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[Type the document title]
Polycom Document Title 1
Polycom® RealPresence® Collaboration Server
Version 8.2 | October 2013 | 3725-74602-004
800s, Getting Started Guide
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Trademark Information
POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service
marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other
countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
This software has not achieved UC APL certification.
This document provides the latest information for security-conscious users running Version 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.
© 2013 Polycom, Inc. All rights reserved.
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.
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Table of Contents
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
About the Polycom RealPresence Collaboration Server 800s Getting Started Guide .. 1-1
Prerequisites ....................................................................................................................1-1
Who Should Read This Guide? ....................................................................................1-2
How This Guide is Organized ......................................................................................1-2
About the Polycom RealPresence Collaboration Server 800s System ............................ 1-3
RealPresence Collaboration Server Main Features ............................................................1-4
Conferencing Modes ......................................................................................................1-4
AVC-based Video Session Types .................................................................................1-5
Dynamic Continuous Presence ............................................................................1-5
Operator Conference ..............................................................................................1-5
AVC-based Video Resolutions .....................................................................................1-5
Resolution Configuration for AVC-based CP Conferences .............................1-5
SVC-based Conferencing ...............................................................................................1-6
H.239 ................................................................................................................................1-6
IVR-Enabled Conferencing ...........................................................................................1-6
Entry Queue ....................................................................................................................1-6
Conferencing Capabilities and Options ......................................................................1-7
On Demand Conferencing .................................................................................... 1-7
Permanent Conference ...........................................................................................1-7
Scheduled Conferencing / Reservations ...........................................................1-7
Polycom Conferencing for Microsoft Outlook® (AVC-based
Conferencing) ..........................................................................................................1-7
Connection Methods .............................................................................................. 1-8
Cascading Conferences (AVC-based Conferencing) .........................................1-8
Security .....................................................................................................................1-8
LAN Redundancy ...................................................................................................1-9
Conference Management and Monitoring Features .................................................1-9
CP AVC-based and SVC-based Conferencing ...................................................1-9
CP AVC-based Conferencing ...............................................................................1-9
Workstation Requirements .................................................................................................1-10
Microsoft Windows 7™ Security Settings ................................................................1-10
Internet Explorer 8 Configuration .............................................................................. 1-12
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . 2-1
Preparations ............................................................................................................................2-1
Gather Network Equipment and Address Information ...........................................2-1
IP Services ................................................................................................................2-1
Management Network ...........................................................................................2-2
Default IP Service (Conferencing Service) .......................................................... 2-2
IP Network Services Required Information ....................................................... 2-2
Installing the RealPresence Collaboration Server 800s .....................................................2-3
Unpacking the RealPresence Collaboration Server 800s ..........................................2-3
Table of Contents
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Polycom RealPresence Collaboration Server 800s Getting Started Guide
Hardware Installation and Rack Mounting ................................................................2-4
Connecting the Cables to the MCU ..............................................................................2-5
Modifying the Factory Default Management Network Settings on the USB
Memory Stick ...................................................................................................................2-5
First Entry Power-up and Configuration ............................................................................2-8
Procedure 1: First-time Power-up ................................................................................2-8
Procedure 2: Product Registration ...............................................................................2-8
Obtaining the Activation Key ...............................................................................2-9
Procedure 3: Connection to MCU .................................................................................2-9
Procedure 4: Modifying the Default IP Service Settings .........................................2-11
Fast Configuration Wizard ..................................................................................2-11
Selecting the Collaboration Server Web Client Languages ....................................2-21
RealPresence Collaboration Server 800s Default Conferencing Settings .....................2-22
Customizing the RealPresence Collaboration Server 800s Default
Conferencing Settings ..................................................................................................2-24
Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Starting the Collaboration Server Web Client ....................................................................3-1
Collaboration Server Web Client Screen Components .....................................................3-2
Viewing and System Functionality Permissions ................................................3-3
Conferences List ..............................................................................................................3-4
List Pane ...........................................................................................................................3-4
RealPresence Collaboration Server Management Pane ............................................3-5
Status Bar ..........................................................................................................................3-5
System Alerts ...........................................................................................................3-5
Participant Alerts ....................................................................................................3-6
Port Usage Gauges ..................................................................................................3-6
MCU State ................................................................................................................3-7
Address Book ..................................................................................................................3-7
Displaying and Hiding the Address Book ..........................................................3-8
Conference Templates ....................................................................................................3-8
Displaying and Hiding Conference Templates ..................................................3-9
Customizing the Main Screen .......................................................................................3-9
Increasing and Decreasing the Text Size ...........................................................3-10
Customizing the RealPresence Collaboration Server Management Pane ....3-10
Starting a Conference ...........................................................................................................3-12
Starting an AVC CP Conference from the Conferences Pane ................................3-12
General Tab ............................................................................................................3-14
Participants Tab ....................................................................................................3-16
Information Tab ....................................................................................................3-19
Starting a Mixed CP and SVC or SVC Only Conference from the Conferences
Pane .................................................................................................................................3-21
Participants Tab ....................................................................................................3-24
Information Tab ....................................................................................................3-24
Starting an AVC-based Reservation ...........................................................................3-24
Starting an Ongoing Conference From a Template .................................................3-25
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Starting a Meeting from Microsoft Outlook using the Polycom Conferencing
Add-in to Microsoft Outlook (AVC CP Only Conferencing) ................................ 3-26
Starting an Audio Meeting from a Microsoft Outlook Polycom Meeting
Invitation ................................................................................................................3-26
Connecting to a Conference ................................................................................................ 3-27
Direct Dial-in to the MCU ...........................................................................................3-27
H.323 Participants (AVC CP Only and Mixed CP and SVC
Conferencing) ........................................................................................................ 3-28
SIP Participants (AVC CP, Mixed CP and SVC and SVC Conferencing) ..... 3-28
Entry Queue Access (AVC Participants) ...................................................................3-29
H.323 Participants (AVC Participants) ..............................................................3-29
SIP Participants (AVC Participants) .................................................................3-30
Connecting to a Polycom Conference from an Outlook Meeting Invitation
(AVC Only Conferencing) ........................................................................................... 3-31
Dial-out Participants (AVC CP Only and Mixed CP and SVC Conferencing) .... 3-31
Automatic Dial Out ..............................................................................................3-31
Indications in the Video Layout .........................................................................................3-32
Site Names .....................................................................................................................3-32
Displaying and Hiding Site Names ...................................................................3-33
Transparent Site Names ...................................................................................... 3-34
Permanent Display of Site Names .....................................................................3-34
Location of Site Names ........................................................................................3-34
Obtaining the Display Name from the Address Book ....................................3-34
Message Overlay for Text Messaging (AVC Only) .................................................3-35
Network Quality Indication ........................................................................................3-35
Network Quality Levels ...................................................................................... 3-36
Guidelines ......................................................................................................................3-36
Monitoring Ongoing Conferences ..................................................................................... 3-37
General Monitoring ......................................................................................................3-37
Multi Selection ......................................................................................................3-37
Using the Chairperson Password for Filtering ................................................3-38
Conference Level Monitoring ..................................................................................... 3-38
Audio Only Message (AVC CP Only) ...............................................................3-41
Secured Conference Monitoring (AVC CP Only) ............................................3-41
Participant Level Monitoring ......................................................................................3-41
Participant Connection Monitoring (AVC and SVC-based Connections) ... 3-41
Video Preview (AVC-based Connection) .........................................................3-45
Operations Performed During On Going Conferences ..................................................3-46
Conference Level operations ...................................................................................... 3-46
Changing the Duration of a Conference ...........................................................3-46
Adding Participants from the Address Book ...................................................3-48
Moving Participants Between Conferences (AVC-based Connection) .........3-48
Saving an Ongoing Conference as a Template .................................................3-49
Copy and Paste Conference ................................................................................ 3-50
Copy Conference ..................................................................................................3-50
Paste Conference ...................................................................................................3-50
Paste Conference As ............................................................................................. 3-51
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Changing the Video Layout of a Conference (AVC-Based CP and Mixed
CP and SVC Conferences) ...................................................................................3-52
Video Forcing (AVC-Based CP and Mixed CP and SVC Conferences) ........3-54
Muting all Participants Except the Lecturer (AVC-Based CP
Conferences) ..........................................................................................................3-55
Sending Messages to All Conference Participants Using Message
Overlay (AVC-based Conferences) ....................................................................3-57
Auto Scan (AVC-based CP Only Conferences) ................................................3-58
Customized Polling (AVC-based CP Only Conferences) ...............................3-58
Participant Level Operations ......................................................................................3-60
Copy Cut and Paste Participant ..........................................................................3-62
Copy Participant ...................................................................................................3-62
Cut Participant ......................................................................................................3-63
Paste Participant ....................................................................................................3-63
Paste Participant As ..............................................................................................3-64
Sending Messages to Selected Participants Using Message Overlay
(AVC-based Conferences) ....................................................................................3-65
Conference Control Using DTMF Codes ..................................................................3-66
Requesting Help (CP Only Conferences) ..........................................................3-67
Request to Speak (AVC-based CP Only Conferences) ....................................3-67
Change to Chairperson ........................................................................................3-68
Appendix A - Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Appendix B - Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
Collaboration Server Web Client Installation - Troubleshooting Instructions ............. B-1
Procedure 1: Ending all Internet Explorer Sessions .................................................. B-2
Procedure 2: Deleting the Temporary Internet Files, Collaboration Server
Cookie and Collaboration Server Object ....................................................................B-2
Deleting the Temporary Internet Files ................................................................ B-3
Deleting the RMX/Collaboration Server Cookie .............................................. B-5
Deleting the RMX/Collaboration Server ActiveX Object ................................ B-6
Procedure 3: Managing Add-ons Collisions .............................................................. B-7
Procedure 4: Browser Hosting Controls (Optional) ..................................................B-8
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System Overview
About the Polycom RealPresence Collaboration Server
800s Getting Started Guide
The Polycom® RealPresence Collaboration Server 800s Getting Started Guide provides
information on the installation and basic operation of your RealPresence Collaboration
Server 800s Multipoint Control Unit (MCU) for video conferencing.
This guide will help you understand the Polycom video conferencing components, and
provides description of basic conferencing operations. This guide will help you perform the
following tasks:
• Unpack the RealPresence Collaboration Server system and install it on a rack.
• Connect the required cables to the RealPresence Collaboration Server.
• Perform basic configuration procedures.
• Connect to the MCU.
• Optional. Start a new conference directly on the MCU and connect participants/
endpoints to it.
• Monitor ongoing conferences.
• Perform basic operations and monitoring tasks.
The Polycom® RealPresence Collaboration Server 800s Administrator’s Guide provides more indepth information on configuring and managing the system, and performing the following
tasks:
• Configure the MCU to support special call flows and conferencing requirements, such
as Cascading conferences.
• Advanced conference Management.
• Manage and troubleshoot the MCU performance.
1
Prerequisites
This guide assumes the user has the following knowledge:
• Familiarity with Windows® XP and Windows® 7 operating systems and interface.
• Familiarity with Microsoft® Internet Explorer® Version 7, 8 and 9.
• Basic knowledge of video conferencing concepts and terminology.
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Polycom RealPresence Collaboration Server 800s Getting Started Guide
Who Should Read This Guide?
System administrators and network engineers should read this guide to learn how to
properly install and set up Polycom Collaboration Server systems. Chairpersons and system
operators should read this guide to learn how to use the Collaboration Server Web Client/
RMX Manager to run conferences and monitor them.
For more information on configuring and managing the system, refer to the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide.
Chairpersons and Operators (users who start and manage conferences on the MCU) please
read:
• Chapter 1 – System Overview
• Chapter 3 – Basic Operation
System Administrators please read:
• Chapter 1 – System Overview
• Chapter 2 – First Time Installation and Configuration
• Chapter 3 – Basic Operation
How This Guide is Organized
The following typographic conventions are used in this guide to distinguish types of in-text
information.
Table 1-1 Typographic Conventions
Convention Description
Bold Highlights interface items such as menus, soft keys, flag names, and
directories. Also used to represent menu selections and text entry to the
phone.
Italics Used to emphasize text, to show example values or inputs, file names and to
show titles of reference documents available from the Polycom Support Web
site and other reference sites.
Underlined Blue
Blue Text Used for cross referenced page numbers in the same or other chapters or
<variable name> Indicates a variable for which you must enter information specific to your
Used for URL links to external Web pages or documents. If you click on text in
this style, you will be linked to an external document or Web page.
documents. If you click on blue text, you will be taken to the referenced
section.
Also used for cross references. If you click the italic cross reference text, you
will be taken to the referenced section.
installation, endpoint, or network. For example, when you see <IP address>,
enter the IP address of the described device.
> Indicates that you need to select an item from a menu. For example,
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Administration > System Information indicates that you need to select
System Information from the Administration menu.
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Chapter 1-System 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 Polycom RealPresence Collaboration Server 800s is a high performance, scalable, IPnetwork (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
telepresence and 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
RealPresence Collaboration Server 800s as a standalone MCU system.
Polycom, Inc. 1-3
Figure 1-1 Multipoint Video Conferencing using a RealPresence Collaboration Server 800s
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Polycom RealPresence Collaboration Server 800s Getting Started Guide
R
R
The Polycom 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 MCU units. For more information about the RMX Manager, see "RMX Manager
Application” on page 19-1.
MCU management and IP conferencing are performed via two different LAN ports. The
networks can be separated in Maximum Security Environments.Management and IP Service
can be combined in one LAN port or separate to different ports.
RealPresence Collaboration Server Main Features
Conferencing Modes
The MCU system offers the following Conferencing Modes:
• Media Relay - SVC Conferencing
• Mixed 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 3060fps
All endpoints that do not support the H.264 SVC protocol such as H.263, and 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
Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "AVC Conferencing Video Session Types” on page 2-4.
Media Relay - SVC Conferencing
Media Relay SVC Conferencing is based on the Scalable Video Coding (SVC) video protocol
and SAC Polycom's proprietary Scalable Audio Coding 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 Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "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.
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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.
AVC-based 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.
Dynamic Continuous Presence
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. 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.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"Continuous Presence (CP) Conferencing” on page 2-4.
Video Layouts in CP
A selection of layouts are available to accommodate different numbers of participants and
conference settings.
Multiple Switching Modes
If the number of participants is higher than the number of video windows in the selected
layout, switching between video participants can be performed in one of these modes:
• Voice activation (default mode)
• The Collaboration Server user forces participants to selected video window
• Lecture Mode - The lecturer is viewed in full screen by all conference participants, while
the audience is “time-switched” in the speaker’s view
• Presentation Mode - When the speaker’s presentation extends beyond a predefined time,
he/she becomes the current lecturer and the conference switches to Lecture Mode
Chapter 1-System Overview
Operator Conference
In Continuous Presence conferencing, a special conference that enables the MCU user,
acting as an operator, to assist participants without disturbing ongoing conferences and
without being heard by other conference participants. The operator can move a participant
from an Entry Queue or ongoing conference to a private, one-on-one conversation in the
Operator conference. For more details, see Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Operator Conferences” on page 10-1.
