Polycom RMX 2000 manual

RMX 2000 Getting Started Guide Ve r s i o n 1.1[...]

Copyright © 2007 Polyco m, Inc. All Rights Reserved Catalog No. DOC2 159A V ersion 1.1 Proprietary and Confidential The information contained herein is the sole intellectual property of Polycom, Inc. No distr ibution, reproduction or unauthor iz ed use of these materials is permitted without the expressed written consent of Polycom, In c. Informat[...]

Regulatory Notices United St ates Federal Communicatio n 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. T est limits are designed to provide reasonable protection against harmful interference when the equipment is op[...]

Chinese Communication C ertificate Regulatory Notices[...]

Polycom RMX 2000 Getting Started Guide i T able of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 RMX 2000 .............. .............. ........... .............. .............. .............. ............ .... 1-1 RMX Main Features ............... ............ .............. .............. .............. [...]

T able of Contents ii Fast Configurati on Wizard ............ .............. ............ ........... 2-10 RMX’s Default Conferencing Settings ...................... .............. ........... 2-17 Customizing the RMX’s Default C onferencing Settings ........ 2-18 Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 S[...]

Polycom RMX 2000 Getting Started Guide iii Changing the Video Layout of a Conference ..... .............. 3-34 Video Forcing ............. .............. .............. .............. ............... .. 3-35 Participant Level Operations .................. .............. .............. ........ 3-37 Video Forcing ............. .............. .......[...]

T able of Contents iv[...]

1-1 1 System Overview This Getting Started Guide provides i nformation on the installation and basic operation of your RMX system. For more information on managing the system , refer to RMX Administrator’s Guide included with the system. RMX 2000 The Polycom RMX 2000 Multipoint Control Unit (MCU) is a high performance, scalable, IP-network (H.323[...]

Chapter 1-System Ov erview 1-2 Figure 1- 1 Multipoint Video Conferencing using an Polyco m RMX 2000 The Polycom RMX 2000 unit is contro lled, via the LAN, by the Polycom RMX 2000 Web Client application, us ing Internet Explorer installed on the user’s workstation. RMX PC VSX RMX Web Client IP Phone LAN R[...]

Polycom RMX 2000 Getting Started Guide 1-3 RMX Main Features Video Display Dynamic Continuous Presence The dynamic Continuous Pr esence capability of the RMX system enables viewing flexibi lity by offering multiple viewing options and window layouts for video conferencing. The C ontinuous Presence mode offers 24 layouts to accommodate different num[...]

Chapter 1-System Ov erview 1-4 Standard Defini tion (SD) SD is a high quality video protocol which uses the H.264 video algorithm. It enables HD compliant endpoints to connect to confe rences at resolutions of 720X576 for PAL systems and 720X480 for NTSC systems. Bit rates for SD range from 256Kbps to 2Mbps. High Definition (HD) HD is an ultra-high[...]

Polycom RMX 2000 Getting Started Guide 1-5 IVR -Enabled Conf erencing Interactive Voice Response (IVR) is a software module that automates the connection process and lets particip ants perform various operations during ongoing conferences. The participants use their endpoints’ keypads and remote control to interact with the conference’s menu-dr[...]

Chapter 1-System Ov erview 1-6 Connection Methods • Dial-out: automaticall y, to pre- defined participants ( line rate detection i s automat ic) • Dial-in: — for participants defined in advance — for undefined parti cipants directly to a confer ence — for undefined participants vi a a single di al Entry Qu eue Conference Management and Mo[...]

2-1 2 First Time Installation and Configuration First Time Install ati on and Configuration of the Polycom RMX 2000 consists of the fo llowing procedures: 1 Hardware Installation and Setup — Mount the RMX i n a rack. — Connect the necessary cables. 2 Gather Network Equi pment and Address Informati on — Get the information needed for integrati[...]

Chapter 2-First Time Installation and Configuration 2-2 brackets. Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets. • Using a shelf – Install the shelf, supplie d by the rack manufacturer, in the rack. Mount the RMX on the shelf. Fasten the RMX to the rack with screws through the four hol es i[...]

