Polycom RealPresence 4000 Installation And Configuration Manual

Page 1
1
RealPresence Collaboration Server (RMX)
4000 Quick Installation & Configuration Guide
General Safety Precautions
Follow these rules to ensure general safety:
Keep the area around the Polycom RealPresence Collaboration Server (RMX) 4000 unit clean and free of clutter and well ventilated.
Ensure that the leveling jacks on the bottom of the rack are fully extended to the floor with the full weight of the rack resting on them. Always make sure the rack is stable before extending a component from the rack.
In a single rack installation, attach stabilizers to the rack. In multiple rack installations, the racks should be coupled together.
Use a regulating uninterruptable power supply (UPS) to protect the RMX from power surges and voltage spikes, and to keep it operating in the event of a power failure.
Allow the power supply units to cool before touching them.
Always keep the rack’s trays and boards closed when not servicing to maintain proper cooling.
Use only the power cords supplied with the system.
Each power cord should only be connected to a power outlet that has a protective ground contact.
The product name, RealPresence® Collaboration Server 4000
and RMX® 4000 are used interchangeably throughout this document.
For regulatory notices, see the Polycom® RealPresence®
Collaboration Server (RMX®) 4000 Hardware Guide.
For all safety requirements and precautions, see the
RealPresence Collaboration Server (RMX) 4000 Hardware Guide, "Safety Requirements” on page 1-8.
Page 2
2
Preparations
Obtain the following information from your network administrator:
IP addresses, Subnet Mask and Default Gateway IP address (optional) for the RMX Control Unit and RMX Shelf Management.
IP addresses for the RMX Signaling Host and Media cards.
Gatekeeper IP address.
SIP server IP address, if applicable.
If ISDN/PSTN is installed in your conferencing environment, obtain the following information from your ISDN/PSTN Service Provider:
Switch Type, Line Coding and Framing, Numbering Plan and Numbering Type.
Dial-in number range
.
Unpacking the RMX
1 When you receive the RMX packing case, inspect the equipment for
damage and verify that the components match the packing slip.
2 Unlock and lift the RMX top cover.
Make sure that the Installation Accessories kit contains the power cables and a USB Key and that the Rack Installation Accessories kit contains the accessories for installing the RMX in 19” racks. For details, see the Getting Started Guide, "Telescopic Rail Runners Accessory Kit” on page 2-9.
3 Remove the boxes that are placed on the top Stratocell® and the top
Stratocell® and open the anti-static plastic bag wrapping the RMX.
4 Holding the handle on each side, lift the RMX from the box, and
place it on a flat surface or in a rack. Remove any packaging material prior to positioning the RMX.
If the RMX is connected to the public ISDN Network, an external CSU or similar equipment is needed.
Attention:
Two people are required to lift the MCU out of the box and when installing it in a rack.
Page 3
3
Management Network Configuration on the USB
Key
The system is shipped with the following default IP addresses:
Control Unit IP address – 192.168.1.254
Shelf Management IP Address – 192.168.1.252
Control Unit subnet mask – 255.255.255.0
Default Router IP Address – 192.168.1.1
When the RMX is installed for the first time, you must change the default IP addresses to your local network settings. This can be done by modifying the default settings in the LAN Configuration Utility on the USB key shipped with the unit.
1 Insert the USB key provided with your system into the PC.
The Polycom Documentation window opens.
In Windows XP:
a The Polycom Documentation option is automatically selected.
Click OK.
In Windows 7:
a Select Open Folder to view files using Windows Explorer. b Double-click the index.hta file.
2 In the Language Menu window, select the documentation language. 3 In the License Agreement window, click the Accept Agreement
button.
4 In the Product Type window, select RMX 4000. 5 In the Initial Setup Utility, click the Lan Configuration Utility
hyperlink.
6 In the LanConfigUtility dialog box, modify the required network
parameters in the utility’s dialog box using the information supplied by your network administrator and click OK.
Write down the RMX’s serial number that is on a sticker on the back of the unit. It will be needed for product registration later in the installation process.
Page 4
4
7 Remove the USB Key from the PC.
The USB key is required for first entry power-up of the RMX.
