Main
End User License Agreement
Patent Information
Open Source Software Used in this Product
Disclaimer
Limitation of Liability
Contents
Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 74
Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . . 87
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Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 127
Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 136
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Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 195
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Polycom Conferencing for Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . . . 289
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Appendix D - Ad Hoc Conferencing and External Database Authentication . 684
Appendix H - Integration Into Microsoft Environments . . . . . . . . . . . . . . . . . . 709
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Appendix I - Polycom Open Collaboration Network (POCN) . . . . . . . . . . . . . . 812
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Overview
Who Should Read This Guide?
Prerequisites
How This Guide is Organized
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Network Services Guidelines
IP Networks
Workstation Requirements
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Conferencing Modes Overview
AVC Conferencing
Continuous Presence (CP) Conferencing
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CP conferencing is defined in the Conference profile by setting the following main features:
Video Protocol Support in CP Conferences
AVC
Supplemental Conferencing Features
SVC-based Conferencing
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Advantages of SVC Conferencing
SVC Conferencing Guidelines
MCU Supported Resolutions for SVC Conferencing
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Mixed CP and SVC Conferencing
MCU Resource Capacities for Mixed CP and SVC Conferences
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Using Conference Profiles
Conferencing Parameters Defined in a Profile
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Default Profile Settings in CP Conferencing Mode
:
Default Profile Settings in SVC Only Conferencing Mode
Default Profile Settings in a Mixed CP and SVC Conferencing Mode
:
This Profile is automatically assigned to the following conferencing entities:
Viewing the List of Conference Profiles
To list Conference Profiles:
Profiles Toolbar
Modifying an Existing Profile
To modify the Profile properties:
Deleting a Conference Profile
To delete a Conference Profile:
Defining New Profiles
To define a new Profile:
Exporting and Importing Conference Profiles
Guidelines for Exporting and Importing Conference Profiles
Exporting Conference Profiles
Exporting All Conference Profiles from an MCU
To export all Conference Profiles from an MCU:
Exporting Selected Conference Profiles
To export selected Conference Profiles:
Importing Conference Profiles
To import Conference Profiles:
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Defining AVC-Based Conference Profiles
Defining AVC CP Conferencing Profiles
To define a new CP Profile:
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6 For CP Conferences only: Click the Gathering Settings tab.
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10 Click the Video Settings tab. The New Profile - Video Settings dialog box opens.
11 Define the video display mode and layout using the following parameters:
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13 Click the Audio Settings tab.
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17 Click the IVR tab. The New Profile - IVR dialog box opens.
18 If required, set the following parameters:
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20 Define the following parameters:
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24 Define the following fields:
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Additional Information for Setting CP Profiles
Gathering Phase
Gathering Phase Guidelines
Gathering Phase Duration
Enabling the Gathering Phase Display
Overlay Layouts
Guidelines for using the Overlay Layouts
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Site Names Definition
Shorten the Site Name Display
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Sending Text Messages During a Conference Using Message Overlay
Selecting the Chinese Font for Text Display
Selecting the Chinese Font
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Defining SVC and Mixed CP and SVC Conference Profiles
Defining SVC Conference Profiles
To define SVC Only Profile:
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6Define the following supported parameters:
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13 If required, set the following parameters:
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Defining Mixed CP and SVC Conferencing Profiles
To configure a mixed AVC and SVC conference:
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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
Video Resource Usage
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
Guidelines
Modifying the Resolution Configuration
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Maximum CP Resolution Pane
Limiting Maximum Resolution
Resolution Configuration - Detailed
Resolution Configuration Sliders
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Flag Settings
Minimum Frame Rate Threshold for SD Resolution
Additional Video Resolutions
w448p Resolution
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Packet Loss Compensation
Enabling Support of the w448p Resolution
Collaboration Server System Flag Settings
Additional Intermediate Video Resolutions
Sharing Content During Conferences
Content Control Protocols
Guidelines for Controlling Content Protocol
Supported Content Control Protocols
Content Sharing Using H.239 Protocol
Content Sharing Using BFCP Protocol
Guidelines for Using SIP BFCP Content
Content Sharing via Polycom CSS Plug-in for Microsoft Lync Clients
BFCP support in dial-out Connections
Content Sharing Using People+Content Protocol
Guidelines for Content Sharing Using People+Content Protocol
Content Media Protocols
Content Transmission Methods
Content Video Switching
Highest Common
Content Setting Highest Common Calculation
Fixed Rate
Multiple Content Resolutions
Guidelines for Sharing Contents using Multiple Content Resolutions
Content Settings
Customized Content Rate in AVC CP Conferences
MCU Usage Modes of Content Protocols
H.263 (AVC CP Conferences)
H.263 & H.264 Auto Selection (AVC Conferences)
H.264 Cascade and SVC Optimized
H.264 HD (AVC CP default)
H.264 Content Sharing Properties
Guidelines for Sharing Content Using H.264 HD
Setting the Minimum Content Rate for Each Content Quality Setting for H.264 HD
Content Sharing Related Issues
Sharing Content in Cascaded Environments
Sending Content to Legacy Endpoints (CP Only)
Guidelines for Sending Content to Legacy Endpoints
Content Display on Legacy Endpoints
Sending Content to Legacy Endpoints in Telepresence Mode
Exclusive Content Mode
Guidelines for Sharing Content in Exclusive Content Mode
Forcing Other Content Capabilities
Managing Noisy Content Connections
Useful Procedures in Content Sharing
Defining Content Sharing Parameters for a Conference
To set the content sharing parameters:
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Selecting a Customized Content Rate in AVC CP Conferences
To Select the Customized Content Rate:
Sharing Content in Multiple Content Resolutions Mode
To enable Multiple Content Resolutions:
Changing the Default Layout for Content Display on Legacy Endpoints
To modify System Flags:
Giving and Cancelling Token Ownership (AVC Participants)
To give token ownership:
Stopping a Content Session
Content Sharing Reference Tables
Resolutions and Content Rate Reference Tables
The table below describes the resolution as negotiated by the MCU according to the content rate.
