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Polycom DOC2560B manual Workstation Requirements, 1-14

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Chapter 1-System Overview

Workstation Requirements

The RMX Web Client and RMX Manager applications can be installed in an environment that meets the following requirements:

•Minimum Hardware – Intel® Pentium® III, 1 GHz or higher, 1024 MB RAM, 500 MB free disk space.

•Workstation Operating System – Microsoft® Windows® XP, Vista®, Windows® 7.

•Network Card – 10/100 Mbps.

•Web Browser - Microsoft® Internet Explorer® Version 6 or higher.

.Net Framework 2.0 is required and installed automatically.

If ActiveX installation is blocked please see the RMX 1500/2000/4000 Administrator’s Guide, "ActiveX Bypass” on page 18-113.

When installing the RMX Web Client, Windows Explorer >Internet Options>

Security Settings must be set to Medium or less.

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Polycom DOC2560B manual Workstation Requirements, 1-14

Contents

Polycom RMX 1500/2000/4000 Getting Started Guide Version 7.0.1 September 2010 DOC2560BAll other trademarks are the property of their respective owners United States Safety Construction Details Regulatory NoticesUnited States Federal Communication Commission FCC CE Mark R&TTE DirectiveChinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07Table of Contents First Time Installation and ConfigurationSystem Overview Basic Operation Table of ContentsRMX 2000 Web Client Screen Components Automatic Dial Out Page Table of Contents the RMX 1500/2000/4000 Administrator’s Guide included with the system System OverviewRMX 1500/2000/4000 Chapter 1-System Overview ISDN EndpointsE1/T1 PRI Lines RMX 1500/2000/4000 RMX Web Client LAN Endpoints IP PhoneThe RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines RMX Main Features CP mode conferencing is defined byConferencing Modes Dynamic Continuous PresenceTelepresence Mode Table 1-1 Continuous Presence - Video Layouts ContinuedVideo Switching Multiple Switching ModesVSW mode conferencing is defined by Video Resolutions Resolution Configuration for CPOperator Conference Video SwitchingH.239 / People+Content IVR-Enabled ConferencingPeople+Content is Polycom’s proprietary equivalent of H.239 Video ClarityEntry Queue Conferencing Capabilities and Options On Demand ConferencingPermanent Conference Scheduled Conferencing / ReservationsCascading Conferences GatewaySecurity 1-11Conference Management and Monitoring Features Lecture Mode or Presentation Mode in Continuous Presence conferencesFar End Camera Control FECC/LSD in video conferences Media EncryptionCard Configuration Modes Operator Assistance & Participant Move for conferences in CP modeThree Card Configuration Modes are supported 1-13Workstation Requirements 1-14Windows 7 Security Settings To disable Protected Mode1-15 Internet Local intranet Trusted sites 1-16Chapter 1-System Overview Internet Explorer 8 Configuration When using Internet Explorer 8 to run the RMX Web Client or RMXTo configure Internet Explorer Internet Local intranet1-18 The Internet Options dialog box is displayed with General tab open5 In the Browsing history section, click the Delete button Chapter 1-System Overview1-19 9 In the Internet Options dialog box, click the Settings buttonThe Delete Browsing History dialog box is displayed 6 Select the Temporary Internet files and Cookies check boxes1-20 10 Click the View objects buttonChapter 1-System Overview Prerequisites 11 Select the CEMAClassLoaderCntl Object file1-21 1-22 Chapter 1-System OverviewFirst Time Installation and Configuration 2 Hardware Installation and Setup3 First Entry Power-up and Configuration Configure the Default IP Network ServiceIP Services Default IP Service Conferencing ServiceDefault IP Service Conferencing Service PreparationsIP Network Services Required Information Factory DefaultLocal Network Settings ParameterISDN/PSTN Services Unpacking the RMX Unpacking the RMXTo unpack and lift the RMX Unpacking 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 To modify the USB key settings The LAN Configuration Utility dialog box opensSubnet Mask Default Router IP Address Hardware Installation and Setup Installing the RMXMounting the RMX 1500 in a Rack 2-10Connecting Cables on the RMX To connect the cables For the RTM-IP 1500 moduleFor the RTM ISDN 1500 module 2-11Mounting the RMX 2000 in a Rack 2-12Installing the RMX 2-13 Connecting Cables on the RMXPower Cable Do not remove the protective caps from LAN1, LAN3 and ShMG portsTo install the RMX 4000 in a 19”rack Using rack brackets on the RMX Using a shelfMounting the RMX 4000 in a Rack 2-14Connecting the RMX 4000 to the Power Sources AC Power Supply connectionsDC Power Supply connections 2-152-16 3 Remove the transparent plastic caps on the terminal block2-17 6 Replace the transparent plastic caps on the terminal blockTo connect the cables