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RealPresence Collaboration Server 800s - Administrator’s Guide

F-12 Polycom, Inc.

Contents

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