Polycom QSX Administrator's Manual
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Polycom QSX Administrator's Manual

Polycom QSX Administrator's Manual

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Administrator's Guide
®
TM
for the Polycom
QSX
2.0
February, 2006 Edition
3725-22370-001/B
Version 2.0

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Summary of Contents for Polycom QSX

  • Page 1 Administrator’s Guide ® for the Polycom February, 2006 Edition 3725-22370-001/B Version 2.0...

  • Page 2: Trademark Information

    Therefore, you must treat the software like any other copyrighted material (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 without notice.

  • Page 3: About This Guide

    For support or service, please contact your Polycom distributor or go to Polycom Support at www.polycom.com/support. Polycom recommends that you record the serial number of your QSX system here for future reference. The serial number for the system is printed on the unit.

  • Page 4: Table Of Contents

    Set an IP Address ... 23 Accessing the QSX Web Admin Page... 23 Setting a Static IP Address via the QSX Web Admin Page ... 23 Set a Static IP Address Using HyperTerminal... 24 Changing QSX to Dynamic IP Mode ... 25 Chapter 5- Accessing the QSX Administrative Web Page...
  • Page 5 Content Transmission ... 60 Multipoint Capabilities ... 61 System Security ... 61 Resolution ... 62 Physical Dimensions and Interfaces on QSX Base Unit ... 62 User Interface... 62 Web Viewer Requirements ... 63 Web Administrator Requirements ... 63 Appendix D—Additional Resolution & Graphics Display Information... 64...

  • Page 6: Chapter 1- Introducing The Qsx System

    Multi-point capability – Each QSX session shares content directly with up to ten sites per QSX via a standard web browser. Scale to even more sites by connecting directly with up to four other QSX units or leverage a Polycom MGC conference bridge for large scale meetings.
  • Page 7 Additional configuration details are available in Chapter 3. Figure 1- Stand Alone Mode. This is for web viewers only. No conference phone is required. Figure 2- QSX to QSX with Web participants. This is a mixed environment that offers increased flexibility.
  • Page 8 Remote Participant (connecting through internet) Figure 3- QSX with a designated Polycom video system allows remote users without video capability to share content. Figure 4- Larger Scale Meetings with MGC. This allows you to scale based on MGC ports and bandwidth.

  • Page 9: Chapter 2- Qsx Overview

    Chapter 2- QSX Overview QSX Equipment Overview There are two basic versions of the QSX. The QSX 400 is designed to work in environments without a conference phone or with Polycom’s analog SoundStation, SoundStation2, SoundStation Premier or SoundStation2W conference phones. The QSX 300 is specifically designed to work with the Polycom VTX 1000 conference phone.

  • Page 10: Qsx 300 Components

    QSX 300 Components The QSX 300 system is designed specifically for use with the Polycom SoundStation VTX 1000 conference phone. Name QSX system base VGA Cable LAN Cable Power Supply and Power Cable 8-wire cable for phone console Conference Link Cable (for use...

  • Page 11: Qsx System Back Panel

    Send: Send: All sites see your content. All sites see your content. down for more than 4 seconds, the QSX...

  • Page 12: Soundstation Vtx1000 Conference Phone Controls

    You can manually dial the IP address of a remote QSX or Polycom MGC bridge using the keypad on your VTX 1000. Note: In this scenario, the VTX 1000 is serving as a dial pad for one QSX dialing another one.

  • Page 13: Qsx Info Screen

    • Meeting Web Address. The address of the Master Control Unit (MCU) • Internal IP Address. This is the IP address of the QSX system. It will be the same as the Meeting Web Address if this QSX is the MCU.
  • Page 14 • Content Status. Will show whether content is being sent to participants. • System Name. Will show the name of that QSX (default is its serial number) • Meeting Participants. There are two types of participants shown here: • QSX participants. People who are connected via QSX. Up to 5 QSX participants, including the presenting unit will be shown here.

  • Page 15: Info Screen Alerts

    Info Screen Alerts There are a number of alerts that may appear locally on the Info screen of the QSX. They include: Message Description Initializing When the QSX is connected to a SoundStation or VTX phone and the call is connected, the message will appear.

  • Page 16: Chapter 3- Typical Qsx Usage Scenarios & How Qsx Works

    Works QSX in Stand Alone Mode One of the main advantages of the QSX is the ability for people to log into a meeting via the web from a remote location. In order to set up and initiate a call with a web viewer, the QSX user should follow these steps: 1.
  • Page 17 IP address which can be obtained by hitting the Info button on either the Content Controller of the QSX 400 or the soft key option on the VTX 1000 if you are using a QSX 300 with VTX 1000 conference phone.

