Polycom DOC2702A, RMX 1500 User Manual

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Polycom Document Title 1

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Version 7.8 | November 2012 | DOC2702A

Polycom® RealPresence® Collaboration Server (RMX) 1500/2000/4000 Administrator’s Guide

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Trademark Information

POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other countries.

All other trademarks are the property of their respective owners.

Patent Information

The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.

This software has not achieved UC APL certification.

This document provides the latest information for security-conscious users running Version 7.8 software. The information in this document is not intended to imply that DoD or DISA certifies Polycom RMX systems.

For regulatory notices see individual Polycom® RealPresence® Collaboration Server (RMX®) 1500/2000/4000 Hardware Guides.

Polycom, Inc. 6001 America Center Drive San Jose CA 95002 USA

No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format.

As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).

Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible for printing or clerical errors. Information in this document is subject to change without notice.

Table of Contents

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

About the RMX Administrator’s Guide ..............................................................................1-1

Who Should Read This Guide? ....................................................................................1-2

Prerequisites ............................................................................................................1-2

How This Guide is Organized ......................................................................................1-2

About the Polycom RMX System ......................................................................................... 1-3

IP and ISDN Network Guidelines ...............................................................................1-4

IP Networks .............................................................................................................1-4

ISDN Networks .......................................................................................................1-4

Card Configuration Modes ...........................................................................................1-4

Viewing the Card Configuration Mode ..............................................................1-4

Feature Support with MPMx Cards Only ........................................................... 1-5

Workstation Requirements ...................................................................................................1-8

Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Conferencing Modes ..............................................................................................................2-1

AVC Conferencing - Video Session Types .........................................................................2-2

Continuous Presence (CP) Conferencing ....................................................................2-2

Video Protocol Support in CP Conferences ........................................................2-4

Video Switching (VSW) Conferencing ........................................................................2-4

Guidelines ................................................................................................................2-5

Line Rates for CP and VSW ..........................................................................................2-6

AVC Conferencing Parameters ....................................................................................2-7

Basic Conferencing Parameters ............................................................................2-7

Supplemental Conferencing Features .................................................................2-8

TIP Support .............................................................................................................2-9

Operator Conferences (CP only Conferences) ...................................................2-9

Default Profile Settings in CP Conferencing Mode .................................................2-10

SVC-based Conferencing ..................................................................................................... 2-12

Guidelines ......................................................................................................................2-13

MCU Supported Resolutions for SVC Conferencing ......................................2-15

Viewing Profiles ................................................................................................................... 2-16

Profile Toolbar ..............................................................................................................2-17

Modifying an Existing Profile .............................................................................................2-17

Deleting a Conference Profile ............................................................................................. 2-18

Defining New Profiles ......................................................................................................... 2-18

Defining AVC Conferencing Profiles ........................................................................2-19

Defining a Video Switching Conference Profile ......................................................2-50

H.264 High Profile Support in Video Switching Conferences ....................... 2-53

Minimum Threshold Line Rate System Flags ..................................................2-54

Defining SVC Conferencing Profiles .........................................................................2-55

CP Conferencing Additional Information ........................................................................2-61

Overlay Layouts ...........................................................................................................2-61

Guidelines ..............................................................................................................2-61

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Site Names Definition ..................................................................................................2-64

Guidelines ..............................................................................................................2-64

Site Names Display Position ...............................................................................2-65

Message Overlay for Text Messaging ........................................................................2-67

Guidelines ..............................................................................................................2-67

Chinese Font Types ......................................................................................................2-69

Exporting and Importing Conference Profiles .................................................................2-70

Guidelines ......................................................................................................................2-70

Exporting Conference Profiles ....................................................................................2-70

Exporting All Conference Profiles from an MCU ............................................2-70

Exporting Selected Conference Profiles .............................................................2-71

Importing Conference Profiles ....................................................................................2-72

Video Protocols and Resolution Configuration for CP Conferencing . . . . . .3-1

Video Resolutions in AVC-based CP Conferencing ..........................................................3-1

Video Display with CIF, SD and HD Video Connections ................................3-2

H.264 High Profile Support in CP Conferences .........................................................3-2

Guidelines ................................................................................................................3-2

CP Conferencing with H.263 4CIF ...............................................................................3-3

H.263 4CIF Guidelines ...........................................................................................3-4

The CP Resolution Decision Matrix .....................................................................................3-4

H.264 Base Profile Decision Matrix ..............................................................................3-5

H.264 High Profile Decision Matrices (MPMx) ..........................................................3-9

H.264 Base Profile and High Profile Comparison ....................................................3-10

Default Minimum Threshold Line Rates and Resource Usage Summary ...........3-12

Resolution Configuration for CP Conferences .................................................................3-13

Accessing the Resolution Configuration Dialog Box ...............................................3-13

Modifying the Resolution Configuration in MPM or MPM+ Card

Configuration Mode .....................................................................................................3-14

Maximum CP Resolution Pane ...........................................................................3-14

Resolution Configuration Pane ...........................................................................3-15

Sharpness / Motion Resolution Slider Panes ...................................................3-16

Modifying the Resolution Configuration in MPMx Card Configuration

Mode ...............................................................................................................................3-17

Resolution Configuration - Basic ........................................................................3-17

Resolution Configuration Pane ...........................................................................3-18

Resolution Configuration - Detailed ..................................................................3-18

Base Profile / High Profile Resolution Slider Panes ........................................3-19

Flag Settings ...................................................................................................................3-19

Setting the Maximum CP Resolution for Conferencing .................................3-19

Minimum Frame Rate Threshold for SD Resolution .......................................3-20

H.264 High Profile System Flags (Version 7.0.1 only) .....................................3-20

Additional Video Resolutions in MPM+/MPMx Card Configuration Mode .............3-21

w448p Resolution ..........................................................................................................3-21

Guidelines ..............................................................................................................3-21

Content ...................................................................................................................3-23

Packet Loss Compensation ..................................................................................3-23

Enabling Support of the w448p Resolution ......................................................3-23

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RMX System Flag Settings ..................................................................................3-23

RMX Profile Setting ..............................................................................................3-24

Additional Intermediate Video Resolutions .............................................................3-24

Microsoft RTV Video Protocol Support in CP Conferences ...........................................3-24

Guidelines ..............................................................................................................3-24

Participant Settings ......................................................................................................3-26

Monitoring RTV ............................................................................................................3-27

Controlling Resource Allocations for Lync Clients Using RTV Video

Protocol ..........................................................................................................................3-27

Threshold HD Flag Settings using the RTV Video Protocol ..........................3-29

Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

H.239 / People+Content ........................................................................................................ 4-2

H.239 ................................................................................................................................. 4-2

People+Content ..............................................................................................................4-2

Guidelines ................................................................................................................4-2

SIP BFCP Content Capabilities .....................................................................................4-3

Defining Content Sharing Parameters for a Conference .......................................... 4-5

Content Settings ..............................................................................................................4-7

AVC Only Content Setting ....................................................................................4-7

SVC Only Content Setting .....................................................................................4-8

Content Protocols ...........................................................................................................4-8

H.263 & H.264 Auto Selection (AVC Default Setting) ......................................4-8

H.263 (AVC Only Conferences) ............................................................................4-9

H.264 HD (AVC Only Conferences) ....................................................................4-9

H.264 Cascade and SVC Optimized ..................................................................4-11

Selecting a Customized Content Rate in AVC Conferences ..................................4-14

Modifying the Threshold Line Rate for HD Resolution Content .......................... 4-16

Sending Content to Legacy Endpoints (AVC Only) ................................................4-17

Guidelines for Sending Content to Legacy Endpoints ....................................4-17

Enabling the Send Content to Legacy Endpoints Option ...............................4-19

Exclusive Content Mode ..............................................................................................4-21

Guidelines .............................................................................................................4-21

Stopping a Content Session .........................................................................................4-23

Content Broadcast Control ..........................................................................................4-23

Giving and Cancelling Token Ownership ........................................................ 4-24

Managing Noisy Content Connections .....................................................................4-25

Content Display Flags ..........................................................................................4-25

Forcing Other Content Capabilities ........................................................................... 4-26

Video Preview .......................................................................................................................4-26

Video Preview Guidelines ........................................................................................... 4-26

