Polycom RMX DOC2579D Getting Started Manual
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Polycom RMX DOC2579D Getting Started Manual

Polycom RMX DOC2579D Getting Started Manual

Multipoint control unit, getting started guide for audio only
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Polycom
RMX
1500/2000/4000
Getting Started Guide for
Audio Only
Version
7.0.1 |
September 2010
|
DOC2579D

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Summary of Contents for Polycom RMX DOC2579D

  • Page 1 ® ® Polycom 1500/2000/4000 Getting Started Guide for Audio Only Version 7.0.1 | September 2010 DOC2579D...
  • Page 2 (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...

  • Page 3: Regulatory Notices

    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.
  • Page 4 Regulatory Notices Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07...

  • Page 5: Table Of Contents

    ... 1-19 First Time Installation and Configuration ... 2-1 Preparations ... 2-2 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Scheduling Interfaces ... 1-6 Conference scheduling options ... 1-6 Conferencing Modes ...
  • Page 6 Table of Contents Hardware Installation and Setup ... 2-9 First Entry Power-up and Configuration ... 2-19 RMX’s Default Conferencing Settings ... 2-42 Audio Only Basic Configuration and Operation ..3-1 Starting the RMX Web Client ... 3-2 RMX Web Client and RMX Manager ...
  • Page 7 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only List Pane ... 3-7 RMX Management ... 3-7 Status Bar ... 3-7 System Alerts ... 3-8 Participant Alerts ... 3-8 Port Usage Gauges ... 3-8 MCU State ... 3-9 Address Book ... 3-10 Displaying and Hiding the Address Book ...
  • Page 8 Operations Performed During On Going Conferences ... 3-61 H.323 Participants ... 3-47 SIP Participants ... 3-47 ISDN/PSTN Participants ... 3-47 Connecting to a Polycom Conference from an Outlook Meeting Invitation ... 3-48 Entry Queue Access ... 3-49 H.323 Participants ... 3-49 SIP Participants ...
  • Page 9 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Requesting Help ... 3-78 Appendix A - Glossary ......A-1...
  • Page 10 Table of Contents...

  • Page 11: System Overview

    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.
  • Page 12 Internet architecture and the smooth operation of the Internet. RMX Web Client Endpoints Figure 1-1 ISDN Endpoints RMX 1500/2000/4000 Multipoint Audio Conferencing using a Polycom RMX 1500/2000/4000 PSTN Phones E1/T1 PRI Lines IP Phone...

  • Page 13: System Capacities

    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).
  • Page 14 Chapter 1-System Overview Table 1-1 System Functions and Capacities (Continued) System Functions Maximum number of Entry Queues Maximum number of Profiles Maximum number of Conference Templates Maximum number of SIP Factories Maximum number of IP Services Maximum number of ISDN Services Maximum number of IVR Services...
  • Page 15 Table 1-1 System Functions and Capacities (Continued) System Functions Maximum number of gateway profiles Maximum number of Reservations (Internal Scheduler) Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only RMX 1500 RMX 2000 MPMx MPM + 2000 2000 2000 RMX 4000...

  • Page 16: Rmx Audio Only Main Features

    Chapter 1-System Overview RMX Audio Only Main Features The Polycom RMX conferencing system offers a comprehensive range of capabilities for audio conferencing: Scheduling Interfaces Conferences can be started immediately or scheduled in advance on the Polycom MCU by means of the following applications: •...

  • Page 17: Ivr-Enabled Conferencing

    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. Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only...

  • Page 18: Scheduled Conferencing / Reservations

    ® Server 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. Connection Methods IPv4, IPv6, ISDN and PSTN communication protocols are supported for connection to the conference.

  • Page 19: Gateway

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Gateway Using a special Gateway Profile, the RMX can be used as a gateway that provides connectivity across different physical networks such as H.323, SIP, ISDN and PSTN. The Gateway also provides connectivity between the ISDN/PSTN endpoints and the DMA.

  • Page 20: Conference Management And Monitoring Features

    Chapter 1-System Overview 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: • Automatic termination of idle (no participants) conferences. • Automatic extension of conference duration.

  • Page 21: Card Configuration Modes

    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 for Audio Only increased control over system resource allocation. management. 1-11...

