PolyCom ViewStation EX User Guide

ViewStation® EX User Guide
VS4000 User’s Guide
March 2003 Edition
MarchMarch
3725-21086-001A
3725-21086-001A
Trademark Information
e
Polycom®, the Polycom logo design, and ViewStation® are registered trademarks of Polycom Inc. ARENA™, Global Management System™, PathNavigator™, Polycom OneDial™, and Visual Concert™ are trademarks of Polycom, Inc. in the United States and various other countries.
Internet Explorer™, NetMeeting®, Windows®, and Windows NT® are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
Intel®, Pentium®, and Celeron® are registered trademarks and TeamStation™ is a trademark of Intel Corporation.
Adobe® Acrobat® is a registered trademark of Adobe Systems Incorporated.
ADTRAN® is a registered trademark of ADTRAN, Inc.
QuickTime™ is a trademark of Apple Computer, Inc.
Netscape® Navigator® is a registered trademark of Netscape Communications Corporation.
IP/TV® is a registered trademark of Cisco Systems, Inc.
All other trademarks are the property of their respective owners. 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.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and patents pending held by Polycom, Inc.
© 2003 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 responsibl for printing or clerical errors. Information in this document is subject to change without notice.
Chapter 1 - Welcome to the ViewStation EX
Feature Highlights .....................................................................................................18
What is in the Box? ....................................................................................................20
ViewStation EX ....................................................................................................20
Network Interface Module.................................................................................20
Additional Information.......................................................................................21
Remote Control.............................................................................................21
Microphone Pod ...........................................................................................21
Power Supply................................................................................................22
Help and Technical Support .....................................................................................23
Using Help............................................................................................................23
Help Topics...........................................................................................................24
Troubleshooting...................................................................................................24
General...........................................................................................................24
Audio..............................................................................................................26
Video ..............................................................................................................27
How to Contact Technical Support...................................................................27
By Phone ........................................................................................................27
By Internet .....................................................................................................28
Contents
Chapter 2 - Installing the ViewStation EX
What you Need to Install the ViewStation EX System..........................................30
Television Monitors.............................................................................................30
Network Interfaces ..............................................................................................30
Ethernet..........................................................................................................30
ISDN ...............................................................................................................30
Power Source........................................................................................................31
Integrated Cameras .............................................................................................32
Sony EVI-10 Camera ....................................................................................32
NT-1 Device..........................................................................................................32
Required Information..........................................................................................33
Equipment Installation...............................................................................................33
Setting up the ViewStation EX...........................................................................34
ISDN Network Interface Modules ....................................................................35
Setting up the V.35/RS-449/RS-530 Network Interface.........................35
Setting up the Quad BRI Network Interface.............................................38
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Optional Equipment ...........................................................................................41
Second Monitor ............................................................................................41
VCR ................................................................................................................41
Document Camera ....................................................................................... 41
Visual Concert DC .......................................................................................42
Visual Concert FX......................................................................................... 42
ShowStation IP.............................................................................................. 43
Upgrading Software ..................................................................................................45
Upgrading Software over IP..............................................................................45
Upgrading Software over ISDN (H.320)..........................................................47
Updating System Software From a PC on a LAN...................................48
Updating System Software Directly From a PC ...................................... 49
Updating a System Already Loaded With the Current System Software52
Updating System Software Remotely ....................................................... 54
Upgrading the System for Multipoint Calls...........................................................55
Chapter 3 - Initial System Setup
First System Screens .................................................................................................. 59
Selecting the Language....................................................................................... 59
Selecting Menu Items with the Remote Control.............................................60
Setting up System Name and Country............................................................. 61
System Name ................................................................................................61
Country.......................................................................................................... 62
Setting your Call Preference ..............................................................................62
Initial Setup for IP (H.323) Calls .............................................................................. 64
Setup for IP (H.323) Calls................................................................................... 64
Setting up a Gatekeeper .....................................................................................66
Initial Setup for ISDN (H.320) Calls ........................................................................ 67
Setup for the V.35/RS-449/RS-530 Network Interface..................................67
Setting Video Network Options................................................................. 68
Selecting Dialing Speeds .............................................................................69
Setting Broadcast Mode Options ............................................................... 69
Setting Advanced Dialing Preferences......................................................70
Entering V.35/RS-449/RS-530 Video Numbers ...................................... 72
Setup for the Quad BRI Network Interface ..................................................... 73
Entering ISDN Video Numbers .................................................................73
Entering Service Profile Ids Manually ...................................................... 74
Selecting the ISDN Switch Protocol...........................................................75
Final Out-of-Box System Setup Screens .................................................................76
Configuring for Outside Line Calls ..................................................................76
Adding a Telephone Number............................................................................77
Setting the Administrator Password ................................................................77
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Setting up the Firewall ...............................................................................................79
Verifying Initial Setup ...............................................................................................80
Placing a Test Call................................................................................................80
Checking the Network Connectivity Indicators on the Main Screen...........80
Network Line Check Indicators .................................................................81
ISDN Line Check Indicators .......................................................................81
Gatekeeper Status Indicators ......................................................................82
Chapter 4 - Advanced Configuration for your Network Environment
Configuration of the LAN Settings .........................................................................85
Configuring LAN and Intranet Settings...........................................................85
Selecting Advanced LAN Settings ....................................................................89
Configuring Firewall and LAN Connection Settings ....................................91
Configuration for IP (H.323) Calls ...........................................................................93
Configuring H.323 Name and Extension .........................................................94
Selecting Dialing Speeds.....................................................................................95
Configuring the Gateway and Gatekeeper......................................................96
Overview .......................................................................................................96
About Polycom OneDial..............................................................................97
Setting the Gateway and Gatekeeper ........................................................98
Configuring the Gateway Number............................................................100
Selecting your Gateway Prefix and Suffix ................................................101
Configuration for ISDN (H.320) Calls .....................................................................103
Advanced V.35/RS-449/RS-530 Network Interface Configuration.............103
Configuring the V.35/RS-449/RS-530 Serial Interface Control Signals104
Setting up Satellite (H.331) Broadcast Mode............................................105
Selecting Dialing Speeds..............................................................................106
Setting the Calling Profile............................................................................108
Enabling Crypto Resync..............................................................................110
Advanced Quad BRI Network Interface Configuration ...............................111
Entering ISDN Video Numbers..................................................................112
Entering or Detecting Service Profile Ids..................................................113
Setting Audio Quality Preference ..............................................................114
Setting Channel Dialing Preferences .........................................................116
Selecting Dialing Speeds..............................................................................116
Modifying ISDN Video Network Information.........................................117
Configuration of the Global Address Book ...........................................................119
Overview...............................................................................................................119
About the Global Address Book........................................................................120
Configuring Settings for the Global Address Book Server............................120
Setting the Global Address Book Preferences .................................................121
Contents
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Selecting your Preferred Alias...........................................................................123
Selecting the Call Type Order for OneDial Address Book Entries ..............124
Entering the Private Network Number............................................................125
Establishing Dialing Rules .................................................................................125
Dialing Rules 1.............................................................................................. 125
Dialing Rules 2.............................................................................................. 128
Configuration for the Global Management System ..............................................130
Overview ..............................................................................................................130
About Global Management System.................................................................. 130
Setting Global Management Preferences.........................................................132
Accessing Global Management Server URLs..................................................133
Adding Global Management Technical Support Contact Information....... 134
Configuring Streaming Preferences ........................................................................ 136
Configuring SNMP Preferences ...............................................................................138
Configuring Quality of Service ...............................................................................140
Chapter 5 - Using the ViewStation EX
Remote Control...........................................................................................................144
Video Calls ..................................................................................................................148
Placing a Call Manually...................................................................................... 148
Using One Number......................................................................................148
Using Two Numbers....................................................................................151
Placing a Call from the Address Book..............................................................153
Placing a Speed-Dial Call ...................................................................................154
Placing a Call from the Web Interface..............................................................155
Placing a Call Using the Application Programming Interface .....................155
Answering a Video Call Manually ................................................................... 155
Answering a Video Call Automatically...........................................................156
Setting the System to Do Not Disturb..............................................................156
Ending a Video Call ............................................................................................157
Analog Telephone Calls ............................................................................................ 158
Placing a Telephone Call....................................................................................158
Adding a Telephone Call to a Video Call........................................................159
Disconnecting a Telephone Call........................................................................ 159
Adding a Video Call to a Telephone Call........................................................160
Address Book ............................................................................................................. 161
Adding an Entry to the Address Book.............................................................162
Editing an Existing Entry in the Address Book..............................................163
Deleting Entries in the Address Book ..............................................................164
Transferring the Address Book ......................................................................... 164
Using the Global Address Book........................................................................ 165
Creating Multipoint Address Book Entries..................................................... 166
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Contents
Cameras and Sound ...................................................................................................167
Controlling Cameras ...........................................................................................167
Selecting a Near-Site Camera......................................................................167
Selecting a Far-Site Camera.........................................................................168
Controlling the Near-Site Camera..............................................................168
Controlling the Far-Site Camera.................................................................169
Adjusting Camera Settings..........................................................................170
Setting Camera Presets ................................................................................170
Enabling Automatic Voice Tracking..........................................................171
Enabling Automatic Tracking to Camera Presets....................................172
Controlling Sound ...............................................................................................173
Setting the Volume.......................................................................................173
Using the Mute Button.................................................................................173
Controlling Sound Effects Volume ............................................................174
Snapshots ....................................................................................................................175
Sending Snapshots...............................................................................................175
Snapshot Timeout................................................................................................175
Picture-In-Picture (PIP) .............................................................................................177
Graphics Cursor .........................................................................................................178
General Information............................................................................................178
Using the Graphics Cursor.................................................................................179
Chapter 6 - Using Advanced System Features
Multipoint Calls (Optional).......................................................................................182
Before you Begin..................................................................................................182
Multipoint Dialing Speed Table .................................................................182
Mixed Protocol Dialing Speed Table .........................................................183
Multipoint Downspeeding..........................................................................184
Multipoint Calls and Firewall Information ..............................................185
Placing Multipoint Video Calls..........................................................................186
Using the Manual Dialer (Video Phone)...................................................186
Using an Address Book Meeting Entry.....................................................188
Using the Address Book..............................................................................190
Using the Manual Dialer and the Address Book.....................................190
Mixed Protocol Dialing.......................................................................................191
Different Ways to Place a Mixed Protocol Call........................................191
Additional Information ...............................................................................192
Multipoint Viewing Modes................................................................................193
Mode Description.........................................................................................194
Switching Modes ..........................................................................................196
Multipoint Conference Password......................................................................196
Setting Up the Meeting Password..............................................................197
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Using the Meeting Password......................................................................197
MCU Meeting Password Protection in Multipoint Dial-In Calls.......... 198
Multipoint Cascading Capabilities ...................................................................200
Chair Control ....................................................................................................... 201
General Information ....................................................................................201
Actions Available to All Sites..................................................................... 202
Actions Only Available to the Chair Controller......................................203
Dial-In Calling (Optional) ........................................................................................204
Dial-In Calling Scenarios....................................................................................204
With an Existing Point-to-Point Call.........................................................204
With no Existing Point-to-Point Call......................................................... 205
Auto Answer Multipoint Mode Configuration ..............................................206
Setting the Auto Answer Multipoint Mode.............................................206
Streaming Video ........................................................................................................ 208
Enabling Streaming.............................................................................................208
Configuring Streaming Options........................................................................ 209
Configuring Streaming for Apple QuickTime................................................210
Enabling and Starting Streaming on the ViewStation EX...................... 210
Viewing Streaming with Apple QuickTime on the PC ..........................210
Data Conferencing ..................................................................................................... 212
Enabling Data Conferencing on your System.......................................... 213
Using a ShowStation IP...............................................................................213
Using Microsoft NetMeeting......................................................................213
Chapter 7 - Using the System with a PC
Before you Begin......................................................................................................... 216
PC Requirements................................................................................................. 216
Connecting the PC and the ViewStation EX to the LAN...............................216
Connecting the PC Directly to a ViewStation EX not on the LAN .............. 219
Configuring your Web Browser........................................................................ 221
Internet Explorer Configuration ................................................................221
Netscape Configuration ..............................................................................222
Accessing the Web Interface .................................................................................... 224
Basic Features of the Web Interface ........................................................................225
Placing a Call........................................................................................................225
Placing a Call from the Address Book ...................................................... 227
Placing a Call from the Global Address Book.......................................... 227
Placing a Call Using the Manual Dialer....................................................227
Loading and Selecting a Slide Presentation.....................................................228
Loading a Slide Presentation on the PC....................................................229
Selecting a Slide Presentation on the ViewStation EX............................ 232
Slide Display Information...........................................................................234
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Viewing a Slide Presentation .............................................................................234
Viewing a Meeting...............................................................................................236
Advanced Features of the Web Interface ...............................................................237
Closed Caption.....................................................................................................237
Accessing and Using Closed Caption........................................................237
Additional Information About Closed Caption.......................................238
PolycomSnap........................................................................................................239
Address Book Utility...........................................................................................240
NetMeeting ...........................................................................................................241
Enabling NetMeeting on the ViewStation EX ..........................................242
Accessing NetMeeting .................................................................................242
Information About Placing an IP Video Calls with NetMeeting...........243
System Setup and Remote Management ................................................................245
Admin Setup/General Setup.............................................................................246
System Diagnostics..............................................................................................247
System Diagnostics.......................................................................................248
Virtual Remote Control ...............................................................................248
Send a Message.............................................................................................249
Streaming ....................................................................................................................250
Chapter 8 - Troubleshooting
Contents
General .........................................................................................................................252
Audio ...........................................................................................................................253
Video ............................................................................................................................255
Network and Communications ...............................................................................257
IMUX ............................................................................................................................259
LAN/Intranet .............................................................................................................260
Presentations ...............................................................................................................261
Remote Control ..........................................................................................................263
Appendix A - Screen Reference
System Information Reference..................................................................................266
Diagnostics Screen Reference ...................................................................................268
Network Statistics................................................................................................268
Advanced Network Statistics.............................................................................269
About Polycom Video Error Concealment™ (PVEC).............................270
Call Status .............................................................................................................271
Color Bars..............................................................................................................271
Audio.....................................................................................................................272
Generate Tone ...............................................................................................272
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Audio Meter..................................................................................................273
Near End Loop.....................................................................................................273
Far End Loop........................................................................................................274
Reset System.........................................................................................................274
User Setup Screen Reference ....................................................................................275
Admin Setup Screen Reference ...............................................................................279
General Setup....................................................................................................... 280
V.35/RS-449/RS-530 Video Network Screens................................................282
Multipoint Setup .......................................................................................... 282
Call Preference..............................................................................................283
Video Network .............................................................................................283
Dialing Speeds..............................................................................................283
Broadcast Mode............................................................................................283
Advanced Dialing ........................................................................................ 283
Video Numbers ............................................................................................ 283
Advanced V.35..............................................................................................284
BRI Video Network Screens...............................................................................284
IMUX (Inverse Multiplexer)....................................................................... 284
ISDN Video Numbers.................................................................................. 284
Auto Detect SPIDs........................................................................................284
Audio Quality............................................................................................... 284
Advanced Dialing ........................................................................................ 284
Dialing Speeds..............................................................................................285
Call Preference..............................................................................................285
Multipoint Setup .......................................................................................... 285
ISDN Video Network ..................................................................................285
LAN Setup Screens.............................................................................................. 285
LAN & Intranet (main)................................................................................ 285
LAN & Intranet (Configuration)................................................................ 285
Advanced LAN Settings .............................................................................286
Firewall & LAN Connection....................................................................... 286
H.323 Setup (main).......................................................................................286
H.323 Setup (configuration)........................................................................286
Dialing Speeds..............................................................................................286
Gateway & Gatekeeper................................................................................ 286
Gateway Number.........................................................................................286
Gateway Setup.............................................................................................. 286
Streaming.......................................................................................................287
SNMP Setup..................................................................................................287
Global Address (Main)................................................................................287
Global Address (Server)..............................................................................287
Global Address Book Preferences..............................................................287
Preferred Alias..............................................................................................287
Advanced Address Book Preferences.......................................................287
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Contents
Private Network ISDN Number.................................................................288
Dialing Rules 1..............................................................................................288
Dialing Rules 2..............................................................................................288
Global Management (Main)........................................................................288
Global Management (Configuration) ........................................................288
Global Management URLs..........................................................................288
Global Management Info.............................................................................288
Quality of Service .........................................................................................288
Data Conference...................................................................................................289
Telephone & Audio .............................................................................................291
Video and Cameras Screens...............................................................................292
Monitors.........................................................................................................292
TV Monitors...................................................................................................293
Graphics Monitor..........................................................................................294
EX VGA Monitor ..........................................................................................295
Cameras..........................................................................................................295
VCR Setup......................................................................................................297
VGA Input Calibration ................................................................................298
Security..................................................................................................................299
Crypto Resync Pulse............................................................................................300
Software and Hardware Screens .......................................................................300
Software .........................................................................................................300
RS-232.............................................................................................................301
Hardware Information.................................................................................301
Send Address Book ......................................................................................302
Far Site Software Update.............................................................................302
System Options.............................................................................................302
Appendix B - Interoperability Information
H.320 Endpoint Interoperability...............................................................................306
H.323 Endpoint Interoperability...............................................................................307
MCU H.320 Interoperability......................................................................................308
MCU H.323 Interoperability......................................................................................308
Gateway/Gatekeeper/T120 Server Interoperability .............................................309
Firewall/NAT Interoperability.................................................................................310
Appendix C - ViewStation EX Technical Specifications
ViewStation EX Technical Specifications ................................................................311
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List of Figures

