IVR Services, 13-1 | Polycom 2000/4000 specification

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IVR Services

Interactive Voice Response (IVR) is an application that allows participants to communicate with the conferencing system via their endpoint’s input device (such as a remote control). The IVR Service includes a set of voice prompts and a video slide used to automate the participants connection to a conference or Entry Queue. It allows customization of menu driven scripts and voice prompts to meet different needs and languages.

The IVR module includes two types of services:

•Conference IVR Service that is used with conferences

•Entry Queue IVR Service that is used with Entry Queues

The system is shipped with two default Conference IVR Services (one for the conferences and the other for gateway calls) and one default Entry Queue IVR Service. The default services include voice messages and video slides in English.

To customize the IVR messages and video slide perform the following operations:

•Record the required voice messages and create a new video slide. For more information, see "Creating a Welcome Video Slide” on page 13-40.

•Optional. Add the language to the list of languages supported by the system.

•Upload the voice messages to the MCU (This can be done as part of the language definition or during the IVR Service definition).

•Create the Conference IVR Service and upload the video slide, and if required any additional voice messages.

•Optional. Create the Entry Queue IVR Service and upload the required video slide and voice messages.

When upgrading the RMX software version new DTMF Codes and voice messages are not automatically added to existing IVR Services in order to avoid conflicts with existing DTMF codes. Therefore, to use new options, new Conference and Entry Queue IVR Services must be created.

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Polycom 2000/4000 manual IVR Services, 13-1