AVC-based Video Resolutions
Resolution Configuration for AVC-based CP Conferences
The Resolution Configuration dialog box enables the Collaboration Server administrators to
modify the video resolution decision matrix, effectively creating their own decision matrix.
The minimum threshold line rates at which endpoints are connected at the various video
resolutions can be optimized by adjusting the resolution sliders.
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Polycom RealPresence Collaboration Server 800s Getting Started Guide
For more information see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Video Resolutions in AVC-based CP Conferencing” on page 4-1.
SVC-based Conferencing
In the Scalable Video Codec (SVC)-based conference, each SVC-enabled endpoint transmits
multiple bit streams, 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.
Using the SVC video protocol, SVC conferences relays the received video streams to the
SVC-enabled endpoints at different resolutions, frame rates and line rates according to the
endpoint’s display capabilities and layout configurations without sending the entire video
layout to the endpoints.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"SVC-based Conferencing” on page 2-9.
H.239
The H.239 protocol allows compliant endpoints to share content. By default, all Conferences,
Entry Queues, and Meeting Rooms launched on the Collaboration Server have H.239
capability.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"Content Sharing” on page 3-1.
IVR-Enabled Conferencing
Interactive Voice Response (IVR) is a software module that automates the connection
process and lets participants perform various operations during ongoing conferences. The
participants use their endpoints’ keypads, remote controls and touch control devices to
interact with the conference’s menu-driven scripts using DTMF codes.
Operations that can be performed by participants or chairpersons during a conference
include:
• Mute or unmute the participant’s audio channel.
• Play the Help menu.
• Mute or unmute undefined dial-in participants upon their connection to the conference.
• Secure and unsecure a conference.
• Request individual and conference assistance (CP conferences).
• Manually terminate the conference.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"IVR Services” on page 17-1.
Entry Queue
An Entry Queue is a special routing lobby for video and audio participants. After dialing the
Entry Queue ID, voice prompts from an IVR service are used to connect the participants to
the appropriate conference.
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This service can also be used (if required) to verify the participant’s right to start an Ad Hoc
conference or to join an ongoing conference.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"Entry Queues” on page 7-1.
Conferencing Capabilities and Options
On Demand Conferencing
The following options are available to set up conferences:
• New Conference – set up once, use once.
The conference is deleted from the MCU after it ends.
• Meeting Rooms – set up once, use many times.
Meeting Rooms are saved in memory (using no resources) and can be activated as
many times as needed.
• Ad Hoc Entry Queue (CP and Mixed CP and SVC Conferencing) – no setup, a new
conference can be created when an AVC participant dials in and enters a conference ID
that is not being used by an existing conference or Meeting Room.
Permanent Conference
Chapter 1-System Overview
A Permanent Conference is an ongoing conference with no predetermined End Time,
continuing until it is terminated by an administrator, operator or chairperson. For more
details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "Permanent
Conference” on page 3-50.
Scheduled Conferencing / Reservations
Reservations provide calendar-based scheduling of single or recurring conferences. These
conferences can be launched immediately or become ongoing, at a specified time on a
specified date. For more details, see Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Reservations” on page 9-1.
Polycom Conferencing for Microsoft Outlook® (AVC-based
Conferencing)
Polycom Conferencing for Microsoft Outlook is implemented by installing the Polycom
Conferencing Add-in for Microsoft Outlook on Microsoft Outlook -mail clients. It enables
meetings to be scheduled with video endpoints from within Outlook. The add-in also adds a
Polycom Conference button in the Meeting tab of the Microsoft Outlook e-mail client ribbon.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"Polycom Conferencing for Microsoft Outlook®” on page 12-1.
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Polycom RealPresence Collaboration Server 800s Getting Started Guide
Connection Methods
All endpoints that do not support the H.264 SVC protocol such as H.263, H.264, or RTV, are
considered AVC endpoints.
AVC-based Connections
In AVC-based connection, H.323 and SIP communication protocols issupported for
connection to the conference.
Endpoints can connect using the following Video Protocols: H.263, H.264 Base and High
Profile and RTV.
• Dial-out: automatically, to pre-defined participants (line rate detection is automatic)
• Dial-in:
— for participants defined in advance
— for undefined participants connecting directly to a conference
— for undefined participants via a single dial Entry Queue
SVC-based Connections
In SVC-based connections, IPv4 SIP communication protocol is supported for connection to
the conference. Endpoints can connect using the SVC Video Protocol.
• Dial-out: not supported for SVC participants in SVC Only or mixed CP and SVC
conferences
• Dial-in:
— for participants defined in advance
— for undefined participants connecting directly to a conference (SIP)
Cascading Conferences (AVC-based Conferencing)
Cascading enables administrators to connect one conference directly to one or several
conferences usually running on different MCUs, depending on the topology, creating one
large conference. Supported topologies are:
• Basic Cascading of two MCUs.
•Star Topology.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"Cascading Conferences” on page 5-1.
Security
• In CP conferences Media Encryption is available at conference and participant levels,
based on AES 128 Media Encryption and DH 1024 Key Exchange standards.
• Secured Communication Mode (SSL/TLS).
• Secured conferences via DTMF codes and limited monitoring of secured conferences.
• Auditor to analyze configuration changes and unusual or malicious activities in the
Collaboration Server.
• Network security can be enhanced by separation of the Signaling and Management
Networks.
• Collaboration Server Users can be disabled by the administrator, or automatically when
inactive. Disabled Users can be enabled by the administrator.
•Support for SNMP versions 1, 2 and 3.
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Chapter 1-System Overview
• The following additional Security features can be implemented:
— Password management:
• Strong Passwords and password re-use / history rules,
• password aging rules, password change frequency and forcing password
change
• Conference and Chairman Passwords
• Locking out Users
• Displaying the User Login record
— Controlling the User Sessions includes:
• Limiting the maximum number of concurrent user sessions
• Connection Timeout
• User session timeout
• Limiting the maximum number of users that can connect to the system
• Multiple Network Services
LAN Redundancy
Enables the redundant LAN port connection to automatically replace the failed LAN port by
using another physical connection and NIC (Network Interface Card) should a LAN port fail.
For more details, see Polycom® RealPresence Collaboration Server 800s Administrator’s Guide,
"LAN Redundancy” on page 16-35.
Conference Management and Monitoring Features
The Collaboration Server Web Client and RMX Manager application provide capabilities for
management and monitoring of participants and conferences, including the following:
CP AVC-based and SVC-based Conferencing
• Active display of all conferences and participants
• Real-time monitoring of each participant’s connection status and properties.
• Automatic termination of idle (no participants) conferences.
• Automatic extension of conference Duration.
• Control of listening and broadcasting audio volume for individual participants.
• Easily accessed Call Detail Records (CDR) for administrator.
• Active display of all system resources.
•
Hot Backup
CP AVC-based Conferencing
• Lecture Mode or Presentation Mode in Continuous Presence conferences.
• Far End Camera Control (FECC/LSD) in video conferences.
• Conference control via DTMF codes from participant’s endpoint or telephone.
•Media Encryption.
• Option to limit the properties display of conference participants in secured conferences.
• Multiple drag & drop of participants.
• Video Preview allows Collaboration Server users to preview video sent from the
participants to the conference and from the conference to the participants.
implements a high availability and rapid recovery solution.
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• Auto Redial when Endpoint Drops instructs the Collaboration Server to automatically
redial IP and SIP participants that have been abnormally disconnected from the
conference.
• Operator Assistance & Participant Move for conferences in CP mode.
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 – 10/100/1000 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 is required and installed automatically.
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.
Microsoft Windows 7™ Security Settings
If Windows 7 is installed on the workstation, Protected Mode must be disabled before
downloading the software to the workstation.
To disable Protected Mode:
1 In the Internet Options dialog box, click the Security tab.
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The Security tab is displayed.
Chapter 1-System Overview
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2 Clear the Enable Protected Mode check box for each of the following tabs:
— Internet
— Local intranet
— Trusted sites
3 After successful connection to Collaboration Server, the Enable Protected Mode check
boxes can be selected to enable Protected Mode for the following tabs:
— Internet
— Local intranet
Internet Explorer 8 Configuration
When using Internet Explorer 8 to run the RP Collaboration Server Web Client or RMX Manager
applications, it is important to configure the browser according to the following procedure.
To configure Internet Explorer 8:
1 Close all browsers running on the workstation.
2 Use the Windows Task Manager to verify that no iexplore.exe processes are running on the
workstation. If any processes are found, use the End Task button to end them.
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3 Open Internet Explorer but do not connect to the MCU.
4 In the Internet Explorer menu bar select Tools >> Internet Options.
The Internet Options dialog box is displayed with General tab open.
Chapter 1-System Overview
5 In the Browsing history section, click the Delete button.
The Delete Browsing History dialog box is displayed.
6 Select the Temporary Internet files and Cookies check boxes.
7 Click the Delete button.
8 The Delete Browsing History dialog box closes and the files are deleted.
9 In the Internet Options dialog box, click the Settings button.
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The Temporary Internet Files and History Settings dialog box is displayed.
10 Click the View objects button.
The Downloaded Program Files folder containing the installed Program Files is displayed.
11 Select the EMAClassLoader.dll file and press the Delete key on the workstation
or right-click the EMA.ClassLoader.dll file and then click Delete.
12 Close the Downloaded Program Files folder and the Temporary Internet Files and History
Settings dialog box.
13 In the Internet Options dialog box, click the OK button to save the changes and close the
dialog box.
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First Time Installation and
Hardware
Installation
and Setup
First Entry
Power-up and
Configuration
Preparations
Preparations
Hardware
Installation
and
Setup
First Entry
Power-up and
Configuration
Configuration
First Time Installation and Configuration of the RealPresence Collaboration Server 800s Virtual
Edition consists of the following procedures:
1 Preparations:
— Gather Network Equipment and Address Information - get the information needed
for integrating the RealPresence Collaboration Server 800s into the local network.
— Unpack the Polycom® RealPresence Collaboration Server 800s.
— Modify the Management Network parameters on the USB memory stick.
2 Hardware Installation and Setup
— Mount the Collaboration Server in a rack.
— Connect the necessary cables.
3 First Entry Power-up and Configuration
— Power up the RealPresence Collaboration Server 800s.
— Register the RealPresence Collaboration Server 800s.
— Connect to the RealPresence Collaboration Server 800s.
— Configure the Default IP Network Service.
2
Preparations
Gather Network Equipment and Address Information
IP Services
The IP addresses and network parameters which enable communication between the
Polycom® RealPresence Collaboration Server 800s, its management application and the
conferencing devices are organized in two IP services:
• Management Network (Control Unit)
• Default IP Service (Conferencing Service which includes the signaling and media)
During the First Entry Configuration, the parameters of these two network services are
modified to comply with your local network settings.
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Management Network
The Management Network enables communication between the RealPresence Collaboration
Server 800s and the Collaboration Server Web Client and is used to manage the MCU.
The Collaboration Server is shipped with default IP addresses as listed in Table 2-1.
Management Network Definition
The configuration of the Management Network can be done by two methods:
• USB Memory Stick (recommended method) – The system is shipped with a USB
Memory Stick containing the default IP addresses for the Control Unit.
These IP addresses are first modified in the administrator’s PC and then uploaded to
the RealPresence Collaboration Server 800s.
• Direct connection – Creating a private network between the RealPresence
Collaboration Server 800s and the computer and modifying the management network
parameters using Fast Configuration Wizard in the Collaboration Server Web Client.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Configuring Direct Connections to the Collaboration Server” on
page F-1.
DHCP is not supported in the Management Network.
Default IP Service (Conferencing Service)
The Default IP Service (Conferencing Service) is used to configure and manage
communications between the RealPresence Collaboration Server 800s and conferencing
devices.
IP Network Services Required Information
When installing the RealPresence Collaboration Server 800s, these default IP addresses must
be modified to your local network settings. Therefore it is important that before powering
up the RealPresence Collaboration Server 800s for the first time, that you obtain the
information needed to complete the Local Network Settings section of the table from your
network administrator.
Conferencing (Media and signaling) and Management networks can be logically separated on the
Collaboration Server to provide enhanced security. Up to three media and signaling networks can
be defined. For more information see “Multiple Networks” in the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide.
For each MCU, an IP address must be allocated in the local network for the:
• Control Unit
• Signaling Host
Example:
The network administrator should allocate Two IP addresses in the local network for a
RealPresence Collaboration Server 800s: Control Unit and Signaling Host. Since the
signaling and media are transferred on the same network, the same IP address is allocated
to both.
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Chapter 2-First Time Installation and Configuration
Table 2-1 Network Equipment and Address Information
Parameter Factory Default Local Network Settings
Control Unit IP Address 192.168.1.254
Control Unit Subnet Mask 255.255.255.0
Default Router IP Address 192.168.1.1
Signaling Host IP address Same as the Media and defined
by the Media IP address
Media Card 1 IP Address Same as the Signaling Host
IP address
Gatekeeper IP address (optional) –
DNS IP address (optional) –
SIP Server IP address (optional) –
Installing the RealPresence Collaboration Server 800s
The installation of the RealPresence Collaboration Server 800s consists of the following
procedures:
• Unpacking the RealPresence Collaboration Server 800s
• Hardware Installation and Rack Mounting
• Connecting the Cables to the MCU
• Modifying the Factory Default Management Network Settings on the USB Memory
Stick
Unpacking the RealPresence Collaboration Server 800s
The RealPresence Collaboration Server 800s system uses a Polycom-branded Dell server.
To unpack and install the hardware:
1 Examine the shipping container for damage. If you find damage, file a claim with the
delivery carrier. Polycom® is not responsible for damage sustained during shipment of
this product.
2 Open and review the container packing slips.
3 Open the container and examine the contents. The system server package includes
these items:
— The Polycom RealPresence Collaboration Server 800s system.
— The Polycom® RealPresence Collaboration Server 800s Virtual Edition Quick Start Guide
— The server Product Information Guide.
— Power cord
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— Two LAN cables
— Rack-mount kit
— Bezel assembly and key
— RealPresence Collaboration Server 800s recovery DVD (included for recovery
purposes; this software is already installed on the server)
— A USB memory stick with hardware diagnostic utilities (to be used only under the
direction of Polycom® Global Services)
— A USB memory stick which contains the LAN Configuration Utility, support
utilities and documentation.
4 Examine the contents for damage. Again, if you find damage, file a claim with the
delivery carrier.
5 Unpack your system and identify each item. Keep all shipping materials in case you
need them later.
Hardware Installation and Rack Mounting
1 Read the “Safety Instructions” in the Rack Installation Guide and then use the brackets
provided to install the system in the rack.
