Personal Conference Manager PCM, Guidelines | Polycom DOC2560A

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Polycom DOC2560A manual Personal Conference Manager PCM, Guidelines, 3-87

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Version 7.0 August 2010 DOC2560A Polycom RMX 1500/2000/4000 Getting Started Guide All other trademarks are the property of their respective owners Regulatory Notices United States Safety Construction DetailsUnited States Federal Communication Commission FCC CE Mark R&TTE Directive RMX 2000 complies with IDA standards G0916-07 Chinese Communication Certificate Singapore Certificate Table of Contents First Time Installation and ConfigurationSystem Overview Table of Contents Basic Operation Viewing and System Functionality Permissions Gathering Phase Page Table of Contents the RMX 1500/2000/4000 Administrator’s Guide included with the system System OverviewRMX 1500/2000/4000 ISDN Endpoints Chapter 1-System OverviewE1/T1 PRI Lines RMX 1500/2000/4000 RMX Web Client LAN Endpoints IP Phone The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines Conferencing Modes RMX Main FeaturesDynamic Continuous Presence CP mode conferencing is defined by Table 1-1 Continuous Presence - Video Layouts Continued Telepresence Mode Video Switching Multiple Switching ModesVSW mode conferencing is defined by Video Resolutions Resolution Configuration for CPOperator Conference IVR-Enabled Conferencing H.239 / People+ContentPeople+Content is Polycom’s proprietary equivalent of H.239 Video Clarity Entry Queue On Demand Conferencing Conferencing Capabilities and OptionsPermanent Conference Scheduled Conferencing / Reservations Gateway Cascading ConferencesSecurity 1-11 Lecture Mode or Presentation Mode in Continuous Presence conferences Conference Management and Monitoring FeaturesFar End Camera Control FECC/LSD in video conferences Media Encryption Three Card Configuration Modes are supported Card Configuration ModesOperator Assistance & Participant Move for conferences in CP mode 1-13 1-14 Workstation Requirements Windows 7 Security Settings To disable Protected Mode1-15 1-16 Internet Local intranet Trusted sites When using Internet Explorer 8 to run the RMX Web Client or RMX Internet Explorer 8 ConfigurationTo configure Internet Explorer Internet Local intranet 1-18 The Internet Options dialog box is displayed with General tab open5 In the Browsing history section, click the Delete button 9 In the Internet Options dialog box, click the Settings button 1-19The Delete Browsing History dialog box is displayed 6 Select the Temporary Internet files and Cookies check boxes 10 Click the View objects button 1-20 Prerequisites 11 Select the CEMAClassLoaderCntl Object file1-21 1-22 2 Hardware Installation and Setup First Time Installation and Configuration3 First Entry Power-up and Configuration Configure the Default IP Network Service Default IP Service Conferencing Service IP ServicesDefault IP Service Conferencing Service Preparations Factory Default IP Network Services Required InformationLocal Network Settings Parameter ISDN/PSTN Services Unpacking the RMX Unpacking the RMXTo unpack and lift 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 To modify the USB key settings The LAN Configuration Utility dialog box opensSubnet Mask Default Router IP Address Installing the RMX Hardware Installation and Setup 2-10 Mounting the RMX 1500 in a Rack To connect the cables For the RTM-IP 1500 module Connecting Cables on the RMXFor the RTM ISDN 1500 module 2-11 2-12 Mounting the RMX 2000 in a Rack Do not remove the protective caps from LAN1, LAN3 and ShMG ports 2-13E1/T1 PRI Connection LAN 2 Connection Using a shelf To install the RMX 4000 in a 19”rack Using rack brackets on the RMXMounting the RMX 4000 in a Rack 2-14 AC Power Supply connections Connecting the RMX 4000 to the Power SourcesDC Power Supply connections 2-15 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 Procedure 1 First-time Power-up First Entry Power-up and ConfigurationTo power-up for the first time using the USB key 2-19 Obtaining the Activation Key Procedure 2 Product Registration3 Select Product Registration 2-20 2-21 Procedure 3 Connection to MCU only if the factory default Management IP addresses were not modified 2-22 Fast Configuration Wizard 2-231 Enter the required IP information in the dialog box Note This field is displayed in all IP Signaling dialog 2-242 Click Next Field 2-25 3 Enter the required Routers information in the dialog box4 Click Next 2-26 Signaling Host and Shelf Management with the DNS5 