Starting an Ongoing Conference From a Template

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Contents

Version 7.0 August 2010 DOC2560A Polycom RMX 1500/2000/4000 Getting Started Guide All other trademarks are the property of their respective owners CE Mark R&TTE Directive United States Safety Construction DetailsRegulatory Notices United States Federal Communication Commission FCC RMX 2000 complies with IDA standards G0916-07 Chinese Communication Certificate Singapore Certificate System Overview Table of ContentsFirst Time Installation and Configuration Table of Contents Basic Operation Viewing and System Functionality Permissions Gathering Phase Page Table of Contents RMX 1500/2000/4000 the RMX 1500/2000/4000 Administrator’s Guide included with the systemSystem Overview IP Phone Chapter 1-System OverviewISDN Endpoints E1/T1 PRI Lines RMX 1500/2000/4000 RMX Web Client LAN Endpoints The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines CP mode conferencing is defined by RMX Main FeaturesConferencing Modes Dynamic Continuous Presence Table 1-1 Continuous Presence - Video Layouts Continued Telepresence Mode VSW mode conferencing is defined by Video SwitchingMultiple Switching Modes Operator Conference Video ResolutionsResolution Configuration for CP Video Clarity H.239 / People+ContentIVR-Enabled Conferencing People+Content is Polycom’s proprietary equivalent of H.239 Entry Queue Scheduled Conferencing / Reservations Conferencing Capabilities and OptionsOn Demand Conferencing Permanent Conference 1-11 Cascading ConferencesGateway Security Media Encryption Conference Management and Monitoring FeaturesLecture Mode or Presentation Mode in Continuous Presence conferences Far End Camera Control FECC/LSD in video conferences 1-13 Card Configuration ModesThree Card Configuration Modes are supported Operator Assistance & Participant Move for conferences in CP mode 1-14 Workstation Requirements 1-15 Windows 7 Security SettingsTo disable Protected Mode 1-16 Internet Local intranet Trusted sites Internet Local intranet Internet Explorer 8 ConfigurationWhen using Internet Explorer 8 to run the RMX Web Client or RMX To configure Internet Explorer 5 In the Browsing history section, click the Delete button 1-18The Internet Options dialog box is displayed with General tab open 6 Select the Temporary Internet files and Cookies check boxes 1-199 In the Internet Options dialog box, click the Settings button The Delete Browsing History dialog box is displayed 10 Click the View objects button 1-20 1-21 Prerequisites11 Select the CEMAClassLoaderCntl Object file 1-22 Configure the Default IP Network Service First Time Installation and Configuration2 Hardware Installation and Setup 3 First Entry Power-up and Configuration Preparations IP ServicesDefault IP Service Conferencing Service Default IP Service Conferencing Service Parameter IP Network Services Required InformationFactory Default Local Network Settings ISDN/PSTN Services To unpack and lift the RMX Unpacking the RMXUnpacking the RMX Two boxes are placed on the top Stratocell, labelled 4 Remove the boxes and top Stratocell and open the anti-static plastic bag wrapping the RMX Subnet Mask Default Router IP Address To modify the USB key settingsThe LAN Configuration Utility dialog box opens Installing the RMX Hardware Installation and Setup 2-10 Mounting the RMX 1500 in a Rack 2-11 Connecting Cables on the RMXTo connect the cables For the RTM-IP 1500 module For the RTM ISDN 1500 module 2-12 Mounting the RMX 2000 in a Rack LAN 2 Connection 2-13Do not remove the protective caps from LAN1, LAN3 and ShMG ports E1/T1 PRI Connection 2-14 To install the RMX 4000 in a 19”rack Using rack brackets on the RMXUsing a shelf Mounting the RMX 4000 in a Rack 2-15 Connecting the RMX 4000 to the Power SourcesAC Power Supply connections DC Power Supply connections 3 Remove the transparent plastic caps on the terminal block 2-16 6 Replace the transparent plastic caps on the terminal block 2-17 2-18 To connect the cables AC and DC systems RTM-IP 2-19 First Entry Power-up and ConfigurationProcedure 1 First-time Power-up To power-up for the first time using the USB key 2-20 Procedure 2 Product RegistrationObtaining the Activation Key 3 Select Product Registration 2-21 Procedure 3 Connection to MCU only if the factory default Management IP addresses were not modified 2-22 1 Enter the required IP information in the dialog box Fast Configuration Wizard2-23 Field 2-24Note This field is displayed in all IP Signaling dialog 2 Click Next 4 Click Next 2-253 Enter the required Routers information in the dialog box 5 Enter the required DNS information in the dialog box 2-26Signaling Host and Shelf Management