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Polycom DOC2560B manual System Overview, RMX 1500/2000/4000

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System Overview

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System Overview

This Getting Started Guide provides information on the installation and basic operation of your RMX system.

Chairpersons and Operators (users who start and manage conferences for other users) please read:

•Chapter 1 – System Overview

•Chapter 3 – Basic Operation

System Administrators please read:

•Chapter 1 – System Overview

•Chapter 2 – First Time Installation and Configuration

•Chapter 3 – Basic Operation

For more information on configuring and managing the system, refer to

the RMX 1500/2000/4000 Administrator’s Guide included with the system.

Unless specified differently, all screen captures, Diagrams and Figures included in this guide apply to RMX 1500, RMX 2000 and RMX 4000.

RMX 1500/2000/4000

The Polycom RMX 1500/2000/4000 Multipoint Control Unit (MCU) is a high performance, scalable, IP-network (H.323 and SIP) and ISDN/ PSTN solution that provides the user with feature-rich and easy-to-use multipoint voice and video conferencing.

The RMX MCU meets International Telecommunication Union - Telecommunication Standardization Sector, (ITU-T, formerly CCITT) standards for multipoint multimedia bridging devices, and meets ETSI standards for telecommunication products.

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Polycom DOC2560B manual System Overview, RMX 1500/2000/4000

