Polycom Collaboration Server (RMX) 1500, Collaboration Server (RMX)2000, RealPresence RMX 4000, RealPresence RMX 1500, RealPresence RMX 2000 Deployment Manual
[Type the document title]
Polycom Document Title 1
Polycom® RealPresence® Collaboration Server
Version 8.1 | July 2013 | DOC2714A
(RMX) 1500/2000/4000 Deployment Guide
for Maximum Security Environments
Trademark Information
POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service
marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other
countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
This document provides the latest information for security-conscious users running Version 8.1.4.J software.
The information in this document is not intended to imply that DoD or DISA certifies Polycom RMX systems.
This software has not achieved UC APL certification.
© 2013 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law,
reproducing includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to
the software contained within its products. The software is protected by United States copyright laws and
international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g.,
a book or sound recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
Table of Contents
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Workstation Requirements ................................................................................................... 1-1
Required IT Infrastructure ....................................................................................................1-1
DNS ..................................................................................................................................1-2
NTP Servers .....................................................................................................................1-2
Certificate Authority Server .......................................................................................... 1-2
RMX Hardware ....................................................................................................................... 1-3
Installation and Configuration .............................................................................................1-3
Procedure 1: Hardware Installation and Setup .................................................................. 1-4
Installing the Telescopic Rail Runners on the Rack ................................................... 1-5
Telescopic Rail Runners Accessory Kit ...............................................................1-5
Telescopic Rail Runner Assembly ........................................................................ 1-6
Installing the RMX 1500 .................................................................................................1-8
Optional. Installing the RTM ISDN 1500 Card on the RMX 1500 ...................1-8
Mounting the Collaboration Server 1500 in a Rack ...........................................1-9
Connecting Cables to the RMX 1500 ..................................................................1-11
Installing the RMX 2000 ...............................................................................................1-12
Optional. Installing the RTM ISDN Card on the RMX 2000 .......................... 1-12
Mounting the Collaboration Server 2000 in a Rack .........................................1-12
Connecting Cables to the RMX 2000 ..................................................................1-13
Installing the RMX 4000 ...............................................................................................1-15
Optional. Installing the RTM ISDN Card on the RMX 4000 .......................... 1-15
Mounting the Collaboration Server 4000 in a Rack .........................................1-16
Connecting the RMX 4000 to the Power Sources .............................................1-17
Connecting Cables to the RMX 4000 ..................................................................1-19
Procedure 2: Gather Network Equipment and Address Information .......................... 1-20
IP Services ......................................................................................................................1-20
Management Network .........................................................................................1-20
Signaling Network ...............................................................................................1-20
IP Network Services Required Information .....................................................1-20
ISDN/PSTN Services ...................................................................................................1-21
Procedure 3: First Entry Configuration .............................................................................1-21
Product Registration ....................................................................................................1-22
Obtaining the Activation Key ............................................................................. 1-22
First-time Power-up and Connection to MCU ......................................................... 1-22
Configuring the workstation for direct connection .........................................1-22
Connecting to the Default Management Network ..........................................1-24
Product Activation ............................................................................................... 1-26
Modifying the Signaling Network Service and ISDN/PSTN Network Service
Settings ...........................................................................................................................1-28
Fast Configuration Wizard .................................................................................. 1-28
Procedure 4: Enable Ultra Secure Mode ...........................................................................1-45
Connecting to the RMX .......................................................................................1-46
Table of Contents
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Procedure 5: Enable Secured Communication .................................................................1-47
Enabling Secure Mode .................................................................................................1-48
Purchasing a Certificate .......................................................................................1-48
Installing the Certificates .............................................................................................1-50
Installing the RMX Certificate .............................................................................1-50
Installing the CA Certificate(s) ............................................................................1-51
Certificate Revocation ..........................................................................................1-53
Installing the CRL .................................................................................................1-54
Switching to Secure Communication Mode .............................................................1-55
Procedure 6: Set System Configuration Flags ...................................................................1-56
Modifying Flag Values .................................................................................................1-58
Procedure 7: Enable Network Separation (RMX 2000) ...................................................1-59
Enabling Network Separation .............................................................................1-60
Procedure 8: Configure 802.1x Authentication ................................................................1-61
Procedure 9: Configure IVR Settings .................................................................................1-62
Procedure 10: Optional. Modify Default Login and Main Screen Banner Text ...........1-64
Login Screen Banner .....................................................................................................1-64
Main Screen Banner ......................................................................................................1-65
Customizing Login and Main Screen Banners .........................................................1-66
Procedure 11: Rename the Default POLYCOM User ......................................................1-67
Procedure 12: Disable Inline AutoComplete Option in Web Browser .........................1-67
Procedure 13: Configure White List Access ......................................................................1-68
Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-1
Starting the RMX Web Client ................................................................................................2-1
RMX Web Client Screen Components .................................................................................2-3
Viewing and System Functionality Permissions ................................................2-4
Conferences List ..............................................................................................................2-4
List Pane ...........................................................................................................................2-5
RMX Management ..........................................................................................................2-5
Status Bar ..........................................................................................................................2-5
System Alerts ...........................................................................................................2-6
Participant Alerts ....................................................................................................2-6
Port Usage Gauges ..................................................................................................2-6
