dial-in ISDN and PSTN participants dial one of the dial-in numbers assigned to the
conference/Meeting Room/Reservation/Conference Template, including the country and
area code (if needed). They are routed to their conference according to the dial-in number.
Example:
Polycom, Inc.
Assigned dial-in number
4631111
The participant dials
4631111
3-33
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Entry Queue Access
Access via an Entry Queue allows all participants to dial the same entry point that acts as a
routing lobby. Once in the Entry Queue, participants are guided to the conference according
to the conference ID they enter.
Figure 3-2 Dial-in Connection via Entry Queue
H.323 Participants
Dialing is executed in the same way as for conferences, where the Entry Queue ID/Name
replaces the Conference ID/Name.
H.323 participants dial [Gatekeeper Prefix][Entry Queue ID/Name].
Example:
Prefix in gatekeeper
925
Entry Queue ID
1000
>> The participant dials
9251000
H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct
Conference ID of destination conference to the initial dial string:
[Gatekeeper Prefix][EQ ID][##Destination Conference ID]
Example:
Conference ID
1001
>> H.323 participants dial
9251000##1001
H.323 participants can also bypass the conference IVR voice messages by adding the
Conference Password to the initial dial string:
[Gatekeeper Prefix][EQ ID][##Destination Conference ID][##Password]
3-34
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Example:
Conference ID
1001
Conference Password
34567
>> H.323 participants dial
9251000##1001##34567
SIP Participants
Using an Entry Queue minimizes the number of conferences that require registration with
the SIP server and enables using one URI address for all dial-in connections, using the
format:
<Entry Queue routing name>@<domain name>
Example:
Entry Queue Routing Name
DefaultEQ
Domain Name
polycom.com
>> SIP participants dial
DefaultEQ@polycom.com
ISDN and PSTN Participants
Up to two dial-in numbers can be allocated to an Entry Queue for use by ISDN and PSTN
participants.
Calls to numbers within the ISDN and PSTN Dial-in Range that are not allocated to an Entry
Queue are routed to the Transit Entry Queue.
Dial-in ISDN and PSTN participants dial one of the dial-in numbers assigned to the Entry
Queue, including the country and area code (if needed).
They are routed to their conference according to the conference ID.
Example:
Entry Queue ID
Polycom, Inc.
1000
Assigned Dial-in number
4631000
>> ISDN/PSTN participants dial
4631000
3-35
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Connecting to a Polycom Conference from an Outlook Meeting Invitation
Attendees that have received a Meeting Invitation via Outlook using the Polycom Conferencing
Add-in for Microsoft Outlook, connect by clicking on the link included in the invitation or by
manually dialing the numbers displayed using the endpoint's numeric input device.
Click Link to
Connect
Dial Manually
to Connect
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Polycom
Conferencing for Microsoft Outlook®” on page 11-1.
Dial-out Participants
Automatic Dial Out
Dial-out participants are defined with their dial-out number. Once they are added to the
ongoing conference, the MCU automatically calls them at a rate of 1 dial-out per second,
using the default H.323, SIP or ISDN/PSTN Network Service defined for them.
Manual Dial Out
In the manual mode, the RMX user or meeting organizer instructs the conferencing system
to call the participant. Dial-out participants must be defined (mainly their name and
telephone number) and added to the conference. This mode can only be selected at the
conference definition stage and cannot be changed once the conference is running.
3-36
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Monitoring Ongoing Conferences
Conference monitoring enables you to keep track of conferences and their participants: if all
its participants are correctly connected and whether errors or faults have occurred.
Maximum number of voice participants in a conference:
RMX 1500 MPMx Mode: 360.
RMX 2000 MPM Mode: 400.
RMX 2000 MPM+ Mode: 800.
RMX 2000 MPMx Mode: 720.
RMX 4000 MPM+ Mode: 1600.
RMX 4000 MPMx Mode: 1440.
General Monitoring
All monitoring and operations procedures performed during ongoing conferences can be
performed by either of two methods:
•
Using the buttons in the toolbars.
Toolbar Buttons
Tooltip appears when cursor is positioned over button
•
Right-clicking anywhere in the Conferences or Participants pane and selecting an
operation from the menu.
Operations
Menu
Multi Selection
Using multiple selection, you can monitor and perform simultaneous operations on
multiple participants in multiple conferences.
The selected conferences are displayed as sub-lists in the Participants list pane.
Polycom, Inc.
3-37
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The sub-lists can be expanded and collapsed by clicking the
and
sublist control
buttons that appear next to the conference name in the sublist headings.
Multi-selected
Conferences
Participant Sublists
Control button in
sublist header
Using the Chairperson Password for Filtering
If you are logged in as a chairperson, the Chairperson Password field is displayed. It enables
you to search for, and display a list of, ongoing conferences for which you have the
password.
Chairperson Password Field
Refresh Button
Chairperson Password Column
To search for an ongoing conference by Chairperson Password:
1 Click in the Chairperson Password field.
2
Enter the password to be searched for.
3
Click the Refresh button.
The Conferences list is refreshed and ongoing conferences with the requested password
are displayed.