Polycom RMX 2000 Getting Started Guide 2-3 Connecting Cables Connect the following cables to the back pane l: •P o w e r c a b l e • LAN cable to LAN 2 Port. Prior to connecting cables, remove all pr otective caps from their port jacks. LAN Power[...]

Chapter 2-First Time Installation and Configuration 2-4 Gather Network Equipment and Address Information IP Services The IP addresses and network parameters which enable communication between the RMX, its management application and the conferencing devices are organized in two IP services: • Management Network (Contr ol Unit) • Default IP Servi[...]

Polycom RMX 2000 Getting Started Guide 2-5 Control Unit Default Gateway 192.168.1.1 Shelf Management IP Address 192.168.1.252 Signaling Host IP address – Media Board IP address (MPM 1) – Media Board IP address (MPM 2) – Gatekeeper IP address (optional) – DNS IP address (optional) – SIP Server IP address (optional) – T able 2-1 Network E[...]

Chapter 2-First Time Installation and Configuration 2-6 First Entry Configuration There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence: 1 Product Registration. 2 Modifying the Factory Default Management Network Settings. 3 First-time Power-up and connection to MCU. 4 Modifyi[...]

Polycom RMX 2000 Getting Started Guide 2-7 Procedure 2: Modifying the Factory Default Management Network Settings Management Network Definition Management Network Definition ca n be done by two methods: • USB key – The system is shipped wi th a USB key containing the default IP addresses for the control unit and the shelf management. These defa[...]

Chapter 2-First Time Installation and Configuration 2-8 3 In the lan.cfg file, modify the following parameters using the information s upplied by your networ k administrator. Make sure that there are no extra spaces at the end of each line. — Management (Con trol Unit) IP Address — Management (Control Unit) Subnet Mask — Management (Con trol [...]

Polycom RMX 2000 Getting Started Guide 2-9 4 Start the RMX Web Clie nt application on the workst ation, by entering http://<Control Unit IP Address> as defined in the USB key in the browser’s address line and pressing Enter . 5 In the RMX Welcome Screen , enter the defa ult Username ( POLYCOM ) and Password ( POLYCOM ) and click Logi n . Th[...]

Chapter 2-First Time Installation and Configuration 2-10 Fast Configuration Wi zard 1 Enter the required IP inform ation in the dialog box. 2 Click the Next button. T able 2-2 Fast Config uration Wizard – IP Field Descrip tion Network Service Name The name of the Default IP Service, assigned by the Fast Configuration Wizard. Note: This field is d[...]

Polycom RMX 2000 Getting Started Guide 2-11 3 Enter the required Ro utes information in the dialog box. 4 Click th e Next button. 5 Select the Network Type : H.323, SIP or H.323 & SIP . 6 Click th e Next button. T able 2-3 Fast Configuratio n Wizard – Routes Field Description Default IP Router Address Enter the IP address of the default route[...]

Chapter 2-First Time Installation and Configuration 2-12 7 If you selected SIP , skip the following step s and go to Step 11. 8 Enter the required Gatekeep er information in the dialog box. T able 2-4 Fast Config uration Wizard – Gatekeeper Field Descrip tion Gatekeepe r Select Spec ify to enable confi guration of the gatekeeper IP address. When [...]

Polycom RMX 2000 Getting Started Guide 2-13 9 Click th e Next button. 10 If you selected H.323 only, skip the following ste ps and go to Step 13. 11 Enter the required SIP Server information in the dialog box. Aliases Alias The alias that identifies the RMX’s Control Unit within the network. Up to five aliase s can be defined for each RMX. Note: [...]

Chapter 2-First Time Installation and Configuration 2-14 12 Click the Next button. 13 Enter the required System Flags information in the dialog bo x. T able 2-5 Fast Configuration Wizard – SIP Server Field Descrip tion SIP Server Select Spec ify to enable SIP Serve r configuration. When Off is selected, all SIP options are disab led. SIP Server I[...]

Polycom RMX 2000 Getting Started Guide 2-15 These flags can be modified late r, if required, via the Setup menu’s System Configuration option. For more details, see the RMX 2000 Administrator’s Guide, "System Configuration” on page 11 -5 . 14 Click th e Finish button. T able 2-6 Fast Config uration Wi zard – System Flags Flag Descripti[...]

