Polycom ® ® 1500/2000/4000 Getting Started Guide Version 7.0.2 | December 2010 DOC2560C...
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(e.g., a book or sound recording). Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible for printing or clerical errors. Information in this document is subject to change...
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If requested, the FCC registration Number and REN must be provided to the telephone company. Any repairs to this equipment must be carried out by Polycom Inc. or our designated agent. This stipulation is required by the FCC and applies during and after the warranty period.
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Regulatory Notices Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07...
Conferencing Capabilities and Options ... 1-10 On Demand Conferencing ... 1-10 Permanent Conference ... 1-10 Scheduled Conferencing / Reservations ... 1-10 Polycom Conferencing for Microsoft Outlook® ... 1-10 Connection Methods ... 1-10 Cascading Conferences ... 1-11 Gateway ... 1-11 Security ... 1-11 Conference Management and Monitoring Features ...
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Table of Contents Hardware Installation and Setup ... 2-9 First Entry Power-up and Configuration ... 2-18 RMX’s Default Conferencing Settings ... 2-41 Basic Operation ......3-1 Starting the RMX Web Client ...
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Information Tab ... 3-25 Starting a Reservation ... 3-27 Starting an Ongoing Conference From a Template ... 3-29 Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation ... 3-31 Connecting to a Conference ... 3-32 Direct Dial-in ... 3-32 H.323 Participants ...
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Table of Contents Text Indication in the Video Layout ... 3-41 Monitoring Ongoing Conferences ... 3-47 Operations Performed During On Going Conferences ... 3-60 Gathering Phase ... 3-37 Gathering Phase Guidelines ... 3-39 Endpoint Names ... 3-41 Text Indication ... 3-44 Transparent Endpoint Names ...
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Glossary ........A-1 Polycom RMX 1500/2000/4000 Getting Started Guide...
RMX 1500, RMX 2000 and RMX 4000. RMX 1500/2000/4000 The Polycom RMX 1500/2000/4000 Multipoint Control Unit (MCU) is a high performance, scalable, IP-network (H.323 and SIP) and ISDN/ PSTN solution that provides the user with feature-rich and easy-to-use multipoint voice and video conferencing.
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Internet architecture and the smooth operation of the Internet. RMX Web Client Endpoints Figure 1-1 ISDN Endpoints RMX 1500/2000/4000 Multipoint Video Conferencing using a Polycom RMX 1500/2000/4000 PSTN Phones E1/T1 PRI Lines IP Phone...
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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 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).
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.
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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.
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. Multiple Switching Modes If the number of participants is higher than the number of video windows in the selected layout, switching between video participants can be performed in one of these modes:...
HD_THRESHOLD_BITRATE system flag – determines the minimum line rate at which at which an HD channel will be opened. Polycom RMX 1500/2000/4000 Getting Started Guide participants must connect at the same line rate. capable endpoints. If not, they are connected as Secondary (Audio...
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. Video Clarity™ The Video Clarity feature applies video enhancing algorithms to incoming video streams of resolutions up to and including SD. Clearer images with sharper edges and higher contrast are sent back to all endpoints at the highest possible resolution supported by each endpoint.
The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite a participant to connect to the conference. •...
Polycom Conferencing Add-in for Microsoft Outlook on Microsoft Outlook e-mail clients. It enables meetings to be scheduled with video endpoints from within Outlook. The add-in also adds a Polycom Conference button in the Meeting tab of the Microsoft Outlook e-mail client ribbon.
In such an environment, the following attributes are implemented: — Password management: • Strong Passwords and password re-use / history rules, • password aging rules, password change frequency and forcing password change • Conference and Chairman Passwords Polycom RMX 1500/2000/4000 Getting Started Guide 1-11...
Chapter 1-System Overview — Controlling the User Sessions includes: Conference Management and Monitoring Features The Polycom RMX 1500/2000/4000 Web Client provides capabilities for management and monitoring of participants and conferences, including the following: • Lecture Mode or Presentation Mode in Continuous Presence conferences.
RMX 1500 and RMX 4000. Over and above MPM+ it offers: — Increased resource capacity. — Additional symmetric HD resolutions. — H.264 High Profile. — Additional line rates. Polycom RMX 1500/2000/4000 Getting Started Guide increased control over system resource allocation. management. 1-13...
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. •...
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: In the Internet Options dialog box, click the Security tab. The Security tab is displayed. Polycom RMX 1500/2000/4000 Getting Started Guide 1-15...
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Chapter 1-System Overview Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites 1-16...
If any processes are found, use the End Task button to end them. Open Internet Explorer but do not connect to the RMX. In the Internet Explorer menu bar select Tools >> Internet Options. Polycom RMX 1500/2000/4000 Getting Started Guide 1-17...