3-38
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Conference Level Monitoring
Conference level monitoring is available to the administrator, operator and chairperson.
The Conference List pane displays information about ongoing conferences.
Status
One or more of the status indicators listed in Table 3-8 may appear in the Status column.
No status indicator display in the Status column means that the conference is running
without problems.
One or more of the status indicators listed in Table 3-8 may appear in the Status column.
Table 3-8
Conferences – Monitoring Information
Field
Description
Name
Displays conference name and type of conference:
•
– Video and Voice Conference. This icon is also used for
conferences that include only Voice participants.
•
– The conference has been secured using the *71 DTMF code. For
details, see "Secured Conference Monitoring” on page 3-41.
•
Status
Polycom, Inc.
– Operator Conference.
Displays the status of the ongoing conference.
If there is no problem with the participant’s connection no indication is
displayed.
If one of the following statuses occur, the appropriate indication is
displayed, proceeded by a warning icon ( ).
• Audio – There is a problem with the participant’s audio.
•
•
Empty – No participants are connected.
•
•
Not Full – Not all the defined participants are connected.
•
•
Single Participant – Only one participant is connected.
Faulty Connection – Participants are connected, but the connection is
problematic.
Partially Connected – The connection process is not yet complete;
the video channel has not been connected.
Awaiting Operator – A participant has requested operator assistance.
ID
The Conference ID assigned to the conference.
Start Time
Conference start time.
End Time
The time the conference is expected to end.
Dial in Number(1)
The Conference dial in number for ISDN/PSTN participants.
3-39
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Additional information about the conference can be viewed when accessing the conference
properties.
To monitor a conference:
>> In the Conference List pane, double click the name of the conference you wish to
monitor, or right-click the conference and then click Conference Properties.
The Conference Properties - General dialog box opens.
You can view all the conference’s properties but those that appear with a gray
background cannot be modified.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference
Level Monitoring” on page 12-3.
Roll Call/Audible Tones During an Ongoing Conference
If Roll Call is enabled, when a participant joins or leaves a conference, the system plays a
voice message to all participants. The audio message consists of the joining or leaving
participant’s Roll Call name followed by either “has joined the conference” or “has left the
conference”.
These voice messages can be replaced with audio tones. The use of tones requires that the
appropriate tone files in *.wav format be uploaded and configured to replace the Roll Call
Joined and Roll Call Left message files.
This feature is enabled or disabled by value of the
IVR_ROLL_CALL_USE_TONES_INSTEAD_OF_VOICE System Flag in system.cfg:
•
When set to NO (default), voice messages are played.
•
When set to YES, the uploaded tones replace the voice messages.
For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Modifying System
Flags” on page 21-1 and "Defining a New Conference IVR Service” on page 16-7
3-40
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Secured Conference Monitoring
When Secured Conference Mode is enabled on the RMX, it locks the conference and prevents
participants and RMX Users from joining the conference. A Secured conference cannot be
monitored or controlled in any way. While a conference is in the Secure mode, the RMX User
with Administrator authorization cannot view the participants list or any other conference
properties, but can manually terminate it.
The conference chairperson can enable or disable the Secure mode from the DTMF input
device (touch-tone telephone or the endpoint’s remote control), using the appropriate
DTMF code (the default code is *71). During the secure conference, the chairperson and
participants can perform various operations, such as muting, via their DTMF input device
using the appropriate DTMF codes. However, because Secure conferences cannot be
monitored, these operations or status changes are not displayed in the Conferences or
Participants panes.
A special icon
is used to indicate that the conference is in Secure mode.
Monitoring Ongoing Gateway Sessions
Ongoing Gateway Sessions that are created when calling the Gateway Profile, are listed in
the ongoing Conferences list pane and are monitored in the same way as the conferences.
For more details, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference Level
Monitoring” on page 12-3.
Participant Level Monitoring
Participant Connection Monitoring
When a conference is selected in the Conference list, the Participants list header displays a
summary of participant connection status.
Conferences List
Participants List Header
Connected and Expected to Connect
Currently Connected
These numbers include:
•
Currently Connected participants - both defined and undefined participants currently
connected to the conference.
•
Connected and Expected to Connect - all participants currently connected. Defined
participants that are expected to connect to the conference are included in this number.
In the diagram above, Participants (3/ 8) indicates that 3 of the 8 expected participants have
connected and that 5 defined participants have not yet connected.
Polycom, Inc.
3-41
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The Participant list displays the following participant indicators and properties:
Table 3-9
Participant Monitoring – Indicators and Properties
Column
Icon/Description
Name
Displays the name and type (icon) of the participant:
Audio Participant – Connected via IP phone or ISDN/PSTN.
Status
Displays the connection status (text and icon) of the participant. If there is no
problem with the participant’s connection no indication is displayed.
Connected – The participant is successfully connected to the
conference.
Disconnected – The participant is disconnected from the conference.
This status applies only to defined participants.
Waiting for Dial-in – The system is waiting for the defined participant to
dial into the conference.
Partially Connected – The connection process is not yet complete; the
video channel has not been connected.
Faulty Connection – The participant is connected, but problems
occurred in the connection, such as synchronization loss.
