Polycom 800s User Manual

Administrator Guide

Version 8.4 | June 2014 | 3725-74600-020

Polycom® RealPresence® Collaboration Server 800s, Virtual Edition

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Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®

Collaboration Server, Virtual Edition Administrator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®

Collaboration Server, Virtual Edition Administrator’s Guide System . . . . . . . . . . . . . . . . . . . . . 3

Network Services Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

IP Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Conferencing Modes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

AVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Continuous Presence (CP) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Video Protocol Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

AVC Basic Conferencing Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Supplemental Conferencing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

SVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SVC Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

MCU Supported Resolutions for SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 14

Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

MCU Resource Capacities for Mixed CP and SVC Conferences . . . . . . . . . . . . . . . . . . . 17

Using Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Conferencing Parameters Defined in a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Conferencing Capabilities in the Various Conferencing Modes . . . . . . . . . . . . . . . . . . . . 20

Default Profile Settings in CP Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Default Profile Settings in SVC Only Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . 22

Default Profile Settings in a Mixed CP and SVC Conferencing Mode . . . . . . . . . . . . . . . 23

Viewing the List of Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Profiles Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Modifying an Existing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

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Deleting a Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Defining New Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Guidelines for Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . 28

Exporting Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Exporting All Conference Profiles from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Exporting Selected Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Defining AVC-Based Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Defining AVC CP Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Additional Information for Setting CP Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Gathering Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Gathering Phase Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Enabling the Gathering Phase Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Guidelines for using the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Selecting the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Site Names Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Shorten the Site Name Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Sending Text Messages During a Conference Using Message Overlay . . . . . . . . . . . . . 71

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Selecting the Chinese Font for Text Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Selecting the Chinese Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 74

Defining SVC Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Defining Mixed CP and SVC Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . . 87

Video Resolutions in AVC-based CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Video Display with CIF, SD and HD Video Connections . . . . . . . . . . . . . . . . . . . . . . 87

H.264 High Profile Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

CP Conferencing with H.263 4CIF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

H.263 4CIF Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

The CP Resolution Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

H.264 Base Profile and High Profile Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

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Default Minimum Threshold Line Rates and Resource Usage Summary . . . . . . . . . . . . . 91

Resolution Configuration for CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Modifying the Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Resolution Configuration - Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Resolution Configuration - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Setting the Maximum CP Resolution for Conferencing . . . . . . . . . . . . . . . . . . . . . . . 96

Minimum Frame Rate Threshold for SD Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Additional Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Packet Loss Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Enabling Support of the w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Collaboration Server System Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Additional Intermediate Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Sharing Content During Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Guidelines for Controlling Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Supported Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Content Sharing Using H.239 Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Content Sharing Using BFCP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Guidelines for Using SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Guidelines for Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . 102

Content Media Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Content Transmission Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Content Video Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Highest Common . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Fixed Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Multiple Content Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Guidelines for Sharing Contents using Multiple Content Resolutions . . . . . . . . . . . 105

Content Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

MCU Usage Modes of Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

H.263 (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

H.263 & H.264 Auto Selection (AVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

H.264 Cascade and SVC Optimized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

H.264 HD (AVC CP default) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

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H.264 Content Sharing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Guidelines for Sharing Content Using H.264 HD . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Content Sharing Related Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Sharing Content in Cascaded Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Sending Content to Legacy Endpoints (CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Guidelines for Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . 109

Content Display on Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Sending Content to Legacy Endpoints in Telepresence Mode . . . . . . . . . . . . . . . . . 110

Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Guidelines for Sharing Content in Exclusive Content Mode . . . . . . . . . . . . . . . . . . . 111

Forcing Other Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Managing Noisy Content Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Useful Procedures in Content Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Defining Content Sharing Parameters for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . 113

H.264 Cascade and SVC Optimized Content Sharing in AVC CP Conferences . . . . . . 115

Selecting a Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . 117

Sharing Content in Multiple Content Resolutions Mode . . . . . . . . . . . . . . . . . . . . . . . . . 118

Changing the Default Layout for Content Display on Legacy Endpoints . . . . . . . . . . . . 119

Giving and Cancelling Token Ownership (AVC Participants) . . . . . . . . . . . . . . . . . . . . . 120

Stopping a Content Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Content Sharing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Resolutions and Content Rate Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

H.263 Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

H.264 Resolution per Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

H.264 Highest Common Content Rates Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

H.264 Cascade and SVC Optimized (Fixed) Content Rates Table . . . . . . . . . . . . . 124

Legacy Content Endpoint Default Layouts Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 127

Media Encryption Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Mixing Encrypted and Non-encrypted Endpoints in one Conference . . . . . . . . . . . . . . . . . . 128

Direct Connection to the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Connection to the Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Moving from the Entry Queue to Conferences or Between Conferences . . . . . . . . . . . . 130

Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Enabling Media Encryption for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Setting the Encryption Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Enabling Encryption in the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Enabling Encryption at the Participant Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Monitoring the Encryption Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

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Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 136

Collaboration Server Telepresence Mode Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

System Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Automatic Detection of Immersive Telepresence (ITP) Sites . . . . . . . . . . . . . . . . . . . . . 137

Horizontal Striping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Cropping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Gathering Phase with ITP Room Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Aspect ratio for standard endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Skins and Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

RPX and OTX Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Room Switch Telepresence Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Telepresence Display Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Guidelines for Managing the Room Switch Telepresence Layouts by the MCU . . . . . . . 142

Sending Content to Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . . . . . . . 143

Guidelines for Sending Content to Legacy Endpoints in Telepresence Conferences . . . 143

Content Display on Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . 143

Enabling Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Monitoring Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Monitoring Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Creating Multiple Cascade Links Between Telepresence Conferences . . . . . . . . . . . . . . . . 148

Guidelines for Creating Multiple Cascading Links between Conferences . . . . . . . . . . . . 148

Enabling and Using Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Creating a Link Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Link Participant in the Dial Out RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Participant Link in the Dial In RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Monitoring Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Video Preview (AVC Participants Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Video Preview Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Workstation Requirements to Display Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Testing your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Previewing the Participant Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Auto Scan and Customized Polling in Video Layout (CP Conferences Only) . . . . . . . . . . . . 159

Guidelines for Using Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . 160

Enabling the Auto Scan and Customized Polling (CP Only Conferences) . . . . . . . . . . . 160

Enabling the Auto Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

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Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Packet Loss Compensation (LPR and DBA) AVC CP Conferences . . . . . . . . . . . . . . . . . . . 162

Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Causes of Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Effects of Packet Loss on Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Lost Packet Recovery Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Enabling Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Monitoring Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Network Quality Indication (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Indication Threshold Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Guidelines for Displaying the Network Quality icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Customizing Network Quality Icon Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Lecture Mode (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Enabling Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Selecting the Conference Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Enabling the Automatic Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Lecture Mode Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Restricting Content Broadcast to Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Muting Participants Except the Lecturer (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . 176

Guidelines for Muting all the Participants Except the Lecturer . . . . . . . . . . . . . . . . . 176

Enabling the Mute Participants Except Lecturer Option . . . . . . . . . . . . . . . . . . . . . . 177

Audio Algorithm Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Audio Algorithm Support Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

SIP Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Stereo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Monitoring Participant Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Enabling or Disabling the Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . 182

Enabling or Disabling the Automatic Muting of Noisy Endpoints at the MCU Level . 183

Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Enabling a Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Video Layout in Cascading conferences (CP and mixed CP and SVC) . . . . . . . . . . . . . 185

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Flags controlling Cascade Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

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Basic Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Basic Cascading using IP Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Dialing Directly to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Dialing to an Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Automatic Identification of the Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Meeting Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Meeting Room Toolbar & Right-Click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Creating a New Meeting Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 195

Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Defining a New Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Listing Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Modifying the EQ Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Setting a Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

IVR Provider Entry Queue (Shared Number Dialing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Guidelines for Setting the Entry Queue as IVR Provider . . . . . . . . . . . . . . . . . . . . . 201

Configuring the Collaboration Server as IVR Provider . . . . . . . . . . . . . . . . . . . . . . . 202

Configuring the MCU to Support External IVR Services via the MCCF-IVR . . . . . . 202

SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Creating SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers . . . . . . 205

Guidelines for registering Entry Queues and SIP Factories with SIP Servers . . . . . 205

Monitoring Registration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Ad Hoc Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Viewing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Displaying and Hiding the Group Members in the Navigation Pane . . . . . . . . . . . . . . . . 209

Participants List Pane Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Adding Participants from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . . 210

Adding Individual Participants from the Address Book to Conferences . . . . . . . . . . . . . 211

Adding a Group from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . 211

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Participant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Managing Groups in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Managing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Adding a Participant to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Adding a New participant to the Address Book Directly . . . . . . . . . . . . . . . . . . . . . . . . . 213

Substituting E.164 Number in Dial String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Adding a Participant from an Ongoing Conference to the Address Book . . . . . . . . . . . . 219

Modifying Participants in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Deleting Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Copying or Moving a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Searching the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Filtering the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Filtering Address Book Data Using a Predefined Pattern . . . . . . . . . . . . . . . . . . . . . 224

Filtering Address Book Data Using a Custom Pattern . . . . . . . . . . . . . . . . . . . . . . . 225

Clearing the Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Guidelines for Obtaining the Display Name from the Address Book . . . . . . . . . . . . 228

Enabling and Disabling the Obtain Display Name from Address Book Feature . . . . 228

Importing and Exporting Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Exporting an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Importing an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Integrating the Global Address Book (GAB) of Polycom RealPresence Resource Manager

or Polycom CMA with the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Guidelines for integrating with the Global Address Book of Polycom RealPresence

Resource Manager or Polycom CMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230

Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Guidelines for Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Reservations Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Changing the Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Scheduling Conferences Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 240

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Creating a New Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Managing Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Viewing and Modifying Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Using the Week and Day views of the Reservations Calendar . . . . . . . . . . . . . . . . 246

Adjusting the Start Times of all Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Deleting Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Searching for Reservations using Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Operator Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Operator Conference Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Defining the Components Enabling Operator Assistance . . . . . . . . . . . . . . . . . . . . . . . . 253

Defining a Conference IVR Service with Operator Assistance Options . . . . . . . . . . 253

Defining an Entry Queue IVR Service with Operator Assistance Options . . . . . . . . 256

Defining a Conference Profile for an Operator Conference . . . . . . . . . . . . . . . . . . . 257

Starting an Ongoing Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Saving an Operator Conference to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Starting an Operator Conference from a Template . . . . . . . . . . . . . . . . . . . . . . . . . 262

Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 263

Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Moving Participants Between Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Moving Participants Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Using Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Creating a New Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Creating a new Conference Template from Scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Saving an Ongoing or AVC-based CP Operator Conference as a Template . . . . . . . . . 277

Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Starting an Operator Conference from a Template (AVC Conferencing) . . . . . . . . . 279

Scheduling a Reservation From a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Deleting a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Exporting and Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Exporting Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

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Exporting All Conference Templates from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . 283

Exporting Selected Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286

Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . . . . 289

Setting up the Calendaring Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Calendaring Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

Creating and Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Creating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Collaboration Server Standalone Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Collaboration Server and Polycom RealPresence DMA System Deployment . . . . . 300

Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Viewing the Properties of Ongoing CP and Mixed CP and SVC Conferences . . . . . . . . 302

Viewing the Properties of Ongoing SVC-based Conferences . . . . . . . . . . . . . . . . . . . . . 312

Monitoring of Operator Conferences and Participants Requiring Assistance

(CP and Mixed CP and SVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Request to Speak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Viewing the Properties of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Monitoring IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Monitoring SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Detecting Endpoint Disconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

H323 Endpoint Disconnection Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Monitoring Telepresence Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Creating Multiple Virtual Recording Rooms on the RSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Configuring the Collaboration Server to Enable Recording . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Defining the Recording Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Enabling the Recording Features in a Conference IVR Service . . . . . . . . . . . . . . . . . . . 341

Enabling the Recording in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342

Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Recording Link Encryption Flag Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Recording Link Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

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Managing the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Recording Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Using the Collaboration Server Web Client to Manage the Recording Process . . . . . . . 346

Using DTMF Codes to Manage the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . 348

Users, Connections, and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Collaboration Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Administrator Read-only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349

Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Listing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Adding a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Deleting a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Changing a User’s Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Disabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Enabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Renaming a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354

Guidelines for defining a machine account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Viewing the Connections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358

Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Default IP Service (Conferencing Service - Media and signaling) . . . . . . . . . . . . . . . . . 359

Modifying the Management Network in the RealPresence Collaboration Server 800s . . 360 Modifying the Default IP Network Service in the RealPresence Collaboration

Server 800s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365

Viewing the Management Network in the RealPresence Collaboration Server

Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

IP Network Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

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Using IPv6 Networking Addresses for Collaboration Server Internal and

External Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Collaboration Server Internal Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

External Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

IPv6 Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388

Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389

NAT (Network Address Translation) Traversal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Remote Connection Using the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390

Business to Business Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391

FW (Firewall) NAT Keep Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

System Configuration in SBC environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392

SIP Proxy Failover With Polycom® Distributed Media Application™ (DMA™) 7000 . . . . . . 393

Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®

Collaboration Server Virtual Edition Network Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Signaling and Media Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395

Hardware Monitor Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396

Multiple Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397

Resource Allocation and Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398

Connecting the Cables to the RealPresence Collaboration Server 800s . . . . . . . . . . . . 399

Collaboration Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

System Flags and License Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399

IP Network Service Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400

Setting a Network Service as Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Signaling Host IP Address and MCU Prefix in GK Indications . . . . . . . . . . . . . . . . . 405

Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405

Signaling Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Defining AVC Dial Out Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406

Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Port Gauge Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408

IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

IVR Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409

IVR Services Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

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Adding Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

Uploading a Message File to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 412

Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414

Change to Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428

Controlling the receipt of in-band and out-of-band DTMF Codes . . . . . . . . . . . . . . . 428

Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428

Defining a New Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429

Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service . 434

Modifying the Conference or Entry Queue IVR Service Properties . . . . . . . . . . . . . . . . . . . . 436

Replacing the Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436

Adding a Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437

Creating Audio Prompts and Video Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437

Recording an Audio Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438

Creating a Welcome Video Slide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442

Inviting Participants using DTMF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Invite Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Entering Additional DTMF Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444

Enabling the Invite Participants using DTMF Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444

Disabling the Invite Participant Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447

External IVR Service Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448

IVR Services Support with TIP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448

Guidelines for TIP Support with IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448

Default IVR Prompts and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449

Volume Control of IVR Messages, Roll Call and Music . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453

IVR Services in TIP-Enabled Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453

IVR Services in TIP-Enabled Conferences Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 454

Entry Queue and Virtual Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454

Configuring the Conference and Entry Queue IVR Services . . . . . . . . . . . . . . . . . . 454

Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455

The CDR File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455

CDR File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455

Multi-Part CDR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456

Enabling the Multi-Part CDR Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457

CDR File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457

Viewing, Retrieving and Archiving Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . 458

Viewing the Conference Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458

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Multi-part CDR File display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459

Refreshing the CDR List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460

Retrieving and Archiving Conference CDR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . 460

RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Installing the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Accessing or downloading the RMX Manager Installer . . . . . . . . . . . . . . . . . . . . . . . . . . 462

Accessing the RMX Manager Application Installer Directly from the MCU . . . . . . . . 462

Downloading the Installation files from Polycom Support Site . . . . . . . . . . . . . . . . . 463

Accessing the RMX Manager Installer from the Login screen . . . . . . . . . . . . . . . . . 464

Installing the RMX Manager on Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464

Installing the RMX Manager for Multi-User Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466

Starting the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468

Connecting to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470

RMX Manager Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472

MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472

Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474

Collaboration Server Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

List Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476

Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477

Adding MCUs to the MCUs List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477

Starting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479

Starting a Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480

Starting a Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480

Starting an Ongoing Conference or Reservation From a Template . . . . . . . . . . . . . . . . 481

Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482

Grouping the Participants by MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483

Start Monitoring/Stop Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484

Modifying the MCU Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486

Disconnecting an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487

Removing an MCU from the MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487

Changing the RMX Manager Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488

Import/Export RMX Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488

Administration and Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491

System and Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491

System Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491

Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493

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RMX Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494

Altering the clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494

Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496

Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496

MCU Capacities in CP Only Conferencing and SVC Only Conferencing . . . . . . . . . 496

MCU Capacities in Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . 497

AVC Conferencing - Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497

Forcing Video Resource Allocation to CIF Resolution . . . . . . . . . . . . . . . . . . . . . . . 497

Resource Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498

Displaying the Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499

Resource Capacities in AVC CP, SVC and Mixed Mode Conferences . . . . . . . . . . . . . 501

MCU Resource Management by RealPresence Resource Manager, Polycom CMA

and Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

Port Usage Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

Setting the Port Usage Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502

SIP Dial-in Busy Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502

Port Usage Gauge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503

System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504

SNMP (Simple Network Management Protocol) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505

MIBs (Management Information Base) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505

Traps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

MIB Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Private MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Support for MIB-II Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

The Alarm-MIB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

H.341-MIB (H.341 – H.323) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Standard MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507

Unified MIB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507

Traps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509

Status Trap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510

RMX MIB entities that do not generate traps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511

Defining the SNMP Parameters in the Collaboration Server . . . . . . . . . . . . . . . . . . . . . 512

Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520

Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520

Audible Alarm Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

Stop Repeating Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

Configuring the Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

User Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521

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Replacing the Audible Alarm File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522

Multilingual Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523

Customizing the Multilingual Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523

Banner Display and Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

Non-Modifiable Banner Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

Sample 1 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525

Sample 2 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

Sample 3 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

Sample 4 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526

Customizing Banners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527

Banner Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528

Main Screen Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528

Software Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529

Backup and Restore Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529

Using Software Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530

Ping the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531

Using Ping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531

Notification Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532

Logger Diagnostic Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534

Information Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536

Standard Security Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536

Using the Information Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537

Step 1: Creating the Information Collector Compressed File . . . . . . . . . . . . . . . . . . 537

Step 2: Saving the Compressed File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538

Step 3: Viewing the Compressed File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538

Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538

Auditor Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539

Retrieving Auditor Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539

Auditor File Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541

Audit Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544

Alerts and Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544

Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545

ActiveX Bypass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547

Installing ActiveX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547

Resetting the Collaboration Server 800s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548

Resetting the RealPresence Collaboration Server Virtual Edition . . . . . . . . . . . . . . . . . . . . . 548

Upgrading and Downgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551

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Upgrading or Downgrading the Polycom® RealPresence® Collaboration

Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition . . . . . 572

System Configuration Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578

Modifying System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578

Manually Adding and Deleting System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590

Manually Adding Flags to the CS_MODULE_PARAMETERS Tab . . . . . . . . . . . . . 612

Deleting a Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613

Auto Layout Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613

Customizing the Default Auto Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613

LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values . . . . . . . . . . . . . . . . . . . . . 616

CS_ENABLE_EPC Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616

Automatic Password Generation Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617

Enabling the Automatic Generation of Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . 617

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619

Hardware Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620

Viewing the Status of the Hardware Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620

Hardware Monitor Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621

Viewing the Properties of Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition Hardware Components . . . 621

FAN Properties: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623

Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625

Appendix A - Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629

IP Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629

Appendix B - Active Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635

Appendix C - CDR Fields, Unformatted File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646

The Conference Summary Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647

Event Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648

Standard Event Record Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648

Event Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649

Event Specific Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654

Disconnection Cause Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679

MGC Manager Events that are not Supported by the Collaboration Server . . . . . . . . . . . . . 682

Appendix D - Ad Hoc Conferencing and External Database Authentication . 684

Ad Hoc Conferencing without Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684

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Ad Hoc Conferencing with Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685

Entry Queue Level - Conference Initiation Validation with an External Database

Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685

Conference Access with External Database Authentication . . . . . . . . . . . . . . . . . . . . . . . . . 687

Conference Access Validation - All Participants (Always) . . . . . . . . . . . . . . . . . . . . . . . 688

Conference Access Validation - Chairperson Only (Upon Request) . . . . . . . . . . . . . . . . 689

System Settings for Ad Hoc Conferencing and External Database Authentication . . . . . . . . 690

Ad Hoc Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 690

Authentication Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 690

MCU Configuration to Communicate with an External Database Application . . . . . 691

Enabling External Database Validation for Starting New Ongoing Conferences . . . 692

Enabling External Database Validation for Conferences Access . . . . . . . . . . . . . . . 693

Appendix E - Participant Properties Advanced Channel Information . . . . . . . 695

Appendix G - Configuring Direct Connections to the Collaboration Server . . 697

Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697

Configuring the Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697

Connecting to the Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701

Connecting to the Collaboration Server via Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702

Procedure 1: Install the RMX Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702

Procedure 2: Configure the Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702

Procedure 3: Create a Dial-up Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703

Procedure 4: Connect to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 707

Appendix H - Integration Into Microsoft Environments . . . . . . . . . . . . . . . . . . 709

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709

Conferencing Entities Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710

Multiple Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710

Interactive Connectivity Establishment (ICE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710

ICE Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710

Connecting to the Collaboration Server in ICE Environment . . . . . . . . . . . . . . . . . . 711

Dialing Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711

Integrating the Collaboration Server into the Microsoft Office Communications

Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713

Setting the Matched URI Dialing Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713

Configuring the Office Communications Server for Collaboration Server Systems . 714

Setting the Trusted Host for Collaboration Server in the Office Communications

Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714

Setting the Static Route for Collaboration Server in the OCS . . . . . . . . . . . . . . . . . 716

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Setting the Static Route & Trusted Host for Collaboration Server in the Load

Balancer Server (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 717

Configuring the Collaboration Server System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719

Dialing to an Entry Queue, Meeting Room or Conference Using the Matched URI

Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719

Setting the Numerical Dialing Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 719

Setting the Numerical Dialing for Collaboration Server Meeting Rooms . . . . . . . . . 719

Optional. Removing the Collaboration Server from the Host Authorization List . . . . 720

Configuring the Collaboration Server as a Routable Gateway . . . . . . . . . . . . . . . . . 721

Establishing a Voice Route to the Collaboration Server “Voice” Gateway . . . . . . . . 722

Configuring Office Communicator Users for Enterprise Voice . . . . . . . . . . . . . . . . . 725

Starting a Conferencing Call from the MOC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 729

Setting Simultaneous Numerical Dialing and Matched URI Routing . . . . . . . . . . . . . . . . 729

PFX Method - Creating the Security (TLS) Certificate in the OCS and Exporting the

Certificate to the Collaboration Server Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 730

Retrieving the Certificate from the OCS to be sent to the Collaboration Server

Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 735

Optional. Creating the Certificate Password File (certPassword.txt) . . . . . . . . . . . . 737

Supporting Remote and Federated Users in Office Communications Server ICE

Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 738

Creating an Active Directory Account for the Collaboration Server . . . . . . . . . . . . . 738

Enabling the Collaboration Server User Account for Office Communication Server 740

Configure the Collaboration Server for ICE dialing . . . . . . . . . . . . . . . . . . . . . . . . . . 741

Registering the Collaboration Server as a Trusted Application for Lync 2010/2013 . . . . . . . 742

Configure the Collaboration Server FQDN in the DNS . . . . . . . . . . . . . . . . . . . . . . . 742

Configure Collaboration Server Static Route and Trusted Application . . . . . . . . . . . 744

Configure the Collaboration Server for Lync 2010/2013 . . . . . . . . . . . . . . . . . . . . . . 747

Import and install the Certificate on the Collaboration Server . . . . . . . . . . . . . . . . . 752

Collaboration Server System Flag Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 755

Enabling the Microsoft Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 755

Microsoft RTV Video Protocol Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . 757

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 757

Participant Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 758

Monitoring RTV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 759

Controlling Resource Allocations for Lync Clients Using RTV Video Protocol . . . . . . . . 759

Threshold HD Flag Settings using the RTV Video Protocol . . . . . . . . . . . . . . . . . . . 760

Sharing Content via the Polycom CSS Plug-in for Lync Clients . . . . . . . . . . . . . . . . . . . . . . 760

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 761

Configuring the MCU for Content Sharing via the Polycom CSS Plug-in . . . . . . . . . . . . 761

Setting the System Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 761

Conference Profile Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762

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Monitoring the Participant connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 762

Adding Presence to Conferencing Entities in the Buddy List . . . . . . . . . . . . . . . . . . . . . . . . 764

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 764

Enabling the Registration of the Conferencing Entities . . . . . . . . . . . . . . . . . . . . . . . . . . 765

Creating an Active Directory Account for the Conferencing Entity . . . . . . . . . . . . . . 765

Enabling the Conferencing Entity User Account for Office Communication Server

or Lync Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 767

Defining the Microsoft SIP Server in the IP Network Service . . . . . . . . . . . . . . . . . . 768

Enabling Registration in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . 768

Verifying the Collaboration Server Conferencing Entity Routing Name and Profile . 769

Monitoring the Registration Status of a Conferencing Entity in the Collaboration

Server Web Client or RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770

Conferencing Entity List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 770

Conferencing Entity Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 771

Collaboration Server Configuration for CAC Implementation . . . . . . . . . . . . . . . . . . . . . . . . 773

Conferencing Behavior in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 774

Monitoring Participant Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 774

Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU Conference . . . 775

Configuring the Collaboration Server for Federated (ICE) Dialing . . . . . . . . . . . . . . . . . . . . 776

Monitoring the Connection to the STUN and Relay Servers in the ICE Environment . . . 777

Monitoring the Participant Connection in ICE Environment . . . . . . . . . . . . . . . . . . . . . . 778

Active Alarms and Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 780

Active Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 780

ICE Active Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 781

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783

Known Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783

Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 783

Lync 2013 SVC Connectivity to Polycom MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 785

Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 785

Backward compatibility to Lync 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 786

Video Resource Requirements and Implications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 786

Support for HD1080p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 786

Limit Maximum Resolution for MS SVC Using a System flag . . . . . . . . . . . . . . . . . . 787

ICE Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787

Federation Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 787

System Flags for Cropping Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 788

Sharing Content during a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 788

Cisco TIP Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 790

Lync 2013 Participant monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 790

Monitoring Participant Properties - Channel Status Tab . . . . . . . . . . . . . . . . . . . . . . 791

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Monitoring Participant Properties - Channel Status - Advanced Tab . . . . . . . . . . . . 792

Deployment Architecture 1 - Collaboration Server Hosted . . . . . . . . . . . . . . . . . . . . . . . . . . 793

Look and Feel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 793

Deployment Architecture 2 - MS AV MCU Cascade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 794

Look and Feel for Lync clients and Group Series Endpoints . . . . . . . . . . . . . . . . . . . . . 795

Look and Feel for Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 796

Video Resource Requirement Selection in MS AV MCU Cascade . . . . . . . . . . . . . . . . . 796

Video Forcing and Changing Layout in MS AV MCU Cascade . . . . . . . . . . . . . . . . 797

Handle Low Bit Rate Calls From the AV MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797

Remove Empty Cells From the Video Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 797

Configuring the Collaboration Server as a Trusted Application for Lync 2013 . . . . . . . . . . . 798

Registering the Collaboration Server as a Trusted Application for Lync 2010/2013 . . . . . . . 798

Configure the Collaboration Server FQDN in the DNS . . . . . . . . . . . . . . . . . . . . . . . 798

Configure Collaboration Server Static Route and Trusted Application . . . . . . . . . . . 801

Configure the Collaboration Server for Lync 2010/2013 . . . . . . . . . . . . . . . . . . . . . . 804

Import and install the Certificate on the Collaboration Server . . . . . . . . . . . . . . . . . 809

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 811

Appendix I - Polycom Open Collaboration Network (POCN) . . . . . . . . . . . . . . 812

Collaboration With Cisco’s Telepresence Interoperability Protocol (TIP) . . . . . . . . . . . . . . . 812

Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 813

Single Company Model - Polycom and Cisco Infrastructure . . . . . . . . . . . . . . . . . . . . . . 813

Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817

Multipoint call with DMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 817

Multipoint call without DMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 818

Company to Company Models Using a Service Provider . . . . . . . . . . . . . . . . . . . . . . . . 819

Model 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 819

Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 821

Multipoint call via Service Provider - Model 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 821

Multipoint call via Service Provider - Model 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 822

Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 824

Multipoint call via Service Provider - Model 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 824

Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825

Gatekeepers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825

Standalone Polycom CMA/DMA System as a Gatekeeper . . . . . . . . . . . . . . . . . . . 825

Standalone Cisco IOS Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825

Neighbored Cisco IOS and Polycom CMA/DMA Gatekeepers . . . . . . . . . . . . . . . . . 825

DMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825

CUCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 825

Configuring the Cisco and Polycom Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

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Cisco Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

CUCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

IOS Gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

IOS and CMA Gatekeepers (Neighbored) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

Polycom Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 826

Configuring the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827

Configuring Entry Queues and IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 828

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 829

Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 829

Procedure 1: Set the MIN_TIP_COMPATIBILITY_LINE_RATE System Flag . . . . . 830

Procedure 2: Configuring Collaboration Server to statically route outbound SIP

calls to DMA or CUCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 830

Procedure 3: Configuring the Collaboration Server’s H.323 Network Service

to register with CMA gatekeeper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 831

Procedure 4: Configuring a TIP Enabled Profile on the Collaboration Server . . . . . 832

Content Sharing Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 837

Procedure 5: Configuring an Ad Hoc Entry Queue on the Collaboration Server

if DMA is not used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 838

Procedure 6: Configuring a Meeting Room on the Collaboration Server . . . . . . . . . 839

Procedure 7: Configuring Participant Properties for dial out calls . . . . . . . . . . . . . . 839

Collaboration with Microsoft and Cisco . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 840

Deployment Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 841

Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844

Multipoint Calls using DMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844

Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

DMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

Microsoft Lync Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

CUCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

Solution Interoperability Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 845

TIP Layout Support & Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 847

Supported TIP Resolutions and Resource Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . 847

Supported Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 847

Resource Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 847

Configuring the Microsoft, Cisco and Polycom Components . . . . . . . . . . . . . . . . . . . . . . . . 848

Content Sharing Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 853

Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 854

Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 855

Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 858

Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 859

Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 859

Operations During Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860

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RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4

Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860

CTS Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 860

Lync Participants (RTV) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 862

Known Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 863

Restoring Defaults and System Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 865

Restore to Factory Security Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 865

Comprehensive Restore to Factory Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 868

Comprehensive Restore to Factory Defaults Procedure . . . . . . . . . . . . . . . . . . . . . . . . . 869

Procedure A: Backup Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 869

Procedure B: Restore to Factory Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 870

Procedure C: Restore the System Configuration From the Backup . . . . . . . . . . . . . 873

System Recovery Using the Recovery DVD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873

Preparation for System Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 873

Performing the Recovery Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 874

Completing the System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 875

Appendix K - SIP RFC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 876

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Overview

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server, Virtual Edition Administrator’s Guide

The Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server, Virtual Edition Administrator’s Guide provides instructions for configuring, deploying, and

administering Polycom Multipoint Control Units (MCUs) for video conferencing. This guide will help you understand the Polycom video conferencing components, and provides descriptions of all available conferencing features.