MCU State ................................................................................................................2-7
Address Book ..................................................................................................................2-7
Displaying and Hiding the Address Book ..........................................................2-8
Conference Templates ....................................................................................................2-8
Displaying and Hiding Conference Templates ..................................................2-9
Customizing the Main Screen .....................................................................................2-10
Customizing the RMX Management Pane ........................................................2-11
Starting a Conference ...........................................................................................................2-12
Starting a Conference from the Conferences Pane ...................................................2-12
General Tab ............................................................................................................2-14
Participants Tab ....................................................................................................2-16
Information Tab ....................................................................................................2-19
Starting a Reservation ..................................................................................................2-20
Starting an Ongoing Conference From a Template .................................................2-21
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Table of Contents
Connecting to a Conference ................................................................................................2-22
Direct Dial-in .................................................................................................................2-22
H.323 Participants .................................................................................................2-23
Entry Queue Access .....................................................................................................2-24
H.323 Participants .................................................................................................2-24
ISDN and PSTN Participants .............................................................................. 2-25
Dial-out Participants .................................................................................................... 2-25
Text Indication in the Video Layout ..................................................................................2-25
Endpoint Names ................................................................................................... 2-25
Text Indication ...................................................................................................... 2-27
Transparent Endpoint Names ............................................................................2-27
Monitoring Ongoing Conferences .....................................................................................2-28
Operation Selection ......................................................................................................2-28
Multi Selection ......................................................................................................2-28
Conference Level Monitoring .....................................................................................2-29
Participant Level Monitoring ...................................................................................... 2-31
Participant Connection Monitoring ................................................................... 2-31
Operations Performed During On Going Conferences .................................................. 2-33
Conference Level operations ......................................................................................2-33
Changing the Duration of a Conference ...........................................................2-33
Adding Participants from the Address Book ...................................................2-35
Saving an Ongoing Conference as a Template ................................................. 2-35
Changing the Video Layout of a Conference ................................................... 2-36
Video Forcing ........................................................................................................ 2-37
Enabling and Disabling Video Clarity™ ........................................................... 2-38
Participant Level Operations ...................................................................................... 2-39
Personal Layout Control with the RMX Web Client .......................................2-40
Personal Layout Selection with Click&View ....................................................2-42
Conference Control Using DTMF Codes .................................................................. 2-43
Installing RMX Manager for Secure Communication Mode . . . . . . . . . . . . . . 3-1
Procedure 1 .............................................................................................................. 3-1
Procedure 2 .............................................................................................................. 3-2
Set the RMX to Non Secure Communication Mode .......................................... 3-2
Create/Purchase a Certificate ...............................................................................3-3
Install the RMX Certificate ....................................................................................3-6
Set the RMX to Secure Communication Mode ...................................................3-6
Reset the RMX .........................................................................................................3-7
Install the RMX Manager: ......................................................................................3-7
Using an Internal Certificate Authority ......................................................................3-9
Restoring the RMX Using the USB Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Operations Performed Using a USB Device .......................................................................4-2
Restore to Default (Normal) Security Mode ...............................................................4-2
Comprehensive Restore to Factory Defaults ..............................................................4-3
Performing a Comprehensive Restore to Factory Defaults ..............................4-3
Emergency CRL (Certificate Revocation List) Update ............................................4-10
Deploying a Polycom RMX™ Serial Gateway S4GW . . . . . . . . . . . . . . . . . . . 5-1
Network Infrastructure .........................................................................................................5-1
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Single Serial Gateway .....................................................................................................5-1
Multiple Serial Gateways ...............................................................................................5-2
Guidelines ................................................................................................................5-2
Configuring the RMX - Serial Gateway Connection .........................................................5-4
Procedure 1: Initial Setup of the Serial Gateway ........................................................5-4
Procedure 2: Configure a Network Service on the RMX for each of the Serial
Gateways and Connect the Serial Gateways to the RMX .........................................5-8
Management of Serial Gateways ........................................................................5-12
Testing ............................................................................................................................5-13
Dialing to the RMX from an ISDN Endpoint ....................................................5-13
Dialing to an ISDN Endpoint from the RMX ....................................................5-13
Serial Gateway S4GW - Maximum Security Mode ..........................................................5-13
Advanced Commands .................................................................................................5-16
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-1
Collaboration Server Web Client Installation - Troubleshooting Instructions ..............6-1
Procedure 1: Ending all Internet Explorer Sessions ...................................................6-2
Procedure 2: Deleting the Temporary Internet Files, RMX Cookie and
RMX Object ......................................................................................................................6-2
Deleting the Temporary Internet Files .................................................................6-3
Deleting the RMX/Collaboration Server Cookie ...............................................6-5
Deleting the RMX/Collaboration Server ActiveX Object .................................6-6
Procedure 3: Managing Add-ons Collisions ...............................................................6-7
Procedure 4: Add the Collaboration Server to the Internet Explorer Trusted Sites
List .....................................................................................................................................6-8
Procedure 5: Browser Hosting Controls (Optional) .................................................6-10
4 Polycom, Inc
First Time Installation and
Configuration
Do not insert a USB device into the RMX’s USB port unless it is your intention to disable Secured
Mode or perform a Comprehensive Restore to Factory Defaults.
