Main
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              Table of Contents
RealPresence Collaboration Server 800s Overview . . . . . . . . . . . . . . . . . . . . 1-1            
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              Video Protocols and Resolution Configuration for CP Conferencing  . . . . . 4-1
              Entry Queues, Ad Hoc Conferences and SIP Factories  . . . . . . . . . . . . . . . . .7-1
              Operator Assistance & Participant Move  . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
              Polycom Conferencing for Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . .12-1
Conference and Participant Monitoring  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-1            
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              Appendix G - Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . .G-1
Appendix H - Restoring Defaults and System Recovery . . . . . . . . . . . . . . . . H-1            
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              RealPresence Collaboration Server  800s Overview
About the RealPresence Collaboration Server 800s  Administrators Guide               
Who Should Read This Guide?
Prerequisites                
How This Guide is Organized
              About the Polycom RealPresence Collaboration Server  800s System
Network Services Guidelines                
IP Networks
              Workstation Requirements
              Conference Profiles
Conferencing Modes              
Conferencing Capabilities in the Various Conferencing Modes
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              AVC Conferencing - Video Session Types
Continuous Presence (CP) Conferencing              
Video Protocol Support in CP Conferences
              AVC Conferencing Parameters
Basic Conferencing Parameters              
Supplemental Conferencing Features
              Default Profile Settings in CP Conferencing Mode
The default settings are as follows                
:
              SVC-based Conferencing 
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MCU Supported Resolutions for SVC Conferencing              
Default Profile Settings in SVC Only Conferencing Mode
              Mixed CP and SVC Conferencing
              Default Profile Settings in Mixed CP and SVC Conferencing Mode
              This Profile is automatically assigned to the following conferencing entities:
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              Viewing Profiles
Profile Toolbar              
Modifying an Existing Profile
Deleting a Conference Profile              
Defining New Profiles
Defining AVC CP Conferencing Profiles              
3Define the Profile name and, if required, the Profile - General parameters: 
4Click the Advanced tab.            
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              8Click the Video Settings tab. The New Profile - Video Settings dialog box opens.
9Define the video display mode and layout using the following parameters:            
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              12 Define the following parameters:
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              The New Profile - IVR dialog box opens.
16 If required, set the following parameters:                
17 Optional. Click the Recording tab to enable conference recording with Polycom  RSS 2000/4000.
              The New Profile - Recording tab opens.
18 Define the following parameters:            
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              Define the following parameters:
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              Defining SVC Conferencing Profiles
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              6Define the following supported parameters: 
               7Click the Video Quality tab. The New Profile  Video Quality dialog box opens.
8Define the following parameters:             
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              The New Profile - IVR dialog box opens.
13 If required, set the following parameters:                
14 Click the Network Services tab.
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              Defining Mixed CP and SVC Conferencing Profiles
              CP Conferencing Additional Information
Site Names Definition              
Site Names Display Position
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              Message Overlay for Text Messaging
              Exporting and Importing Conference Profiles
Exporting Conference Profiles              
Exporting All Conference Profiles from an MCU
Exporting Selected Conference Profiles              
Importing Conference Profiles
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              Additional Conferencing Information
Content Sharing                 
H.239 Protocol
              SIP BFCP Content Capabilities
              Defining Content Sharing Parameters for a Conference
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              1In the Content Video Definition section, select the Content Settings and Protocol as follows:
               Content Sharing Parameters in Content Highest Common (Content Video  Switching) Mode
              Content Settings
              Content Protocols
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              Selecting a Customized Content Rate in AVC CP Conferences
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              Exclusive Content Mode
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              Stopping a Content Session
Content Broadcast Control              
Giving and Cancelling Token Ownership (AVC Participants)
              Managing Noisy Content Connections 
Content Display Flags                
Forcing Other Content Capabilities 
              Video Preview (AVC Only Participant  s)
Video Preview Guidelines                
Workstation Requirements
              Testing your Workstation
              Previewing the Participant Video
              Auto Scan and Customized Polling in Video Layout (CP Only)
Guidelines                 
Enabling Auto Scan and Customized Polling (CP Only)
Auto Scan              
Customized Polling
              Audio Algorithm Support
              SIP Encryption
Mono                
Stereo
              Monitoring Participant Audio Properties
              Media Encryption 
Media Encryption Guidelines              
Mixing Encrypted and Non-encrypted Endpoints in one Conference
