New Group Delete Group Export Address Book | Polycom DOC2560A

Address Book

				Polycom RMX 1500/2000/4000 Getting Started Guide

Address Book
				The Address Book is a list of Participants and Groups that have been defined
	Viewing Permissions
	Chairperson	Operator	Administrator	on the RMX. The information in the Address Book can be modified only by
	Chairperson	Operator	Administrator	an administrator. All RMX users can, however, view and use the Address

				Book to assign participants to conferences.
				The Address Book toolbar contains a Quick Search field and the following
				six buttons:

•New Participant

•Delete Participant

•Import Address Book

Delete Participant

New Participant

Audio Participant

Video Participant

Group

•New Group

•Delete Group

•Export Address Book

New Group

Delete Group

Import Address Book

Export Address Book

Click to hide Address Book

Quick

Search

Address Book entries are listed according to:

•Type – whether an individual Participant or a Group of participants

•Name – of the participant or group

•Dialing Direction – Dial-in or Dial-out

•IP Address/Phone – of the participant

3-9

Image 87

Polycom DOC2560A manual New Participant Delete Participant Import Address Book, New Group Delete Group Export Address Book

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 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 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 Video Switching Multiple Switching ModesVSW mode conferencing is defined by Video Resolutions Resolution Configuration for CPOperator Conference 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 Windows 7 Security Settings To disable Protected Mode1-15 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 1-18 The Internet Options dialog box is displayed with General tab open5 In the Browsing history section, click the Delete button 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 Prerequisites 11 Select the CEMAClassLoaderCntl Object file1-21 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 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 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 Fast Configuration Wizard 2-231 Enter the required IP information in the dialog box Field 2-24Note This field is displayed in all IP Signaling dialog 2 Click Next 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 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 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 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 2-35 21 Define the following parameters22 Click Next 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 36 In the Please wait for system reset message box, click OK 33 Click Save & Close2-40 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 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 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 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 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 Starting a Reservation To start a conference from the Reservation Calendar3-27 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 Connecting to a Conference Direct Dial-in3-32 Example H.323 ParticipantsSIP Participants ISDN/PSTN Participants 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 Manual Dial Out Gathering PhaseDial-out Participants Automatic Dial Out Textual Information 3-38Indicator If enabled 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 3-45 Transparent Endpoint NamesPermanent Display of Endpoint Names Closed Caption Message Overlay 3-46Small Text, White on red, Top, Middle 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 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 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 Video Forcing Video Forcing Guidelines3-69 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 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 DTMF String 3-85Table 3-9 Default DTMF Codes to Manage Conferences and Participants Operation 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” 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 Camera Control To control a far camera3-98 Video Force To Video Force a participant’s video3-99 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 Terminate Conference To terminate a conference3-103 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 Abbreviation channels of 64 Kbps each and one D channel of 64 Kbps Abbreviation ExplanationTerm