Polycom RMX 500 User Manual

User’s Guide For Polycom® RMX™ 500 and
®
RMX™1000 Systems
(Conference on Ports)
2.5.0 | Mar. 2012 | 3725-82933-001/A
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 property of their respective owners. No portion hereof may be reproduced or transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express written permission of Polycom.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
© 2012 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.
ii
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
Table of Contents
System Overview 1-1
RMX System 1-1
RMX Main Features 1-3
Video Display 1-3
LPR 1-4
IVR-Enabled Conferencing 1-4
Recording Link 1-4
Conferencing Capabilities and Options 1-4
User Interfaces 1-5
(Conference on Ports)
First Time Installation and Configuration 2-1
Hardware Installation and Setup 2-1
Configuration Preparations 2-2
Obtaining Network Information 2-2
Get the product activation key. 2-3
First Time Configuration 2-3
Connect your computer to RMX
Login to the Web configuration interface
Modify the default IP address. 2-4
Configuring Other Network Options (Optional) 2-5
Synchronizing System Time 2-8
2-3
2-3
Basic Operation 3-1
RMX Screen Components 3-1
User Rights 3-2
Pane Layout 3-3
Common Operations 3-4
Starting a Conference 3-6
Starting a Conference from the Conferences Pane 3-6
Use the Remote Control to Create a Conference – Conference on Demand 3-6
Connecting to a Conference – Dialing Methods 3-10
H.323 Endpoint 3-11
SIP Endpoint 3-11
i
Table of Contents
Conference Profiles 4-1
Defining a Conference Profile 4-3
General Settings 4-4
Advanced 4-5
Video Quality 4-7
Video Setting 4-13
Audio Setting 4-14
Conference Skin Skins 4-15
Conference Recording 4-15
Overlay 4-16
Site Name 4-17
Modifying a Profile 4-17
Deleting a Profile 4-17
Setting a Default Profile 4-18
Recording Link 5-1
Configurations for Default Recording Parameters 5-1
General Settings 5-2
DTMF Code Setting 5-3
Recording Control 5-3
Recording Properties 5-4
Meeting Rooms 6-1
Creating a Meeting Room 6-1
General Settings 6-2
Participant setup 6-3
Recording 6-4
Multicast Configurations 6-5
Other Information 6-7
Modifying a Meeting Room 6-7
Deleting a Meeting Room 6-7
Reservations 7-1
Reservation Views 7-1
Calendar View 7-1
List View 7-2
Adding a Reservation 7-2
Reserve a Permanent Conference 7-4
Reserving One-time Conference 7-4
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User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
(Conference on Ports)
Reserving a Daily Conference 7-4
Reserving a Weekly Conference 7-4
Reserving a Monthly Conference 7-5
Modifying a Reservation 7-5
Deleting a Reservation 7-6
Address Book 8-1
Adding a Participant to the Local Directory 8-2
Creating a Participant in the Address Book 8-2
Adding a Participant from an Ongoing Conference 8-6
Defining a Participant Group 8-6
Modifying a Participant/Group 8-7
Deleting a Participant/Group 8-7
Importing and Exporting the Local Directory 8-7
Exporting the Local Directory 8-7
Importing the Local Directory 8-7
Internal GK server 8-8
Internal GAB server 8-8
Directory Service 8-8
Enabling Builtin GAB Server 8-8
Configuring Directory Service 8-9
Viewing the Global Directory 8-11
Searching Directory Entries 8-12
Conference/Participant Monitoring 9-1
Conference Monitoring 9-1
Viewing Conferences List Pane 9-1
Viewing Conference Parameters 9-2
Conference Control 9-2
Participant Monitoring 9-8
Viewing Participant List 9-8
Viewing Participant Properties 9-10
Participant Control Buttons and Menus 9-10
Participant Control Operations 9-12
Users and Connections 10-1
User List 10-2
Defining New User 10-2
Deleting User 10-3
iii
Table of Contents
Modifying User Password 10-3
Viewing User Connection 10-4
IP Network Services 11-1
LAN Setting 11-2
Routers 11-3
Gatekeeper 11-4
SIP Server 11-5
QoS 11-7
Ports 11-8
Email 11-9
Internal Network Configurations 11-10
IVR Service 12-1
Default IVR Information 12-2
Customizing IVR Information 12-3
Replace the IVR information 12-3
Recording an Audio Message 12-3
CDR 13-1
CDR Files 13-1
Viewing CDR Records 13-2
Saving CDR Records 13-3
System Maintenance 14-1
System Alerts 14-1
H.323 Link 14-2
System Time 14-2
Customization 14-3
Modifying Language 14-4
Setting System Name 14-4
Setting Skins 14-4
Video Standard 14-5
Maximum Bandwidth (RMX 1000 Rev A only) 14-6
iv
Security Setting 14-6
SNMP Setting 14-8
Setting the Agent 14-8
Setting Traps 14-9
Product Activation 14-11
Logger Diagnostics Files 14-11
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
Software Management 14-12
(Conference on Ports)
Backup Configuration / Reservation 14-12
Restoring Configuration / Reservation 14-13
Resources Usage 14-14
Device Upgrade 14-16
Upgrading from Version 2.x to Version 2.5 14-16
Signaling and Hardware Monitoring 15-1
Signaling Monitoring 15-1
Hardware Monitor 15-2
Stacking 15-3
Hot Standby 15-5
Hardware Monitoring 15-7
Personal Conference Manager (PCM) 16-1
Introduction to PCM Interfaces 16-2
Viewing the PCM Interface 16-2
Definitions of DTMF & FECC Keys 16-3
PCM Operations 16-4
Choose a Personalized Layout 16-4
Changing the Multi-screen Mode 16-5
Connect Participant 16-6
Participant mute/status 16-6
Camera Control 16-7
Recording a Conference 16-8
Disconnect Participant 16-8
Terminate Conference 16-8
Appendix A: Connection Failure Diagnosis 17-1 Appendix B: Telnet/Terminal Commands 18-1
HyperTerminal Parameters 18-1
Login 18-1
Command Introduction 18-2
Appendix C: Glossary 19-2 Third-par t y Software Licenses 20-1 Quick Installation Setup Wizard (RMX500 Rev A only) 21-1
Use Simple Conference Management System 21-2
Simple conference management system user 21-2
Use Simple Conference Management System 21-3
v
Table of Contents
Setting up Conferences 21-4
Viewing Conferences 21-5
Conference Control 21-5
Set the multi-screen layout 21-6
Automatic Multi-screen Layout 21-7
Dial-in Number 21-8
vi

