Polycom 5.3 manual

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64

Go to page of

A good user manual

The rules should oblige the seller to give the purchaser an operating instrucion of Polycom 5.3, along with an item. The lack of an instruction or false information given to customer shall constitute grounds to apply for a complaint because of nonconformity of goods with the contract. In accordance with the law, a customer can receive an instruction in non-paper form; lately graphic and electronic forms of the manuals, as well as instructional videos have been majorly used. A necessary precondition for this is the unmistakable, legible character of an instruction.

What is an instruction?

The term originates from the Latin word „instructio”, which means organizing. Therefore, in an instruction of Polycom 5.3 one could find a process description. An instruction's purpose is to teach, to ease the start-up and an item's use or performance of certain activities. An instruction is a compilation of information about an item/a service, it is a clue.

Unfortunately, only a few customers devote their time to read an instruction of Polycom 5.3. A good user manual introduces us to a number of additional functionalities of the purchased item, and also helps us to avoid the formation of most of the defects.

What should a perfect user manual contain?

First and foremost, an user manual of Polycom 5.3 should contain:
- informations concerning technical data of Polycom 5.3
- name of the manufacturer and a year of construction of the Polycom 5.3 item
- rules of operation, control and maintenance of the Polycom 5.3 item
- safety signs and mark certificates which confirm compatibility with appropriate standards

Why don't we read the manuals?

Usually it results from the lack of time and certainty about functionalities of purchased items. Unfortunately, networking and start-up of Polycom 5.3 alone are not enough. An instruction contains a number of clues concerning respective functionalities, safety rules, maintenance methods (what means should be used), eventual defects of Polycom 5.3, and methods of problem resolution. Eventually, when one still can't find the answer to his problems, he will be directed to the Polycom service. Lately animated manuals and instructional videos are quite popular among customers. These kinds of user manuals are effective; they assure that a customer will familiarize himself with the whole material, and won't skip complicated, technical information of Polycom 5.3.

Why one should read the manuals?

It is mostly in the manuals where we will find the details concerning construction and possibility of the Polycom 5.3 item, and its use of respective accessory, as well as information concerning all the functions and facilities.

After a successful purchase of an item one should find a moment and get to know with every part of an instruction. Currently the manuals are carefully prearranged and translated, so they could be fully understood by its users. The manuals will serve as an informational aid.

Table of contents for the manual

  • Page 1

    5.3 | April 2011 | 3725-77603-001D1 Polycom ® CMA ™ System W eb Scheduling Guide[...]

  • Page 2

    © 2010 Polycom, Inc. All rights reserved. Polycom, Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA No part of this document may be reproduced or transmitted i n any form or by any means, electronic or mechanical, for any purpose, without the ex press written pe rmission of Polycom, Inc. Under the law, reproducing includes translating into a no[...]

  • Page 3

    Conte nts Polycom, Inc. iii Contents 1 Polycom ® CMA ™ System Overview . . . . . . . . . . . . . . . . . . . 1 Scheduling Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Log Into the Polycom CMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 General Scheduling Infor[...]

  • Page 4

    Polycom CMA System W eb Scheduling Guide iv Polycom, Inc. Manage a Participant’s Endpoi nt During a Conference . . . . . . . . . . . . . . . 34 View a Participant’s Details During a Conferen ce . . . . . . . . . . . . . . . . . . . . 35 Terminate an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Delet[...]

  • Page 5

    Polycom, Inc. 1 1 Polycom ® CMA ™ System Over view This chapter provides an overview of the Polycom ® Converged Management Application™ (CMA™) system and includes these topics: • Scheduling Overview • Log Into the Polycom CMA System • General Scheduling Information — Scheduling Participants and Endpoints — Bridge Selection and Cas[...]

  • Page 6

    Polycom CMA System W eb Scheduling Guide 2 Polycom, Inc. Log Into the Polycom CMA System To log into the Polycom CMA system web interface, you need: • Microsoft Internet Explorer® 6.0, 7.0 or 8.0, Mozilla FireFox® 3.5 or 3.6, or Apple Safari 3.2 or 4.0 • Adobe ® Flash ® Player 9.x or 10.0.x • The IP address or host name of the Polycom CMA[...]

  • Page 7

    Polycom ® CMA ™ System Over view Polycom, Inc. 3 Scheduling Par ticipants and Endpoints When you schedule conferences, you se lect the participants you wish to join the conference from your endpoint directory. Depending on your system configuration, your endpoi nt directory may be the ente rprise LDAP directory or the Global Address Book. It ma [...]

