Polycom RMX 1500, RMX 2000, RMX 4000 User Manual

Polycom® RMX®

1500/2000/4000

Administrator’s Guide

Version 7.0.2 | December 2010 | DOC2561C

Trademark Information

Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United States and various other countries.

All other trademarks are the property of their respective owners.

Patent Information

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

© 2010 Polycom, Inc. All rights reserved.

Polycom, Inc.

4750 Willow Road

Pleasanton, CA 94588-2708

USA

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

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

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

Regulatory Notices

United States Federal Communication

Commission (FCC)

Part 15: Class A Statement. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. Test limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses and can radiate radio-frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will be required to correct the interference at his or her own expense.

Part 68: Network Registration Number. This equipment is registered with the FCC in accordance with Part 68 of the FCC Rules. This equipment is identified by the FCC registration number.

If requested, the FCC registration Number and REN must be provided to the telephone company.

Any repairs to this equipment must be carried out by Polycom Inc. or our designated agent. This stipulation is required by the FCC and applies during and after the warranty period.

United States Safety Construction Details:

•All connections are indoor only.

•Unit is intended for RESTRICTED ACCESS LOCATION.

•Unit is to be installed in accordance with the National Electrical Code.

•The branch circuit overcurrent protection shall be rated 20 A for the AC system.

•This equipment has a maximum operating ambient of 40°C, the ambient temperature in the rack shall not exceed this temperature.

To eliminate the risk of battery explosion, the battery should not be replaced by an incorrect type. Dispose of used batteries according to their instructions.

CE Mark R&TTE Directive

Polycom Inc., declares that the Polycom RMX™ 2000 is in conformity with the following relevant harmonized standards:

EN 60950-1:2001

EN 55022: 1998+A1:2000+A2:2003 class A EN 300 386 V1.3.3: 2005

Following the provisions of the Council Directive 1999/CE on radio and telecommunication terminal equipment and the recognition of its conformity.

Canadian Department of Communications

This Class [A] digital apparatus complies with Canadian ICES-003.

Notice: The Industry Canada label identifies certified equipment. This certification means that the equipment meets telecommunication network protective, operational and safety requirements as prescribed in the appropriate Terminal Equipment Technical Requirements document(s). The Department does not guarantee the equipment will operate to the user's satisfaction.

Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations. Repairs to certified equipment malfunctions, may give the telecommunications company causes to request the user to disconnect the equipment.

Users should ensure for their own protection that the electrical ground connections of the power utility, telephone lines and internal metallic water pipe system, if present, are connected together. This precaution may be particularly important in rural areas.

Caution: Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection authority, or electrician, as appropriate.

Regulatory Notices

RMX 2000: Chinese Communication Certificate

Singapore Certificate

RMX 2000 complies with IDA standards G0916-07

Polycom RMX 1500/2000/4000 Administrator’s Guide

Table of Contents

Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . .	1-1
Conferencing Modes ..............................................................................	1-3
Standard Conferencing ..................................................................	1-3
Supplemental Conferencing Features .........................................	1-5
Viewing Profiles .....................................................................................	1-7
Profile Toolbar ................................................................................	1-8
Defining Profiles .....................................................................................	1-9
Modifying an Existing Profile .....................................................	1-34
Deleting a Conference Profile .....................................................	1-34
Additional Conferencing Information . . . . . . . . . . . . . .	2-1
Video Session Modes .............................................................................	2-1
Line Rates for CP and VSW ..........................................................	2-2
Dynamic Continuous Presence (CP) Mode ................................	2-3
Continuous Presence (CP) Conferencing ............................................	2-4
Video Resolutions in CP ................................................................	2-4
Video Resource Usage ...........................................................	2-5
Default Minimum Threshold Line Rates ............................	2-5
Additional Video Resolutions in MPM+/MPMx Card
Configuration Mode .......................................................................	2-6
Additional Intermediate Video Resolutions ...............................	2-6
Video Display with CIF, SD and HD Video Connections .......	2-7
Setting the Maximum CP Resolution for Conferencing ...	2-7
CP Conferencing with H.263 4CIF ...............................................	2-8
H.263 4CIF Guidelines ...........................................................	2-9
H.264 High Profile ..........................................................................	2-9
Guidelines ................................................................................	2-9
H.264 High Profile System Flags ........................................	2-10
Resolution Configuration ............................................................	2-13
Guidelines ..............................................................................	2-13
Accessing the Resolution Configuration dialog box .......	2-13
Modifying the Resolution Configuration in MPM or MPM+
Card Configuration Mode ...........................................................	2-14

