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Polycom DOC2579D First Time Installation and Configuration

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First Time Installation and Configuration

First Time Installation and Configuration of the Polycom RMX 1500/2000/4000

consists of the following procedures:

1Preparations:

—Gather Network Equipment and Address Information - get the

information needed for integrating the RMX into the local

network.

—Unpack the RMX.

—Modify the Management Network parameters on the USB Key.

2Hardware Installation and Setup

—Mount the RMX in a rack.

—Connect the necessary cables.

3First Entry Power-up and Configuration

—Power up the RMX.

—Register the RMX.

—Connect to the RMX

—Configure the Default IP Network Service.

—Configure the ISDN/PSTN Network Service.

Preparations

Hardware

Installation

and

Setup

First Entry

Power-up and

Configuration

Contents

Main Page Regulatory Notices Page Table of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 First Time Installation and Configuration . . . . . . . . . . . 2-1 Audio Only Basic Configuration and Operation . . . . . 3-1 Page Page Page Page System Overview RMX 1500/2000/4000 Page System Capacities 1-4 1-5 RMX Audio Only Main Features Scheduling Interfaces Conference scheduling options Conferencing Modes Operator Conference IVR-Enabled Conferencing Entry Queue Conferencing Capabilities and Options On Demand Conferencing Scheduled Conferencing / Reservations Polycom Confer encing for Microsoft Outlook Connection Methods Cascading Conferences Gateway Security Conference Management and Monitoring Features Application features Card Configuration Modes Prerequisites Workstation Requirements Windows 7 Security Settings Page Page Internet Explorer 8 Configuration Page Page Page Page Page First Time Installation and Configuration Preparations Gather Network Equipment and Address Information IP Services Management Network Default IP Service (Conferencing Service) IP Network Services Required Information ISDN/PSTN Services Unpacking the RMX Unpacking the RMX 1500 Unpacking the RMX 2000 Unpacking the RMX 4000 Page Page Modifying the Factory Default Management Network Settings on the USB Key Hardware Installation and Setup Installing the RMX 1500 Mounting the RMX 1500 in a Rack Connecting Cables on the RMX 1500 Installing the RMX 2000 Mounting the RMX 2000 in a Rack Connecting Cables on the RMX 2000 Installing the RMX 4000 Mounting the RMX 4000 in a Rack Connecting the RMX 4000 to the Power Sources Page Page Connecting Cables on the RMX 4000 First Entry Power-up and Configuration Procedure 1: First-time Power-up Procedure 2: Product Registration Obtaining the Activation Key Procedure 3: Connection to MCU Procedure 4: Modifying the Default IP Service and ISDN/ PSTN Network Service Settings Page 2-24 2Click Next. Page 2-26 5Enter the required DNS information in the dialog box. Page 2-28 11 Click Next. 12 If you selected H.323 only, go to Step 15. Page Page Page 2-32 17 Define the following parameters: 18 Click Next. Page 2-34 20 Click Next. The Span Definition dialog box opens. Page Page Page Page 2-39 The System Flags dialog box is displayed. 32 Enter the required System Flags information in the dialog box. Page User Definition Selecting the RMX Web Client Languages RMXs Default Conferencing Settings 2-43 2-44 Customizing the RMXs Default Conferencing Settings Page Audio Only Basic Configuration and Operation Starting the RMX Web Client RMX Web Client and RMX Manager RMX Web Client Screen Components Page Conferences List List Pane RMX Management Status Bar System Alerts Participant Alerts Port Usage Gauges MCU State Address Book Displaying and Hiding the Address Book Conference Templates Displaying and Hiding Conference Templates Customizing the Main Screen Customizing the RMX Management Pane Page Resource Management Resource Capacity Resource Capacity Modes Resource Usage - Voice Resources Video/Voice Port Configuration Flexible Resource Capacity Mode Fixed Resource Capacity Configuring the Video/Voice Resources in MPM, MPM+ and MPMx Modes - Flexible Resource Capacity Resource Repo rt Displaying the Resource Report Page Page Using the Default Profile, Entry Queue and Meeting Rooms Starting a Conference Starting a Conference from the Conferences Pane 3-26 General Tab 2Define the following parameters: 3-27 3-28 3-29 Participants Tab 3-31 Page Page Page Page 3-36 3-37 3-38 Information Tab Page Page Page Starting an Ongoing Conference From a Template Page Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation Connecting to a Conference Direct Dial-in H.323 Participants SIP Participants ISDN/PSTN Participants Page Entry Queue Access H.323 Participants SIP Participants ISDN and PSTN Participants Dial-out Participants Automatic Dial Out Manual Dial Out Monitoring Ongoing Conferences General Monitoring Multi Selection Using the Chairperson Password for Filtering Conference Level Monitoring Page Page Secured Conference Monitoring Monitoring Ongoing Gateway Sessions 3-58 Participant Level Monitoring Participant Connection Monitoring The following participant indicators and properties are displayed: 3-59 3-60 Operations Performed During On Going Conferences Conference Level operations Changing the Duration of a Conference Adding Participants from the Address Book Moving Participants Page Saving an Ongoing Conference as a Template Copy and Paste Conference Copy Conference Paste Conference Paste Conference As Page 3-69 Participant Level Operations 3-70 Copy Cut and Paste Participant Copy Participant Cut Participant Paste Participa nt Paste Participa nt As Page Page Conference Control Using DTMF Codes 3-77 Requesting Help A-1 Appendix A Glossary A-2 A-3 A-4 A-5 A-6