Contents

Version 5.0.1 January 2010 DOC2518C Polycom RMX 2000/4000 Administrator’s Guide Patent Pending Regulatory Notices RMX 2000 complies with IDA standards G0916-07 Table of Contents Table of Contents Iii Entry Queues, Ad Hoc Conferences and SIP Factories Address Book Operator Assistance & Participant Move Conference and Participant Monitoring Vii Viii Call Flows 15-1 RMX Manager Application 16-1 RMX Administration and Utilities 17-56 ISDN/PSTN Xii Xiii Ad Hoc Conferencing and External Database Authentication Procedure 2 Configure the Modem Connecting to the Alternate Management NetworkXiv LPR Setting Value Entry Queue Meeting Rooms Standard Conferencing Conferencing Modes Supported resolutions Supplemental Conferencing Features Click the Conference Profiles button Viewing ProfilesTo list Conference Profiles RMX Management pane, expand the Rarely Used list Button Descriptions Name Profile Toolbar To define a new Profile Defining Profiles Field/Option Description Click the Advanced tab Define the following parameters New Profile Advanced dialog box opens At the End After Last Quits All the participants At the End When Last Participant Remains New Profile Video Quality dialog box opens Click the Video Quality tab People Video Definition Guide, H.239 on Content Video Definition New Profile Video Settings dialog box opens Click the Video Settings tab YES Is set to Flexible Mode Number of Video Participants Auto Layout Default Settings Number Available Video Layouts Video Windows Conference Profiles Select one of the Skin options Field/Option Description To modify the Profile Properties Modifying an Existing ProfileParameter Description To delete a Conference Profile Deleting a Conference ProfileConference Profile is deleted Video Session Modes Dynamic Continuous Presence CP Mode Continuous Presence CP Conferencing High Definition Video Switching Mode CIF Video Resolutions in CP2CIF/WCIF 512 x 288 pixels at 50 fps Additional Video Resolutions in MPM+ ModeAdditional Intermediate Video Resolutions 352 x 288 pixels at 50 fps HD1080 Setting the Maximum CP Resolution for ConferencingVideo Display with CIF, SD and HD Video Connections A 1X1 Video Layout CP Conferencing with H.263 4CIF 263 4CIF Guidelines Guidelines High Definition Video Switching To Modify the HD Video Switching Threshold Enabling HD Video SwitchingModifying the HD Video Switching Threshold Bit Rate Creating a High Definition Video Switching Profile Select the High Definition Video Switching check box To Create an HD Enabled Profile Monitoring High Definition Video Switching Conferences 239 Content Transmission Modes Endpoint Capabilities Content Protocol Entry Queues Defining Content Sharing Parameters for a ConferenceCascade Links 5H.239 Content Options Guidelines for Sending Content to Legacy Endpoints Sending Content to Legacy Endpoints Interoperability with Polycom CMA and DMA Content Display on Legacy Endpoints Enabling the Send Content to Legacy Endpoints Option To modify system flags Legacyepcontentdefaultlayout Layout Flag Value Layout Flag Value Stopping a Content SessionClick OK Flag is updated in the Mcmsparameters list To end the current Content session Enabling Lecture Mode Lecture ModeEnabling the Automatic Switching To enable Lecture Mode for the Conference Restricting Content Broadcast to LecturerSelecting the Conference Lecturer When enabled, the following rules apply Lecture Mode Monitoring To control the Lecture Mode during an Ongoing Conference Polycom RMX 2000/4000 Administrator’s Guide Closed Captions MPM and MPM+ Card Configuration ModesClosed Captions Guidelines Enabling Closed Captions New Flag field enter EnableclosedcaptionTo change the flag value Media Encryption Guidelines Media Encryption Encryption Connection Conference AccessSetting Permitted Conference Participant Entry Queue Access YES Move Guidelines Encryption Flag SettingsTo modify the Encryption flag Enabling Encryption in the Profile To enable encryption at the conference levelEnabling Encryption at the Participant Level To enable encryption at the participant level Monitoring the Encryption Status Causes of Packet Loss LPR Lost Packet RecoveryLost Packet Recovery Packet Loss Enabling Lost Packet Recovery Lost Packet Recovery Guidelines Monitoring Lost Packet Recovery Polycom RMX 2000/4000 Administrator’s Guide RMX Telepresence Mode Guidelines Telepresence ModeSystem Level Room Participant/Endpoint Level Conference Level TPX RPX RPX and TPX Video Layouts Number of Endpoints Layouts 2RPX and TPX Room System connected using RMX 2000/4000 Enabling Telepresence Select the required video layout To configure a participant/endpoint for Telepresence RPX TPX Saving an Ongoing Conference as a TemplateAny conference that is ongoing can be saved as a template To save an ongoing conference as a template To start an ongoing conference from a Template Starting an Ongoing Conference From a Template 3Cascaded Conferences Star Topology Cascading Conferences Star Topology 4Video Layouts in Cascaded Conferences Conference a Conference B To define a Cascade-Enabled Entry Queue Creating the Cascade-enabled Entry QueueCreating the cascade-enabled Entry Queue Creating a cascade-enabled Dial-out link Additional Conferencing Information To define the Dial-out Cascaded Link Creating the Dial-out Cascaded Link For Example 78485#24006#1234 Polycom RMX 2000/4000 Administrator’s Guide To enable cascaded links to connect without a password Enabling Cascaded Conferences without Password Conference a Linked Conference Monitoring Cascaded ConferencesConference