Polycom RMX® 1500/2000/4000 Getting Started Guide Version 7.
Trademark Information Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc. © 2011 Polycom, Inc.
Regulatory Notices United States Federal Communication Commission (FCC) Part 15: Class A Statement. 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. Test limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment.
Regulatory Notices Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07
Polycom RMX 1500/2000/4000 Getting Started Guide Table of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 RMX 1500/2000/4000 ............................................................................ 1-1 RMX Main Features ............................................................................... 1-4 Conferencing Modes ...................................................................... 1-4 Dynamic Continuous Presence ........................................
Table of Contents IP Services ................................................................................ 2-2 Management Network ........................................................... 2-2 Default IP Service (Conferencing Service) .......................... 2-2 IP Network Services Required Information ....................... 2-3 ISDN/PSTN Services ............................................................. 2-5 Unpacking the RMX ....................................................................
Polycom RMX 1500/2000/4000 Getting Started Guide Viewing and System Functionality Permissions ............... 3-4 Conferences List .............................................................................. 3-5 List Pane ........................................................................................... 3-6 RMX Management ......................................................................... 3-6 Status Bar .......................................................................................
Table of Contents Automatic Dial Out .............................................................. 3-38 Gathering Phase ............................................................................ 3-38 Gathering Phase Guidelines ............................................... 3-40 Text Indication in the Video Layout .................................................. 3-42 Endpoint Names ................................................................... 3-42 Text Indication ................................
Polycom RMX 1500/2000/4000 Getting Started Guide Participant Level Operations ...................................................... 3-75 Copy Cut and Paste Participant ......................................... 3-78 Copy Participant ................................................................... 3-78 Cut Participant ...................................................................... 3-79 Paste Participant ................................................................... 3-80 Paste Participant As .
Table of Contents vi
1 System Overview This Getting Started Guide provides information on the installation and basic operation of your RMX system.
Chapter 1-System Overview The RMX unit has, in addition, been designed in compliance with IETF (Internet Engineering Task Force) – a large open international community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architecture and the smooth operation of the Internet.
Polycom RMX 1500/2000/4000 Getting Started Guide The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN, by the RMX Web Client application, using Internet Explorer R installed on the user’s workstation or the RMX Manager application. The RMX Manager can control several RMX units (RMX 1500, RMX 2000 and RMX 4000). For more information about the RMX Manager, see "RMX Manager Application” on page 18-1. In the RMX 1500/2000, RMX management and IP conferencing are performed via a single LAN port.
Chapter 1-System Overview RMX Main Features Conferencing Modes Dynamic Continuous Presence The dynamic Continuous Presence (CP) capability of the RMX system enables viewing flexibility by offering multiple viewing options and window layouts for video conferencing. By default every conference, Entry Queue and Meeting Room has the ability to declare the maximum CP resolution as defined for the system. This includes conferences launched by the RMX Web Client and conferences started via the API.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 1-1 Continuous Presence – Video Layouts (Continued) Telepresence Mode TPX (Telepresence) and RPX (Realpresence) room systems are configured with high definition cameras and displays that are set up to ensure that all participants share a sense of being in the same room. The RMX enables Telepresence Rooms to connect to conferences where point-to-point connections cannot be used.
Chapter 1-System Overview Additional video layouts have been created to give Telepresence operators more video layout options when configuring TPX room systems. These additional video layout options are available for selection when Telepresence is selected in the conference profile.
Polycom RMX 1500/2000/4000 Getting Started Guide Operator Conference In Continuous Presence mode, a special conference that enables the RMX user, acting as an operator, to assist participants without disturbing ongoing conferences and without being heard by other conference participants. The operator can move a participant from an Entry Queue or ongoing conference to a private, one-on-one conversation in the Operator conference.
Chapter 1-System Overview H.239 / People+Content The H.239 protocol allows compliant endpoints 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. Conferences can include a mix of endpoints that support H.239 or People+Content. People+Content is Polycom’s proprietary equivalent of H.239.
Polycom RMX 1500/2000/4000 Getting Started Guide • 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 features using his/her endpoint’s remote control device. The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite H.
Chapter 1-System Overview Conferencing Capabilities and Options On Demand Conferencing The following options are available to set up conferences: • New Conference – set up once, use once. The conference is deleted from the MCU after it ends. • Meeting Rooms – set up once, use many times. Meeting Rooms are saved in memory (using no resources) and can be activated as many times as needed.
Polycom RMX 1500/2000/4000 Getting Started Guide • Dial-in: — for participants defined in advance (IP participants only) — for undefined participants directly to a conference (IP and ISDN/PSTN) — for undefined participants via a single dial Entry Queue (IP and ISDN/PSTN) Cascading Conferences • Simple Cascading of 2 MCUs and Star Topology. • Multi Hierarchy Cascading (MIH).
Chapter 1-System Overview • Conference and Chairman Passwords • Locking out Users • Displaying the User Login record — Controlling the User Sessions includes: • Limiting the maximum number of concurrent user sessions • Connection Timeout • User session timeout • Limiting the maximum number of users that can connect to the system • Multiple Network Services Conference Management and Monitoring Features The Polycom RMX 1500/2000/4000 Web Client provides capabilities for management and monitoring of particip
Polycom RMX 1500/2000/4000 Getting Started Guide • Closed Caption provides real-time text transcriptions or language translations of the video conference. • 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 remote control device.
Chapter 1-System Overview Workstation 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. • Workstation Operating System – Microsoft® Windows® XP, Vista®, Windows® 7. • Network Card – 10/100 Mbps. • Web Browser - Microsoft® Internet Explorer® Version 6 or higher. .Net Framework 2.0 is required and installed automatically.
Polycom RMX 1500/2000/4000 Getting Started Guide Windows 7™ Security Settings If Windows7 is installed on the workstation, Protected Mode must be disabled before downloading the Version 7.0 software to the workstation. To disable Protected Mode: 1 In the Internet Options dialog box, click the Security tab. The Security tab is displayed.
Chapter 1-System Overview 2 Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites 1-16
Polycom RMX 1500/2000/4000 Getting Started Guide 3 After successful connection to RMX, the Enable Protected Mode check boxes can be selected to enable Protected Mode for the following tabs: — Internet — Local intranet Internet Explorer 8 Configuration When using Internet Explorer 8 to run the RMX Web Client or RMX Manager applications, it is important to configure the browser according to the following procedure. To configure Internet Explorer 8: 1 Close all browsers running on the workstation.
Chapter 1-System Overview The Delete Browsing History dialog box is displayed. 1-18 6 Select the Temporary Internet files and Cookies check boxes. 7 Click the Delete button. 8 The Delete Browsing History dialog box closes and the files are deleted. 9 In the Internet Options dialog box, click the Settings button.
Polycom RMX 1500/2000/4000 Getting Started Guide The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button.
Chapter 1-System Overview The Downloaded Program Files folder containing the installed Program Files is displayed. 11 Select the CEMAClassLoaderCntl Object file 12 Press the Delete key on the workstation. 13 Close the Downloaded Program Files folder and the Temporary Internet Files and History Settings dialog box. 14 In the Internet Options dialog box, click the OK button to save the changes and close the dialog box.
2 First Time Installation and Configuration Preparations First Time Installation and Configuration of the Polycom RMX 1500/2000/4000 consists of the following procedures: 1 Preparations: 2 — Gather Network Equipment and Address Information - get the information needed for integrating the RMX into the local network. — Unpack the RMX. — Modify the Management Network parameters on the USB Key. Hardware Installation and Setup 3 — Mount the RMX in a rack. — Connect the necessary cables.
