Polycom 4000, (RMX) 1500, 1800, 2000 Using Conference Templates

RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide

Polycom®, Inc. 365

●SIP Factories and Entry Queues cannot be saved as Conference Templates.

●The conference specified in the Conference Template can be designated as a Permanent

Conference. For more information see Permanent Conference .

Using Conference Templates

The Conference Templates list is initially displayed as a closed tab in the Collaboration Server Web Client

main window. The number of saved Conference Templates is indicated on the tab.

Clicking the tab opens the Conference Templates list.

The Conference Templates are listed by Conference Template Display Name and ID and can be sorted by

either field. The list can be customized by re-sizing the pane, adjusting the column widths or changing the

order of the column headings.

For more information see Polycom RealPresence Collaboration Server (RMX) 1500/1800/2000/4000

Getting Started Guide, Customizing the Main Screen .

Clicking the anchor pin ( ) button hides the Conference Templates list as a closed tab.

Contents

Main Trademark Information Patent Information End User License Agreement Contents Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 91 Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . 104 Page Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 177 Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 186 Page Page Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 286 Page Page Polycom Conferencing for Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . . . 385 Page Page Page Page Page Page Page Page Page Page Page Page Appendix D - Ad Hoc Conferencing and External Database Authentication . 970 Appendix G - Configuring Direct Connections to the Collaboration Server . . 989 Appendix H - Integration Into Microsoft Environments . . . . . . . . . . . . . . . . . 1002 Page Page Appendix I - Polycom Open Collaboration Network (POCN) . . . . . . . . . . . . . 1083 Page Page Overview About the RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrators Guide Who Should Read This Guide? Prerequisites How This Guide is Organized About the Polycom RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 System Page Page Network Services Guidelines IP Networks ISDN Networks (Collaboration Server 1500/2000/4000) Card Configuration Modes (Collaboration Server (RMX) 1500/2000/4000 Only) Viewing the Card Configuration Mode (RMX 1500, 2000, and 4000 only) Page Page Features Only Supported with MPMRx Cards Workstation Requirements Page Page Conferencing Modes Overview AVC Conferencing Continuous Presence (CP) Conferencing Page CP conferencing is defined in the Conference profile by setting the following main features: Video Protocol Support in CP Conferences Video Switching (VSW) Conferencing Video Switching (VSW) Conferencing Guidelines Page AVC Supplemental Conferencing Features SVC-based Conferencing Advantages of SVC Conferencing SVC Conferencing Guidelines Page MCU Supported Resolutions for SVC Conferencing Mixed CP and SVC Conferencing MCU Resource Capacities for Mixed CP and SVC Conferences Page Using Conference Profiles Conferencing Parameters Defined in a Profile Page Default Profile Settings in CP Conferencing Mode Page This Profile is automatically assigned to the following conferencing entities: Default Profile Settings in SVC Only Conferencing Mode The default settings are as follows: Default Profile Settings in a Mixed CP and SVC Conferencing Mode The default settings are as follows : Viewing the List of Conference Profiles Existing Conference Profiles are listed in the Conference Profiles list pane. To list Conference Profiles: Page Profiles Toolbar Modifying an Existing Profile To modify the Profile properties: Deleting a Conference Profile To delete a Conference Profile: Defining New Profiles To define a new Profile: Exporting and Importing Conference Profiles Guidelines for Exporting and Importing Conference Profiles Exporting Conference Profiles Exporting All Conference Profiles from an MCU To export all Conference Profiles from an MCU: Exporting Selected Conference Profiles To export selected Conference Profiles: Importing Conference Profiles To import Conference Profiles: Page Defining AVC-Based Conference Profiles Defining AVC CP Conferencing Profiles To define a new CP Profile: The New Profile General dialog box opens. 3Define the Profile name and, if required, the Profile General parameters: Page Page Page Page Page Page The New Profile Video Quality dialog box opens. 9Define the following parameters: Page Page Page 10 Click the Video Settings tab. The New Profile - Video Settings dialog box opens. 11 Define the video display mode and layout using the following parameters: Page Page Page Page 14 Define the following parameters: Page Page Page Page 20 Define the following parameters: 21 Click the Site Names tab. Page Page Page Page Page 24 Define the following fields: Page 26 Define the following parameters: Additional Information for Setting CP Profiles Gathering Phase Gathering Phase Guidelines Gathering Phase Duration Enabling the Gathering Phase Display Overlay Layouts Guidelines for using the Overlay Layouts Page Site Names Definition Site Names Display Position Page Sending Text Messages During a Conference Using Message Overlay Selecting the Chinese Font for Text Display Selecting the Chinese Font Page Defining an AVC Video Switching Conference Profile To Create a Video Switching Profile: 3Define the New Profile - General parameters: Page H.264 High Profile Support in Video Switching Conferences Guidelines Minimum Threshold Line Rate System Flags Page Defining SVC and Mixed CP and SVC Conference Profiles Defining SVC Conference Profiles To define SVC Only Profile: Page Page Page Page Page Page Page 13 If required, set the following parameters: Page Page Defining Mixed CP and SVC Conferencing Profiles To configure a mixed AVC and SVC conference: Page Video Protocols and Resolution Configuration for CP Conferencing Video Resolutions in AVC-based CP Conferencing Video Display with CIF, SD and HD Video Connections H.264 High Profile Support in CP Conferences H.264 High Profile Guidelines HD1080p60 Resolution Guidelines CP Conferencing with H.263 4CIF H.263 4CIF Guidelines The CP Resolution Decision Matrix Video Resource Usage Page Page Page Page Page Page H.264 Base Profile and High Profile Comparison H.264 Base Profile and High Profile Comparison - Sharpness Page Page Page Page Page Page Page Page Page Default Minimum Threshold Line Rates and Resource Usage Summary Resolution Configuration for CP Conferences Accessing the Resolution Configuration Dialog Box The Resolution Configuration Dialog Box in MPMx/MPMRx Card Configuration Modes Page Page Resolution Configuration - Basic Maximum CP Resolution Pane Limiting Maximum Resolution Resolution Configuration Pane Resolution Configuration - Detailed Sharpness and Motion Resolution Configuration Sliders Page Modifying the Resolution Configuration in MPMx Card Configuration Mode Flag Settings Minimum Frame Rate Threshold for SD Resolution Limiting The Maximum Negotiated Bit Rate for SD and Lower Resolutions Additional Video Resolutions in MPMx Card Configuration Mode w448p Resolution Packet Loss Compensation Enabling Support of the w448p Resolution Collaboration Server System Flag Settings Additional Intermediate Video Resolutions Sharing Content During Conferences Content Sharing Using H.239 Protocol Content Sharing Using People+Content Protocol Guidelines for Content Sharing Using People+Content Protocol Page SIP BFCP Content Capabilities Guidelines for Using SIP BFCP