Polycom® RMX®
1500/2000/4000
Getting Started Guide
Version
7.0.2
| December 2010 | DOC2560C
Trademark Information
Polycom®, the Polycom “Triangles” logo, 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 is protected by one or more U.S. and foreign patents and/or pending
patent applications held by Polycom, Inc.
© 2010 Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
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.
Regulatory Notices
United States Federal Communication
Commission (FCC)
Part 15: Class A Statement. This equipment has
been tested and found to comply with the limits for a
Class A digital device, pursuant to Part 15 of the FCC
Rules. Test limits are designed to provide reasonable
protection against harmful interference when the
equipment is operated in a commercial environment.
This equipment generates, uses and can radiate
radio-frequency energy and, if not installed and used
in accordance with the instruction manuals, may
cause harmful interference to radio communications.
Operation of this equipment in a residential area is
likely to cause harmful interference, in which case the
user will be required to correct the interference at his
or her own expense.
Part 68: Network Registration Number. This
equipment is registered with the FCC in accordance
with Part 68 of the FCC Rules. This equipment is
identified by the FCC registration number.
If requested, the FCC registration Number and REN
must be provided to the telephone company.
Any repairs to this equipment must be carried out by
Polycom Inc. or our designated agent. This
stipulation is required by the FCC and applies during
and after the warranty period.
United States Safety Construction Details:
• All connections are indoor only.
• Unit is intended for RESTRICTED ACCESS
LOCATION.
• Unit is to be installed in accordance with the
National Electrical Code.
• The branch circuit overcurrent protection shall
be rated 20 A for the AC system.
• This equipment has a maximum operating
ambient of 40°C, the ambient temperature in
the rack shall not exceed this temperature.
To eliminate the risk of battery explosion, the battery
should not be replaced by an incorrect type.
Dispose of used batteries according to their
instructions.
CE Mark R&TTE Directive
Polycom Inc., declares that the Polycom RMX™
2000 is in conformity with the following relevant
harmonized standards:
EN 60950-1:2001
EN 55022: 1998+A1:2000+A2:2003 class A
EN 300 386 V1.3.3: 2005
Following the provisions of the Council Directive
1999/CE on radio and telecommunication terminal
equipment and the recognition of its conformity.
Canadian Department of Communications
This Class [A] digital apparatus complies with
Canadian ICES-003.
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 causes to request
the user to disconnect the equipment.
Users should ensure for their own protection that the
electrical ground connections of the power utility,
telephone lines and internal metallic water pipe
system, if present, are connected together. 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.
Regulatory Notices
Chinese Communication Certificate
Singapore Certificate
RMX 2000 complies with IDA standards G0916-07
Polycom RMX 1500/2000/4000 Getting Started Guide
Table of Contents
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
RMX 1500/2000/4000 ............................................................................ 1-1
RMX Main Features ............................................................................... 1-4
Conferencing Modes ...................................................................... 1-4
Dynamic Continuous Presence ............................................ 1-4
Video Switching ...................................................................... 1-6
Operator Conference .............................................................. 1-7
Video Resolutions ........................................................................... 1-7
Resolution Configuration for CP .......................................... 1-7
Video Switching ...................................................................... 1-7
H.239 / People+Content ................................................................ 1-8
Video Clarity™ ............................................................................... 1-8
IVR-Enabled Conferencing ........................................................... 1-8
PCM .................................................................................................. 1-9
Entry Queue .................................................................................... 1-9
Conferencing Capabilities and Options .................................... 1-10
On Demand Conferencing .................................................. 1-10
Permanent Conference ......................................................... 1-10
Scheduled Conferencing / Reservations .......................... 1-10
Polycom Conferencing for Microsoft Outlook® .............. 1-10
Connection Methods ............................................................ 1-10
Cascading Conferences ........................................................ 1-11
Gateway ................................................................................. 1-11
Security ................................................................................... 1-11
Conference Management and Monitoring Features ............... 1-12
Card Configuration Modes ................................................................. 1-13
Workstation Requirements ................................................................. 1-14
Windows 7™ Security Settings .................................................. 1-15
Internet Explorer 8 Configuration .............................................. 1-17
Prerequisites .......................................................................................... 1-21
First Time Installation and Configuration . . . . . . . . . . . 2-1
Preparations ............................................................................................ 2-2
Gather Network Equipment and Address Information ........... 2-2
i
Table of Contents
IP Services ................................................................................ 2-2
Management Network ........................................................... 2-2
Default IP Service (Conferencing Service) .......................... 2-2
IP Network Services Required Information ....................... 2-3
ISDN/PSTN Services ............................................................. 2-4
Unpacking the RMX ....................................................................... 2-5
Unpacking the RMX 1500 ...................................................... 2-5
Unpacking the RMX 2000 ...................................................... 2-5
Unpacking the RMX 4000 ...................................................... 2-6
Modifying the Factory Default Management Network Settings
on the USB Key ............................................................................... 2-8
Hardware Installation and Setup ......................................................... 2-9
Installing the RMX 1500 ................................................................. 2-9
Mounting the RMX 1500 in a Rack ...................................... 2-9
Connecting Cables to the RMX 1500 .................................. 2-11
Installing the RMX 2000 ............................................................... 2-12
Mounting the RMX 2000 in a Rack .................................... 2-12
Connecting Cables to the RMX 2000 .................................. 2-13
Installing the RMX 4000 ............................................................... 2-14
Mounting the RMX 4000 in a Rack .................................... 2-14
Connecting the RMX 4000 to the Power Sources ............. 2-15
Connecting Cables to the RMX 4000 .................................. 2-17
First Entry Power-up and Configuration .......................................... 2-18
Procedure 1: First-time Power-up .............................................. 2-18
Procedure 2: Product Registration ............................................. 2-19
Obtaining the Activation Key ............................................. 2-19
Procedure 3: Connection to MCU .............................................. 2-20
Procedure 4: Modifying the Default IP Service and ISDN/
PSTN Network Service Settings ................................................. 2-21
Fast Configuration Wizard ................................................. 2-22
User Definition .............................................................................. 2-40
Selecting the RMX Web Client Languages ............................... 2-40
RMX’s Default Conferencing Settings ............................................... 2-41
Customizing the RMX’s Default Conferencing Settings ........ 2-44
Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Starting the RMX Web Client ............................................................... 3-1
RMX 2000 Web Client Screen Components ........................................ 3-3
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Polycom RMX 1500/2000/4000 Getting Started Guide
Viewing and System Functionality Permissions ............... 3-4
Conferences List .............................................................................. 3-5
List Pane ........................................................................................... 3-6
RMX Management ......................................................................... 3-6
Status Bar ......................................................................................... 3-6
System Alerts .......................................................................... 3-7
Participant Alerts .................................................................... 3-7
Port Usage Gauges ................................................................. 3-7
MCU State ................................................................................ 3-8
Address Book .................................................................................. 3-9
Displaying and Hiding the Address Book ........................ 3-10
Conference Templates ................................................................. 3-10
Displaying and Hiding Conference Templates ................ 3-10
Customizing the Main Screen ..................................................... 3-11
Customizing the RMX Management Pane ........................ 3-12
Starting a Conference ........................................................................... 3-14
Starting a Conference from the Conferences Pane .................. 3-15
General Tab ........................................................................... 3-16
Participants Tab ................................................................... 3-21
Information Tab .................................................................... 3-25
Starting a Reservation .................................................................. 3-27
Starting an Ongoing Conference From a Template ................. 3-29
Starting a Video Meeting from a Microsoft Outlook Polycom
Meeting Invitation ........................................................................ 3-31
Connecting to a Conference ................................................................ 3-32
Direct Dial-in ................................................................................. 3-32
H.323 Participants ................................................................. 3-33
SIP Participants ..................................................................... 3-33
ISDN/PSTN Participants .................................................... 3-33
Connecting to a Polycom Conference from an Outlook
Meeting Invitation ................................................................ 3-34
Entry Queue Access ..................................................................... 3-35
H.323 Participants ................................................................. 3-35
SIP Participants ..................................................................... 3-36
ISDN and PSTN Participants .............................................. 3-36
Dial-out Participants .................................................................... 3-37
Automatic Dial Out .............................................................. 3-37
iii
Table of Contents
Gathering Phase ............................................................................ 3-37
Gathering Phase Guidelines ............................................... 3-39
Text Indication in the Video Layout .................................................. 3-41
Endpoint Names ................................................................... 3-41
Text Indication ...................................................................... 3-44
Transparent Endpoint Names ............................................ 3-45
Permanent Display of Endpoint Names ........................... 3-45
Closed Caption ..................................................................... 3-45
Message Overlay .................................................................. 3-46
Monitoring Ongoing Conferences ..................................................... 3-47
General Monitoring ...................................................................... 3-47
Multi Selection ...................................................................... 3-48
Using the Chairperson Password for Filtering ................ 3-49
Conference Level Monitoring ..................................................... 3-49
Roll Call/Audible Tones During an Ongoing
Conference ............................................................................. 3-52
Audio Only Message ............................................................ 3-53
Secured Conference Monitoring ........................................ 3-53
Monitoring Ongoing Gateway Sessions ........................... 3-54
Participant Level Monitoring ...................................................... 3-54
Participant Connection Monitoring ................................... 3-54
Video Preview ....................................................................... 3-58
Operations Performed During On Going Conferences .................. 3-60
Conference Level operations ...................................................... 3-60
Changing the Duration of a Conference ........................... 3-60
Adding Participants from the Address Book ................... 3-61
Moving Participants ............................................................. 3-62
Saving an Ongoing Conference as a Template ................ 3-64
Copy and Paste Conference ................................................ 3-64
Copy Conference .................................................................. 3-64
Paste Conference ................................................................... 3-65
Paste Conference As ............................................................. 3-66
Changing the Video Layout of a Conference ................... 3-67
Video Forcing ........................................................................ 3-69
Enabling and Disabling Video Clarity™ .......................... 3-71
Participant Level Operations ...................................................... 3-72
Copy Cut and Paste Participant ......................................... 3-75
Copy Participant ................................................................... 3-75
iv
Polycom RMX 1500/2000/4000 Getting Started Guide
Cut Participant ...................................................................... 3-76
Paste Participant ................................................................... 3-77
Paste Participant As ............................................................. 3-78
Personal Layout Control with the RMX Web Client ....... 3-79
Personal Layout Selection with Click&View .................... 3-81
Conference Control Using DTMF Codes .................................. 3-83
Requesting Help ................................................................... 3-85
Personal Conference Manager (PCM) ............................................... 3-86
Guidelines ...................................................................................... 3-86
PCM Interface ............................................................................... 3-88
Initiating PCM ....................................................................... 3-88
Remote Control Device Keys ...................................................... 3-90
Menu Navigation - Arrow and Zoom Keys ..................... 3-90
PCM Main Menu - Level 1 .......................................................... 3-93
Click&View ........................................................................... 3-93
Invite Participant .................................................................. 3-93
Participants Mute/Status .................................................... 3-95
Camera Control ..................................................................... 3-98
Video Force ............................................................................ 3-99
Recording ............................................................................. 3-100
PCM Main Menu - Level 2 ........................................................ 3-102
Drop Participant ................................................................. 3-102
Terminate Conference ........................................................ 3-103
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
v
Table of Contents
vi
System Overview
This Getting Started Guide provides information on the installation and
basic operation of your RMX system.