  • Page 22: Workstation Requirements

    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. •...
  • Page 23 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only The Security tab is displayed. 1-13...
  • Page 24 Chapter 1-System Overview Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites 1-14...

  • Page 25: Internet Explorer 8 Configuration

    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 for Audio Only 1-15...
  • Page 26 Chapter 1-System Overview The Internet Options dialog box is displayed with General tab open. In the Browsing history section, click the Delete button. 1-16...
  • Page 27 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only The Delete Browsing History dialog box is displayed. 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.
  • Page 28 Chapter 1-System Overview The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button. 1-18...
  • Page 29 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.
  • Page 30 Chapter 1-System Overview 1-20...

  • Page 31: First Time Installation And Configuration

    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.

  • Page 32: Preparations

    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: •...

  • Page 33: Ip Network Services Required Information

    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 – – –...

  • Page 34: Isdn/Pstn Services

    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.

  • Page 35: Unpacking The Rmx

    The RMX 4000 is shipped in a packing case with Stratocell® packaging, and the top cover must be unlocked and lifted. Open the top cover of the packing case. Polycom RMX 1500/2000/4000 Getting Started Guide...
  • Page 36 Chapter 2-First Time Installation and Configuration Two boxes are placed on the top Stratocell®, labelled: — Installation Accessories. This kit contains the power cables and a — Rack Installation Accessories. This kit contains the accessories for Table 2-2 Item ID MEC2474A-L0 MEC2475A-L0 Make sure that boxes contain all the required parts.
  • Page 37 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...

  • Page 38: Modifying The Factory Default Management Network Settings On The Usb Key

    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.

  • Page 39: Hardware Installation And Setup

    Requirements” on page 1-3. Installing the RMX 1500 For detailed instructions, precautions and requirements for installing the RMX 1500 refer to the Polycom RMX 1500 Hardware Guide. The following procedures have to be performed to install the RMX 1500 in your site: •...

  • Page 40: Mounting The Rmx 1500 In A Rack

    Chapter 2-First Time Installation and Configuration Mounting the RMX 1500 in a Rack There are two methods for installing the RMX in a 19” rack: • Using rack brackets on the RMX 1500– Install rack brackets, supplied by the rack manufacturer, in the rack. Mount the RMX 1500 on top of the rack brackets.

  • Page 41: Connecting Cables On The Rmx 1500

    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...

  • Page 42: Installing The Rmx 2000

    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: •...

  • Page 43: Connecting Cables On The Rmx 2000

    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...

  • Page 44: Installing The Rmx 4000

    • 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 •...

  • Page 45: Connecting The Rmx 4000 To The Power Sources

    Two types of circuit breakers can be installed on the DC Power Rail Module (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. Polycom RMX 1500/2000/4000 Getting Started Guide Power Cables 2-15...
  • Page 46 Chapter 2-First Time Installation and Configuration Remove the transparent plastic caps on the terminal block. 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. •...
  • Page 47 Replace the transparent plastic caps on the terminal block. Turn ON the Main that supplies power to the RMX. Turn ON the circuit breaker on each of the DC Power Rail Modules. Polycom RMX 1500/2000/4000 Getting Started Guide 2-17...

  • Page 48: Connecting Cables On The Rmx 4000

    Chapter 2-First Time Installation and Configuration Connecting Cables on the RMX 4000 To connect the cables (AC and DC systems): • RTM-IP 4000: — Connect the Management Network cable to LAN 2. — Connect the Signalling cable to LAN 3. —...

  • Page 49: First Entry Power-Up And Configuration

    To power-up for the first time using the USB key: Insert the USB key containing the modified IP addresses in USB port on the RMX 1500 front panel and RMX 2000/4000 back panel. Polycom RMX 1500/2000/4000 Getting Started Guide 2-19...

  • Page 50: Procedure 2: Product Registration

    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.

  • Page 51: Procedure 3: Connection To Mcu

    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.

  • Page 52: Procedure 4: Modifying The Default Ip Service And Isdn/Pstn Network Service Settings

    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 Signaling Network Service. It starts automatically if no Signaling 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.