H.263 Content Rate Table
The table below describes the content rates for both Highest Common and Fixed content bit rates.
H.264 Highest Common Content Rates Table
Sharing Content During Conferences
Polycom, Inc. 124
H.264 Cascade and SVC Optimized (Fixed) Content Rates Table
Highest Common Content Bit Rate for H.264 Base Profile Content Settings / MCU
Graphics 33%
Hi-res Graphics 50%
Live Video 66%
Legacy Content Endpoint Default Layouts Table
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Implementing Media Encryption for Secured Conferencing
Media Encryption Guidelines
Mixing Encrypted and Non-encrypted Endpoints in one Conference
Direct Connection to the Conference
* System Flag = FORCE_ENCRYPTION_FOR_UNDEFINED_PARTICIPANT_IN_WHEN_AVAILABLE_MODE
Connection to the Entry Queue
Moving from the Entry Queue to Conferences or Between Conferences
* System Flag = FORCE_ENCRYPTION_FOR_UNDEFINED_PARTICIPANT_IN_WHEN_AVAILABLE_MODE
Recording Link Encryption
Enabling Media Encryption for a Conference
Media encryption is enabled at three levels: MCU level - Setting the Encryption Flags
Setting the Encryption Flags
To modify the Encryption flags:
Enabling Encryption in the Profile
To enable encryption at the conference level:
Enabling Encryption at the Participant Level
To enable encryption at the participant level:
Monitoring the Encryption Status
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Setting Conferences for Telepresence Mode (AVC CP)
Collaboration Server Telepresence Mode Guidelines
System Level
Conference Level
Automatic Detection of Immersive Telepresence (ITP) Sites
Horizontal Striping
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Room Switch Telepresence Layouts
Telepresence Display Decision Matrix
Guidelines for Managing the Room Switch Telepresence Layouts by the MCU
Sending Content to Legacy Endpoints in Telepresence
Guidelines for Sending Content to Legacy Endpoints in Telepresence
Content Display on Legacy Endpoints in Telepresence Conferences
Enabling Telepresence Mode
To enable Telepresence in a new or existing Conference Profile:
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Monitoring Telepresence Mode
Monitoring Ongoing Conferences
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Creating Multiple Cascade Links Between Telepresence Conferences
Guidelines for Creating Multiple Cascading Links between Conferences
Enabling and Using Multiple Cascade Links
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Creating a Link Participant
Link Participant in the Dial Out RMX
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Participant Link in the Dial In RMX
Participant Link is un-defined
Participant Link is a defined
Monitoring Multiple Cascade Links
Disconnection Causes
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Additional Conferencing Information
Video Preview (AVC Participants Only)
Video Preview Guidelines
Workstation Requirements to Display Video Preview
Testing your Workstation
To ensure that your workstation can display the video preview window:
Previewing the Participant Video
To preview the participant video:
Auto Scan and Customized Polling in Video Layout (CP Conferences Only)
Guidelines for Using Auto Scan and Customized Polling
Enabling the Auto Scan and Customized Polling (CP Only Conferences)
Enabling the Auto Scan
To enable Auto Scan:
Customized Polling
To define the scanning order in the Customized Polling tab:
Packet Loss Compensation (LPR and DBA) AVC CP
Packet Loss
Causes of Packet Loss
Effects of Packet Loss on Conferences
Lost Packet Recovery
Lost Packet Recovery Guidelines
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Network Quality Indication (AVC Endpoints)
Network Quality Levels
Indication Threshold Values
Guidelines for Displaying the Network Quality icons
Customizing Network Quality Icon Display
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Lecture Mode (AVC CP Only)
Enabling Lecture Mode
Selecting the Conference Lecturer
To select the lecturer and enable the Lecture Mode while starting the conference:
To select the lecturer and enable the Lecture Mode during the ongoing conference:
Enabling the Automatic Switching
Lecture Mode Monitoring
To control the Lecture Mode during an Ongoing Conference:
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Restricting Content Broadcast to Lecturer
When enabled, the following rules apply:
Muting Participants Except the Lecturer (AVC CP Only)
Guidelines for Muting all the Participants Except the Lecturer
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Audio Algorithm Support
Audio Algorithm Support Guidelines
SIP Encryption
Mono
Stereo
The Siren 22Stereo, and SirenLPR audio algorithms are supported at the following bit rates.
