Polycom RealPresence Collaboration Server Virtual Edition 1800 Getting Started Manual

Polycom RealPresence Collaboration Server Virtual Edition 1800 Getting Started Manual

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8.7.1 | October 2016 | 3725-74201-000B1
GETTING STARTED GUIDE
®
RealPresence
Collaboration
Server 1800/2000/4000/Virtual
Edition

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Summary of Contents for Polycom RealPresence Collaboration Server Virtual Edition 1800

  • Page 1 8.7.1 | October 2016 | 3725-74201-000B1 GETTING STARTED GUIDE ® RealPresence Collaboration Server 1800/2000/4000/Virtual Edition...
  • Page 2 Open Source Software Used in this Product This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you.
  • Page 3: Table Of Contents

    Polycom and Partner Resources..................3 The Polycom Community....................4 Audience, Purpose and Required Skills................4 Virtual Edition Installation................. 5 Install Polycom RealPresence Collaboration Server, Virtual Edition Software with Your Virtual Environment Tools..................5 Host Installation Guidelines..................5 Deploy RealPresence Collaboration Server, Virtual Edition, through RealPresence Platform Director................7...
  • Page 4 Start a New Conference Using a Default Profile............... 42 Joining a Conference Using Dialing Strings..............43 Example of dialing Strings for H.323 Participants (AVC CP Only and Mixed Conferences).....................43 Example of dialing Strings for SIP Participants (All Conferences)......44 Polycom, Inc.
  • Page 5: About This Guide

    • Audience, Purpose and Required Skills This guide provides the first time setup information that you need to configure a Polycom RealPresence Collaboration Server system. Once you've completed first time setup, see the Polycom RealPresence Collaboration Server 1800/2000/4000/Virtual Edition Administrator Guide for additional configuration and customization tasks you can perform.
  • Page 6: The Polycom Community

    Participate in discussion forums to share ideas and solve problems with your colleagues. To register with the Polycom Community, simply create a Polycom online account. When logged in, you can access Polycom support personnel and participate in developer and support forums to find the latest information on hardware, software, and partner solutions topics.
  • Page 7: Virtual Edition Installation

    However if your RealPresence Platform Director system was installed in a VMware vCenter environment with the required credentials, you can use the RealPresence Platform Director system to deploy Polycom software. For complete instructions on how to use the RealPresence Platform Director system to deploy the Polycom RealPresence Collaboration Server, Virtual Edition, see the RealPresence Platform Director System Administrator Guide.
  • Page 8 8 physical cores can support up to 16 virtual processors divided up into any combination among the virtual machines running on that host. ▪ When you are using Hyper-V, Polycom recommends disabling the Virtual Machine Queue of the Network Interface Card (NIC). For more information, see https://support.microsoft.com/en-us/kb/ 2902166 Note: CPU reservations can only be done after shutting down the virtual machine.
  • Page 9: Deploy Realpresence Collaboration Server, Virtual Edition, Through

    If your RealPresence Platform Director system was installed in a VMware vCenter environment with the required credentials, you can use the RealPresence Platform Director system to deploy Polycom software. For complete instructions on how to use the RealPresence Platform Director system, see the Polycom RealPresence Platform Director Administrator Guide.
  • Page 10 Note: When you are using Hyper-V, you are recommended to disable the Virtual Machine Queue of the Network Interface Card (NIC). For more information, see https://support.microsoft.com/en-us/kb/ 2902166. Note: Polycom recommends that a VMware or Hyper-V administrator install the software. After installation into the virtual environment, additional configuration should be done by someone who understands video conferencing.
  • Page 11: Appliance Edition Installation

    If the system software is not pre-installed on the server, you need to download the software from the Polycom support site and create a DVD to install the software on your server. Follow the process outlined in the following topics to install the Polycom RealPresence Collaboration...
  • Page 12 192.168.1.1 Router IP Address Gatekeep This is optional for all RealPresence Collaboration Servers. er IP address DNS IP This is optional for all RealPresence Collaboration Servers. address This is optional for all RealPresence Collaboration Servers. Server IP address Polycom, Inc.
  • Page 13: Isdn Services