              Direct Connection to the Conference
*               
Connection to the Entry Queue
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Moving from the Entry Queue to Conferences or Between Conferences
*                 
Recording Link Encryption
              Encryption Flag Settings
              Enabling Encryption in the Profile
Enabling Encryption at the Participant Level               
Monitoring the Encryption Status
              Packet Loss Compensation (LPR and DBA) AVC CP  Conferences
Packet Loss                
Causes of Packet Loss
Effects of Packet Loss on Conferences              
Lost Packet Recovery
Lost Packet Recovery Guidelines                
Enabling Lost Packet Recovery
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              Network Quality Indication (AVC Only)
              Network Quality Levels
Indication Threshold Values              
Customizing Network Quality Icon Display
              Lecture Mode (AVC CP Only)
Enabling Lecture Mode                
Selecting the Conference Lecturer 
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Enabling the Automatic Switching              
Lecture Mode Monitoring
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              Restricting Content Broadcast to Lecturer
              Muting Participants Except the Lecturer (AVC CP Only)
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              Permanent Conference
Enabling a Permanent Conference              
Video Protocols and Resolution  Configuration for CP Conferencing
Video Resolutions in AVC-based CP Conferencing                
Video Display with CIF, SD and HD Video Connections
              H.264 High Profile Support in CP Conferences
CP Conferencing with H.263 4CIF                
H.263 4CIF Guidelines
              The CP Resolution Decision Matrix
              H.264 Base Profile and High Profile Comparison
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Default Minimum Threshold Line Rates and Resource Usage Summary              
Resolution Configuration for CP Conferences
              Modifying the Resolution Configuration
Resolution Configuration - Basic              
Resolution Configuration - Detailed
Base Profile / High Profile Resolution Slider Panes              
Flag Settings
Minimum Frame Rate Threshold for SD Resolution              
Additional Video Resolutions
Additional Intermediate Video Resolutions                
Microsoft RTV Video Protocol Support in CP Conferences
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              Participant Settings
              Monitoring RTV
Controlling Resource Allocations for Lync Clients Using RTV Video  Protocol            
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              Threshold HD Flag Settings using the RTV Video Protocol
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              Cascading Conferences
Video Layout in Cascading conferences (CP and mixed CP and SVC)              
Flags controlling Cascade Layouts
              Basic Cascading 
Basic Cascading using IP Cascaded Link                
Dialing Directly to a Conference
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              Meeting Rooms
              Meeting Rooms List
                 Meeting Room Toolbar & Right-click Menu
              Creating a New Meeting Room
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              Entry Queues, Ad Hoc Conferences  and SIP Factories
Entry Queues              
Defining a New Entry Queue
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              4Click OK. The new Entry Queue is added to the Entry Queues list.
              Listing Entry Queues
Modifying the EQ Properties                
Transit Entry Queue
Setting a Transit Entry Queue              
IVR Provider Entry Queue (Shared Number Dialing)
Call Flow              
Collaboration Server Configuration
              SIP Factories
Creating SIP Factories              
3Define the following parameters:
4Click OK. The new SIP Factory is added to the list.              
SIP Registration & Presence for Entry Queues and SIP  Factories
Monitoring Registration Status              
Ad Hoc Conferencing
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              Address Book
              Viewing the Address Book
Displaying and Hiding the Group Members in the Navigation Pane              
Participants List Pane Information
Displaying and Hiding the Address Book              
Adding Participants from the Address Book to  Conferences
Adding Individual Participants from the Address Book to Conferences                
Adding a Group from the Address Book to Conferences
              Participant Groups
Managing Groups in the Address Book              
Managing the Address Book
Adding a Participant to the Address Book              
Adding a New participant to the Address Book Directly
              3Define the following fields: 
                
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              5Define the following Advanced parameters:
              Adding a Participant from an Ongoing Conference to the Address Book
              Modifying Participants in the Address Book
              Deleting Participants from the Address Book
Copying or Moving a Participant            
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              Searching the Address Book
Filtering the Address Book                
Filtering Address Book Data Using a Predefined Pattern
              Filtering Address Book Data Using a Custom Pattern
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              Clearing the Filter
              Obtaining the Display Name from the Address Book
Enabling and Disabling the Obtain Display Name from Address Book  Feature              
Importing and Exporting Address Books
Exporting an Address Book                
Importing an Address Book
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              Reservations
System                
Resources
              Reservations
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Toolbar Buttons              
Reservations Views
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              Changing the Calendar View
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              Scheduling Conferences Using the Reservation Calendar
Creating a New Reservation            
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              4 Click the Schedule tab.
