The information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized
use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject
to change without notice and does not represent a commitment of any type on the part of Polycom, Inc. Polycom and Accord are
registered trademarks of Polycom, Inc.
Notice
While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of
printing, Polycom, Inc., cannot assume responsibility for any errors. Changes and/or corrections to the information contained in
this document may be incorporated into future issues.
Canadian Department of Communications (EC) Declaration of Conformity
Polycom Inc., declares that the Polycom VoicePlus with NET-2/4/8 card is in conformity with the following relevant harmonized
standards:
EN 60950: 1992 Including Amendments 1,2,3 & 4
EN 55022: 1994
EN 50082: 1997
Complies with the provisions of the Council Directive 1999/EC on radio and telecommunication terminal equipment and the
recognition of its conformity.
Notice: The Industry Canada label identifies certified equipment. This certification means that the equipment meets
telecommunication network protective, operational and safety requirements as prescribed in the appropriate Terminal Equipment
Technical Requirements document(s). The Department does not guarantee the equipment will operate to the user's satisfaction.
Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local
telecommunications company. The equipment must also be installed using an acceptable method of connection. The customer
should be aware that compliance with the above conditions may not prevent degradation of service in some situations.
Repairs to certified equipment malfunctions may give the telecommunications company cause to request the user to disconnect
the equipment.
Users should ensure for their own protection that the power utility, telephone lines and internal metallic water pipe system, if
present, are properly grounded. This precaution may be particularly important in rural areas.
Caution: Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection
authority, or electrician, as appropriate.
Setting the Entry Queue to Attended Mode ................................. 7-9
Setting the Conference Connection to Attended Mode ..............7-10
v
Table of Contents
vi
VoicePlus Overview
VoicePlus is the conferencing system of the Polycom MCU that enables
Audio Only conferencing. The VoicePlus system includes special features
such as the Interactive Voice Response (IVR) functionality, chairperson blast
dial-out to multiple pre-defined participants, chairperso n and participant
DTMF code control of conferences, voting and Question & Answer
management, Ad Hoc Auto Cascading, VTX 1000 Resource allocation and
more.
T ouch-tone commands, MGC Manager and Web controls are the tools that are
used to manage both Audio Only c onfere nces an d parti cipan ts and t he part of
the video bridge that handles Audio Only and IVR functionality in both
Audio Only and Video conferencing.
The VoicePlus system uses voice prompts to guide participants to their
appropriate conferences. These prompts can be customized to enable mult ilingual support. In Audio Only conference setup, only the functions,
operations and icons relevant to this type of conference are displayed in the
MGC Manager, while functions and operations relevant to video conferences,
such as ATM network connection or video options, are hidden and disabled.
The Polycom VoicePlus conferencing system provides a way to hold
meetings with participants at multiple remote sites. It enables end-users to
conduct all types of meetings from the office or from the road using a
telephone, whether they require a high-level, scheduled, operator-assisted
conference or the convenience of on-demand or reservationless meeting.
Audio Only conferences include only Audio participants. In an Audio Only
conference, participants can connect to the conference using different
network connections: PSTN/ISDN or T1-CAS lines, cellular phones, or VoIP
(H.323 or SIP). These conferences allow the use of VoicePlus capabilities.
When the Audio Look and Feel mode is set for the MGC Manager, the video
parameters are hidden, but you can still monitor video conferences if they are
run on any of the connected MCUs.
1
1-1
Chapter 1 - VoicePlus Overview
About the MGC Manager User’ s Guide VoicePlus
Edition
The VoicePlus Edition includes information required to set up and monitor On
Going Audio Only Conferences, Audio Only reservations, define Audio Only
participants and configure the IVR modules. In addi tion, it includes dire ctions
for using the Polycom ReadiRecorder audio recording system
If you are new to the Polycom MCU and MGC Manager, we recommend that
you read the appropriate Getting Started Guide that accompanies your unit.
The other volumes of the MGC Manager User Guides documentation set
describe setting up and monitoring multipoint video conferences and
combined audio/video conferencing. They describe performing system
configuration activities for the MGC Multipoint Control Units (MCUs) to
which it connects. This user’s guide provides references to related topics in
other volumes of our documentation as relates to each topic.