2 Assemble the rails and install the system in the rack following the safety instructions
and the rack installation instructions provided with your system.
3 Connect the system’s power cable(s) to the system.
4 Plug the other end of the cable into a grounded electrical outlet or separate power
source such as an uninterrupted power supply (UPS) or a power distribution unit
(PDU).
5 (Optional) Install the bezel.
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Connecting the Cables to the MCU
LAN port for
Management (eth0)
LAN port for Signaling
and Media (eth1)
>> Connect the RealPresence Collaboration Server 800s system server to the network:
a Connect a LAN cable between the leftmost Ethernet port and the enterprise
network. This is the eth0 Management Network interface, which must be used for
this purpose.
b Connect the second LAN cable between the second Ethernet port to the network to
be used for signaling and media traffic. This is the eth1 network interface, which
must be used for this purpose.
When LAN redundancy is enabled, LAN 1 is used for both management, media and
signaling network connection.Connect the media and signaling cable to LAN 2 port.
By default this port is used for signaling, but when LAN redundancy is enabled, LAN 2
is the backup of LAN 1 port.
Chapter 2-First Time Installation and Configuration
Modifying the Factory Default Management Network Settings on the USB
Memory Stick
The USB memory stick contains a text file, lan.cfg, which holds the factory default IP address
parameters. These parameters must be modified to your local network settings using the
LAN Configuration Utility, also available on the USB memory stick.
To modify the USB memory stick settings:
1 Take the USB memory stick from the Installation Accessories kit and insert it into the PC
workstation.
&
The Polycom RealPresence Collaboration Server Documentation Library
window opens.
— Select Open Folder to view files using Windows Explorer.
Initial Setup Tools
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2 Double-click the index.hta file.
The Language Menu opens, offering a choice of several languages.
3 Click the documentation language of your choice.
An End-User Licence Agreement for Polycom Software is displayed.
4 Read the agreement and click the Accept Agreement button.
5 In the Product Type screen, select RealPresence Collaboration Server 800s.
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Chapter 2-First Time Installation and Configuration
6 In the Initial Setup Utility screen, click the LAN Configuration Utility link.
The LAN Configuration Utility dialog box opens.
7 Modify the following parameters in the utility’s dialog box using the information
supplied by your network administrator.
— Control Unit IP Address (the Management IP address for the MCU)
— Subnet Mask
— Default Router IP Address
8 Click OK.
9 Remove the USB memory stick from the PC workstation.
The USB memory stick is required for First Entry Power-up and Configuration of the MCU.
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Preparations
Hardware
Installation
and Setup
First Entry
Power-up and
Configuration
First Entry Power-up and Configuration
There are four procedures necessary for setup of the new RealPresence Collaboration
Server. It is important that they are performed in the following sequence:
1 First-time Power-up
2 Product Registration.
3 Connection to MCU.
4 Modifying the Default IP Service Settings (Fast Configuration Wizard).
Procedure 1: First-time Power-up
To power-up for the first time using the USB memory stick:
1 Insert the USB memory stick containing the modified IP addresses in USB port on the
RealPresence Collaboration Server 800s front or back panel.
2 Press the power button on the system. The power indicators should light.
System power-up sequence may take approximately 5 minutes.
During this time, the parameters in the lan.cfg file are uploaded from the USB memory
stick to the MCU’s memory and applied during the power-up sequence.
Wait for the upload process to complete. Do not remove the USB memory stick from the
RealPresence Collaboration Server 800s until the connection with the MCU is
established and the Login screen of the Collaboration Server Web Client is displayed.
For more details, see "Procedure 3: Connection to MCU” on page 2-9.
Procedure 2: Product Registration
Before the RealPresence Collaboration Server 800s can be used, it is necessary to register the
product and the various software licenses and obtain an Activation Key.
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During first-time power-up, the Product Activation dialog box is displayed in the
Collaboration Server Web Client, requesting you to enter an Activation Key.
Obtaining the Activation Key
1 Access the Service & Support page of the Polycom website at:
http://support.polycom.com
2 Log in with your Email Address and Password or register as a new user.
3 Select Product Registration.
4 Follow the on-screen instructions for Product Registration and Product Activation.
(The MCU’s serial number/service tag (tagged as ST) on the product sticker on the back
of the unit.).
Register all Polycom Software Licences that you have purchased when obtaining the Activation Key.
For example, Encryption and Multiple Networks each have different Polycom Software Licenses.
5 When the Product Activation Key is displayed, write it down or copy it for later pasting
into the Activation Key field of the Product Activation dialog box.
Procedure 3: Connection to MCU
Chapter 2-First Time Installation and Configuration
If Windows7™ is installed on the workstation, Protected Mode must be disabled before connecting
to the MCU. For more information, see "Microsoft Windows 7™ Security Settings” on page 1-10.
1 Start the Collaboration Server Web Client application on the workstation.
a In the browser’s address line, enter the IP address of the Control Unit in the format:
http://<Control Unit IP Address>, as defined in the USB memory stick.
b Click Enter.
The Collaboration Server Web Client Login screen is displayed.
Once the connection with the MCU is established, you can remove the USB memory stick from the
system.
If the error “Browser environment error. Please close all the browser sessions” appears, close all the
browser sessions, and reconnect to the MCU. If the error message appears again, either run the
automatic troubleshooter utility or manually perform the suggested troubleshooting procedures. For
more details, see Appendix B, “Installation Troubleshooting Procedures” .
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2 In the Collaboration Server Web Client Login screen, enter the default Username
(POLYCOM) and Password (POLYCOM) and click Login.
The Collaboration Server Web Client opens and the Product Activation dialog box appears
with the serial number filled in:
3 Select the “I accept the license agreement” check box to enable Online Registration of
your product.
4 In the Activation Key field, enter or paste the Product Activation Key obtained earlier.
If you did not register your product earlier in the process and you do not have an
Activation Key, click the Polycom Resource Center button to access the Service & Support
page of the Polycom Support website.
5 Click OK.
A message indicating that the Product Activation Key was loaded successfully appears.
If the Product Activation Key fails to load, please contact your vendor.
6 Click OK.
If the Product Activation dialog box does not appear, go to Setup --> Product Activation to display
the dialog box.
As no Default IP Network Service is defined, the system automatically starts the Fast
Configuration Wizard.
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Chapter 2-First Time Installation and Configuration
Procedure 4: Modifying the Default IP Service Settings
The Fast Configuration Wizard is automatically started when no Default IP Network Service is
defined and it assists you in configuring the Default IP Network Service. This happens during
First Time Power-up, before the service has been defined or if the Signaling Service has been
deleted, followed by an Collaboration Server restart.
The IP Management Service tab in the Fast Configuration Wizard is enabled only if the factory
default Management IP addresses were not modified.
Fast Configuration Wizard
1 Enter the required IP information in the dialog box.
Table 2-2 Fast Configuration Wizard – IP Signaling
Field Description
Network Service
Name
Signaling Host
IP Address
Media Card 1
IP Addresses
Subnet Mask Enter the subnet mask of the MCU.
The name Default IP Service is assigned to the IP Network Service by
the Fast Configuration Wizard. This name can be changed.
Note: This field is displayed in all IP Signaling dialog boxes and can
contain character sets that use Unicode encoding.
In the RealPresence Collaboration Server 800s, this field is disabled
as only one IP address is used for the Signaling Host and the Media
Card and it is defined by the Media Card IP address.
In the RealPresence Collaboration Server 800s, one IP address is
used for the signaling and media.
Enter the address to be used by IP endpoints when dialing into the
MCU.
Dial out calls from the Collaboration Server are initiated from this
address.
This address is used to register the Collaboration Server with a
Gatekeeper or a SIP Proxy server.
Default value: 255.255.255.0.
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• To set the Collaboration Server to Secured Communication, first complete the Fast Configuration
Wizard and reset the Collaboration Server. After Login, install the Certificate and then enable
Secured Communication Mode.
• The IP Network Service configured using the Fast Configuration Wizard will be saved only if
Media cards are installed in the Collaboration Server.
2 Click Next.
3 Enter the required Routers information in the dialog box.
Table 2-3 Fast Configuration Wizard – Routers
Field Description
Default Router
IP Address
Enter the IP address of the default router.
4 Click Next.
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5 Enter the required DNS information in the dialog box.
Chapter 2-First Time Installation and Configuration
Table 2-4 Fast Configuration Wizard – DNS
Field Description
MCU Host Name Enter the name of the MCU on the network.
Default name is Polycom MCU.
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
Select this option to automatically register the MCU Signaling Host
with the DNS server.
Server
Local Domain Name Enter the name of the domain where the MCU is installed.
Primary DNS Server
The static IP address of the primary DNS server.
IP Address
6 Click Next.
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7 Select the IP Network Type: H.323, SIP or H.323 & SIP.
The Collaboration Server supports SVC-based conferencing, which is based on the SIP protocol. If
SVC-based conferencing is required in your organization, select SIP as one of your Network Type
options.
8 Click Next.
9 If you selected SIP only, go to Step 13.
10 Enter the required Gatekeeper information in the dialog box.
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Chapter 2-First Time Installation and Configuration
Table 2-5 Fast Configuration Wizard – Gatekeeper
Field Description
Gatekeeper Select Specify to enable configuration of the gatekeeper IP address.
When Off is selected, all gatekeeper options are disabled.
Primary Gatekeeper
IP Address or Name Enter either the gatekeeper’s host name (if a DNS Server is used) or
IP address.
MCU Prefix in
Gatekeeper
Aliases
Alias The alias that identifies the Collaboration Server’s Signaling Host
Typ e The type defines the format in which the card’s alias is sent to the
Enter the string with which the MCU registers itself with the
gatekeeper.
The gatekeeper uses this string to identify the MCU when forwarding
calls to it.
H.323 endpoints use this number as the first part of their dial-in string
when dialing the MCU.
within the network. Up to five aliases can be defined for each
Collaboration Server.
Note: When a gatekeeper is specified, at least one alias must be
entered in the table.
Additional aliases or prefixes may also be entered.
gatekeeper. Each alias can be of a different type:
• H.323 ID (alphanumeric ID)
• E.164 (digits 0-9, * and #)
• Email ID (email address format,
e.g. abc@example.com)
• Participant Number (digits 0-9, * and #)
Note: Although all types are supported, the type of alias to be used
depends on the gatekeeper’s capabilities.
11 Click Next.
12 If you selected H.323, click Next and go to Step 14.
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13 Enter the required SIP Server information in the dialog box.
Table 2-6 Fast Configuration Wizard – SIP Server
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
Transport Type Select the transport type and protocol that is used for signaling
Enter either the IP address of the preferred SIP server or its host
name (if a DNS server is used).
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 – The Signaling Host listens on secured port 5061 only and
all outgoing connections are established on secured connections.
Calls from SIP clients or servers to non secured ports are
rejected.
The following protocols are supported:
• TLS 1.0
• SSL 2.0
• SSL 3.0.
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Chapter 2-First Time Installation and Configuration
14 Enter the required Security information in the dialog box.
Table 2-7 Default IP Network Service – Security
Field Description
SIP Authentication Click this check box to enable SIP proxy authentication.
Select this check box only if the authentication is enabled on the SIP
proxy, to enable the Collaboration Server to register with the SIP
proxy. If the authentication is enabled on the SIP proxy and disabled
on the Collaboration Server, calls will fail to connect to the
conferences.
Leave this check box cleared if the authentication option is disabled
on the SIP proxy.
User Name Enter the user name the Collaboration Server
will use to authenticate itself with the SIP
proxy. This name must be defined in the
gatekeeper.
Password Enter the password the Collaboration Server
will use to authenticate itself with the
gatekeeper. This password must be defined in
the SIP proxy.
These fields can
contain up to 20
ASCII characters.
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Table 2-7 Default IP Network Service – Security (Continued)
Field Description
H.323 Authentication Click this check box to enable H.323 server authentication.
User Name Enter the user name the Collaboration Server
Password Enter the password the Collaboration Server
Select this check box only if the authentication is enabled on the
gatekeeper, to enable the Collaboration Server to register with the
gatekeeper. If the authentication is enabled on the gatekeeper and
disabled on the Collaboration Server, calls will fail to connect to the
conferences.
Leave this check box cleared if the authentication option is disabled
on the gatekeeper.
will use to authenticate itself with the
gatekeeper. This name must be defined in the
gatekeeper.
will use to authenticate itself with the
gatekeeper. This password must be defined in
the gatekeeper.
These fields can
contain up to 64
ASCII characters.
15 Click Save & Continue.
The IP Network Service is created and confirmed.
16 Click OK.
The RMX Time dialog box is displayed.
17 Set the RMX Time using one of the three available options: setting the RMX Time
manually, clicking the Retrieve Client Time button, or using the NTP Servers options.
Table 2-8 Fast Configuration Wizard - Collaboration Server Time
Field Description
GMT Date The date at Greenwich, UK.
Local Time The MCU’s local time settings, are calculated from the GMT Time
and the GMT Offset.
GMT Time Displays the MCU’s current GMT Time settings.
Option 1: Manually setting the Collaboration Server time:
• Using the Up or Down arrows alter the GMT Time and the GMT
Offset to set the Collaboration Server time.
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Chapter 2-First Time Installation and Configuration
Table 2-8 Fast Configuration Wizard - Collaboration Server Time (Continued)
Field Description
GMT Offset The time zone difference between Greenwich and the MCU’s
physical location.
• Using the Up or Down arrows manually modify the GMT Offset
time on the Collaboration Server.
Retrieve Client Time Option 2: Automatically setting the MCU time:
• Click this button to automatically update the MCU's GMT Date,
Time and Offset to match that of the workstation.
Use NTP Server Option 3: Setting the MCU time by synchronizing with external NTP
servers:
• Select this check box to synchronize the time with up to three
external NTP servers. Once selected, you must enter the IP
address of at least one external NTP server to implement this
mode.
• 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.
Note: When this option is selected, the manual GMT Date and GMT
Time setting options are disabled. The GMT Offset fields are still
active.
18 Click Next.
The Administrator User dialog box is displayed.
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19 Enter the required Administrator User information:
Table 2-9 Fast Configuration Wizard - Administrator User
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.
20 Click Next.
The System Flags dialog box is displayed.
21 Enter the required System Flags information in the dialog box.
Table 2-10 Fast Configuration Wizard – System Flags
Field Description / Default
Conference ID
Length (MCU)
Minimum Conference
ID Length (User)
Maximum
Conference ID
Length (User)
MCU Display Name The MCU name is displayed on the endpoint’s screen.
The number of digits of the Conference
ID to be assigned by the MCU.
Range: 2-16 (Default: 5)
The minimum number of digits that the
user must enter when manually
assigning a numeric ID to a conference.
Range: 2-16 (Default: 4)
The maximum number of digits that the
user can enter when manually assigning
a Numeric ID to a conference.