Awaiting Individual Assistance – The participant has requested the
user’s (operator’s) assistance.
Awaiting Conference Assistance – The participant has requested the
operator’s assistance for the conference. This usually means that the
user (operator) has been requested to join the conference.
Role
Displays the participant’s role or function in the conference:
Chairperson – The participant is defined as the conference
chairperson. The chairperson can manage the conference using touchtone signals (DTMF codes).
Lecturer – The participant is defined as the conference Lecturer.
Lecturer and Chairperson – The participant is defined as both the
conference Lecturer and Chairperson.
Cascade Enabled Dial-out Participant – A special participant
functioning as a link in a cascaded conference.
Recording – A special participant functioning as a Recording Link.
Role
(continued)
IP Address/
Phone
3-42
Request to speak - Participants that were muted by the conference
organizer/system operator can indicate that they want to be unmuted by
entering the appropriate DTMF code (default 99).
The icon is displayed for 30 seconds.
The IP participant’s IP address or the ISDN/PSTN participant’s phone number.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-9
Participant Monitoring – Indicators and Properties (Continued)
Column
Icon/Description
Alias Name/
SIP Address
The participant’s Alias Name or SIP URI.
The alias of an RSS 2000 Recording System if the participant is functioning as a
recording link.
Network
The participant’s network connection type – H.323, SIP or ISDN/PSTN.
Dialing
Direction
Dial-in – The participant dialed the conference.
Dial-out – The MCU dialed the participant.
Audio
Displays the status of the participant’s audio channel.
If the participant’s audio is connected and the channel is neither muted nor
blocked, no indication is displayed.
Disconnected – Participant’s audio channel is disconnected. This is a
defined participant who is waiting to be connected to the conference.
Muted – Participant’s audio channel is muted. The participant can still
hear the conference.
Blocked – Transmission of audio from the conference to the participant
is blocked.
Muted and Blocked - Audio channel is muted and blocked.
Encryption
Indicates that the endpoint is using encryption for its connection to the
conference.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Participant Level
Monitoring” on page 12-14.
Polycom, Inc.
3-43
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Operations Performed During On Going Conferences
Conference Level operations
Changing the Duration of a Conference
The duration of each conference is set when the new conference is created. The default
duration of a conference is 1 hour. All conferences running on the RMX are automatically
extended as long as there are participants connected to the conference.
A conference’s Duration can be extended or shortened while it is running, by modifying its
scheduled End Time.
To extend or shorten a conference manually:
1 In the Conference List pane, double-click the conference Name.
2
In the General tab, modify the End Time fields and click OK.
The End Time is changed and the Duration field is updated.
3-44
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
To terminate a conference manually:
1 In the Conferences list, select the conference you wish to delete and click the Delete
Conference ( ) button.
You are prompted for confirmation.
2
Click OK to terminate the conference.
Adding Participants from the Address Book
Once the conference has started, you can add participants to a conference directly from the
Participants Address Book without having to use the New Conference – Participants tab.
To drag & drop participants into the Participants List:
1
Open the Address Book.
2
Select, drag and drop the participant that you wish to add to the conference directly
from the Participant Address Book into the Participant List.
Standard Windows multiple selection techniques can be used in this procedure.
Moving Participants
RMX users can assist participants by performing the following operations:
•
Move a participant to an Operator conference (Attend a participant).
•
Move a participant to the Home (destination) conference.
•
Move participant from one ongoing conference to another
A move can be performed using the following methods:
•
Using the participant right-click menu
•
Using drag and drop
To move a participant from the ongoing conference using the right-click menu options:
1
Polycom, Inc.
In the Conferences list, click the conference where there are participants waiting for
Operator’s Assistance to display the list of participants.
3-45
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
2
In the Participants list, right-click the icon of the participant to move and select one of
the following options:
— Move to Operator Conference - to move the participant to the Operator conference
This option is displayed when an Operator conference is running. For more details,
see the RMX 1500/2000/4000 Administrator’s Guide, "Operator Assistance & Participant
Move” on page 9-1.
— Move to Conference - to move the participant to any ongoing conference.
When selected, the Move to Conference dialog box opens, letting you select the name
of the destination conference.
— Back to Home Conference - if the participant was moved to another conference or
to the Operator conference, this options moves the participant back to his/her source
conference.
This option is not available if the participant was moved from the Entry Queue to
the Operator conference or the destination conference.
Moving a Participant Interactively
You can drag and drop a participant from the Entry Queue or ongoing conference to the
Operator or destination (Home) conference:
3-46
1
Display the participants list of the Entry Queue or the source conference by clicking its
entry in the Conferences list.
2
In the Participants list, drag the icon of the participant to the Conferences List pane and
drop it on the Operator Conference icon or another ongoing conference.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Saving an Ongoing Conference as a Template
Any conference that is ongoing can be saved as a template.
To save an ongoing conference as a template:
1 In the Conferences List, select the conference you want to save as a Template.
2
Click the Save Conference ( ) button.
or
Right-click and select Save Conference.
The conference is saved to a template whose name is taken from the ongoing conference
Display Name.