Figure 1-1.Help Screen (Main)............................................................................................. 23
Figure 1-2.Help Screen (Topics) .......................................................................................... 24
Figure 2-1.ViewStation EX with Sony EVI-10 Camera .................................................... 32
Figure 2-2.V.35/RS-449/RS-530 Network Interface Module (P-LINK side) ................ 36
Figure 2-3.V.35/RS-449/RS-530 Network Interface Module (NETWORK side)......... 37
Figure 2-4.Quad BRI Network Interface Module (P-LINK side).................................... 39
Figure 2-5.Quad BRI Network Interface Module (Network side).................................. 40
Figure 2-6.Softupdate Screen............................................................................................... 46
Figure 2-7.Softupdate System Info Screen......................................................................... 47
Figure 3-1.Welcome (Language) Screen............................................................................. 59
Figure 3-2.How to Select Menu Items Screen.................................................................... 60
Figure 3-3.System Name Screen.......................................................................................... 61
Figure 3-4.Country Screen.................................................................................................... 62
Figure 3-5.Call Preference Screens...................................................................................... 63
Figure 3-6.H.323 Setup Screen............................................................................................. 64
Figure 3-7.Gatekeeper Screen .............................................................................................. 66
Figure 3-8.Video Network Screen....................................................................................... 68
Figure 3-9.Dialing Speeds Screen........................................................................................ 69
Figure 3-10.Advanced Dialing Screen................................................................................ 70
Figure 3-11.Advanced Dialing Screen (Calling Profile List) ........................................... 71
Figure 3-12.Video Numbers Screen.................................................................................... 72
Figure 3-13.ISDN Video Numbers Screen ......................................................................... 74
Figure 3-14.Auto Detect SPIDs Screen ............................................................................... 74
Figure 3-15.ISDN Switch Protocol Screen.......................................................................... 75
Figure 3-16.Outside Line Calls Screen................................................................................ 76
Figure 3-17.Telephone Numbers Screen............................................................................ 77
Figure 3-18.Administrator Password Screen..................................................................... 78
Figure 3-19.ViewStation EX Main Screen .......................................................................... 81
Figure 3-20.Main Screen (showing network conditions)................................................. 82
Figure 4-1.LAN & Intranet Screen ...................................................................................... 86
Figure 4-2.Advanced LAN Settings Screen ....................................................................... 89
Figure 4-3.Firewall & LAN Connection Screen................................................................. 91
Figure 4-4.H.323 Setup Screen (configuration) ................................................................. 94
Figure 4-5.Dialing Speeds Screen........................................................................................ 95
Figure 4-6.Gateway & Gatekeeper Screen ......................................................................... 98
Figure 4-7.Gateway Number Screen................................................................................. 100
Figure 4-8.Gateway Screen................................................................................................. 101
Figure 4-9.Advanced V.35 Screen ..................................................................................... 104
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Figure 4-10.Video Network Screen and Broadcast Mode Screens................................106
Figure 4-11.Dialing Speeds Screen ....................................................................................107
Figure 4-12.Advanced Dialing Screen (Page 1) ...............................................................109
Figure 4-13.Advanced Dialing Screen (Calling Profile List)..........................................109
Figure 4-14.Crypto Resync Pulse Screen ..........................................................................110
Figure 4-15.ISDN Video Numbers Screen........................................................................112
Figure 4-16.Auto Detect SPIDs Screen..............................................................................113
Figure 4-17.Audio Quality Preference Screen..................................................................115
Figure 4-18.Advanced Dialing Screen...............................................................................116
Figure 4-19.Dialing Speeds Screen ....................................................................................117
Figure 4-20.Global Address (Server) Screen ....................................................................121
Figure 4-21.Global Address Book Preferences Screen (for IP and ISDN Calls)..........122
Figure 4-22.Dialing Rules 1 Screen....................................................................................127
Figure 4-23.Dialing Rules 2 Screen....................................................................................128
Figure 4-24.Global Management (Setup) Screen.............................................................132
Figure 4-25.Global Management URLs Screen................................................................134
Figure 4-26.Global Management Info Screen...................................................................135
Figure 4-27.Streaming Screen.............................................................................................136
Figure 4-28.SNMP Setup Screen ........................................................................................138
Figure 4-29.Quality of Service Screen ...............................................................................140
Figure 5-1.Remote Control..................................................................................................145
Figure 5-2.Video Phone Screen ..........................................................................................148
Figure 5-3.Call Progress Indicators ...................................................................................150
Figure 5-4.Call Hangup Choices Screen ...........................................................................150
Figure 5-5.Address Book Screen........................................................................................153
Figure 5-6.Speed Dial Screen..............................................................................................154
Figure 5-7.Telephone Screen ..............................................................................................158
Figure 5-8.Address Book Screen........................................................................................161
Figure 5-9.Add/Change Entry Screen..............................................................................162
Figure 5-10.............................................................................................................................167
Figure 5-11.Camera Control Button on Remote Control................................................169
Figure 6-1.Cascading 10 Sites in a Multipoint Call .........................................................200
Figure 6-2.Chair Control Screen.........................................................................................202
Figure 6-3.Streaming Screen...............................................................................................208
Figure 6-4.Data Conference Screen....................................................................................212
Figure 7-1.LAN & Intranet Screen.....................................................................................217
Figure 7-2.Placing a Video Call Web Screen....................................................................226
Figure 7-3.Select a Presentation for Viewing Web Screen .............................................229
Figure 7-4.pcPresent Screen................................................................................................230
Figure 7-5.pcPresent: File Open Screen ............................................................................231
Figure 7-6.Available Presentations Screen .......................................................................232
Figure 7-7.Presentation Password Screen.........................................................................232
Figure 7-8.Presentation Directory (showing Loaded Slides) Screen ............................233
Figure 7-9.View a Meeting Web Screen ...........................................................................236
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Figure 7-10.PolycomSnap Interface .................................................................................. 239
Figure 7-11.Address Book Utility Screen......................................................................... 240
Figure 7-12.General Setup Web Screen ............................................................................ 246
Figure 7-13.System Diagnostics Web Screen................................................................... 248
Figure 7-14.Streaming Web Screen................................................................................... 250
Figure A-1.User Setup Screen............................................................................................ 275
Figure A-2.Admin Setup Screen........................................................................................ 279
Figure A-3.General Setup Screen ...................................................................................... 280
Figure A-4.Data Conference Screen.................................................................................. 289
Figure A-5.Telephone & Audio Screen ............................................................................ 291
Figure A-6.Graphics Monitor Screen................................................................................ 294
Figure A-7.VCR Setup Screen............................................................................................ 297
Figure A-8.VGA Input Calibration Screen....................................................................... 298
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List of Tables