i

Table of Contents

Max Resolution Pane ...........................................................	2-15
Limiting Maximum Resolution ..........................................	2-15
Resolution Configuration Pane ..........................................	2-15
Sharpness / Motion Resolution Slider Panes ...................	2-17
Modifying the Resolution Configuration in MPMx Card
Configuration Mode .....................................................................	2-18
Sharpness and Motion .........................................................	2-19
Resolution Configuration - Basic .......................................	2-19
Resolution Configuration - Detailed ..................................	2-20
Video Switching ....................................................................................	2-22
Guidelines ......................................................................................	2-23
Enabling Video Switching ...........................................................	2-23
Modifying the Video Switching Threshold Bit Rate .......	2-24
Creating a Video Switching Profile ....................................	2-24
Monitoring Video Switching Conferences ................................	2-26
H.239 / People+Content .....................................................................	2-27
H.239 ...............................................................................................	2-27
People+Content ............................................................................	2-27
Guidelines ..............................................................................	2-27
Content Transmission Modes .....................................................	2-28
Content Protocol ...........................................................................	2-29
Defining Content Sharing Parameters for a Conference ........	2-30
Sending Content to Legacy Endpoints ......................................	2-32
Guidelines for Sending Content to Legacy Endpoints ....	2-32
Interoperability with Polycom CMA and DMA ..............	2-33
Content Display on Legacy Endpoints ..............................	2-34
Enabling the Send Content to Legacy Endpoints Option .......	2-35
Changing the Default Layout for Displaying Content on
Legacy Endpoints .................................................................	2-36
Stopping a Content Session ........................................................	2-38
Video Preview .......................................................................................	2-39
Video Preview Guidelines ..........................................................	2-39
Workstation Requirements .........................................................	2-40
Testing your Workstation ...................................................	2-40
Previewing the Participant Video ..............................................	2-42
Gathering Phase ....................................................................................	2-44
Gathering Phase Guidelines .......................................................	2-45

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Gathering Phase Duration ...................................................	2-46
Enabling the Gathering Phase Display ..............................	2-47
Closed Captions ....................................................................................	2-48
Enabling Closed Captions ...........................................................	2-49
Message Overlay ..................................................................................	2-50
Guidelines ......................................................................................	2-50
Enabling Message Overlay ..........................................................	2-51
Audio Algorithm Support ...................................................................	2-54
Guidelines ......................................................................................	2-54
Mono .......................................................................................	2-54
Stereo ......................................................................................	2-55
Audio algorithms supported for ISDN .....................................	2-56
Monitoring Participant Audio Properties .................................	2-58
Media Encryption .................................................................................	2-59
Media Encryption Guidelines .....................................................	2-59
Conference Access ................................................................	2-60
Entry Queue Access .............................................................	2-62
Move Guidelines ...................................................................	2-64
Encryption Flag Settings ..............................................................	2-64
Enabling Encryption in the Profile .............................................	2-65
Enabling Encryption at the Participant Level ..........................	2-65
Monitoring the Encryption Status ..............................................	2-66
LPR – Lost Packet Recovery ................................................................	2-68
Packet Loss ....................................................................................	2-68
Causes of Packet Loss ..........................................................	2-68
Effects of Packet Loss on Conferences ...............................	2-68
Lost Packet Recovery ...................................................................	2-68
Lost Packet Recovery Guidelines .......................................	2-69
Enabling Lost Packet Recovery ..........................................	2-69
Monitoring Lost Packet Recovery ..............................................	2-70
Telepresence Mode ...............................................................................	2-72
RMX Telepresence Mode Guidelines ........................................	2-72
System Level ..........................................................................	2-72
Conference Level ..................................................................	2-73
Room (Participant/Endpoint) Level ..................................	2-73
Automatic detection of Immersive Telepresence (ITP)
Sites .........................................................................................	2-74

iii

Table of Contents

Striping Options ...........................................................................	2-75
Horizontal Striping ..............................................................	2-75
Asymmetric Letter box Cropping ......................................	2-75
Gathering Phase with ITP Room Systems ........................	2-75
Aspect ratio for standard endpoints ..................................	2-75
Video Fade is enabled for all Telepresence conferences . 2-75
RPX and TPX Video Layouts ......................................................	2-76
Enabling Telepresence Mode ......................................................	2-79
Conference Level ..................................................................	2-79
Room (Participant/Endpoint) Level ..................................	2-80
Saving an Ongoing Conference as a Template ................	2-82
Starting an Ongoing Conference From a Template .........	2-82
Monitoring Telepresence Mode .................................................	2-84
Monitoring Ongoing Conferences .....................................	2-84
Monitoring Participant Properties .....................................	2-85
Lecture Mode ........................................................................................	2-86
Enabling Lecture Mode ...............................................................	2-86
Enabling the Automatic Switching ....................................	2-86
Selecting the Conference Lecturer .....................................	2-87
Restricting Content Broadcast to Lecturer ........................	2-87
Content Broadcast Control ..................................................	2-88
Giving and Cancelling Token Ownership ........................	2-89
Lecture Mode Monitoring ...........................................................	2-90
Permanent Conference ........................................................................	2-93
Guidelines ......................................................................................	2-93
Enabling a Permanent Conference .............................................	2-94
Cascading Conferences ........................................................................	2-95
General Guidelines .......................................................................	2-95
Video Layout in Cascading conferences ...........................	2-96
DTMF Forwarding ...............................................................	2-97
Basic Cascading ............................................................................	2-97
Basic Cascading using IP Cascaded Link ..........................	2-98
Basic Cascading using ISDN Cascaded Link .................	2-100
Star Cascading Topology ..........................................................	2-102
Master-Slave Cascading ....................................................	2-103
Cascading via Entry Queue ..............................................	2-110
Monitoring Cascaded Conferences ..................................	2-116

