Main
Page
Table of Contents
RealPresence Collaboration Server 800s Overview . . . . . . . . . . . . . . . . . . . . 1-1
Page
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
Page
Page
Page
Page
Page
Page
Appendix G - Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . .G-1
Appendix H - Restoring Defaults and System Recovery . . . . . . . . . . . . . . . . H-1
Page
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
Page
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
Page
Page
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:
Page
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.
Page
Page
Page
Page
8Click the Video Settings tab. The New Profile - Video Settings dialog box opens.
9Define the video display mode and layout using the following parameters:
Page
Page
Page
12 Define the following parameters:
Page
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:
Page
Define the following parameters:
Page
Page
Page
Page
Page
Page
Defining SVC Conferencing Profiles
Page
Page
6Define the following supported parameters:
7Click the Video Quality tab. The New Profile Video Quality dialog box opens.
8Define the following parameters:
Page
Page
The New Profile - IVR dialog box opens.
13 If required, set the following parameters:
14 Click the Network Services tab.
Page
Defining Mixed CP and SVC Conferencing Profiles
CP Conferencing Additional Information
Site Names Definition
Site Names Display Position
Page
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
Page
Page
Additional Conferencing Information
Content Sharing
H.239 Protocol
SIP BFCP Content Capabilities
Defining Content Sharing Parameters for a Conference
Page
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
Page
Page
Page
Page
Selecting a Customized Content Rate in AVC CP Conferences
Page
Exclusive Content Mode
Page
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
*
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
Page
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
Page
Page
Enabling the Automatic Switching
Lecture Mode Monitoring
Page
Restricting Content Broadcast to Lecturer
Muting Participants Except the Lecturer (AVC CP Only)
Page
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
Page
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
Page
Participant Settings
Monitoring RTV
Controlling Resource Allocations for Lync Clients Using RTV Video Protocol
Page
Threshold HD Flag Settings using the RTV Video Protocol
Page
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
Page
Meeting Rooms
Meeting Rooms List
Meeting Room Toolbar & Right-click Menu
Creating a New Meeting Room
Page
Page
Entry Queues, Ad Hoc Conferences and SIP Factories
Entry Queues
Defining a New Entry Queue
Page
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
Page
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:
Page
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
Page
Searching the Address Book
Filtering the Address Book
Filtering Address Book Data Using a Predefined Pattern
Filtering Address Book Data Using a Custom Pattern
Page
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
Page
Page
Page
Reservations
System
Resources
Reservations
Page
Toolbar Buttons
Reservations Views
Page
Changing the Calendar View
Page
Scheduling Conferences Using the Reservation Calendar
Creating a New Reservation
Page
4 Click the Schedule tab.
5Adjust the new reservations schedule by modifying the fields as described in Table9-2.
Page
Page
Managing Reservations
Viewing and Modifying Reservations
Using the Week and Day views of the Reservations Calendar
Page
Adjusting the Start Times of all Reservations
Deleting Reservations
Searching for Reservations using Quick Search
Operator Assistance & Participant Move
Operator Conferences
Page
Defining the Components Enabling Operator Assistance
Defining a Conference IVR Service with Operator Assistance Options
Page
Defining an Entry Queue IVR Service with Operator Assistance Options
Defining a Conference Profile for an Operator Conference
Page
Starting an Ongoing Operator Conference
Page
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
Page
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
Page
Page
Page
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
Page
Page
Polycom Conferencing for Microsoft Outlook
Setting up the Calendaring Solution
Page
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
Page
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
Page
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:
Page
Page
Page
Page
Page
Viewing the Properties of an Ongoing SVC-based Conference
3Click the Advanced tab. The Conference Properties - Advanced dialog box opens.
Page
Monitoring Operator Conferences and Participants Requiring Assistance
Requesting Help
Request to Speak
Participant Alerts List
Participant Level Monitoring
Displaying Participants Properties
IP Participant Properties
Page
4Click on the Channel Status tab to view the status of the various channels.
Page
Page
Page
Page
6Optional for H.323 AVC-based participants. Click the Gatekeeper Status tab to view its parameters.
Page
Monitoring SIP BFCP Content
Page
Recording Conferences
Creating Multiple Virtual Recording Rooms on the RSS
Configuring the Collaboration Server to Enable Recording
Defining the Recording Link
Page
Enabling the Recording Features in a Conference IVR Service
Enabling the Recording in the Conference Profile
Page
Recording Link Encryption
Recording Link Encryption Flag Setting
Recording Link Settings
Managing the Recording Process
Recording Link Layout
Page
Using the Collaboration Server Web Client to Manage the Recording Process
Using DTMF Codes to Manage the Recording Process
Page
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
Page
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:
Page
Page
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
Page
Page
Page
Page
Page
11 View or modify the following fields:
Page
Page
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.