Workstation Requirements .........................................................................................4-27

Testing your Workstation ....................................................................................4-27

Previewing the Participant Video ..............................................................................4-29

Gathering Phase .................................................................................................................... 4-30

Gathering Phase Guidelines .......................................................................................4-31

Gathering Phase Duration ................................................................................... 4-32

Enabling the Gathering Phase Display ..............................................................4-32

Auto Scan and Customized Polling in Video Layout .....................................................4-33

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Guidelines ......................................................................................................................4-33

Enabling Auto Scan and Customized Polling ..........................................................4-33

Auto Scan ...............................................................................................................4-33

Customized Polling ..............................................................................................4-34

Audio Algorithm Support ...................................................................................................4-35

Guidelines ......................................................................................................................4-36

SIP Encryption .......................................................................................................4-36

Mono .......................................................................................................................4-36

Stereo ......................................................................................................................4-37

Audio algorithms supported for ISDN ......................................................................4-38

Monitoring Participant Audio Properties .................................................................4-39

Media Encryption (AVC Only) ...........................................................................................4-40

Media Encryption Guidelines .....................................................................................4-40

Mixing Encrypted and Non-encrypted Endpoints in one Conference .........4-41

Direct Connection to the Conference .................................................................4-42

Connection to the Entry Queue ..........................................................................4-43

Moving from the Entry Queue to Conferences or Between Conferences .....4-44

Recording Link Encryption .................................................................................4-45

Encryption Flag Settings ..............................................................................................4-46

Enabling Encryption in the Profile .............................................................................4-47

Enabling Encryption at the Participant Level ...........................................................4-47

Monitoring the Encryption Status ..............................................................................4-49

Packet Loss Compensation (LPR and DBA) .....................................................................4-50

Packet Loss .....................................................................................................................4-50

Causes of Packet Loss ...........................................................................................4-50

Effects of Packet Loss on Conferences ...............................................................4-50

Lost Packet Recovery ....................................................................................................4-50

Lost Packet Recovery Guidelines .......................................................................4-50

Enabling Lost Packet Recovery ...........................................................................4-51

Monitoring Lost Packet Recovery ..............................................................................4-51

Network Quality Indication (AVC Only) ..........................................................................4-52

Guidelines ......................................................................................................................4-53

Network Quality ...........................................................................................................4-53

Indication Threshold Values ...............................................................................4-53

Customizing Network Quality Indicator Display ...................................................4-54

Telepresence Mode (AVC Only) .........................................................................................4-55

RMX Telepresence Mode Guidelines .........................................................................4-56

System Level ..........................................................................................................4-56

Conference Level ...................................................................................................4-56

Room (Participant/Endpoint) Level ..................................................................4-56

Automatic Detection of Immersive Telepresence (ITP) Sites .........................4-56

Horizontal Striping ...............................................................................................4-57

Cropping ................................................................................................................4-57

Video Fade in Telepresence conferences ...........................................................4-57

Gathering Phase with ITP Room Systems .........................................................4-58

Aspect ratio for standard endpoints ..................................................................4-58

Skins and Frames ..................................................................................................4-58

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RPX and TPX Video Layouts ...................................................................................... 4-58

Enabling Telepresence Mode ......................................................................................4-60

Conference Level .................................................................................................. 4-60

Multiple Cascade Links ............................................................................................... 4-62

Guidelines ..............................................................................................................4-62

Enabling and Using Multiple Cascade Links ........................................................... 4-63

Creating a Link Participant .........................................................................................4-66

Link Participant in the Dial Out RMX ...............................................................4-66

Participant Link in the Dial In RMX ..................................................................4-68

Disconnection Causes ..........................................................................................4-68

Monitoring Telepresence Mode .................................................................................4-70

Monitoring Ongoing Conferences .....................................................................4-70

Monitoring Participant Properties .....................................................................4-71

Monitoring Multiple Cascade Links ..........................................................................4-71

Disconnection Causes ..........................................................................................4-71

Lecture Mode (AVC Only) ..................................................................................................4-73

Enabling Lecture Mode ...............................................................................................4-73

Selecting the Conference Lecturer ......................................................................4-73

Enabling the Automatic Switching ....................................................................4-75

Lecture Mode Monitoring ...........................................................................................4-75

Restricting Content Broadcast to Lecturer ................................................................4-77

Muting Participants Except the Lecturer .................................................................. 4-78

Guidelines ..............................................................................................................4-78

Enabling the Mute Participants Except Lecturer Option ................................4-79

Permanent Conference ........................................................................................................4-80

Guidelines ......................................................................................................................4-80

Enabling a Permanent Conference .............................................................................4-80

Closed Captions (AVC Only) .............................................................................................4-81

Closed Captions Guidelines ........................................................................................4-81

Enabling Closed Captions ...........................................................................................4-81

Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Video Layout in Cascading conferences .....................................................................5-1

Guidelines ................................................................................................................5-2

Flags controlling Cascade Layouts ......................................................................5-2

DTMF Forwarding .................................................................................................5-3

Play Tone Upon Cascading Link Connection ....................................................5-3

Basic Cascading ......................................................................................................................5-4

Basic Cascading using IP Cascaded Link .................................................................... 5-4

Dialing Directly to a Conference ..........................................................................5-5

Dialing to an Entry Queue ....................................................................................5-5

Automatic Identification of the Cascading Link ................................................5-5

Basic Cascading using ISDN Cascaded Link .............................................................5-5

Network Topologies Enabling H.239 Content Over ISDN Cascaded

Links .........................................................................................................................5-5

Guidelines ................................................................................................................5-6

Gateway to Gateway Calls via ISDN Cascading Link ......................................5-7

Gateway to MCU Calls via ISDN Cascading Link ............................................5-8

MCU to MCU Calls via ISDN Cascading Link ..................................................5-8

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RMX Configuration Enabling ISDN Cascading Links ......................................5-9

Suppression of DTMF Forwarding ....................................................................5-13

Star Cascading Topology .....................................................................................................5-14

Master-Slave Cascading ...............................................................................................5-14

Cascading via Entry Queue .........................................................................................5-20

Enabling Cascading ..............................................................................................5-21

Creating the Cascade-enabled Entry Queue .....................................................5-21

Creating the Dial-out Cascaded Link .................................................................5-22

Enabling Cascaded Conferences without Password .......................................5-24

Monitoring Star Cascaded Conferences ....................................................................5-25

Creating the Dial-out Link from a Conference Running on the MGC to the

Conference Running on the RMX ...............................................................................5-25

Cascading Conferences - H.239-enabled MIH Topology ................................................5-26

MIH Cascading Levels .........................................................................................5-27

Cascading Topologies ..........................................................................................5-27

MIH Cascading Guidelines in CP Licensing ....................................................5-28

Video Layout in Cascading CP Conferences ....................................................5-30

MGC to RMX Cascading ......................................................................................5-32

Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-1

Meeting Rooms List ................................................................................................................6-2

Meeting Room Toolbar & Right-click Menu ...............................................................6-4

Creating a New Meeting Room ............................................................................................6-4

Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . .7-1

Entry Queues ...........................................................................................................................7-1

Defining a New Entry Queue ........................................................................................7-3

Listing Entry Queues ......................................................................................................7-6

Modifying the EQ Properties ........................................................................................7-6

Transit Entry Queue .......................................................................................................7-6

Setting a Transit Entry Queue ...............................................................................7-6

IVR Provider Entry Queue (Shared Number Dialing) ..............................................7-7

Call Flow ..................................................................................................................7-7

Guidelines ................................................................................................................7-7

RMX Configuration ................................................................................................7-8

SIP Factories .............................................................................................................................7-9

Creating SIP Factories ....................................................................................................7-9

SIP Registration & Presence for Entry Queues and SIP Factories .................................7-11

Guidelines ..............................................................................................................7-11

Monitoring Registration Status ...................................................................................7-11

Ad Hoc Conferencing ...........................................................................................................7-12

Gateway to Polycom® Distributed Media Application™ (DMA™) 7000 ...........7-12

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-1

Viewing the Address Book ....................................................................................................8-2

Displaying and Hiding the Group Members in the Navigation Pane ....................8-3

Participants List Pane Information ...............................................................................8-3

Displaying and Hiding the Address Book ..................................................................8-4