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Chapter 1-System Overview The Internet Options dialog box is displayed with General tab open. In the Browsing history section, click the Delete button. 1-18...
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Select the Temporary Internet files and Cookies check boxes. Click the Delete button. The Delete Browsing History dialog box closes and the files are deleted. In the Internet Options dialog box, click the Settings button. Polycom RMX 1500/2000/4000 Getting Started Guide 1-19...
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Chapter 1-System Overview The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button. 1-20...
This manual assumes the user has the following knowledge: • Familiarity with Windows® XP or Vista® operating systems and interface. • Familiarity with Microsoft® Internet Explorer® Version 6 or higher. • Basic knowledge of video conferencing concepts and terminology. Polycom RMX 1500/2000/4000 Getting Started Guide 1-21...
First Time Installation and Configuration First Time Installation and Configuration of the Polycom RMX 1500/2000/4000 consists of the following procedures: Preparations Preparations: — Gather Network Equipment and Address Information - get the Hardware Installation — Unpack the RMX. Setup — Modify the Management Network parameters on the USB Key.
Chapter 2-First Time Installation and Configuration Preparations Gather Network Equipment and Address Information IP Services The IP addresses and network parameters which enable communication between the RMX, its management application and the conferencing Preparations devices are organized in two IP services: •...
Default Router IP 192.168.1.1 Address Shelf Management IP 192.168.1.252 Address Signaling Host IP address Media Board IP address (MPM 1) Media Board IP address (MPM 2) RMX 2000/4000 only Polycom RMX 1500/2000/4000 Getting Started Guide Local Network Settings – – –...
RMX 4000 only Gatekeeper IP address (optional) DNS IP address (optional) SIP Server IP address (optional) 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.
Write down the RMX’s serial number that is on a sticker on the back of the unit. It will be needed for product registration later in the process. Polycom RMX 1500/2000/4000 Getting Started Guide Disk-on Key (DOK). the 19”/23” racks as follows: 19”...
Chapter 2-First Time Installation and Configuration Unpacking the RMX 4000 To unpack and lift the RMX 4000: When you receive the RMX 4000 packing case, inspect the equipment for damage and verify that the components match the packing slip. The RMX 4000 is shipped in a packing case with Stratocell® packaging, and the top cover must be unlocked and lifted.
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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. It will be needed for product registration later in the process. Polycom RMX 1500/2000/4000 Getting Started Guide...
Chapter 2-First Time Installation and Configuration 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.
There are two methods for installing the RMX in a 19” rack: • Using the chassis runners on the RMX 1500 — Install the chassis runners provided by Polycom in the rack using Polycom RMX 1500/2000/4000 Getting Started Guide the screws supplied by the rack manufacturer; two screws per...
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Chapter 2-First Time Installation and Configuration — Mount the RMX 1500 on top of the chassis runners. — Fasten the RMX to the rack with screws through the four holes in Chassis runners are 60cm (23.62”) in length. If your rack depth is different, a shelf can be used instead.
Cables The LAN 1, LAN3, LAN4 and Modem ports are not be used and the plastic caps covering those ports should not be removed. Polycom RMX 1500/2000/4000 Getting Started Guide LAN 2; media, MNG; signaling, MNGB; management & Shelf 2-11...
Chapter 2-First Time Installation and Configuration Installing the RMX 2000 For detailed instructions, precautions and requirements for installing the RMX 2000 refer to the Polycom RMX 2000 Hardware Guide. • The following procedures have to be performed to install the RMX 2000 in your site: •...
LAN cable to LAN 2 Port • E1/T1 Cables to PRI Ports E1/T1 PRI Connection LAN 2 Connection To maximize conferencing performance, especially in high bit rate call environments, a 1Gb connection is recommended. Polycom RMX 1500/2000/4000 Getting Started Guide Power Cable 2-13...
• Using rack brackets on the RMX 4000 — Install chassis runners supplied by Polycom, in the rack. — Mount the RMX 4000 on top of the rack brackets. — Fasten the RMX to the rack with screws through the eight holes •...
(PRM). For more information, see the RMX 4000 Hardware Guide. Ensure that the cables from the Main that supplies electricity to the DC power units are OFF or disconnected. Remove the transparent plastic caps on the terminal block. Polycom RMX 1500/2000/4000 Getting Started Guide 2-15...
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Chapter 2-First Time Installation and Configuration Using the two wires of an 10 AWG cable running from the DC power distribution unit, connect the black wire into the -48VDC terminal block and the red wire to the RTN terminal block. •...