Table 1-1.Key features of the ViewStation EX system ..................................................... 18
Table 4-1.Dialing rules used by the Global Address Book............................................ 126
Table 5-1.Remote Control Functionality .......................................................................... 145
Table 5-2.Graphic cursor function and remote control.................................................. 179
Table 6-1.Multipoint Dialing Speeds................................................................................ 183
Table 6-2.Mixed Protocol Dialing Speeds........................................................................ 184
Table 6-3.Firewall TCP/UDP Ports in Multipoint Calls................................................ 186
Table 6-4.MCU Meeting Password Protection................................................................ 198
Table 6-5.Dial-In Calling with an Existing Point-to-Point Call..................................... 205
Table 6-6.Dial-In Calling with no Existing Point-to-Point Call .................................... 205
Table B-1.H.320 Endpoint Interoperability...................................................................... 306
Table B-2H.323 Endpoint Interoperability....................................................................... 307
Table B-3.MCU H.320 Interoperability............................................................................. 308
Table B-4.MCU H.323 Interoperability............................................................................. 308
Table B-5.Gateway/Gatekeeper/T120 Server Interoperability.................................... 309
Table B-6.Firewall/NAT Interoperability........................................................................ 310
Table C-1.ViewStation EX Technical Specifications....................................................... 311
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1

Welcome to the ViewStation EX

The ViewStation EX system is an easy-to-use, yet powerful set-top, network appliance that provides the clearest audio and video in the videoconferencing industry. The ViewStation EX system is a mid-range conference room product that was designed to deliver quality video and audio communications to mid-size conference rooms, boardrooms, classrooms and custom conferencing facilities.
Note
Throughout this manual, the word “system” refers to the ViewStation EX system.
Topics in This Chapter
The following topics are included in this chapter.
Topic Description Page
Feature Highlights
What is in the Box?
Help and Te c hn i c a l Support
© Polycom, Inc. 2003 17
This is an overview of the ViewStation EX system’s main features and benefits.
This section lists the contents of the ViewStation EX shipping container.
This section describes how to use the system Help screen and how to contact Technical Support.
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Feature Highlights

The following table provides a summary of the ViewStation EX system’s main features and benefits. Refer also to the ViewStation EX Technical Specifications in Appendix D for additional information.
Table 1-1. Key features of the ViewStation EX system
Feature Description
Video The ViewStation EX system delivers TV quality
Audio The system provides clear 360 degree, full-duplex,
video for lifelike conferencing interaction while fully supporting the H.263 video standard and the new 60 fields/ second ITU standard.
digital audio with noise suppression, switchable echo cancellation and automatic gain control, as well as customized audio—extended audio flexibility via dual microphone pods and line-level audio input for custom microphones/mixers.
Camera Support Supports a pan-tilt-zoom camera, a VCR and
document camera input, including support for the Visual Concert™ DC.
Network Flexibility The system supports the Quad BRI,
V.35/RS-449/RS-530, and Ethernet network interfaces up to 768 Kbps.
Multipoint Videoconferencing
Mixed Protocol Dialing Mixed Protocol Dialing enables up to four sites over
Dial-In Calling While in a video call, other endpoints (IP, ISDN, or
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The ViewStation EX can be upgraded using a special key to support MultiPoint Plus as an option. The system contains an embedded four-port MCU for easy, on-demand, multipoint conferencing.
Up to four sites can participate (over IP and ISDN in the same call) at 128 Kbps for ISDN and 256 Kbps for IP for a continuous presence, voice activated, or a chair control call using the one-button address book dialing.
IP and ISDN in the same call.
POTS) can dial into the call or easily be added by a call from the host.
Chapter 1 - Welcome to the ViewStation EX
Table 1-1. Key features of the ViewStation EX system
Cascading The Cascading feature allows you to add more video
and audio participants to a multipoint video call, without the need for a bridge. Each of the second-level system in a four-site multipoint videoconference can call up two more video and one audio site. Up to ten total video sites and four total audio sites can participate in the call using the built-in MCU.
Two-Monitor Support Two-monitor support allows to simultaneously
display full-screen video from up to four endpoints, plus PC content on a separate SGA projector.
High-resolution Graphics The system supports high-resolution XGA live
graphics with Visual Concert ™ FX.
Streaming The streaming feature allows the system to multicast
the videoconference to viewers over IP.
Public and Private Networks The system supports both public and private
networks through ISDN BRI, V.35/RS-449/RS-530, and Ethernet networks.
Web Management With embedded Web capabilities and remote
management, IT managers can perform diagnostics and software upgrades.
Dual 10/100 Mbps Ethernet Ports
Through the dual 10/100 Mbps Ethernet por t you can make IP calls, connect PCs, and allow Global Management System™ access and management.
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ViewStation EX User Guide

What is in the Box?

The following section describes the contents of the ViewStation EX shipping container.

ViewStation EX

The following items are included in the ViewStation EX box:
ViewStation EX unit
Documentation
Read Me First
ViewStation EX QuickStart
Documentation CD
1 microphone pod
1 power supply and cord
1 remote control
Cable kit with:
1 RJ-9 microphone cords (brown)
1 S-video/triple RCA monitor cable (yellow, white, and
red)
1 RJ-45 keyed cable for connection to the network interface module (light blue)
1 RJ-45 cable for connection to the LAN (orange)
1 DB-9 serial port cable for connection to a touch panel

Network Interface Module

The system may also include one of the following network interface equipment(s) (as specified by the user):
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V.35/RS-449/RS-530 network interface:
V.35/RS-449/RS-530 module
Quad BRI network interface:
Quad BRI Inverse Multiplexer (IMUX)
4 RJ-45 cables
1 RJ-45 cable with a keyed connector

Additional Information

The following provides important information about essential components of the system: the remote control, the microphone pods, and the power supply.
Remote Control
The remote control is an integral part of the system. You can use the remote control to configure and operate your system. Once you have the system set up and running, press the yellow INFO button on the remote control for a basic description of the remote control buttons.
Chapter 1 - Welcome to the ViewStation EX
For more information about the remote control, refer to Remote
Control on page 144.
Microphone Pod
The microphone pod provides digital audio input to the system.
The microphone pod has an audio range of approximately 30 feet (9-meters) and provides automatic gain control, noise suppression, and echo cancellation. You can press the MUTE button on the microphone to silence your end of the call. When the MUTE button is lighted, your end of the call is muted.
An optional microphone pod provides enhanced audio pickup. Your system supports a maximum of two microphone pods daisy-chained together.
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ViewStation EX User Guide
Power Supply
To connect the microphone pods to the system:
1. Connect the 30-foot (9-meter) cable to the system and one of the microphones pods.
2. Connect the 10-foot (3-meter) cable between the two microphone pods.
Note
Connecting and disconnecting the microphones does not require a reboot of the system.
The ViewStation EX system has an external power supply. It supports line voltages between 100V and 240V and line frequencies from 47 Hz to 63 Hz.
Note
You void the warranty and may possibly damage your system if you do not use the provided power supply.
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Help and Technical Support

This section provides information about using the on-screen help, basic troubleshooting, and contacting Polycom Technical support

Using Help

To access the Help screen:
Press the INFO button on the remote control. If your system is registered with a Global Management System, the following Help screen appears.
Chapter 1 - Welcome to the ViewStation EX
Figure 1-1. Help Screen (Main)
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ViewStation EX User Guide

Help Topics

To access the Help screen:
Click the Help icon.
Figure 1-2. Help Screen (Topics)
Select the appropriate help topic from this screen. The topics provide assistance with basic system usage.

Troubleshooting

This section contains basic troubleshooting information. For more detailed information, refer to the Troubleshooting
General
Following are the most-often encountered problems and their solutions.
Remote control is not working.
Make sure the batteries are installed. Make sure you are pointing the remote control at the system’s IR detector. If battery power is low, a low battery icon appears on the main screen.
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chapter.
Chapter 1 - Welcome to the ViewStation EX
Software Update appears when you power on the ViewStation EX system.
The system software is corrupt or not loaded properly. Load system software on the system from your PC. For instructions on how to do this, refer to Upgrading Software equipment provider.
A lightning bolt indicator appears on the left side of your far or near-site screen.
The lightning bolt is only a visual indicator that informs you about WAN or LAN network problems. It does not indicate performance problems with your system.
If you are in an H.320 call, the lightning bolt most likely indicates that the telephone company is experiencing bit errors on the line. Contact and inform your telephone company of the existing problem.
If you are in an H.323 call, the lightning bolt may signify that your LAN network is experiencing packet loss, accompanied by video and audio degradation. Contact your network manager.
, or consult your network
The lightning bolt works differently in H.320 and H.323 calls for software version 2.5 and above:
In H.320 calls, the lightning bolt appears if there are 3 or more
CRC (Cyclic Redundancy Check) errors within a period of one second, or if there are 10 or more FEC (Forward Error Correction) errors in a period of one second.
In H.323 calls, the lightning bolt appears if more than 100 audio
and video packets are lost. The display counter is reset each time the lightning bolt appears.
The lightning bolt is triggered when your system detects a certain level of packet loss on the network. The frequency of the packet loss rate can be adjusted using the remote control shell (either via RS-232 or via Ethernet/Telnet). .Refer to the ViewStat ion EX, ViewStation FX, and VS4000 ARENA API Programmer’s Guide.
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ViewStation EX User Guide
Audio
Following are the most-often encountered audio problems and their solutions.
No audio in a call.
The system is connected to the wrong audio input on the
monitor. Make sure the monitor cables are connected as shown in the QuickStart color cable diagrams.
Far site is muted. If the far site is muted, a far site Mute icon
appears in the lower left corner of the monitor. Ask the far site to press the MUTE button on the remote control to check if it is muted or is not connected properly.
Use the Generate Tone test on the ViewStation EX system to
help diagnose the problem.
Make sure that the microphone pod is positioned correctly for
the meeting configuration. If the microphone pod is behind the meeting participants, you may not be able to hear them speak. For the best audio, always position the microphone pod between the monitor and the person closest to the monitor. As most people face the monitor during a call, following this rule ensures that the meeting participants are also facing the microphone pod. You can also daisy-chain microphone pods along the conference table. Additional microphone pods can be purchased from the Polycom Web store. Follow the same rule for multiple microphone pods and do not position the pods behind the meeting participants.
You hear echoes when speaking.
Echoes are always caused by the far site in a call. Have the far site turn down the volume and make sure that their microphones are placed away from the system and monitor speakers.
Not enough volume in a call.
The volume is set too low on either the system or the television monitor. For best results, set the volume on the television monitor to
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Video
Chapter 1 - Welcome to the ViewStation EX
one-half its maximum volume and set the volume on the system to a comfortable level.
Following are the most-often encountered video problems and their solutions.
No picture on the main monitor.
The system enters sleep mode after 3 minutes of inactivity. In sleep mode, the system appears to be powered off. To “wake up” the system, pick up the remote control, or press the button on the front of the system.
Same picture on first and second monitors.
You pressed the SNAPSHOT button. The second monitor is
previewing the video on the primary monitor for the snapshot. Press SNAPSHOT to send a snapshot and then press SNAPSHOT again to return to live video.
You may have connected your second composite monitor to the
VCR out port on the back of the system.

How to Contact Technical Support

By Phone
Before calling Polycom technical support, have the following information ready:
Description of the issue
The ViewStation’s 14-digit serial number on the label located on
the bottom of the unit.
Contact Polycom Technical Support at 1-800-POLYCOM. Listen for the product support prompt.
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ViewStation EX User Guide
By Internet
To contact Polycom technical support, go to the Polycom Global Services Web page at http://esupport1.polycom.com/cgi/top.asp.
This page allows you to enter your contact information as well as a question or a description of the problem. Including the following information will decrease the amount of time needed to assess your situation:
The ViewStation’s 14-digit serial number on the label located on
the bottom of the unit.
Software revision of the product
Network information
Troubleshooting steps you tried to implement
Response time to technical support inquiries will not exceed two business days. Response time on basic or technical information requests about Polycom products and their capabilities may vary with the complexity of the question.
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2

Installing the ViewStation EX

This chapter provides all of the instructions you need to install the ViewStation EX system successfully. It also covers the optional network interface installation if you are using ISDN for your video calls.
You should read this chapter in conjunction with the QuickStart card. This card was shipped in the system box.
Topics in This Chapter
The following topics are included in this chapter.
Top ic Description Page
What you Need to Install the ViewStation EX System
Equipment Installation
Upgrading Software
Upgrading the System for Multipoint Calls
© Polycom, Inc. 2003 29
This section lists the additional items that you need to install your ViewStation EX system.
This section gives step-by-step instructions needed to install the system and, if applicable, the appropriate network interface.
This section describes how to update software over an IP or ISDN network.
This section describes how to add the multipoint key to enable multipoint calling on the ViewStation EX system.
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ViewStation EX User Guide

What you Need to Install the ViewStation EX System

This section lists the additional items you need to install the ViewStation EX system. It also provides a checklist of information you should have on hand during the installation process.
For details about the system components, see the QuickStart card provided with each system.