    Decide on a suitable location for the equipment rack that will hold the RealPresence Collaboration Server unit. It should be situated in a clean, dust-free area that is well ventilated. Avoid areas where heat, electrical noise and electromagnetic fields are generated. You will also need it placed near a grounded power outlet. Polycom, Inc.
  • Page 14 Warning: Breaking the seal voids the warranty The RealPresence Collaboration Server 1800 is a sealed system, breaking the seal and opening the chassis voids the warranty. Polycom, Inc.
  • Page 15: Unpack Realpresence Collaboration Server (Rmx) 1800/2000/4000

    Stratocell and contain installation accessory kit, Telescopic rail runners accessory kit, and optional ISDN card package. 3. Write down the RealPresence Collaboration Server (RMX) 1800/2000/4000 serial number that is on a sticker on the back of the unit. It will be needed for product registration later. Polycom, Inc.
  • Page 16: Contents Of Shipment

    Note: Rail runner end views Right rail runner (two types See previous figure available: item (a) with or (b) without rail runner clip Note: The rail runner clip is designed to attach and clip onto the chassis runner frame. Polycom, Inc.
  • Page 17: Install The Telescopic Rail Runners On The Rack

    Mark the spacer's location on the rack post. Repeat this process for the 3 remaining vertical posts ensuring that the system can be horizontally seated. Polycom, Inc.
  • Page 18 Detail of front rack spacer assembly for RealPresence Collaboration Server (RMX) 2000/4000 • On the RealPresence Collaboration Server (RMX) 2000/4000 the top hole on the Rack Spacer must be left clear as it is required for fixing the Collaboration Server to the rack post. Polycom, Inc.
  • Page 19: Installing The Realpresence Collaboration Server (Rmx) 1800

    Installing the RealPresence Collaboration Server (RMX) 1800 The Polycom RealPresence Collaboration Server 1800/2000/4000 Appliance Edition can be installed in a rack. For the RealPresence Collaboration Server 1800 system, you also need a shelf to mount it in a rack. This system can also be placed directly on a level surface.
  • Page 20: Connect The Realpresence Collaboration Server (Rmx) 1800 To A Power Source

    » Insert the power cable into the power connector on the rear panel of the RealPresence Collaboration Server (RMX) 1800 system. Warning: Use only the Polycom-supplied AC power cable • Do not connect the green or green-yellow wire to the system single-point ground screw.
  • Page 21: Installing The Realpresence Collaboration Server (Rmx) 2000

    PRI ports, as shown next. RealPresence Collaboration Server (RMX) 1800-3 rear panel Installing the RealPresence Collaboration Server (RMX) 2000 The Polycom RealPresence Collaboration Server 1800/2000/4000 Appliance Edition can be installed in a rack. Install RTM ISDN Card on the RealPresence Collaboration Server (RMX) 2000/4000 If the ISDN option was purchased with your RealPresence Collaboration Server, the ISDN card is shipped separately and must be manually installed into the rear of the system.
  • Page 22: Mounting The Realpresence Collaboration Server (Rmx) 2000/4000 In A 19" Rack

    Mount the RealPresence Collaboration Server on top of the rail runners. ◦ Fasten the RealPresence Collaboration Server to the rack spacers using the flat head screw (item 8) with flat washer (item 9) through the two holes in the RealPresence Collaboration Server front mounting brackets. Polycom, Inc.
  • Page 23: Connect Cables To Rmx 2000

    Install the RealPresence Collaboration Server (RMX) 2000 on a shelf Connect Cables to RMX 2000 Do not remove the protective caps from LAN1, LAN3 and ShMG ports when you connect the cables to RMX 2000. Connect the following cables to the back panel: Polycom, Inc.
  • Page 24: Installing The Realpresence Collaboration Server (Rmx) 4000

