Version 7.0.1 September 2010 DOC2560B
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 Details
Regulatory Notices
United States Federal Communication Commission FCC
RMX 2000 complies with IDA standards G0916-07
Chinese Communication Certificate Singapore Certificate
First Time Installation and Configuration
Table of Contents
System Overview
Table of Contents
Basic Operation
RMX 2000 Web Client Screen Components
Automatic Dial Out
Page
Table of Contents
System Overview
the RMX 1500/2000/4000 Administrator’s Guide included with the system
RMX 1500/2000/4000
IP Phone
Chapter 1-System Overview
ISDN 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
Dynamic Continuous Presence
RMX Main Features
CP mode conferencing is defined by
Conferencing Modes
Table 1-1 Continuous Presence - Video Layouts Continued
Telepresence Mode
Multiple Switching Modes
Video Switching
VSW mode conferencing is defined by
Video Switching
Video Resolutions
Resolution Configuration for CP
Operator Conference
Video Clarity
H.239 / People+Content
IVR-Enabled Conferencing
People+Content is Polycom’s proprietary equivalent of H.239
Entry Queue
Scheduled Conferencing / Reservations
Conferencing Capabilities and Options
On Demand Conferencing
Permanent Conference
1-11
Cascading Conferences
Gateway
Security
Media Encryption
Conference Management and Monitoring Features
Lecture Mode or Presentation Mode in Continuous Presence conferences
Far End Camera Control FECC/LSD in video conferences
1-13
Card Configuration Modes
Operator Assistance & Participant Move for conferences in CP mode
Three Card Configuration Modes are supported
1-14
Workstation Requirements
To disable Protected Mode
Windows 7 Security Settings
1-15
1-16
Internet Local intranet Trusted sites
Chapter 1-System Overview
Internet Local intranet
Internet Explorer 8 Configuration
When using Internet Explorer 8 to run the RMX Web Client or RMX
To configure Internet Explorer
Chapter 1-System Overview
1-18
The Internet Options dialog box is displayed with General tab open
5 In the Browsing history section, click the Delete button
6 Select the Temporary Internet files and Cookies check boxes
1-19
9 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
Chapter 1-System Overview
11 Select the CEMAClassLoaderCntl Object file
Prerequisites
1-21
Chapter 1-System Overview
1-22
Configure the Default IP Network Service
First Time Installation and Configuration
2 Hardware Installation and Setup
3 First Entry Power-up and Configuration
Preparations
IP Services
Default IP Service Conferencing Service
Default IP Service Conferencing Service
Parameter
IP Network Services Required Information
Factory Default
Local Network Settings
ISDN/PSTN Services
Unpacking the RMX
Unpacking the RMX
Unpacking the RMX
To 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
The LAN Configuration Utility dialog box opens
To modify the USB key settings
Subnet 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 RMX
To connect the cables For the RTM-IP 1500 module
For the RTM ISDN 1500 module
2-12
Mounting the RMX 2000 in a Rack
Installing the RMX
Do not remove the protective caps from LAN1, LAN3 and ShMG ports
2-13
Connecting Cables on the RMX
Power Cable
2-14
To install the RMX 4000 in a 19”rack Using rack brackets on the RMX
Using a shelf
Mounting the RMX 4000 in a Rack
2-15
Connecting the RMX 4000 to the Power Sources
AC 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
Connecting Cables on the RMX
2-19
First Entry Power-up and Configuration
Procedure 1 First-time Power-up
To power-up for the first time using the USB key
2-20
Procedure 2 Product Registration
Obtaining 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
Polycom RMX 1500/2000/4000 Getting Started Guide
Fast Configuration Wizard
2-23
1 Enter the required IP information in the dialog box
Field
2-24
Note This field is displayed in all IP Signaling dialog
2 Click Next
Field
2-25
3 Enter the required Routers information in the dialog box
4 Click Next
Field
2-26
Signaling Host and Shelf Management with the DNS
5 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 & SIP
2-27
6 Click Next
Primary Gatekeeper
2-28
Field
Description
Field
2-29
Select the protocol that is used for signaling between
13 Enter the required SIP Server information in the dialog box