Monitoring Participant Audio Properties
To view the participants properties during a conference:
Automatic Muting of Noisy Endpoints
Enabling or Disabling the Automatic Muting of Noisy Endpoints
To disable/enable the automatic muting of noisy endpoints in the Conference Profile:
Enabling or Disabling the Automatic Muting of Noisy Endpoints at the MCU Level
To modify the system flag setting:
Permanent Conference
Enabling a Permanent Conference
Cascading Conferences
Video Layout in Cascading conferences (CP and mixed CP and SVC)
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Flags controlling Cascade Layouts
Basic Cascading
Basic Cascading using IP Cascaded Link
Dialing Directly to a Conference
Dialing to an Entry Queue
Automatic Identification of the Cascading Link
System Flag Settings
Meeting Rooms
Meeting Rooms List
To list Meeting Rooms:
Use Time Out as DTMF Delimiter
Meeting Room Toolbar & Right-Click Menu
Creating a New Meeting Room
To create a new meeting room:
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
To view the list of Entry Queues:
Modifying the EQ Properties
To modify the EQ:
Transit Entry Queue
IVR Provider Entry Queue (Shared Number Dialing)
Call Flow
Guidelines for Setting the Entry Queue as IVR Provider
Configuring the Collaboration Server as IVR Provider
Entry Queue IVR Service
SIP Factories
Creating SIP Factories
To create a new SIP Factory:
4Click OK. The new SIP Factory is added to the list.
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Monitoring Registration Status
Ad Hoc Conferencing
Address Book
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Displaying and Hiding the Group Members in the Navigation Pane
To expand the group to view the group members:
To move up to the next level and view the members in the upper level:
To collapse a group:
Participants List Pane Information
Adding Participants from the Address Book to
Adding Individual Participants from the Address Book to Conferences
To add a participant to a new conference or an ongoing conference:
Adding a Group from the Address Book to Conferences
To add a group to a new conference or an ongoing conference:
Participant Groups
Managing Groups in the Address Book
To manage the groups in the Address Book:
To drag a group from a location in the address book to another location:
Managing the Address Book
Adding a Participant to the Address Book
Adding a New participant to the Address Book Directly
To add a new participant to the Address Book:
3Define the following fields:
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Substituting E.164 Number in Dial String
Guidelines for Substituting E.164 Number in Dial String
Adding a Participant from an Ongoing Conference to the Address Book
To add a participant from the conference to the Address Book:
Modifying Participants in the Address Book
To modify participant properties in the Address Book:
Deleting Participants from the Address Book
To delete participants from the Address Book:
Copying or Moving a Participant
To copy or move a participant to another group:
To drag a participant from an address book group to another group:
Searching the Address Book
To search for participants or groups in the current selected level:
Filtering the Address Book
Filtering Address Book Data Using a Predefined Pattern
To filter the data in an address book group:
Filtering Address Book Data Using a Custom Pattern
To filter the data in an address book group:
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Clearing the Filter
To clear the filter and display all entries:
Obtaining the Display Name from the Address Book
Guidelines for Obtaining the Display Name from the Address Book
Enabling and Disabling the Obtain Display Name from Address Book Feature
To enable or disable the Obtain Display Name from Address Book option:
Importing and Exporting Address Books
Exporting an Address Book
To Export an Address Book:
Importing an Address Book
To Import and Address Book:
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Collaboration Server Side
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Scheduling Reservations
Guidelines for Scheduling Reservations
System
Resources
Reservations
Using the Reservation Calendar
To open the Reservation Calendar:
In the RMX Management pane, click the Reservation Calendar button ( ).
Toolbar Buttons
The toolbar buttons functions are described in the table below.