Contents

Version 7.0.1 September 2010 DOC2560B Polycom RMX 1500/2000/4000 Getting Started GuideAll 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 FCCRMX 2000 complies with IDA standards G0916-07 Chinese Communication Certificate Singapore CertificateSystem Overview Table of ContentsFirst Time Installation and Configuration Table of Contents Basic OperationRMX 2000 Web Client Screen Components Automatic Dial Out 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 EndpointsThe RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines Dynamic Continuous Presence RMX Main FeaturesCP mode conferencing is defined by Conferencing ModesTable 1-1 Continuous Presence - Video Layouts Continued Telepresence ModeVSW mode conferencing is defined by Video SwitchingMultiple Switching Modes Video Switching Video ResolutionsResolution Configuration for CP Operator ConferenceVideo Clarity H.239 / People+ContentIVR-Enabled Conferencing People+Content is Polycom’s proprietary equivalent of H.239Entry Queue Scheduled Conferencing / Reservations Conferencing Capabilities and OptionsOn Demand Conferencing Permanent Conference1-11 Cascading ConferencesGateway SecurityMedia Encryption Conference Management and Monitoring FeaturesLecture Mode or Presentation Mode in Continuous Presence conferences Far End Camera Control FECC/LSD in video conferences1-13 Card Configuration ModesOperator Assistance & Participant Move for conferences in CP mode Three Card Configuration Modes are supported1-14 Workstation Requirements1-15 Windows 7 Security SettingsTo disable Protected Mode Chapter 1-System Overview Internet Local intranet Trusted sites1-16 Internet Local intranet Internet Explorer 8 ConfigurationWhen using Internet Explorer 8 to run the RMX Web Client or RMX To configure Internet ExplorerChapter 1-System Overview 1-18The Internet Options dialog box is displayed with General tab open 5 In the Browsing history section, click the Delete button6 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 displayedChapter 1-System Overview 1-2010 Click the View objects button 1-21 Prerequisites11 Select the CEMAClassLoaderCntl Object file Chapter 1-System Overview 1-22Configure the Default IP Network Service First Time Installation and Configuration2 Hardware Installation and Setup 3 First Entry Power-up and ConfigurationPreparations IP ServicesDefault IP Service Conferencing Service Default IP Service Conferencing ServiceParameter IP Network Services Required InformationFactory Default Local Network SettingsISDN/PSTN Services Unpacking the RMX Unpacking the RMXUnpacking the RMX To unpack and lift the RMXTwo 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 Setup2-10 Mounting the RMX 1500 in a Rack2-11 Connecting Cables on the RMXTo connect the cables For the RTM-IP 1500 module For the RTM ISDN 1500 moduleInstalling the RMX Mounting the RMX 2000 in a Rack2-12 Do not remove the protective caps from LAN1, LAN3 and ShMG ports 2-13Connecting Cables on the RMX Power Cable2-14 To install the RMX 4000 in a 19”rack Using rack brackets on the RMXUsing a shelf Mounting the RMX 4000 in a Rack2-15 Connecting the RMX 4000 to the Power SourcesAC Power Supply connections DC Power Supply connections3 Remove the transparent plastic caps on the terminal block 2-166 Replace the transparent plastic caps on the terminal block 2-17Connecting Cables on the RMX To connect the cables AC and DC systems RTM-IP2-18 2-19 First Entry Power-up and ConfigurationProcedure 1 First-time Power-up To power-up for the first time using the USB key2-20 Procedure 2 Product RegistrationObtaining the Activation Key 3 Select Product Registration2-21 Procedure 3 Connection to MCUonly if the factory default Management IP addresses were not modified 2-22Polycom RMX 1500/2000/4000 Getting Started Guide Fast Configuration Wizard2-23 1 Enter the required IP information in the dialog boxField 2-24Note This field is displayed in all IP Signaling dialog 2 Click NextField 2-253 Enter the required Routers information in the dialog box 4 Click NextField 2-26Signaling Host and Shelf Management with the DNS 5 Enter the required DNS information in the dialog box8 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 NextPrimary Gatekeeper 2-28Field DescriptionField 2-29Select the protocol that is used for signaling between 13 Enter the required SIP Server information in the dialog boxField 2-30Field DescriptionThe IP Network Service is created and confirmed 16 Click OK an ISDN/PSTN Network Service, go to Step2-31 Field 2-3217 Define the following parameters 18 Click NextDescription 2-33The PRI Settings dialog box opens 19 Define the following parameters FieldDescription 2-3420 Click Next The Span Definition dialog box opens FieldField 2-3521 Define the following parameters 22 Click NextThe Phones dialog box opens 2-362-37 28 Click Save & ContinueRTM 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 2-3832 Enter the required System Flags information in the dialog box 2-39Description / Default The System Flags dialog box is displayed2-40 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 Definition2-42 RMX’s Default Conferencing SettingsName 2-43Entity DescriptionDescription 2-44numbers range defined in the Network Service. It must be Entity2-45 Customizing the RMX’s Default Conferencing SettingsYou can schedule conferences to start in the future 2-46Chapter 2-First Time Installation and Configuration Starting the RMX Web Client Basic OperationLink 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 ListStatus Bar List PaneRMX Management Port Usage Gauges System AlertsParticipant Alerts The High Port Usage threshold MCU StateIP Address/Phone - of the participant New Participant Delete Participant Import Address BookNew Group Delete Group Export Address Book Dialing Direction - Dial-in or Dial-outA Conference Template Conference TemplatesDisplaying and Hiding the Address Book Displaying and Hiding Conference Templates3-11 To adjust column widthCustomizing the Main Screen To re-size a paneCustomizing 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 Views3-13 To expand or Collapse the Frequently Used and Rarely Used sectionsChapter 3-Basic Operation 3-143-15 Starting a ConferenceStart a Reservation Start any Conference Template saved in the Conference Templates list3-16 Starting a Conference from the Conferences PaneTo start a conference from the Conference pane Field General Tab3-17 2 Define the following parametersComma, colon and semicolon characters cannot 3-18Field