Content BFCP support in dial-out Connections BFCP support in dial-in Connections Video Transmission Methods for Sharing Content Content Sharing Parameters in Content Highest Common (Content Video Switching) Mode Content Settings AVC CP Content Setting Page The table above applies to single MCU (non-cascading) and non-SVC enabled conferences. SVC Only and Mixed CP and SVC Content Setting The Content channel is transmitted in Graphics mode only. Content Protocols H.263 & H.264 Auto Selection (AVC CP Conferences) H.263 (AVC CP Conferences) H.264 HD (AVC CP default) Guidelines for Sharing Content Using H.264 HD Setting the Minimum Content Rate for Each Content Quality Setting for H.264 HD Example H.264 Cascade and SVC Optimized Guidelines for Sharing Content Using H.264 Cascade and SVC Optimized Page Page Enabling H.264 Cascade and SVC Optimized Content Sharing in AVC CP Conferences Page Page Page Page Examples: Page Selecting a Customized Content Rate in AVC CP Conferences Guidelines for Selecting a Customized Content Rate To Select the Customized Content Rate: Page Modifying the Threshold Line Rate for HD Resolution Content To modify the HD Resolution Content threshold line rate: Sharing Content Using Multiple Content Resolutions Mode Guidelines for Sharing Contents using Multiple Content Resolutions Page Enabling Multiple Content Resolutions for Content Sharing To enable Multiple Content Resolutions: Sending Content to Legacy Endpoints (AVC Only) Guidelines for Sending Content to Legacy Endpoints Content Display on Legacy Endpoints Interoperability with Polycom CMA and RealPresence DMA System Enabling the Send Content to Legacy Endpoints Option Changing the Default Layout for Displaying Content on Legacy Endpoints To modify System Flags: Sending Content to Legacy Endpoints in Telepresence Mode Exclusive Content Mode Guidelines for Sharing Content in Exclusive Content Mode Stopping a Content Session To end the current Content session: Content Broadcast Control Guidelines for Controlling Content Broadcast Page To cancel token ownership: Forcing Other Content Capabilities Content Sharing via the Polycom CCS Plug-in for Microsoft Lync Clients Managing Noisy Content Connections Content Display Flags Implementing Media Encryption for Secured Conferencing Media Encryption Guidelines Mixing Encrypted and Non-encrypted Endpoints in one Conference Direct Connection to the Conference * System Flag = FORCE_ENCRYPTION_FOR_UNDEFINED_PARTICIPANT_IN_WHEN_AVAILABLE_MODE Connection to the Entry Queue * System Flag = FORCE_ENCRYPTION_FOR_UNDEFINED_PARTICIPANT_IN_WHEN_AVAILABLE_MODE Moving from the Entry Queue to Conferences or Between Conferences * System Flag = FORCE_ENCRYPTION_FOR_UNDEFINED_PARTICIPANT_IN_WHEN_AVAILABLE_MODE Recording Link Encryption Enabling Media Encryption for a Conference Setting the Encryption Flags To modify the Encryption flags: Enabling Encryption in the Profile To enable encryption at the conference level: Enabling Encryption at the Participant Level To enable encryption at the participant level: Monitoring the Encryption Status Page Setting Conferences for Telepresence Mode (AVC CP) Collaboration Server Telepresence Mode Guidelines System Level Conference Level Automatic Detection of Immersive Telepresence (ITP) Sites Page RPX and OTX Video Layouts Page Room Switch Telepresence Layouts Telepresence Display Decision Matrix Guidelines for Managing the Room Switch Telepresence Layouts by the MCU Sending Content to Legacy Endpoints in Telepresence Guidelines for Sending Content to Legacy Endpoints in Telepresence Content Display on Legacy Endpoints in Telepresence Conferences Enabling Telepresence Mode To enable Telepresence in a new or existing Conference Profile: Page Monitoring Telepresence Mode Monitoring Ongoing Conferences Page Creating Multiple Cascade Links Between Telepresence Conferences Guidelines for Creating Multiple Cascading Links between Conferences Enabling and Using Multiple Cascade Links Page Creating a Link Participant Link Participant in the Dial Out RMX Page Participant Link in the Dial In RMX Participant Link is un-defined Participant Link is a defined Monitoring Multiple Cascade Links Disconnection Causes Page Additional Conferencing Information Video Preview (AVC Participants Only) Video Preview Guidelines Workstation Requirements to Display Video Preview Testing your Workstation To ensure that your workstation can display the video preview window: Previewing the Participant Video To preview the participant video: Auto Scan and Customized Polling in Video Layout (CP Conferences Only) Guidelines for Using Auto Scan and Customized Polling Enabling the Auto Scan and Customized Polling (CP Only Conferences) Enabling the Auto Scan To enable Auto Scan: Customized Polling To define the scanning order in the Customized Polling tab: Packet Loss Compensation (LPR and DBA) AVC CP Packet Loss Causes of Packet Loss Effects of Packet Loss on Conferences Lost Packet Recovery Lost Packet Recovery Guidelines Enabling Lost Packet Recovery Page Page Network Quality Indication (AVC Endpoints) Network Quality Levels Indication Threshold Values Guidelines for Displaying the Network Quality icons Customizing Network Quality Icon Display For more information see the Manually Adding and Deleting System Flags. Lecture Mode (AVC CP Only) Enabling Lecture Mode Selecting the Conference Lecturer To select the lecturer and enable the Lecture Mode while starting the conference: To select the lecturer and enable the Lecture Mode during the ongoing conference: Enabling the Automatic Switching Lecture Mode Monitoring To control the Lecture Mode during an Ongoing Conference: Restricting Content Broadcast to Lecturer When enabled, the following rules apply: Muting Participants Except the Lecturer (AVC CP Only) Guidelines for Muting all the Participants Except the Lecturer Page Audio Algorithm Support Audio Algorithm Support Guidelines SIP Encryption Mono Stereo Audio algorithms supported for ISDN (Collaboration Server 1500/2000/4000 only) Monitoring Participant Audio Properties To view the participants properties during a conference: Page Automatic Muting of Noisy Endpoints (AVC Endpoints) Guidelines for Automatically Muting Noisy Endpoints Enabling or Disabling the Automatic Muting of Noisy Endpoints Enabling or Disabling the Automatic Muting of Noisy Endpoints at the Conference Level To disable/enable the automatic muting of noisy endpoints in the Conference Profile: Enabling or Disabling the Automatic Muting of Noisy Endpoints at the MCU Level To modify the system flag setting: Permanent Conference Page Closed Captions (AVC Endpoints) Closed Captions Guidelines Enabling Closed Captions To change the flag value: Defining Cascading Conferences Cascading Link Properties Setting the Video Layout in Cascading conferences (CP and mixed CP and SVC) Guidelines for Setting the Video Layout in Cascading Conferences Flags Controlling Cascading Layouts DTMF Forwarding Play Tone Upon Cascading Link Connection Possible Cascading Topologies Basic Cascading Basic Cascading using IP Cascaded Link Dialing Directly to a Conference Dialing to an Entry Queue Automatic Identification of the Cascading Link Basic Cascading using ISDN Cascaded Link Network Topologies Enabling Content Sharing Over ISDN Cascaded Links Gateway to Gateway Calls via ISDN Cascading Link Gateway to MCU Calls via ISDN Cascading Link MCU to MCU Calls via ISDN Cascading Link Collaboration Server Configuration Enabling ISDN Cascading Links Page Page Page Page Suppression of DTMF Forwarding System Flag Settings Star Cascading Topology Master-Slave Cascading Page Creating a Cascade Enabled Dial-out/Dial-in