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Creating the Dial-out Link from a Conference Running

on the MGC to the Conference Running on the RMX .. 2-117

Cascading Conferences - H.239-enabled MIH Topology .....	2-118
MIH Cascading Levels .......................................................	2-119
MIH Cascading Guidelines ...............................................	2-120
H.239 Content Sharing .......................................................	2-122
Setting up MIH Cascading Conferences .........................	2-123
MGC to RMX Cascading ...................................................	2-131
Starting and Monitoring MIH Cascading Conferences ........	2-141
Monitoring Participants in an MIH Cascaded
Conference ...........................................................................	2-141
Viewing Participant Properties ........................................	2-143
Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	3-1
Meeting Rooms List ...............................................................................	3-3
Meeting Room Toolbar & Right-click Menu ..............................	3-5
Creating a New Meeting Room ............................................................	3-6
Entry Queues, Ad Hoc Conferences and SIP Factories	. 4-1
Entry Queues ...........................................................................................	4-1
Defining a New Entry Queue .......................................................	4-4
Listing Entry Queues .....................................................................	4-8
Modifying the EQ Properties ........................................................	4-9
Transit Entry Queue .......................................................................	4-9
Setting a Transit Entry Queue ..............................................	4-9
IVR Provider Entry Queue (Shared Number Dialing) ............	4-10
Call Flow ................................................................................	4-10
Guidelines ..............................................................................	4-11
RMX Configuration ..............................................................	4-11
Ad Hoc Conferencing ..........................................................................	4-13
Gateway to Polycom® Distributed Media Application™
(DMA™) 7000 .......................................................................................	4-14
SIP Factories ..........................................................................................	4-15
Creating SIP Factories ..................................................................	4-15
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. 5-1
Viewing the Address Book ...................................................................	5-2
Displaying and Hiding the Address Book ..........................	5-2
Adding a Participant to the Address Book .........................................	5-4
Adding a new participant to the Address Book Directly .........	5-4

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Adding a Participant from an Ongoing Conference to the
Address Book ................................................................................	5-13
Modifying Participants in the Address Book ...........................	5-14
Deleting Participants from the Address Book ..........................	5-15
Searching the Address Book .......................................................	5-15
Filtering the Address Book .........................................................	5-16
Participant Groups ...............................................................................	5-18
Adding a New Group to the Address Book .............................	5-18
Deleting a Group from the Address Book ................................	5-19
Modifying a Group in the Address Book .................................	5-20
Importing and Exporting Address Books .........................................	5-21
Exporting an Address Book ........................................................	5-21
Importing an Address Book ........................................................	5-22
Integrating the Polycom CMA™ Address Book with the RMX ....	5-23

Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Guidelines ................................................................................................	6-1
System ......................................................................................	6-1
Resources .................................................................................	6-2
Reservations ............................................................................	6-3
Using the Reservation Calendar ..........................................................	6-4
Toolbar Buttons .......................................................................	6-4
Reservations Views ........................................................................	6-5
Week View ...............................................................................	6-6
Day View .................................................................................	6-6
Today View .............................................................................	6-6
List View ..................................................................................	6-7
Changing the Calendar View .......................................................	6-8
Scheduling Conferences Using the Reservation Calendar .............	6-10
Creating a New Reservation .......................................................	6-10
Managing Reservations .......................................................................	6-18
Guidelines ......................................................................................	6-18
Viewing and Modifying Reservations .......................................	6-18
Using the Week and Day views of the Reservations
Calendar .................................................................................	6-18
Deleting Reservations ..................................................................	6-20
Searching for Reservations using Quick Search ......................	6-21

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Operator Assistance & Participant Move . . . . . . . . . . .	7-1
Operator Conferences ............................................................	7-1
Defining the Components Enabling Operator Assistance .......	7-3
Defining a Conference IVR Service with Operator
Assistance Options .................................................................	7-4
Defining an Entry Queue IVR Service with Operator
Assistance Options .................................................................	7-7
Defining a Conference Profile for an Operator
Conference ...............................................................................	7-9
Defining an Ongoing Operator Conference .....................	7-16
Saving an Operator Conference to a Template ................	7-20
Starting an Operator Conference from a Template .........	7-22
Monitoring Operator Conferences and Participants
Requiring Assistance ....................................................................	7-23
Requesting Help ...................................................................	7-23
Participant Alerts List ..........................................................	7-25
Audible Alarms ............................................................................	7-25
Using Audible Alarms .........................................................	7-25
Moving Participants Between Conferences ..............................	7-26
Moving Participants .............................................................	7-27
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . .	8-1
Guidelines ................................................................................	8-1
Using Conference Templates ................................................................	8-3
Toolbar Buttons .......................................................................	8-4
Creating a New Conference Template ................................................	8-5
Creating a new Conference Template from Scratch ..................	8-5
Saving an Ongoing Conference as a Template ........................	8-12
Saving an Operator Conference to a Template ................	8-12
Starting an Ongoing Conference From a Template .........................	8-14
Starting an Operator Conference from a Template .........	8-15
Scheduling a Reservation From a Conference Template ................	8-16
Deleting a Conference Template ........................................................	8-18
Polycom Conferencing for Microsoft Outlook® . . . . . . .	9-1
Setting up the Calendaring Solution ...................................................	9-3
Calendaring Guidelines ...............................................................	9-10
Creating and Connecting to a Conference ........................................	9-12
Creating a Conference .................................................................	9-12