System Overview

This manual provides detailed information on how to configure, use, and manage the RMX series system. It covers the following RMX series models: RMX 500 Rev A, RMX 500 Rev B, RMX 1000 Rev A, and RMX 1000 Rev C. If not specified otherwise, all of the contents in this manual apply to the above-mentioned models.
This chapter will serve as a brief introduction to the RMX series system and its major functions and features. The following chapters provide detailed description about the installation of the RMX system, as well as how to hold, manage, monitor conferences, and maintain the device.
1

RMX System

The RMX series real-time media conferencing platform (RMX and SIP) is a high-value multipoint platform for small IP networks, or remote locations on large IP networks.
The Polycom RMX system provides the following features:
Provides All-in-one (video, audio, and content) box which is easy to
Supports video conferences accessible by IP phones, SIP phones, mobile
Provides high quality audio, video, and content sharing
Provides the Polycom Lost Packet Recovery (LPR) function to ensure an
Supports Siren 22 Stereo
Supports H.264 content
Supports Simple Network Management Protocol (SNMP)
Supports Security Socket Layer (SSL) certificate encryption
Supports real-time conference multicasting
install, configure, and manage
phones, and analog phones
optimal experience even on sub-optimal networks
Supports full integration with Polycom RSS recording servers
Supports reservation (optional)
Supports Personal Conference Manager (PCM)
Supports internal GK server
Supports internal Global Address Book (GAB) server
Supports Simple Conference Management System
1-1
Chapter 1 - System Overview
Performance
RMX 500-Rev A
RMX 500-Rev B
RMX 1000-Rev A
RMX 1000- Rev C
RMX
You need to buy additional licenses to activate internal GK, internal GAB, and
quick installation setup wizard services.
The Polycom RMX meets International Telecommunication Union-Telecommunication Standardization Sector (ITU-T) standards for multipoint multimedia bridging devices, and meets ETSI standards for telecommunication products.
Maximum number of participants
Highest Resolution
Maximum number of multi-screen conferences
Maximum Bandwidth
Multipoint Video Conferencing Using a Polycom RMX