AC and DC systems RTM-IP 2-18Connecting Cables on the RMX First Entry Power-up and Configuration Procedure 1 First-time Power-upTo power-up for the first time using the USB key 2-19Procedure 2 Product Registration Obtaining the Activation Key3 Select Product Registration 2-20Procedure 3 Connection to MCU 2-212-22 only if the factory default Management IP addresses were not modifiedFast Configuration Wizard 2-231 Enter the required IP information in the dialog box Polycom RMX 1500/2000/4000 Getting Started Guide2-24 Note This field is displayed in all IP Signaling dialog2 Click Next Field2-25 3 Enter the required Routers information in the dialog box4 Click Next Field2-26 Signaling Host and Shelf Management with the DNS5 Enter the required DNS information in the dialog box Field7 Select the IP Network Type H.323, SIP or H.323 & SIP 2-276 Click Next 8 Click Next 9 If you selected SIP only, go to Step2-28 FieldDescription Primary Gatekeeper2-29 Select the protocol that is used for signaling between13 Enter the required SIP Server information in the dialog box Field2-30 FieldDescription Fieldan ISDN/PSTN Network Service, go to Step 2-31The IP Network Service is created and confirmed 16 Click OK 2-32 17 Define the following parameters18 Click Next Field2-33 The PRI Settings dialog box opens 19 Define the following parametersField Description2-34 20 Click Next The Span Definition dialog box opensField Description2-35 21 Define the following parameters22 Click Next Field2-36 The Phones dialog box opens28 Click Save & Continue 2-37Slot - the MPM/MPM+/MPMx card that the RTM ISDN RMX 4000 MPM1/MPM2/MPM3/MPM42-38 RTM ISDN 1500 card is connected to RMX 2000 MPM 1/MPM22-39 Description / DefaultThe System Flags dialog box is displayed 32 Enter the required System Flags information in the dialog box36 In the Please wait for system reset message box, click OK 33 Click Save & Close2-40 In the RMX Web Client’s Main Screen an MCU State indicator displays 1 On the RMX menu, click Setup Multilingual SettingUser Definition Selecting the RMX Web Client LanguagesRMX’s Default Conferencing Settings 2-422-43 EntityDescription Name2-44 numbers range defined in the Network Service. It must beEntity DescriptionCustomizing the RMX’s Default Conferencing Settings 2-452-46 Chapter 2-First Time Installation and ConfigurationYou can schedule conferences to start in the future Basic Operation Starting the RMX Web ClientTo 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 permissionsList Pane RMX ManagementStatus Bar System Alerts Participant AlertsPort Usage Gauges MCU State The High Port Usage thresholdNew Participant Delete Participant Import Address Book New Group Delete Group Export Address BookDialing Direction - Dial-in or Dial-out IP Address/Phone - of the participantConference Templates Displaying and Hiding the Address BookDisplaying and Hiding Conference Templates A Conference TemplateTo adjust column width Customizing the Main ScreenTo re-size a pane 3-11To restore the RMX 2000 display window to its default configuration  On the RMX 2000 menu, click View Restore RMX Display DefaultsTo switch between Toolbar and List Views Customizing the RMX Management PaneTo expand or Collapse the Frequently Used and Rarely Used sections 3-133-14 Chapter 3-Basic OperationStarting a Conference Start a ReservationStart any Conference Template saved in the Conference Templates list 3-15Starting a Conference from the Conferences Pane To start a conference from the Conference pane3-16 General Tab 3-172 Define the following parameters Field3-18 FieldDescription Comma, colon and semicolon characters cannot3-19 FieldDescription system must reserve resources3-20 FieldDescription enough to accommodate the participants specified inParticipants Tab 3-213-22 Column / ButtonDescription Participants List3-23 Participants can be added to the conference in the following methodsTo add participants from the Address Book 3-24Information Tab To add information to the conference10 Click the Information tab. The Information tab opens 3-253-26 11 Enter the following informationStarting a Reservation To start a conference from the Reservation Calendar3-27 Polycom RMX 1500/2000/4000 Getting Started Guide3-28 The New Reservation - General tab dialog box opensAdministrator’s Guide, Reservations” on page Starting an Ongoing Conference From a TemplateTo start an ongoing conference from a Template 2 Click the Start Conference from Template button. or3-30 Participants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected3-31 Click Link to Connect Dial Manually to ConnectConnecting to a Conference Direct Dial-in3-32 H.323 Participants SIP ParticipantsISDN/PSTN Participants ExampleConnecting to a Polycom Conference from an Outlook Meeting Invitation 3-34Entry Queue Access 3-35H.323 Participants ExampleISDN and PSTN Participants 3-36SIP Participants ExampleGathering Phase Dial-out ParticipantsAutomatic