Chapter 2-First Time Installation and Configuration Preparations Gather Network Equipment and Address Information IP Services Preparations Hardware Installation and Setup First Entry Power-up and Configuration 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 (Control Unit) • Default IP Service (Conferencing Service) During the First Entry Configuration, th
Polycom RMX 1500/2000/4000 Getting Started Guide IP Network Services Required Information When installing an RMX unit, these default IP addresses must be modified to your local network settings. Therefore it is important that before powering the RMX unit up for the first time, that you obtain the information needed to complete the Local Network Settings section of the table from your network administrator.
Chapter 2-First Time Installation and Configuration Table 2-1 2-4 Network Equipment and Address Information Parameter Factory Default Control Unit IP Address 192.168.1.254 Control Unit Subnet Mask 255.255.255.0 Default Router IP Address 192.168.1.1 Shelf Management IP Address 192.168.1.
Polycom RMX 1500/2000/4000 Getting Started Guide ISDN/PSTN Services The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN switch and the ISDN lines running from the ISDN/PSTN switch to the ISDN card installed in the RMX.
Chapter 2-First Time Installation and Configuration 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. 2 Open the top cover of the packing case. Two boxes are placed on the top Stratocell®, labeled: — Installation Accessories. This kit contains the power cables and a USB key. — Rack Installation Accessories.
Polycom RMX 1500/2000/4000 Getting Started Guide Unpacking the RMX 4000 To unpack and lift the RMX 4000: 1 When you receive the RMX 4000 packing case, inspect the equipment for damage and verify that the components match the packing slip. 2 The RMX 4000 is shipped in a packing case with Stratocell® packaging, and the top cover must be unlocked and lifted. 3 Open the top cover of the packing case. Two boxes are placed on the top Stratocell®, labeled: — Installation Accessories.
Chapter 2-First Time Installation and Configuration 4 Remove the boxes and top Stratocell® and open the anti-static plastic bag wrapping the RMX. 5 Holding the handle on each side, lift the RMX 4000 from the box, and place it on a flat surface or in a rack. Remove any packaging material prior to positioning the RMX 4000. Attention: Two people are required to lift the MCU out of the box and when installing it in a rack. Write down the RMX’s serial number that is on a sticker on the back of the unit.
Polycom RMX 1500/2000/4000 Getting Started Guide Modifying the Factory Default Management Network Settings on the USB Key The USB key contains a text file, lan.cfg, which holds the factory default IP address parameters. These parameters must be modified to your local network settings using the LAN Configuration Utility, also on the USB key. To modify the USB key settings: 1 Take the USB Key from the Installation Accessories kit and insert it into the PC workstation. The Polycom Documentation window opens.
Chapter 2-First Time Installation and Configuration 2 Click the documentation language of your choice. An End-User Licence Agreement for Polycom Software is displayed. 3 Read the agreement and click the Accept Agreement button. 4 In the Initial Setup Utility screen, click the RMX LAN Configuration Utility link. The LAN Configuration Utility dialog box opens.
Polycom RMX 1500/2000/4000 Getting Started Guide 5 Modify the following parameters in the utility’s dialog box using the information supplied by your network administrator. — Control Unit IP Address — Shelf Management IP Address 6 7 — Subnet Mask — Default Router IP Address Click OK. Remove the USB Key from the PC workstation. The USB key is required for First Entry Power-up and Configuration of the RMX.
Chapter 2-First Time Installation and Configuration Hardware Installation and Setup In a well ventilated area, mount the RMX 1500/RMX 2000 unit in a 19” rack. The RMX 4000 unit can be mounted in a 19” or 23” rack. It is important to adhere to the Site Requirements as described in the RMX 1500/2000/4000 Hardware Guides, ”Site Requirements” on page 1-3. To maximize conferencing performance, especially in high bit rate call environments, a 1Gb connection is recommended for all RMX types.
Polycom RMX 1500/2000/4000 Getting Started Guide — Mount the RMX 1500 on top of the chassis runners. — Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets. Chassis runners are 60cm (23.62”) in length. If your rack depth is different, a shelf can be used instead. • Using a shelf — Install the shelf, supplied by the rack manufacturer, in the rack. — Mount the RMX on the shelf.
Chapter 2-First Time Installation and Configuration Connecting Cables to the RMX 1500 To connect the cables: • For the RTM IP 1500 module: — Connect the Media cable to LAN 2 port. (Optional) Connect the LAN cable to LAN 1. For more information, see RMX 1500/2000/4000 Administrator’s Guide, "LAN Redundancy” on page 14-46. — Connect the Network cables to the MNG (Signaling) port & MNGB (Management Network) port. — (Optional) Connect the Shelf Management cable to the Shelf port.
Polycom RMX 1500/2000/4000 Getting Started Guide Installing the RMX 2000 For detailed instructions, precautions and requirements for installing the RMX 2000 refer to the Polycom RMX 2000 Hardware Guide.
Chapter 2-First Time Installation and Configuration • Using a shelf — Install the shelf, supplied by the rack manufacturer, in the rack. — Mount the RMX on the shelf. — Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets. Connecting Cables to the RMX 2000 Do not remove the protective caps from LAN1, LAN3 and ShMG ports. Connect the following cables to the back panel: • Power cable — On the RTM IP card connect the LAN cable to LAN 2 Port.
Polycom RMX 1500/2000/4000 Getting Started Guide • On the RTM ISDN card connect the E1/T1 Cables to PRI Ports LAN 2 Connection E1/T1 Connection Off/On switch Power Cable Installing the RMX 4000 The following procedures have to be performed to install the RMX 4000 at your site: • Mounting the RMX in a rack • Connecting the RMX 4000 to the power source • Connecting the network (LAN and ISDN) cables to the RMX Mounting the RMX 4000 in a Rack Either place the RMX 4000 on a hard, flat surface such a
Chapter 2-First Time Installation and Configuration • — Fasten the RMX to the rack with screws through the eight holes in the RMX’s front mounting brackets. Using a shelf — Install the shelf, supplied by the rack manufacturer, in the rack. — Mount the RMX on the shelf. — Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets. Connecting the RMX 4000 to the Power Sources The size of the protective earthing conductor & cable should be a minimum of 10AWG.
Polycom RMX 1500/2000/4000 Getting Started Guide AC Power Supply connections: 1 Insert power cables to each of the three AC Power Entry Modules (PEMs). Power Cables Figure 2-2 RMX 4000 Rear Panel View with AC Power DC Power Supply connections: 1 On the DC Power Rail Modules set the two circuit breakers to OFF. Two types of circuit breakers can be installed on the DC Power Rail Module (PRM). For more information, see the RMX 4000 Hardware Guide.
Chapter 2-First Time Installation and Configuration ESD connector Ground connector Circuit breaker - ON position RTN -48 VDC Blank panel Circuit breaker - OFF position The center PRM slot/module is fitted with a blank panel and the slot cannot be used on a system with DC Voltage. 5 Connect the green or green-yellow wire to the system single-point M6x15 “Ground” bolt. The rating of the protective earthing conductor should be a minimum of 10AWG.
Polycom RMX 1500/2000/4000 Getting Started Guide Connecting Cables to the RMX 4000 To connect the cables (AC and DC systems): • RTM-IP 4000: — Connect the Management Network cable to LAN 2. — Connect the Signaling cable to LAN 3. — Connect the Shelf Management cable to LAN 6. • For each installed RTM LAN - Connect the LAN cable to LAN 2. • — (Optional) Connect the LAN cable to LAN 1. For more information, see RMX 1500/2000/4000 Administrator’s Guide, "LAN Redundancy” on page 14-46.