This guide will help you perform the following tasks:

● Customize the Collaboration Server conferencing entities such as conference Profiles, IVR Services, Meeting Rooms, Entry Queues, etc., to your organization’s needs (optional). In the CloudAxis solution environment, these entities should be defined in the Polycom® RealPresence® Distributed Media Application™ (DMA®).

● Define Collaboration Server Users.

● Advanced conference Management

● Define video protocols and resolution configuration for CP conferencing

● Optional. Configure Templates, the Address Book and schedule Reservations. In the CloudAxis

solution environment, these entities should be defined in the RealPresence DMA system.

● Record Conferences

● Configure the Collaboration Server to support special call flows and conferencing requirements, such

as Cascading Conferences.

● Configure the Collaboration Server to support Polycom third party and partner environments such as Microsoft, IBM, Cisco, Avaya, Broadsoft and Siemens.

● Configure the Collaboration Server for special applications and needs by setting various system flags.

● Manage and troubleshoot the Collaboration Server’s performance.

The Polycom® RealPresence Collaboration Server 800s / Virtual Edition Getting Started Guide provides description of basic conferencing operations. It will help you perform the following tasks:

● Unpack the Collaboration Server system and install it on a rack (Collaboration Server 800s only).

● Connect the required cables to the Collaboration Server (Collaboration Server 800s only).

● Perform basic configuration procedures.

● Start a new conference and connect participants/endpoints to it.

● Monitor ongoing conferences

● Perform basic operations and monitoring tasks

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Overview

Who Should Read This Guide?

System administrators and network engineers should read this guide to learn how to properly set up Polycom Collaboration Server systems. This guide describes administration-level tasks.

For detailed description of first time installation and configuration, description of the Collaboration Server (RMX) Web Client, and basic operation of your Collaboration Server system, see the Polycom® RealPresence Collaboration Server 800s / Virtual Edition Getting Started Guide.

Prerequisites

This guide assumes the user has the following knowledge:

● Familiarity with Windows® XP or Windows 7 operating systems and interface.

● Familiarity with Microsoft® Internet Explorer® Version 7, 8 or 9.

● Basic knowledge of video conferencing concepts and terminology.

How This Guide is Organized

The following typographic conventions are used in this guide to distinguish types of in-text information.

Typographic Conventions

Convention Description

Bold Highlights interface items such as menus, soft keys, flag names, and directories. Also used

to represent menu selections and text entry to the phone.

Italics Used to emphasize text, to show example values or inputs, file names and to show titles of

reference documents available from the Polycom Support Web site and other reference sites.

Underlined Blue Used for URL links to external Web pages or documents. If you click on text in this style,

you will be linked to an external document or Web page.

Blue Text Used for cross referenced page numbers in the same or other chapters or documents. If

you click on blue text, you will be taken to the referenced section. Also used for cross references. If you click the italic cross reference text, you will be taken to the referenced section.

<variable name> Indicates a variable for which you must enter information specific to your installation,

endpoint, or network. For example, when you see <IP address>, enter the IP address of the described device.

> Indicates that you need to select an item from a menu. For example, Administration >

System Information indicates that you need to select System Information from the Administration menu.

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Overview

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server, Virtual Edition Administrator’s Guide System

The Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition are high performance, scalable, IP-network (H.323 and SIP) MCUs that provide feature-rich and easy-to-use multipoint voice and video conferencing.

The MCU can be used as a standalone device to run voice and video conferences or it can be used as part of a solution provided by Polycom. This solution may include the following components:

● Polycom® RSS™ 4000 - provides one-touch recording and secure playback on video conferencing systems, tablets and smartphones, or from your Web browser.

● Polycom® Distributed Media Application™ (DMA™) system - provides call control and MCU virtualization with carrier-grade redundancy, resiliency and scalability.

● Polycom® RealPresence® Resource Manager - centrally manages, monitors and delivers Cloud based Video as a Service (VaaS) and enterprise video collaboration.

● Polycom® RealPresence® Access Director™ - removes communication barriers and enables internal and external teams to collaborate more easily and effectively over video.

The following diagram describes the multipoint video conferencing configuration with the Collaboration Server as a standalone system.

Multipoint Video Conferencing using a RealPresence Collaboration Server 800s/Virtual Edition

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Overview

The RealPresence Collaboration Server 800s / Virtual Edition provide multipoint voice and video conferencing.

The RealPresence Collaboration Server 800s / Virtual Edition unit can be controlled via the LAN, by the Collaboration Server Web Client application, using Internet Explorer installed on the user’s workstation or the RMX Manager application. The RMX Manager can control several MCU units..

In the RealPresence Collaboration Server 800s unit, MCU management and IP conferencing are performed via two different LAN ports. The networks can be separated in Maximum Security Environments.

Network Services Guidelines

IP Networks

In the RealPresence Collaboration Server 800s, system management and IP conferencing are performed via a single LAN port.

Management uses LAN1 and IP network Services use LAN2. When enabling multiple services, management and the IP network service (1) share LAN1, the second IP network service (2) uses LAN2.

Workstation Requirements

The RMX Web Client and RMX Manager applications can be installed in an environment that meets the following requirements:

● Minimum Hardware – Intel® Pentium® III, 1 GHz or higher, 1024 MB RAM, 500 MB free disk space.

● Workstation Operating System – Microsoft® Windows® XP, Windows® 7, and Windows® 8.

● Network Card – 10/100/1000 Mbps.

● Web Browser - Microsoft® Internet Explorer® Version 7, 8, 9, and 10.

● Collaboration Server Web client and RMX Manager are optimized for display at a resolution of 1280

x 800 pixels and a magnification of 100%

The following table lists the environments (Web Browsers and Operating Systems) with which the Collaboration Server Web Client and RMX Manager applications are supported.

Collaboration Server Wen Client/RMX Manager Environment Interoperability Table

Web Browser Operating System

Internet Explorer 7 Windows Vista™

Windows 7

Internet Explorer 8 Windows 7

Internet Explorer 9 Windows 7 and Windows 8

Internet Explorer 10* Windows 8

.Net Framework 2.0 is required and installed automatically. If ActiveX installation is blocked, see the Polycom® RealPresence Collaboration Server 800s /

Virtual Edition Administrator’s Guide.

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Overview

.Net Framework 2.0 SP1 or above is required and installed automatically. Internet Explorer must be enabled to allow running Signed ActiveX.

If ActiveX installation is blocked, see the ActiveX Bypass.

Collaboration Server Web Client does not support larger Windows text or font sizes. It is recommended to set the text size to 100% (default) or Normal in the Display settings in Windows Control Panel on all workstations. Otherwise, some dialog boxes might not appear properly aligned. To change the text size, select Control Panel>Display. For Windows XP, click the Appearance tab, select Normal for the Font size and click OK. For Windows 7, click the Smaller - 100% option and click OK.

When installing the Collaboration Server Web Client, Windows Explorer >Internet Options> Security Settings must be set to Medium or less.

It is not recommended to run RMX Web Client and Polycom CMAD applications simultaneously on the same workstation.

If you have problems getting the Collaboration Server Web Client to work with Windows 8, it is recommended to run Internet Explorer as an administrator by holding the shift key and right-clicking on the IE icon, and then select Run as Administrator.

.Net Framework 2.0 SP1 or above is required and installed automatically. Internet Explorer must be enabled to allow running Signed ActiveX.

If ActiveX installation is blocked, see the ActiveX Bypass.

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Overview

For Windows 7™ Security Settings, see the Polycom® RealPresence Collaboration Server 800s / Virtual Edition Getting Started Guide, Windows 7™ Security Settings.

For Internet Explorer 8 configuration, see the Polycom® RealPresence Collaboration Server 800s / Virtual Edition Getting Started Guide, Windows 7™ Security Settings.

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Conferencing Modes Overview

The MCU system offers the following types of conferences (Conferencing Modes), based on the video protocol and the video display during the conference:

● AVC-based Conferencing - CP Only (Video Transcoding)

● SVC-based Conferencing (Media Relay) - SVC Only

● Mixed AVC and SVC Conferencing - CP and SVC

AVC Conferencing

AVC-based Conferences allow endpoints that support AVC video to connect to these conferences. AVC (Advanced Video Coding) video refers to the H.264 video protocols used to send and receive video. On the

Collaboration Server system it also includes all the standard video protocols such as H.261, H.263, and RTV.

All endpoints (including SVC-enabled endpoints) have AVC capabilities and can connect to AVC conferences running on the MCU. AVC-based endpoints can connect using different signaling protocols and different video protocols.

Based on the video processing required during the conference, the Collaboration Server offers the Continuous Presence Conferencing Mode for AVC-based conferencing.

The Conferencing Mode determines the video display options (full screen or split screen with all participants viewed simultaneously) and the method in which the video is processed by the MCU (with or without using the MCU’s video resources).

Continuous Presence (CP) Conferencing

The dynamic Continuous Presence (CP) capability of the Collaboration Server system enables viewing flexibility by offering multiple viewing options and window layouts for video conferencing. It enables several participants to be viewed simultaneously and each connected endpoint uses its highest video, audio and data capabilities up to the maximum line rate set for the conference.

AVC-based endpoints can connect to the conference using any:

● Signaling protocol: H.323, SIP, (and RTV line rate, up to a maximum line rate defined for the conference

● Video Protocol: H.261, H.263, H.264 Base Profile and H.264 High Profile) and at any resolution and frame rate, provided they meet the minimum requirements set for the conference:

 Video Resolutions: from QCIF, CIF and up to 1080p30

 Frame rates up to 30fps

In Continuous Presence conferences, the MCU receives the video stream from each endpoint at the video rate, video resolution and frame rate that it is capable of sending, and it superimposes all the received streams into one video stream that includes the input from the other endpoints arranges in the selected video layout.

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Conferencing Modes Overview

Participants do not see themselves in the video layout. By Default, the speaker is shown in the top left layout cell in symmetric layouts, in the larger cell in asymmetric layouts, or in full screen. The speaker sees the previous speakers (their number depends on the number of cells on the speaker’s layout.

The Continuous Presence video session offers layouts to accommodate different numbers of participants and conference settings including support of the VUI annex to the H.264 protocol for endpoints that transmit wide video instead of 4CIF resolution. Each participant can select his/her layout for viewing during the conference, as can be seen in AVC Continuous Presence (CP) video streams and built layouts.

For conferences with more participants than display squares, the Collaboration Server dynamic video mix capability allows the viewed sites to be modified throughout the conference. The displayed layout can be changed during an ongoing conference, allowing a participant to view different screen layouts of the other conference participants. These layout options allow conferences to have greater flexibility when displaying a large number of participants and maximizes the screen’s effectiveness.

AVC Continuous Presence (CP) video streams and built layouts

Video quality in Continuous Presence conferences is affected by the conference line rate (that determines the maximum line rate to be used by the connecting endpoints), and the video capabilities of the endpoints such as the video protocol, video resolution and frame rate. Content sharing is available in all CP conferences.

This requires extensive processing of the video sent to each participant in the conference. The higher the video rate and resolution, the more processing power is required.

By default every conference, Entry Queue and Meeting Room has the ability to declare the maximum CP resolution as defined for the system. This includes conferences launched by the Collaboration Server Web Client and conferences started via the API.

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Conferencing Modes Overview

CP conferencing is defined in the Conference profile by setting the following main features:

● Setting the Conferencing Mode to CP only

● Conference Line Rate

● Video Layout

Video Protocol Support in CP Conferences

The video protocol selected by the system determines the video compression standard used by the endpoints. In Continuous Presence conferences, the system selects the best video protocol for each of the endpoint according to he endpoint’s capabilities.

The following Video protocols are supported in CP conferences:

● H.261 - the legacy video compression algorithm mandatory to all endpoints. It is used by endpoints that do not support other protocols.

● H.263 - a video compression algorithm that provides a better video quality than H.261. This standard is not supported by all endpoints.

● H.264 Base Profile - a video compression standard that offers improved video quality, especially at line rates lower than 384 Kbps.

H.264 High Profile allows higher quality video to be transmitted at lower line rates.

● RTV - a video protocol that provides high quality video conferencing capability to Microsoft OCS (Office Communicator Server) endpoints at resolutions up to HD720p30. (SIP only).

AVC Basic Conferencing Parameters

The main parameters that define the quality of an AVC-based video conference and its display are:

● Line (Bit) Rate - The transfer rate of video and audio streams. The higher the line (bit) rate, the better the video quality. The MCU supports the following line rates:

 CP Conferences: 64kbps to

● Audio Algorithm - The audio compression algorithm determines the quality of the conference audio.