Dial Out Manual Dial Out3-38 IndicatorIf enabled Textual InformationGathering Phase Guidelines The Gathering Phase is not supported in Video Switching Conferences3-39 3-40 Content Gathering SlideChapter 3-Basic Operation Text Indication in the Video Layout Endpoint Names3-41 To change the Display Name 3-42The Participant Properties - Media Sources dialog box opens 3-432 Enter the new Display Name in the Name field 3 Click OK Polycom RMX 1500/2000/4000 Getting Started GuideText Indication 3-44Transparent Endpoint Names Permanent Display of Endpoint NamesClosed Caption 3-45Message Overlay 3-46Small Text, White on red, Top, Middle Using the buttons in the toolbars Monitoring Ongoing ConferencesGeneral Monitoring 3-47Multi Selection 3-48Operations Menu Multi-selectedUsing the Chairperson Password for Filtering To search for an ongoing conference by Chairperson Password1 Click in the Chairperson Password field Conference Level Monitoring3-50 Displays conference name and type of conferenceField Description3-51 Content Resource Deficiency - Content will not beField DescriptionRoll Call/Audible Tones During an Ongoing Conference To monitor a conferenceThe Conference Properties - General dialog box opens 3-52Audio Only Message Secured Conference MonitoringIVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg 3-53Participant Level Monitoring Monitoring Ongoing Gateway SessionsParticipant Connection Monitoring 3-543-55 ColumnIcon/Description Awaiting Individual Assistance - The participant3-56 Cascade Enabled Dial-out Participant - A specialColumn Icon/Description3-57 ColumnIcon/Description Video Preview To preview the participant video3-58 3-59 The Video Preview window opensOperations Performed During On Going Conferences Conference Level operationsChanging the Duration of a Conference To extend or shorten a conference manuallyAdding Participants from the Address Book To terminate a conference manuallyTo drag & drop participants into the Participants List 1 Open the Address BookMoving Participants 3-62Moving a Participant Interactively 3-63Saving an Ongoing Conference as a Template Copy and Paste ConferenceCopy Conference To save an ongoing conference as a templatePaste Conference To paste a conferencePaste Conference. or 3-65Paste Conference As To paste a conference as a new conferencePaste Conference As. or 3-66Changing the Video Layout of a Conference 3-67To change the video layout of a conference 3-68Video Forcing Video Forcing Guidelines3-69 To video force a participant to a window 3-70To cancel Video Forcing for a window 3-71Switching between participants is renewed and is audio activated 5 Repeat step 3 to force participants to other windows 6 Click OKTo enable or disable Video Clarity 2 Click the Video Settings tabEnabling and Disabling Video Clarity 3-72Participant Level Operations 3-73Menu Button3-74 MenuButton Description3-75 MenuButton DescriptionCopy Cut and Paste Participant Copy ParticipantTo copy a participant 3-76Cut Participant To cut a participant3-77 Paste Participant Paste Participant AsTo paste a participant 3-78To paste a participant as a new participant 3-79automatically 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 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 The Participant Properties - Media Sources dialog box opensPersonal 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, pressConference Control Using DTMF Codes 3-843-85 Table 3-9 Default DTMF Codes to Manage Conferences and ParticipantsOperation DTMF StringRequesting Help 3-86Personal Conference Manager PCM Guidelines3-87 3-88 If enabled, Message Overlay is not displayed while PCM is active3-89 Everyone /Chairperson Default DTMF Code ‘##”Polycom RMX 1500/2000/4000 Getting Started Guide PCM Interface Initiating PCM3-90 Remote Control Device Keys Menu Navigation - Arrow and Zoom Keys3-91 DTMF Codes - Numeric Keys 3-92Arrow Key Description3-93 Table 3-11 PCM - DTMF CodesPCM Main Menu - Level Click&ViewInvite Participant Click&View” on page5 Optional A message, Press # or Zoom In to select, is displayedOptional. To display all participants 3-95Participants Mute/Status ParticipantTo view and change the Participants Mute/Status 3-963-97 The status icons are summarized in TableCamera Control To control a far camera3-98 Video Force To Video Force a participant’s video3-99 Recording 3-100To use the recording functions To start recordingTo pause recording To resume recordingDrop Participant To stop recordingTo disconnect a participant from the conference 3-102Terminate Conference To terminate a conference3-103 3-104 Chapter 3-Basic OperationGlossary Appendix AAbbreviation ExplanationAbbreviation ExplanationTerm Chapter A-Glossarysignal can be easily recognized by a computer. The codes AbbreviationExplanation TermAbbreviation ExplanationTerm Abbreviation ExplanationTerm channels of 64 Kbps each and one D channel of 64 KbpsAbbreviation ExplanationTerm