Descriptionsystem must reserve resources 3-19Field Descriptionenough to accommodate the participants specified in 3-20Field Description3-21 Participants TabParticipants List 3-22Column / Button DescriptionParticipants can be added to the conference in the following methods 3-233-24 To add participants from the Address Book3-25 Information TabTo add information to the conference 10 Click the Information tab. The Information tab opens11 Enter the following information 3-26Polycom RMX 1500/2000/4000 Getting Started Guide Starting a ReservationTo start a conference from the Reservation Calendar 3-27The New Reservation - General tab dialog box opens 3-282 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 TemplateParticipants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected 3-30Click Link to Connect Dial Manually to Connect 3-313-32 Connecting to a ConferenceDirect Dial-in Example H.323 ParticipantsSIP Participants ISDN/PSTN Participants3-34 Connecting to a Polycom Conference from an Outlook Meeting InvitationExample Entry Queue Access3-35 H.323 ParticipantsExample ISDN and PSTN Participants3-36 SIP ParticipantsManual Dial Out Gathering PhaseDial-out Participants Automatic Dial OutTextual Information 3-38Indicator If enabled3-39 Gathering Phase GuidelinesThe Gathering Phase is not supported in Video Switching Conferences Chapter 3-Basic Operation 3-40Content Gathering Slide 3-41 Text Indication in the Video LayoutEndpoint Names 3-42 To change the Display NamePolycom RMX 1500/2000/4000 Getting Started Guide The Participant Properties - Media Sources dialog box opens3-43 2 Enter the new Display Name in the Name field 3 Click OK3-44 Text Indication3-45 Transparent Endpoint NamesPermanent Display of Endpoint Names Closed CaptionSmall Text, White on red, Top, Middle Message Overlay3-46 3-47 Using the buttons in the toolbarsMonitoring Ongoing Conferences General MonitoringMulti-selected Multi Selection3-48 Operations MenuConference Level Monitoring Using the Chairperson Password for FilteringTo search for an ongoing conference by Chairperson Password 1 Click in the Chairperson Password fieldDescription 3-50Displays conference name and type of conference FieldDescription 3-51Content Resource Deficiency - Content will not be Field3-52 Roll Call/Audible Tones During an Ongoing ConferenceTo monitor a conference The Conference Properties - General dialog box opens3-53 Audio Only MessageSecured Conference Monitoring IVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg3-54 Participant Level MonitoringMonitoring Ongoing Gateway Sessions Participant Connection MonitoringAwaiting Individual Assistance - The participant 3-55Column Icon/DescriptionIcon/Description 3-56Cascade Enabled Dial-out Participant - A special ColumnIcon/Description 3-57Column 3-58 Video PreviewTo preview the participant video The Video Preview window opens 3-59To extend or shorten a conference manually Operations Performed During On Going ConferencesConference Level operations Changing the Duration of a Conference1 Open the Address Book Adding Participants from the Address BookTo terminate a conference manually To drag & drop participants into the Participants List3-62 Moving Participants3-63 Moving a Participant InteractivelyTo save an ongoing conference as a template Saving an Ongoing Conference as a TemplateCopy and Paste Conference Copy Conference3-65 Paste ConferenceTo paste a conference Paste Conference. or3-66 Paste Conference AsTo paste a conference as a new conference Paste Conference As. or3-67 Changing the Video Layout of a Conference3-68 To change the video layout of a conference3-69 Video ForcingVideo Forcing Guidelines 3-70 To video force a participant to a window5 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 activated3-72 To enable or disable Video Clarity2 Click the Video Settings tab Enabling and Disabling Video ClarityButton Participant Level Operations3-73 MenuDescription 3-74Menu ButtonDescription 3-75Menu Button3-76 Copy Cut and Paste ParticipantCopy Participant To copy a participant3-77 Cut ParticipantTo cut a participant 3-78 Paste ParticipantPaste Participant As To paste a participantautomatically opens the Address Book - Participant Properties dialog box allowing the RMX user to modify the participant’s properties effectively creating a new participant. When the OK button in the Participant Properties dialog box is clicked the new participant is connected to the selected conference To paste a participant as a new participant3-79 c Right-click, and in the drop-down menu select Paste Participant As The Address Book - Participant Properties dialog box is displayed3-80 The Participant Properties - Media Sources dialog box opens Personal Layout Control with the RMX Web ClientTo change a participant’s Video Layout and Video Forcing 3-813-82 Personal Layout Selection with Click&ViewTo change Personal Layout with Click&View For example, if you want a four-square video layout, press 3-833-84 Conference Control Using DTMF CodesDTMF String 3-85Table 3-9 Default DTMF Codes to Manage Conferences and Participants Operation3-86 Requesting Help3-87 Personal Conference Manager PCMGuidelines If enabled, Message Overlay is not displayed while PCM is active 3-88Polycom RMX 1500/2000/4000 Getting Started Guide 3-89Everyone /Chairperson Default DTMF Code ‘##” 3-90 PCM InterfaceInitiating PCM 3-91 Remote Control Device KeysMenu Navigation - Arrow and Zoom Keys Description DTMF Codes - Numeric Keys3-92 Arrow KeyTable 3-11 PCM - DTMF Codes 3-93Click&View” on page PCM Main Menu - LevelClick&View Invite Participant3-95 5 OptionalA message, Press # or Zoom In to select, is displayed Optional. To display all participants3-96 Participants Mute/StatusParticipant To view and change the Participants Mute/StatusThe status icons are summarized in Table 3-973-98 Camera ControlTo control a far camera 3-99 Video ForceTo Video Force a participant’s video 3-100 RecordingTo resume recording To use the recording functionsTo start recording To pause recording3-102 Drop ParticipantTo stop recording To disconnect a participant from the conference3-103 Terminate ConferenceTo terminate a conference Chapter 3-Basic Operation 3-104Explanation GlossaryAppendix A AbbreviationChapter A-Glossary AbbreviationExplanation TermTerm signal can be easily recognized by a computer. The codesAbbreviation ExplanationTerm AbbreviationExplanation channels of 64 Kbps each and one D channel of 64 Kbps AbbreviationExplanation TermTerm AbbreviationExplanation