● Video protocol, video format, frame rate, annexes, and interlaced video mode - These

parameters define the quality of the video images. The Collaboration Server will send video at the best possible resolution supported by endpoints regardless of the resolution received from the endpoints.

 When Sharpness is selected as the Video Quality setting in the Conference Profile, the

Collaboration Server will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps.

 H.264 High Profile protocol provides better compression of video images in line rates lower than

384 Kbps and it will be automatically selected for the endpoint if it supports H.264 High Profile. If the endpoint does not support H.264 High Profile, the Collaboration Server will try H.264 Base Profile which provides good compression of video images in line rates lower than 384 Kbps (better than H.263 and not as good as H.264 High Profile).

 When working with Collaboration Servers at low bit rates (128, 256, or 384Kbps), HDX endpoints

will transmit SD15 resolution instead of 2CIF resolution.

When using a full screen (1x1) conference layout, the Collaboration Server transmits the same resolution it receives from the endpoint.

● Video resolution:

4096kbps

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Conferencing Modes Overview

 H.261 CIF/QCIF – Supported in Continuous Presence (CP) conferences at resolutions of 288 x

352 pixels (CIF) and 144 x 176 pixels (QCIF). Both resolutions are supported at frame rates of up to 30 frames per second.

 H.263 4CIF - A high video resolution available to H.263 endpoints that do not support H.264. It is

only supported for conferences in which the video quality is set to sharpness and for lines rates of 384kbps to 1920kbps.

 Standard Definition (SD) - A high quality video protocol which uses the H.264 and H.264 High

Profile video algorithms. It enables compliant endpoints to connect to Continuous Presence conferences at resolutions of 720 x 576 pixels for PAL systems and 720 x 480 pixels for NTSC systems.

 High Definition (HD) – HD is an ultra-high quality video resolution that uses the H.264 and H.264

High Profile video algorithms. Depending on the Collaboration Server’s type, compliant endpoints are able to connect to conferences at the following resolutions:

 720p (1280 x 720 pixels) - all Collaboration Server types

 1080p (1920 x 1080 pixels) in Collaboration Server

● Lost Packet Recovery (LPR) - LPR creates additional packets that contain recovery information used to reconstruct packets that are lost during transmission.

Supplemental Conferencing Features

In addition to basic parameters that determine the quality of the video, additional features can be enabled, adding capabilities to the conference, or enabling special conferencing modes:

● Content Sharing (H.239) – Allows compliant endpoints to transmit and receive two simultaneous streams of conference data to enable Content sharing. H.239 is also supported in cascading conferences. Both H.263 and H.264 Content sharing protocols are supported. If all endpoints connected to the conference have H.264 capability, Content is shared using H.264, otherwise Content is shared using H.263.

For more information, see Sharing Content During Conferences.

● Encryption – Used to enhance media security at conference and participant levels. For more information, see Implementing Media Encryption for Secured Conferencing..

● Conference Recording - The Collaboration Server enables audio and video recording of conferences using Polycom RSS recording system.

● Lecture Mode (CP Conferences only) – The lecturer is seen by all participants in full screen while the lecturer views all conference participants in the selected video layout. For more information, see Lecture Mode (AVC CP Only).

● Presentation Mode (CP Conferences only) – When the current speaker’s speech exceeds a predefined time (30 seconds), the conference layout automatically changes to full screen, displaying the current speaker as the conference lecturer on all the participants’ endpoints. During this time the speaker’s endpoint displays the previous conference layout. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to its predefined video layout. Presentation mode is available with Auto Layout and Same Layout.

 If the speaker in a video conference is an Audio Only participant, the Presentation Mode is

disabled for that participant.

 Video forcing works in the same way as in Lecture Mode when Presentation Mode is activated,

that is, forcing is only enabled at the conference level, and it only applies to the video layout viewed by the lecturer.

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Conferencing Modes Overview

● Telepresence Mode (CP Conferences only) - enables the connection of numerous high definition telepresence rooms and of different models (such as TPX and RPX) into one conference maintaining the telepresence experience. This mode is enabled by a special license.

● TIP Support (CP Conferences only) - TIP is a proprietary protocol created by Cisco for deployment in Cisco TelePresence systems (CTS). Polycom’s solution is to allow the Collaboration Server to natively inter-operate with Cisco TelePresence Systems, ensuring optimum quality multi-screen, multipoint calls.

SVC-based Conferencing

The SVC-Based conferencing mode provides video without transcoding by the MCU, hence requiring less video resources while providing better error resiliency and lower latency.

Using the SVC video protocol, SVC conferences provide video bit streams at different resolutions, frame rates and line rates to SVC-enabled endpoints with various display capabilities and layout configurations.

In the SVC-based conference, each SVC-enabled endpoint transmits multiple bit streams, called simulcasting, to the Collaboration Server. Simulcasting enables each endpoint to transmit at different resolutions and frame rates such as 720p at 30fps, 15fps, and 7.5fps, 360p at 15fps and 7.5fps, and 180p at 7.5fps.

The Polycom SVC-enabled endpoints (such as the Polycom® RealPresence® Desktop for Windows® and Polycom® RealPresence® Mobile) compose the layout according to their layout settings and video capabilities. This enables the MCU to send or relay the selected video streams to each endpoint without processing the video streams and sending the composite video layout to the endpoints.

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Conferencing Modes Overview

SVC video streams and Layouts

The video streams displayed in the conference layout on each endpoint is obtained from the different streams received from each of the endpoints displayed in the layout. Depending on the size of the video cell in the configured layout, the endpoint requests the video stream in the required resolution from the Collaboration Server. The higher the display quality and size, the higher the requested resolution will be sent to the endpoint. The endpoint creates the displayed layout from the different video streams it receives.

For instance, an SVC endpoint might want to receive three video streams at different frame rates and resolutions, and create a conference layout with the received video streams. Each SVC-enabled endpoint sends encoded SVC bit streams to the MCU to relay to the other SVC-enabled endpoints in the conference.

The endpoints encode the video in multiple resolutions and decodes the multiple video input streams.

For example:

RealPresence mobile client (2) will transmit two resolutions; one that is suited for RealPresence Desktop client (3) and a second that is suited for two other endpoints: RealPresence Desktop client (4) and (1).

RealPresence Desktop client (1) transmits two resolutions; one that is suited for RealPresence Mobile client (2) and a second that is suited for RealPresence Desktop client (4).

The MCU determines which of the incoming resolutions to send to each endpoint. It does not perform any SVC encoding and decoding, or any transcoding of the video streams. The Collaboration Server functions as the multipoint media relay to the endpoints. For voice activated selection of the video streams, the Collaboration Server determines which of the incoming bit streams to send to each endpoint.

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Conferencing Modes Overview

Advantages of SVC Conferencing

SVC increases the scalability of video networks and enables mass desktop video deployments. Some of the advantages of SVC conferencing are:

● Offers high-resolution video conferencing with low end-to-end latency, improved error resiliency and higher system capacities.

● Allows the SVC-enabled video endpoints to manage display layouts, supporting multiple line rates, resolutions and frame rates.

● The Collaboration Server functions as a media relay server providing low cost production benefits. The Collaboration Server reduces bandwidth usage by only selecting the necessary video stream to be sent to the endpoints.

SVC Conferencing Guidelines

You can run SVC-based conferences when following the guidelines listed below.

● SVC conferences are supported only with the following:

 SVC Licensing

 SIP over UDP signaling

 SIP over TLS Signaling

 Polycom SVC-enabled endpoints (Polycom® RealPresence® Desktop, Polycom®

RealPresence® Mobile)

 Ad Hoc conferencing via Meeting Rooms and ongoing conferences

● SVC Only conferences can run on the same MCU as AVC Only conferences.

● End-to-end latency on a local network (same site), is around 200mSec to ensure AV sync (also known

as Lip-sync).

● Dial-out is not available in SVC Only conference.

● Dial-in is available as follows:

 AVC endpoints (participants) can only connect to an AVC conference or Mixed CP and SVC

conference. When dialing into SVC Only conferences they will be disconnected and the calls fail.

 SVC endpoints support both AVC and SVC video protocols.

When dialing into SVC Only conferences, they connect as SVC endpoints. When dialing into AVC Only conferences, they connect as AVC endpoints. They cannot connect to an AVC conference using the SVC capabilities.

● SVC endpoints can connect to conferences via Entry Queues, however:

 The Entry Queue and Conference Modes must match - both SVC Only or both Mixed.

 Both the Entry Queue and the Conference must have the same line rate.

● SVC endpoints cannot be moved between conferences.

● Content is supported in H.264 (AVC).

 Only the H.264 Cascade and SVC Optimized option is supported.

 LPR and DBA are not supported for SVC content sharing.

● In SVC Only conferences and Mixed CP and SVC conferences, Auto Layout is the default and the layout display for SVC endpoints is controlled from the endpoint application.

● Site names display on SVC endpoints is controlled from the SVC endpoints.

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Conferencing Modes Overview

● When a RealPresence DMA system is part of the solution, the DMA is used as the SIP proxy and the SVC endpoint subscribes to the RealPresence DMA system for call control. If a RealPresence DMA system is not part of the solution, the SVC endpoint dial directly to the Collaboration Server using IP addresses is the SIP dialing strings.

● When Hot backup is enabled, all the conferences are created on the Slave MCU.

● When Hot Backup is activated and the Slave MCU becomes the Master MCU:

 All AVC endpoints will be reconnected to the AVC conferences. SVC endpoints connected to AVC

conferences using their AVC capabilities will be reconnected to their AVC conferences.

 SVC endpoints cannot be reconnected to their SVC Only conferences as dial-out is not supported

for SVC endpoints. These endpoints will have to manually reconnect to their SVC conferences.

● Cascading between SVC Only conferences or between AVC and SVC Only conferences is not supported.

● The following functionality and features are not supported during SVC Only conferences:

 FECC

 Skins. The video cells are displayed on the endpoint’s default background.

 IVR functionality

 Conference Gathering phase

 All DTMF enabled features during the conference

 Manual selection of video layout

 Chairperson functionality

 Media Encryption

 Recording of SVC Only conferences

 Text messaging using Message Overlay

MCU Supported Resolutions for SVC Conferencing

The MCU automatically selects the resolution and frame rate according to the conference line rate. The table below details the maximum resolution and frame rates supported by the MCU for each conference line rate. The actual video rate, resolution and frame rates displayed on each endpoints is determined by the endpoint’s capabilities.

SVC Conferencing - Maximum Supported Resolutions per Simulcast Stream

Conference Line Rate (kbps)

1472 - 2048 High Profile 720p 30fps 48

1024 - 1472 High Profile 720p 15fps 48

768 - 1024 High Profile 720p 15fps 48

512 - 768 High Profile 360p 30fps 48

256 - 512 Base Profile 180p 15fps 48

Polycom®, Inc. 14

Profile

Maximum Resolution

Max. Frame Rate (fps)

Audio Rate (kbps)

Conferencing Modes Overview

SVC Conferencing - Maximum Supported Resolutions per Simulcast Stream

Conference Line Rate (kbps) Profile

192 - 256 Base Profile 180p 30fps 48

128 - 192 Base Profile 180p 15fps 48

Maximum Resolution

Max. Frame Rate (fps)

Audio Rate (kbps)

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Conferencing Modes Overview

Mixed CP and SVC Conferencing

In a mixed CP (AVC) and SVC conference, AVC-based endpoints and SVC-enabled endpoints can be supported in the same conference.

In a mixed CP (AVC) and SVC conference, SVC endpoints transmit multiple resolutions and temporal layers to the Collaboration Server like the SVC-based conferences, while AVC endpoints, for example, send only one AVC video stream to the Collaboration Server. Other endpoints (also referred to as AVC endpoints as opposed to SVC endpoints) can send different video protocols, such as H.263. The Collaboration Server relays SVC-encoded video bit streams to the SVC-enabled endpoints in the conference according to their request. This enables the video conference layouts to be automatically assembled by the endpoint. AVC endpoints connected to the conference send a single AVC video bit stream to the Collaboration Server, which is then transcoded to SVC video streams. SVC-enabled endpoints receive the AVC converted video bit streams through the Collaboration Server from the AVC endpoints as a single SVC video bit stream. Alternatively, AVC endpoints receive a single video bit stream with the defined video conference layout from the Collaboration Server. In this mixed mode conferencing, both SVC and AVC endpoints in the conference receive the same CP layout.

The following diagram illustrates an example of a mixed CP and SVC conferencing mode:

In this example, an SVC endpoint (1) receives three video streams at different frame rates and resolutions, and creates the conference layout with the received video streams. The video bit stream that the SVC endpoint receives from the AVC endpoint (3) is decoded in the Collaboration Server and then encoded into an SVC bit stream in the required resolution.

Alternatively, an AVC endpoint (4) sends a single resolution video stream to the Collaboration Server. The Collaboration Server first decodes the SVC bit streams and AVC bit streams, then the Collaboration Server composes the video layout for the AVC endpoint and sends a single resolution video stream with the video

Polycom®, Inc. 16

Conferencing Modes Overview

layout to the participant. In the displayed example, the Collaboration Server creates different video layouts for each AVC endpoint.

MCU Resource Capacities for Mixed CP and SVC Conferences

In a mixed CP and SVC conference, video resources are allocated according to the MCU type and the translation pools (AVC to SVC and SVC to AVC) used to convert video streams. Translation pools are dynamically allocated, when the conference becomes a mixed CP and SVC conference; resources are not released when the conference stops being a mixed CP and SVC conference. The translation pools send one SVC to AVC stream with a resolution of 360p, two AVC to SVC streams with a resolution of 360p and 180p for AVC HD endpoints, and one video stream with a resolution of 180p for AVC SD endpoints. When a video stream with a resolution of 360p is not available, a video stream with a resolution of 180p is sent instead.

Translations between different endpoints can be done without using the highest resolution, thus saving translation resources. CP video layouts in mixed CP and SVC conferences support the standard resolutions as in normal CP conferences.

Taking these factors into consideration and the type of MCU deployed in the environment, the resource capacities for a mixed CP and SVC conference can vary.