Copy and Paste Conference
The RMX user can Copy, and Paste conferences. When using the RMX Web Client,
conferences can copied and pasted on the same RMX, however when using the RMX
Manager, with its ability to manage multiple RMXs, conferences can be copied and pasted
between different RMXs.
Copy Conference
The Copy command copies all the conference’s properties including connected participants
and makes these properties available for pasting, starting a new conference. The copied
conference remains active until it terminates or is deleted.
To copy a conference:
1 In the Conferences List pane, right-click the conference you want to copy.
2
Polycom, Inc.
In the drop-down menu select Copy Conference.
3-47
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Paste Conference
The Paste Conference command starts the new conference on the same RMX or on a
different RMX.
To paste a conference:
>> Right-click in the Conferences List pane and in the drop-down menu select
Paste Conference.
or
If you are using the RMX Manager and you want to paste the conference to a different
RMX:
a
In the MCUs list pane, click the RMX that is to receive the conference.
b
In the Conferences list pane, right-click, and in the drop-down menu select Paste
Conference.
The conference is pasted to the RMX with a Display Name is assigned by the system.
Paste Conference As
The Paste Conference As command allows the RMX user to create a new conference using
the copied conference’s properties as a template. It automatically opens the Conference
Properties dialog box allowing the RMX user to modify the General, Participants and
Information tabs to create the new conference. When the OK button in the Conference
Properties dialog box conference Properties dialog box is clicked the new conference is started.
To paste a conference as a new conference:
1
Right-click in the Conferences List pane and in the drop-down menu select
Paste Conference As.
or
If you are using the RMX Manager and you want to paste the conference to a different
RMX:
a
3-48
In the MCUs list pane, click the RMX that is to receive the conference.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
b
In the Conferences list pane, right-click, and in the drop-down menu select Paste
Conference As.
The Conference Properties dialog box is displayed.
Polycom, Inc.
2
Modify the conference information as required.
3
Click the OK button to paste and start the new conference.
3-49
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Participant Level Operations
Participant Level Operations enable you to modify and control the connections and statuses
of participants in ongoing conferences, as described in Table 3-10.
Table 3-10 Participant Level Operations
Menu
Option
Button
Description
New Participant
Define a new participant.For more information about the New
Participant dialog box tab, see Table 3-5 on page 3-22.
Add Participant
From Address
Book
Open the Address Book to select the participant for the conference.
For more information about the Address Book, see the RMX 1500/
2000/4000 Administrator’s Guide, "Address Book” on page 7-1.
Connect
Participant
Connect a disconnected defined dial-out participant to the
conference.
Disconnect
Participant
Disconnect the participant from the conference.
Delete
Participant
Delete the selected participants from the conference.
Mute Audio
Mute the audio transmission from the participant to the conference.
The Audio Muted indicator appears in the Participants List and the
Unmute Audio button (
Unmute Audio
Resume the participant’s audio transmission to the conference.
The Mute Audio button (
) becomes active.
Block Audio
To block the audio transmission from the conference to the
participant. When blocked, the participant can still be heard by the
conference.
The Audio Blocked indicator appears in the Participants List and the
Unblock Audio button (
) becomes active.
Unblock Audio
Resume the audio transmission from the conference to the
participant.
The Block Audio button (
3-50
) becomes active.
) becomes active.
Add Participant
to Address Book
Add selected participant’s details to the Participant Address Book.
Change to
Chair-person
Define the selected participant as the conference leader/chairperson.
Change to
Regular
Participant
Define the chairperson as a regular participant without chairperson
privileges.
Connect to
Website
Connect directly to the internal website of the participant’s endpoint
to perform administrative, configuration and troubleshooting
activities.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-10 Participant Level Operations (Continued)
Menu
Option
Button
Description
AGC
(Audio Gain
Control)
Enable AGC for the participant with weak audio signal during
ongoing conferences.
Note: Enabling AGC may result in amplification of background noise.
Copy Participant
Copy the all participant’s parameters in preparation for Pasting into
another conference or back into the current conference..
Cut Participant
Copy the all participant’s parameters and delete the participant from
the current conference. The participant can be Pasted into another
conference or back into the current conference.
Paste
Participant As
Paste the participant into the selected conference as a new
participant with parameters modified via the Address Book
Participant - Properties dialog box.
Participant
Properties
To view all Participant Properties.
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, "Participant Level Monitoring” on page 12-14.
Copy Cut and Paste Participant
The RMX user can Copy, Cut and Paste participants between differ rent conferences
running on the RMX, including his/her current conference. These functions, when used via
the RMX Manager, with its ability to manage multiple RMXs, participants, allows the RMX
user to Copy, Cut and Paste participants between conferences running on different RMXs.
Copy Participant
The Copy command copies all the participant’s properties and makes them available for
pasting. The participant remains connected to his/her current conference.
To copy a participant:
1 In the Participants List pane, right-click the participant you want to copy.
2
In the drop-down menu select Copy Participant.
Cut Participant
The Cut command copies all the participant’s properties and makes them available for
pasting. The participant is deleted from his/her current conference.
Polycom, Inc.