Reservations Views
Week View
Day View
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To return to Calendar View:
Scheduling Conferences Using the Reservation Calendar
Creating a New Reservation
Method I To create a reservation with default duration of 1 hour:
Method II To create a reservation with default duration of hour:
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5Adjust the new reservations schedule by modifying the fields as described in the table below.
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Managing Reservations
Viewing and Modifying Reservations
Using the Week and Day views of the Reservations Calendar
To move the Reservation to another time slot:
To change the Reservations Start time:
To change the Reservations End time:
To View or Modify Reservations using the Reservation Properties dialog box:
Adjusting the Start Times of all Reservations
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Deleting Reservations
To delete a single reservation:
To delete all recurrences of a reservation:
Searching for Reservations using Quick Search
To search for reservations:
To clear the search and display all reservations:
Operator Assistance & Participant Move
Operator Conferences
Operator Conference Guidelines
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
To start a conference from the Conference pane:
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Saving an Operator Conference to a Template
To save an ongoing Operator conference as a template:
Starting an Operator Conference from a Template
To start an ongoing Operator conference from an Operator Template:
Monitoring Operator Conferences and Participants Requiring Assistance
Requesting Help
Participant Alerts List
Audible Alarms
Using Audible Alarms
Moving Participants Between Conferences
Move Guidelines
Moving Participants Options
Moving a Participant Interactively
Conference Templates
Using Conference Templates
Toolbar Buttons
Creating a New Conference Template
Creating a new Conference Template from Scratch
To create a new Conference Template:
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Starting an Ongoing Conference From a Template
To start an ongoing conference from a Template:
Starting an Operator Conference from a Template (AVC Conferencing)
To start an ongoing Operator conference from an Operator Template:
Scheduling a Reservation From a Conference Tem pl at e
To schedule a Reservation from a Conference Template:
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Deleting a Conference Template
To delete Conference Templates:
Exporting and Importing Conference Templates
Exporting Conference Templates
Exporting All Conference Templates from an MCU
To export all Conference Templates from an MCU:
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Exporting Selected Conference Templates
To export selected Conference Templates:
Importing Conference Templates
To import Conference Templates:
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Polycom Conferencing for Microsoft Outlook
Setting up the Calendaring Solution
The following steps are performed to set up the Calendaring solution:
To configure the Collaboration Servers Exchange Integration Configuration:
Option 1 - Using default Exchange Server settings
aDefine the following fields:
bClick OK.
Option 2 - Using an alternate Primary SMTP Mailbox
aDefine the following fields:
bClick OK.
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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 RealPresence DMA System Deployment
Polycom Solution Support
Conference and Participant Monitoring
General Monitoring
Conference Level Monitoring
Viewing the Properties of Ongoing CP and Mixed CP and SVC
To view the parameters of an ongoing CP conference:
The Conference Properties - General dialog box with the General tab opens.
The following information is displayed in the General tab:
2Click the Advanced tab. The Conference Properties - Advanced dialog box opens.
3The following information is displayed in the Advanced tab:
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The Conference Properties - Video Quality dialog box opens.
The following information is displayed:
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6Click the Video Settings tab to list the video parameters.
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Viewing the Properties of Ongoing SVC-based Conferences
To view the parameters of an ongoing SVC conference:
The Conference Properties - General dialog box with the General tab opens.
2The following information is displayed in the General tab:
3Click the Advanced tab. The Conference Properties - Advanced dialog box opens.
4The following information is displayed in the Advanced tab:
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Requesting Help
Request to Speak
Participant Alerts List
Participant Level Monitoring
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3Click on the Channel Status tab to view the status of the various channels.
The following parameters are displayed:
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In the Channel Status - Advanced tab, channels can be selected for viewing additional information:
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Monitoring SIP BFCP Content
Detecting Endpoint Disconnection
Detecting SIP Endpoint Disconnection
H323 Endpoint Disconnection Detection
Configuring the System Flag
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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
To define a Recording Link:
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Enabling the Recording Features in a Conference IVR Service
To modify the default recording settings for an existing Conference IVR Service:
Enabling the Recording in the Conference Profile
To enable recording for a conference:
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Recording Link Encryption
Recording Link Encryption Guidelines:
Recording Link Encryption Flag Setting
Recording Link Settings
Managing the Recording Process
Recording Layout
Using the Collaboration Server Web Client to Manage the Recording Process
To manage the recording process using the right-click menu:
To manage the recording process using the Conference toolbar:
In the Conferences pane, click one of the following buttons in the Conference tool bar.