with the DNS 8 Click Next 9 If you selected SIP only, go to Step 7 Select the IP Network Type H.323, SIP or H.323 & SIP2-27 6 Click Next Aliases 2-28Primary Gatekeeper 13 Enter the required SIP Server information in the dialog box 2-29Select the protocol that is used for signaling between 2-30 The IP Network Service is created and confirmed 16 Click OK an ISDN/PSTN Network Service, go to Step2-31 all other spans that you may later define must also 2-3217 Define the following parameters 18 Click Next The PRI Settings dialog box opens 19 Define the following parameters 2-33 20 Click Next The Span Definition dialog box opens 2-34 22 Click Next 2-3521 Define the following parameters The Phones dialog box opens 2-36 2-37 28 Click Save & Continue RTM ISDN 1500 card is connected to RMX 2000 MPM 1/MPM2 Slot - the MPM/MPM+/MPMx card that the RTM ISDNRMX 4000 MPM1/MPM2/MPM3/MPM4 2-38 32 Enter the required System Flags information in the dialog box 2-39Description / Default The System Flags dialog box is displayed 2-40 36 In the Please wait for system reset message box, click OK33 Click Save & Close Selecting the RMX Web Client Languages In the RMX Web Client’s Main Screen an MCU State indicator displays1 On the RMX menu, click Setup Multilingual Setting User Definition 2-42 RMX’s Default Conferencing Settings 2-43 Includes all the voice messages and video slides used to 2-44numbers range defined in the Network Service. It must be endpoint upon connection to the Entry Queue and lists the 2-45 Customizing the RMX’s Default Conferencing Settings You can schedule conferences to start in the future 2-46 Starting the RMX Web Client Basic Operation Link to RMX Manager Installer To start the RMX 2000 Web ClientThe Login screen contains a link to the RMX Manager installer Conference Templates RMX 2000 Web Client Screen ComponentsConference List List Pane RMX Management Status Bar Address Book Viewing and System Functionality Permissions If you are logged in as a user with Chairperson permissions Conferences List Status Bar List PaneRMX Management Port Usage Gauges System AlertsParticipant Alerts The High Port Usage threshold MCU State IP Address/Phone - of the participant New Participant Delete Participant Import Address BookNew Group Delete Group Export Address Book Dialing Direction - Dial-in or Dial-out A Conference Template Conference TemplatesDisplaying and Hiding the Address Book Displaying and Hiding Conference Templates 3-11 To adjust column widthCustomizing the Main Screen To re-size a pane Customizing the RMX Management Pane To restore the RMX 2000 display window to its default configuration On the RMX 2000 menu, click View Restore RMX Display Defaults To switch between Toolbar and List Views 3-13 To expand or Collapse the Frequently Used and Rarely Used sections 3-14 3-15 Starting a ConferenceStart a Reservation Start any Conference Template saved in the Conference Templates list 3-16 Starting a Conference from the Conferences PaneTo start a conference from the Conference pane 2 Define the following parameters General Tab3-17 be used in the Routing Name 3-18Comma, colon and semicolon characters cannot system must reserve resources 3-19 enough to accommodate the participants specified in 3-20 3-21 Participants Tab A Unicode field that displays the participant’s name 3-22Column / Button Participants List Participants can be added to the conference in the following methods 3-23 3-24 To add participants from the Address Book 3-25 Information TabTo add information to the conference 10 Click the Information tab. The Information tab opens 11 Enter the following information 3-26 3-27 Starting a ReservationTo start a conference from the Reservation Calendar The New Reservation - General tab dialog box opens 3-28 2 Click the Start Conference from Template button. or Administrator’s Guide, Reservations” on pageStarting an Ongoing Conference From a Template To start an ongoing conference from a Template Participants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected 3-30 Click Link to Connect Dial Manually to Connect 3-31 3-32 Connecting to a ConferenceDirect Dial-in Example H.323 ParticipantsSIP Participants ISDN/PSTN Participants 3-34 Connecting to a Polycom Conference from an Outlook Meeting Invitation Figure 3-2 Dial-in Connection via Entry Queue Entry Queue Access3-35 3-36 ISDN and PSTN Participants Manual Dial Out Gathering PhaseDial-out Participants Automatic Dial Out Textual Information 3-38Indicator If enabled 3-39 Gathering Phase GuidelinesThe Gathering Phase is not supported in Video Switching Conferences Content Gathering Slide 3-40 3-41 Text Indication in the Video LayoutEndpoint Names 3-42 To change the Display Name 