LAN Connections to RTM LAN Signalling Network Management Network Off/On switch Figure 2-3 RMX 4000 Rear Panel View with AC Power and Communication Cables Polycom RMX 1500/2000/4000 Getting Started Guide E1/T1 Connection to RTM ISDN Power Cables Shelf Manage- ment 2-17...
Chapter 2-First Time Installation and Configuration First Entry Power-up and Configuration There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence: Preparations First-time Power-up Product Registration. Connection to MCU. Hardware Installation Modifying the Default IP and ISDN/PSTN Service Settings (Fast...
During first-time power-up, the Product Activation dialog box is displayed, requesting you to enter an Activation Key. Obtaining the Activation Key Access the Service & Support page of the Polycom website at: http://support.polycom.com Login with your Email Address and Password or register as a new user.
The RMX Web Client Login screen is displayed. 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: In the Activation Key field, enter or paste the Product Activation Key obtained earlier.
Use the Fast Configuration Wizard which will now include IPv6 addressing or IPv4 & IPv6 addressing options to configure the Signaling Network Service. For detailed description of the IP Network Services, see the RMX 1500/2000/ 4000 Administrator’s Guide. Polycom RMX 1500/2000/4000 Getting Started Guide 2-21...
Chapter 2-First Time Installation and Configuration Fast Configuration Wizard Enter the required IP information in the dialog box. RMX 2000 2-22 RMX 1500 RMX 4000...
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Enter the subnet mask of the MCU. Default value: 255.255.255.0. If Secured Communication is required on the RMX: complete the Fast Configuration Wizard, Login, install the Certificate and then enable Secured Communication Mode. Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide 2-23...
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Chapter 2-First Time Installation and Configuration Enter the required Routers information in the dialog box. Table 2-5 Field Default Router IP Address Click Next. 2-24 Fast Configuration Wizard – Routers Description Enter the IP address of the default router.
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Primary DNS The static IP address of the primary DNS server. Server IP Address Polycom RMX 1500/2000/4000 Getting Started Guide Off – if DNS servers are not used in the network. Specify – to enter the IP addresses of the DNS servers.
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Chapter 2-First Time Installation and Configuration Click Next. Select the IP Network Type: H.323, SIP or H.323 & SIP. Click Next. If you selected SIP only, go to Step 13. 10 Enter the required Gatekeeper information in the dialog box. 2-26...
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11 Click Next. 12 If you selected H.323 only, go to Step 15. Polycom RMX 1500/2000/4000 Getting Started Guide H.323 ID (alphanumeric ID) E.164 (digits 0-9, * and #) Email ID (email address format, e.g.
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Chapter 2-First Time Installation and Configuration 13 Enter the required SIP Server information in the dialog box. Table 2-8 Field SIP Server SIP Server IP Address Transport Type 2-28 Fast Configuration Wizard – SIP Server Description Select: • Specify – to manually configure SIP servers.
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Enter the conference, Entry Queue or Meeting Password Room password as defined in the proxy. This field can contain up to 20 ASCII characters. 15 Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide TLS 1.0 SSL 2.0 SSL 3.0. 2-29...
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Chapter 2-First Time Installation and Configuration 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.
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PRI is the only supported service type. It is automatically selected. 18 Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide T1 (U.S. – 23 B channels + 1 D channel) E1 (Europe – 30 B channels + 1 D channel)
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Chapter 2-First Time Installation and Configuration The PRI Settings dialog box opens. 19 Define the following parameters: Table 2-11 Field Default Num Type 2-32 Fast Configuration Wizard – PRI Settings Description Select the Default Num Type from the list. The Num Type defines how the system handles the dialing digits.
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Leave this field blank if a dial-out prefix is not required. The field can contain be empty (blank) or a numeric value between 0 and 9999. Default: Blank 20 Click Next. The Span Definition dialog box opens. Polycom RMX 1500/2000/4000 Getting Started Guide 2-33...
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Chapter 2-First Time Installation and Configuration 21 Define the following parameters: Table 2-12 Field Framing Side Line Coding Switch Type 22 Click Next. 2-34 Fast Configuration Wizard – Spans Definition Description Select the Framing format used by the carrier for the network interface from the list.
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The new range is added to the Dial-in Phone Numbers table. 26 Optional. Repeat steps 23 to 24 to define additional dial-in ranges. 27 In the Phones tab enter the MCU CLI (Calling Line Identification). Polycom RMX 1500/2000/4000 Getting Started Guide Description The first number in the phone number range.
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Chapter 2-First Time Installation and Configuration 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.
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ISDN/PSTN Network Services > ISDN Properties > Spans tab in the RMX Web Client. Each ISDN RTM card can support either 7 E1 or 9 T1 PRI lines (E1 and T1 connections cannot be used simultaneously). 31 Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide 2-37...
