Polycom RMX 2000 User Manual

RMX 2000

Getting Started Guide

Version 1.1

Catalog No. DOC2159A Version 1.1

Proprietary and Confidential

The information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject to change without notice and does not represent commitment of any type on the part of Polycom, Inc. Polycom and Accord are registered trademarks of Polycom, Inc.

Notice

While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, Polycom, Inc., cannot assume responsibility for any errors. Changes and/or corrections to the information contained in this document may be incorporated into future issues.

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.

United States Safety Construction Details:

• 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 (EC)

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

Chinese Communication Certificate

Polycom RMX 2000 Getting Started Guide

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

RMX 2000 ................................................................................................. 1-1

RMX Main Features ............................................................................... 1-3

Video Display .................................................................................. 1-3

Dynamic Continuous Presence ............................................ 1-3

Standard Definition (SD) ....................................................... 1-4

High Definition (HD) ............................................................. 1-4

Multiple Switching Modes .................................................... 1-4

H.239 / People+Content ........................................................ 1-4

Media Encryption ................................................................... 1-4

IVR-Enabled Conferencing ........................................................... 1-5

Entry Queue .................................................................................... 1-5

Conferencing Capabilities and Options ...................................... 1-5

On Demand Conferencing .................................................... 1-5

Connection Methods .............................................................. 1-6

Conference Management and Monitoring Features ................. 1-6

First Time Installation and Configuration . . . . . . . . . . . 2-1

Hardware Installation and Setup ......................................................... 2-1

Mounting the RMX in a Rack ....................................................... 2-1

Connecting Cables .......................................................................... 2-3

Gather Network Equipment and Address Information ................... 2-4

IP Services ........................................................................................ 2-4

Management Network ........................................................... 2-4

Default IP Service (Conferencing Service) .......................... 2-4

First Entry Configuration ...................................................................... 2-6

Procedure 1: Product Registration ............................................... 2-6

Obtain the Product Activation Key ...................................... 2-6

Procedure 2: Modifying the Factory Default Management

Network Settings ............................................................................ 2-7

Management Network Definition ........................................ 2-7

Modifying the USB key settings ........................................... 2-7

Procedure 3: First-time Power-up and Connection to MCU .... 2-8

Procedure 4: Modifying the Default IP Service Settings ........... 2-9

Table of Contents

Fast Configuration Wizard ................................................. 2-10

RMX’s Default Conferencing Settings ............................................... 2-17

Customizing the RMX’s Default Conferencing Settings ........ 2-18

Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Starting the RMX .................................................................................... 3-1

RMX Screen Components ..................................................................... 3-2

Viewing and System Permissions ........................................ 3-4

Conference List ............................................................................... 3-5

List .................................................................................................... 3-5

RMX Management ......................................................................... 3-6

Status Bar ......................................................................................... 3-6

System Alerts .......................................................................... 3-6

Participant Alerts .................................................................... 3-7

Address Book .................................................................................. 3-8

Displaying and Hiding the Address Book .......................... 3-9

Customizing the Main Screen ....................................................... 3-9

Customizing the RMX Management Pane ....................... 3-10

Starting a Conference ........................................................................... 3-12

Starting a Conference from the Conference Pane .................... 3-12

General Tab ........................................................................... 3-13

Participants Tab ................................................................... 3-15

Connecting to a Conference ................................................................ 3-20

Dial-in H.323 Participants ........................................................... 3-21

Dial-in SIP Participants ................................................................ 3-21

Conference Access Via an Entry Queue .................................... 3-22

H.323 Participants ................................................................ 3-22

SIP Participants ..................................................................... 3-23

Endpoint Names in the Video Layout ............................................... 3-24

Monitoring On Going Conferences ................................................... 3-26

Monitoring and Operations Methods ........................................ 3-26

Operation Selection .............................................................. 3-26

Conference Level Monitoring ..................................................... 3-27

Participant Level Monitoring ...................................................... 3-30

Participant Connection Monitoring ................................... 3-30

Operations Performed During On Going Conferences .................. 3-33

Conference Level operations ...................................................... 3-33

Changing the Duration of a Conference ........................... 3-33

Polycom RMX 2000 Getting Started Guide

Changing the Video Layout of a Conference ................... 3-34

Video Forcing ........................................................................ 3-35

Participant Level Operations ...................................................... 3-37

Video Forcing ........................................................................ 3-39

Personal Layout Control ...................................................... 3-40

Conference Control Using DTMF Codes .......................... 3-43

Appendix A: Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

iii

Table of Contents

System Overview

This Getting Started Guide provides information on the installation and basic operation of your RMX system. For more information on managing the system, refer to RMX Administrator’s Guide included with the system.