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Table of Contents

Connecting to a Conference ........................................................	9-14
RMX Standalone Deployment ............................................	9-15
RMX and Polycom DMA System Deployment ................	9-15
Polycom Solution Support ..........................................................	9-16
Conference and Participant Monitoring . . . . . . . . . . .	10-1
General Monitoring ..............................................................................	10-2
Conference Level Monitoring .............................................................	10-3
Monitoring Operator Conferences and Participants
Requiring Assistance ..................................................................	10-12
Requesting Help .................................................................	10-12
Participant Alerts List ........................................................	10-14
Participant Level Monitoring ...........................................................	10-15
IP Participant Properties ...................................................	10-16
Monitoring ISDN/PSTN Participants .............................	10-26
Monitoring Telepresence Participant Properties ...........	10-34
Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . .	11-1
Multiple Recording Links ...........................................................	11-1
Creating Multiple virtual Recording Rooms on the RSS ................	11-2
Configuring the RMX to Enable Recording ......................................	11-2
Defining the Recording Link ......................................................	11-3
Enabling the Recording Features in a Conference IVR
Service ............................................................................................	11-5
Enabling the Recording in the Conference Profile ..................	11-6
Recording Link Encryption .........................................................	11-8
Managing the Recording Process .....................................................	11-11
Recording Link Layout ..............................................................	11-11
Using the RMX Web Client to Manage the Recording
Process ..........................................................................................	11-13
Using DTMF Codes to Manage the Recording Process ........	11-15
Conference Recording with Codian IP VCR ..................................	11-16
Users, Connections and Notes . . . . . . . . . . . . . . . . . .	12-1
Listing Users ..................................................................................	12-2
Adding a New User .....................................................................	12-3
Deleting a User .............................................................................	12-4
Changing a User’s Password ......................................................	12-5
Disabling a User ............................................................................	12-6
Enabling a User .............................................................................	12-7

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Renaming a User ..........................................................................	12-7
Connections ...........................................................................................	12-9
Viewing the Connections List .....................................................	12-9
User and Connection Management in Enhanced Security Mode 12-10
Managing the RMX Users .........................................................	12-11
User Types ...........................................................................	12-11
Disabling/Enabling Users .................................................	12-11
Renaming Users ..................................................................	12-11
Disabling Inactive Users ....................................................	12-11
Managing the User Login Process ...........................................	12-12
Implementing Strong Passwords .....................................	12-12
Implementing Password Re-Use / History Rules .........	12-13
Defining Password Aging .................................................	12-14
Defining Password Change Frequency ...........................	12-14
Forcing Password Change .................................................	12-15
Temporary User Lockout ..................................................	12-15
User Lockout .......................................................................	12-15
User Login Record ..............................................................	12-16
Controlling RMX User Sessions ...............................................	12-17
Management Sessions per System ...................................	12-17
Sessions per User ................................................................	12-17
Connection Timeout ...........................................................	12-17
Session Timeout ..................................................................	12-18
Erase Session History After Logout .................................	12-18
Notes ....................................................................................................	12-19
Using Notes .................................................................................	12-19

Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

IP Network Services .............................................................................	13-2
Management Network (Primary) ...............................................	13-2
Default IP Service (Conferencing Service) ................................	13-3
Modifying the Management Network ......................................	13-3
Modifying the Default IP Network Service ............................	13-13
Ethernet Settings .........................................................................	13-31
IP Network Monitoring .............................................................	13-34
Using IPv6 Networking Addresses for RMX Internal and
External Entities ..........................................................................	13-39
RMX Internal Addresses ...................................................	13-39

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Table of Contents

External Entities ..................................................................	13-39
IPv6 Guidelines ...........................................................................	13-39
Network Security ...............................................................................	13-41
Network Separation ...................................................................	13-41
RMX 1500/4000 ..................................................................	13-41
RMX 2000 .............................................................................	13-42
Enabling Network Separation ..........................................	13-42
RMX Network Port Usage ................................................................	13-46
ISDN/PSTN Network Services ........................................................	13-50
Adding/Modifying ISDN/PSTN Network Services ............	13-51
Obtaining ISDN/PSTN required information ...............	13-51
Modifying an ISDN/PSTN Network Service .........................	13-60
IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	14-1
IVR Services List ...................................................................................	14-2
IVR Services Toolbar ....................................................................	14-3
Adding Languages ...............................................................................	14-4
Defining a New Conference IVR Service ..........................................	14-9
Defining a New Conference IVR Service ..................................	14-9
Entry Queues IVR Service .................................................................	14-27
Defining a New Entry Queue IVR Service .............................	14-27
Setting a Conference IVR Service or Entry Queue IVR
Service as the Default Service ...................................................	14-34
Modifying the Conference or Entry Queue IVR Service
Properties .....................................................................................	14-35
Replacing the Music File ...................................................................	14-36
Adding a Music File ...........................................................	14-36
Creating Audio Prompts and Video Slides ....................................	14-38
Recording an Audio Message ...................................................	14-38
Creating a Welcome Video Slide ..............................................	14-42
Default IVR Prompts and Messages ................................................	14-43
Volume Control of IVR Messages, Music and Roll Call ...............	14-47
The Call Detail Record (CDR) Utility . . . . . . . . . . . . . .	15-1
The CDR File .........................................................................................	15-2
CDR File Formats .........................................................................	15-2
CDR File Contents ........................................................................	15-3
Viewing, Retrieving and Archiving Conference Information .......	15-5
Viewing the Conference Records ...............................................	15-5