              5Adjust the new reservations schedule by modifying the fields as described in Table9-2. 
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              Managing Reservations
Viewing and Modifying Reservations                
Using the Week and Day views of the Reservations Calendar
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              Adjusting the Start Times of all Reservations
              Deleting Reservations
              Searching for Reservations using Quick Search
              Operator Assistance & Participant  Move 
Operator Conferences            
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              Defining the Components Enabling Operator Assistance 
Defining a Conference IVR Service with Operator Assistance Options            
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              Defining an Entry Queue IVR Service with Operator Assistance Options
              Defining a Conference Profile for an Operator Conference
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              Starting an Ongoing Operator Conference
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              Saving an Operator Conference to a Template
              Starting an Operator Conference from a Template
              Monitoring Operator Conferences and Participants Requiring Assistance
Requesting Help              
Participant Alerts List
              Audible Alarms
Using Audible Alarms                
Moving Participants Between Conferences
              Moving Participants Options
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              Conference Templates
              Using Conference Templates
Toolbar Buttons              
The Conferences List toolbar includes the following button:
              Creating a New Conference Template
Creating a new Conference Template from Scratch            
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              Saving an Ongoing or AVC-based CP Operator Conference as a Template
              Starting an Ongoing Conference From a Template
              Starting an Operator Conference from a Template (AVC Conferencing)
              Scheduling a Reservation From a Conference Template 
              Deleting a Conference Template
              Exporting and Importing Conference Templates
Exporting Conference Templates              
Exporting All Conference Templates from an MCU
              Exporting Selected Conference Templates
              Importing Conference Templates
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              Polycom Conferencing for Microsoft  Outlook
              Setting up the Calendaring Solution
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              bClick the OK button.
              Option 2 - Using an alternate Primary SMTP Mailbox
              bClick the OK button. Option 3 - Using modified Exchange Server settings
              Calendaring Guidelines
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              Creating and Connecting to a Conference
Creating a Conference              
Connecting to a Conference
Collaboration Server Standalone Deployment                
Collaboration Server and Polycom DMA System Deployment
              Polycom Solution Support
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              Conference and Participant  Monitoring
General Monitoring              
Conference Level Monitoring
Viewing the Properties of an Ongoing AVC CP and Mixed CP and SVC  Conference              
2Click the Advanced tab.
              The Conference Properties - Advanced dialog box opens.
  3The following information is displayed in the Advanced tab:             
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              Viewing the Properties of an Ongoing SVC-based Conference
              3Click the Advanced tab. The Conference Properties - Advanced dialog box opens.
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              Monitoring Operator Conferences and Participants Requiring Assistance
              Requesting Help
              Request to Speak
              Participant Alerts List
              Participant Level Monitoring
Displaying Participants Properties              
IP Participant Properties 
               
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              4Click on the Channel Status tab to view the status of the various channels.
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              6Optional for H.323 AVC-based participants. Click the Gatekeeper Status tab to view  its parameters.