Television Monitors

You can use the ViewStation EX with two television monitors and a VGA monitor that operates at 75 Hz or higher with a resolution of 800 x 600, 1024 x 768, or 1280 x 1024.
The ViewStation EX system can use any S-video or composite television monitor as the primary monitor. The other monitor has to be S-video.
The size of the monitor should be proportional to the size of the room where video conferences take place.

Network Interfaces

Ethernet
A Local Area Network (LAN) Ethernet connection is needed if you plan to use IP.
ISDN
If you are using one of the following ISDN network interfaces with your system, you will need the appropriate network equipment and access to services for the specified network interface:
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Chapter 2 - Installing the ViewStation EX
V.35/RS-449/RS-530 network interface:
V.35/RS-449/RS-530 module
Optional cables used to connect the V.35/RS-449/RS-530
module to the DCE:
(V.35 “Y” cable (HD-44M to DB-25M/RS-366 and M34
“Winchester” V.35 )
RS-449/422 “Y” cable (HD-44M to DB-25M/RS-366 and
DB-37M/RS-449/422)
Ascend cable (HD-44M to HD-44M)
Note
These cables are available from the Polycom Web store.
Access to your Data Communications Equipment (DCE) or Data Service Unit (DSU).
Quad BRI network interface:
Quad BRI Inverse Multiplexer (IMUX)
4 RJ-45 cables
1 RJ-45 cable with a keyed connector
BRI line ordered from your service provider

Power Source

The ViewStation EX system has an external power supply. It supports line voltages between 100V and 240V and line frequencies from 47 Hz to 63 Hz.
Warning
You void the warranty and may possibly damage your system if you do not use the provided power supply.
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ViewStation EX User Guide

Integrated Cameras

Sony EVI-10 Camera
The ViewStation EX system supports the Sony EVI-10 camera. This camera has a built-in wide-angle lens and has a new form factor.
Figure 2-1. ViewStation EX with Sony EVI-10 Camera
Caution
Attaching a third-party vendor wide-angle lens will cause damage that is not covered by your product warranty. Third-party lenses will rub against the system’s enclosure when the camera is reset.
Note
The camera is controlled with the remote control that is shipped with the system. Manually adjusting the camera can damage the unit.

NT-1 Device

An ISDN network termination (NT-1) device may be required between your ISDN line and the system. If your system is not connected to an internal switchboard, such as a PBX, it may require an ISDN termination resistor to be installed.
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Required Information

Before you start installing the equipment, obtain the following information:
IP address of the ViewStation EX system: to be provided by
your Internet Service Provider or system administrator.
ISDN numbers: to be provided by your Network Service
Provider.
SPIDs: to be provided by your Network Service Provider.
Switch protocols: to be provided by your Network Service
Provider.
Gatekeeper address: to be provided by your Network Service
Provider or system administrator.
Firewall information: to be provided by your Network Service
Provider or system administrator.
Telephone numbers: to be provided by your system
administrator.
Chapter 2 - Installing the ViewStation EX

Equipment Installation

This section describes how to set up the following equipment:
ViewStation EX. See Setting up the ViewStation EX.
Network interface modules (V.35/RS-449/RS-530, and BRI).
See ISDN Network Interface Modules
© Polycom, Inc. 2003 33
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ViewStation EX User Guide

Setting up the ViewStation EX

To connect your cables and equipment to the back of the ViewStation EX system:
1. Place the system on top of the television monitor with the front lip overhanging the top of the television monitor.
2. Place the microphone pod on a flat surface between the meeting participants and the television monitors. Do not place the microphone pod near the television monitor speakers.
Connecting and disconnecting the microphone off the system does not require a reboot of the system.
3. Connect the required equipment and cables to the back of your system as shown in the QuickStart.
Note
4. Connect any optional equipment to the back of your system as shown in the QuickStart. Optional equipment can include a PC, VCR, telephone, audio mixer, document camera, XGA projector or monitor, Visual Concert FX, or additional television monitors.
Note
The colors on the cables match the colors on the back of the system panel.
5. To prevent cable entanglement, wrap the enclosed cable tie around all of the cables.
6. Put the batteries in the remote control.
You are now ready to set up your network interface. See ISDN
Network Interface Modules, on page 35 for additional information.
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ISDN Network Interface Modules

This section explains how to install the following ISDN network interfaces:
V.35/RS-449/RS-530. See Setting up the V.35/RS-449/RS-530
Network Interface on page 35.
BRI. See Setting up the Quad BRI Network Interface on page 38.
Setting up the V.35/RS-449/RS-530 Network Interface
This section explains how to install and connect the V.35/RS-449/RS-530 network interface module so that you can make calls over ISDN with the system.
The V.35/RS-449/RS-530 network interface supports the V.35, RS-449, or RS-530 protocol depending on the cable you use to connect your equipment.
Chapter 2 - Installing the ViewStation EX
Connecting a V.35/RS-449/RS-530 network interface module to your system:
1. Make sure your system is turned off.
2. Insert one end of the light blue keyed cable into the light blue
port on the back of the system. The cable has special RJ-45 connectors that are not interchangeable with normal RJ-45 connectors.
3. Insert the other end of the light blue RJ-45 cable into the input port labeled xon the network interface module.
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ViewStation EX User Guide
Figure 2-2 shows the peripheral link (P-LINK) side of the network interface module that connects to the EX system.
12 VDC Connector (not used)
Port (not used)
Input Port
LEDs
Figure 2-2. V.35/RS-449/RS-530 Network Interface Module (P-LINK side)
To connect the V.35/RS-449/RS-530 network interface module to the DCE:
The V.35/RS-449/RS-530 network interface module contains two HD-44 female ports (labeled 1 and 2) that connect to the data communications equipment (DCE).
1. Connect the HD-44 male cable ends to ports 1 and 2 on the network interface module. If you want to connect only one cable, connect to port 1 on the interface module.
2. Tighten the screws on the connectors.
3. Connect the remaining cable ends to the DCE's
V.35/RS-449/RS-530 port and the DB-25 RS-366 dialing port, if used. If you are connecting only one cable, connect to the lowest ordered port on your DCE.
4. Tighten the screws on the connectors.
5. Power on the television monitor.
6. Power on the system. Once you power up the system, there is a
20-second delay before you see the Polycom logo.
7. Once your interface is properly connected, you are ready to configure your system. Proceed to chapter 3.
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Chapter 2 - Installing the ViewStation EX
Figure 2-3 shows the network side of the network interface module that connects to the DCE.
LEDs
Figure 2-3. V.35/RS-449/RS-530 Network Interface Module (NETWORK side)
Special Information
V.35/RS-449/RS-530 Module Interchangeability. This system only operates with the V.35 module that is compatible with the ViewStation FX. It is not compatible with the V.35 module that operates with the ViewStation H.323 system. The new module uses HD-44F connectors (ports 1 and 2), and uses a keyed RJ-45 connector for the serial link to the back panel of the ViewStation EX system. An HD-44M to DB-25F adapter cable is available as an option to connect existing V.35/RS-449/RS-530 network cables, if necessary.
Cable Information. The following optional cables used to connect the V.35/RS-449/RS-530 module to the DCE are available from the Polycom Web store:
V.35 “Y” cable—HD-44M to DB-25M/RS-366 and M34
“Winchester” V.35
RS-449/422 “Y” cable—HD-44M to DB-25M/RS-366 and
DB-37M/RS-449/422
Ascend cable—HD-44M to HD-44M
Cable drawings and pinout information is available in the “V.35 Technical Information” section of the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
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ViewStation EX User Guide
V.35/RS-449/RS-530 Cable Adapter Kit. You can also purchase an additional cable adapter kit (available through your reseller) to extend the distance between your system and the V.35/RS-449/RS-530 network interface module.
V.35/RS-44/RS-530 and RS-366 Connections. The V.35/RS-449/RS-530 connection on the V.35 cable is used for data and the RS-366 connection is used for dialing. If you plan to place 2 x 56 Kbps or 2 x 64 Kbps calls, use one cable for each port.
Note
If your DCE does not use dialing, do not use the RS-366 (DB-25M) connector.
LED Information. Refer to the V.35/RS-449/RS-530 Technical Information section of the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
Setting up the Quad BRI Network Interface
This section explains how to install and connect the Quad BRI network interface module so that you can make calls over ISDN with the ViewStation EX system.
To connect the Quad BRI network interface module to the system:
1. Make sure your system is turned off.
2. Find the cable with the light blue RJ-45 keyed connector on one
end and the green RJ-45 (non-keyed) connector on the other end.
3. Insert the light blue RJ-45 keyed connector into the light blue RJ-45 keyed port on the back of the system.
4. Insert the green (non-keyed) RJ-45 connector into the green RJ-45 port labeled xon the network interface module.
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Chapter 2 - Installing the ViewStation EX
Figure 2-4 shows the peripheral link (P-LINK) side of the Quad BRI network interface module that connects to the ViewStation EX system.
Figure 2-4. Quad BRI Network Interface Module (P-LINK side)
To connect the Quad BRI network interface module to the BRI network:
1. Attach your RJ-45 network cable(s) from port 1 on your ISDN BRI network to the connector labeled ISDN S/T on the Quad BRI network interface module.
2. Power on the television monitor.
3. Power on the system. Once you power up the system, there is a
20-second delay before you see the Polycom logo.
4. Once your interface is properly connected, you are ready to configure your system. Proceed to chapter 3, Initial System
Setup.
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ViewStation EX User Guide
Figure 2-5 shows the network side of the Quad BRI network interface module that connects to the ISDN BRI network.
Figure 2-5. Quad BRI Network Interface Module (Network side)
Special Information
Quad BRI/IMUX. The Quad BRI is also called IMUX (for Inverse Multiplexer). With the Quad BRI, you can connect up to four ISDN lines to the video conferencing unit. The Quad BRI allows multi-line ISDN connections to be “muxed” together to create a higher bandwidth connection to the far-site device. Each ISDN line adds 128 Kbps to the possible operating line.
ISDN Lines. The system can use up to four ISDN lines. Note that the system only require a single functioning ISDN line to operate, but speeds greater than 128 Kbps require the use of additional ISDN lines.
NT-1. If you are not connected to an internal phone system, called a PBX, you will need to connect the ISDN cables from your system to the Quad BRI module, to the network termination (NT-1) device, which is connected to the ISDN wall jack.
For more information about ISDN, refer to the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
LED Information. Refer to the BRI Technical Information section of the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
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Optional Equipment