3-51
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
To cut a participant:
1 In the Participants List pane, right-click the participant you want to cut.
2
In the drop-down menu select Cut Participant.
Paste Participant
The Paste command connects the copied or cut participant to the selected conference.
If the participant was copied, he/she should be deleted from the conference he/she was
copied from, unless it is required that the participant is connected to two (or more)
conferences. (There are endpoints that permit a participant to be connected to multiple
conferences).
To paste a participant:
1 In the Conferences List pane, click the conference you want to paste the copied/cut
participant into.
2
Right-click in the Participants List pane of the selected conference and in the drop-down
menu select Paste Participant.
or
If you are using the RMX Manager and you want to paste the participant to a conference
to different RMX:
a
In the MCUs list pane, click the RMX that is hosting the conference that is to receive
the participant.
b
In the Conferences list pane, click the conference you want to paste the copied/cut
participant into.
c
Right-click, and in the drop-down menu select Paste Participant.
The participant is connected to the conference.
3-52
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Paste Participant As
The Paste Participant As command allows the RMX user to create a new participant using
the copied participant’s properties as a template. It automatically opens the Address Book Participant Properties dialog box allowing the RMX user to modify the participant’s
properties effectively creating a new participant. When the OK button in the Participant
Properties dialog box is clicked the new participant is connected to the selected conference.
To paste a participant as a new participant:
1
In the Conferences List pane, click the conference you want to paste the copied/cut
participant into.
Right-click in the Participants List pane of the selected conference and in the drop-down
menu select Paste Participant As.
or
If you are using the RMX Manager and you want to paste the participant to a conference
on another RMX:
Polycom, Inc.
a
In the MCUs list pane, click the RMX that is hosting the conference that is to receive
the participant.
b
In the Conferences list pane, click the conference you want to paste the copied/cut
participant into.
c
Right-click, and in the drop-down menu select Paste Participant As.
3-53
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
The Address Book - Participant Properties dialog box is displayed.
2
Modify the participant information as required. For more information see the RMX
1500/2000/4000 Administrator’s Guide, "Modifying Participants in the Address Book” on
page 5-11.
Optional. If not already in the Address Book, the copied/cut participant can be added to
the Address Book.
Optional. The new participant can be added to the Address Book.
3
Click the OK button to connect the new participant to the selected conference.
Conference Control Using DTMF Codes
Participants and chairpersons can manage their connection to ongoing conferences from
their endpoints, using touch-tone signals (DTMF codes) from their endpoints. Table 3-9 lists
the DTMF Codes that can be used.
Chairpersons can also control an ongoing conference using DTMF codes.
Permissions for DTMF actions to be performed by all conference participants or by
chairperson only are configured in the Conference IVR Service assigned to the conference.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Defining a New
Conference IVR Service” on page 16-7.
To use the DTMF codes to control the conference, the DTMF input must be first enabled on
the endpoint remote control (for example, entering #).
Table 3-11
3-54
Default DTMF Codes to Manage Conferences and Participants
Operation
DTMF String
Permission
Individual help
*0
Everyone
Conference help
00
Chairperson
Mute My Line
*6
Everyone
Unmute My Line
#6
Everyone
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
Table 3-11
Default DTMF Codes to Manage Conferences and Participants
Operation
DTMF String
Permission
Increase Broadcast Volume
*9
Everyone
Decrease Broadcast Volume
#9
Everyone
Mute All Except Me
*5
Chairperson
Cancel Mute All Except Me
#5
Chairperson
Change Password
*77
Chairperson
Mute Incoming Participants
*86
Chairperson
Unmute Incoming Participants
#86
Chairperson
Play Help Menu
*83
Everyone
Enable Roll Call
*42
Chairperson
Disable Roll Call
#42
Chairperson
Roll Call Review Names
*43
Chairperson
Roll Call Stop Review Names
#43
Chairperson
Terminate Conference
*87
Chairperson
Start Click&View
**
Everyone
Invite Participant
*72
Everyone
Change To Chairperson
*78
Everyone
Increase Listening Volume
*76
Everyone
Decrease Listening Volume
#76
Everyone
Override Mute All
Configurable
Everyone
Start Recording
*3
Chairperson
Stop Recording
*2
Chairperson
Pause Recording
*1
Chairperson
Secure Conference
*71
Chairperson
Unsecure Conference
#71
Chairperson
Show Participants
*88
Everyone
Request to Speak
99
Everyone
Requesting Help
A participant can request help using the appropriate DTMF code from his/her touch tone
telephone or the endpoint’s DTMF input device. The participant can request Individual
Assistance (default DTMF code *0) or Conference Assistance (default DTMF code 00).
Polycom, Inc.
3-55
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
Participants in Entry Queues who failed to enter the correct destination conference ID or the
conference password will wait for operator assistance (provided that an Operator
conference is active).
Participant who is waiting for User (Operator) Assistance is displayed with the following
icons in the Status column of the Participants pane.
Awaiting Individual Assistance – The participant has requested the user’s (operator’s)
assistance.
Awaiting Conference Assistance – The participant has requested the user’s
(operator’s) assistance for the conference. This usually means that the RMX user
(operator) has been requested to join the conference.