The following table describes an example of the resource capacity allocations for the RealPresence Collaboration Server:

Resource Capacity Allocations

Resource Type Number of Available Ports

Mixed CP and SVC (HD) (Example) 20 AVC

90 SVC

HD720p30 40

SD (@ 30 fps) 40

SVC Only 60

CIF (@ 30 fps) 60

The first four resource types in the resource capacity allocations table are endpoints in a CP only conference or a mixed CP and SVC conference before the actual resource allocations occur.

In a mixed CP and SVC conference, video resources are used according to the amount of both AVC and SVC participants in the conference and according to the actual type of the conference - mixed CP and SVC conferences or CP only conferences. The ratio of resources in a mixed conference is one AVC HD (720p30) video resource to three SVC video resources, meaning for each AVC HD video resource, three SVC video resources can be allocated.

In this resource capacity allocations example, the mixed CP and SVC conference can allocate a combination of AVC and SVC ports depending on the endpoints that are defined in the actual conference. For example, a conference can be defined as a mixed CP and SVC conference but will only allocate resources as a mixed conference when both AVC and SVC endpoints join the conference. When there are only one resource type of endpoints participating in the conference, such as AVC or SVC, the resource allocations are assigned according to the type of endpoint. For instance, a mixed CP and SVC conference

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Conferencing Modes Overview

with HD endpoints assigned, can have 60 or 120 ports allocated depending on the server configuration. When an SVC endpoint joins the conference, the conference becomes an actual mixed conference and the resource allocations are divided between the AVC and SVC endpoints. The Resource Report will reflect this by showing an increase in the resource usage.

The following diagram illustrates the amount of AVC to SVC port resources that are used in an actual mixed CP and SVC conference:

Polycom®, Inc. 18

Using Conference Profiles

In the Polycom® RealPresence® CloudAXIS™ Suite, the Conference Profiles are defined in the RealPresence DMA system component and should not be defined directly in the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition component.

Conference Profiles include conference parameters such as Conferencing Mode, conference line rate, video and content sharing resolutions and settings, video layout, encryption, Lost Packet Recovery (LPR), etc. Profiles eliminate the need to define these parameters for each new conference created on the MCU. They are stored on the Collaboration Server and they enable you to define all types of conferences.

The maximum number of Conference Profiles that can be defined is 80.

Conference Profiles are assigned to Conferences, Meeting Rooms, Reservations and Entry Queues. The same Profile can be assigned to different conferencing entities. When modifying the Profile parameters, the changes will be applied to all the conferencing entities to which the profile is assigned.

Conference Profile options differ according to the selected Conferencing Mode. Profiles can be defined for AVC (Advanced Video Codec) CP conferencing Mode, SVC (Scalable Video Codec) conferencing Mode or Mixed CP and SVC Conferencing Mode.

Conference Profiles can be saved to Conference Templates along with all participant parameters, including their Personal Layout and Video Forcing settings. It enables administrators and operators to create, save, schedule and activate identical conferences quickly and easily.

Conferencing Parameters Defined in a Profile

When defining a new video Profile, you select the parameters that determine the video display on the participant’s endpoint and the quality of the video, according to the selected Conferencing Mode. When defining a new conference Profile, the system uses default values for the selected conferencing Mode.

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Using Conference Profiles

Conferencing Capabilities in the Various Conferencing Modes

The following table summarizes the conferencing capabilities and options available in the different Conferencing Modes.

Conferencing Capabilities in the Different Conferencing Modes

Feature CP Only Mixed CP & SVC SVC Only

Conference Type

Operator Conferences

Entry Queues * * *

Permanent Conference

Cascading ** **

Conferencing Feature

IVR

Dial Out

Auto Redial

LPR

Content

Presentation Mode









Reduced IVR set for SVC endpoints







All Content Settings, All Content Protocols

*** ***

‡

Graphics Only, H.264 Cascade & SVC Optimized (only)



Graphics Only, H.264 Cascade & SVC Optimized



Lecture Mode

Same Layout

Layout Selection

Skins

Encryption

Polycom®, Inc. 20







AVC endpoints only



AVC endpoints only

Layout set to Auto Layout and defined on the endpoint





Using Conference Profiles

Conferencing Capabilities in the Different Conferencing Modes

Feature CP Only Mixed CP & SVC SVC Only

Recording

Site Names

* Entry Queue & Destination Conference must have the same profile (i.e. SVC only to SVC only, Mixed CP and SVC to Mixed CP and SVC) ** Only Basic Cascading is available

*** For AVC, the LPR error resiliency is used, however for SVC endpoints, new error resiliency methods are used ‡. Content Line Rate is fixed at 128Kbps.



AVC recording only



AVC endpoints only



Managed by the endpoint (not via MCU)

Default Profile Settings in CP Conferencing Mode

The Collaboration Server is shipped with a default Conference Profile for CP conferences which allows users to immediately start standard ongoing CP conferences. These are also the default settings when creating a new Profile.

Default CP Only Conference Profile Settings

Setting Value

Profile Name Factory_Video_Profile

The default settings are as follows

Line Rate 384Kbps

Operator Conference Disabled

Encryption Disabled

Packet Loss Compensation (LPR and DBA)

Auto Terminate • After last participant quits - Enabled

Auto Redialing Disabled

Exclusive Content Mode Disabled

Enable FECC Enabled

Video Quality Sharpness

Maximum Resolution Auto

Content Settings HiResGraphics (High Res Graphics)

Content Protocol H.264 HD

Presentation Mode Disabled

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Enabled for CP Conferences

• When last participant remains - Disabled

Using Conference Profiles

Default CP Only Conference Profile Settings

Setting Value

Same Layout Disabled

Lecturer View Switching Disabled

Auto Scan Interval Disabled (10)

Auto Layout Enabled

Mute participants except the lecturer Disabled

Skin Polycom

IVR Name Conference IVR Service

Recording Disabled

Site Names display Disabled

Network Services - SIP Registration Disabled

Network Services - Accept Calls Enabled

Default Profile Settings in SVC Only Conferencing Mode

The Collaboration Server is shipped with a default Conference Profile for SVC Only conferences which allows users to immediately start standard ongoing SVC Only conferences. These are also the default settings when creating a new Profile.

Default SVC Only Conference Profile Settings

Setting Value

Profile Name Factory_SVC_Video_Profile

Line Rate 1920Kbps

Operator Conference Not supported

Encryption Disabled

Packet Loss Compensation (LPR and DBA)

Auto Terminate • After last participant quits - Enabled

Auto Redialing Not supported

Exclusive Content Mode Disabled

Enable FECC Disabled

The default settings are as follows:

Not supported

• When last participant remains - Disabled

Video Quality Sharpness

Maximum Resolution Auto

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Using Conference Profiles

Default SVC Only Conference Profile Settings

Setting Value

Content Settings Graphics

Content Protocol H.264 Cascading and SVC Optimized

Presentation Mode Not applicable

Same Layout Not applicable

Lecturer View Switching Not applicable

Auto Scan Interval Not applicable

Auto Layout Enabled (Only available option)

Mute participants except the lecturer Not applicable

IVR Name Conference IVR Service

Network Services - SIP Registration Disabled

Network Services - Accept Calls Enabled

Default Profile Settings in a Mixed CP and SVC Conferencing Mode

The Collaboration Server is shipped with a default Conference Profile (CP and SVC) for mixed CP and SVC conferences which enables users to immediately start a standard ongoing mixed CP and SVC conference. These are also the default settings when creating a new Profile. (During mixed SVC & CP conferences, PSTN (Audio Only) calls are supported.) Dial-out is not available in Mixed CP and SVC conferences.

The default settings are as follows

Default Mixed CP and SVC Conference Profile Settings

Setting Value

Profile Name Factory_Mix_SVC_CP_Video_Profile

Line Rate 1920Kbps

Operator Conference Disabled

Encryption Enabled

Packet Loss Compensation (LPR and DBA)

Auto Terminate • After last participant quits - Enabled

Auto Redialing Disabled

Enabled for AVC participants only

• When last participant remains - Disabled

Font for text over video Enabled for AVC participants only

Exclusive Content Mode Disabled

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Using Conference Profiles

Default Mixed CP and SVC Conference Profile Settings

Setting Value

Enable FECC Enabled

Video Quality Sharpness

Maximum Resolution Auto

Content Settings Graphics

Content Protocol H.264 Cascade and SVC Optimized (only)

Presentation Mode Disabled

Same Layout Enabled

Lecturer View Switching Disabled

Auto Scan Interval Disabled

Auto Layout Enabled

Mute participants except the lecturer Disabled

Skin Classic (for AVC participants)

IVR Name Conference IVR Service

Recording Enabled

Site Names display Enabled for AVC participants only

Network Services - SIP Registration Disabled

Network Services - Accept Calls Enabled

Network quality indication Enabled for AVC participants only

This Profile is automatically assigned to the following conferencing entities:

Name ID

Meeting Rooms

Maple_Room 1001

Oak_Room 1002

Juniper_Room 1003

Fig_Room 1004

Entry Queue

Default EQ 1000

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Using Conference Profiles

Viewing the List of Conference Profiles

Existing Conference Profiles are listed in the Conference Profiles list pane.

To list Conference Profiles:

1 In the RMX Management pane, expand the Rarely Used list.

2 In the RMX Management pane, Click the Conference Profiles button.

The Conference Profiles are displayed in the Conference Profiles List pane.

The number of the currently defined Conference Profiles appears in the title of the list pane.

The following Conference Profile properties are displayed in the List pane:

Conference Profiles Pane Columns

Field Description

Name The name of the Conference Profile.

Layout Displays either “Auto Layout” or an icon of the layout selected for the profile.

For information about video layouts, see .

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Using Conference Profiles

Conference Profiles Pane Columns

Field Description

Line Rate The maximum bit rate in kbps at which endpoints can connect to the conference.

Routing Name Displays the Routing Name defined by the user or automatically generated by the

system.

Encryption Displays if media encryption is enabled for the Profile.

Profiles Toolbar

The Profile toolbar provides quick access to the Profile functions:

Profile Toolbar buttons

Button Button Name Description

New Profile To create a new Profile.

Delete Profile To delete a Profile, click the Profile name and then click this

button.

Import Profile To import Conference Profiles from another MCU in your

environment.

Export Profile To export Conference Profiles to a single XML file that can be

used to import the Conference Profiles on multiple MCUs.

Modifying an Existing Profile

You can modify any of the Profile’s parameters but you cannot rename the Profile.

To modify the Profile properties:

1 In the Conference Profiles List, double -click the Profile icon or right-click the Profile icon, and then

click Profile Properties.

The Profile Properties - General dialog box opens.

2 Modify the required Profile parameter(s).

3 Click OK.

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Using Conference Profiles

Deleting a Conference Profile

You can delete Profiles from the Profiles list.

A Conference Profile cannot be deleted if it is being used by Meeting Rooms, Reservations, Entry Queues, and SIP Factories. A Profile that is assigned to only one ongoing conference and no other conferencing entity can be deleted.

To delete a Conference Profile:

1 List the Profile that are currently defined in the system. For details, see Viewing the List of

Conference Profiles.

2 In the Conference Profiles list, select the Conference Profile you want to delete.

3 Click the Delete Profile

or Right-click the Conference Profile to be deleted and select Delete Profile from the menu.

4 In the confirmation dialog box, click OK.

The Conference Profile is deleted.

() button.

Defining New Profiles

In the Polycom® RealPresence® CloudAXIS™ Suite, the Conference Profiles are defined in the Polycom® RealPresence® DMA® system component and should not be defined directly in the

Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition component.

Profiles are the basis for the definition of all ongoing conferences, Reservations, Meeting Rooms, Entry Queues, and Conference Templates and they contain only conference properties.

Profiles can be defined for the following Conferencing Modes: AVC (Advanced Video Codec) CP , SVC (Scalable Video Codec) or Mixed CP and SVC. The Profile tabs and options change according to the selected Conferencing Mode and only supported options are available for selection. Unsupported options are disabled (grayed out).

CP Conferencing Mode also offers a special functional conference - Operator Conference.

To facilitate the definition process of a new Profile, the system displays default values for each parameter so you need only to modify the required settings.

To define a new Profile:

1 In the RMX Management pane, expand the Rarely Used list.

2 In the RMX Management pane, click Conference Profiles.

3 In the Conference Profiles pane, click the New Profile button.

The New Profile – General dialog box opens.

4 In the Display Name field, enter the Profile name.

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Using Conference Profiles

5 Select the appropriate Conferencing Mode: CP, SVC Only or CP and SVC.

The New Profile tabs and options change according to the selected Conferencing Mode and only supported options are available for selection.

6 Define the Profile parameters as described in:

 Defining AVC CP Conferencing Profiles

 Defining SVC Conference Profiles

 Defining Mixed CP and SVC Conferencing Profiles

Exporting and Importing Conference Profiles

Conference Profiles can be exported from one MCU and imported to multiple MCUs in your environment, enabling you to copy the Conference Profiles definitions to other systems. This can save configuration time and ensures that identical settings are used for conferences running on different MCUs. This is especially important in environments using cascading conferences that are running on different MCUs.

Guidelines for Exporting and Importing Conference Profiles

● Only Collaboration Server system administrators can export and import Conference Profiles. Operators are only allowed to export Conference Profiles.

● You can select a single, multiple, or all Conference Profiles to be exported.

● Conference Templates and their related Conference Profiles can be exported and imported

simultaneously using the Conference Templates export and import function. For more information, see Exporting and Importing Conference Templates.

Exporting Conference Profiles

Conference Profiles are exported to a single XML file that can be used to import the Conference Profiles on multiple MCUs. Using the Export Conference Profile feature, you can export all or selected Conference Profiles from an MCU.

Exporting All Conference Profiles from an MCU

To export all Conference Profiles from an MCU:

1 List the Profile that are currently defined in the system. For details, see Viewing the List of

Conference Profiles.

2 In the Conference Profiles List toolbar, click the Export Conference Profiles button or

right-click anywhere in the Conference Profiles pane, and then click Export Conference Profiles.

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Using Conference Profiles

The Conference Profile - Export dialog box is displayed.

3 In the Export Path field, click Browse to navigate to the location of the desired path where you want

to save the exported file.

4 In the Profiles file name field, type the file name prefix. The file name suffix (_confProfiles.xml) is

predefined by the system. For example, if you type Profiles01, the exported file name is defined as Profiles01_confProfiles.xml.