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Refreshing the CDR List ..............................................................	15-6
Retrieving and Archiving Conference CDR Records ..............	15-7
Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	16-1
Call Flows ......................................................................................	16-1
Direct Dialing ........................................................................	16-1
Gateway IVR .........................................................................	16-5
PSTN Dial-in Using GK Prefix ............................................	16-7
Interoperability with CMA .................................................	16-9
Connection Indications ..............................................................	16-10
Gateway Functionality ...............................................................	16-11
Configuring the Gateway Components on the RMX ............	16-12
Defining the IVR Service for Gateway Calls ...................	16-12
Defining the Conference Profile for Gateway Calls ......	16-16
Defining the Gateway Profile ...........................................	16-17
Displaying the Connection Information - System
Configuration ......................................................................	16-21
Monitoring Ongoing Gateway Sessions .................................	16-22
Gateway Session Parameters ............................................	16-22
Connected Participant Parameters ...................................	16-23
Dialing to Polycom® DMA™ 7000 ..................................................	16-24
Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a
Meeting Room .....................................................................................	16-25
RMX Manager Application . . . . . . . . . . . . . . . . . . . . .	17-1
Installing the RMX Manager ...............................................................	17-1
Starting the RMX Manager Application ...........................................	17-6
Connecting to the MCU ...............................................................	17-7
RMX Manager Main Screen ......................................................	17-10
MCUs Pane ..........................................................................	17-11
Conferences Pane ................................................................	17-12
RMX Management ..............................................................	17-13
List Pane ...............................................................................	17-14
Status Bar .............................................................................	17-14
Address Book ......................................................................	17-15
Conference Templates ........................................................	17-16
Adding MCUs to the MCUs List ......................................................	17-16
Starting a Conference .........................................................................	17-19
Starting a Conference from the Conferences Pane ................	17-19

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Table of Contents

Starting a Reservation ................................................................	17-21
Starting an Ongoing Conference or Reservation From a
Template ......................................................................................	17-22
Monitoring Conferences ....................................................................	17-23
Grouping the Participants by MCU .........................................	17-24
Start Monitoring/Stop Monitoring ..........................................	17-25
Modifying the MCU Properties ........................................................	17-26
Disconnecting an MCU .....................................................................	17-27
Removing an MCU from the MCUs Pane ......................................	17-27
Changing the RMX Manager Language .........................................	17-28
Import/Export RMX Manager Configuration ...............................	17-29
Installing RMX Manager for Secure Communication Mode .......	17-31
Using an Internal Certificate Authority ..................................	17-36

RMX Administration and Utilities . . . . . . . . . . . . . . . . 18-1

System and Participant Alerts ............................................................	18-1
System Alerts ................................................................................	18-2
Participant Alerts ..........................................................................	18-4
System Configuration ..........................................................................	18-5
Modifying System Flags ..............................................................	18-5
Manually Adding and Deleting System Flags .......................	18-18
JITC_MODE System Flag ..........................................................	18-33
Auto Layout Configuration ......................................................	18-36
Customizing the Default Auto Layout ............................	18-36
LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag
Values ...........................................................................................	18-40
CS_ENABLE_EPC Flag .............................................................	18-41
Automatic Password Generation Flags ...................................	18-42
Guidelines ............................................................................	18-42
Enabling the Automatic Generation of Passwords .......	18-43
RMX Time ............................................................................................	18-47
Guidelines ............................................................................	18-47
Altering the clock .......................................................................	18-47
Resource Management ......................................................................	18-49
Resource Capacity ......................................................................	18-49
Resource Capacity Modes .................................................	18-50
Resource Usage ...................................................................	18-51
Video/Voice Port Configuration .............................................	18-54

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Flexible Resource Capacity Mode ....................................	18-54
Fixed Resource Capacity ...................................................	18-54
Configuring the Video/Voice Resources in MPM
Mode .....................................................................................	18-55
Configuring the Video/Voice Resources in MPM+ and
MPMx Mode ........................................................................	18-56
Flexible Resource Capacity ...............................................	18-56
Forcing Video Resource Allocation to CIF Resolution . 18-61
Resource Report ..........................................................................	18-62
Displaying the Resource Report .......................................	18-63
Resource Report Display in Flexible Resource Capacity
Mode™ .................................................................................	18-64
Resource Report in Fixed Resource Capacity Mode™ . 18-65
ISDN/PSTN ........................................................................	18-66
RMX Resource Management by CMA and DMA .................	18-67
Guidelines ............................................................................	18-67
Port Usage Threshold ................................................................	18-69
Setting the Port Usage Threshold .....................................	18-69
SIP Dial-in Busy Notification ............................................	18-70
Port Usage Gauges .....................................................................	18-71
Port Gauges in Flexible/Fixed Capacity Modes ............	18-72
System Information ............................................................................	18-73
SNMP (Simple Network Management Protocol) ..........................	18-77
Detailed Description ..................................................................	18-77
MIB (Management Information Base) Files ............................	18-77
Private MIBS ........................................................................	18-77
Support for MIB-II Sections ..............................................	18-78
The Alarm-MIB ...................................................................	18-78
H.341-MIB (H.341 – H.323) ...............................................	18-78
Standard MIBs .....................................................................	18-78
Traps .............................................................................................	18-80
Status Trap Content ............................................................	18-81
Defining the SNMP Parameters in the RMX ..........................	18-82
Audible Alarms ..................................................................................	18-88
Using Audible Alarms ...............................................................	18-88
Audible Alarm Permissions ..............................................	18-88
Stop Repeating Message ....................................................	18-89