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Numeric ID to a conference. Range: 2-16 (Default: 8) The MCU name is displayed on the endpoint’s screen. Default name: Polycom RMX 1500/2000/4000 Note: Selecting 2 digits limits the number of simultaneous ongoing...
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System restart may take up to five minutes. 37 Refresh the browser periodically until the Login screen is displayed. 38 When the Login screen is displayed, enter your Username and Password and click Login. Polycom RMX 1500/2000/4000 Getting Started Guide Description / Default 2-39...
Chapter 2-First Time Installation and Configuration 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 until the system start-up is complete. 39 Create a new User with Administrator permissions and delete the default User (POLYCOM).
The default conferencing entities are: Table 2-15 Entity Meeting Rooms Polycom RMX 1500/2000/4000 Getting Started Guide Conferencing Entities Description Conferences saved on the MCU without using resources. They are activated when the first participant dials in. There are four Meeting Rooms ready for use:...
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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. Name: Conference IVR Service...
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MCU and route them to their destination conference. Entry Queue IVR Service is the default Entry Queue IVR Service provided for the default Entry Queue. Polycom RMX 1500/2000/4000 Getting Started Guide 1000 Entry Queue IVR Service 2-43...
Chapter 2-First Time Installation and Configuration 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.
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Polycom RMX 1500/2000/4000 Getting Started Guide For more information, see the RMX 1500/2000/4000 Administrator’s Guide, ”Address Book” on page 5-1. • You can schedule conferences to start in the future. 2-45...
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Chapter 2-First Time Installation and Configuration 2-46...
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 —...
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The Login screen is displayed. 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.
"Users, Connections and Notes” on page 12-1. The Administrator’s view is shown below: Conferences List List Management Address Book Conference Templates Status The main screen can be customized. For more information, see "Customizing the Main Screen” on page 3-11. Polycom RMX 1500/2000/4000 Getting Started Guide...
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 Conference List List Pane Address Book Conference Templates Status Bar RMX Management...
For more information see “Using the Chairperson Password for Filtering” on page 3-49. • A Chairperson Password column is included in the conference data. Chairperson Password Field Polycom RMX 1500/2000/4000 Getting Started Guide Start/Resume/Pause Recording Stop Recording toggles with the Start/Resume button. Toolbar...
Chapter 3-Basic Operation 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. When selecting an ongoing conference in the Conferences pane, it displays the list and parameters of the connected participants.
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. Polycom RMX 1500/2000/4000 Getting Started Guide...
Chapter 3-Basic Operation • The High Port Usage threshold. Total Allocated Video Ports (CIF resolution) In System Video Ports In Use Video Port Usage Indicator Total Allocated Audio Ports In System Audio Ports In Use Audio Port Usage Indicator Audio and Video High Port Usage Threshold The High Port Usage threshold represents a percentage of the total number of video or voice ports available.
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 Polycom RMX 1500/2000/4000 Getting Started Guide • New Group • Delete Group • Export Address Book...
Chapter 3-Basic Operation 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. The Address Book pane closes and a tab appears at the right edge of the screen.
In the column header row, place the pointer on the vertical field- separator bar of the column. When the pointer becomes a to the required column size and release the mouse button. Polycom RMX 1500/2000/4000 Getting Started Guide Start Template Schedule Template Number of Saved Conference Templates...
Chapter 3-Basic Operation To sort the data by any field (column heading): In the Conference list or List view pane, click on the column heading of the field to be used for sorting. list is sorted by this field, as well as the sort order. Click on the column heading to toggle the column’s sort order.
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Release the mouse button when the icon is in the desired position. List View The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the Polycom RMX 1500/2000/4000 Getting Started Guide ) appears indicating the new position The new position of the Networks icon buttons.
For more information, see "Starting an Ongoing Conference From a Template” on page 3-29. • Clicking on the link included in a Microsoft Outlook Polycom Meeting Invitation or by manually dialing the numbers displayed in the invitation using the endpoint's numeric input device.
You can use the New Conference - General dialog box to modify the conference parameters. If no defined participants are to be added to the conference, or you do not want to add additional information, click OK. Polycom RMX 1500/2000/4000 Getting Started Guide 3-15...
Chapter 3-Basic Operation General Tab Define the following parameters: Table 3-2 Field Display Name Duration Permanent Conference 3-16 New Conference – General Options Description The Display Name is the conferencing entity name in native language character sets to be displayed in the RMX Web Client.
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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. Polycom RMX 1500/2000/4000 Getting Started Guide 3-17...