Range: 2-16 (Default: 8)
Default name: RealPresence Collaboration Server 800s
Note: Selecting 2 digits
limits the number of
simultaneous ongoing
conferences to 99.
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Chapter 2-First Time Installation and Configuration
Table 2-10 Fast Configuration Wizard – System Flags (Continued)
Field Description / Default
Terminate
Conference when
Chairperson Exits
Auto Extend
Conferences
When Yes is selected (default), the conference ends when the
chairperson exits even if
When No is selected, the conference automatically ends at the
predefined end time, or when all the participants have disconnected
from the conference.
When Yes is selected (default), allows conferences running on the
Collaboration Server to be automatically extended as long
are participants connected and there are available resources.
The maximum extension time allowed by the MCU is 30 minutes.
there are other participants connected.
These flags can be modified later, if required, by selecting the System Configuration
option from the Setup menu. For more information, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Modifying System Flags” on page 21-1.
22 Click Save & Close.
The system confirms successful configuration.
23 In the Success Message box, click OK.
24 In the Reset Confirmation dialog box, click Yes.
25 In the Please wait for system reset message box, click OK.
as there
System restart may take up to five minutes.
26 Refresh the browser periodically until the Login screen is displayed.
27 When the Login screen is displayed, enter your Username and Password and click Login.
The Fast Configuration Wizard configures the Default IP Network Service with common parameters.
Specific or additional settings (e.g. for ICE, or Secured Mode) should be performed once the initial
configuration is complete. For detailed description of the IP Network Services, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide, Network Services.
Selecting the Collaboration Server Web Client Languages
By default, the Collaboration Server Web Client interface is displayed only in English.
However, the system administrator can choose the languages available for selection on the
Login screen. These languages are represented by flags.
To choose the languages for selection in the Login screen:
1 On the Collaboration Server menu, click Setup > Customized Display Settings >
Multilingual Setting.
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2 Click the check boxes of the languages to appear in the Login screen of the Collaboration
Server Web Client. For more information see the Polycom® RealPresence Collaboration
Server 800s Administrator’s Guide, "Multilingual Setting” on page 20-36.
If the selected language is not supported by the browser or the workstation’s Operating
System, the Collaboration Server Web Client is displayed in English.
3 Click OK.
4 Log out and reconnect to the Collaboration Server.
The Login screen will display the flags of the selected languages.
RealPresence Collaboration Server 800s Default
Conferencing Settings
The Collaboration Server is shipped with default pre-configured conferencing entities set to
CP (AVC) Conferencing Mode, which allow the MCU users and participants to start CP AVC
ongoing conferences without further configuration.
The default conferencing entities are:
Table 2-11 Default AVC-based Conferencing Entities
Entity Description
Meeting Rooms Conferences saved on the MCU without using resources. They are
activated when the first participant dials in.
There are four Meeting Rooms ready for use:
Name ID
Maple_Room 1001
Oak_Room 1002
Juniper_Room 1003
Fig_Room 1004
Each Meeting Room uses the default Conference Profile called
Factory_Mix_SVC_CP_Video_Profile set to Mixed SVC and CPCP
(AVC) Only Conferencing Mode, running at 1920Kbps and has a
default duration of one hour.
Conference Profile Name: Factory_Mix_SVC_CP_Video_Profile
A Mixed CP and SVC Conference Profile is assigned to a Meeting
Room to define its Conferencing Mode, conferencing parameters,
such as line rate and video resolution.
Factory_Mix_SVC_CP_Video_Profile is set to a line rate of 1920Kbps,
Auto Layout and contains video parameters that can be used for
connection to conference by both AVC and SVC enabled endpoints.
The Profile uses an IVR Service called Conference IVR Service.In
addition to the default Conference Profile, the system is shipped with
the following default Conference Profiles:
• Factory_SVC_Video_Profile - Contains the parameters of an SVC-
based conference
Factory_Video_Profile - Contains the parameters of an AVC-CP only
conference
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Table 2-11 Default AVC-based Conferencing Entities (Continued)
Entity Description
Conference IVR Service Name: Conference IVR Service
The Conference IVR Service includes an optional video slide and all
the voice messages played during the participant’s connection
process and during the conference.
The Conference IVR Service contains a set of voice prompts in
English and an optional video slide.
It automates the participant’s connection to a conference.
Chapter 2-First Time Installation and Configuration
Entry Queue
(AVC endpoints)
Name ID
DefaultEQ 1000
Using an Entry Queue enables one dial-in number to be used for all
AVC-based connections. In the Entry Queue, AVC participants are
prompted for information to enable routing to their destination
conferences.
A default Entry Queue called DefaultEQ is provided.
The default Entry Queue is also set to Ad Hoc conferencing which
allows participants to start new conferences without prior definition by
entering a Conference or Meeting Room ID that is not used by any
ongoing conference currently running on the MCU. It uses an Entry
Queue IVR Service called Entry Queue IVR Service.
The default Welcome Slide displayed at the participants endpoint
upon connection to the Entry Queue and lists the default Meeting
Rooms. The participant can select one of these Meeting Rooms or
enter another ID to start a new conference.
If no Transit Entry Queue is defined, DefaultEQ is the default Tra n s i t
Entry Queue. For more information see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Transit Entry
Queue” on page 7-5.
Entry Queue IVR Service Name: Entry Queue IVR Service
Includes all the voice messages and video slides used to guide AVC
participants though their connection process to the MCU and route
them to their destination conference.
Entry Queue IVR Service is the default Entry Queue IVR Service
provided for the default Entry Queue.
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Customizing the RealPresence Collaboration Server 800s Default
Conferencing Settings
You can customize the conferencing entities to your organization’s requirements:
• To define SVC-based, Mixed CP and SVC or CP Only conferences, a new Conference
Profile must be created, setting the appropriate Conferencing Mode, the video
parameters for the conference.
This Profile can be used for defining new ongoing conferences and Meeting Rooms.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Defining New Profiles” on page 2-19.
To modify the properties of an existing CP conference Profile, such as the conference
line rate, or specific video layout for the conference, create a new Conference Profile.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Defining New Profiles” on page 2-19.
To allow AVC participants to connect to a single dial Entry Queue at a line rate other
than 384 Kbps (as in the default Entry Queue) or play voice messages in different
languages – create a new Entry Queue.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Defining a New Conference IVR Service” on page 17-6.
• You can personalize Meeting Rooms for people in your organization with predefined
conference and chairperson passwords (for added security) and allow only authorized
people to start on going conferences. For more information, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide, "Meeting Rooms” on page 6-1.
• The conferencing entities are designed mainly for dial in participants without prior
definition of participants. You can create your own Address Book containing a list of
AVC participants to be dialed by the MCU. Once defined, these participants can be
added to ongoing conferences saving the need to define them again.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Address Book” on page 8-1.
• You can schedule conferences to start in the future. For more details, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide, "Reservations” on page 9-1.
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Basic Operation
The MCU can be controlled using the Collaboration Server Web Client and the RMX Manager
application. The most common operations performed via these applications are:
• Starting, monitoring and managing conferences
• Monitoring and managing participants and endpoints as individuals or groups.
— Participant – A person using an endpoint to connect to a conference. When using a
Room System, several participants use a single endpoint.
— Endpoint – A hardware device, or set of devices, that can call, and be called by an
MCU or another endpoint. For example, an endpoint can be a phone, a camera and
microphone connected to a PC or an integrated Room System (conferencing system).
— Group – A group of participants or endpoints with a common name.
Starting the Collaboration Server Web Client
3
You start the Collaboration Server Web Client by connecting to the MCU system. To connect to
the MCU you need to get the following information from your system administrator:
•User name
• Password
•MCU Control Unit IP Address
To start the Collaboration Server Web Client:
1 In your browser address line, enter
Enter key.
The Login screen is displayed.
http://<Control Unit IP Address> and press the
2 Enter your Username and Password and click the Login button.
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Conferences List List Pane
Status
Bar
RealPresence Collaboration
Server Management
Address Book
Conference
Templates Tab
If the default User name and password were not changed on first entry, the default
Username and Password are both POLYCOM.
The Collaboration Server Web Client main screen is displayed.
The Login screen contains a link to the RMX Manager installer.
Using the RMX Manager application, a single user can control a single or multiple Collaboration
Server units as well as conferences from multiple Collaboration Servers. The RealPresence
Collaboration Server 800s can also be managed and controlled by the same RMX Manager
application.
For more information see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "RMX Manager Application” on page 19-1.
Collaboration Server Web Client Screen Components
The Collaboration Server Web Client’s main screen consists of the following panes:
• Conference List • Status Bar
• List Pane • Address Book
• Collaboration Server Management • Conference Templates Tab
You can login as a user with Chairperson, Operator or Administrator authorization. Your
Authorization Level determines your viewing and system functions.
The Administrator’s view is shown below:
The main screen can be customized. For more information, see "Customizing the Main Screen”
on page 3-9.
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Chapter 3-Basic Operation
Viewing and System Functionality Permissions
The
Collaboration Server
Authorization Level
Table 3-1 Viewing and System Permissions
Conference List
List Pane
Address Book
Conference Templates
Status Bar
Web Client
user’s viewing and system functionality depend on the
assigned to each user as summarized in Table 3-1:
Authorization Level
Chairperson Operator Administrator
Viewing Permissions
RealPresence Collaboration Server
Management
Conference Alarms
Conference Status
Configurations
System Functionality
Start Conferences
Monitor Conferences
Monitor Participants
Solve Basic Problems
Modify MCU Configuration
In addition to Chairpersons, Operators and Administrators, additional user types are:
• Auditor: A user that can view Auditor Files and audit the system. For more information see the
Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "Auditor” on
page 21-61.
• Machine Account: A User Name associated with servers (machines). For more information see
the Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "Users” on
page 15-1.
• Administrator - Read Only: A user with the viewing and monitoring permissions of a regular
Administrator, but can only create system backups and cannot perform any other functional
operation. For more information see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "RMX Users” on page 15-1.
For more information, see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Users, Connections, and Notes” on page 15-1.
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Toolbar
List Headers
Conference Data
New Conference
Delete Conference
Save Conference
to Template
Chairperson Password Field
Chairperson Password
Column
Refresh Button
Participants: 2, Cascade Links: 1, Total (Expected): 8
Conferences List
If you are logged in as a User with Operator or Administrator permissions:
The Conferences pane lists all the conferences currently running on the MCU along with their
Status, Conference ID, Start Time and End Time data. The number of ongoing conferences is
displayed in the pane’s title.
The Conferences list toolbar contains the following buttons:
• New Conference – to start a new ongoing conference.
• Delete Conference – delete the selected conference(s).
• Save Conference to Template - to save the conference with its participants to a template
for future use.
If you are logged in as a User with Chairperson permissions:
•You can list and monitor conferences you have started or for which you have entered
the password or that don’t have a Chairperson Password assigned.
•A Chairperson Password field and a Refresh button are displayed.
The Refresh button does not change the Chairperson Password; it refreshes the
Conferences list to display all ongoing conferences with the requested password.
For more information see “Using the Chairperson Password for Filtering” on page 3-38.
•A Chairperson Password column is included in the conference data.
List Pane
The List pane displays details of the item selected in the Conferences pane or RealPresence
Collaboration Server Management pane.
The title of the pane changes according to the selected item.
Example: When an ongoing conference is selected in the Conferences pane, the list and
parameters of the connected participants is displayed.
Selecting an item in the RealPresence Collaboration Server Management pane lists the items
currently defined.
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Example: If the Users item is selected, a list of system Users defined for the MCU is
Total number of users
Viewing
Chairpers
Administra
Operator
Viewing
Chairpers
Administra
Operator
Active
Alarms
Faults
List
displayed.
RealPresence Collaboration Server Management Pane
TheRealPresence Collaboration Server Management pane lists the entities that need to be
configured to enable the RealPresence Collaboration Server to run conferences. Only users
with Administrators permission can modify these parameters.
The RealPresence Collaboration Server Management pane is divided into two sections:
• Frequently Used – parameters often configured monitored or modified.
• Rarely Used – parameters configured during initial system set-up and rarely modified
afterward.
Items can be moved between these two sections to customize the management tasks per
system User. For more details, see "Customizing the RealPresence Collaboration Server
Management Pane” on page 3-10.
Chapter 3-Basic Operation
Status Bar
The Status Bar at the bottom of the Collaboration Server Web Client contains System and
Participant Alerts tabs as well as Port Usage Gauges and an MCU State indicator.
Starting from version 8.0/8.1, the basic unit used for reporting resource usage in the Port Gauges
has changed from CIF to HD720p30. Results are rounded to the nearest integer.
System Alerts
This is a list of system problems. The alert indicator flashes red when at least one system
alert is active. The flashing continues until a user with Operator or Administrator
permission reviews the list.
The System Alerts pane is opened and closed by clicking the System Alerts button in the left
corner of the Status Bar.
For more information about Active Alarms and Faults List, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "System and Participant Alerts” on page 20-1.
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Viewing
Chairpers
Administra
Operator
Viewing
Chairpers
Administra
Operator
Video Port Usage Indicator
Total Allocated Video Ports (HD resolution) In System
Video Ports In Use
Video High Port Usage Threshold
Participant Alerts
This is a list of participants that are experiencing connection problems. It is sorted by
conference.
The Participant Alerts pane is opened and closed by clicking the Participant Alerts button in
the left corner of the Status Bar.
Port Usage Gauges
The Port Usage gauges indicates:
• The total number of Videoports in the system.
• The number of Video ports in use.
•The High Port Usage threshold.
Starting from version 8.0/8.1, the basic unit used for reporting video resource usage in the Port
Gauges has changed from CIF to HD720p30. Results are rounded to the nearest integer.
The High Port Usage threshold represents a percentage of the total number of video or
voice ports available. It is set to indicate when resource usage is approaching its
maximum, resulting in no free resources to run additional conferences. When port
usage reaches or exceeds the threshold, the red area of the gauge flashes.
The default port usage threshold is 80% and it can be modified by the system
administrator. For more information, see the Polycom® RealPresence Collaboration Server
800s Administrator’s Guide, "Port Usage Threshold” on page 20-11.
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Address Book
Viewing
Chairpers
Administra
Operator
Progress Indicator Time Remaining
Viewing
Chairpers
Administra
Operator
Hierarchical Tree
Group
Video Participant
Audio Participant
Delete Group
New Participant
Import Address Book
New Group
Export Address Book
Delete Participant
Click to hide Address Book
Find
Displays the All Participants List
Chapter 3-Basic Operation
MCU State
The MCU State indicator displays one of the following:
• – The MCU is starting up. The time remaining until the system
start-up is complete is displayed between brackets while a blue progress indicator bar
indicates the start-up progress.
• – The MCU is functioning normally.
• – The MCU has a major problem. MCU behavior could be affected
and attention is required.