  • Page 18: Qsx Connecting To Other Qsx Systems

    When the QSX ends a presentation, you can disconnect the web viewers by ensuring the QSX is in Idle or Preview mode, then holding the Info button down for at least 4 seconds. If the QSX user re-initiates the presentation but hasn’t changed the password, the web viewers will need to refresh their browser and log in again.

  • Page 19: Qsx Connected To Polycom Video Systems

    QSX. There are two ways to add a QSX to a video environment. First, you directly connect the QSX to a VSX 8000, a VSX 7000e or a VSX 7000s (through Visual Concert) using VGA cables. In doing so, you can share content with people participating in the meeting who do not have video capability (e.g.- salesperson...
  • Page 20 Note: In this mode, People+Content operations will work as normal. The second way to connect a QSX in a video environment is to use the video system’s remote control to dial the IP address of the QSX. You will be prompted for the QSX unit’s password.

  • Page 21: Qsx Usage With Polycom Mgc

    MGC Dial-Out. There are two ways that the MGC can connect to the QSX. First, it can dial out to the QSX directly by dialing its IP address. Second, if both the MGC and QSX are registered to a gatekeeper, the MGC can dial the E164 extension of the QSX. In either situation, once the MGC has made the connection, the QSX can send and receive content.

  • Page 22: Chapter 4- Setting Up The Qsx System

    QSX or video units. Other non-QSX units must access the content via the MGC bridge. If the QSX is already in a call with another unit (i.e. – QSX or video unit) and the MGC calls it, it will reject the MGC call.

  • Page 23: Set An Ip Address

    2. Step 1 is all that is required to set up your QSX system. If you plan to use it with a Polycom conference phone, please connect the following cables as well: • 8-wire cable for phone console. Connect the 8-wire cable from the back of the QSX unit to the Polycom conference phone.

  • Page 24: Set A Static Ip Address Using Hyperterminal

    Set a Static IP Address Using HyperTerminal If you need to assign a static IP address to the QSX system, follow these steps before you try to set up and use the QSX system: 1. Connect a straight-through serial cable from the QSX system to a computer.

  • Page 25: Changing Qsx To Dynamic Ip Mode

    Note: If you hold the Content button during boot up of the QSX unit, it will force the unit into DHCP mode. That will cause the QSX unit to seek an IP address from the DHCP server on your network.

  • Page 26: Chapter 5- Accessing The Qsx Administrative Web Page

    The QSX Administrative Web page (Admin Web Page) gives you significant control and flexibility in the configuration and deployment of your QSX system. The following diagram is an overview of the various options you have for configuring your QSX. Admin Settings...

  • Page 27: Logging On To The Qsx Administrative Web Page

    Logging On to the QSX Administrative Web Page After the QSX system is set up, you can log on to the system’s Admin Web Page by following these steps: 1. On a computer, open Windows Internet Explorer version 6.0 or later.

  • Page 28: Chapter 6- Configuring Administrative Settings

    Info / System Info Administrators can view detailed system information on the System Information screen of the QSX Admin Web. The System Information screen displays information such as the system’s serial number and software version. To view the System Information screen: 1.

  • Page 29: Admin Settings

    General Settings System Settings System Settings allow you to give a name to your QSX (e.g.- You may want to name it “Pebble Beach Conference Room” if that’s where the unit will be located). You can also set Low Profile Signaling Protocols (LPSP) based on your expected usage of the QSX system.

  • Page 30: Password

    To configure security settings: 1. Log on to the QSX Admin Web as described on 2. Go to Admin Settings > General Settings > Security. Configure these settings: Settings Enable Remote Access (default: FTP enabled, Telnet enabled) AES Encryption (default: disabled)

  • Page 31: Location

    Note: If the QSX is in Idle or Preview mode and there is no H.323 connection (i.e.- only web viewers are accessing content), you can reset the password and clear all web viewer connections by holding the Info button down on the QSX 400 for more than 4 seconds.

  • Page 32: Serial Port

    (default: Auto) Time Server Address Serial Port The QSX system provides an RS-232 serial port for configuring a static IP address. The QSX system is configured as DCE (Data Communications Equipment). To configure serial port settings: 1. Log on to the QSX Admin Web as described on 2.