B Destination Conference Additional Conferencing Information MIH Cascading Levels Cascading Conferences H.239-enabled MIH TopologyMIH Cascading allows Master and Slave Conferences MIH Cascading Guidelines Conference B Conference C Video Session Mode, Line Rate and Video Settings Level Content Sharing Conf Kbps 128 256 384 512 768 1024 1472 1920 Mode Setting up MIH Cascading ConferencesRMX to RMX Cascading Dialing RMX 2000 Level Direction Dialing RMX 2000 Level Direction Creating a Cascade Enabled Entry QueueMaster RMX Additional Conferencing Information Creating the Cascaded Conferences Creating a Cascade Enabled Dial-out Participant LinkTo define the dial-out cascade participant link 17New Participant Dial-out Cascade Link GatekeeperPrefix CascadeEnable Additional Conferencing Information MGC to MGC to RMX 2000 Cascading To MGC Setting the flags in the MGC Defining the Cascading Entry Queue in the MGC Click OK If you changed the flags, reset the MCU Participant Name Participant Properties Identification dialog box, enter aFor Example 1002##12001##1234 For Example H263ANNEXT=YES default Setting the Flags on the RMXFORCE1X1LAYOUTONCASCADEDLINK CONNECTION=YES default Defining the Cascade Enabled Entry Queue on the RMX Click OK Reset the MCU to apply the changesFor more details, see the RMX 2000 to RMX 2000 Cascading Defining the Dial-out Participant on the RMX Defining the Cascading Conferences EQ ID MCU Prefix as Password Monitoring Participants in an MIH Cascaded Conference Starting and Monitoring MIH Cascading Conferences To monitor cascading enabled conferences To view the linked Participant Properties Viewing Participant Properties Additional Conferencing Information Meeting Rooms Meeting Room Name Default Line Rate Meeting Rooms List is displayed Meeting Rooms ListTo list Meeting Rooms Meeting Rooms button Meeting Room List columns include Toolbar Right-click Description Button Menu Meeting Room Toolbar & Right-click Menu To create a new meeting room Creating a New Meeting Room Entry Queues Entry Queues, Ad Hoc Conferences and SIP Factories Parameter Value Default Entry Queue properties Polycom RMX 2000/4000 Administrator’s Guide To define a new Entry Queue Defining a New Entry QueueRMX Management Rarely Used pane, click Entry Queues Option Description Option Description ISDN/PSTN Click OK New Entry Queue is added to the Entry Queues list Listing Entry QueuesTo view the list of Entry Queues To modify the EQ Setting a Transit Entry QueueModifying the EQ Properties Transit Entry Queue RMX Management Rarely Used pane click Entry Queues To cancel the Transit Entry Queue setting Ad Hoc Conferencing Gateway to Polycom Distributed Media Application DMA RMX Management Rarely Used pane, click SIP Factories SIP FactoriesCreating SIP Factories To create a new SIP Factory New Factory Properties Click OK New SIP Factory is added to the list Entry Queues, Ad Hoc Conferences and SIP Factories Address Book Displaying and Hiding the Address Book Viewing the Address Book Click the tab to re-open the Address Book Adding a new participant to the Address Book Directly Adding a Participant to the Address BookTo add a new participant to the Address Book Ascii Define the following fields Only SIP Address, first select the type of alias and then enter Field Description SIP Only IP Only Define the following Advanced parameters AGC Cascaded Link If this participant is used as a link between Click the Add to Address book button Participant Properties window opens Participant’s Properties window appears When required, you can modify the participant’s propertiesModifying Participants in the Address Book To modify participant properties in the Address Book To search for participants in the Address Book Deleting Participants from the Address BookSearching the Address Book To delete participants from the Address Book To filter an address book field Filtering the Address Book To clear the filter and display all entries Adding a New Group to the Address Book Participant GroupsTo define a New Group To delete a Group Deleting a Group from the Address Book To Modify a Group Modifying a Group in the Address Book Exporting an Address Book Importing and Exporting Address BooksTo Export an Address Book To Import and Address Book Importing an Address Book Integrating the Polycom CMA Address Book with the RMX RMX Side On the RMX menu, click Setup System ConfigurationCMA Address Book Integration Guidelines External ContentSystem Flags Mcmsparametersuser dialog box opens Flag Description User ContentipPassword External Http//IP address of the CMA server Address Book System GuidelinesResources Reservations Reservations To open the Reservation Calendar Using the Reservation CalendarRMX Management pane, click the Reservations button Button Description Reservations ViewsToolbar Buttons Toolbar buttons functions are described in Table Single day is displayed Week ViewDay View Today View List View To change between Week and Day views Changing the Calendar View To change to List View To view Today the current date Creating a New Reservation Scheduling Conferences Using Reservation CalendarTo return to Calendar View To create a new reservation Method III To interactively define the durationOpen the Reservations 2New Reservation Reserved Resources Click the Schedule tab 3New Reservation Schedule Tab First, second,...,last Sun-Sat Day 1-31 of every 1-12 months Field Description Click the Participants tab If 3 recurrences of the reservation are created ExampleConference Template name Sales Display Name for single