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Configuring the Audible Alarms .............................................	18-89
User Customization ............................................................	18-89
Replacing the Audible Alarm File ...................................	18-90
Multilingual Setting ...........................................................................	18-93
Customizing the Multilingual Setting .....................................	18-93
Banner Display and Customization .................................................	18-94
Customizing Banners .................................................................	18-94
Banner Display ............................................................................	18-95
Login Screen Banner ..........................................................	18-95
Main Screen Banner ...........................................................	18-97
Software Management .......................................................................	18-98
Backup and Restore Guidelines ...............................................	18-98
Using Software Management ...........................................	18-99
Ping RMX ...........................................................................................	18-101
Guidelines ..................................................................................	18-101
Using Ping .................................................................................	18-101
Notification Settings .........................................................................	18-103
Logger Diagnostic Files ...................................................................	18-105
Auditor ...............................................................................................	18-108
Auditor Files ..............................................................................	18-108
Auditor Event History File Storage ...............................	18-108
Retrieving Auditor Files ..................................................	18-109
Auditor File Viewer .................................................................	18-111
Audit Events ..............................................................................	18-114
Alerts and Faults ...............................................................	18-114
Transactions ......................................................................	18-116
ActiveX Bypass .................................................................................	18-118
Installing ActiveX .....................................................................	18-118
Resetting the RMX ............................................................................	18-120

RMX Hardware Monitoring . . . . . . . . . . . . . . . . . . . . . 19-1

Viewing the Status of the Hardware Components .........................	19-1
HW Monitor Pane Tool bar .................................................	19-3
Viewing Hardware RMX 1500 Component’s Properties ................	19-4
Viewing Hardware RMX 2000 Component’s Properties ..............	19-13
Viewing Hardware RMX 4000 Component’s Properties ..............	19-22
Diagnostic Mode (RMX 1500/2000/4000) ......................................	19-31
Performing Diagnostics .............................................................	19-32

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Diagnostics Monitoring .............................................................	19-36
MCU Monitor ......................................................................	19-36
Cards Monitor .....................................................................	19-37
Error Buffer ..........................................................................	19-38
Temperature Thresholds ...........................................................	19-39

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

IP Disconnection Causes. .....................................................................	A-1
ISDN Disconnection Causes ..............................................................	A-10

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

Alarms ..............................................................................................

B-1

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

The Conference Summary Record	...................................................... C-3
Event Records ........................................................................................	C-5
Standard Event Record Fields .....................................................	C-5
Event Types ....................................................................................	C-6
Event Specific Fields ...................................................................	C-16
Disconnection Cause Values ..............................................................	C-55

MGC Manager Events that are not Supported by the RMX 1500/2000/ 4000 ........................................................................................................ C-59

Appendix D - Ad Hoc Conferencing and External
Database Authentication . . . . . . . . . . . . . . . . . . . . . . .	D-1
Ad Hoc Conferencing without Authentication ................................	D-2
Ad Hoc Conferencing with Authentication ......................................	D-3
Entry Queue Level - Conference Initiation Validation with an
External Database Application ....................................................	D-4
Conference Access with External Database Authentication ...........	D-6
Conference Access Validation - All Participants (Always) .....	D-7
Conference Access Validation - Chairperson Only (Upon
Request) ..........................................................................................	D-9
System Settings for Ad Hoc Conferencing and External Database
Authentication .....................................................................................	D-11
Ad Hoc Settings ...........................................................................	D-11
Authentication Settings ..............................................................	D-11
MCU Configuration to Communicate with an External
Database Application ..........................................................	D-13
Enabling External Database Validation for Starting New
Ongoing Conferences ..........................................................	D-15

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Enabling External Database Validation for Conferences
Access ....................................................................................	D-16

Appendix E - Participant Properties Advanced Channel
Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	E-1
Appendix F - Secure Communication Mode . . . . . . . . .	.F-1
Switching to Secure Mode .............................................................	F-1
Purchasing a Certificate .........................................................	F-1
Installing the Certificate ........................................................	F-3
Creating/Modifying System Flags ......................................	F-5
Enabling Secure Communication Mode .....................................	F-5
Alternate Management Network .........................................	F-6
Securing an External Database .....................................................	F-7

Appendix G - Configuring Direct Connections to RMX . G-1

Management Network (Primary) .......................................................	G-1
Alternate Management Network ........................................................	G-1
Configuring the Workstation .......................................................	G-2
Connecting to the Management Network .................................	G-7
Connecting to the Alternate Management Network ................	G-9
Connecting to the RMX via Modem .........................................	G-10
Procedure 1: Install the RMX Manager ............................	G-10
Procedure 2: Configure the Modem .................................	G-10
Procedure 3: Create a Dial-up Connection ......................	G-11
Procedure 4: Connect to the RMX .....................................	G-16
Appendix H - Setting the RMX for Integration Into
Microsoft OCS Environment . . . . . . . . . . . . . . . . . . . . . .	H-1
Setting the Matched URI Dialing Method .........................................	H-2
Configuring the OCS for RMX Systems .....................................	H-3
Setting the Trusted Host for RMX in the OCS ..................	H-3
Setting the Static Route for RMX in the OCS .....................	H-6
Optional. Setting the Static Route & Trusted Host for
RMX in the Load Balancer Server .......................................	H-7
Dialing to an Entry Queue, Meeting Room or Conference
Using the Matched URI Method .................................................	H-9
Setting the Numerical Dialing Method ............................................	H-10
Setting the Numerical Dialing into RMX Meeting Rooms ....	H-10
Configuring the RMX as a Routable Gateway ................	H-12