  • Page 8

    Polycom CMA System W eb Scheduling Guide 4 Polycom, Inc. In some respects, a cascaded conference l ooks like a single conference, but it is actually two or more conferences on diff erent bridges that are linked together. The link is created by a dial-out from one conference to a second conference via a special cascaded entry queue. Some reasons you[...]

  • Page 9

    Polycom ® CMA ™ System Over view Polycom, Inc. 5 • If the Polycom CMA system cannot find another bridge with the features and capacity needed to support a confer ence, the conference fails to start. The system does not attempt to modify the conference settings in any way. Instead, the system sends an email to notify the confere nce organizer o[...]

  • Page 10

    Polycom CMA System W eb Scheduling Guide 6 Polycom, Inc. Ho w e v e r, i f th e P o ly c o m C MA s y s te m i s in t e g r at e d w it h a n A c t i v e D i r e ct o r y , the Polycom CMA system uses the LDAP search function for searches of the directory. LDAP searches are prefix-searches that includ e an appended wildcard. In this cas e, when you[...]

  • Page 11

    Polycom ® CMA ™ System Over view Polycom, Inc. 7 Change Password Local users of the Polycom CMA system must change their passwords every 90 days. Access rules for enterprise us er s is managed by Microsoft Active Directory. T o change your system password 1 Click Settings in the top-right corner of the page. 2 Click Change Password . 3 Enter you[...]

  • Page 12

    Polycom CMA System W eb Scheduling Guide 8 Polycom, Inc.[...]

  • Page 13

    Polycom, Inc. 9 2 Conference Scheduling Over view This chapter describes th e scheduling and conference views, navigation, and commands of the Polycom CMA syst em. It includes these topics: • Conference Menu and Views — Conference Views—Future and Ongoing — Conference States — Context-Sensitive Conference Commands • User Menu and Guest [...]

  • Page 14

    Polycom CMA System W eb Scheduling Guide 10 Polycom, Inc. The Conference views have these sections. Section Description Views The views you can access from the p age. Conferen ce Actions The set of available commands. The constant commands in the Conferen ce views are: • Refresh —Use this command to update th e display with current information.[...]

  • Page 15

    Conference Scheduling Over view Polycom, Inc. 11 Conference Views—Future and Ongoing When you log into the Polycom CMA system with Scheduler Permi ssions , you see the Conference and User menus and the Future view is displaye d . You can also select the Ongoing vi ew. The Conference list in both the Future and Ong oing view has these fields. Fiel[...]

  • Page 16

    Polycom CMA System W eb Scheduling Guide 12 Polycom, Inc. Conference States Conferences may be in the following states. Conference Name The system- or scheduler-assigned name of the conference. By default, the s ystem assigns a conference name and appends the day and date to that name. The scheduler can change the system-assigned name. S t art T im[...]

  • Page 17

    Conference Scheduling Over view Polycom, Inc. 13 Context-Sensitive Conference Commands Besides the constant Refresh and Add commands, the Actions section may include these context-sensitive commands depending on the type of conference selected. User Menu and Guest Book The Polycom CMA system User men u provides access to the system Guest Book . The[...]

  • Page 18

    Polycom CMA System W eb Scheduling Guide 14 Polycom, Inc. The Guest Book has these fields. Context-Sensitive Guest Book Commands The Actions section of the Guest Book page may include these context-sensitive commands depending on the type of conference selecte d. Add a Guest to the System Guest Book T o add a guest to the system Guest Book 1 Go to [...]

  • Page 19

    Conference Scheduling Over view Polycom, Inc. 15 3 If the guest has an IP (H.32.3) endpoint, configure: Field Descrip tion First Name The guest’s first name Last Name The guest’s last name Email The guest’s email address. The system validates the email structure only . Location The guest’s location of the guest’ s endpoint system. This is[...]

  • Page 20

    Polycom CMA System W eb Sche duling Guide 16 Polycom, Inc. 4 If the guest has an ISDN (H.320) endp oint and a modified dialing number (with a prefix or postfix): a Click Use Modified Dial Number . b Configure these settings: 5 If the guest has an ISDN (H.320) endpoint but no modified dialing number, configure these settings: 6 Click OK . Note The E[...]

  • Page 21

    Conference Scheduling Over view Polycom, Inc. 17 Edit a Guest in the System Guest Book T o edi t a guest in the system Guest Book 1 Go to User > Guest Book and select the guest of interest. 2 Click Edit Guest . 3 Change the Guest Information section and endpoint information sections of the Add New Guest dialog box, as needed. For more informatio[...]

  • Page 22

    Polycom CMA System W eb Sche duling Guide 18 Polycom, Inc.[...]

