Polycom VS4000, VIEWSTATION FX, VIEWSTATION EX User Manual

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Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Release 6.0

July 2004 Edition

3725-21650-002/A

Trademark Information

Polycom®, the Polycom logo design, ViewStation®, and Vortex® are registered trademarks of Polycom, Inc. Global Management System Polycom, Inc. in the United States and various other countries. All other trademarks are the property of their respective owners.

Patent Information

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

™

, Siren™ 14, PowerCam™, Pro-Motion™, and Visual Concert™ are trademarks of

Polycom Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA

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

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

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

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Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

Key Features ............................................................................................................................................1-2

Breakthrough Video Quality ..........................................................................................................1-2

Industry-Leading Audio Quality ..................................................................................................1-2

AES Encryption Support ................................................................................................................1-2

Additional Security Features .........................................................................................................1-3

Easy Calling ......................................................................................................................................1-3

Rich Conference Experience ...........................................................................................................1-3

Enhanced User Experience .............................................................................................................1-4

Network Flexibility .........................................................................................................................1-4

Remote Management ......................................................................................................................1-5

Easy Installation ...............................................................................................................................1-5

Standard System Components ..............................................................................................................1-6

Main System .....................................................................................................................................1-6

Remote Control ................................................................................................................................1-6

Main Camera ....................................................................................................................................1-7

Microphone ......................................................................................................................................1-7

Power Supply ...................................................................................................................................1-7

Hardware Kit ....................................................................................................................................1-8

Cables ................................................................................................................................................1-8

Documentation ...............................................................................................................................1-10

Optional System Components ............................................................................................................1-11

Network Interface Modules .........................................................................................................1-11

Additional Microphone Pod ........................................................................................................1-11

Visual Concert FX ..........................................................................................................................1-12

Document Camera or Other Additional Camera .....................................................................1-12

Additional Monitor .......................................................................................................................1-13

VCR ..................................................................................................................................................1-13

Projector ..........................................................................................................................................1-13

Other Optional Components .......................................................................................................1-14

Contents

Chapter 2 - Setting Up Your System Hardware

Standard System Set-up .........................................................................................................................2-2

Positioning the Main System .........................................................................................................2-2

Main Camera ....................................................................................................................................2-3

Main Monitor ...................................................................................................................................2-5

Microphone ......................................................................................................................................2-7

Power Supply ...................................................................................................................................2-8

Remote Control ................................................................................................................................2-9

Optional Equipment Set-up ................................................................................................................2-10

Network Interface Modules .........................................................................................................2-10

ISDN Network Hardware Checklist ....................................................................................2-11

Quad BRI Network Interface Module .................................................................................2-11

PRI Network Interface Module ............................................................................................2-13

V.35/RS-449/RS-530 Network Interface Module .............................................................2-15

Additional Microphone Pod ........................................................................................................ 2-16

Visual Concert FX .......................................................................................................................... 2-16

Document Camera or Other Additional Camera .....................................................................2-18

Additional Monitor .......................................................................................................................2-21

Projector .......................................................................................................................................... 2-23

VCR ................................................................................................................................................. 2-23

Other Optional Components .......................................................................................................2-25

Chapter 3 - Configuring Network Use

Getting the Network Ready ..................................................................................................................3-2

Network Connectivity Checklist .......................................................................................................... 3-2

Using the Setup Wizard .........................................................................................................................3-3

Configuring Video Call Preferences .................................................................................................... 3-4

Configuring IP Calling ...........................................................................................................................3-5

Configuring LAN Support .............................................................................................................3-5

Configuring the System for Use with a Firewall or NAT .......................................................... 3-7

Specifying H.323 Settings ...............................................................................................................3-9

Configuring Dialing Speeds ........................................................................................................3-10

Configuring the System to Use a Gatekeeper ........................................................................... 3-10

Configuring the System to Use a Gateway ................................................................................ 3-11

Specifying Quality of Service ....................................................................................................... 3-12

Configuring ISDN Support ................................................................................................................. 3-13

Configuring Inverse Multiplexer (IMUX) Settings .................................................................. 3-13

Configuring the Quad BRI Network Interface ..........................................................................3-15

Configuring the PRI Network Interface ..................................................................................... 3-15

Configuring the Serial V.35/RS-449/RS-530 Network Interface ........................................... 3-18

Configuring the Global Address Book .............................................................................................. 3-22

Configuring the Global Address Book Server Settings ...........................................................3-22

Setting Global Address Book Preferences ................................................................................. 3-23

Configuring the System for Use on a Private Network ........................................................... 3-24

Setting the Dialing Rules ..............................................................................................................3-25

Placing a Test Call ................................................................................................................................ 3-27

Keeping your Software Current ......................................................................................................... 3-28

Chapter 4 - Designing the User Experience

Managing User Access to Settings and Features ............................................................................... 4-2