Using DTMF Codes to Manage the Recording Process
Users, Connections, and Notes
Collaboration Server Users
User Types
Administrator
Administrator Read-only
Listing Users
To view the users currently defined in the system:
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
To disable a user:
Enabling a User
To enable a user:
Renaming a User
To rename a user:
Machine Account
Guidelines for defining a machine account
Monitoring
Active Directory
Connections
Viewing the Connections List
To list the users who are currently connected to the MCU:
Notes
Using Notes
To create a note:
To open or edit a note:
IP Network Services
IP Network Services
Management Network (Primary)
Default IP Service (Conferencing Service - Media and signaling)
Modifying the Management Network in the RealPresence Collaboration Server 800s
To view or modify the Management Network Service:
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4Click the Routers tab.
5Modify the following fields:
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6Click the DNS tab.
7Modify the following fields:
RealPresence Collaboration Server 800s - Default Management Network Service DNS
Modifying the Default IP Network Service in the RealPresence Collaboration Server 800s
Fast Configuration Wizard
To view or modify the Default IP Service:
3Modify the following fields:
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10 If required, click the QoS tab.
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12 Click the SIP Servers tab.
13 Modify the following fields:
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14 Click the Security tab.
15 Modify the following fields:
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Viewing the Management Network in the RealPresence Collaboration Server Virtual Edition
To view the Management Network Service:
The following fields can be viewed, but can not be modified:
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4Click the DNS tab.
The following fields can be modified, but their values will not be applied:
IP Network Monitoring
To monitor signaling status:
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3Click the H.323 tab.
The H.323 tab displays the following fields:
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5Click the ICE Servers tab.
The ICE Servers tab displays the following fields:
Using IPv6 Networking Addresses for Collaboration Server Internal and External Entities
Collaboration Server Internal Addresses
Default Management Network Service
External Entities
IPv6 Guidelines
Ethernet Settings
To modify the automatic LAN port configuration:
NAT (Network Address Translation) Traversal
Session Border Controller (SBC)
Deployment Architectures
Remote Connection Using the Internet
Business to Business Connections
The following Business to Business connection call flow options are supported:
FW (Firewall) NAT Keep Alive
To enable and modify FW NAT Keep Alive:
System Configuration in SBC environments
SIP Proxy Failover With Polycom Distributed Media Application (DMA) 7000
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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
To add new/additional Network Services:
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Setting a Network Service as Default
To designate an IP Network Service as the default IP Network Service:
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
To view the IVR Services list:
IVR Services Toolbar
The IVR Services toolbar provides quick access to the IVR Service definitions as follows:
Adding Languages
To add a language:
Uploading a Message File to the Collaboration Server
To upload messages to the MCU:
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Defining a New Conference IVR Service
Defining a New Conference IVR Service
To define a new Conference IVR Service:
2Define the following parameters:
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Change to Chairperson
Controlling the receipt of in-band and out-of-band DTMF Codes
Entry Queue IVR Service
Defining a New Entry Queue IVR Service
To set up a new Entry Queue IVR Service:
3Fill in the following parameters:
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Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service
To select the default Conference IVR Service:
Modifying the Conference or Entry Queue IVR Service Properties
To modify the properties of an IVR Service:
Replacing the Music File
Adding a Music File
To replace the Music file:
Creating Audio Prompts and Video Slides
Recording an Audio Message
To define the format settings for audio messages:
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To record a new audio message:
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Creating a Welcome Video Slide
To create a welcome video slide:
Inviting Participants using DTMF
Invite Call Flow
Entering Additional DTMF Codes
Error Handling
Enabling the Invite Participants using DTMF Option
To enable the Invite Participant using DTMF on the Collaboration Server:
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Disabling the Invite Participant Option
To disable the Invite Participant option:
External IVR Service Control
IVR Services Support with TIP Protocol
Guidelines for TIP Support with IVR Services
Default IVR Prompts and Messages
The system is shipped with the following audio prompts and messages:
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Volume Control of IVR Messages, Roll Call and Music
To control the volume of IVR music, Roll Call and messages:
IVR Services in TIP-Enabled Conferences
IVR Services in TIP-Enabled Conferences Guidelines
Entry Queue and Virtual Entry Queue Access
Configuring the Conference and Entry Queue IVR Services
Call Detail Record (CDR) Utility
The CDR File Properties
CDR File Formats
Multi-Part CDR Files
Enabling the Multi-Part CDR Option
CDR File Contents
Viewing, Retrieving and Archiving Conference Information
Viewing the Conference Records