1-2
VoicePlus Main Features
The Polycom VoicePlus conferencing system offers a comprehensive range of
capabilities for audio conferencing:
Scheduling methods
Conferences can be started immediately or scheduled in advance on the
Polycom MCU by means of the following applications:
•Windows-based MGC Manager
•Browser-based WebCommander
•Microsoft Outlook using the MGC Personal Scheduler add-on
•Attended (Operator Assisted) conference; reserved and reservationless
•Unattended conference; reserved and reservationless
Conference access
•VoIP (H.323 and SIP), T1-CAS, and ISDN participants in a single
conference
•Dial-in (Toll-free dial-in and caller-paid dial-in)
•Automated (blast) dial-out
•Operator initiated dial-out
•Participant dial-out inviting new participants
•Combination of dial-in and dial-out
•One dial-in number for all conferences (Entry Queue)
Conference features and options
•Automatic password and identification number generation at time of
conference booking
•Two allocated passwords: conference and chairperson password
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Chapter 1 - VoicePlus Overview
•Single telephone number can be associated with all conferences
•Reservation of resources at the conference setup stage
•User defined fields for additional conference and participant information
•Chairperson features and control
•Presentation (operator guidance)
•Conference locking
•Access to external recording devices
•Use of Roll Call and conference greetings
•Mute-on access (Mute all incoming parties)
•Self Mute
•SilenceIT - automatic muting of noisy lines
•Automatic termination of conference
•Conference On Hold (with background music)
•E-mail notification (with Web scheduling only)
•Access to a Reservations database
Security features
•Conference-specific and Chairperson-specific entry password
•Conference locking mechanism
•Roll Call for joining participants’ identification
•Data encryption at MCU, conference and participant level
1-4
Conference control options
•Touch -tone (DTMF codes)
•MGC Manager (Windows interface)
•WebCommander (Web Browser)
•Polycom ReadiManager application
On Going Conference management and monitoring
•Active or exclusive speaker indication
•DTMF detection for any participant
•Connect and disconnect individual participants
•Add participants during an On Going Conference
•Dial-out to a participant during an On Going Conference (Invite)
•Identify connected participants
MGC Manager User’s Guide - VoicePlus Edition
•Mute and unmute participants
•Control individual broadcasting and listening audio volume
•Manually and automatically extend the conference duration
•Lock and unlock the conference to dial-in and all other participants
•Move a participant from the main conference to a side area for one-to-
one conversation with the Operator
•Terminate the conference before its scheduled end time
•Manage Question-and-Answer queues
•Control voting (polling) sessions
•Configure and enable an audio reminder of impending end of conference,
with automatic disconnection at scheduled end of conference
•Secure the conference from unauthorized connection and monitoring
•Operator assistance on demand
•Enhanced operator tools for attended participant conferences
•Monitor conference and participant status
•Monitor all On Going and reserved conferences for multiple MCUs
Application features
•Customizable voice messages
•Configurable new feature event alerts
•Software development kit
•Access and SQL databases can be used to store participant and
conference information
•Easily accessible Call Detail Records
•Local or remote operators
•Active display of system resources, individual participant statuses and
conference properties
•Recording to an external device
System Requirements
The MGC Manager application can be installed in an environment th at meets
the following minimum requirements:
•IBM PC compatible computer Pentium II, 400 MHz CPU or higher
1-5
Chapter 1 - VoicePlus Overview
•Minimum 64 MB RAM (recommended 128 MB)
•Windows 98
Windows 2000
•Modem (optional)
•Network capabilities - TCP/IP
For detailed information about how to install the MGC Manager application,
how to connect to the MGC unit and how to use its main window, menus and
toolbar buttons, refer to the MGC Manager User’s Guide, Volume I, Chapter 3,
“MGC Manager Basics.”
Prerequisites
This manual assumes the user has the following knowledge:
•Familiarity with Windows 98
Windows XP
•Basic knowledge of audio conferencing concepts and terminology
•Familiarity with the Polycom Quick Start Guide for your MCU
•Familiarity with the MGC Manager User’s Guide - Volume I, Chapter 3
®
, Windows ME®, Windows NT®,
®
or Windows XP®operating system
®
, Windows NT®, Windows 2000® or
®
environment and interface
VoicePlus Commands Shortcut Keys
In MGC Manager, you can quickly ac complish frequ ently performed tasks by
using shortcut keys. For example, pressing <CTRL> + <R> connects or
reconnects a participant to an On Going Conference.
