Polycom RealPresence User Manual

[Type the document title]

Polycom Document Title 1



Version 8.1 | June 2013 | 3725-74605-100

Polycom® RealPresence® Collaboration Server 800s, Virtual Edition Administrator’s Guide



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 8.1 software. The information in this document is not intended to imply that DoD or DISA certifies Polycom RealPresence Collaboration Server systems.

End User License Agreement

Use of this software constitutes acceptance of the terms and conditions of the Polycom® RealPresence® Collaboration Server 800s, Virtual Edition system end-user license agreements (EULA).

The EULA for your version is available on the Polycom Support page for the Polycom® RealPresence® Collaboration Server 800s, Virtual Edition system.

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

RealPresence Collaboration Server 800s Overview . . . . . . . . . . . . . . . . . . . . 1-1

About the RealPresence Collaboration Server 800s 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® RealPresence Collaboration Server 800s System .................................1-3

Network Services Guidelines .......................................................................................1-4

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

Workstation Requirements ...................................................................................................1-4

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

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

Conferencing Capabilities in the Various Conferencing Modes .............................2-2

AVC Conferencing - Video Session Types .........................................................................2-4

Continuous Presence (CP) Conferencing ....................................................................2-4

Video Protocol Support in CP Conferences ........................................................2-5

AVC Conferencing Parameters ....................................................................................2-6

Basic Conferencing Parameters ............................................................................2-6

Supplemental Conferencing Features .................................................................2-7

Default Profile Settings in CP Conferencing Mode ...................................................2-8

SVC-based Conferencing ......................................................................................................2-9

Guidelines ......................................................................................................................2-10

MCU Supported Resolutions for SVC Conferencing ......................................2-12

Default Profile Settings in SVC Only Conferencing Mode .....................................2-12

Mixed CP and SVC Conferencing ...................................................................................... 2-13

Default Profile Settings in Mixed CP and SVC Conferencing Mode .................... 2-14

Viewing Profiles ................................................................................................................... 2-17

Profile Toolbar ..............................................................................................................2-18

Modifying an Existing Profile .............................................................................................2-18

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

Defining New Profiles ......................................................................................................... 2-19

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

Defining SVC Conferencing Profiles .........................................................................2-42

Defining Mixed CP and SVC Conferencing Profiles ...............................................2-51

CP Conferencing Additional Information ........................................................................2-52

Site Names Definition ..................................................................................................2-52

Guidelines ..............................................................................................................2-52

Site Names Display Position ............................................................................... 2-53

Message Overlay for Text Messaging ........................................................................2-55

Guidelines ..............................................................................................................2-55

Exporting and Importing Conference Profiles .................................................................2-56

Guidelines ......................................................................................................................2-56

Exporting Conference Profiles .................................................................................... 2-56

Exporting All Conference Profiles from an MCU ............................................ 2-57

Table of Contents

Polycom, Inc i

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Exporting Selected Conference Profiles .............................................................2-58

Importing Conference Profiles ....................................................................................2-58

Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-1

Content Sharing .....................................................................................................................3-1

H.239 Protocol .................................................................................................................3-1

SIP BFCP Content Capabilities .....................................................................................3-2

Defining Content Sharing Parameters for a Conference ...........................................3-3

Content Sharing Parameters in Content Highest Common (Content Video

Switching) Mode .............................................................................................................3-6

Content Settings ......................................................................................................3-7

Content Protocols ....................................................................................................3-8

Selecting a Customized Content Rate in AVC CP Conferences .....................3-15

Modifying the Threshold Line Rate for HD Resolution Content ..........................3-18

Exclusive Content Mode ..............................................................................................3-19

Guidelines .............................................................................................................3-19

Stopping a Content Session .........................................................................................3-20

Content Broadcast Control ..........................................................................................3-21

Giving and Cancelling Token Ownership (AVC Participants) ......................3-21

Managing Noisy Content Connections .....................................................................3-22

Content Display Flags ..........................................................................................3-22

Forcing Other Content Capabilities ...........................................................................3-23

Video Preview (AVC Only Participants) ...........................................................................3-23

Video Preview Guidelines ...........................................................................................3-23

Workstation Requirements ..........................................................................................3-24

Testing your Workstation ....................................................................................3-24

Previewing the Participant Video ..............................................................................3-26

Auto Scan and Customized Polling in Video Layout (CP Only) ...................................3-27

Guidelines ......................................................................................................................3-27

Enabling Auto Scan and Customized Polling (CP Only) ........................................3-27

Auto Scan ...............................................................................................................3-27

Customized Polling ..............................................................................................3-28

Audio Algorithm Support ...................................................................................................3-29

Guidelines ......................................................................................................................3-29

SIP Encryption .......................................................................................................3-30

Mono .......................................................................................................................3-30

Stereo ......................................................................................................................3-31

Monitoring Participant Audio Properties .................................................................3-31

Media Encryption ................................................................................................................3-32

Media Encryption Guidelines .....................................................................................3-32

Mixing Encrypted and Non-encrypted Endpoints in one Conference .........3-33

Direct Connection to the Conference .................................................................3-34

Connection to the Entry Queue ..........................................................................3-35

Moving from the Entry Queue to Conferences or Between Conferences .....3-36

Recording Link Encryption .................................................................................3-37

Encryption Flag Settings ..............................................................................................3-37

Enabling Encryption in the Profile .............................................................................3-38

Enabling Encryption at the Participant Level ...........................................................3-38

Polycom, Inc

Table of Contents

Monitoring the Encryption Status ..............................................................................3-39

Packet Loss Compensation (LPR and DBA) AVC CP Conferences ..............................3-40

Packet Loss ....................................................................................................................3-40

Causes of Packet Loss ..........................................................................................3-41

Effects of Packet Loss on Conferences ...............................................................3-41

Lost Packet Recovery ................................................................................................... 3-41

Lost Packet Recovery Guidelines .......................................................................3-41

Enabling Lost Packet Recovery .......................................................................... 3-41

Monitoring Lost Packet Recovery .............................................................................. 3-42

Network Quality Indication (AVC Only) .........................................................................3-43

Network Quality Levels ..............................................................................................3-44

Indication Threshold Values ...............................................................................3-44

Guidelines ......................................................................................................................3-44

Customizing Network Quality Icon Display ...........................................................3-45

Lecture Mode (AVC CP Only) ............................................................................................3-46

Enabling Lecture Mode ...............................................................................................3-46

Selecting the Conference Lecturer ......................................................................3-46

Enabling the Automatic Switching .................................................................... 3-49

Lecture Mode Monitoring ........................................................................................... 3-49

Restricting Content Broadcast to Lecturer ................................................................3-51

