Customizing the RMX Management Pane, 3-12 | Polycom DOC2560A

To sort the data by any field (column heading):

Chapter 3-Basic Operation

To sort the data by any field (column heading):

1In the Conference list or List view pane, click on the column heading of the field to be used for sorting.

A or symbol appears in the column heading indicating that the list is sorted by this field, as well as the sort order.

2Click on the column heading to toggle the column’s sort order.

To change the order of columns in a pane:

Click the column heading to be moved and drag it to its new position. When a set of red arrows appears indicating the column’s new position, release the mouse button.

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

The RMX Management pane can be viewed either as a list or as a toolbar.

To switch between Toolbar and List Views:

In the RMX Management pane, click the Toolbar View button to switch to Toolbar view.

In the RMX Management pane, click the Toolbar View button to switch to Toolbar view.In Toolbar view, click the List View button to switch back to List view.

3-12

Image 90

Polycom DOC2560A manual Customizing the RMX Management Pane, To sort the data by any field column heading, 3-12

Contents

Polycom RMX 1500/2000/4000 Getting Started Guide Version 7.0 August 2010 DOC2560A All other trademarks are the property of their respective owners United States Federal Communication Commission FCC United States Safety Construction DetailsRegulatory Notices CE Mark R&TTE Directive Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07 Table of Contents First Time Installation and ConfigurationSystem Overview Basic Operation Table of Contents 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 E1/T1 PRI Lines RMX 1500/2000/4000 RMX Web Client LAN Endpoints Chapter 1-System OverviewISDN Endpoints IP Phone The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines Dynamic Continuous Presence RMX Main FeaturesConferencing Modes CP mode conferencing is defined by Telepresence Mode Table 1-1 Continuous Presence - Video Layouts Continued Video Switching Multiple Switching ModesVSW mode conferencing is defined by Video Resolutions Resolution Configuration for CPOperator Conference People+Content is Polycom’s proprietary equivalent of H.239 H.239 / People+ContentIVR-Enabled Conferencing Video Clarity Entry Queue Permanent Conference Conferencing Capabilities and OptionsOn Demand Conferencing Scheduled Conferencing / Reservations Security Cascading ConferencesGateway 1-11 Far End Camera Control FECC/LSD in video conferences Conference Management and Monitoring FeaturesLecture Mode or Presentation Mode in Continuous Presence conferences Media Encryption Operator Assistance & Participant Move for conferences in CP mode Card Configuration ModesThree Card Configuration Modes are supported 1-13 Workstation Requirements 1-14 Windows 7 Security Settings To disable Protected Mode1-15 Internet Local intranet Trusted sites 1-16 To configure Internet Explorer Internet Explorer 8 ConfigurationWhen using Internet Explorer 8 to run the RMX Web Client or RMX 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 The Delete Browsing History dialog box is displayed 1-199 In the Internet Options dialog box, click the Settings button 6 Select the Temporary Internet files and Cookies check boxes 1-20 10 Click the View objects button Prerequisites 11 Select the CEMAClassLoaderCntl Object file1-21 1-22 3 First Entry Power-up and Configuration First Time Installation and Configuration2 Hardware Installation and Setup Configure the Default IP Network Service Default IP Service Conferencing Service IP ServicesDefault IP Service Conferencing Service Preparations Local Network Settings IP Network Services Required InformationFactory Default 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 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 RMXTo connect the cables For the RTM-IP 1500 module 2-11 Mounting the RMX 2000 in a Rack 2-12 E1/T1 PRI Connection 2-13Do not remove the protective caps from LAN1, LAN3 and ShMG ports LAN 2 Connection Mounting the RMX 4000 in a Rack To install the RMX 4000 in a 19”rack Using rack brackets on the RMXUsing a shelf 2-14 DC Power Supply connections Connecting the RMX 4000 to the Power SourcesAC 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 To connect the cables AC and DC systems RTM-IP 2-18 To power-up for the first time using the USB key First Entry Power-up and ConfigurationProcedure 1 First-time Power-up 2-19 3 Select Product Registration Procedure 2 Product RegistrationObtaining 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 Fast Configuration Wizard 2-231 Enter the required IP information in the dialog box 2 Click Next 2-24Note This field is displayed in all IP Signaling dialog 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 6 Click Next 7 Select the IP Network Type H.323, SIP or H.323 & SIP2-27 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 18 Click Next 2-3217 Define the following parameters all other spans that you may later define must also 2-33 The PRI Settings dialog box opens 19 Define the following parameters 2-34 20 Click Next The Span Definition dialog box opens 2-35 21 Define the following parameters22 Click Next 2-36 The Phones dialog box opens 28 Click Save & Continue 2-37 2-38 Slot - the MPM/MPM+/MPMx card that the RTM ISDNRMX 4000 MPM1/MPM2/MPM3/MPM4 RTM ISDN 1500 card is connected to RMX 2000 MPM 1/MPM2 The System Flags dialog box is displayed 2-39Description / Default 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 User Definition In the RMX Web Client’s Main Screen an MCU State indicator displays1 On the RMX menu, click Setup Multilingual Setting Selecting the RMX Web Client Languages RMX’s Default Conferencing Settings 2-42 2-43 endpoint upon connection to the Entry Queue and