Participant Link To define the dial-out cascade participant link: 4Click the Advanced tab. To define a Dial-in Participant as the cascade link: Page Cascading via Entry Queue Enabling Cascading Creating the Cascade-enabled Entry Queue To Define a Cascade-Enabled Entry Queue: Creating the Dial-out Cascaded Link To define the Dial-out Cascaded Link: Page Enabling Cascaded Conferences without Password To enable cascaded links to connect without a password: Monitoring Star Cascaded Conferences Page Cascading Conferences - H.239-enabled MIH Topology MIH Cascading Levels Cascading Topologies MIH Cascading Guidelines in CP Licensing Master - Slave Conferences Video Session Mode, Line Rate and Video Settings Page MGC to Collaboration Server Cascading Method I Method II Depending on the dialing direction, the following procedures must be performed: Setting Flags on the Collaboration Server To modify the flags: Setting Flags in the MGC To modify the flags: Method II - Defining the Cascading Entry Queue in the MGC Page Page Page Defining the Cascading Conferences Defining the Dial-out Participant on the Collaboration Server Page Page Meeting Rooms Meeting Rooms List To list Meeting Rooms: The Meeting Room List columns include: Meeting Room Toolbar & Right-click Menu The Meeting Room toolbar and right-click menus provide the following functionality: Creating a New Meeting Room To create a new meeting room: Entry Queues, Ad Hoc Conferences and SIP Factories Entry Queues Default Entry Queue properties Defining a New Entry Queue Page Page Page Listing Entry Queues To view the list of Entry Queues: Modifying the EQ Properties To modify the EQ: Transit Entry Queue Setting a Transit Entry Queue To designate an Entry Queue as Transit Entry Queue: To cancel the Transit Entry Queue setting: IVR Provider Entry Queue (Shared Number Dialing) Call Flow Guidelines for setting the Entry Queue as IVR Provider Configuring the Collaboration Server as IVR Provider Entry Queue IVR Service Page Using External IVR Services via the MCCF-IVR Package Call Flows Call Flow for Standalone SIP Endpoints Call Flow for Standalone TIP Endpoints Call Flow for TIP Endpoints from a Polycom ITP System Guidelines for Using External IVR Services via the MCCF-IVR Package Configuring the MCU to Support External IVR Services via the MCCF-IVR Configuring the Entry Queue to Use External IVR Services To configure the Entry Queue for External IVR Services: SIP Factories Creating SIP Factories To create a new SIP Factory: SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers Guidelines for registering Entry Queues and SIP Factories with SIP Servers Monitoring Registration Status Ad Hoc Conferencing Page Address Book Viewing the Address Book Displaying and Hiding the Group Members in the Navigation Pane To expand the group to view the group members: To move up to the next level and view the members in the upper level: To collapse a group: Participants List Pane Information Displaying and Hiding the Address Book Adding Participants from the Address Book to Adding Individual Participants from the Address Book to Conferences To add a participant to a new conference or an ongoing conference: Adding a Group from the Address Book to Conferences To add a group to a new conference or an ongoing conference: Participant Groups Managing Groups in the Address Book To manage the groups in the Address Book: To drag a group from a location in the address book to another location: Managing the Address Book Adding a Participant to the Address Book Adding a New participant to the Address Book Directly To add a new participant to the Address Book: 3Define the following fields: Page Page 5Define the following Advanced parameters: Page Substituting E.164 Number in Dial String Guidelines for Substituting E.164 Number in Dial String Adding a Participant from an Ongoing Conference to the Address Book To add a participant from the conference to the Address Book: Modifying Participants in the Address Book To modify participant properties in the Address Book: Deleting Participants from the Address Book To delete participants from the Address Book: Copying or Moving a Participant To copy or move a participant to another group: To drag a participant from an address book group to another group: Searching the Address Book To search for participants or groups in the current selected level: Filtering the Address Book Filtering Address Book Data Using a Predefined Pattern To filter the data in an address book group: Filtering Address Book Data Using a Custom Pattern To filter the data in an address book group: Clearing the Filter To clear the filter and display all entries: Obtaining the Display Name from the Address Book Guidelines for Obtaining the Display Name from the Address Book Enabling and Disabling the Obtain Display Name from Address Book Feature To enable or disable the Obtain Display Name from Address Book option: Importing and Exporting Address Books Exporting an Address Book To Export an Address Book: Importing an Address Book To Import and Address Book: Upgrading and Downgrading Considerations (Collaboration Server 1500/2000/4000 only) Collaboration Server Side Page Scheduling Reservations Guidelines for Scheduling Reservations System Resources Reservations Using the Reservation Calendar To open the Reservation Calendar: In the RMX Management pane, click the Reservation Calendar button ( ). Toolbar Buttons The toolbar buttons functions are described in the table below. Reservations Views Week View Day View Page Page Page To return to Calendar View: Scheduling Conferences Using the Reservation Calendar Creating a New Reservation Method I To create a reservation with default duration of 1 hour: Method II To create a reservation with default duration of hour: Method III To interactively define the duration: To create a new reservation: The New Reservation General tab dialog box opens. 4 Click the Schedule tab. 5Adjust the new reservations schedule by modifying the fields as described in the table below. Page Page Managing Reservations Viewing and Modifying Reservations Using the Week and Day views of the Reservations Calendar To move the Reservation to another time slot: To change the Reservations Start time: To change the Reservations End time: To View or Modify Reservations using the Reservation Properties dialog box: Adjusting the Start Times of all Reservations Deleting Reservations To delete a single reservation: To delete all recurrences of a reservation: Searching for Reservations using Quick Search To search for reservations: To clear the search and display all reservations: Operator Assistance & Participant Move Operator Conferences Operator Conference Guidelines Defining the Components Enabling Operator Assistance Defining a Conference IVR Service with Operator Assistance Options Page Defining an Entry Queue IVR Service with Operator Assistance Options Defining a Conference Profile for an Operator Conference Page Starting an Ongoing Operator Conference To start a conference from the Conference pane: Page Page Saving an Operator Conference to a Template To save an ongoing Operator conference as a template: Starting an Operator Conference from a Template To start an ongoing Operator conference from an Operator Template: Monitoring Operator Conferences and Participants Requiring Assistance Requesting Help Participant Alerts List Audible Alarms Using Audible Alarms Moving Participants Between Conferences Move Guidelines Moving Participants Options Moving a Participant Interactively Conference Templates Using Conference Templates Toolbar Buttons Creating a New Conference Template Creating a new Conference