To open the CDR utility:
Multi-part CDR File display
Refreshing the CDR List
To refresh the CDR list:
Retrieving and Archiving Conference CDR Records
To retrieve and archive CDR records:
RMX Manager Application
Installing the RMX Manager Application
Accessing or downloading the RMX Manager Installer
Accessing the RMX Manager Application Installer Directly from the MCU
Downloading the Installation files from Polycom Support Site
Accessing the RMX Manager Installer from the Login screen
Installing the RMX Manager on Your Workstation
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Installing the RMX Manager for Multi-User Capability
To install the RMX Manager for Multiple Users:
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Starting the RMX Manager Application
To use the browser:
To use the Windows Start menu:
Connecting to the MCU
To connect the RMX Manager to an MCU:
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RMX Manager Main Screen
MCUs Pane
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MCUs Toolbar
Conferences Pane
Starting a new conference
Collaboration Server Management
List Pane
Status Bar
System Alerts
Participant Alerts
Address Book
Conference Templates
Adding MCUs to the MCUs List
To add a Collaboration Server unit:
2Define the following parameters:
Starting a Conference
Starting a Conference from the Conferences Pane
To start a conference from the Conference pane:
Starting a Reservation
To start a conference from the Reservation Calendar:
Starting an Ongoing Conference or Reservation From a Template
To start an ongoing conference or a reservation from a Template:
Monitoring Conferences
To list participants from several conferences (running on the same or different MCUs):
Grouping the Participants by MCU
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Modifying the MCU Properties
To view and/or modify the MCU Properties:
Disconnecting an MCU
To disconnect an MCU:
Removing an MCU from the MCUs Pane
To Remove an MCU from the list:
Changing the RMX Manager Language
To select a language:
Import/Export RMX Manager Configuration
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Administration and Utilities
System and Participant Alerts
System Alerts
To view the System Alerts list:
Participant Alerts
To view the Participants Alerts list:
RMX Time
Altering the clock
To Alter the MCU Time:
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Resource Management
Resource Capacity
MCU Capacities in CP Only Conferencing and SVC Only Conferencing
Resource Usage in SVC Conferencing
MCU Capacities in Mixed CP and SVC Conferencing
AVC Conferencing - Voice
Forcing Video Resource Allocation to CIF Resolution
To force CIF resource:
To cancel the forcing of CIF resource:
Resource Reports
Displaying the Resource Report
In the main toolbar, click Administration > Resource Report.
For each resource type, the Resource Report includes the following columns:
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Resource Capacities in AVC CP, SVC and Mixed Mode Conferences
Port Usage Threshold
Setting the Port Usage Threshold
To Set the Port Usage Threshold:
SIP Dial-in Busy Notification
Port Usage Gauge
System Information
To view the System Information properties box:
SNMP (Simple Network Management Protocol)
MIBs (Management Information Base)
Traps
MIB Files
Private MIBs
Support for MIB-II Sections
The Alarm-MIB
Standard MIBs
Unified MIB
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Traps
Status Trap
RMX MIB entities that do not generate traps.
Defining the SNMP Parameters in the Collaboration Server
To enable SNMP option:
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19 Audible Alarms
Using Audible Alarms
Audible Alarm Permissions
Stop Repeating Message
To stop the Audible Alarm on the Collaboration Server Client or RMX Manager:
Configuring the Audible Alarms
User Customization
To Customize the Audio Alert on the Collaboration Server Client or RMX Manager:
Replacing the Audible Alarm File
To replace the Audio file on the Collaboration Server Client or RMX Manager:
Multilingual Setting
Customizing the Multilingual Setting
To customize 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
To customize the banners:
Banner Display
Software Management
Backup and Restore Guidelines
Using Software Management
To backup configuration files:
To restore configuration files:
To download MCU software files:
Ping the Collaboration Server
Using Ping
To Ping a network entity from the Collaboration Server:
Notification Settings
To configure the notifications:
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Logger Diagnostic Files
To access the Logger Diagnostic Files:
To Retrieve the Logger Files:
Viewing the Logger Files:
Information Collector
Standard Security Mode
Using the Information Collector
Step 1: Creating the Information Collector Compressed File
To create the compressed file:
Step 2: Saving the Compressed File
Step 3: Viewing the Compressed File
Auditor
Auditor Files
Retrieving Auditor Files
To access Auditor Files:
To retrieve files for storage on a workstation:
To open the file in the Auditor File Viewer:
Auditor File Viewer
To open the Auditor File Viewer from the Administration Menu:
To open an auditor event file stored on the workstation:
Audit Events
Alerts and Faults
Alerts and Faults that are recorded by the Auditor.
Transactions
Transactions that are recorded by the Auditor.
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ActiveX Bypass
Installing ActiveX
To install ActiveX components on all workstations in the network:
Resetting the Collaboration Server 800s
To reset the RMX:
Resetting the RealPresence Collaboration Server Virtual Edition
To restart the MCU instance:
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Upgrading and Downgrading
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System Configuration Flags
Modifying System Flags
To modify system flags:
4In the New Value field, enter the flags new value.