Muting Participants Except the Lecturer (AVC CP Only) ...................................... 3-52

Guidelines ..............................................................................................................3-52

Enabling the Mute Participants Except Lecturer Option ................................3-53

Permanent Conference ........................................................................................................3-54

Guidelines ......................................................................................................................3-54

Enabling a Permanent Conference ............................................................................. 3-54

Video Protocols and Resolution Configuration for CP Conferencing . . . . . 4-1

Video Resolutions in AVC-based CP Conferencing .........................................................4-1

Video Display with CIF, SD and HD Video Connections ................................4-1

H.264 High Profile Support in CP Conferences ......................................................... 4-2

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

CP Conferencing with H.263 4CIF ...............................................................................4-2

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

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

H.264 Base Profile and High Profile Comparison .....................................................4-4

Default Minimum Threshold Line Rates and Resource Usage Summary ............. 4-6

Resolution Configuration for CP Conferences ...................................................................4-6

Modifying the Resolution Configuration ................................................................... 4-7

Resolution Configuration - Basic .......................................................................... 4-7

Resolution Configuration - Detailed ....................................................................4-8

Base Profile / High Profile Resolution Slider Panes .........................................4-9

Flag Settings ....................................................................................................................4-9

Setting the Maximum CP Resolution for Conferencing .................................. 4-9

Minimum Frame Rate Threshold for SD Resolution ......................................... 4-9

Additional Video Resolutions ............................................................................................4-10

Additional Intermediate Video Resolutions .............................................................4-10

Microsoft RTV Video Protocol Support in CP Conferences ...........................................4-10

Polycom, Inc iii

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Guidelines ..............................................................................................................4-10

Participant Settings .......................................................................................................4-12

Monitoring RTV ............................................................................................................4-13

Controlling Resource Allocations for Lync Clients Using RTV Video Protocol .4-13

Threshold HD Flag Settings using the RTV Video Protocol ..........................4-15

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

Video Layout in Cascading conferences (CP and mixed CP and SVC) ..................5-1

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

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

Basic Cascading .......................................................................................................................5-3

Basic Cascading using IP Cascaded Link ....................................................................5-3

Dialing Directly to a Conference ..........................................................................5-3

Automatic Identification of the Cascading Link ................................................5-4

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 ........................................................................................7-2

Listing Entry Queues ......................................................................................................7-5

Modifying the EQ Properties ........................................................................................7-5

Transit Entry Queue .......................................................................................................7-5

Setting a Transit Entry Queue ...............................................................................7-5

IVR Provider Entry Queue (Shared Number Dialing) ..............................................7-6

Call Flow ..................................................................................................................7-6

Guidelines ................................................................................................................7-6

Collaboration Server Configuration .....................................................................7-7

SIP Factories .............................................................................................................................7-8

Creating SIP Factories ....................................................................................................7-8

SIP Registration & Presence for Entry Queues and SIP Factories .................................7-10

Guidelines ..............................................................................................................7-10

Monitoring Registration Status ...................................................................................7-10

Ad Hoc Conferencing ...........................................................................................................7-11

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

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

Displaying and Hiding the Group Members in the Navigation Pane ....................8-2

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

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

Adding Participants from the Address Book to Conferences ..........................................8-4

Adding Individual Participants from the Address Book to Conferences ..............8-4

Adding a Group from the Address Book to Conferences .........................................8-4

Participant Groups ..................................................................................................................8-5

Managing Groups in the Address Book ......................................................................8-5

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

Guidelines ........................................................................................................................8-6

Polycom, Inc

Table of Contents

Adding a Participant to the Address Book .................................................................8-6

Adding a New participant to the Address Book Directly ........................................8-7

Adding a Participant from an Ongoing Conference to the Address Book .......... 8-12

Modifying Participants in the Address Book ...........................................................8-13

Deleting Participants from the Address Book .......................................................... 8-14

Copying or Moving a Participant .............................................................................. 8-14

Searching the Address Book ....................................................................................... 8-16

Filtering the Address Book .........................................................................................8-16

Filtering Address Book Data Using a Predefined Pattern ..............................8-16

Filtering Address Book Data Using a Custom Pattern ...................................8-17

Clearing the Filter .................................................................................................8-19

Obtaining the Display Name from the Address Book ....................................................8-20

Guidelines ......................................................................................................................8-20

Enabling and Disabling the Obtain Display Name from Address Book

Feature ............................................................................................................................ 8-20

Importing and Exporting Address Books .........................................................................8-21

Exporting an Addre

ss Book ........................................................................................ 8-21

Importing an Address Book ........................................................................................8-21

Integrating the Global Address Book (GAB) of Polycom RealPresence Resource

Manager (XMA) or Polycom CMA™ with the Collaboration Server ........................... 8-22

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

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

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

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

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

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

Toolbar Buttons .......................................................................................................9-4

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

Week View ...............................................................................................................9-5

Day View .................................................................................................................9-5

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

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

Polycom, Inc v

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

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

Starting an Ongoing Operator Conference .......................................................10-8

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

Starting an Operator Conference from a Template ........................................10-11

Monitoring Operator Conferences and Participants Requiring Assistance .......10-12

Requesting Help ..................................................................................................10-12

Participant Alerts List .........................................................................................10-13

Audible Alarms ...................................................................................................................10-14

Using Audible Alarms .......................................................................................10-14

Moving Participants Between Conferences ....................................................................10-14

Moving Participants Options ....................................................................................10-15

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

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

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

Toolbar Buttons .....................................................................................................11-2

Creating a New Conference Template ...............................................................................11-4

Creating a new Conference Template from Scratch ................................................11-4

Saving an Ongoing or AVC-based CP 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 .............................................11-11

Deleting a Conference Template ......................................................................................11-12

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

Exporting Conference Templates .............................................................................11-13

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

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

Importing Conference Templates .............................................................................11-16

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

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

Calendaring Guidelines ...............................................................................................12-7

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

Creating a Conference ..................................................................................................12-9

Connecting to a Conference ......................................................................................12-10

Collaboration Server Standalone Deployment ...............................................12-10

Collaboration Server and Polycom DMA System Deployment ...................12-11

Polycom Solution Support .........................................................................................12-11

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

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

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

Viewing the Properties of an Ongoing AVC CP and Mixed CP and SVC

Conference .....................................................................................................................13-2

Viewing the Properties of an Ongoing SVC-based Conference ...........................13-11

Monitoring Operator Conferences and Participants Requiring Assistance .......13-14

Requesting Help ..................................................................................................13-15

Request to Speak .................................................................................................13-16

Participant Alerts List .........................................................................................13-17