Chapter 2-First Time Installation and Configuration First Entry Power-up and Configuration Preparations Hardware Installation and Setup There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence: 1 First-time Power-up 2 Product Registration. 3 Connection to MCU. 4 Modifying the Default IP and ISDN/PSTN Service Settings (Fast Configuration Wizard).
Polycom RMX 1500/2000/4000 Getting Started Guide 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. The parameters in the lan.cfg file are uploaded from the USB key to the RMX’s memory and applied during the power-up sequence. System power-up sequence may take up to five minutes.
Chapter 2-First Time Installation and Configuration 5 When the Product Activation Key is displayed, write it down or copy it for later pasting into the Activation Key field of the Product Activation dialog box. Procedure 3: Connection to MCU If Windows7™ is installed on the workstation, Protected Mode must be disabled before connecting to the MCU running Version 7.0 software. For more information see ”Windows 7™ Security Settings” on page 1-11. 1 Start the RMX Web Client application on the workstation.
Polycom RMX 1500/2000/4000 Getting Started Guide 2 In the RMX Web Client Login screen, enter the default Username (POLYCOM) and Password (POLYCOM) and click Login. The RMX Web Client opens and the Product Activation dialog box appears with the serial number filled in: 3 In the Activation Key field, enter or paste the Product Activation Key obtained earlier. 4 Click OK. As no Default IP Network Service is defined, the system automatically starts the Fast Configuration Wizard.
Chapter 2-First Time Installation and Configuration Procedure 4: Modifying the Default IP Service and ISDN/ PSTN Network Service Settings The Fast Configuration Wizard assists in configuring the Default IP Network Service. It starts automatically if no Default IP Network Service is defined. This happens during First Time Power-up, before the service has been defined or if the Signaling Service has been deleted, followed by an RMX restart.
Polycom RMX 1500/2000/4000 Getting Started Guide Fast Configuration Wizard 1 Enter the required IP information in the dialog box.
Chapter 2-First Time Installation and Configuration Table 2-4 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. This name can be changed. Note: This field is displayed in all IP Signaling dialog boxes and can contain character sets that use Unicode encoding. Signaling Host IP Address Enter the address to be used by IP endpoints when dialing in to the MCU.
Polycom RMX 1500/2000/4000 Getting Started Guide 3 Enter the required Routers information in the dialog box. Table 2-5 4 Fast Configuration Wizard – Routers Field Description Default Router IP Address Enter the IP address of the default router. Click Next.
Chapter 2-First Time Installation and Configuration 5 Enter the required DNS information in the dialog box. Table 2-6 Fast Configuration Wizard – DNS Field Description MCU Host Name Enter the name of the MCU on the network. Default name is RMX. DNS Select: • Off – if DNS servers are not used in the network. • Specify – to enter the IP addresses of the DNS servers. Note: The IP address fields are enabled only if Specify is selected.
Polycom RMX 1500/2000/4000 Getting Started Guide 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-First Time Installation and Configuration Table 2-7 Fast Configuration Wizard – Gatekeeper Field Description Gatekeeper Select Specify to enable configuration of the gatekeeper IP address. When Off is selected, all gatekeeper options are disabled. Primary Gatekeeper IP Address or Name Enter either the gatekeeper’s host name (if a DNS Server is used) or IP address. MCU Prefix in Gatekeeper Enter the string with which the MCU registers itself with the gatekeeper.
Polycom RMX 1500/2000/4000 Getting Started Guide 13 Enter the required SIP Server information in the dialog box. Table 2-8 Fast Configuration Wizard – SIP Server Field Description SIP Server Select: • Specify – to manually configure SIP servers. • Off – if SIP servers are not present in the network. SIP Server IP Address Enter either the IP address of the preferred SIP server or its host name (if a DNS server is used).
Chapter 2-First Time Installation and Configuration Table 2-8 Fast Configuration Wizard – SIP Server (Continued) Field Description Transport Type (cont.) The following protocols are supported: • TLS 1.0 • • SSL 2.0 SSL 3.0. 14 Click Next. Enter the required Security information in the dialog box. Table 2-9 Field Description Authentication User Name Enter the conference, Entry Queue or Meeting Room name as registered with the proxy. This field can contain up to 20 ASCII characters.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 ISDN /PSTN Network Service definition screens of the Fast Configuration Wizard are enabled. If there is no RTM ISDN card in the RMX or if you do not want to define an ISDN/PSTN Network Service, go to Step 33.
Chapter 2-First Time Installation and Configuration 17 Define the following parameters: Table 2-10 Fast Configuration Wizard – ISDN Service Settings Field Description Network Service Name Specify the service provider’s (carrier) name or any other name you choose, using up to 20 characters. The Network Service Name identifies the ISDN/PSTN Service to the system.
Polycom RMX 1500/2000/4000 Getting Started Guide The PRI Settings dialog box opens. 19 Define the following parameters: Table 2-11 Fast Configuration Wizard – PRI Settings Field Description Default Num Type Select the Default Num Type from the list. The Num Type defines how the system handles the dialing digits. For example, if you type eight dialing digits, the Num Type defines whether this number is national or international.
Chapter 2-First Time Installation and Configuration Table 2-11 Fast Configuration Wizard – PRI Settings (Continued) Field Description 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 parameter is set by the system. Net Specific Select the appropriate service program if one is used by your service provider (carrier). Some service providers may have several service programs that can be used.
Polycom RMX 1500/2000/4000 Getting Started Guide 21 Define the following parameters: Table 2-12 Fast Configuration Wizard – Spans Definition Field Description Framing Select the Framing format used by the carrier for the network interface from the list. • For T1 spans, default is SFSF. • Side For E1 spans, default is FEBE.
Chapter 2-First Time Installation and Configuration 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: Table 2-13 Fast Configuration Wizard – Add Phone Numbers • • Field Description First Number The first number in the phone number range. Last Number The last number in the phone number range. A range must include at least two dial-in numbers. A range cannot exceed 1000 numbers. 25 Click OK.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 Save & Continue. After clicking Save & Continue, you cannot use the Back button to return to previous configuration dialog boxes. The ISDN/PSTN Network Service is created and is added to the ISDN/ PSTN Network Services list.
Chapter 2-First Time Installation and Configuration — Slot – the MPM/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). On the RMX 1500, the Slot field does not appear. — Service – the ISDN/PSTN Network Service to which the span is assigned. — Clock Source – indicates if ISDN signaling synchronization is being supplied by the Primary or Secondary clock source. The first span to synchronize becomes the Primary clock source.
Polycom RMX 1500/2000/4000 Getting Started Guide The System Flags dialog box is displayed. 32 Enter the required System Flags information in the dialog box. Table 2-14 Fast Configuration Wizard – System Flags Field Description / Default Conference ID Length (MCU) The number of digits of the Conference ID to be assigned by the MCU. Range: 2-16 (Default: 5) Minimum Conference ID Length (User) The minimum number of digits that the user must enter when manually assigning a numeric ID to a conference.
Chapter 2-First Time Installation and Configuration Table 2-14 Fast Configuration Wizard – System Flags (Continued) Field Description / Default Terminate Conference when Chairperson Exits When Yes is selected (default), the conference ends when the chairperson exits even if there are other participants connected. When No is selected, the conference automatically ends at the predefined end time, or when all the participants have disconnected from the conference.