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Establishing a Voice Route to the RMX “Voice”
Gateway ................................................................................	H-14
Configuring Office Communicator Users for Enterprise
Voice ......................................................................................	H-18
Starting a Conferencing Call from the MOC ...........................	H-23
Setting Simultaneous Numerical Dialing and Matched URI
Routing ..................................................................................................	H-24
Configuring the RMX 1500/2000/4000 for Microsoft OCS 2007
Integration ............................................................................................	H-25
Modify the RMX Management Network Service to Include
the DNS Server .............................................................................	H-25
Defining a SIP Network Service in the RMX and Creating/
Installing the Security Certificate ..............................................	H-27
The Security certificate ........................................................	H-27
Configuring the RMX IP Network Service ......................	H-28
Polycom RMX System Flag Configuration ..............................	H-36
PFX Method - Creating the Security (TLS) Certificate in the
OCS and Exporting the Certificate to the RMX
Workstation ..................................................................................	H-39
Retrieving the Certificate from the OCS to the RMX
Workstation ..........................................................................	H-45
Optional. Creating the Certificate Password File
(certPassword.txt) ................................................................	H-48
Interactive Connectivity Establishment (ICE) .................................	H-49
ICE Guidelines .............................................................................	H-49
Connecting to the RMX in ICE Environment ..........................	H-49
Dialing Methods ..................................................................	H-50
Deployment Process for the RMX Systems .............................	H-51
Creating an Active Directory Account for the RMX ......	H-52
Enabling the RMX User Account for Office
Communication Server .......................................................	H-55
Configuring the RMX for ICE Dialing ..............................	H-56
Monitoring the Connection to the STUN and Relay Servers
in the ICE Environment ..............................................................	H-59
Monitoring the Participant Connection in ICE
Environment .................................................................................	H-60
Active Alarms and Troubleshooting ................................................	H-63
Active Alarms ..............................................................................	H-63

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ICE Active Alarms .......................................................................	H-65
Troubleshooting ...........................................................................	H-67
Known Issues ...............................................................................	H-68
Polycom Solution Support .........................................................	H-68

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1

Conference Profiles

Profiles stored on the MCU enable you to define all types of conferences. Profiles include conference parameters such as Bit Rate, Video Layout, Encryption, etc.

The maximum of Conference Profiles can that be defined is:

•RMX 1500 - 40

•RMX 2000 - 40

•RMX 4000 - 80

Conference Profiles are saved to Conference Templates along with all participant parameters, including their Personal Layout and Video Forcing settings, enabling administrators and operators to create, save, schedule and activate identical conferences. For more information see Chapter 8, “Conference Templates” .

The RMX is shipped with a default Conference Profile which allows users to immediately start standard ongoing conferences. Its settings are as follows:

Table 1-1 Default Conference Profile Settings

Setting	Value
Profile Name	Factory Video Profile
Bit Rate	384Kbps
H.239 Settings	Graphics
High Definition Video	Disabled
Switching
Operator Conference	Disabled
Encryption	Disabled
LPR	Enabled for CP Conferences

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Chapter 1-Conference Profiles

Table 1-1 Default Conference Profile Settings (Continued)

Setting	Value
Auto Terminate	• After last participant quits - Enabled
	• When last participant remains - Disabled
Echo Suppression	Enabled
Keyboard Noise Suppression	Disabled
Video Quality	Sharpness
Video Clarity™	Enabled
Content Video Definition	• Content Settings: Graphics
	• Content Protocol: Up to H.264
Send Content to Legacy	Enabled
Endpoints
Layout	Auto Layout - Enabled
	Same Layout - Disabled
Skin	Polycom
IVR Name	Conference IVR Service

This Profile is automatically assigned to the following conferencing entities:

Name	ID
Meeting Rooms
Maple_Room	1001
Oak_Room	1002
Juniper_Room	1003
Fig_Room	1004
Entry Queue
Default EQ	1000

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Conferencing Modes

Standard Conferencing

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

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

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

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

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

—When Sharpness is selected as the Video Quality setting in the conference Profile, the RMX will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps.

—H.264 protocol provides better compression of video images in bit rates lower than 384 Kbps and it will be automatically selected for the endpoint if it supports H.264.

—When working with RMXs at low bit rates (128, 256, or 384Kbps), HDX endpoints will transmit SD15 resolution instead of 2CIF resolution.

When using 1x1 conference layout, the RMX transmits the same resolution it receives from the endpoint.

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

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Chapter 1-Conference Profiles

•Video Clarity - Video Clarity feature applies video enhancing algorithms to incoming video streams of resolutions up to and including SD.