Polycom, Inc

Table of Contents

Participant Level Monitoring ............................................................................................13-18

Displaying Participants Properties ..........................................................................13-18

IP Participant Properties ............................................................................................13-19

Monitoring SIP BFCP Content ..........................................................................13-29

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

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

Configuring the Collaboration Server 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 .......................................................................................14-7

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

Recording Link Layout ................................................................................................ 14-8

Using the Collaboration Server Web Client to Manage the Recording

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

Using DTMF Codes to Manage the Recording Process ........................................ 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 ...........................................................................................................15-1

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

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

Listing Users .................................................................................................................. 15-2

Adding a New User .....................................................................................................15-2

Deleting a User ..............................................................................................................15-3

Changing a User’s Password ......................................................................................15-3

Disabling a User ............................................................................................................ 15-4

Enabling a User .............................................................................................................15-5

Renaming a User ..........................................................................................................15-5

Machine Account ..........................................................................................................15-6

Guidelines ..............................................................................................................15-7

Monitoring .............................................................................................................15-7

Active Directory ....................................................................................................15-7

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

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

Notes ......................................................................................................................................15-9

Using Notes ...................................................................................................................15-9

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

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

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

Default IP Service (Conferencing Service - Media and signaling) ........................ 16-2

Modifying the Management Network ......................................................................16-2

Polycom, Inc vii

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Modifying the Default IP Network Service ..............................................................16-9

IP Network Monitoring .............................................................................................16-19

Ethernet Settings .................................................................................................................16-23

NAT (Network Address Translation) Traversal ............................................................16-25

Deployment Architectures ................................................................................................16-25

Remote Connection Using the Internet ...................................................................16-25

Business to Business Connections ............................................................................16-26

FW (Firewall) NAT Keep Alive ................................................................................16-27

System Configuration in SBC environments ..................................................16-27

SIP Proxy Failover With Polycom® Distributed Media Application™

(DMA™) 7000 ......................................................................................................................16-28

RealPresence Collaboration Server 800s Network Port Usage ....................................16-29

LAN Redundancy ...............................................................................................................16-31

Configuration Requirements .....................................................................................16-31

Signaling and Media Redundancy ...........................................................................16-31

Hardware Monitor Indications .................................................................................16-32

Multiple Network Services ................................................................................................16-33

Guidelines ....................................................................................................................16-33

Resource Allocation and Capacity ...................................................................16-33

First Time Installation and Configuration ...............................................................16-34

Connecting the Cables to the RealPresence Collaboration Server 800s ..............16-35

Collaboration Server Configuration .........................................................................16-35

System Flags and License Settings ...................................................................16-35

IP Network Service Definition ..........................................................................16-35

Setting a Network Service as Default ...............................................................16-40

Signaling Host IP Address and MCU Prefix in GK Indications ..................16-41

Resolution Configuration ..................................................................................16-41

Conference Profile ...............................................................................................16-41

Signaling Monitor .......................................................................................................16-42

Conferencing ...............................................................................................................16-42

Defining AVC Dial Out Participants ................................................................16-42

Monitoring Conferences ....................................................................................16-43

Resource Report ..........................................................................................................16-44

Port Gauge Indications .......................................................................................16-44

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

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

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

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

Uploading a Message File to the Collaboration Server ...........................................17-4

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

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

Change to Chairperson ......................................................................................17-18

Entry Queue IVR Service ...................................................................................................17-19

Defining a New Entry Queue IVR Service ..............................................................17-19

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

Service ...........................................................................................................................17-23

Modifying the Conference or Entry Queue IVR Service Properties ....................17-24

viii

Polycom, Inc

Table of Contents

Replacing the Music File ...................................................................................................17-26

Adding a Music File ...........................................................................................17-26

Creating Audio Prompts and Video Slides ....................................................................17-27

Recording an Audio Message ...................................................................................17-27

Creating a Welcome Video Slide ..............................................................................17-30

Default IVR Prompts and Messages ................................................................................17-31

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

RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Accessing the RMX Manager Directly .............................................................................. 19-1

Installing the RMX Manager ...............................................................................................19-2

Starting the RMX Manager Application ........................................................................... 19-4

Connecting to the MCU ...............................................................................................19-5

RMX Manager Main Screen ........................................................................................ 19-7

MCUs Pane ............................................................................................................19-8

Conferences Pane .................................................................................................. 19-9

Collaboration Server Management ..................................................................19-10

List Pane ...............................................................................................................19-10

Status Bar .............................................................................................................19-10

Address Book ......................................................................................................19-11

Conference Templates ........................................................................................19-11

Adding MCUs to the MCUs List ......................................................................................19-12

Starting a Conference .........................................................................................................19-13

Starting a Conference from the Conferences Pane ................................................19-14

Starting a Reservation ................................................................................................19-15

Starting an Ongoing Conference or Reservation From a Template ....................19-16

Monitoring Conferences .................................................................................................... 19-16

Grouping the Participants by MCU .........................................................................19-17

Start Monitoring/Stop Monitoring ..........................................................................19-18

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

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

Removing an MCU from the MCUs Pane ......................................................................19-20

Changing the RMX Manager Language .........................................................................19-20

Import/Export RMX Manager Configuration ...............................................................19-21

MCU Administration and Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-1

System and Participant Alerts ............................................................................................ 20-1

System Alerts ................................................................................................................ 20-1

Participant Alerts ..........................................................................................................20-3

Polycom, Inc ix

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

RMX Time ..............................................................................................................................20-4

Guidelines ..............................................................................................................20-4

Altering the clock ..........................................................................................................20-4

Resource Management .........................................................................................................20-5

Resource Capacity ........................................................................................................20-5

Resource Usage .............................................................................................................20-6

SVC Conferencing .................................................................................................20-6

AVC Conferencing - Continuous Presence .......................................................20-7

Forcing Video Resource Allocation to CIF Resolution ....................................20-8

Resource Report ............................................................................................................20-9

Displaying the Resource Report .........................................................................20-9

MCU Resource Management by RealPresence Resource Manager (XMA),

Polycom CMA and Polycom DMA ..........................................................................20-11

Guidelines ............................................................................................................20-11

Port Usage Threshold .................................................................................................20-11

Setting the Port Usage Threshold .....................................................................20-12

SIP Dial-in Busy Notification ............................................................................20-12

Port Usage Gauge .......................................................................................................20-13

System Information ............................................................................................................20-14

SNMP (Simple Network Management Protocol) ...........................................................20-15

MIBs (Management Information Base) ....................................................................20-15

Traps .............................................................................................................................20-15

Guidelines ............................................................................................................20-16

MIB Files .......................................................................................................................20-16