Template from Scratch To create a new Conference Template: Page Page Page Page Page Page Page Starting an Ongoing Conference From a Template To start an ongoing conference from a Template: Starting an Operator Conference from a Template (AVC Conferencing) To start an ongoing Operator conference from an Operator Template: Scheduling a Reservation From a Conference Template To schedule a Reservation from a Conference Template: Page Deleting a Conference Template To delete Conference Templates: Exporting and Importing Conference Templates Exporting Conference Templates Exporting All Conference Templates from an MCU To export all Conference Templates from an MCU: Page Exporting Selected Conference Templates To export selected Conference Templates: Importing Conference Templates To import Conference Templates: Page Page Page Setting up the Calendaring Solution The following steps are performed to set up the Calendaring solution: To configure the Collaboration Servers Exchange Integration Configuration: Option 1 - Using default Exchange Server settings bClick OK. Option 2 - Using an alternate Primary SMTP Mailbox aDefine the following fields: bClick OK. Option 3 - Using modified Exchange Server settings Calendaring Guidelines Page Creating and Connecting to a Conference Creating a Conference Connecting to a Conference Collaboration Server Standalone Deployment Collaboration Server and Polycom RealPresence DMA System Deployment Polycom Solution Support Conference and Participant Monitoring General Monitoring Conference Level Monitoring Viewing the Properties of Ongoing CP and Mixed CP and SVC To view the parameters of an ongoing CP conference: The following information is displayed in the General tab: Page 2Click the Advanced tab. The Conference Properties - Advanced dialog box opens. 3The following information is displayed in the Advanced tab: 4Click the Gathering Settings tab. The Conference Properties - Gathering Settings dialog box opens. Page Page Page 6Click the Video Settings tab to list the video parameters. Page Page Page The Conference Properties - General dialog box with the General tab opens. 2The following information is displayed in the General tab: 3Click the Advanced tab. The Conference Properties - Advanced dialog box opens. 4The following information is displayed in the Advanced tab: 5Click the Video Quality tab. The Conference Properties - Video Quality dialog box opens. Page Page Requesting Help Request to Speak Page Participant Alerts List Participant Level Monitoring Viewing the Properties of Participants To view the participant Properties: Monitoring IP Participants Page Page Page 3Click on the Channel Status tab to view the status of the various channels. The following parameters are displayed: Page In the Channel Status - Advanced tab, channels can be selected for viewing additional information: Page 5 For H.323 AVC-based participants only - Click the Gatekeeper Status tab to view its parameters. Monitoring SIP BFCP Content Detecting SIP Endpoint Disconnection Configuring the System Flag Monitoring ISDN/PSTN Participants To view the participant properties during a conference: 1In the Participants list, right click the desired participant and select Participant Properties. The Participant Properties - Media Sources dialog box is displayed. 2Click the H.221 tab to view additional information that can help to resolve connection issues. Page Page Page The Connected Media and Channels Used fields of an Audio Only participant are displayed as follows: Page Recording Conferences Creating Multiple Virtual Recording Rooms on the RSS Configuring the Collaboration Server to Enable Recording Defining the Recording Link To define a Recording Link: Enabling the Recording Features in a Conference IVR Service To modify the default recording settings for an existing Conference IVR Service: Enabling the Recording in the Conference Profile To enable recording for a conference: Recording Link Encryption Recording Link Encryption Guidelines: Recording Link Encryption Flag Setting Recording Link Settings Managing the Recording Process Recording Link Layout Using the Collaboration Server Web Client to Manage the Recording Process To manage the recording process using the right-click menu: To manage the recording process using the Conference toolbar: Using DTMF Codes to Manage the Recording Process Conference Recording with Codian IP VCR To record a conference running on the Collaboration Server using Codian recorder: Monitoring the recording participant Users, Connections, and Notes Collaboration Server Users User Types Listing Users Adding a New User To add a new user to the system: Deleting a User Changing a Users Password To change a users password: Disabling a User To disable a user: Enabling a User To enable a user: Renaming a User To rename a user: Machine Account Guidelines for defining a machine account Monitoring Active Directory Connections Viewing the Connections List To list the users who are currently connected to the MCU: Notes Using Notes To create a note: To open or edit a note: Page IP Network Services Collaboration Server IP Network Services Overview Management Network (Primary) Default IP Service (Conferencing Service) Using IPv6 Networking Addresses for Collaboration Server Internal and External Entities IPv6 Addressing Guidelines Modifying the Management Network To view or modify the Management Network Service: 3Modify the following fields: Page 4Click the Routers tab. 5Modify the following fields: 6Click the DNS tab. 7Modify the following fields: 8Click the Security tab. 9Modify the following fields: Page Modifying the Default IP Network Service To view or modify the Default IP Service: 3Modify the following fields: Page Page Page 8To view or modify the gatekeeper parameters, click the Gatekeeper tab. 9 Modify the following fields: 10 To view or modify the ports values, click the Ports tab. Page 12 If required, click the QoS tab. Page 14 Click the SIP Servers tab. 15 Modify the following fields: Page 17 Modify the following fields: Page Page Ethernet Settings To modify the automatic LAN port configuration: Page Page 3Click OK. IP Network Monitoring To monitor signaling status: 3Click the H.323 tab. The H.323 tab displays the following fields: 4Click the SIP Servers tab. The SIP Servers tab displays the following fields: 5Click the ICE Servers tab. The ICE Servers tab displays the following fields: Page LAN Redundancy Media Redundancy Media Redundancy on RealPresence Collaboration Server (RMX) 1500 Media Redundancy on RealPresence Collaboration Server (RMX) 2000/4000 Media and Signaling Redundancy on RealPresence Collaboration Server (RMX) 1800 Signaling and Management Redundancy Signaling and Management Redundancy on RealPresence Collaboration Server (RMX) 1500 Signaling and Management Redundancy on RealPresence Collaboration Server (RMX) 4000 Management Redundancy on RealPresence Collaboration Server (RMX) 1800 Configuration Requirements RealPresence Collaboration Server (RMX) 1500 RealPresence Collaboration Server 1800 RealPresence Collaboration Server (RMX) 2000 RealPresence Collaboration Server (RMX) 4000 Hardware Monitor Indications Network Traffic Control SIP Proxy Failover With Polycom Distributed Media Application (DMA) 7000 RealPresence Collaboration Server (RMX) Network Port Usage Page Defining ISDN/PSTN Network Services IISDN/PSTN Network Services Overview Supported Capabilities and Conferencing Features: Non Supported Capabilities and Conferencing Features: Adding/Modifying ISDN/PSTN Network Services Obtaining ISDN/PSTN required information To Add an ISDN/PSTN Network Service: The Fast Configuration Wizard sequence