  • Page 23

    Polycom, Inc. 19 3 Conference Management Operations This chapter describes the Polycom ® Converged Management Application™ (CMA™) system conference management operations. It includes these topics: • Add/Schedule a Conference • Edit a Conference • Copy a Conference • Edit a Participant’s Settings • Edit a Room’s Settings • View [...]

  • Page 24

    Polycom CMA System W eb Sche duling Guide 20 Polycom, Inc. 3 To make the conference recurring: a Click Recurrence and in the Appointment Recurrence d i a l o g b o x , s e t : » Recurrence frequency ( Daily , Weekly , or Monthly ) » Recurrence day (Sunday through Saturday) » Recurrence range ( Start date and End After occurrences or End by date)[...]

  • Page 25

    Conference Management Operations Polycom, Inc. 21 b In the Add From Guest Book dialog box, select the guest’s name from the list. The guest’s name appears in the underlying Se lect ed Particip an ts and Rooms list. c Repeat step b to add all participants from the Gue st Boo k and then click Close . 8 To add new guest participants (parti cipants[...]

  • Page 26

    Polycom CMA System W eb Sche duling Guide 22 Polycom, Inc. » If you select Dial Out and a Dial Type of ISDN and the system does not need to use a specific dialing prefix to call th e guest, select the appropriate Country and enter the guest’ s Area/City Code and phone Number . f Select Save to Guest Boo k to have this guest participant added to [...]

  • Page 27

    Conference Management Operations Polycom, Inc. 23 12 If you have advanced scheduler perm issio ns, now is the time to edit conference settings and make br idge selections. For more information, see “Advanced Scheduli ng Operations” on page 39. 13 To edit a participant’s dial settings, select the participant from the Selected Participants and [...]

  • Page 28

    Polycom CMA System W eb Sche duling Guide 24 Polycom, Inc. 3 If you select a recurring conference, a dialog box appears asking if you want to edit all conferences in the seri es or just the selected one. Make the appropriate choice and click Edit . The conference scheduling page appears. 4 For a Video conference, you can change the template by clic[...]

  • Page 29

    Conference Management Operations Polycom, Inc. 25 Copy a Conference Future, ongoing, or past conferen ces can be copied as a template for a future conference. T o copy a co nference 1 Go to the appropriate conference view. 2 Select the conference of interest and click Copy . 3 If you used a template other than the default when you created the confe[...]

  • Page 30

    Polycom CMA System W eb Sche duling Guide 26 Polycom, Inc. b Specify how the participant will join the conference. c For a participant with an audio-only endpoint, set Dial Type to IP or ISDN as required. d For a participant with a video endpoint: » Set the Bit Rate, Dial Op tions , and Dial Type as required. You can change the connection speed fo[...]

  • Page 31

    Conference Management Operations Polycom, Inc. 27 Edit a Room’ s Settings You can edit a room’s call sett ings for future scheduled conferences. The changes apply only to the selected conference. T o edi t a room’ s settings 1 Go to Conference > Future . 2 To delete a past conference, selec t the appropriate filter (such as Yesterday Plus [...]

  • Page 32

    Polycom CMA System W eb Sche duling Guide 28 Polycom, Inc. View Scheduling Information for a Conference T o view the scheduling infor mation for a conference 1 To see the scheduling information for a future conference, go to Conferenc e > Futur e . To see the scheduling information for an active conference, go to Confer ence > Ongoing . 2 Fro[...]

  • Page 33

    Conference Management Operations Polycom, Inc. 29 Manage an Active Conference The Manage Conf erence page provides a detailed view of a single active conference and allows you to make some changes to your active conference. T o ma nage an active conference 1 Go to Conference > Ongoing . 2 From the list of All Conferences , select the conference [...]

  • Page 34

    Polycom CMA System W eb Sche duling Guide 30 Polycom, Inc. Use these conference actions as needed: 3 Use these participant actions as needed: Address The IP address or ISD N number of the participant’s endpoint (if a dial-out). Bit Rate The sum of the au dio and video data transfer rate (in kbps) of the particip ant’s end p oint. Dial Mode How [...]

  • Page 35

    Conference Management Operations Polycom, Inc. 31 Add Additional Par ticipants to an Active Conference You can add additional particip ants to an active conference. These participants can come from your local directory, enterprise directory, or guest book. T o add ad ditional conference par tic ipants to an ac tive confer ence 1 Go to Conference &g[...]