Enter the required DNS information in the dialog box 2-27 7 Select the IP Network Type H.323, SIP or H.323 & SIP6 Click Next 8 Click Next 9 If you selected SIP only, go to Step 2-28 Primary GatekeeperAliases 2-29 Select the protocol that is used for signaling between13 Enter the required SIP Server information in the dialog box 2-30 an ISDN/PSTN Network Service, go to Step 2-31The IP Network Service is created and confirmed 16 Click OK 17 Define the following parameters 2-3218 Click Next all other spans that you may later define must also The PRI Settings dialog box opens 19 Define the following parameters 2-33 20 Click Next The Span Definition dialog box opens 2-34 2-35 21 Define the following parameters22 Click Next The Phones dialog box opens 2-36 2-37 28 Click Save & Continue RMX 4000 MPM1/MPM2/MPM3/MPM4 Slot - the MPM/MPM+/MPMx card that the RTM ISDN2-38 RTM ISDN 1500 card is connected to RMX 2000 MPM 1/MPM2 Description / Default 2-39The System Flags dialog box is displayed 32 Enter the required System Flags information in the dialog box 36 In the Please wait for system reset message box, click OK 33 Click Save & Close2-40 1 On the RMX menu, click Setup Multilingual Setting In the RMX Web Client’s Main Screen an MCU State indicator displaysUser Definition Selecting the RMX Web Client Languages 2-42 RMX’s Default Conferencing Settings 2-43 numbers range defined in the Network Service. It must be 2-44endpoint upon connection to the Entry Queue and lists the Includes all the voice messages and video slides used to 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 To start the RMX 2000 Web Client The Login screen contains a link to the RMX Manager installerLink to RMX Manager Installer RMX 2000 Web Client Screen Components Conference List List Pane RMX Management Status Bar Address BookConference Templates Viewing and System Functionality Permissions If you are logged in as a user with Chairperson permissions Conferences List List Pane RMX ManagementStatus Bar System Alerts Participant AlertsPort Usage Gauges The High Port Usage threshold MCU State New Group Delete Group Export Address Book New Participant Delete Participant Import Address BookDialing Direction - Dial-in or Dial-out IP Address/Phone - of the participant Displaying and Hiding the Address Book Conference TemplatesDisplaying and Hiding Conference Templates A Conference Template Customizing the Main Screen To adjust column widthTo re-size a pane 3-11  On the RMX 2000 menu, click View Restore RMX Display Defaults To restore the RMX 2000 display window to its default configurationTo switch between Toolbar and List Views Customizing the RMX Management Pane 3-13 To expand or Collapse the Frequently Used and Rarely Used sections 3-14 Start a Reservation Starting a ConferenceStart any Conference Template saved in the Conference Templates list 3-15 Starting a Conference from the Conferences Pane To start a conference from the Conference pane3-16 General Tab 3-172 Define the following parameters 3-18 Comma, colon and semicolon characters cannotbe used in the Routing Name system must reserve resources 3-19 enough to accommodate the participants specified in 3-20 3-21 Participants Tab Column / Button 3-22Participants List A Unicode field that displays the participant’s name Participants can be added to the conference in the following methods 3-23 3-24 To add participants from the Address Book To add information to the conference Information Tab10 Click the Information tab. The Information tab opens 3-25 11 Enter the following information 3-26 Starting a Reservation To start a conference from the Reservation Calendar3-27 The New Reservation - General tab dialog box opens 3-28 Starting an Ongoing Conference From a Template Administrator’s Guide, Reservations” on pageTo start an ongoing conference from a Template 2 Click the Start Conference from Template button. or 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 Connecting to a Conference Direct Dial-in3-32 SIP Participants H.323 ParticipantsISDN/PSTN Participants Example 3-34 Connecting to a Polycom Conference from an Outlook Meeting Invitation Entry Queue Access 3-35Figure 3-2 Dial-in Connection via Entry Queue 3-36 ISDN and PSTN Participants Dial-out Participants Gathering PhaseAutomatic Dial Out Manual Dial Out Indicator 3-38If enabled Textual Information Gathering Phase Guidelines The Gathering Phase is not supported in Video Switching Conferences3-39 Content Gathering Slide 3-40 Text Indication in the Video Layout Endpoint Names3-41 3-42 To change the Display Name The