Adding Participants from the Address Book to Conferences ..........................................8-5

Adding Individual Participants from the Address Book to Conferences ..............8-5

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Adding a Group from the Address Book to Conferences ........................................8-5

Participant Groups .................................................................................................................8-6

Managing Groups in the Address Book ......................................................................8-6

Managing the Address Book ................................................................................................8-7

Guidelines ........................................................................................................................8-7

Adding a Participant to the Address Book ................................................................. 8-7

Adding a new participant to the Address Book Directly ......................................... 8-8

Adding a Participant from an Ongoing Conference to the Address Book ..........8-13

Modifying Participants in the Address Book ...........................................................8-14

Deleting Participants from the Address Book .......................................................... 8-15

Copying or Moving a Participant ..............................................................................8-16

Searching the Address Book .......................................................................................8-17

Filtering the Address Book .........................................................................................8-18

Filtering Address Book Data Using a Predefined Pattern ..............................8-18

Filtering Address Book Data Using a Custom Pattern ...................................8-19

Clearing the Filter ................................................................................................. 8-20

Obtaining the Display Name from the Address Book .................................................... 8-21

Guidelines ......................................................................................................................8-21

Enabling and Disabling the Obtain Display Name from Address Book

Feature ............................................................................................................................ 8-21

Importing and Exporting Address Books .........................................................................8-22

Exporting an Address Book ........................................................................................8-22

Importing an Address Book ........................................................................................8-22

Upgrading and Downgrading Considerations ................................................................8-23

Integrating the Polycom CMA™ Address Book with the RMX ....................................8-23

Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Guidelines ........................................................................................................................9-1

System ......................................................................................................................9-1

Resources .................................................................................................................9-1

Reservations ............................................................................................................9-2

Using the Reservation Calendar ........................................................................................... 9-3

Toolbar Buttons .......................................................................................................9-3

Reservations Views ........................................................................................................9-4

Week View ...............................................................................................................9-4

Day View .................................................................................................................9-4

Today View .............................................................................................................9-5

List View ..................................................................................................................9-5

Changing the Calendar View .......................................................................................9-6

Scheduling Conferences Using the Reservation Calendar ...............................................9-8

Creating a New Reservation .........................................................................................9-8

Managing Reservations .......................................................................................................9-14

Guidelines ......................................................................................................................9-14

Viewing and Modifying Reservations ....................................................................... 9-14

Using the Week and Day views of the Reservations Calendar .....................9-14

Adjusting the Start Times of all Reservations ..........................................................9-16

Deleting Reservations .................................................................................................. 9-17

Searching for Reservations using Quick Search ......................................................9-18

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Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . .10-1

Operator Conferences ..........................................................................................................10-1

Defining the Components Enabling Operator Assistance ......................................10-3

Defining a Conference IVR Service with Operator Assistance Options .......10-3

Defining an Entry Queue IVR Service with Operator Assistance Options ..10-5

Defining a Conference Profile for an Operator Conference ...........................10-6

Defining an Ongoing Operator Conference ....................................................10-11

Saving an Operator Conference to a Template ...............................................10-14

Starting an Operator Conference from a Template ........................................10-15

Monitoring Operator Conferences and Participants Requiring Assistance .......10-16

Requesting Help ..................................................................................................10-16

Participant Alerts List .........................................................................................10-17

Audible Alarms ...................................................................................................................10-18

Using Audible Alarms .......................................................................................10-18

Moving Participants Between Conferences ....................................................................10-18

Moving Participants ...................................................................................................10-19

Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-1

Guidelines ..............................................................................................................11-1

Using Conference Templates ..............................................................................................11-2

Toolbar Buttons .....................................................................................................11-3

Creating a New Conference Template ...............................................................................11-3

Creating a new Conference Template from Scratch ................................................11-3

Saving an Ongoing or AVC-based Operator Conference as a Template ..............11-8

Starting an Ongoing Conference From a Template .........................................................11-9

Starting an Operator Conference from a Template (AVC Conferencing) ..11-10

Scheduling a Reservation From a Conference Template (AVC Conferencing) .........11-11

Deleting a Conference Template ......................................................................................11-13

Exporting and Importing Conference Templates ..........................................................11-13

Exporting Conference Templates .............................................................................11-14

Exporting All Conference Templates from an MCU .....................................11-14

Exporting Selected Conference Templates ......................................................11-15

Importing Conference Templates .............................................................................11-17

Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . .12-1

Setting up the Calendaring Solution ..................................................................................12-2

Calendaring Guidelines ...............................................................................................12-6

Creating and Connecting to a Conference ........................................................................12-8

Creating a Conference ..................................................................................................12-8

Connecting to a Conference ........................................................................................12-9

RMX Standalone Deployment ..........................................................................12-10

RMX and Polycom DMA System Deployment ..............................................12-10

Polycom Solution Support .........................................................................................12-10

Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-1

General Monitoring ..............................................................................................................13-1

Monitoring AVC-based Video Switching Conferences ...........................................13-2

Conference Level Monitoring .............................................................................................13-2

Viewing the Properties of an Ongoing AVC-based Conference ............................13-3

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Viewing the Properties of an Ongoing SVC-based Conference ..........................13-14

Monitoring Operator Conferences and Participants Requiring Assistance ......13-18

Requesting Help .................................................................................................13-18

Request to Speak .................................................................................................13-19

Participant Alerts List ........................................................................................13-20

Participant Level Monitoring ............................................................................................13-21

Displaying Participants Properties ..........................................................................13-21

IP Participant Properties ............................................................................................13-22

Monitoring SIP BFCP Content ..........................................................................13-32

Monitoring ISDN/PSTN Participants .....................................................................13-33

Monitoring Telepresence Participant Properties ...................................................13-38

Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Creating Multiple Virtual Recording Rooms on the RSS ...............................................14-2

Configuring the RMX to Enable Recording ......................................................................14-2

Defining the Recording Link ......................................................................................14-2

Enabling the Recording Features in a Conference IVR Service .............................14-4

Enabling the Recording in the Conference Profile ..................................................14-5

Recording Link Encryption ......................................................................................... 14-7

Recording Link Encryption Flag Setting ...........................................................14-7

Recording Link Settings .......................................................................................14-8

Managing the Recording Process .......................................................................................14-8

Recording Link Layout ................................................................................................14-9

Using the RealPresence Collaboration Server Web Client to Manage the

Recording Process ......................................................................................................14-10

Using DTMF Codes to Manage the Recording Process ........................................14-11

Conference Recording with Codian IP VCR ..................................................................14-11

Users, Connections and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

Users .......................................................................................................................................15-1

User Types .....................................................................................................................15-1

Administrator ........................................................................................................15-1

Administrator Read-only ....................................................................................15-1

Operator .................................................................................................................15-1

Chairperson ...........................................................................................................15-2

Auditor ...................................................................................................................15-2

Machine Account ..................................................................................................15-2

Guidelines ......................................................................................................................15-2

Monitoring .............................................................................................................15-3

Active Directory ....................................................................................................15-3

Listing Users .................................................................................................................. 15-3

Adding a New User .....................................................................................................15-4

Deleting a User .............................................................................................................. 15-5

Changing a User’s Password ...................................................................................... 15-5

Disabling a User ............................................................................................................ 15-6

Enabling a User .............................................................................................................15-6

Renaming a User ..........................................................................................................15-7

Connections ........................................................................................................................... 15-8

Viewing the Connections List ..................................................................................... 15-8

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User and Connection Management in Ultra Secure Mode .............................................15-8

Managing the System Users ........................................................................................15-9

User Types .............................................................................................................15-9

Disabling/Enabling Users ...................................................................................15-9

Renaming Users ....................................................................................................15-9

Disabling Inactive Users ......................................................................................15-9

Managing the User Login Process ............................................................................15-10

Implementing Strong Passwords .....................................................................15-10

Implementing Password Re-Use / History Rules .........................................15-11

Defining Password Aging .................................................................................15-11

Maximum Repeating Characters ......................................................................15-11

Defining Password Change Frequency ...........................................................15-12

Forcing Password Change .................................................................................15-12

Temporary User Lockout ...................................................................................15-12

User Lockout ........................................................................................................15-12

User Login Record ..............................................................................................15-13