  • Page 36

    Polycom CMA System W eb Sche duling Guide 32 Polycom, Inc. e If necessary, edit the new participants’ settings. See “Edit a Participant ’s Settings” on pa ge 25. 4 To add participants from the Guest Book : a Click Add Guest . b From the Guest Book d i a l o g b o x , s e l e c t t h e g u e s t ’ s n a m e f r o m t h e l i s t . The gues[...]

  • Page 37

    Conference Management Operations Polycom, Inc. 33 f Click OK . The participant’s name appears in the underlying New Conference Participants list. 6 To initiate the system dial out to ne w participants, select the parti cipants of interest from the New Conf erence Partic ipants list and click Connect New Participants . The system dials out to the [...]

  • Page 38

    Polycom CMA System W eb Sche duling Guide 34 Polycom, Inc. 3 Select a participant from the Participants list. The selected participant’ s video appears in the Conference Image section of the interface. 4 Click Shuffle to shuffle to the next participant’s video. Manage a Par ticipant’ s Endpoint During a Conference The Manage pa ge al so allow[...]

  • Page 39

    Conference Management Operations Polycom, Inc. 35 View a Par ticipant’ s Details During a Conference You can view details for a particip ant’s endpoint while it is in conference. T o view a par ticipant’ s endpoint details 1 Go to Conference > Ongoing . 2 Select the conference of interest and click Manage . The Participants list ap pea rs.[...]

  • Page 40

    Polycom CMA System W eb Sche duling Guide 36 Polycom, Inc. — If you select Call De tails , you’ll see these participant detai ls: — If you select Call Quality of Se rvice , you’ll see these standard service measurements: Total Packet Loss, % Packet Loss, Audio Packet Loss, Video Packet Loss, Audio Jitter, and Video Jitter. ISDN Line S tatus[...]

  • Page 41

    Conference Management Operations Polycom, Inc. 37 T erminate an Active Conference T o terminate an active conferenc e 1 Go to Conference > Ongoing . 2 Select the conference of interest and click Terminate . 3 Click Terminate to confirm the termination. Delete a Conference You can delete future or past conferences. You cannot delete active confer[...]

  • Page 42

    Polycom CMA System W eb Sche duling Guide 38 Polycom, Inc.[...]

  • Page 43

    Polycom, Inc. 39 4 Advanced Scheduling Operations This chapter describes how users with advanced scheduler permissions have more options when scheduling conferences using the Polycom ® Converged Management Application™ (CMA™) system. When scheduling conferences, users with advanced scheduler permissions can: • Edit Conference Settings • Se[...]

  • Page 44

    Polycom CMA System W eb Sche duling Guide 40 Polycom, Inc. T o edit the conference settings 1 On the conference scheduling page , as you are adding or editing a conference, click Edit Conf erence Settings . 2 As needed, configure these settings on the Conferen ce Settings dialog box. The settings that you can edit may depend on the template selecte[...]

  • Page 45

    Advanced Scheduling Operations Polycom, Inc. 41 Dial Options Y ou have three options: • T o create a conferen ce for which the same dial-in information and a PIN code are assigned to all conference particip ants, use the Dial-In setting. This setting allows participants to dial in from an audio or video endpoint and connect to the same conference[...]

  • Page 46

    Polycom CMA System W eb Sche duling Guide 42 Polycom, Inc. Bit Rate ( continued ) When the dial speed is highe r than the number of channels defined in the H.320 se rvice for the endpoint, you receive a warning. T o continue, lower the dial speed to less than or equal to the ISDN capability of the endpoint. Higher speed is important for high-qualit[...]

  • Page 47

    Advanced Scheduling Operations Polycom, Inc. 43 People + Content Controls the ability for one endpoint to send two types of data—a data stream and a video stream—over the same bandwidth to display people and content. The receiving endpoint handles the two video streams differently and may display them on separate screens or through video switch[...]

  • Page 48

    Polycom CMA System W eb Sche duling Guide 44 Polycom, Inc. 3 Continue adding or editing the conference, as described in “Conferen ce Management Operations” on page 19. Select a Bridge for a Conference By default when you add a c onferen ce, the Polycom CMA system will automatically select a bridge for the conference. However, if you have advanc[...]

  • Page 49

    Advanced Scheduling Operations Polycom, Inc. 45 Create a Cascaded Conference Across Multiple Bridges T o create a cascaded conference ac ross multiple bridges 1 When you’re adding or edit ing a c onference, after you’ve made all of your other conference configuration choices, click Bridge Select ion and select Multi Bridge . The Schedule button[...]

  • Page 50

    Polycom CMA System W eb Sche duling Guide 46 Polycom, Inc. 7 In the Add Link dialog box, select the Link Type . 8 When finished, click Schedul e . The system verifies that it has a brid ge wi th the capabili ties and resources required for your conference. If it does, the Conference Email Notificatio n page appears with a message indicating Confere[...]

