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DOC2223A
User Manual
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Polycom DOC2223A User Manual

Microsoft–Polycom
Integrated Solution
User’s Guide
Copyright © 2005 Polycom, Inc. All Rights Res erved
Catalog No. DOC2223A Version 1.0
Proprietary and Confidential
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 correc ti ons to the information containe d in this document may be inc orporated into future issu es.

Table of Contents

Microsoft—Polycom Meeting Scenarios . . . . . . . . .1-1
Point-to-Point Meeting ........................................................................... 1-2
Multipoint Conferencing Scenarios .....................................................1-3
Meet Me—Starting an Ongoing Video Conference from Windows
Messenger and Office Communicator .........................................1-3
Single Dial Entry Queue ................................................................1-8
Ad-hoc Entry Queue and Conference Creation ....................... 1-12
Dial-out to Conference Participants ...........................................1-13
Escalating Windows Messenger or Office Communicator IM
Multiparty Session to an Audio/Video Conference ................1-15
Office Communicator New Multipoint Conferencing Scenarios Based
on SIP-CX Protocol ...............................................................................1-22
Starting a New Conference Directly from within Office
Communicator ..............................................................................1-22
An Office Communicator User Invites another Office
Communicator Contact to the Conference ................................ 1-25
An Office Communicator User Joins an Existing Conference 1-27 An Office Communicator User Dials out to another Office
Communicator User ..................................................................... 1-29
Adding Audio/Video to an Office Communicator Multiparty IM
Session ............................................................................................ 1-31
Scheduling a Meeting—Office Communicator–Outlook
Integration ......................................................................................1-34
Starting a Data Sharing Session .......................................................... 1-36
Conference Control via Office Communicator SIP-CX Protocol ... 1-39
Appendix A: Multipoint Conferencing Settings . . A-1
Enabling Office Communicator Conferencing Features ..................A-2
Enabling Direct Conferencing from within Office Communicator
in Windows .....................................................................................A-2
Enabling video calls with Office Communicator ......................A-6
Enabling data sharing with Office Communicator ...................A-7
Bandwidth Allocation Modification ........................................... A-8
Modifying Windows Hosts List to Include the LCS .......................A-10
Polycom-Microsoft User’s Guide
1
Signing-in Windows Messenger and Office Communicator Clients to
the Live Communications Server ...................................................... A-12
Office Communicator Configuration ....................................... A-12
Windows Messenger Configuration ......................................... A-15
Defining the Conferencing Properties in your Office Communicator
................................................................................................................. A-17
Adding a Meeting Room or an Entry Queue to the Buddy List
......................................................................................................... A-19
Adding Endpoints to Office Communicator and Windows
Messenger Buddy Lists ............................................................... A-23
2

Microsoft—Polycom Meeting Scenarios

Microsoft–Polycom integrated solution offers high quality point-to-point and multipoint voice, and video conferencing calls (in any combination) across communication devices, applications and services. This solution empowers users to connect and share information in real-time regardless of type of call. Polycom enhances Microsoft’s environment by:
• enabling Polycom endpoints (VSX and PVX) to be added to Office Communicator and Windows Messenger buddy list
• bridging between Microsoft SIP-only environment and legacy ISDN, PSTN and H.323 endpoints
• displaying the user/endpoint presence in the buddy list
• starting a point-to-point or multipoint meeting directly from Polycom endpoints, Office Communicator and Windows Messenger.
In the Microsoft—Polycom environment, two arrays of meeting scenarios are available; Those intended for Windows Messenger and Office Communicator that do not leverage and are not based on SIP-CX conferencing and those intended for Office Communicator and are based on SIP-CX conferencing.
Windows Messenger and Office Communicator scenarios that do not leverage and are not base on SIP-CX conferencing
The Meeting Rooms and/or Entry Queues defined in Polycom MGC Manager application and LCS 2005 are used in the Windows Messenger and Office Communicator to initiate multipoint video conferences. This chapter details the various multipoint conferencing scenarios and how to start an ongoing video conference from your Windows Messenger or Office Communicator. The following meeting scenarios are explained:
• Multipoint Meet-Me
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Microsoft—Polycom Meeting Scenarios
• “Single dial” Entry Queue (Office Communicator users only)
• Multipoint Ad-hoc conferencing
• Reservation-based dial-out
• Extending an ongoing Windows Messenger or Office Communicator multipoint session into a multipoint audio and video conference.
Office Communicator scenarios that are based on SIP-CX conferencing:
With SIP-CX component you can start or join a meeting and you can control and monitor the ongoing meeting that are based on directly from within Office Communicator. Additional conferencing scenarios are available with Office Communicator SIP-CX component:
• Starting a New Conference directly from within Office Communicator
• An Office Communicator user invites another Office Communicator user to the Conference
• An Office Communicator user dials out to another office communicator user media device
• Adding Audio/Video to an Office Communicator multiparty IM session from the Conversation window using the Conferencing button
• Scheduling a Meeting—Office Communicator–Outlook integration
Appendix A details step-by-step procedures required to enable multipoint audio and video conferencing from Office Communicator and Windows Messenger.