Chairpersons and Operators (users who start and manage conferences for
other users) please read:
• Chapter 1 – System Overview
• Chapter 3 – Basic Operation
System Administrators please read:
• Chapter 1 – System Overview
• Chapter 2 – First Time Installation and Configuration
• Chapter 3 – Basic Operation
For more information on configuring and managing the system, refer to
the RMX 1500/2000/4000 Administrator’s Guide included with the system.
Unless specified differently, all screen captures, Diagrams and Figures
included in this guide apply to RMX 1500, RMX 2000 and RMX 4000.
1
RMX 1500/2000/4000
The Polycom RMX 1500/2000/4000 Multipoint Control Unit (MCU) is a
high performance, scalable, IP-network (H.323 and SIP) and ISDN/
PSTN solution that provides the user with feature-rich and easy-to-use
multipoint voice and video conferencing.
The RMX MCU meets International Telecommunication Union Telecommunication Standardization Sector, (ITU-T, formerly CCITT)
standards for multipoint multimedia bridging devices, and meets ETSI
standards for telecommunication products.
1-1
Chapter 1-System Overview
PSTN Phones
RMX Web Client
PCIP Phone
Endpoints
E1/T1 PRI Lines
RMX 1500/2000/4000
ISDN Endpoints
LAN
The RMX unit has, in addition, been designed in compliance with IETF
(Internet Engineering Task Force) – a large open international community
of network designers, operators, vendors, and researchers concerned with
the evolution of the Internet architecture and the smooth operation of the
Internet.
Figure 1-1 Multipoint Video Conferencing using a Polycom RMX 1500/2000/4000
1-2
Polycom RMX 1500/2000/4000 Getting Started Guide
R
The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN,
by the RMX Web Client application, using Internet Explorer installed on
the user’s workstation or the RMX Manager application. The RMX
Manager can control several RMX units (RMX 1500, RMX 2000 and
RMX 4000). For more information about the RMX Manager, see "RMX
Manager Application” on page 17-1.
In the RMX 1500/2000, RMX management and IP conferencing are
performed via a single LAN port. The networks can be separated in
Enhanced Security Environments such as the DoD environment.
In the RMX 4000, RMX management and IP conferencing are performed
via two different LAN ports. The networks can be separated in the
Enhanced Security Environment.
The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines.
On the RMX 2000/4000 a maximum of two RTM ISDN cards are
supported, each providing connection for up to either 7 E1 or 9 T1 PRI
lines.
On RMX 1500/2000/4000, E1 and T1 connections cannot be used
simultaneously.
1-3
Chapter 1-System Overview
RMX Main Features
Conferencing Modes
Dynamic Continuous Presence
The dynamic Continuous Presence (CP) capability of the RMX system
enables viewing flexibility by offering multiple viewing options and
window layouts for video conferencing. By default every conference,
Entry Queue and Meeting Room has the ability to declare the maximum
CP resolution as defined for the system. This includes conferences
launched by the RMX Web Client and conferences started via the API.
CP mode conferencing is defined by:
• Conference profile settings:
— Conference Line Rate.
— Video Quality selection – Motion or Sharpness.
• Endpoint Capabilities – Participants can connect at differing line rates
using endpoints with differing capabilities.
Video Layouts in CP
Thirty-five layouts are available to accommodate different numbers of
participants and conference settings. The VUI annex to the H.264 protocol
for endpoints that transmit wide video format instead of 4CIF resolution
is also supported.
1-4
Table 1-1 Continuous Presence – Video Layouts
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 1-1 Continuous Presence – Video Layouts (Continued)
Telepresence Mode
TPX (Telepresence) and RPX (Realpresence) room systems are configured
with high definition cameras and displays that are set up to ensure that all
participants share a sense of being in the same room.
The RMX enables Telepresence Rooms to connect to conferences where
point-to-point connections cannot be used.
1-5
Chapter 1-System Overview
Additional video layouts have been created to give Telepresence operators
more video layout options when configuring TPX room systems. These
additional video layout options are available for selection when
Telepresence is selected in the conference profile.
Multiple Switching Modes
If the number of participants is higher than the number of video windows
in the selected layout, switching between video participants can be
performed in one of these modes:
• Voice activation
• RMX user forces participants to selected video window
• Lecture Mode - The lecturer is viewed in full screen by all conference
participants, while the audience is “time-switched” in the speaker’s
view
• Presentation Mode - When the speaker’s presentation extends beyond
a predefined time, he/she becomes the current lecturer and the
conference switches to Lecture Mode
Video Switching
In Video Switching (VSW) mode all participants see the same video
picture (full screen). Only one CIF video resource is used for each
connection.
VSW mode conferencing is defined by:
• Conference Line Rate setting in the conference profile
— All endpoints must connect to the conference at the same Line
Rate. Line rates range from 192kbps to 6Mb (8Mb with MPMx).
The RMX will always connect participants at the highest possible
video quality the is supported by the conference Line Rate.
• Endpoint capabilities
— Compliant endpoints can connect to conferences at resolutions of
up to 1920 x 1080 pixels (1080p).
The video quality for the conference is determined by the Highest Common
Mechanism and is based on the endpoint with the lowest capabilities that
is connected to the conference. The Highest Common Mechanism enables
the system to dynamically select the best video quality as endpoints
connect to and disconnect from the conference.
1-6
Operator Conference
In Continuous Presence mode, a special conference that enables the RMX
user, acting as an operator, to assist participants without disturbing
ongoing conferences and without being heard by other conference
participants. The operator can move a participant from an Entry Queue or
ongoing conference to a private, one-on-one conversation in the Operator
conference.
Video Resolutions
Resolution Configuration for CP
The Resolution Configuration dialog box enables the RMX administrator to
modify the video resolution decision matrix, effectively creating his/her
own decision matrix. The minimum threshold line rates at which
endpoints are connected at the various video resolutions can be optimized
by adjusting the resolution sliders.
For more information see the RMX 1500/2000/4000 Administrator’s Guide
"Resolution Configuration” on page 2-12.
Polycom RMX 1500/2000/4000 Getting Started Guide
Video Switching
In Video Switching (VSW) mode all participants see the same video
picture (full screen). Only one CIF video resource is used for each
connection.
VSW mode conferencing is defined by:
• Conference Profile settings:
— Line Rate – From 192kbps to 6Mb (8Mb with MPMx). All
participants must connect at the same line rate.
— Resolution – HD720 or HD1080.
• Endpoint capabilities:
— Participants connecting to VSW conferences must have HD or SD
capable endpoints. If not, they are connected as Secondary (Audio
Only participants).
• HD_THRESHOLD_BITRATE system flag – determines the minimum
line rate at which at which an HD channel will be opened.
1-7
Chapter 1-System Overview
H.239 / People+Content
The H.239 protocol allows compliant endpoints to share content. By
default, all Conferences, Entry Queues, and Meeting Rooms launched on the
RMX have H.239 capability. This protocol is also supported in MIH
Cascading conferences.
Conferences can include a mix of endpoints that support H.239 or
People+Content.
People+Content is Polycom’s proprietary equivalent of H.239.
Video Clarity™
The Video Clarity feature applies video enhancing algorithms to incoming
video streams of resolutions up to and including SD. Clearer images with
sharper edges and higher contrast are sent back to all endpoints at the
highest possible resolution supported by each endpoint.
All layouts, including 1x1, are supported.
Video Clarity can only be enabled for Continuous Presence conferences in
MPM+ and /MPMx Modes.
IVR-Enabled Conferencing
Interactive Voice Response (IVR) is a software module that automates the
connection process and lets participants perform various operations
during ongoing conferences. The participants use their endpoints’
keypads and remote control to interact with the conference’s menu-driven
scripts using DTMF codes.
Operations that can be performed by participants or chairpersons during
a conference include:
• Manually terminate the conference.
• Mute or unmute the participant’s audio channel.
• Adjust the participant’s broadcasting and listening audio volume.
•Play the Help menu.
• Mute or unmute undefined dial-in participants upon their connection
to the conference.
• Request a Roll Call and stop the Roll Call names review
1-8
PCM
Polycom RMX 1500/2000/4000 Getting Started Guide
• Secure and unsecure a conference.
• Request individual and conference assistance.
The Personal Conference Manager (PCM) interface enables the conference
chairperson to control various conference features using his/her
endpoint’s remote control device.
The following conference operations can be performed:
•Initiate Polycom’s Click&View™ application to change the local
screen layout.
• Invite a participant to connect to the conference.
• View and control the audio and video of each connected endpoint.
• Camera Control - control the camera of a remote endpoint using
(FECC).
• Control the camera of a connected endpoint.
• Video Force a specific participant to a specific window of the video
layout.
• Initiate and control recording of the conference.
• Disconnect a participant.
• Terminate the conference.
Entry Queue
An Entry Queue is a special routing lobby for video and audio
participants. After dialing the Entry Queue ID or dial-in number (ISDN/
PSTN), voice prompts from an IVR service are used to connect the
participants to the appropriate conference.
This service can also be used (if required) to verify the participant’s right
to start an Ad Hoc conference or to join an ongoing conference.
1-9
Chapter 1-System Overview
Conferencing Capabilities and Options
On Demand Conferencing
The following options are available to set up conferences:
• New Conference – set up once, use once.
The conference is deleted from the MCU after it ends.
• Meeting Rooms – set up once, use many times.
Meeting Rooms are saved in memory (using no resources) and can be
activated as many times as needed.
• Ad Hoc Entry Queue – no setup, a new conference can be created when
a user dials in and enters a conference ID that is not being used by an
existing conference or Meeting Room.
• Gateway calls – from IP endpoints to other participants, using the
direct dialing method, with up to 10 destination numbers contained
in a single dial string.
Permanent Conference
A Permanent Conference is an ongoing conference with no predetermined
End Time, continuing until it is terminated by an administrator, operator
or chairperson.
1-10
Scheduled Conferencing / Reservations
Reservations provide calendar-based scheduling of single or recurring
conferences. These conferences can be launched immediately or become
ongoing, at a specified time on a specified date.
Polycom Conferencing for Microsoft Outlook®
Polycom Conferencing for Microsoft Outlook is implemented by installing the
Polycom Conferencing Add-in for Microsoft Outlook on Microsoft Outlook
e-mail clients. It enables meetings to be scheduled with video endpoints
from within Outlook. The add-in also adds a Polycom Conference button in
the Meeting tab of the Microsoft Outlook e-mail client ribbon.
Connection Methods
IPv4, IPv6, ISDN and PSTN communication protocols are supported for
connection to the conference.