  • Page 51

    Polycom, Inc. 47 5 Conference and Par ticipant Details This chapter lists the conference and par t icipant detail fields for reference. It includes these sections: • Conference Details • Conference Features • Bridge (MCU) Features • Participants List • Participant Details • Participant Settings Conference Image The Conference Image sect[...]

  • Page 52

    Polycom CMA System W eb Sche duling Guide 48 Polycom, Inc. Duration For a scheduled conference, how long the conference is scheduled to last. For a completed conference, how long the conference actua lly lasted. End Date/Time The date and time the conference ended T ype The type of conference. Possible values include: • Audio • Audio-Video S ta[...]

  • Page 53

    Conference and Participant Deta ils Polycom, Inc. 49 Conference Features The Conference Features section has these fields. Audio Algorithm For a conference hoste d on an MCU, the audio compression ratio of the conferen ce data stream. Possible values are: • AUTO • G. 7 1 1 • G .722 • Siren 7 (16 kbp s ) Section Description Section Descripti[...]

  • Page 54

    Polycom CMA System W eb Sche duling Guide 50 Polycom, Inc. Bridge (MCU) Features The Bridge (MCU) Featur es section, which applies only for conferences that use an MCU, has these fields. T120 Rate Possible values are: • None • HMLP - V ar • HMLP - 384 • HMLP - 320 • HMLP - 256 • HMLP - 192 • HMLP - 128 • HMLP - 6.4 • HMLP - 62.4 ?[...]

  • Page 55

    Conference and Participant Deta ils Polycom, Inc. 51 Par ticipants List The Participan ts section has these fields. Meet Me per Conf Whether or not the a conference is a Meet Me conference, for which a dial-in number is assigned, so that unde fined participant s can connect to the conference Conference on Port (MGC only) Indicates whether or not th[...]

  • Page 56

    Polycom CMA System W eb Sche duling Guide 52 Polycom, Inc. Par ticipant Details The Participant Details section has these fields. Section Description Call Info How the participant joined the call. Possible values include: • Video Dial-Out • Audio Dial-In@ <Address> • Video Dial-In@ <Address> • In Person • Room Only Video Proto[...]

  • Page 57

    Conference and Participant Deta ils Polycom, Inc. 53 Callee Endpoint S tatus The state of the participant’s connection. Possible states include: • Connected • Disconnected • Help request • Updating • New dial-in participant • New dial-out particip ant Caller Name Th e name of the participant who placed the call Caller Endpoint Th e na[...]

  • Page 58

    Polycom CMA System W eb Sche duling Guide 54 Polycom, Inc. Par ticipant Settings The Participant Se tt in gs dialog box has these fields. If you select a Dial Option of Dial-Out for a participant without a managed endpoint, the Participan t Settings dialog box has these additional fields. Section Description Name The participant’ s name. Devices [...]

  • Page 59

    Conference and Participant Deta ils Polycom, Inc. 55 Number (H.323 and H.320 dial types) The participant’s phone number Use Modified Dial Number (H.320 dial type only) Click this check box to add a specific prefix to the participant’s phone number . The Number field becomes active Number (H.320 dial type only) The complete mo dified dial numb e[...]

  • Page 60

    Polycom CMA System W eb Sche duling Guide 56 Polycom, Inc.[...]

  • Page 61

    Index Polycom, Inc. 57 Index A active conference. See conference adding conferences 19 Adobe Flash Player 2 advanced conference settings editing 39 assigning a lecturer 22 a video chairperson 22 audio-only conference 20 , 24 available commands, list of 10 B bandwidth. See bit rate bit rate setting for guest participants 21 , 26 , 27 , 32 setting fo[...]

  • Page 62

    Polycom CMA System W eb Scheduling Gu ide 58 Polycom, Inc. dial type setting for guest participants 21 , 26 , 27 dial-in option 41 dial-out option 41 E Edit Conference command 13 editing advanced conference settings 39 conference information 23 participant dial options 25 participant endpoint settings 25 room dial options 27 room endpoint settings [...]

  • Page 63

    Index Polycom, Inc. 59 participants adding guest 21 list of 10 list of, details 10 managing devices for 34 removing 30 , 34 setting endpoints for 25 participants field names 51 passwords for chairperson 40 for conference 40 People + Content 43 R recurring conferences 20 Remove Participant command 30 , 34 removing conferences 37 removing a conferenc[...]

  • Page 64

    Polycom CMA System W eb Scheduling Gu ide 60 Polycom, Inc.[...]