Polycom RMX 1500/2000/4000 Getting Started Guide On first entry, the default Username and Password are both POLYCOM. In the RMX Web Client’s Main Screen an MCU State indicator displays a progress indicator showing the time remaining until the system start-up is complete. 39 Create a new User with Administrator permissions and delete the default User (POLYCOM). For system security reasons the system is not fully configured until this step has been performed.
Chapter 2-First Time Installation and Configuration 2 Click the check boxes of the languages to appear in the Login screen of the RMX Web Client. For more information see the RMX 1500/2000/ 4000 Administrator’s Guide ”Multilingual Setting” on page 19-106. If the selected language is not supported by the browser or the workstation’s Operating System, the RMX Web Client is displayed in English. 3 Click OK. 4 Log out and reconnect to the RMX.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 2-15 Conferencing Entities (Continued) Entity Description Conference 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. Factory Video Profile contains the video conference parameters with a bit rate of 384Kbps, Auto Layout and Polycom Skin. The Profile uses an IVR Service called Conference IVR Service.
Chapter 2-First Time Installation and Configuration Table 2-15 Conferencing Entities (Continued) Entity Description Entry Queue Name DefaultEQ ID 1000 Using an Entry Queue enables one dial-in number to be used for all conferences. In the Entry Queue, participants are prompted for information to enable routing to their destination conferences. A default Entry Queue called DefaultEQ is provided.
Polycom RMX 1500/2000/4000 Getting Started Guide Customizing the RMX’s Default 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 etc. – first record the required messages and create the video slides and then create the appropriate conference IVR Service or Entry Queue IVR Service.
Chapter 2-First Time Installation and Configuration For more information, see the RMX 1500/2000/4000 Administrator’s Guide, ”Address Book” on page 6-1. • 2-50 You can schedule conferences to start in the future.
3 Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferences • Monitoring and managing participants and endpoints as individuals or groups. — Participant – A person using an endpoint to connect to a conference. When using a Room System, several participants use a single endpoint. — Endpoint – A hardware device, or set of devices, that can call, and be called by an MCU or another endpoint.
Chapter 3-Basic Operation To start the RMX 2000 Web Client: 1 In your browser address line, enter http:// and press the Enter key. The Login screen is displayed. Link to RMX Manager Installer 2 Enter your Username and Password and click the Login button. On first entry, the default Username and Password are both POLYCOM. The RMX 2000 Web Client main screen is displayed. The Login screen contains a link to the RMX Manager installer.
Polycom RMX 1500/2000/4000 Getting Started Guide RMX 2000 Web Client Screen Components The RMX 2000 Web Client’s main screen consists of five panes: • Conference List • List Pane • RMX Management • Status Bar • Address Book • Conference Templates You can login as a user with Chairperson, Operator or Administrator authorization. Your Authorization Level determines your viewing and system functions.
Chapter 3-Basic Operation Viewing and System Functionality Permissions The RMX 2000 Web Client user’s viewing and system functionality depend on the authorization level assigned to each user as summarized in Table 3-1: Table 3-1 Viewing and System Permissions Authorization Level Chairperson Operator Administrator Viewing Permissions Conference List List Pane Address Book Conference Templates Status Bar RMX Management Conference Alarms Conference
Polycom RMX 1500/2000/4000 Getting Started Guide Conferences List If you are logged in as a user with Operator or Administrator permissions: The Conferences pane lists all the conferences currently running on the MCU along with their Status, Conference ID, Start Time and End Time data. The number of ongoing conferences is displayed in the pane’s title.
Chapter 3-Basic Operation For more information see “Using the Chairperson Password for Filtering” on page 3-50. • A Chairperson Password column is included in the conference data. Chairperson Password Field Refresh Button Chairperson Password Column List Pane The List pane displays details of the item selected in the Conferences pane or RMX Management pane. The title of the pane changes according to the selected item.
Polycom RMX 1500/2000/4000 Getting Started Guide Items can be moved between these two sections to customize the management tasks per RMX User. For more details, see "Customizing the RMX Management Pane” on page 3-12. Status Bar The Status Bar at the bottom of the RMX Web Client contains System and Participant Alerts tabs as well as Port Usage Gauges and an MCU State indicator. Administrator Operator Chairperson Viewing Permissions System Alerts This is a list of system problems.
Chapter 3-Basic Operation The Participant Alerts pane is opened and closed by clicking the Participant Alerts button in the left corner of the Status Bar. Administrator Operator Chairperson Viewing Permissions Port Usage Gauges The Port Usage gauges indicate: • • • The total number of Video or Voice ports in the system according to the Video/Voice Port Configuration. The number of Video and Voice ports in use. The High Port Usage threshold.
Polycom RMX 1500/2000/4000 Getting Started Guide Chairperson Operator Administrator Viewing Permissions MCU State The MCU State indicator displays one of the following: • – The MCU is starting up. The time remaining until the system start-up is complete is displayed between brackets while a green progress indicator bar indicates the start-up progress. Progress Indicator Bar • • Time Remaining – The MCU is functioning normally. – The MCU has a major problem.
Chapter 3-Basic Operation Address Book entries are listed according to: • Type – whether an individual Participant or a Group of participants • Name – of the participant or group • Dialing Direction – Dial-in or Dial-out • IP Address/Phone – of the participant Displaying and Hiding the Address Book The first time you access the RMX Web Client, the Address Book pane is displayed. You can hide it by clicking the anchor pin ( ) button.
Polycom RMX 1500/2000/4000 Getting Started Guide Displaying and Hiding Conference Templates The Conference Templates list pane is initially displayed as a closed tab in the RMX Web Client main window. The number of saved Conference Templates is indicated on the tab. Conference Templates Tab Number of Saved Conference Templates Clicking the tab opens the Conference Templates list pane.
Chapter 3-Basic Operation To re-size a pane: >> Move the pointer over the pane border and when the pointer becomes a click and drag the pane border to the required size and release the mouse button. To adjust column width: 1 In the column header row, place the pointer on the vertical fieldseparator bar of the column. 2 When the pointer becomes a , click and drag the field separator bar to the required column size and release the mouse button.
Polycom RMX 1500/2000/4000 Getting Started Guide Toolbar View Button List View List View Button Toolbar View You can move items between the Frequently Used 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 The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the 3-14 and buttons.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 from the Conferences Pane” on page 3-16. • Dialing in to a Meeting Room. — A Meeting Room is a conference that is saved on the MCU. It remains in passive mode until it is activated by the first participant, or the meeting organizer, dialing in.
Chapter 3-Basic Operation Starting a Conference from the Conferences Pane To start a conference from the Conference pane: 1 In the Conferences pane, click the New Conference ( ) button. The New Conference – General dialog box opens. The system displays the conference’s default Name, Duration and the default Profile, which contains the conference parameters and media settings. The RMX automatically allocates the conference ID, when the conference starts.
Polycom RMX 1500/2000/4000 Getting Started Guide General Tab 2 Define the following parameters: Table 3-2 New Conference – General Options Field Description Display Name The Display Name is the conferencing entity name in native language character sets to be displayed in the RMX Web Client. In conferences, Meeting Rooms, Entry Queues and SIP factories the system automatically generates an ASCII name for the Display Name field that can be modified using Unicode encoding.