You can enhance your videoconferences by using optional equipment. Refer to the ViewStation EX QuickStart for color cable diagrams that show how to connect optional equipment to the system.
Second Monitor
The second monitor displays what would otherwise be displayed in the smaller picture-in-picture window of a single-monitor system.
To install a second monitor:
1. Insert the monitor cable in the monitor 2 output jack.
2. Connect the other end to the monitor 2 output jack.
VCR
Chapter 2 - Installing the ViewStation EX
You can use a video cassette recorder (VCR) to record your videoconference or to present recorded material as part of your videoconference. The VCR records video from the near site’s main television monitor and audio from both the near and far sites. When playing tapes, the VCR provides audio and video to all participants in a call.
1. To play a tape in the VCR, press the NEAR button on the remote control twice.
2. Use the ARROW buttons to highlight the VCR icon on the screen. Press the SELECT button on the remote control.
3. Use the VCR remote control to play the tape.
Document Camera
You can use a document camera to take pictures of an object or document and send them to a far site.
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ViewStation EX User Guide
Visual Concert DC
1. To use a document camera with your system, press the NEAR button on the remote control twice.
2. Then use the ARROW buttons to highlight the Document Camera icon on the screen. Press the SELECT button on the
remote control.
Visual Concert™ DC is part of the Visual Concert series of collaboration products designed to maximize video conferencing. This is a custom-integrated document camera that has the ability to send images at SXGA (1280 x 1024) resolution with full motion capture during a video call. It lets you save images from the glass onto a PCMCIA card, annotate images with a virtual drawing pen, view transparent material using backlighting or send a high-resolution preview with the SNAPSHOT button.
For more information about installing Visual Concert DC, consult Visual Concert DC User Guide and Visual Concert DC QuickStart.
Visual Concert FX
The ViewStation EX system supports the use of Visual Concert™ FX. Visual Concert™ FX is a collaborative product with the capability of transmitting a high-resolution graphics stream with high-quality audio in any conference, including multipoint calls. It is transmitted to the other site in a conference in tandem with your live video stream. It works with your laptop, desktop, or Macintosh at resolutions up to and including 1280 x 1024.
The video and graphic images can be displayed at both the near and far ends in dual stream mode, video on one monitor and the live graphics on a second monitor (for example, the far site can see you and your presentation live at the same time).
The live images can be from virtually any source on the laptop or desktop such as PowerPoint, Excel, a Web page or proprietary software applications. Visual Concert FX is designed to transmit graphics at SXGA resolution (1280 x 1024), but will auto-sync to match the resolution of the laptop and scale to match the best resolution at the far end. A VGA-out port on the unit allows the
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Chapter 2 - Installing the ViewStation EX
flexibility of connecting a high-resolution projection system or monitor for in-room displays.
Dual Stream Compatibility
Visual Concert FX dual stream is compatible with the Polycom Accord MCU version 3.01 in ISDN multipoint calls. All sites are able to see the presenter and the PC at the same time.
Limitations
If the far site cannot support dual streams, the system reverts to sending the live computer screen as the main video stream.
Note
For more information about installing Visual Concert FX, consult the Visual Concert FX User Guide and Visual Concert FX QuickStart.
ShowStation IP
The ShowStation® IP allows you to project any type of document or Microsoft Office file in big-screen format and share it with any location instantly.
The ShowStation IP works best when you have two ViewStation EX systems, two ShowStations with LAN cards, and an RJ-45 cable. For information about installing ShowStation IP refer to the ShowStation User Guide.
To connect and use the ShowStation IP:
1. Use the provided blue RJ-45 cable to connect the ShowStation
2. Find the LAN name of the ShowStation. Click the To ol ba r icon
3. Power on your system.
LAN card to the blue LAN port on the back of the system. You can also connect the ShowStation and the system to the same LAN.
on the main menu of the ShowStation. The Site Name is under the Preferences tab.
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ViewStation EX User Guide
4. Select System Info>Admin Setup>Data Conference and enter the name of the ShowStation on the Data Conference screen.
5. Place a video call between the two ViewStation EX systems. When the systems connect, the ShowStations synchronize with one another automatically.
Once the systems have connected, a whiteboard appears on the ShowStations’ LCD displays. It takes approximately 30 seconds for the whiteboard to appear once the video call is placed. You are now ready to use your ShowStation.
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Upgrading Software

The Softupdate application will update all versions of ViewStation software. To update the software, your system must be on local area network (LAN) or directly connected to a PC via Ethernet.
Before you begin, print the Read Me First file that is provided with the system software. It contains updated information that may not be included in this guide.
Do not power off your system during the software update process. If you turn off your system during the download process, your system reverts to its original software version.

Upgrading Software over IP

Chapter 2 - Installing the ViewStation EX
Caution
You can upgrade the software on your system with the Softupdate application available from the Software Download Center on the Polycom Web site at www.polycom.com.
If you do not have Internet access, your reseller can supply you with the application on CD-ROM.
To upgrade your system software over IP:
1. Double-click the software zip file and extract the files to a directory on your PC.
2. Double-click the Softupdate.exe file to open the Softupdate application.
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Figure 2-6. Softupdate Screen
3. Click the Softupdate button, as shown in Figure 2-6.
4. Enter the IP address of the system and the administrator password, if required, then click OK.
5. In the System Info screen, specify whether to delete the address
book and system files during the update.
6. Determine whether you want to make your system a DHCP server. Selecting the Allow System to be a DHCP Server option will make the Server button visible on the LAN & Intranet screen in the user interface (System Info>Admin Setup>LAN/H.323>LAN/Intranet>LAN&Intranet).
Warning
Do not select the Server option if your system is on a LAN with other computers. If you do, the system provides IP addresses to the other computers on the LAN even though the LAN already has a
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Chapter 2 - Installing the ViewStation EX
DHCP server. Your system administrators may have to repair any network problems this causes.
Figure 2-7. Softupdate System Info Screen
7. Click Continue to start the upgrade process.
8. When the upgrade has finished, click OK to close the dialog
box.

Upgrading Software over ISDN (H.320)

The software on your ViewStation EX system can be upgraded through an ISDN (H.320) video call from any other ViewStation EX system.
You can perform a software update to the far site over your V.35/RS-449/RS-530, or BRI line during a call. Updating works best at speeds of 512 Kbps and below.
To upgrade your system over ISDN:
1. Place a video call to the system you want to upgrade.
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Updating System Software From a PC on a LAN
2. Select System Info > Admin Setup > Security and write down the passwords that appear on the Security screen of the site you want to upgrade.
3. On the site sending the software, select System Info>Admin Setup > Software/Hardware > Update to access the Far Site Software Update screen.
4. Highlight the Start icon and press the SELECT button on the
remote control.
5. Enter the passwords, highlight the Start icon, and press the SELECT button on the remote control to begin the upgrade process.
Once the software upgrade process is complete, your system automatically restarts.
To update your system software from a PC on the LAN:
1. Access the Sofupdate.exe file, as follows:
From the Update CD
From the Polycom Web site
: Insert the Update CD into your drive.
: 1. Go to the software download center at www.polycom.com. 2. Locate your product name and provide the required information. 3. Run the Softupdate application to download the latest software and update your system. Note that you need to decompress the file before you can run the Softupdate application.
2. Double-click the Softupdate.exe icon to open the application.
3. When the application opens, click the Softupdate button.
4. Enter the IP address of your videoconferencing system in the
dialog box that appears. If the system has an administrator password, enter it here and click OK. If it does not have a password, leave it blank and click OK.
5. Softupdate will locate your system and provide basic information. To retain your existing address book and files,
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Chapter 2 - Installing the ViewStation EX
select the appropriate options on the Softupdate screen. Then click the Continue button.
6. As the software is being upgraded, you will be informed of its
progress. When it is finished, click the OK button. Your system will automatically reboot.
7. If you have purchased an MP upgrade key for multipoint calls, please refer to Upgrading the System for Multipoint Calls
page 55 for instructions on entering the key.
Updating System Software Directly From a PC
Updating your System Software to a Higher Version
To update your system software to a higher version than the one currently on the system, follow these steps:
1. Connect one end of the blue-tipped RJ-45 cable to the blue LAN connector on the back of your system. Connect the other end of the blue-tipped RJ-45 cable to the Ethernet PC card of your computer. Then turn on your system.
on
2. To connect to your desktop or laptop computer, you need to set your system as a DHCP server. To do so, follow these instructions:
a. Select System Info > Admin Setup > LAN/H.323 >
LAN/Intranet > LAN & Intranet.
Note
The Server button is visible on the LAN & Intranet screen only if the option Allow System to be a DHCP Server has been previously enabled in the System Info screen of the Softupdate application. For more information about enabling the option Allow System to be a
DHCP Server, refer to Upgrading Software over IP.
b. In the DHCP field, select Server. The following message
will appear: “The system will now issue IP addresses to other PCs on the LAN. Continue?”
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ViewStation EX User Guide
Caution
Do not use this setting if your system is on a LAN with other computers. If you do, your system will provide IP addresses to the other computers even though the LAN already has a DHCP server. Your IT personnel and system administrators will have to repair any network problems this causes.
c. Select Yes if you are absolutely certain you want to set your
system as a DHCP server.
d. Press Menu. The following message will appear: “Power
must be reset to save changes. Continue?” Select Yes.
e. Your system will automatically restart. It will now act as a
DHCP server and will provide IP addresses to one or more PCs.
3. Go to the System Information screen. You should see the IP address 1.1.1.2, which is the IP address of your system.
4. Once you get an IP address, go to your PC and follow these instructions:
For Windows 95 and 98
:
a. Right-click the Network Neighborhood icon, and then
right-click Properties.
b. When the Network box appears, select the Configuration
tab, then double-click TCP/IP.
c. Select the IP Address tab. Make sure the Obtain an IP
Address Automatically button is selected. Then click OK.
For Windows NT 4.0
:
a. Right-click the Network Neighborhood icon, and then
right-click Properties.
b. When the Network screen appears, select the Protocols tab,
then double-click TCP/IP Protocol.
c. Select the IP Address tab. Make sure the Obtain an IP
Address Automatically button is selected. Then click OK.
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Chapter 2 - Installing the ViewStation EX
For Windows 2000:
a. Right-click the My Network Places icon, and then
right-click Properties.
b. In the Network and Dial-up Connections window,
right-click Local Area Connection, and select Properties.
c. In the Local Area Connection Properties window,
double-click Internet Protocol (TCP/IP).
d. In the Internet Protocol (TCP/IP) Properties window, make
sure the Obtain an IP Address Automatically button is selected. Then click OK.
5. Restart your PC and insert the update CD into your drive. Or access the Softupdate.exe file from the Polycom Web site
: 1. Go to the software download center at www.polycom.com. 2. Locate your product name and provide the required information. 3. Run the Softupdate application to download the latest software and update your system. Note that you need to decompress the file before you can run the Softupdate application.
6. Double-click the Softupdate.exe icon to open the application.
7. When the application opens, click the Softupdate button.
8. Enter the IP address of your system in the dialog box that
appears. If you have an administrative password, enter it here and click OK. If you don’t have a password, leave it blank and click OK.
9. Softupdate will locate your system and provide basic configuration information. To delete your existing address book and files, check the appropriate boxes.
10. Check the box Allow System to be a DHCP Server. Then click the Continue button.
11. As the software is being upgraded, you will be informed of its progress. When it is finished, click the OK button. The system will automatically reboot. Your system software has been loaded.
12. If you have purchased an MP upgrade key for multipoint calls, please refer to Upgrading the System for Multipoint Calls
on
page 55 for instructions on entering the key.
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ViewStation EX User Guide
Updating a System Already Loaded With the Current System Software
To update your system software from the most-current version to the same current version or higher, follow these steps:
1. Connect one end of the blue-tipped RJ-45 cable to the blue LAN connector on the back of your system. Connect the other end of the blue-tipped RJ-45 cable to the Ethernet PC card of your computer. Then turn on the system.
2. To connect to your desktop or laptop computer, you need to set your system as follows:
a. Select System Info > Admin Setup > LAN/H.323 >
LAN/Intranet > LAN & Intranet.
b. Press the Up arrow on the remote control to go to the DHCP
field and set it to Off.
c. In the IP Address field, enter the IP address 1.1.1.2.
d. Press Menu. The following message will appear: “Power
must be reset to save changes. Continue?” Select Yes.
e. Your system will automatically restart.
3. Go to the System Information screen. You should see the IP
address 1.1.1.2, which is the IP address of your system.
4. Go to your PC and follow these instructions:
For Windows 95/98
:
a. Right-click the Network Neighborhood icon, and then
right-click Properties.
b. When the Network box appears, select the Configuration
tab, then TCP/IP, and then select the IP Address tab. Make sure the Specify an IP address button is selected.
c. Enter the following information:
IP address = 1.1.1.3
Subnet mask = 255.255.255.0
d. Then click OK.
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Chapter 2 - Installing the ViewStation EX
For Windows NT 4.0:
a. Right-click the Network Neighborhood icon, and then
right-click Properties.
b. When the Network screen appears, select the Protocols tab,
then double-click TCP/IP Protocol.
c. Select the IP Address tab. Make sure the Specify and IP
Address button is selected.
d. Enter the following information:
IP address = 1.1.1.3
Subnet mask = 255.255.255.0
e. Then click OK.
For Windows 2000
:
a. Right-click the My Network Places icon, and then
right-click Properties.
b. In the Network and Dial-up Connections window,
right-click Local Area Connection, and select Properties.
c. In the Local Area Connection Properties window,
double-click Internet Protocol (TCP/IP).
d. In the Internet Protocol (TCP/IP) Properties window, make
sure the Use the following IP address button is selected.
e. Enter the following information:
IP address = 1.1.1.3
Subnet mask = 255.255.255.0
f. Then click OK.
5. Restart your PC and insert the update CD into your drive. Access the Sofupdate.exe file, as follows:
From the Update CD:
From the Polycom Web site
Insert the update CD into your drive.
: 1. Go to the software download center at www.polycom.com. 2. Locate your product name and provide the required information. 3. Run the Softupdate application to download the latest software and
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ViewStation EX User Guide
update your system. Note that you need to decompress the file before you can run the Softupdate application.
6. Double-click the Softupdate.exe icon to open the application.
7. When the application opens, click the Softupdate button.
8. Enter the IP address of your system in the dialog box that
appears. If you have an administrative password, enter it here and click OK. If you don’t have a password, leave it blank and click OK.
9. Softupdate will locate your system and provide basic configuration information. To delete your existing address book and files, check the appropriate boxes.
10. Click the Continue button.
11. As the software is being upgraded, you will be informed of its
progress. When it is finished, click the OK button. The system will automatically reboot. Your system software has been loaded.
12. If you have purchased an MP upgrade key for multipoint calls, please refer to Upgrading the System for Multipoint Calls
on
page 55 for instructions on entering the key.
Updating System Software Remotely
Your reseller can update your system software remotely by calling your system and downloading the new version to your system. The process takes approximately 10 to 15 minutes in a 2 x 64 kbps call. Follow these steps to remotely upgrade your system:
1. Contact your reseller to have the software update transmitted to your system.
2. Give the reseller your Software Update Password and the Admin Password (if entered) for your system. These passwords can be found on the System Info > Admin Setup > Security screen. They are implemented to prevent unauthorized access to your system.
3. The reseller will place a call to your system and download the software to your system. You will see a Remote Software Update screen on your system. This screen will keep you
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Chapter 2 - Installing the ViewStation EX
informed of the progress of your update. Do not turn your system off during this process.
Note
The software update application will terminate if there are too many errors on the communication line. The system you are updating will revert back to the previous software version. If your software does not update, try using a lower data rate.
4. Once the software upgrade process completes, your system will automatically restart and the main calling screen will appear.
5. If you have purchased an MP upgrade key for multipoint calls, please refer to Upgrading the System for Multipoint Calls
page 55 for instructions on entering the key.
on