Chapter 2-First Time Installation and Configuration 2-16 The RMX confirms succe ssful configuration. 15 In the Success Message box, click OK. The RMX requests confirmation of reset. 16 Click Yes. 17 Wait for the system to reset. 18 Click OK. 19 Log out of the RMX Web Client and log in again with the new IP address. The RMX is now ready for use – [...]

Polycom RMX 2000 Getting Started Guide 2-17 RMX’s Default Conferencing Settings The RMX is shipped with default conf erencing entities, which allow RMX users and participants to start ong oing conferences without further configuration. The default conferencing entities are: T able 2-7 Conferen cing Entities Entity Description Meeting Rooms Confer[...]

Chapter 2-First Time Installation and Configuration 2-18 Customizing the RMX’s Default Conferencing Settings You can customize the conferencing e ntities to your organization’s requirem ents: • To customize the Voice Prompts and Video Slides to different organizations, users, languages et c. – first record the require d messages and create [...]

Polycom RMX 2000 Getting Started Guide 2-19 • To modify the confe rence bit rate – select a specific video layou t for the conference or the background th at is used for the video display (skin), create a new conference Profile. This Profile can be used for de fining new ongoing conferences, Meeting Rooms and Single -dial Entry Queues. For more[...]

Chapter 2-First Time Installation and Configuration 2-20[...]

3-1 3 Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferences • Monitoring and managing participants and en dpoints as i ndividuals or groups . — Participant – A person using an endpoint to connect to a conference . When usin g a Room System , several participants use [...]

Chapter 3-Basic Operation 3-2 To start RMX: 1 In your browser address line, enter http://< Control Unit IP Address> and press the Enter key . The Login dialog box appears. 2 Enter your Username and Password and click the Logi n button. On first entry, the default Username and Password are both POLYCOM . The RMX main screen opens. RMX Screen C[...]

Polycom RMX 2000 Getting Started Guide 3-3 The Administrator’s view is show below: The main screen can be customized. For more information, see " Customizing the Main Screen” on page 3-9 . Conference List List Pane S tatus/ Bar RMX Management Address Book[...]

Chapter 3-Basic Operation 3-4 Viewing and System Permissions The RMX Web Client user’s viewing and system permissions depend on the Login level as summarized in the table below: T able 3-1 Viewing and System Permissions Viewing Permission s Chairperson Opera tor Administrator Conference Lis t DDD List Pane DDD Address Bo ok DDD Status Ba r DD RMX[...]

Polycom RMX 2000 Getting Started Guide 3-5 Conference List The Conference List pane lists all th e conferences currently running on the MCU along with their Status , Conference ID , Start T ime and End Time data. The number of ongoing conferences is displayed in the pane’s title. The Conference List toolbar contains two buttons: • New Conferenc[...]

Chapter 3-Basic Operation 3-6 RMX Management The RMX Management pane lists the parameters that need to be configured to set up and run conferences. The Configuration Pane is di vided into two sections: • Frequently Used – parameters often configured monitored or modified. • Rarely Used – parameters configured during initial system set-up an[...]

Polycom RMX 2000 Getting Started Guide 3-7 Participant Alerts It is a list of participants that are experiencing connection problems. It is sorted by conference. Open the Participant Alerts pane by clicking the Pa rticipant Alerts button on the left side of the Status Bar . Close the Participant Alerts pane by clicking the Participant Alert s butto[...]

Chapter 3-Basic Operation 3-8 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 enables RMX users to easily assign par ticipants to conferences. The Address Book toolbar contains six buttons: • New Participant • Delete Participant •N e w G r o u p • Dele[...]

Polycom RMX 2000 Getting Started Guide 3-9 Displaying and Hiding the Address Book The first time you access the RMX Web Cli ent , the Address Book pane is displayed. You can hi de it by cl icking the ancho r pin ( ) button. The Address Book pane closes and a tab appears in the top right corner of the screen. Click the tab to re-open the Address Boo[...]