The Address Book is a list of Participants and Groups that have been defined on the MCU. The
information in the Address Book can be modified only by an administrator. All system users
can, however, view and use the Address Book to assign participants to conferences.
The Address Book toolbar contains a Quick Search field and the following six buttons:
• New Participant • New Group
• Delete Participant • Delete Group
• Import Address Book • Export Address Book
The Navigation pane of the Address Book contains the following types of lists:
• Hierarchical — displays a multi-level hierarchical tree of groups and participants.
• All Participants — when clicked, displays the single unique entity of all the
Double-clicking a group on the navigation pane displays the group participants and
sub-groups in the List pane.
participants in a single level as in previous versions. When adding a participant to a
group, the system adds a link to the participant’s unique entity that is stored in the All
Participants list.
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Click tab to open Address Book
The Participants List in the Address Book lists entries according to:
• Type – whether an individual Participant or a Group of participants
• Name – of the participant or group
• Dialing Direction – Dial-in or Dial-out
• IP Address/Phone – of the participant
• Encryption - whether the participant is encrypted, not encrypted or the system
automatically selects the encryption according to the conference settings
Displaying and Hiding the Address Book
The first time you access the Collaboration Server Web Client, the Address Book pane is
displayed. You can hide it by clicking the anchor pin ( ) button.
The Address Book pane closes and a tab appears at the right edge of the screen.
Click the tab to re-open the Address Book.
Conference Templates
Conference Templates enable administrators and operators to create, save, schedule and
activate identical conferences.
A Conference Template:
• Saves the conference Profile.
• Saves all participant parameters including their Personal Layout and Video Forcing
settings.
• Simplifies the setting up Telepresence conferences where precise participant layout and
video forcing settings are crucial.
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Chapter 3-Basic Operation
Conference Templates Tab
Number of Saved Conference Templates
New Template
Delete Template
Start Template
Schedule Template
List of
Saved
Temp la te s
Click to hide the
Conference Templates List
Number of Saved Conference Templates
Displaying and Hiding Conference Templates
The Conference Templates list pane is initially displayed as a closed tab in the Collaboration
Server Web Client main window. The number of saved Conference Templates is indicated on
the tab.
Clicking the tab opens the Conference Templates list pane.
Hide the Conference Templates list pane by clicking the anchor pin ( ) button in the top right
corner of the pane.
The Conference Templates list pane closes and a tab appears in the top right corner of the
screen.
Customizing the Main Screen
You can customize the main screen according to your preferences. Pane sizes can be
changed, column widths can be adjusted and data lists can be sorted.
Customization settings are automatically saved for each logged-in user.
The next time the Collaboration Server Web Client is opened, the main screen settings appear as
they were when the user exited the application.
To re-size a pane:
>> Move the pointer over the pane border and when the pointer becomes a click and
drag the pane border to the required size and release the mouse button.
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To adjust column width:
1 In the column header row, place the pointer on the vertical field- separator bar of the
column.
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Polycom® RealPresence Collaboration Server 800s Getting Started Guide
2 When the pointer becomes a , click and drag the field separator bar to the required
column size and release the mouse button.
To sort the data by any field (column heading):
1 In the Conference list or List view pane, click on the column heading of the field to be
used for sorting.
A or symbol appears in the column heading indicating that the list is sorted by
this field, as well as the sort order.
2 Click on the column heading to toggle the column’s sort order.
To change the order of columns in a pane:
>> Click the column heading to be moved and drag it to its new position. When a set of red
arrows appears indicating the column’s new position, release the mouse button.
To restore the RealPresence Collaboration Server display window to its default
configuration:
>> On the system menu, click View > Restore RealPresence Collaboration Server 800s
Display Defaults.
Increasing and Decreasing the Text Size
You can increase or decrease the text size of the Collaboration Server Web Client windows
for easier readability.
To increase or decrease the text size:
1 On the system menu, click View.
2 Select the drop-down arrow on the Zoom option and click the desired text size
percentage (default is 100%).
In some cases, the text in the dialog boxes in the Collaboration Server Web Client might appear not
aligned or incomplete. This issue is not caused by setting the Zoom option. Rather, the text size in
the Display settings in Windows Control Panel may affect the display of the dialog boxes. Check the
Windows Display settings by clicking the Windows Start button and selecting Control
Panel>Display. For Windows XP, click the Appearance tab, select Normal for the Font size and
click OK. For Windows 7, select the Smaller - 100% option and click OK.
Customizing the RealPresence Collaboration Server Management Pane
The RealPresence Collaboration Server Management pane can be viewed either as a list or as a
toolbar.
To switch between Toolbar and List Views:
1 In the RealPresence Collaboration Server Management pane, click the Toolbar View button to
switch to Toolbar view.
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Chapter 3-Basic Operation
Toolbar View
List View
Toolbar View Button
List View Button
The new position of
the Networks icon
List
View
2 In Toolbar view, click the List View button to switch back to List view.
In List view, you can move items between the Frequently Used and Rarely Used sections
depending on the operations you most commonly perform and the way you prefer to
work with the Collaboration Server Web Client. This option does not work in Toolbar view
as all items are represented by icons.
To expand or collapse the Frequently Used and Rarely Used sections:
The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the
and buttons.
To move items within and between the Frequently Used and Rarely Used sections:
1 In the RealPresence Collaboration Server Management pane click and drag the icon of the
item that you wish to move.
An indicator line ( ) appears indicating the new position of the icon.
Release the mouse button when the icon is in the desired
position.
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Starting a Conference
There are several ways to start a conference:
• Clicking the New Conference button in the Conferences pane. For more information, see
"Starting an AVC CP Conference from the Conferences Pane” on page 3-12and "Starting a
Mixed CP and SVC or SVC Only Conference from the Conferences Pane” on page 3-21.
• Dialing in to a Meeting Room.
A Meeting Room is a conference that is saved on the MCU. It remains in passive mode
until it is activated by the first participant, or the meeting organizer, dialing in.
For more information about Meeting Rooms, see the Polycom® RealPresence Collaboration
Server 800s Administrator’s Guide, "Meeting Rooms” on page 6-1.
• Dialing in to an Ad Hoc Entry Queue which is used as the access point to the MCU. This
option is valid to AVC participants dialing into an AVC-based or a Mixed CP and SVC
Entry Queue.
For a detailed description of Ad Hoc Entry Queues, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Entry Queues” on page 7-1.
•Start a Reservation:
— If the Start Time of the Reservation is past due the conference becomes ongoing
immediately.
— If the Start Time of the Reservation is in the future the conference becomes ongoing,
at the specified time on the specified date.
For more information, see "Changes made to this information once the conference is running
are not saved to the CDR.” on page 3-19.
•Start any Conference Template saved in the Conference Templates list.
For more information, see "Starting an Ongoing Conference From a Template” on
page 3-25.
• Clicking on the link included in a Microsoft Outlook Polycom Meeting Invitation or by
manually dialing the numbers displayed in the invitation using the endpoint's numeric
input device.
This option is valid to AVC participants only.
Attendees that have received an invitation to a Polycom Meeting via the Polycom
Conferencing Add-in for Microsoft Outlook can start a conference by being the first invited
attendee to click on a link in the Meeting Invitation displayed on his/her workstation or
calendaring enabled endpoint, or manually dial in to the meeting using the Polycom
Conference information included in the Meeting Invitation
For more inf
Administrator’s Guide, "Polycom Conferencing for Microsoft Outlook®” on page 12-1.
ormation see the Polycom® RealPresence Collaboration Server 800s
.
Starting an AVC CP Conference from the Conferences Pane
In the RealPresence CloudAxis Solution, the conferencing parameters are defined in the
RealPresence CloudAxis suite using its RealPresence Virtualization Manager (DMA) component.
To start CP conference from the Conference pane:
1 In the Conferences pane, click the New Conference ( ) button.
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The New Conference – General dialog box opens.
Chapter 3-Basic Operation
The system displays the conference default Name, Duration and the default Profile,
which contains the conference parameters and media settings.
The system automatically allocates the conference ID, when the conference starts.
In most cases, the default conference ID can be used and you can just click OK to launch
the conference. If required, you can enter a conference ID before clicking OK to launch
the conference.
If you are the meeting chairperson or organizer using the Collaboration Server Web Client
to start your own meeting, you need to communicate the default conference ID (or the
one you created) to the other conference participants so they can dial in.
You can use the New Conference - General dialog box to modify the conference
parameters. If no defined participants are to be added to the conference, or you do not
want to add additional information, click OK.
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General Tab
2 Define the following parameters:
Table 3-2 New Conference – General Options
Field Description
Display Name The Display Name is the conferencing entity name in native language
character sets to be displayed in the RP Collaboration Server Web
Client.
In conferences, Meeting Rooms, Entry Queues and SIP factories the
system automatically generates an ASCII name for the Display Name
field that can be modified using Unicode encoding.
•
English text uses ASCII encoding and can contain the most
characters (length varies according to the field).
• European and Latin text length is approximately half the length of
the maximum.
• Asian text length is approximately one third of the length of the
maximum.
The maximum length of text fields also varies according to the
mixture of character sets (Unicode and ASCII).
Maximum field length in ASCII is 80 characters.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the Collaboration Server displays an error
message requesting you to enter a different name.
Note: This field is displayed in all tabs.
Duration Define the duration of the conference in hours using the format
HH:MM (default 01:00).
Default minimum duration is 11 minutes when the Automatic
Extension of conference duration mechanism is enabled. To define a
shorter duration, the Automatic Extension of conference duration
mechanism is disabled, by setting the system flag
ENABLE_AUTO_EXTENSION to NO. For more information about
system flags, see the Polycom® RealPresence Collaboration Server
800s Administrator’s Guide, "Modifying System Flags” on page 21-1.
Note: This field is displayed in all tabs.
Permanent
Conference
Click this check box to make this conference a Permanent
Conference: an ongoing conference with no pre-determined End
Time, continuing until it is terminated by an administrator, operator or
chairperson. For more information see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Permanent
Conference” on page 3-50.
Note: This field is displayed in all tabs.
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Chapter 3-Basic Operation
Table 3-2 New Conference – General Options (Continued)
Field Description
Routing Name Routing Name is the name with which ongoing conferences, Meeting
Rooms, Entry Queues and SIP Factories register with various
devices on the network such as gatekeepers and SIP servers. This
name must be defined using ASCII characters.
Comma, colon and semicolon characters cannot be used in the
Routing Name.
The Routing Name can be defined by the user or automatically
generated by the system if no Routing Name is entered as follows:
• If ASCII characters are entered as the Display Name, it is used
also as the Routing Name
• If a combination of Unicode and ASCII characters (or full Unicode
text) is entered as the Display Name, the ID (such as Conference
ID) is used as the Routing Name.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the Collaboration Server displays an error
message and requests that you enter a different name.
Profile The system displays the name of the default Conference Profile.
Select the required Profile from the list.
The Conference Profile includes the conferencing mode, conference
line rate, media settings and general settings.
For a detailed description of Conference Profiles, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide,
"Conference Profiles” on page 2-1.
ID Enter the unique-per-MCU conference ID. If left blank, the MCU
automatically assigns a number once the conference is launched.
This ID must be communicated to conference participants to enable
them to dial in to the conference.
Note: If setting the Conference ID to the digits that are used for MCU
prefix in Gatekeeper (for example gatekeeper prefix is set to 10 and
the conference ID is 1001), the system will not be able to dial to the
destination conference as the prefix digits are truncated from the
conference ID, preventing the system from locating it.
Note: If SIP Factories are used do not use the number 7001 as an ID.
7001 is the default SIP Factory ID.
Conference
Password
Enter a password to be used by participants to access the
conference. If left blank, no password is assigned to the conference.
This password is valid only in conferences that are configured to
prompt for a conference password.
This field is numeric and has a default length of 4 characters. The
administrator can modify it in the Setup - System Configuration
settings. For more information, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide,
on page 21-1.
Flags”
"Modifying System
The Collaboration Server can be configured to automatically generate
conference (and chairperson) passwords when these fields are left
blank. For more information, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Automatic
Password Generation Flags” on page 21-34.
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Table 3-2 New Conference – General Options (Continued)
Field Description
Chairperson
Password
Maximum Number of
Participants
Enter a password to be used by the Collaboration Server to identify
the Chairperson and grant him/her additional privileges. If left blank,
no chairperson password is assigned to the conference. This
password is valid only in conferences that are configured to prompt
for a chairperson password.
This field is numeric and has a default length of 4 characters. The
administrator can modify it in the Setup - System Configuration
settings. For more information, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Modifying System
Flags” on page 21-1.
The Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide can be configured to automatically generate
chairperson (and conference) passwords when these fields are left
blank. For more information, see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Manually Adding
and Deleting System Flags” on page 21-12.
Indicate the total number of participants that can be connected to the
conference. The automatic setting indicates that the maximum
number of participants that can be connected to the conference is
determined according to resource availability.
Note: If a number is specified, it should be large enough to
accommodate the participants specified in the Reserve Resources for
Video/Audio Participants fields.
3 If all participants are undefined, dial-in and no additional information is required for
the new conference, click OK.
4 To add participants from the Participants Address Book or to define participants (mainly
dial-out participants) click the Participants tab.
Participants Tab
This procedure is optional.
The Participants tab is used to add participants to the conference from the Address Book or by
defining them. Defined dial-out participants are connected to the conference automatically when the
conference is launched, unless the Dial Out Manually option is selected.
5 Click the Participants tab.
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Chapter 3-Basic Operation
Participants
List
The Participants tab opens.
When defining a new conference, the Participants List is empty.
The following table describes the information displayed in the Participants List and the
operations that can be performed.
Table 3-3 New Conference – Participants Tab
Column / Button Description
Participants List
Name A Unicode field that displays the participant’s name and an icon
representing the endpoint type: Voice or Video.
IP Address/Phone Indicates the IP address or phone number of the participant’s
endpoint.
• For dial-out connection, displays the IP address or phone
number of the endpoint called by the RealPresence
Collaboration Server 800s.
• For dial-in connection, displays the participant’s IP address or
phone number used to identify and route the participant to the
appropriate conference.
Alias Name/SIP
Address (IP Only)
Network The network communication protocol used by the endpoint to connect
Dialing Direction Select the dialing direction:
Displays the alias name of an H.323 endpoint or the SIP URL.
to the conference: H.323 or SIP .
• Dial-in – The participant dials in to the conference. This field
applies to IP participants only.
• Dial-out – The MCU dials out to the participant.
•
Encryption Displays whether the endpoint uses encryption for its media.
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The default setting is Auto, indicating that the endpoint must connect
according to the conference encryption setting.
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Table 3-3 New Conference – Participants Tab (Continued)
Column / Button Description
Lecturer This option is used to activate the Lecture Mode. Select the
Buttons
New Click to define a new participant.
Remove Click to remove the selected participant from the conference.
participant you want to designate as Lecturer from the list of
conference participants.