Controlling User Sessions ..........................................................................................15-13

Management Sessions per System ....................................................................15-13

Sessions per User ................................................................................................15-14

Connection Timeout ...........................................................................................15-14

Session Timeout ..................................................................................................15-14

Erase Session History After Logout .................................................................15-14

Notes .....................................................................................................................................15-14

Using Notes .................................................................................................................15-14

Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16-1

IP Network Services .............................................................................................................16-1

Management Network (Primary) ...............................................................................16-2

Default IP Service (Conferencing Service) ................................................................16-2

Modifying the Management Network .......................................................................16-3

Modifying the Default IP Network Service ............................................................16-11

Ethernet Settings .........................................................................................................16-24

IP Network Monitoring .............................................................................................16-27

Using IPv6 Networking Addresses for RMX Internal and External Entities .....16-32

RMX Internal Addresses ....................................................................................16-32

External Entities ..................................................................................................16-32

IPv6 Guidelines ...........................................................................................................16-32

LAN Redundancy ...............................................................................................................16-32

Configuration Requirements .....................................................................................16-33

Media Redundancy .....................................................................................................16-33

Signaling and Management Redundancy ...............................................................16-35

Hardware Monitor Indications .................................................................................16-36

Network Traffic Control ....................................................................................................16-36

SIP Proxy Failover With Polycom® Distributed Media Application™

(DMA™) 7000 ......................................................................................................................16-37

RealPresence Collaboration Server (RMX) Network Port Usage ................................16-38

ISDN/PSTN Network Services ........................................................................................16-40

Adding/Modifying ISDN/PSTN Network Services .............................................16-41

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Obtaining ISDN/PSTN required information ...............................................16-41

Modifying an ISDN/PSTN Network Service .........................................................16-47

Network Security ................................................................................................................16-48

RealPresence Collaboration Server (RMX) 1500/RealPresence Collaboration

Server (RMX) 4000 ......................................................................................................16-49

RealPresence Collaboration Server (RMX) 2000 ....................................................16-49

Multiple Network Services ...............................................................................................16-49

Guidelines ....................................................................................................................16-50

Resource Allocation and Capacity ...................................................................16-52

First Time Installation and Configuration ..............................................................16-52

Upgrading to Multiple Services ...............................................................................16-53

Gather Network Equipment and Address Information - IP Network Services

Required Information ................................................................................................16-54

RealPresence Collaboration Server (RMX) Hardware Installation .....................16-55

RealPresence Collaboration Server (RMX) 4000 Multiple Services

Configuration ...................................................................................................... 16-55

RealPresence Collaboration Server (RMX) 2000 Multiple Services

Configuration ...................................................................................................... 16-57

RealPresence Collaboration Server (RMX) 1500 Multiple Services

Configuration ...................................................................................................... 16-58

RMX Configuration .................................................................................................... 16-58

System Flags and License Settings ...................................................................16-59

IP Network Service Definition ..........................................................................16-59

Setting a Network Service as Default .............................................................. 16-65

Ethernet Settings ................................................................................................. 16-66

Signaling Host IP Address and MCU Prefix in GK Indications ..................16-66

Video/Voice Port Configuration and Resolution Configuration ................16-66

Conference Profile ..............................................................................................16-67

Gateway Profiles .................................................................................................16-68

Hardware Monitor .....................................................................................................16-68

Signaling Monitor .......................................................................................................16-69

Conferencing ...............................................................................................................16-69

Defining Dial Out Participants .........................................................................16-69

Reserving Video Resources for a Conference .................................................16-70

Monitoring Conferences ....................................................................................16-70

Resource Report ..........................................................................................................16-71

Port Gauge Indications ......................................................................................16-71

NAT (Network Address Translation) Traversal ............................................................16-72

Deployment Architectures ................................................................................................16-72

Remote Connection Using the Internet ...................................................................16-72

Business to Business Connections ............................................................................16-73

FW (Firewall) NAT Keep Alive ................................................................................16-74

System Configuration in SBC environments ..................................................16-74

IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

IVR Services List ...................................................................................................................17-1

IVR Services Toolbar ....................................................................................................17-2

Adding Languages ...............................................................................................................17-3

Uploading a Message File to the RMX ......................................................................17-4

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Defining a New Conference IVR Service ..........................................................................17-6

Defining a New Conference IVR Service ..................................................................17-6

Entry Queue IVR Service ...................................................................................................17-21

Defining a New Entry Queue IVR Service ..............................................................17-21

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

Service ...........................................................................................................................17-26

Modifying the Conference or Entry Queue IVR Service Properties ....................17-27

Replacing the Music File ....................................................................................................17-27

Adding a Music File ...........................................................................................17-27

Creating Audio Prompts and Video Slides .....................................................................17-28

Recording an Audio Message ...................................................................................17-28

Creating a Welcome Video Slide ..............................................................................17-32

Inviting Participants using DTMF ....................................................................................17-33

Invite Call Flow ...........................................................................................................17-33

Entering Additional DTMF Codes ...................................................................17-33

Error Handling ....................................................................................................17-33

Guidelines ....................................................................................................................17-34

Enabling the Invite Participants using DTMF Option ...........................................17-34

Disabling the Invite Participant Option ..................................................................17-37

Default IVR Prompts and Messages ................................................................................17-37

Volume Control of IVR Messages, Music and Roll Call ...............................................17-40

The Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18-1

The CDR File ..........................................................................................................................18-1

CDR File Formats ..........................................................................................................18-1

Multi-Part CDR Files ....................................................................................................18-3

Guidelines ..............................................................................................................18-3

CDR File Contents ........................................................................................................18-3

Viewing, Retrieving and Archiving Conference Information ........................................18-4

Viewing the Conference Records ...............................................................................18-4

Multi-part CDR File display ................................................................................18-5

Refreshing the CDR List ..............................................................................................18-6

Retrieving and Archiving Conference CDR Records ..............................................18-6

Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19-1

Gateway Functionality .........................................................................................................19-1

Call Flows ...............................................................................................................................19-2

IP Participants ...............................................................................................................19-2

Direct Dialing ........................................................................................................19-2

Gateway IVR ..........................................................................................................19-5

Direct IP Dialing ............................................................................................................19-6

Dial-out Calls .........................................................................................................19-6

Dial-in Calls ...........................................................................................................19-7

Enabling or Disabling Direct IP Dialing ............................................................19-8

ISDN Participants .........................................................................................................19-8

Gateway IVR ..........................................................................................................19-8

Direct Dial-in to Endpoints or DMA VMR using Automatically

Generated Destination Numbers ........................................................................19-9

Interoperability with CMA ................................................................................19-10

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Gateway Redial or Redialing Gateway Calls .........................................................19-11

Guidelines ............................................................................................................19-11

Redial on Wrong Number .........................................................................................19-11

Wrong Destination Number .............................................................................19-11

Wrong Destination Number Time-out ............................................................19-12

Disconnect on Busy ....................................................................................................19-12

Disconnect on No Answer ........................................................................................19-12

Disconnect on Wrong Number .................................................................................19-13

New IVR Messages .....................................................................................................19-13

Configuring the Gateway Components on the RMX ....................................................19-13

Defining the IVR Service for Gateway Calls ..........................................................19-14

Defining the Conference Profile for Gateway Calls ..............................................19-17

Defining the Gateway Profile ...................................................................................19-18

System Configuration ................................................................................................ 19-21

Displaying the Connection Information .........................................................19-21

Enabling PSTN dial-in using GK prefix ..........................................................19-21

Monitoring Ongoing Gateway Sessions .........................................................................19-22

Connection Indications ..............................................................................................19-22

Gateway Session Parameters ....................................................................................19-23

Connected Participant Parameters ........................................................................... 19-23

Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room ....19-23

Dialing to Polycom® DMA™ 7000 ..................................................................................19-25

Calling a DMA Direct with Automatically Generated Destination Dial

Strings ...........................................................................................................................19-26

Calling the DMA via Gateway IVR .........................................................................19-26

Manual Dial String Entry ..........................................................................................19-27

Automatic Dial String Generation ........................................................................... 19-27

PSTN Dial-in Using GK Prefix ..........................................................................19-28

Deploying a Polycom RMX™ Serial Gateway S4GW ................................................... 19-29

RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-1

Accessing the RMX Manager Directly ..............................................................................20-1

Installing the RMX Manager ...............................................................................................20-2

Starting the RMX Manager Application ...........................................................................20-4

Connecting to the MCU ...............................................................................................20-5

RMX Manager Main Screen ........................................................................................ 20-7

MCUs Pane ............................................................................................................20-7

Conferences Pane .................................................................................................. 20-9

RMX Management ................................................................................................20-9

List Pane ...............................................................................................................20-10

Status Bar .............................................................................................................20-10

Address Book ......................................................................................................20-11

Conference Templates ........................................................................................20-11

Adding MCUs to the MCUs List ......................................................................................20-12

Starting a Conference .........................................................................................................20-13

Starting a Conference from the Conferences Pane ................................................20-14

Starting a Reservation ................................................................................................20-15

Starting an Ongoing Conference or Reservation From a Template ....................20-16

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Monitoring Conferences ....................................................................................................20-16

Grouping the Participants by MCU .........................................................................20-17

Start Monitoring/Stop Monitoring ..........................................................................20-18

Modifying the MCU Properties ........................................................................................20-19

Disconnecting an MCU ......................................................................................................20-19

Removing an MCU from the MCUs Pane .......................................................................20-20

Changing the RMX Manager Language ..........................................................................20-20

Import/Export RMX Manager Configuration ................................................................20-21

Installing RMX Manager for Secure Communication Mode ........................................20-23

Using an Internal Certificate Authority ...................................................................20-27

RealPresence Collaboration Server (RMX) Administration and Utilities . . .21-1

System and Participant Alerts .............................................................................................21-1

System Alerts .................................................................................................................21-2

Participant Alerts ..........................................................................................................21-3

RMX Time ..............................................................................................................................21-4

Guidelines ..............................................................................................................21-4

Altering the clock ..........................................................................................................21-4

Resource Management .........................................................................................................21-6

Resource Capacity ........................................................................................................21-6

Resource Capacity Modes ....................................................................................21-7

Resource Usage .....................................................................................................21-8

Video/Voice Port Configuration ..............................................................................21-10

Flexible Resource Capacity Mode ....................................................................21-10

Fixed Resource Capacity ....................................................................................21-10

Configuring the Video/Voice Resources in MPM Mode ............................21-11

Configuring the Video/Voice Resources in MPM+ and MPMx Mode ......21-11

Flexible Resource Capacity ................................................................................21-12

Fixed Resource Capacity (for AVC-based Conferencing) .............................21-12

Forcing Video Resource Allocation to CIF Resolution ..................................21-15

Resource Report ..........................................................................................................21-16

Displaying the Resource Report .......................................................................21-16

Resource Report Display in Flexible Resource Capacity Mode™ ...............21-17

Resource Report in Fixed Resource Capacity Mode™ (AVC-based

Conferencing) ......................................................................................................21-18

ISDN/PSTN .........................................................................................................21-19

RMX Resource Management by CMA and DMA ..................................................21-20

Guidelines ............................................................................................................21-20

Port Usage Threshold .................................................................................................21-21

Setting the Port Usage Threshold .....................................................................21-21

SIP Dial-in Busy Notification ............................................................................21-22

Port Usage Gauges ......................................................................................................21-23

Port Gauges in Flexible/Fixed Capacity Modes ............................................21-23

System Information ............................................................................................................21-24

SNMP (Simple Network Management Protocol) ...........................................................21-27

MIBs (Management Information Base) ....................................................................21-27

Traps .............................................................................................................................21-27

Guidelines ............................................................................................................21-27

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Private MIBs ........................................................................................................21-27

Support for MIB-II Sections ..............................................................................21-27

The Alarm-MIB ...................................................................................................21-28

H.341-MIB (H.341 – H.323) ...............................................................................21-28

Standard MIBs .....................................................................................................21-28

Unified MIB .........................................................................................................21-29

Traps ............................................................................................................................. 21-31

Status Trap ...........................................................................................................21-32

Defining the SNMP Parameters in the RMX ..........................................................21-32

Hot Backup ..........................................................................................................................21-38

Guidelines ....................................................................................................................21-39

Enabling Hot Backup .................................................................................................21-40

Using Hot Backup Triggers .......................................................................................21-40

Guidelines ............................................................................................................21-41

Configuring the Hot Backup Triggers .....................................................................21-41

Modifications to the Master MCU Requiring System Reset ................................21-42

Audible Alarms .................................................................................................................. 21-43

Using Audible Alarms ...............................................................................................21-43

Audible Alarm Permissions ..............................................................................21-43

Stop Repeating Message ....................................................................................21-43

Configuring the Audible Alarms .............................................................................21-44

User Customization ............................................................................................21-44

Replacing the Audible Alarm File .................................................................... 21-45

Multilingual Setting ...........................................................................................................21-46

Customizing the Multilingual Setting ..................................................................... 21-46

Banner Display and Customization ................................................................................. 21-46

Guidelines ............................................................................................................21-47

Non-Modifiable Banner Text .................................................................................... 21-47

Sample 1 Banner .................................................................................................21-47

Sample 2 Banner .................................................................................................21-48

Sample 3 Banner .................................................................................................21-48

Sample 4 Banner .................................................................................................21-48

Customizing Banners .................................................................................................21-49

Banner Display ............................................................................................................21-50

Main Screen Banner ............................................................................................21-51

Software Management .......................................................................................................21-51

Backup and Restore Guidelines ...............................................................................21-51

Using Software Management ...........................................................................21-52

Ping RMX .............................................................................................................................21-53

Guidelines ....................................................................................................................21-53

Using Ping ...................................................................................................................21-53

Notification Settings ........................................................................................................... 21-54

Logger Diagnostic Files .....................................................................................................21-55

Information Collector .........................................................................................................21-57

Standard Security Mode ............................................................................................21-57

Ultra Secure Mode ......................................................................................................21-58

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Network Intrusion Detection System (NIDS) .................................................21-58

Using the Information Collector ...............................................................................21-58

Step 1: Creating the Information Collector Compressed File ...............................21-59

Step 2: Saving the Compressed File .........................................................................21-60

Step 3: Viewing the Compressed File ......................................................................21-60

Auditor .................................................................................................................................21-60

Auditor Files ................................................................................................................21-61

Auditor Event History File Storage ..................................................................21-61

Retrieving Auditor Files .....................................................................................21-61

Auditor File Viewer ....................................................................................................21-62

Audit Events ................................................................................................................21-65

Alerts and Faults .................................................................................................21-65

Transactions .........................................................................................................21-66

ActiveX Bypass ....................................................................................................................21-68

Installing ActiveX .......................................................................................................21-68

Resetting the RMX ..............................................................................................................21-69

Restore Factory Defaults ....................................................................................................21-70

Standard Restore .................................................................................................21-70

Comprehensive Restore .....................................................................................21-70

Restoring Factory Defaults ........................................................................................21-70

System Configuration Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22-1

Modifying System Flags ......................................................................................................22-1

Manually Adding and Deleting System Flags ........................................................22-18

Manually Adding Flags to the CS_MODULE_PARAMETERS Tab ...........22-39

Deleting a Flag .....................................................................................................22-40

Auto Layout Configuration .......................................................................................22-41

Customizing the Default Auto Layout ............................................................22-41

LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values ............................22-43

CS_ENABLE_EPC Flag ..............................................................................................22-45

Automatic Password Generation Flags ...................................................................22-45

Guidelines ............................................................................................................22-45

Enabling the Automatic Generation of Passwords ........................................22-46

Flags Specific to Maximum Security Environments - Ultra Secure Mode .........22-48

Ultra Secure Mode Flag ......................................................................................22-48

Guidelines ............................................................................................................22-48

ULTRA_SECURE_MODE System Flag Descriptions ....................................22-51

RMX Hardware Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23-1

Viewing the Status of the Hardware Components ..........................................................23-1

HW Monitor Pane Tool bar .................................................................................23-2

Viewing the Properties of RealPresence Collaboration Server (RMX) 1500

Hardware Components .......................................................................................................23-3

Viewing the Properties of RealPresence Collaboration Server (RMX) 2000

Hardware Components .......................................................................................................23-9