Private MIBs .........................................................................................................20-16

Support for MIB-II Sections ...............................................................................20-16

The Alarm-MIB ...................................................................................................20-16

H.341-MIB (H.341 – H.323) ................................................................................20-16

Standard MIBs .....................................................................................................20-17

Unified MIB .........................................................................................................20-18

Traps .............................................................................................................................20-20

Status Trap ...........................................................................................................20-21

Defining the SNMP Parameters in the Collaboration Server ...............................20-21

Hot Backup ..........................................................................................................................20-28

Guidelines ....................................................................................................................20-29

Enabling Hot Backup .................................................................................................20-30

Using Hot Backup Triggers .......................................................................................20-31

Guidelines ............................................................................................................20-31

Configuring the Hot Backup Triggers .....................................................................20-31

Modifications to the Master MCU Requiring System Reset .................................20-32

Audible Alarms ...................................................................................................................20-33

Using Audible Alarms ...............................................................................................20-33

Audible Alarm Permissions ..............................................................................20-33

Stop Repeating Message ....................................................................................20-33

Configuring the Audible Alarms ..............................................................................20-34

User Customization ............................................................................................20-34

Replacing the Audible Alarm File ....................................................................20-35

Polycom, Inc

Table of Contents

Multilingual Setting ...........................................................................................................20-36

Customizing the Multilingual Setting .....................................................................20-36

Banner Display and Customization ................................................................................. 20-37

Guidelines ............................................................................................................20-37

Non-Modifiable Banner Text .................................................................................... 20-38

Sample 1 Banner .................................................................................................20-38

Sample 2 Banner .................................................................................................20-38

Sample 3 Banner .................................................................................................20-38

Sample 4 Banner .................................................................................................20-38

Customizing Banners .................................................................................................20-39

Banner Display ............................................................................................................20-40

Main Screen Banner ............................................................................................20-41

Software Management .......................................................................................................20-41

Backup and Restore Guidelines ............................................................................... 20-41

Using Software Management ...........................................................................20-42

Ping Collaboration Server .................................................................................................20-43

Guidelines ....................................................................................................................20-43

Using Ping ...................................................................................................................20-43

Notification Settings ........................................................................................................... 20-43

Logger Diagnostic Files ..................................................................................................... 20-45

Information Collector .........................................................................................................20-47

Standard Security Mode ............................................................................................20-47

Using the Information Collector ..............................................................................20-48

Step 1: Creating the Information Collector Compressed File ..............................20-48

Step 2: Saving the Compressed File .........................................................................20-49

Step 3: Viewing the Compressed File ......................................................................20-49

Auditor .................................................................................................................................20-49

Auditor Files ................................................................................................................20-50

Auditor Event History File Storage .................................................................20-50

Retrieving Auditor Files ....................................................................................20-50

Auditor File Viewer ................................................................................................... 20-52

Audit Events ................................................................................................................20-54

Alerts and Faults .................................................................................................20-54

Transactions .........................................................................................................20-56

ActiveX Bypass ...................................................................................................................20-57

Installing ActiveX .......................................................................................................20-57

Resetting the Collaboration Server ..................................................................................20-57

Upgrading and Downgrading .......................................................................................... 20-61

Upgrading or Downgrading the RealPresence Collaboration Server 800s ........ 20-81

System Configuration Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-1

Modifying System Flags ......................................................................................................21-1

Manually Adding and Deleting System Flags ....................................................... 21-12

Manually Adding Flags to the CS_MODULE_PARAMETERS Tab ........... 21-30

Deleting a Flag ....................................................................................................21-31

Auto Layout Configuration ......................................................................................21-31

Customizing the Default Auto Layout ............................................................21-31

Polycom, Inc xi

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

CS_ENABLE_EPC Flag ..............................................................................................21-34

Automatic Password Generation Flags ...................................................................21-34

Guidelines ............................................................................................................21-35

Enabling the Automatic Generation of Passwords ........................................21-35

RealPresence Collaboration Server 800s Hardware Monitoring . . . . . . . . .22-1

Viewing the Status of the Hardware Components ..........................................................22-1

Hardware Monitor Toolbar .................................................................................22-2

Viewing the Properties of RealPresence Collaboration Server 800s Hardware

Components ...........................................................................................................................22-2

Diagnostics .............................................................................................................................22-7

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

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

Appendix B - Active 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-33

MGC Manager Events that are not Supported by the Collaboration Server ..............C-37

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 - Configuring Direct Connections to the Collaboration

Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F-1

Management Network (Primary) ........................................................................................ F-1

Configuring the Workstation ....................................................................................... F-1

Connecting to the Management Network .................................................................. F-4

Connecting to the Collaboration Server via Modem ................................................ F-6

Procedure 1: Install the RMX Manager ............................................................... F-6

xii

Polycom, Inc

Table of Contents

Procedure 2: Configure the Modem ....................................................................F-6

Procedure 3: Create a Dial-up Connection .........................................................F-7

Procedure 4: Connect to the Collaboration Server ..........................................F-11

Appendix G - Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . . G-1

Certificate Configuration and Management .....................................................................G-1

Certificate Template Requirements ............................................................................G-1

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

Configure Certificate Management ............................................................................G-2

Switching to Secure Mode ....................................................................................................G-2

Purchasing a Certificate ................................................................................................G-2

Installing the Certificate ...............................................................................................G-4

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

Enabling Secure Communication Mode ....................................................................G-6

Securing an External Database ............................................................................................G-7

MS Active Directory Integration .........................................................................................G-7

Directory and Database Options .................................................................................G-7

Standard Security Mode .......................................................................................G-7

Guidelines .......................................................................................................................G-8

Enabling Active Directory Integration .......................................................................G-9

Appendix H - Restoring Defaults and System Recovery . . . . . . . . . . . . . . . . H-1

Restore to Factory Security Defaults ..................................................................................H-1

Comprehensive Restore to Factory Defaults .....................................................................H-4

Comprehensive Restore to Factory Defaults Procedure ..........................................H-5

Procedure A: Backup Configuration Files .........................................................H-5

Procedure B: Restore to Factory Defaults ..........................................................H-5

Procedure C: Restore the System Configuration From the Backup ...............H-8

System Recovery Using the Recovery DVD ......................................................................H-9

Preparation for System Recovery ................................................................................H-9

Performing the Recovery Process ...............................................................................H-9

Completing the System Configuration .....................................................................H-10

................................................................................................................................................H-10

Appendix I - Setting the Collaboration Server for Integration Into

Microsoft Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .I-1

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

Conferencing Entities Presence .....................................................................................I-2

Interactive Connectivity Establishment (ICE) .............................................................I-2