Installing the RMX
To install the RMX 4000 in a 19”rack using chassis runners:
1 Install chassis runners supplied by Polycom, in the rack. For details,
see the RealPresence Collaboration Server (RMX) Getting Started Guide, "Installing the Telescopic Rail Runners on the Rack” on page 2-7.
2 Mount the RMX 4000 on top of the rack brackets. 3 Secure the RMX to the rack with screws through the holes in the
RMX’s front mounting brackets. For details, see the RealPresence Collaboration Server (RMX) Getting Started Guide, "Installing the RealPresence Collaboration Server (RMX) 4000” on page 2-19.
Connecting the cables to the RMX 4000
Connect the following cables to the RMX 4000 rear panel:
For AC Power Supply connections: Insert a power cable in each of the three AC Power Entry Modules (PEM’s).
For DC Power connections, see the Hardware Guide.
For a detailed description of the safety requirements and
precautions and the installation of the RMX 4000 as a standalone, mounted in a 23” rack, or reverse mounting the RMX 4000 on a 19” rack, see the Hardware Guide.
To connect the RMX 4000 to the DC power, see the
RealPresence Collaboration Server (RMX) 4000 Hardware Guide, "Connecting the RMX 4000 to -48DC SELV Power” on
page 1-19.
If your system package includes the RTM ISDN card, it is
recommended to install it before mounting the RMX on the rack. Refer to the RealPresence Collaboration Server (RMX) 1500/2000/4000 Getting Started Guide for installation instructions.
The size of the protective earthing conductor & cable should be a minimum of 10AWG.
Page 5
5
•On the RTM IP-4000:
Connect the Management Network cable to LAN 2.
Connect the Signalling cable to LAN 3.
Connect the Shelf Management cable to LAN 6.
For each installed RTM LAN - Connect the LAN cable to LAN 2.
For each installed RTM ISDN:
Connect the E1/T1 cables to their PRI Ports. Connect the LAN cable to LAN 1.
First Entry Power-up
1 Insert the USB Key with the modified IP addresses into the USB
port on the back panel.
2 Turn ON the power by pressing on the power switch located on the
rear panel of the RMX. The FAN STATUS and PWR STATUS LEDs turn ON. System power-up sequence may take approximately 10 minutes. During this time, the parameters in the lan.cfg file are uploaded from the USB key to the RMX’s memory and applied during the power-up sequence.
Wait for the upload process to complete. Initially, all the ERR/ RDY/ACT LEDs flicker and flash. Upload is completed when all the LEDs turn off and only the red ERR LED (on the CTNL unit) remains ON. It remains ON until the Default IP Network Service is configured.
Do not remove the USB key from the RMX until the connection with the RMX is established.
LAN 4, LAN 5 and the Serial ports are only for debugging and
not for customer use.
Do not remove the protective plastic caps from LAN 1, LAN 4
and LAN 5 ports.
Page 6
6
Product Registration and Activation Key Retrieval
Before starting the initial configuration process, register the MCU and all the software licenses at the Polycom Resource Center website and download the product activation key file to the computer you will use for the configuration:
1 Using a Web browser, connect to
http://portal.polycom.com.
2 Login with your Email Address and Password or register as a new
user.
3 Select the Product Registration link. 4 Follow the on-screen instructions for Product Registration and
Product Activation.
5 Write down the Product Activation Key number or copy it for later
use.
Connecting to the MCU
1 Start the Collaboration Server Web Client application on the
workstation by entering in the browser’s address line the IP Address of the control unit as defined in the USB key in the format:
http://<Control Unit IP Address> and pressing Enter.
2 Once the connection with the RMX is established and the RMX Web
Client Welcome screen is displayed, you can remove the USB key
from the RMX.
3 In the Welcome screen, enter the default Username (POLYCOM)
and Password (POLYCOM) and click Login. The Product Activation dialog box is displayed with the serial number filled in.
4 Select the “I accept the license agreement” check box to enable
Online Registration of your product.
5 In the Activation Key field, enter or paste the Product Activation Key
retrieved earlier and click OK. If you do not have an Activation Key, click the Polycom Resource Center button to access the Service & Support page of the Polycom Support website.
Page 7
7
A message indicating that the Product Activation Key was loaded successfully appears. The red ERR LED on the Media card turns OFF and the green RDY LED turns ON.
