Instruction/ maintenance manual of the product DOC2560B Polycom
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Po l y c o m ® RMX ® 1500/2000/4000 Getting Started Guide V ersion 7.0.1 | September 2010 | DOC2560B.
T rademark Information P olycom®, the P olycom “T riangles” logo, and th e names and marks associated with P olycom ’s products are trademarks and/or service marks of P olycom, Inc., and are registered and/or common-law marks in the Un ited States and various other count ries.
Regulatory Notices United St ates Federal Comm unication Commission (FCC) Part 15: Class A St atement. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
Chinese Communication C ertificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07 Regulatory Notices.
P olycom RMX 1500/2000/4 000 Getting Started Guide i T able of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 RMX 1500/2000/4000 ............ ......................................................... ....... 1-1 RMX Main Features .
T ab le of Cont ents ii IP Services ............. .................... ................. ................... ........... 2-2 Management Network ............ .................... ................... ........ 2-2 Default IP Service (Conferencing Service) .
P olycom RMX 1500/2000/4 000 Getting Started Guide iii RMX 2000 Web Client Screen Components ................... ................... .. 3-3 Viewing and System Functionality Permissions ............... 3-4 Conferences List ........... .................
T ab le of Cont ents iv Automatic Dial Out .............. .................... ................... ......... 3-37 Gathering Phase ................... ................. .................... .................... 3-37 Gathering Phase Guidelines ..... ...
P olycom RMX 1500/2000/4 000 Getting Started Guide v Copy Participant ................. ................... .................... ........... 3-76 Cut Participant .............. .................... ................... ................. 3-77 Paste Participant .
T ab le of Cont ents vi.
1-1 1 System Overview This Getting Started Guide provides infor mation on the installation and basic operation of your RMX system. For more information on configuring and managing the system, refer to the RMX 1500/2000/4000 Adm inistrator’s Guide included with the system.
Chapter 1-System Overview 1-2 The RMX unit has, in addition, been designed in comp liance with I ETF (Internet Engineerin g Task Force) – a large open interna tional community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architec tur e and the smooth operation of the Internet.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-3 The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN, by the RMX Web Client application, using Internet Explorer installed on the user’s workstation or the RM X Manager application.
Chapter 1-System Overview 1-4 RMX Main Features Conferencing Modes Dynamic Continuous Presence The dynamic Continuous Presence (C P) capability of th e RMX system enables viewing flexibilit y by offering multiple viewing op tions and window layouts for video conferenci ng.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-5 Telepresence Mode TPX (Telepresence) and RPX (Realprese nce) room sy stems are configu red with high definition camera s and displays that ar e set up to ensure that all participants share a sens e of being in the same room.
Chapter 1-System Overview 1-6 Additional video layouts have been created to give Telepresence operators more video layout options when configuring TPX room syste ms. These additional video layout options are available for selection when Telepresence is selected in the conferen ce profile.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-7 Operator Conference In Continuous Presence mode, a special conference that enables the RMX user, acting as an operator, to assi st participants without di sturbing ongoing conferences and without be ing heard by other conference participants.
Chapter 1-System Overview 1-8 H.239 / P eople+Content The H.239 protocol allows compliant en dpoints to share content. By default, all Conferences , Entry Queues , and Meeting Rooms launched on the RMX have H.239 capability. This protocol is also supported in MIH Cascading conferences.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-9 • Secure and unsecure a conference. • Request individual and conference assistance. PCM The Personal Conference Manager ( PCM ) interface enables the conference chairperson to control various conference feature s using his/her endpoint’s remote control device.
Chapter 1-System Overview 1-10 Conferencing Capabilities and Options On Demand Conferencing The following options are available to set up c onferences: • New Conference – set up once, use once. The conference is deleted from the MCU after it ends.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-11 • Dial-in: — for participants defined in advance (IP participants only) — for undefined participant s directly to a conference (IP and ISD.
Chapter 1-System Overview 1-12 • Locking out Users • Displaying the User Login record — Controlling the U ser Sessions includ es: • Limiting the maximum number of concurrent user sessions • .
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-13 • Message Overlay allows messages to be sent to all participants in an ongoing conference. • PCM enables the conference chairperson to control various conference features using his/her endpoint’s r emote control device.
Chapter 1-System Overview 1-14 W orkstation Requirements The RMX Web Client and RMX Manager applications can be installed in an environment that meets the following requirements: • Minimum Hardware – Intel® Pentium® III, 1 GHz or higher, 1024 MB RAM, 500 MB free disk space.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-15 W indows 7™ Security Settings If Windows7 is installed on the workstation, Protected Mode must be disabled before downloading the Version 7.0 software to the wor kstation. To disable Protect ed Mode: 1 In the Internet Options dialog box, click the Security tab.
Chapter 1-System Overview 1-16 2 Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-17 3 After successful connection to RMX , the Enable Protected Mode check boxes can be se lected to enable Protected Mode for the following tabs: .