5 Click OK to export the Conference Profiles to a file.

If the export file with the same file name already exists, a prompt is displayed.

6 Click Yes to replace the exported file or click No to cancel the export operation and return to the

Conference Profiles list. You can modify the export file name and restart the export operation.

Exporting Selected Conference Profiles

You can select a single Conference Profile or multiple Conference Profiles and export them to a file to be imported to other MCUs in your environment.

To export selected Conference Profiles:

1 List the Profile that are currently defined in the system. For details, see Viewing the List of

Conference Profiles.

2 In the Conference Profiles pane, select the profiles you want to export.

3 In the Conference Profiles List toolbar, click the Export Conference Profiles button or

right-click the selected Conference Profiles, and then click Export Selected Conference Profiles.

Polycom®, Inc. 29

Using Conference Profiles

The Conference Profile - Export dialog box is displayed.

4 In the Export Path field, click Browse to navigate to the location of the desired path where you want

to save the exported file.

5 In the Profiles file name field, type the file name prefix. The file name suffix (_confProfiles.xml) is

predefined by the system. For example, if you type Profiles01, the exported file name is defined as Profiles01_confProfiles.xml.

6 Click OK to export the Conference Profiles to a file.

If the export file with the same file name already exists, a prompt is displayed.

7 Click Yes to replace the exported file or click No to cancel the export operation and return to the

Conference Profiles list. You can modify the export file name and restart the export operation.

Importing Conference Profiles

If your environment includes two or more MCUs, import previously exported Conference Profiles to your MCU to save configuration time and ensure that all MCUs use the same conferencing parameters.

Conference Profiles are not imported when a Conference Profile with that name already exists or if an IVR Service which is assigned to any of the imported Profile does not exist in the MCU.

To import Conference Profiles:

1 Display the Conference Profiles List. For details, see Viewing the List of Conference Profiles.

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Using Conference Profiles

2 In the Conference Profiles List toolbar, click the Import Conference Profiles button or

right-click the Conference Profiles pane, and then click Import Conference Profiles.

The Conference Profile - Import dialog box is displayed.

3 In the Import Path field, click Browse to navigate to the path and file name of the exported

Conference Profiles you want to import.

4 Click OK to import the Conference Profiles.

When Conference Profiles cannot be imported, a Message Alert window is displayed with the profiles that were not imported.

Conference Profiles that are not problematic are imported.

5 Click Cancel to exit the Message Alerts window.

The imported Conference Profiles appear in the Conference Profiles list.

Polycom®, Inc. 31

Defining AVC-Based Conference Profiles

In the RealPresence CloudAxis Solution, the Conference Profiles are defined in the Polycom® RealPresence® DMA® component and should not be defined directly in the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition component.

AVC-based Conference Profile options differ according to the selected Conferencing Mode. To facilitate the definition process of a new Profile, the system displays default values for each parameter so you need only to modify the required settings.

Defining AVC CP Conferencing Profiles

When defining a new Profile, you select the parameters that determine the video display on the participant’s endpoint, the quality of the video, content sharing parameters, whether the conference will be recorded, encryption, Telepresence mode and other conferencing parameters.

The following parameters are defined:

● New AVC CP Profile - General Parameters

● New AVC CP Profile - Advanced Parameters

● New AVC CP Profile - Gathering Settings Parameters

● New AVC CP Profile - Video Quality Parameters

● New AVC CP Profile - Video Settings Parameters

● New AVC CP Profile - Audio Settings Parameters

● New AVC CP Profile - IVR Parameters

● New AVC CP Profile - Recording Parameters

● New AVC CP Profile - Site Names Parameters

● New AVC CP Profile - Message Overlay Parameters

● New AVC CP Profile - Network Services Parameters

● New AVC CP Profile - Layout Indications Parameters

To define a new CP Profile:

1 In the RMX Management pane, click Conference Profiles.

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Defining AVC-Based Conference Profiles

2 In the Conference Profiles pane, click the New Profile button.

The New Profile – General dialog box opens.

3 Define the Profile name and, if required, the Profile General parameters:

New AVC CP Profile - General Parameters

Field/Option Description

Display Name Enter a unique Profile name, as follows:

•

English text uses ASCII encoding and can contain the most characters (length varies according to the field).

• European and Latin text length is approximately half the length of the maximum.

• Asian text length is approximately one third of the length of the maximum.

It is recommended to use a name that indicates the Profile type, such as CP or Operator conference.

Note: This is the only parameter that must be defined when creating a new profile. Note: This field is displayed in all tabs.

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Defining AVC-Based Conference Profiles

New AVC CP Profile - General Parameters (Continued)

Field/Option Description

Line Rate Select the conference bit rate. The line rate

and Content rate The default setting is 384 Kbps.

Note:

This field is displayed in all tabs.

Conferencing Mode Select the required Conferencing Mode. The selection affects the available tabs

and their fields. For CP conferencing, make sure that CP (Continuous Presence) is selected to

define a CP conference Profile (it is the default option).

Note:

This field is displayed in all tabs.

Routing Name Enter the Profile name using ASCII characters set.

The Routing Name can be defined by the user or automatically generated by the system if no Routing Name is entered as follows:

• If an all ASCII text is entered in Display Name, it is used also as the Routing Name.

• If any combination of Unicode and ASCII text (or full Unicode text) is entered in Display Name, the ID (such as Conference ID) is used as the Routing Name.

Operator Conference

(CP Only)

Select this option to define the profile of an Operator conference. When defining an Operator Conference, the Send Content to Legacy Endpoints

option in the Video Quality tab is cleared and disabled.

represents the combined video, audio

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Defining AVC-Based Conference Profiles

4 Click the Advanced tab.

The New Profile – Advanced dialog box opens.

5 Define the following parameters:

New AVC CP Profile - Advanced Parameters

Field/Option Description

Encryption Select the Encryption option for the conference:

•Encrypt All - Encryption is enabled for the conference and all conference

participants must be encrypted.

•No Encryption - Encryption is disabled for the conference.

• Encrypt when Possible - Enables the negotiation between the MCU and the

endpoints and let the MCU connect the participants according to their capabilities, where encryption is the preferred setting.

LPR When selected (default for CP conferences), Lost Packet Recovery creates

additional packets that contain recovery information used to reconstruct packets that are lost during transmission.

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Defining AVC-Based Conference Profiles

New AVC CP Profile - Advanced Parameters (Continued)

Field/Option Description

Auto Terminate When selected (default), the conference automatically ends when the

termination conditions are met:

• Before First Joins — No participant has connected to a conference during

the n minutes after it started. Default idle time is 10 minutes.

• At the End - After Last Quits — All the participants have disconnected from

the conference and the conference is idle (empty) for the predefined time period. Default idle time is 1 minute.

• At the End - When Last Participant Remains — Only one participant is still

connected to the conference for the predefined time period (excluding the recording link which is not considered a participant when this option is selected). Default idle time is 1 minute.

Note: The selection of this option is automatically cleared and disabled when the Operator Conference option is selected. The Operator conference cannot automatically end unless it is terminated by the Collaboration Server User.

Auto Redialing The Auto Redialing option instructs the Collaboration Server to automatically

redial H.323 and SIP participants that have been abnormally disconnected from the conference.

• Auto Redialing is disabled by default.

• Auto Redialing can be enabled or disabled during an ongoing conference

using the Conference Properties – Advanced dialog box.

• The Collaboration Server will not redial an endpoint that has been

disconnected from the conference by the participant.

• The Collaboration Server will not redial an endpoint that has been

disconnected or deleted from the conference by an operator or administrator.

Exclusive Content Mode Select this option to limit the Content broadcasting to one participant, preventing

other participants from interrupting the Content broadcasting while it is active.

Enable FECC This option is enabled by default, allowing participants in the conference to

control the zoom and PAN of other endpoints in the conference via the FECC channel. Clear this check box to disable this option for all conference participants.

FW NAT Keep Alive The MCU can be configured to send a FW NAT Keep Alive message at specific

Intervals for the RTP, UDP and BFCP channels. For more information see FW (Firewall) NAT Keep Alive.

Interval If needed, modify the NAT Keep Alive Interval field within the range of 1 - 86400

seconds.For more information see FW (Firewall) NAT Keep Alive.

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New AVC CP Profile - Advanced Parameters (Continued)

Field/Option Description

MS AV MCU Cascade Mode

This enables you to set Cascade Mode as either Resource Optimized or Video Optimized.

• Resource Optimized

System resource usage is optimized by allowing high resolution connections only at high line rates and may result in lower video resolutions for some line rates. This option allows youto save MCU resources and increase the number of participant connections.

• Video Quality Optimized

Video is optimized through higher resolution connections at lower line rates increasing the resource usage at lower line rates. This may decrease the number of participant connections.

For more information, see H.264 Base Profile and High Profile Comparison.

6 For CP Conferences only: Click the Gathering Settings tab.

7 Optional. Define the following fields if the conference is not launched by the Polycom Conferencing

Add-in for Microsoft Outlook:

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• If the conference is launched by the Polycom Conferencing Add-in for Microsoft Outlook the field information is received from the meeting invitation and existing field value are overridden. For more information see Polycom Conferencing for Microsoft Outlook® .

• Gathering is not supported in Cascading Conferences.

For more information see Auto Scan and Customized Polling in Video Layout (CP Conferences Only).

8 Click the Video Quality tab.

The New Profile – Video Quality dialog box opens.

9 Define the following parameters:

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New AVC CP Profile - Video Quality Parameters

Field/Option Description

People Video Definition

Video Quality Sharpness is the only supported content format that supports higher video

resolutions. Depending on the amount of movement contained in the conference video, select

either:

•Motion – For a higher frame rate without increased resolution. When selected, Video Clarity is disabled.

•Sharpness – For higher video resolution and requires more system resources.

Note: When Sharpness is selected as the Video Quality setting in the conference

Profile, the Collaboration Server will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps.

Maximum Resolution This setting overrides the Maximum Resolution setting of the Resolution

Configuration dialog box. The administrator can select one of the following Maximum Resolution options:

• Auto (default) - The Maximum Resolution remains as selected in the Resolution Configuration dialog box.

•CIF

•SD

• HD720

• HD1080

Maximum Resolution settings can be monitored in the Profile Properties - Video Quality and Participant Properties - Advanced dialog boxes.

Notes:

• The Resolution field in the New Participant - Advanced dialog box allows

Maximum Resolution to be further limited per participant endpoint.

• The Maximum Resolution settings for conferences and participants cannot be changed during an ongoing conference.

Content Video Definition

Content Settings Select the transmission mode for the Content channel:

•Graphics — basic mode, intended for normal graphics

• Hi-res Graphics (AVC CP Only) — a higher bit rate intended for high resolution

graphic display

• Live Video (AVC CP Only) — Content channel displays live video

• Customized Content Rate (AVC CP Only) — manual definition of the

Conference Content Rate, mainly for cascading conferences.

Selection of a higher bit rate for the Content results in a lower bit rate for the people channel.

AS SIP Content AS-SIP is an implementation of SIP that utilizes SIP’s built in security features.

When selected, content is shared using the Multiple Resolutions mode and is not supported in any other Content sharing mode.

For more information, see Enabling AS-SIP Content.

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New AVC CP Profile - Video Quality Parameters (Continued)

Field/Option Description

Multiple Content Resolutions

Content Protocol Select the Content Protocol to be used for content sharing in Highest Common

Click this check box to enable the Multiple Content Resolutions mode, in which content is shared in multiple streams, one for each video protocol: H.263 and H.264. This allows endpoints with different protocols to connect and disconnect without having to restart Content sharing in the middle of a conference. For more information, see Sharing Content Using Multiple Content Resolutions Mode.

When enabled, the H.264 is always selected and can not be deselected.

Note: If Multiple Content Resolutions is selected in a Cascading environment, the Content Protocol must be set to H.264 Cascade and SVC Optimized and H.264 Cascade must be checked as the Transcode to: setting.

Optional. Select additional protocols:

•H.263 - if the conference will include H.263-capable endpoints that do not support

H.264 protocol for content sharing.

• H.264 Cascade - if the conference will include cascading links that should use a fixed video format for content sharing.

Optional. If H.264 Cascade is selected, select the desired Content Resolution.

Content Sharing Mode.

•H.263 (AVC CP only) Content is shared using the H.263 protocol. Use this option when most of the endpoints support H.263 and some endpoints

support H.264.

• H.263 & H.264 Auto Selection (AVC CP only) When selected, content is shared using H.263 if a mix of H.263-supporting and

H.264-supporting endpoints are connected, or H.264 if all connected endpoints have H.264 capability.

• H.264 Cascade and SVC Optimized All Content is shared using the H.264 content protocol and is optimized for use

in cascaded conferences.

• H.264 HD (AVC CP only, default) Ensures high quality Content when most endpoints support H.264 and HD

resolutions.

Note: When Multiple Content Resolutions is selected, the Content Protocol field is hidden.

For more information, see Content Protocols and Defining Content Sharing

Parameters for a Conference.

H.264 High Profile (Check Box)

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The H.264 High Profile check box is un-checked by default and is displayed next to the Content Protocol drop-down menu if all the following conditions are met:

• The selected Conferencing Mode is AVC-CP.

• Multiple Resolutions (Content Transcoding) is not selected.

• The selected Content Protocol is Cascade and SVC Optimized.

If H.264 HD, H.264 Cascade and SVC Optimized is selected, the Content Resolution is set according to the line rate.

• TIP Compatibility (in the Profile - Advanced dialog box) is selected as None or Video Only.

Defining AVC-Based Conference Profiles

New AVC CP Profile - Video Quality Parameters (Continued)

Field/Option Description

Content Resolution Select the Content Resolution and frame rate according to the selected Content

Sharing Mode (Highest common Content or Multiple Resolution Contents) and the video protocol. For more information, see Defining Content Sharing Parameters for

a Conference.

Content Rate drop-down menu

Send Content to Legacy Endpoints

(CP only)

The Content Rate drop-down menu is displayed next to the Content Resolution drop-down menu when:

• H.264 Cascade and SVC Optimized is the selected Content Protocol and

• CustomizedContentRate is the selected Content Setting.

When enabled (default), Content can be sent to H.323/SIP endpoints that do not support H.239 Content (legacy endpoints) over the video (people) channel. For more information see Sending Content to Legacy Endpoints (AVC Only).

Notes:

• When enabled, an additional HD video resource is allocated to the conference.