begins with the ISDN/PSTN dialog box: 3Define the following parameters: 4Click Next. The PRI Settings dialog box is displayed: 5Define the following parameters: Page Page Page Modifying an ISDN/PSTN Network Service To Modify an ISDN/PSTN Network Service: Page Network Security RealPresence Collaboration Server (RMX) 1500/RealPresence Collaboration Server (RMX) 4000 RealPresence Collaboration Server 1800 RealPresence Collaboration Server (RMX) 2000 Multiple Network Services Page Page Page Resource Allocation and Capacity First Time Installation and Configuration Upgrading to Multiple Services Gather Network Equipment and Address Information - IP Network Services Required Information RealPresence Collaboration Server (RMX) Hardware Installation RealPresence Collaboration Server (RMX) 4000 Multiple Services Configuration Connecting the cables to the RTM IP 4000: Connecting the cables to the RTM LAN: RealPresence Collaboration Server (RMX) 2000 Multiple Services Configuration Connecting the cables to the RTM IP: Connecting the cables to the RTM LAN: RealPresence Collaboration Server (RMX) 1800 Multiple Services Configuration Connecting the cables to the RealPresence Collaboration Server 1800: RealPresence Collaboration Server (RMX) 1500 Multiple Services Configuration Connecting the cables to the RTM IP 1500: Collaboration Server Configuration System Flags and License Settings IP Network Service Definition To add new/additional Network Services: Page Page Page 8Modify the following fields: Page Setting a Network Service as Default To designate an IP Network Service as the default IP Network Service: Ethernet Settings Signaling Host IP Address and MCU Prefix in GK Indications Conference Profile Gateway Profiles Page Signaling Monitor Conferencing Defining Dial Out Participants Page Resource Report Port Usage Gauges NAT (Network Address Translation) Traversal Deployment Architectures Remote Connection Using the Internet Business to Business Connections FW (Firewall) NAT Keep Alive To enable and modify FW NAT Keep Alive: System Configuration in SBC environments Page IVR Services IVR Services List To view the IVR Services list: Page IVR Services Toolbar Adding Languages To add a language: Uploading a Message File to the Collaboration Server To upload messages to the MCU: Defining a New Conference IVR Service Defining a New Conference IVR Service To define a new Conference IVR Service: 3Click the Welcome tab. The New Conference IVR Service - Welcome dialog box opens. Page 9Select the various voice messages and options for the chairperson connection. Page Page Page Page Page Page Page Page Page Page The New Conference IVR Service - DTMF Codes dialog box opens. Page Page Change to Chairperson Controlling the receipt of in-band and out-of-band DTMF Codes Entry Queue IVR Service Defining a New Entry Queue IVR Service To set up a new Entry Queue IVR Service: 3Fill in the following parameters: Page Page Page Page Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service To select the default Conference IVR Service: Page Modifying the Conference or Entry Queue IVR Service Properties To modify the properties of an IVR Service: Replacing the Music File Adding a Music File To replace the Music file: Creating Audio Prompts and Video Slides Recording an Audio Message To define the format settings for audio messages: Page To record a new audio message: Page Creating a Welcome Video Slide To create a welcome video slide: Inviting Participants using DTMF Invite Call Flow Entering Additional DTMF Codes Error Handling Enabling the Invite Participants using DTMF Option To enable the Invite Participant using DTMF on the Collaboration Server: Page The IVR Services - Video Services tab is displayed. 5Define the following parameters: 6Click the DTMF Codes tab. Disabling the Invite Participant Option To disable the Invite Participant option: External IVR Service Control IVR Services Support with TIP Protocol Guidelines for TIP Support with IVR Services Default IVR Prompts and Messages The system is shipped with the following audio prompts and messages: Page Page Page Volume Control of IVR Messages, Roll Call and Music To control the volume of IVR music, Roll Call and messages: IVR Services in TIP-Enabled Conferences IVR Services in TIP-Enabled Conferences Guidelines Entry Queue and Virtual Entry Queue Access Configuring the Conference and Entry Queue IVR Services Call Detail Record (CDR) Utility The CDR File Properties CDR File Formats Multi-Part CDR Files Enabling the Multi-Part CDR Option CDR File Contents Viewing, Retrieving and Archiving Conference Information Viewing the Conference Records To open the CDR utility: Multi-part CDR File display Refreshing the CDR List To refresh the CDR list: Retrieving and Archiving Conference CDR Records To retrieve and archive CDR records: Page Gateway Calls Gateway Functionality Call Flows IP Participants Direct Dialing Dialing from H.323 Endpoints Dialing from SIP Endpoints Gateway IVR Dialing For IP Participants Dialing from H.323 Endpoints Dialing from SIP Endpoints Direct Dialing Using IP Addresses Dial-out Calls Dial-in Calls Enabling or Disabling Direct IP Dialing Calling a SIP Endpoint in a Remote Domain ISDN Participants Dialing via Gateway IVR for ISDN Participants Dialing from ISDN/PSTN Endpoints PSTN Dial-in Using GK Prefix Direct Dial-in to Endpoints or DMA VMR using Automatically Generated Destination Numbers Calling an IP Endpoint via Gateway Interoperability with CMA Configuring the Gateway Components on the Collaboration Server Defining the IVR Service for Gateway Calls To define a new Conference IVR Service for gateway calls: Page Page Defining the Conference Profile for Gateway Calls To define a Conference Profile for Gateway Sessions: Defining the Gateway Profile To define a new Gateway Profile: System Configuration Displaying the Connection Information Enabling PSTN dial-in using GK prefix Gateway Calls Redialing Gateway Redial Guidelines Wrong Destination Number Wrong Destination Number Time-out Disconnect on Busy Disconnect on No Answer Disconnect on Wrong Number Monitoring Ongoing Gateway Sessions Connection Indications Gateway Session Parameters Connected Participant Parameters Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room To set up the Meeting Room for direct dialing in: Page Dialing to Polycom RealPresence DMA System Calling a RealPresence DMA Direct with Automatically Generated Destination Dial Strings Calling the RealPresence DMA via Gateway IVR Manual Dial String Entry Automatic Dial String Generation PSTN Dial-in Using GK Prefix Enabling PSTN dial-in using GK prefix Page RMX Manager Application Installing the RMX Manager Application Accessing or downloading the RMX Manager Installer Accessing the RMX Manager Application Installer Directly from the MCU Downloading the Installation files from Polycom Support Site Accessing the RMX Manager Installer from the Login screen Installing the RMX Manager on Your Workstation Starting the RMX Manager Application To use the browser: To use the Windows Start menu: Connecting to the MCU To connect the RMX Manager to an MCU: Page RMX Manager Main Screen MCUs Pane Page MCUs Toolbar Conferences Pane Monitoring conferences Starting a new conference Collaboration Server Management List Pane Status Bar System Alerts Participant Alerts Port Usage Gauges MCU State Address Book Conference Templates Adding MCUs to the MCUs List To add a Collaboration Server unit: Page Starting a Conference Starting a Conference from the Conferences Pane To start a conference from the Conference pane: Starting a Reservation To start a conference from the Reservation Calendar: Starting