Chapter 1-System Overview 1-18 The Internet Opt ions dialog box is displayed wit h General tab open. 5 In the Browsing history section, click the Delete button.
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-19 The De lete Browsing History dialog box is displayed. 6 Select the Temporar y Internet files and Cookies check boxes. 7 Click th e Delete button. 8 The Delete Browsing Histor y dialog box closes and the files are deleted.
Chapter 1-System Overview 1-20 The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button..
P olycom RMX 1500/2000/4 000 Getting Started Guide 1-21 The Down loaded Program Files fo lder containing the installed Program Files is displayed. 11 Select the CEMAClassLoaderCntl Obje ct file 12 Press the Delete key on the workstation.
Chapter 1-System Overview 1-22.
2-1 2 First Time Installation and Configuration First Time Installation and Configuration of the Polycom RMX 1500/200 0/4000 consists of the fo llowing procedures: 1 Preparations: — Gather Network Eq uipment and Ad dress Information - get the information needed for integrat ing the RMX into the local network.
Chapter 2-Fi rst Time Installation and Configuration 2-2 Preparations Gather Network Equipment and Address Information IP Services The IP addresses and network parameters which enable communication be.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-3 IP Network Services R equired Information When installing an RMX unit, thes e default IP address es must be modified to your local network setting s.
Chapter 2-Fi rst Time Installation and Configuration 2-4 ISDN/PSTN Services The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN switch and the ISDN li nes running from the ISDN/PSTN switch to the ISDN card installed in the RMX.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-5 Unpacking the RMX Unpacking the RMX 1500 To unpack and lift the RMX 1500: 1 When you receive the RMX 1500 packing case, inspect the equipment for damage and verify that the components match the packing slip.
Chapter 2-Fi rst Time Installation and Configuration 2-6 Two boxes are pla ced on the top Strato cell®, labelled: — Installation Accessories . This kit contains the power cables and a Disk-on Key (DOK).
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-7 4 Remove the boxes and to p Stratocell® and open the anti-stati c plastic bag wrapping the RMX. 5 Holding the handle on each side, lift the RMX 40 00 from the box, and place it on a flat surface or in a rack.
Chapter 2-Fi rst Time Installation and Configuration 2-8 Modifying the Factory Default Management Network Settings on the USB Key The USB key contains a text file, lan.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-9 Hardware Installation and Setup The RMX 1500/RMX 2000 unit should be mounted in a 19”rack in a well ventilated area. The RMX 4000 unit can be m ounted in a 19” or 23”rack in a well ventilated area.
Chapter 2-Fi rst Time Installation and Configuration 2-10 Mounting the RMX 1500 in a Rack There are two methods for installing the RMX in a 19” rack: • Using rack brackets on the RMX 1500 – Install ra ck brackets, supplied by the rack manufact urer, in the rack.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-11 Connecting Cables on the RMX 1500 To connect the cables : •F o r t h e RTM-IP 1500 module : — Connect the Media cable to LAN 2 port . — Connect the Network cables to the MNG (Signaling) port & MNGB (Management Network) port .
Chapter 2-Fi rst Time Installation and Configuration 2-12 Installing the RMX 2000 • The following procedures have to be performed to install the RMX 2000 in your site: • Installing th e RMX in a r.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-13 Connecting Cables on the RMX 2000 Connect the following cables to the back pane l: •P o w e r c a b l e •L A N c a b l e t o LAN 2 Port •E 1 / T 1 C a b l e s t o PRI Ports Do not remove the protective caps from LAN1, LAN3 and ShMG ports.
Chapter 2-Fi rst Time Installation and Configuration 2-14 Installing the RMX 4000 The following procedures have to be performed to instal l the RMX 4000 in your site: • Mounting the RMX in a rack .
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-15 Connecting the RMX 4000 to the Power Sources Connect the following power cables to the RMX 4000 back panel: AC Power Supply connections: 1 Insert power cables to each of the three AC Power E ntry Modules (PEMs).
Chapter 2-Fi rst Time Installation and Configuration 2-16 3 Remove the transparent plastic caps on the terminal block. 4 Using the two wires of an 10 AWG cable running from the DC power distribution unit, connect the blac k wire into the -48VDC terminal block and the red wire to the RTN terminal block.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-17 If the unit is rack mounted, the single-point ground on the MCU must be connected to the rack with a single conductor and fixed as to prevent loosening. When using bare conductors, they must be coated with an appropriate antioxidant co mpound before crimp connections are made.
Chapter 2-Fi rst Time Installation and Configuration 2-18 Connecting Cables on the RMX 4000 To connect the cables (AC and DC systems): • RTM-IP 4000 : — Connect the Management Networ k cable to LAN 2. — Connect the Signalling cable to LAN 3. — Connect the Shelf Management cable to LAN 6.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-19 First Entry P ower-up and Configuration There are four procedures necessary for setup of the new RMX. It is important that they are perfor med in the following sequence: 1 First-time Power-up 2 Product Registration.