scheduled occurrence Sales Viewing and Modifying Reservations Using the Week and Day views of the Reservations CalendarReservations can be accessed and managed via all the views Managing Reservations To change the Reservation’s Start time To move the Reservation to another time slotTo change the Reservation’s End time To delete all recurrences of a reservation Deleting ReservationsTo delete a single reservation Click the Delete Reservation button. or Reservations by Display Name Searching for Reservations using Quick SearchSelect Delete the series Click OK All occurrences of the Reservation are deleted All Reservations are displayed To clear the search and display all reservationsClear the Quick Search field Click Search Operator Conferences Operator Assistance & Participant Move Operator Conference Guidelines Defining the Components Enabling Operator Assistance Click the Conference Chairperson tab New Conference IVR Service Welcome dialog box opens Click the Video Services tab Click the Conference Password tabNew Conference IVR Service General dialog box opens New Conference IVR Service Roll Call dialog box opens Click the Operator Assistance tab New Conference IVR Service Dtmf Codes dialog box opens Polycom RMX 2000/4000 Administrator’s Guide New Entry Queue IVR Service Conference ID dialog box opens New Entry Queue IVR Service Welcome dialog box opensNew Entry Queue IVR Service Video Services dialog box opens Defining a Conference Profile for an Operator Conference 1New Profile General Parameters Line rate and use HD video 2New Profile Advanced Parameters Recording link which is not considered a participant 3New Profile Video Quality Parameters Content Settings To start a conference from the Conference pane Defining an Ongoing Operator Conference 4New Conference General Options Be used in the Routing Name Comma, colon and semicolon characters cannot Field Description New Conference Participants dialog box opens To save an ongoing Operator conference as a template Saving an Operator Conference to a TemplateRight-click and select Save Conference to Template Click the Start Conference from Template button. or Starting an Operator Conference from a TemplateRight-click and select Start Conference from Template Requesting Help Icon Status indication Description Using Audible Alarms Audible AlarmsParticipant Alerts List Move Guidelines Moving Participants Between Conferences Moving Participants Using drag and drop Moving a Participant Interactively Operator Assistance & Participant Move Conference Template Guidelines Conference Templates Clicking the tab opens the Conference Templates list Using Conference Templates Conferences List toolbar includes the following button Conference Template toolbar includes the following buttons Click the New Conference Template button Creating a New Conference TemplateCreating a new Conference Template from Scratch To create a new Conference Template New Template Participants dialog box opens Modify the fields of the General tab New Participant General tab opens New Participant Advanced tab opens Optional. Click the Information tab New Participant Information tab opens New Conference Template Information tab opens Saving an Ongoing Conference as a Template Polycom RMX 2000/4000 Administrator’s Guide Starting an Ongoing Conference From a Template Starting an Operator Conference from a Template Right-click and select Schedule Reservation from Template Scheduling a Reservation From a Conference TemplateReservation To schedule a Reservation from a Conference Template Conference Template and Reservation Name To delete Conference Templates Deleting a Conference TemplateSeries number 0000n of each reservation is appended to its Display Name Conference and Participant Monitoring General Monitoring To view the parameters of an ongoing conference Conference Level Monitoring Following information appears in the General tab Same line rate and use HD video Conference Properties Advanced dialog box opens Conference Properties Video Quality dialog box opens Following information appears in the Advanced tab Following information appears Click the Video Settings tab to list the video parameters Selecting a lecturer enables the Lecture Mode Requesting Help Icon Status indication Description Participant Alerts List Displaying Participants Properties Participant Level MonitoringParticipant Properties Media Sources dialog box opens IP Participant Properties Field Description Participant Status Capabilities used for the connection   Columns Channels Maximum network jitter since the channel was Field Description Click the Gatekeeper Status tab to view its parameters 11Participant Properties Gatekeeper Status Parameters Algorithm Monitoring ISDN/PSTN ParticipantsBit Rate Audio Participant Properties Media Sources dialog box is displayed To view the participant’s properties during a conference Field Description 14Participant Properties H.221 Parameters Polycom RMX 2000/4000 Administrator’s Guide 15ISDN/PSTN Participant Properties Connection Status 16ISDN/PSTN Participant Properties Channel Status MCU Participant Phone Number In a dial-in Defining the Recording Link Configuring the RMX to enable Recording10-1 Click OK Recording Link is added to the RMX unit To define a Recording Link10-2 Conference IVR Service Properties dialog box is displayed Enabling the Recording Features in a Conference IVR Service10-3 Enabling the Recording in the Conference Profile To enable recording for a conference10-4 10-5 Recording Link Encryption 10-6 Recording Link SettingsRecording