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Polycom RMX 2000 Getting Started Manual

Polycom rmx™ 2000/4000
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Polycom RMX™ 2000/4000
Getting Started Guide
Version
5.0 |
November 2009
|
DOC2517A

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Summary of Contents for Polycom RMX 2000

  • Page 1 Polycom RMX™ 2000/4000 Getting Started Guide Version 5.0 | November 2009 DOC2517A...
  • 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

    CE Mark R&TTE Directive Commission (FCC) Part 15: Class A Statement. This equipment has Polycom Inc., declares that the Polycom RMX™ been tested and found to comply with the limits for a 2000 is in conformity with the following relevant...
  • Page 4 Regulatory Notices Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07...

  • Page 5: Table Of Contents

    Polycom RMX 2000 Getting Started Guide Table of Contents System Overview ......1-1 RMX 2000/4000 ..................
  • Page 6 Settings on the USB Key ..............2-7 Hardware Installation and Setup ............2-8 Installing the RMX 2000 ..............2-8 Mounting the RMX 2000 in a Rack ........2-8 Connecting Cables on the RMX 2000 ........2-9 Installing the RMX 4000 ............... 2-10 Mounting the RMX 4000 in a Rack ........
  • Page 7 Polycom RMX 2000 Getting Started Guide MCU State ................3-8 Address Book .................. 3-9 Displaying and Hiding the Address Book ......3-10 Conference Templates ..............3-10 Displaying and Hiding Conference Templates ....3-10 Customizing the Main Screen ............. 3-11 Customizing the RMX Management Pane ......3-12 Starting a Conference ................
  • Page 8 Table of Contents Monitoring Ongoing Gateway Sessions ......3-45 Participant Level Monitoring ............3-46 Participant Connection Monitoring ........3-46 Operations Performed During On Going Conferences ....3-50 Conference Level operations ............3-50 Changing the Duration of a Conference ......3-50 Adding Participants from the Address Book ....

  • Page 9: System Overview

    RMX 2000/4000 Administrator’s Guide included with the system. Unless specified differently, all screen captures, Diagrams and Figures included in this guide apply to both RMX 2000 and RMX 4000. RMX 2000/4000 The Polycom RMX 2000/4000 Multipoint Control Unit (MCU) is a high performance, scalable, IP-network (H.323 and SIP) and ISDN/PSTN...
  • Page 10 Internet architecture and the smooth operation of the Internet. ISDN Endpoints PSTN Phones E1/T1 PRI Lines RMX 2000/4000 RMX Web Client Endpoints IP Phone Figure 1-1 Multipoint Video Conferencing using a Polycom RMX 2000/4000...
  • Page 11 Polycom RMX 2000/4000 Getting Started Guide The Polycom RMX 2000/4000 unit is controlled via the LAN, by the RMX Web Client application, using Internet Explorer installed on the user’s workstation. In the RMX 2000, RMX management and IP conferencing are performed via a single LAN port.

  • Page 12: Rmx Main Features

    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.
  • Page 13 Polycom RMX 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.

  • Page 14: High Definition Video Switching

    Chapter 1-System Overview • Presentation Mode - When the speaker’s presentation extends beyond a predefined time, he/she becomes the current lecturer and the conference switches to Lecture Mode High Definition Video Switching In High Definition Video Switching (HD VSW) mode all participants see the same video picture (full screen).

  • Page 15: Operator Conference

    Polycom RMX 2000/4000 Getting Started Guide HD VSW mode conferencing is defined by: • Conference Profile settings: — Line Rate – Up to 6Mb. All participants must connect at the same line rate. — Resolution – HD720 or HD1080. •...

  • Page 16: Ivr-Enabled Conferencing

    Chapter 1-System Overview IVR-Enabled Conferencing Interactive Voice Response (IVR) is a software module that automates the connection process and lets participants perform various operations during ongoing conferences. The participants use their endpoints’ keypads and remote control to interact with the conference’s menu-driven scripts using DTMF codes.

  • Page 17: Scheduled Conferencing / Reservations

    Polycom RMX 2000/4000 Getting Started Guide • Meeting Rooms – set up once, use many times. Meeting Rooms are saved in memory (using no resources) and can be activated as many times as needed. • Ad Hoc Entry Queue – no setup, a new conference can be created when a user dials in and enters a conference ID that is not being used by an existing conference or Meeting Room.

  • Page 18: Security

    • Limiting the maximum number of users that can connect to the system Conference Management and Monitoring Features The Polycom RMX 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.

  • Page 19: Card Configuration Modes

    Two Card Configuration Modes are supported: • MPM Mode – Supported with MPM cards on the current, and all previous RMX versions. Applicable to RMX 2000 only. • MPM+ Mode – Supported from Version 4.0, with MPM+ cards installed in the RMX. It offers: —...

  • Page 20: Workstation Requirements

    Web Browser - Microsoft® Internet Explorer® Version 6 or higher. .Net Framework 2.0 is required and installed automatically. If ActiveX installation is blocked please see the RMX 2000/4000 Administrator’s Guide, "ActiveX Bypass” on page 16-88. When installing the RMX Web Client, Windows Explorer >Internet Options>...

  • Page 21: First Time Installation And Configuration

    First Time Installation and Configuration First Time Installation and Configuration of the Polycom RMX 2000/4000 consists of the following procedures: Preparations Preparations: — Gather Network Equipment and Address Information - get the information needed for integrating the RMX into the local Hardware network.

  • Page 22: Preparations

    Fast Configuration Wizard in the RMX Web Client. For more information, see the RMX 2000/4000 Administrator’s Guide, ”Configuring Direct Connections to RMX” on page G-1. Default IP Service (Conferencing Service) The Default IP Service (Conferencing Service) is used to configure and manage communications between the RMX and conferencing devices.

  • Page 23: Ip Network Services Required Information

    Polycom RMX 2000/4000 Getting Started Guide IP Network Services Required Information When installing an RMX unit, these default IP addresses must be modified to your local network settings. Therefore it is important that before powering the RMX unit up for the first time, that you obtain the information needed to complete the Local Network Settings section of the table from your network administrator.

  • Page 24: Isdn/Pstn Services

    Chapter 2-First Time Installation and Configuration Table 2-1 Network Equipment and Address Information (Continued) Parameter Factory Default Local Network Settings 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 25: Unpacking The Rmx

    When you receive the RMX 2000 packing case, inspect the equipment for damage and verify that the components match the packing slip. Open the top cover of the RMX 2000 packing case and make sure that the Installation Accessories kit contains the power cables and a USB Key.
  • Page 26 Chapter 2-First Time Installation and Configuration Remove the boxes and top Stratocell® and open the anti-static plastic bag wrapping the RMX. Holding the handle on each side, lift the RMX 4000 from the box, and place it on a flat surface or in a rack. Remove any packaging material prior to positioning the RMX 4000.

  • Page 27: Modifying The Factory Default Management Network Settings On The Usb Key

    Polycom RMX 2000/4000 Getting Started Guide Modifying the Factory Default Management Network Settings on the USB Key The USB key contains a text file, lan.cfg, which holds the factory default IP address parameters. These parameters must be modified to your local network settings using the LAN Configuration Utility, also on the USB key.

  • Page 28: Hardware Installation And Setup

    Chapter 2-First Time Installation and Configuration Hardware Installation and Setup The RMX 2000 unit should be mounted in a 19”rack in a well ventilated area. The RMX 4000 unit can be mounted in a 19” or 23”rack in a well ventilated area.

  • Page 29: Connecting Cables On The Rmx 2000

    Polycom RMX 2000/4000 Getting Started Guide • Using a shelf – Install the shelf, supplied by the rack manufacturer, in the rack. Mount the RMX on the shelf. Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets.

  • Page 30: 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 in the RMX’s front mounting brackets.

  • Page 31: Connecting The Rmx 4000 To The Power Sources

    Polycom RMX 2000/4000 Getting Started Guide Connecting the RMX 4000 to the Power Sources The size of the protective earthing conductor & cable should be a minimum of 10AWG. Connect the following power cables to the RMX 4000 back panel:...
  • Page 32 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 -48V IN terminal block and the red wire to the -48V RTN terminal block. •...

  • Page 33: Connecting Cables On The Rmx 4000

    Polycom RMX 2000/4000 Getting Started Guide If the unit is rack mounted, the single-point ground on the MCU must be connected to the rack with a single conductor and fixed as to prevent loosening. When using bare conductors, they must be coated with an appropriate antioxidant compound before crimp connections are made.

  • Page 34: First Entry Power-Up And Configuration

    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. Hardware Connection to MCU. Installation Modifying the Default IP and ISDN/PSTN Service Settings (Fast Configuration Wizard).

  • Page 35: 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://portal.polycom.com Login with your Email Address and Password or register as a new user.
  • Page 36 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 37: Procedure 4: Modifying The Default Ip Service And Isdn/Pstn Network Service Settings

    The IP Management Service tab in the Fast Configuration Wizard is enabled only if the factory default Management IP addresses were not modified. On the RMX 2000 and RMX 4000, IPv4 is the default protocol for setting the Network Service in the Fast Configuration Wizard.

  • Page 38: Fast Configuration Wizard

    Chapter 2-First Time Installation and Configuration Fast Configuration Wizard Enter the required IP information in the dialog box. RMX 2000 RMX 4000 Table 2-3 Fast Configuration Wizard – IP Signaling Field Description Network Service The name Default IP Service is assigned to the IP Name Network Service by the Fast Configuration Wizard.
  • Page 39 Polycom RMX 2000/4000 Getting Started Guide Table 2-3 Fast Configuration Wizard – IP Signaling (Continued) Field Description Signaling Host Enter the address to be used by IP endpoints when IP Address dialing in to the MCU. Dial out calls from the RMX are initiated from this address.
  • Page 40 Chapter 2-First Time Installation and Configuration Table 2-4 Fast Configuration Wizard – Routers Field Description Default Router Enter the IP address of the default router. IP Address Click Next. Enter the required DNS information in the dialog box. Table 2-5 Fast Configuration Wizard –...
  • Page 41 Polycom RMX 2000/4000 Getting Started Guide Table 2-5 Fast Configuration Wizard – DNS (Continued) Field Description Register Host Select this option to automatically register the MCU Names Signaling Host and Shelf Management with the DNS Automatically to server. DNS Server...
  • Page 42 Chapter 2-First Time Installation and Configuration 10 Enter the required Gatekeeper information in the dialog box. Table 2-6 Fast Configuration Wizard – Gatekeeper Field Description Gatekeeper Select Specify to enable configuration of the gatekeeper IP address. When Off is selected, all gatekeeper options are disabled.
  • Page 43 Polycom RMX 2000/4000 Getting Started Guide Table 2-6 Fast Configuration Wizard – Gatekeeper (Continued) Field Description Aliases Alias The alias that identifies the RMX’s Signaling Host within the network. Up to five aliases can be defined for each RMX. Note: When a gatekeeper is specified, at least one prefix or alias must be entered in the table.
  • Page 44 Chapter 2-First Time Installation and Configuration 13 Enter the required SIP Server information in the dialog box. Table 2-7 Fast Configuration Wizard – SIP Server Field Description SIP Server Select: • Specify – to manually configure SIP servers. • Off – if SIP servers are not present in the network.
  • Page 45 Polycom RMX 2000/4000 Getting Started Guide Table 2-7 Fast Configuration Wizard – SIP Server (Continued) Field Description Transport Type The following protocols are supported: (cont.) • TLS 1.0 • SSL 2.0 • SSL 3.0. 14 Click Next. Enter the required Security information in the dialog box.
  • Page 46 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.
  • Page 47 Polycom RMX 2000/4000 Getting Started Guide 17 Define the following parameters: Table 2-9 Fast Configuration Wizard – ISDN Service Settings Field Description Network Service Specify the service provider’s (carrier) name or Name any other name you choose, using up to 20 characters.
  • Page 48 Chapter 2-First Time Installation and Configuration The PRI Settings dialog box opens. 19 Define the following parameters: Table 2-10 Fast Configuration Wizard – PRI Settings Field Description Default Num Type Select the Default Num Type from the list. The Num Type defines how the system handles the dialing digits.
  • Page 49 Polycom RMX 2000/4000 Getting Started Guide Table 2-10 Fast Configuration Wizard – PRI Settings (Continued) Field Description Num Plan Select the type of signaling (Number Plan) from the list according to information given by the service provider. Default: ISDN Note: For E1 spans, this parameter is set by the system.
  • Page 50 Chapter 2-First Time Installation and Configuration 21 Define the following parameters: Table 2-11 Fast Configuration Wizard – Spans Definition Field Description Framing Select the Framing format used by the carrier for the network interface from the list. • For T1 spans, default is SFSF. •...
  • Page 51 Polycom RMX 2000/4000 Getting Started Guide 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 Fast Configuration Wizard – Add Phone Numbers...
  • Page 52 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.
  • Page 53 Polycom RMX 2000/4000 Getting Started Guide — Slot – the MPM card that the ISDN RTM card is connected to (MPM 1 or MPM 2). — Service – the ISDN/PSTN Network Service to which the span is assigned. — Clock Source – indicates if ISDN signaling synchronization is being supplied by the Primary or Secondary clock source.
  • Page 54 Conference that the user can enter when ID Length manually assigning a Numeric (User) ID to a conference. Range: 2-16 (Default: 8) MCU Display The MCU name is displayed on the endpoint’s screen. Name Default name: Polycom RMX 2000/4000 2-34...
  • Page 55 These flags can be modified later, if required, by selecting the System Configuration option from the Setup menu. For more information, see the RMX 2000/4000 Administrator’s Guide, ”System Configuration” on page 16-10. 33 Click Save & Close. The RMX confirms successful configuration.

  • Page 56: User Definition

    On the RMX menu, click Setup > Multilingual Setting. Click the check boxes of the languages to appear in the Login screen of the RMX Web Client. For more information see the RMX 2000/4000 Administrator’s Guide ”Multilingual Setting” on page 16-70.

  • Page 57: Rmx's Default Conferencing Settings

    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. 2-37...
  • Page 58 Network Service. It must be manually assigned to enable ISDN or PSTN participant connections to this Entry Queue. For more information, see the RMX 2000/4000 Administrator’s Guide, ”ISDN/ PSTN Network Services” on page 11-42. 2-38...

  • Page 59: Customizing The Rmx's Default Conferencing Settings

    IVR Service or Entry Queue IVR Service. These services must be assigned to the appropriate conference profile or Entry Queue. For more information, see the RMX 2000/4000 Administrator’s Guide, ”IVR Services” on page 13-1. •...
  • Page 60 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. For more information, see the RMX 2000/4000 Administrator’s Guide, ”Address Book” on page 5-1. •...

  • Page 61: Basic Operation

    Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferences • Monitoring and managing participants and endpoints as individuals or groups. — Participant – A person using an endpoint to connect to a conference.
  • Page 62 Installer 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 63: Rmx Web Client Screen Components

    You can Login as a user with Chairperson, Operator or Administrator authorization. Your authorization level determines your viewing and system functions. For more information see the RMX 2000/4000 Administrator’s Guide, "Users, Connections and Notes” on page 11-1. The Administrator’s view is shown below:...

  • Page 64: Viewing And System Functionality Permissions

    Solve Basic Problems  Modify MCU Configuration In addition to Chairpersons, Operators and Administrators, an Auditor is a user type that can view Auditor Files and audit the system. For more information see the RMX 2000/4000 Administrator’s Guide "Auditor” on page 16-78.

  • Page 65: Conferences List

    Polycom RMX 2000/4000 Getting Started Guide Conferences List If you are logged in as a user with Operator or Administrator permissions: The Conferences pane lists all the conferences currently running on the MCU along with their Status, Conference ID, Start Time and End Time data.

  • Page 66: List Pane

    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. Total number of participants RMX Management The RMX Management pane lists the entities that need to be configured to Viewing Permissions enable the RMX to run conferences.

  • Page 67: System Alerts

    Polycom RMX 2000/4000 Getting Started Guide 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.

  • Page 68: Mcu State

    System Alert is generated. The default port usage threshold is 80% and it can be modified by the system administrator. For more information, see the RMX 2000/ 4000 Administrator’s Guide, "Port Usage Gauges” on page 16-54.

  • Page 69: Address Book

    Polycom RMX 2000/4000 Getting Started Guide 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. All RMX users can, however, view and use the Address Book to assign participants to conferences.

  • Page 70: Displaying And Hiding The 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.

  • Page 71: Customizing The Main Screen

    Polycom RMX 2000/4000 Getting Started Guide Clicking the tab opens the Conference Templates list pane. Delete Template Start Template Click to hide the Conference Templates List Schedule Template New Template List of Saved Templates Number of Saved Conference Templates Hide the Conference Templates list pane by clicking the anchor pin ( ) button in the top right corner of the pane.

  • Page 72: Customizing The Rmx Management Pane

    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. symbol appears in the column heading indicating that the list is sorted by this field, as well as the sort order.
  • Page 73 Polycom RMX 2000/4000 Getting Started Guide You can move items between the Frequently Used and Rarely Used sections depending on the operations you most commonly perform and the way you prefer to work with the RXM Web Client. This only works in List view because in Toolbar view, all items are represented by icons.

  • Page 74: Starting A Conference

    — A Meeting Room is a conference that is saved on the MCU. It remains in passive mode until it is activated by the first participant, or the meeting organizer, dialing in. For more information about Meeting Rooms, see the RMX 2000/4000 Administrator’s Guide, "Meeting Rooms” on page 3-1. •...

  • Page 75: Starting A Conference From The Conferences Pane

    Polycom RMX 2000/4000 Getting Started Guide 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 76: General Tab

    Chapter 3- Basic Operation General Tab Define the following parameters: Table 3-2 New Conference – General Options Field Description Display Name The Display Name is the conferencing entity name in native language character sets to be displayed in the RMX Web Client. In conferences, Meeting Rooms, Entry Queues and SIP factories the system automatically generates an ASCII name for the Display Name field that can be...
  • Page 77 Polycom RMX 2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description Routing Name 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 78 Chapter 3- Basic Operation Table 3-2 New Conference – General Options (Continued) Field Description Conference Enter a password to be used Password by participants to access the conference. If left blank, no These fields are password is assigned to the numeric and have conference.
  • Page 79 Polycom RMX 2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description Maximum Number Indicate the total number of participants that can be of Participants connected to the conference. The automatic setting indicates that the maximum number of participants that can be connected to the MCU is determined according to resource availability.

  • Page 80: Participants Tab

    Chapter 3- Basic 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 Click the Participants tab.
  • Page 81 Polycom RMX 2000/4000 Getting Started Guide The following table describes the information displayed in the Participants List and the operations that can be performed. Table 3-3 New Conference – Participants Tab Column / Button Description Participants List Name A Unicode field that displays the participant’s name and an icon representing the endpoint type: Audio Only or Video.
  • Page 82 Column / Button Description Buttons Click to define a new participant. For more information, see the RMX 2000/4000 Administrator’s Guide, "Adding a new participant to the Address Book Directly” on page 5-4. Remove Click to remove the selected participant from the conference.
  • Page 83 Polycom RMX 2000/4000 Getting Started Guide details, see "Adding Participants from the Address Book” on page 3-51. 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 84: Information Tab

    Chapter 3- Basic Operation 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 85 Polycom RMX 2000/4000 Getting Started Guide 11 Enter the following information: Table 3-4 New Conference – Info Options Field Description Info1, 2, 3 There are three information fields that allow you to enter general information for the conference such as company name, contact person etc.

  • Page 86: Starting A Reservation

    Chapter 3- Basic Operation Starting a Reservation To start a conference from the Reservation Calendar: In the RMX Management pane, click the Reservation Calendar button ( The Reservation Calendar is displayed. Click the New Reservation ( ) button. 3-26...
  • Page 87 Polycom RMX 2000/4000 Getting Started Guide 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. If Enable ISDN/PSTN Dial-in option is selected, either enter a dial-in...

  • Page 88: Starting An Ongoing Conference From A Template

    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” on page 6-1. Starting an Ongoing Conference From a Template An ongoing conference can be started from any Conference Template saved in the Conference Templates list.
  • Page 89 If an ongoing conference, Meeting Room or Entry Queue with the same Display Name, Routing Name or ID already exist in the system, the conference will not be started. For detailed description of Conference Templates, see RMX 2000/4000 Administrator’s Guide, "Conference Templates” on page 8-1. 3-29...

  • Page 90: Connecting To A Conference

    Chapter 3- Basic Operation Connecting to a Conference Direct Dial-in Direct dial-in connection to conferences and Meeting Rooms is available to IP endpoints only. Participants must be provided with a dialing string which can vary according to the network type, conference password and chairperson password.

  • Page 91: H.323 Participants

    Polycom RMX 2000/4000 Getting Started Guide 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 1001 Conference Name Maple_Room  The participant dials...

  • Page 92: Entry Queue Access

    Chapter 3- Basic Operation 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. ISDN/ PSTN Endpoint Maple Room...

  • Page 93: Sip Participants

    Polycom RMX 2000/4000 Getting Started Guide H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct Conference ID of destination conference to the initial dial string: Gatekeeper Prefix][EQ ID][##Destination Conference ID] Example: Conference ID 1001  H.323 participants dial 9251000##1001 H.323 participants can also bypass the conference IVR voice messages by...

  • Page 94: Dial-Out Participants

    Chapter 3- Basic Operation Dial-in ISDN and PSTN participants dial one of the dial-in numbers assigned to the Entry Queue, including the country and area code (if needed). They are routed to their conference according to the conference Example: Entry Queue ID 1000 Assigned Dial-in number 9251000...

  • Page 95: Text Indication In The Video Layout

    Polycom RMX 2000/4000 Getting Started Guide Text Indication in the Video Layout Endpoint Names During conferences you can view the names of the endpoints that are connected to the conference in your endpoint’s video layout windows. The MCU can display up to 33 characters of the endpoint’s name, depending on the window’s layout (size).
  • Page 96 Chapter 3- Basic Operation — For a SIP undefined participant: • 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. — For a defined H.320 participant: •...
  • Page 97 Polycom RMX 2000/4000 Getting Started Guide The Participant Properties – Media Sources dialog box opens: Enter the new Display Name in the Name field. Click OK. 3-37...

  • Page 98: Text Indication

    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.

  • Page 99: Transparent Endpoint Names

    For more information, see the RMX 2000/4000 Administrator’s Guide, "Closed Captions” on page 2-28. Closed Captions option is enabled by a system flag in the system configuration. For more details about system flags, see the RMX 2000/4000 Administrator’s Guide, "System Configuration” on page 16-10. 3-39...

  • Page 100: Monitoring Ongoing Conferences

    Maximum number of participants (voice and video)in a conference: RMX 2000 MPM Mode: 80. RMX 2000 MPM+ Mode: 200. Of these, 80 can be video participants. RMX 4000: 800. Of these, 160 can be video participants. Operation Selection...

  • Page 101: Multi Selection

    Polycom RMX 2000/4000 Getting Started Guide 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 sub-lists can be expanded and collapsed by clicking the sublist control buttons that appear next to the conference name in the sublist headings.

  • Page 102: Conference Level Monitoring

    Chapter 3- Basic Operation The Conferences list is refreshed and ongoing conferences with the requested password are displayed. Conference Level Monitoring Conference level monitoring is available to the administrator, operator and chairperson. The Conference List pane displays information about ongoing conferences. Status One or more of the status indicators listed in Table 3-5 may appear in the Status column.
  • Page 103 Polycom RMX 2000/4000 Getting Started Guide One or more of the status indicators listed in Table 3-5 may appear in the Status column. Table 3-5 Conferences – Monitoring Information Field Description Name Displays conference name and type of conference: •...
  • Page 104 Chapter 3- Basic Operation Table 3-5 Conferences – Monitoring Information (Continued) Field Description Start Time Conference start time. End Time The time the conference is expected to end. Dial in Number(1) The Conference dial in number for ISDN/PSTN participants. Additional information about the conference can be viewed when accessing the conference properties.

  • Page 105: Secured Conference Monitoring

    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 2000/4000 Administrator’s Guide, "Conference Level Monitoring” on page 9-3. 3-45...

  • Page 106: Participant Level Monitoring

    Chapter 3- Basic 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 3-6 Participant Monitoring – Indicators and Properties Column Icon/Description Name...
  • Page 107 Polycom RMX 2000/4000 Getting Started Guide Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Status (cont.) Secondary Connection – The endpoint’s video channel cannot be connected to the conference and the participant is connected only via audio.
  • Page 108 Chapter 3- Basic Operation Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Dialing Dial-in – The participant dialed the conference. Direction Dial-out – The MCU dialed the participant. Audio Displays the status of the participant’s audio channel. If the participant’s audio is connected and the channel is neither muted nor blocked, no indication is displayed.
  • Page 109 For more information, see the RMX 2000/4000 Administrator’s Guide, "H.239” on page 2-12. For more information, see the RMX 2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 9-14. 3-49...

  • Page 110: Operations Performed During On Going Conferences

    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.

  • Page 111: Adding Participants From The Address Book

    Polycom RMX 2000/4000 Getting Started Guide 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.

  • Page 112: Moving Participants

    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: •...
  • Page 113 Polycom RMX 2000/4000 Getting Started Guide When selected, the Move to Conference dialog box opens, letting you select the name of the destination conference. — Back to Home Conference - if the participant was moved to another conference or to the Operator conference, this options moves the participant back to his/her source conference.

  • Page 114: Saving An Ongoing Conference As A Template

    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.
  • Page 115 Polycom RMX 2000/4000 Getting Started Guide To change the video layout of a conference: In the Conference Properties dialog box, select Video Settings. Video Video Layout Options Selected Layout If Auto Layout check box is selected, clear it. From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK.

  • Page 116: Video Forcing

    Chapter 3- Basic Operation Video Forcing Users with Chairperson or Operator permission can select which participant appears in each of the video layout windows using Video Forcing. When a participant is forced to a layout window, switching between participants is suspended for that window and only the assigned participants is viewed.
  • Page 117 Polycom RMX 2000/4000 Getting Started Guide In the window to which you want to force a participant, select the participant’s name from the list of conference participants. List of Conference Participants Selected Layout Video Windows Repeat step 3 to force participants to other windows.

  • Page 118: Enabling And Disabling Video Clarity

    Chapter 3- Basic Operation Enabling and Disabling Video Clarity™ The user can enable or disable Video Clarity™ during an ongoing conference. To enable or disable Video Clarity: In the Conference List pane, double-click the name of the conference for which you want to enable or disable Video Clarity right-click the conference name and then click Conference Properties.

  • Page 119: Participant Level Operations

    Polycom RMX 2000/4000 Getting Started Guide 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 Participant Level Operations Menu Button Description Option Define a new participant.For more information about...
  • Page 120 Chapter 3- Basic Operation Table 3-7 Participant Level Operations (Continued) Menu Button Description Option Suspend Suspend the video transmission from the participant Video to the conference. The suppressed participant’s video is not transmitted to the conference but the participant still receives conference video. The Suspend Video indicator appears in the Participants List and the Resume Video button ( becomes active.
  • Page 121 Enable AGC for the participant with weak audio signal (Auto Gain during ongoing conferences. Control) Note: Enabling AGC may result in amplification of background noise. Participant To view all Participant Properties. Properties For more information, see the RMX 2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 9-14. 3-61...

  • Page 122: Personal Layout Control With The Rmx Web Client

    Chapter 3- Basic Operation Personal Layout Control with the RMX Web Client Video RMX users can use the RMX Web Client to the change the Layouts of individual participants and force participants to its windows without Video affecting the Layouts of other participants. 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.

  • Page 123: Personal Layout Selection With Click&View

    To change Personal Layout with Click&View: 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 must be entered to enable the remote DTMF keypad. The full Click&View entry sequence is:...
  • Page 124 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...

  • Page 125: Conference Control Using Dtmf Codes

    Conference IVR Service assigned to the conference. For more information, see the RMX 2000/4000 Administrator’s Guide, "Defining a New Conference IVR Service” on page 13-9. To use the DTMF codes to control the conference, the DTMF input must be first enabled on the endpoint remote control (for example, entering #).
  • Page 126 Chapter 3- Basic Operation Table 3-9 Conference IVR Service Properties - DTMF Codes Operation DTMF String Permission Individual help Conference help Chairperson Mute My Line Unmute My Line Increase Broadcast Volume Decrease Broadcast Volume Mute All Except Me Chairperson Cancel Mute All Except Me Chairperson Change Password Chairperson...

  • Page 127: Requesting Help

    Polycom RMX 2000/4000 Getting Started Guide Table 3-9 Conference IVR Service Properties - DTMF Codes Operation DTMF String Permission Unsecure Conference Chairperson Show Participants 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 128 Chapter 3- Basic Operation 3-68...
  • Page 129 Appendix A Glossary This appendix lists the terms and abbreviations that are related to the Polycom RMX 2000/4000, and are commonly used in the RMX 2000 documentation Abbreviation/ Explanation Term Auto Gain Control. A mechanism that regulates noise and audio volume by keeping the received signal of all participants balanced.

  • Page 130: Appendix A-Glossary

    Appendix A-Glossary Abbreviation/ Explanation Term Basic Rate Interface. A type of ISDN connection for transiting data, consisting of 3 channels: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps). Carrier A telephone or other company that provides telecommunication transmission services. CIF, 4CIF, QCIF Common Intermediate Format, an optional part of the ITU-T's H.261 and H.263 standards.
  • Page 131 Polycom RMX 2000/4000 Getting Started Guide Abbreviation/ Explanation Term DTMF Dual Tone Multi Frequency. A system of coded signals used by touch-tone telephones in which a specific sound, frequency or tone is assigned to each key so that the signal can be easily recognized by a computer. The codes enable data input and control of voice-processing systems.
  • Page 132 384 Kbps. This standard is not supported by all codecs. H.264* A proprietary Polycom Video compression standard. H.264 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 133 Polycom RMX 2000/4000 Getting Started Guide Abbreviation/ Explanation Term ITU-T Standard International Telecommunications Union, Telecommunication Standardization Sector (formerly CCITT). An international group that produces official standards for telecommunications. Local Area Network. A group of computers and other devices linked via a network’s operating system.
  • Page 134 Appendix A-Glossary Abbreviation/ Explanation Term RS-232 A standard for serial interface connection. Session Initiation Protocol. An application-layer protocol designed to work over IP networks. A SIP service defines the properties and the IP addresses of the SIP network components. Span An ISDN line or leased line.

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