2 Enter the new Display Name in the Name field 3 Click OK The Participant Properties - Media Sources dialog box opens3-43 3-44 Text Indication 3-45 Transparent Endpoint NamesPermanent Display of Endpoint Names Closed Caption Small Text, White on red, Top, Middle Message Overlay3-46 3-47 Using the buttons in the toolbarsMonitoring Ongoing Conferences General Monitoring Multi-selected Multi Selection3-48 Operations Menu Conference Level Monitoring Using the Chairperson Password for FilteringTo search for an ongoing conference by Chairperson Password 1 Click in the Chairperson Password field Description 3-50Displays conference name and type of conference Field Content Resource Deficiency - Content will not be 3-51 3-52 Roll Call/Audible Tones During an Ongoing ConferenceTo monitor a conference The Conference Properties - General dialog box opens 3-53 Audio Only MessageSecured Conference Monitoring IVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg 3-54 Participant Level MonitoringMonitoring Ongoing Gateway Sessions Participant Connection Monitoring Awaiting Conference Assistance - The participant 3-55Awaiting Individual Assistance - The participant Lecturer and Chairperson - The participant is 3-56Cascade Enabled Dial-out Participant - A special 3-57 3-58 Video PreviewTo preview the participant video The Video Preview window opens 3-59 To extend or shorten a conference manually Operations Performed During On Going ConferencesConference Level operations Changing the Duration of a Conference 1 Open the Address Book Adding Participants from the Address BookTo terminate a conference manually To drag & drop participants into the Participants List 3-62 Moving Participants 3-63 Moving a Participant Interactively To save an ongoing conference as a template Saving an Ongoing Conference as a TemplateCopy and Paste Conference Copy Conference 3-65 Paste ConferenceTo paste a conference Paste Conference. or 3-66 Paste Conference AsTo paste a conference as a new conference Paste Conference As. or 3-67 Changing the Video Layout of a Conference 3-68 To change the video layout of a conference 3-69 Video ForcingVideo Forcing Guidelines 3-70 To video force a participant to a window 5 Repeat step 3 to force participants to other windows 6 Click OK To cancel Video Forcing for a window3-71 Switching between participants is renewed and is audio activated 3-72 To enable or disable Video Clarity2 Click the Video Settings tab Enabling and Disabling Video Clarity Button Participant Level Operations3-73 Menu 3-74 3-75 3-76 Copy Cut and Paste ParticipantCopy Participant To copy a participant 3-77 Cut ParticipantTo cut a participant 3-78 Paste ParticipantTo paste a participant 3-79 Paste Participant AsTo paste a participant as a new participant c Right-click, and in the drop-down menu select Paste Participant As The Address Book - Participant Properties dialog box is displayed3-80 3-81 Personal Layout Control with the RMX Web ClientTo change a participant’s Video Layout and Video Forcing 3-82 Personal Layout Selection with Click&ViewTo change Personal Layout with Click&View For example, if you want a four-square video layout, press 3-83 3-84 Conference Control Using DTMF Codes DTMF String 3-85Table 3-9 Default DTMF Codes to Manage Conferences and Participants Operation 3-86 Requesting Help 3-87 Personal Conference Manager PCMGuidelines If enabled, Message Overlay is not displayed while PCM is active 3-88 Everyone /Chairperson Default DTMF Code ‘##” 3-89 3-90 PCM InterfaceInitiating PCM 3-91 Remote Control Device KeysMenu Navigation - Arrow and Zoom Keys 3-92 Table 3-11 PCM - DTMF Codes DTMF Codes - Numeric Keys3-93 Click&View” on page PCM Main Menu - LevelClick&View Invite Participant 3-95 5 OptionalA message, Press # or Zoom In to select, is displayed Optional. To display all participants 3-96 Participants Mute/StatusParticipant To view and change the Participants Mute/Status The status icons are summarized in Table 3-97 3-98 Camera ControlTo control a far camera 3-99 Video ForceTo Video Force a participant’s video 3-100 Recording To resume recording To use the recording functionsTo start recording To pause recording 3-102 Drop ParticipantTo stop recording To disconnect a participant from the conference 3-103 Terminate ConferenceTo terminate a conference 3-104 Term GlossaryAbbreviation Explanation Chapter A-Glossary translates LAN alias addresses of terminals and gateways signal can be easily recognized by a computer. The codes Term channels of 64 Kbps each and one D channel of 64 Kbps Term AbbreviationExplanation

Polycom DOC2560A manual Starting an Ongoing Conference From a Template, 3-29

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