  • Page 33: Bandwidth

    RS-232 Flow Control Bandwidth One of the primary variables that can affect the quality of a QSX-based content sharing session is bandwidth. Different participants may be connected at different speeds. Alternately, the total available bandwidth may not be sufficient for all participants to use the maximum transmit and receive rates.
  • Page 34 Send state (yellow or green light, respectively, on the Content Controller), the changes will not immediately take effect. The QSX will need to be cycled through the Idle state, then back to Preview. It is recommended that you make bandwidth changes while the QSX is in Idle.

  • Page 35: Video Network/Ip Network

    IP network service provider or system administrator. To configure H.323 settings: 1. Log on to the QSX Admin Web as described on 2. Go to Admin Settings > Video Network > IP Network > H.323 Settings. 3. Configure these settings: Settings Enable H.239...

  • Page 36: Firewall

    Firewall To make meeting content accessible to web viewer participants outside of your LAN, your QSX system must have an external IP addressed assigned to it by a network administrator. The Meeting Web Address (External IP) displayed on the Info screen is the Meeting Web Address that web viewer participants must use if they are outside the firewall.

  • Page 37: Global Services

    2. Go to Admin Settings > Global Services > Management Servers to view the server information. My Information If your system is managed by GMS, you can configure the QSX system so that users can request help from the GMS administrator. To configure Global Management contact information: 1.

  • Page 38: Lan Properties

    LAN Properties To configure LAN properties: 1. Log on to the QSX Admin Web as described on 2. Go to Admin Settings > LAN Properties. 3. Configure these settings: Setting Host Name (default: serial number) IP Address (default: Obtain IP address automatically)

  • Page 39: Graphics Display

    The QSX system supports various resolutions and refresh rates for VGA input and output. QSX Output Scaling option allows the user to scale down the content that the QSX sends to other devices. This content can be scaled to a specified resolution in order to optimize transmission.

  • Page 40: Diagnostics

    Call Summary gives you a summary of the calls that have been placed on a particular QSX unit. You will be able to see the amount of time you were in the last call, how many calls the QSX has participated in, which ones were IP calls and how many of those there were.

  • Page 41: Network Statistics

    QSX meetings. This additional information includes Audio & Video rates with regard to speed, frames, packets lost and jitter. The information can assist in understanding the health of the network, the QSX system as well as serving as an important troubleshooting tool.

  • Page 42: Keeping Your Software Current

    6. Enter the following command to restart the QSX system without a password: quote boot Now you can log in to the QSX Admin Web with a blank password and set a new password. Viewing Call Details QSX system meeting participants can view some information about the current call on the Info screen.

  • Page 43: Restarting The System

    1. Log on to the QSX Admin Web as described on 2. Click Diagnostics > Restart System. 3. Click the Restart System button. You can also restart the system by unplugging power from QSX system and plugging it back in. Page...

  • Page 44: Status Alerts

    Corrective Action No corrective action required. You can participate in the audio call and wait for another QSX system to disconnect or join the meeting as a web viewer. Make sure Ethernet cable is firmly connected into QSX. Make sure that the VGA cable or content controller cable is firmly connected to the QSX system and your computer.
  • Page 45 Enable Java plug in by going to control panel on your Windows PC or download Plug in from www.java.sun.com/products/plugin/downloads/index.html You can participate in the audio call and wait for another web viewer participant to disconnect. Close browser and try again.

  • Page 46: General Troubleshooting

    How to Contact Technical Support If you are not able to make test calls successfully and you have verified that the equipment is installed and set up correctly, contact Polycom Technical Support by telephone or Internet as described below. Problem The system is not connected correctly.

  • Page 47: By Telephone

    Responsibility for loss or damage does not transfer to Polycom until the returned item is received by Polycom. The repaired or replaced item will be shipped to Customer, at Polycom's expense, not later than thirty (30) days after Polycom receives the defective product, and Polycom will retain risk of loss or damage until the item is delivered to Customer.

  • Page 48: Safety And Legal Notices

    Authorized Reseller for information about support and service agreements applicable to your product. For information on Polycom service, go to the Polycom web site www.polycom.com, products and services menu, or call 1-800-765-9266, outside the US call 1-408-526-9000, or your local Polycom Office, as listed on the Polycom Web site.

  • Page 49: License Restrictions

    Sublicense Agreement without Polycom’s prior consent. Title to all Subject Programs shall at all times remain and vest solely with Polycom, Inc. and its licensors. Buyer acknowledges Polycom’s claim that the Subject Programs are its trade secret and confidential property, and shall treat them as such.