an Ongoing Conference or Reservation From a Template To start an ongoing conference or a reservation from a Template: Monitoring Conferences To list participants from several conferences (running on the same or different MCUs): Page Page Modifying the MCU Properties To view and/or modify the MCU Properties: Disconnecting an MCU To disconnect an MCU: Removing an MCU from the MCUs Pane To Remove an MCU from the list: Changing the RMX Manager Language To select a language: Import/Export RMX Manager Configuration To Export the RMX Manager Configuration: To Import the RMX Manager Configuration: Installing RMX Manager in Secure Communication Mode To install the RMX Manager: Page Page Page Page Using an Internal Certificate Authority To add the Internal Certificate Authority as a trusted Certificate Authority: Page Page Page System Alerts To view the System Alerts list: Page Participant Alerts To view the Participants Alerts list: RMX Time Altering the clock To Alter the MCU Time: Page Resource Management Resource Capacity MCU Capacities in CP Only Conferencing and SVC Only Conferencing Resource Usage in AVC CP Conferencing Resource Usage in SVC Conferencing MCU Capacities in Mixed CP and SVC Conferencing Resource Usage in Mixed CP and SVC Conferencing AVC Conferencing - Video Switching Resource Capacity (Collaboration Server 1500/2000/4000 Only) Resource Usage in AVC CP Conferencing AVC Conferencing - Voice Resource Capacity Modes Video/Voice Port Configuration - MPMRx Video/Voice Port Configuration - MPMx Flexible Resource Capacity Mode Configuring the Video/Voice Resources To allocate Voice resources: Forcing Video Resource Allocation to CIF Resolution To force CIF resource: To cancel the forcing of CIF resource: Resource Reports Displaying the Resource Report Resource Report for Collaboration Servers 1500 and 2000/4000 with MPMx media cards Port Gauges Page Resource Capacities in AVC CP, SVC and Mixed Mode Conferences in MPMx Card Configuration Mode Resource Capacities in AVC CP, SVC and Mixed Mode Conferences in MPMRx Card Configuration Mode Collaboration Server 1800 Resource Capacity Resource Capacity in Non-Mixed Conferences Resource Capacity in Mixed Conferences Collaboration Server 2000/4000 Resource Capacity ISDN/PSTN Page Port Usage Threshold Setting the Port Usage Threshold To Set the Port Usage Threshold: SIP Dial-in Busy Notification Port Usage Gauges System Information To view the System Information properties box: The System Information dialog box is displayed. SNMP (Simple Network Management Protocol) MIBs (Management Information Base) Traps MIB Files Private MIBs Support for MIB-II Sections The following table details the MIB-II sections that are supported: The Alarm-MIB MIB used to send alarms. When a trap is sent, the Alarm-MIB is used to send it. H.341-MIB (H.341 H.323) Unified MIB Page Traps Status Trap RMX MIB entities that do not generate traps. Page Defining the SNMP Parameters in the Collaboration Server To enable SNMP option: Page 10 Define the following parameters: 11 Click the Add button to add a new Manager terminal. Page Page Page 15 Define the following parameters: Hot Backup Guidelines for Implementing Hot Backup Enabling Hot Backup Using Hot Backup Triggers Guidelines for Configuring the Hot Backup Triggers Page Modifications to the Master MCU Requiring System Reset To modify the Master MCU configuration: Audible Alarms Using Audible Alarms Audible Alarm Permissions Stop Repeating Message To stop the Audible Alarm on the Collaboration Server Client or RMX Manager: Configuring the Audible Alarms User Customization To Customize the Audio Alert on the Collaboration Server Client or RMX Manager: Replacing the Audible Alarm File To replace the Audio file on the Collaboration Server Client or RMX Manager: Multilingual Setting Customizing the Multilingual Setting To customize the Multilingual Setting: Banner Display and Customization Page Non-Modifiable Banner Text Sample 1 Banner Sample 2 Banner Sample 3 Banner Sample 4 Banner Customizing Banners To customize the banners: 2Customize the banners by modifying the following fields: 3Click the OK button. Banner Display Login Screen Banner Page Software Management Backup and Restore Guidelines Using Software Management To backup configuration files: To restore configuration files: To download MCU software files: Ping the Collaboration Server Using Ping To Ping a network entity from the Collaboration Server: Notification Settings To configure the notifications: Page Logger Diagnostic Files To access the Logger Diagnostic Files: To Retrieve the Logger Files: Viewing the Logger Files: Information Collector Standard Security Mode Ultra Secure Mode Network Intrusion Detection System (NIDS) Using the Information Collector Step 1: Creating the Information Collector Compressed File To create the compressed file: Page Step 2: Saving the Compressed File Step 3: Viewing the Compressed File To view the compressed file: Auditor Auditor Files Retrieving Auditor Files To access Auditor Files: To retrieve files for storage on a workstation: Auditor File Viewer The following fields are displayed for each event: To open an auditor event file stored on the workstation: Audit Events Alerts and Faults Alerts and Faults that are recorded by the Auditor. Transactions Transactions that are recorded by the Auditor. Page ActiveX Bypass Installing ActiveX To install ActiveX components on all workstations in the network: Resetting the Collaboration Server To reset the RMX: System Configuration Flags Modifying System Flags To modify system flags: 4In the New Value field, enter the flags new value. Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Manually Adding and Deleting System Flags To add a flag: 1In the System Flags dialog box, click the New Flag button. The New Flag dialog box is displayed. Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Manually Adding Flags to the CS_MODULE_PARAMETERS Tab Page Deleting a Flag To delete a flag: Auto Layout Configuration Customizing the Default Auto Layout Page Example: LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values CS_ENABLE_EPC Flag Automatic Password Generation Flags Enabling the Automatic Generation of Passwords Page Flags Specific to Maximum Security Environments - Ultra Secure Mode Ultra Secure Mode Flag Ultra Secure Mode Enabling Ultra Secure Mode ULTRA_SECURE_MODE System Flag To modify the ULTRA_SECURE_MODE System flag value: 3In the New Value field, enter the flags new value - YES or NO. 4Click OK to close the Update Flag dialog box. 5Click OK to close the System Flags dialog box. System Flags affected by Ultra Secure Mode Page Certificate Management (PKI) Public Key Infrastructure Adding Certificates to the Certificate Repository To access the Certification Repository: Trusted Certificates To add a certificate to the repository: Option. Paste Certificate and Send Certificate Option. Send Certificate File Page Personal Certificates To add a Personal Certificate to the Certificate Repository: Page Certificate Validation CRL (Certificate Revocation List) Adding a CRL To add a CRL to the repository: Page Removing a CRL To remove a CRL: Certificate Revocation Revocation Method Self-signed Certificate Self-signed Certificate Creation SIP TCP Keep-Alive Keep Alive Frequency User and Connection Management Managing system users includes: Managing the user login process includes: Controlling the user sessions includes: Managing the System Users Managing the User Login Process Implementing Strong Passwords Password Character Composition Password Length Implementing Password Re-Use / History Rules Defining Password Aging Maximum Repeating Characters Defining Password Change Frequency Forcing Password Change Temporary User Lockout User Lockout User Login Record Controlling User Sessions Management Sessions per System Sessions per User Connection Timeout Session Timeout Banner Display and Customization Guidelines for Customizing the Login Page Banner Non-Modifiable Banner Text Sample 1 Banner Sample 2 Banner Sample 3 Banner Sample 4 Banner Customizing Banners To customize the banners: 3Click the OK button. Banner Display Login Screen Banner Main Screen Banner Securing an External Database MS Active Directory Integration Directory and Database Options Ultra Secure Mode Internal Collaboration Server database and Active Directory Standard Security Mode Enabling Active Directory Integration To configure Directory Services: The Directory Services - Configuration dialog box is displayed. 