Upgrading the System for Multipoint Calls

If you have purchased an MP upgrade key from Polycom, you can upgrade your ViewStation EX to support multipoint calls.
For more information about making multipoint calls, please refer to
Multipoint Calls (Optional)
To enter the MP key:
1. From the main calling screen, go to System Info>Admin Setup>Software/Hardware>System Options.
2. Enter your multipoint key. When MP is enabled, the Multipoint field changes from Disabled to Enabled.
Press Select on the remote to make the keyboard appear. Your key will be 20 characters long. Enter five characters in each box.
© Polycom, Inc. 2003 55
.
Note
ViewStation EX User Guide
The cursor will move automatically to the next box as you add characters. When you are finished, select Save and then Menu to return to the main calling screen.
3. You are now ready to place a multipoint call with your ViewStation EX system.
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3

Initial System Setup

This chapter describes the initial system configuration screens that you see when you power on your ViewStation EX for the first time.
Topics in This Chapter
The following topics are included in this chapter.
Top ic Description Page
First System Screens
Initial Setup for IP (H.323) Calls
Initial Setup for ISDN (H.320) Calls
Final Out-of-Box System Setup Screens
Setting up the Firewall
Verifying Initial Setup
© Polycom, Inc. 2003 57
This section describes the first system screens that are displayed during the initial out-of-box configuration.
This section describes the initial IP-specific screens needed to configure basic network settings.
This sections describes the initial screens used to configure your ISDN connection (V.35/RS-449/RS-530 or BRI)
The screens that complete the initial configuration sequence are covered in this section.
This section indicates where to find the appropriate firewall configuration information, if you need to set up a firewall.
This section provides information about placing a test call and checking network connectivity.
59
64
67
76
79
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ViewStation EX User Guide
Once you have powered on the ViewStation EX system, a series of setup screens appear on your television monitor, leading you through the initial configuration process, which is described in the following sections.
Note
All procedures detailed in these sections must be followed in order to minimize system failures.
For the latest information about the software on your system, refer to your system’s Read Me First and Release Notes.
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First System Screens

The first system screens include the following:
Welcome/Language. See Selecting the Language on page 59.
How to Select Menu Items. See Selecting Menu Items with the
Remote Control on page 60.
System Name. See Setting up System Name and Country on
page 61.
Country. See Setting up System Name and Country on page 61.
Call Preference. See Setting your Call Preference on page 62.

Selecting the Language

The first setup screen to appear on your television monitor is the Welc om e screen.
Chapter 3 - Initial System Setup
Figure 3-1. Welcome (Language) Screen
To select the language you would like to see on the ViewStation EX system:
1. Press the arrow buttons on the remote control to highlight a language.
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ViewStation EX User Guide
2. Then press the SELECT button on the remote control to go to the next screen.
Note
To make selections with the remote control, aim the remote control at the remote control IR detector or at the Clarity by Polycom logo on the front of the system.

Selecting Menu Items with the Remote Control

The following screen explains how to select ViewStation EX items on your television monitor. Press the SELECT button on the remote control to proceed to the next screen.
Figure 3-2. How to Select Menu Items Screen
Tip
To return to a previous screen, press the MENU button on the remote control or use the arrow buttons on the remote control to highlight the Menu icon and press the SELECT button on the remote control.
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Setting up System Name and Country

System Name
Use the System Name screen to name your system. Naming your system makes it easy to find your ViewStation EX on the LAN when it is connected.
System names can be up to 34 characters in length. The first character has to be numeric or alphabetic, including foreign language characters.
Chapter 3 - Initial System Setup
Figure 3-3. System Name Screen
To enter the System Name, you need to access the on-screen keyboard.
To access the on-screen keyboard:
1. Press the SELECT button on the remote control.
2. Use the arrow buttons to move around the keyboard and press
the SELECT button to select a letter.
3. When you have finished making your entries on this screen, review the entries for accuracy, then select the key on the on-screen keyboard.
4. Highlight the Save icon and press the SELECT button on the remote control to save the system name.
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ViewStation EX User Guide
Country
On the Country screen, select the country in which your system is installed.
Figure 3-4. Country Screen

Setting your Call Preference

On the Call Preference screen, select the types of calls you can place:
V.35/RS-449/RS-530 Video Calls or ISDN Video Calls:
V.35 Video Calls—This option is available (see left picture below) when your system is connected to a V.35/RS-449/RS-530 network.
ISDN Video Calls (H.320)—This option is available (see right picture below) when your system is connected to a BRI network.
LAN/Internet Calls (H.323)—Select this option if you plan to
place IP calls.
Note
If you enable this option later (after this initial system setup), your system resets itself automatically and takes you through the initial setup screens described in this section. Existing system information is not erased during this process.
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Chapter 3 - Initial System Setup
Display IP Dialing Extension—This extension is needed when
you place a call through a Gateway. When this option is selected, the Extension field is visible in the Video Call screen. For more information about Gateway configuration, refer to the section Configuring the Gateway and Gatekeeper
Figure 3-5. Call Preference Screens
When you have finished, review your selection, then highlight the Save icon and press the SELECT button on the remote control.
on page 96.
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ViewStation EX User Guide

Initial Setup for IP (H.323) Calls

The initial IP configuration screens include the following:
H.323 Setup. See Setup for IP (H.323) Calls on page 64.
Gatekeeper. See Setting up a Gatekeeper on page 66.

Setup for IP (H.323) Calls

The H.323 Setup screen appears if you have previously checked the LAN/Internet Calls (H.323) option on the previous screen (Call Preference).
The H.323 option allows you to place video calls using IP on your local area network (LAN) or wide area network (WAN). The H.323 Setup screen allows you to configure the H.323 name and extension that can be used to dial your system.
Figure 3-6. H.323 Setup Screen
H.323 Name when calling this system—Your system name
(previously configured in the System Name screen) is used to initialized your H.323 name. However, you can change it on this screen. There are no format restrictions for the H.323 name.
H.323 Extension (E.164)—You can also change the extension to
a number that is easy to remember. Your administrator might have specific names and extensions. If you have a Gatekeeper installed on your network, other parties can call you by using
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Chapter 3 - Initial System Setup
the H.323 name or extension. The H.323 name and extension are registered with your Gatekeeper. The Gatekeeper directs the call to your system IP address.
Auto H.323 Dialing—This option is enabled by default to let the
system auto-detect the type of call you are placing (IP or ISDN) based on the video number format. If this option is enabled, the ISDN and H.323 fields are not visible on the Video Phone screen.
Display IP Dialing Extension—This option was previously
configured in the Call Preference screen. For more information, refer to Setting your Call Preference
Note
For additional information about H.323, see Configuration for IP
(H.323) Calls on page 93.
When you have finished, review your entries for accuracy, then highlight the Save icon and press the SELECT button on the remote control.
, on page 62.
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Setting up a Gatekeeper

Use the Gatekeeper screen to configure an IP (H.323) Gatekeeper. For more detailed information about the Gatekeeper, refer to
Configuring the Gateway and Gatekeeper
Figure 3-7. Gatekeeper Screen
A Gatekeeper is not required to make an IP-to-IP LAN call. In these situations, select the Off option.
on page 96.
Note
Use Gatekeeper. This option can be set to Off, Specify, or Auto.
•Off—If you do not want to access a Gatekeeper, select this
option.
•Specify—To specify a Gatekeeper, select this option and enter the Gatekeeper’s IP address in the Gatekeeper IP Address field. This information is available from your network administrator.
•Auto—To have your system automatically find an available Gatekeeper, select the Auto option.
Gatekeeper IP Address—This address is provided by your
network administrator.
When you have finished, review your entry for accuracy, then highlight the Save icon and press the SELECT button on the remote control.
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Chapter 3 - Initial System Setup

Initial Setup for ISDN (H.320) Calls

If you have an ISDN connection, you will need to configure the appropriate interface (V.35/RS-449/RS-530, or BRI). Refer to the appropriate ISDN network interface section:
V.35/RS-449/RS-530. See Setup for the V.35/RS-449/RS-530
Network Interface on page 67.
BRI. See Setup for the Quad BRI Network Interface on page 73.