Field
2-30
Field
Description
2-31
an ISDN/PSTN Network Service, go to Step
The IP Network Service is created and confirmed 16 Click OK
Field
2-32
17 Define the following parameters
18 Click Next
Description
2-33
The PRI Settings dialog box opens 19 Define the following parameters
Field
Description
2-34
20 Click Next The Span Definition dialog box opens
Field
Field
2-35
21 Define the following parameters
22 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 ISDN
RMX 4000 MPM1/MPM2/MPM3/MPM4
2-38
32 Enter the required System Flags information in the dialog box
2-39
Description / Default
The System Flags dialog box is displayed
33 Click Save & Close
36 In the Please wait for system reset message box, click OK
2-40
Selecting the RMX Web Client Languages
In the RMX Web Client’s Main Screen an MCU State indicator displays
1 On the RMX menu, click Setup Multilingual Setting
User Definition
2-42
RMX’s Default Conferencing Settings
Name
2-43
Entity
Description
Description
2-44
numbers range defined in the Network Service. It must be
Entity
2-45
Customizing the RMX’s Default Conferencing Settings
Chapter 2-First Time Installation and Configuration
2-46
You can schedule conferences to start in the future
Starting the RMX Web Client
Basic Operation
The Login screen contains a link to the RMX Manager installer
To start the RMX 2000 Web Client
Link to RMX Manager Installer
Conference List List Pane RMX Management Status Bar Address Book
RMX 2000 Web Client Screen Components
Conference Templates
Viewing and System Functionality Permissions
If you are logged in as a user with Chairperson permissions
Conferences List
RMX Management
List Pane
Status Bar
Participant Alerts
System Alerts
Port Usage Gauges
The High Port Usage threshold
MCU State
IP Address/Phone - of the participant
New Participant Delete Participant Import Address Book
New Group Delete Group Export Address Book
Dialing Direction - Dial-in or Dial-out
A Conference Template
Conference Templates
Displaying and Hiding the Address Book
Displaying and Hiding Conference Templates
3-11
To adjust column width
Customizing 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
Chapter 3-Basic Operation
3-14
3-15
Starting a Conference
Start a Reservation
Start any Conference Template saved in the Conference Templates list
To start a conference from the Conference pane
Starting a Conference from the Conferences Pane
3-16
Field
General Tab
3-17
2 Define the following parameters
Comma, colon and semicolon characters cannot
3-18
Field
Description
system must reserve resources
3-19
Field
Description
enough to accommodate the participants specified in
3-20
Field
Description
3-21
Participants Tab
Participants List
3-22
Column / Button
Description
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 Tab
To add information to the conference
10 Click the Information tab. The Information tab opens
11 Enter the following information
3-26
Polycom RMX 1500/2000/4000 Getting Started Guide
Starting a Reservation
To start a conference from the Reservation Calendar
3-27
The New Reservation - General tab dialog box opens
3-28
2 Click the Start Conference from Template button. or
Administrator’s Guide, Reservations” on page
Starting 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
Direct Dial-in
Connecting to a Conference
3-32
Example
H.323 Participants
SIP Participants
ISDN/PSTN Participants
3-34
Connecting to a Polycom Conference from an Outlook Meeting Invitation
Example
Entry Queue Access
3-35
H.323 Participants
Example
ISDN and PSTN Participants
3-36
SIP Participants
Manual Dial Out
Gathering Phase
Dial-out Participants
Automatic Dial Out
Textual Information
3-38
Indicator
If enabled
The Gathering Phase is not supported in Video Switching Conferences
Gathering Phase Guidelines
3-39
Content Gathering Slide
3-40
Chapter 3-Basic Operation
Endpoint Names
Text Indication in the Video Layout
3-41
3-42
To change the Display Name
Polycom RMX 1500/2000/4000 Getting Started Guide
The Participant Properties - Media Sources dialog box opens
3-43
2 Enter the new Display Name in the Name field 3 Click OK
3-44
Text Indication
3-45
Transparent Endpoint Names
Permanent Display of Endpoint Names
Closed Caption
3-46
Message Overlay
Small Text, White on red, Top, Middle
3-47