  • Page 53: Fast Configuration Wizard

    Polycom RMX 1500/2000/4000 Getting Started Guide Fast Configuration Wizard Enter the required IP information in the dialog box. RMX 1500 RMX 2000 RMX 4000 2-23...
  • Page 54 Dial out calls from the RMX are initiated from this address. This address is used to register the RMX with a Gatekeeper or a SIP Proxy server. Enter the IP address(es) of the media card (s) (MPM/MPM+/MPMx 1 and MPM/MPM+/MPMx 2-4 (if installed)) as provided by the network administrator.
  • Page 55 Enter the required Routers information in the dialog box. Table 2-4 Fast Configuration Wizard – Routers Field Description Default Router Enter the IP address of the default router. IP Address Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide 2-25...

  • Page 56: Field Description

    Specify is selected. Select this option to automatically register the MCU Signaling Host and Shelf Management with the DNS server. Enter the name of the domain where the MCU is installed. The static IP address of the primary DNS server.
  • Page 57 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. Polycom RMX 1500/2000/4000 Getting Started Guide 2-27...
  • Page 58 When Off is selected, all gatekeeper options are disabled. Enter either the gatekeeper’s host name (if a DNS Server is used) or IP address. Enter the string with which the MCU registers itself with the gatekeeper. The gatekeeper uses this string to identify the MCU when forwarding calls to it.
  • Page 59 13 Enter the required SIP Server information in the dialog box. Table 2-7 Fast Configuration Wizard – SIP Server Field Description SIP Server Select: • • SIP Server IP Enter either the IP address of the preferred SIP Address server or its host name (if a DNS server is used).
  • Page 60 Enter the required Security information in the dialog box. Table 2-8 Field Authentication User Name Authentication Password 15 Click Next. 2-30 Fast Configuration Wizard – SIP Server (Continued) Description The following protocols are supported: • TLS 1.0 • SSL 2.0 • SSL 3.0.
  • Page 61 A new ISDN/PSTN Network Service can be defined even if no RTM ISDN card is installed in the system but only via the ISDN/PSTN Network Service ->Add New Service dialog box. The Fast Configuration Wizard’s ISDN/PSTN configuration sequence begins with the ISDN/PSTN dialog box: Polycom RMX 1500/2000/4000 Getting Started Guide 2-31...
  • Page 62 Chapter 2-First Time Installation and Configuration 17 Define the following parameters: Table 2-9 Field Network Service Name Span Type Service Type 18 Click Next. 2-32 Fast Configuration Wizard – ISDN Service Settings Description Specify the service provider’s (carrier) name or any other name you choose, using up to 20 characters.
  • Page 63 PRI line. If you want the network to interpret the dialing digits for routing the call, select Unknown. Default: Unknown Note: For E1 spans, this parameter is set by the system. Polycom RMX 1500/2000/4000 Getting Started Guide 2-33...
  • Page 64 Chapter 2-First Time Installation and Configuration Table 2-10 Field Num Plan Net Specific Dial-out Prefix 20 Click Next. The Span Definition dialog box opens. 2-34 Fast Configuration Wizard – PRI Settings (Continued) Description Select the type of signaling (Number Plan) from the list according to information given by the service provider.
  • Page 65 Select the brand and revision level of switch equipment installed in the service provider’s central office. • • 22 Click Next. Polycom RMX 1500/2000/4000 Getting Started Guide For T1 spans, default is SFSF. For E1 spans, default is FEBE. User side (default) Network side Symmetric side For T1 spans, default is B8ZS.
  • Page 66 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 2-12 Field First Number Last Number • A range must include at least two dial-in numbers. •...
  • Page 67 29 Click OK to continue the configuration. The Spans dialog box opens displaying the following read-only fields: — ID – the connector on the RTM ISDN card (PRI1 to PRI12). Polycom RMX 1500/2000/4000 Getting Started Guide Attached Spans Spans...
  • Page 68 Chapter 2-First Time Installation and Configuration — Slot – the MPM/MPM+/MPMx card that the RTM ISDN / On the RMX 1500, the Slot field does not appear. — Service – the ISDN/PSTN Network Service to which the span is — Clock Source – indicates if ISDN signaling synchronization is —...
  • Page 69 Range: 2-16 (Default: 8) MCU Display The MCU name is displayed on the endpoint’s screen. Name Default name: Polycom RMX 1500/2000/4000 Polycom RMX 1500/2000/4000 Getting Started Guide Description / Default Note: Selecting 2 digits limits the number of simultaneous ongoing conferences to 99.
  • Page 70 Chapter 2-First Time Installation and Configuration Table 2-13 Field Terminate Conference when Chairperson Exits Auto Extend Conferences These flags can be modified later, if required, by selecting the System Configuration option from the Setup menu. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, ”System Configuration” on page 18-5.