Link Encryption Guidelines See Enabling the Recording in the Conference Profile on 10-7 Profile Setting RSS Setting Flag Setting Recording Link 10-8 Using the RMX Web Client to Manage the Recording ProcessTo manage the recording process using the right-click menu Managing the Recording Process Name Description 10-9 10-10 Using Dtmf Codes to Manage the Recording Process Monitoring the recording participant Conference Recording with Codian IP VCR10-11 10-12 11-1 Users, Connections and Notes To view the users currently defined in the system Listing Users11-2 Adding a New User Administrators can add new users to the system11-3 11-4 Deleting a User Click OK User’s password is changed Changing a User’s Password11-5 Disabling a User To disable a user11-6 To rename a user To enable a userEnabling a User Renaming a User 11-8 11-9 ConnectionsViewing the Connections List To list the users who are currently connected to the MCU Controlling the user sessions includes User and Connection Management in Enhanced Security ModeManaging the user login process includes Managing RMX users includes Renaming Users Managing the RMX UsersUser Types Disabling/Enabling Users 11-12 Managing the User Login ProcessImplementing Strong Passwords Password Character Composition Password Length Implementing Password Re-Use / History Rules11-13 Defining Password Change Frequency Defining Password Aging11-14 11-15 Forcing Password ChangeTemporary User Lockout User Lockout User Lockout is an Audit Event User Login Record11-16 Sessions per User Connection TimeoutControlling RMX User Sessions Management Sessions per System Erase Session History After Logout Session Timeout11-18 To create a note Using Notes11-19 To delete a note To open or edit a note11-20 12-1 Network Services Management Network Primary IP Network ServicesTwo IP Services are defined for the RMX Management Network Default IP Service Conferencing Service 12-3 Default IP Service Conferencing ServiceTo view or modify the Management Network Service Modifying the Management Network Modify the following fields Management Network Properties IP dialog box opens12-4 12-5 12-6 12-7 12-8 Click the Routers tab Modify the following fields 12-9 12-10 Click the DNS tab Modify the following fieldsDNS 12-11 RMX 2000 only Click the LAN Ports tab 12-12 View or modify the following fields 12-13 Modifying the Default IP Network ServiceFast Configuration Wizard To view or modify the Default IP Service 12-14 Default IP Service Networking IP dialog box opens 12-15 12-16 12-17 Click the Gatekeeper tab Modify the following fields 12-18 12-19 12-20 12-21 12-22 12-23 TOS 12-24 12-25 Click the SIP Servers tab Modify the following fields Send Certificate 12-26 Username@domain name 12-27 12-28 Click the Security tab Modify the following fields 12-29 Ethernet Settings RMX 4000 Only 12-30 Modify the following field 12-31 To monitor signaling status2IP Network Services Properties RMX CS IP IP Network Monitoring 12-32 Click the H.323 tab H.323 tab displays the following fields 3IP Network Services Properties H.32312-33 12-34 12-35 4IP Network Services Properties SIP Servers External Entities Default Management Network ServiceIPv6 Guidelines RMX Internal Addresses 12-37 12-38 Network SecurityNetwork Separation RMX Enabling Network Separation To enable Network Separation12-39 12-40 Enter the Default Router IP Address 12-41 RMX Web Client Welcome screen is displayed Click Login12-42 12-43 ISDN/PSTN Network ServicesSupported Capabilities and Conferencing Features Non Supported Capabilities and Conferencing Features Obtaining ISDN/PSTN required information Adding/Modifying ISDN/PSTN Network Services12-44 12-45 To Add an ISDN/PSTN Network Service 12-46 Click Next 12-47 12-48 12-49 Click Next Span Definition dialog box is displayed 12-50 12-51 Click Save & Continue 12-52 Click Save & Close Modifying an ISDN/PSTN Network ServiceMove the slider to the required setting To Modify an ISDN/PSTN Network Service 12-54 Span DefinitionPhones Spans 12-55 12-56 13-1 IVR Services To view the IVR Services list IVR Services List13-2 13-3 IVR Services ToolbarButton Button Name Descriptions Languages button Conference IVR Services list, click the Add SupportedAdding Languages To add a language 13-5 To upload messages to the MCU Message Message Type Category 13-6 13-7 13-8 13-9 Defining a New Conference IVR ServiceDefining a New Conference IVR Service To define a new Conference IVR Service IVR 13-10 13-11 13-12 13-13 13-14 13-15 Message Type Description 13-16 13-17 13-18 13-19 Roll Call Record 13-20 Roll Call Description Message 13-21Ivrrollcallusetonesinsteadof 13-22 Video Description Services 13-23 Operation Dtmf String Permission 13-24 13-25 13-26 New Entry Queue IVR Service Global dialog box opens Entry Queues IVR ServiceDefining a New Entry Queue IVR Service To set up a new Entry Queue IVR Service 13-28 13-29 13-30 Select the voice messages 13-31 13-32 To select the default Conference IVR ServiceIVR Service button To select the Default Entry Queue IVR Service To modify the properties of an IVR Service Service13-33 To replace the Music file Install Music File window opensReplacing the Music File Adding a Music File 13-35 13-36 To define the format settings for audio messagesCreating Audio Prompts and Video Slides Recording an Audio Message 13-37 Attributes list, select 16.000 kHz, 16Bit, Mono 13-38 To record a new audio message 13-39 13-40 Creating a Welcome Video SlideTo record additional messages, repeat steps 1 to To create a welcome video slide 13-41 Default IVR Prompts and MessagesMessage