Chapter 3-Basic Operation 3-10 A or symbol appears in the column heading indicating the sort order and that the list is sorted by this field. 2 Click on the column heading to toggle its sort order. To change the order of columns in a pane: Â Click the heading to be moved and drag it to the new position. When a set of red arrows appears indica ting[...]

Polycom RMX 2000 Getting Started Guide 3-11 You can move items between the Frequently Used and Rar ely 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. To move items within and between [...]

Chapter 3-Basic Operation 3-12 Starting a Conference There are several ways to start a conference: • Clicking the New Conference butt on in the Conferences pane,. • Dialing in to a Meeting Room. — A Meeting Room is a conference that is saved in the MCU. It remains in passive mode until it is activated by the first participant, or the meeting [...]

Polycom RMX 2000 Getting Started Guide 3-13 The system displays the conference’s defa ult Name , Duration and the default Profile , which contains the conference parameters and media settings. The RMX automa tically al locates the conference ID , upon conference start. In most cases, you can accept the default conference ID and click OK , or you [...]

Chapter 3-Basic Operation 3-14 3 If all participants ar e undefined, dial-in and no additional information is re quired for the new con ference, click OK . 4 To add par ticipants f rom the Participants Address Book or to define participants (mainly dial-out participants) click the Participants tab. Duration Define the duration of the c onfere nce i[...]

Polycom RMX 2000 Getting Started Guide 3-15 Participants T ab 5 Click Participants. The Participants tab opens. 6 Define the following parameter s: This procedure is optional. T able 3-3 New Con fere nce – Participants Options Field / Button Description Particip ant s List Name Displays the participant’s name and an icon representing the endpoi[...]

Chapter 3-Basic Operation 3-16 Alias Name/SIP Address Displays the alias name of an H.323 endpoint or the SIP URL. Interface The network communicati on protoco l used by the endpoint to connect to the conference: H.323 or SIP . Connection Dial-in – The participant dials in to the conference. Dial-out – The RMX dials out to the particip ant. Enc[...]

Polycom RMX 2000 Getting Started Guide 3-17 To add participants fro m the Address Book: 7 In the Participants List, click the Add from Address Book button to open the Participants Address Book . 8 In the Address Book , select the participants that you want to add to the conference and click the Add button. Standard Windows multiple selection techni[...]

Chapter 3-Basic Operation 3-18 Using Drag & Dro p to add Particip ants from the Address Boo k: You can add participants to a conference directly from the Participant s Address Book without having to use the New Conference – P articipant s tab. To drag & drop pa rticipants into th e Participants List: 11 Open the Address Book . 12 Select, [...]

Polycom RMX 2000 Getting Started Guide 3-19 The Information tab opens. 14 Enter the following information: 15 Click OK . The conference appears in the Conferences pane. If no participants were defined or as long as no participants are connected the conference’s Status is listed as empty and a warning icon ( ) appears in the Status column. The sta[...]

Chapter 3-Basic Operation 3-20 Connecting to a Conference To dial into a conference or Meeting Room, participants must be provided with a dialing string which can vary according to your network type, conference password and chairperson password. Participants dial the conference dial-in string and are co nnected to the conference IVR Service. Once t[...]

Polycom RMX 2000 Getting Started Guide 3-21 Dial-in H.323 P articipants For H.323 participants, the dialing stri ng is composed of the MCU prefix in the Gatekeeper and the conference ID. For example: Gatekeeper Prefix 925 Conference ID 1001 Conference Name Maple_Room  The participant d ials 9251 001 or 925Maple_room If there is no gatekeeper defi[...]

Chapter 3-Basic Operation 3-22 Conference Access Via an Entry Queue Access via an Entry Queue allows all pa rticipants to dial the same entry point that acts as a routing lobby. On ce in the Entry Queue, participants are guided to the conference according to the conferenc e ID they enter. Figure 3-1: Dial-in Conn e c ti o n vi a Ent ry Queue Dialin[...]