  • Page 71: User Definition

    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).

  • Page 72: Rmx's Default Conferencing Settings

    Chapter 2-First Time Installation and Configuration 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 18-88. If the selected language is not supported by the browser or the workstation’s Operating System, the RMX Web Client is displayed in English.
  • Page 73 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. Conference IVR Name:...
  • Page 74 Chapter 2-First Time Installation and Configuration Table 2-14 Entity Entry Queue Entry Queue IVR Service 2-44 Conferencing Entities (Continued) Description Name DefaultEQ 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.

  • Page 75: Customizing The Rmx's Default Conferencing Settings

    You can create your own Address Book containing a list of participants to be dialed by the MCU. Once defined, these participants can be added to ongoing conferences saving the need to define them again. Polycom RMX 1500/2000/4000 Getting Started Guide 2-45...
  • Page 76 Chapter 2-First Time Installation and Configuration 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. 2-46...

  • Page 77: Audio Only Basic Configuration And Operation

    These prompts can be customized to enable multilingual support. The Polycom RMX conferencing system provides a way to hold meetings with participants at multiple remote sites. It enables end-users to conduct all types of meetings from the office or from the road using a telephone, whether they require a high-level, scheduled, operator-assisted conference or the convenience of on-demand or reservationless meeting.

  • Page 78: Starting The Rmx Web Client

    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 Web Client main screen is displayed. The Login screen contains a link to the RMX Manager installer.

  • Page 79: Rmx Web Client And Rmx Manager

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only RMX Web Client and RMX Manager The most common operations performed via the RMX Web Client and RMX Manager are: • Configuration (available only to users with Administrator Authorization Level) and MCU status monitoring (available only to users with Administrator and Operator Authorization Levels) •...

  • Page 80: Rmx Web Client Screen Components

    Chapter 3- Audio Only Basic Configuration and Operation RMX Web Client Screen Components The RMX 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.

  • Page 81: Viewing And System Functionality Permissions

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Viewing and System Functionality Permissions The RMX 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...

  • Page 82: Conferences List

    Chapter 3- Audio Only Basic Configuration and Operation 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.

  • Page 83: List Pane

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.

  • Page 84: System Alerts

    Chapter 3- Audio Only Basic Configuration and Operation System Alerts Viewing Permissions This is a list of system problems. The alert indicator flashes red when at least one system alert is active. The flashing continues until a user with Operator or Administrator permission reviews the list. The System Alerts pane is opened and closed by clicking the System Alerts ...

  • Page 85: Mcu State

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only • The High Port Usage threshold. Total Allocated Audio Ports In System Audio Ports In Use Audio Port Usage Indicator Audio High Port Usage Threshold The High Port Usage threshold represents a percentage of the total number of voice or video ports available.

  • Page 86: Address Book

    Chapter 3- Audio Only Basic Configuration and Operation Address Book The Address Book is a list of Participants and Groups that have been defined Viewing Permissions on the RMX. The information in the Address Book can be modified only by an administrator.

  • Page 87: Displaying And Hiding The Address Book

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.

  • Page 88: Displaying And Hiding Conference Templates

    Chapter 3- Audio Only Basic Configuration and Operation 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. Clicking the tab opens the Conference Templates list pane.

  • Page 89: Customizing The Main Screen

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Customizing the Main Screen You can customize the main screen according to your preferences, and hide all the video columns that are not used to monitor conferences and participant connections. Pane sizes can be changed, column widths can be adjusted and data lists can be sorted.

  • Page 90: Customizing The Rmx Management Pane

    Chapter 3- Audio Only Basic Configuration and Operation Customizing the RMX Management Pane The RMX Management pane can be viewed either as a list or as a toolbar. To switch between Toolbar and List Views:  In the RMX Management pane, click the Toolbar View button to switch to Toolbar view.
  • Page 91 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 buttons. The new position of the...