As no Default IP Network Service is defined, the system automatically starts the Fast Configuration Wizard.
Initial System Configuration
The Fast Configuration Wizard that is automatically started enables you to configure the Default IP Service.
The IP Management Service tab in the Fast Configuration Wizard is enabled only if the default Management IP addresses were not modified.
1 In the Fast Configuration Wizard - IP dialog box, define the following
parameters:
2 Click Next.
IPv4 is the default protocol for setting the Network Service in the
Fast Configuration Wizard.
If Secured Communication is required on the RMX: complete the
Fast Configuration Wizard, Login, install the Certificate and then enable the Secured Communication Mode.
Field Description
IP Service Name
Use the default name (Default IP Service) or enter a name using up to 20 characters.
Note: This field is displayed in all dialog boxes.
Signaling Host IP Address
Enter the IP address of the Central Signaling host. This is the address used by endpoints for dialing in to the MCU.
Media Card 1/2/ 3/4 IP Address
Enter the IP address(es) of the media card (s): MPMx 1, MPMx 2, MPMx 3 and MPMx 4 (if installed), as provided by the network administrator. Endpoints connect to conferences and transmit call media (video, voice and content) via these addresses.
Subnet Mask Enter the subnet mask of the MCU.
Default value: 255.255.255.0.
Page 8
8
3 In the Fast Configuration Wizard - Routes dialog box, enter the IP
address of the default router.
4 Click Next. 5 Enter the required DNS information in the dialog box.
6 Click the Next button. 7 In the Fast Configuration Wizard - Environment dialog box, select the
IP Network Type: H.323, SIP or H.323 & SIP.
8 Click Next. 9 If you selected SIP only, go to Step 12.
Field Description
MCU Host Name Enter the name of the MCU on the network.
Default name is RMX.
DNS Select:
Off – if DNS servers are not used in the
network.
Specify – to enter the IP addresses of the DNS
servers.
Note: The IP address fields are enabled only if Specify is selected.
Register Host Names Automatically to DNS Server
Select this option to automatically register the MCU Signaling Host and Shelf Management with the DNS server.
Local Domain Name
Enter the name of the domain where the MCU is installed.
Primary DNS Server IP Address
The static IP addresses of the primary DNS server.
Page 9
9
10 In the Fast Configuration Wizard - Gatekeeper dialog box, enter the
required information:
11 If you selected H.323 only, go to Step 15.
Otherwise, click Next.
Field Description
Gatekeeper Select Specify to enable configuration of the
gatekeeper IP address. When Off is selected, all gatekeeper options are
disabled.
Primary Gatekeeper
IP Address or Name
Enter either the gatekeeper’s host name (if a DNS Server is used) or IP address.
MCU Prefix in Gatekeeper
Enter the string with which the MCU registers itself with the gatekeeper.
The gatekeeper uses this string to identify the MCU when forwarding calls to it. H.323 endpoints use this number as the first part of their dial-in string when dialing the MCU.
Aliases
Alias The alias by which the RMX’s Control Unit is identified
within the network. Up to five aliases can be defined for each RMX.
Note: When a gatekeeper is specified, at least one prefix or alias must be entered in the table.
Type Select the type that defines the format in which the card
alias is sent to the gatekeeper according to your gatekeeper’s capabilities.
Note: H.323 and E.164 are the most commonly used types.
Page 10
10
12 In the Fast Configuration Wizard - SIP dialog box, set the following:
13 Click the Next button.
14 Enter the required Security information in the dialog box.
Field Description
SIP Server Select:
Specify – to manually configure SIP servers.
Off – if SIP servers are not present in the network.
SIP Server IP Address
Enter either the IP address of the preferred SIP server or its host name (if a DNS server is used).
Transport Type Select the protocol that is used for signaling between
the MCU and the SIP Server or the endpoints according to the protocol supported by the SIP Server:
UDP – Select this option to use UDP for signaling. TCP – Select this option to use TCP for signaling. TLS – Select this option to use the secured
communication where the Signaling Host listens on­secured port 5061 only. The supported security protocols are: TLS 1.0, SSL 2.0 and SSL 3.0.
Field Description
SIP Authentication
Click this check box to enable authentication with the SIP server. Select this check box only if the authentication is enabled on the SIP proxy.