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, Vista®.
• Network Card – 10/100 Mbps.
• Web Browser – Microsoft® Internet Explorer® Version 6 or higher.
• FIPS – Is always enabled in Ultra Secure Mode, and when ClickOnce is used to install
RMX Manager, the workstation must have one of the following installed:
— .NET Framework 3.5 or a later version of the .NET Framework.
— .NET Framework 2.0 plus Service Pack 1 or later.
.Net Framework 2.0 is required and installed automatically.
The RMX must be installed on the intranet or added to the trusted sites list. In both cases, the
ActiveX control will install properly.
1
Management of the RMX using the RMX Web Client requires the installation of ActiveX. In
deployments were ActiveX is prohibited, administrators must use the RMX Manger.
For users deploying a RMX Serial Gateway S4GW, the VIEW_RVGW_ACTIVEX System Flag can
be added and its value modified to determine if ActiveX controls are used to display the RMX Serial
Gateway S4GW web site. If the flag value is set to NO (default) an external Internet Explorer
browser is launched to display the RMX Serial Gateway S4GW web site.
For more information see the RealPresence Collaboration Server (RMX) 1500/2000/4000
Administrator’s Guide for Maximum Security Environments "ActiveX Bypass” on page 17-89.
Required IT Infrastructure
The following IT infrastructure components are required to secure the RMX conferencing
(audio and video) solution.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
•External Domain Name Server (DNS)
• Network Time Protocol (NTP) server
• Certificate Authority server.
• Certificate Revocation List (CRL) distribution point for each Certificate Authority (CA) used
in the configuration
DNS
All systems that are part of the secure solution, whether IT infrastructure or Polycom devices,
must be configured with the capability to resolve all other Polycom and other IT
infrastructure device Host Names on the network. This includes all workstations used to
access the RMX Management Network such as the RMX Web Client or RMX Manager.
The easiest way to do this is to use a DNS server to ensure that each device in the
deployment can be identified by a Host Name or Fully Qualified Domain Name (FQDN).
• Devices must have FQDNs in order to use security certificates.
• In dual stack network configurations that support both IPv4 and IPv6, both IP
addresses must be included in the DNS configuration.
• When connecting to devices within the IT infrastructure from Polycom devices, the
FQDN of the respective machines should be used.
NTP Servers
In order to meet Maximum Security requirements, a secure audio and video conferencing
environment must include at least two NTP servers. Security certificates are not required for
NTP servers.
The RealPresence Server will not use a time source such as a Windows-based, W32Time service
(SNTP) time service. Only full-featured (Stratum 16 or below) NTP Servers are considered
sufficiently reliable for high-accuracy timing environments.
Certificate Authority Server
A certificate authority (CA) server is used to issue and manage security credentials. A CA
server is an integral part of a (Public Key Infrastructure) PKI security system and is a required
component of a Maximum Security Environment.
• Polycom products must be able to resolve the CA server using its Fully Qualified Domain
Name (FQDN).
• With the exception of the NTP servers, all networked components within the Maximum
Security Environment must have a valid certificate or certificate chain. A Certificate
Revocation policy and a Certificate Revocation method for all networked components
must also be established.
• Certificates issued for Polycom devices within a Maximum Security Environment must
meet the specific requirements as described in Polycom® RMX® 1500/2000/4000
Administrator’s Guide for Maximum Security Environments "Certificate Configuration and
Management” on page E-1.
• For certificate management, networked components within the Maximum Security
Environment can use either an Online Certificate Status Protocol (OCSP) responder or
Certificate Revocation Lists (CRLs). The RMX currently supports only CRLs. For more
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information see Polycom® RMX® 1500/2000/4000 Administrator’s Guide for Maximum
Security Environments "Certificate Configuration and Management” on page E-1.