•The predefined shortcut keys can be modified using the Configure Shortcut
function from the Options menu. For more details, see the MGC
Administrator’s Guide, Chapter 5, “Configurable Shortcut Keys” on page 5-
144.
•When upgrading the MGC Manager from version 6.0 or earlier, click
Configure Shortcuts on the Options menu, and then click Restore Defaults
to update the default shortcut keys.
The following default shortcut keys are used in VoicePlus MGC Manager:
1-6
MGC Manager User’s Guide - VoicePlus Edition
Table 1-1: VoicePlus Commands Shortcut Keys
CommandShortcut KeyFunction
New<Ctrl> + <N>Used to create a new User T emplates file or a
new Reservation Templates file.
Open<Ctrl> + <O>Opens the User Templates directory or the
Reservation Templates directory. Used to
view and open the contained files.
Copy/Paste/
Paste As
Cut<Ctrl> + <X>Copies the conference or participant
Delete<Del>Used to terminate a selected On Going
Save<Ctrl> + <S>Saves a User or Reservation Template file, or
Help<F1>Opens the relevant Help topic.
-in
Dial
Dial Out
<Ctrl> + <C>
<Ctrl> + <V>
<Ctrl> + <P>
<Ctrl> + <I>
<Ctrl> + <A>
Copies the properties of a selected OnGoing
conference, Reservation, Entry Queue,
Meeting Room or participant, to the clipboard.
Note: To select several items to copy/Paste,
use the standard Windows conventions.
If you want to modify the selected items’
name or properties, click Paste As.
properties to the clipboard while deleting the
original item. Used when copying participants
from one conference to another.
Conference, Reservation, participant,
operator or template. Opens a dialog box to
confirm the selection.
Note: To select several items to delete, use
the standard Windows conventions.
Context Help<Shift> + <F1> Opens the relevant Help topic.
<F10>Enables the operator to temporarily join an
<F11>Enables the operator to return to the
<F12>Moves the next participant in line from the
User’s Guide Conventions
The following terms and conventions are used in this Guide:
•“Open” or “Double-click” is used to open files and applications.
“Double-click” can also expand a tree or open a dialog box.
•“Select” or “Click” is used to highlight a part of the window, dialog box
or menu that you want to be changed with your next action. “Click” can
also select a menu option or activate a toolbar button.
•“Right-click” is used when you press and release the right mouse button
to open a pop-up menu.
•“Click OK” means that you can either cli ck the OK button with the
mouse, or press the <Enter> key on the keyboard.
•Keyboard keys appear in capital letters, between these two symbols < >.
For example, the Shift key appears as <Shift>.
•The plus sign (+) between two key names indicates that you must press
and hold down one key while pressing down the second key. For
example, “press <Alt> + <P>” means that you press and hold down the
Alt key while you press the P key.
•Bold type indicates the word or the chara cter that you should type into a
text box or the name of the menu or command that you should select.
•Italic type indicates the name of a menu, a dialog box or a field to or
from which to select or enter an option.
On Going Conference, for example for short
announcements or assistance.
Operator Conference.
Participants Queue to the Operator
Conference, for assistance.
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Chapter 1 - VoicePlus Overview
•“Expand a tree” means to click on the plus sign (+) next to it or double-
click the icon to display the dependent branches.
•Tips and notes are ind icated by an icon and appea r in a specia l format on
a gray background. For example:
This is an example of the type of note that you encounter in this User Guide.
1-10
Audio Look & Feel
The MGC Manager application that is used for Audio Only conferencing can
be set to the Audio Look & Feel mode to hide all video associated functions
and display only Audio Only parameters.
To set the MGC Manager to Audio Look & Feel:
1.On the Options menu, click Audio Look & Feel.
MGC Manager User’s Guide - VoicePlus Edition
A check mark appears next to Audio Look & Feel, indicating that this
mode is active. All video related functions and dialog boxes are hidden.
2.Click this feature again to cancel the Audio Look & Feel mode.