  • Page 50: Eea Regulatory Notices

    This system has been marked with the CE mark. This mark indicates compliance with EEC Directives 89/336/EEC and 73/23/EEC. A full copy of the Declaration of Conformity can be obtained from Polycom Ltd., 270 Bath Road, Slough UK SL1 4DX, Mains Powered POTS Voice Telephony Without Emergency 000 Dialing...
  • Page 51 Underwriters Laboratories Statement The system is intended to be powered only by the supplied power supply unit. Special Safety Instructions Follow existing safety instructions and observe all safeguards as directed. Installation Instructions Installation must be performed in accordance with all relevant national wiring rules. Plug Acts as Disconnect Device The socket outlet to which this apparatus is connected must be installed near the equipment and must always be readily accessible.

  • Page 52: Appendix A - Bandwidth Considerations In Qsx

    This flowchart assumes that you are starting with an idea of how you want to use the QSX (e.g.- in a Stand Alone mode to share content with web viewers only or in a mixed environment with other QSX units and web viewers). It also assumes you have a general idea of the bandwidth that you have available.

  • Page 53: Additional Information

    In the Time Sharing mode, current images will be uploaded to participating web viewers on a rotating basis. For example, if 32Kbps is available for web viewing and there are three (3) web viewers connected to the QSX, they will, in turn, use the full 32kbps to upload images.

  • Page 54: Bandwidth Sharing

    128kbps-384kbps. In order to configure the Time Sharing option, follow these steps: 1. Log on to the QSX Admin Web as described on 2. Go to Table of Contents. 3. Go to Admin Settings > Table of Contents > General Settings > Bandwidth.

  • Page 55: Load Balancing

    QSX will also determine if the second QSX unit has NAT enabled. In this situation, if load balancing is enabled in Time Sharing mode and the QSX has no more than 64Kbps of bandwidth left from the H.323 connection, it will redirect a web viewer to the other QSX.

  • Page 56: Appendix B - Additional Web Viewer Information

    If the Web Viewer Cascading option is selected, web viewers can directly login to a QSX which is receiving content rather than being required to login directly to the presenting QSX or MCU. This allows you to connect up to 10 web viewers to each QSX participating in a meeting.

  • Page 57: Web Viewing In A Video Environment

    If the QSX is connected to a Polycom VSX8000, VSX7000s or a VSX7000e with Visual Concert, web viewers without video capability can still receive content in a video environment. In order to do so, they can login directly to the QSX and receive content. An example of this type of scenario is shown below.

  • Page 58: Web Viewer Load Balancing

    QSX receiving content when bandwidth limitations are reached. The most common scenario where this happens is when a QSX is both the MCU and the presenter to additional QSX units as well as web viewers. In this situation, it may allocate all bandwidth to the QSX units, leaving none for the web viewers.

  • Page 59: Additional Web Viewer Notes

    Note: If you are trying to share content between two QSX units that are on either side of a firewall (or two firewalls if one QSX is inside of one corporation’s firewall and the other is inside another corporation’s firewall), you will need to use manual IP dialing as described on Page 12.

  • Page 60: Appendix C - Technical Specifications

    Page 33 or Appendix A for more detail. Maximum Bandwidth Requested in Unlimited Bandwidth Environment • H.323 link to other QSX appliances or Polycom video systems: Up to 1 Mbps • HTTP link to each Web viewer up to 1 Mbps Other Bandwidth Configuration Options (set via Admin Web page) •...

  • Page 61: Multipoint Capabilities

    Multipoint Capabilities Internal Multipoint Features • Up to 10 Web viewers using embedded web server • Up to four additional connections to other QSX or VSX units with embedded H.323 MCU. Automatic Connect Feature for QSX to QSX meetings • Requires wired analog Polycom conference phone connected to QSX •...

  • Page 62: Resolution

    • 3 ft. VGA in cable to connect presenting computer to controller (cable included) SoundStation VTX 1000 Softkeys (optional - for QSX 300) • Share button and Info button appear on phone LCD • No need for Content Controller. • QSX 300 ships with standard VGA cable to connect computer to QSX.

  • Page 63: Web Viewer Requirements

    Browsers • Internet Explorer 6.0 and higher - Windows 2000 and XP QSX 400 – For general use as stand-alone system or connected to any wired, analog Polycom conference phone except for the SoundStation VTX 1000*. Ships with Content Controller UI.

  • Page 64: Appendix D-Additional Resolution & Graphics Display Information

    1024 x 768 1280 x 1024 In this table, if you wish to scale VGA output of the QSX from, for example, 1024x768 to 800x600, the resulting scale will be 800x600. Note: If the resolution of the VGA Output is configured at 1280x1024, the images will automatically be scaled to 1024x768 for transmission.

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