The Lecturer can be selected once the conference is running and
participants are connected.
For more information, see the Polycom® RealPresence Collaboration
Server 800s Administrator’s Guide, "Adding a New participant to the
Address Book Directly” on page 8-7.
Add from Address
Book
Click to add a participant from the Address Book to the conference.
Participants can be added to the conference in the following methods:
— Defining a new participant during the definition of the conference (clicking the
New button).
— Adding pre-defined participants from the Address Book by either selecting the
participants from the list or dragging and dropping the participants from the
Address Book to the Participants list.
— Dial-in participants can connect to the conference after it was started (without
using the New Conference - Participants dialog box).
— Once the conference has started, participants can be added to a conference directly
from the Participants Address Book without having to use the New Conference –
Participants tab. For more details, see "Adding Participants from the Address Book” on
page 3-48.
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Chapter 3-Basic Operation
To add participants from the Address Book:
6 In the Participants List, click the Add from Address Book button to open the Participants
Address Book.
The All Participants list opens.
7 In the Participants Address Book, select the participants that you want to add to the
conference and click the Add button.
Standard Windows multiple selection techniques can be used in this procedure.
8 The selected participants are assigned to the conference and appear in the Participant
List.
9 Select additional Participants or click the Close button to return to the Participants tab.
Information Tab
In the Info fields, you can add general information about the conference, such as contact
person name, company name, billing code, etc.
This information is written to the Call Detail Record (CDR) when the conference is launched.
Changes made to this information once the conference is running are not saved to the CDR.
This procedure is optional.
The information entered into these fields does not affect the conference.
To add information to the conference:
10 Click the Information tab.
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The Information tab opens.
11 Enter the following information:
Table 3-4 New Conference – Info Options
Field Description
Info1, 2, 3 There are three information fields that allow you to enter general
information for the conference such as company name, contact
person etc.
Unicode can be used in these fields.
The maximum length of each field is 80 characters.
Billing Enter the conference billing code if applicable.
12 Click OK.
An entry for the new conference appears in the Conferences pane.
If no participants were defined for the conference or as long as no participants are
connected, the indication Empty and a warning icon ( ) appear in the Status column in
the Conferences pane.
The status changes when participants connect to the conference.
If no participant connects within the time specified in the Conference Profiles > Auto
Terminate > Before First Joins field, the conference is automatically terminated by the
system.
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Starting a Mixed CP and SVC or SVC Only Conference from the
Conferences Pane
To start a SVC conference from the Conference pane:
1 In the Conferences pane, click the New Conference ( ) button.
The New Conference – General dialog box opens.
Chapter 3-Basic Operation
The system displays the conference default Name, Duration and the default Profile,
which contains the conference parameters and media settings.
The system automatically allocates the conference ID, when the conference starts.
By default, the system assigns the factory default profile to the conference, which is set
to AVC conferencing Mode.
2 To start a Mixed CP and AVC conference or an SVC-based conference, you must select
a Profile set to SVC or Mixed CP and SVC Conferencing Mode.
In most cases, the default conference ID can be used and you can just click OK to launch
the conference. If required, you can enter a conference ID before clicking OK to launch
the conference.
If you are the meeting chairperson or organizer using the RP Collaboration Server Web
Client to start your own meeting, you need to communicate the default conference ID
(or the one you created) to the other conference participants so they can dial in.
If no defined participants are to be added to the conference, or you do not want to add
additional information, click OK.
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3 In SVC or Mixed CP and SVC Conferencing Mode, only the following parameters can be
defined:
Table 3-5 New SVC Conference – General Parameters
Field Description
Display Name The Display Name is the conferencing entity name in native language
character sets to be displayed in the RP Collaboration Server Web
Client.
In conferences, Meeting Rooms, Entry Queues and SIP factories the
system automatically generates an ASCII name for the Display Name
field that can be modified using Unicode encoding.
•
English text uses ASCII encoding and can contain the most
characters (length varies according to the field).
• European and Latin text length is approximately half the length of
the maximum.
• Asian text length is approximately one third of the length of the
maximum.
The maximum length of text fields also varies according to the
mixture of character sets (Unicode and ASCII).
Maximum field length in ASCII is 80 characters.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the Collaboration Server displays an error
message requesting you to enter a different name.
Note: This field is displayed in all tabs.
Duration Define the duration of the conference in hours using the format
HH:MM (default 01:00).
Note: This field is displayed in all tabs.
Permanent
Conference
Click this check box to make this conference a Permanent
Conference: an ongoing conference with no pre-determined End
Time, continuing until it is terminated by an administrator, operator or
chairperson. For more information see the Polycom® RealPresence
Collaboration Server 800s Administrator’s Guide, "Permanent
Conference” on page 3-50.
Note: This field is displayed in all tabs.
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Chapter 3-Basic Operation
Table 3-5 New SVC Conference – General Parameters
Field Description
Routing Name Routing Name is the name with which ongoing conferences, Meeting
Rooms, Entry Queues and SIP Factories register with various
devices on the network such as gatekeepers and SIP servers. This
name must be defined using ASCII characters.Comma, colon and
semicolon characters cannot be used in the Routing Name.The
Routing Name can be defined by the user or automatically generated
by the system if no Routing Name is entered as follows:
•If ASCII
characters are entered as the Display Name, it is used also as the
Routing Name
• If a combination of Unicode and ASCII characters (or full Unicode
text) is entered as the Display Name, the ID (such as Conference
ID) is used as the Routing Name.
If the same name is already used by another conference, Meeting
Room or Entry Queue, the system displays an error message and
requests that you enter a different name.
Profile The system displays the name of the default Conference Profile.
The default Profile is set to Mixed CP and SVC conferencing Mode.
Select the required Profile from the list.
The Conference Profile includes the Conferencing Mode, conference
line rate, media settings and general settings.
For a detailed description of Conference Profiles, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide,
"Conference Profiles” on page 2-1.
ID Enter the unique-per-MCU conference ID. If left blank, the MCU
automatically assigns a number once the conference is launched.
This ID must be communicated to conference participants to enable
them to dial in to the conference.
Note: If setting the Conference ID to the digits that are used for MCU
prefix in Gatekeeper (for example gatekeeper prefix is set to 10 and
the conference ID is 1001), the system will not be able to dial to the
destination conference as the prefix digits are truncated from the
conference ID, preventing the system from locating it.
Note: If SIP Factories are used do not use the number 7001 as an ID.
7001 is the default SIP Factory ID.
Maximum Number of
Participants
Indicate the total number of participants that can be connected to the
conference. The automatic setting indicates that the maximum
number of participants that can be connected to the conference is
determined according to resource availability.
Note: If a number is specified, it should be large enough to
accommodate the participants specified in the Reserve Resources for
Video/Audio Participants fields.
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Participants Tab
This procedure is optional.
SVC-based conferencing allows dial-in connections only, and it is designed for ad-hoc conferencing
where participants just call in without defining their properties in advance. However, you can use the
Participants tab to add dial-in participants to the conference from the Address Book or by defining
them directly. For more details on participant definition, see "Participants Tab” on page 3-24.
In mixed CP and SVC conferencing, dial-out AVC (H.323 and SIP) connections are allowed,
Information Tab
In the Info fields, you can add general information about the conference, such as contact
person name, company name, billing code, etc.
This information is written to the Call Detail Record (CDR) when the conference is launched.
Changes made to this information once the conference is running are not saved to the CDR.
This procedure is optional.
The information entered into these fields does not affect the conference. For more information see
"Information Tab” on page 3-19.
Starting an AVC-based Reservation
To start a conference from the Reservation Calendar:
1 In the RealPresence Collaboration Server Management pane, click the Reservations entry
(). The Reservation Calendar is displayed.
2 Click the New Reservation ( ) button.
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The New Reservation – General tab dialog box opens.
Chapter 3-Basic Operation
This dialog box is identical to the New Conference - General dialog box. For a field
description, see "General Tab” on page 3-14.
3 Click the OK button.
A confirmation box is displayed stating that the Reservation time is past due and that the
conference will become ongoing.
4 Click OK.
The conference is started.
For more information about Reservations, see the Polycom® RealPresence Collaboration Server
800s Administrator’s Guide, "Reservations” on page 9-1.
Starting an Ongoing Conference From a Template
An ongoing conference can be started from any Conference Template saved in the
Conference Templates list.
SVC-based Conference Templates cannot be saved with dial-out participants, only dial-in SIP
participants may be defined.
To start an ongoing conference from a Template:
1 In the Conference Templates list, select the Template you want to start as an ongoing
conference.
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2 Click the Start Conference from Template () button.
or
Right-click and select Start Conference from Template.
The conference is started.
The name of the ongoing conference in the Conferences list is taken from the Conference
Template Display Name.
Participants that are connected to other ongoing conferences when the template
becomes an ongoing conference are not connected.
If an ongoing conference, Meeting Room or Entry Queue with the same Display Name, Routing
Name or ID already exist in the system, the conference will not be started.
For detailed description of Conference Templates, see Polycom® RealPresence Collaboration
Server 800s Administrator’s Guide, "Using Conference Templates” on page 11-2.
Starting a Meeting from Microsoft Outlook using the Polycom
Conferencing Add-in to Microsoft Outlook (AVC CP Only Conferencing)
Polycom Conferencing for Microsoft Outlook is an add-in that enables users to easily organize
®
and invite attendees to Video Enabled meetings via Microsoft Outlook
see the Polycom® RealPresence Collaboration Server 800s Administrator’s Guide, "Polycom
Conferencing for Microsoft Outlook®” on page 12-1.
This option is not valid for SVC Only or Mixed CP and SVC conferencing.
Starting an Audio Meeting from a Microsoft Outlook Polycom Meeting
Invitation
Using the Polycom Conferencing Add-in to Microsoft Outlook, a meeting can be created as any
other Outlook meeting. For more details, see Polycom Unified Conferencing Deployment Guide
for Microsoft Environments.
. For more information
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Connecting to a Conference
Direct Dial-in to the MCU
Direct dial-in connection to conferences and Meeting Rooms is available to all endpoints.
Participants must be provided with a dialing string which can vary according to the
network type, conference password and chairperson password.
Participants dial the conference dial-in string and are connected to the conference IVR
Service. Once the correct information, such as the conference password and chairperson
password are entered, the participants are connected to the conference.
Chapter 3-Basic Operation
Figure 3-1 Dial-in Connection via IVR System
In SVC Only Conferencing Mode, only SIP dial-in using the SVC protocol is available as
follows:
• AVC-capable endpoints (participants) can only connect to an AVC Meeting Room.
When dialing into SVC Only Meeting Room the calls fail.
• SVC-capable endpoints support both AVC and SVC video protocols. When dialing into
SVC Only conferences, they connect as SVC endpoints. When dialing into AVC Only
conferences, they connect as AVC endpoints.
In CP AVC or Mixed CP and SVC Conferencing Mode, the MCU can be configured to enable
the chairperson to use the chairperson password as the conference password without the
need to enter the conference password.
In a Mixed CP and SVC conference, AVC-based dial-in and dial-out participants (H.323 and
SIP) and SVC-based dial-in participants only can connect the conference.
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H.323 Participants (AVC CP Only and Mixed CP and SVC Conferencing)
For H.323 participants, the dialing string is composed of the MCU prefix in the Gatekeeper
and the conference ID.
Example:
Prefix in gatekeeper 925
Conference ID 1001
Conference Name Maple_Room
>> The participant dials
If there is no gatekeeper defined for the network, H.323 participants dial
signaling host IP address and the conference ID, separated by
Example:
MCU (Signaling Host) IP address
Conference ID 1001
>> The participant dials 172.22.30.40##1001
SIP Participants (AVC CP, Mixed CP and SVC and SVC Conferencing)
For SIP participants the dialing string is composed of:
• The conference routing name and domain name in the following format:
conference_routing_name@domain_name
• The conference routing name and the IP address of the MCU signaling in the following
format:
conference_routing_name@IP Address of the MCU Signaling
Example:
Conference routing name
MCU domain name polycom.com
MCU (Signaling Host) IP address 172.22.20.42
>> The participant dials
or:
>> The participant dials
9251001 or 925Maple_room
172.22.30.40
1001
1001@polycom.com
1001@172.22.20.42
##.
the MCU’s
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Entry Queue Access (AVC Participants)
Access via an Entry Queue allows all participants to dial the same entry point that acts as a
routing lobby. Once in the Entry Queue, participants are guided to the conference according
to the conference ID they enter.
Move between the Entry Queue and the destination conference is enabled when both
conferencing entities have the same conferencing parameters (it is recommended that the
same Profile is used for both entities). For example, participants connected to a mixed CP
and SVC conference can only be moved to a mixed CP and SVC conference.
Chapter 3-Basic Operation
Figure 3-2 Dial-in Connection via Entry Queue
H.323 Participants (AVC Participants)
Dialing is executed in the same way as for conferences, where the Entry Queue ID/Name
replaces the Conference ID/Name.
H.323 participants dial
Example:
Prefix in gatekeeper 925
Entry Queue ID 1000
>> The participant dials
H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct
Conference ID of destination conference to the initial dial string:
Gatekeeper Prefix][EQ ID][##Destination Conference ID]
[
Example:
Conference ID 1001
>> H.323 participants dial
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[Gatekeeper Prefix][Entry Queue ID/Name].
9251000
9251000##1001
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H.323 participants can also bypass the conference IVR voice messages by adding the
Conference Password to the initial dial string:
[Gatekeeper Prefix][EQ ID][##Destination Conference ID][##Password]
Example:
Conference ID 1001
Conference Password 34567
>> H.323 participants dial
SIP Participants (AVC Participants)
Using an Entry Queue minimizes the number of conferences that require registration with
the SIP server and enables using one URI address for all dial-in connections, using the
format:
<Entry Queue routing name>@<domain name> or
<Entry Queue routing name>@<MCU signaling IP Address>
Example:
Entry Queue Routing Name DefaultEQ
Domain Name polycom.com
MCU Signaling IP address 172.22.20.42
>> SIP participants dial
9251000##1001##34567
DefaultEQ@polycom.com, or
DefaultEQ@172.22.20.42
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Chapter 3-Basic Operation
Click Link to
Connect
Dial Manually
to Connect
Connecting to a Polycom Conference from an Outlook Meeting Invitation
(AVC Only Conferencing)
Attendees that have received a Meeting Invitation via Outlook using the Polycom Conferencing
Add-in for Microsoft Outlook, connect by clicking on the link included in the invitation or by
manually dialing the numbers displayed using the endpoint's numeric input device.
For more information see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Polycom Conferencing for Microsoft Outlook®” on page 12-1.
Dial-out Participants (AVC CP Only and Mixed CP and SVC Conferencing)
Dial-out participants are participants that the MCU dials to their endpoint to connect them
to the conference. These participants must be defined in the conference when the conference
is started (they are usually added to the conference from the Address Book.)