    LAN cable to LAN1 and LAN 2. RMX 2000 rear panel view with cables Installing the RealPresence Collaboration Server (RMX) 4000 The Polycom RealPresence Collaboration Server 1800/2000/4000 Appliance Edition can be installed in a rack. Install RTM ISDN Card on the RealPresence Collaboration Server (RMX) 2000/4000 If the ISDN option was purchased with your RealPresence Collaboration Server, the ISDN card is shipped separately and must be manually installed into the rear of the system.
  • Page 25: Install The Rmx 4000 As A Standalone System

    RealPresence Collaboration Server. Install the RMX 4000 as a Standalone System Instead of installing the RMX 4000 in a rack, you can also put it on a flat surface, or desktop, as a standalone system. Polycom, Inc.
  • Page 26: Mounting The Realpresence Collaboration Server (Rmx) 4000 In A Rack

    Mount the RealPresence Collaboration Server on top of the rail runners. ◦ Fasten the RealPresence Collaboration Server to the rack spacers using the flat head screw (item 8) with flat washer (item 9) through the two holes in the RealPresence Collaboration Server front mounting brackets. Polycom, Inc.
  • Page 27 RealPresence Collaboration Server front mounting brackets. Install the RealPresence Collaboration Server (RMX) 2000 on a shelf Install the RealPresence Collaboration Server (RMX) 4000 in a 23” Rack To install the RealPresence Collaboration Server (RMX) 4000 in a 23” rack: Polycom, Inc.
  • Page 28: Connect The Rmx 4000 To Power Sources

    The following restrictions apply to the conductors and connectors that may be used to ground the unit when rack mounted: • When using bare conductors, they must be coated with an appropriate antioxidant compound before crimp connections are made. Tinned, solder-plated or silver-plated connectors do not have to be prepared in this manner. Polycom, Inc.
  • Page 29 Do not connect the green or green-yellow wire to the system single-point ground screw. • Customers are required to only use AC power cables supplied by Polycom. • The size of the protective earthing conductor should be a minimum of 10 AWG.
  • Page 30 6. Replace the transparent plastic cap on the terminal block. 7. Turn ON the circuit breaker on each of the DC PEMs. On the RealPresence Collaboration Server (RMX) 4000, two types of circuit breakers can be installed: • ON/OFF circuit breaker-Type A Polycom, Inc.
  • Page 31: Connecting Cables To Realpresence Collaboration Server (Rmx) 4000

    RTM ISDN cards come in two versions: 12 PRI ports, 1 LAN port version, and 9 PRI ports, 4 LAN ports version. The cabling for these two versions are different. Connect Cables to the 12 PRI Ports, 1 LAN Port RTM ISDN Card To connect cables to the 12 PRI ports, 1 LAN port RTM ISDN card: Polycom, Inc.
  • Page 32: First Entry Power-Up And Configuration

    LAN Configuration Utility in the USB Key. Note: LAN configuration utility The RealPresence Collaboration Server (RMX) 1800 must use the LAN configuration utility in a USB Key to change the IP address. Polycom, Inc.
  • Page 33: Power-Up For The Collaboration Server First Time Using The Usb Key

    2. Double-click the index.hta file. 3. In the Language Menu window, click the documentation language hyperlink, for example English. 4. In the Polycom End User Licenses Agreement window, read the agreement and click the Accept Agreement button. 5. In the Product Type Selection window, click the RealPresence Collaboration Server type hyperlink, for example RMX 2000.
  • Page 34 ERR LED on the CTNL unit is still ON.Do not remove the USB Key from the RealPresence Collaboration Server until the connection with the MCU is established and the Login screen of the RMX Web Client is displayed. For more details, see Login to RealPresence Collaboration Server on page 35. Polycom, Inc.
  • Page 35: System Licenses