• Dial-out: automatically, to pre-defined participants (line rate
detection is automatic)
Polycom RMX 1500/2000/4000 Getting Started Guide
• Dial-in:
— for participants defined in advance (IP participants only)
— for undefined participants directly to a conference (IP and
ISDN/PSTN)
— for undefined participants via a single dial Entry Queue (IP and
ISDN/PSTN)
Cascading Conferences
• Simple Cascading of 2 MCUs and Star Topology.
• Multi Hierarchy Cascading (MIH).
Gateway
Using a special Gateway Profile, the RMX can be used as a gateway that
provides connectivity across different physical networks such as H.323,
SIP, ISDN and PSTN. The Gateway also provides connectivity between
the ISDN/PSTN endpoints and the DMA.
Security
• Media Encryption, available at conference and participant levels,
based on AES 128 Media Encryption and DH 1024 Key Exchange
standards.
• Secured Communication Mode (SSL/TLS).
• Secured conferences via DTMF codes and limited monitoring of
secured conferences.
•Auditor to analyze configuration changes and unusual or malicious
activities in the RMX system.
• Network security can be enhanced by separation of the Signaling and
Management Networks.
• RMX Users can be disabled by the administrator, or automatically
when inactive. Disabled Users can be enabled by the administrator.
• Enhanced Security Environment can be implemented.
In such an environment, the following attributes are implemented:
— Password management:
• Strong Passwords and password re-use / history rules,
• password aging rules, password change frequency and
forcing password change
• Conference and Chairman Passwords
1-11
Chapter 1-System Overview
• Locking out Users
• Displaying the User Login record
— Controlling the User Sessions includes:
• Limiting the maximum number of concurrent user sessions
• Connection Timeout
• User session timeout
• Limiting the maximum number of users that can connect to
the system
Conference Management and Monitoring Features
The Polycom RMX 1500/2000/4000 Web Client provides capabilities for
management and monitoring of participants and conferences, including
the following:
• Lecture Mode or Presentation Mode in Continuous Presence
conferences.
• Far End Camera Control (FECC/LSD) in video conferences.
• Automatic termination of idle (no participants) conferences.
• Automatic extension of conference Duration.
• Control of listening and broadcasting audio volume for individual
participants.
• Auto Gain Control (AGC) noise and audio volume regulation for
individual participants.
• Conference control via DTMF codes from participant’s endpoint or
telephone.
• Entry, exit and end-of-conference indications.
•Media Encryption.
• Active display of all conferences and participants with option to limit
display in secured conferences.
• Real-time monitoring of each participant’s connection status and
properties.
• Multiple drag & drop of participants.
• Easily accessed Call Detail Records (CDR) for administrator.
• Active display of all system resources.
• Closed Caption provides real-time text transcriptions or language
translations of the video conference.
1-12
• Message Overlay allows messages to be sent to all participants in an
ongoing conference.
• PCM enables the conference chairperson to control various
conference features using his/her endpoint’s remote control device.
• Video Preview allows RMX users to preview video sent from the
participants to the conference and from the conference to the
participants.
• Auto Redial when Endpoint Drops instructs the RMX to automatically
redial IP and SIP participants that have been abnormally
disconnected from the conference.
• Operator Assistance & Participant Move for conferences in CP mode.
Card Configuration Modes
Three Card Configuration Modes are supported:
• MPM Mode – Supported with MPM cards on the current, and all
previous RMX versions. Applicable to RMX 2000 only.
• MPM+ Mode – Supported from Version 4.0, with MPM+ cards
installed in the RMX 2000 and RMX 4000. It offers:
— Two Video/Voice Resource Capacity resource allocation modes for
increased control over system resource allocation.
— Enhanced Resource Report for more accurate system
management.
— Additional video resolutions and video quality.
• MPMx Mode – Supported from Version 7.0, with MPMx cards
installed in the RMX 1500 and RMX 4000. Over and above MPM+ it
offers:
— Increased resource capacity.
— Additional symmetric HD resolutions.
— H.264 High Profile.
— Additional line rates.
Polycom RMX 1500/2000/4000 Getting Started Guide
1-13
Chapter 1-System Overview
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®,
Windows® 7.
• Network Card – 10/100 Mbps.
• Web Browser - Microsoft® Internet Explorer® Version 6 or higher.
.Net Framework 2.0 is required and installed automatically.
If ActiveX installation is blocked please see the RMX 1500/2000/4000
Administrator’s Guide, "ActiveX Bypass” on page 18-120.
When installing the RMX Web Client, Windows Explorer >Internet Options>
Security Settings must be set to Medium or less.
1-14
Windows 7™ Security Settings
If Windows7 is installed on the workstation, Protected Mode must be
disabled before downloading the Version 7.0 software to the workstation.
To disable Protected Mode:
1 In the Internet Options dialog box, click the Security tab.
The Security tab is displayed.
Polycom RMX 1500/2000/4000 Getting Started Guide
1-15
Chapter 1-System Overview
2 Clear the Enable Protected Mode check box for each of the following
tabs:
— Internet
— Local intranet
— Trusted sites
1-16
3 After successful connection to RMX, the Enable Protected Mode check
boxes can be selected to enable Protected Mode for the following tabs:
— Internet
— Local intranet
Internet Explorer 8 Configuration
When using Internet Explorer 8 to run the RMX Web Client or RMX
Manager applications, it is important to configure the browser according
to the following procedure.
To configure Internet Explorer 8:
1 Close all browsers running on the workstation.
2 Use the Windows Task Manager to verify that no iexplore.exe processes
are running on the workstation. If any processes are found, use the
End Task button to end them.
3 Open Internet Explorer but do not connect to the RMX.
4 In the Internet Explorer menu bar select Tools >> Internet Options.
Polycom RMX 1500/2000/4000 Getting Started Guide
1-17
Chapter 1-System Overview
The Internet Options dialog box is displayed with General tab open.
1-18
5 In the Browsing history section, click the Delete button.
Polycom RMX 1500/2000/4000 Getting Started Guide
The Delete Browsing History dialog box is displayed.
6 Select the Temporary Internet files and Cookies check boxes.
7 Click the Delete button.
8 The Delete Browsing History dialog box closes and the files are deleted.
9 In the Internet Options dialog box, click the Settings button.
1-19
Chapter 1-System Overview
The Temporary Internet Files and History Settings dialog box is
displayed.
1-20
10 Click the View objects button.
Polycom RMX 1500/2000/4000 Getting Started Guide
The Downloaded Program Files folder containing the installed Program
Files is displayed.
11 Select the CEMAClassLoaderCntl Object file
12 Press the Delete key on the workstation.
13 Close the Downloaded Program Files folder and the Temporary Internet
Files and History Settings dialog box.
14 In the Internet Options dialog box, click the OK button to save the
changes and close the dialog box.
Prerequisites
This manual assumes the user has the following knowledge:
• Familiarity with Windows® XP or Vista® operating systems and
interface.
• Familiarity with Microsoft® Internet Explorer® Version 6 or higher.
• Basic knowledge of video conferencing concepts and terminology.
1-21
Chapter 1-System Overview
1-22
2
Preparations
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
First Time Installation and Configuration
First Time Installation and Configuration of the Polycom RMX 1500/2000/4000
consists of the following procedures:
1 Preparations:
— Gather Network Equipment and Address Information - get the
information needed for integrating the RMX into the local
network.
— Unpack the RMX.
— Modify the Management Network parameters on the USB Key.
2 Hardware Installation and Setup
— Mount the RMX in a rack.
— Connect the necessary cables.
3 First Entry Power-up and Configuration
— Power up the RMX.
— Register the RMX.
— Connect to the RMX
— Configure the Default IP Network Service.
— Configure the ISDN/PSTN Network Service.
2-1
Chapter 2-First Time Installation and Configuration
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
Preparations
Preparations
Gather Network Equipment and Address Information
IP Services
The IP addresses and network parameters which enable communication
between the RMX, its management application and the conferencing
devices are organized in two IP services:
• Management Network (Control Unit)
• Default IP Service (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 RMX
Control Unit and the RMX Web Client and is used to manage the RMX.
The RMX is shipped with default IP addresses as listed in Table 2-1.
Management Network Definition
The definition of the Management Network can be done by two methods:
• USB key (recommended method) – The system is shipped with a
USB key containing the default IP addresses for the control unit and
the shelf management.
These defaults are first modified in the PC and then uploaded to the
RMX.
• Direct connection – Creating a private network between the RMX
and the computer and modifying the management network
parameters using Fast Configuration Wizard in the RMX Web Client.
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, ”Configuring Direct Connections to RMX” on page G-1.
2-2
Default IP Service (Conferencing Service)
The Default IP Service (Conferencing Service) is used to configure and
manage communications between the RMX and conferencing devices.
Polycom RMX 1500/2000/4000 Getting Started Guide
IP Network Services Required Information
When installing an RMX unit, these default IP addresses must be
modified to your local network settings. Therefore it is important that
before powering the RMX unit up for the first time, that you obtain the
information needed to complete the Local Network Settings section of
the table from your network administrator.
For RMX 1500, the network administrator should allocate three IP
addresses in the local network for an MCU with a MPMx card.
For RMX 2000, the network administrator should allocate four IP
addresses in the local network for an MCU with one MPM/MPM+/MPMx
card and five IP addresses for an MCU with two MPM/MPM+/MPMx
cards.
For RMX 4000, the network administrator should allocate four IP
addresses in the local network for an MCU with one MPM+/MPMx card
and up to seven IP addresses for an MCU with up to four MPM+/MPMx
cards.
Table 2-1 Network Equipment and Address Information
Parameter Factory Default Local Network Settings
Control Unit
IP Address
Control Unit
Subnet Mask
Default Router IP
Address
Shelf Management IP
Address
Signaling Host IP
address
Media Board IP
address (MPM 1)
Media Board IP
address (MPM 2)
RMX 2000/4000 only
192.168.1.254
255.255.255.0
192.168.1.1
192.168.1.252
–
–
–
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Chapter 2-First Time Installation and Configuration
Table 2-1 Network Equipment and Address Information (Continued)
Parameter Factory Default Local Network Settings
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 RMX.
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
If the RMX is connected to the public ISDN Network, an external CSU or similar
equipment is needed.
2-4
Unpacking the RMX
Unpacking the RMX 1500
To unpack and lift the RMX 1500:
1 When you receive the RMX 1500 packing case, inspect the equipment
for damage and verify that the components match the packing slip.
2 Open the top cover of the packing case.
Two boxes are placed on the top Stratocell®, labelled:
— Installation Accessories. This kit contains the power cables and a
Disk-on Key (DOK).
— Rack Installation Accessories. This kit contains the accessories for
the 19”/23” racks as follows:
Write down the RMX’s serial number that is on a sticker on the back of the unit.
It will be needed for product registration later in the process.
Table 2-2 19” & 23” Rack Installation Accessories Package
Item ID Description Quantity
Polycom RMX 1500/2000/4000 Getting Started Guide
MEC2791A-L0 Chassis runner (60cm in length) for
rack installation on the RMX 1500.
19”/23” racks both require that these
runners be installed on the rack.
2
Unpacking the RMX 2000
To unpack and lift the RMX 2000:
1 When you receive the RMX 2000 packing case, inspect the equipment
for damage and verify that the components match the packing slip.