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Manually Adding and Deleting System Flags
To add a flag:
2In the New Flag field enter the flag name.
1In the System Flags dialog box, click the New Flag button. The New Flag dialog box is displayed.
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Manually Adding Flags to the CS_MODULE_PARAMETERS Tab
Deleting a Flag
To delete a flag:
Auto Layout Configuration
Customizing the Default Auto Layout
The table below lists the available layouts.
The table below lists the default layouts for according to the number of participants.
Example:
LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values
CS_ENABLE_EPC Flag
Automatic Password Generation Flags
Enabling the Automatic Generation of Passwords
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Hardware Monitoring
Viewing the Status of the Hardware Components
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To view the MCU Properties:
FAN Properties:
To access the Fan properties:
LAN 1, LAN 2, LAN 3, LAN4 Properties:
To access the properties of LAN connector:
Diagnostics
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Appendix A - Disconnection Causes
IP Disconnection Causes
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Appendix B - Active Alarms
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Appendix C - CDR Fields, Unformatted File
The Conference Summary Record
Event Records
Standard Event Record Fields
Event Types
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Event Specific Fields
The following tables describe the fields which are specific to each type of event.
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Disconnection Cause Values
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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
A conference is started using one of the following method:
Ad Hoc Conferencing with Authentication
Entry Queue Level - Conference Initiation Validation with an External Database Application
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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
To set the System Configuration flags:
Enabling External Database Validation for Starting New Ongoing Conferences
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Appendix G - Configuring Direct Connections to the Collaboration Server
Management Network (Primary)
Configuring the Workstation
To modify the workstations IP addresses:
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Connecting to the Management Network
Connecting to the Collaboration Server via Modem
Procedure 1: Install the RMX Manager
Procedure 2: Configure the Modem
Configure the modem as follows:
Procedure 3: Create a Dial-up Connection
To create a dial-up connection:
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Procedure 4: Connect to the Collaboration Server
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Appendix H - Integration Into Microsoft Environments
Overview
Conferencing Entities Presence
Multiple Networks
Interactive Connectivity Establishment (ICE)
ICE Guidelines
Connecting to the Collaboration Server in ICE Environment
Dialing Methods
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Integrating the Collaboration Server into the Microsoft Office Communications Server Environment
Setting the Matched URI Dialing Method
Office Communications Server side:
Collaboration Server side:
Configuring the Office Communications Server for Collaboration Server Systems
Setting the Trusted Host for Collaboration Server in the Office Communications Server
To set the Collaboration Server as trusted in OCS:
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Setting the Static Route for Collaboration Server in the OCS
To add Collaboration Server to the Routing Roles:
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Configuring the Collaboration Server System
Dialing to an Entry Queue, Meeting Room or Conference Using the Matched URI Method
To dial in directly to a conference or Entry Queue:
Setting the Numerical Dialing Method
Setting the Numerical Dialing for Collaboration Server Meeting Rooms
OCS side:
Collaboration Server side:
Optional. Removing the Collaboration Server from the Host Authorization List
To remove the definition of the Collaboration Server as trusted host from the Front End Properties:
Configuring the Collaboration Server as a Routable Gateway
To set up the Collaboration Server/DMA as a Voice Gateway:
Establishing a Voice Route to the Collaboration Server Voice Gateway
To establish the voice route:
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Starting a Conferencing Call from the MOC
Setting Simultaneous Numerical Dialing and Matched URI Routing
To create the TLS certificate in the Office Communications Server:
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Optional. Creating the Certificate Password File (certPassword.txt)
To create the certPassword.txt file:
Supporting Remote and Federated Users in Office Communications Server ICE Environment
Creating an Active Directory Account for the Collaboration Server
To add the Collaboration Server user to the Active Directory:
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Enabling the Collaboration Server User Account for Office Communication Server
To enable the Collaboration Server User Account for Office Communication Server:
Configure the Collaboration Server for ICE dialing
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Configure Collaboration Server Static Route and Trusted Application
To Configure the Collaboration Server Static Route and Trusted Application:
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Configure the Collaboration Server for Lync 2010/2013
To Configure the Collaboration Server for Lync 2010/2013:
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Import and install the Certificate on the Collaboration Server
To import and install a certificate:
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Collaboration Server System Flag Configuration
Enabling the Microsoft Environment
To configure the system flags on the Polycom Collaboration Server system:
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Microsoft RTV Video Protocol Support in CP
Participant Settings
Protocol Forcing
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Threshold HD Flag Settings using the RTV Video Protocol
Sharing Content via the Polycom CSS Plug-in for Lync Clients
Configuring the MCU for Content Sharing via the Polycom CSS Plug-in
Setting the System Flag
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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
To add the conferencing entity user to the Active Directory:
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Enabling the Conferencing Entity User Account for Office Communication Server or Lync Server
To enable the Conferencing Entity User Account for Office Communication Server:
To enable 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
Conferencing Behavior in CP Conferences
Monitoring Participant Connections
Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU Conference
To connect to an A/V MCU conference:
Configuring the Collaboration Server for Federated (ICE) Dialing
To configure the Collaboration Server for ICE Dialing:
Monitoring the Connection to the STUN and Relay Servers in the ICE Environment
Monitoring the Participant Connection in ICE Environment
To view the channel properties of the participant:
The following connection information is displayed:
For a detailed description of ICE Active alarms, see ICE Active Alarms.