Chapter 2-Fi rst Time Installation and Configuration 2-20 2 Power the RMX On . AC System - Turn ON the power by pressing on the power switch located on the rear panel of the RMX 1500/2000/4000. DC System (RMX 4000) - Turn ON the Main that supplies power to the RMX and then turn ON each of the DC power rail modules.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-21 Procedure 3: Connection to MCU 1 Start the RMX Web Client application on the wor kstation. a In the browser’s address l ine, enter the IP address of the Control Unit in the format: http://<Control Unit IP Address>, as defined in the USB key.
Chapter 2-Fi rst Time Installation and Configuration 2-22 Procedure 4: Modifying the Default IP Service and ISDN/ PSTN Network Service Settings The Fast Configuration Wizard assists in co nfiguring the Signaling Network Service. It starts automatically if no Signaling Network Service is defined.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-23 Fast Configuration Wizard 1 Enter the required IP information in the dialog box. RMX 1500 RMX 4000 RMX 2000.
Chapter 2-Fi rst Time Installation and Configuration 2-24 2 Click Next . T able 2-3 Fast Configuration Wizard – IP Signaling Field Description Network Service Name The name Default IP Service is assigned to the IP Network Service by the Fast Configuration Wizard.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-25 3 Enter the required Ro uters information in the dialog box. 4 Click Next . T able 2-4 Fast Config uration Wi zard – Routers Field Description Default Router IP Address Enter the IP address of the default router .
Chapter 2-Fi rst Time Installation and Configuration 2-26 5 Enter the required DNS information in the dial og box. T able 2-5 Fast Configuration Wizard – DNS Field Description MCU Host Name Enter the name of the MCU on the network. Default name is RMX.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-27 6 Click Next . 7 Select the IP Network Type: H.323, SIP or H.323 & SIP . 8 Click Next . 9 If you selected SIP only, go to Step 13. 10 Enter the required Gatekeeper information in the dialog box.
Chapter 2-Fi rst Time Installation and Configuration 2-28 11 Click Next . 12 If you selected H.323 only, go to Step 15. T able 2-6 Fast Configuration Wizard – Gatekeeper Field Descrip tion Gatekeepe r Select Spec if y to enable configuration o f the gatekeeper IP address.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-29 13 Enter the required SIP Server information in the dialog box. T able 2-7 Fast Configuration Wizard – SIP Server Field Description SIP Server Select: • Spec ify – to manually configure SIP servers.
Chapter 2-Fi rst Time Installation and Configuration 2-30 14 Click Next . Enter the required Security information in the dialog box. 15 Click Next . T ransport T ype (cont.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-31 The IP Network Service is created and confirmed. 16 Click OK . During the initial RMX setup, if the system detects the presence of the RTM ISDN card, the I SDN /PSTN Network Service definition screens of the Fast Configuration Wizard are enabled.
Chapter 2-Fi rst Time Installation and Configuration 2-32 17 Define the following parameters: 18 Click Next . T able 2-9 Fast Configuration Wizard – ISDN Service Settings Field Descrip tion Network Service Name S pecify the service provider ’s (carrier) name or any other name you choose, using up to 20 characters.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-33 The PRI Settings dialog box opens. 19 Define the following parameter s: T able 2-10 Fast Configuration Wizard – PRI Setti ngs Field Description Default Num T ype Select the Default Num T ype from the list.
Chapter 2-Fi rst Time Installation and Configuration 2-34 20 Click Next . The Span Definition dialog box opens. Num Plan Select the type of signaling (Number Plan) from the list according to information given by the service provider . Default: ISDN Note: For E1 spans, this p arameter is set by the system.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-35 21 Define the following parameter s: 22 Click Next . T able 2-1 1 Fast Configuration Wizard – Spans Definition Field Description Framing Select the Framing format used by the carrier for the network interface from the l ist.
Chapter 2-Fi rst Time Installation and Configuration 2-36 The Phones dialog box opens. 23 Click Add to define dial-in number ranges. The Add Phone Number dialog box opens. 24 Define the following parameters: 25 Click OK . The new range is added to the Dial-in Phone Numbers table.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-37 With dial-in connections, the MCU CLI indicates the MCU’s number dialed by the participant. In a dial-out connection, indicates the MCU (CLI) number as seen by the participant. 28 Click Sav e & Continue .
Chapter 2-Fi rst Time Installation and Configuration 2-38 — Slot – the MP M/MPM+/ MPMx card that the RTM ISDN / RTM ISDN 1500 card is connected to (RMX 2000: MPM 1 / MPM2 RMX 4000: MPM1/MPM2/MPM3/MPM4 ). — Service – the ISDN/PS TN Network Service to which the span is assigned.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-39 The System Flags dialog box is displayed. 32 Enter the required System Flags information in the dialog box. T able 2-13 Fast Configuration Wizard – System Flags Field Description / Default Conference ID Length (MCU) The number of digits of the Conferen ce ID to be assign ed by the MCU.