RMX Hardware
Version N.0 requires that MPM+ cards are installed in the RMX.
Installation and Configuration
First Time Installation and Configuration of the Collaboration Server 1500/2000/4000 consists
of the following procedures:
1 Hardware Installation and Setup
— Mount the RMX in a rack.
— Connect the necessary cables.
2 Gather Network Equipment and Address Information
— Get the information needed for integrating the RMX into the local (Signaling and
Management) networks.
3 First Entry Configuration
— Register the RMX.
— Power up the RMX.
— Modify the Default Management Network.
— Configure the Signaling Network Service.
— Configure the ISDN/PSTN Network Service.
4 Enable Ultra Secure Mode
5 Enable Secured Communication
— Purchase and Install the SSL/TLS certificate
— Modify the Management Network settings
— Create/Modify the relevant System Flags
6 Set System Configuration Flags
7 Enable Network Separation (RMX 2000)
8 Configure 802.1x Authentication
9 Configure IVR Settings
10 Modify Default Login Banner Text (if required)
11 Rename the default POLYCOM user
12 Disable Inline AutoComplete Option in Web Browser
13 Configure White List Access
Chapter 1-First Time Installation and Configuration
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Procedure 1: Hardware Installation and Setup
In a well ventilated area, mount the RMX 1500/RMX 2000/RMX4000 unit in a 19” rack. It is
important to adhere to the Site Requirements as described in the RMX 2000/4000 Hardware
Guides, "Site Requirements” on page 1-3.
To maximize conferencing performance, especially in high bit rate call environments, a 1Gb
connection is recommended for all RMX types.
The following procedures have to be performed to install the RMX System in your site:
• Installing the RMX in a rack or as a standalone. When installing the RMX unit on a rack,
this process is done in two stages:
— Installing the telescopic rail runners on the rack. This stage is identical to all RMX
system types.
— Mounting the RMX on the rack using the previously installed rail runners
• Connecting the RMX to the power source
• Connecting the network (LAN and ISDN) cables to the RMX.
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Installing the Telescopic Rail Runners on the Rack
Telescopic Rail Runners Accessory Kit
Before installing the telescopic rail runners in the rack, make sure that the kit has the
following parts:
Table 1-1 Rail Runners Kit Contents
Chapter 1-First Time Installation and Configuration
Part/Kit no. Item
ASY2716A-L0
Rail runner Left rail runner (two
types available: item (a)
with or (b) without rail
runner clip
Note: The rail runner
clip is designed to
attach and clip onto the
chassis runner frame.
Right rail runner (two
types available: with or
without rail runner clip)
Note: The rail runner
clip is designed to
attach and clip onto the
chassis runner frame.
Item
no. Item Sample
1(a) (b)
Note: rail runner end views
2 See Figure 1-1 1
Item
Quantity
1
Rack spacer
assembly kit
Rail runner assembly
kit
Polycom, Inc. 1-5
Rack spacer 3 Front & Rear 4
Flat head screw M5*10mm
Flat head screw M3*8mm
Flat washer M3 6 4
Nut spring M3 7 4
48
54
RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
LEFT RAIL
RIGHT RAIL
Table 1-1 Rail Runners Kit Contents
Item
Part/Kit no. Item
RMX chassis
assembly kit
Pan head screw M5*12mm
Flat washer M5 9 2
no.
82
Item Sample
Telescopic Rail Runner Assembly
Rack Rail Runners require a minimum of 48cm and a maximum of 80cm within the rack for
installation
1 Determine the location of the RMX on the rack:
— Allow for a 1U gap above and below the system for ventilation.
— Use the Rack Spacer (item no. 3) to predetermine its position on the rack post,
making sure that square studs of the spacer fit into the rack post’s square/rounded
mounting holes. Mark the spacer’s location on the rack post. Repeat this process for
the 3 remaining vertical posts ensuring that the system can be horizontally seated.
Item
Quantity
Figure 1-1 Front view of RMX Rail Runner Assembly
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Chapter 1-First Time Installation and Configuration
2 Position the Rack Spacer (item no. 3) onto the marked rack post together with left rack
rail runner (item no. 1 which is labeled LEFT) and fasten the flat head screws 3*10mm
(item no. 4) as shown in the following figure:
Figure 1-2 Detail of Front Rack Spacer Assembly (left rail runner is shown here) for all RMX
types
• On the RMX1500/4000 the center hole on the Rack Spacer must be left clear as it is required for
fixing the RMX to the rack post. See Figure 1-2.
• On the RealPresence Collaboration Server (RMX) 2000 the top hole on the Rack Spacer must
be left clear as it is required for fixing the RMX to the rack post. See Figure 1-2.
3 Adjust the telescopic rack rail runner to the rack opening and mount it onto the marked
position of the rear post as described in step 2.
