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