For performance differences in various models for RMX series, please refer to the following table.

Performance Comparison among Different RMX Series Models
48 (24 Video+24 Audio)
Multi-screen Conference: 720p
Video Switching Conference: 1080p
2 4 4 8
Multi-screen Conference: 2M
Video Switching Conference: 4M
48 (24 Video+24 Audio)
1080p 1080p 1080p
4M 4M 4M
96 (48 Video+48 Audio) (64 Video+32 Audio)
96 (48 Video+48 Audio) (64 Video+32 Audio)
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User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems (Conference on Ports)

RMX Main Features

Video Display

Dynamic Continuous Presence
The dynamic Continuous Presence capability of the RMX system ensures viewing flexibility by offering multiple viewing points and window layouts for video conferencing. The multi-screen feature offers a number of multi-screen layouts to accommodate different numbers of participants and conference settings.

High Definition

High Definition (HD) refers to high-quality picture resolution. An HD-compliant endpoint can connect to a conference at a resolution of 1280x720 (720p) and a bit rate of 832kbp~ 4Mb.

Multiple Switching Modes

If the number of participants in a conference is higher than the number of onscreen spaces in the selected layout, the RMX system supports switching between video participants in one of these modes:
Voice activation
Administrator-specified (one or more participants configured for display
in a selected video window)
Lecture Mode – The lecturer is viewed in full screen by all the conference
participants, while the audience is rotated through the lecturer's view in a "time-switched" mode.

H.239

An H. 239 compliant endpoint can simultaneously send and receive the video streams of the primary channel and the secondary channel so that the participant can simultaneously receive two channels of conference video streams, including the dynamic conference video and a computer screen or dynamic video streams. This can be used for training, remote direction, and displaying necessary information for reporting.

Media Encryption

The system has an optional AES 128-bit media encryption mode, so the conferencing connection is more secure.

1-3
Chapter 1 –
System Overview
LPR
Lost Packet Recovery (LPR) is a Polycom algorithm designed to protect IP video calls from the impact of network packet loss. LPR offers five key benefits:
Allows users to conduct high quality video calls over packet loss-prone
IP networks (DSL, cable, satellite, high contention LANs / WANs.) without suffering the effects of packet loss.
Protects video calls from short-term network issues by temporarily
adjusting the bit rate of the call in progress.
Reduces the jitter buffer and associated delay.
Allows an organization to use all available bandwidth for its video calls.
Protects all elements of the videoconference call; voice, video, and
content.

IVR-Enabled Conferencing

The Interactive Voice Response (IVR) function lets participants perform various operations during ongoing conferences according to voice prompts. The participants use their endpoints’ keypads and remote control to interact with the conference’s menu-driven scripts using Far-End Camera Control (FECC) and DTMF codes.

Recording Link

The RMX system supports recording links similar to other Polycom MCUs. This recording link can work with the Polycom RSS to record the content of an RMX conference.

Conferencing Capabilities and Options

Multiple Ways to Hold a Conference

The following options are available when setting up conferences:
Instant Conference – Hold an instant one-time-only conference. The
conference is deleted from the MCU immediately after its completion.
Meeting Room – Meeting rooms are stored in the MCU memory, without
occupying any MCU resources until used. They can be activated anytime.
Reserve a Conference - The reserved conference is stored at the RMX and
only reserves system resources for the call’s specified time. The system automatically initiates and terminates the conference according to the reservation start and end times.