Dial-out is not supported for SVC participants.
Automatic Dial Out
Dial-out participants are defined with their dial-out number. Once they are added to the
ongoing conference, the MCU automatically calls them at a rate of 1 dial-out per second,
using the default IP Network Service defined for them.
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Endpoint names (in
Unicode or ASCII)
in 2 x 2 video layout
Orion Room
Saturn Room
Tar n e y
Adam
Indications in the Video Layout
During conferences, different indications can be displayed on the screen of the endpoint
participating in the meeting, usually as an overlay layer on top of the video layout that
includes the participants video.
These indication include:
• Site Names displaying the names of the endpoints that are connected to the conference
• Text messages sent by the meeting organizer to all conference participants or selected
participants
• Network Quality icon indicating the quality of the network used by a participant to
connect to the conference
Site Names
During conferences you can view the names of the endpoints that are connected to the
conference in your endpoint’s video layout windows. The MCU can display up to 33
characters of the endpoint’s name, depending on the window’s layout (size).
The following is an example of endpoint name display in the endpoint screen:
The display of the site names is enabled or disabled in the conference Profile for CP Only or
Mixed CP and AVC conferences and AVC-based endpoints.
SVC-based endpoints handle the display of the site names themselves and are not
dependant on the conference Profile.The displayed name is determined as follows:
• The system displays the name that is defined at the endpoint.
• If the endpoint does not send its name:
— For a defined H.323 or SIP participant:
• The system displays the name from the participant definition.
— For an undefined H.323 participant:
•Display the H.323 ID alias.
or
Display the E.164 alias.
or
Display nothing if all the fields are empty.
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Chapter 3-Basic Operation
— For a SIP undefined participant:
•Display the SIP DisplayName field.
or
Display the SIP Address (SIP application server).
or
Display the SIP ContactDisplay field.
or
Display nothing if all the fields are empty.
• If the endpoint’s Display Name is changed in the Collaboration Server Web Client, it
overrides all the above.
To change the Display Name:
1 In the Participants list, double-click the participant or right-click the participant and then
select Participant Properties.
2 Click the Media Sources tab.
The Participant Properties – Media Sources dialog box opens:
3 Enter the new Display Name in the Name field.
4 Click OK.
Displaying and Hiding Site Names
All Site Names display characteristics are controlled using the Site Names tab in the New
Profile and Conference Properties dialog boxes.
For more information see Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Defining New Profiles” on page 2-19.
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Transparent Site Names
Endpoint name backgrounds are 50% transparent, and while maintaining contrast, do not
completely obscure the overlaid video.
All Site Names display characteristics are controlled using the Site Names tab in the New
Profile and Conference Properties dialog boxes
For more information see Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Defining New Profiles” on page 2-19.
Permanent Display of Site Names
Site Names can be permanently displayed on the screens of the endpoints.
All Site Names display characteristics are controlled using the Site Names tab in the New
Profile and Conference Properties dialog boxes.
For more information see Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Defining New Profiles” on page 2-19.
Location of Site Names
The default location (top left) of the Site Names in the video layout can be changed.
All Site Names display characteristics are controlled using the Site Names tab in the New
Profile and Conference Properties dialog boxes
For more information see Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Defining New Profiles” on page 2-19.
Obtaining the Display Name from the Address Book
The MCU can be configured to replace the name of the dial-in IP participant as defined in
the endpoint (site name) with the name defined in the address book.
In this process, the system retrieves the data (name, alias, number or IP address) of the dial
in participant and compares it first with the conference defined dial-in participants and if
the endpoint is not found, it then searches for the endpoint with entries in the address book.
After a match is found, the system displays the participant name as defined in the address
book instead of the site name, in both the video layout and the Collaboration Server Web
Client/RMX Manager.
The system compares the following endpoint data with the address book entries:
• For H.323 participants, the system compares the IP address, Alias, or H.323 number.
• For SIP participants, the system compares the IP address or the SIP URI.
For more details, see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Obtaining the Display Name from the Address Book” on page 8-23.
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Message Overlay for Text Messaging (AVC Only)
Small Text, White on red, Top, Middle
Small Text, White on yellow, Bottom
Conference Participant
with Major Indication
Conference Participant
with Critical Indication
Participant’s own
endpoint with
Major Indication
Message Overlay allows messages to be sent during a conference to a single participant,
selected number of participants or all participants in to an ongoing conference.
The number of characters that can be included in a message varies according to the
language and can differ due to the type of font used. For example, the available number of
characters in Chinese is 50 and 50 for English and Russian..
In some languages, for example Russian, when a large font size is selected, both rolling and static
messages may be truncated if the message length exceeds the resolution width.
The message can be set to be displayed at various positions on the screen in different colors,
static or scrolling.
Chapter 3-Basic Operation
For more information see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide "Audio Algorithm Support” on page 3-25.
Network Quality Indication
If network quality issues occur, the Network Quality icon provides information to
participants about their own network quality and that of other participants displayed in the
cells of the conference Video Layout.
The display of the Network Quality icon can be customized for the following:
• The participant’s own endpoint
•Participants displayed in the cells of the conference Video Layout
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Major
Critical
The display of Network Quality icon (showing or hiding the icon) and the position of the icon
in the video layout cell can be customized by modifying the values of the relevant System
Flags.
For more information see "Manually Adding and Deleting System Flags” on page 21-12.
Network Quality Levels
Network quality is determined by the percentage of packet loss according to the following
default threshold values:
• Packet loss less than 1% is considered Normal
• Packet loss in the range of 1% - 5% is considered Major
• Packet loss above 5% is considered Critical.
The default Major and Critical indication threshold values can be manually modified by
changing the system flag values.
Major and Critical states are indicated with yellow and red indicator bars respectively.
Guidelines
When network quality improves from Critical to Major remaining stable for 5 seconds, the
Network Quality Indicator is changed accordingly and when network quality improves from
Major to Normal, remaining stable for 5 seconds, the Network Quality Indicator is no longer
displayed.
Network Quality Indicators are displayed for:
• The Video Channel only in AVC Conferencing Mode.
Content, Audio and FECC Channel quality issues are not indicated.
• The participant’s own endpoint:
— Network Quality Indicators are displayed by default and can be disabled
— For media transmitted to and received from the RMX (Video in / Video out).
• Participants displayed in the cells of the conference Video Layout:
— Network Quality Indicators are not displayed by default and can be enabled
— The media transmitted from the endpoint to the RMX (Video in).
Network Quality Indicators:
• Are supported with MPMx cards only
• Are not supported in:
— SVC Conferencing Mode
— AVC - Video switched conferences
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Monitoring Ongoing Conferences
Toolbar Buttons
Tool tip appears when cursor is positioned over button
Operations Menu
Conference monitoring enables you to keep track of conferences and their participants: if all
its participants are correctly connected and whether errors or faults have occurred.
Maximum number of participants (voice and video) in a conference:
• In SVC Only conference: up to 60 SVC-based participants
• In CP Only conference: up to 20 AVC-based HD participants or 40 AVC-based SD
participants
• In a Mixed CP and SVC conference: any combination of SVC and AVC-based
participants depending on the number of AVC and SVC participants.
General Monitoring
All monitoring and operations procedures performed during ongoing conferences can be
performed by either of two methods:
• Using the buttons in the toolbars.
Chapter 3-Basic Operation
• Rightclicking an entity in the Conferences or Participants pane and selecting an operation from
the menu.
Multi Selection
Using multiple selection, you can monitor and perform simultaneous operations on
multiple participants in multiple conferences.
The selected conferences are displayed as sub-lists in the Participants list pane.
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Control button in
sublist header
Multi-selected
Conferences
Participant Sublists
Chairperson Password Field
Chairperson Password Column
Refresh Button
Status
The sub-lists can be expanded and collapsed by clicking the and sublist control
buttons that appear next to the conference name in the sublist headings.
Using the Chairperson Password for Filtering
If you are logged in as a chairperson, the Chairperson Password field is displayed. It enables
you to search for, and display a list of, ongoing conferences for which you have the
password.
To search for an ongoing conference by Chairperson Password:
1 Click in the Chairperson Password field.
2 Enter the password to be searched for.
3 Click the Refresh button.
The Conferences list is refreshed and ongoing conferences with the requested password
are displayed.
Conference Level Monitoring
Conference level monitoring is available to the administrator, operator and chairperson.
The Conference List pane displays information about ongoing conferences.
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Chapter 3-Basic Operation
No status indicator display in the Status column means that the conference is running
without problems.
One or more of the status indicators listed in Table 3-6 may appear in the Status column.
Table 3-6 Conferences – Monitoring Information
Field Description
Display Name
Displays conference name and type of conference:
•
– AVC Conference running in CP mode.
• – The AVC conference has been secured using the *71 DTMF
code. For details, see "Secured Conference Monitoring (AVC CP Only)”
on page 3-41.
• – AVC Operator Conference
• . – Media Relay - SVC-based Conference.
• – Mixed CP and SVC Conference
Status Displays the status of the ongoing conference.
If there is no problem with the participant’s connection no indication is
displayed.
If one of the following statuses occur, the appropriate indication is
displayed, proceeded by a warning icon ( ).
• Audio – There is a problem with the participant’s audio.
• Empty – No participants are connected.
• Faulty Connection – Participants are connected, but the connection is
problematic.
• Not Full – Not all the defined participants are connected.
• Partially Connected – The connection process is not yet complete; the
video channel has not been connected.
• Single Participant – Only one participant is connected.
• Video – There is a problem with the participant’s video.
• Content Resource Deficiency – Content will not be sent to legacy
endpoints.
• Awaiting Operator – A participant has requested operator assistance.
ID The Conference ID assigned to the conference.
Start Time Conference start time.
End Time The time the conference is expected to end.
Dial in Number(1) The Conference dial in number for ISDN/PSTN participants.
SIP Registration The status of registration with the SIP server:
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• Not configured - Registration with the SIP Server was not enabled in
the Conference Profile assigned to this conferencing Entity.
In Multiple Networks configuration, If one service is not configured
while others are configured and registered, the status reflects the
registration with the configured Network Services. The registration
status with each SIP Server can be viewed in the Properties - Network
Services dialog box of each conferencing entity.
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CP Only and Mixed
CP and SVC
Conferencing
SVC Only
Conferencing
Table 3-6 Conferences – Monitoring Information (Continued)
Field Description
SIP Registration
(continued)
• Failed - Registration with the SIP Server failed. This may be due to
incorrect definition of the SIP server in the IP Network Service, or the
SIP server may be down, or any other reason the affects the
connection between the MCU or the SIP Server to the network.
• Registered - the conferencing entity is registered with the SIP Server.
• Partially Registered - This status is available only in Multiple Networks
configuration, when the conferencing entity failed to register to all the
required Network Services if more than one Network Service was
selected.
Additional information about the conference can be viewed when accessing the conference
properties.
To monitor a conference:
>> In the Conference List pane, double click the name of the conference you wish to
monitor, or right-click the conference and then click Conference Properties.
The Conference Properties - General dialog box opens.
You can view all the conference properties but those that appear with a gray
background cannot be modified.
For more information, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Conference Level Monitoring” on page 13-2.
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Chapter 3-Basic Operation
Conferences List
Participants List Header
T = Total number of participants connected, defined and undefined
L = Number of Cascading Links connected
EP = Total number of defined and undefined participants and Cascading Links
Audio Only Message (AVC CP Only)
H.323 and SIP video participants that are connected as Secondary (Audio Only) because of a
lack of video resources receive an audio message: “All video resources are currently in use.
Connecting using audio only” indicating why their video has not connected. For more
information see the Polycom® RealPresence Collaboration Server 800s Administrator’s Guide.
Secured Conference Monitoring (AVC CP Only)
When Secured Conference Mode is enabled on the Collaboration Server, it locks the conference
and prevents participants and Collaboration Server Users from joining the conference. A
Secured conference cannot be monitored or controlled in any way. While a conference is in
the Secure Mode, the Collaboration Server User with Administrator authorization cannot
view the participants list or any other conference properties, but can manually terminate it.
The conference chairperson can enable or disable the Secure mode from the DTMF input
device (touch-tone telephone or the endpoint’s remote control), using the appropriate
DTMF code (the default code is *71). During the secure conference, the chairperson and
participants can perform various operations, such as muting, via their DTMF input device
using the appropriate DTMF codes. However, because Secure conferences cannot be
monitored, these operations or status changes are not displayed in the Conferences or
Participants panes.
A special icon
is used to indicate that the conference is in Secure mode.
Participant Level Monitoring
Participant Connection Monitoring (AVC and SVC-based Connections)
When a conference is selected in the Conference list, the Participants list header displays a
summary of participant connection status.
These numbers include:
• EP = the number of Endpoints currently connected to the conference (both defined and
undefined participants). This number includes participants whose status is connected
with problem, connected partially or connected as secondary.
Connected Cascading Links are not included and are detailed separately.
• L = the number of Cascading Links currently connected to the conference.
• T = the total number of all:
• connected Participants - both defined and undefined participants
• defined participants that are currently disconnected
• Cascading Links - both connected and disconnected
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If more than one conference is selected, the EP:n L:n T:n numbers reflect the cumulative
connection status information of all the selected conferences.
If no conference is selected, the EP:n L:n T:n numbers are all zeroed.
If the T(otal) number of participants is higher than the number of connected participants, it
indicates that additional participants defined for the conference have not yet connected. For
example, if the EP: is 12 and the T: is 15, it means that 12 out of 15 of the expected
participants have connected and that 3 defined participants have not yet connected.
The Participant list displays the following participant indicators and properties:
Table 3-7 Participant Monitoring – Indicators and Properties
Column Icon/Description
Name Displays the name and type (icon) of the participant:
Status Displays the connection status (text and icon) of the participant. If there is no
problem with the participant’s connection no indication is displayed.
Audio Participant – Connected via IP phone.
Video Participant – Connected with audio and video channels.
Connected – The participant is successfully connected to the
conference.
Disconnected – The participant is disconnected from the conference.
This status applies only to defined participants.
Waiting for Dial-in – The system is waiting for the defined participant
to dial into the conference.
Partially Connected – The connection process is not yet complete;
the video channel has not been connected.
Faulty Connection – The participant is connected, but problems
occurred in the connection, such as synchronization loss.
Secondary Connection – The endpoint’s video channel cannot be
connected to the conference and the participant is connected only via
audio.
Awaiting Individual Assistance (AVC-based connection) – The
participant has requested the user’s (operator’s) assistance.
Awaiting Conference Assistance (AVC-based connection) – The
participant has requested the operator’s assistance for the
conference. This usually means that the user (operator) has been
requested to join the conference.
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Table 3-7 Participant Monitoring – Indicators and Properties (Continued)
Column Icon/Description
Role Displays the participant’s role or function in the conference:
Chairperson – The participant is defined as the conference
chairperson. The chairperson can manage the conference using
touch-tone signals (DTMF codes).