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Chapter 3-Basic Operation Table 3-2 Field Conference Password Chairperson Password 3-18 New Conference – General Options (Continued) Description Enter a password to be used by participants to access the conference. If left blank, no password is assigned to the conference. This password is valid only in conferences that are configured to prompt for a...
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ISDN/PSTN The default Network Service is automatically Network Service selected. A different ISDN/PSTN Network Service can be selected from the Network Services list. Polycom RMX 1500/2000/4000 Getting Started Guide 3-19...
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Chapter 3-Basic Operation Table 3-2 Field Dial-in Number (1) Dial-in Number (2) If all participants are undefined, dial-in and no additional information is required for the new conference, click OK. To add participants from the Participants Address Book or to define participants (mainly dial-out participants) click the Participants tab.
Dial Out Manually option is selected. Click the Participants tab. The Participants tab opens. Participants List When defining a new conference, the Participants List is empty. Polycom RMX 1500/2000/4000 Getting Started Guide 3-21...
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• For dial-out connection, displays the IP address or phone number of the endpoint called by the Polycom RMX 1500/2000/4000. • For dial-in connection, displays the participant’s IP address or phone number used to identify and route the participant to the appropriate conference.
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Address Book to the Participants list. — Dial-in participants can connect to the conference after it was started (without using the New Conference - Participants dialog box). Polycom RMX 1500/2000/4000 Getting Started Guide 3-23...
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Chapter 3-Basic Operation — Once the conference has started, participants can be added to a To add participants from the Address Book: In the Participants List, click the Add from Address Book button to open the Participants Address Book. In the Participants Address Book, select the participants that you want to add to the conference and click the Add button.
CDR. This procedure is optional. The information entered into these fields does not affect the conference. To add information to the conference: 10 Click the Information tab. The Information tab opens. Polycom RMX 1500/2000/4000 Getting Started Guide 3-25...
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Chapter 3-Basic Operation 11 Enter the following information: Table 3-4 Field Info1, 2, 3 Billing 12 Click OK. An entry for the new conference appears in the Conferences pane. If no participants were defined for the conference or as long as no participants are connected, the indication Empty and a warning icon ( ) appear in the Status column in the Conferences pane.
Starting a Reservation To start a conference from the Reservation Calendar: In the RMX Management pane, click the Reservations entry ( The Reservation Calendar is displayed. Click the New Reservation ( Polycom RMX 1500/2000/4000 Getting Started Guide ) button. 3-27...
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Chapter 3-Basic Operation The New Reservation – General tab dialog box opens. 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. Optional. Automatically generated conference and chairperson passwords can be changed or deleted.
To start an ongoing conference from a Template: In the Conference Templates list, select the Template you want to start as an ongoing conference. Click the Start Conference from Template Right-click and select Start Conference from Template. Polycom RMX 1500/2000/4000 Getting Started Guide button. 3-29...
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Chapter 3-Basic Operation The conference is started. If a Conference Template is assigned a dial-in number that is already assigned to an ongoing conference, Meeting Room, Entry Queue or Gateway Profile, when the template is used to start an ongoing conference or schedule a reservation it will not start.
Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation Polycom Conference information is included in the meeting invitation sent by Outlook to each meeting attendee. The following example shows a Polycom Conference invitation as received by Outlook running on a workstation.
Chapter 3-Basic Operation 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.
Room/Reservation/Conference Template, including the country and area code (if needed). They are routed to their conference according to the dial-in number. Example: Assigned dial-in number The participant dials Polycom RMX 1500/2000/4000 Getting Started Guide 1001 Maple_Room 925Maple_room 172.22.30.40 1001 1001 @polycom.com...
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.
Dialing is executed in the same way as for conferences, where the Entry Queue ID/Name replaces the Conference ID/Name. H.323 participants dial Example: Prefix in gatekeeper Entry Queue ID >> The participant dials Polycom RMX 1500/2000/4000 Getting Started Guide Dial-in Connection via Entry Queue [Gatekeeper Prefix][Entry Queue ID/Name] 1000 9251000 3-35...
>> H.323 participants dial SIP Participants Using an Entry Queue minimizes the number of conferences that require registration with the SIP server and enables using one URI address for all dial-in connections, using the format: <Entry Queue routing name>@<domain name>...
All connected participants are kept informed about the current conference status including names of connected participants, participant count, participant type (video/audio) etc. Polycom RMX 1500/2000/4000 Getting Started Guide 1000 4631000 4631000...
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Chapter 3-Basic Operation 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. Textual Information Recording Connected Indicator Participants (If enabled) Conference Information 3-38 Live Video From Connected Participants...