Chapter 3-Basic Operation Table 3-2 New Conference – General Options (Continued) Field Description Permanent Conference Check this box to make this conference a Permanent Conference: an ongoing conference with no pre-determined End Time continuing until it is terminated by an administrator, operator or chairperson. For more information see the RMX 1500/2000/4000 Administrator’s Guide "Lecture Mode” on page 2-94. Note: This field is displayed in all tabs.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description ID Enter the unique-per-MCU conference ID. If left blank, the MCU automatically assigns a number once the conference is launched. This ID must be communicated to conference participants to enable them to dial in to the conference. Conference Password Enter a password to be used by participants to access the conference. If left blank, no password is assigned to the conference.
Chapter 3-Basic Operation Table 3-2 New Conference – General Options (Continued) Field Description Chairperson Password Enter a password to be used by the RMX to identify the Chairperson and grant him/her additional privileges. If left blank, no chairperson password is assigned to the conference. This password is valid only in conferences that are configured to prompt for a chairperson password. This field is numeric and has a default length of 4 characters.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description 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 participants. • MPM+ Mode: 200 participants (if all ports are set to Audio Only). • MPMx Mode: 720 participants (Double card, with all ports are set to Audio Only).
Chapter 3-Basic Operation Table 3-2 3-22 New Conference – General Options (Continued) Field Description Dial-in Number (2) By default, the second dial-in number is not defined. To define a second-dial-in number, enter a required number from the dial-in number range defined for the selected Network Service. 3 If all participants are undefined, dial-in and no additional information is required for the new conference, click OK.
Polycom RMX 1500/2000/4000 Getting Started Guide Participants Tab This procedure is optional. The Participants tab is used to add participants to the conference from the Address Book. It is also used to add defined dial-out participants to the conference. Defined dial-out participants are connected to the conference automatically when the conference is launched, unless the Dial Out Manually option is selected. 5 Click the Participants tab. The Participants tab opens.
Chapter 3-Basic Operation The following table describes the information displayed in the Participants List and the operations that can be performed. Table 3-3 New Conference – Participants Tab Column / Button Description Participants List Name A Unicode field that displays the participant’s name and an icon representing the endpoint type: Audio Only or Video. IP Address/Phone Indicates the IP address or phone number of the participant’s endpoint.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-3 New Conference – Participants Tab (Continued) Column / Button Description Buttons New Click to define a new participant. For more information, see the RMX 1500/2000/ 4000 Administrator’s Guide, "Adding a new participant to the Address Book Directly” on page 6-4. Remove Click to remove the selected participant from the conference. Add from Address Book Click to add a participant from the Address Book to the conference.
Chapter 3-Basic Operation — 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 3-63. To add participants from the Address Book: 6 In the Participants List, click the Add from Address Book button to open the Participants Address Book.
Polycom RMX 1500/2000/4000 Getting Started Guide 8 The selected participants are assigned to the conference and appear in the Participant List. 9 Select additional Participants or click the Close button to return to the Participants tab. Information Tab In the Info fields, you can add general information about the conference, such as contact person name, company name, billing code, etc. This information is written to the Call Detail Record (CDR) when the conference is launched.
Chapter 3-Basic Operation 11 Enter the following information: Table 3-4 New Conference – Info Options Field Description Info1, 2, 3 There are three information fields that allow you to enter general information for the conference such as company name, contact person etc. Unicode can be used in these fields. The maximum length of each field is 80 characters. Billing Enter the conference billing code if applicable. 12 Click OK. An entry for the new conference appears in the Conferences pane.
Polycom RMX 1500/2000/4000 Getting Started Guide Starting a Reservation To start a conference from the Reservation Calendar: 1 In the RMX Management pane, click the Reservations entry ( The Reservation Calendar is displayed. 2 Click the New Reservation ( ). ) button.
Chapter 3-Basic Operation The New Reservation – General tab dialog box opens. This dialog box is identical to the New Conference - General dialog box. For a field description, see "General Tab” on page 3-17. 3 Optional. Select the Enable ISDN/PSTN Dial-in check box if you want ISDN and PSTN participants to be able to connect directly to the conference.
Polycom RMX 1500/2000/4000 Getting Started Guide 6 Click OK. The conference is started. If an ISDN/PSTN dial-in number was assigned to the conference either automatically or manually, this number can be viewed in the Conferences pane. For more information about Reservations, see the RMX 1500/2000/4000 Administrator’s Guide, "Reservations” on page 7-1. Starting an Ongoing Conference From a Template An ongoing conference can be started from any Conference Template saved in the Conference Templates list.
Chapter 3-Basic Operation Participants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected. If an ongoing conference, Meeting Room or Entry Queue with the same Display Name, Routing Name or ID already exist in the system, the conference will not be started. For detailed description of Conference Templates, see RMX 1500/2000/ 4000 Administrator’s Guide, "Conference Templates” on page 9-1.
Polycom RMX 1500/2000/4000 Getting Started Guide Connecting to a Conference Direct Dial-in Direct dial-in connection to conferences and Meeting Rooms is available to all endpoints. Participants must be provided with a dialing string which can vary according to the network type, conference password and chairperson password. Participants dial the conference dial-in string and are connected to the conference IVR Service.
Chapter 3-Basic Operation H.323 Participants For H.323 participants, the dialing string is composed of the MCU prefix in the Gatekeeper and the conference ID. Example: Prefix in gatekeeper 925 Conference ID 1001 Conference Name Maple_Room >> The participant dials 9251001 or 925Maple_room If there is no gatekeeper defined for the network, H.323 participants dial the MCU’s signaling host IP address and the conference ID, separated by ##. Example: MCU (Signaling Host) IP address 172.22.30.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 according to the conference ID they enter. Figure 3-2 Dial-in Connection via Entry Queue H.323 Participants Dialing is executed in the same way as for conferences, where the Entry Queue ID/Name replaces the Conference ID/Name. H.
Chapter 3-Basic Operation H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct Conference ID of destination conference to the initial dial string: [Gatekeeper Prefix][EQ ID][##Destination Conference ID] Example: Conference ID 1001 >> H.323 participants dial 9251000##1001 H.
Polycom RMX 1500/2000/4000 Getting Started Guide Example: Entry Queue ID 1000 Assigned Dial-in number 4631000 >> ISDN/PSTN participants dial 4631000 Connecting to a Polycom Conference from an Outlook Meeting Invitation Attendees that have received a Meeting Invitation via Outlook using the Polycom Conferencing Add-in for Microsoft Outlook, connect by clicking on the link included in the invitation or by manually dialing the numbers displayed using the endpoint's numeric input device.
Chapter 3-Basic Operation Dial-out Participants Automatic Dial Out Dial-out participants are defined with their dial-out number. Once they are added to the ongoing conference, the MCU automatically calls them at a rate of 1 dial-out per second, using the default H.323, SIP or ISDN/ PSTN Network Service defined for them. Manual Dial Out In the manual mode, the RMX user or meeting organizer instructs the conferencing system to call the participant.
Polycom RMX 1500/2000/4000 Getting Started Guide During the Gathering Phase, the audio of all participants can be heard, and the video of active speakers is displayed in the video windows as they begin talking.
Chapter 3-Basic Operation Gathering Phase Guidelines • The Gathering Phase slide can be displayed at any time during the conference by entering the Show Participants DTMF code, *88. • The Gathering Phase is not supported in Video Switching Conferences. • The names of the first eight participants to connect are displayed. If eight or more participants connect, the 8th row displays “…”.
Polycom RMX 1500/2000/4000 Getting Started Guide the Gathering slide is displayed in a smaller video window in the layout. Content Gathering Slide For more information see, the RMX 1500/2000/4000 Administrator’s Guide, "Video Preview” on page 2-46.