Request to Speak
Participants that were muted by the conference organizer/system operator can indicate that
they want to be unmuted by entering the appropriate DTMF code.
An icon is displayed in the Role column of the Participants list for 30 seconds.
Request to Speak
Request to Speak is:
•
Activated when the participant enters the appropriate DTMF code (default: 99).
The DTMF code can be modified in the conference IVR Service Properties - DTMF Codes
dialog box.
•
Available for dial-in and dial-out participants.
•
A participant can request to speak more than once during the conference.
•
Supported in all conference types.
•
Supported in H.323 and SIP environments.
•
The duration of the icon display cannot be modified.
Invite Participant
A participant in a video or audio conference can invite another participant to the conference
using the touch-tone DTMF numeric keypad on the participant’s endpoint. You can invite a
participant using various communication devices, such as a mobile phone, an IP phone,
PSTN phones, laptops, or connect to another conference running on another PBX or MCU.
Invite Call Flow
The following flow describes how a participant is invited to the conference using the DTMF
codes:
1
3-56
During the conference, the participant enters the DTMF code (default is *72) on the
numeric keypad to invite another participant.
Polycom, Inc.
Chapter 3-Audio Only Basic Configuration and Operation
2
The participant is prompted to enter the invited participant’s destination number (a
number or IP address) including the prefix (if required) and the DTMF delimiter digit
(‘*’ or ‘#’) at the end. The asterisk (‘*’) is used to denote the dot in the IP address.
For example: To enter an IP address such as 10.245.22.19, on the DTMF keypad press
10*245*22*19 and then the DTMF delimiter.
Digits that are entered after the DTMF delimiter and before the participant is connected are ignored.
3
The system automatically dials to the destination according to the protocol order as
defined in the IVR Services Properties - Video Services tab.
When the call cannot be completed by the current protocol, the system attempts to
connect to the destination using the next protocol according to the protocol order.
The RMX connects the participant when the call is answered.
Entering Additional DTMF Codes
In some environments, the call is answered by an IVR system (for example when connecting
to another conference or PBX), requesting a password or a destination number to complete
the connection process. In such a case, additional DTMF digits must be entered before the
DTMF forward duration time has expired and are forwarded to the invited destination.
When the additional DTMF codes are entered, they are heard by all the conference
participants.
If the DTMF code is not entered on time or if the wrong DTMF code is entered, the
participant is prompted for a new input. After the defined number of retries have elapsed,
the call is ended.
Error Handling
•
If the destination endpoint is busy or the participant did not answer, the system ends
the call.
•
When an incorrect number is entered, the call fails and an error message is displayed.
•
If the destination number is not entered in a specific amount of time (defined in
Timeout for user input in the IVR Services - Global tab), the participant is prompted to
enter a destination number again. Depending on the Number of user input retries as
defined in the IVR Services - Global tab, the system will attempt to receive the required
input. When all the retries have failed, the call to the invited participant is cancelled.
Guidelines
•
In CP conferences, the participant initiating the invitation to another participant is able
to view the dialing information and connection status. During the dialing process, the
dialing string is displayed as the participant name which is replaced by the site name
when connected to the conference.
•
By default, all participants (Everyone) are granted permission to invite a participant to
join a conference. To change the permission to the Chairperson, modify the Permission
column in the IVR Service - DTMF Codes tab.
For details on enabling the Invite Participants feature, see "Enabling the Participants using
DTMF Option” on page 16-38.
Polycom, Inc.
3-57
Polycom RMX 1500/2000/4000 Getting Started Guide - Audio Only
3-58
Polycom, Inc.
Appendix A
Glossary
This appendix lists the terms and abbreviations that are related to the Polycom RMX 1500/
2000/4000, and are commonly used in the RMX documentation.
Abbreviation/
Term
Polycom, Inc.
Explanation
AGC
Auto Gain Control. A mechanism that regulates noise and audio volume by
keeping the received signal of all participants balanced.
Bandwidth
Defines the information carrying capacity of a channel. In analog systems, it is
the difference between the highest frequency that a channel can carry and the
lowest, measured in hertz. In digital systems, bandwidth is measured in bits per
second. The larger a connection's bandwidth, the more data can be transmitted
in a given amount of time, allowing for greater video resolution and more sites
in a conference. For more information, see Line Rate.
Bonding
Bandwidth ON Demand INterpolarity Group. A transmission protocol that
aggregates two 64 Kbps B channels to function as one 128 Kbps channel.
When using several BRI channels, Bonding means that only one D-channel
serves all BRI channels, while the remaining D-channels are used for data
transfer.
See also: BRI.
Bps, Kbps
Bits and kilobits per second; a unit of bandwidth, which is the amount of data
that can flow during one second over a communications line (using a
transmission medium).
1 Kbps = 1000 Bps
BRI
Basic Rate Interface. A type of ISDN connection for transiting data, consisting
of 3 channels: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps).
Carrier
A telephone or other company that provides telecommunication transmission
services.