2 Open the top cover of the RMX 2000 packing case and make sure that
the Installation Accessories kit contains the power cables and a USB
Key.
3 Remove the top cover, lift the RMX 2000 from the package and place
it on a flat surface.
Write down the RMX’s serial number that is on a sticker on the back of the unit.
It will be needed for product registration later in the process.
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Chapter 2-First Time Installation and Configuration
Unpacking the RMX 4000
To unpack and lift the RMX 4000:
1 When you receive the RMX 4000 packing case, inspect the equipment
for damage and verify that the components match the packing slip.
2 The RMX 4000 is shipped in a packing case with Stratocell®
packaging, and the top cover must be unlocked and lifted.
3 Open the top cover of the packing case.
Two boxes are placed on the top Stratocell®, labelled:
— Installation Accessories. This kit contains the power cables and a
Disk-on Key (DOK).
— Rack Installation Accessories. This kit contains the accessories for
the 19” & 23” racks as follows:
Write down the RMX’s serial number that is on a sticker on the back of the unit.
It will be needed for product registration later in the process.
Table 2-3 19” & 23” Rack Installation Accessories Package
Item ID Description Quantity
2-6
MEC2474A-L0 Chassis runner (60cm in length) for
rack installation on the RMX 4000.
19” & 23” racks both require that
these runners be installed on the
rack.
MEC2475A-L0 23" bracket to be fitted to the front of
the RMX 4000.
Make sure that boxes contain all the required parts.
2
2
Polycom RMX 1500/2000/4000 Getting Started Guide
4 Remove the boxes and top Stratocell® and open the anti-static plastic
bag wrapping the RMX.
5 Holding the handle on each side, lift the RMX 4000 from the box, and
place it on a flat surface or in a rack. Remove any packaging material
prior to positioning the RMX 4000.
Attention:
Two people are required to lift the MCU out of the box and when installing it in a
rack.
Write down the RMX’s serial number that is on a sticker on the back of the unit.
It will be needed for product registration later in the process.
2-7
Chapter 2-First Time Installation and Configuration
Modifying the Factory Default Management Network Settings on the USB Key
The USB key contains a text file, lan.cfg, which holds the factory default IP
address parameters. These parameters must be modified to your local
network settings using the LAN Configuration Utility, also on the USB key.
To modify the USB key settings:
1 Take the USB Key from the Installation Accessories kit and insert it into
the PC workstation and double-click LanConfigUtility.exe to start
the utility.
The LAN Configuration Utility dialog box opens.
2-8
2 Modify the following parameters in the utility’s dialog box using the
information supplied by your network administrator.
— Control Unit IP Address
— Shelf Management IP Address
— Subnet Mask
— Default Router IP Address
3 Click OK.
4 Remove the USB Key from the PC.
The USB key is required for first entry power-up.
Polycom RMX 1500/2000/4000 Getting Started Guide
Hardware Installation and Setup
The RMX 1500/RMX 2000 unit should be mounted in a 19”rack in a well
ventilated area. The RMX 4000 unit can be mounted in a 19” or 23”rack in
a well ventilated area. It is important to adhere to the Site Requirements as
described in the RMX 1500 & RMX 1500/2000/4000 Hardware Guides, ”Site
Requirements” on page 1-3.
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:
• Installing the RMX in a rack or as a standalone
• Connecting the RMX 1500 to the power source
• Connecting the network (LAN, IP and ISDN) cables to the RMX.
Mounting the RMX 1500 in a Rack
There are two methods for installing the RMX in a 19” rack:
• Using the chassis runners on the RMX 1500
— Install the chassis runners provided by Polycom in the rack using
the screws supplied by the rack manufacturer; two screws per
chassis runner.
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Chapter 2-First Time Installation and Configuration
— Mount the RMX 1500 on top of the chassis runners.
— Fasten the RMX to the rack with screws through the four holes in
the RMX’s front mounting brackets.
Chassis runners are 60cm (23.62”) in length. If your rack depth is different, a
shelf can be used instead.
• Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX on the shelf.
— Fasten the RMX to the rack with screws through the four holes in
the RMX’s front mounting brackets.
2-10
Polycom RMX 1500/2000/4000 Getting Started Guide
E1/T1 PRI
Connection(s)
Power Cable
LAN 2; media, MNG; signaling,
MNGB; management & Shelf
Connecting Cables to the RMX 1500
To connect the cables:
•For the RTM-IP 1500 module:
— Connect the Media cable to LAN 2 port.
— Connect the Network cables to the MNG (Signaling) port &
MNGB (Management Network) port.
— (Optional) Connect the Shelf Management cable to the Shelf port.
•For the RTM ISDN 1500 module:
— Connect the E1/T1 cables to their PRI (1-4) ports.
Figure 2-1 RMX 1500 Rear Panel View with AC Power and Communication
Cables
The LAN 1, LAN3, LAN4 and Modem ports are not be used and the plastic caps
covering those ports should not be removed.
2-11
Chapter 2-First Time Installation and Configuration
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:
• Installing the RMX in a rack or as a standalone
• Connecting the RMX 2000 to the power source
• Connecting the network (LAN, IP and ISDN) cables to the RMX
Mounting the RMX 2000 in a Rack
There are two methods for installing the RMX in a 19” rack:
• Using rack brackets on the RMX 2000
— Install rack brackets, supplied by the rack manufacturer, in the
rack.
— Mount the RMX 2000 on top of the rack brackets.
— Fasten the RMX to the rack with screws through the four holes in
the RMX’s front mounting brackets.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Power
Cable
E1/T1 PRI Connection
LAN 2 Connection
• Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX on the shelf.
— Fasten the RMX to the rack with screws through the four holes in
the RMX’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:
•Power cable
•LAN cable to LAN 2 Port
•E1/T1 Cables to PRI Ports
To maximize conferencing performance, especially in high bit rate call
environments, a 1Gb connection is recommended.
2-13
Chapter 2-First Time Installation and Configuration
Installing the RMX 4000
The following procedures have to be performed to install the RMX 4000 in
your site:
• Mounting the RMX in a rack
• Connecting the RMX 4000 to the power source
• Connecting the network (LAN, IP and ISDN) cables to the RMX
Mounting the RMX 4000 in a Rack
Either place the RMX 4000 on a hard, flat surface such as a desktop or
mount it on a 19”/23” rack.
For a detailed description of the safety requirements and precautions and the
installation of the RMX 4000 as a standalone, in a 23” rack, or reverse mounting
the RMX 4000 on a 19” rack, see the RMX 4000 Hardware Guide.
To install the RMX 4000 in a 19”rack:
• Using rack brackets on the RMX 4000
— Install chassis runners supplied by Polycom, in the rack.
— Mount the RMX 4000 on top of the rack brackets.
— Fasten the RMX to the rack with screws through the eight holes
in the RMX’s front mounting brackets.
• Using a shelf
— Install the shelf, supplied by the rack manufacturer, in the rack.
— Mount the RMX on the shelf.
— Fasten the RMX to the rack with screws through the four holes in
the RMX’s front mounting brackets.
2-14
Polycom RMX 1500/2000/4000 Getting Started Guide
Power Cables
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).
Figure 2-2 RMX 4000 Rear Panel View with AC Power
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 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.
2-15
Chapter 2-First Time Installation and Configuration
ESD connector
Circuit breaker - ON
position
-48 VDC
RTN
Ground connector
Blank panel
Circuit breaker - OFF
position
4 Using the two wires of an 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.
2-16
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
Polycom RMX 1500/2000/4000 Getting Started Guide
LAN Connections to RTM LAN
Power Cables
Off/On
switch
E1/T1 Connection to RTM ISDN
Shelf
Management
Management
Network
Signalling
Network
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.
Connecting Cables to the RMX 4000
To connect the cables (AC and DC systems):
• RTM-IP 4000:
— Connect the Management Network cable to LAN 2.
— Connect the Signalling cable to LAN 3.
— Connect the Shelf Management cable to LAN 6.
• For each installed RTM LAN - Connect the LAN cable to LAN 2.
• For each installed RTM ISDN:
— Connect the E1/T1 cables to their PRI Ports.
— Connect the LAN cable to LAN 1.
Figure 2-3 RMX 4000 Rear Panel View with AC Power and Communication
Cables
2-17
Chapter 2-First Time Installation and Configuration
Preparations
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
First Entry Power-up and Configuration
There are four procedures necessary for setup of the new RMX. It is
important that they are performed in the following sequence:
1 First-time Power-up
2 Product Registration.
3 Connection to MCU.
4 Modifying the Default IP and ISDN/PSTN Service Settings (Fast
Configuration Wizard).
Procedure 1: First-time Power-up
To power-up for the first time using the USB key:
1 Insert the USB key containing the modified IP addresses in USB port
on the RMX 1500 front panel and RMX 2000/4000 back panel.
2-18
2 Power the RMX On.
AC System - Turn ON the power by pressing on the power switch
located on the rear panel of the RMX 1500/2000/4000.
DC System (RMX 4000) - Turn ON the Main that supplies power to
the RMX and then turn ON each of the DC power rail modules.
The parameters in the lan.cfg file are uploaded from the USB key to
the RMX’s memory and applied during the power-up sequence.
System power-up sequence may take up to five minutes.
During the First-time Power-up the red ERR LED on the RMX’s front
panel remains ON until both the Management and IP Network Services
have been defined.
When the RMX's configuration is completed (including the
Management and IP Network Services), and if there are no System
Errors, the green RDY LED on the CNTL module (on the RMX’s front
panel) turns ON.
3 Remove the USB key.
Procedure 2: Product Registration
Polycom RMX 1500/2000/4000 Getting Started Guide
Before the RMX 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://support.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). For more information, refer to the RMX Software Licence
document you received with your shipment.
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.
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Chapter 2-First Time Installation and Configuration
Procedure 3: Connection to MCU
If Windows7™ is installed on the workstation, Protected Mode must be
disabled before connecting to the MCU running Version 6.0 software.
For more information see ”Windows 7™ Security Settings” on page 1-12.
1 Start the RMX Web Client application on the workstation.
a In the browser’s address line, enter the IP address of the Control
Unit in the format:
defined in the USB key.
b Press Enter.
The RMX Web Client Login screen is displayed.
2 In the RMX Web Client Login screen, enter the default Username
(POLYCOM) and Password (POLYCOM) and click Login.
The RMX Web Client opens and the Product Activation dialog box
appears with the serial number filled in:
http://<Control Unit IP Address>, as
2-20
3 In the Activation Key field, enter or paste the Product Activation Key
obtained earlier.
4 Click OK.
As no Default IP Network Service is defined, the system automatically
starts the Fast Configuration Wizard.
Polycom RMX 1500/2000/4000 Getting Started Guide
Procedure 4: Modifying the Default IP Service and ISDN/ PSTN Network Service Settings
The Fast Configuration Wizard assists in configuring the Signaling Network
Service. It starts automatically if no Signaling Network Service is defined.
This happens during First Time Power-up, before the service has been
defined or if the Signaling Service has been deleted, followed by an RMX
restart.