  • Page 92: Resource Management

    Chapter 3- Audio Only Basic Configuration and Operation Resource Management RMX units that are used mainly for voice (Audio Only) conferencing can maximize the resources utilization by designating all or almost all system resources as voice (audio) resources. Up to 400 (RMX 1500)/ 800 (RMX 2000 with two MPM+) or 720 (RMX 2000 with two MPMx)/1600 (RMX 4000 with four MPM+/MPMx-D) voice participants can connect to the RMX, of which up to 400 participants can connect using PSTN/ISDN connection.

  • Page 93: Resource Capacity Modes

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only • The maximum number of PSTN participants is limited by the maximum number of E1 or T1 PRI lines that can be connected to the RMX. • RMX’s with 500MB of memory can support a maximum of 400 simultaneous participant calls, regardless of how system resources are allocated.

  • Page 94: Resource Usage - Voice Resources

    Chapter 3- Audio Only Basic Configuration and Operation guaranteed to each Audio Only and video connection according to the video resolution in advance. This mode is available only in MPM+ and MPMx Card Configuration Modes and is not relevant to MCUs used for Audio Only conferencing with no video connections.

  • Page 95: Configuring The Video/Voice Resources In Mpm, Mpm+ And Mpmx Modes - Flexible Resource Capacity

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Configuring the Video/Voice Resources in MPM, MPM+ and MPMx Modes - Flexible Resource Capacity Resource re-configuration should only be performed when no conferences are running on the RMX. To allocate Audio Only resources: In the RMX menu, click Setup >...

  • Page 96: Resource Report

    Chapter 3- Audio Only Basic Configuration and Operation Resource Report The Resource Report displays the real time resource usage according to the selected Resource Capacity Mode: • Flexible Resource Capacity Mode available in both MPM, MPM+ and MPMx Modes. • Fixed Resource Capacity Mode available only in MPM+ and MPMx Modes.
  • Page 97 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only The Resource Report dialog box appears, displaying the resource usage according to the Resource Capacity Mode. In Flexible Resource Capacity Mode, resource usage is displayed for Audio and CIF video resources only. They are displayed as percentages of the total resource type.
  • Page 98 Chapter 3- Audio Only Basic Configuration and Operation Table 3-3 Column Occupied Free In the Resources Graph, the actual number of occupied or free resources can also be displayed by moving the cursor over the columns of the bar graph. Moving the cursor over the Video bar displays the following: Port Gauges In Flexible Resource Capacity mode, the Port Gauges in the Status Bar show 0...

  • Page 99: Using The Default Profile, Entry Queue And Meeting Rooms

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Using the Default Profile, Entry Queue and Meeting Rooms The Conferencing entities, such as Entry Queues, Meeting Rooms, ongoing Conferences and Reservations enable both audio and video connections. The same conferencing entity can be used to connect only voice participants, video participants or a combination of both audio and video participants.

  • Page 100: Starting A Conference

    Template” on page 3-43. • Attendees that have received an invitation to a Polycom Meeting via the Polycom Conferencing Add-in for Microsoft Outlook can start a conference by being the first invited attendee to click on a link in the...

  • Page 101: Starting A Conference From The Conferences Pane

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Starting a Conference from the Conferences Pane To start a conference from the Conference pane: In the Conferences pane, click the New Conference ( ) button. The New Conference – General dialog box opens.

  • Page 102: General Tab

    Chapter 3- Audio Only Basic Configuration and Operation General Tab Define the following parameters: Table 3-4 Field Display Name Duration Permanent Conference 3-26 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.
  • Page 103 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-4 Field Routing Name Profile New Conference – General Options (Continued) Description Routing Name is the name with which ongoing conferences, Meeting Rooms, Entry Queues and SIP Factories register with various devices on the network such as gatekeepers and SIP server.
  • Page 104 Chapter 3- Audio Only Basic Configuration and Operation Table 3-4 Field Conference Password Chairperson Password Reserve Resources for Video Participants Reserve Resources for Audio Participants 3-28 New Conference – General Options (Continued) Description Enter a password to be used by participants to access the conference.
  • Page 105 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-4 Field Maximum Number of Participants Enable ISDN/ PSTN Dial-in ISDN/PSTN Network Service 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.