Figure 1-3 Detail of Rear RealPresence Collaboration Server (RMX) 1500/2000/4000 Rack
Spacer Assembly
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
4 Repeat steps 2 and 3 for the right rack rail runner.
5 Install the flat head screw (item 5), flat washer (item 6) and nut spring
(item 7) in the middle of the telescopic rack rail runner for added stability as
shown in Figure 1-4.
Figure 1-4 Detail of Left Rail Runner (front internal view)
The number of screws to install depends on the rack width.
6 Repeat step 5 for the right rack rail runner.
Installing the RMX 1500
For detailed instructions, precautions and requirements for installing the RMX 1500 refer to the
Polycom RMX 1500 Hardware Guide.
The following procedures have to be performed to install the RMX 1500 in your site:
• Optional. Installing the RTM ISDN card on the RMX (Optional)
• Installing the RMX in a rack or as a standalone
• Connecting the RMX to the power source
• Connecting the network (LAN, IP and ISDN) cables to the RMX.
Optional. Installing the RTM ISDN 1500 Card on the RMX 1500
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 1500. It is recommended to install the
ISDN card before the RMX 1500 is placed in a rack.
Removing the blank cover from the rear of the RMX 1500
1 Ensure that the power switch on the Collaboration Server is turned OFF (O).
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Chapter 1-First Time Installation and Configuration
2 Remove the cover by unscrewing the captive screws that fasten the card to the MCU.
3 Slide out the cover.
Installing the RTM ISDN 1500 Card
1 Slide in the RTM ISDN 1500 card.
2 Insert the card into the slot and tighten the captive screws on each side of the rear panel
of the card, securing the RTM ISDN card to Collaboration Server.
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
Mounting the Collaboration Server 1500 in a Rack
There are two methods for installing the Collaboration Server in a 19” rack:
• Using the rack rail runners on the RMX 1500
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 1-5.
— Mount the Collaboration Server 1500 on top of the rail runners.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
— Fasten the Collaboration Server to the rack spacers using the flat head screw
(item 8) with flat washer (item 9) through the two holes in the Collaboration
Server’s front mounting brackets.
Refer to Figure 1-2, "Detail of Front Rack Spacer Assembly (left rail runner is shown here) for all
RMX types” on page 1-7 for installation instructions.
• Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the Collaboration Server unit on the shelf.
— Fasten the Collaboration Server unit to the rack with screws through the four holes in
the Collaboration Server’s front mounting brackets.
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Chapter 1-First Time Installation and Configuration
E1/T1 PRI
Connection(s)
Power Cable
LAN 2 - media;
MNG - signaling;
MNG B - management & Shelf
Connecting Cables to the RMX 1500
— To connect the cables:
Before plugging network cables in, ensure sure that the network infrastructure containing all the
devices (including the RMX) has two different networks: one for Management; the other for Signaling
& Media. Separation can be achieved either by two physical networks or by two virtual networks
(VLANs).
• Connect the Media cable to LAN 2 port.
— Optional. If LAN Redundancy or Multiple Networks options are used, connect the
LAN cable to LAN 1. For more information, see RMX 1500/2000/4000
Administrator’s Guide for Maximum Security Environments, "LAN Redundancy” on
page 12-26
• Connect the Network cables to:
— the MNG (Signaling) port
— the MNGB (Management Network) port.
When an NTP Server is used for the RMX Time, the Shelf Management cable must be connected to
the shelf port.
• Optional. For ISDN/PSTN connections, connect the E1/T1 cables to their PRI (1-4)
ports.
The LAN 1*, LAN3, LAN4 and Modem ports are not be used and the plastic caps covering those
ports should not be removed.
* With Multiple network and LAN redundancy configurations, LAN 1 port is used. For more
information, see the RealPresence Collaboration Server (RMX) 1500/2000/4000 Administrators
Guide, Multiple Services and LAN Redundancy.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Installing the RMX 2000
For detailed instructions, precautions and requirements for installing the RMX 2000 refer to the
Polycom RMX 2000 Hardware Guide.
The following procedures have to be performed to install the RMX 2000 in your site:
• Optional. Installing the RTM ISDN card on the RMX (Optional)
• Installing the RMX in a rack or as a standalone
• Connecting the RMX to the power source
• Connecting the network (LAN and ISDN) cables to the RMX
Optional. Installing the RTM ISDN Card on the RMX 2000
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 2000. It is recommended to install the
ISDN card before the RMX 2000 is placed in a rack.
Removing the blank cover from the rear of the RMX 2000
Use the following procedure to remove the blank cover:
1 Ensure that the power switch/circuit switch on the Collaboration Server is turned OFF
(O).
2 Unscrew the captive screws on the rear panel of the Collaboration Server that secure the
blank panel.