Viewing the Properties of RealPresence Collaboration Server (RMX) 4000

Hardware Components .....................................................................................................23-15

Diagnostic Mode (RMX 1500/2000/4000) ......................................................................23-21

Performing Basic Mode Diagnostics ........................................................................23-22

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Performing Advanced Mode Diagnostics .............................................................. 23-27

Diagnostics Monitoring .............................................................................................23-31

MCU Monitor ......................................................................................................23-31

Cards Monitor .....................................................................................................23-32

Error Buffer .......................................................................................................... 23-33

Temperature Thresholds ...........................................................................................23-34

RMX RTM-IP 1500/RTM-IP/RTM IP 4000 Card Properties .......................23-35

CNTL Card Properties .......................................................................................23-35

MPM+ Card Properties ......................................................................................23-37

MPMx Card Properties ......................................................................................23-38

Appendix A - Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

IP Disconnection Causes ......................................................................................................A-1

ISDN Disconnection Causes ................................................................................................A-7

Appendix B - Alarms and Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Alarms ..............................................................................................................................B-1

Appendix C - CDR Fields - Unformatted File . . . . . . . . . . . . . . . . . . . . . . . . . C-1

The Conference Summary Record ...................................................................................... C-2

Event Records ........................................................................................................................ C-3

Standard Event Record Fields ..................................................................................... C-3

Event Types ....................................................................................................................C-4

Event Specific Fields ................................................................................................... C-10

Disconnection Cause Values .............................................................................................. C-39

MGC Manager Events that are not Supported by the MCU .........................................C-42

Appendix D - Ad Hoc Conferencing and External Database

Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1

Ad Hoc Conferencing without Authentication ................................................................D-1

Ad Hoc Conferencing with Authentication ......................................................................D-2

Entry Queue Level - Conference Initiation Validation with an External

Database Application ....................................................................................................D-3

Conference Access with External Database Authentication ...........................................D-4

Conference Access Validation - All Participants (Always) .....................................D-5

Conference Access Validation - Chairperson Only (Upon Request) .....................D-6

System Settings for Ad Hoc Conferencing and External Database Authentication ....D-7

Ad Hoc Settings .............................................................................................................D-7

Authentication Settings ................................................................................................D-8

MCU Configuration to Communicate with an External Database

Application .............................................................................................................D-9

Enabling External Database Validation for Starting New Ongoing

Conferences ..........................................................................................................D-10

Enabling External Database Validation for Conferences Access ..................D-10

Appendix E - Participant Properties Advanced Channel Information . . . . . E-1

Appendix F - Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . . F-1

Certificate Configuration and Management ......................................................................F-1

Certificate Template Requirements .............................................................................F-1

Certificate Requirements for Polycom Devices ..........................................................F-2

Configure Certificate Management .............................................................................F-2

Switching to Secure Mode .....................................................................................................F-2

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Purchasing a Certificate ................................................................................................ F-2

Installing the Certificate ................................................................................................ F-4

Creating/Modifying System Flags .............................................................................. F-5

Enabling Secure Communication Mode ..................................................................... F-5

Alternate Management Network ......................................................................... F-6

Ultra Secure Mode ................................................................................................................. F-7

ULTRA_SECURE_MODE System Flag ...................................................................... F-7

Securing an External Database ............................................................................................ F-7

(PKI) Public Key Infrastructure ........................................................................................... F-8

Unique Certificates for all Networked Entities ......................................................... F-8

Offline Certificate Validation ....................................................................................... F-9

Peer Certificates ...................................................................................................... F-9

Self Validation of Certificates ............................................................................... F-9

Certificate Revocation List .................................................................................. F-10

Installing and Using Certificates on the MCU ......................................................... F-10

Default Management Network .................................................................................. F-10

Peer Certificate Validation .................................................................................. F-10

Default IP Network Service ........................................................................................ F-11

Managing Certificates in the Certification Repository ........................................... F-12

Adding Trusted Certificates and CRLs to the Certification Repository ...... F-13

Trusted Certificates ...................................................................................................... F-13

Adding Trusted Certificates ............................................................................... F-13

Personal Certificates (Management and Signaling Certificates) ........................... F-16

CRL (Certificate Revocation List) .............................................................................. F-16

Adding a CRL ....................................................................................................... F-17

Removing a CRL .................................................................................................. F-18

MS Active Directory Integration ....................................................................................... F-18

Directory and Database Options ............................................................................... F-19

Ultra Secure Mode ............................................................................................... F-19

Standard Security Mode ..................................................................................... F-19

Guidelines .....................................................................................................................F-19

Enabling Active Directory Integration ..................................................................... F-20

Restoring the RealPresence® Collaboration Server (RMX®) 1500/2000/4000

Using the USB Port .............................................................................................................. F-22

Appendix G - Configuring Direct Connections to RealPresence

Collaboration Server (RMX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G-1

Management Network (Primary) ........................................................................................G-1

Alternate Management Network ........................................................................................G-1

Configuring the Workstation .......................................................................................G-2

Connecting to the Management Network ..................................................................G-4

Connecting to the Alternate Management Network ................................................G-6

Connecting to the MCU via Modem ...........................................................................G-7

Procedure 1: Install the RMX Manager ...............................................................G-7

Procedure 2: Configure the Modem ....................................................................G-7

Procedure 3: Create a Dial-up Connection .........................................................G-8

Procedure 4: Connect to the MCU .....................................................................G-12

Appendix H - Setting the MCU for Integration Into Microsoft

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Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1

Overview ................................................................................................................................H-1

Conferencing Entities Presence ...................................................................................H-2

Multiple Networks ........................................................................................................H-2

Guidelines .......................................................................................................................H-3

Interactive Connectivity Establishment (ICE) ...........................................................H-4

ICE Guidelines .......................................................................................................H-4

Connecting to the MCU in ICE Environment ...................................................H-4

Dialing Methods ....................................................................................................H-5

Integrating the MCU into the Microsoft Office Communications Server

Environment ...........................................................................................................................H-6

Setting the Matched URI Dialing Method .................................................................H-6

Configuring the Office Communications Server for MCU Systems ..............H-7

Setting the Trusted Host for MCU in the Office Communications Server ...H-7

Setting the Static Route for MCU in the OCS ....................................................H-9

Optional. Setting the Static Route & Trusted Host for MCU in the Load

Balancer Server ....................................................................................................H-10

Configuring the MCU System ...........................................................................H-11

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

Matched URI Method .........................................................................................H-12

Setting the Numerical Dialing Method ....................................................................H-12

Setting the Numerical Dialing for MCU Meeting Rooms .............................H-12

Optional. Removing the MCU from the Host Authorization List ...............H-13

Configuring the MCU as a Routable Gateway ................................................H-14

Establishing a Voice Route to the MCU “Voice” Gateway ...........................H-15

Configuring Office Communicator Users for Enterprise Voice ...................H-18

Starting a Conferencing Call from the MOC ...................................................H-21

Setting Simultaneous Numerical Dialing and Matched URI Routing .................H-21

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

Exporting the Certificate to the MCU Workstation ................................................H-22

Retrieving the Certificate from the OCS to be sent to the MCU

Workstation ..........................................................................................................H-27

Optional. Creating the Certificate Password File (certPassword.txt) ..........H-29

Supporting Remote and Federated Users in Office Communications Server

ICE Environment .........................................................................................................H-30

Creating an Active Directory Account for the MCU ......................................H-30

Enabling the MCU User Account for Office Communication Server ..........H-32

Configure the MCU for ICE dialing ..................................................................H-33

MCU Integration into the Microsoft Lync Server 2010 and Lync Server 2013

Environments .......................................................................................................................H-34

Configuring the Polycom-Microsoft Solution .........................................................H-34

Call Admission Control (CAC) .................................................................................H-34

Guidelines .............................................................................................................H-34

FEC Support .................................................................................................................H-35

Media Over TCP ..........................................................................................................H-35

Network Error Recovery ............................................................................................H-35

SIP Dialog Recovery ....................................................................................................H-35

Configuring the RMX 1500/2000/4000 for Microsoft Integration ...............................H-36

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Modify the MCU Management Network Service to Include the DNS Server ... H-36 Defining a SIP Network Service in the MCU and Installing the Security

Certificate ..................................................................................................................... H-37

The Security Certificate ...................................................................................... H-37