  • Page 106: Participants Tab

    Chapter 3- Audio Only Basic Configuration and Operation 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.
  • Page 107 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only The following table describes the information displayed in the Participants List and the operations that can be performed. Table 3-5 Column / Button Participants List Name IP Address/Phone Alias Name/SIP Address (IP Only)
  • Page 108 Chapter 3- Audio Only Basic Configuration and Operation Table 3-5 Column / Button Buttons Remove Add from Address Book Lecturer Lecturer Dial Out Manually Participants can be added to the conference in the following methods: — Defining a new participant during the definition of the —...
  • Page 109 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only — 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.
  • Page 110 Chapter 3- Audio Only Basic Configuration and Operation The selected participants are assigned to the conference and appear in the Participant List. Select additional Participants or click the Close button to return to the Participants tab. To add a new participant to the conference: In the Participants tab, click the New button.
  • Page 111 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Define the following fields: Table 3-6 Field Name Endpoint Website (IP only) Dialing Direction New Participant – General Properties Description Enter the name of the participant or the endpoint as it will be displayed in the RMX Web Client.
  • Page 112 Chapter 3- Audio Only Basic Configuration and Operation Table 3-6 Field Type IP Address (H.323 and SIP Only) Phone Number (ISDN/PSTN Only) Alias Name/Type (H.323 Only) 3-36 New Participant – General Properties (Continued) Description The network communication protocol used by the endpoint to connect to the conference: H.323, SIP or ISDN/PSTN.
  • Page 113 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-6 Field Extension/ Identifier String New Participant – General Properties (Continued) Description Dial-out participants that connect to an external device such as Cascaded Links or Recording Links may be required to enter a conference password or an identifying string to connect.
  • Page 114 SIP URI - Uses the format of an E-mail address, typically containing a user name and a host name: sip:[user]@[host]. For example, sip:dan@polycom.com. • TEL URI - Used when the endpoint does not specify the domain that should interpret a telephone number that has been input by the user.

  • Page 115: Information Tab

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.
  • Page 116 Chapter 3- Audio Only Basic Configuration and Operation 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.

  • Page 117: Starting A Reservation

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 ( ) button.
  • Page 118 Chapter 3- Audio Only Basic Configuration and 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.

  • Page 119: Starting An Ongoing Conference From A Template

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 2000/4000 Administrator’s Guide, "Reservations”...
  • Page 120 Chapter 3- Audio Only Basic Configuration and 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.

  • Page 121: Starting A Video Meeting From A Microsoft Outlook Polycom Meeting Invitation

    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.

  • Page 122: Connecting To A Conference

    Chapter 3- Audio Only Basic Configuration and 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.

  • Page 123: H.323 Participants

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 Conference ID Conference Name  The participant dials If there is no gatekeeper defined for the network, H.323 participants dial...

  • Page 124: Connecting To A Polycom Conference From An Outlook Meeting Invitation

    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.

  • Page 125: Entry Queue Access

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.

  • Page 126: Sip Participants

     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>...

  • Page 127: Dial-Out Participants

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Example: Entry Queue ID Assigned Dial-in number  ISDN/PSTN participants dial 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/...

  • Page 128: Monitoring Ongoing Conferences

    Chapter 3- Audio Only Basic Configuration and 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. Maximum number of voice participants in a conference: RMX 1500 MPMx Mode: 360.

  • Page 129: Multi Selection

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only • 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.

  • Page 130: Using The Chairperson Password For Filtering

    Chapter 3- Audio Only Basic Configuration and 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.
  • Page 131 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 3-8 may appear in the Status column.
  • Page 132 Chapter 3- Audio Only Basic Configuration and Operation Table 3-8 Field Start Time End Time Dial in Number(1) Additional information about the conference can be viewed when accessing the conference properties. To monitor a conference:  In the Conference List pane, double click the name of the conference you wish to monitor, or right-click the conference and then click Conference Properties.

  • Page 133: Secured Conference Monitoring

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 10-3.