Chapter 2-Fi rst Time Installation and Configuration 2-40 These flags can be modified later, if required, by selecting the System Configuration option from the Setup menu. For more information, see the RMX 1500/2000/4000 Adm inistrator’s Guide, ”System Configuration” on page 18-5 .
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-41 On first entry, the default Username and Password are both POLYCOM . In the RMX Web Client’s Main Screen an MCU State i ndicator display s a progress indicator showing the t ime remaining until the system start-up is compl ete.
Chapter 2-Fi rst Time Installation and Configuration 2-42 2 Click the check boxes of the language s to appear in the Login screen of the RMX Web Client. For m ore in formatio n see t he RMX 1500 /2000/ 4000 Administrator’s Guide ”Multiling ual Setting” on page 18-88 .
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-43 Conferen ce Profile Name: Factory Video Profile A Conference Profile is assigned to a Meeting Room to define its conferencing parameters, such as line rate and video resolution.
Chapter 2-Fi rst Time Installation and Configuration 2-44 Entry Queue Name ID DefaultEQ 1000 Using an Entry Queue enables one dial-i n number to be used for all conferences. In the Entry Que ue, participant s are prompted for information to enable routing to their destination conferences.
P olycom RMX 1500/2000/4 000 Getting Started Guide 2-45 Customizing the RMX’s Defa ult Conferencing Settings You can customize the conferencing entities to your organization’s requirements: • To customize the Voice Prompts and Video Slides to different organizations, users, languages et c.
Chapter 2-Fi rst Time Installation and Configuration 2-46 For more information, see the RMX 1500/2000/4000 Administrator’s Guide , ”Address Book” on page 5-1 .
3-1 3 Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferen ces • Monitoring and managing participants and endpoints as individuals or groups . — Participant – A person using an endpoint to connect to a conference.
Chapter 3-Basic Operation 3-2 To start the RMX 2000 Web Client: 1 In your browser address line, enter http://< Control Unit IP Address> and press the Enter key. The Login screen is di splayed. 2 Enter your Username and Password and click the Logi n button.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-3 RMX 2000 W eb Client Screen Components The RMX 2000 Web Cl ient’s main screen consists of five panes: • Conference List • List Pane • RMX.
Chapter 3-Basic Operation 3-4 Viewing and System Func tionality P ermissions The RMX 2000 Web Client user’s viewing and system functionality depend on the authorization level assigned to each user a.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-5 Conferences List If you are logged in as a user with Operator or Administrator permissions: The Conferences pane lists all the conferen ces currently running on the MCU along with their Status , Conference ID , Start Tim e and End Time data.
Chapter 3-Basic Operation 3-6 List Pane The List pane displays details of the item sel ected in the Conferences pane or RMX Management pane . The title of the pane changes according to the selected item . When selecting an ongoi ng conference in the Conferenc es pane, it displays the list and parameters of the connected participants.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-7 System Alerts This is a list of system problems. The alert indicator flashes red wh en at least one system alert is active. The flashing continues until a user with Operator or Administrator permission reviews the list.
Chapter 3-Basic Operation 3-8 •T h e High Port Usage threshold. The High Port Usage threshold repr esents a percentage of the total number of video or voice ports availa ble. It is set to ind icate when resource usage i s approaching its ma ximum, resulting in no free resources to run additional conferences.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-9 Address Book The Address Book is a list of Participants and Groups that have been defined on the RMX. The information in the Address Book can be modified only by an administrator. All RMX users can, however, vie w and use the Address Book to assign participants to conferences.
Chapter 3-Basic Operation 3-10 Displaying and Hidi ng the Address Book The first time you access the RMX Web Client , the Address Book pane is displayed. You can hide it by cl icking the anchor pin ( ) button. The Address Book pane closes and a tab appear s at the right ed ge of the screen.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-11 Clicking the tab opens the Conference Templates list pane. Hide the Conference Templates list pane by clicking the anchor pin ( ) button in the top right corner of the pane. The Conference Templates list pane closes and a tab appears in the top right corner of the screen.
Chapter 3-Basic Operation 3-12 To sort the data by any fi eld (column heading): 1 In the Conference list or List view pane, click on the column he ading of the field to be used for sorting. A or symbol appears in the column heading indicat ing that the list is sorted by this field, as well as the sort order.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-13 You can move items between the Frequently Us ed and Rarely Used sections depending on the operations you most commonly perform and the way you prefer to work with the RXM Web Client. This only works in List view because in Toolbar view, all items are represented by icons.
Chapter 3-Basic Operation 3-14 The Frequently Use d and Rarely Used sections can be expanded or collapsed by clicking the and buttons..
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-15 Starting a Conference There are several ways to start a conference: • Clicking the New Conference button in the Conferences pane. For more information, see " Starting a Conference fr om the Conferences Pane” on page 3-16 .