Polycom RMX 2000 Getting Started Guide 3-23 H.323 participants can bypass the En try Queue voice messages by adding the correct Conference ID of destinat ion confe rence to the initial dial string: [ Gatekeeper Prefix][EQ ID][##Destination Conference ID] For example: Conference ID 1001 Â H.323 participants dial 9251000##1001 H.323 participants can[...]

Chapter 3-Basic Operation 3-24 Endpoint Names in the Video Layout During conferences you can view the endpoint name in the endpoint’s video layout windows. The MCU can di splay up to 33 characters of the endpoint’s name, depending on the window’s layout (size). The following is an example of endpoint name display in the Polycom ViaVideo endpo[...]

Polycom RMX 2000 Getting Started Guide 3-25 • If the endpoint’s display name is changed in the RMX Web Client , it overrides all the above. To change the Display Na me: 1 In the Participants list , double click the participant or right-click the participant and select Participant Properties from the drop-down menu. The Participant Properties ?[...]

Chapter 3-Basic Operation 3-26 Monitoring On Going Conferences Conference monitoring enables you to keep track of conferences and their participants: if all its participants are correctly connecte d and whether errors or faults have occurred. Monitoring and Operations Methods Operation Selection All Monitoring and Oper ations procedures performed d[...]

Polycom RMX 2000 Getting Started Guide 3-27 Using multi-select , you can monitor and perform simultaneous operations on multiple participants in mul tiple conferences. Multi-selected conferences are display ed as sublists in the Participants List pane. The sublists can be expanded and collapsed by clicking the and sublist control buttons th at appe[...]

Chapter 3-Basic Operation 3-28 No status indicator means that th e conference is running without problems. T able 3-5 Conferen ces – Monito ring Informa tion Field Description Name Displays conference name and type of conference: • – Video Conference • – High Definit ion V ideo Co nference S tatus Displays the status of the ongoing confer[...]

Polycom RMX 2000 Getting Started Guide 3-29 Additional information about the c onference can be viewed when accessing the conference properties. 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 Conference Properties . The Conference Propert[...]

Chapter 3-Basic Operation 3-30 Participant Level Monitoring Participant Connection Monitoring When a conference is selected in the Confe rence List , details of its participants appear in the List pane. The following participant indicators and properties are displayed: T able 3-6 Participant Monitoring – Indicators and Properties Field Descriptio[...]

Polycom RMX 2000 Getting Started Guide 3-31 S tatus (cont.) Second ary Connection – The endpoint’s video channel cannot be connected to the confere nce and the participant is con nected only via a udio. Role Displays the participants role or function in the conference: Chairperson – Th e participant is defined as the conference chairperson. T[...]

Chapter 3-Basic Operation 3-32 For more information, see the RMX 2000 Administrator’s Guide, "Participant Level Monitoring” on page 5-7 . Vid eo Displ ays the status of the participant’ s video channel:If there is no problem with the participant’s video connection and the channel i s neither suspended or secondary , n o indication is d[...]

Polycom RMX 2000 Getting Started Guide 3-33 Operations P erformed During On Going Conferences Conference Level operations Changing the Duration of a C onference The duration of a conference is set when the new conference is created. The default duration of a conference is 1 hour. All conferences running on the Polycom RMX 2000 are aut omaticall y e[...]

Chapter 3-Basic Operation 3-34 To terminate a conf ere nce manually: 1 In the conference list, select the confere nce you wish to delete and click the Delete Conference ( ) button. You are prompted for confirmation. 2 Click OK to terminate the conference. Changing the Video La yout of a Conference While the conference is running you can change the [...]

Polycom RMX 2000 Getting Started Guide 3-35 2 From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK . Video Forcing The chairperson or operator can select whic h participant appears in each of the video layout windows for any participant by using Video Forcing . Conferences start[...]

Chapter 3-Basic Operation 3-36 • 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 are used in video layouts such as 1+2, 1+3, 1+4, etc., a participant can only be forced, in Personal Layo[...]

Polycom RMX 2000 Getting Started Guide 3-37 5 Click OK . To cancel Video Forcing for a window: Â In the window’s Participants list , select Auto Select . In such a case, switchin g between participants is audio activated. Pa rticipant Level Operations Participant Level Operations enable you to modify and control the connections and statuses of p[...]