The IP Management Service tab in the Fast Configuration Wizard is enabled
only if the factory default Management IP addresses were not modified.
On the RMX 1500, RMX 2000 and RMX 4000, IPv4 is the default protocol for
setting the Network Service in the Fast Configuration Wizard.
If IPv6 addressing is required, complete the Fast Configuration Wizard and
then:
1 Modify the Management Network to use IPv6 addressing or IPv4 and IPv6
addressing.
2 Restart the RMX.
3 Use the Fast Configuration Wizard which will now include IPv6 addressing
or IPv4 & IPv6 addressing options to configure the Signaling Network
Service.
For detailed description of the IP Network Services, see the RMX 1500/2000/
4000 Administrator’s Guide.
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Chapter 2-First Time Installation and Configuration
RMX 1500
RMX 4000
RMX 2000
Fast Configuration Wizard
1 Enter the required IP information in the dialog box.
2-22
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-4 Fast Configuration Wizard – IP Signaling
Field Description
Network Service
Name
Signaling Host
IP Address
Media Card 1-4
IP Addresses
Subnet Mask Enter the subnet mask of the MCU.
If Secured Communication is required on the RMX: complete the Fast
Configuration Wizard, Login, install the Certificate and then enable Secured
Communication Mode.
The name Default IP Service is assigned to the IP
Network Service by the Fast Configuration Wizard.
This name can be changed.
Note: This field is displayed in all IP Signaling dialog
boxes and can contain character sets that use
Unicode encoding.
Enter the address to be used by IP endpoints when
dialing in to the MCU.
Dial out calls from the RMX are initiated from this
address.
This address is used to register the RMX with a
Gatekeeper or a SIP Proxy server.
Enter the IP address(es) of the media card (s)
(MPM/MPM+/MPMx 1 and MPM/MPM+/MPMx 2-4
(if installed)) as provided by the network
administrator. Endpoints connect to conferences
and transmit call media (video, voice and content)
via these addresses.
Default value: 255.255.255.0.
2 Click Next.
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Chapter 2-First Time Installation and Configuration
3 Enter the required Routers information in the dialog box.
Table 2-5 Fast Configuration Wizard – Routers
2-24
Field Description
Default Router
IP Address
4 Click Next.
Enter the IP address of the default router.
Polycom RMX 1500/2000/4000 Getting Started Guide
5 Enter the required DNS information in the dialog box.
Table 2-6 Fast Configuration Wizard – DNS
Field Description
MCU Host Name Enter the name of the MCU on the network.
Default name is RMX.
DNS Select:
• Off – if DNS servers are not used in the network.
• Specify – to enter the IP addresses of the DNS
servers.
Note: The IP address fields are enabled only if
Specify is selected.
Register Host
Names
Automatically to
DNS Server
Local Domain
Name
Primary DNS
Server IP Address
Select this option to automatically register the MCU
Signaling Host and Shelf Management with the DNS
server.
Enter the name of the domain where the MCU is
installed.
The static IP address of the primary DNS server.
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Chapter 2-First Time Installation and Configuration
6 Click Next.
7 Select the IP Network Type: H.323, SIP or H.323 & SIP.
8 Click Next.
9 If you selected SIP only, go to Step 13.
10 Enter the required Gatekeeper information in the dialog box.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-7 Fast Configuration Wizard – Gatekeeper
Field Description
Gatekeeper Select Specify to enable configuration of the
gatekeeper IP address.
When Off is selected, all gatekeeper options are
disabled.
Primary Gatekeeper
IP Address or
Name
MCU Prefix in
Gatekeeper
Aliases
Alias The alias that identifies the RMX’s Signaling Host
Type The type defines the format in which the card’s alias
Enter either the gatekeeper’s host name (if a DNS
Server is used) or IP address.
Enter the string with which the MCU registers itself
with the gatekeeper.
The gatekeeper uses this string to identify the MCU
when forwarding calls to it.
H.323 endpoints use this number as the first part of
their dial-in string when dialing the MCU.
within the network. Up to five aliases can be defined
for each RMX.
Note: When a gatekeeper is specified, at least one
prefix or alias must be entered in the table.
is sent to the gatekeeper. Each alias can be of a
different type:
• H.323 ID (alphanumeric ID)
• E.164 (digits 0-9, * and #)
• Email ID (email address format,
e.g. abc@example.com)
• Participant Number (digits 0-9, * and #)
Note: Although all types are supported, the type of
alias to be used depends on the gatekeeper’s
capabilities.
11 Click Next.
12 If you selected H.323 only, go to Step 15.
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Chapter 2-First Time Installation and Configuration
13 Enter the required SIP Server information in the dialog box.
Table 2-8 Fast Configuration Wizard – SIP Server
2-28
Field Description
SIP Server Select:
• Specify – to manually configure SIP servers.
• Off – if SIP servers are not present in the
network.
SIP Server IP
Address
T ransport Type Select the protocol that is used for signaling between
Enter either the IP address of the preferred SIP
server or its host name (if a DNS server is used).
the MCU and the SIP Server or the endpoints
according to the protocol supported by the SIP
Server:
UDP – Select this option to use UDP for signaling.
TCP – Select this option to use TCP for signaling.
TLS – The Signaling Host listens on secured port
5061 only and all outgoing connections are
established on secured connections. Calls from SIP
clients or servers to non secured ports are rejected.
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-8 Fast Configuration Wizard – SIP Server (Continued)
Field Description
Transport Type
(cont.)
The following protocols are supported:
• TLS 1.0
• SSL 2.0
• SSL 3.0.
14 Click Next.
Enter the required Security information in the dialog box.
Table 2-9 Fast Configuration Wizard – Security
Field Description
Authentication
User Name
Authentication
Password
Enter the conference, Entry Queue or Meeting
Room name as registered with the proxy.
This field can contain up to 20 ASCII characters.
Enter the conference, Entry Queue or Meeting
Room password as defined in the proxy.
This field can contain up to 20 ASCII characters.
15 Click Next.
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Chapter 2-First Time Installation and Configuration
The IP Network Service is created and confirmed.
16 Click OK.
During the initial RMX setup, if the system detects the presence of the
RTM ISDN card, the ISDN /PSTN Network Service definition screens of the
Fast Configuration Wizard are enabled.
If there is no RTM ISDN card in the RMX or if you do not want to define
an ISDN/PSTN Network Service, go to Step 33..
A new ISDN/PSTN Network Service can be defined even if no RTM ISDN card is
installed in the system but only via the ISDN/PSTN Network Service ->Add New
Service dialog box.
The Fast Configuration Wizard’s ISDN/PSTN configuration sequence
begins with the ISDN/PSTN dialog box:
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Polycom RMX 1500/2000/4000 Getting Started Guide
17 Define the following parameters:
Table 2-10 Fast Configuration Wizard – ISDN Service Settings
Field Description
Network Service
Name
Span Type Select the type of spans (ISDN/PSTN) lines,
Specify the service provider’s (carrier) name or
any other name you choose, using up to 20
characters. The Network Servic e Na me id e nt if i es
the ISDN/PSTN Service to the system.
Default name: ISDN/PSTN Service
Note: This field is displayed in all ISDN/PSTN
Network Properties tabs and can contain
character sets that use Unicode encoding.
supplied by the service provider, that are
connected to the RMX. Each span can be defined
as a separate Network Service, or all the spans
from the same carrier can be defined as part of
the same Network Service.
Select either:
• T1 (U.S. – 23 B channels + 1 D channel)
• E1 (Europe – 30 B channels + 1 D channel)
Default: T1
Note: Only one Span Type (E1 or T1) is supported
on the RMX. If you define the first span as type E1
all other spans that you may later define must also
be of type E1.
Service Type PRI is the only supported service type. It is
automatically selected.
18 Click Next.
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Chapter 2-First Time Installation and Configuration
The PRI Settings dialog box opens.
19 Define the following parameters:
Table 2-11 Fast Configuration Wizard – PRI Settings
2-32
Field Description
Default Num Type Select the Default Num Type from the list.
The Num Type defines how the system handles the
dialing digits. For example, if you type eight dialing
digits, the Num Type defines whether this number is
national or international.
If the PRI lines are connected to the RMX via a
network switch, the selection of the Num Type is
used to route the call to a specific PRI line. If you
want the network to interpret the dialing digits for
routing the call, select Unknown.
Default: Unknown
Note: For E1 spans, this parameter is set by the
system.
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-11 Fast Configuration Wizard – PRI Settings (Continued)
Field Description
Num Plan Select the type of signaling (Number Plan) from the
list according to information given by the service
provider.
Default: ISDN
Note: For E1 spans, this parameter is set by the
system.
Net Specific Select the appropriate service program if one is
used by your service provider (carrier).
Some service providers may have several service
programs that can be used.
Default: None
Dial-out Prefix Enter the prefix that the PBX requires to dial out.
Leave this field blank if a dial-out prefix is not
required.
The field can contain be empty (blank) or a numeric
value between 0 and 9999.
Default: Blank
20 Click Next.
The Span Definition dialog box opens.
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Chapter 2-First Time Installation and Configuration
21 Define the following parameters:
Table 2-12 Fast Configuration Wizard – Spans Definition
Field Description
Framing Select the Framing format used by the carrier for
Side Select one of the following options:
Line Coding Select the PRI line coding method from the list.
the network interface from the list.
• For T1 spans, default is SFSF.
• For E1 spans, default is FEBE.
• User side (default)
• Network side
• Symmetric side
Note: If the PBX is configured on the network side,
then the RMX unit must be configured as the user
side, and vice versa, or both must be configured
symmetrically.
• For T1 spans, default is B8ZS.
• For E1 spans, default is HDB3.
2-34
Switch Type Select the brand and revision level of switch
equipment installed in the service provider’s central
office.
• For T1 spans, default is AT&T 4ESS.
• For E1 spans, default is EURO ISDN.
22 Click Next.
Polycom RMX 1500/2000/4000 Getting Started Guide
The Phones dialog box opens.
23 Click Add to define dial-in number ranges.
The Add Phone Number dialog box opens.
24 Define the following parameters:
Table 2-13 Fast Configuration Wizard – Add Phone Numbers
Field Description
First Number The first number in the phone number range.
Last Number The last number in the phone number range.
• A range must include at least two dial-in numbers.
• A range cannot exceed 1000 numbers.
25 Click OK.
The new range is added to the Dial-in Phone Numbers table.
26 Optional. Repeat steps 23 to 24 to define additional dial-in ranges.
27 In the Phones tab enter the MCU CLI (Calling Line Identification).
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Chapter 2-First Time Installation and Configuration
Spans
Table
Attached
Spans
With dial-in connections, the MCU CLI indicates the MCU’s number
dialed by the participant. In a dial-out connection, indicates the MCU
(CLI) number as seen by the participant.
28 Click Save & Continue.
After clicking Save & Continue, you cannot use the Back button to
return to previous configuration dialog boxes.
The ISDN/PSTN Network Service is created and is added to the ISDN/
PSTN Network Services list.