Connection Methods

1-4
Dial-out: automatically connect pre-defined participants (automatic line
rate detection)
Dial-in: Inbound calling by pre-defined participants
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems (Conference on Ports)

― Inbound calling by undefined participants

Directory Service

The RMX fully supports the Global Address Book (GAB) and Lightweight Directory Access Protocol (LDAP) directory service provided by the registered Polycom CMA™ v4.0 system, and enables the user to share the GAB resources and view the status online.

Conference Management and Monitoring Features

The Polycom RMX Web Client provides capabilities for management and monitoring of participants and conferences as follows:
Lecture Mode in Continuous Presence conferences
Monitoring the video of each endpoint's conference site during the
conference

User Interfaces

Web Interface

Far End Camera Control (FECC/LSD) in video conferences
Automatic termination of empty (no participant) conferences
Control of listening and broadcasting audio volume for individual
participants
Conference control via DTMF codes from participant’s endpoint or
telephone
Media Encryption
SSL Certificate Encryption (Https)
Real-time display of all conferences and participants
Real-time monitoring of each participant’s connection status and
properties
Easily accessible Call Detail Records (CDR) for administrator
Active display of all system resources
The system provides a user-friendly Web-based operations interface. To conveniently and easily manage and monitor conferences, or maintain the device, the user only needs to access the Web client program of the RMX system by using the Web browser at the computer. The Web interface is designed for both administrator and operator level users.

Personal Conference Manager (PCM)

The Personal Conference Manager (PCM) is a menu-based onscreen interface viewed on a participant’s endpoint. The conference chairperson can perform
1-5
Chapter 1 –
System Overview
common conference operations using the endpoint’s remote control and onscreen operation menus. The interface is designed for end users.
1-6
2

First Time Installation and Configuration

Follow the procedure below to implement First Time Installation and Configuration of the RMX system:
1 Hardware Installation and Setup 2 Configuration Preparations
― Get the information needed for network configuration. ― Get the product activation key.
3 First Time Configuration
― Connect your computer to RMX ― Log in to the Web interface. ― Modify the default IP address. ― Configure other network options. ― Synchronizing System Time

Hardware Installation and Setup

Install the hardware and connect lines as described below:

1 Put the RMX product on a stable surface at the installation site. 2 Carefully take the RMX device out of the package. You can install the
device in the rack or position it on an even surface.

Mount the RMX in the rack:

Install rack brackets, supplied by the rack manufacturer, in the rack. Mount the RMX on top of the rack brackets.
Fasten the RMX to the rack with screws.
2-1
Chapter 2 –
Before powering off, first switch off the device. Do not dir ectly c ut off the power supply
First Time Installation and Configuration
Place RMX on the rack.

Put the RMX on a safe, even, and clean surface.

3 Connect cables on the back panel of the RMX:
Power Cable: Firmly insert the plug into the power socket to prevent
poor contact.

LAN Cable: Connect to the LAN1 port of the RMX 1000.

or unplug the power cable.

Configuration Preparations

Obtaining Network Information

Before the first time configuration, obtain the information below from the network administrator in order to configure the RMX on your local network:
The IP network type (H.323, SIP or H.323&SIP) and related configuration
information.
The IP address, subnet mask, and default gateway IP address of the RMX
LAN port.
(Optional) DNS server address.
(Optional) Gatekeeper address, and the H.323 prefix and E.164 number to
be assigned to the RMX.
(Optional) SIP server address
2-2
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
When accessing the RMX Web user interface, use Internet Explor er 8.0, 7. 0 for the best display quality.

Get the product activation key.

Before using the RMX system, you need to activate the device. Follow the procedure below to obtain the system activation key. When you power on and log in to the RMX for the first time, the system displays the Product Activation dialog box, requesting you to enter a Product Activation Key.

1 Go to http://support.polycom.com. 2 Use your email address and password to log into or register for a new

account.
3 Go to Licensing & Product Registration > Activation/Upgrade. 4 Follow the instructions to generate the activation key.

The License Number and Serial Number for the device are included with the RMX documentation.