User Name
Enter the user name the RMX will use to authenticate itself with the SIP proxy. This name must be defined in the SIP proxy.
These fields can contain up to 20 ASCII characters
Password Enter the password the RMX will use to
authenticate itself with the SIP proxy. This password must be defined in the SIP proxy.
Page 11
11
15 Click the Save & Continue button.
During the initial RMX setup, if the system detects the presence of the RTM ISDN card, the ISDN /PSTN Network Service definition screens of the Fast Configuration Wizard are enabled.
If there is no RTM ISDN card in the RMX or if you do not want to define an ISDN/PSTN Network Service, go to Step 31.
The Fast Configuration Wizard’s ISDN/PSTN configuration sequence begins with the ISDN/PSTN dialog box.
H.323 Authentication
Click this check box to enable H.323 server authentication.
Select this check box only if the authentication is enabled on the gatekeeper, to enable the Collaboration Server to register with the gatekeeper.
Leave this check box cleared if the authentication option is disabled on the gatekeeper.
User Name
Enter the user name the Collaboration Server will use to authenticate itself with the gatekeeper. This name must be defined in the gatekeeper.
These fields can contain up to 64 ASCII characters
Password Enter the password the Collaboration
Server will use to authenticate itself with the gatekeeper. This password must be defined in the gatekeeper.
A new ISDN/PSTN Network Service can be defined even if no RTM ISDN card is installed in the system but only via the ISDN/PSTN Network Service ->Add New Service dialog box.
Field Description
Page 12
12
16 Define the following parameters:
17 Click Next. 18 In the PRI Settings dialog box, define the following parameters:
Field Description
Network Service Name
Specify the service provider’s (carrier) name or any other name you choose, using up to 20 characters. The Network Service Name identifies the ISDN/PSTN Service to the system.
Default name: ISDN/PSTN Service Note: This field is displayed in all ISDN/PSTN Network
Properties tabs and can contain character sets that use Unicode encoding.
Span Type Select the type of spans (ISDN/PSTN) lines that are
connected to the RMX. Select either: T1 or E1 Default: T1 Note: Only one Span Type (E1 or T1) is supported on the
RMX.
Service Type PRI is the only supported service type. It is automatically
selected.
Field Description
Default Num Type
Select the Default Num Type from the list. The Num Type defines how the system handles the
dialing digits. If the PRI lines are connected to the RMX via a network
switch, the Num Type is used to route the call to a specific PRI line.To let the network interpret the dialing digits for call routing, select Unknown (Default).
For E1 spans, this parameter is set by the system.
Page 13
13
19 Click Next. 20 In the Span Definition dialog box, define the following parameters:
Num Plan Select the type of signaling (Number Plan) according to
information given by the service provider. Default: ISDN For E1 spans, this parameter is set by the system.
Net Specific Select the appropriate service program if one is used by
your service provider (carrier). Some service providers may have several service
programs that can be used. Default: None
Dial-out Prefix Enter the prefix that the PBX requires to dial out. Leave
this field blank if a dial-out prefix is not required. The field can contain be empty (blank) or a numeric
value between 0 and 9999. Default: Blank
Field Description
Framing Select the Framing format used by the carrier for the
network interface from the list.
For T1 spans, default is SFSF.
For E1 spans, default is FEBE.
Side Select the RMX side on the network.
Default: User side If the PBX is configured on the network side, then the
RMX unit must be configured as the user side, and vice versa, or both must be configured symmetrically.
Line Coding Select the PRI line coding method from the list.
For T1 spans, default is B8ZS.
For E1 spans, default is HDB3.
Field Description
Page 14
14
21 Click Next.
The Phones dialog box opens.
22 To define dial-in number ranges, click the Add button. 23 In the Add Phone Number dialog box, define the first and the last
numbers in the phone number range.
24 Click OK.
The new range is added to the Dial-in Phone Numbers table.
25 Optional. Repeat steps 22 to 25 to define additional dial-in ranges. 26 Enter the MCU CLI (Calling Line Identification).
With dial-in connections, the MCU CLI indicates the MCU’s number dialed by the participant. In a dial-out connection, indicates the MCU (CLI) number as seen by the participant.