If the system cannot create the ISDN/PSTN Network Service, an error
message is displayed indicating the cause and allowing you access
the appropriate dialog box in the Fast Configuration Wizard for
corrective action.
29 Click OK to continue the configuration.
The Spans dialog box opens displaying the following read-only fields:
2-36
— ID – the connector on the RTM ISDN card (PRI1 to PRI12).
Polycom RMX 1500/2000/4000 Getting Started Guide
— Slot – the MPM/MPM+/MPMx card that the RTM ISDN /
RTM ISDN 1500 card is connected to (RMX 2000: MPM 1/MPM2
RMX 4000: MPM1/MPM2/MPM3/MPM4).
On the RMX 1500, the Slot field does not appear.
— Service – the ISDN/PSTN Network Service to which the span is
assigned.
— Clock Source – indicates if ISDN signaling synchronization is
being supplied by the Primary or Secondary clock source. The first
span to synchronize becomes the Primary clock source.
— State – the System Alert level of the span (Major, Minor). If there
are no span related alerts, this column contains no entries.
30 Click the check boxes in the Attached field to attach spans (E1 or T1
PRI lines) to the network service named in the Network Service Name
field.
The Spans Table displays the configuration of all spans and all ISDN
network services in the system.
When using the Fast Configuration Wizard during First Entry
Configuration, you are defining the first ISDN/PSTN Network Service in
the system. Spans can only be attached to this service.
Additional ISDN/PSTN Network Services can be defined by using the
ISDN/PSTN Network Services > New PSTN Service button in the
RMX Web Client.
Spans can be attached to, or moved between ISDN network services
by using the ISDN/PSTN Network Services > ISDN Properties >
Spans tab in the RMX Web Client.
Each ISDN RTM card can support either 7 E1 or 9 T1 PRI lines (E1
and T1 connections cannot be used simultaneously).
31 Click Next.
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Chapter 2-First Time Installation and Configuration
The System Flags dialog box is displayed.
32 Enter the required System Flags information in the dialog box.
Table 2-14 Fast Configuration Wizard – System Flags
2-38
Field Description / Default
Conference
ID Length
(MCU)
Minimum
Conference
ID Length
(User)
Maximum
Conference
ID Length
(User)
MCU Display
Name
The number of digits of the
Conference ID to be assigned
by the MCU.
Range: 2-16 (Default: 5)
The minimum number of digits
that the user must enter when
manually assigning a numeric
ID to a conference.
Range: 2-16 (Default: 4)
The maximum number of digits
that the user can enter when
manually assigning a Numeric
ID to a conference.
Range: 2-16 (Default: 8)
The MCU name is displayed on the endpoint’s screen.
Default name: Polycom RMX 1500/2000/4000
Note: Selecting 2
digits limits the
number of
simultaneous ongoing
conferences to 99.
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-14 Fast Configuration Wizard – System Flags (Continued)
Field Description / Default
Terminate
Conference
when
Chairperson
Exits
Auto Extend
Conferences
When Yes is selected (default), the conference ends
when the chairperson exits even if
participants connected.
When No is selected, the conference automatically ends
at the predefined end time, or when all the participants
have disconnected from the conference.
When Yes is selected (default), allows conferences
running on the RMX to be automatically extended as long
as there are participants connected and there are
available resources.
The maximum extension time allowed by the MCU is 30
minutes.
there are other
These flags can be modified later, if required, by selecting the System
Configuration option from the Setup menu. For more information, see
the RMX 1500/2000/4000 Administrator’s Guide, ”System Configuration”
on page 18-5.
33 Click Save & Close.
The RMX confirms successful configuration.
34 In the Success Message box, click OK.
35 In the Reset Confirmation dialog box, click Yes.
36 In the Please wait for system reset message box, click OK.
System restart may take up to five minutes.
37 Refresh the browser periodically until the Login screen is displayed.
38 When the Login screen is displayed, enter your Username and
Password and click Login.
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Chapter 2-First Time Installation and Configuration
On first entry, the default Username and Password are both POLYCOM.
In the RMX Web Client’s Main Screen an MCU State indicator displays
a progress indicator showing the time remaining
until the system start-up is complete.
39 Create a new User with Administrator permissions and delete the
default User (POLYCOM).
For system security reasons the system is not fully configured until
this step has been performed.
For more information see the RMX 1500/2000/4000 Administrator’s
Guide, "Users, Connections and Notes” on page 12-1.
40 The system is now fully configured and if there are no System Errors,
the green RDY LED on the CNTL module (on the RMX’s front panel)
turns ON.
The Fast Configuration Wizard configures the Default I P Network Service with
common parameters. Specific or additional settings (e.g. for ICE, or Secured
Mode) should be performed once the initial configuration is complete. For
detailed description of the IP Network Services, see the RMX 1500/2000/4000
Administrator’s Guide.
User Definition
The RMX is shipped with a default Administrator user called POLYCOM.
Once you have defined other authorized administrator users, it is
recommended to remove the default user to prevent unauthorized users
from logging into the system.
For more information, see the RMX 1500/2000/4000 Administrator’s Guide
”Deleting a User” on page 12-4.
Selecting the RMX Web Client Languages
By default, the RMX Web Client interface is displayed only in English.
However, the system administrator can choose the languages available
for selection on the Login screen. These languages are represented by
flags.
To choose the languages for selection in the Login screen:
1 On the RMX menu, click Setup > Multilingual Setting.
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Polycom RMX 1500/2000/4000 Getting Started Guide
2 Click the check boxes of the languages to appear in the Login screen
of the RMX Web Client. For more information see the RMX 1500/2000/
4000 Administrator’s Guide ”Multilingual Setting” on page 18-95.
If the selected language is not supported by the browser or the
workstation’s Operating System, the RMX Web Client is displayed in
English.
3 Click OK.
4 Log out and reconnect to the RMX.
The Login screen will display the flags of the selected languages.
RMX’s Default Conferencing Settings
The RMX is shipped with default pre-configured conferencing entities,
which allow RMX users and participants to start ongoing conferences
without further configuration.
The default conferencing entities are:
Table 2-15 Conferencing Entities
Entity Description
Meeting Rooms Conferences saved on the MCU without using resources.
They are activated when the first participant dials in.
There are four Meeting Rooms ready for use:
Name ID
Maple_Room 1001
Oak_Room 1002
Juniper_Room 1003
Fig_Room 1004
Each Meeting Room uses the default Conference Profile
called Factory Video Profile running at 384Kbps and has
a default duration of one hour.
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Chapter 2-First Time Installation and Configuration
Table 2-15 Conferencing Entities (Continued )
Entity Description
Conference
Profile
Conference IVR
Service
Name: Factory Video Profile
A Conference Profile is assigned to a Meeting Room to
define its conferencing parameters, such as line rate and
video resolution.
Factory Video Profile contains the video conference
parameters with a bit rate of 384Kbps, Auto Layout and
Polycom Skin. The Profile uses an IVR Service called
Conference IVR Service.
Name: Conference IVR Service
The Conference IVR Service includes an optional video
slide and all the voice messages played during the
participant’s connection process and during the
conference.
The Conference IVR Service contains a set of voice
prompts in English and an optional video slide.
It automates the participant’s connection to a conference.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Table 2-15 Conferencing Entities (Continued)
Entity Description
Entry Queue Name ID
DefaultEQ 1000
Using an Entry Queue enables one dial-in number to be
used for all conferences. In the Entry Queue, participants
are prompted for information to enable routing to their
destination conferences.
A default Entry Queue called DefaultEQ is provided.
The default Entry Queue is also set to Ad Hoc
conferencing which allows participants to start new
conferences without prior definition by entering a
Conference or Meeting Room ID that is not used by any
on going conference currently runni n g on th e MC U . It
uses an Entry Queue IVR Service called Entry Queue IVR
Service.
The default Welcome Slide displayed at the participants
endpoint upon connection to the Entry Queue and lists the
default Meeting Rooms. The participant can select one of
these Meeting Rooms or enter another ID to start a new
conference.
If no Transit Entry Queue is defined, DefaultEQ is the
default Transit Entry Queue. For more inform ation see the
RMX 1500/2000/4000 Administrator’s Guide, ”Transit
Entry Queue” on page 4-9.
Note: An ISDN/PSTN dial-in number is not assigned to
the Entry Queue as the number depends on the dial-in
numbers range defined in the Network Service. It must be
manually assigned to enable ISDN or PSTN participant
connections to this Entry Queue. For more information,
see the RMX 1500/2000/4000 Administrator’s Guide,
”ISDN/PSTN Network Services” on page 13-50.
Entry Queue IVR
Service
Name: Entry Queue IVR Service
Includes all the voice messages and video slides used to
guide participants though their connection process to the
MCU and route them to their destination conference.
Entry Queue IVR Service is the default Entry Queue IVR
Service provided for the default Entry Queue.
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Chapter 2-First Time Installation and Configuration
Customizing the RMX’s Default Conferencing Settings
You can customize the conferencing entities to your organization’s
requirements:
• To customize the Voice Prompts and Video Slides to different
organizations, users, languages etc. – first record the required
messages and create the video slides and then create the appropriate
conference IVR Service or Entry Queue IVR Service.
These services must be assigned to the appropriate conference profile
or Entry Queue. For more information, see the RMX 1500/2000/4000
Administrator’s Guide, ”IVR Services” on page 14-1.
• To modify the conference properties, such as the conference line
rate, specific video layout for the conference or the background that is
used for the video display (skin), create a new Conference Profile.
This Profile can be used for defining new ongoing conferences,
Meeting Rooms and Single-dial Entry Queues.
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, ”Defining Profiles” on page 1-9.
• To allow ISDN participants to connect to a single dial Entry Queue
a dial in number must be assigned to the pre-configured Entry
Queue.
To allow participants to connect to a single dial Entry Queue at a
line rate other than 384 Kbps (as in the default Entry Queue) or play
voice messages in different languages – create a new Entry Queue.
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, ”Defining a New Entry Queue IVR Service” on page 14-29.
• You can personalize Meeting Rooms for people in your organization
with predefined conference and chairperson passwords (for added
security) and allow only authorized people to start on going
conferences. For more information, see the RMX 1500/2000/4000
Administrator’s Guide, ”Meeting Rooms” on page 3-1.
• To allow ISDN participants to connect directly to Meeting Rooms a
dial in number must be assigned to the pre-configured Meeting
Room.
• The conferencing entities are designed mainly for dial in participants
without prior definition of participants. You can create your own
Address Book containing a list of participants to be dialed by the
MCU. Once defined, these participants can be added to ongoing
conferences saving the need to define them again.
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Polycom RMX 1500/2000/4000 Getting Started Guide
For more information, see the RMX 1500/2000/4000 Administrator’s
Guide, ”Address Book” on page 5-1.
• You can schedule conferences to start in the future.
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Chapter 2-First Time Installation and Configuration
2-46
Basic Operation
The most common operations performed via the RMX Web Client are:
• Starting, monitoring and managing conferences
• Monitoring and managing participants and endpoints as
individuals or groups.