  • Page 134: Participant Level Monitoring

    Chapter 3- Audio Only Basic Configuration and Operation Participant Level Monitoring Participant Connection Monitoring When a conference is selected in the Conference List, details of its participants appear in the List pane. The following participant indicators and properties are displayed: Table 3-9 Column Name...
  • Page 135 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-9 Column Status (cont.) Role IP Address/ Phone Alias Name/ SIP Address Network Dialing Direction Participant Monitoring – Indicators and Properties (Continued) Icon/Description Awaiting Individual Assistance – The participant has requested the user’s (operator’s) assistance.
  • Page 136 Chapter 3- Audio Only Basic Configuration and Operation Table 3-9 Column Audio Encryption For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 10-15. 3-60 Participant Monitoring – Indicators and Properties (Continued) Icon/Description 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.

  • Page 137: Operations Performed During On Going Conferences

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.

  • Page 138: Adding Participants From The Address Book

    Chapter 3- Audio Only Basic Configuration and Operation To terminate a conference manually: In the Conferences list, select the conference you wish to delete and click the Delete Conference ( ) button. You are prompted for confirmation. Click OK to terminate the conference. Adding Participants from the Address Book Once the conference has started, you can add participants to a conference directly from the Participants Address Book without having to use the New...

  • Page 139: Moving Participants

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.
  • Page 140 Chapter 3- Audio Only Basic Configuration and Operation — Back to Home Conference - if the participant was moved to 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: Display the participants list of the Entry Queue or the source conference by clicking its entry in the Conferences list.

  • Page 141: Saving An Ongoing Conference As A Template

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.

  • Page 142: Paste Conference

    Chapter 3- Audio Only Basic Configuration and Operation 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.

  • Page 143: Paste Conference As

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.
  • Page 144 Chapter 3- Audio Only Basic Configuration and Operation Modify the conference information as required. Click the OK button to paste and start the new conference. 3-68 In the Conferences list pane, right-click, and in the drop-down menu select Paste Conference As. The Conference Properties dialog box is displayed.

  • Page 145: Participant Level Operations

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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 3-10. Table 3-10 Menu Option Participant...
  • Page 146 Chapter 3- Audio Only Basic Configuration and Operation Table 3-10 Menu Option Block Audio Unblock Audio Participant to Address Book Change to Chair- person Change to Regular Participant Connect to Website (Audio Gain Control) Copy Participant 3-70 Participant Level Operations (Continued) Button Description To block the audio transmission from the conference...

  • Page 147: Copy Cut And Paste Participant

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-10 Menu Option Participant Paste Participant Participant Properties Copy Cut and Paste Participant The RMX user can Copy, Cut and Paste participants between differ rent conferences running on the RMX, including his/her current conference.

  • Page 148: Cut Participant

    Chapter 3- Audio Only Basic Configuration and 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.

  • Page 149: Paste Participant

    Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only 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.
  • Page 150 Chapter 3- Audio Only Basic Configuration and Operation automatically opens the Address Book - Participant Properties dialog box allowing the RMX user to modify the participant’s properties effectively creating a new participant. When the OK button in the Participant Properties dialog box is clicked the new participant is connected to the selected conference.
  • Page 151 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only The Address Book - Participant Properties dialog box is displayed. Modify the participant information as required. For more information see the RMX 1500/2000/4000 Administrator’s Guid"Modifying Participants in the Address Book” on page 5-14.

  • Page 152: Conference Control Using Dtmf Codes

    Chapter 3- Audio Only Basic Configuration and Operation Click the OK button to connect the new participant to the selected conference. 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.
  • Page 153 Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only Table 3-11 Operation Enable Roll Call Disable Roll Call Roll Call Review Names Roll Call Stop Review Names Terminate Conference Start Click&View Change To Chairperson Increase Listening Volume Decrease Listening Volume...

  • Page 154: Requesting Help

    Chapter 3- Audio Only Basic Configuration and Operation Requesting Help A participant can request help using the appropriate DTMF code from his/her touch tone telephone or the endpoint’s DTMF input device. The participant can request Individual Assistance (default DTMF code *0) or Conference Assistance (default DTMF code 00).
  • Page 155 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.
  • Page 156 Chapter 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.
  • Page 157 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 Getting Started Guide...
  • Page 158 384 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.
  • Page 159 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 Getting Started Guide...
  • Page 160 Chapter 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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