lists the 2-44numbers range defined in the Network Service. It must be Includes all the voice messages and video slides used to Customizing the RMX’s Default Conferencing Settings 2-45 2-46 You can schedule conferences to start in the future Basic Operation Starting the RMX Web Client 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 Conferences List If you are logged in as a user with Chairperson permissions List Pane RMX ManagementStatus Bar System Alerts Participant AlertsPort Usage Gauges MCU State The High Port Usage threshold Dialing Direction - Dial-in or Dial-out New Participant Delete Participant Import Address BookNew Group Delete Group Export Address Book IP Address/Phone - of the participant Displaying and Hiding Conference Templates Conference TemplatesDisplaying and Hiding the Address Book A Conference Template To re-size a pane To adjust column widthCustomizing 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 Start any Conference Template saved in the Conference Templates list Starting a ConferenceStart a Reservation 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 3-19 system must reserve resources 3-20 enough to accommodate the participants specified in Participants Tab 3-21 Participants List 3-22Column / Button A Unicode field that displays the participant’s name 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 TabTo add information to the conference 3-25 3-26 11 Enter the following information Starting a Reservation To start a conference from the Reservation Calendar3-27 3-28 The New Reservation - General tab dialog box opens To start an ongoing conference from a Template Administrator’s Guide, Reservations” on pageStarting 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 Connecting to a Conference Direct Dial-in3-32 ISDN/PSTN Participants H.323 ParticipantsSIP Participants Example Connecting to a Polycom Conference from an Outlook Meeting Invitation 3-34 Entry Queue Access 3-35Figure 3-2 Dial-in Connection via Entry Queue ISDN and PSTN Participants 3-36 Automatic Dial Out Gathering PhaseDial-out Participants Manual Dial Out If enabled 3-38Indicator Textual Information Gathering Phase Guidelines The Gathering Phase is not supported in Video Switching Conferences3-39 3-40 Content Gathering Slide Text Indication in the Video Layout Endpoint Names3-41 To change the Display Name 3-42 The Participant Properties - Media Sources dialog box opens 3-432 Enter the new Display Name in the Name field 3 Click OK Text Indication 3-44 Closed Caption Transparent Endpoint NamesPermanent Display of Endpoint Names 3-45 Message Overlay 3-46Small Text, White on red, Top, Middle General Monitoring Using the buttons in the toolbarsMonitoring Ongoing Conferences 3-47 Operations Menu Multi Selection3-48 Multi-selected 1 Click in the Chairperson Password field Using the Chairperson Password for FilteringTo search for an ongoing conference by Chairperson Password Conference Level Monitoring Field 3-50Displays conference name and type of conference Description 3-51 Content Resource Deficiency - Content will not be The Conference Properties - General dialog box opens Roll Call/Audible Tones During an Ongoing ConferenceTo monitor a conference 3-52 IVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg Audio Only MessageSecured Conference Monitoring 3-53 Participant Connection Monitoring Participant Level MonitoringMonitoring Ongoing Gateway Sessions 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 3-59 The Video Preview window opens Changing the Duration of a Conference Operations Performed During On Going ConferencesConference Level operations To extend or shorten a conference manually To drag & drop participants into the Participants List Adding Participants from the Address BookTo 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 TemplateCopy and Paste Conference To save an ongoing conference as a template Paste Conference. or Paste ConferenceTo paste a conference 3-65 Paste Conference As. or Paste Conference AsTo 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 Video Forcing Guidelines3-69 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 window3-71 5 Repeat step 3 to force participants to other windows 6 Click OK Enabling and Disabling Video Clarity To enable or disable Video Clarity2 Click the Video Settings tab 3-72 Menu Participant Level Operations3-73 Button 3-74 3-75 To copy a participant Copy Cut and Paste ParticipantCopy 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 3-83 For example, if you want a four-square video layout, press Conference Control Using DTMF Codes 3-84 Operation 3-85Table 3-9 Default DTMF Codes to Manage Conferences and Participants DTMF String Requesting Help 3-86 Personal Conference Manager PCM Guidelines3-87 3-88 If enabled, Message Overlay is not displayed while PCM is active 3-89 Everyone /Chairperson Default DTMF Code ‘##” 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 Invite Participant PCM Main Menu - LevelClick&View Click&View” on page Optional. To display all participants 5 OptionalA message, Press # or Zoom In to select, is displayed 3-95 To view and change the Participants Mute/Status Participants Mute/StatusParticipant 3-96 3-97 The status icons are summarized in Table Camera Control To control a far camera3-98 Video Force To Video Force a participant’s video3-99 Recording 3-100 To pause recording To use the recording functionsTo start recording To resume recording To disconnect a participant from the conference Drop ParticipantTo stop recording 3-102 Terminate Conference To terminate a conference3-103 3-104 Explanation GlossaryAbbreviation Term Chapter A-Glossary signal can be easily recognized by a computer. The codes translates LAN alias addresses of terminals and gateways Abbreviation channels of 64 Kbps each and one D channel of 64 Kbps Abbreviation ExplanationTerm