27 Click Save & Continue.
After clicking Save & Continue, you cannot use the Back button to return to previous configuration dialog boxes.
The ISDN/PSTN Network Service is created and confirmed.
28 Click OK to continue the configuration.
The Spans dialog box opens.
29 Click the check boxes in the Attached field to attach spans (E1 or T1
PRI lines) to the network service named in the Network Service Name field.
Switch Type Select the brand and revision level of switch
equipment installed in the service provider’s central office.
For T1 spans, default is AT&T 4ESS.
For E1 spans, default is EURO ISDN.
Note: For T1 configurations in Taiwan, Framing must be set to ESF and Line Coding to B8ZS.
A range must include at least two dial-in numbers.
A range cannot exceed 1000 numbers.
Field Description
Page 15
15
The Spans Table displays the configuration of all spans and all ISDN network services in the system. In the Fast Configuration Wizard only the first ISDN/PSTN Network Service is defined and Spans can only be attached to this service.
Each ISDN RTM card can support either 7 E1 or 9 T1 PRI lines.
30 Click Next.
The RMX Time dialog box is displayed.
31 Set the RMX time using one of the three available options.
Field Description
GMT Date The date at Greenwich, UK.
Local Time The RMX’s local time settings, calculated from the GMT
Time and the GMT Offset.
GMT Time Displays the RMX’s current GMT Time settings.
Option 1: Manually setting the RMX time:
Using the arrows modify the GMT Time and the
GMT Offset to set the RMX time.
GMT Offset Displays the time zone difference between Greenwich
and the RMX’s physical location.
Using the arrows modify the GMT Offset time on the
RMX.
Retrieve Client Time
Option 2: Automatically setting the RMX time:
Click this button to automatically update the RMX's
GMT Date, Time and Offset to match that of the workstation.
Use NTP Server Option 3: Setting the RMX time by synchronizing with
external NTP servers:
Select this check box to synchronize the time with
up to three external NTP servers.
Enter the IP addresses of the required NTP servers
in order of precedence.
The Status field indicates whether registration with the NTP Server failed or succeeded.
Page 16
16
32 Click Next.
The Administrator User dialog box is displayed.
33 Enter the required Administrator User information:
34 Click Next.
The System Flags dialog box is displayed.
35 In the Fast Configuration Wizard - System Flags dialog box, enter the
following information
:
Field Description
New User Name Enter the new user name of the new administrator
user.
New Password Enter the password for the new administrator user.
Confirm Password Enter the same password again to confirm its
accuracy.
Flag Value
Conference ID Length (MCU)
The number of digits of the Conference ID that will be assigned by the MCU.
Range: 2-16 (Default: 5) Note: Selecting 2 digits limits the number of
simultaneous ongoing conferences to 99.
Minimum Conference ID Length (User)
The minimum number of digits that the user must enter when manually assigning a numeric ID to a conference.
Range: 2-16 (Default: 4)
Selecting 2 digits limits the number of simultaneous ongoing conferences to
99.
Maximum Conference ID Length (User)
The maximum number of digits that the user can enter when manually assigning a Numeric ID to a conference.
Range: 2-16 (Default: 8)
Page 17
17
These flags can be modified later, if required, via the Setup menu’s System Configuration option. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, “System Configuration Flags”.
36 Click Save & Close.
The RMX confirms successful configuration.
37 In the Success Message box, click OK. 38 In the Reset Confirmation dialog box, click Yes. 39 In the Please wait for system reset message box, click OK.
System restart may take up to 10 minutes.
40 Refresh the browser periodically until the Login screen is displayed. 41 When the Login screen is displayed, enter the new Username and
Password and click Login.
The Collaboration Server Web Client opens. An MCU State indicator displays a progress indicator showing the time remaining until the system start-up is complete.
When the default RMX User is replaced, the RMX Time is set and if there are no System Errors, the green RDY LED on the CNTL unit
(on the RMX’s front panel) turns ON and the ERR LED is OFF.
MCU Display Name The MCU name that appears at the endpoints.
Default: Polycom RMX 4000.
Terminate Conference when Chairperson Exits
Yes/No (Default: Yes)
Auto Extend Conferences
When Yes is selected (default) allows conferences running on the RMX to be automatically extended as long
as there are participants connected and
there are available resources.