5 Record the activation key displayed on the page.

First Time Configuration

(Conference on Ports)

Connect your computer to RMX

1 Connect your computer to the LAN1 port (the LAN1 port is enabled by
default) of the RMX with a cross-over network cable, or connect your computer and RMX to the same switch in the LAN.
2 Turn on the power switch at the RMX. 3 Configure the IP address for your computer, which is in the same network
segment as the IP address of the RMX.
The default IP address of the RMX before delivery is:
IP address of the LAN1 port - 192.168.1.254 Subnet Mask - 255.255.255.0 Default gateway IP address - 192.168.1.1
You can also view the current address information for the system using the RMX Discover tool provided with the device.
a Run the .exe file in the CD provided with the system. b Click the Discover button to display the current address information
of the system.

Login to the Web configuration interface

1 In the Web browser, enter http://<RMX IP address> in the address bar,
and then press Enter.
2 On the Login interface, enter the default User Name (POLYCOM) and
Password (POLYCOM). Click Login.
2-3
Chapter 2 –
Parameter
Description
First Time Installation and Configuration
3 The Product Activation dialog box is displayed. Fill the activation key
obtained previously from Get the product activation key. Enter the product activation Key. Click Save. Click Close.
4 The system displays a message asking whether to restart the system or not.
At the prompt, select Restart Now.
5 After the system restarts, go to Administration->License Information
interface in the Web configuration interface to view the activated functions. For the activated functions, is displayed, or else is
displayed.

Modify the default IP address.

After accessing the RMX Web configuration interface, you can modify the default IP address for the system based on the settings of your local network.

1 Click the "IP Network Services" configuration item in the "RMX
Management" pane.
2 In the "IP Network Services" configuration pane, double-click or
right-click "LAN 1->Properties".
3 In the LAN1 Properties interface, set the IP address obtained from the
network administrator, and configure the system on your local network.
IP Network Services – LAN Port Setting
LAN Port Setting Parameters
Use LAN1 Enables/disables the network port.
If the user network is configured with a DHCP (Dynamic Host Configuration Protocol) server, select this option to automatically obtain the IP address.
DHCP
Deselect this option to use a static IP address, in which case you must configure the following options.
- IP Addr ess
- Subnet Mask
- Gateway
2-4
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
Set the gateway address of this port. If Set as Default is Used in combination with the DHCP option. When the
If you did not selec t the o pti on for autom atic DNS address
Set the speed/duplex modes for LAN ports. The system
Parameter Description
IP Address Set the IP address for this network port. Subnet Mask Set the Subnet Mask for this network port.
selected and no matched static routes are found, the
Gateway
NAT
system packets will be transmitted via this gateway by default. In this case, a default route is displayed in the list of Advanced Setting -> Routers page. For details, see Routers.
The Network Address Translation (NAT) function of the system enables you to translate the private network IP address of packet into a pu bli c net w or k IP address before transmission. To enable NAT, select this check box and then set the public network IP address to be displayed to the outside in the NAT IP field.
(Conference on Ports)
Obtain DNS Server Address Automatically
Preferred/Alternate DNS Server
LAN Speed
DHCP check box is selected, this option allows you to obtain the DNS server address automatically from a DHCP server in the network.
discovery, you must enter the preferred/alternate DNS server addresses here for the system to resolve domain names.
supports the 10/100M Full Duplex or Half Duplex mode and the 1000M Network mode. You can also select Auto to use auto-negotiation.
Note:
Contact the network administrator before setting "LAN Speed" to ensure that the link rate of switch is matched with the MCU port.