Using the buttons in the toolbars
Monitoring Ongoing Conferences
General Monitoring
Multi-selected
Multi Selection
3-48
Operations Menu
Conference Level Monitoring
Using the Chairperson Password for Filtering
To search for an ongoing conference by Chairperson Password
1 Click in the Chairperson Password field
Description
3-50
Displays conference name and type of conference
Field
Description
3-51
Content Resource Deficiency - Content will not be
Field
3-52
Roll Call/Audible Tones During an Ongoing Conference
To monitor a conference
The Conference Properties - General dialog box opens
3-53
Audio Only Message
Secured Conference Monitoring
IVRROLLCALLUSETONESINSTEADOFVOICE System Flag in system.cfg
3-54
Participant Level Monitoring
Monitoring Ongoing Gateway Sessions
Participant Connection Monitoring
Awaiting Individual Assistance - The participant
3-55
Column
Icon/Description
Icon/Description
3-56
Cascade Enabled Dial-out Participant - A special
Column
Column
3-57
Icon/Description
To preview the participant video
Video Preview
3-58
The Video Preview window opens
3-59
To extend or shorten a conference manually
Operations Performed During On Going Conferences
Conference Level operations
Changing the Duration of a Conference
1 Open the Address Book
Adding Participants from the Address Book
To 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 Template
Copy and Paste Conference
Copy Conference
3-65
Paste Conference
To paste a conference
Paste Conference. or
3-66
Paste Conference As
To 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 Guidelines
Video Forcing
3-69
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 window
3-71
Switching between participants is renewed and is audio activated
3-72
To enable or disable Video Clarity
2 Click the Video Settings tab
Enabling and Disabling Video Clarity
Button
Participant Level Operations
3-73
Menu
Description
3-74
Menu
Button
Description
3-75
Menu
Button
3-76
Copy Cut and Paste Participant
Copy Participant
To copy a participant
To cut a participant
Cut Participant
3-77
3-78
Paste Participant
Paste Participant As
To paste a participant
3-79
To paste a participant as a new participant
automatically 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
3-80
The Address Book - Participant Properties dialog box is displayed
c Right-click, and in the drop-down menu select Paste Participant As
The Participant Properties - Media Sources dialog box opens
Personal Layout Control with the RMX Web Client
To change a participant’s Video Layout and Video Forcing
3-81
To change Personal Layout with Click&View
Personal Layout Selection with Click&View
3-82
For example, if you want a four-square video layout, press
3-83
3-84
Conference Control Using DTMF Codes
DTMF String
3-85
Table 3-9 Default DTMF Codes to Manage Conferences and Participants
Operation
3-86
Requesting Help
Guidelines
Personal Conference Manager PCM
3-87
If enabled, Message Overlay is not displayed while PCM is active
3-88
Everyone /Chairperson Default DTMF Code ‘##”
3-89
Polycom RMX 1500/2000/4000 Getting Started Guide
Initiating PCM
PCM Interface
3-90
Menu Navigation - Arrow and Zoom Keys
Remote Control Device Keys
3-91
Description
DTMF Codes - Numeric Keys
3-92
Arrow Key
Table 3-11 PCM - DTMF Codes
3-93
Click&View” on page
PCM Main Menu - Level
Click&View
Invite Participant
3-95
5 Optional
A message, Press # or Zoom In to select, is displayed
Optional. To display all participants
3-96
Participants Mute/Status
Participant
To view and change the Participants Mute/Status
The status icons are summarized in Table
3-97
To control a far camera
Camera Control
3-98
To Video Force a participant’s video
Video Force
3-99
3-100
Recording
To resume recording
To use the recording functions
To start recording
To pause recording
3-102
Drop Participant
To stop recording
To disconnect a participant from the conference
To terminate a conference
Terminate Conference
3-103
Chapter 3-Basic Operation
3-104
Explanation
Glossary
Appendix A
Abbreviation
Chapter A-Glossary
Abbreviation
Explanation
Term
Term
signal can be easily recognized by a computer. The codes
Abbreviation
Explanation
Explanation
Abbreviation
Term
channels of 64 Kbps each and one D channel of 64 Kbps
Abbreviation
Explanation
Term
Explanation
Abbreviation
Term