ICE Guidelines .........................................................................................................I-2

Connecting to the Collaboration Server in ICE Environment ..........................I-3

Dialing Methods ......................................................................................................I-3

Collaboration Server Integration into the Microsoft Lync Server 2010 and Lync

Server 2013 Environments .....................................................................................................I-5

Configuring the Polycom-Microsoft Solution .............................................................I-5

Call Admission Control (CAC) .....................................................................................I-5

Guidelines .................................................................................................................I-5

Media Over TCP ..............................................................................................................I-6

Network Error Recovery ................................................................................................I-6

SIP Dialog Recovery ........................................................................................................I-6

Polycom, Inc xiii

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Configuring the Collaboration Server for Microsoft Integration ..................................... I-7

Modify the Collaboration Server Management Network Service to Include the

DNS Server ...................................................................................................................... I-7

Defining a SIP Network Service in the Collaboration Server and Installing the

Security Certificate .......................................................................................................... I-9

The Security Certificate .......................................................................................... I-9

Configuring the Collaboration Server IP Network Service ............................ I-10

Collaboration Server System Flag Configuration .................................................... I-17

Enabling the Microsoft Environment ................................................................. I-17

Setting the audio protocol for the Microsoft Client running on a single

core PC .................................................................................................................... I-18

Controlling Resource Allocations for Lync Clients Using the RTV Video

Protocol ................................................................................................................... I-19

HD Frame Rate Flag Settings using the RTV Video Protocol ........................ I-21

Adding Presence to Conferencing Entities in the Buddy List ........................................ I-22

Guidelines ...................................................................................................................... I-22

Enabling the Registration of the Conferencing Entities .......................................... I-23

Creating an Active Directory Account for the Conferencing Entity ............. I-23

Enabling the Conferencing Entity User Account for Lync Server ................. I-25

Defining the Microsoft SIP Server in the IP Network Service ........................ I-26

Enabling Registration in the Conference Profile .............................................. I-26

Verifying the Collaboration Server Conferencing Entity Routing Name

and Profile .............................................................................................................. I-27

Monitoring the Registration Status of a Conferencing Entity in the

Collaboration Server Web Client or RMX Manager Application .......................... I-28

Conferencing Entity List ...................................................................................... I-28

Conferencing Entity Properties ........................................................................... I-30

Collaboration Server Configuration for CAC Implementation ............................. I-31

Enabling CAC Implementation .......................................................................... I-31

Conferencing Behavior ......................................................................................... I-31

Connecting a Collaboration Server Meeting Room to a Microsoft AV-MCU

Conference .....................................................................................................................I-33

Configuring the Collaboration Server for Federated (ICE) Dialing .............................. I-34

Monitoring the Connection to the STUN and Relay Servers in the ICE

Environment .................................................................................................................. I-36

Monitoring the Participant Connection in ICE Environment ................................ I-36

Active Alarms and Troubleshooting .................................................................................. I-39

Active Alarms ................................................................................................................ I-39

ICE Active Alarms ........................................................................................................ I-40

Troubleshooting ............................................................................................................ I-41

Known Issues ................................................................................................................. I-42

Polycom Solution Support ........................................................................................... I-42

Appendix J - SIP RFC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .J-1

xiv

Polycom, Inc

RealPresence Collaboration Server 800s Overview

About the RealPresence Collaboration Server 800s Administrator’s Guide

The Polycom® RealPresence Collaboration Server 800s Administrator’s Guide 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 Collaboration Server conferencing entities such as conference Profiles, IVR Services, Meeting Rooms, Entry Queues, etc., to your organization’s needs.

• Define Collaboration Server Users.

• Advanced conference Management

• Define Video Protocols and Resolution Configuration for CP Conferencing

• Configure Templates, the Address Book and schedule Reservations.

• Record Conferences

• Configure the Collaboration Server to support special call flows and conferencing requirements, such as Cascading Conferences.

• Configure the Collaboration Server for special applications and needs by setting various system flags.

• Manage and troubleshoot the Collaboration Server’s performance.

The Polycom® RealPresence Collaboration Server 800s Getting Started Guide provides description of basic conferencing operations. It will help you perform the following tasks:

• Unpack the Collaboration Server system and install it on a rack.

• Connect the required cables to the Collaboration Server.

• 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 800s Administrator’s Guide

Who Should Read This Guide?

System administrators and network engineers should read this guide to learn how to properly set up Polycom Collaboration Server systems. This guide describes administrationlevel tasks.

For detailed description of first time installation and configuration, description of the Collaboration Server Web Client, and basic operation of your Collaboration Server system, see the Polycom® RealPresence Collaboration Server 800s Getting Started Guide.

Prerequisites

This guide assumes the user has the following knowledge:

• Familiarity with Windows® XP or Windows 7 operating systems and interface.

• Familiarity with Microsoft® Internet Explorer® Version 7, 8 or 9.

• 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

> Indicates that you need to select an item from a menu. For example,

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.

Administration > System Information indicates that you need to select System Information from the Administration menu.

1-2 Polycom, Inc.

Chapter 1-RealPresence Collaboration Server 800s Overview

Collaboration Server

Web Client

Desktop

IP Phone

Endpoints

Polycom® RealPresence

Collaboration Server 800s

LAN

Mobile

About the Polycom® RealPresence Collaboration Server 800s System

The RealPresence Collaboration Server 800s system is a high performance, scalable, IP-network (H.323 and SIP) MCU that provides feature-rich and easy-to-use multipoint voice and video conferencing.

The MCU can be used as a standalone device to run voice and video conferences or it can be used as part of a solution provided by Polycom. This solution may include the following components:

• Polycom® RSS™ 4000 - provides one-touch recording and secure playback on video conferencing systems, tablets and smartphones, or from your Web browser.

• Polycom® Distributed Media Application™ (DMA™) - provides call control and MCU virtualization with carrier-grade redundancy, resiliency and scalability.

• Polycom Real Presence Resource Manager - centrally manages, monitors and delivers Cloud based Video as a Service (VaaS) and enterprise video collaboration.

• Polycom® RealPresence® Access Director™ (RPAD) - removes communication barriers and enables internal and external teams to collaborate more easily and effectively over video.

The following diagram describes the multipoint video conferencing configuration with the Collaboration Server as a standalone system.

Polycom, Inc. 1-3

Figure 1-1 Multipoint Video Conferencing using a Polycom Collaboration Server

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

The RealPresence Collaboration Server 800s unit can be controlled via the LAN by the Collaboration Server Web Client application using Internet Explorer installed on the user’s workstation, or the RMX Manager application. The RMX Manager can control several Collaboration Server units. For more information about the RMX Manager see "RMX Manager Application” on page 19-1.