Setup for the V.35/RS-449/RS-530 Network Interface

If you have a V.35/RS-449/RS-530 network interface module, the following screens are designed to help you with your V.35/RS-449/RS-530 network configuration:
Video Network. See Setting Video Network Options on
page 68.
Dialing Speeds. See Selecting Dialing Speeds on page 69.
Broadcast Mode. See Setting Broadcast Mode Options on
page 69.
Advanced Dialing. See Setting Advanced Dialing Preferences
on page 70.
Video Numbers. See Entering V.35/RS-449/RS-530 Video
Numbers on page 72.
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ViewStation EX User Guide
Setting Video Network Options
Use the Video Network screen to set the parameters for your V.35/RS-449/RS-530 video network.
Figure 3-8. Video Network Screen
You can set the following options on this screen:
RS-366 Dialing—Enable this option if you want to call from the
system through the DCE connection to the far-end videoconferencing system. Disable this option if you are using your DCE to dial the call or if you have a dedicated connection to the far site.
Note
If the RS-366 Dialing option is enabled, you need to select Dialing Speeds on this screen (see the following Selecting
Dialing Speeds section).
V.35 Ports Used—Select 1 if you are placing only 1-channel
calls. Select 1+2 if you are placing 2 x 56 Kbps or 2 x 64 Kbps channel calls.
Dialing Protocol—RS-366 appears as the dialing protocol if the
RS-366 Dialing option is enabled. If the RS-366 Dialing option is disabled, the Dialing Protocol does not appear.
Broadcast Mode—Enable or disable H.331 Broadcast Mode if
the system is connected to the network via satellite.
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When you have finished, highlight the Save icon and press the SELECT button on the remote control.
Selecting Dialing Speeds
If you enabled RS-366 Dialing, select the Dialing Speeds icon in the Video Network screen.
1. Select the dialing speeds on this screen. The default speeds are
2 x 64 Kbps, 256 Kbps, 384 Kbps, 512 Kbps, and 768 Kbps.
2. To add or remove speeds, scroll through the data rates and press the SELECT button on the remote control to select your preferred dialing speeds; a red check appears when a dialing speed is selected.
Chapter 3 - Initial System Setup
Figure 3-9. Dialing Speeds Screen
Note
The selected dialing speeds apply only to RS-366 calls. Nx56 and Nx64 are for H.320 calls, while IPx56 and IPx64 are for H.323 calls. For non-dialed calls, the call speed is determined by the DCE.
Setting Broadcast Mode Options
If you enabled the Broadcast Mode option on the Video Network screen, the Broadcast Mode Setup icon appears. Selecting this icon takes you to the Broadcast Mode screen. For more information on
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ViewStation EX User Guide
Setting Advanced Dialing Preferences
the Broadcast Mode screen, refer to Setting up Satellite (H.331)
Broadcast Mode on page 105.
If you enabled RS-366 Dialing, the dialing prefixes and suffixes are set for calls from the system on the Advanced Dialing screen.
The Advanced Dialing screen lets you select the Calling Profile associated with dialing through a DCE.
Figure 3-10. Advanced Dialing Screen
Calling profiles for several manufacturers are included in your system.
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Chapter 3 - Initial System Setup
To select and modify the calling profiles:
1. Select the Calling Profile field. The following calling profile list appears.
Figure 3-11. Advanced Dialing Screen (Calling Profile List)
2. Select the appropriate equipment/manufacturer from the
drop-down list and press the SELECT button on the remote control.
3. When you have finished, review your entry. The Prefix or Suffix information (depending on the equipment name that you selected) is now visible on the Advanced Dialing screen.
4. Highlight the Save icon and press the SELECT button on the remote control.
Note
You have to enter the information only once on the Advanced Dialing screen. When you place a call, there is no need to enter
the prefix again—simply select the preferred dialing speed, and your system enters the proper prefix.
Dialing Prefix and Suffix Information. Dialing prefixes are numbers and characters that are sent to your DCE equipment before sending the number dialed.
Dialing suffixes define the dialing speed of the DCE equipment. This provides the users with the ability to select the dialing speed when placing a call.
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ViewStation EX User Guide
Entering V.35/RS-449/RS-530 Video Numbers
Prefixes and suffixes are a function of your DCE. Please consult the DCE user guide for additional information on setting dialing profiles.
If you enabled RS-366 Dialing, the Video Numbers screen appears.
Figure 3-12. Video Numbers Screen
To enter video numbers:
1. Enter the numbers that other sites can dial to call your system.
2. When you have finished, review your entry, then highlight the Save icon and press the SELECT button on the remote control.
For additional information about V.35/RS-449/RS-530 configuration, see Advanced V.35/RS-449/RS-530 Network
Interface Configuration on page 103.
The initial configuration process specific to the V.35/RS-449/RS-530 network interface is complete. To continue with the initial configuration process, skip to Final Out-of-Box System Setup
Screens on page 76.
Note
If you disabled RS-366 Dialing, you are operating in direct connect mode and the Video Numbers screen will not be displayed.
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The initial configuration process specific to the V.35/RS-449/RS-530 network interface is complete. To continue with the initial configuration process, skip to Final Out-of-Box System Setup
Screens on page 76.

Setup for the Quad BRI Network Interface

If you have a Quad BRI network interface connected to your system, the following initial BRI configuration screens are displayed:
ISDN Video Numbers. See Entering ISDN Video Numbers on
page 73.
Auto Detect SPIDs. See Entering Service Profile Ids Manually
on page 74.
ISDN Switch Protocol. See Selecting the ISDN Switch Protocol
on page 75.
Chapter 3 - Initial System Setup
Entering ISDN Video Numbers
On the ISDN Video Numbers screen, enter the area code or the STD code and ISDN number assigned to your system. Your service provider should have given you this number when you purchased your ISDN line.
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ViewStation EX User Guide
Entering Service Profile Ids Manually
When you are finished, highlight the Save icon and press the SELECT button on the remote control.
Figure 3-13. ISDN Video Numbers Screen
On the Auto-Detect SPIDs screen, enter the Service Profile ID numbers for your system. If you are connected to an internal phone system (PBX), you may not need to enter SPIDs.
If the system is unable to find your SPIDs, make sure you are connected and that you entered your ISDN numbers correctly.
Figure 3-14. Auto Detect SPIDs Screen
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Selecting the ISDN Switch Protocol
Select the ISDN switch protocol according to the ISDN switch type used with the ISDN network.
Figure 3-15. ISDN Switch Protocol Screen
For more information about advanced BRI setup, see Advanced
Quad BRI Network Interface Configuration on page 111.
Chapter 3 - Initial System Setup
Note
The initial configuration process specific to the BRI network interface is complete. To continue with the initial configuration process, skip to Final Out-of-Box System Setup Screens
© Polycom, Inc. 2003 75
on page 76.
ViewStation EX User Guide

Final Out-of-Box System Setup Screens

The following screens complete the initial system configuration of your system.
Outside Line Calls. See Configuring for Outside Line Calls
page 76.
Telephone Numbers. See Adding a Telephone Number
Administrator Password. See Setting the Administrator Password
on page 77.

Configuring for Outside Line Calls

If your system is on a PBX, enter the number to dial for outside line access on the Outside Line Calls screen.
on
on page 77.
Figure 3-16. Outside Line Calls Screen
This number is usually 9 or 0. The system automatically dials this number before your video numbers.
Leave this screen blank if you do not need to dial a number to access an outside line. When you have finished, highlight the Save icon and press the SELECT button on the remote control.
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Adding a Telephone Number

On the Telephone Numbers screen, enter the number of the analog telephone line that is connected to your system.
Figure 3-17. Telephone Numbers Screen
You can enter the number of another telephone in the same room as the ViewStation EX system. When you have finished, highlight the Save icon and press the SELECT button on the remote control.
Chapter 3 - Initial System Setup

Setting the Administrator Password

The Administrator Password screen contains an initial administrator password, which is your system’s serial number.
The administrator password allows access to all the Admin Setup screens using the user interface or the Web interface.
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You can change, remove, or keep the initial password.
Figure 3-18. Administrator Password Screen
To change the administrator password:
1. Highlight the password field using the remote control.
2. Backspace over the initial password (the system’s serial
number) using the left arrow key on the remote control.
3. When the field is empty, start entering your new password as follows:
Enter numbers using the remote control’s keypad. Enter letters and characters as directed below:
a. Press the SELECT button on the remote control: the
on-screen keyboard appears.
b. Highlight each letter and/or character from the keyboard
using the remote control arrow keys.
c. Select the letter or character by pressing the SELECT button
on the remote control.
d. When you are done with your selection, select the Enter key
(bottom right-most key) on the on-screen keyboard using the remote control.
4. Select the on-screen Save icon to save your changes.
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Setting up the Firewall

If your system is behind a firewall, please refer to the appropriate section in the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000 to find out how to configure your system and your router.
Chapter 3 - Initial System Setup
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ViewStation EX User Guide

Verifying Initial Setup

After the initial system configuration is complete, the system returns to the main menu.
The main screen is the starting point for everything you do on the ViewStation EX. From the main screen you can access the Video Phone screen (by selecting the Video Call icon), the Address Book, all the System Info screens, and the Tel e p ho n e .
The following information explains how to place a test call, and how to interpret the main screen’s network connectivity indicators.

Placing a Test Call

Once you have configured your ViewStation EX, you can place a test call to one of the numbers that have been pre-programmed into the Address Book of your ViewStation EX.
To place a test call:
1. Highlight the Address Book icon on the main screen and press the SELECT button on the remote control.
2. Highlight the Address Book icon again and press the SELECT button on the remote control.
3. Use the arrow buttons on the remote control to select a location and press the SELECT button on the remote control to place the call.

Checking the Network Connectivity Indicators on the Main Screen

Network connectivity indicators are also displayed on the main screen (see the following section for more information).
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IP Address and ISDN Number. If you press down the feet on the remote control, the IP address and/or the ISDN number of the system appear at the bottom of the main page. This is a fast and convenient way to view your IP address or ISDN number.
Network Line Check Indicators
Every time you power on your system, a numbered yellow indicator appears for every network line below the Video Call icon. If it is yellow, it indicates that the system is checking to see if the network lines are connected.
If the indicator changes to a green up arrow, system has found the network line.
If the indicator changes to a red down arrow, the system was unable to find the network line. In this case, check your network connection and verify that you entered the numbers correctly.
Chapter 3 - Initial System Setup
Note
Figure 3-19. ViewStation EX Main Screen
ISDN Line Check Indicators
The system checks the configuration of the ISDN lines every time you power them on. As the system confirms each line, another line
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indicator appears on the ISDN check icon. Once the first ISDN line (line 1) connects, you can make a call.
Once the check is complete, and if the ISDN lines are properly configured, the indicator disappears. If it does not disappear, you should check the physical connections and the configuration of the ISDN lines.
Figure 3-20. Main Screen (showing network conditions)
Gatekeeper Status Indicators
Depending on the option selected on the Gatekeeper screen, one of the following status indicators will appear on the main screen every time you power on your system:
Yellow Icon—The system cannot find the Gatekeeper.
Red Icon—The system has detected the Gatekeeper, but it is not
allowed to register with the Gatekeeper.
Green Icon—The system has found the Gatekeeper and it is
registered with the Gatekeeper.
No Icon—No Gatekeeper was specified or set to Off in the
Gateway & Gatekeeper screen (System Info > Admin Setup > LAN/H.323 > H.323 > Gateway & Gatekeeper).
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4
Advanced Configuration for
your Network Environment
In this chapter, you will find advanced network configuration information which can be used to enhance your videoconferencing and network environment, or to change specific options set up during the ViewStation EX system’s initial out-of-box configuration.
Topics in This Chapter
The following topics are included in this chapter.
Top ic Description Page
Configuration of the LAN Settings
Configuration for IP (H.323) Calls
Configuration for ISDN (H.320) Calls
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This topic explains how to configure the LAN and Intranet settings, how to set advanced LAN options, and how to configure the firewall and LAN connection.
This topic contains advanced configuration information needed to set up your ViewStation EX for IP calls. It describes how to configure the Gateway and Gatekeeper information within the frame of OneDial.
The advanced configuration screens for the V.35/RS-449/RS-530 and BRI network interfaces are explained in this topic.
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Top ic Description Page
Configuration of the Global Address Book
Configuration for the Global Management System
Configuring Streaming Preferences
Configuring SNMP Preferences
Configuring Quality of Service
This topic describes how to configure the Global Address server, Global Address Book preferences, ISDN private numbers, and dialing rules.
This topic describes how to set up your system to be managed remotely by the Global Management System.
This topic covers the configuration options needed to set up your system for streaming.
This section contains information about the different SNMP options.
This topic contains information about type of service and dynamic bandwidth.
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Chapter 4 - Advanced Configuration for your Network Environment

Configuration of the LAN Settings

This section contains advanced configuration information needed to set up the LAN options of your ViewStation EX system.
The following LAN and Intranet configuration screens are described in detail in this section:
LAN & Intranet. See Configuring LAN and Intranet Settings.
LAN Settings. See Selecting Advanced LAN Settings.
Firewall & LAN Connection. See Configuring Firewall and
LAN Connection Settings.
Tip
When you have finished editing the information on a screen, you can save your changes and return to the previous screen in one of two ways: press the MENU button on the remote control or highlight the Menu icon and press the SELECT button on the remote control.