3 Use the metal ejector levers to pull the blank panel.
Installing the RTM ISDN 2000 Card
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
Mounting the Collaboration Server 2000 in a Rack
There are two methods for installing the Collaboration Server in a 19” rack:
• Using rack rail runners on the RMX 2000:
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 1-5.
— Mount the Collaboration Server 2000 on top of the rail runners.
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Chapter 1-First Time Installation and Configuration
— Fasten the Collaboration Server to the rack spacers using the flat head screw
(item 8) with flat washer (item 9) through the two holes in the Collaboration
Server’s front mounting brackets.
Refer to Figure 1-2, "Detail of Front Rack Spacer Assembly (left rail runner is shown here) for all
RMX types” on page 1-7 for installation instructions.
• Using a shelf:
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the Collaboration Server on the shelf.
— Fasten the Collaboration Server to the rack with screws through the four holes in
the Collaboration Server’s front mounting brackets.
Connecting Cables to the RMX 2000
Do not remove the protective caps from LAN1, LAN3 and ShMG ports.
— Connect the following cables to the back panel:
Ensure sure that the network infrastructure containing all the devices (including the RMX) has two
different networks: one for Management; the other for Signaling & Media. Separation can be
achieved either by two physical networks or by two virtual networks (VLANs). These separated
networks will be used after Network Separation is performed. See "Procedure 7: Enable Network
Separation (RMX 2000)” on page 1-59.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
LAN 2 Connection
Power
Cable
Off/On
switch
E1/T1 Connection
LAN 2 Connection, (optional) LAN1
•Power cable
• On the RTM IP card connect the LAN cable to LAN 2 Port.
• On the RTM LAN card connect the LAN cable to LAN 2.
— Optional. Connect the LAN cable to LAN 1.
With Multiple Networks and LAN Redundancy configurations, LAN 1 port is used.
For more information, see the RealPresence Collaboration Server (RMX) 1500/2000/
4000 Administrator’s Guide for Maximum Security Environments, "LAN Redundancy”
on page 12-26
and "Multiple Networks” on page 12-37.
• Optional. On the RTM ISDN card connect the E1/T1 Cables to PRI Ports.
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Installing the RMX 4000
The following procedures have to be performed to install the RMX 4000 at your site:
• Optional. Installing the RTM ISDN card on the RMX
• Mounting the RMX in a rack
• Connecting the RMX to the power source
• Connecting the network (LAN and ISDN) cables to the RMX
Optional. Installing the RTM ISDN Card on the RMX 4000
If the ISDN option was purchased with your RMX, the ISDN card is shipped separately and
must be manually installed into the rear of the RMX 2000. It is recommended to install the
ISDN card before the RMX 2000 is placed in a rack.
Removing the RTM LAN Card or the blank cover from the rear of the RMX 4000
1 Ensure that the power switch on the RealPresence Collaboration Server 1800 is turned OFF
(O).
2 Remove the RTM LAN or blank cover by unscrewing the captive screws that fasten the
card or the cover to the RMX. When removing a card, use the metal ejector levers to pull
the RTM LAN card out of its slot from the backplane.
3 Slide out the RTM LAN or RTM ISDN card.
Chapter 1-First Time Installation and Configuration
Installing the RTM ISDN 4000 Card
1 On the RTM ISDN card move the ejector levers to their fully open position.
2 Slide the new RTM ISDN card into its slot.
An RTM ISDN card must connect directly to an MPM+/MPMx card in the opposite facing front slot.
3 Push the card into the slot until the ejector levers touch the front edge of the card cage.
Push the ejector levers to their fully closed position.
4 Tighten the captive screws on each side of the rear panel of the card, securing the RTM
ISDN card to the MCU.
A Software License is included with the ISDN card. This license must be registered as part of
the Product Registration and Product Activation process.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Mounting the Collaboration Server 4000 in a Rack
Either place the RMX 4000 on a hard, flat surface such as a desktop or mount it on a 19” rack.
For a detailed description of the safety requirements and precautions and the installation of the
RMX 4000 as a standalone, or reverse mounting the RMX 4000 on a 19” rack, see the
RealPresence Collaboration Server (RMX) 4000 Hardware Guide.
To install the Collaboration Server 4000 in a 19”rack:
• Using rack rail runners on the RMX 4000
— Install the telescopic rail runners, as described in "Installing the Telescopic Rail
Runners on the Rack” on page 1-5.
— Mount the Collaboration Server 2000 on top of the rail runners.
— Fasten the Collaboration Server to the rack spacers using the flat head screw
(item 8) with flat washer (item 9) through the two holes in the Collaboration
Server’s front mounting brackets.
Refer to Figure 1-2, "Detail of Front Rack Spacer Assembly (left rail runner is shown here) for all
RMX types” on page 1-7 for installation instructions.
• Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the Collaboration Server on the shelf.
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Chapter 1-First Time Installation and Configuration
Power Cables
— Fasten the Collaboration Server to the rack with screws through the eight holes in
the Collaboration Server’s front mounting brackets.
Connecting the RMX 4000 to the Power Sources
The size of the protective earthing conductor & cable should be a minimum of 10AWG.
Connect the following power cables to the RMX 4000 back panel:
AC Power Supply connections:
1 Insert power cables to each of the three AC Power Entry Modules (PEMs).
DC Power Supply connections:
1 On the DC Power Rail Modules set the two circuit breakers to OFF.
Two types of circuit breakers can be installed on the DC Power Rail Module (PRM). For more
information, see the RealPresence Collaboration Server (RMX) 4000 Hardware Guide.
2 Ensure that the cables from the Main that supplies electricity to the DC power units are
OFF or disconnected.
3 Remove the transparent plastic caps on the terminal block.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
ESD connector
Circuit breaker - ON
position
-48 VDC
RTN
Ground connector
Blank panel
Circuit breaker - OFF
position
4 Using the two wires of a 10 AWG cable running from the DC power distribution unit,
connect the black wire into the -48VDC terminal block and the red wire to the RTN
terminal block.
• A 10 AWG cable must be used to connect the mains with the RMX 4000 DC Power Rail Model.
• The supply wires for DC version must be terminated using quick connectors.
• Extension cords may not be used.
The center PRM slot/module is fitted with a blank panel and the slot cannot be used on a system
with DC Voltage.
5 Connect the green or green-yellow wire to the system single-point M6x15 “Ground”
bolt.
The rating of the protective earthing conductor should be a minimum of 10AWG.
If the unit is rack mounted, the single-point ground on the MCU must be connected to
the rack with a single conductor and fixed as to prevent loosening. When using bare
conductors, they must be coated with an appropriate antioxidant compound before
crimp connections are made. Tinned, solder-plated or silver plated connectors do not
have to be prepared in this manner.
6 Replace the transparent plastic caps on the terminal block.
7 Turn ON the Main that supplies power to the RMX.
8 Turn ON the circuit breaker on each of the DC Power Rail Modules.
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Chapter 1-First Time Installation and Configuration
LAN Connections to RTM LAN
Power Cables
Off/On
switch
E1/T1 Connection to RTM ISDN
Shelf
Management
Management
Network
Signaling
Network
Connecting Cables to the RMX 4000
— To connect the cables (AC and DC systems):
Before plugging network cables in, ensure sure that the network infrastructure containing all the
devices (including the RMX) has two different networks: one for Management; the other for Signaling
& Media. Separation can be achieved either by two physical networks or by two virtual networks
(VLANs).
• RTM-IP 4000:
— Connect the Management Network cable to LAN 2.
— Connect the Signaling cable to LAN 3.
— Connect the Shelf Management cable to LAN 6.
When an NTP Server is used for the RMX Time, the Shelf Management cable must be connected to
the shelf port.
• For each installed RTM LAN - Connect the LAN cable to LAN 2.
— Optional. Connect the LAN cable to LAN 1. With Multiple networks and LAN
redundancy configurations, LAN 1 port is used. For more information see the
Administrator’s Guide for Maximum Security Environments, "LAN Redundancy” on
page 12-26
• Optional. If RTM ISDN is installed, for each installed RTM ISDN:
— Connect the E1/T1 cables to their PRI Ports.
— Connect the LAN cable to LAN 1.
and "Multiple Networks” on page 12-37
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Figure 1-5 RMX 4000 Rear Panel View with AC Power and Communication Cables
RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Hardware
Installation
and
Setup
Gather Network
Equipment
and
Address Info
First Entry
Configuration
Procedure 2: Gather Network Equipment and Address
Information
IP Services
The IP addresses and network parameters which enable communication between the
Collaboration Server, its management application and the conferencing devices are
contained in two IP services:
• Management Network (Control Unit)
• Signaling Network (Conferencing Service)
During the First Entry Configuration, the parameters of these two network services are
modified to comply with your local network settings.
Management Network
The Management Network enables communication between the Collaboration Server Control
Unit and the Collaboration Server Web Client and is used to manage the Collaboration Server.
The RMX is shipped with default IP addresses as listed in Table 2-1.
Signaling Network
The Signaling Network is used to configure and manage communications between the
Collaboration Server and conferencing devices.
IP Network Services Required Information
When installing an RMX unit, these default IP addresses must be modified to your local
network settings. It is therefore important to obtain the information needed to complete the
Local Network Settings section of the table from your network administrator before
powering up the RMX for the first time.
The network administrator should allocate four IP addresses in the local network for an
MCU with one MPM+ card and up to seven IP addresses for an MCU with up to four
MPM+ cards.