Point-to-Point Meeting

Polycom PVX and VSX high quality video endpoints are LCS 2005 compatible; they can register with the LCS 2005 and can be added to Windows Messenger and Office Communicator buddy lists, displaying their presence status. This enables you to start a point-to-point video conference from your buddy list (in this scenario, the MGC unit is not required).
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Polycom-Microsoft User’s Guide

Multipoint Conferencing Scenarios

This section describes the various multipoint conferencing scenarios available with Microsoft Windows Messenger or Office Communicator and Polycom endpoints and MGC unit.

Meet Me—Starting an Ongoing Video Conference from Windows Messenger and Office Communicator

The Meeting Room that was added to the buddy list of Office Communicator or Windows Messenger can be used to start a multipoint video conference. You select it from the buddy list. PVX, VSX and legacy endpoints can all dial the Meeting Room number (ISDN)/alias (H.323)/ SIP URI to join the running conference.
To start a video conference using the Meeting Room in Windows Messenger:
1 In the Windows Messenger buddy list, right-click the Meeting Room
name, and then click Start a Video Conversation.
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Microsoft—Polycom Meeting Scenarios
The video is displayed in the Windows Messenger window.
Since Windows Messenger does not support DTMF codes, conference password as a security measure cannot be implemented, and the video layout cannot be changed via Click&View (a feature of using Polycom endpoints and the MGC MCU).
The Meeting Room is activated, and you are added to the Meeting Room as the first participant.
The video layout displayed in the Windows Messenger window depends on the Meeting Room video settings.
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Polycom-Microsoft User’s Guide
To start a video conference using the Meeting Room in Office Communicator:
1 In Office Communicator buddy list, select the Meeting Room (for
example, MR01) and then click Call.
The Conversation window opens.
2 Click the Start a video conversation icon to activate and join the
conference.
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Microsoft—Polycom Meeting Scenarios
The Meeting Room is activated, and you are added to the Meeting Room as the first participant.
If a conference password is implemented as a security measure, you must enter the appropriate conference password to enter the conference using the Office Communicator keypad selected from the Audio Controls pane.
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The video layout displayed in the Office Communicator window depends on the Meeting Room video settings.
The conference video layout can be changed via Click&View (a feature of using Polycom endpoints and the MGC MCU) using the appropriate DTMF code.
Joining the Ongoing Conference
Other Windows Messenger or Office Communicator users can join the conference by selecting the same Meeting Room from the Contact/Buddy list (provided the Meeting Room was added to their contact/buddy list).
Other, non-Windows Messenger or Office Communicator users can join the conference. Participants using an ISDN connection dial the conference dial-in number as allocated to the Meeting Room when it was created.
Polycom-Microsoft User’s Guide
When using Office Communicator that supports the use of DTMF codes, a conference password can be implemented as a security measure. Office Communicator users joining the conference enter the conference password using the keypad from the Audio Controls pane. In addition, the conference video layout can be changed via Click&View (a feature of using Polycom endpoints and the MGC MCU).
Participants using an H.323 connection dial a string composed of the IP Network Service Prefix and the conference numeric ID. For example, if the IP Network Service Prefix is 34 and the conference Numeric ID is 2879, H.323 participants will dial 342879 to connect to the conference.
MGC Manager Monitoring
The active Meeting Room is displayed in the MGC Manager, in the On Going Conferences list.
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Microsoft—Polycom Meeting Scenarios