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              Monitoring SIP BFCP Content
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              Recording Conferences
              Creating Multiple Virtual Recording Rooms on the RSS
Configuring the Collaboration Server to Enable Recording                
Defining the Recording Link
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              Enabling the Recording Features in a Conference IVR Service
              Enabling the Recording in the Conference Profile
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              Recording Link Encryption
Recording Link Encryption Flag Setting                
Recording Link Settings
              Managing the Recording Process
Recording Link Layout            
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              Using the Collaboration Server Web Client to Manage the Recording  Process
                   Using DTMF Codes to Manage the Recording Process
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              Users, Connections, and Notes
Users                
User Types
Administrator                 
Administrator Read-only
              Listing Users
Adding a New User                
To add a new user to the system: 
              Deleting a User
Changing a Users Password                
To change a users password:
              Disabling a User
              Enabling a User
Renaming a User              
Machine Account
              Monitoring
Active Directory              
Connections
Viewing the Connections List              
Notes
Using Notes            
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              IP Network Services
IP Network Services              
Management Network (Primary)
Default IP Service (Conferencing Service - Media and signaling)                
Modifying the Management Network
              The Management Network Properties - IP dialog box opens.
3Modify the following fields:             
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              6Click the DNS tab.
7Modify the following fields:                        
 
              8Click the LAN Ports tab.
9 View or modify the following fields:                  
10 Click the Security tab.
              11 Modify the following fields:
12 Click OK. 13 If you have modified the Management Network Properties, reset the MCU.              
Modifying the Default IP Network Service
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              11 View or modify the following fields:  
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              IP Network Monitoring
              The RMX CS IP tab displays the following fields:  
3Click the H.323 tab.              
The H.323 tab displays the following fields:  
4Click the SIP Servers tab.            
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              Ethernet Settings 
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              NAT (Network Address Translation) Traversal
Deployment Architectures                
Remote Connection Using the Internet
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              FW (Firewall) NAT Keep Alive
System Configuration in SBC environments              
SIP Proxy Failover With Polycom Distributed Media  Application (DMA) 7000
              RealPresence Collaboration Server 800s Network Port  Usage 
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              LAN Redundancy
Configuration Requirements                
Signaling and Media Redundancy
              Hardware Monitor Indications
              Multiple Network Services
Resource Allocation and Capacity              
First Time Installation and Configuration
              Connecting the Cables to the RealPresence Collaboration Server 800s
Collaboration Server Configuration                
System Flags and License Settings
IP Network Service Definition            
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              Setting a Network Service as Default
              Signaling Host IP Address and MCU Prefix in GK Indications
Resolution Configuration                
Conference Profile
              Signaling Monitor
Conferencing                
Defining AVC Dial Out Participants
              Monitoring Conferences
              Resource Report
Port Gauge Indications              
IVR Services
IVR Services List              
IVR Services Toolbar
The IVR Services toolbar provides quick access to the IVR Service definitions as follows:              
Adding Languages
              Uploading a Message File to the Collaboration Server
              Table17-2 lists the Message Types for each category:
              Defining a New Conference IVR Service
Defining a New Conference IVR Service              
2Define the following parameters:
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              9Select the various voice messages and options for the chairperson connection.
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              Change to Chairperson
              Entry Queue IVR Service
Defining a New Entry Queue IVR Service            
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              Setting a Conference IVR Service or Entry Queue IVR Service as the  Default Service
              Modifying the Conference or Entry Queue IVR Service Properties
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              Replacing the Music File
Adding a Music File              
Creating Audio Prompts and Video Slides
Recording an Audio Message            
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              Creating a Welcome Video Slide
              Default IVR Prompts and Messages
The system is shipped with the following audio prompts and messages:            
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              The Call Detail Record (CDR) Utility
The CDR File                
CDR File Formats
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              Multi-Part CDR Files
CDR File Contents              
Viewing, Retrieving and Archiving Conference Information
Viewing the Conference Records              
Multi-part CDR File display
              Refreshing the CDR List
Retrieving and Archiving Conference CDR Records              
RMX Manager Application
Accessing the RMX Manager Directly              
Installing the RMX Manager
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              Starting the RMX Manager Application
              Connecting to the MCU
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              RMX Manager Main Screen
              MCUs Pane
              Conferences Pane