CIF, 4CIF, QCIF
Common Intermediate Format, an optional part of the ITU-T's H.261 and H.263
standards. CIF specifies 288 non-interlaced luminance lines, that contain 176
pixels. CIF can be sent at frame rates of 7.5, 10, 15, or 30 per second. When
operating with CIF, the amount of data to transmit cannot exceed 256 K bits
(where K equals 1024).The CIF video format has the capacity to transmit video
images of 352x288 pixels at 36.45 Mbps and 30 frames per second. A 4CIF
format has four times the capacity of CIF; QCIF has quarter the capacity of CIF.
Codec
Coder-decoder. A device that converts voice and video into digital code, and
vice versa. Refers to the endpoint video camera and video board that are used
for videoconferencing.
A-1
Polycom RMX 1500/2000/4000 Getting Started Guide
Abbreviation/
Term
A-2
Explanation
Conference
Connection between two or more endpoints exchanging video and audio
information. If only two endpoints are involved, a conference is called point-topoint and no MCU is required. If more than two endpoints are involved, it is
called a multipoint conference, and an MCU (Multipoint Control Unit) is
required as the management system. For more information, see MCU.
CSU
Channel Service Unit. Customer-provided equipment that is used as an
interface between a communication network and the data terminal.
DBA
Dynamic Bandwidth Allocation. Used to allocate the bandwidth needed to
transmit the additional packets. for LPR.
DTMF
Dual Tone Multi Frequency. A system of coded signals used by touch-tone
telephones in which a specific sound, frequency or tone is assigned to each
key so that the signal can be easily recognized by a computer. The codes
enable data input and control of voice-processing systems. DTMF signals can
pass through the entire connection to the destination device and therefore are
used for remote control after the connection with the MCU is established.
E1 Line
A 2Mb digital switched line used in Europe.
Endpoint
A hardware device, or set of devices, that can call, and be called by an MCU or
another endpoint. For example, an endpoint can be a phone, a camera and
microphone connected to a PC or an integrated Room System (conferencing
system).
FECC
Far End Camera Control. In certain video cameras, the accompanying software
that enables a participant to control a remote camera. Used in Continuous
Presence video conferences in conjunction with the LSD option. For more
information, see LSD.
Frame
A group of bits that make up an elementary block of video data for transmission
by certain protocols.
Frame Rate
The number of video frames displayed on-screen during one second,
measured in fps (frames per second).
G.711
ITU-T audio algorithm, 64Kbps, 3.4 kHz.
G.722
ITU-T audio algorithm, 64Kbps, 7 kHz.
G.728
ITU-T audio algorithm, 16Kbps, 3.4 kHz.
Gatekeeper
A type of server that performs two main functions: translates LAN alias
addresses of terminals and gateways to IP addresses and provides bandwidth
management.
H.221
ITU-T standard that defines how to multiplex video, audio, control, and user
data into one serial bit stream.
H.230
ITU-T standard that defines simple multipoint control systems procedures and
describes network maintenance functions.
H.231
ITU-T standard that defines a set of MCU functions and operational
requirements.
Polycom, Inc.
Appendix A-Glossary
Abbreviation/
Term
Polycom, Inc.
Explanation
H.242
ITU-T standard that defines initiation of communications between systems and
capabilities negotiation procedures.
H.243
ITU-T standard that defines initiation of communications between systems and
capabilities negotiation procedures in multipoint conferences.
H.261
ITU-T standard that defines the Px64 video coding algorithm.
H.263
ITU-T standard that provides improved compression and quality of video
images at a line rate lower than 384 Kbps. This standard is not supported by all
codecs.
H.264*
A proprietary Polycom Video compression standard.
H.264
ITU-T standard that provides improved compression and quality of video
images in lower line rate connections and is part of the Highest Common
mechanism in Video Switching conferences.
H.320
ITU-T standard that defines how the H-series video conferencing
recommendations work together.
H.323
ITU-T standard for audio, video and data communications across IP-based
(LAN) networks, including the Internet.
ICE
Interactive Connectivity Establishment (ICE) provides a structure/protocol to
unify the various NAT Traversal techniques that are used to cross firewalls.
It enables SIP based endpoints to connect while traversing a variety of firewalls
that may exist between the calling endpoint (local) and the MCU or called
endpoint (remote).
IP
Internet Protocol. The working protocol that forms the basis of the internet.
ISDN
Integrated Services Digital Network. A set of protocol and interface standards
(voice, video and data) that comprise a telephone network. There are two types
of ISDN lines: BRI and PRI.
ITU-T Standard
International Telecommunications Union, Telecommunication Standardization
Sector (formerly CCITT). An international group that produces official
standards for telecommunications.
LAN
Local Area Network. A group of computers and other devices linked via a
network’s operating system.
LDAP
Lightweight Directory Access Protocol.
Line Rate
The amount of bandwidth used by a communication device, measured in Kbps
(kilobits per second).
LPR
Lost Packet Recovery. An algorithm that creates additional packets that contain
recovery information necessary to reconstruct lost packets.
MCU
Multipoint Control Unit. Device which allows more than two sites to be
connected in a video conference.
Null modem cable
A serial cable designed to eliminate the need for communication equipment
when two digital devices are directly connected to each other.