Chapter 3-Basic Operation 3-16 Starting a Conference from the Conferences P ane To start a conference from the Conference pane: 1 In the Conferences pane, click the New Conference ( ) button.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-17 General T ab 2 Define the following parameter s: T able 3-2 New Conference – Gen eral Options Field Description Display Name The Display Name is the conferencing entity name in native language character se ts to be displayed in the RMX Web Client.
Chapter 3-Basic Operation 3-18 Routing Name Routing Name is the name with which ongoin g conferences, Meeting Room s, Entry Queues and SIP Factories register wi th various devices on the network such as gatekeepers and SIP server . This name must defined using ASCII ch aracters.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-19 Conference Password Enter a password to be used by participant s to access the conference . If left b lank, no password is assigned to the conference . This password is valid only in conference s that are configured to prompt for a conference password.
Chapter 3-Basic Operation 3-20 Reserve Resources for Audio Participants Enter the number of audio participants for which the system must reserve resources. Default: 0 participants. Maximum: • MPM Mode: 80 participant s. • MPM+ Mode: 200 participants (if all ports are set to Audio Only).
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-21 3 If all participants are undefi ned, dial-in and no addi tional information is required for the new conference, click OK . 4 To add participants fr om the Participants Address Book or to define participants (mainly dial-ou t participants) click the Participants tab.
Chapter 3-Basic Operation 3-22 The following table describes the information displayed in the Participants List and the operations that can be performed.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-23 Participants can be added to the conference in the following methods: — Defining a new participant during the definition of the conference (clicking the New button).
Chapter 3-Basic Operation 3-24 — Once the conference has started, participants can be added to a conference directly from the Participants Address Book without having to use the New Conference – Participants tab. For more details, see " Adding Participants from the Address Book” on page 3-61 .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-25 8 The selected participants are assign ed to the conference and appear in the Particip ant List .
Chapter 3-Basic Operation 3-26 11 Enter the following i nformation: 12 Click OK . An entry for the new conference appear s in the Conferences pane. If no participants were defined for the conference or as long as no participants are connected, the indication Empty and a warning icon ( ) appear in the Status column in the Conferences pane .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-27 Starting a R eservation To start a conference from the Reservation Calendar: 1 In the RMX Management pane, click the Reservations entry ( ). The Reser vation Calendar is displayed. 2 Click th e New Reservat ion () b u t t o n .
Chapter 3-Basic Operation 3-28 The New Reservation – General tab dialog box opens. 3 Optional. Select the Enab le ISDN/PSTN Dial-in check box if you want ISDN and PSTN participants to be able to connect directly to the conference.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-29 The conference is started. If an IS DN/PSTN dial-in n umber was assigned to the conference either automatica lly or manually, this nu mber can be viewed in the Conferences pane.
Chapter 3-Basic Operation 3-30 Participants that are connected to other ongoing confe rences when the template becomes an ongoing conference are not connected. For detailed description of Conference Templates, see RMX 1500/2000/ 4000 Administrator’s Guide , " Conference Templates” on page 8-1 .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-31 Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation Polycom Conference information is included in the meeting invitation sent by Outlook to each meeting attendee.
Chapter 3-Basic Operation 3-32 Connecting to a Conference Direct Dial-in Direct dial-in connection to conferen ces and Meeting Rooms is available to all endpoints. Participants must be pro vided with a dialing stri ng which can vary according to the network type, conf erence password and chairperson password.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-33 H .323 Participants For H.323 participants, the dialing stri ng is composed of the MCU prefix in the Gatekeeper and the conference ID.
Chapter 3-Basic Operation 3-34 Connecting to a P olycom Co nference from an Outlook Meeting Invitation Attendees that have received a Meeting Invitati on via Outlook using the Polycom Conferencing Add.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-35 Entry Queue Access Access via an Entry Queue allows all participants to dial the same entry point that acts as a routing lobby. Once in the Entry Queue, participants are guided to the conference accor ding to the conference ID they enter.
Chapter 3-Basic Operation 3-36 H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct Conference ID of destinatio n conference to the initial dial string: [ Gatekeeper Prefix][EQ ID] [##Destination Conference ID] Example: Conference ID 1001 H.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-37 Example: Entry Queue ID 1000 Assigned Dial-in number 4631000 ISDN/PSTN participants dial 4631000 Dial- out P articipants Automatic Dial Out Dial-out participants are defined with their dial-out number.
Chapter 3-Basic Operation 3-38 During the Gathering Phase , the audio of all participants can be heard, and the video of active speakers is displayed in the video windo ws as they begin talking.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-39 Gathering Phase Guidelines •T h e Gathering Phase slide can be displayed at any time during the conference by entering the Show Participants DTMF code, *88 . •T h e Gathering Phase is not supported in Video Switching Conferences .