RMX 2000

The Polycom RMX 2000 Multipoint Control Unit (MCU) is a high performance, scalable, IP-network (H.323 and SIP) solution that provides the user with feature-rich, and easy-to-use multipoint voice and video conferencing.

The RMX MCU meets International Telecommunication Union Telecommunication Standardization Sector, (ITU-T, formerly CCITT) standards for multipoint multimedia bridging devices, and meets ETSI standards for telecommunication products.

The RMX unit has, in addition, been designed in compliance with IETF (Internet Engineering Task Force) – a large open international community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architecture and the smooth operation of the Internet.

1-1

Chapter 1-System Overview

RMX

VSX

IP Phone

LAN

RMX

Web Client

Figure 1-1 Multipoint Video Conferencing using an Polycom RMX 2000

The Polycom RMX 2000 unit is controlled, via the LAN, by the Polycom RMX 2000 Web Client application, using Internet Explorer installed on

the user’s workstation.

1-2

RMX Main Features

Video Display

Dynamic Continuous Presence

The dynamic Continuous Presence capability of the RMX system enables viewing flexibility by offering multiple viewing options and window layouts for video conferencing. The Continuous Presence mode offers 24 layouts to accommodate different numbers of participants and conference settings.

Table 1-1 Continuous Presence – Video Layouts

Polycom RMX 2000 Getting Started Guide

1-3

Chapter 1-System Overview

Standard Definition (SD)

SD is a high quality video protocol which uses the H.264 video algorithm. It enables HD compliant endpoints to connect to conferences at resolutions of 720X576 for PAL systems and 720X480 for NTSC systems. Bit rates for SD range from 256Kbps to 2Mbps.

High Definition (HD)

HD is an ultra-high quality video resolution enabling compliant endpoints to connect to conferences at resolutions of 1280x720 (720p) and at bit rates ranging from 384kbp to 4Mb.

Setting a video conference to HD resolution forces all conference participants to connect using the same conference line rate and HD capabilities. Endpoints that are unable to meet these requirements connect as Secondary (audio only).

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

• RMX user forces participants to selected video window

• Lecture Mode - The lecturer is viewed in full screen by all conference

• Presentation Mode - When the speaker’s presentation extends

participants, while the audience is “time-switched” in the speaker’s view

beyond a predefined time, he/she becomes the current lecturer and the conference switches to Lecture Mode

1-4

H.239 / People+Content

The H.239 protocol allows compliant endpoints to share content. By default, all Conferences, Entry Queues, and Meeting Rooms launched on the RMX have H.239 capability.

People+Content is Polycom’s proprietary equivalent of H.239.

Media Encryption

Encryption is available at the conference and participant levels, based on AES 128 Media Encryption and DH 1024 Key Exchange standards.

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 and remote control to interact with the conference’s menu-driven scripts using DTMF codes.

Operations that can be performed by participants during a conferences include:

• Manually terminate the conference

• Mute or unmute the participant’s audio channel

• Adjust the participant’s broadcasting and listening audio volume

• Play the Help Menu

• Mute or unmute undefined dial-in participants upon their connection to the conference

• Request a Roll Call and stop the Roll Call names review

Entry Queue

Polycom RMX 2000 Getting Started Guide

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.

This service also enables the system to verify the participant’s right to start an Ad Hoc conference or to join an on going conference.

Conferencing Capabilities and Options

On Demand Conferencing

The following options are available when setting up conferences:

• New Conference – setup once, use once The conference is deleted from the MCU after it ends

• Meeting Rooms – setup 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 – no setup, a new conference is created when a user dials in

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Chapter 1-System Overview

Connection Methods

• Dial-out: automatically, to pre-defined participants (line rate detection is automatic)

• Dial-in:

— for participants defined in advance — for undefined participants directly to a conference — for undefined participants via a single dial Entry Queue

Conference Management and Monitoring Features

The Polycom RMX 2000 Web Client provides capabilities for management and monitoring of participants and conferences, including the following:

• Lecture Mode or Presentation Mode in Continuous Presence conferences

• Far End Camera Control (FECC/LSD) in video conferences

• Automatic termination of idle (no participants) conferences

• Automatic extension of conference duration

• Control of listening and broadcasting audio volume for individual participants

• Auto Gain Control (AGC) noise and audio volume regulation for individual participants

• Conference control via DTMF codes from participant’s endpoint or telephone

• Entry, exit and end-of-conference indications

• Media encryption

• Active display of all conferences and participants

• Real-time monitoring of each participant’s connection status and properties

• Multiple drag & drop of participants

• Easily accessed Call Detail Records (CDR) for administrator

• Active display of all system resources

1-6

First Time Installation and Configuration

First Time Installation and Configuration of the Polycom RMX 2000 consists of the following procedures:

1 Hardware Installation and Setup

— Mount the RMX in a rack. — Connect the necessary cables.

2 Gather Network Equipment and Address Information

— Get the information needed for integrating the RMX into the

local network.

3 First Entry Configuration

— Power up and register the RMX. — Modify the Management Network. — Configure the Default IP Service.

Hardware

Installation

and

Setup

Gather Network

Equipment

and

Address Info

First Entry

Configuration

Hardware Installation and Setup

The RMX unit should be mounted in a 19”rack in a well ventilated area. It is important to adhere to the Site Requirements as described in the RMX 2000 Hardware Guide, "Site Requirements” on page 1-3.

Mounting the RMX in a Rack

There are two methods for installing the RMX in a rack:

• Using rack brackets – Install rack brackets, supplied by the rack

manufacturer, in the rack. Mount the RMX on top of the rack

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Chapter 2-First Time Installation and Configuration

brackets. Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets.

• Using a shelf – Install the shelf, supplied by the rack manufacturer, in the rack. Mount the RMX on the shelf. Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets.

2-2

Connecting Cables

Prior to connecting cables, remove all protective caps from their port jacks.

Connect the following cables to the back panel:

•Power cable

• LAN cable to LAN 2 Port.

Polycom RMX 2000 Getting Started Guide

LAN

Power

2-3

Chapter 2-First Time Installation and Configuration

Gather Network Equipment and Address Information

IP Services

Hardware

Installation

and

Setup

Gather Network

Equipment

and

Address Info

First Entry

Configuration

The IP addresses and network parameters which enable communication between the RMX, its management application and the conferencing devices are organized in two IP services:

• Management Network (Control Unit)

• Default IP Service (Conferencing Service)

During the First Entry Configuration, the parameters of these two network services are modified to comply with your local network settings.

Management Network

The Management Network enables communication between RMX Control Unit and the RMX Web Client and is used to manage the RMX.

Default IP Service (Conferencing Service)

The Default IP Service (Conferencing Service) is used to configure and manage communications between the RMX and conferencing devices.

The RMX is shipped with default IP addresses as listed in Table 2-1.

When installing an RMX unit, these default IP addresses must be modified to your local network settings. Therefore it is important that before powering the RMX unit up for the first time, that you obtain the information needed to complete the Local Network Settings section of the table from your network administrator.

Table 2-1 Network Equipment and Address Information

2-4

Parameter Factory Default Local Network Settings

Control Unit IP Address

Control Unit Subnet Mask

192.168.1.254

255.255.255.0

Polycom RMX 2000 Getting Started Guide

Table 2-1 Network Equipment and Address Information (Continued)

Parameter Factory Default Local Network Settings

Control Unit Default Gateway

Shelf Management IP Address

Signaling Host IP address

Media Board IP address (MPM 1)

Media Board IP address (MPM 2)

Gatekeeper IP address (optional)

DNS IP address (optional)

SIP Server IP address (optional)

192.168.1.1

192.168.1.252

–

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Chapter 2-First Time Installation and Configuration

First Entry Configuration

Hardware

Installation

and

Setup

There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence:

1 Product Registration.

2 Modifying the Factory Default Management Network Settings.

Gather Network

Equipment

and

Address Info

First Entry

Configuration

3 First-time Power-up and connection to MCU.

4 Modifying the Default IP Service Settings (Fast Configuration

Wizard).

Procedure 1: Product Registration

Before the RMX can be configured and used, it is necessary to register the product and obtain a Product Activation Key.

During first-time power-up, a dialog box appears requesting you to enter a Product Activation Key.

Obtain the Product Activation Key

1 Access the Support Page of the Polycom website:

www.polycom.com/support

2 In the Resource Center section, click the Register Your Product link.

3 If required, select New User Account or enter your User ID and

Password and then click Sign In.