Static text in the Gathering Phase slide such as the field headings: Organizer, Duration, Video/Audio Participants, Access Number, IP are always displayed in the language as configured in the Polycom Virtual Meeting Rooms Add-in for Microsoft Outlook. The following languages...
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Chapter 3-Basic Operation the Gathering slide is displayed in a smaller video window in the layout. For more information see, the RMX 1500/2000/4000 Administrator’s Guide, "Video Preview” on page 2-39. 3-40 Content Gathering Slide...
The system displays the name that is defined at the endpoint. • If the endpoint does not send its name: — For a defined H.323 or SIP participant: — For an undefined H.323 participant: Polycom RMX 1500/2000/4000 Getting Started Guide Tarney Saturn Room Adam Orion Room •...
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Participant Properties. 3-42 • Display the SIP DisplayName field. Display the SIP Address (SIP application server). Display the SIP ContactDisplay field. Display nothing if all the fields are empty. • The system displays the name from the participant definition.
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The Participant Properties – Media Sources dialog box opens: Enter the new Display Name in the Name field. Click OK. Polycom RMX 1500/2000/4000 Getting Started Guide 3-43...
Chapter 3-Basic Operation 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.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 18-5. Transparent Endpoint Names Endpoint name backgrounds are 50% transparent, and while maintaining contrast, do not completely obscure the overlaid video.
Chapter 3-Basic Operation 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. The message can be set to be displayed at various positions on the screen in different colors, static or scrolling.
All monitoring and operations procedures performed during ongoing conferences can be performed by either of two methods: • Using the buttons in the toolbars. Polycom RMX 1500/2000/4000 Getting Started Guide Toolbar Buttons Tooltip appears when cursor is positioned over button 3-47...
Chapter 3-Basic Operation • Right-clicking anywhere in the Conferences or Participants pane and selecting an operation from the menu. Multi Selection Using multiple selection, you can monitor and perform simultaneous operations on multiple participants in multiple conferences. The selected conferences are displayed as sub-lists in the Participants list pane.
The Conference List pane displays information about ongoing conferences. One or more of the status indicators listed in Table 3-5 may appear in the Status column. Polycom RMX 1500/2000/4000 Getting Started Guide Chairperson Password Field Refresh Button Chairperson Password Column...
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Chapter 3-Basic Operation No status indicator display in the Status column means that the conference is running without problems. One or more of the status indicators listed in Table 3-5 may appear in the Status column. Table 3-5 Field Name 3-50 Conferences –...
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End Time The time the conference is expected to end. Dial in Number(1) The Conference dial in number for ISDN/PSTN participants. Additional information about the conference can be viewed when accessing the conference properties. Polycom RMX 1500/2000/4000 Getting Started Guide 3-51...
Chapter 3-Basic Operation To monitor a conference: >> In the Conference List pane, double click the name of the conference you wish to monitor, or right-click the conference and then click Conference Properties. The Conference Properties - General dialog box opens. You can view all the conference’s properties but those that appear with a gray background cannot be modified.
Conferences or Participants panes. A special icon is used to indicate that the conference is in Secure mode. Polycom RMX 1500/2000/4000 Getting Started Guide 18-5 and "Defining a New Conference IVR 3-53...
Chapter 3-Basic Operation Monitoring Ongoing Gateway Sessions Ongoing Gateway Sessions that are created when calling the Gateway Profile, are listed in the ongoing Conferences list pane and are monitored in the same way as the conferences. For more details, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference Level Monitoring”...
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(operator’s) assistance. Awaiting Conference Assistance – The participant has requested the operator’s assistance for the conference. This usually means that the user (operator) has been requested to join the conference. Polycom RMX 1500/2000/4000 Getting Started Guide 3-55...
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Chapter 3-Basic Operation Table 3-6 Column Role IP Address/ Phone Alias Name/ SIP Address Network Dialing Direction 3-56 Participant Monitoring – Indicators and Properties (Continued) Icon/Description Displays the participant’s role or function in the conference: Chairperson – The participant is defined as the conference chairperson.
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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. Polycom RMX 1500/2000/4000 Getting Started Guide 3-57...
Chapter 3-Basic Operation Table 3-6 Column Content Token For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 10-15. Video Preview Video Preview enables the RMX users to monitor the quality of the video sent and received by the participant and identify possible quality degradation.
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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. Polycom RMX 1500/2000/4000 Getting Started Guide 3-59...
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.
Select, drag and drop the participant that you wish to add to the conference directly from the Participant Address Book into the Participant List. Standard Windows multiple selection techniques can be used in this procedure. Polycom RMX 1500/2000/4000 Getting Started Guide 3-61...
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 A move can be performed using the following methods: •...