The speed and transmit/receive mode of the LAN ports are automatically identified by the system. If the specific switch requires it, modify these settings in the Ethernet Settings dialog box. For more details, see the RealPresence Collaboration Server (RMX) 1500/ 2000/4000 Administrator’s Guide.
Flag Value
Page 18
18
Selecting the RMX Web Client Languages
By default, the RMX Web Client interface is displayed only in English. However, the system administrator can choose the languages available for selection on the Login screen.
To customize the Multilingual Setting:
1 On the RMX menu, click Setup > Multilingual Setting.
The Multilingual Setting dialog box is displayed.
2 Place check marks in the boxes of the languages to be available for
selection.
3 Click OK. 4 Log out and Log in for the customization to take effect.
Conferencing Entities
The RMX is shipped with one Entry Queue and four Meeting Rooms:
Entry Queue DefaultEQ whose ID is 1000, and it is used to access the default Meeting Rooms
Four Meeting Rooms whose IDs are 1001, 1002, 1003 and 1004.
The default conferencing entities are set to CP conferencing at a line rate of 384 kbps, Auto Layout, Polycom Skin and a duration of one hour.
The default Entry Queue (EQ) is set to Ad Hoc conferencing which allows participants to start new conferences by entering a Conference or Meeting Room ID that are not used for any other conferencing entities defined or running on the MCU.
For IP conferencing, these conferencing entities can be used to start new conferences without any additional settings.
If ISDN/PSTN endpoints are participating in the conferences a dial-in number must be manually assigned to the conferencing entities.
The Fast Configuration Wizard configures the Default IP Network Service with common parameters. Advanced settings should be performed once the initial configuration is complete. For detailed description of the IP Network Services, see the RealPresence Collaboration Server (RMX) 1500/2000/4000 Administrator’s Guide.
Page 19
19
The default Entry Queues and Meeting Rooms can be customized or additional conferencing entities can be added according to your organization’s requirements. For more details on various conferencing entities, see the RealPresence Collaboration Server (RMX) 1500/2000/4000 Administrator’s Guide.
To start ongoing conferences and monitor their status see the
RealPresence Collaboration Server (RMX) 1500/2000/4000 Getting Started Guide, Chapter 3 “Basic Operation”.
Connecting to a Conference Directly or via Entry
Queue
The RMX is shipped with pre-configured default CP (AVC-based) conferencing entities that can be used to dial in and start conferences. Default (Transit) Entry Queue ID: 1000, default Meeting Room IDs: 1001, 1002, 1003, and 1004.
H.323 Participants
H.323 participants dial: [MCU Prefix in Gatekeeper][Conference or Entry Queue ID/Name].
For example, if the MCU prefix in gatekeeper is 925, you can dial in to the default Entry Queue by entering 925 or 9251000 and be routed to Meeting Rooms by entering its ID (i.e. 1001, 1002, 1003 or 1004). You can connect directly to one of the default Meeting Rooms by dialing its number, for example, 9251001. Alternatively, you can use the Entry Queue or conference name to connect directly to the conference. For example, if the conference name is Maple_Room, the participant can dial 925Maple_Room.
SIP Participants
The dialing string is composed of the conference routing name as registered with the SIP server and domain name in the following format: conference_name@domain_name. For example, if the conference name is Maple_Room, the participant dials Maple_Room@polycom.com.
Page 20
20
ISDN/PSTN Participants
ISDN and PSTN participants can connect to conferences and Meeting Rooms directly or via an Entry Queue by dialing one of the numbers (including the country and area code if needed) assigned to them. When connecting to an EQ they are routed to their conference according to the conference ID. For example, if the assigned dial in number is 4045555, the ISDN/PSTN participant dials this number with the appropriate area code (for example, 678) and country code (001).
Conference Control Using DTMF Codes
Operation DTMF String
Individual Help *0
Conference Help 00
Mute My Line *6
Unmute My Line #6
Increase Broadcast Volume *9
Decrease Broadcast Volume #9
Increase Listening Volume *76
Decrease Listening Volume #76
Play Help Menu *83
Start Click&View to modify personal layout **
Change To Chairperson *78
Show Number of Participants *88
Invite a participant to the conference *72
Disconnect the last invited participant #72
DOC2726A
Loading...