Configuring Other Network Options (Optional)

You can configure other network parameters according to the following procedure:

1 Click the "IP Network Services" configuration item in the "RMX
Management" pane.
2 In the "IP Network Services" configuration pane, double-click or
right-click "LAN 1->Properties".
3 Click the "Routers" tab, and set the routing table information according to
the network topology.
2-5
Chapter 2 –
Parameter
Description
Remote IP Address
Set the target network address for packet transmission.
Subnet Mask
Set the subnet mask for the target network.
First Time Installation and Configuration
IP Network Services – Routers Settings
Router IP Address
Routers Setting
Set the IP address for router that is originating the packet transmission.
4 If your IP network type is SIP only, go to Step 7. 5 To register the system to the gatekeeper, click the "Gatekeeper" tab, and
configure related parameters in accordance with the table below:
IP Network Services – Gatekeeper Setting
2-6
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
call. You need to set it based on the call type used for the
Port Number for the
Set the H.323 alias for the system.
Gatekeeper Setting
Parameter Description
Set the IP network type for the RMX system to make a participant's endpoint. It can be set to:
H.323:
IP Network Type
Settings of the gatekeeper-related parameters ar e available only when the H.323-supporting netw ork ty pe is selected.
Only the H.323 call is supported.
SIP:
Only the SIP call is supported.
H.323 & SIP:
at the same time.
(Conference on Ports)
The H.323 call and SIP call are supported
Registered Gatekeeper
Primary (or Alternate) Gatekeeper
IP Address for the Gatekeeper
Gatekeeper System prefix/E164. Set the E.164 number for the system. H.323Alias
Set whether or not to register with the gatekeeper. You must check this option to set the parameters that follow.
Indicate whether or not the system is registered with the primary or alternate gatekeeper.
Set the IP address for t he primary or alter nate gatekeeper.
The port number for the primary or alternate gatekeeper.
6 If your IP network type is H.323 only, go to Step 8. 7 To configure the SIP server, click the "SIP Server" tab, and configure
related parameters in accordance with the table below:
IP Network Services – SIP Server Setting
2-7
Chapter 2 –
Parameter
Description
call. You need to set it based on the call type used for the
Specifies whether to register RMX to the specified SIP Provides the IP address of the SIP server for registration
Password
Displays the Password matched to the user name.
For communication with the SIP server when the RMX
IP Network Type
Transmission Type
First Time Installation and Configuration
Configuration of SIP Server Parameters
Set the IP network type for the RMX system to make a participant's endpoint. It can be set to:
H.323:
Settings of the SIP server-related parameters are available only when the STP-supporting network type is selected.
Set the transport layer protocol used for communicating with the SIP server. It needs to be consistent with the protocol supported by the SIP server.
Only the H.323 call is supported.
SIP:
Only the SIP call is supported.
H.323 & SIP:
supported at the same time.
The H.323 call and SIP call are
Registration with the server
Preferred/Alternate Server
Server IP Address
Server Port
Server Domain Name
User Name
Outbound Proxy Server
server. You need to set the SIP server-related para meters after this function is enabled.
Displays the registration status of the SIP server. When registration of the preferred server fails, the
alternate server will function as the current in-use SIP server.
service. Provides the connection port o f S IP server for registration
service. Provides the domain name of the SIP server for
registration service. Displays the User na me provid ed by the SIP server for the
registered user.
system is configured on th e internal net work, an outbound proxy server is required to implement traversal of the firewall/NAT. In this case, you need to set the IP address and port number for the outbound proxy server.

8 Click the "OK" button to complete the configuration.

For more network service configuration information, see IP Network Services.

Synchronizing System Time

Before holding a conference using the RMX system, you need to first synchronize the system time to ensure that the conference scheduling time is consistent with your local time.
1 In the Web configuration interface, click "Settings -> RMX Time" to go to
the system time configuration interface.
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User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
RMX Time Configuration Interface
(Conference on Ports)
2 Select a time synchronization mode:
Select the "Manually Synchronize Device Time with a Time Server"
option to synchronize the system time with a network time server. In this case, enter the IP address or domain name for the time server in the "Time Server" field.
Select the "Manually Synchronize Device Time with a PC" option to
synchronize the system time with your computer that is connected to the system.
3 Click the Synchronize button to proceed with the synchronization. Then,
click "Close".
2-9

Basic Operation

Conference
RMX
List Pane
Address Book
Status Bar
This chapter introduces the Web UI components of the RMX and common operations, and how to start a simple conference. The goal of this chapter is to provide a quick guide on how to start a conference with minimal effort.