Chapter 3-Basic Operation Text Indication in the Video Layout Endpoint Names During conferences you can view the names of the endpoints that are connected to the conference in your endpoint’s video layout windows. The MCU can display up to 33 characters of the endpoint’s name, depending on the window’s layout (size).
Polycom RMX 1500/2000/4000 Getting Started Guide — For a SIP undefined participant: • • Display the SIP DisplayName 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.320 participant: • The system displays the name from the participant definition. — For an undefined H.320 participant: • Display the Terminal Command String (TCS-2) to identify the participant.
Chapter 3-Basic Operation The Participant Properties – Media Sources dialog box opens: 3-44 2 Enter the new Display Name in the Name field. 3 Click OK.
Polycom RMX 1500/2000/4000 Getting Started Guide Text Indication The Text Indication appears in the window of the current speaker in the participant’s layout in addition to the endpoint name. It displays the conference Secure mode (on or off), total number of connected participants, number of video participants and number of audio participants.
Chapter 3-Basic Operation This setting is recommended for MCUs running Telepresence conferences. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, “System Configuration” on page 19-6. Transparent Endpoint Names Endpoint name backgrounds are 50% transparent, and while maintaining contrast, do not completely obscure the overlaid video.
Polycom RMX 1500/2000/4000 Getting Started Guide Message Overlay Message Overlay allows messages to be sent to all participants in an ongoing conference. A maximum of 24 Unicode characters can be sent as a Message Overlay. In some languages, for example Russian, when a large font size is selected, both rolling and static messages may be truncated if the message length exceeds the resolution width.
Chapter 3-Basic Operation 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.
Polycom RMX 1500/2000/4000 Getting Started Guide • Right-clicking anywhere in the Conferences or Participants pane and selecting an operation from the menu. Operations Menu Multi Selection Using multiple selection, you can monitor and perform simultaneous operations on multiple participants in multiple conferences. The selected conferences are displayed as sub-lists in the Participants list pane.
Chapter 3-Basic Operation Using the Chairperson Password for Filtering If you are logged in as a chairperson, the Chairperson Password field is displayed. It enables you to search for, and display a list of, ongoing conferences for which you have the password. Chairperson Password Field Refresh Button Chairperson Password Column To search for an ongoing conference by Chairperson Password: 1 Click in the Chairperson Password field. 2 Enter the password to be searched for. 3 Click the Refresh button.
Polycom RMX 1500/2000/4000 Getting Started Guide One or more of the status indicators listed in Table 3-5 may appear in the Status column. Table 3-5 Conferences – Monitoring Information Field Description Display Name Displays conference name and type of conference: • • • • Status ID – Video Conference (including HD CP conferences). – Conference running in Video Switching mode. – The conference has been secured using the *71 DTMF code. For details, see "Secured Conference Monitoring” on page 3-54.
Chapter 3-Basic Operation Table 3-5 Conferences – Monitoring Information (Continued) Field Description Start Time Conference start time. End Time The time the conference is expected to end. Dial in Number(1) The Conference dial in number for ISDN/PSTN participants. SIP Registration The status of registration with the SIP server: Not configured - Registration with the SIP Server was not enabled in the Conference Profile assigned to this conferencing Entity.
Polycom RMX 1500/2000/4000 Getting Started Guide The Conference Properties - General dialog box opens. You can view all the conference’s properties but those that appear with a gray background cannot be modified. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference Level Monitoring” on page 11-3. Roll Call/Audible Tones During an Ongoing Conference If Roll Call is enabled, when a participant joins or leaves a conference, the system plays a voice message to all participants.
Chapter 3-Basic Operation This feature is enabled or disabled by value of the IVR_ROLL_CALL_USE_TONES_INSTEAD_OF_VOICE System Flag in system.cfg: • When set to NO (default), voice messages are played. • When set to YES, the uploaded tones replace the voice messages. For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Modifying System Flags” on page 19-6 and "Defining a New Conference IVR Service” on page 15-9. Audio Only Message H.
Polycom RMX 1500/2000/4000 Getting Started Guide Participant Level Monitoring Participant Connection Monitoring When a conference is selected in the Conference list, the Participants list header displays a summary of participant connection status. Conferences List Participants List Header Connected and Expected to Connect Currently Connected These numbers include: • Currently Connected participants - both defined and undefined participants currently connected to the conference.
Chapter 3-Basic Operation Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Status 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. Disconnected – The participant is disconnected from the conference. This status applies only to defined participants.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Role Displays the participant’s role or function in the conference: Chairperson – The participant is defined as the conference chairperson. The chairperson can manage the conference using touch-tone signals (DTMF codes). Lecturer – The participant is defined as the conference Lecturer.
Chapter 3-Basic Operation Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description 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. Disconnected – Participant’s audio channel is disconnected. This is a defined participant who is waiting to be connected to the conference. Muted – Participant’s audio channel is muted.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description FECC Token Participant is the holder of the FECC token and has Far End Camera Control capabilities. The FECC token can be allocated to only one participant at a time and remains un-allocated if no participant requests it. Content Token Participant is the holder of the Content token and has content sharing permission.
Chapter 3-Basic Operation To preview the participant video: 1 List the conference participants in the Participants pane. 2 Right-click the participant whose video you want to preview and then click one of the following options: — View Participant Sent Video - to display the video sent from the participant to the conference. — View Participant Received Video - to display the video sent from the conference to the participant.
Polycom RMX 1500/2000/4000 Getting Started Guide The Video Preview window opens. If the video card installed in the PC does not support DirectDraw Acceleration, a black window may be viewed. For more information, including workstation minimum requirements, see the RMX 1500/2000/4000 Administrator’s Guide.
Chapter 3-Basic Operation Operations Performed During On Going Conferences Conference Level operations Changing the Duration of a Conference The duration of each conference is set when the new conference is created. The default duration of a conference is 1 hour. All conferences running on the RMX are automatically extended as long as there are participants connected to the conference. A conference’s Duration can be extended or shortened while it is running, by modifying its scheduled End Time.
Polycom RMX 1500/2000/4000 Getting Started Guide The End Time is changed and the Duration field is updated. To terminate a conference manually: 1 In the Conferences list, select the conference 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 Moving Participants RMX users can assist participants by performing the following operations: • Move a participant to an Operator conference (Attend a participant). • Move a participant to the Home (destination) conference. • Move participant from one ongoing conference to another The move to the Operator conference is enabled only when an Operator conference is running.
Polycom RMX 1500/2000/4000 Getting Started Guide When selected, the Move to Conference dialog box opens, letting you select the name of the destination conference. Moving a Participant Interactively You can drag and drop a participant from the Entry Queue or ongoing conference to the Operator or destination (Home) conference: 1 Display the participants list of the Entry Queue or the source conference by clicking its entry in the Conferences list.
Chapter 3-Basic Operation Saving an Ongoing Conference as a Template Any conference that is ongoing can be saved as a template. To save an ongoing conference as a template: 1 In the Conferences List, select the conference you want to save as a Template. 2 Click the Save Conference ( ) button. or Right-click and select Save Conference. The conference is saved to a template whose name is taken from the ongoing conference Display Name. Copy and Paste Conference The RMX user can Copy, and Paste conferences.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 RMX. To paste a conference: >> Right-click in the Conferences List pane and in the drop-down menu select Paste Conference. or If you are using the RMX Manager and you want to paste the conference to a different RMX: a In the MCUs list pane, click the RMX that is to receive the conference.