3.Restart the MGC Manager application.
1-11
Chapter 1 - VoicePlus Overview
Audio Only Conferences
The MGC Manager provides various methods to set up and schedule
conferences.Each method is represented in the MCU tree by a name and an
icon.
After the scheduling method is determined, you must select a conference
type, and determine how the participants connect to the conference:.
Participants can connect to the conference by an accessing method such as
Entry Queue, conference IVR Queue, or directly and by th e conferencing
service level, i.e. operator attended or unattended conferencing.
When user’s move from one conference to another, they maintain the
resources as allocated to them. A VTX 1000 user who moves from a VTX
enabled conference to a VTX disabled conference is able to move back to the
VTX enabled conference and maintain the wide band connection as initially
allocated.
Reservation Templates
A Reservation template contains a partial or complete definition of a single
conference. It is used to run a series of conferences that use the same
parameters, such as participants, transmission rate and phone connections.
You can use a Reservation template to schedule a conference to start
immediately (On Going Conference), or to start au tomati cally a t a predefined
date and time (Reservation).
For information on defining a reservation template, see the MGC Manager
User’s Guide Volume II, Chapter 7.
Default Reservation Templates
Five default Reservation templates are installed with the MGC Manager:
•Default-Audio: is the only Reservation template designed for Audio
Only conferencing. It includes the default IVR Service.
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MGC Manager User’s Guide - VoicePlus Edition
When you first start the MGC Manager application, the Reservations in
Database window automatically opens listing the Default group in the Root
tree.
Figure 1-1: Reservations in Database Window
You can push or drag the Main window sizing handle to resize the window and
display the Reservations in Database window beside or beneath the Main
window.
The MGC Manager automatically displays the Reservations in Database
window when starting the MGC Manager application every time the
application opens, unless you close Reservations Database window. If you
close it, it will not automatically reopen unless you manually open it and
leave it open. You can access the Reservations Database window by clicking
Reservations in AccordDB from the Window menu.
Using the default Reservation templates, you can schedule a conference to
start immediately (On Going Conference), or to start automatically at a
predefined date and time (Reservation).
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Chapter 1 - VoicePlus Overview
To start an On Going Conference from a default Reservation template:
1.Display the Reservations Database window.
a.If the Reservations Database window is closed, open it. For a
detailed description of the Reservations Database window, see the
MGC Manager User’s Guide, Volume I, Chapter 3, “Default
Reservation Templates”.
1-14
b.If the Reservations in Database window is hidden behind other
windows, display it on top of the MGC M anager Main window: On
the Window menu, click Reservations in <database name>.
2.Expand the Default templates tree until you locate the desired
Reservation template.
MGC Manager User’s Guide - VoicePlus Edition
3.T o start an On Going Audio Only Conference, right-click the icon of the
Default-Audio template and then click Start Immediately.
— If you are connected to more than one MCU, an arrow appears next
to Start Immediately option. Click the arrow to display the list of
MCUs and then click the name of the MCU to use for running the
conference.
4.Alternatively, click Start to schedule a conference to start now, while
modifying its properties (such as name, durati on or passwords) or to
schedule the conference to start later (Reservations).
The conference is started and is added to the On Going Conference list.
If you have scheduled the conference to start later, it will appear in the
Reservations list.
If the MCU does not have enough resources to run the conference, an
appropriate error message is displayed.
1-15
Chapter 1 - VoicePlus Overview
Connecting to an On Going Conference
You can add dial-out participants to the conference either by selecting the
participants from the Participant database, from a User Template file or by
defining them directly during the On Going Conference. For a discussion on
adding participants directly to the conference, see Chapter 4, “Adding New
Participants to a Conference” on page 4-22.
Dial-in participants can connect directly to the conference using its dial-in
number (PSTN/ISDN/T1-CAS participants) dialing string composed of the IP
Network Service Prefix and conference Numeric ID (H.323 participant) or the
conference URI (SIP participant).
Undefined participants connect to a conference by using the conference dialin number (ISDN/T1-CAS/PSTN), dialing string (H.323) or SIP URI (SIP).
The ISDN/T1-CAS dial-in number, the H.323 Network Service Prefix and
conference numeric ID are displayed in the Status pane of the MGC Manager
main window.