— Participant – A person using an endpoint to connect to a
conference. When using a Room System, several participants use
a single endpoint.
— Endpoint – A hardware device, or set of devices, that can call,
and be called by an MCU or another endpoint. For example, an
endpoint can be a phone, a camera and microphone connected
to a PC or an integrated Room System (conferencing system).
— Group – A group of participants or endpoints with a common
name.
3
Starting the RMX Web Client
Before you begin you need to get the following information from your
system administrator:
•User name
• Password
•MCU Control Unit IP Address
3-1
Chapter 3-Basic Operation
Link to
RMX
Manager
Installer
To start the RMX 2000 Web Client:
1 In your browser address line, enter
http://<Control Unit IP Address> and press the Enter key.
The Login screen is displayed.
3-2
2 Enter your Username and Password and click the Login button.
On first entry, the default Username and Password are both POLYCOM.
The RMX 2000 Web Client main screen is displayed.
The Login screen contains a link to the RMX Manager installer.
Using the RMX Manager application, a single user can control a single or
multiple RMX units as well as conferences from multiple RMXs. RMX 1500/
2000/4000 can be managed and controlled by the RMX Manager application.
For more information see the RMX 1500/2000/4000 Administrator’s Guide,
"RMX Manager Application” on page 17-1.
Polycom RMX 1500/2000/4000 Getting Started Guide
Conferences
List
List
Status
Bar
RMX
Management
Address
Book
Conference
Templates
Tab
RMX 2000 Web Client Screen Components
The RMX 2000 Web Client’s main screen consists of five panes:
• Conference List
• List Pane
• RMX Management
• Status Bar
• Address Book
• Conference Templates
You can login as a user with Chairperson, Operator or Administrator
authorization. Your Authorization Level determines your viewing and
system functions.
For more information see the RMX 1500/2000/4000 Administrator’s Guide,
"Users, Connections and Notes” on page 12-1.
The Administrator’s view is shown below:
The main screen can be customized. For more information, see
"Customizing the Main Screen” on page 3-11.
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Chapter 3-Basic Operation
Viewing and System Functionality Permissions
The
RMX 2000 Web Client
on the authorization level assigned to each user as summarized in
Table 3-1:
Table 3-1 Viewing and System Permissions
Conference List
List Pane
Address Book
Conference Templates
Status Bar
user’s viewing and system functionality depend
Authorization Level
Chairperson Operator Administrator
Viewing Permissions
3-4
RMX Management
Conference Alarms
Conference Status
Configurations
System Functionality
Start Conferences
Monitor Conferences
Monitor Participants
Solve Basic Problems
Modify MCU Configuration
In addition to Chairpersons, Operators and Administrators, an Auditor is a user
type that can view Auditor Files and audit the system. For more information see
the RMX 1500/2000/4000 Administrator’s Guide "Auditor” on page 18-110.
Conferences List
Toolbar
List Headers
Conference Data
New Conference
Delete Conference
Stop Re cording
Start/Resume/Pause Recording
Save Conference
to Template
Chairperson Password Field
Chairperson Password
Column
Refresh Button
If you are logged in as a user with Operator or Administrator
permissions:
The Conferences pane lists all the conferences currently running on the
MCU along with their Status, Conference ID, Start Time and End Time data.
The number of ongoing conferences is displayed in the pane’s title.
The Conferences list toolbar contains the following buttons:
• New Conference – to start a new ongoing conference.
• Delete Conference – delete the selected conference(s).
If you are logged in as a user with Chairperson permissions:
•You can list and monitor conferences you have started or for which
•A Chairperson Password field and a Refresh button are displayed.
•A Chairperson Password column is included in the conference data.
Polycom RMX 1500/2000/4000 Getting Started Guide
If Conference Recording is enabled the following are displayed in color:
— Start/Resume Recording – start/resume recording.
— Stop Recording – stop recording.
— Pause – toggles with the Start/Resume button.
you have entered the password or that don’t have a Chairperson
Password assigned.
The Refresh button does not change the Chairperson Password; it
resfreshes the Conferences list to display all ongoing conferences with
the requested password.
For more information see “Using the Chairperson Password for
Filtering” on page 3-49.
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Chapter 3-Basic Operation
Total number of participants
Viewing Permissions
Chairperson
Administrator
Operator
List Pane
The List pane displays details of the item selected in the Conferences pane
or RMX Management pane. The title of the pane changes according to the
selected item.
When selecting an ongoing conference in the Conferences pane, it displays
the list and parameters of the connected participants.
When selecting an item in the Device Management pane, lists the items
currently defined for that item. For example, if Users is selected, it
displays the list of RMX Users defined for the selected RMX.
RMX Management
The RMX Management pane lists the entities that need to be configured to
enable the RMX to run conferences. Only users with Administrators
permission can modify these parameters.
The RMX Management pane is divided into two sections:
• Frequently Used – parameters often configured monitored or
modified.
• Rarely Used – parameters configured during initial system set-up
and rarely modified afterward.
Items can be moved between these two sections to customize the
management tasks per RMX User. For more details, see "Customizing the
RMX Management Pane” on page 3-12.
Status Bar
3-6
The Status Bar at the bottom of the RMX Web Client contains System and
Participant Alerts tabs as well as Port Usage Gauges and an MCU State
indicator.
Polycom RMX 1500/2000/4000 Getting Started Guide
Viewing Permissions
Chairperson
Administrator
Operator
Active
Alarms
Faults
List
Viewing Permissions
Chairperson
Administrator
Operator
Viewing Permissions
Chairperson
Administrator
Operator
System Alerts
This is a list of system problems. The alert indicator flashes red when at
least one system alert is active. The flashing continues until a user with
Operator or Administrator permission reviews the list.
The System Alerts pane is opened and closed by clicking the System Alerts
button in the left corner of the Status Bar.
For more information about Active Alarms and Faults List, see the RMX
1500/2000/4000 Administrator’s Guide, "System and Participant Alerts” on
page 18-1.
Participant Alerts
This is a list of participants that are experiencing connection problems. It
is sorted by conference.
The Participant Alerts pane is opened and closed by clicking the
Participant Alerts button in the left corner of the Status Bar.
Port Usage Gauges
The Port Usage gauges indicate:
• The total number of Video or Voice ports in the system according to
the Video/Voice Port Configuration.
• The number of Video and Voice ports in use.
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Chapter 3-Basic Operation
Audio Ports In Use
Total Allocated Audio Ports In System
Video Port Usage Indicator
Total Allocated Video Ports (CIF resolution) In System
Video Ports In Use
Audio Port Usage Indicator
Audio and Video High Port Usage Threshold
Viewing Permissions
Chairperson
Administrator
Operator
Progress Indicator Bar Time Remaining
•The High Port Usage threshold.
The High Port Usage threshold represents a percentage of the total
number of video or voice ports available. It is set to indicate when
resource usage is approaching its maximum, resulting in no free resources
to run additional conferences. When port usage reaches or exceeds the
threshold, the red area of the gauge flashes and a System Alert is
generated. The default port usage threshold is 80% and it can be modified
by the system administrator. For more information, see the RMX 1500/
2000/4000 Administrator’s Guide, "Port Usage Threshold” on page 18-71.
MCU State
The MCU State indicator displays one of the following:
• – The MCU is starting up. The time remaining until
the system start-up is complete is displayed between brackets while a
green progress indicator bar indicates the start-up progress.
• – The MCU is functioning normally.
• – The MCU has a major problem. MCU behavior
3-8
could be affected and attention is required.
Address Book
Viewing Permissions
Chairperson
Administrator
Operator
Audio Participant
Video Participant
Group
Delete Group
New Participant
Import Address Book
New Group
Export Address Book
Delete Participant
Click
to hide
Address
Book
Quick
Search
Polycom RMX 1500/2000/4000 Getting Started Guide
The Address Book is a list of Participants and Groups that have been defined
on the RMX. The information in the Address Book can be modified only by
an administrator. All RMX users can, however, view and use the Address
Book to assign participants to conferences.
The Address Book toolbar contains a Quick Search field and the following
six buttons:
• New Participant • New Group
• Delete Participant • Delete Group
• Import Address Book • Export Address Book
Address Book entries are listed according to:
• Type – whether an individual Participant or a Group of participants
• Name – of the participant or group
• Dialing Direction – Dial-in or Dial-out
• IP Address/Phone – of the participant
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Chapter 3-Basic Operation
Click tab to open Address Book
Conference Templates Tab
Number of Saved Conference Templates
Displaying and Hiding the Address Book
The first time you access the RMX Web Client, the Address Book pane is
displayed. You can hide it by clicking the anchor pin ( ) button.
The Address Book pane closes and a tab appears at the right edge of the
screen.
Click the tab to re-open the Address Book.
Conference Templates
Conference Templates enable administrators and operators to create, save,
schedule and activate identical conferences.
A Conference Template:
• Saves the conference Profile.
• Saves all participant parameters including their Personal Layout and
Video Forcing settings.
• Simplifies the setting up Telepresence conferences where precise
participant layout and video forcing settings are crucial.
3-10
Displaying and Hiding Conference Templates
The Conference Templates list pane is initially displayed as a closed tab in
the RMX Web Client main window. The number of saved Conference
Templates is indicated on the tab.
Clicking the tab opens the Conference Templates list pane.
New Template
Delete Template
Start Template
Schedule Template
Number of Saved Conference Templates
List of
Saved
Templates
Click to hide the
Conference Templates List
Hide the Conference Templates list pane by clicking the anchor pin ( )
button in the top right corner of the pane.
The Conference Templates list pane closes and a tab appears in the top right
corner of the screen.
Customizing the Main Screen
You can customize the main screen according to your preferences. Pane
sizes can be changed, column widths can be adjusted and data lists can be
sorted.
Polycom RMX 1500/2000/4000 Getting Started Guide
Customization settings are automatically saved for each logged-in user.
The next time the RMX Web Client is opened, the main screen settings appear
as they were when the user exited the application.
To re-size a pane:
>> Move the pointer over the pane border and when the pointer
becomes a click and drag the pane border to the required size and
release the mouse button.
To adjust column width:
1 In the column header row, place the pointer on the vertical field-
separator bar of the column.
2 When the pointer becomes a , click and drag the field separator bar
to the required column size and release the mouse button.
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Chapter 3-Basic Operation
Toolbar View
List View
Toolbar View Button
List View Button
To sort the data by any field (column heading):
1 In the Conference list or List view pane, click on the column heading of
the field to be used for sorting.
A or symbol appears in the column heading indicating that the
list is sorted by this field, as well as the sort order.
2 Click on the column heading to toggle the column’s sort order.
To change the order of columns in a pane:
>> Click the column heading to be moved and drag it to its new position.
When a set of red arrows appears indicating the column’s new
position, release the mouse button.
To restore the RMX 2000 display window to its default configuration:
>> On the RMX 2000 menu, click View > Restore RMX Display
Defaults.
Customizing the RMX Management Pane
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The RMX Management pane can be viewed either as a list or as a toolbar.
To switch between Toolbar and List Views:
>> In the RMX Management pane, click the Toolbar View button to switch
to Toolbar view.