Table 1-2 Network Equipment and Address Information
Parameter Factory Default
Control Unit IP Address 192.168.1.254
Control Unit Subnet Mask 255.255.255.0
Default Router IP Address 192.168.1.1
Shelf Management IP Address 192.168.1.252
Signaling Host IP address –
Local Network
Settings
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Chapter 1-First Time Installation and Configuration
Hardware
Installation
and
Setup
Gather Network
Equipment
and
Address Info
First Entry
Configuration
Table 1-2 Network Equipment and Address Information (Continued)
Parameter Factory Default
Media Board IP address (MPM 1) –
Media Board IP address (MPM 2)
RMX 2000/4000 only
Media Board IP address (MPM 3)
RMX 4000 only
Media Board IP address (MPM 4)
RMX 4000 only
Gatekeeper IP address (optional) –
DNS IP address (optional) –
SIP Server IP address (optional) –
ISDN/PSTN Services
The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN
switch and the ISDN lines running from the ISDN/PSTN switch to the ISDN card installed
in the Collaboration Server.
Before configuring the ISDN/PSTN Network Service, obtain the following information
from your ISDN/PSTN Service Provider:
•Switch Type
• Line Coding and Framing
•Numbering Plan
•Numbering Type
• Dial-in number range
Local Network
Settings
–
–
–
• The RMX does not support ISDN connections using restricted line rates
(56k B channels).
• If the RMX is connected to the public ISDN Network, an external CSU or
similar equipment is needed.
Procedure 3: First Entry Configuration
There are four procedures necessary for setup of the new Collaboration Server. It is important
that they are performed in the following sequence:
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1 Product Registration.
2 Modifying the Factory Default Management Network Settings.
3 First-time Power-up and Connection to MCU.
4 Enable Network Separation (RMX 2000)
5 Modifying the Default IP and ISDN/PSTN Service settings (Fast Configuration Wizard).
RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
Product Registration
Before the Collaboration Server can be used, it is necessary to register the product and obtain
an Activation Key.
During first-time power-up, the Product Activation dialog box is displayed, requesting you to
enter an Activation Key.
Obtaining the Activation Key
1 Access the Service & Support page of the Polycom website at:
http://portal.polycom.com
2 Login with your Email Address and Password or register as a new user.
3 Select Product Registration.
4 Follow the on-screen instructions for Product Registration and Product Activation. (The
RMX’s serial number is on a sticker on the back of the unit, if needed.)
5 When the Product Activation Key is displayed, write it down or copy it for later pasting
into the Activation Key field of the Product Activation dialog box.
First-time Power-up and Connection to MCU
Before powering up the RMX for the first time, it is necessary to establish a connection
between the RMX and the control workstation.
A private network is set up between the Collaboration Server and the workstation and the
Default Management Network parameters are modified using the Fast Configuration Wizard in
the Collaboration Server Web Client.
Configuring the workstation for direct connection
The following procedures show how to modify the workstation’s networking parameters
using the Windows New Connection Wizard.
For non-Windows operating systems an equivalent procedure must be performed by the
system administrator.
Before connecting directly, you must modify the IP Address, Subnet Mask and Default
Gateway settings of the workstation to be compatible with either the Collaboration Server’s
Default Management Network.
To modify the workstation’s IP addresses:
1 On the Windows Start menu, select Settings > Network Connections.
2 In the Network Connections window, double-click the Local Area Connection that has
Connected status.
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Chapter 1-First Time Installation and Configuration
3 In the Local Area Connection Status dialog box, click the Properties button.
4 In the Local Area Connection Properties dialog box, select Internet Protocol [TCP/IP] >
Properties.
5 In the Internet Protocol (TCP/IP) Properties dialog box, select Use the following IP
address.
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RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments
6 Enter the IP address, Subnet mask and Default gateway for the workstation.
The workstation’s IP address should be in the same network neighborhood as the
RMX’s Control Unit IP address.
Example: IP address – near
192.168.1.nn
None of the reserved IP addresses listed in Ta bl e 1-3 should be used for the IP Address.
The Subnet mask and Default gateway addresses should be the same as those for the
RMX’s Default Management Network.
The addresses needed for connection to the Collaboration Server’s Default Management
Network are listed in Table 1-3.
Table 1-3 Reserved IP Addresses
Default Management Network
Network Entity
Control Unit IP Address 192.168.1.254
Control Unit Subnet Mask 255.255.255.0
Default Router IP Address 192.168.1.1
Shelf Management IP Address 192.168.1.252
Shelf Management Subnet Mask 255.255.255.0
Shelf Management Default Gateway 192.168.1.1
IP Addresses
(Factory Default)
7 Click the OK button.
Connecting to the Default Management Network
To connect directly to the RMX:
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