Active Alarms and Troubleshooting
Active Alarms
ICE Active Alarms
The following table lists these active alarms:
Troubleshooting
Known Issues
Polycom Solution Support
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Lync 2013 SVC Connectivity to Polycom MCU
Deployment Architectures
Backward compatibility to Lync 2010
Video Resource Requirements and Implications
Support for HD1080p Resolution
Limit Maximum Resolution for MS SVC Using a System flag
ICE Configuration
Federation Configuration
System Flags for Cropping Control
Sharing Content during a Conference
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Cisco TIP Support
Lync 2013 Participant monitoring
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Monitoring Participant Properties - Channel Status - Advanced Tab
Deployment Architecture 1 - Collaboration Server Hosted
Look and Feel
Deployment Architecture 2 - MS AV MCU Cascade
Look and Feel for Lync clients and Group Series Endpoints
Look and Feel for Legacy Endpoints
Video Resource Requirement Selection in MS AV MCU Cascade
Video Forcing and Changing Layout in MS AV MCU Cascade
Handle Low Bit Rate Calls From the AV MCU
Remove Empty Cells From the Video Layout
Case 1
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Configure Collaboration Server Static Route and Trusted Application
To Configure the Collaboration Server Static Route and Trusted Application:
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Configure the Collaboration Server for Lync 2010/2013
To Configure the Collaboration Server for Lync 2010/2013:
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Import and install the Certificate on the Collaboration Server
To import and install a certificate:
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Appendix I - Polycom Open Collaboration Network (POCN)
Collaboration With Ciscos Telepresence Interoperability Protocol (TIP)
Deployment Architectures
Single Company Model - Polycom and Cisco Infrastructure
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Company to Company Models Using a Service Provider
Model 1
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Company A
Company B
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Administration
Gatekeepers
Standalone Polycom CMA/DMA System as a Gatekeeper
Neighbored Cisco IOS and Polycom CMA/DMA Gatekeepers
DMA
Configuring the Cisco and Polycom Equipment
Cisco Equipment
CUCM
Polycom Equipment
Configuring the Collaboration Server
Configuring DMA
Configuring CMA
Configuring Endpoints
Configuring Entry Queues and IVR Services
Entry Queue and Virtual Entry Queue Access
Procedure 1: Set the MIN_TIP_COMPATIBILITY_LINE_RATE System Flag
Procedure 2: Configuring Collaboration Server to statically route outbound SIP calls to DMA or CUCM
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Procedure 4: Configuring a TIP Enabled Profile on the Collaboration Server
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Content Sharing Behavior
Polycom Immersive Telepresence Systems (ITP) Version 3.0.3:
Polycom video conferencing endpoints (HDX) Version 3.0.3:
Cisco TelePresence System (CTS) Versions 1.7 / 1.8:
Procedure 5: Configuring an Ad Hoc Entry Queue on the Collaboration Server if DMA is not used
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Collaboration with Microsoft and Cisco
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Administration
DMA
Microsoft Lync Server
CUCM
Solution Interoperability Table
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TIP Layout Support & Resource Usage
Supported TIP Resolutions and Resource Allocation
Supported Resolutions
Resource Allocation
Configuring the Microsoft, Cisco and Polycom Components
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Content Sharing Behavior
Polycom Immersive Telepresence Systems (ITP) Version 3.0.3:
Polycom video conferencing endpoints (HDX) Version 3.0.3:
Cisco TelePresence System (CTS) Versions 1.7 / 1.8:
Encryption
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Resolution Configuration
Endpoints
Operations During Ongoing Conferences
Moving participants between TIP enabled meetings and non TIP enabled meetings is not possible.
Monitoring
CTS Participants
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Known Limitations
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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
To perform a Comprehensive Restore to Factory Default perform the following steps:
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Procedure C: Restore the System Configuration From the Backup
To restore configuration files:
System Recovery Using the Recovery DVD
Preparation for System Recovery
Performing the Recovery Process
Completing the System Configuration
To complete the system configuration:
Appendix K - SIP RFC Support