Configuring LAN and Intranet Settings

The LAN & Intranet screen allows you to view LAN settings information and to enter or modify information needed to access your LAN.
To access the LAN & Intranet screen:
Select System Info > Admin Setup > LAN/H.323 > LAN/Intranet > LAN & Intranet.
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Figure 4-1. LAN & Intranet Screen
On this screen, you can configure the following options:
LAN Host Name—The host name is the DNS name given to
your system by the network administrator. This name can be used in place of an IP address when dialing IP calls.
A LAN host name is required. It cannot be deleted or left blank. When the LAN host name is changed, the system prompts the user for a reboot.
The LAN host name follows these format rules:
It starts and ends with an English letter (A-a to Z-z). It is not
case sensitive.
It ends with an English letter (A-a to Z-z) or a number (0 to
9).
The characters inside the LAN host name can be English
letters, numbers, and hyphen.
It cannot be longer than 63 characters. The initial LAN host name is initialized as follows during the
out-of-box setup sequence:
If the system name is a valid LAN host name (meaning that
it follows the preceding format rules), then the LAN host name is the same as the system name.
If the system name is not a valid LAN host name (meaning
that it does not follow the preceding format rules), the invalid characters are removed from the system name to
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Chapter 4 - Advanced Configuration for your Network Environment
obtain a valid LAN host name. If the resulting string is empty, the default LAN host name is Admin.
WINS Resolution—WINS resolution (Windows Internet Name
Service) allows a network device name (the name of your ViewStation EX system) to be resolved to an IP address in a routed environment.
When this option is selected, the system sends requests to the WINS server for WINS name resolution.
DHCP—The Dynamic Host Configuration Protocol allows a
server to dynamically assign IP addresses to devices on a LAN. You can set the DHCP option to Off, Client, or Server.
•Off: When Off is selected, the IP address, DNS servers, default gateway, subnet mask, and WINS server information must be entered as static addresses. These addresses are permanent until they are manually changed.
Client: If your system is connected to a LAN, enable the Client option. When this option is selected, your company’s
DHCP server automatically assigns an IP address, a DNS server address, a default gateway, a subnet mask, and a WINS server address. When Client is enabled, the options
IP Address, DNS Servers, Default Gateway, Subnet Mask, and WINS Server cannot be changed.
Server: If you are connecting the system directly to a PC
that is not connected to the network, enable the Server option. When this option is selected, the system’s DHCP server can assign up to 12 IP addresses ranging from 1.1.1.3 to 1.1.1.14 to network devices on your LAN.
The Server button is visible on the LAN & Intranet screen only if the option Allow System to be a DHCP Server has been previously enabled in the System Info screen of the Softupdate application.
For more information about enabling the option Allow System to be a DHCP Server, refer to Upgrading Software
on page 45.
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Warning
Do not select the Server option if your system is on a LAN with other computers. If you do, the system provides IP addresses to the other computers on the LAN even though the LAN already has a DHCP server. Your system administrators may have to repair any network problems this causes.
IP Address—If the DHCP Client option is selected, an IP
address is automatically assigned to the system from your network server and you cannot make any change to this field. If the DHCP Off option is selected, you need to enter a static IP address for your system. The IP address can be obtained from your network administrator or your IT department.
DNS Servers—DNS servers are computers which translate
domain names (example: www.polycom.com) into IP addresses.
If the DHCP Client option is selected, the DNS server addresses are automatically filled in and you cannot make any change to this field. If the DHCP Off option is selected, you need to enter the DNS server addresses manually. These addresses can be obtained from your network administrator or your IT department.
Default Gateway—The default Gateway is a router on the local
network. Its main task it to act as an interpreter between two systems that do not use the same communications protocol, data formatting, and other network functions. Your system must go through this router to access destinations outside of its network.
If the DHCP Client option is selected, the Default Gateway address is automatically filled in and you cannot make any change to this field. If the DHCP Off option is selected, you need to enter the address manually. This information can be obtained from your network administrator or your IT department.
Subnet Mask—A subnet mask is a number that identifies a
subnetwork so that an IP address can be shared on a local
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network. This is the subnet mask of the LAN to which your system is connected.
If the DHCP Client option is selected, the subnet mask address is automatically filled in and you cannot make any change to this field. If the DHCP Off option is selected, you need to enter the address manually. The subnet mask can be obtained from your network administrator or your IT department.
WINS Server—This is a Windows NT computer that resolves
computer names to IP addresses in a routed environment. Find out from your network administrator or your IT department whether you need a WINS Server IP address or not.

Selecting Advanced LAN Settings

You can select the LAN port on your system and set or change its LAN speed and duplex mode on the Advanced LAN Settings screen.
To access the Advanced LAN Settings screen:
Select System Info > Admin Setup > LAN/H.323 > LAN/Intranet > Advanced LAN Settings.
Figure 4-2. Advanced LAN Settings Screen
On the Advanced LAN Settings screen, you can select a LAN port and a LAN speed as described below:
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Note
Before you select a LAN speed and duplex mode, find out from your network administrator what speed and duplex mode are supported by the switch to which your system is connected.
Select LAN Port—The ViewStation supports a LAN port and a
PC port:
The LAN Port option represents the LAN port on the back of your system. This port is used to directly connect your system to your LAN network.
The other port, the PC Port, can be used to connect a device to the LAN network through your system (which, in this case, acts as a hub), or to directly connect a device such as a PC to a system not on the LAN network.
LAN Speed—This option can be set to Auto, 10 MBps, or 100
MBps (megabits per second).
•Auto: When this option is selected, the network switch to
which the system is connected automatically negotiates the LAN speed and duplex mode.
10 MBps or 100 MBps: When one of these LAN speeds is selected, a duplex mode must be selected (see Duplex Mode below).
Duplex Mode—This option can be set to Auto, Full, or Half.
•Auto: When this option is selected, the network switch to which the system is connected automatically negotiates the duplex mode.
•Full: This duplex mode allows for bi-directional, simultaneous, two-way communications.
•Half: This duplex mode allows for bi-directional data transmission, but not at the same time.
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Configuring Firewall and LAN Connection Settings

The Firewall & LAN Connection screen allows the LAN manager to configure firewall options.
To access the Firewall & LAN Connection screen:
Select System Info > Admin Setup > LAN/H.323 > LAN/Intranet > Firewall/LAN Connection. The following screen appears:
Figure 4-3. Firewall & LAN Connection Screen
In this screen, you can configure the following options:
Use Fixed Ports—Specify the fixed ports assigned to the system
when working with a firewall. For information on port assignments in multipoint calls, refer to Multipoint Calls and
Firewall Information on page 185.
System is Behind a NAT—This option instructs the system to
use the IP address that appears in the NAT Outside (WAN) Address field as its external IP address. When using a Virtual Private Network (VPN) for your network connection, make sure that System is Behind a NAT is not selected.
Auto Discover NAT—When this option is selected, the system
can get its IP address from the NAT device.
NAT Outside (WAN) Address—Specify the external IP address
used by your NAT. If the system is unable to discover your external IP address automatically, you can enter it here.
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Note
For more information about configuring your system to operate behind a NAT (Network Address Translation) device, refer to the
Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
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Configuration for IP (H.323) Calls

This section contains advanced configuration information needed to set up your ViewStation EX system for IP calls.
The following IP configuration screens are described in detail in this section:
H.323 Setup. See Configuration for IP (H.323) Calls.
Dialing Speed. See Selecting Dialing Speeds.
Gateway & Gatekeeper. See Setting the Gateway and
Gatekeeper.
Gateway Number. See Configuring the Gateway Number.
Gateway. See Selecting your Gateway Prefix and Suffix.
To access the system’s IP (H.323) configuration screens:
Select System Info > Admin Setup > LAN/H.323.
Note
When your IP configuration is complete, you may want to place a test call. For information about placing a call, refer to Video Calls
page 148.
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Configuring H.323 Name and Extension

The H.323 name and extension that can be used to dial your system are configured in the H.323 Setup screen.
To access the H.323 Setup configuration screen:
Select System Info > Admin Setup > LAN/H.323 > H.323 > Setup. The H.323 Setup screen appears.
Figure 4-4. H.323 Setup Screen (configuration)
Following is a description of the options displayed on the screen:
H.323 Name when calling this system—Your system name
appears as your H.323 name, but you can change it on this screen.
H.323 Extension (E.164)—This is the number that is needed to
access a specific LAN device for incoming calls. You can change the extension to a number that is easy to remember. Your administrator might have specific names and extensions. If you have a Gatekeeper installed on your network, other parties can call you by using the H.323 name or extension. The H.323 name and extension are registered with your Gatekeeper.
Auto H.323 Dialing—When this option is enabled, the system
is able to automatically detect the type of call you are placing (IP or ISDN) based on the video number format. Consequently, the ISDN (or V. 3 5 ) and IP fields are not visible on the Video Phone screen. This option is enabled by default.
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Display IP Dialing Extension—This extension is needed when
placing a call through a Gateway. When this option is selected, the Extension field is visible in the Video Phone screen.
It is a good idea to consult your network administrators before changing your H.323 name and extension; they might have specific names and extensions they want you to use.

Selecting Dialing Speeds

The Dialing Speeds lets you limit the choices that appear as speed selections. Offering a minimum number of speeds is a way to lower network traffic. The speeds that are selected in this screen will be displayed as dialing speed selections in the Video Phone and in the Address Book screens.
Chapter 4 - Advanced Configuration for your Network Environment
Note
To access the Dialing Speeds screen:
Select System Info > Admin Setup > LAN/H.323 > H.323 > Dialing Speeds. The Dialing Speeds screen appears.
Figure 4-5. Dialing Speeds Screen
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To select dialing speeds:
1. Choose the appropriate dialing speeds. The default dialing speeds are 2 x 64 Kbps, 128 Kbps, 256 Kbps, 384 Kbps, 512 Kbps, and 768 Kbps.
2. To add or remove speeds, scroll through the data rates and press the SELECT button on the remote control to select your preferred dialing speeds; a red check appears when a dialing speed is selected.
The Nx56 and Nx64 columns list the dialing speeds available for ISDN calls.
The IPx56 and IPx64 columns list the dialing speeds available for IP calls.

Configuring the Gateway and Gatekeeper

Overview
Gateway and Gatekeeper settings are configured in several screens:
Gateway & Gatekeeper. See Setting the Gateway and
Gatekeeper.
Gateway Number. See Configuring the Gateway Number.
Gateway. See Selecting your Gateway Prefix and Suffix.
These screens let users enter advanced Gateway and Gatekeeper information that is part of Polycom OneDial, a Polycom-proprietary feature.
Note
The configuration screens described in this section require an excellent understanding of Gateways and Gatekeepers. Configuring these options should be best handled by knowledgeable network administrators. Additionally, configuring settings in this screen has no effect if you are not using a Gatekeeper or Gateway.
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A Gatekeeper is a “network administrator” that supervises the network traffic going through it. It manages functions such as address resolution, bandwidth control, admission control, etc. If your system is not registered with a Gatekeeper, it may not be authorized to place IP calls. In particular, the Gatekeeper provides address translation between aliases and IP addresses, allowing users to maintain the same telephone numbers or alias addresses regardless of changes to their network addresses.
A Gateway is a node on two networks that connects two otherwise incompatible networks. It usually performs code and protocol conversion processes. In short, it translates between IP and ISDN protocols.
About Polycom OneDial
Polycom OneDial greatly simplifies videoconferencing dialing by taking care of a number of dialing and network processes in the background. All the user has to do is select a name in the Address Book directory or enter the simplified phone number to initiate a call. This name hides complex configuration information and processes: for example, complicated numbers, prefixes, codes, network choices (IP or ISDN) and gateway and gatekeeper operations. OneDial also takes care of bandwidth renegotiation (downspeeding), alternate routing (if IP routing does not work, OneDial will attempt to do ISDN), and Conference on Demand™.
Chapter 4 - Advanced Configuration for your Network Environment
OneDial lets users from any video endpoint create instant multipoint conferences without network administrator or IT assistance by clicking a name in the Address Book. This service is provided by a combination of Polycom’s products PathNavigator™ (a call processing server) and the MGC-110 or MGC-50 (multipoint control unit).
OneDial is part of PathNavigator, a call processing server that performs Gateway, Gatekeeper, and name resolution operations in the background.
For more in-depth descriptions and configuration information about OneDial and PathNavigator, refer to the Integrators’ Reference Manual for ViewStation EX, ViewStation FX, and VS4000.
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Setting the Gateway and Gatekeeper
The Gateway & Gatekeeper screen allows you to enter advanced H.323 information, a Gatekeeper IP address if needed, and select a route for your outbound calls.
To access the Gateway & Gatekeeper screen:
Select System Info > Admin Setup > LAN/H.323 > H.323 > Gateway & Gatekeeper.
Changes made in the Gateway & Gatekeeper screen will cause the system to automatically reset itself in order to enable the new configuration and properly register with the Gatekeeper.
Figure 4-6. Gateway & Gatekeeper Screen
On this screen, you can set the following options:
H.323 Name—If you are registered with the Gatekeeper, this is
the name that can be used to call your system.
H.323 Extension (E.164)—H.323 extensions are needed for
inbound calls going through a Gateway. This extension number is associated with a specific LAN device. Incoming callers are prompted to enter the H.323 extension to access a specific LAN device behind the Gateway. This number may be assigned by the telephone company or by your network administrator.
Use Gatekeeper—The options are Off, Specify, and Auto.
•Off: If you do not want to access a Gatekeeper, select the
Off option.
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