Type Message Text File Name 13-42 13-43 NID 13-44 Ivrmessagevolume Volume Control of IVR Messages, Music and Roll CallTo control the volume of IVR music, messages and Roll Call Ivrmusicvolume 13-46 Ivrrollcallvolume 14-1 Call Detail Record CDR Utility CDR File Formats CDR File14-2 CDR File Contents 14-4 14-5 Viewing, Retrieving and Archiving Conference InformationViewing the Conference Records To open the CDR utility To refresh the CDR list Refreshing the CDR List14-6 Menu Option Button Action Retrieving and Archiving Conference CDR RecordsTo retrieve and archive CDR records 14-7 14-8 Direct Dialing Call Flows15-1 15-2 Dialing from H.323 Endpoints 15-3 Dialing string 15-4 Dialing from SIP Endpoints Optional Gateway IVR15-5 15-6 Dialing from ISDN/PSTN Endpoints 15-7 MCU prefix in Gkgw Profile ID 15-8 Interoperability with CMA 15-9 Connection Indications 15-10 Gateway Functionality 15-11 15-12 Configuring the Gateway Components on the RMXDefining the IVR Service for Gateway Calls To define a new Conference IVR Service for gateway calls 15-13 15-14 15-15 To define a Conference Profile for Gateway Sessions Defining the Conference Profile for Gateway Calls15-16 RMX Management Rarely Used pane, click Gateway Profiles Define the required settings for Encryption and LPRDefining the Gateway Profile To define a new Gateway Profile 15-18 15-19 15-20 Click OK New Gateway Profile is added to the list Displaying the Connection Information System Configuration15-21 Gateway Session Parameters Monitoring Ongoing Gateway Sessions15-22 15-23 Connected Participant Parameters 15-24 Dialing to Polycom DMA 15-25 To set up the Meeting Room for direct dialing 15-26 16-1 Installing the RMX Manager 16-2 Click the Install RMX Manager link 16-3 16-4 Click All Programs Polycom RMX Manager Starting the RMX Manager ApplicationTo use the browser To use the Windows Start menu Click Start Programs 16-6 Connecting to the MCU 16-7 To connect the RMX Manager to an MCU 16-8 16-9 RMX Manager Main Screen 16-10 MCUs Pane 16-11 Conferences PaneMCUs Toolbar MCUs toolbar contains the following buttons Starting a new conference RMX ManagementConferences list toolbar contains the following buttons Monitoring conferences 16-13 List PaneStatus Bar System Alerts MCU State Address BookParticipant Alerts Port Usage Gauges 16-15 Adding MCUs to the MCUs ListConference Templates To add an RMX unit MCU IP 16-16443 FieldDescription 16-17 Start a Reservation Administrator’s Guide, Meeting Rooms onStarting a Conference Starting a Conference from the Conferences Pane 16-19 New Conference General dialog box opens Click the New Reservation button Starting a ReservationTo start a conference from the Reservation Calendar Reservation Calendar is displayed 16-21 16-22 Monitoring Conferences 16-23 Grouping the Participants by MCU 16-24 Start Monitoring/Stop Monitoring To view and/or modify the MCU Properties Modifying the MCU Properties16-25 To Remove an MCU from the list Disconnecting an MCURemoving an MCU from the MCUs Pane To disconnect an MCU 16-27 Changing the RMX Manager LanguageMCU icon is removed from the MCUs pane To select a language 16-28 Installing RMX Manager for Secure Communication ModeTo install the RMX Manager RMX Management pane, click IP Network Services 16-29 Clear the Secured RMX Communication check boxClick OK Click the DNS tab Enter the Local Domain Name 16-30 Create a Certificate Request 16-31 Set the RMX to Secure Communication Mode 16-32 16-33 Using an Internal Certificate Authority Select Base-64 encoded X.509 .CER Certificate Export Wizard is displayed16-34 16-35 16-36 Successful export message is displayed Click the OK button 17-1 System and Participant Alerts To view the System Alerts list System Alerts17-2 17-3 To view the Participants Alerts list Participant Alerts17-4 Modifying System Flags System Configuration17-5 17-6 Mcmsparameters tab, the following flags can be modified 17-7 Externaldb Externaldblogin17-8 Version 4.x and earlier enter the IP 17-9 17-10 17-11 17-12 17-13 17-14 17-15 17-16 To add a flag Manually Adding and Deleting System Flags17-17 17-18 Following flags can be manually added toFlag and Value Description 17-19 17-20 17-21 17-22 17-23 17-24 17-25 17-26 17-27 17-28 To delete a flagSendwideresto 17-29 Legacyepcontentdefaultlayout Flag Values 17-30 Flag Range Default Network SecurityJitcmode System Flag 17-31 Timoutin Minutes Userlockout YES Alive Timeout SessionWindowin Minutes Lastlogin YES Attempts User 17-32 Force YES YES/NO Strong Password Policy Minpassword Range Default Password Management17-33 17-34 Auto Layout ConfigurationCustomizing the Default Auto Layout Default Auto Layout is controlled by 11 flags CPLAYOUT1X2VER Default Value Possible Values17-35 CPLAYOUT1X1 CPLAYOUT1X2 CPLAYOUT1X2HOR 17-36 Predefined 17-37AUTOLAYOUT5 17-38 RMX TimeAltering the clock To Alter the RMX Time 17-39 Resource Capacity Resource Management17-40 17-41 Resource Capacity Modes 17-42 Resolution/fps Video Resources UsedResource Usage Continuous Presence WCIF/25 WSIF/30 17-43WVGA/30 WVGA/25 WSIF/60 WCIF/60 High Definition Video SwitchingVoice 17-44 17-45 Video/Voice Port ConfigurationFlexible Resource Capacity Mode Fixed Resource Capacity 17-46 Configuring the Video/Voice Resources in MPM Mode Flexible Resource Capacity Configuring the Video/Voice Resources in MPM+ ModeTo allocate Audio Only ports in MPM+ mode RMX menu, click Setup Video/Voice Port Configuration 17-48 To allocate resources in Fixed Resource Capacity mode Audio Only Resource Type Maximum17-49 17-50 17-51 Forcing Video Resource Allocation