Chapter 3-Basic Operation b In the Conferences list pane, right-click, and in the drop-down menu select Paste Conference. The conference is pasted to the RMX with a Display Name is assigned by the system. Paste Conference As The Paste Conference As command allows the RMX user to create a new conference using the copied conference’s properties as a template.
Polycom RMX 1500/2000/4000 Getting Started Guide b In the Conferences list pane, right-click, and in the drop-down menu select Paste Conference As.
Chapter 3-Basic Operation The Conference Properties dialog box is displayed. 2 Modify the conference information as required. 3 Click the OK button to paste and start the new conference. Changing the Video Layout of a Conference While the conference is running, you can change the video layout and select one of 24 video layouts supported by the RMX. Video Layout selection can be done in two levels: • Conference Level – Applies to all conference participants.
Polycom RMX 1500/2000/4000 Getting Started Guide To change the video layout of a conference: 1 In the Conference Properties dialog box, select Video Settings. Video Windows Representation Video Layout Options 2 Selected Layout If the Auto Layout check box is selected, clear it.
Chapter 3-Basic Operation 3 From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK. Number of Video Windows Video Layout Thumbnail Selected Layout Video Forcing Users with Chairperson or Operator permission can select which participant appears in each of the video layout windows using Video Forcing.
Polycom RMX 1500/2000/4000 Getting Started Guide • Participant level video forcing overrides conference level video forcing. • A participant can view him/herself in a layout window, by selecting the Same Layout option. • 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 Layout, to a video window of the same size as that selected for him/her in Conference Layout.
Chapter 3-Basic Operation 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. 3 Click OK. Switching between participants is renewed and is audio activated. Enabling and Disabling Video Clarity™ The user can enable or disable Video Clarity™ during an ongoing conference.
Polycom RMX 1500/2000/4000 Getting Started Guide To disable Message Overlay: 1 Repeat Step 1 and Step 2 in the enabling procedure above. 2 Clear the Enable check box. 3 Click OK. Participant Level Operations Participant Level Operations enable you to modify and control the connections and statuses of participants in ongoing conferences, as described in Table 3-7. Table 3-7 Menu Option Participant Level Operations Button Description New Participant Define a new participant.
Chapter 3-Basic Operation Table 3-7 Menu Option Unmute Audio Participant Level Operations (Continued) Button Description Resume the participant’s audio transmission to the conference. The Mute Audio button ( Suspend Video ) becomes active. Suspend the video transmission from the participant to the conference. The suppressed participant’s video is not transmitted to the conference but the participant still receives conference video.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-7 Menu Option Participant Level Operations (Continued) Button Description View Participant Received Video Preview the video sent from the conference to the participant. 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 Table 3-7 Menu Option Participant Level Operations (Continued) Button Description Connect to Website Connect directly to the internal website of the participant’s endpoint to perform administrative, configuration and troubleshooting activities. AGC (Auto Gain Control) Enable AGC for the participant with weak audio signal during ongoing conferences. Notes: • To implement AGC for the participant audio, the ENABLE_AGC System Flag in system.cfg must be set to YES.
Polycom RMX 1500/2000/4000 Getting Started Guide 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. To cut a participant: 1 In the Participants List pane, right-click the participant you want to cut. 2 In the drop-down menu select Cut Participant.
Chapter 3-Basic Operation Paste Participant The Paste command connects the copied or cut participant to the selected 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. (There are endpoints that permit a participant to be connected to multiple conferences).
Polycom RMX 1500/2000/4000 Getting Started Guide Paste Participant As The Paste Participant As command allows the RMX user to create a new participant using the copied participant’s properties as a template. It 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 The Address Book - Participant Properties dialog box is displayed. 2 Modify the participant information as required. For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Modifying Participants in the Address Book” on page 6-14. Optional. If not already in the Address Book, the copied/cut participant can be added to the Address Book. Optional. The new participant can be added to the Address Book.
Polycom RMX 1500/2000/4000 Getting Started Guide 2 In the Layout Type list, select Personal. Video Windows Representation Selected Layout List of Conference Participants View Additional Layout Options 3 Select the number of Video Windows. 4 Select the required Video Layout. 5 To video force participants to windows in the selected video layout, in the window to which you want to force a participant, select the name of the participant to force from the list of conference participants.
Chapter 3-Basic Operation To cancel the Personal Video Forcing for a window without returning to the conference layout: 1 In the Participant Properties – Media Sources dialog box, in the video layout window, select Auto in the Participants list. 2 Click OK. Switching between participants is renewed and is audio activated. Personal Layout Selection with Click&View With the Click&View application, participants can change their Personal Layouts via DTMF codes entered from their endpoints.
Polycom RMX 1500/2000/4000 Getting Started Guide 2 On the endpoint’s remote keypad, press the number corresponding to the number of video squares you wish to select. For example, if you want a four-square video layout, press . The video window layout of your screen changes to the first fourwindow layout as follows: Repeated presses of the key, within eight seconds, cycles through the following series of four-square layout options: In any multi-square layout, pressing to the top left window.
Chapter 3-Basic Operation Table 3-8 Video Layout Options (Continued) DTMF Code Group Default Layout Group Layout Options 6 7 8 9 0/ 3-86 Revert to the previous conference layout.
Polycom RMX 1500/2000/4000 Getting Started Guide Personal Layout Control via Polycom Touch Control Participants connected via HDX endpoints can control their Personal Layouts via the Polycom® Touch Control device. Polycom Touch Control Device Options Menu Layout Button Layout Menu Layout change requests sent by the participant to the HDX via the Touch Control device result in DTMF codes being sent from the HDX endpoint to the RMX. The RMX responds by sending the requested layout to the HDX endpoint.
Chapter 3-Basic Operation Conference Control Using DTMF Codes Participants and chairpersons can manage their connection to ongoing conferences from their endpoints, using touch-tone signals (DTMF codes) from their endpoints. Table 3-9 lists the DTMF Codes that can be used. Chairpersons can also control an ongoing conference using DTMF codes.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-9 Default DTMF Codes to Manage Conferences and Participants Operation DTMF String Permission Unmute My Line #6 All Increase Broadcast Volume *9 All Decrease Broadcast Volume #9 All Secure Conference *71 Chairperson Unsecure Conference #71 Chairperson Increase Listening Volume *76 All Decrease Listening Volume #76 All Change Password *77 Chairperson Change To Chairperson *78 All Play Help Menu *83 All Mute Incoming P
Chapter 3-Basic Operation Participant who is waiting for User (Operator) Assistance is displayed with the following icons in the Status column of the Participants pane. Awaiting Individual Assistance – The participant has requested the user’s (operator’s) assistance. Awaiting Conference Assistance – The participant has requested the user’s (operator’s) assistance for the conference. This usually means that the RMX user (operator) has been requested to join the conference.
Polycom RMX 1500/2000/4000 Getting Started Guide Personal Conference Manager (PCM) The Personal Conference Manager (PCM) interface enables the conference chairperson to control various conference features using his/her endpoint’s remote control device. The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite H.323 and SIP participants to connect to the conference.
Chapter 3-Basic Operation • — When PCM is active, FECC can only be performed by the chairperson using PCM’s Camera Control menu. 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 displayed while PCM is active. • Normal conference video is resumed after 4 seconds of inactivity within the PCM menu.