RMX Screen Components

The Web configuration homepage of the RMX consists of five panes:
Conference List
RMX Management
3
List Pane
Address Book
Status Bar
Layout of the Web Interface
3-1
Chapter 3 –
View
Chairperson
Operator
Administrator
System Operations
Chairperson
Operator
Administrator
The administrator has all operation rights to the Web interface. Unless otherwise
Basic Operation

User Rights

You can log into the Web interface as a conference chairperson, an operator, or an administrator.
RMX can support up to 20 users logged into the Web UI at the same time.
The table below shows the operation abilities of users at different levels when accessing the Web interface of the RMX.
List of User Rights
Conference List List Pane Address Book Status Bar RMX Management
Pane Conference Alert Conference Status Configuration Interface
Start Conference Monitor Conference Monitor Participant Solve Basic Problems
√ √ √ √
√ √ √ √
√ √ √ √
Modify System Configurations
specified, this guide describes the interface operat ions of an administrator.
3-2

Pane Layout

Conference List

The Conferences list pane shows all the conferences running on the current system and their relevant information, including status, ID, start time and end time. Here you can create, delete, lock, and unlock conferences, and view the detailed parameters of conferences. The title bar of the pane indicates the numbers of the ongoing conferences.

If you log in as the chairperson, the pane shows the conferences with no conference chairperson password. To view the conferences for which a chairperson password is set, enter the password in the Chairperson Password box.

RMX Management

The RMX Management pane lists the menu options for conference configuration, in addition to system maintenance and management. Only users at administrator or operator levels can configure the menu options. After an item is selected in the RMX Management pane, the corresponding configuration items will be displayed in the List pane.
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
(Conference on Ports)

List Pane

Status Bar

The List Pane displays a list of the participants of the ongoing conference by default. When you click a menu item in the RMX Management pane, the List Pane displays the related parameter list. You can view all the property parameters and make specific configurations. The panel title varies with the selected option.
Located at the bottom of the Web interface, the status bar shows the system alert information, H.323 link status, resources usage, MCU status and history.
System Alerts
If there are problems with the system, this indication bar turns red until all the problems are solved.
Click System Alerts on the left part of the Status Bar to display the system alert pane. For more information about System Alerts, see System Alerts.
H.323 Link Status
This indication bar shows in real time the endpoints connected with the system and relevant information. When an endpoint is connected to the system, "H.323/SIP H.323 Link" on the status bar is highlighted in red. Click this control to open the H.323 link status pane. For more information about H.323 links, see H.323 Link.
Resources Usage
This indication bar shows the number of resources utilized in the system and the number of resources available in the system.
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For example, " " indicates that 16 resources are available and none of them are in use. For more information, refer to Resources Usage.
MCU State
The following explains the information displayed in the MCU State area:
The MCU is functioning normally.State: MINOR – The system has a MINOR problem but keeps
The MCU has a MAJOR problem. MCU behavior could be affected
History
When a multi-screen conference is held and you invite a participant to join a video stream which is not suitable for him/her, the participant's endpoint will be assigned to other appropriate video streams and
relevant information will be recorded in History. Click to view the history.
working.
and attention is required.

Address Book

The Address Book shows the participant information set on RMX and the device information stored on the directory server when RMX registered the directory server. It enables users to easily add participants set in the address book to the conference. Here a user can create and delete participants or groups, import and export the address book, etc. For more information about the address book, see Address Book.

Common Operations

List Sorting

All the list items (such as the conference list, participant list and address book list) on the Web interface can be sorted by parameter properties.

Click the related column header in the list. When a small triangle appears, you can sort the list in the ascending order. After a list is sorted by a column header in ascending or descending order, you can click the column header again to sort it in opposite order.
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User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
List Sorting

Right-click Shortcut Menu

(Conference on Ports)
The Web interface provides right-click shortcut menus for common operations such as viewing detailed parameters, creating/deleting items. Alternatively, you can perform these operations by double-clicking the corresponding list items or by using the corresponding buttons on the toolbar of the pane.

Pane Sizing

Move the mouse pointer to the border of the pane; when the pointer turns into an arrow, drag to size the pane while holding down the left mouse button.