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Conferences list. In the Participants list, drag the icon of the participant to the Conferences List pane and drop it on the Operator Conference icon or another ongoing conference. Polycom RMX 1500/2000/4000 Getting Started Guide 3-63...
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: In the Conferences List, select the conference you want to save as a Template.
Paste Conference. If you are using the RMX Manager and you want to paste the conference to a different RMX: In the MCUs list pane, click the RMX that is to receive the conference. Polycom RMX 1500/2000/4000 Getting Started Guide 3-65...
Chapter 3-Basic Operation 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. It automatically opens the Conference Properties dialog box allowing the RMX user to modify the General, Participants and Information tabs to create 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: Polycom RMX 1500/2000/4000 Getting Started Guide 3-67...
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Chapter 3-Basic Operation • Conference Level – Applies to all conference participants. All participants have the same video layout. • Participant Level – The participant’s video layout is changed. All other conference participants’ video layouts are not affected. The initial video layout is selected for the conference in the Conference Profile.
All other participants see the conference layout. Video Forcing Guidelines: • A participant cannot appear in two or more windows at the same time. Polycom RMX 1500/2000/4000 Getting Started Guide Selected Layout Number of Video Windows...
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Chapter 3-Basic Operation • 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.
Video Clarity right-click the conference name and then click Conference Properties. Click the Video Settings tab. Select or clear the Video Clarity check box as required. Click OK. Polycom RMX 1500/2000/4000 Getting Started Guide 3-71...
Chapter 3-Basic Operation 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 Participant From Address Book Connect Participant Disconnect Participant Delete...
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View Preview the video sent from the participant to the Participant conference. Sent Video View Preview the video sent from the conference to the Participant participant. Sent Video Polycom RMX 1500/2000/4000 Getting Started Guide ) becomes active. 3-73...
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Chapter 3-Basic Operation Table 3-7 Menu Option Copy Participant Participant Paste Participant Abort H.239 Session Change to Chair- person Change to Regular Participant Change To Content Token Owner Cancel Content Token Owner Connect to Website 3-74 Participant Level Operations (Continued) Button Description Copy the all participant’s parameters in preparation...
The Copy command copies all the participant’s properties and makes them available for pasting. The participant remains connected to his/her current conference. To copy a participant: In the Participants List pane, right-click the participant you want to copy. Polycom RMX 1500/2000/4000 Getting Started Guide 3-75...
Chapter 3-Basic Operation 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: In the Participants List pane, right-click the participant you want to cut.
In the Conferences list pane, click the conference you want to paste the copied/cut participant into. Right-click, and in the drop-down menu select Paste Participant. The participant is connected to the conference. Polycom RMX 1500/2000/4000 Getting Started Guide 3-77...
Chapter 3-Basic Operation 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.
To change a participant’s Video Layout and Video Forcing: In the Participants list, double click the participant or right-click the participant and then click Participant Properties. The Participant Properties – Media Sources dialog box opens. Polycom RMX 1500/2000/4000 Getting Started Guide Video Layouts of 3-79...
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Chapter 3-Basic Operation In the Layout Type list, select Personal. Selected Layout Select the number of Video Windows. Select the required Video Layout. 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.
Enable Click&View – on the endpoint’s keypad, enter The Click&View application is displayed on the screen. When using a Polycom VSX endpoint, an additional enable the remote DTMF keypad. The full Click&View entry sequence is: Polycom RMX 1500/2000/4000 Getting Started Guide...
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Chapter 3-Basic Operation The Personal Layout keypad options menu is displayed on the video screen. 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 four- window layout as follows: Repeated presses of the...
(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 Video Layout Options Group...
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Chapter 3-Basic Operation Permissions for DTMF actions to be performed by all conference participants or by chairperson only are configured in the Conference IVR Service assigned to the conference. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Defining a New Conference IVR Service” on page 14-9. To use the DTMF codes to control the conference, the DTMF input must be first enabled on the endpoint remote control (for example, entering #).
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 DTMF String Permission Chairperson...
The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite a participant to connect to the conference. •...
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The Start PCM DTMF code for initiating PCM is configured in the DTMF Codes tab of the New Conference IVR Service or Conference IVR Se vice Properties dialog box. The default DTMF Code is 1 and can be modified if required. Polycom RMX 1500/2000/4000 Getting Started Guide 3-87...
Chapter 3-Basic Operation The default value of the Permission field is Everyone. It can be modified to Chairperson. Default DTMF Code ‘##” 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.
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Selected Option (Click&View) PCM Main Menu - Level 2 can only viewed and accessed by ISDN endpoints by using DTMF Codes 7 and 8. Polycom RMX 1500/2000/4000 Getting Started Guide Arrow Indicator: There are more menu options on the next...