to CIF Resolution To force CIF resource To cancel the forcing of CIF resource17-52 17-53 Main toolbar, click Administration Resource ReportResource Report Displaying the Resource Report Column Description Resource Report Display in Flexible Resource Capacity ModeExample An RMX 2000 in Flexible Resource Capacity Mode has 17-54 Port Gauges Resource Report is displayed as follows17-55 Example An RMX 2000 in Fixed Resource Capacity Mode has Resource Report in Fixed Resource Capacity Mode17-56 17-57 ISDN/PSTN 17-58 Setting the Port Usage ThresholdPort Usage To Set the Port Usage Threshold 17-59 SIP Dial-in Busy Notification 17-60 Port Usage Gauges 17-61 Port Gauges in Flexible/Fixed Capacity ModesAudio Ports Gauge Video Ports Gauge To view the System Information properties box System Information17-62 RMX 17-63 17-64 Private Mibs Snmp Simple Network Management ProtocolDetailed Description MIB Management Information Base Files Standard MIBs Alarm-MIBSupport for MIB-II Sections MIB H.341 H.323 320MCU-MIB 17-67 17-68 Traps 17-69 Status Trap Content Defining the Snmp Parameters in the RMX To enable Snmp option17-70 17-71 RMX-SNMP Properties Traps dialog box opens Click the Traps tab17-72 17-73 17-74 RMX-SNMP Properties Security dialog box opens RMX Snmp Properties Security dialog box, click OK Accepted Host IP Address dialog box opens17-75 17-76 Audible AlarmsUsing Audible Alarms Audible Alarm Permissions User Customization Configuring the Audible AlarmsWhen selected all audible alarms are immediately stopped Stop Repeating Message 17-78 User Customization window opens Download Audible Alarm File window opens Replacing the Audible Alarm File17-79 17-80 17-81 Multilingual SettingCustomizing the Multilingual Setting To customize the Multilingual Setting 17-82 Banners Configuration dialog box opensBanner Display and Customization Customizing Banners 17-83 Login Screen BannerBanner Display Customize the banners by modifying the following fields 17-84 17-85 Main Screen Banner Software Management Backup and Restore Guidelines17-86 17-87 Using Software ManagementBackup Configuration dialog box opens Browse to the Backup Directory Path and then click Backup 17-88 Browse to the Install Path and then click Install 17-89 Using PingPing RMX To Ping a network entity from the RMX 17-90 Modify or complete the following fields To configure the notifications Notification Settings17-91 17-92 Following notification options are displayed 17-93 Logger Diagnostic Files Retrieving the Logger Files Following tasks can be performedFile name structure File name format Viewing the Logger File contents 17-96 AuditorAuditor Files Auditor Event History File Storage Auditor Files dialog box is displayed Retrieving Auditor Files17-97 17-98 To retrieve files for storage on a workstationClick Retrieve Files To open the file in the Auditor File Viewer Auditor File Viewer is displayed Auditor File Viewer17-99 17-100 Following fields are displayed for each event Mkdir Http 17-101GET Http PUT Http To open an auditor event file stored on the workstation Alerts and FaultsLists Alerts and Faults that are recorded by the Auditor Audit Events 17-103 Lists Transactions that are recorded by the Auditor Transactions17-104 17-105 ActiveX Bypass Installing ActiveX17-106 17-107 To reset the RMX Resetting the RMX17-108 17-109 18-1 Viewing the Status of the Hardware Components 18-2 18-3 HW Monitor Pane ToolbarButton Name Description Hardware Properties dialog box has the following structure Viewing Hardware RMX 2000 Component’s Properties18-4 18-5 To view the MCU Properties 18-6 18-7 18-8 To view the Card Properties 18-9 Backplane Properties To View the Supporting Hardware Components Properties18-10 Fans Field Description General SettingsFAN Properties 18-11 18-12 LAN 0, LAN 1, LAN 2 Properties 18-13 Viewing Hardware RMX 4000 Component’s Properties 18-14 18-15 18-16 18-17 18-18 18-19 Backplane+ Properties 18-20 18-21 18-22 Diagnostic Mode To run Diagnostics on a Hardware Component Performing Diagnostics18-23 18-24 18-25 Click the Run Selected Tests button MCU Monitor Diagnostics Monitoring18-26 18-27 Cards Monitor 18-28 Error Buffer IP Disconnection Causes Appendix a Appendix A-Disconnection Causes Disconnection Cause Description Not wish to take the call at this time Disconnection Cause Description Returned Disconnection Cause Description Disconnection Cause Description Disconnection Cause Description Disconnection Cause Number Summary Description Isdn Disconnection Causes Disconnection Cause Number Summary Description Enquiry Status CUG Number Summary Description Disconnection Cause Suspended a Resume message cannot be executed by 100 Message with Appendix A-Disconnection Causes Appendix B Alarms Alarm Code Alarm Description CPU slot ID not identified Encryption Server Error. Failed to Alarm Code Alarm Description Free space percentage% free space Blocks Alarm Code Alarm Description GUI System configuration file is invalid Alarm Code Alarm Description Alarm Code Alarm Description Polycom RMX 2000/4000 Administrator’s Guide Produce a Redalarm Alert Adding the appropriate flag is the system configuration DNS System has been configured for Jitc User Name Support cannot be used Appendix C Appendix C-CDR Fields Unformatted File Conference Summary Record Field Description Standard Event Record Fields Event Records Event Types Event Code Event Name Description Billing Code 23 H323 Participant ConnectedNEW Undefined SIP Private SIPRecording Link User Delete Party Continue IPV6 AddressTerminate User ADD Time User UpdateReconnect User