Confirm/Cancel

To confirm your settings on the parameter configuration interface, click the OK button in the lower part of the interface. To abort your settings, click the Cancel button.

Shortcut Windows Operations

To enable the user to easily operate RMX, the system supports some Windows shortcut keys.

After you select a target from the conference list, participant list, address
book list or another list, you can delete the target by pressing the “Delete” key.
You can perform standard batch-processing operations by pressing "Ctrl
+ targets" or "Shift + targets".
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Starting a Conference

There are several ways to start a conference with the RMX:
Create an instant conference through the conference list pane of the Web
interface.
Directly start a conference through the remote control from the video
endpoint.
Dial into a meeting room. A meeting room is a conference that is saved in
the MCU, without occupying any resources. It remains in passive mode until it is activated by the first participant. For more information about Meeting Rooms, see Meeting Rooms.
Reserve a conference: The reserved conference is stored at the MCU and
reserves system resources for the call’s specified time. The system automatically convenes the conference according to the reservation time. For more information about conference reservation, see Reservations.
This section describes how to create a conference instantly through the Conferences pane and remote control. These two conference modes can be established only when the required system resources are available. They will be deleted right after their completion to maximize system resources. A user can view the current available resources in the system through the “Resource Report” page of Web interface so as to better schedule conferences. For details, see Resources.

Starting a Conference from the Conferences Pane

To start a conference from the Conferences pane:

1 Click the button in the Conferences pane to display the "New
Conference - General" interface.
The New Conference page displays the default conference name, duration, profile of conference parameters, and the conference ID automatically allocated by the system. These options are configurable, but none of these settings need to be modified to start a conference.

The conference chairperson or organizer should inform other participants of the conference ID used for the conference, so that they can dial in.

If required, you can also set the basic conference parameters for a conference based on real situations. For example, you can set participants to be invited to a conference, and you can also set recording servers or configure multicasting conference videos for computers within a LAN. For detailed configurations, see descriptions in Creating a Meeting Room.
2 After completing the setup, click OK. After that, the conference list shows
that the new conference is running. If no participant is specified for the conference, the status is displayed as , until a participant dials in
to the conference.

Use the Remote Control to Create a Conference – Conference on Demand

Through the remote control a user can enter the call character string that contains the conference ID, and directly start a new conference. The dialing
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H.323 Endpoint

Scenario
Dial-in String
Create this conference
9251001
Create this conference and invite: Create this confer ence, set the
User Guide for Polycom® RMX™ 500 and Polycom® RMX™1000 Systems
(Conference on Ports)
rule varies, depending on the user's endpoint type, whether the conference password and chairman password need to be created, and whether other participants will be invited.
For an H.323 endpoint, if the endpoint has been registered to the same gatekeeper as RMX, the dial-in number consists of the E.164 prefix of RMX and conference information, such as the conference ID, conference password, chairperson password and participant address, in the form below:
<RMX E.164 prefix>[Conference ID][##Conference password][##Chairperson password][*participant's E.164 prefix]
Here, the character within the <> symbols are mandatory, and those within the [ ] symbols are optional.
For example:

RMX E.164 prefix: 925

ID of the conference to be created: 1001
The table below shows the strings dialed by the endpoint under different scenarios:
H.323 Endpoint's Dial-in Numbers – Registered to a Gatekeeper
Create this conference and set: Conference password: 1111 Chairperson password: 2222
Participant 1 - E.164/TEL URI123 Participant 2 - E.164/TEL URI321
above passwords, and invite participants
9251001##1111##2222
9251001*123*321
9251001##1111##2222*123*321
If the gatekeeper is not configured on the network, the format of the dial-in string is as follows:
<RMX IP address>[##<Conference ID>][##Conference password][##Chairperson password][*participant's IP address]
Here, the character within the <> symbols are mandatory, and those within the [ ] symbols are optional.
For example:

RMX IP address: 172.22.30.40

ID of the conference to be created: 1001
The table below shows the strings dialed by the endpoint under different scenarios:
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