• This option is valid when sending Content as a separate stream is enabled by the

System Flag ENABLE_H239 set to YES.

• Select this option when Avaya IP Softphone will be connecting to the conference.

• If the Same Layout option is selected, the Send Content to Legacy Endpoints

selection is cleared and is disabled.

• Once an endpoint is categorized as Legacy, it will not be able to restore its content to the Content channel and will receive content only in the video channel.

10 Click the Video Settings tab.

The New Profile - Video Settings dialog box opens.

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11 Define the video display mode and layout using the following parameters:

New AVC CP Profile - Video Settings Parameters

Field/Option Description

Presentation Mode

(CP only)

Same Layout

(CP only)

Lecture View Switching

Select this option to activate the Presentation Mode. In this mode, when the current speaker speaks for a predefined time (30 seconds),

the conference changes to Lecture Mode. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to the previous video layout.

Select this option to force the selected layout on all participants in a conference. Displays the same video stream to all participants and personal selection of the video layout is disabled. In addition, if participants are forced to a video layout window, they can see themselves.

Select this option to enable automatic switching of participants on the Lecturer’s screen when Lecture Mode is enabled for the conference.

The automatic switching is enabled when the number of participants exceeds the number of video windows displayed on the Lecturer’s screen.

Note: Lecture Mode is enabled in the Conference Properties – Participants tab. For more information, see Lecture Mode (AVC CP Only).

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New AVC CP Profile - Video Settings Parameters (Continued)

Field/Option Description

Auto Scan Interval(s)

(CP only)

Auto Layout

(CP only)

Select the time interval, 5 - 300 seconds, that Auto Scan uses to cycle the display of participants that are not in the conference layout in the selected cell.

Auto Scan is often used in conjunction with Customized Polling which allows the cyclic display to be set to a predefined order for a predefined time period.

When selected (default), the system automatically selects the conference layout based on the number of participants currently connected to the conference. When a new video participant connects or disconnects, the conference layout automatically changes to reflect the new number of video participants.

For more information, see Auto Layout – Default Layouts in CP Conferences. Clear this selection to manually select a layout for the conference. The default Auto Layout settings can be customized by modifying default Auto

Layout system flags in the System Configuration file. For more information see,

Auto Layout Configuration.

Note: In some cases, the default layout automatically selected for the conference contains more cells than the number of connected participants, resulting in an empty cell. For example, if the number of connected participants is 4, the default layout is 2x2, but as only 3 participants are displayed in the layout (the participants do not see themselves), one cell is empty.

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Auto Layout – Default Layouts in CP Conferences

Number of Video Participants Auto Layout Default Settings

0–2

4–5

6–7

8-10

12+

In layout 2+8, the two central windows display the last two speakers in the conference: the current speaker and the “previous” speaker. To minimize the changes in the layout, when a new speaker is identified the “previous” speaker is replaced by the new speaker while the current speaker remains in his/her window.

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The Collaboration Server supports the VUI addition to the H.264 protocol for endpoints that transmit wide video (16:9) in standard 4SIF resolution.

When there is a change of speaker in a Continuous Presence conference, the transition is set by default to fade in the current speaker while fading out the previous speaker.

To make this transition visually pleasant, fading in the current speaker while fading out the previous speaker is done over a period of 500 milliseconds.

The Fade In / Fade Out feature can be disabled by adding a new flag to the System Configuration. The Value of the new flag must be: FADE_IN_FADE_OUT=NO.

For more information about System Flags, see the Modifying System Flags.

12 To select the Video Layout for the conference, click the required number of windows from the

layouts bar and then select the windows array. The selected layout is displayed in the Video Layout pane.

Video Layout Options

Number of Video Windows Available Video Layouts

10+

13 Click the Audio Settings tab.

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The New Profile - Audio Settings dialog box opens.

14 Define the following parameters:

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New AVC CP Profile - Audio Settings Parameters

Field/Option Description

Mute participant except lecturer

When the Mute Participants Except Lecturer option is enabled, the audio of all participants in the conference except for the lecturer can be automatically muted upon connection to the conference. This prevents other conference participants from accidentally interrupting the lecture, or from a noisy participant affecting the audio quality of the entire conference. Muted participants cannot unmute themselves unless they are unmuted from the Collaboration Server Web Client/RMX Manager.

You can enable or disable this option during the ongoing conference.

Notes:

• When enabled, the mute indicator on the participant endpoints are not visible

because the mute participants was initiated by the MCU. Therefore, it is recommended to inform the participants that their audio is muted by using the Message Overlay function. In the Collaboration Server Web Client/RMX Manager the mute by MCU indicator is listed for each muted participant in the Audio column in the Participants pane.

• This option can be disabled during an ongoing conference, thereby unmuting all the participants in the conference.

• If the endpoint of the designated lecturer is muted when the lecturer connects to the conference, the lecturer remains muted until the endpoint has been unmuted.

• When you replace a lecturer, the MCU automatically mutes the previous lecturer and unmutes the new lecturer.

• When you disconnect a lecturer from the conference or the lecturer leaves the conference, all participants remain muted but are able to view participants in regular video layout until the you disable the Mute Participants Except Lecturer option.

• A participant can override the Mute Participants Except Lecturer option by activating the Mute All Except Me option using the appropriate DTMF code, provided the participant has authorization for this operation in the IVR Services. The lecturer audio is muted and the participant audio is unmuted. You can reactivate the Mute Participants Except Lecturer option after a participant has previously activated the Mute All Except Me option. The participant is muted and the lecturer, if designated, is unmuted.

• In cascaded conferences, all participants (including the link participant) are muted. Only the lecturer is not muted.

Speaker Change Threshold

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Indicates the amount of time a participant must speak continuously before becoming the speaker.

Select the desired threshold:

•Auto (Default, 3 seconds)

•1.5 seconds

•3 seconds

•5 seconds

Defining AVC-Based Conference Profiles

15 Click the Skins tab to modify the background and frames.

The New Profile - Skins dialog box opens.

16 Select one of the Skin options.

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17 Click the IVR tab.

The New Profile - IVR dialog box opens.

18 If required, set the following parameters:

New AVC CP Profile - IVR Parameters

Field/Option Description

Conference IVR Service

Conference Requires Chairperson

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The default conference IVR Service is selected. You can select another conference IVR Service if required.

Select this option to allow the conference to start only when the chairperson connects to the conference and to automatically terminate the conference when the chairperson exits. Participants who connect to the conference before the chairperson are placed on Hold and hear background music (and see the Welcome video slide). Once the conference is activated, the participants are automatically connected to the conference.

When the check box is cleared, the conference starts when the first participant connects to it and ends at the predefined time or according to the Auto Terminate rules when enabled.

Defining AVC-Based Conference Profiles

New AVC CP Profile - IVR Parameters (Continued)

Field/Option Description

Terminate conference after chairperson leaves

Select this check box to automatically terminate the conference after the chairperson leaves. When the chairperson leaves, the “Chairperson Has Left” IVR message is played to all participants, at which point the conference terminates. This way an operator does not need to monitor a conference to know when to terminate it manually.

If there is a single chairperson in the conference who is changed to a regular participant the conference will be terminated as if the chairperson left. If there is more than one chairperson, then changing one chairperson to a regular participant will not terminate the conference. It is therefore recommended that before changing a single chairperson to regular participant, another participant first be changed to chairperson.

Terminate Conference After Chairperson Leaves is not supported in cascaded environments.

19 Optional. Click the Recording tab to enable conference recording with Polycom RSS 2000/4000.

The New Profile - Recording dialog box opens.

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20 Define the following parameters:

New AVC CP Profile - Recording Parameters

Parameter Description

Enable Recording Select this check box to enable the Recording of the conference. If no

Recording Links are found, an error message is displayed.

Recording Link Select the Recording Link to be used for conference recording.

Recording Links defined on the Collaboration Server can be given a descriptive name and can be associated with a Virtual Recording Room (VRR) saved on the Polycom® RSS™ 4000 (Recording and Streaming Server). For more information see Recording Conferences

Start Recording Select when to start the recording:

• Immediately – conference recording is automatically started upon connection of the first participant.

• Upon Request – the operator or chairperson must initiate the recording (manual).

Display Recording Icon

The Recording link (which is listed as a participant in the conference) does not support H.264 High Profile. If recording a conference that is set to H.264 High Profile, the Recording participant connects as Audio Only and records only the conference Audio.

This option is automatically selected to display a Recording Indication to all conference participants informing them that the conference is being recorded.

Clear the selection to prevent the display of the recording icon.

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21 Click the Site Names tab.

The New Profile - Site Names dialog box opens.

Using the Site Name dialog box, you can control the display of the site names by defining the font, size, color, background color and transparency and position within the Video Window. For a detailed description of the site names options see Site Names Definition.

22 Define the following parameters:

New AVC CP Profile - Site Names Parameters

Field Description

Display Mode Select the display mode for the site names:

•Auto - Display the Site Names for 10 seconds whenever the Video Layout changes.

•On - Display the Site Names for the duration of the conference.

•Off (default) - Do not display the Site Names and all other fields in this tab are

grayed and disabled

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New AVC CP Profile - Site Names Parameters

Field Description

Font Size Click the arrows to adjust the font size (in points) for the display of Site Names.

Choose a Font Size that is suitable for viewing at the conference’s video resolution. For example, if the resolution is CIF, a larger Font Size should be selected for easier viewing.

Range: 9 - 32 points Default: 12 points

Background Color Select the color of the Site Names display text.

The color and background for Site Names display text is dependent on whether a Plain Skin or a Picture Skin was selected for the conference in the Profile - Skins tab. The choices are:

Note: Choose a Background Color combination that is suitable for viewing at the conference’s video resolution. At low resolutions, it is recommended to select brighter colors as dark colors may not provide for optimal viewing.

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New AVC CP Profile - Site Names Parameters

Field Description

Display Position Select the pre-set position for the display of the Site (endpoint) Names.

Selection Site Names Position

LeftTop (Default)

Top

RightTop

LeftMiddle

RightMiddle

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New AVC CP Profile - Site Names Parameters

Field Description

Display Position (cont.)

LeftBottom

Bottom

RightBottom

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23 Click the Message Overlay tab.

The New Profile - Message Overlay dialog box opens.

Message Overlay enables you to send text messages to all participants during ongoing Continuous Presence conferences.

The text message is seen as part of the in the participant’s video layout on the endpoint screen or desktop display.

For more details, see Sending Text Messages During a Conference Using Message Overlay.

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24 Define the following fields:

New AVC CP Profile - Message Overlay Parameters

Field Description

Enable This option is disabled by default. Select this check box to enable Message Overlay

or clear it to disable it.

Content Enter the message text. The message text can be up to 50 Chinese characters.

Font Size Click the arrows to adjust the font size (points) for the display of the message text.

Font size range: 9 - 32 points, default: 24 points Note: In some languages, for example Russian, when a large font size is selected,

both rolling and static messages may be truncated if the message length exceeds the resolution width.

Color From the drop-down menu select the color and background of the displayed text.

The choices are:

Default: White text on red background.

Vertical Position Move the slider to the right to move the vertical position of the displayed text

downward within the Video Layout. Move the slider to the left to move the vertical position of the displayed text upward within the Video Layout.

Default: Top Left (10)

Background Transparency

Display Repetition Click the arrows to increase or decrease the number of times that the text message

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Move the slider to the left to decrease the transparency of the background of the message text. 0 = No transparency (solid background color). Move the slider to the right to increase the transparency of the background of the message text. 100 = Full transparency (no background color).

Default: 50

display is to be repeated. Default: 3

Defining AVC-Based Conference Profiles

New AVC CP Profile - Message Overlay Parameters

Field Description

Display Speed Select whether the text message display is static or moving across the screen, the

speed in which the text message moves: Static, Slow, Fast Default: Slow

As the fields are modified the Preview changes to show the effect of the changes. For example:

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25 Click the Network Services tab.

The New Profile - Network Services dialog box opens.

Registration of conferencing entities such as ongoing conferences, Meeting Rooms, Entry Queuesand SIP Factories with SIP servers is done per conferencing entity. This allows better control on the number of entities that register with each SIP server. Selective registration is enabled by assigning a conference Profile in which registration is configured to the required conferencing entities. Assigning a conference Profile in which registration is not configure to conferencing entities will prevent them from registering. By default, Registration is disabled in the Conference Profile, and must be enabled in Profiles assigned to conferencing entities that require registration.

26 Define the following parameters:

New AVC CP Profile - Network Services Parameters

Parameter Description

IP Network Services

Service Name This column lists all the defined Network Services, one or several depending on the

system configuration.

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New AVC CP Profile - Network Services Parameters

Parameter Description

SIP Registration To register the conferencing entity to which this profile is assigned with the SIP

Server of the selected Network Service, click the check box of that Network Service in this column.

When SIP registration is not enabled in the conference profile, the Collaboration Server's registering to SIP Servers will each register with an URL derived from its own signaling address.

Accept Calls To prevent dial in participants from connecting to a conferencing entity when

connecting via a Network Service, clear the check box of the Network Service from which calls cannot connect to the conference.

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27 Click the Layout Indications tab.

The Layout Indications dialog is displayed.

The Layout Indications are displayed in the conference video layout as an icon group that includes:

 Recording

 Audio Participants

 Network Quality

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The Layout Indications tab is only displayed if either AVC-CP or AVC-CP and SVC (mixed mode) is selected.

Beginning with version 8.4, the configuration options of the Layout Indications tab have replaced the following system flags:

• DISABLE_SELF_NETWORK_IND

• SELF_IND_LOCATION

For further information on layout indications see Layout Indications (AVC Endpoints).

28 Modify the following parameters to configure the display, position, and duration of the indication

icons.

New AVC CP Profile - Layout Indications Parameters

Field Description

Position Use the Position drop-down menu to configure the display position of the indication

icons group. Icons can be displayed in the following positions:

• Top-left

• Bottom-left

• Top center (default)

• Bottom

• Top-right

• Bottom-right

Recording Select the check box to display the Recording icon.

The Recording indication icon is a duplicate of the Display Recording Icon field in the Recording tab of the Profile dialog.

For more information, see Recording Conferences.

Audio Participants Select the check box to display the Audio Participants icon.

• Permanent - Sets the Audio Participant Indication to display permanently. In this setting it is only displayed when audio participants are connected.