Participant Properties - Media Sources dialog box opens 3-432 Enter the new Display Name in the Name field 3 Click OK 3-44 Text Indication Permanent Display of Endpoint Names Transparent Endpoint NamesClosed Caption 3-45 Message Overlay 3-46Small Text, White on red, Top, Middle Monitoring Ongoing Conferences Using the buttons in the toolbarsGeneral Monitoring 3-47 3-48 Multi SelectionOperations Menu Multi-selected To search for an ongoing conference by Chairperson Password Using the Chairperson Password for Filtering1 Click in the Chairperson Password field Conference Level Monitoring Displays conference name and type of conference 3-50Field Description Content Resource Deficiency - Content will not be 3-51 To monitor a conference Roll Call/Audible Tones During an Ongoing ConferenceThe Conference Properties - General dialog box opens 3-52 Secured Conference Monitoring Audio Only MessageIVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg 3-53 Monitoring Ongoing Gateway Sessions Participant Level MonitoringParticipant Connection Monitoring 3-54 3-55 Awaiting Individual Assistance - The participantAwaiting Conference Assistance - The participant 3-56 Cascade Enabled Dial-out Participant - A specialLecturer and Chairperson - The participant is 3-57 Video Preview To preview the participant video3-58 The Video Preview window opens 3-59 Conference Level operations Operations Performed During On Going ConferencesChanging the Duration of a Conference To extend or shorten a conference manually To terminate a conference manually Adding Participants from the Address BookTo drag & drop participants into the Participants List 1 Open the Address Book 3-62 Moving Participants 3-63 Moving a Participant Interactively Copy and Paste Conference Saving an Ongoing Conference as a TemplateCopy Conference To save an ongoing conference as a template To paste a conference Paste ConferencePaste Conference. or 3-65 To paste a conference as a new conference Paste Conference AsPaste Conference As. or 3-66 3-67 Changing the Video Layout of a Conference 3-68 To change the video layout of a conference Video Forcing Video Forcing Guidelines3-69 3-70 To video force a participant to a window 3-71 To cancel Video Forcing for a windowSwitching between participants is renewed and is audio activated 5 Repeat step 3 to force participants to other windows 6 Click OK 2 Click the Video Settings tab To enable or disable Video ClarityEnabling and Disabling Video Clarity 3-72 3-73 Participant Level OperationsMenu Button 3-74 3-75 Copy Participant Copy Cut and Paste ParticipantTo copy a participant 3-76 Cut Participant To cut a participant3-77 Paste Participant To paste a participant3-78 Paste Participant As To paste a participant as a new participant3-79 The Address Book - Participant Properties dialog box is displayed 3-80c Right-click, and in the drop-down menu select Paste Participant As Personal Layout Control with the RMX Web Client To change a participant’s Video Layout and Video Forcing3-81 Personal Layout Selection with Click&View To change Personal Layout with Click&View3-82 For example, if you want a four-square video layout, press 3-83 3-84 Conference Control Using DTMF Codes Table 3-9 Default DTMF Codes to Manage Conferences and Participants 3-85Operation DTMF String 3-86 Requesting Help Personal Conference Manager PCM Guidelines3-87 If enabled, Message Overlay is not displayed while PCM is active 3-88 Everyone /Chairperson Default DTMF Code ‘##” 3-89 PCM Interface Initiating PCM3-90 Remote Control Device Keys Menu Navigation - Arrow and Zoom Keys3-91 3-92 DTMF Codes - Numeric Keys 3-93Table 3-11 PCM - DTMF Codes Click&View PCM Main Menu - LevelInvite Participant Click&View” on page A message, Press # or Zoom In to select, is displayed 5 OptionalOptional. To display all participants 3-95 Participant Participants Mute/StatusTo view and change the Participants Mute/Status 3-96 The status icons are summarized in Table 3-97 Camera Control To control a far camera3-98 Video Force To Video Force a participant’s video3-99 3-100 Recording To start recording To use the recording functionsTo pause recording To resume recording To stop recording Drop ParticipantTo disconnect a participant from the conference 3-102 Terminate Conference To terminate a conference3-103 3-104 Abbreviation GlossaryExplanation Term Chapter A-Glossary translates LAN alias addresses of terminals and gateways signal can be easily recognized by a computer. The codes Abbreviation channels of 64 Kbps each and one D channel of 64 Kbps Abbreviation ExplanationTerm