Lecturer (AVC-based connection) – The participant is defined as the
conference Lecturer.
Lecturer and Chairperson – The participant is defined as both the
conference Lecturer and Chairperson.
Cascade-enabled Dial-out Participant (AVC-based connection) – A
special participant functioning as a link in a cascaded conference.
Recording (AVC-based connection) – A special participant
functioning as a Recording Link.
Note: The Recording participant does not support H.264 High Profile.
If recording a conference set to H,264 High Profile, the Recording
participant connects as Audio Only and records the conference Audio
while displaying the recording icon for the conference.
Chapter 3-Basic Operation
Request to speak (AVC-based connection) - Participants that were
muted by the conference organizer/system operator can indicate that
they want to be unmuted by entering the appropriate DTMF code
(default 99).
The icon is displayed for 30 seconds.
IP Address/Phone The IP participant’s IP address or the number.
Alias Name/
SIP Address
The participant’s Alias Name or SIP URI.
The alias of an RSS 4000 Recording System if the participant is functioning as
a recording link.
Network The participant’s network connection type – H.323 or SIP.
Dialing Direction Dial-in – The participant dialed the conference.
Dial-out – The MCU dialed the participant.
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Table 3-7 Participant Monitoring – Indicators and Properties (Continued)
Column Icon/Description
Audio Displays the status of the participant’s audio channel.
If the participant’s audio is connected and the channel is neither muted nor
blocked, no indication is displayed.
Disconnected – Participant’s audio channel is disconnected. This is
a defined participant who is waiting to be connected to the
conference.
Muted – Participant’s audio channel is muted. Indicates who initiated
the Mute: participant, Collaboration Server User or MCU. The
participant can still hear the conference.
Note: If the participant muted his/her audio channel from the
endpoint, the system displays the mute icon only for H.323. This icon
is not displayed for SIP participant due to SIP standard limitation.
Blocked – Transmission of audio from the conference to the
participant is blocked.
Muted and Blocked - Audio channel is muted and blocked.
Video Displays the status of the participant’s video channel.
If there is no problem with the participant’s video connection and the channel
is neither suspended nor secondary, no indication is displayed.
Disconnected – Participant’s video channel is disconnected. This is
a defined participant who is waiting to be connected to the
conference.
Suspended – Video transmission from the endpoint to the
conference is suspended.
Secondary – Participant is connected only through the audio channel
due to problems with the video channel.
Encryption (AVC-based connection) Indicates that the endpoint is connected to
the conference using encryption.
Service Name Displays the IP Network Service used to connect this participant to the
conference.
FECC Token Participant is the holder of the FECC token and has Far End Camera
Control capabilities.
The FECC token can be allocated to only one participant at a time
and remains un-allocated if no participant requests it.
Content Token Participant is the holder of the Content token and has content sharing
permission.
The Content token can be allocated to only one participant at a time
and remains un-allocated if no participant requests it.
For more information, see the Polycom® RealPresence Collaboration
Server 800s Administrator’s Guide, "Content Sharing” on page 3-1.
For more information, see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Participant Level Monitoring” on page 13-18.
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Video Preview (AVC-based Connection)
Video Preview enables the system users to monitor the quality of the video sent and received
by the participant and identify possible quality degradation.
Guidelines
• Only one preview window can be displayed for each Collaboration Server Web Client
connection (workstation).
• Only one preview window can be displayed for a single conference and up to four
preview windows can be displayed for each media card on different workstations (one
per workstation and one per conference).
For more information see the Polycom® RealPresence Collaboration Server 800s Administrator’s
Guide, "Video Preview (AVC Only Participants)” on page 3-20.
To preview the participant video:
1 List the conference participants in the Participants pane.
2 Right-click the participant whose video you want to preview and then click one of the
following options:
— View Participant Sent Video - to display the video sent from the participant to the
conference.
— View Participant Received Video - to display the video sent from the conference
to the participant.
The Video Preview window opens.
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If the video card installed in the PC does not support DirectDraw Acceleration, a black window may
be viewed. For more information, including workstation minimum requirements, see the Polycom®
RealPresence Collaboration Server 800s Administrator’s Guide.
Operations Performed During On Going Conferences
During ongoing conferences, operators and administrators can perform various operations,
at the conference level affecting the entire conference or at a participant level affecting
individual participants.
Conference Level operations
The following operations can be performed during an ongoing conference, affecting all the
participants in the conference:
• “Changing the Duration of a Conference”
• “Adding Participants from the Address Book”
• “Moving Participants Between Conferences (AVC-based Connection)”
• “Saving an Ongoing Conference as a Template”
• “Copy and Paste Conference”
• “Changing the Video Layout of a Conference (AVC-Based CP and Mixed CP and SVC
Conferences)”
• “Video Forcing (AVC-Based CP and Mixed CP and SVC Conferences)”
• “Muting all Participants Except the Lecturer (AVC-Based CP Conferences)”
• “Sending Messages to All Conference Participants Using Message Overlay (AVC-based
Conferences)”
• “Auto Scan (AVC-based CP Only Conferences)”
• “Customized Polling (AVC-based CP Only Conferences)”
Changing the Duration of a Conference
The duration of each conference is set when the new conference is created. The default
duration of a conference is 1 hour. All conferences running on the MCU are automatically
extended as long as there are participants connected to the conference.
A conference’s Duration can be extended or shortened while it is running, by modifying its
scheduled End Time.
To extend or shorten a conference manually:
1 In the Conference List pane, double-click the conference Name.
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2 In the General tab, modify the End Time fields and click OK.
CP Only and Mixed
CP and SVC
Conferencing
SVC Only
Conferencing
Chapter 3-Basic Operation
The End Time is changed and the Duration field is updated.
To terminate a conference manually:
1 In the Conferences list, select the conference you wish to delete and click the Delete
Conference ( ) button.
You are prompted for confirmation.
2 Click OK to terminate the conference.
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Adding Participants from the Address Book
Once the conference has started, you can add participants to a conference directly from the
Participants Address Book without having to use the New Conference – Participants tab.
In SVC-based conferences, only dial-in participants can be added from the address book.
To drag & drop participants into the Participants List:
1 Open the Address Book.
2 Select, drag and drop the participant that you wish to add to the conference directly
from the Participant Address Book into the Participant List.
Standard Windows multiple selection techniques can be used in this procedure.
Moving Participants Between Conferences (AVC-based Connection)
Collaboration Server users can assist participants by performing the following operations:
• Move participant from one ongoing conference to another
• Move a participant to an Operator conference (Attend a participant).
• Move a participant to the Home (destination) conference.
The move to the Operator conference is enabled only when an Operator conference is
running. For more details about Operator conferences and moving participants to and from
the Operator conference, see the Polycom® RealPresence Collaboration Server 800s
Administrator’s Guide, "Operator Assistance & Participant Move” on page 10-1.
You can move participants using the following methods:
• Using the participant right-click menu
• Using drag and drop
To move a participant from the ongoing conference using the right-click menu options:
1 In the Conferences list, click the conference where there are participants waiting to be
moved.
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2 In the Participants list, right-click the icon of the participant to move and select Move to
Conference to move the participant to any ongoing conference.
The Move to Conference dialog box opens.
3 Select the name of the destination conference from the ongoing conferences list.
Moving a Participant Interactively
You can drag and drop a participant from the Entry Queue or ongoing conference to the
Operator or destination (Home) conference:
1 Display the participants list of the Entry Queue or the source conference by clicking its
entry in the Conferences list.
2 In the Participants list, drag the icon of the participant to the Conferences List pane and
drop it on the Operator Conference icon or another ongoing conference.
Saving an Ongoing Conference as a Template
Any conference that is ongoing can be saved as a template.
To save an ongoing conference as a template:
1 In the Conferences List, select the conference you want to save as a Template.
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2 Click the Save Conference () button.
or
Right-click and select Save Conference to Template.
The conference is saved to a template whose name is taken from the ongoing conference
Display Name.
Copy and Paste Conference
The Collaboration Server user can Copy, and Paste conferences. When using the
Collaboration Server Web Client, conferences can copied and pasted on the same MCU,
however when using the RMX Manager, with its ability to manage multiple MCUs,
conferences can be copied and pasted between different MCUs.
Copy Conference
The Copy command copies all the conference’s properties including connected participants
and makes these properties available for pasting, starting a new conference. The copied
conference remains active until it terminates or is deleted.
To copy a conference:
1 In the Conferences List pane, right-click the conference you want to copy.
2 In the drop-down menu select Copy Conference.
Paste Conference
The Paste Conference command starts the new conference on the same MCU or on a
different MCU.
To paste a conference:
>> Right-click in the Conferences List pane and in the drop-down menu select
Paste Conference.
or
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If you are using the RMX Manager and you want to paste the conference to a different
MCU:
a In the MCUs list pane, click the MCU that is to receive the conference.
b In the Conferences list pane, right-click, and in the drop-down menu select Paste
Conference.
The conference is pasted to the MCU with a Display Name is assigned by the system.
Paste Conference As
The Paste Conference As command allows the system user to create a new conference using
the copied conference’s properties as a template. It automatically opens the Conference
Properties dialog box allowing the user to modify the General, Participants and Information
tabs to create the new conference. When the OK button in the Conference Properties dialog
box conference Properties dialog box is clicked the new conference is started.
To paste a conference as a new conference:
1 Right-click in the Conferences List pane and in the drop-down menu select Paste
Conference As.
or
If you are using the RMX Manager and you want to paste the conference to a different
MCU:
a In the MCUs list pane, click the MCU that is to receive the conference.
b In the Conferences list pane, right-click, and in the drop-down menu select Paste
Conference As.
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The Conference Properties dialog box is displayed.
2 Modify the conference information as required.
3 Click the OK button to paste and start the new conference.
Changing the Video Layout of a Conference (AVC-Based CP and Mixed
CP and SVC Conferences)
In SVC-base conferences, the video is automatically set to Auto Layout and cannot be
modified from the Web Client. However, each SVC-based participant can select its own
layout and the participants to display in the video layout cells.
In AVC-based CP and Mixed CP and SVC conferences, while the conference is running, you
can change the video layout and select one of the video layouts supported by the MCU.
Video Layout selection can be done in two levels:
• Conference Level – Applies to all conference participants. All participants have the
same video layout.
• Participant Level – The participant’s video layout is changed. The video layout of all
other conference participants is unaffected.
The initial video layout is selected for the conference in the Conference Profile.
Participant level video layout selection overrides conference level video layout settings.
Participants cannot change their Personal Layouts when Lecturer Mode is enabled.
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To change the video layout of a conference:
Video
Windows
Representation
Selected
Layout
Video
Layout
Options
CP Only conference
Mixed CP and SVC conference
1 In the Conference Properties dialog box, select Video Settings.
Chapter 3-Basic Operation
2 If the Auto Layout check box is selected, clear it.
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Video
Layout
Thumbnail
Number of
Video
Windows
Selected
Layout
3
From the
Layout
Video Layout
options, select the
thumbnail required and click OK.
Number of Windows
to display and the
Video
Video Forcing (AVC-Based CP and Mixed CP and SVC Conferences)
You can select which participant appears in each of the video layout windows using Video
Forcing. When a participant is forced to a layout window, switching between participants is
suspended for that window and only the assigned participant is viewed. Video Forcing
works on Conference Level or Participant Level:
• Conference Level – When forcing a participant to a window, all conference participants
will see that participant in the selected window.
• Participant Level – When forcing a participant to a window, only the participant’s
video layout display is affected. All other participants see the conference layout.
Video Forcing Guidelines:
• A participant cannot appear in two or more windows at the same time.
• Participant level video forcing overrides conference level video forcing.
•In Same Layout mode, participant can view him/herself in a layout window.
• When different size video windows are used in video layouts such as 1+2, 1+3, 1+4, etc.,
a participant can only be forced, in Personal Layout, to a video window of the same size
as that selected for him/her in Conference Layout.
• When changing the Video Layout at the conference level, the video forcing settings are
not applied to a new layout, and switching between participants is audio-activated. The
video forcing setting is saved and applied the next time that layout is selected.
• Windows that are not assigned any participant display the current speaker and last
speakers.
To video force a participant to a window:
1 In the Conference Properties dialog box, select the Video Settings tab.
2 If Auto Layout check box is selected, clear it.
3 Select the required video layout.
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Selected
Layout
List of
Conference
Participants
Video
Windows
4 In the window to which you want to force a participant, select the participant’s name
from the list of conference participants.
5 Repeat step 3 to force participants to other windows.
6 Click OK.
To cancel Video Forcing for a window:
1 In the Conference Properties dialog box, select the Video Settings tab.
2 In the video layout window, in the Participants list, select Auto.
3 Click OK.
Switching between participants is renewed and is audio activated.
Muting all Participants Except the Lecturer (AVC-Based CP
Conferences)
The Mute Participants Except Lecturer option can be enabled or disabled during the ongoing
conference (in addition to its setting in the conference Profile). When enabled, the audio of
all participants in the conference except for the lecturer can be automatically muted upon
connection to the conference. This prevents other conference participants from accidentally
interrupting the lecture, or from a noisy participant affecting the audio quality of the entire
conference. Muted participants cannot unmute themselves unless they are unmuted from
the Collaboration Server Web Client/RMX Manager.
Guidelines
• Both Administrators and Operators (users) are allowed to set the Mute Participants
Except Lecturer option. It can be enabled at any time after the start of the conference to
allow the conference participants to converse before the lecturer joins the conference or
before they are muted.
• When the Mute Participants Except Lecturer option is enabled:
— The mute indicator on the participant endpoints are not visible because the mute
participants was initiated by the MCU. .
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— If the endpoint of the designated lecturer is muted when the lecturer connects to
the conference, the lecturer remains muted until the endpoint has been unmuted.
— When you disconnect a lecturer from the conference or the lecturer leaves the
conference, all participants remain muted but are able to view participants in
regular video layout until you disable the Mute Participants Except Lecturer option.
When you replace a lecturer, the MCU automatically mutes the previous lecturer
and unmutes the new lecturer.
• When The Mute Participants Except Lecturer option is disabled during the ongoing
conference, all the participants in the conference are unmuted.
• A participant can override the Mute Participants Except Lecturer option by activating the
Mute All Except Me option using the appropriate DTMF code, provided the participant
has authorization for this operation in the IVR Services properties. The lecturer audio is
muted and the participant audio is unmuted. You can reactivate the Mute Participants
Except Lecturer option after a participant has previously activated the Mute All Except
Me option. The participant is muted and the lecturer, if designated, is unmuted.
• In cascaded conferences, all participants (including the link participants) except the
lecturer are muted. Only the lecturer is not muted.
To enable or disable the Mute Participants Except the Lecturer option:
The Mute Participants Except Lecturer option is enabled or disabled in the Conference Properties
- Audio Settings dialog box:
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