• On audio participants change - Sets the Audio Participant Indication to display for a short period only when the number of audio participants changes.

 Duration - Sets the amount of time the Audio Participant icon displays.

For more information see Audio Participants Indication.

Network Quality To display the Network Quality icon, select the check box.

For more information see Network Quality Indication (AVC Endpoints).

29 Click OK to complete the Profile definition.

A new Profile is created and added to the Conference Profiles list.

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Additional Information for Setting CP Profiles

This section includes detailed explanation of various CP Profile settings:

● Gathering Phase

● Overlay Layouts

● Site Names Definition

● Sending Text Messages During a Conference Using Message Overlay

● Selecting the Chinese Font for Text Display

Gathering Phase

The Gathering Phase of an AVC (CP only) conference is the time period during which participants are connecting to a conference. During the Gathering Phase, a mix of live video from connected endpoints is combined with both static and variable textual information about the conference into a slide which is displayed on all connected endpoints.

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During the Gathering Phase, the audio of all participants can be heard, and the video of active speakers is displayed in the video windows as they begin talking.

All connected participants are kept informed about the current conference status including names of connected participants, participant count, participant type (video/audio) etc.

Gathering Phase Guidelines

● Gathering Phase is only available in AVC only (CP only) conferences. It is not supported in SVC Only conferences.

● The Gathering Phase slide can be displayed at any time during the conference by entering the Show Participants DTMF code, *88.

Note: When the display of the Gathering Phase slide is removed, the message overlay text is also removed.

● The names of the first eight participants to connect are displayed. If eight or more participants connect, the 8th row displays “…”.

● Static text in the Gathering Phase slide such as the field headings: Organizer, Duration, Video/Audio Participants, Access Number, IP are always displayed in the language as configured in the Polycom Virtual Meeting Rooms Add-in for Microsoft Outlook. The following languages are supported:

 English

 French

 German

 International Spanish

 Korean

 Japanese

 Simplified Chinese

● Dynamic text in the Gathering Phase slide such as the meeting name, participants’ names, access numbers and the additional information entered in the Info1/2/3 fields of the Gathering Settings tab of the conference Profile are displayed in the language of the meeting invitation.

● The language of a Gathering Phase slide of a conference configured to include a Gathering Phase that is not launched by the Polycom Conferencing Add-in for Microsoft Outlook is configured by the administrator. Using the Collaboration Server Web Client, the administrator selects the language for the Gathering Phase slide. The language selected can be different to that of the Collaboration Server Web Client used by the administrator to perform the configuration.

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● Content can be sent during the Gathering Phase. The content is displayed in the large video window of the participant’s layout while the Gathering slide is displayed in a smaller video window in the layout.

● Gathering is not supported in Cascading Conferences.

Gathering Phase Duration

The duration of the Gathering Phase can be customized by the administrator so that it is long enough to be viewed by most connected participants yet short enough so as not to over extend into the scheduled conferencing time.

The Gathering Phase duration is configured for the Collaboration Server, by the following System Flags in system.cfg in the Setup >System Configuration:

● CONF_GATHERING_DURATION_SECONDS

Range: 0 - 3600 seconds

Default: 180 seconds

The Gathering Phase duration of the conference is measured from the scheduled start time of the conference.

Example: If the value of the flag is set to 180, the Gathering slide is displayed for three minutes to all participants starting at the conference Start Time, and ending three minutes after the conference Start Time.

For participants who connect before Start Time, the Gathering slide is displayed from the time of connection until the end of the Gathering duration period.

● PARTY_GATHERING_DURATION_SECONDS

Range: 0 - 3600 seconds

Default: 15 seconds

The value of this flag determines the duration of the display of the Gathering slide for participants that connect to the conference after the conference Start Time.

Participants connecting to the conference very close to of the end of the Gathering Phase (when there are fewer seconds left to the end of the Gathering Phase than specified by the value of the flag) have the Gathering slide displayed for the time specified by the value of the flag.

Example: If the value of the flag is set to 15, the Gathering Phase slide is displayed to the participant for 15 seconds.

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Enabling the Gathering Phase Display

The Gathering Phase is enabled for per conference in the Conference Profile. The profile also includes the dial-in numbers and the optional additional information to display on the slide.

Conferences that are configured to include a Gathering Phase that are not launched by the Polycom

Conferencing Add-in for Microsoft Outlook need the following information to be entered via the New Profile or Profile Properties — Gathering Settings dialog box:

● Display Name (Optional, the Meeting Name is used if left blank.)

● Displayed Language

● Access Number 1 / 2 (Optional.)

● Additional Information (Optional free text)

 Info 1

 Info 2

 Info 3

Conferences launched by the Polycom Conferencing Add-in for Microsoft Outlook receive this information from the meeting invitation.

For more information see Defining New Profiles .

Overlay Layouts

In Overlay Layouts additional participant endpoints can be displayed over the full screen display of the conference speaker.

The following Overlay Layouts are available for use in CP Conferences:

Although the following Overlay Layout is included in the Profiles - Video Settings dialog box, it is not available for use in any Conferencing Mode and is only available when included in the Polycom® Multipoint Layout (MLA) application:

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These Overlay Layouts will only be available in ITP (Telepresence) conferences when support for Overlay Layouts is included in the Polycom® Multipoint Layout (MLA) application.

Guidelines for using the Overlay Layouts

● The Overlay Layouts are supported:

 In CP Conferencing Mode only.

 With ITP, non-ITP and CTS endpoints used only as standard endpoints.

 With both new and classic Skins in Collaboration Server CP mode. For more information see the

Polycom® RealPresence Collaboration Server 800s/Virtual Edition Administrator’s Guide, “Skins” on Click the Skins tab to modify the background and frames.

● Overlay Layouts are not supported in ITP conferences as they are not supported by the MLA application.

● The Overlay Layouts are 20% of the height of the endpoint display and are supported on endpoints of both 16:9 and 4:3 aspect ratios.

● Overlay Layouts are recommended for use with high resolution endpoints.

● Overlay Layouts are not selected as defaults by the system and are not included in the Auto Layout

settings.

● Message Overlay is not affected by the use of Overlay Layouts and is displayed on top of the video layouts.

● Site Names are displayed for all cells. Because the smaller cells are located at the bottom of the large cell, when enabling Site Names it is advisable not to locate the Site Name at the bottom of the cells.

● Standalone Endpoint Cells are displayed each with a border. For all Overlay Layouts, border color is dependent on the selected Skin.

● System behavior for Video Forcing and Personal Layout Control when using the Overlay Layouts during an ongoing conference is the same as for other video layouts.

● Overlay Layouts are only available for selection for the Conference Layout and are not available for selection for Personal Layout.

● During an ongoing conference you cannot select the Overlay Layouts via PCM or Click&View.

● PCM menus can be used when the Overlay Layouts are active, and they are displayed as the top

layer.

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Defining AVC-Based Conference Profiles

Selecting the Overlay Layouts

The Overlay Layouts are selected in the New Profile - Video Settings dialog box, in the Overlay tab of the Video Layout tree.

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Site Names Definition

You can control the display of the site names by defining the font, size, color, background color and transparency and position within the video window in the Profile - Site Name dialog box.

Guidelines

● Site Names display is Off by default in a new profile.

● Site Names can be enabled to function in one of two modes:

 Auto – Site names are displayed for 10 seconds whenever the conference layout changes.

 On – Site names are displayed for the duration of the conference.

● During the display of the site names, the video frame rate is slightly reduced

● Site Names display characteristics (position, size, color) can by modified during an ongoing

conference using the Conference Properties - Site Names dialog box. Changes are immediately visible to all participants.

● Site Names display text and background color is dependent on the Skin selected for the conference:

 Plain Skins - Site Names text is displayed without a background.

 Picture Skins - Site Names text is displayed with a background.

Shorten the Site Name Display

The SIP_OMIT_DOMAIN_FROM_PARTY_NAME System Flag can be used to remove Domain Names from SIP dial-in participants’ Site Names. This prevents long domain names being appended to SIP participant names, as frequently happens when the Collaboration Server is used with a DMA.

The flag must be manually added to the System Configuration and its value modified as follows:

● YES (Default) - The domain name is omitted from SIP dial-in participant names.

● NO - The domain name remains as part of SIP dial-in participant names.

For more information, see Modifying System Flags.

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Sending Text Messages During a Conference Using Message Overlay

The Message Overlay option in the Conference Profile allows the operator or administrator to send text messages to all participants during an ongoing conference.

The text message is seen as part of the participant’s video layout on the endpoint screen or desktop display.

Guidelines

● Text messaging using Message Overlay is supported in:

 Continuous Presence (CP) conferences

 Same Layout mode

 Encrypted conferences

 With Unicode or ASCII characters

● Text messages using Message Overlay cannot be displayed:

 In Lecture Mode

 When the PCM menu is active

 On endpoints that have their video suspended

● Text messaging using Messages Overlay can be enabled, disabled or modified (content and display parameters) during the ongoing conference.

● The number of characters for each language can vary due to the type of font used, for example, the available number of characters for Chinese is 18, while for English and Russian it is 48.

 In some languages, for example Russian, when large font size is selected, both rolling and static

messages may be truncated if the message length exceeds the resolution width.

● Changes to the Message Overlay Content or display characteristics (position, size, color and speed) are immediately visible to all participants. When there is a current Message Overlay:

 The current message is stopped immediately, even it has not completed all of its repetitions.

 The Display Repetition count is reset to 1.

 The new message content is displayed <Display Repetition> times or until it is stopped and

replaced by another content change.

● If during the ongoing conference the Show Number of Participants DTMF option (default DTMF *88) is used, when the displayed number of participants is removed, the message overlay text is also

removed.

● The text messages cannot be sent via the Content channel.

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Defining AVC-Based Conference Profiles

● Message Overlay text settings are not saved in the Conference Template when saving an ongoing conference as a Conference Template.

● Text messages can also be sent to individual or several participants during the ongoing conferences. For more details, see thePolycom® RealPresence Collaboration Server 800s / Virtual Edition Getting Started Guide Sending Text Messages During a Conference Using Message Overlay.

For a detailed description of all the Message Overlay parameters, see New AVC CP Profile - Message

Overlay Parameters.

Selecting the Chinese Font for Text Display

When using the RMX Web Client or the RMX Manager in Chinese (either Simplified Chinese or Traditional Chinese is selected as an available language in the Setup > Customize Display Settings > Multilingual Setting, you can select one of several Chinese fonts for use when sending text over video. The font is used to display text for the following:

● Display of Site Names

● Test messages sent using Message Overlay

● Text displayed on the Gathering slide when Chinese is selected as the display language

Selecting the Chinese Font

The Chinese fonts can be selected in the CP Conference Profile - Advanced dialog box only.

The following Chinese fonts are available for selection:

● Heiti (Default)

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● Songti

● Kaiti

● Weibei

The Chinese font cannot be changed during an existing conference. It can only be modified in the conference profile.

A participant moved to another conference will be shown the font used by the new conference.

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Defining SVC and Mixed CP and SVC Conference Profiles

Defining SVC Conference Profiles

The SVC conference Profile definition is started by selecting SVC as the Conferencing Mode. The dialog boxes and their options change as the conference behavior and the MCU video processing change. For example, site name display is performed and controlled by the SVC endpoint and not by the MCU as in CP conferences.

To define SVC Only Profile:

1 In the RMX Management pane, click Conference Profiles.

2 In the Conference Profiles pane, click the New Profile button.

The New Profile – General dialog box opens.

By default, the Conferencing Mode is set to CP.

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Defining SVC and Mixed CP and SVC Conference Profiles

3 Select SVC Only to define the SVC Profile.

The profile tabs and options change accordingly and only supported options are available for selection. Unsupported options are disabled (grayed out).

4 Define the Profile name and, if required, the Profile - General parameters:

New SVC Profile - General Parameters

Field/Option Description

Display Name Enter a unique Profile name, as follows:

English text uses ASCII encoding and can contain the most characters (length

•

varies according to the field).

• European and Latin text length is approximately half the length of the maximum.

• Asian text length is approximately one third of the length of the maximum.

This is the only parameter that must be defined when creating a new profile. Note: This field is displayed in all tabs.

Line Rate Select the conference bit rate. The line rate

and Content rate The default setting for SVC Only conference is 1920kbps. Note: This field is displayed in all tabs.

represents the combined video, audio

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Polycom 800s User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Overview

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server, Virtual Edition Administrator’s Guide

Who Should Read This Guide?

Prerequisites

How This Guide is Organized

About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence® Collaboration Server, Virtual Edition Administrator’s Guide System

Network Services Guidelines

IP Networks

Workstation Requirements

Conferencing Modes Overview

AVC Conferencing

Continuous Presence (CP) Conferencing

Video Protocol Support in CP Conferences

AVC Basic Conferencing Parameters

Supplemental Conferencing Features

SVC-based Conferencing

SVC Conferencing Guidelines

MCU Supported Resolutions for SVC Conferencing

Mixed CP and SVC Conferencing

MCU Resource Capacities for Mixed CP and SVC Conferences

Using Conference Profiles

Conferencing Parameters Defined in a Profile

Conferencing Capabilities in the Various Conferencing Modes

Default Profile Settings in CP Conferencing Mode

Default Profile Settings in SVC Only Conferencing Mode

Default Profile Settings in a Mixed CP and SVC Conferencing Mode

Viewing the List of Conference Profiles

Profiles Toolbar

Modifying an Existing Profile

Deleting a Conference Profile

Defining New Profiles

Exporting and Importing Conference Profiles

Guidelines for Exporting and Importing Conference Profiles

Exporting Conference Profiles

Exporting All Conference Profiles from an MCU

Exporting Selected Conference Profiles

Importing Conference Profiles

Defining AVC-Based Conference Profiles

Defining AVC CP Conferencing Profiles

Additional Information for Setting CP Profiles

Gathering Phase

Gathering Phase Guidelines

Gathering Phase Duration

Enabling the Gathering Phase Display

Overlay Layouts

Guidelines for using the Overlay Layouts

Selecting the Overlay Layouts

Site Names Definition

Guidelines

Shorten the Site Name Display

Sending Text Messages During a Conference Using Message Overlay

Guidelines

Selecting the Chinese Font for Text Display

Selecting the Chinese Font

Defining SVC and Mixed CP and SVC Conference Profiles

Defining SVC Conference Profiles