              Collaboration Server Management 
List Pane                
Status Bar
              Address Book
Conference Templates              
Adding MCUs to the MCUs List
              Starting a Conference
              Starting a Conference from the Conferences Pane
              Starting a Reservation
Starting an Ongoing Conference or Reservation From a Template              
Monitoring Conferences
              Grouping the Participants by MCU
              Start Monitoring/Stop Monitoring
              Modifying the MCU Properties
Disconnecting an MCU              
Removing an MCU from the MCUs Pane
Changing the RMX Manager Language              
Import/Export RMX Manager Configuration
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              MCU Administration and Utilities
System and Participant Alerts                
System Alerts
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              Participant Alerts
              RMX Time
Altering the clock              
Resource Management
Resource Capacity              
Resource Usage
SVC Conferencing              
AVC Conferencing - Continuous Presence
              Forcing Video Resource Allocation to CIF Resolution
              Resource Report
Displaying the Resource Report            
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              MCU Resource Management by RealPresence Resource Manager (XMA),  Polycom CMA and Polycom DMA
Port Usage Threshold              
Setting the Port Usage Threshold
SIP Dial-in Busy Notification              
Port Usage Gauge
              System Information
              SNMP (Simple Network Management Protocol)
MIBs (Management Information Base)                
Traps
              MIB Files
Private MIBs                
Support for MIB-II Sections
The Alarm-MIB                
H.341-MIB (H.341  H.323)
              Standard MIBs
              Unified MIB
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Traps
Figure 1 An Example of a ColdStart Trap                
Figure 2 An Example of an Authentication Failure Trap
Status Trap               
Defining the SNMP Parameters in the Collaboration Server
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              12 Define the following parameters: 
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              15 Define the following parameters: 
              Hot Backup
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              Enabling Hot Backup
              Using Hot Backup Triggers
Configuring the Hot Backup Triggers              
Modifications to the Master MCU Requiring System Reset
              Audible Alarms
Using Audible Alarms                
Audible Alarm Permissions
Stop Repeating Message              
Configuring the Audible Alarms 
User Customization              
Replacing the Audible Alarm File
              Multilingual Setting
Customizing the Multilingual Setting              
Banner Display and Customization
              Non-Modifiable Banner Text
Sample 1 Banner                
Sample 2 Banner
Sample 3 Banner                
Sample 4 Banner
              Customizing Banners
              Banner Display
Login Screen Banner                
Main Screen Banner
              Software Management
Backup and Restore Guidelines              
Using Software Management
              Ping Collaboration Server
Using Ping                
Notification Settings
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              Logger Diagnostic Files
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              Information Collector
Standard Security Mode              
Using the Information Collector
Step 1: Creating the Information Collector Compressed File                
Step 2: Saving the Compressed File
Step 3: Viewing the Compressed File              
Auditor
              Auditor Files
Auditor Event History File Storage                
Retrieving Auditor Files
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              Auditor File Viewer
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              Audit Events 
Alerts and Faults            
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              Transactions
Table 2 lists Transactions that are recorded by the Auditor.              
ActiveX Bypass
Installing ActiveX                
Resetting the Collaboration Server
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              Upgrading and Downgrading
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              Upgrading or Downgrading the RealPresence Collaboration Server 800s
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              System Configuration Flags
Modifying System Flags            
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              Manually Adding and Deleting System Flags
                  
                    
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              Manually Adding Flags to the CS_MODULE_PARAMETERS Tab
Deleting a Flag              
Auto Layout Configuration
Customizing the Default Auto Layout            
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              CS_ENABLE_EPC Flag
Automatic Password Generation Flags              
Enabling the Automatic Generation of Passwords
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              RealPresence Collaboration Server  800s Hardware Monitoring
Viewing the Status of the Hardware Components                
Hardware Monitor Toolbar
The following buttons appear in the toolbar of the Hardware Monitor:              
Viewing the Properties of RealPresence Collaboration  Server 800s Hardware Components
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              Diagnostics
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              Appendix A
Disconnection Causes                
IP Disconnection Causes
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              Appendix B
Active Alarms              
B-2 
                  
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              B-6 
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              B-8 
                B-10 
               Appendix C
CDR Fields - Unformatted File                
C-2 
              The Conference Summary Record
              Event Records
Standard Event Record Fields                
C-4 
              Event Types
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              C-6 
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              C-8 
                 
C-10               
Event Specific Fields
The following tables describe the fields which are specific to each type of event.            