Polycom RMX 1500/2000/4000 Getting Started Guide System Flag The PCM_FECC System Flag determines whether the DTMF Code, ##, the Arrow Keys (FECC) or both will activate the PCM interface. In addition, this flag can be used to disable the PCM. Possible Values: YES / NO Default: YES. Table 3-10 summarizes the combined effect of the DTMF Code and PCM_FECC System Flag settings on the system.
Chapter 3-Basic Operation PCM Interface Initiating PCM 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 endpoints: PCM is activated by pressing ## on the Remote Control Device.
Polycom RMX 1500/2000/4000 Getting Started Guide Remote Control Device Keys PCM facilitates user interaction with the RMX using DTMF Codes and the Arrow (FECC) keys of the endpoint’s remote control device.
Chapter 3-Basic Operation Table 3-11 PCM - Menu Navigation Arrow Key Right Up Down Zoom in (+) Zoom out (-) Description • • • Go down one menu level. • Initiate PCM from a conference. • • Cycle upward through the displayed menu options. • Initiate PCM from a conference. • • Cycle downward through the displayed menu options. • Initiate PCM from a conference. • • Confirm current selection in the PCM menu. • • Exit PCM Menu. Confirm current selection in the PCM menu.
Polycom RMX 1500/2000/4000 Getting Started Guide DTMF codes are entered using the Remote Device Numerics Keys and are defined as follows: Table 3-12 PCM - DTMF Codes Numeric Key Description 0 • • Number input. • Return to the conference - when in FECC mode. • • Number input. • Initiate PCM session on ISDN/PSTN endpoint (1 is the default for the Start PCM DTMF Code). • Initiate DTMF mode (with Polycom endpoints) - during a conference or when the PCM menu is displayed. • Enter a period “.
Chapter 3-Basic Operation To invite a participant to connect to the conference: 1 Use the Up/Down arrow keys to select Invite Participant in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 2 key on the Remote Device. The Invite Participant sub menu is displayed. 2 Use the Numeric Keys to enter the number of the participant’s endpoint. 3 Press the # key to initiate the call. 4 Optional. a b 5 • H.
Polycom RMX 1500/2000/4000 Getting Started Guide The Local Directory is displayed. Alphabetic Groupings Participant List b Use the Numeric Keys to enter the number of the participant’s endpoint. c Press # or the Zoom In key to initiate the call. or d Use the Up/Down arrow keys to select a Participant from the displayed list or use the Up/Down and Left /Right arrow keys to display other directory listings. A message, Press # or Zoom In to select, is displayed.
Chapter 3-Basic Operation • View the audio and video status of participants. • Mute, block, unmute, unblock participant audio. • Suspend or allow participant video. • Mute all (except chairperson and lecturer). To view and change the Participants Mute/Status: 1 Use the Up/Down arrow keys to select Participants Mute/Status in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 3 key on the Remote Device. The Participants Mute/Status sub menu is displayed.
Polycom RMX 1500/2000/4000 Getting Started Guide The status icons are summarized in Table 3-13. Table 3-13 Participants Mute/Status - Icons Status Icon Description Audio output from this endpoint is allowed. Other conference participants can hear the audio from this endpoint. The endpoint is muted. Other conference participants will not hear audio from this endpoint. The audio input to this endpoint is allowed. This endpoint can hear the conference audio. The audio output to this endpoint is blocked.
Chapter 3-Basic Operation To control a far camera: 1 Use the Up/Down arrow keys to select Camera Control in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 4 key on the Remote Device. The Camera Control sub menu is displayed. 2 Use the Up/Down/Left/Right arrow keys to select the far camera to be controlled. A colored frame is displayed around the selected cell in the video layout. 3 Use the Zoom In key to activate FECC.
Polycom RMX 1500/2000/4000 Getting Started Guide 4 Use the Up/Down/Left/Right/Zoom In/Zoom Out arrow keys to control the remote camera. 5 Press the 0 key on the remote control to exit FECC. 6 Use the Zoom Out key on the remote control to return to the conference video. Video Force This function is not available to chairpersons using PCM with ISDN endpoints. Video Force enables the chairperson to force the video of a specific participant to a specific window of the video layout.
Chapter 3-Basic Operation Recording This function is not available to chairpersons using PCM with ISDN endpoints. If a Recording Link has been set up in the Conference Profile, the conference chairperson can use the PCM interface to start, pause, resume and stop recording. If no Recording Link exists, this function appears grayed out and cannot be selected. In MPMx mode a Recording or Recording Paused indication is displayed in the upper left corner of the video layout of all conference participants.
Polycom RMX 1500/2000/4000 Getting Started Guide To start recording: >> Use the Up/Down arrow keys to select Start Recording and then press the Right arrow or # key to confirm your selection. or Press the 1 key on the Remote Device. To pause recording: >> While recording is in progress, use the Up/Down arrow keys to select Pause and then press the Right arrow or # key to confirm your selection. or Press the 2 key on the Remote Device.
Chapter 3-Basic Operation The Drop Participant sub menu is displayed. 3 Using the Up/Down arrow keys, select the participant to be disconnected and then press the Right arrow or # key to confirm your selection. or Press the Numeric Key on the Remote Device corresponding to the participant entry. Terminate Conference Although this function can be accessed and viewed by chairpersons using PCM with ISDN endpoints, conference termination cannot be executed.
Polycom RMX 1500/2000/4000 Getting Started Guide The Terminate Conference sub menu is displayed. 3 Press the Right arrow key to confirm termination of the conference. or Press the Left arrow key to cancel termination of the conference.
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Appendix A Glossary This appendix lists the terms and abbreviations that are related to the Polycom RMX 1500/2000/4000, and are commonly used in the RMX documentation. Abbreviation/ Term Explanation AGC Auto Gain Control. A mechanism that regulates noise and audio volume by keeping the received signal of all participants balanced. Bandwidth Defines the information carrying capacity of a channel.
Appendix A-Glossary Abbreviation/ Term A-2 Explanation BRI Basic Rate Interface. A type of ISDN connection for transiting data, consisting of 3 channels: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps). Carrier A telephone or other company that provides telecommunication transmission services. CIF, 4CIF, QCIF Common Intermediate Format, an optional part of the ITU-T's H.261 and H.263 standards. CIF specifies 288 non-interlaced luminance lines, that contain 176 pixels.
Polycom RMX 1500/2000/4000 Getting Started Guide Abbreviation/ Term Explanation DTMF Dual Tone Multi Frequency. A system of coded signals used by touch-tone telephones in which a specific sound, frequency or tone is assigned to each key so that the signal can be easily recognized by a computer. The codes enable data input and control of voice-processing systems.
Appendix A-Glossary Abbreviation/ Term A-4 Explanation H.230 ITU-T standard that defines simple multipoint control systems procedures and describes network maintenance functions. H.231 ITU-T standard that defines a set of MCU functions and operational requirements. H.242 ITU-T standard that defines initiation of communications between systems and capabilities negotiation procedures. H.
Polycom RMX 1500/2000/4000 Getting Started Guide Abbreviation/ Term Explanation 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 Standard International Telecommunications Union, Telecommunication Standardization Sector (formerly CCITT). An international group that produces official standards for telecommunications. LAN Local Area Network.
Appendix A-Glossary Abbreviation/ Term A-6 Explanation QCIF Quarter CIF. A video format with image size of 176x144 pixels that transmits 9.115 Mbps at 30 frames per second (a quarter of the capacity of CIF). For more information, see CIF. QoS Quality of Service. QoS defines the performance of a network service, such as the average delay between packets. RS-232 A standard for serial interface connection.