Single Dial Entry Queue

An Entry Queue is used as a special routing lobby to all Meeting Rooms and conferences, enabling one dial-in number to be used for joining all conferences. Participants are routed to the destination conference by
entering the conference ID using DTMF codes.
This scenario is su pported only with O ffice Communic ator. Wi ndows Mes senger does not support DTMF codes.
In this mode, only one or a few Entry Queues are defined and added to the Office Communicator contacts list, which keeps the list small and easy to manage, while with Meeting Rooms, it requires each Meeting Room to
be defined and added to the contacts list resulting in a long list.
The Entry Queue is created and added to the buddy list of Office Communicator. The target conferences (Meeting Rooms) are also created in the MGC Manager application. This is the recommended meeting scenario.
To start a video conference using the Meeting Room in Office Communicator:
1 In Office Communicator, in the buddy list, select the Entry Queue
and then click Call or double-click the Entry Queue entry.
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The Conversation window opens.
2 Click the Start a video conversation icon to activate and join the
conference.
3 Once connected to the Entry Queue the IVR system prompts you for
the target conference ID. Click the keypad icon in the Office Communicator Audio Controls pane.
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Microsoft—Polycom Meeting Scenarios
4 On the keypad, enter the target conference ID followed by the pound
(#) key.
You are moved to the conference.
Joining the Ongoing Conference
Other Office Communicator users can join the conference by connecting to the Entry Queue and entering the target conference ID as described in steps 1-4.
Other, non-Office Communicator users can join the conference via the Entry Queue. Participants using ISDN connection dial the Entry Queue dial-in number.
Participants using H.323 connection dial a string composed of the IP Network Service Prefix and the Entry Queue numeric ID.
Once connected to the Entry Queue they are routed to their target conference according to the conference ID they enter using DTMF codes.
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Polycom-Microsoft User’s Guide
MGC Manager Monitoring
The active Entry Queue and Meeting Room are displayed in the MGC Manager, in the On Going Conferences list.
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Microsoft—Polycom Meeting Scenarios
Ad-hoc Entry Queue and Conference Creation
This procedure is similar to the Single Dial Entry Queue procedure, with the exception that the Meeting Room is not defined in the MGC Manager in advance and the ongoing conference is created on-the-fly.
In addition, the Entry Queue must be set as Ad-hoc, and the conference Profile must be assigned to it.
When the user enters the target conference ID, the MCU checks for an ongoing conference with this ID. If such a conference does not exist, a new conference is created using the parameters defined in the conference Profile. The conference ID sent by the user (using DTMF codes) is
assigned to the new conference.
This scenario is supported only with Office Communicator and is the recommended scenario for Office Communicator users as no Meeting Rooms have to be defined in advance and stored in the MCU memory. This scenario is not supported with Windows Messenger as it does not support DTMF codes.
For a detailed description of Ad-hoc conferencing and External database Authentication, see Chapter 4.
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Dial-out to Conference Participants

In this scenario, a video conference is scheduled on a Polycom MCU and it includes predefined participants; Office Communicator, Windows Messenger and other SIP and non-SIP users.
At the scheduled time the conference is activated and the MCU automatically dials out to the predefined participants and connects them to the conference.
Once dial out is attempted by the MCU, the INVITE request will be routed to each participant's UA assuming participant's UA is registered with the LCS at that time.
For a detailed description of the conference definition, see the MGC Manager User’s Guide, Volume I, Chapter 4.
To define a SIP participant:
1 In the Conference or Reservation Properties dialog box, click the
Participants tab.
2 In the Participants tab, click the New button to define a new
participant.
The Participant Properties - Identification dialog box opens.
Polycom-Microsoft User’s Guide
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Microsoft—Polycom Meeting Scenarios
3 Define the following parameters:
a Name—Enter the participant name.
b Connection Type—Select Dial-Out.
c Interface Type—Select SIP.
d SIP Address—Enter the participant address in the format [user
name]@[domain]. Do not use spaces or special characters such as commas, quotation marks, inverted tags and so forth either in the user name or in the domain part.
e Address Type—Select SIP URI.
f Click OK to close the dialog box and return to the conference
Properties dialog box.
4 Complete the conference definition and click OK.
Joining the Conference
Once the conference is activated, the MCU calls the defined participants. Office Communicator and Windows Messenger users must accept the invitation sent from the video conference to join the conference ("conf4" shown in the example below, is the name of the conference running on the MCU).
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Polycom-Microsoft User’s Guide
Escalating Windows Messenger or Office Communicator IM Multiparty Session to an Audio/Video Conference
When you invite several buddies to a Windows Messenger or Office Communicator IM session, you can add audio and video to the conference after it has started (provided that the other participants have video capabilities). These can be done in one of the following methods:
• Defining an Ad-hoc Entry Queue (see Chapter 2, “Procedure 8—
Defining Additional Conferencing Components in the MGC Environment” on page 2-27) and registering this Entry Queue with the LCS so it will appear in the buddy list (see Chapter 1, “Multipoint Conferencing Scenarios” on page 1-3).
• Using Office Communicator native conferencing capabilities; using
the new conference icon (no need to add the MGC Entry Queue to the Contacts list).
Windows Messenger
To add Audio and Video to a Windows Messenger session:
1 Start a Windows Messenger session by inviting the required buddies
from the list.
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Microsoft—Polycom Meeting Scenarios
2 Add a new buddy to the conference, selecting the Ad-hoc Entry
Queue from the buddy list.
A new conference is created and is automatically assigned an identification number (for example, 6741). An invitation to join the video conference is sent from the MCU (conference 6741) to all the IM session participants.
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3 Participants must accept the invitation to join the video conference.
Polycom-Microsoft User’s Guide
4 Once the invitation is accepted and the participant joins the
conference, the video is displayed in Windows Messenger window according to the selected conference layout.
The ongoing video conference is also added to the list of On Going Conferences in the MGC Manager application.
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