Page
Ethernet Settings
Page
NAT (Network Address Translation) Traversal
Deployment Architectures
Remote Connection Using the Internet
Page
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
Page
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
Page
Page
Page
Page
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:
Page
9Select the various voice messages and options for the chairperson connection.
Page
Page
Page
Page
Page
Page
Page
Page
Change to Chairperson
Entry Queue IVR Service
Defining a New Entry Queue IVR Service
Page
Page
Page
Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service
Modifying the Conference or Entry Queue IVR Service Properties
Page
Replacing the Music File
Adding a Music File
Creating Audio Prompts and Video Slides
Recording an Audio Message
Page
Page
Creating a Welcome Video Slide
Default IVR Prompts and Messages
The system is shipped with the following audio prompts and messages:
Page
Page
The Call Detail Record (CDR) Utility
The CDR File
CDR File Formats
Page
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
Page
Starting the RMX Manager Application
Connecting to the MCU
Page
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
Page
MCU Administration and Utilities
System and Participant Alerts
System Alerts
Page
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
Page
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
Page
20-20
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
Page
Page
Page
12 Define the following parameters:
Page
15 Define the following parameters:
Hot Backup
Page
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
Page
Logger Diagnostic Files
Page
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
Page
Auditor File Viewer
Page
Audit Events
Alerts and Faults
Page
Transactions
Table 2 lists Transactions that are recorded by the Auditor.
ActiveX Bypass
Installing ActiveX
Resetting the Collaboration Server
Page
Page
Page
Upgrading and Downgrading
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Upgrading or Downgrading the RealPresence Collaboration Server 800s
Page
Page
Page
Page
Page
System Configuration Flags
Modifying System Flags
Page
Page
Page
Page
Page
Page
Page
Page
Manually Adding and Deleting System Flags
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Page
Manually Adding Flags to the CS_MODULE_PARAMETERS Tab
Deleting a Flag
Auto Layout Configuration
Customizing the Default Auto Layout
Page
Page
CS_ENABLE_EPC Flag
Automatic Password Generation Flags
Enabling the Automatic Generation of Passwords
Page
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
Page
Page
Page
Page
Diagnostics
Page
Page
Page
Appendix A
Disconnection Causes
IP Disconnection Causes
Page
Page
Page
Page
Page
Appendix B
Active Alarms
B-2
Page
Page
B-6
Page
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
Page
C-6
Page
C-8
C-10
Event Specific Fields
The following tables describe the fields which are specific to each type of event.
Page
C-12
Page
C-14
Page
C-16
Page
C-18
Page
C-20
Page
C-22
Page
C-24
Page
C-26
C-28
Page
C-30
Page
C-32
Disconnection Cause Values
C-34
Page
C-36
MGC Manager Events that are not Supported by the Collaboration Server
Page
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
Page
Appendix E
Participant Properties Advanced Channel Information
Page
Page
Page
Appendix F
Configuring Direct Connections to the Collaboration Server
Management Network (Primary)
Configuring the Workstation
Page
Page
Connecting to the Management Network
Page
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
Page
Page
Page
Procedure 4: Connect to the Collaboration Server
Page
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
Page
Enabling Active Directory Integration
Page
Appendix H
Restoring Defaults and System Recovery
Restore to Factory Security Defaults
Page
Page
Comprehensive Restore to Factory Defaults
Comprehensive Restore to Factory Defaults Procedure
Procedure A: Backup Configuration Files
Procedure B: Restore to Factory Defaults
Page
Page
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
Page
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
Page
Defining a SIP Network Service in the Collaboration Server and Installing the Security Certificate
The Security Certificate
Configuring the Collaboration Server IP Network Service
Page
Page
Page
Page
Page
Page
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
Page
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
Page
Page
Collaboration Server Configuration for CAC Implementation
Enabling CAC Implementation
Conferencing Behavior
Page
Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU Conference
Configuring the Collaboration Server for Federated (ICE) Dialing
Page
Page
Page
Page
Active Alarms and Troubleshooting
Active Alarms
I-40
ICE Active Alarms
Troubleshooting
Known Issues
Polycom Solution Support
Appendix J
SIP RFC Support
J-2