Chapter 3-Basic Operation 3-40 the Gathering slide is displayed in a smaller video wi ndow in the layout. For more information see, the RMX 1500/ 2000/4000 Ad ministrator’s Guide , " Gathering Phase” on page 2-36 .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-41 T e xt Indication in the Video Layout Endpoint Names During conferences you can view th e names of the endpoints that are connected to the conference in your endpoint’s video layout windows.
Chapter 3-Basic Operation 3-42 — For a SIP undefined participant: • Display the SIP Displa yName field. or Display the SIP Address (SIP application server). or Display the SIP ContactDisplay field. or Display nothing if all the fields are empty. — For a defined H.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-43 The Participant Properties – Media Sources dialog box opens: 2 Enter the new Display Name in the Name field.
Chapter 3-Basic Operation 3-44 T ext Indication The Text Indication appears in the window of the current speaker in the participant’s layou t in addition to the endpoint name. It displays the conference Secure mode (on or off), total number of connected participants, number of video pa rticipants and number of audio participants.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-45 This setting is recommended for MCUs running Te lepresence conferences. For more information, see the RMX 1500/2000/4000 Administrator’s Guide , “System Configuration” on page 18-5 .
Chapter 3-Basic Operation 3-46 Message Overlay Message Overlay allows messages to be sen t to all participants i n an ongoing conference. A maximum of 24 Unicode characters can be sent as a Message Overlay . The message can be set to be displaye d at various positions on the screen in different colo rs, static or scrolling.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-47 Monitoring Ongoing Conferences Conference monitoring enables you to keep track of conferences and their participants: if all its participants are correctly connected and whether errors or faults have occurred.
Chapter 3-Basic Operation 3-48 • Right-clicking anywher e in the Conferences or Participants pane and selecting an operation from the menu. Multi Selection Using multiple selection, you can monitor and perform simultaneous operations on multiple part icipants in multiple conferences.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-49 Using the Chairperson P assword for Filtering If you are logged in as a chairperson, the Chairperson Password fiel d is displayed. It enables you to search for, and display a list of, ongoing conferences for which you have the password.
Chapter 3-Basic Operation 3-50 No status indicator d isplay in the Status column means that the conference is running without problems. One or more of the status indicators listed in Table 3-5 may appear in the Status column.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-51 Additional information about the c onference can be viewed when accessing the conference properties. S tatus Displays the status of the ongoing conference. If there is no problem with th e participant’s connection no indication is displayed.
Chapter 3-Basic Operation 3-52 To monitor a conference: In the Conference List pane, double click the name of the conference you wish to monitor, or right-click the conference and then click Conferen ce Properties . The Conference Properties - General dialog box opens.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-53 These voice messages can be replaced with audio tones. The use of tones requires that the appropriate tone files in *.wav format be uploaded and configured to replace the Roll Call Joined and Roll Call Left message files.
Chapter 3-Basic Operation 3-54 Monitoring Ongoing Gateway Sessions Ongoing Gateway Sessions that are created when calling the Gateway Profile, are listed in the ongoing C onferences list pane and are monitored in the same way as the conference s.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-55 S tatus Displays the connection status (text and icon) of the participant. If there is no problem with the participant’ s connection no indication is displayed. Connected – The participant is successfully connected to the conference.
Chapter 3-Basic Operation 3-56 Role Displays the participant’ s role or function i n the conference: Chairperson – The participant is defined as the conference chairperson. The chairperson can manage the conference using touch-tone signals (DTMF codes).
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-57 Audio Displays the status of the participant’s audio channel. If the participant’ s audio is connected and the channel is neither muted nor blocked, no indication is displayed. Disconnect ed – Participant’s audio channel is disconnected.
Chapter 3-Basic Operation 3-58 For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 10-15 . Video Preview Video Preview enables the RMX users to monitor the quality of the video sent and received by the particip ant and identify possible quality degradation.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-59 — View Partici pant Sent Video - to display the vide o sent from the participant to the conference. — View Participant Received Video - to display t he video sent from the conference to the participant.
Chapter 3-Basic Operation 3-60 Operations P erformed During On Going Conferences Conference Level operations Changing the Duration of a Conference The duration of each conference is set whe n the new conference is created. The default duration of a conference is 1 hour.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-61 To terminate a conference manually: 1 In the Conferences list, select the confer ence you wish to delete and click the Delete Conference ( ) button. You are prompted for confirmation. 2 Click OK to terminate the conference.
Chapter 3-Basic Operation 3-62 Moving Particip ants RMX users can assist participants by performing the following operations: • Move a participant to an Operator conference (Attend a p articipant). • Move a participant to the Home (destination) conference.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-63 When selected, the Move to Conference dialog box opens, letting you select the name of the destination conference.
Chapter 3-Basic Operation 3-64 Saving an Ongoing Conf erence as a T emplate Any conference that is ongoing can be saved as a template. To save an ongoing conf erence as a template: 1 In the Conferences List , select the conference you want to save as a Template.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-65 2 In the drop-down menu select Copy Conference . Paste Conference The Paste Conference command starts the new conference on the same RMX or on a different RM X . To paste a conference: >> Right-click in the Conferences List pane and in the drop-down menu select Paste Conference .