2Modify the following fields. 3Click the Role Mapping tab. Restoring the RealPresence Collaboration Server (RMX) 1500/2000/4000 Using the USB Port MLPP (Multi Level Precedence and Preemption) Enabling Precedence SIP Message Dial-in calls Page Page Page Configuring and Modifying Precedence Domains and DSCP Values To configure Precedence Settings: System Flags Monitoring Precedence Level IEEE 802.1X Authentication Certificate Repository Enabling and Configuring 802.1X Authentication System Flags Disabling 802.1X Authentication Ethernet Monitoring White List Access Enabling, Disabling and Modifying the White List To enable, disable, view or modify the White List: Page Alternative Network Address Types (ANAT) BFCP Over UDP AS-SIP Content Enabling AS-SIP Content Internet Control Message Protocol (ICMP) System Flag: ENABLE_ACCEPTING_ICMP_REDIRECT System Flag: ENABLE_SENDING_ICMP_DESTINATION_UNREACHABLE Modifying the flag values Password Encryption Upgrade / Downgrade Guidelines Page Non-hashed Passwords Self-signed Certificate Creation Media Encryption and Authentication Page Collaboration Server Hardware Monitoring Viewing the Status of the Hardware Components Page HW Monitor Pane Toolbar The following buttons appear in the tool bar of the Hardware Monitor: Viewing the Properties of RealPresence Collaboration Server (RMX) 1500 Hardware Components Page Page Page Page To View the Supporting Hardware Components Properties: Backplane Properties: Page LAN 1, LAN 2, LAN 3 Properties: Viewing the Properties of RealPresence Collaboration Server 1800 Hardware Components Page Page Page To view the resource usage on a DSP card: DSP Chip Info To view the supporting hardware components properties: Page LAN 1 and LAN 2, Properties: Resetting the RMX 1800 DSP cards To reset a DSP card: Temperature Thresholds Page Page Page Page The following information is displayed: To View the Supporting Hardware Components Properties: The Collaboration Server units RTM IP properties provides the following information: Backplane Properties: The Collaboration Server units backplane properties provides the following information: Page LAN 0, LAN 1, LAN 2 Properties: Viewing the Properties of RealPresence Collaboration Server (RMX) 4000 Hardware Components Page Page Page The following information is displayed: To View the Supporting Hardware Components Properties: The Collaboration Server units RTM IP 4000 properties provides the following information: The Collaboration Server units backplane properties provides the following information: Page LAN 0, LAN 1, LAN 2 Properties: Diagnostic Mode (RealPresence Collaboration Server (RMX) 1500/2000/4000) Connecting to the Shelf Management Server: Performing Basic Mode Diagnostics To run Basic Mode Diagnostics on a Hardware Component: Page Page 7Select the Run all Tests box and then click Run Selected Tests. Performing Advanced Mode Diagnostics To run Advanced Mode Diagnostics on a Hardware Component: Page Page Page Page Diagnostics Monitoring MCU Monitor Cards Monitor Error Buffer Temperature Thresholds Collaboration Server RTM-IP 1500/RTM-IP/RTM IP 4000 Card Properties To view the Collaboration Server RTM-IP 1500/RTM-IP/RTM IP 4000 Properties: CNTL Card Properties To view the Collaboration Server CTNL Properties: MPMx Card Properties To view the MPMx Properties: Page Appendix A - Disconnection Causes IP Disconnection Causes Page Page Page Page ISDN Disconnection Causes Page Page Page Page Appendix B - Active Alarms Page Page Page Page Page Page Page Page Page Page Page Appendix C - CDR Fields, Unformatted File The Conference Summary Record Event Records Standard Event Record Fields Event Types Page Page Page Page Event Specific Fields The following tables describe the fields which are specific to each type of event. Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Page Disconnection Cause Values Page Page MGC Manager Events that are not Supported by the Collaboration Server Appendix D - Ad Hoc Conferencing and External Database Authentication Ad Hoc Conferencing without Authentication A conference is started using one of the following method: Ad Hoc Conferencing with Authentication Entry Queue Level - Conference Initiation Validation with an External Database Application Conference Access with External Database Authentication Conference Access Validation - All Participants (Always) Conference Access Validation - Chairperson Only (Upon Request) System Settings for Ad Hoc Conferencing and External Database Authentication Ad Hoc Settings Authentication Settings MCU Configuration to Communicate with an External Database Application To set the System Configuration flags: Enabling External Database Validation for Starting New Ongoing Conferences Page Page Appendix E - Participant Properties Advanced Channel Information Page Page Appendix F- Secure Communication Mode Certificate Configuration and Management Certificate Template Requirements Certificate Requirements Secure Mode Switching to Secure Mode Purchasing and Installing a Certificate Creating/Modifying System Flags Enabling Secure Communication Mode To enable secure communications mode: Alternate Management Network Restoring Defaults Appendix G - Configuring Direct Connections to the Collaboration Server Management Network (Primary) Alternate Management Network Configuring the Workstation To modify the workstations IP addresses: Page Page Connecting to the Management Network Page Connecting to the Alternate Management Network To connect to the Alternate Management Network: Connecting to the Collaboration Server via Modem Procedure 1: Install the RMX Manager Procedure 2: Configure the Modem Configure the modem as follows: Procedure 3: Create a Dial-up Connection To create a dial-up connection: Page Page Page Page Procedure 4: Connect to the Collaboration Server Appendix H - Integration Into Microsoft Environments Overview Conferencing Entities Presence Multiple Networks Page Interactive Connectivity Establishment (ICE) ICE Guidelines Connecting to the Collaboration Server in ICE Environment Dialing Methods Integrating the Collaboration Server into the Microsoft Office Communications Server Environment Setting the Matched URI Dialing Method Office Communications Server side: Collaboration Server side: Configuring the Office Communications Server for Collaboration Server Systems Setting the Trusted Host for Collaboration Server in the Office Communications Server To set the Collaboration Server as trusted in OCS: Page Setting the Static Route for Collaboration Server in the OCS To add Collaboration Server to the Routing Roles: Page To set the Collaboration Server as trusted and define Static routes in the Load Balancer Server: Configuring the Collaboration Server System Dialing to an Entry Queue, Meeting Room or Conference Using the Matched URI