A-3
Polycom RMX 1500/2000/4000 Getting Started Guide
Abbreviation/
Term
A-4
Explanation
Participant
A person using an endpoint to connect to a conference. When using a Room
System, several participants use a single endpoint.
PRI
Priority Rate Interface. An ISDN interface designed for high volume data
communication. Consists of 23 B channels of 64 Kbps each and one D channel
of 64 Kbps. In Europe, the PRI line provides 30 B channels + one D channel.
PSTN
Public Switched Telephone Network.
QCIF
Quarter CIF. A video format with image size of 176x144 pixels that transmits
9.115 Mbps at 30 frames per second (a quarter of the capacity of CIF). For
more information, see CIF.
QoS
Quality of Service. QoS defines the performance of a network service, such as
the average delay between packets.
RS-232
A standard for serial interface connection.
RTV
Real Time Video protocol provides high quality video conferencing capability to
Microsoft OCS (Office Communicator Server) endpoints.
SIP
Session Initiation Protocol. An application-layer protocol designed to work over
IP networks. A SIP service defines the properties and the IP addresses of the
SIP network components.
Span
An ISDN line or leased line. A span may be of either T1 (United States) or E1
(Europe) type. Also called a circuit.
SRTP
Encryption of SIP Media is supported using SRTP (Secured Real-time
Transport Protocol) and the AES key exchange method.
T1 Line
A 1.5Mb digital switched line used in the United States.
ToS
Type of Service. ToS defines optimization tagging for routing audio and video
packets.
WAN
Wide Area Network. A communications network that services a geographical
area larger than the LAN.
Whiteboard
An on-screen shared notebook for placement of shared documents.
Polycom, Inc.
Appendix B
Troubleshooting
RMX Web Client Installation - Troubleshooting Instructions
Close all the Internet Explorer sessions and perform the following procedure.
Procedure 1: Ending all Internet Explorer Sessions
In some cases, although all the Internet Explorer sessions were closed, the system did not end
one or several IE processes. These processes must be ended manually.
1
Start the Task Manager and click the Processes tab.
2
Select an iexplore process and click the End Process button.
3
Repeat this process for all iexplore processes that are currently active.
4
Close the Windows Task Manager dialog box.
5
Open the Internet Explorer and connect to the RMX.
If the problem persists, continue with the next step.
Polycom, Inc.
B-1
Polycom RMX 1500/2000/4000 Administrator’s Guide
Procedure 2: Deleting the Temporary Internet Files, RMX Cookie and RMX
Object
To delete the Temporary files:
1 In the Internet Explorer, click Tools > Internet Options.
The Internet Options dialog box opens.
2
In the Browsing history pane, click the Delete button.
The Delete Browsing History dialog box opens.
B-2
Polycom, Inc.
Appendix B-Troubleshooting
3
It is recommended to delete only the Temporary Internet files.
By default, the Cookies option is also selected. Clear it if you do not want to clear the
cookies from your computer.
4
Click the Delete button.
5
When the process is complete, the system return to the Internet Options dialog box.
To delete the RMX Cookie:
6 In the Internet Options dialog box - Browsing History pane, click the Settings button.
The Temporary Internet Files and History Settings dialog box opens.
Polycom, Inc.
B-3
Polycom RMX 1500/2000/4000 Administrator’s Guide
7
Click the View files button.
The Windows Explorer screen opens, listing Windows Temporary Internet Files.
8
Browse to the RMX cookie.
The cookie is listed in the format: cookie:user name@RMX IP address. For example:
cookie:valerie@172.22.189.110.
9
Right-click the RMX cookie and click Delete.
The system prompts for confirmation.
10 Click Yes.
The cookie is deleted.
11 Close the Windows Explorer screen.
B-4
Polycom, Inc.
Appendix B-Troubleshooting
To delete the RMX ActiveX Object:
12 In the Temporary Internet Files and History Settings dialog box, click the View objects
button.
The Windows Explorer screen opens, listing the Windows Downloaded Program Files.
13 Right-click the EMA.ClassLoader.dll and then click Delete.
The system prompts for confirmation.
14 Click Yes.
The RMX object is deleted.
15 Close the Windows Explorer screen.
16 In the Temporary Internet Files and History Settings dialog box, click OK.
17 In the Internet Options dialog box, click OK to close it.
Polycom, Inc.
B-5
Polycom RMX 1500/2000/4000 Administrator’s Guide
18 Close the Internet Explorer session and reopen it.
19 Connect to the RMX system.
If the problem persists, continue with the next step.
Procedure 3: Managing Add-ons Collisions
In some cases, a previously installed add-ons, such as anti virus programs can prevent the
installation of a new add on. In some cases, disabling these add-ons is required in order to
install the RMX Web Client.
To disable an add-on:
1 In the Internet Explorer, click Tools > Manage Add-ons.
The Manage Add-ons - Toolbars and Extensions dialog box opens.
2
Scroll to the add-on to disable (for example, the anti virus add-on), right-click it and
then click Disable.
Alternatively, select the add-on and click the Disable button.
B-6
3
Click the Close button to close this dialog box.
4
Connect to the RMX system.
Polycom, Inc.
Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertising