[Type the document title]
Polycom Document Title 1
3.1.4 | September 2014 | 3725-26945-008/A
Administrator Guide
Polycom® Immersive Telepresence (ITP)
Trademark Information
POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service
marks of Polycom, Inc., and are registered and/or common law marks in the United States and var ious other
countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending
patent applications held by Polycom, Inc.
© 2014 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law,
reproducing includes translating into another language or format.
As between the parties, Polycom, In c., reta ins title to and owne rship of all propri etary righ ts with respect to
the software contained within its products. The software is protected by United States copyright laws and
international treaty provision. 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.
ii
About this Guide
The is intended
for IT administrators, Polycom-authorized technicians, and Video Network
Operations Center (VNOC) conference producers who need to:
• Upgrade the HDX
• Load the Polycom Touch Control or Crestr on Touch Panel software
• Configure the System_Config.ini file
• Install and use the Polycom Telepresence Tool
• Pair the Polycom Touch Control with the HDX codec and the System
• Configure the H.323 gatekeeper, SIP server, and global directory
Controller
®
software and configure the System Controller
Support
• Manage Favorites and the local directory
• Enable TIP, user-initiated multipoint conferences, and DBA
• Maintain the ITP rooms
The information in this guide can also be used b y VNOC technical support and
Polycom-certified product installers of Polycom ITP solutions.
This guide covers the following ITP solutions: Polycom RealPresence
Experience (RPX™) 400 Series and RPX 200 Series, Polycom Open
Telepresence Experience™ (OTX™) 300 and OTX 100, Polycom
Telepresence Experience
Architected Telepresence Experience™ (ATX™).
If you are using the ATX Software Developer’s Kit (SDK), some of the
functionality described in this guide may not be available depending on which
capabilities your integrator chose to include.
For telepresence support or service, please call one of these numbers:
• North America: 888-248-4143
®
(TPX®) 306M and TPX 204M, and Polycom
®
• EMEA: +44 1753 723020
• APAC (Asia Pacific): +612 997 88098
Alternatively, you can access the Polycom Support Portal at
http://support.polycom.com.
Polycom, Inc. iii
Polycom Immersive Telepresence (ITP) Administrator’s Guide
iv Polycom, Inc.
Contents
1 Configuring the HDX Codecs and the System Controller 1
2 Loading the Polycom Touch Control or Crestron Touch
Panel Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Configuring the HDX Codecs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Upgrading the Polycom HDX Software . . . . . . . . . . . . . . . . . . . . . . . . 1
Setting the Date and Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Enabling HDX ITP System Communication . . . . . . . . . . . . . . . . . . . . 4
Configuring the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Configuring the LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Connecting to the System Controller . . . . . . . . . . . . . . . . . . . . . . . . . 7
Upgrading the System Controller Firmware . . . . . . . . . . . . . . . . . . . 11
Confirming the System Controller Firmware Version . . . . . . . . . 11
Downloading the System Controller Firmware . . . . . . . . . . . . . . 12
Loading the System Controller Software . . . . . . . . . . . . . . . . . . . . . 12
Loading the Polycom Touch Control Operating System and Software . . 15
Loading the Crestron Touch Panel Software and Firmware . . . . . . . . . . 16
Loading the Touch Panel Software . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Upgrading the Touch Panel Firmware . . . . . . . . . . . . . . . . . . . . . . . 18
Confirming the Touch Panel Firmware Version . . . . . . . . . . . . . 18
Downloading the Touch Panel Firmware . . . . . . . . . . . . . . . . . . 19
3 Configuring System Parameters with the
System_Config.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Editing the System_Config.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Downloading the System_Config.ini File onto the System Controller . . . 25
Enabling Optional Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Selecting the Enhanced or the Classic User Interface . . . . . . . . . . . 26
Selecting the Video Format Preference . . . . . . . . . . . . . . . . . . . . . . 29
Enabling the Document Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Selecting the Document Camera or the PC as the Content Source . 31
Adding a Label to the Auxiliary Content Button . . . . . . . . . . . . . . . . 32
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Viewing Content on the Displays When Not in a Call . . . . . . . . . . . . 32
Enabling or Disabling the Lifts for the Tabletop Content Monitors . . 33
Automatically Lifting the Tabletop Content Monitors . . . . . . . . . . . . 34
Disabling Dimming on TPX LG Displays . . . . . . . . . . . . . . . . . . . . . 34
Enabling Close Up or Wide Shot Camera Views . . . . . . . . . . . . . . . 35
4 Installing and Using the Polycom Telepresence Tool . . 37
Installing the Telepresence Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Connecting to the Codecs with the Telepresence Tool . . . . . . . . . . . . . . 38
Configuring the Codecs with the Telepresence Tool . . . . . . . . . . . . . . . 44
Performing Other Tasks with the Telepr es en ce Tool . . . . . . . . . . . . . . . 47
Updating Passwords on the HDX Codecs . . . . . . . . . . . . . . . . . . . . 51
Using the Telepresence Tool Address Book . . . . . . . . . . . . . . . . . . 52
Using the HDX Directory Downgrade Tool . . . . . . . . . . . . . . . . . . . . 53
5 Pairing the Polycom Touch Control with the HDX Codec
and the System Controller . . . . . . . . . . . . . . . . . . . . . . . . 55
Pairing the Polycom Touch Control with the Primary HDX Codec . . . . . 55
Pairing the Polycom Touch Control with the System Controller . . . . . . . 58
Unpairing the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . 60
6 Configuring the H.323 Gatekeeper, SIP Server, and Global
Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Configuring ITP Systems for Use with an H.323 Gatekeeper . . . . . . . . . 61
Configuring ITP Systems for SIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Enabling the Telepresence Interoperability Protocol (TIP) . . . . . . . . . . . 64
Configuring ITP Systems for Use with the CMA System Directory . . . . . 66
Configuring the ITP Rooms to Access the CMA System Directory Server
66
Creating ITP Rooms and Associating Endpoints Using the CMA System
68
Creating Groups and Associating Members Using the CMA System 69
Configuring ITP Systems for Use with a Lync Server . . . . . . . . . . . . . . . 70
Enabling HD Video on the Lync Server . . . . . . . . . . . . . . . . . . . . . . 70
Creating and Enabling Conference Room User Accounts . . . . . . . . 70
Hiding the Secondary Codecs in the Lync Directory . . . . . . . . . . . . 71
Configuring ITP Systems for the Microsoft Environment . . . . . . . . . 71
vi Polycom, Inc.
Contents
7 Managing Favorites and the Local Directory . . . . . . . . . 73
Managing Favorites with a Polycom Touch Control . . . . . . . . . . . . . . . . 73
Importing the Speed Dials from the System_Config.ini File . . . . . . . 74
Configuring Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Configuring the Help Desk Number . . . . . . . . . . . . . . . . . . . . . . 77
Configuring Single Site Entries . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Managing the Local Directory with a Crestron Touch Panel . . . . . . . . . . 82
Importing the Speed Dials from the System_Config.ini File . . . . . . . 83
Configuring the Local Directory Entries . . . . . . . . . . . . . . . . . . . . . . 85
Configuring the Help Desk Number . . . . . . . . . . . . . . . . . . . . . . 85
Configuring Single Site Entries . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Configuring Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Configuring Speed Dial Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Adding Speed Dial Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Changing the Order of Speed Dial Buttons . . . . . . . . . . . . . . . . 92
8 Managing TIP, User-Initiated Multipoint Conferences, and
DBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Enabling User-Initiated Multipoint Conferences . . . . . . . . . . . . . . . . . . . 93
Configuring the Polycom MLA, HDX System, and RMX for User-Initiated
Multipoint Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Configuring the MLA for Automatic Layout Mode . . . . . . . . . . . . 94
Setting Up Naming on the HDX Codecs . . . . . . . . . . . . . . . . . . 96
Configuring the Polycom RMX Conference Profile . . . . . . . . . . 98
Enabling Polycom Conferencing for Microsoft Outlook . . . . . . . . . . 98
Enabling Meeting Composer and Group Dialing or Multipoint Speed
Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Configuring the ITP Room to Access the Polycom RMX . . . . . 100
Enabling Single Touch Multipoint . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Creating a Virtual Meeting Room on the Polycom RMX . . . . . 102
Adding a Virtual Meeting Room to Favorites (Sites with a Polyco m
Touch Control) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Adding a Virtual Meeting Room to the Local Directory (Sites with a
Crestron Touch Panel) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Configuring the Favorites or the Speed Dials for Virtual Meeting
Rooms (Sites with a Crestron Touch Panel) . . . . . . . . . . . . . . 104
TPX Limitation (Sites with a Crestron Touch Panel) . . . . . . . . 104
Disabling Dynamic Bandwidth Allocation (DBA) . . . . . . . . . . . . . . . . . . 104
9 Maintaining the ITP Room . . . . . . . . . . . . . . . . . . . . . . . 105
Powering Up and Down . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Powering Up and Down While Onsite . . . . . . . . . . . . . . . . . . . . . . . 105
Powering Up and Down Remotely (RPX and OTX Sites) . . . . . . . . 106
Configuring the NTSC and PAL Camera Settings (RPX and OTX Sites) . . .
107
Accessing the Security Camera (RPX Sites) . . . . . . . . . . . . . . . . . . . . 107
Accessing the HDX, RMX, and Polycom Touch Control Logs . . . . . . . 109
Accessing the HDX Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Accessing the RMX Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Accessing the Polycom Touch Control Logs . . . . . . . . . . . . . . . . . 110
Checking the Display Settings (OTX and TPX Sites) . . . . . . . . . . . . . . 110
OTX Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
TPX Display Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Accessing and Using the Admin Screen . . . . . . . . . . . . . . . . . . . . . . . . 121
Accessing the Polycom Touch Control Admin Screen . . . . . . . . . . 121
Accessing the Touch Panel Admin Screen . . . . . . . . . . . . . . . . . . . 123
Using the Admin Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Using Telnet Commands to Access the System Controller . . . . . . . . . 126
Replacing the Lamps and Bulbs (RPX and OTX Sites) . . . . . . . . . . . . 127
RPX Projector Lamps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
RPX Ceiling Cloud Light Bulbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
OTX Light Bulbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Caring for the Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
viii Polycom, Inc.
Figures
Figure 1-1 HDX Web UI Polycom Touch Control Screen . . . . . . . . . . . . . . . . . . . 5
Figure 1-2 Ethernet Field on the Toolbox System Info Screen . . . . . . . . . . . . . . . 6
Figure 1-3 Toolbox Ethernet Addressing Dialog Box . . . . . . . . . . . . . . . . . . . . . . 7
Figure 1-4 Toolbox Address Book Screen (with RS232
Figure 1-5 Toolbox Address Book Screen (with Indirect Connection Type) . . . . . 9
Figure 1-6 Address Book Drop-Down on the Toolbox
Figure 1-7 System Controller Firmware Version on the
Figure 1-8 Toolbox Firmware Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Figure 1-9 Toolbox SIMPL Program Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 13
Figure 1-10 Toolbox Device Firmware Confirmation Dialog Box . . . . . . . . . . . . . 13
Figure 2-1 Toolbox Project Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Figure 2-2 Toolbox Device Type Confirmation Dialog Box . . . . . . . . . . . . . . . . . 17
Figure 2-3 Version Field on Toolbox System Info Screen . . . . . . . . . . . . . . . . . 18
Figure 2-4 Firmware Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Figure 3-1 Toolbox File Manager Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Figure 4-1 Telepresence Tool Select Telepresence Model Dialog Box — OTX 100
Figure 4-2 Telepresence Tool Select Telepresence Model Dialog Box — ATX 300
Figure 4-3 RPX Content Monitor Enter Button . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Figure 4-4 RPX Content Monitor Image Properties Button . . . . . . . . . . . . . . . . 40
Figure 4-5 RPX Content Monitor Scaling Button . . . . . . . . . . . . . . . . . . . . . . . . 40
Figure 4-6 RPX Content Monitor Full Screen Button . . . . . . . . . . . . . . . . . . . . . 41
Figure 4-7 RPX Content Monitor Auto Sync Button . . . . . . . . . . . . . . . . . . . . . . 41
Figure 4-8 Telepresence Tool Main Screen (Before Connection) —
Figure 4-9 Telepresence Tool Main Screen (After Connection) —
Figure 4-10 Telepresence Tool HDX Optional Configuration Dialog Box
Connection Type) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
System Info Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Toolbox System Info Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
RPX 200 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
RPX 200 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Suite Configuration Field for RPX . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Figure 4-11 Telepresence Tool HDX Optional Configuration Dialog Box
Suite Configuration Field for OTX . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Figure 4-12 Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for RPX, OTX, and TPX . . . . . . . . . . . . . . . . . 46
Figure 4-13 Telepresence Tool HDX Optional Configuration Dialog Box
Control Device Field for ATX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Figure 4-14 Telepresence Tool Main Screen — Address Book Drop-Down . . . . 52
Figure 4-15 Telepresence Too l Main Screen — Address Book Dialog Box . . . . . 53
Figure 4-16 Telepresence Too l HDX Directory Downgrade Tool Dialog Box . . . . 54
Figure 5-1 HDX Web UI Polycom Touch Control Screen (Unpaired) . . . . . . . . . 56
Figure 5-2 Polycom Touch Control Device List . . . . . . . . . . . . . . . . . . . . . . . . . 57
Figure 5-3 HDX Web UI Polycom Touch Control Screen (Paired) . . . . . . . . . . . 58
Figure 5-4 Polycom Touch Control Connect to Device Screen . . . . . . . . . . . . . 59
Figure 5-5 Polycom Touch Control Pairing Congratulations Screen . . . . . . . . . 59
Figure 6-1 HDX Web UI IP Network Screen (H.323 Settings) . . . . . . . . . . . . . . 62
Figure 6-2 HDX Web UI IP Network Screen (SIP Settings) . . . . . . . . . . . . . . . . 63
Figure 6-3 HDX Web UI LDAP Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Figure 7-1 Telepresence Tool Import Speed Dial Numbers Dialog Box . . . . . . . 75
Figure 7-2 HDX Web UI New Contact Screen . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Figure 7-3 Telepresence Tool Import Speed Dial Numbers Dialog Box . . . . . . . 84
Figure 7-4 HDX Web UI New Contact Screen . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Figure 7-5 HDX Web UI Speed Dial Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Figure 8-1 MLA MCU Connection Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Figure 8-2 HDX Web UI RMX Settings Screen . . . . . . . . . . . . . . . . . . . . . . . . 101
Figure 9-1 Polycom Touch Control Admin Screen Page 1 — OTX 300 Example . .
122
Figure 9-2 Polycom Touch Control Admin Screen Page 2 — OTX 300 Example . .
122
Figure 9-3 Polycom Touch Control Admin Screen Page 3 — OTX 300 Example . .
122
Figure 9-4 Touch Panel Admin Screen — RPX 200 Example . . . . . . . . . . . . . 123
Figure 9-5 Touch Panel Admin Screen — TPX 306M Example . . . . . . . . . . . . 124
x Polycom, Inc.
1
Configuring the HDX Codecs and
the System Controller
This chapter describes how to upgrade the software on the Polycom HDX
codecs and set the date and time. It also describes how to configure the LAN,
connect to the System Controller , and load and upgrade the System Controller
firmware and software.
Follow the procedures in this chapter if:
• You are a Polycom-certified installer or AV integrator and you are initially
installing a Polycom Immersive Telepresence solution.
• You are an IT administrator, Polycom-authorized technician, or Video
Network Operations Center (VNOC) conference produce r and you need to
upgrade or reconfigure the HDX codecs or the System Controller.
Configuring the HDX Codecs
This section describes how to upgrade the Polycom HDX software and set the
date and time.
Upgrading the Polycom HDX Software
Before upgrading the HDX software, note the following:
• If you have an ATX system, the HDX software th at you must download for
ATX SDK (Software Developer’s Kit) version 2.0 or earlier and ATX 300
(with the non-customizable Polycom GUI) version 2.7 or earlier is not the
same. Therefore, you must ensure that you download the correct HDX
software for your particular ATX model and version.
For more information about upgrading the HDX sof tware for the ATX, refer
to the and the
Polycom, Inc. 1
Polycom Immersive Telepresence (ITP) Administrator’s Guide
• When you upgrade to HDX software version 3.0 or later, the directory
entries are converted to a new format. If you ever have to revert to an HDX
software version earlier than version 3.0, you must use the Polycom
Te lepresence Tool HDX Directory Downgrade tool to revert the entries to
the format that existed prior to version 3.0. This will enable the directory
entries to work correctly. For more information about the HDX Directory
Downgrade tool, refer to the Using the HDX Directory Downgrade Tool
section on page 53.
To upgrade the Polycom HDX software:
1 Collect the license and serial numbers.
2 Obtain the option key codes for the software upgrades and the options for
all of the codecs.
An is the number that activates software or options on a
specific system. Polycom generates a key code when you submit the
license number and system serial number info rm at ion .
For complete information about obtaining key codes, activating options, and
installing the software, refer to the
document. To access this document, go to
http://www.polycom.com/support/video/index.html, select any HDX model
listed under the “HDX Series” heading, and then open the document.
3 Log into the Polycom HDX web UI.
4 Enter the Admin ID as the user name (the default is
) and enter the
Admin Remote Access Password, if one is set.
Check your HDX software version against the version listed in the Release
Notes for your ITP system model. If you already have the correct version
loaded, you simply need to perform steps 9 and 10 and steps 12 through 15 on
page 3.
5 Go to Admin Settings > General Settings > Sof tware Update >
Polycom HDX System.
6 Click Next.
7 Browse to where the HDX software
file is located and click Begin
Update.
For the specific name of the
file, refer to the Release Notes for your
system version.
2 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
8 On the Software Update screens:
a Select Typical as the update type and click Next.
b Click Next.
c Remove the check mark from the Sample Sites in Directory field (leave
the other fields checked), and then click Next.
d Click Next to start the update.
For more information about the HDX software, refer to the Polycom HDX
documentation.
9 Enter the option key:
a When the codec has finished rebooting, go to Admin Settings >
General Settings > Options in the web UI.
b Enter the option key code in the Key field.
The option key enables the options that are required for Immersive
Te lepresence.
c Click Update.
10 For RPX and OTX systems, if you are not planning to deploy TIP, you
must do the following:
a Go to Admin Settings > Network > Call Preference.
b If the SIP and TIP check boxes are selected, clear the check marks
from the check boxes.
11 Repeat steps 3 through 10 for the remaining codecs.
12 Go to Admin Settings > General Settings > Security > Security
Settings.
13 If the Enable Sessions List check box appears on the screen, clear the
check mark from the check box.
14 Click Update.
15 Repeat steps 12 through 14 for the remaining codecs.
Setting the Date and Time
You must set the correct date and time on the HDX codecs in order for the
calendaring feature and the sleep timer settings to work properly. (For more
information about calendaring, see the Enabling Polycom Conferencing for
Microsoft Outlook section on page 98. For more information about setting the
sleep timers in the
System_Config.ini File section on page 21.)
To set the date and time:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > General Settings > Date and Time.
file, see the Editing the
Polycom, Inc. 3
Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 In the Time Server field, select Auto or Manual.
4 If you select Manual, the Time Server Address field appears, and you
must enter the IP address of a publicly available time server.
5 Verify the information in the remaining fields on the screen:
a The Current Date and Current T ime fields display information obtained
from the time server. These fields are grayed out when you select
Auto or Manual.
b In the Auto Adjust for Daylight Saving Time field, ensure that the box
is checked if you want the system clock to automatically change for
daylight saving time.
c Ensure that the Time Zone field displays the correct information.
6 Click Update.
7 Repeat steps 1 through 6 for the remaining codecs.
Note that, although the calendaring and sleep settings rely on the date an d
time set for the Primary codec only, you should repeat steps 1 through 6
for the remaining codecs so that the date and time from all the codecs can
be used for diagnostic purposes.
Enabling HDX ITP System Communication
The HDX codecs use the same interface to communicate with each other as
the Polycom Touch Control uses to communicate with the Primary HDX.
Therefore, whether you have a Polycom Touch Control or a Crestron Touch
Panel, you must enable the Polycom Touch Control Pairing feature on each
HDX codec within the ITP system in order for the codecs to communicate with
each other.
To enable HDX ITP system communication:
1 Log into the Polycom HDX web interface.
2 Go to Admin Settings > Polycom Touch Control.
4 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
3 Select the Allow Polycom Touch Control to Pair with this System
check box.
4 If a pop-up box appears, click OK to continue.
5 Repeat steps 1 through 4 for the remaining codecs.
Configuring the System Controller
This section describes the tasks you may need to perform to configure the
System Controller (also known as the AV2). These tasks include:
• Configuring the LAN
• Connecting to the System Controller
• Upgrading the System Controller firmware
• Loading the System Controller software
Before you can perform any of these tasks, ensure that you have the Crestron
Toolbox application installed. This application is availa ble from Crestron. Note
that you may need to register with Crestron in order to download the Toolbox.
Polycom, Inc. 5
®
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring the LAN
To configure the LAN:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, click the arrow button in the Ethernet field.
3 In the Ethernet Addressing dialog box:
a Select the Enable Ethernet check box.
b If the system uses DHCP, select the Enable WINS (Requires DHCP
Enabled) check box.
6 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
c Set the LAN properties based on the site network requirements.
Connecting to the System Controller
When you set up the System Controller for the first time, you must connect to
it directly through a serial connection. You can also use this method if you do
not have network access to the System Controller.
Once you have configured the LAN as described in Configuring the LAN on
page 6, you can then connect to the System Controller through an IP
connection. This section describes both methods of connecting.
To connect to the System Controller through a serial connection:
1 Connect your laptop to the System Controller with the DB-9
male-to-female serial cable.
2 Open the Toolbox application on the laptop.
3 Select the System Info icon.
4 If the Address Book dialog box does not appear automatically, select the
Address Book icon at the bottom left of the System Info screen.
Polycom, Inc. 7
Polycom Immersive Telepresence (ITP) Administrator’s Guide
5 In the Address Book dialog box, click Add Entry and then specify a name
for the System Controller in the Name column.
6 Select the following:
a Connection Type: RS232
b Port: Select the appropriate COM port for your laptop
c Baud Rate: Auto-Detect
Leave the rest of the settings at their defaults, as shown in Figure 1-4.
7 Click OK.
The Toolbox will connect to the System Controller.
8 To connect to the Crestron Touch Panel if the site uses one (if the site
uses a Polycom Touch Control, skip this step):
a Select Add Entry, and then enter the name of the Touch Panel in the
Name column.
8 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
b Select Indirect as the Connection Ty pe.
c Ensure that Cresnet ID and 03 appear in the Device is at field.
d In the Through field, select the name of the System Controller that you
entered in step 5.
e Click OK.
To connect to the System Controller through an IP connection:
You can connect to the System Controller through an IP connection only if you
have first connected to the LAN. If you have not done so, refer to Configuring
the LAN on page 6.
1 Ensure that the System Controller’s LAN is configured correctly as
described in Configuring the LAN on page 6.
2 Open the Toolbox application on the laptop.
3 Select the System Info icon.
4 If the Address Book dialog box does not appear automatically, select the
Address Book icon at the bottom left of the System Info screen.
Polycom, Inc. 9
Polycom Immersive Telepresence (ITP) Administrator’s Guide
5 In the Address Book dialog box, click the entry you want to connect to
over IP.
If the entry is not listed, you must create a new entry as described in step
5 on page 8.
6 Select TCP as the Connection Type.
7 Enter the IP address.
8 Click OK.
The Toolbox will connect to the System Controller.
To connect to a System Controller that is already listed in the Address
Book:
1 Open the Toolbox application on the laptop.
2 Select the System Info icon.
3 On the System Info screen, select the System Controller that you want to
connect to from the Address Book drop-down list.
10 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
Upgrading the System Controller Firmware
To determine which System Controller firmware version should be inst alled on
the system, refer to the Release Notes for your system version.
Confirming the System Controller Firmware V ersion
To confirm the System Controller firmware version:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the device from the Address Book drop-down list.
(See the Toolbox help for more information regarding address book
configuration.)
3 Check the firmware version in the Version field.
Note that the firmware version shown in Figure 1-7 may differ from the
version you need at your site. To determine which firmware version you
should have, refer to the Release Notes for your system version.
Polycom, Inc. 11
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Downloading the System Controller Firmware
If you do not have the correct firmware version installed on the System
Controller, you must upgrade it as described in this section.
To download the System Controller firmware:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the device from the Address Book drop-down list.
(See the Toolbox help for more information regarding address book
configuration.)
3 Select Firmware from the Functions menu.
4 Click Browse to find and select the firmware file.
For the specific name of the
system version. Note that you do not have to unzip this file.
5 Click Send to start the upgrade process. The upgrade process should
take less than five minutes to complete.
file, refer to the Release Notes for your
Loading the System Controller Software
To load the System Controller software:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the System Controller that you want to
connect to from the Address Book drop-down list.
12 Polycom, Inc.
Configuring the HDX Codecs and the System Controller
3 Select Functions > SIMPL Program… to view the SIMPL Program
dialog box.
4 Click Browse, and then select the file from the Open File dialog box.
For the specific name of the
the Release Notes for your system version.
5 Click Send to start the transfer.
6 If the dialog box shown in Figure 1-10 appears, click Yes.
Polycom, Inc. 13
file that contains the file, refer to
Polycom Immersive Telepresence (ITP) Administrator’s Guide
The System Controller automatically reboots af ter the transfer. After it reboots,
this message appears on the touch screen:
14 Polycom, Inc.
Loading the Polycom Touch
Control or Crestron Touch Panel
Software
This chapter describes how to load the Polycom Touch Control operating
system and Polycom Touch Control software (for ITP sites with a Polycom
Touch Control), as well as how to load the Touch Panel software and upgrade
the Touch Panel firmware (for ITP sites with a Crestron Touch Panel supplied
by Polycom).
2
• If the ITP site has a Polycom Touch Control, refer to the following section.
• If the ITP site has a Crestron Touch Panel, refer to the Loading the
Crestron Touch Panel Software and Firmware section on page 16.
You must load the latest software for your Polycom Touch Control or Crestron
Touch Panel whether you are installing your ITP system straight from the
factory or you are upgrading from a previous version.
Loading the Polycom Touch Control Operating System
and Software
This section describes how to use a USB storage device to load the Polycom
Touch Control operating system and Polycom Touch Control software.
To determine which Polycom Touch Control operating system version and
Polycom Touch Control software that should be installed on the system, refer
to the Release Notes for your system version.
Polycom, Inc. 15
Polycom Immersive Telepresence (ITP) Administrator’s Guide
To load the Polycom Touch Control operating system an d software:
1 Using a standard Windows zip utility, extract all contents from
storage device.
When extracting multiple distribution packages to the USB drive, a pop up
message might appear asking if you want to overwrite certain files that
already exist. Select Yes to All.
2 Connect the USB device to the side of the Polycom Touch Control.
3 From the Home screen, touch Administration and then Updates.
4 Touch Check for Software Updates.
5 Touch Select All Updates or touch only the updates that you want to
install.
6 Touch Download and Install Software Updates.
7 Reboot the Crestron System Controller after the installation is complete.
and
to the root directory of a USB
Loading the Crestron Touch Panel Software and
Firmware
If your ITP system has a Crestron Touch Panel supplied by Polycom, refer to
the steps in this section for information about how to load the Touch Panel
software and upgrade the Touch Panel firmware.
Loading the Touch Panel Software
To load the Touch Panel software:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
16 Polycom, Inc.
Loading the Polycom Touch Control or Crestron Touch Panel Software
3 Select Functions > Project... to view the Project dialog box.
4 Click Browse and select the file.
For the specific name of the
the Release Notes for your system version.
5 Click Send to start the transfer.
6 If you are loading the software onto a 6-inch Touch Panel (for TPX only),
the dialog box shown in Figure 2-2 appears, and you should click Yes.
Wait for the transfer to complete, which may take about 40 minutes.
Polycom, Inc. 17
file that contains the file, refer to
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Upgrading the Touch Panel Firmware
To determine which Touch Panel firmware version should be installed on the
system, refer to the Release Notes for your system version.
Confirming the Touch Panel Firmware Version
To confirm the Touch Panel firmware version:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
3 Check the firmware version in the Version field.
Note that the firmware version shown in Figure 2-3 may differ from the
version you need at your installation site. To determine which firmware
version you should have, refer to the Release Notes for your system
version.
18 Polycom, Inc.
Loading the Polycom Touch Control or Crestron Touch Panel Software
Downloading the Touch Panel Firmware
If you do not have the correct firmware version installed on the Touch Panel,
you must upgrade it as described in this section.
To download the Touch Panel firmware:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the Touch Panel from the Address Book drop-down list.
3 Select Firmware from the Functions menu.
4 Click Browse to find and select the file.
For the specific name of the
system version. Note that you do not have to unzip this file.
5 Click Send to start the upgrade process.
The upgrade process should take less than 5 minutes to complete.
Polycom, Inc. 19
file, refer to the Release Notes for your
Polycom Immersive Telepresence (ITP) Administrator’s Guide
20 Polycom, Inc.
Configuring System Parameters
with the System_Config.ini File
Some system parameters can be reconfigured by the IT administrator, VNOC
personnel, or Polycom-certified product installer . These parameters are stored
in a
file, called , which resides on the System Controller
internal flash memory.
3
By editing this file as described in this chapter, you can configure parameters
such as the model of the system, the HDX password, and the Do Not Disturb
timer. You can also configure optional parameters, such as the video format
preference.
In RPX, TPX, and ATX versions earlier than version 2.5, the
file contained additional parameters, such as video
numbers, audio numbers, and the Help Desk number. These parameters are
now configured in the telepresence system’s Primary HDX codec. For more
information, refer to Chapter 7, Configuring System Parameters with the
System_Config.ini File.
Editing the System_Config.ini File
To edit the System_Config.ini file:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the System Controller from the Address Book drop-down list.
Polycom, Inc. 21
Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 Select the File Manager icon.
4 Expand the Internal Flash directory and select the USER folder.
5 Right-click the
6 Open the
Use a flat-text editor, such as Notepad, since word processing software
may inadvertently add unnecessary data into the file.
When you first open the
fields:
file and select Send to... to send it wherever you want.
file in a text editor.
file, it contains the following
22 Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
7 Edit the file as needed. Keep the following in mind
when editing the file:
— Avoid including any unnecessary spaces or characters.
— Do not edit the field names themselves. This will cause system
malfunction.
— The SystemName field is not used elsewhere, but can help you
identify each particular system.
— The SystemModel field enables you to specify the model.
Be sure that this field displays the correct model. The available
options, in alphabetical order, are:
— If the HDX Primary codec has a password, enter it in the
HDXpassword field. When entering the password:
» Do not enter a space after the colon or after the password! For
example, if the password is
this:
» Make sure that the password you enter is the same as the
password for the codecs. If not, communication between the
System Controller and the codecs will fail and there will be no
indication as to what caused the issue.
Polycom, Inc. 23
.
, the field should look like
Polycom Immersive Telepresence (ITP) Administrator’s Guide
— If you want to specify a call speed, enter the DefaultCallSpeed
parameter below the HDXpassword field. Entering a call speed in the
call speed set in the HDX Call Preference screen and use the one
specified here. (For more information about setting the call speed, see
the note on page 47.)
file will force the system to override the preferred
The format for this parameter is
must be one of the following:
or
or
or
or
or
— AfterHours settings should indicate times during the week when the
system is in use the most.
» Acceptable entries for WeekStart and WeekEnd are
, , , , , and . Do
not abbreviate.
» MorningHour and EveningHour should be whole hour times (for
example,
» Enter the SleepTimer parameter as minutes. T ypically, you should
accept the default values.
— Do Not Disturb prevents unused codecs from acce pting any incoming
calls. In the DoNotDisturbTimer field, enter the time (in seconds) after
which Do Not Disturb is activated.
You can enter a value between
disable this feature.
will not be accepted).
and , or enter if you want to
, where
,
24 Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
8 Edit the Options field as needed to indicate which optional features the
system is using. The following options are available:
— UseClassicUI
— VideoFormatPreference
— UseIntegratedDocCam
— UseAuxContentInput
— AuxContentSourceType
— AuxContentLabel
—DocCamTextUI
— UseContentOffCall
— UseMonitorLifts
— AutoLiftMode
— DisableEnergySave
— UseCameraViews
For complete information about these options, see Enabling Optional
Features on page 26.
The following is an example of how the Options section of the
file would look like with some of these options enabled:
9 Save the file.
Downloading the System_Config.ini File onto the
System Controller
To download the System_Config.ini file onto the System Controller:
1 Open the Toolbox application and select the System Info icon.
2 On the System Info screen, select the address book entry that has been
created for the System Controller from the Address Book drop-down list.
3 Select the File Manager icon.
4 Expand the Internal Flash directory and select the USER folder.
Polycom, Inc. 25
Polycom Immersive Telepresence (ITP) Administrator’s Guide
5 Drag and drop the file into the Toolbox File Manager
window to download the file.
Before you proceed, check the timestamp for the file on the Toolbox File
Manager screen. If the timestamp did not change, you may need to
compact the file system. To do so, click the right arrow on the Internal
Memory Usage section of the Toolbox System Info screen, and then select
Compact.
6 Reboot the System Controller:
a Select the System Info icon.
b On the System Info screen, select Device Reset from the Functions
menu.
Enabling Optional Features
All of the ITP solutions offer optional features that you can enable using the
file. This section describes these optional features. For
more information about editing the
file, refer to page 25.
Selecting the Enhanced or the Classic User Interface
This optional feature is available with:
Polycom Touch
ITP Solution
RPX —
OTX —
TPX —
ATX 300 (with the
non-customizable Polycom
GUI)
The UseClassicUI parameter enables you to select either the Enhanced user
interface or the Classic user interface for the Crestron Touch Panel.
• Enhanced UI: Enables users to perform all of the basic tasks needed to
participate in a telepresence conferenc e, such as making calls, answer ing
calls, hanging up, controlling audio, and sharing content. The Enhanced UI
also provides users with access to additional calling functionality , such as
Polycom Meeting Composer™ and advanced directory searching.
Control
—
Crestron Touch
Panel
26 Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
• Classic UI: Enables users to perform the same basic conferencing tasks
as the Enhanced UI, such as making and answering calls and sharing
content. Users will not, however, have access to Meeting Composer and
other advanced calling features and will only have access to the local
directory.
For TPX and ATX 300 systems, do not select the Enhanced UI for use with the
TPS-3000 (6-inch) Touch Panel. The Enhanced UI is not supported on this
Touch Panel. You must have the 10-inch Touch Panel in order to use the
Enhanced UI.
If you do not set the UseClassicUI parameter in the Options section of the
file, the Enhanced UI is used.
To enable this option for the Classic UI, enter UseClassicUI=1 in the Options
section of the
UI, enter either UseClassicUI=0 in the Options section of the
file or remove the string altogether.
The following table describes how the Touch Panel user interface is affected
based on whether the RMX conference platform and/or the CMA system are
configured:
file. T o enable this o ption for the Enhanced
Crestron
Touch
Panel UI
Enhanced UIYes No Users can access the local
Enhanced UINo Yes Users can access both the local
Enhanced UINo No Users can access the local
RMX
Configured
CMA
Configured
UI Behavior
directory only. Since the RMX is
configured, users can select
sites with Meeting Composer
either by using manual dial or by
using the local directory.
and enterprise directory.
Multipoint calls using Meeting
Composer are not supported.
directory only. Speed dialing and
local directory search are
available. Multipoint calls using
Meeting Composer are not
supported.
Polycom, Inc. 27
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Crestron
Touch
Panel UI
Enhanced UIYes Yes Users can access both the local
RMX
Configured
CMA
Configured UI Behavior
and enterprise directory , and can
search and browse both
directories. Multipoint calls using
Meeting Composer are
supported.
Classic UI Not
applicable
Not
applicable
RMX and CMA configuration
have no impact on the Classic UI
behavior. Speed dialing is
available. Multipoint calls using
Meeting Composer are not
supported.
For more information about how to use the Enhan ced and Classic UI, refe r to
the , the the
or your particular
28 Polycom, Inc.
Configuring System Parameters with the System_Config.ini File
Selecting the Video Format Preference
Selecting the video format preference is an optional feature and is available
with the following ITP solutions:
Polycom Touch
ITP Solution
RPX
OTX
TPX
ATX 300 (with the
non-customizable Polycom
GUI)
The VideoFormatPreference parameter en ab les you to set ei ther 72 0p 60 or
1080p30 as the default selection for video qua lity. If you do not set this
parameter in the Options section of the
typically used.
Note that any user who has access to the Admin screen can override the
VideoFormatPreference setting for a p articular call by using the 720p60 and
1080p30 buttons on the Admin screen prior to p lacing the call. If, however , the
System Controller is rebooted, the video format preference will revert to the
setting specified in the
file, 1080p30 will be used.
T o enable this option for 1080p30, enter VideoFormatPreference=1080p30 in
the Options section of the
720p60, enter VideoFormatPreference=720p60 in the Options section of the
file.
Control
file or, if nothing is specified in the
file. To enable this option for
Crestron Touch
Panel
file, 1080p30 is
Polycom, Inc. 29
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Enabling the Document Camera
Enabling the document camera is an optional feature and is available with the
following ITP solutions:
ITP Solution
RPX
OTX — —
TPX —
ATX 300 (with the
non-customizable Polycom
GUI)
Polycom Touch
Control
——
Crestron Touch
Panel
If the ITP system includes an optional document camera, you can select one
of the following.
• For rooms with a WolfVision
UseIntegratedDocCam paramete r to the
this parameter is included in the
®
integrated document camera, add the
file. When
file, the Polycom Touch Control or
T ouch Panel user interface displays the document camera con trols. These
controls enable users to use the document camera to zoom in or out,
focus, and take snapshots.
To enable this option, enter UseIntegratedDocCam=1 in the Options
section of the
file.
• For rooms with other document cameras, add the UseAuxContentInput
parameter to the Options section of the
file.
To enable this option, enter UseAuxContentInput=1 in the Options
section of the
30 Polycom, Inc.
file.
Configuring System Parameters with the System_Config.ini File
Selecting the Document Camera or the PC as the Content Source
Selecting the document ca mera or the PC as the content source is an optional
feature and is available with the following ITP solution:
Polycom Touch
ITP Solution
RPX
OTX — —
TPX — —
ATX 300 (with the
non-customizable Polycom
GUI)
RPX rooms may have a document camera as an auxiliary content source or
they may have a PC. Y ou must indicate which one each particular room ha s by
adding the AuxContentSourceType parameter to the
file.
If the RPX room has a document camera, enter
AuxContentSourceType=DocCam in the Options section of the
file. If the RPX room has a PC, enter
AuxContentSourceType=PC in the Options section of the
file.
Control
——
Crestron Touch
Panel
Polycom, Inc. 31
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Adding a Label to the Auxiliary Content Button
Adding a label to the Auxiliary Content button is an optional feature and is
available with the following ITP solutions:
ITP Solution
RPX —
OTX — —
TPX —
ATX 300 (with the
non-customizable Polycom
GUI)
Polycom Touch
Control
——
Crestron Touch
Panel
If you want a label to appear on the auxiliary content button on the T ouch Panel
interface, add the AuxContentLabel parameter to the
file. Note that the auxiliary content button may be the Document Camera
button or, if you have an RPX room with a PC as the content source, it will be
the PC button.
T o enable this option, enter AuxContentLabel= in the Options section
of the
file.The label should be no longer than eight
characters. The default label is Aux.
For RPX rooms version 1.5 or earlier, you can use the DocCamTextUI
parameter to indicate the label on the Document Camera button. T o enable this
option, enter DocCamTextUI= in the Options section of the
file.
Viewing Content on the Displays When Not in a Call
Viewing content on the displays when not in a call is an optional feature and is
available with the following ITP solution:
Polycom Touch
ITP Solution
RPX — —
OTX
TPX — —
ATX 300 (with the
non-customizable Polycom
GUI)
32 Polycom, Inc.
Control
——
Crestron Touch
Panel
Configuring System Parameters with the System_Config.ini File
If you want the OTX system users to see content on the display(s) at the front
of the room when they are not in a call, you can enable the UseContentOffCall
parameter in the
content from either a local laptop or a local document camera to automatically
appear on the front display(s) as well as on the ta bletop content monitors when
the OTX is not in a call.
To enable content to appear on the display(s) when not in a call, enter
UseContentOffCall=1 in the Options section of the
To disable this option, either enter UseContentOffCall=0 in the Options
section of the
file. When set, this parameter enables
file.
file or remove the string altogether.
Enabling or Disabling the Lifts for the Tabletop Content Monitors
Enabling or disabling the lifts for the tabletop content monitors is an optional
feature and is available with the following ITP solution:
Polycom Touch
ITP Solution
RPX — —
OTX
TPX — —
ATX 300 (with the
non-customizable Polycom
GUI)
If you want the OTX system users to be able to lift their tabletop content
monitors by pressing the Content Monitor Lift and Control button on the
tabletop, you can enable the UseMonitorLifts parameter in the
file. If you do not want them to be able to lift their content
monitors by pressing the Content Monitor Lift and Control button, you can
disable this parameter.
To enable the use of the lifts, enter UseMonitorLifts=1 in the Opt ions se ction
of the
UseMonitorLifts=0 in the Options section of the
remove the string altogether.
file. To disable this option, either enter
Control
——
Crestron Touch
Panel
file or
Polycom, Inc. 33
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Automatically Lifting the Tabletop Content Monitors
Automatically lifting the tabletop content monitors is an optional featu re and is
available with the following ITP solution:
ITP Solution
RPX — —
OTX
TPX — —
ATX 300 (with the
non-customizable Polycom
GUI)
Polycom Touch
Control
——
Crestron Touch
Panel
If you want the OTX tabletop content mo nitors to automatically lift when content
is shared, you can enable the AutoLiftMode parameter in the
file. Because this parameter causes all of the content
monitors to automatically lift, users do not have to press the Content Monitor
Lift and Control button to lift their content monitor when they want to view the
content. They can, however , press the Content Monitor Lif t and Control button
if they decide that they want to lower their content monito r.
To automatically lift the content monitors when content is shared, enter
AutoLiftMode=1 in the Options section of the
file. To
disable this option, either enter AutoLiftMode=0 in the Options section of the
file or remove the string altogether.
Disabling Dimming on TPX LG Displays
Disabling dimming on TPX LG displays is an optional feature and is available
with the following ITP solution:
Polycom Touch
ITP Solution
RPX — —
OTX — —
TPX
ATX 300 (with the
non-customizable Polycom
GUI)
34 Polycom, Inc.
Control
——
Crestron Touch
Panel
Configuring System Parameters with the System_Config.ini File
TPX HD 306M systems, version 2.6 or later, with LG Electronics® displays offer
an energy-saving feature. This feature dims the displays when there is no
video motion on a particular display for five minutes. For example, if only two
participants are in a video call and are seated at the two center seats at the
main table, the left and right displays will dim after five minutes if there is no
motion on these two displays.
To disable this feature so that no dimming occurs, enter
DisableEnergySave=1 in the Options section of the
To allow the dimming to occur, either enter DisableEnergySave=0 in the
Options section of the
file or remove the string altogether .
file.
Enabling Close Up or Wide Shot Camera Views
Enabling Close Up or Wide Shot camera views is an optional feature and is
available with the following ITP solutions:
Polycom Touch
ITP Solution
RPX — —
OTX
TPX
ATX 300 (with the
non-customizable Polycom
GUI)
If you want your OTX, TPX, or ATX 300 system users to view close up or wide
shot camera views when in a multipoint call or in a point-to-point call with a
traditional video conferencing system, you can enable the UseCameraViews
parameter in the
When you enable this parameter, Close Up View an d Wide Shot V iew buttons
appear on the Polycom Touch Control interface and Close Up and Wide Shot
buttons appear on the T ou ch Panel interface so that users can zoom in or zoom
out simply by touching the buttons. This feature is only available during Room
Continuous Presence or single-codec calls.
To enable this option, enter UseCameraViews=1 in the Options section of the
file. To disable this option, either enter
UseCameraViews=0 in the Options section of the
remove the string altogether.
Control
file.
Crestron Touch
Panel
file or
Polycom, Inc. 35
Polycom Immersive Telepresence (ITP) Administrator’s Guide
36 Polycom, Inc.
Installing and Using the Polycom
Telepresence Tool
The Polycom Telepresence Tool is a Windows applica tion that enables
administrators, Polycom-authorized technicians, and VNOC personnel to
configure the Polycom HDX codecs and the cameras, to take sna pshots of the
view from the cameras, and to perform other functions.
4
This chapter describes how to both install and use the Telepresence Tool. If
you have already installed the Telepresence Tool, continue on page 38.
Installing the Telepresence Tool
To install the Polycom Telepresence Tool:
1 Ensure that you have network access to the equipment in the RPX, OTX,
TPX, or ATX room.
2 Install the
Ensure that you install the correct
software loaded at the site. For the specific name of the
the Release Notes for your system version.
3 On the laptop, double-click the
4 Follow the setup wizard, and click Close when you are done.
file on your local PC.
for the
file, refer to
file.
Polycom, Inc. 37
Polycom Immersive Telepresence (ITP) Administrator’s Guide
Connecting to the Codecs with the Telepresence Tool
To connect to the codecs with the Telepresence Tool:
1 From the Start menu, go to Polycom > Telepresence Tool > Polycom
Telepresence Tool.
2 If this is the first time you use the Telepresence Tool, the Select
Te lepresence Model dialog box appears and you must do the following:
a In the Select Model field, select the RPX, OTX, TPX, or ATX system
model.
b In the Select Main Display field, select one of the following:
» For RPX systems, select the appropriate type of projector.
» For OTX and TPX systems, select the appropriate type of display.
38 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
» For A T X, select the vide o format for the ma in displays in st alled in
the room. If the video format you want is 720p DVI, select
Widescreen - 720p.
c In the Select Content Display field, select one of the following:
» For RPX systems, select Standard - VGA 1024x768 for rooms
that do not have Orion content monitors or select Widescreen -
DVI 1920x1080p for rooms that do have Orion content monitors.
» For OTX systems, select Widescreen - DVI 1920x1080p.
» For TPX systems, select Standard - VGA 1024x768 for rooms
that have 4:3 tabletop content monitors or select Widescreen -
VGA 1280x720 for rooms that have 16:9 tabletop content
monitors.
» For A TX systems, select the video format for the content monitors
installed in the room.
d Click OK.
Polycom, Inc. 39
Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 If this is the first time you use the Telepresence Tool and you have an
RPX system, configure the tabletop content monitors:
a Press Enter on the content monitor to display the Configuration
screen.
b Press the Right Arrow button on the screen to select Image
Properties.
c Click OK.
d Press the Right Arrow button on the screen to select Scaling.
40 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
e Click OK.
f Select Full Screen.
g Click OK.
h If needed, pr ess the Auto Sync button to make the content fill the
screen.
i Repeat step 3a through 3h for the remaining tabletop content
monitors.
4 Connect to the Polycom HDX codecs:
If this is not the first time you use the Telepresence Tool, but the appropriate
model name does not appear on the Telepresence Tool Main screen, click
Switch Model.
a In the IP Address field, enter the IP address of the codecs.
b In the Password field, enter the password for the codecs in the
Password field (if needed).
c In the API Port field, the default is 24. However, if you have a NAT, it
may map the API port to a different port. If so, enter the number of the
mapped port in the API Port field.
Polycom, Inc. 41
Polycom Immersive Telepresence (ITP) Administrator’s Guide
d In the HTTP Port field, the default is 80. However, if you have a NAT,
it may map the HTTP port to a diffe rent port. If so, enter the number o f
the mapped port in the HTTP Port field.
42 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
5 Click Connect All.
The full Telepresence Tool main screen appears as shown in Figure 4-9.
If a codec fails to connect, you may have forgotten to remove the password for
that codec (the default password is the serial number of the codec). If you need
to remove the password, use the Polycom HDX web UI.
Once you have connected to the Polycom HDX code cs, you must configure the
HDX codecs as described in the following section.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring the Codecs with the Telepresence Tool
The first time you use the Telepresence Tool, you must configure the HDX
codecs.
To configure the codecs with the Telepresence Tool:
1 Ensure that the Telepresence Tool is launched on the laptop.
2 Click Connect All to connect to the codecs.
3 Click Configure All HDXs on the Telepresence Tool main screen.
The HDX Optional Configuration dialog box appears.
4 If you have an RPX system and the Suite configuration field appears on
the HDX Optional Configuration dialog box, select one of the following:
— Select Standard if you have a standard RPX suite.
— Select one of the options listed if you have a custom RPX suite.
For more information about installing and using a whiteboard camera with
an RPX system, refer to the
document (part number 1725-26828-001) th at
is shipped with the whiteboard camera.
44 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
5 If you have an OTX system and the Suite configuration field appears on
the HDX Optional Configuration dialog box, select one of the following:
— Select Standard if you have a standard OTX system.
— Select OTX 100 compact if you have an OTX 100 Compact system.
6 If you have an A TX, the Splash screen on content display field ap pears on
the HDX Optional Configuration dialog box (as shown in Figure 4-13), and
you must select one of the following:
— If you do not have plasma displays, select Show if you want the
Polycom splash screen to appear on the displays or select Hide if you
do not want the Polycom splash screen to appear.
— If you do have plasma displays, Polycom recommends that you select
Hide to avoid burning in the splash screen logo.
7 In the Control device field on the HDX Optional Configuration dialog box,
do the following:
— If you have an RPX, OTX, or TPX system:
» Select Polycom Touch Control if you have a Polycom Touch
Control.
Polycom, Inc. 45
Polycom Immersive Telepresence (ITP) Administrator’s Guide
» Select Crestron Touch Panel provided by Polycom if you have
a Crestron Touch Panel.
— If you have an ATX system:
» Select Polycom Touch Control if you have a Polycom Touch
Control.
» Select Crestron Touch Panel provided by Polycom if you have
a Crestron Touch Panel.
» Select Third-party device utilizing Polycom ATX Software
Development Kit if you have an A TX SDK with a third-p arty user
interface device.
8 Click OK.
Wait for the configuration procedure to complete for each codec. (The
codecs may restart automatically . If so, wait until the codecs are connected
again.)
46 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
One of the functions of configuring the codecs with the Telepresence Tool is to
set the preferred call speed on the HDX Call Preference screen. The preferred
call speed is based on the type of codec. For HDX 9004 codecs, the call speed
is set to 4 Mbps (4096); for HDX 8000 codecs, the call speed is set to 6 Mbps
(6144).
Besides setting the preferred call speed by running the Telepresence T ool, you
can also set it:
• Using the DefaultCallSpeed parameter in the file.
For more information, see page 24.
• On the Admin page.
For more information, see page 124.
• By manually entering it on the HDX Admin Settings > Network > Call
Preference screen.
The preferred call speed is used for all outgoing calls unless you set a different
call speed for a particular call in one of these ways:
• In the directory entry for that site.
For more information, see page 86 and 88.
• When you place a call through the HDX web UI.
Keep in mind that if you change the call speed and then reboot the System
Controller, the preferred call speed will reset to the speed specified in the
file.
9 When the Telepresence Tool finishes configuring the codecs, you can
click View Log if you want to view the log or you can click Close to close
the dialog box.
If you click Close, the Start button appears on the Polycom T ouch Control.
If it does not, reboot the System Controller.
Performing Other Tasks with the Telepresence Tool
The Telepresence Tool enables you to perform a number of different tasks,
such as matching and aligning the cameras and verifying the display
alignment. You can perform most of the tasks remotely. However, some tasks
require that a Polycom-certified support represent ative be physically present in
the telepresence room.
Many of the tasks that you can perform with the Telepresence Tool can only be
performed after you have paired the Polycom Touch Control with the HDX
codec and with the System Controller. For information about how to pair the
Polycom Touch Control, refer to Chapter 5.
Polycom, Inc. 47
Polycom Immersive Telepresence (ITP) Administrator’s Guide
The following table lists the t asks that you can perform using the Telepresence
T ool, describes how to perform these tasks, and indicates whether or not onsite
support is required.
To perform this
task...
Do this...
Is onsite
support
required?
Align the cameras 1 Select the Camera Alignment tab.
2 Follow the procedures for aligning the cameras in
the , or
or the
Align the
projectors
(RPX systems
only)
Calibrate the
Ceiling
Microphone
Arrays
Configure the
Polycom HDX
codecs
Control the
cameras
(OTX, TPX, and
ATX systems)
1 Select the Display tab.
2 Follow the procedures for aligning the projectors
in the .
1 Select the Audio tab.
2 Follow the procedures for calibrating the Ceiling
Microphone Arrays in the or
Refer to Configuring the Codecs with the
Telepresence Tool on page 44.
1 Open the Camera Control screen by clicking one
of the two or three camera icons.
2 To mov e the camera, press and hold a PTZ
button. Release the button to stop the camera.
3 To fine tune the camera, click a PTZ button to
move the camera one position.
Onsite
support is
required.
Onsite
support is
required.
Onsite
support is
required.
No onsite
support is
required.
No onsite
support is
required.
Import the speed
dials from the
System_Config.ini
file
Match the
cameras
48 Polycom, Inc.
• For ITP systems with a Polycom Touch Control,
refer to Importing the Speed Dials from the
System_Config.ini File on page 74.
• For ITP systems with a Crestron Touch Panel
supplied by Polycom, refer to Importing the
Speed Dials from the System_Config.ini File on
page 83.
1 Select the Camera Matching tab.
2 Follow the procedures for matching the cameras
in the or
or the
No onsite
support is
required.
Onsite
support is
required.
Installing and Using the Polycom Telepresence Tool
Is onsite
To perform this
task... Do this...
support
required?
Take snapshots of
the view from the
cameras
For OTX, TPX, and ATX 300 systems:
1 Telnet to the Primary codec (port 23 or port 24)
and send the following command:
2 Repeat the previous step for the remaining
codecs.
3 Point the HDX remote control at the cameras and
press the Home button to bring up the HDX UI on
all of the displays, and then do the following:
a Go to System > Admin Settings.
b Enter the user ID and password, if needed,
and click Next.
c Go to General Settings > Security >
Security Settings.
d Click Next twice.
e Select the Allow Video Display on Web
check box.
6 Click Tools on the Telepresence Tool main
screen.
7 Select Video Snapshot.
The Save As dialog box appears.
8 Select the directory where you want to save the
.jpg images.
9 Return to the HDX UI and clear the Allow Video
Display on Web check box.
10 Reboot the System Controller.
Onsite
support is
required.
Polycom, Inc. 49
Polycom Immersive Telepresence (ITP) Administrator’s Guide
To perform this
task... Do this...
Is onsite
support
required?
Take snapshots of
the view from the
cameras
(continued)
For RPX systems:
1 Telnet to the Primary codec (port 23 or port 24)
and send the following command:
2 Repeat the previous step for the remaining
codecs.
3 Use the Telepresence Tool HDX soft remote to
connect to the Primary codec.
4 Click the Home button to bring up the HDX UI,
and then do the following:
a Go to System > Admin Settings.
b Enter the user ID and password, if needed,
and click Next.
c Go to General Settings > Security >
Security Settings.
d Click Next twice.
e Select the Allow Video Display on Web
check box.
6 Repeat steps 3 and 4 for the remaining codecs.
7 Click Tools on the Telepresence Tool main
screen.
8 Select Video Snapshot.
The Save As dialog box appears.
9 Select the directory where you want to save the
.jpg images.
10 Use the HDX soft remote to clear the Allow
Video Display on Web check box for all the
codecs.
11 Reboot the System Controller.
Onsite
support is
required.
Update passwords
on the HDX
codecs
Use the address
book
Use the HDX
Directory
Downgrade tool
View the log Click View Log. No onsite
50 Polycom, Inc.
Refer to Updating Passwords on the HDX Codecs
on page 51.
Refer to Using the Telepresence Tool Address Book
on page 52.
Refer to Using the HDX Directory Downgrade Tool
on page 53.
No onsite
support is
required.
No onsite
support is
required.
No onsite
support is
required.
support is
required.
Installing and Using the Polycom Telepresence Tool
Is onsite
To perform this
task... Do this...
support
required?
View the
Telepresence Tool
version number
Verify the display
alignment
(OTX, TPX, and
ATX systems)
Verify the
microphone and
speaker audio
1 Click the icon on the title bar to view the System
menu.
2 Select About Telepresence Tool to view the
About dialog box.
1 Select the Display tab.
2 Follow the procedures for verifying the display
alignment in the or
or the
1 Select the Audio tab.
2 Follow the procedures for verifying the
microphone and speaker audio in the
or or the
Updating Passwords on the HDX Codecs
Every time you change a password on an HDX codec in an ITP room, you must
update the passwords using the Telepresence Tool. This includes changing
from:
• Not password-protected to password-protected
• Password-protected to not password-prot ect ed
No onsite
support is
required.
Onsite
support is
required.
Onsite
support is
required.
• Password-protected to password-protected with a different password
If the passwords are changed and you do not update the p asswords using the
T elepresence Tool, the other codecs in the room will lose sync with the Primary
codec. If you then hang up a video call using the Polycom Touch Control, only
the Primary codec will hang up; the other codecs will remain in the call and you
will have to disconnect them using the web UI.
To update passwords on the HDX codecs:
1 Log into the Polycom HDX web UI.
2 Enter the new password for the Primary codec.
3 Repeat the previous step for the remaining codecs.
4 On the Telepresence Tool main screen, enter the IP addresses and
passwords for all the codecs, and then click Connect All.
5 After the codecs are connected, click the down arrow near Configure All
HDXs to access the drop-down menu.
6 Select Update Passwords.
The Primary codec will restart when the update is done.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
7 Reboot the System Controller.
8 Open the
contains the correct password for the Primary codec.
For more information about how to enter a password in the HDXPassword
field, refer to page 23.
file and verify that the HDXPassword field
Using the Telepresence Tool Address Book
The Telepresence Tool address book enables VNOC personnel,
Polycom-authorized technicians, and others to quickly and easily connect to
ITP sites without having to know the IP addresses for the codecs at the site.
To use the Telepresence Tool address book:
1 Ensure that the Telepresence Tool is launched on the laptop.
2 Click Address Book.
A drop-down menu listing the saved ITP sites appears.
3 Do one of the following:
— T o populate the IP Address field with the IP addresses of a site that has
already been saved in the address book, select th e na m e of the site
from the drop-down menu and press Enter.
— To add the IP addresses of the current site to the address book, enter
the site name in the Save As text box, and then click Save As.
— T o view the Address Book dialog box, which lists all the ITP sites in the
address book, the system model at each site, and the IP addresses of
the codecs at each site, click More.
If you then want to populate the IP Address field with the IP
addresses from the Address Book dialog box, click Open.
52 Polycom, Inc.
Installing and Using the Polycom Telepresence Tool
— To delete a site from the address book, select the name of the site in
the Address Book dialog box, and then click Delete.
— To edit a site, select the name of the site in the Address Book dialog
box, click Delete, and then re-enter the site with the correct
information.
Alternatively, to edit a site’s IP address, enter the new IP address in
the IP Address field on the Telepresence Tool Main screen, re-enter
the site name in the Save As box on the Address Book drop-down,
and then click Save As. When a dialog box appears asking if you
want to overwrite the entry, click Yes.
Using the HDX Directory Downgrade Tool
When you upgrade to HDX software version 3.0 or later, the directory entries
are converted to a new format. If you ever have to revert to an HDX software
version earlier than version 3.0, the directory entries will no longer work
correctly because of this format change. The Telepresence T ool HDX Directory
Downgrade tool enables you to revert the directory entries to the format that
existed prior to version 3.0 so that the directory entries can work correctly.
To use the HDX Directory Downgrade tool:
1 Ensure that the Telepresence Tool is launched on the laptop.
2 Click Tools on the Telepresence Tool main screen, and then select HDX
Directory Downgrade Tool.
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > HDX Directory Downgrade Tool from the Windows Start button.
Polycom, Inc. 53
Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 On the HDX Directory Downgrade Tool dialog box, enter the IP address
and password of the system on which you want to revert the directory
entries to the format used prior to HDX version 3.0.
4 Click Start Downgr ade.
The HDX Directory Downgrade Tool dialog box includes a progress meter
and a log detailing the progress of the directory downgrade .
A pop-up box appears if any errors are encountered as well as when the
downgrade is complete.
54 Polycom, Inc.
5
Pairing the Polycom Touch Control
with the HDX Codec and the
System Controller
If you have an ITP system with a Polycom Touch Control, you must configure
the Polycom Touch Control to pair with the Primary HDX codec and with the
System Controller. When you pair the Polycom Touch Control with a particular
HDX codec and System Controller, the Polycom Touch Control makes an IP
connection to the HDX codec and to the System Controller. If the connection
is lost for any reason, the Polycom Touch Control automatically attempts to
restore the connection.
Note that if you have an OTX 100 Compact system, you simply have to pair the
Polycom Touch Control with the Primary HDX codec since OTX 100 Compact
systems do not use a System Controller.
If you have an ITP system with a Crestron Touch Panel provided by Polycom
or your Polycom Touch Control is already paired with the HDX codec and the
System Controller, skip this chapter and continue with Chapter 6.
Pairing the Polycom Touch Control with the Primary
HDX Codec
To pair the Polycom Touch Control with the Primary HDX codec:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > Polycom Touch Control.
3 Select the Allow Polycom Touch Control to Pair with this System
check box.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
4 If a pop-up box appears, click OK to continue.
5 If the Connect to Device screen does not automatically appear on the
Polycom Touc h Control, do the following:
a Touch System on page 2 of the Polycom Touch Control Home
screen.
b Touch the HDX System tab.
The Device Connection Status screen appears.
c Touch .
d Touch View Pairing Settings.
e Enter the Admin ID and password.
The default Admin ID is
f Touch Done.
The Connect to Device screen appears.
6 If HDX System does not appear in the Device field on the Connect to
Device screen, touch the down arrow on the Device field to view the
Device list, and then touch HDX System.
. The default password is .
56 Polycom, Inc.
Pairing the Polycom Touch Control with the HDX Codec and the System Controller
7 Touch the IP Address or Host Name field on the Connect to Device
screen to view the keypad.
8 Enter the IP address of the Primary HDX codec.
9 Touch Connect.
The HDX Admin Login screen appears.
10 If the HDX codec is password protected, enter the HDX admin name and
password and then touch Next. If the HDX codec is not password
protected, simply touch Next.
The Congratulations screen appears on the Polycom Touch Control
indicating that the Polycom Touch Control is successfully paired with the
Primary HDX codec. (Figure 5-5 shows the Polycom T ouch Control Pairing
Congratulations screen that appears when you pair with the ITP System
Controller; the Congratulations screen that appears when you pair with the
Primary HDX codec is very similar.)
Additionally, as shown in Figure 5-3, the HDX web UI Touch Control scree n
displays information about the Polycom Touch Control, such as the
software version, the serial number, and the IP address of the Polycom
Touch Control.
Polycom, Inc. 57
Polycom Immersive Telepresence (ITP) Administrator’s Guide
11 Touch Home on the Polycom Touch Control to return to the Home
screen.
Pairing the Polycom Touch Control with the System
Controller
OTX 100 Compact systems do not use a System Controller. Therefore, if you
have an OTX 100 Compact system, skip this section and continue with
Chapter 6.
To pair the Polycom Touch Control with the System Controller:
1 Touch System on page 2 of the Polycom Touch Control Home
screen.
2 Touch the HDX System tab.
The Device Connection Status screen appears.
3 Touch .
4 Touch View Pairing Settings.
58 Polycom, Inc.
Pairing the Polycom Touch Control with the HDX Codec and the System Controller
5 Enter the Admin ID and password.
The default Admin ID is
6 Touch Done.
The Connect to Device screen appears.
7 Touch the down arrow on the Device field to view the Device list (shown in
Figure 5-2), and then touch ITP.
8 Touch the IP Address or Host Name field on the Connect to Device
screen to view the keypad.
9 Enter the IP address of the System Controller.
. The default password is .
10 Touch Connect.
The Congratulations screen appears indicating that the Polycom Touch
Control is successfully paired with the ITP System Controller.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
11 Touch Home on the Polycom Touch Control to return to the Home
screen.
Unpairing the Polycom Touch Control
If you ever need to disable the connection between the Polycom Touch Control
and the Primary HDX codec and System Controller, you can unpair the
Polycom Touch Control using the HDX web interface.
To unpair the Polycom Touch Control:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > Polycom Touch Control.
3 Clear the Allow Polycom Touch Control to Pair with this System
check box or select Forget this Device.
60 Polycom, Inc.
6
Configuring the H.323 Gatekeeper,
SIP Server, and Global Directory
This chapter describes how to configure the ITP systems for use with an H.323
gatekeeper, configure the ITP systems for SIP, enable the Telepresence
Interoperability Protocol (TIP), and configure the global directory.
If you are using the ITP system with a Microsoft Lync™ Server 2010, refer only
to the information in the Configuring ITP Systems for Use with a Lync Server
section on page 70. This section provides the instructions you must follow
when the ITP system is in a Microsoft environment.
Configuring ITP Systems for Use with an H.323
Gatekeeper
In order to dial other systems by number (instead of by IP address), you must
configure the ITP systems to register with an H.323 gatekeeper. For Polycom
ITP, the recommended H.323 gatekeeper is the Polycom CMA system. You
should register each codec in an ITP room with an H.323 gatekeeper when you
first configure each ITP room as well as whenever you add a new room.
• If you register the ITP room with the CMA system, the codecs in that r oom
will be automatically added to the global directory.
Note, however, that even when you register the codecs with the CMA
system, those codecs will not be able to access the CMA system directory
until you have completed the procedure in the Configuring ITP Systems for
Use with the CMA System Directory section on page 66.
• If you do not register the ITP room with a gatekeeper or you register with
a gatekeeper other than the CMA system, the codecs in that room will not
be automatically added to the global directory.
If you do not use the CMA system as the gatekeeper, but you want to use
the CMA system for global directory services, you will need to add all of the
codecs manually using the CMA system web UI.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Whether or not you register with the CMA system, users still have access to
the CMA system directory when using the Polycom Touch Control or the
Crestron Touch Panel.
To configure the ITP systems to register with an H.323 gatekeeper:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > Network > IP Network.
3 Fill in the fields in the H.323 Settings section of the screen. Be sure to:
— Select Specify in the Use Gatekeeper field.
— Enter the gatekeeper IP address in the Primary Gatekeeper IP
Address field.
4 Click Update.
5 Repeat the previous steps for each HDX codec in the ITP room.
When the HDX codec is registered with the CMA system, a message
appears stating that the gatekeeper registration is complete.
6 Do one of the following:
— If you registered the ITP room with the CMA system and you want to
use the global directory, continue with the following section,
Configuring ITP Systems for Use with the CMA System Directory.
— If you did not register the ITP room with the CMA system and you do
not want to use the global directory, continue with Chapter 7.
62 Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
For more information about configuring the HDX system to use a gatekeeper,
refer to the .
Configuring ITP Systems for SIP
Perform the steps in this section if your network support s the Session Initiation
Protocol (SIP).
To configure ITP systems for SIP:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > Network > IP Network > SIP Settings.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 Fill in the fields in the SIP Settings section of the screen as described in
the . Be sure to:
— Use the ITP naming convention when entering the User Name on the
SIP Settings screen. Refer to With the ITP naming conventio n, the
Primary codec must have a name that indicates that it is an ITP system
and how many codecs it has. The corresponding Secondary and any
subsequent codecs’ names must be derived from the Primary codec’ s
name and indicate the codec number.
The examples in the following table show the names you would enter
for the Primary, Secondary, and additional codecs if the name of the
Primary codec was
Codec Format Example
Primary
codec
Secondary
codec
Right
codec
Left
codec
— Do not select the Microsoft Lync Server 2010 check box.
Enabling the Telepresence Interoperability Protocol
(TIP)
ITP systems with software version 3.0.2 or later and the TIP option key can
interoperate with TIP endpoints. TIP is a proprietary protocol created by Cisco
for deployment with Cisco TelePresence systems (CTS). Polycom ITP
solutions now support TIP in order to provide the best possible telepresence
experience when interoperating with CTS equipment.
TIP is supported with Polycom ITP systems with Polycom Touch Controls and
with the Polycom ATX SDK system. If you are using TIP with one of these
systems, follow the steps in this section; otherwise, skip this section and
continue with the Enabling User-Initiated Multipoint Conferences section on
page 93.
64 Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
Points to note about TIP:
• T o use TIP with your ITP system, you must have the Polycom T ouch Control.
TIP is not supported with Crestron Touch Panels.
• SIP (TIP) calls must connect at a call speed of 1 Mbps or higher.
• Only TIP version 7 is supported.
• In a TIP call, only XGA content at 5 fps is supported. The following content
sources are not supported in TIP calls:
— USB content from the Polycom Touch Control
— People+Content IP
To enable TIP:
1 Install the TIP option key on all of the HDX codecs in the ITP system as
described in the Upgrading the Polycom HDX Software section on page
1.
®
When you install the TIP option key, the following changes are ma de
automatically on each of the HDX codecs:
— A TIP check box is displayed and enable d on the HDX Call Preference
screen.
— The SIP (TIP) Calls settings appear on the HDX Call Preference
screen.
— The 1024 setting is enabled on the HDX Call Speeds screen.
2 Register the Primary HDX codec with the Cisco Unified Communications
Manager (CUCM) as described in the
document.
3 Verify the settings required for ITP TIP on the HDX Call Preference
screen:
a Log into the Polycom HDX web UI.
b Go to Admin Settings > Network > Call Preference.
c Ensure that the H.323, SIP, and TIP check boxes are sele ct ed .
Note that if TIP interoperability is required, you must select the SIP
and TIP check boxes on all of the codecs in the ITP room. If TIP is not
required, do not select the TIP and SIP check boxes.
4 Verify the settings required for ITP TIP on the HDX Network Dialing
screen:
a Go to Admin Settings > Network > Network Dialing.
b Ensure that the Preferred Dialing Method field is set to Auto.
c Ensure that the Call Preference field is set to Video then Phone.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
d If the ITP system needs to be configured to use both TIP and H.323
simultaneously, ensure that the V ideo Dialing Order #1 field is set to
H.323 and the Video Dialing Order #2 field is set to IP SIP.
If the ITP system does not need to be configur ed to us e both TIP a nd
H.323 simultaneously, you can set the Video Dialing Order field as
needed for your particular environment.
e Ensure that the Phone Dialing Order field is set to Analog phone.
For more information about configuring settings on the HDX, refer to the
.
Configuring ITP Systems for Use with the CMA System
Directory
To integrate the ITP rooms with the CMA system directory, ensure that you
have registered the room with the H.323 gatekeeper as described in the
Configuring ITP Systems for Use with an H.323 Gatekeeper section on page
61 or that the CMA system administrator has manually added all of the codecs
in the ITP room to the CMA system.
Additionally, you must:
• Configure the ITP rooms to access the CMA system directory server.
• Create ITP rooms and associate endpoints using the CMA system.
• Create groups and associate members using the CMA system.
Configuring the ITP Rooms to Access the CMA System Directory
Server
For each ITP room, you mu st conf igure the Primary codec to access the CMA
system directory server . You do not have to configure the remaining codecs in
the room.
To configure the ITP rooms to access the CMA system directory server:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > Global Services > Directory Servers.
66 Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
3 Select the LDAP check box.
Note that GDS is not supported.
4 Fill in the remaining fields on the screen:
a The Server Address and Server Port are dependent upon the CMA
system IP address and port at the customer site.
b Enter the Group Name of your choice.
c Enter the Base DN (Distinguished Name) as shown in Figure 6-3
unless the CMA system administrator has not used the recommended
file system structure. Contact the CMA system administrator if you
need more information.
d Enter the Authentication Type, Use SSL (Secure Socket Layer), and
Domain Name as shown in Figure 6-3.
e In the User Name field, enter a user name for an account on the CMA
system server. The CMA system administrator will provide you with the
user name. The user does not have to be an administrator.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
f Select the NTLM Password check box the first time you perform the
configuration. You must then enter the password for the CMA system
account. The CMA system administrator will provide you with the
password.
5 Click Update.
Creating ITP Rooms and Associating Endpoints Using the CMA
System
This procedure enables the two, three, or four individual cod ecs in an ITP room
to be associated together as one room. This also enables them to appear as
one room in the CMA system directory.
To use the Polycom CMA system to create rooms and associate endpoints,
you must be logged in to the CMA system as an administrator . Ther efore, you
may have to ask the CMA system administrator to perform this procedure for
you.
To create ITP rooms and associate endpoints using the CMA system:
1 Log into the Polycom CMA system web UI.
2 Go to Admin > Rooms.
3 On the Rooms page, click Add.
4 Click Manually Define to manually specify the new room details.
5 Complete the General Info section of the Add New Room dialog box as
described in the
6 Click Associated Endpoints.
7 Complete the Associated Endpoints section of the Add New Room dialog
box:
a Highlight the Primary codec in the Available Endpoints list, and then
click the right arrow button to move the codec’s name to the Selected
Endpoints list.
Note that the endpoints displayed in the Available Endpoints list
include all of the codecs that have been registered with the CMA
system. If you do not see the codecs from the ITP room you
registered, then you did not register those codecs properly.
b Repeat step 7a for the Seco ndary codec and then for the remaining
codecs in the room, if any. Be sure to add the codecs in the correct
order.
8 Click Ok.
The new room appears in the list.
68 Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
Creating Groups and Associating Members Using the CMA System
Creating groups in the Polycom CMA system makes it easier for users to find
other users in the directory , especially when the directory is large. If yo u added
new ITP rooms (as described in the previous section), you may wish to create
new groups for these rooms or you may wish to add the ITP rooms to e xisting
groups.
To use the CMA system to create groups and associate members, you must
be logged in to the CMA system as an administrator. Therefore, you may have
to ask the CMA administrator to perform this procedure for you.
When you add or remove groups in the CMA system, the changes may not be
reflected in the HDX web UI for up to one hour. The HDX system queries the
CMA system every sixty minutes to refresh the list of groups.
On the Polycom Touch Control or the Crestron Touch Panel, however, the list of
groups will be updated whenever the user performs an action that refreshes
the screen, such as switching from the Home screen to another screen.
To create groups and associate members using the CMA system:
1 Log into the Polycom CMA web UI.
2 Go to User > Groups.
3 On the Groups page, click Add Local Group.
4 Complete the General Info section of the Add Local Group dialog box as
described in the .
Note that, in the Provisioning Profile field, you must leave the default
setting as (none). Provisioning is not supported with Polycom ITP.
5 Click Group Members. (No action is required on the Associated Roles
tab.)
6 Complete the Group Members section of the Add Local Group dialog box
as described in the .
7 Click Ok.
The group appears in the Groups list. It is defined as a LOCAL group.
To add members to existing groups using the CMA system:
1 Log into the Polycom CMA web UI.
2 Go to User > Groups.
3 On the Groups page, select the group of interest and click Edit.
4 In the General Info section of the Edit Local Group dialog box, select the
Directory Viewable check box if it is not already checked.
5 Click Group Members.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
6 Complete the Group Members section of the Edit Local Group dialog b ox
as described in the
7 Click Ok.
Configuring ITP Systems for Use with a Lync Server
When configuring ITP systems for use with a Lync Server 2010, you must:
• Enable HD video on the Lync Server
• Create and enable conference room user accounts
• Hide the Secondary codecs in the Lync directory
• Configure the ITP systems for the Microsoft environment
This section provides an of these procedures. Y ou should not attempt
to configure your ITP system in a Microsoft environment based solely on the
information provided in this section. Rather, you must refer to the
detailed information about how to perform each of these tasks.
for
Enabling HD Video on the Lync Server
If your ITP deployment includes support for higher quality video (RTV), you
must change the default video settings of your Lync Server.
For complete information about how to enable HD video on the L ync Server
with ITP, refer to the
available at
http://support.polycom.com/PolycomService/support/us/support/strategic_par
tner_solutions/index.html.
Creating and Enabling Conference Room User Accounts
Y ou must create a conference room user account in Active Directory® for each
HDX codec in the ITP room. Once you have adde d the confer ence r oom u ser
accounts to Active Directory , you must enable and configure them for use with
the Lync Server. If needed, you should then enable HDX users for remote
access and federation.
Keep in mind that, when adding conferencing room user accounts, you must
use the ITP naming convention. With the ITP naming convention, the Primary
codec must have a name that indicates that it is an ITP system and how many
codecs it has. The corresponding Secondary and any subsequent codecs’
names must be derived from the Primary codec’s name and indicate the codec
number.
70 Polycom, Inc.
Configuring the H.323 Gatekeeper, SIP Server, and Global Directory
For complete information about how to create and enable conference room
user accounts with ITP, refer to the
available at
http://support.polycom.com/PolycomService/support/us/support/strategic_par
tner_solutions/index.html.
Hiding the Secondary Codecs in the Lync Directory
After you have created and enabled the conference room user accounts for
ITP, you should hide the Secondary (and subsequent codecs) in the Lync
directory if possible. You can hide the Secondary codecs using either the
Exchange Management Console or the ADSI Edit tool on the Lync Server.
For complete information about how to hide Secondary codecs in the Lync
directory , refer to the
available at
http://support.polycom.com/PolycomService/support/us/support/strategic_par
tner_solutions/index.html.
Configuring ITP Systems for the Microsoft Environment
To complete the configuration procedure for ITP systems in a Microsoft
environment, you must register each codec in the ITP room with the Lync
Server and configure the LAN properties for each codec. You may also have
to perform additional configuration procedures. For example, you can
configure the Lync Server a s your glo bal dir ectory server and you can display
your Microsoft contacts in your ITP system contact list.
For complete information about how to configure ITP systems for the Microsoft
environment, refer to the
available at
http://support.polycom.com/PolycomService/support/us/support/strategic_par
tner_solutions/index.html.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
72 Polycom, Inc.
7
Managing Favorites and the Local
Directory
This chapter describes how to manage Favorites (for ITP sites with a Polycom
Touch Control) and how to manage the local directory (for ITP sites with a
Crestron Touch Panel supplied by Polycom).
• If the ITP site has a Polycom Touch Control, refer to the following section.
• If the ITP site has a Crestron T ouch Panel, refer to the Managing the Local
Directory with a Crestron Touch Panel section on page 82.
Managing Favorites with a Polycom Touch Control
If you have a Polycom Touch Control and you are not using the Polycom CMA
system, you must configure Favorites for the ITP rooms so th at users can ca ll
other rooms without entering the IP address for each room.
If you have a Polycom Touch Control and you are using the Polycom CMA
system, you may want to configure Favorites for rooms that are not registered
to your CMA server.
You can use the ITP room’s Favorites for any of the following:
• Single endpoints, such as traditional video conferencing systems.
• ITP rooms.
• Multiple endpoints, which consist of more than one traditional video
conferencing system and/or ITP room. (A Polycom RMX conference
platform is required to speed dial multiple endpoints.)
• Virtual Meeting Rooms (VMRs). (A Polycom RMX conference platform is
required to dial VMRs.) For more information about creating VMRs, refer
to the Enabling Single Touch Multipoint section on page 102.
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Importing the Speed Dials from the System_Config.ini File
Prior to ITP software version 2.5, video sp eed dia l numbe rs, au dio speed dia l
numbers, and the Help Desk phone number were configured and stored in the
file. With version 2.5 and later , these numbers are stored
in Favorites in the telepresence system’s Primary HDX codec.
For rooms that are upgrading to version 2.5 or later from an earlier version, you
can import the speed dial numbers from the
HDX system as described in this section. For new ITP rooms, skip this section
and continue with Configuring Favorites on page 75.
Follow the steps in this section only if you wish to have the speed dial entries
listed as part of the ITP room’s Favorites. If all of the speed dial entries from
this ITP system are listed in the CMA directory, you can skip this section and
manually create new Favorites from the global directory.
To import the speed dials from the System_Config.ini file:
1 Ensure that the Telepresence Tool is launched on the laptop.
2 Click Tools on the Telepresence Tool main screen, and then select
Import Speed Dial Numbers.
file into the
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > Import Speed Dial Numbers from the Windows Start button.
3 On the Import Speed Dial Numb ers d ialo g bo x, specify th e loca tio n of the
file and the IP address of the HDX codec into which
the speed dials will be imported.
74 Polycom, Inc.
Managing Favorites and the Local Directory
The Import Speed Dial Number s dialog box includes a progress meter and
a log detailing the entries that were imported.
Besides importing the speed dial numbers into Favorites, the Import Speed
Dial Numbers function also sets the video call speeds based on the contents
of the
• If the call speed has been specified in the
specified call speed is used.
• If no call speed has been specified in the System_Config.ini file, a speed
based on the model of the HDX codec is used. For HDX 9004 codecs, the
call speed is set to 4 Mbps (4096). For HDX 8000 codecs, the call speed
is set to 6 Mbps (6144).
file. For each video speed dial entry:
file, the
Configuring Favorites
You must perform the steps in this section if:
• You are not registered with the Polycom CMA system and you are
configuring a new ITP room.
• You are registered with the Polycom CMA system and you wish to add
sites to your Favorites that are not registered to your CMA system.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
• You are not registered with the Polycom CMA system and you are
upgrading to ITP version 2.5 or later fr om an earlier version, and you want
to add additional Favorites beyond what you imported from the
file.
• You are registered to a SIP server and you want to add SIP sites to your
Favorites. If you are in a Microsoft environment, you can use a Lync client
to add Contacts to your account. These Contacts will appear on your
Favorites list.
Additionally, you must perform the steps in this section to add the Help Desk
number to Favorites.
When configuring Favorites, you can configure both single site entries and
multiple site entries.
If another HDX system has many of the Favorites that you need, you can
import the Favorites from that HDX system. Refer to the
Favorites. Note that when you import Favorites, there will be no feedback that
the import has completed. Rather, you will have to look at the Favorites to see
that they have been imported.
for information about how to import and export
Keep the following restrictions in mind when configuring Favorites:
• ITP versions 2.5 and later do not support ISDN numbers. If there are sites in
Favorites that only have ISDN addresses, those sites will not appear on the
Polycom Touch Control. Therefore, you should not create Favorites for
ISDN-only systems.
• Do not manually create a Favorite that uses the same name as a global
directory entry. If you do so, you will have duplicate names in Favorites as
well as possible address conflicts. For example, do not add to Favorites a
global directory entry named and then manually create a
Favorite named .
The following maximum values are supported when adding new Favorites:
Favorites Maximum Supported
Number of Favorites 100
Number of groups 10
Number of codecs in a group 24
76 Polycom, Inc.
Managing Favorites and the Local Directory
Configuring the Help Desk Number
To configure the Help Desk number:
1 Log into the Polycom HDX web UI.
2 Go to Admin Settings > General Settings > Location and do the
following:
a Ensure that the number entered in the Area Code field is correct.
b Ensure that the Always Dial Area Code check box is selected.
c If the country selected in the Country field is the United States, ensure
that the Dial 1+ for all USA Calls check box is selected.
3 Go to Place a Call > Directory.
4 Click Favorites.
5 Click Create Contact.
6 Fill in the following fields on the New Contact screen:
a In the Name field, enter Help Desk.
b In the Call Quality field, leave the default.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
c In the Phone Number field, enter the full Help Desk telephone number
including the international dialing prefix, if needed. Leave the Country
Code and Area Code fields blank.
7 Click Save.
Configuring Single Site Entries
To configure single site entries in Favorites (for non-ITP sites):
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click Create Contact.
78 Polycom, Inc.
Managing Favorites and the Local Directory
5 Fill in the fields on the New Contact screen (shown in Figure 7-2):
a In the Name field, enter the name of the site.
If the name consists of fewer than 12 characters, the full name will
appear on the Polycom Touch Control UI in all cases. If the name
consists of 12 to 24 characters, part of the name may be truncated
depending on the width of the letters in the name and if there are
spaces in the name.
b In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
» If you select a call speed, that speed will be used for all calls for
this site.
» If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 47.
c Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
6 Click Save.
For more information about configuring local directory entries on the HDX
system, refer to the .
To configure single site entries in Favorites (for ITP sites):
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click Create Contact.
5 Fill in the fields on the New Contact screen (shown in Figure 7-2):
a In the Name field, enter the name.
b Do one of the following :
» Enter the IP address or H.323 extension for each codec in the IP
Address field. Delimit each IP address or extension with a
semicolon. (Note that, even if you are entering extensions, you
must use the IP address field rather than the Extension field.)
The following table provides examples of how to enter the IP
addresses or extensions.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
If you are
entering... Follow this format... For example...
IP addresses
H.323
extensions
Gatekeeper
+ H.323
extensions
(for
calls)
Gatekeeper
+ H.323
extensions
(for
calls)
» Enter the SIP address for each codec in the SIP Address field.
Delimit each address with a semicolon. Alternatively, if you are
using the Microsoft Lync naming convention, specify only the
Primary codec (see Configuring ITP Systems for SIP on page 63.)
The following table provides examples of how to enter the SIP
addresses.
If you are
entering...
SIP
addresses
SIP address
in Lync
environment
Follow this format... For example...
80 Polycom, Inc.
Managing Favorites and the Local Directory
c In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
» If you select a call speed, that speed will be used for all calls for
this site.
» If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 47.
d Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
6 Click Save.
The HDX web UI will display all of the ITP room’s codecs. However, on the
Polycom Touch Control UI, the room will appear as a single Favorite.
For more information about configuring Favorites on th e HDX system, refer to
the .
Configuring Groups
Keep in mind that although you can configure groups at any site, a Polycom
RMX conference platform is required to actually dial the multiple endpoints in
a group.
To configure groups in Favorites:
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click New Group.
5 Enter a group name and click Save.
6 Click Add from Directory.
7 Navigate to the entry that you want to add to the gro up (for example, if the
entry is in the enterprise directory, click Polycom Directory).
8 Click the entry you want to add to the group.
9 Click Add.
Note that the Add button includes the entry name. For example, if the entry
name is
, the Add button will display Add - Andover).
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
10 Repeat steps 6 through 9 for each entry you want to add to the group.
Note that when adding CMA enterprise directory sites to groups, the
naming convention is slightly different: the Primary codec will not be
numbered and the name will include the suffix
with the base name
, , , and
Unless you have configured sample sites not to appear in Favorites (as
described in step 8 on page 3), sample sites may appear in Favorites on the
Polycom Touch Control. If you want to delete these, log into the HDX web UI,
select the Sample Sites group, and then delete the sites.
For more information about configuring Favorites on th e HDX system, refer to
the .
. For example, a room
would appear in the enterprise directory as
Managing the Local Directory with a Crestron Touch
Panel
If you have a Crestron Touch Panel and you are not using the Polycom CMA
system, you must configure local directory entries for the ITP rooms so that
users can call other rooms without entering the IP address for each room.
If you have a Crestron Touch Panel and you are using the Polycom CMA
system, you may want to configure local directory entries for rooms that are not
registered to your CMA server.
You can use the ITP room’s local or global directory to configure speed dials
for any of the following:
• Single endpoints, such as traditional video conferencing systems.
• ITP rooms.
• Multiple endpoints, which consist of more than one traditional video
conferencing system and/or ITP room. (A Polycom RMX conference
platform is required to speed dial multiple endpoints.)
• Virtual Meeting Rooms (VMRs). (An Polycom RMX conference platform is
required to speed dial VMRs.) For more information about creating VMRs,
refer to the Enabling Single Touch Multipoint section on page 102.
82 Polycom, Inc.
Managing Favorites and the Local Directory
Prior to ITP software version 2.5, the speed dial information was stored in the
file; for version 2.5 and later, it is stored in the
telepresence system’s Primary HDX codec.
• If you are upgrading an ITP room to software version 2.5 or later from an
earlier version, you can import the speed dials from the
file into the HDX system so that you do not have to
manually enter them. For information about how to do this, refer to the
following section, Importing the Speed Dials from the System_Config.ini
File.
• If you are configuring a new ITP room, continue with Configuring the Lo cal
Directory Entries on page 85.
Importing the Speed Dials from the System_Config.ini File
Prior to ITP software version 2.5, video sp eed dia l numbe rs, au dio speed dia l
numbers, and the Help Desk phone number were configured and stored in the
file. With version 2.5 and later , these numbers are stored
in the local directory and speed dial list (also known as the site list) of the
telepresence system’s Primary HDX codec.
For rooms that are upgrading to version 2.5 or later from an earlier version, you
can import the speed dial numbers from the
HDX system.
Follow the steps in this section only if you wish to have the speed dial entries
listed as part of the ITP room’s local directory. If all of the speed dial entries
from this ITP system are listed in the CMA directory, you can skip this section
and manually create new speed dials from the global directory.
To import the speed dials from the System_Config.ini file:
1 Ensure that the Telepresence Tool is launched on the laptop.
2 Click Tools on the Telepresence Tool main screen, and then select
Import Speed Dial Numbers.
Alternatively, you can go to All Programs > Polycom > Telepresence
Tool > Import Speed Dial Numbers from the Windows Start button.
3 On the Import Speed Dial Numb ers d ialo g bo x, specify th e loca tio n of the
file and the IP address of the HDX codec into which
the speed dials will be imported.
file into the
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
The Import Speed Dial Number s dialog box includes a progress meter and
a log detailing the entries that were imported.
Besides importing the speed dial numbers, the Import Speed Dial Numbers
function also sets the video call speeds based on the contents of the
file. For each video speed dial entry:
• If the call speed has been specified in the
specified call speed is used.
• If no call speed has been specified in the System_Config.ini file, a speed
based on the model of the HDX codec is used. For HDX 9004 codecs, the
call speed is set to 4 Mbps (4096). For HDX 8000 codecs, the call speed
is set to 6 Mbps (6144).
Additionally, if no audio speed dial entries are imported, an Audio Speed Dial
button for the Help Desk will automatically be created. This Speed Dial button
will appear on the Home screen of the Touch Panel Enhanced user interface.
84 Polycom, Inc.
file, the
Managing Favorites and the Local Directory
Configuring the Local Directory Entries
You must perform the steps in this section if:
• You are not registered with the Polycom CMA system and you are
configuring a new ITP room.
• You are not registered with the Polycom CMA system and you are
upgrading to ITP version 2.5 or later fr om an earlier version, and you want
to add additional local directory entries beyond what you imported from th e
file.
• You are registered with the Polycom CMA system and you wish to add
sites to your local directory that are not registered to your CMA system.
Additionally, you must perform the steps in this section to add the Help Desk
number to the local directory.
When configuring the local directory entries, you can configure bo th single site
entries and multiple site entries.
If another HDX system has many of the local directory entries that you need,
you can import the local directory from that HDX system. Refer to the
for information about how to
import and export local directories. Note that when you import the local
directory , there will be no feedback that the import has completed. Rather, you
will have to look at the local directory to see that the entries have been
imported.
ITP versions 2.5 and later do not support ISDN numbers. If there are sites in
the local or global directory that only have ISDN addresses, those sites will not
appear on the Touch Panel. Therefore, you should not create local directory
entries or speed dial entries for ISDN-only systems.
Keep the following maximum values in mind when adding new directory
entries:
Local Directory Maximum Supported
Number of local directory entries 100
Number of groups 10
Number of codecs in a group 24
Configuring the Help Desk Number
To configure the Help Desk number:
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
3 Click Favorites.
4 Click Create Contact.
5 Fill in the following fields on the New Contact screen (shown in
Figure 7-4):
a In the Name field, enter Help Desk.
b In the Call Quality field, leave the default.
c In the Phone Number field, enter the full Help Desk telephone number
including the international dialing prefix, if needed. Leave the Country
Code and Area Code fields blank.
6 Click Save.
Configuring Single Site Entries
To configure single site entries in the local directory (for non-ITP sites):
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click Create Contact.
5 Fill in the fields on the New Contact screen:
a In the Name field, enter the name of the site.
If the name consists of fewer than 12 characters, the full name will
appear on the Touch Panel UI in all cases. If the name consists of 12
to 24 characters, part of the name may be truncated depending on
the width of the letters in the name and if there are spaces in the
name.
b In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
» If you select a call speed, that speed will be used for all calls for
this site.
» If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 47.
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Managing Favorites and the Local Directory
c Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
6 Click Save.
For more information about configuring local directory entries on the HDX
system, refer to the .
To configure single site entries in the local directory (for ITP sites):
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click Create Contact.
5 In the Name field (shown in Figure 7-4), ente r th e na m e.
6 Fill in the remaining fields on the New Contact screen. Be sure to:
a Enter the IP address or H.323 extension for each codec in the IP
Address field. Delimit each IP address or extension with a semicolon.
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(Note that, even if you are entering extensions, you must use the IP
address field rather than the Extension field.)
The following table provides examples of how to enter the IP
addresses or extensions.
If you are
entering... Follow this format... For example...
IP addresses
H.323
extensions
Gatekeeper
+ H.323
extensions
(for
calls)
Gatekeeper
+ H.323
extensions
(for
calls)
b In the Call Quality field, set the call speed for the site. You can either
select one of the video call speeds from the drop-down list or you can
select Auto.
» If you select a call speed, that speed will be used for all calls for
this site.
» If you select Auto, the preferred call speed set in the HDX Call
Preference screen will be used.
For more information about setting the call speed, see the note on
page 47.
c Leave the ISDN Number and ISDN Call Quality fields blank (ITP
systems do not support ISDN).
7 Click Save.
The HDX web UI will display all of the ITP room’s codecs. However, on the
Polycom Touch Control UI, the room will appear as a single Favorite.
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Managing Favorites and the Local Directory
For more information about configuring local directory entries on the HDX
system, refer to the .
Configuring Groups
Keep in mind that although you can configure groups at any site, a Polycom
RMX conference platform is required to actually dial the multiple endpoints in
a group.
To configure groups in the local directory:
1 Log into the Polycom HDX web UI.
2 Go to Place a Call > Directory.
3 Click Favorites.
4 Click New Group.
5 Enter a group name and click Save.
6 Click Add from Directory.
7 Navigate to the entry that you want to add to the gro up (for example, if the
entry is in the enterprise directory, click Polycom Directory).
8 Click the entry you want to add to the group.
9 Click Add.
Note that the Add button includes the entry name. For example, if the entry
name is
10 Repeat steps 6 through 9 for each entry you want to add to the group.
When adding an ITP room to a group, you must add all of the ro om ’s
codecs. For example, if you are adding an RPX room with the base na me
, you need to include all four codecs: , , ,
and
Note that when adding enterprise directory sites to groups, the naming
convention is slightly different: the Primary codec will not be numbered and
the name will include the suffix
name
Unless you have configured sample sites not to appear in the local directory
(as described in step 8 on page 3), sample sites may appear in the local
directory on the Touch Panel. If you want to delete these, log into the HDX web
UI, select the Sample Sites group in the local directory, and then delete the
sites.
For more information about configuring local directory entries on the HDX
system, refer to the .
, the Add button will display Add - Andover1).
.
. For example, a room with the base
would appear in the enterprise director y as ,
, , and
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Polycom Immersive Telepresence (ITP) Administrator’s Guide
Configuring Speed Dial Buttons
To provide users with additional convenience, you can configure Speed Dial
buttons to correspond to any directory entry (local or global). The Speed Dial
buttons appear on the Touch Panel. Therefore, users can simply walk into the
ITP room and touch one of the Speed Dial buttons to place the call. Note that
speed dials are referred to as in HDX versions earlier than version 2.5.
If you are upgrading to ITP version 2.5 or later from an earlier version and you
imported the
file will already be configured.
Keep the following in mind when adding new Speed Dial buttons:
• The maximum number of Speed Dial buttons supported are:
Speed Dials Maximum Supported
Number of video speed dials 18
Number of audio speed dials 4
file, the speed dials from the
Do not configure more than 18 video speed dials or 4 audio speed dials. If you
do, the video Speed Dial buttons will not display correctly on the Touch Panel
and the audio Speed Dial buttons will not display at all.
• Up to 9 video Speed Dial bu ttons and up to 4 audio S peed Dial buttons can
appear on the Home screen at one time.
• No single word on a Speed Dial button can be longer than 12 characters.
• The maximum number of characters per Speed Dial button is 24.
• If you have no audio speed dial entries to configure, Polycom highly
recommends that you create an Audio Speed Dial button for the Help
Desk. This Speed Dial button will appear on the Home Screen of the Touch
Panel Enhanced User Interface.
• You can create Speed Dial buttons to call multiple sites at one time. (For
more information about user-initiated multipoint conferences, refer to
Chapter 8.)
• When you create a new Speed Dial button, you must reboot the System
Controller in order for the Sp eed Dial button to appear on the Touch Panel.
• The order in which the Speed Dial entries appear on the HDX web UI
Speed Dial screen is the order in which the S peed Dial buttons will appear
on the Touch Panel. For information on how to change the order of the
Speed Dial entries on the Speed Dial screen, refer to Changing the Order
of Speed Dial Buttons on page 92.
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