Chapter 3-Basic Operation 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. Menu Navigation - Arrow and Zoom Keys The PCM Menu is navigated using the Remote Device’s Arrow Zoom Keys which are defined as follows: Arrow Keys They are defined as follows:...
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Confirm current selection in the PCM menu. • Zoom in on the remote camera when using FECC. Zoom out (-) • Exit PCM Menu. • Zoom out on the remote camera when using FECC. Polycom RMX 1500/2000/4000 Getting Started Guide 3-91...
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 “.” - while entering an IP address.
Press the 2 key on the Remote Device. The Invite Participant sub menu is displayed. Use the Numeric Keys to enter the number of the participant’s endpoint. Press the # key to initiate the call. Polycom RMX 1500/2000/4000 Getting Started Guide Personal 3-93...
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Chapter 3-Basic Operation Optional. Optional. 3-94 Use the Down arrow to select the Auto button to select from the following dialing methods: • H.323 • • VoIP • ISDN • PSTN Press the # key to initiate the call. Use the Arrow Keys to select the Directory button to select the Alphabetic Grouping sub menu.
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. Press the 3 key on the Remote Device. Polycom RMX 1500/2000/4000 Getting Started Guide 3-95...
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Chapter 3-Basic Operation The Participants Mute/Status sub menu is displayed. The sub menu displays the Muted, Blocked and Video Suspended status of all participants’ endpoints. ALL can be selected to mute and unmute all participant endpoints with the exception of the conference chairperson and lecturer.
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Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-12 Participants Mute/Status - Icons (Continued) Status Icon Video output from the endpoint is allowed. Other conference participants can see video from this endpoint. Video output from the endpoint is suspended. Other conference participants cannot see video from this endpoint.
Chapter 3-Basic Operation Camera Control This function is not available to chairpersons using PCM with ISDN endpoints. The endpoint to be controlled must support Far End Camera Control (FECC). Using the arrow keys of the remote control device, the chairperson can control the direction, zoom and focus of a remote endpoint’s camera.
Use the Up/Down arrow keys to select Video Force in the Main Menu and then press the Right arrow or # key to confirm your selection. Press the 5 key on the Remote Device. Polycom RMX 1500/2000/4000 Getting Started Guide ) is displayed Selected Cell for...
Chapter 3-Basic Operation The Video Force sub menu is displayed. Use the Up/Down/Left/Right arrow keys to select the window of the video layout that you want the specific participant to be displayed in. Press the Zoom In key to cycle the display of all participants in the selected video window until the participant you want to be displayed appears.
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>> While recording is paused, use the Up/Down arrow keys to select Resume and then press the Right arrow or # key to confirm your selection. Press the 2 key on the Remote Device. Polycom RMX 1500/2000/4000 Getting Started Guide 3-101...
Chapter 3-Basic Operation To stop recording: >> While recording is in progress, use the Up/Down arrow keys to select Stop Recording and then press the Right arrow or # key to confirm your selection. Press the 3 key on the Remote Device. PCM Main Menu - Level 2 Drop Participant To disconnect a participant from the conference:...
Press the 8 key on the Remote Device. The Terminate Conference sub menu is displayed. Press the Right arrow key to confirm termination of the conference. Press the Left arrow key to cancel termination of the conference. Polycom RMX 1500/2000/4000 Getting Started Guide 3-103...
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 Bandwidth Bonding Bps, Kbps Appendix A Explanation Auto Gain Control. A mechanism that regulates noise and audio volume by keeping the received signal of all participants balanced.
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Appendix A-Glossary Abbreviation/ Term Carrier CIF, 4CIF, QCIF Codec Conference Explanation 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). A telephone or other company that provides telecommunication transmission services.
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A type of server that performs two main functions: translates LAN alias addresses of terminals and gateways to IP addresses and provides bandwidth management. H.221 ITU-T standard that defines how to multiplex video, audio, control, and user data into one serial bit stream. Polycom RMX 1500/2000/4000 Administrator’s Guide...
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384 Kbps. This standard is not supported by all codecs. A proprietary Polycom Video compression standard. ITU-T standard that provides improved compression and quality of video images in lower line rate connections and is part of the Highest Common mechanism in Video Switching conferences.
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Consists of 23 B channels of 64 Kbps each and one D channel of 64 Kbps. In Europe, the PRI line provides 30 B channels + one D channel. PSTN Public Switched Telephone Network. Polycom RMX 1500/2000/4000 Administrator’s Guide...
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Appendix A-Glossary Abbreviation/ Term QCIF RS-232 Span SRTP T1 Line Whiteboard Explanation 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.
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