Method To dial in directly to a conference or Entry Queue: Setting the Numerical Dialing Method Setting the Numerical Dialing for Collaboration Server Meeting Rooms OCS side: Collaboration Server side: Optional. Removing the Collaboration Server from the Host Authorization List To remove the definition of the Collaboration Server as trusted host from the Front End Properties: Configuring the Collaboration Server as a Routable Gateway To set up the Collaboration Server/DMA as a Voice Gateway: Establishing a Voice Route to the Collaboration Server Voice Gateway To establish the voice route: Page Configuring Office Communicator Users for Enterprise Voice Page Page Page Starting a Conferencing Call from the MOC Setting Simultaneous Numerical Dialing and Matched URI Routing To create the TLS certificate in the Office Communications Server: Page Page Page Page Page Page Optional. Creating the Certificate Password File (certPassword.txt) To create the certPassword.txt file: Supporting Remote and Federated Users in Office Communications Server ICE Environment Creating an Active Directory Account for the Collaboration Server To add the Collaboration Server user to the Active Directory: Page Enabling the Collaboration Server User Account for Office Communication Server To enable the Collaboration Server User Account for Office Communication Server: Configure the Collaboration Server for ICE dialing Configuring the Polycom-Microsoft Solution Call Admission Control (CAC) FEC Support Media Over TCP Network Error Recovery Configuring the Collaboration Server for Microsoft Integration Modify the Collaboration Server Management Network Service to Include the DNS Server To add the definition of the DNS to the Management Network in the Collaboration Server: Defining a SIP Network Service in the Collaboration Server and Installing the Security Certificate The Security Certificate The CSR Method The PFX Method Configuring the Collaboration Server IP Network Service To configure the Collaboration Server IP Network Service: Page Page CSR Method - Creating the Certificate Page CSR Method - Sending the certificate PFX Method - Sending the Certificate Page Collaboration Server System Flag Configuration Enabling the Microsoft Environment To configure the system flags on the Polycom Collaboration Server system: Page Microsoft RTV Video Protocol Support in CP Page Protocol Forcing Page Page Threshold HD Flag Settings using the RTV Video Protocol Sharing Content via the Polycom CSS Plug-in for Lync Clients Configuring the MCU for Content Sharing via the Polycom CSS Plug-in Setting the System Flag Conference Profile Settings Monitoring the Participant connection Page Page Page Page Enabling the Registration of the Conferencing Entities Creating an Active Directory Account for the Conferencing Entity To add the conferencing entity user to the Active Directory: Page Enabling the Conferencing Entity User Account for Office Communication Server or Lync Server To enable the Conferencing Entity User Account for Office Communication Server: To enable the Conferencing Entity User Account for Lync Server: Defining the Microsoft SIP Server in the IP Network Service Enabling Registration in the Conference Profile Verifying the Collaboration Server Conferencing Entity Routing Name and Profile Conferencing Entity List Page Collaboration Server Configuration for CAC Implementation Conferencing Behavior Continuous Presence Conferences Video Switching Conferences Monitoring Participant Connections Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU Conference To connect to an A/V MCU conference: Configuring the Collaboration Server for Federated (ICE) Dialing To configure the Collaboration Server for ICE Dialing: Page Page Monitoring the Connection to the STUN and Relay Servers in the ICE Environment Monitoring the Participant Connection in ICE Environment To view the channel properties of the participant: The following connection information is displayed: For a detailed description of ICE Active alarms, see ICE Active Alarms. Active Alarms and Troubleshooting Active Alarms ICE Active Alarms The following table lists these active alarms: Troubleshooting Known Issues Polycom Solution Support Page Appendix I - Polycom Open Collaboration Network (POCN) Collaboration With Ciscos Telepresence Interoperability Protocol (TIP) Deployment Architectures Single Company Model - Polycom and Cisco Infrastructure Page Page Page Page Page Company to Company Models Using a Service Provider Model 1 Page Page Multipoint call via Service Provider - Model 2 Company A Company B Page Administration Gatekeepers Standalone Polycom CMA/DMA System as a Gatekeeper Neighbored Cisco IOS and Polycom CMA/DMA Gatekeepers CUCM Cisco Equipment CUCM Polycom Equipment Configuring the Collaboration Server Configuring DMA Configuring CMA Configuring Endpoints Configuring Entry Queues and IVR Services Entry Queue and Virtual Entry Queue Access Procedure 1: Set the MIN_TIP_COMPATIBILITY_LINE_RATE System Flag Procedure 2: Configuring Collaboration Server to statically route outbound SIP calls to DMA or CUCM Page Procedure 4: Configuring a TIP Enabled Profile on the Collaboration Server Page Page Page Page Content Sharing Behavior Polycom Immersive Telepresence Systems (ITP) Version 3.0.3: Polycom video conferencing endpoints (HDX) Version 3.0.3: Cisco TelePresence System (CTS) Versions 1.7 / 1.8: Procedure 5: Configuring an Ad Hoc Entry Queue on the Collaboration Server if DMA is not used Page Collaboration with Microsoft and Cisco Page Page Page Page Administration DMA Microsoft Lync Server CUCM Solution Interoperability Table Page TIP Layout Support & Resource Usage Supported TIP Resolutions and Resource Allocation Supported Resolutions Resource Allocation Configuring the Microsoft, Cisco and Polycom Components Page Page Page Page Content Sharing Behavior Polycom Immersive Telepresence Systems (ITP) Version 3.0.3: Polycom video conferencing endpoints (HDX) Version 3.0.3: Cisco TelePresence System (CTS) Versions 1.7 / 1.8: Encryption Page To enable DTLS negotiation for content encryption: Page Resolution Configuration Endpoints Operations During Ongoing Conferences Monitoring CTS Participants Page Lync Participants (RTV) Known Limitations Page Appendix J - Restoring Defaults Standard Restore Comprehensive Restore Restoring Factory Defaults To Restore Factory Default Settings using Administration Tools in the Collaboration Server menu: Page USB Restore Recovery Operations Performed Using a USB Device Recovery Options Comprehensive Restore to Factory Defaults Performing a Comprehensive Restore to Factory Defaults To perform a Comprehensive Restore to Factory Defaults: Step 1: Backup Configuration Files To backup configuration files: Step 2: Configure a Workstation for Direct Connection Page Page Step 3: Connect the RMX to the Workstation Page Step 11: Unplug the USB device. Step 12: Restart the RMX. Step 13: Restore the System Configuration From the Backup. To restore configuration files: Step 14: Restart the RMX. Emergency CRL (Certificate Revocation List) Update To perform an Emergency CRL Update procedure: Step 1: Download and save the updated CRL files from the CA Server. Step 2: Disable Secure Communications mode Step 3: Open the Certification Repository. Step 4: Update the CRL files. Step 5: Update the repository. Step 6: Re-connect to the RMX. Step 7: Re-enable Secured Communications Mode. Page Appendix K - SIP RFC Support Page Appendix L - Homologation for Brazil H.323 & SIP Protocol Flag Options H.323 & SIP Flag Settings Flag name: SIP_TIMERS_SET_INDEX Flag name: H323_TIMERS_SET_INDEX Flag name: DISABLE_DUMMY_REGISTRATION