Network Services Guidelines

IP Networks

In the , system management and IP conferencing are performed via a single LAN port. Management uses Lan1 and IP network Services use Lan2. When enabling multiple services, management and the IP network service (1) share Lan1, the second IP network service (2) uses Lan2. The networks can be separated in Maximum Security Environments.

Workstation Requirements

The Collaboration Server Web Client and RMX Manager applications can be installed in an environment that meets the following requirements:

• Minimum Hardware – Intel® Pentium® III, 1 GHz or higher, 1024 MB RAM, 500 MB free disk space.

• Workstation Operating System – Microsoft® Windows® XP, Vista®, Windows® 7.

• Network Card – 10/100 Mbps.

• Web Browser - Microsoft® Internet Explorer® Version 7, 8 and 9.

• Collaboration Server Web client and RMX Manager are optimized for display at a resolution of 1280 x 800 pixels and a magnification of 100%.

.Net Framework 2.0 SP1 or above is required and installed automatically. Internet Explorer must be enabled to allow running Signed ActiveX.

If ActiveX installation is blocked please see the Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "ActiveX Bypass” on page 20-57.

Collaboration Server Web Client does not support larger Windows text or font sizes. It is recommended to set the text size to 100% (default) or Normal in the Display settings in Windows Control Panel on all workstations. Otherwise, some dialog boxes might not appear properly aligned. To change the text size, select Control Panel>Display. For Windows XP, click the Appearance tab, select Normal for the Font size and click OK. For Windows 7, click the Smaller - 100% option and click OK.

When installing the Collaboration Server Web Client, Windows Explorer >Internet Options>

Security Settings must be set to Medium or less.

It is not recommended to run Collaboration Server Web Client and Polycom CMAD applications

simultaneously on the same workstation.

For Windows 7™ Security Settings, see the Polycom® RealPresence Collaboration Server 800s Getting Started Guide, "Microsoft Windows 7™ Security Settings” on page 1-10.

For Internet Explorer 8 configuration, see the Polycom® RealPresence Collaboration Server 800s Getting Started Guide, "Internet Explorer 8 Configuration” on page 1-12.

1-4 Polycom, Inc.

Conference Profiles

Profiles stored on the MCU enable you to define all types of conferences. Profiles include conference parameters such as Conferencing Mode, Conference Session Type, Conference Line Rate, Video Layout, Encryption, Lost Packet Recovery etc.

The maximum number of Conference Profiles that can be defined is 80.

Conference Profiles are assigned to Conferences, Meeting Rooms, Reservations and Entry Queues. The same Profile can be assigned to different conferencing entities. When modifying the Profile parameters, the changes will be applied to all the conferencing entities to which the profile is assigned.

Conference Profile options differ according to the selected Conferencing Mode and Conference Type. Profiles can be defined for AVC (Advanced Video Codec) CP conferencing Mode or

SVC (Scalable Video Codec) conferencing Mode. AVC Conferencing Mode, offers two Video session types: Continuous Presence (CP) conferences and Video Switching (VSW) Conferences, and a special functional conference - Operator Conferences.

Conference Profiles can be saved to Conference Templates along with all participant parameters, including their Personal Layout and Video Forcing settings, enabling administrators and operators to create, save, schedule and activate identical conferences. For more information see Chapter 11, “Using Conference Templates” .

Conferencing Modes

The MCU system offers the following Conferencing Modes:

• Transcoding - AVC Conferencing

• Media Relay - SVC Conferencing

• Mixed Mode - Mixed AVC (CP) and SVC Conferencing

CP Transcoding - AVC-based Conferencing

A transcoded CP (Continuous Presence) conference is also described as an AVC (Advanced Video Coding) conference. It supports the standard video protocols. In this mode, video is received from all the endpoints using different line rates, different protocols (SIP, H.323) and video parameters:

• Video protocols: H.263, H.264 Base and High profile and RTV

• Video Resolutions: from QCIF, CIF and up to 720p

• Frame rates up to 30 fps

All endpoints that do not support the H.264 SVC protocol such as H.263, H.264, or RTV, are considered AVC endpoints.

The MCU process the received video, transcodes it and send the resulting video streams to the endpoints. The video processing that is required differs according to the video session set for the conference, with all the processing performed by the MCU. For more details, see , "AVC Conferencing - Video Session Types” on page 2-4.

Polycom, Inc. 2-1

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Media Relay - SVC Conferencing

Media Relay SVC Conferencing is based on the SVC (Scalable Video Codec) video protocol and SAC audio protocol. It offers high resolution video conferencing with low end-to-end latency, improved Error Resiliency and higher system capacities.

The Polycom multipoint media server, serves as an integrated media relay engine that provides media streams for displaying conferences at low latency video experience in video conferences. For more details, see , "SVC-based Conferencing” on page 2-9.

Mixed CP and SVC Conferencing

This type of conference enables participants with SVC-enabled endpoints and AVC endpoints to participate in the same conference.

Each endpoint connects according to its capabilities. The MCU processes the AVC video streams and converts them into SVC video Streams and relays them to the SVC participants that constructs the video layout on the endpoint.

In the same way, the MCU processes the video streams received from the SVC participants, converts them into AVC video and then transcodes all the video streams to compose the video layout that is sent to the AVC endpoints.

Conferencing Capabilities in the Various Conferencing Modes

The following table summarizes the conferencing capabilities and options available in the different Conferencing Modes.

Table 2-1 Conferencing Capabilities in the Different Conferencing Modes

Feature CP Only Mixed CP & SVC SVC Only

Reservations

Operator Conferences

Entry Queues

Dial Out

Cascading

IVR

Permanent Conference

LPR

 



* * *



** **



 

*** ***





(AVC Only)





Reduced IVR set for

SVC endpoints

Auto Redial

2-2 Polycom, Inc.





Chapter 2-Conference Profiles

Table 2-1 Conferencing Capabilities in the Different Conferencing Modes (Continued)

Feature CP Only Mixed CP & SVC SVC Only

Content

Presentation Mode

Lecture Mode

Same Layout

Layout Selection

Skins

Encryption

Recording

Site Names

PAll Content

Settings, All Content

Protocols







 



Graphics Only,

H.264 Cascade &

SVC Optimized





AVC endpoints only



AVC endpoints only



AVC recording only



AVC endpoints only



Graphics Only, H.264

Cascade & SVC

Optimized



Layout set to Auto

Layout and defined on

the endpoint



Managed by the

endpoint (not via MCU)

* Entry Queue & Destination Conference must have the same profile (i.e. SVC only to SVC only, Mixed CP and SVC to Mixed CP and SVC) ** Only Basic Cascading is available *** For AVC, the LPR error resiliency is used, however for SVC endpoints, new error resiliency methods are used.