    • License Your System with an Activation Key Once you have finished first time setup, you will need to license your Polycom RealPresence Collaboration Server system. This process depends on the type of license you have for your product. ™...
  • Page 36: License Your System With An Activation Key

    , it still follows the same licensing procedures described in this section. Obtain the Activation Key During first-time power-up, you need to enter an Activation Key. You can get this key from Polycom Service & Support page of the Polycom website at http://support.polycom.com.
  • Page 37: Login To Realpresence Collaboration Server

    You can manage or monitor a Polycom RealPresence Collaboration Server with the RMX Web Client application, using Internet Explorer installed on your workstation, or using RMX Manager application. The RMX Manager is the Windows version of the RMX Web Client. For more information, see Polycom RealPresence Collaboration Server 1800/2000/4000 Administrator Guide.
  • Page 38 When installing the RMX Web Client, Windows Internet Explorer Security Settings > Internet Options > Security Settings must be set to Medium or less. • It is not recommended to run Collaboration Server Web Client and Polycom Resource Manager applications simultaneously on the same workstation. •...
  • Page 39: Configure Internet Explorer 8

    3. Open Internet Explorer but do not connect to the MCU. 4. In the Internet Explorer menu bar, select Tools > Internet Options. 5. In the Browsing history area of the General tab, click Delete button. The Delete Browsing History dialog box is displayed. Polycom, Inc.
  • Page 40 The Temporary Internet Files and History Settings dialog box is displayed. 8. In the Temporary Internet Files and History Settings dialog box, click the View objects button. The Downloaded Program Files folder containing the installed program files is displayed. Polycom, Inc.
  • Page 41: Login To Realpresence Collaboration Server

    MCU. If the error message appears again, either run the automatic troubleshooter utility or manually preform the suggested troubleshooting procedures. 2. In the RealPresence Collaboration Server Web Client Login screen, enter the default Username (POLYCOM) and Password (POLYCOM) and click Login. Polycom, Inc.
  • Page 42: Set Available Languages In The Login Screen

    The Login screen will display the flags of the selected languages. For more information see Multilingual Setting in the related Administrator Guide. Default System Flags By default, the following system flags are used to define the system behavior when defining and running conferences: Polycom, Inc.
  • Page 43 When Yes is selected (default), allows conferences running on the Collaboration Server to be automatically extended as long as there are participants connected and there are available resources. The maximum extension time allowed by the MCU is 30 minutes. Polycom, Inc.
  • Page 44: Starting Conferences Using Default Profiles

    Topics: • Start a New Conference Using a Default Profile • Joining a Conference Using Dialing Strings In the Polycom ® RealPresence ® Web Suite, the conferencing parameters are defined in the RealPresence CloudAxis suite using its RealPresence Virtualization Manager (DMA) component.
  • Page 45: Joining A Conference Using Dialing Strings

    If your conference has the following parameters: ▪ MCU Prefix in gatekeeper: 2014 ▪ Conference ID: 43602 ▪ MCU Signaling Host IP address: 172.21.126.100 H.323 participants can dial one of the following strings to join the conference: ▪ 201443602 ▪ 172.21.126.100##43602 Polycom, Inc.
  • Page 46: Example Of Dialing Strings For Sip Participants (All Conferences)

    If your conference has the following parameters: • MCU Signaling Host IP address: 172.21.126.100 • Conference routing name: test_25248795 • MCU domain name: polycom.com SIP participants can dial one of the following strings to join the conference: • test_25248795@polycom.com • test_25248795@172.21.126.100 View Your Conference ID You may need to know your Conference IDs so as to compose the dialling string.
  • Page 47 1. In the Conferences pane, right-click your conference and select Conference Properties. 2. Your routing name can be found in the General tab. You can also set your routing name when you create a conference. If not specified, the default routing name is the same as the Display Name. Polycom, Inc.

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