>> In the RMX Management pane, click the Toolbar View button to switch
to Toolbar view.In Toolbar view, click the List View button to switch
back to List view.
Polycom RMX 1500/2000/4000 Getting Started Guide
The new position of the
Networks icon
List
View
You can move items between the Frequently Used and Rarely Used sections
depending on the operations you most commonly perform and the way
you prefer to work with the RXM Web Client.
This only works in List view because in Toolbar view, all items are
represented by icons.
To expand or Collapse the Frequently Used and Rarely Used sections:
The Frequently Used and Rarely Used sections can be expanded or collapsed
by clicking the and buttons.
To move items within and between the Frequently Used and Rarely
Used sections:
1 In the RMX Management pane click and drag the icon of the item that
you wish to move.
An indicator line ( ) appears indicating the new position
of the icon.
2 Release the mouse button when the icon is in the desired position.
The Frequently Used and Rarely Used sections can be expanded or
collapsed by clicking the and buttons.
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Chapter 3-Basic Operation
Starting a Conference
There are several ways to start a conference:
• Clicking the New Conference button in the Conferences pane. For more
information, see "Starting a Conference from the Conferences Pane” on
page 3-15.
• Dialing in to a Meeting Room.
— A Meeting Room is a conference that is saved on the MCU. It
remains in passive mode until it is activated by the first
participant, or the meeting organizer, dialing in.
For more information about Meeting Rooms, see the RMX 1500/2000/
4000 Administrator’s Guide, "Meeting Rooms” on page 3-1.
• Dialing in to an Ad Hoc Entry Queue which is used as the access
point to the MCU.
For a detailed description of Ad Hoc Entry Queues, see the RMX
1500/2000/4000 Administrator’s Guide, "Entry Queues” on page 4-1.
•Start a Reservation:
— If the Start Time of the Reservation is past due the conference
becomes ongoing immediately.
— If the Start Time of the Reservation is in the future the conference
becomes ongoing, at the specified time on the specified date.
For more information, see "Starting a Reservation” on page 3-27.
•Start any Conference Template saved in the Conference Templates list.
For more information, see "Starting an Ongoing Conference From a
Template” on page 3-29.
• Clicking on the link included in a Microsoft Outlook Polycom Meeting
Invitation or by manually dialing the numbers displayed in the
invitation using the endpoint's numeric input device.
• Attendees that have received an invitation to a Polycom Meeting via
the Polycom Conferencing Add-in for Microsoft Outlook can start a
conference by being the first invited attendee to click on a link in the
Meeting Invitation displayed on his/her workstation or calendaring
enabled endpoint, or manually dial in to the meeting using the
Polycom Conference information included in the Meeting Invitation.
For more information see the RMX 1500/2000/4000 Administrator’s
Guide, "Polycom Conferencing for Microsoft Outlook®” on page 9-1.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Starting a Conference from the Conferences Pane
To start a conference from the Conference pane:
1 In the Conferences pane, click the New Conference ( ) button.
The New Conference – General dialog box opens.
The system displays the conference’s default Name, Duration and the
default Profile, which contains the conference parameters and media
settings.
The RMX automatically allocates the conference ID, when the
conference starts.
In most cases, the default conference ID can be used and you can just
click OK to launch the conference. If required, you can enter a
conference ID before clicking OK to launch the conference.
If you are the meeting chairperson or organizer using the RMX Web
Client to start your own meeting, you need to communicate the
default conference ID (or the one you created) to the other conference
participants so they can dial in.
You can use the New Conference - General dialog box to modify the
conference parameters. If no defined participants are to be added to
the conference, or you do not want to add additional information,
click OK.
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Chapter 3-Basic Operation
General Tab
2 Define the following parameters:
Table 3-2 New Conference – General Options
Field Description
Display Name The Display Name is the conferencing entity name
in native language character sets to be displayed in
the RMX Web Client.
In conferences, Meeting Rooms, Entry Queues and
SIP factories the system automatically generates an
ASCII name for the Display Name field that can be
modified using Unicode encoding.
•
English text uses ASCII encoding and can
contain the most characters (length varies
according to the field).
• European and Latin text length is approximately
half the length of the maximum.
• Asian text length is approximately one third of
the length of the maximum.•
The maximum length of text fields also varies
according to the mixture of character sets (Unicode
and ASCII).
Maximum field length in ASCII is 80 characters. If
the same name is already used by another
conference, Meeting Room or Entry Queue, the
RMX displays an error message requesting you to
enter a different name.
Note: This field is displayed in all tabs.
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Duration Define the duration of the conference in hours using
the format HH:MM (default 01:00).
Note: This field is displayed in all tabs.
Permanent
Conference
Check this box to make this conference a
Permanent Conference: an ongoing conference with
no pre-determined End Time continuing until it is
terminated by an administrator, operator or
chairperson. For more information see the
RMX 1500/2000/4000 Administrator’s Guide
"Lecture Mode” on page 2-86.
Note: This field is displayed in all tabs.
Polycom RMX 1500/2000/4000 Getting Started Guide
Table 3-2 New Conference – General Options (Continued)
Field Description
Routing Name Routing Name is the name with which ongoing
conferences, Meeting Rooms, Entry Queues and
SIP Factories register with various devices on the
network such as gatekeepers and SIP server. This
name must defined using ASCII characters.
Comma, colon and semicolon characters cannot
be used in the Routing Name.
The Routing Name can be defined by the user or
automatically generated by the system if no Routing
Name is entered as follows:
• If ASCII characters are entered as the Display
Name, it is used also as the Routing Name
• If a combination of Unicode and ASCII
characters (or full Unicode text) is entered as the
Display Name, the ID (such as Conference ID) is
used as the Routing Name.
If the same name is already used by another
conference, Meeting Room or Entry Queue, the
RMX displays an error message and requests that
you to enter a different name.
Profile The system displays the name of the default
Conference Profile. Select the required Profile from
the list.
The Conference Profile includes the Conference line
rate, media settings and general settings.
For a detailed description of Conference Profiles,
see the RMX 1500/2000/4000 Administrator’s
Guide, "Conference Profiles” on page 1-1.
ID Enter the unique-per-MCU conference ID. If left
blank, the MCU automatically assigns a number
once the conference is launched.
This ID must be communicated to conference
participants to enable them to dial in to the
conference.
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Chapter 3-Basic Operation
Table 3-2 New Conference – General Options (Continued)
Field Description
Conference
Password
Chairperson
Password
Enter a password to be used
by participants to access the
conference. If left blank, no
password is assigned to the
conference.
This password is valid only in
conferences that are
configured to prompt for a
conference password.
Enter a password to be used
by the RMX to identify the
Chairperson and grant him/her
additional privileges. If left
blank, no chairperson password is assigned to the conference.
This password is valid only in
conferences that are configured to prompt for a chairperson password.
These fields are
numeric and have
a default length of
4 characters. The
administrator can
modify them in the
Setup - System
Configuration
settings. For more
information, see
the RMX 1500/
2000/4000
Administrator’s
Guide, "System
Configuration” on
page 18-5.
The RMX can be
configured to
automatically
generate
conference and
chairperson
passwords when
these fields are left
blank. For more
information, see
the RMX 1500/
2000/4000
Administrator’s
Guide, "Automatic
Password
Generation Flags”
on page 18-43.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Table 3-2 New Conference – General Options (Continued)
Field Description
Reserve
Resources for
Video Participants
Reserve
Resources for
Audio Participants
Maximum Number
of Participants
Enter the number of video participants for which the
system must reserve resources.
Default: 0 participants.
Maximum:
• MPM Mode: 80 participants.
• MPM+ Mode: 160 participants.
• MPMx Mode: 180 participants (Double card)
• MPMx Mode: 90 participants (Single card)
Enter the number of audio participants for which the
system must reserve resources.
Default: 0 participants.
Maximum:
• MPM Mode: 80 participants.
• MPM+ Mode: 200 participants (if all ports are set
to Audio Only).
• MPMx Mode: 720 participants (Double card, with
all ports are set to Audio Only).
• MPMx Mode: 360 participants (Single card, with
all ports are set to Audio Only).
Indicate the total number of participants that can be
connected to the conference. The automatic setting
indicates that the maximum number of participants
that can be connected to the MCU is determined
according to resource availability.
Note: If a number is specified, it should be large
enough to accommodate the participants specified in
the Reserve Resources for Video/Audio Participants
fields.
Enable ISDN/
PSTN Dial-in
ISDN/PSTN
Network Service
Select this check box if you want ISDN and PSTN
participants to be able to connect directly to the
conference.
The default Network Service is automatically
selected. A different ISDN/PSTN Network Service
can be selected from the Network Services list.
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Chapter 3-Basic Operation
Table 3-2 New Conference – General Options (Continued)
Field Description
Dial-in Number (1) Leave this field blank to let the system automatically
assign a number from the dial-in range defined for
the selected ISDN/PSTN Network Service. To
manually define a dial-in number, enter a unique
number from the dial-in number range defined for
the selected Network Service. This number cannot
be assigned to another Conference/Reservation/
Meeting Room/Gateway Profile
Dial-in Number (2) By default, the second dial-in number is not defined.
To define a second-dial-in number, enter a required
number from the dial-in number range defined for
the selected Network Service.
3 If all participants are undefined, dial-in and no additional
information is required for the new conference, click OK.
4 To add participants from the Participants Address Book or to define
participants (mainly dial-out participants) click the Participants tab.
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Polycom RMX 1500/2000/4000 Getting Started Guide
Participants
List
Participants Tab
This procedure is optional.
The Participants tab is used to add participants to the conference from the
Address Book.
It is also used to add defined dial-out participants to the conference. Defined
dial-out participants are connected to the conference automatically when the
conference is launched, unless the Dial Out Manually option is selected.
5 Click the Participants tab.
The Participants tab opens.
When defining a new conference, the Participants List is empty.
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Chapter 3-Basic Operation
The following table describes the information displayed in the
Participants List and the operations that can be performed.
Table 3-3 New Conference – Participants Tab
Column / Button Description
Participants List
Name A Unicode field that displays the participant’s name
and an icon representing the endpoint type: Audio
Only or Video.
IP Address/Phone Indicates the IP address or phone number of the
participant’s endpoint.
• For dial-out connection, displays the IP
address or phone number of the endpoint
called by the Polycom RMX 1500/2000/4000.
• For dial-in connection, displays the
participant’s IP address or phone number
used to identify and route the participant to
the appropriate conference.
3-22
Alias Name/SIP
Address (IP Only)
Network The networ k communication protocol used by the
Dialing Direction Dial-in – The participant dials in to the
Encryption Displays whether the endpoint uses encryption for
Displays the alias name of an H.323 endpoint or
the SIP URL.
endpoint to connect to the conference: H.323, SIP
or ISDN/PSTN.
conference
Dial-out – The RMX dials out to the
participant
its media.
The default setting is Auto, indicating that the
endpoint must connect according to the
conference’s encryption setting.
Note: The H.320 protocol (ISDN/PSTN) does not
support encryption.
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