Chapter 3-Basic Operation 3-66 b In the Conferences list pane, right-click, and in the drop-down menu sel ect Paste Conference. The conference is pasted to the RMX with a Di splay Name is assigned by the system.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-67 b In the Conferences list pane, r ight-click, and in the drop-down menu select Paste Conference As . The Conference Properties dialog box is displayed. 2 Modify the conference information as required.
Chapter 3-Basic Operation 3-68 • Conferen ce Level – Applies to all conference participants. A ll participants have the same video layout. • Participant L evel – The participant’s video layout is chan ged. All other conference participants’ video layouts are not affected.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-69 3 From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK . Video Forcing Users with Chairperson or Operator permission can select which participant appears in each of the video layout windows using Video Forcing .
Chapter 3-Basic Operation 3-70 • Participant level video fo rcing overrides conference level video forcing. • A participant can view him/herself in a layout window, by selecting the Same Layout optio n. • When different size video windows ar e used in video layouts such as 1+2, 1+3, 1+4, etc.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-71 5 Repeat step 3 to force participants to other windows. 6 Click OK . To cancel Video Forcing for a window: 1 In the Conference Properties dialog box, select the Video Settings tab. 2 In the video layout window, in the Participants list , select Auto .
Chapter 3-Basic Operation 3-72 Enabling and Disab ling Video Clarity™ The user can enable or disable Vi deo Clarity™ during an ongoing conference. To enable or disable Video Clarity: 1 In the Conf.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-73 Pa rticipant Level Operations Participant Level Operations enable you to modify and control the connections and statuses of particip ants in ongoing conferences, as described in Table 3-7.
Chapter 3-Basic Operation 3-74 Suspend Video Suspend the video transmis si on from the participant to the conference. The suppressed participant’ s video is not transmitted to the conference but the participant still receives conference video.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-75 Copy Participant Copy the all participant’s parameters in preparation for Pasting into another conference or back into the current conference.. Cut Participant Copy the all participant’s parameters and delete the participant from the current conference.
Chapter 3-Basic Operation 3-76 Copy Cut and Paste P articipant The RMX user can Copy , Cut and Paste participants between differ rent conferences running on the RMX, including his/her current confer ence.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-77 2 In the drop-down menu select Copy Participant . Cut Participant The Cut command copies all the participant’s properties and makes them available for pasting . The participant is deleted from his/her current conference.
Chapter 3-Basic Operation 3-78 Pas t e Pa r t i c i pa n t The Paste command connects the copied or cut participant to the select ed conference. If the participant was copied , he/she should be deleted from the conference he/she was copied from, unless it is required that the participant is connected to two (or more) conferences.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-79 automatically opens the Address Book - Participant Properties dialog box allowing the RMX user to modify the participant’s properties effectively creating a new participant.
Chapter 3-Basic Operation 3-80 c Right-click, and in the drop-down menu select Paste Participant As . The Address Book - Participant Properties dialog box is displayed.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-81 3 Click th e OK button to connect the new participant to the selected conference. Personal Layout Control with the RMX W eb Client RMX users can.
Chapter 3-Basic Operation 3-82 To cancel the Perso nal Video Layout selection and return to the conference la yout: 1 In the Participant Properties dial og box, select the Medi a Sources tab. 2 In the Layout Type list, select Conference . 3 Click OK .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-83 The Personal Layout keypad options menu is displayed on the video screen. 2 On the endpoint’s remote keypad, pr ess the number corresponding to the number of video squares you wish to select. For example, if yo u want a four-square video layout, pres s .
Chapter 3-Basic Operation 3-84 The following table summarizes the Video Layout options available via Click&View . Conference Control Using DTMF Codes Participants and chairp ersons can manage thei r connection to ongoing conferences from their endpoints, us ing touch-tone signals (DTMF codes) from their endpoints.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-85 Permissions for DTMF actions to be performed by all confer ence participants or by chairperson only are configured in the Conference IVR Service assigned to the conference.
Chapter 3-Basic Operation 3-86 Req u es t i ng H e lp A participant can request help using the appropriate DTMF code from his/her touch tone telephone or the endpoint’s DTMF input device. The participant can request Individu al Assistance (default DTMF code *0 ) or Conference Assistance (default DTMF code 00 ).
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-87 P ersonal Conference Manager (PCM) The Personal Conference Manager ( PCM ) interface enables the conference chairperson to control various conference feature s using his/her endpoint’s remote control device.
Chapter 3-Basic Operation 3-88 • FECC is available to all IP participants in the conference with the exception of the chairperson that has an active PCM session. • If enabled, Message Overlay is not displaye d while PCM is active. • Normal conference video is resumed after 4 seconds of inactivity within the PCM menu.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-89 The defau lt value of the Permission field is Everyone . It can be modif ied to Chairperson . Everyone /Chairperson Default DTMF Code ‘##”.