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              C-12 
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              C-14 
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              C-16 
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              C-18 
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              C-20 
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              C-22 
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              C-24 
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              C-26 
               
              C-28 
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              C-30 
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              C-32 
              Disconnection Cause Values
              C-34 
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              C-36 
              MGC Manager Events that are not Supported by the  Collaboration Server
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              Appendix D
Ad Hoc Conferencing and External  Database Authentication                
Ad Hoc Conferencing without Authentication
              Ad Hoc Conferencing with Authentication
              Entry Queue Level - Conference Initiation Validation with an External  Database Application
              Conference Access with External Database  Authentication
              Conference Access Validation - All Participants (Always)
              Conference Access Validation - Chairperson Only (Upon Request)
              System Settings for Ad Hoc Conferencing and External  Database Authentication
Ad Hoc Settings              
Authentication Settings 
              MCU Configuration to Communicate with an External Database  Application
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              Appendix E
Participant Properties Advanced  Channel Information             
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              Appendix F
Configuring Direct Connections to the  Collaboration Server                
Management Network (Primary)
Configuring the Workstation            
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              Connecting to the Management Network
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              Connecting to the Collaboration Server via Modem
Procedure 1: Install the RMX Manager                
Procedure 2: Configure the Modem
              Procedure 3: Create a Dial-up Connection
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              Procedure 4: Connect to the Collaboration Server
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              Appendix G
Secure Communication Mode                
Certificate Configuration and Management
Certificate Template Requirements                
Certificate Requirements for Polycom Devices
              Switching to Secure Mode
Purchasing a Certificate              
The Create Certificate Request dialog box is displayed.
2Enter information in all the following fields:                
3Click Send Details.
              Installing the Certificate
              Creating/Modifying System Flags
              Enabling Secure Communication Mode
              Securing an External Database
MS Active Directory Integration                
Directory and Database Options
Standard Security Mode            
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              Enabling Active Directory Integration
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              Appendix H
Restoring Defaults and System  Recovery                
Restore to Factory Security Defaults
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              Comprehensive Restore to Factory Defaults
              Comprehensive Restore to Factory Defaults Procedure
Procedure A: Backup Configuration Files                
Procedure B: Restore to Factory Defaults
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              Procedure C: Restore the System Configuration From the Backup
              System Recovery Using the Recovery DVD
Preparation for System Recovery                
Performing the Recovery Process
              Completing the System Configuration
              Appendix I
Setting the Collaboration Server for  Integration Into Microsoft  Environment                
Overview
              Conferencing Entities Presence
Interactive Connectivity Establishment (ICE)                
ICE Guidelines
              Connecting to the Collaboration Server in ICE Environment
Dialing Methods            
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              Configuring the Polycom-Microsoft Solution
Call Admission Control (CAC)              
Media Over TCP
Network Error Recovery                
SIP Dialog Recovery
              Configuring the Collaboration Server for Microsoft  Integration
Modify the Collaboration Server Management Network Service to Include  the DNS Server            
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              Defining a SIP Network Service in the Collaboration Server and Installing  the Security Certificate 
The Security Certificate              
Configuring the Collaboration Server IP Network Service
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              Collaboration Server System Flag Configuration
Enabling the Microsoft Environment              
Setting the audio protocol for the Microsoft Client running on a single  core PC
              Controlling Resource Allocations for Lync Clients Using the RTV Video  Protocol
              I-20 
              HD Frame Rate Flag Settings using the RTV Video Protocol
              Adding Presence to Conferencing Entities in the Buddy  List
              Enabling the Registration of the Conferencing Entities
Creating an Active Directory Account for the Conferencing Entity            
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              Enabling the Conferencing Entity User Account for Lync Server
              Defining the Microsoft SIP Server in the IP Network Service
Enabling Registration in the Conference Profile              
Verifying the Collaboration Server Conferencing Entity Routing Name  and Profile
              Conferencing Entity List
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              Collaboration Server Configuration for CAC Implementation
Enabling CAC Implementation                
Conferencing Behavior
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              Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU  Conference
              Configuring the Collaboration Server for Federated (ICE)  Dialing
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              Active Alarms and Troubleshooting
Active Alarms                
I-40 
              ICE Active Alarms
              Troubleshooting
              Known Issues
Polycom Solution Support              
Appendix J
SIP RFC Support              
J-2