Configuring the MCU IP Network Service ..................................................... H-38

Polycom MCU System Flag Configuration ............................................................. H-46

Enabling the Microsoft Environment ............................................................... H-46

Setting the audio protocol for the Microsoft Client running on a single

core PC .................................................................................................................. H-47

Controlling Resource Allocations for Lync Clients Using the RTV Video

Protocol ................................................................................................................. H-48

HD Frame Rate Flag Settings using the RTV Video Protocol ...................... H-50

Adding Presence to Conferencing Entities in the Buddy List ...................................... H-51

Guidelines .................................................................................................................... H-51

Enabling the Registration of the Conferencing Entities ........................................ H-52

Creating an Active Directory Account for the Conferencing Entity ........... H-52

Enabling the Conferencing Entity User Account for Office

Communication Server or Lync Server ........................................................... H-54

Defining the Microsoft SIP Server in the IP Network Service ...................... H-55

Enabling Registration in the Conference Profile ............................................ H-55

Verifying the MCU Conferencing Entity Routing Name and Profile ......... H-57

Monitoring the Registration Status of a Conferencing Entity in the RealPresence Collaboration Server (RMX) Web Client or RMX Manager

Application .................................................................................................................. H-57

Conferencing Entity List .................................................................................... H-57

Conferencing Entity Properties ......................................................................... H-59

MCU Configuration for CAC Implementation ...................................................... H-60

Enabling CAC Implementation ........................................................................ H-60

Conferencing Behavior ....................................................................................... H-60

Connecting an MCU Meeting Room to a Microsoft AV-MCU Conference ....... H-62

Configuring the MCU for Federated (ICE) Dialing ....................................................... H-63

Monitoring the Connection to the STUN and Relay Servers in the ICE

Environment ................................................................................................................ H-65

Monitoring the Participant Connection in ICE Environment .............................. H-65

Active Alarms and Troubleshooting ................................................................................ H-67

Active Alarms .............................................................................................................. H-67

ICE Active Alarms ...................................................................................................... H-69

Troubleshooting .......................................................................................................... H-70

Known Issues ............................................................................................................... H-71

Polycom Solution Support ......................................................................................... H-71

Appendix I - Polycom Open Collaboration Network (POCN) . . . . . . . . . . . . . I-1

Collaboration With Cisco’s Telepresence Interoperability Protocol (TIP) ..................... I-1

Deployment Architectures .................................................................................................... I-2

Single Company Model - Polycom and Cisco Infrastructure ................................... I-2

Call Flows ......................................................................................................................... I-5

Multipoint call with DMA ..................................................................................... I-5

Multipoint call without DMA ............................................................................... I-6

Company to Company Models Using a Service Provider ........................................ I-7

xx Polycom, Inc

Table of Contents

Model 1 .............................................................................................................................I-8

Call Flow ...........................................................................................................................I-9

Multipoint call via Service Provider - Model 1 ...................................................I-9

Model 2 ...........................................................................................................................I-10

Call Flow .........................................................................................................................I-12

Multipoint call via Service Provider - Model 2 .................................................I-12

Administration .......................................................................................................................I-13

Gatekeepers ....................................................................................................................I-13

Standalone Polycom CMA System as a Gatekeeper ........................................I-13

Standalone Cisco IOS Gatekeeper .......................................................................I-13

Neighbored Cisco IOS and Polycom CMA Gatekeepers .................................I-13

DMA ................................................................................................................................I-13

CUCM .............................................................................................................................I-13

Configuring the Cisco and Polycom Equipment ..............................................................I-14

Cisco Equipment ............................................................................................................I-15

Polycom Equipment ......................................................................................................I-15

Procedure 1: Set the MIN_TIP_COMPATIBILITY_LINE_RATE System

Flag ..........................................................................................................................I-17

Procedure 2: Configuring MCU to statically route outbound SIP calls to

DMA or CUCM ......................................................................................................I-17

Procedure 3: Configuring the MCU’s H.323 Network Service to register

with CMA gatekeeper ...........................................................................................I-18

Procedure 4: Configuring a TIP Enabled Profile on the MCU ........................I-19

Procedure 5: Configuring an Ad Hoc Entry Queue on the MCU if DMA

is not used ...............................................................................................................I-23

Procedure 6: Configuring a Meeting Room on the MCU ................................I-24

Procedure 7: Configuring Participant Properties for dial out calls ................I-24

Collaboration with Microsoft and Cisco ............................................................................I-25

Deployment Architecture .....................................................................................................I-26

Call Flow .........................................................................................................................I-28

Multipoint Calls using DMA ...............................................................................I-28

Administration .......................................................................................................................I-28

DMA ................................................................................................................................I-29

Microsoft Lync Server ...................................................................................................I-29

CUCM .............................................................................................................................I-29

Configuring the Microsoft, Cisco and Polycom Components ........................................I-29

Encryption ..............................................................................................................I-35

Endpoints ................................................................................................................I-36

Content ....................................................................................................................I-37

Operations During Ongoing Conferences .........................................................................I-38

Monitoring ......................................................................................................................I-38

CTS Participants ....................................................................................................I-38

Lync Participants (RTV) .......................................................................................I-39

Known Limitations ........................................................................................................I-41

Appendix J - Restoring Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J-1

USB Restore Defaults ..............................................................................................................J-1

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Polycom RealPresence® Collaboration Server (RMX) 1500, 2000, 4000 Administrator’s Guide

USB Ports on RealPresence Collaboration Server (RMX) 1500/RealPresence Collaboration Server (RMX) 2000/RealPresence Collaboration Server

(RMX) 4000 ....................................................................................................................... J-1

Restore to Factory Security Defaults .................................................................................... J-2

Comprehensive Restore to Factory Defaults ...................................................................... J-3

Comprehensive Restore to Factory Defaults Procedure ........................................... J-3

Procedure A: Backup Configuration Files ........................................................... J-4

Procedure B: Restore to Factory Defaults ............................................................ J-4

Procedure C: Restore the System Configuration From the Backup ................ J-4

Appendix K - SIP RFC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K-1

Appendix L - Homologation for Brazil . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L-1

H.323 & SIP Protocol Flag Options ..................................................................................... L-1

H.323 & SIP Flag Settings ............................................................................................. L-1

Flag name: SIP_TIMERS_SET_INDEX ............................................................... L-1

Flag name: H323_TIMERS_SET_INDEX ............................................................ L-2

Flag name: DISABLE_DUMMY_REGISTRATION .......................................... L-2

xxii Polycom, Inc

Overview

About the RMX Administrator’s Guide

The product names, Polycom® RealPresence® Collaboration Server 1500, 2000, 4000

and RMX

The Polycom® Polycom® RealPresence® Collaboration Server 1500, 2000, 4000 provides instructions for configuring, deploying, and administering Polycom Multipoint Control Units (MCUs) for video conferencing. This guide will help you understand the Polycom video conferencing components, and provides descriptions of all available conferencing features. This guide will help you perform the following tasks:

• Customize the RMX conferencing entities such as conference Profiles, IVR Services,

• Define RMX Users.

• Further customize the RMX Network Settings for ISDN networks, IP networks for Ultra

• Advanced conference Management

• Define Video Protocols and Resolution Configuration for CP Conferencing

• Configure Templates, the Address Book and Schedule Reservations

• Record Conferences

• Configure the RMX to support special call flows and conferencing requirements, such

• Configure the RMX to support Polycom third party and partner environments such as

• Configure the RMX for special applications and needs by setting various system flags.

• Manage and troubleshoot the RMX’s performance.

1500, 2000, 4000 are used interchangeably throughout this document.

Meeting Rooms, Entry Queues, etc., to your organization’s needs.

Secure Mode, and IPv6 environments.

as Cascading Conferences and Gateway Calls.

Microsoft, IBM, Cisco, Avaya, Broadsoft and Siemens.

The RealPresence Collaboration Server (RMX) 1500/2000/4000 Getting Started Guide provides description of basic conferencing operations. It will help you perform the following tasks:

• Unpack the RMX system and install it on a a rack.

• Connect the required cables to the RMX.

• Perform basic configuration procedures.

• Start a new conference and connect participants/endpoints to it.