4 Follow the on-screen instructions for Product Registration and Product

Activation. (The RMX’s serial number is on a sticker on the back of the

unit, if needed.)

5 Write down the Product Activation Key or copy/paste it for later use.

2-6

Polycom RMX 2000 Getting Started Guide

Procedure 2: Modifying the Factory Default Management Network Settings

Management Network Definition

Management Network Definition can be done by two methods:

• USB key – The system is shipped with a USB key containing the

default IP addresses for the control unit and the shelf management.

These defaults are first modified in the PC and then uploaded to the RMX.

• Direct connection – Creating a private network between the Polycom

RMX 2000 and the computer and modifying the management network parameters using the Polycom RMX 2000 Web Client.

For more information about the direct connection method, see RMX 2000

Administrators’s Guide, Appendix F: "Configuring Direct Connections to RMX” on page F-1.

Modifying the USB key settings

The USB key contains a text file, lan.cfg, which holds the factory default IP address parameters. These parameters must be modified to your local network settings.

To modify the USB key settings:

1 Plug the USB key into the PC.

2 Use a text editor program (WordPad, Notepad, etc.) to Open lan.cfg.

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Chapter 2-First Time Installation and Configuration

3 In the lan.cfg file, modify the following parameters using the

information supplied by your network administrator. Make sure that there are no extra spaces at the end of each line.

— Management (Control Unit) IP Address — Management (Control Unit) Subnet Mask — Management (Control Unit) Default Gateway — Shelf Management IP Address (Switch) — Shelf Management Subnet Mask — Shelf Management Gateway

4 Save the file.

Procedure 3: First-time Power-up and Connection to MCU

To power-up for the first time using the USB key:

1 Insert the USB key containing the modified IP addresses in USB port

on the RMX’s back panel.

2-8

2 Power the RMX On.

The parameters in the lan.cfg file are uploaded from the USB key to the RMX’s memory and applied during the power-up sequence.

Power-up is complete when the red HD Active LED starts blinking.

3 Remove the USB key.

Polycom RMX 2000 Getting Started Guide

4 Start the RMX Web Client application on the workstation, by entering

http://<Control Unit IP Address> as defined in the USB key in

the browser’s address line and pressing Enter.

5 In the RMX Welcome Screen, enter the default

Username(POLYCOM)and Password(POLYCOM)and click Login.

The RMX Web Client opens and the Product Activation dialog box appears with the serial number filled in:

6 Enter the Product Activation Key retrieved earlier (or paste it) and click

OK.

The Fast Configuration Wizard appears.

Procedure 4: Modifying the Default IP Service Settings

The Fast Configuration Wizard enables you to configure the Default IP Service. It starts automatically whenever one or both of the following

conditions occurs:

• The RMX cannot access the Default IP Service. This happens during

First Time Power-up, before the service has been defined.

•The Default IP Service has been deleted, followed by an RMX reset.

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Chapter 2-First Time Installation and Configuration

Fast Configuration Wizard

1 Enter the required IP information in the dialog box.

Table 2-2 Fast Configuration Wizard – IP

Field Description

2-10

Network Service Name

Signaling Host IP Address

MPM 1 IP Address

MPM 2 IP Address

Subnet Mask Enter the subnet mask of the MCU.

The name of the Default IP Service, assigned by the Fast Configuration Wizard.

Note: This field is displayed in all dialog boxes. Enter the IP address of the Signaling Host. This is

the address used by endpoints for dialing in to the MCU.

Enter the IP addresses of the media boards. Endpoints connect to conferences via these addresses.

Default value: 255.255.255.0.

2 Click the Next button.

Polycom RMX 2000 Getting Started Guide

3 Enter the required Routes information in the dialog box.

Table 2-3 Fast Configuration Wizard – Routes

Field Description

Default IP Router Address

Enter the IP address of the default router.

4 Click the Next button.

5 Select the Network Type: H.323, SIP or H.323 & SIP.

6 Click the Next button.

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Chapter 2-First Time Installation and Configuration

7 If you selected SIP, skip the following steps and go to Step 11.

8 Enter the required Gatekeeper information in the dialog box.

Table 2-4 Fast Configuration Wizard – Gatekeeper

Field Description

2-12

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

MCU Prefix in Gatekeeper

Enter either the gatekeeper’s host name (if a DNS Server is used) or IP address.

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.

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