Chapter 3-Basic Operation 3-38 Suspend Video Suspend the video transmissi on fro m the particip ant to the conference. The suppressed participant’ s video is not transmitted to the conference but the participant still receives conference video.Th e Suspend Video indicator appears in the Participants List and the Resume Video button ( ) becomes ac[...]

Polycom RMX 2000 Getting Started Guide 3-39 Video Forcing Video Forcing Guidelines: See " Video Forcing Guidelines:” on page 3-3 5 . To video force a partici pant to a window : 1 In the Participants list , double click the participant or right-click the participant and select Participant Properties from the drop-down menu. The Participant Pr[...]

Chapter 3-Basic Operation 3-40 4 Repeat step 3 to force participants to other windows. 5 Click OK . To cancel Video Fo rcing for a window: Â In the Layout Type menu, select Con ference . In such a case, sw itching between participants is audio activated . Pers onal Layout Control Personal Layout Cont rol With the RMX Web Client RMX users can use t[...]

Polycom RMX 2000 Getting Started Guide 3-41 5 Click OK . To cancel Video Forcing for a window: Â In the Layout Type menu, select C onference . The participants Video Layout reverts to that of the confere nce. Personal Layout Control With Click&View With the Click&View application, participants ca n change their Per sonal Layouts via DTMF c[...]

Chapter 3-Basic Operation 3-42 The Personal Layout options menu is displayed on the video screen. 2 On the endpoint’s keypad, pr ess the number corresponding to the number of video square s you wish to select. For example, if you want a four-squa re video layout, press . The video window layout of your scr een changes to the first four- window la[...]

Polycom RMX 2000 Getting Started Guide 3-43 The following t able summarizes the Video Layout options available via Click&View . Conference Control Using DTMF Codes Participants and chairpersons can manage their connection to ongoing conferences from their endpoints, us ing touch-tone signal s (DTMF codes) from their endpoints. Chairpersons can [...]

Chapter 3-Basic Operation 3-44 . T able 3-9 Conference IVR Service Properties - DTMF Codes Operation DTMF String Permission Mute My Line *6 All Unmute My Line #6 All Increase Broadcast V olume *9 All Decrease Broa dcast V olume #9 All Mute All Except Me *5 Chairperson Cancel Mute All Except Me #5 Chairperson Change Password *77 Chairperson Mute Inc[...]

Appendix A Glossary This appendix lists the term s and a bbreviations that are related to the Polycom RMX 2000, and are commonly used in the RMX 2000 documentation . Abbreviation/ Te r m Explanation Bandwidth Defines the information carrying capacity of a channel. In analog systems, it is the di fference betwe en the highest frequency that a channe[...]

Appendix A-Glossary A-2 Codec Co der-dec oder . A device that converts voice and video into digital code, and vice versa. Refers to the endpoint video camera and video board that are used for videoconferencing. Conferen ce Connection between two or more endpoints exchanging video and audio information. If onl y two endpoints are involved, a confere[...]

Polycom RMX 2000 Administrator ’s Guide A-3 G .722 ITU-T audio algorithm, 64Kbps, 7 kHz. G .728 ITU-T audio algorithm, 16Kbps, 3.4 kHz. Gatekeepe r A type of server that performs two main functions: translates LAN alias addresses o f terminals and gateways to IP addresses and provides bandwidth management. H.221 ITU-T standard that defines ho w t[...]

Appendix A-Glossary A-4 IP Internet Proto col. The w orking prot ocol that forms the basis of the internet. ISDN Integrated Services Digital Network. A set of protocol and interface standards (voice, video and data) that comprise a telephone network. There are two types of ISDN lines: BRI and PRI. ITU-T St andard International T e lecommunications [...]

Polycom RMX 2000 Administrator ’s Guide A-5 SIP Session Initiation Protocol. An application -layer protocol designed to work over IP netwo rks. A SIP service defines the properties and the IP a ddresses of the SIP network components. T1 Line An 1.5 Mb digital switched line used in the United S tates. To S T ype of Service. T oS defines optimizati[...]

Appendix A-Glossary A-6[...]