SET END Continue Attend PartyOperator Move Party from Back to 2101, 2105 Defined Participant Continue 1, User UpdateUpdate Participant Continue Participant Disconnected Table C-35, Event Fields for Event On page C-22 Conference Start Continue Event Specific Fields Polycom RMX 2000/4000 Administrator’s Guide Field Description Time the conference starts, without any participant Maximum number of participants that can connect to Automatic switching between participants is enabled Table C-6 Any other number Unknown NTI TIE Trunk NTI FXATT Accunet Field Description Table C-10Event fields for Event 4 ISDN/PSTN Channel Field Description Field Description Field Description User Update Participant Field Description A dial-out connection, participant phone numbers are 323 Tel URL SIP URI User Update Participant Continue Table C-17Event fields for Event 15 H323 Call Setup Field Description Field Description Field Description SIP MCU SIP URI Name sent by the end point Table C-23Event Fields for Event 22 Dtmf Code Failure Verified by authentication Table C-28 Polycom RMX 2000/4000 Administrator’s Guide Destination Conf Field Description MCU Isdn Terminal SIP URI VIP Table C-35 Value Call Disconnection Cause Disconnection Cause Values 191 H323 call close. Remote busy Value Call Disconnection Cause Value Call Disconnection Cause Following MGC Manager events are not supported by the RMX MGC Manager Events that are not Supported by the RMX Appendix C-CDR Fields Unformatted File Appendix D Ad Hoc Conferencing without Authentication Starting a conference uses the following method Ad Hoc Conferencing without Authentication Ad Hoc Conferencing with Authentication Network Polycom RMX 2000/4000 Administrator’s Guide Conference Access with External Database Authentication Network Conference Access Validation All Participants AlwaysPage Network Conference Access Validation Chairperson Only Upon RequestPage Authentication Settings Ad Hoc Settings External Database Application Settings Flag Description and Value To set the System Configuration flags Externaldb  Set the External Server Authentication field to Numeric ID  Set the External Server Authentication field to Enabling External Database Validation for Conferences Access Appendix E Field Description Number of packets arriving out of order. The fol Out of Order Field Description Purchasing a Certificate Switching to Secure Mode Table F-1Create Certificate Request To install the certificate Installing the CertificateClick Send Details Appendix F-Secure Communication Mode Securityprotocol Enabling Secure Communication ModeWhen Secure Communications Mode is enabled Creating/Modifying System Flags Alternate Management Network Securing an External Database Appendix F-Secure Communication Mode Alternate Management Network Management Network Primary To modify the workstation’s IP addresses Configuring the WorkstationLogged in on the Management Network Separation on Polycom RMX 2000/4000 Administrator’s Guide Appendix G-Configuring Direct Connections to RMX Example IP address near 192.168.1.nn IP Address To connect directly to the RMX Connecting to the Management Network Appendix G-Configuring Direct Connections to RMX To connect to the Alternate Management Network Connecting to the Alternate Management Network Configure the modem as follows Connecting to the RMX via ModemProcedure 1 Install the RMX Manager Procedure 2 Configure the Modem To create a dial-up connection Procedure 3 Create a Dial-up Connection Appendix G-Configuring Direct Connections to RMX Polycom RMX 2000/4000 Administrator’s Guide Appendix G-Configuring Direct Connections to RMX Polycom RMX 2000/4000 Administrator’s Guide Click All Programs Procedure 4 Connect to the RMXTo Connect using the RMX Manager To use the browser To use the Windows Start menu Appendix H Open the OCS Management application Configuring the OCS for RMX 2000/4000Setting the Trusted Host and Static Route for RMX To set the RMX as trusted and define Static Routes in OCS Pool Front End Properties dialog box opens Expand the Enterprise Pools list Click the Host Authorization tab To add RMX to the Routing Roles Page To create the TLS certificate in the OCS Available Certificate Tasks window appears Delayed or Immediate Request window appearsSelect Create a New Certificate and click Next Select the Mark cert as exportable check box Name and Security Settings window appearsOrganization Information window appears Your Server’s Subject Name window appears Choose a Certification Authority window appears Geographical Information window appears Certificate Wizard Completed window appears MS R2 Assign Certificate Task window appearsClick Finish MS R2 Available Certificates window appears Select Export a certificate to a *.pfx file and click Next Export Certificate Password window appears Certificate Wizard Completed window appears To create the certPassword.txt file Load Front End Properties dialog box opens Page Service DNS Servers Addresses To configure the RMX IP Network Service Defining a SIP Network Service in the RMXPage Polycom RMX 2000/4000 Administrator’s Guide Page Default IP Service Networking IP dialog box, click OK Polycom RMX System Flag Configuration Sipfreevideoresources Flag Name Value and Description ENV Sipfastupdateinterval Conferencing entity routing name@domain name Dialing to an Entry Queue, Meeting Room or ConferenceTo dial in directly to a conference or Entry Queue Enter the conferencing entity SIP URI in the format Active Alarms Active Alarms and Troubleshooting OCS Known Issues Troubleshooting