Chapter 3-Basic Operation 3-90 PCM Interface Initiating P CM For IP endpoints: PCM is activated by pressing the Far key ( ) followed by any of the Arrow Keys on the Remote Control Device . For ISDN/PSTN endpo ints: PCM is activated by pressing ## on the Remote Control Devi ce .
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-91 R emote Contro l Device Keys PCM facilitates user in teraction with the RMX using DTMF Codes and the Arrow ( FECC ) keys of the endpoint’s re mote control device.
Chapter 3-Basic Operation 3-92 DTMF Codes - Numeric Keys Right • Go down one menu level. • Confirm current selection in the PC M menu. • Select the video window to the right whe n navigating a video layout. • Initiate PCM from a conference. Up • Cycle upward through the displayed menu op tions.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-93 DTMF codes are entered using the Remote Devic e Numerics Keys and are defined as foll ows: T able 3-1 1 PCM - DTMF Codes Numeric Key Description 0 • Number input. • Shortcut key to a numbered menu option - when conference video or the PCM menu is displayed.
Chapter 3-Basic Operation 3-94 PCM Main Menu - Level 1 Click&View With the Click&View application, participants can change their Personal Layouts using the Arrow Keys or DTMF codes entered using the Numeric Keys of their endpoints.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-95 •H . 3 2 3 •S I P •V o I P •I S D N •P S T N b Press the # key to initiate the call. 5 Optional. a Use the Arrow Keys to select the Directory button to select the Alphabetic Grouping sub menu.
Chapter 3-Basic Operation 3-96 c Use the Up/Down and Left /Right arrow keys to select a Particip ant. d Press # or the Zoom In key to initiate the call. Participants Mute/Status This function is not availa ble to chairpersons using PCM with ISDN endpoints.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-97 2 Use the Up/Down/Left/Right arrow keys to select a Mute, Block or Suspend status icon. 3 Use the Zoom In key to toggle the state of the audio and video channels of the participants’ endpoints.
Chapter 3-Basic Operation 3-98 Camera Co ntrol This function is not availa ble to chairpersons using PCM with ISDN endpoints. The endpoint to be controlled must support Far End Camera Control (FECC). Using the arrow keys of the remote control device, the chairperson can control the direction, zoom and focu s of a remote endpoint’s camera.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-99 Following a 10 second delay, the FECC a c t i v e i c o n ( ) i s d i s p l a y e d in the video image of the selected site. 4 Use the Up/Down/Left/Right/Zoom In/Zoom Out arrow keys to control the remote camera.
Chapter 3-Basic Operation 3-100 The Video Force sub menu is d isplayed. 2 Use the Up/Down/Left /Right arrow keys to select the window of the video layout that y ou want the specif ic participant to be disp layed in.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-101 To use the recording functions: 1 Use the Up/Down arrow keys to select Recor ding in the Main Menu and then press the Right arrow or # key to confirm yo ur selection. or Press the 6 key on the Remote Device .
Chapter 3-Basic Operation 3-102 To stop recording: While recording is in progress, use the Up/Down arrow keys to se lect Stop Recording and then press the Right arrow or # key to confirm your selection.
P olycom RMX 1500/2000/4 000 Getting Started Guide 3-103 T erminate Conference Although this function can be accessed and viewed by chairpersons using PCM with ISDN endpoints, conference termination cannot be executed.
Chapter 3-Basic Operation 3-104.
A-1 Appendix A Glossary This appendix lists the term s and a bbreviations that are related to the Polycom RMX 1500/2000/4000, and are commonly used in the RMX documentation . Abbreviation/ Te r m Explanation AGC Auto Gain Control. A mechanism that regulates noise and audio volume by ke eping the re ceived signal of all participants balanced.
Chapter A-Glossary A-2 BRI Basic Rate Interface. A type of ISDN connection for transiting data, consisting of 3 chann els: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps). Carrier A telephone or other company that provides telecommunication transmission services.
P olycom RMX 1500/2000/4 000 Getting Started Guide A-3 DTMF Dual T one Multi Frequency . A system of coded signals used by touch-tone telephones in which a specific sound, frequency or tone is assi gned to each key so that the signal can be easily recognized by a computer .
Chapter A-Glossary A-4 H.230 ITU-T standard that defines simple multipoint control systems procedures and desc ribes network maintenance functions. H.231 ITU-T standard that defines a set of MCU functions and operational requirements.
P olycom RMX 1500/2000/4 000 Getting Started Guide A-5 ISDN Integrated Services Digital Ne twork. A set of protocol and interface standards (voice, video and data) that comprise a telephone network.
Chapter A-Glossary A-6 QCIF Quarter CIF . A video format with image size of 176x144 pixels that transmits 9.1 15 Mb ps at 30 frames per second (a quarter of the capacity of CIF). For more info rmation, see CIF . QoS Quality of Service. QoS defines the performance of a network service, such as the average delay between packets.
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