• Monitor ongoing conferences

• Perform basic operations and monitoring tasks

Polycom, Inc. 1-1

Polycom RealPresence Collaboration Server (RMX) 1500/2000/4000

The RealPresence Collaboration Server (RMX) 1500/2000/4000 Deployment Guide for Maximum Security Environments provides a deployment methodology for system administrators implementing Maximum Security Environments.

Who Should Read This Guide?

System administrators and network engineers should read this guide to learn how to properly set up Polycom RMX systems. This guide describes administration-level tasks.

For detailed description of first time installation and configuration, description of the RMX Web Client, and basic operation of your RMX system, see the RealPresence Collaboration Server (RMX) 1500/2000/4000 Getting Started Guide.

Prerequisites

This guide assumes the user has the following knowledge:

• Familiarity with Windows® XP or Vista® operating systems and interface.

• Familiarity with Microsoft® Internet Explorer® Version 7 or higher.

• Basic knowledge of video conferencing concepts and terminology.

How This Guide is Organized

The following typographic conventions are used in this guide to distinguish types of in-text information.

Table 1-1 Typographic Conventions

Convention Description

Bold Highlights interface items such as menus, soft keys, flag names, and

directories. Also used to represent menu selections and text entry to the phone.

Italics Used to emphasize text, to show example values or inputs, file names and to

show titles of reference documents available from the Polycom Support Web site and other reference sites.

Underlined Blue

Blue Text Used for cross referenced page numbers in the same or other chapters or

<variable name> Indicates a variable for which you must enter information specific to your

Used for URL links to external Web pages or documents. If you click on text in this style, you will be linked to an external document or Web page.

documents. If you click on blue text, you will be taken to the referenced section. Also used for cross references. If you click the italic cross reference text, you will be taken to the referenced section.

installation, endpoint, or network. For example, when you see <IP address>, enter the IP address of the described device.

> Indicates that you need to select an item from a menu. For example,

Administration > System Information indicates that you need to select System Information from the Administration menu.

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About the Polycom RMX System

PSTN Phones

RealPresence Collaboration

Server (RMX) Web Client

PCIP Phone

Endpoints

E1/T1 PRI Lines

RealPresence Collaboration

Server (RMX) 1500/2000/4000

ISDN Endpoints

LAN

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 1500/2000/4000 unit can be controlled via the LAN, the RMX Web Client application, Internet Explorer installed on the user’s workstation, or the RMX Manager application. The RMX Manager can control several RMX units (RealPresence Collaboration Server (RMX) 1500, RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server (RMX) 4000). For more information about the RMX Manager, see "RMX Manager Application” on page 20-1.

Chapter 1-Overview

Figure 1-1 Multipoint Video Conferencing using a RMX 1500/2000/4000

Polycom, Inc.

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Polycom RealPresence Collaboration Server (RMX) 1500/2000/4000

IP and ISDN Network Guidelines

IP Networks

In the RealPresence Collaboration Server (RMX) 1500 and RealPresence Collaboration Server (RMX) 2000, system management and IP conferencing are performed via a single LAN port. The networks can be separated in Maximum Security Environments.

In the RealPresence Collaboration Server (RMX) 4000, system management and IP conferencing are performed via two different LAN ports. The networks can be separated in Maximum Security Environments.

ISDN Networks

RealPresence Collaboration Server (RMX) 1500 supports one ISDN card with up to 4 E1/T1 PRI lines.

RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server (RMX) 4000 support a maximum of two RTM ISDN cards, each providing connection for up to either 7 E1 or 9 T1 PRI lines.

On the RMX 1500/2000/4000, E1 and T1 connections cannot be used simultaneously.

For more detailed information about RMX abilities, see the RealPresence Collaboration Server (RMX) Hardware Guides, Hardware Description, Chapter 1.

Card Configuration Modes

The media card installed in the system determines the Card Configuration Mode. The Card Configuration Mode represents different generations of the media card. Each new generation

provides additional functionality, higher video resolutions and higher resource capacity.

Only one Media Card type can be installed in any RMX, which sets the Card Configuration Mode for that RMX:

• MPM Card Configuration Mode – Supported with MPM cards in all RealPresence Collaboration Server (RMX) 2000 versions prior to Version 7.1.

From Version 7.1, MPM media cards are not supported.

• MPM+ Card Configuration Mode – Supported from Version 4.0, with MPM+ cards installed in the RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server (RMX) 4000.

• MPMx Card Configuration Mode – Supported from Version 7.0, with MPMx cards installed in the RealPresence Collaboration Server (RMX) 1500, RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server (RMX) 4000.

Viewing the Card Configuration Mode

The Card Configuration Mode is determined according to the installed media card.

The Licensing Mode and the Card Configuration Mode for your MCU can be viewed in the System Information dialog box (go to Administration > System Information).

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Chapter 1-Overview

Card Configuration Mode

In the example shown here, the RealPresence Collaboration Server Licensing Mode is CP Licensing, and the Card Configuration Mode is MPMx.

Polycom, Inc.

Feature Support with MPMx Cards Only

Table 1-2 lists the RMX (RMX) features that are only supported with MPMx cards. .

Table 1-2 Features Supported with MPMx Card Configuration Mode Only

Feature Name Description

Scalable Video Coding (SVC)

H.264 High Profile Support The H.264 High Profile improves video quality and can reduce

Support of Symmetric HD Resolutions

w448 Resolution support Improves interoperability with Tandberg MXP 990/3000 endpoints

Scalable Video Coding (SVC) Conferencing, based on the SVC video protocol and SAC audio protocol.

SVC Conferencing offers high resolution video conferencing with low end-to-end latency, improved Error Resiliency and higher system capacities.

bandwidth requirements for video conferencing transmissions by up to 50%. Supported in IP and ISDN calls.

Support of symmetric HD video resolutions HD 1080p30 and HD 720p60.

providing these endpoints the resolution of W448p (768x448 pixels) at 25fps.

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Polycom RealPresence Collaboration Server (RMX) 1500/2000/4000

Table 1-2 Features Supported with MPMx Card Configuration Mode Only

Feature Name Description

Content at HD1080p

Content is supported at HD1080p resolution at 30 fps and 60 fps.

Resolution

HD H.264 Content and H.264 Content for

Enables conference participants to receive higher quality Content in both standard conferences and cascaded conferences.

Cascading links

Site Names Additional controls over the display of site names in the conference

Profile.

Interactive Video Forcing Participants in ongoing conferences can be interactively forced to a

Video Window in the conference layout by using Drag and Drop.

Video Preview H.264 High Profile is supported with Video Preview.

Recording indication A Recording Indication can be displayed to all conference

participants informing them that the conference is being recorded.

Network Quality Indication A Network Quality Indicator is displayed for each participant in the

CP layout indicating the quality of the participants’ video channels.

Auto scan and Customized Polling

A single cell in the conference layout is used to cycle the display of participants that are not in the conference layout. The order of the cyclic display can be predefined.

SirenLPR Prevents audio degradation and maintains high audio (CD) quality if

packet loss occurs.

Speaker Change Threshold The option to configure the amount of time a participant must speak

continuously until becoming the speaker.

Integration with Cisco Telepresence Systems (CTS)

POCN - Collaboration with Microsoft and Cisco in the same environment

Additional Chinese Font Types

The MCU natively inter-operate with Cisco TelePresence Systems and Polycom TelePresence and vide conferencing endpoints, ensuring optimum quality multi-screen, multipoint calls.

The POCN solution, enables Polycom, Microsoft and Cisco users, each within their own environment, to participate in the same conference running on an RMX.

Additional Chinese fonts may be selected for several features when using the RMX in Chinese.

Support of Microsoft Protocols, algorithms and workflows

RTV Video Protocol Microsoft RTV Video protocol is supported.

RTV B-Frame Support The MCU supports Microsoft RTV B-Frame encoder of real-time

video enhancing the viewing experience for Microsoft Lync clients. It delivers a better quality video picture by splitting a video frame into pixel segments or slices and predicting the pixel segments in the next video frame.

Conferencing Entities Presence in Microsoft Office Communications Server Client or Lync Server Client

Registration & Presence enables the OCS or LYNC client users to see the availability status (Available, Busy or Offline) of Meeting Rooms, Entry Queues and SIP Factories and connect to them directly from the buddy list.

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