To view the list of On Going Conferences and their dial-in numbers:
•Expand the MCU tree, and then click the On Going Conferences icon.
The list of On Going Conferences with their H.323 Network Service
Prefixes, Numeric IDs and dial-in numbers are displayed in the Status
pane.
1-16
ISDN/T1-CAS/PSTN
For a description of the Status and Monitor pane columns, see MGC
Manager User’s Guide, Volume I, Chapter 5.
Undefined Dial-in ISDN Participants
Undefined ISDN participants dial-in to a conference di rectly using the dial -in
number provided by the conference organizer or the MGC Manager operator.
If necessary, add the country code and area code.
MGC Manager User’s Guide - VoicePlus Edition
Undefined Dial-in H.323 Participants
Undefined participants connect to the conference by en tering the IP Network
Service Prefix and the Entry Queue conference Numeric ID or name in the
following format: [IP Network Service Prefix][Numeric ID/Name].
For conferences defined as Meet Me per Conference or Meeting Rooms, the
Network Service prefix is displayed in the Status pane of the MGC Manager.
Dial-in SIP Participants
SIP participants can connect directly to a conference by entering the
conference URI in the format: name@domain name
The SIP address is displayed in the Network Service Properties di alogue bo x,
DNS Settings tab, Local Domain Name field.
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Chapter 1 - VoicePlus Overview
1-18
Defining Standard Audio Only
Conferences and Reservations
About Conferences
The MGC unit enables you to run different types of conferences, use different
scheduling methods and provide different methods of connectin g to the
conference.
Conference Scheduling Methods
The MCU system supports both scheduled and on-demand conferences.
Scheduled conferences are arranged ahead of time or just before the
conference starts. On demand conferencing enables participants to
immediately start and connect to an On Going Conference from their
endpoint, with no advanced scheduling.
2
Scheduled Conferences
Scheduled conferences are arranged ahead of time or just before the
conference starts. The schedu ling can be done by means of the MGC
Manager application, by using the browser based WebCommander
application or by means of Microsoft Outlook using the MGC Personal
Scheduler Add-On. These confer ences are deleted from the MCU when they
end.
On Demand Conferencing
The MGC environment offers two methods for on demand conferencing:
•Ad Hoc Conferencing
•Meeting Rooms
2-1
Chapter 2 - Defining Standard Audio Only Conferences and Reservations
In Ad Hoc conferencing, participants connect to an Ad Hoc-enabled Entry
Queue. Meeting Rooms are conferences that have no allocated resources on
the MCU or a starting date and time. They are created once but remain on the
MCU in Passive mode and can be activated as many times as required. When
the conference ends, the conference reverts to the passive Meeting Room
mode until the next activation. It remains in the MCU memory
(configuration) and in the Meeting Rooms list. For a detailed description of
Ad Hoc Conferencing, see, MGC Manager User's Guide, Volume II, Chapter
3, “Ad Hoc Conferencing and External Database Authentication”.
The Meeting Room is activated when the first participant connects to it. The
conference connection information is given to all other participants by the
Meeting Room owner. The Meeting Room is terminated when the last
participant disconnects from the conference or when the chairperson leaves
the conference, depending on the conference settings. However, Meeting
Rooms can be manually terminated at any time by the MGC Manager
operator, or by the conference chairperson via the WebCommander or by
using the appropriate DTMF code.
On Going Conferences
An On Going Conference is a conference that has already started. An On
Going Conference is created to start immediately or was pre-set previously
and the scheduled time to start has arrived.
Reservations
Reservations are conferences scheduled to start at some time in the future.
Reservations are defined using the same parameters a s On Going Conferences
with the addition of the conference start date and time.
When defining a Reservation, you can also schedule a recurrent conference.
Each occurrence is deleted from the MCU when it ends.
Attended and Unattended Conferences
Audio Only conferences can be managed by an Operator who takes an active
part in the conference, or they can run unattended while the participants
manage the conference themselves with the meeting organizer who optionally
has additional privileges.
All conferences can be set as Unattended or Attended mode. All conferences
are set as Unattended unless the Attended mode is selected in the IVR
Service or Entry Queue Service when selecting the On Hold for Operator
2-2
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