Polycom, Inc. 2-3

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

AVC Conferencing - Video Session Types

All endpoints have AVC capabilities and can connect to AVC conferences running on the MCU. AVC-based Endpoints can connect using different signaling protocols and different video protocols.

Continuous Presence (CP) Conferencing

The dynamic Continuous Presence (CP) capability of the Collaboration Server system enables viewing flexibility by offering multiple viewing options and window layouts for video conferencing.

Endpoints can connect to the conference using any signaling protocol (H.323, SIP and RTV), line rate (up to a maximum line rate defined for the conference), Video Protocol (H.261, H.263, H.264 Base and High Profile) and at any resolution and frame rate (provided they meet the minimum requirements set for the conference).

In Continuous Presence conferences, the MCU receives the video stream from each endpoint at the video rate, video resolution and frame rate that it is capable of sending, and it superimposes all the received streams into one video stream that includes the input from the other endpoints arranges in the selected video layout.

Participants do not see themselves in the video layout. By Default, the speaker is shown in the top left layout cell in symmetric layouts, in the larger cell in asymmetric layouts, or in full screen. The speaker sees the previous speakers (their number depends on the number of cells on the speaker’s layout.

The Continuous Presence video session offers layouts to accommodate different numbers of participants and conference settings including support of the VUI annex to the H.264 protocol for endpoints that transmit wide video instead of 4CIF resolution. Each participant can select his/her layout for viewing during the conference, as can be seen in Figure 2-1.

For conferences with more participants than display squares, the Collaboration Server dynamic video mix capability allows the viewed sites to be modified throughout the conference. The displayed layout can be changed during an ongoing conference, allowing a participant to view different screen layouts of the other conference participants. These layout options allow conferences to have greater flexibility when displaying a large number of participants and maximizes the screen’s effectiveness.

2-4 Polycom, Inc.

Chapter 2-Conference Profiles

Figure 2-1 AVC Continuous Presence (CP) video streams and built layouts

Video quality in Continuous Presence conferences is affected by the conference line rate (that determines the maximum line rate to be used by the connecting endpoints), and the video capabilities of the endpoints such as the video protocol, video resolution and frame rate. Content sharing is available in all CP conferences.

This requires extensive processing of the video sent to each participant in the conference. The higher the video rate and resolution, the more processing power is required.

By default every conference, Entry Queue and Meeting Room has the ability to declare the maximum CP resolution as defined for the system. This includes conferences launched by the Collaboration Server Web Client and conferences started via the API.

CP conferencing is defined in the Conference profile by settings the following main features:

• Setting the Conferencing Mode to AVC only

• Conference Line Rate

•Video Layout

Video Protocol Support in CP Conferences

The video protocol selected by the system determines the video compression standard used by the endpoints. In Continuous Presence conferences, the system selects the best video protocol for each of the endpoint according to he endpoint’s capabilities.

The following Video protocols are supported in CP conferences:

• H.261 - the legacy video compression algorithm mandatory to all endpoints. It is used by endpoints that do not support other protocols.

• H.263 - a video compression algorithm that provides a better video quality than H.261. This standard is not supported by all endpoints.

Polycom, Inc. 2-5

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

• H.264 Base Profile - a video compression standard that offers improved video quality, especially at line rates lower than 384 Kbps.

H.264 High Profile allows higher quality video to be transmitted at lower line rates.

• RTV - a video protocol that provides high quality video conferencing capability to Microsoft OCS (Office Communicator Server) endpoints at resolutions up to HD720p30. (SIP only).

AVC Conferencing Parameters

Basic Conferencing Parameters

When defining a new video Profile, you select the parameters that determine the video display on the participant’s endpoint and the quality of the video. When defining a new conference Profile, the system uses default values for Continuous Presence (CP) standard conferencing. Continuous Presence conferencing enables several participants to be viewed simultaneously and each connected endpoint uses its highest video, audio and data capabilities up to the maximum line rate set for the conference.

The main parameters that define the quality of a video conference are:

• Line (Bit) Rate - The transfer rate of video and audio streams. The higher the line (bit) rate, the better the video quality.

• Audio Algorithm - The audio compression algorithm determines the quality of the conference audio.

• Video protocol, video format, frame rate, annexes, and interlaced video mode - These parameters define the quality of the video images. The Collaboration Server will send video at the best possible resolution supported by endpoints regardless of the resolution received from the endpoints.

— When Sharpness is selected as the Video Quality setting in the Conference Profile, the

Collaboration Server will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps.

— H.264 High Profile protocol provides better compression of video images in line

rates lower than 384 Kbps and it will be automatically selected for the endpoint if it supports H.264 High Profile. If the endpoint does not support H.264 High Profile, the Collaboration Server will try H.264 Base Profile which provides good compression of video images in line rates lower than 384 Kbps (better than H.263 and not as good as H.264 High Profile).

— When working with Collaboration Servers at low bit rates (128, 256, or 384Kbps),

HDX endpoints will transmit SD15 resolution instead of 2CIF resolution.

When using a full screen (1x1) conference layout, the Collaboration Server transmits the same resolution it receives from the endpoint.

• Lost Packet Recovery (LPR) - LPR creates additional packets that contain recovery information used to reconstruct packets that are lost during transmission.

• Supported resolutions:

— H.261 CIF/QCIF – Is supported in Continuous Presence (CP) conferences at

resolutions of 288 x 352 pixels (CIF) and 144 x 176 pixels (QCIF). Both resolutions are supported at frame rates of up to 30 frames per second.

— H.263 4CIF - A high video resolution available to H.263 endpoints that do not

support H.264. It is only supported for conferences in which the video quality is set to sharpness and for lines rates of 384kbps to 1920kbps.

2-6 Polycom, Inc.

Chapter 2-Conference Profiles

— Standard Definition (SD) - A high quality video protocol which uses the H.264

and H.264 High Profile video algorithms. It enables compliant endpoints to connect to Continuous Presence conferences at resolutions of 720 x 576 pixels for PAL systems and 720 x 480 pixels for NTSC systems. For more information, see "Video Resolutions in AVC-based CP Conferencing” on page 4-1.

— High Definition (HD) – HD is an ultra-high quality video resolution that uses he

H.264 and H.264 High Profile video algorithms. Depending on the Collaboration Server’s Card Configuration mode compliant endpoints are able to connect to conferences at the following resolutions:

• 720p (1280 x 720 pixels) For more information, see "Video Resolutions in AVC-based CP Conferencing” on

page 4-1.