•Operator Conferences - Offers additional conference management capabilities to the RMX users, enabling them to attend to participants with special requirements and acquire participant details for billing and statistics. This service is designed usually for large conferences that require the personal touch. Operator assistance is available in both MPM, MPM+ and MPMx Card Configuration Modes. For more information, see Chapter 7, “Operator Assistance & Participant Move” on page 7-1.

•Supported resolutions:

—H.261 CIF/QCIF – Is supported in Continuous Presence (CP) conferences at resolutions of 288 x 352 pixels (CIF) and

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

—H.263 4CIF - A high video resolution available to H.263 endpoints that are not H.264 enabled. It is only supported for conferences in which the video quality is set to sharpness and for lines rates of 384kbps to 1920kbps.

—Standard Definition (SD) - A high quality video protocol which uses the H.264 video algorithm. It enables HD compliant endpoints to connect to Continuous Presence conferences at resolutions of 720X576 pixels for PAL systems and 720X480 pixels for NTSC systems. Bit rates for SD range from 256Kbps to 2Mbps. For more information, see "Video Resolutions in CP” on page 2-4.

—High Definition (HD) – HD is an ultra-high quality video resolution. Depending on the RMX’s Card Configuration mode, compliant endpoints are able to connect to conferences at resolutions ranging from 720p (1280 x 720 pixels) to 1080p (1920 x 1080 pixels) (in MPM+ and MPMx Modes) at bit rates ranging from 1024 Kbps to 4 Mbps (6 Mbps with MPMx). For more information, see "Video Resolutions in CP” on page 2-4.

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Supplemental Conferencing Features

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

•H.239 – Allows compliant endpoints to transmit and receive two simultaneous streams of conference data to enable Content sharing. H.239 is also supported in cascading conferences. Both H.263 and H.264 Content sharing protocols are supported. If all endpoints connected to the conference have H.264 capability, Content is shared using H.264, otherwise Content is shared using H.263.

For more information, see "H.239 / People+Content” on page 2-27.

•Lecture Mode – The lecturer is seen by all participants in full screen while the lecturer views all conference participants in the selected video layout.

For more information, see "Lecture Mode” on page 2-86.

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

—If the speaker in a video conference is an Audio Only participant, the Presentation Mode is disabled for that participant.

—Video forcing works in the same way as in Lecture Mode when Presentation Mode is activated, that is, forcing is only enabled at the conference level, and it only applies to the video layout viewed by the lecturer.

•Telepresence Mode - enables the connection of numerous high definition telepresence rooms and of different models (such as TPX and RPX) into one conference maintaining the telepresence experience. This mode is enabled by a special license.

•Encryption – Used to enhance media security at conference and participant levels. For more information, see "Message Overlay” on page 2-50.

•Conference Recording - The RMX enables audio and video recording of conferences using Polycom RSS 2000 recording system.

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Chapter 1-Conference Profiles

•Packet Loss Concealment (PLC) - for Siren audio algorithms improves received audio when packet loss occurs in the network.

PLC is enabled by the SET_AUDIO_PLC System Flag in system.cfg

—PLC for Audio is supported with MPM+ and MPMx cards only.

—The speaker’s endpoint must use a Siren algorithm for audio compression.

—The following audio algorithms are supported:

•Siren 7 (mono)

•Siren 14 (mono/stereo)

•Siren 22 (mono/stereo)

•Auto Brightness - detects and automatically adjusts the brightness of video windows that are dimmer than other video windows in the conference layout.

—Auto Brightness is supported with MPM+ and MPMx cards only.

—Auto Brightness only increases brightness and does not darken video windows.

•Audio Clarity - improves received audio from participants connected via low audio bandwidth connections, by stretching the fidelity of the narrowband telephone connection to improve call clarity.

—Audio Clarity is supported with MPM+ and MPMx cards only.

—Audio Clarity is applied to the following low bandwidth (4kHz) audio algorithms:

•G.729a

•G.711

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Polycom RMX 1500/2000/4000 Administrator’s Guide

Viewing Profiles

Conference Profiles are listed in the Conference Profiles list pane.

To list Conference Profiles:

1In the RMX Management pane, expand the Rarely Used list.

2Click the Conference Profiles button.

The Conference Profiles are displayed in the List pane.

Profile Toolbar

Profile List

The following Conference Profile properties are displayed in the List pane:

Table 1-2 Conference Profiles Pane Columns

Field	Description
Name	The name of the Conference Profile.
Layout	Displays either “Auto Layout” or an icon of the
	layout selected for the profile.
	For information about video layouts, see Table 1-4
	"Video Layout Options” on page 1-25.

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Chapter 1-Conference Profiles

Table 1-2 Conference Profiles Pane Columns (Continued)

Field	Description
Line Rate	The maximum bit rate at which endpoints can
	connect to the conference.
Routing Name	Displays the Routing Name defined by the user or
	automatically generated by the system.
Encryption	Displays if media encryption is enabled for the
	Profile (Yes). For more information about
	encryption, see "Message Overlay” on page 2-50.

Profile Toolbar

The Profile toolbar provides quick access to the Profile functions:

Table 1-3 Profile Tool bar buttons

	Button	Button	Descriptions
		Name
		New Profile	To create a new Profile.
		Delete Profile	To delete a profile, click the Profile name and
			then click this button.

1-8