Supplemental Conferencing Features

In addition to Standard Conferencing the following features can be enabled:

• Content Sharing (H.239) – Allows compliant endpoints to transmit and receive two simultaneous streams of conference data to enable Content sharing. H.239 is also supported in cascading conferences. Both H.263 and H.264 Content sharing protocols are supported. If all endpoints connected to the conference have H.264 capability, Content is shared using H.264, otherwise Content is shared using H.263. For more information, see "Content Sharing” on page 3-1.

• Lecture Mode – The lecturer is seen by all participants in full screen while the lecturer views all conference participants in the selected video layout. For more information, see "Lecture Mode (AVC CP Only)” on page 3-42.

• Presentation Mode (CP Conferences only) – When the current speaker’s speech exceeds a predefined time (30 seconds), the conference layout automatically changes to full screen, displaying the current speaker as the conference lecturer on all the participants’ endpoints. During this time the speaker’s endpoint displays the previous conference layout. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to its predefined video layout. Presentation mode is available with Auto Layout and Same Layout.

— If the speaker in a video conference is an Audio Only participant, the Presentation

Mode is disabled for that participant.

— Video forcing works in the same way as in Lecture Mode when Presentation Mode

is activated, that is, forcing is only enabled at the conference level, and it only applies to the video layout viewed by the lecturer.

• Encryption – Used to enhance media security at conference and participant levels. For more information, see "Audio Algorithm Support” on page 3-25.

• Conference Recording - The Collaboration Server enables audio and video recording of conferences using Polycom RSS recording system.

Polycom, Inc. 2-7

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

Default Profile Settings in CP Conferencing Mode

The Collaboration Server is shipped with a default Conference Profile for CP conferences which allows users to immediately start standard ongoing CP conferences. These are also the default settings when creating a new Profile.

Table 2-2 Default CP Only Conference Profile Settings

Setting Val ue

Profile Name Factory_Video_Profile

Line Rate 384Kbps

Operator Conference Disabled

Encryption Disabled

The default settings are as follows

Packet Loss Compensation (LPR and DBA)

Auto Terminate

Enabled

• After last participant quits - Enabled

• When last participant remains - Disabled

Auto Redialing Disabled

Exclusive Content Mode Disabled

Enable FECC Enabled

Video Quality Sharpness

Maximum Resolution Auto

Content Settings Graphics

Content Protocol H.263 & H.264 Auto Selection

Presentation Mode Disabled

Same Layout Disabled

Lecturer View Switching Disabled

Auto Scan Interval Disabled (10)

Auto Layout Enabled

Mute participants except the lecturer Disabled

Skin Polycom

IVR Name Conference IVR Service

Recording Disabled

Site Names display Disabled

Network Services - SIP Registration Disabled

Network Services - Accept Calls Enabled

2-8 Polycom, Inc.

SVC-based Conferencing

The SVC-Based conferencing mode provides video without transcoding by the MCU, hence requiring less video resources while providing better error resiliency and lower latency.

Using the SVC video protocol, SVC conferences provide video bit streams at different resolutions, frame rates and line rates to SVC-enabled endpoints with various display capabilities and layout configurations.

In the SVC-based conference, each SVC-enabled endpoint transmits multiple bit streams, called simulcasting, to the Polycom® RealPresence® Collaboration Server. Simulcasting enables each endpoint to transmit at different resolutions and frame rates such as 720p at 30fps, 15fps, and 7.5fps, 360p at 15fps and 7.5fps, and 180p at 7.5fps.

The Polycom SVC-enabled endpoints (such as Polycom® RealPresence® Desktop and Polycom® RealPresence® Mobile) compose the layout according to their layout settings and video capabilities. This enables the MCU to send or relay the selected video streams to each endpoint without processing the video streams and sending the composite video layout to the endpoints.

Chapter 2-Conference Profiles

Figure 2-2 SVC video streams and Layouts

The video streams displayed in the conference layout on each endpoint is obtained from the different streams received from each of the endpoints displayed in the layout. Depending on the size of the video cell in the configured layout, the endpoint requests the video stream in the required resolution from the RealPresence Collaboration Server. The higher the display quality and size, the higher the requested resolution will be sent to the endpoint. The endpoint creates the displayed layout from the different video streams it receives.

Polycom, Inc. 2-9

Polycom® RealPresence Collaboration Server 800s Administrator’s Guide

For instance, an SVC endpoint might want to receive three video streams at different frame rates and resolutions, and create a conference layout with the received video streams. Each SVC-enabled endpoint sends encoded SVC bit streams to the MCU to relay to the other SVC-enabled endpoints in the conference.

The endpoints encode the video in multiple resolutions and decodes the multiple video input streams.

For example:

RealPresence mobile client (2) will transmit two resolutions; one that is suited for RealPresence Desktop client (3) and a second that is suited for two other endpoints: RealPresence Desktop client (4) and (1).

RealPresence Desktop client (1) transmits two resolutions; one that is suited for RealPresence Mobile client (2) and a second that is suited for RealPresence Desktop client (4).

The MCU determines which of the incoming resolutions to send to each endpoint. It does not perform any SVC encoding and decoding, or any transcoding of the video streams. The RealPresence Collaboration Server functions as the multipoint media relay to the endpoints. For voice activated selection of the video streams, the RealPresence Collaboration Server determines which of the incoming bit streams to send to each endpoint.

Advantages of SVC Conferencing

SVC increases the scalability of video networks and enables mass desktop video deployments. Some of the advantages of SVC conferencing are:

• Offers high-resolution video conferencing with low end-to-end latency, improved error resiliency and higher system capacities.

• Allows the SVC-enabled video endpoints to manage display layouts, supporting multiple line rates, resolutions and frame rates.

• The RealPresence Collaboration Server functions as a media relay server providing low cost production benefits. The RealPresence Collaboration Server reduces bandwidth usage by only selecting the necessary video stream to be sent to the endpoints.

Guidelines

• SVC conferences are supported only with the following:

— SVC Licensing — SIP over UDP signaling — SIP over TLS Signaling — Polycom SVC-enabled endpoints (Polycom® RealPresence® Desktop, Polycom®

RealPresence® Mobile)

• SVC Only conferences can run on the same MCU as AVC Only conferences.

• End-to-end latency on a local network (same site), is around 200mSec to ensure AV sync (also known as Lip-sync).

• Dial-out is not available in SVC Only conference.

• Dial-in is available as follows:

— AVC endpoints (participants) can only connect to an AVC conference or Mixed CO

and SVC conference. When dialing into SVC Only conferences they will be disconnected and the calls fail.

2-10 Polycom, Inc.

+ 660 hidden pages