Setting the Admin Password .........................................................................................................4-2

Screens that Require the Admin Password for Access .............................................................. 4-3

Letting Users Customize the Workspace .....................................................................................4-4

Limiting What Users Can Do With the System .......................................................................... 4-5

Designing Video and Audio Behaviors ............................................................................................... 4-5

Configuring Camera Settings ........................................................................................................ 4-6

Configuring TV Monitors ..............................................................................................................4-7

Configuring the Content Display ..................................................................................................4-8

Configuring a VCR to Record Calls ............................................................................................ 4-10

Configuring Telephone and Audio Settings ............................................................................. 4-11

Configuring for Use with a Touch Panel Control .................................................................... 4-11

Displaying Closed Captions ........................................................................................................ 4-12

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Configuring Data Conferences and Streaming Calls .......................................................................4-13

Configuring Data Conferences ....................................................................................................4-13

Configuring and Starting Streaming Calls .................................................................................4-13

Designing General System Behaviors ................................................................................................4-16

Configuring General Setup ..........................................................................................................4-16

Configuring Multipoint Calling ..................................................................................................4-18

Entering a Multipoint Software Registration Key (ViewStation EX only) .....................4-18

Including More than Three Other Sites in a Cascaded Call .............................................4-19

Configuring Multipoint Settings ..........................................................................................4-20

Configuring with PathNavigator’s Conference on Demand feature ..............................4-21

Setting the Call Answering Mode ...............................................................................................4-21

Configuring AES Encryption .......................................................................................................4-22

Setting Passwords and Security Options ...................................................................................4-23

Setting System Time ......................................................................................................................4-24

Helping Users Get Started ...................................................................................................................4-25

Chapter 5 - Managing the System Remotely

Using the Web Interface .........................................................................................................................5-2

Using the PMAC Wizard .......................................................................................................................5-3

Using the Address Book Utility ............................................................................................................5-4

Adding or Editing Address Book Entries ....................................................................................5-4

Maintaining Address Book Entries on Systems ..........................................................................5-4

Maintaining Address Book Files on Your PC ..............................................................................5-5

Using the System with GMS .................................................................................................................5-6

Setting Up SNMP ....................................................................................................................................5-9

Chapter 6 - System Usage and Statistics

System Information ................................................................................................................................6-2

Network Statistics and Advanced Statistics .......................................................................................6-3

Call Status ................................................................................................................................................6-3

Call Log ....................................................................................................................................................6-5

Information in the CDR ..................................................................................................................6-5

Call Detail Report (CDR) Archives ...............................................................................................6-7

Chapter 7 - Diagnostics and General Troubleshooting

Sending a Message ..................................................................................................................................7-2

System Management Screens Quick Reference ..................................................................................7-2

Diagnostics Screens ................................................................................................................................7-3

Indicators .................................................................................................................................................7-8

System Lights ...................................................................................................................................7-8

Network Line Check Icons .............................................................................................................7-8

Network Interface Lights ................................................................................................................7-9

General Troubleshooting .....................................................................................................................7-11

Critical Problems ...........................................................................................................................7-11

Severe Problems .............................................................................................................................7-14

Moderate Issues .............................................................................................................................7-18

Minor Issues ...................................................................................................................................7-19

Normal System Behaviors ............................................................................................................7-24

How to Contact Technical Support ....................................................................................................7-25

By Telephone ..........................................................................................................................7-25

By Internet ...............................................................................................................................7-25

Chapter A - Installation Notes

Predeployment Planning ......................................................................................................................A-2

ISDN Provisioning ................................................................................................................................A-3

ISDN PRI .........................................................................................................................................A-3

ISDN BRI .........................................................................................................................................A-4

Chapter B - Network Configuration Notes

Predeployment Worksheet ....................................................................................................................B-2

Chapter C - Troubleshooting Notes

Q.850 Cause Codes ................................................................................................................................ C-1

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About this Guide

The Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000 is for administrators who need to:

• Learn about and set up the system hardware

• Configure the system for use in your network environment

• Customize the behavior and appearance of the system for easy and efficient use

• Obtain information about calls made by the system, and gather network usage and performance data

• Troubleshoot any issues that occur with the system

Key Features

Breakthrough Video Quality

❑ Best for low bandwidth calls — The newly-supported H.264 standard

provides twice the video quality of H.263 in calls that use lower line rates.

❑ Best for high bandwidth calls — Polycom’s own standards-based

Pro-Motion™ 50/60 fields per second video provides television-like quality in high bandwidth calls.

Industry-Leading Audio Quality

❑ Customizable audio sources — You can connect an external audio system or

a mixer for additional control over what people hear at the far site.

❑ Better sound in large rooms — Improve the audio pick-up in larger rooms by

connecting a second omnidirectional microphone pod.

AES Encryption Support

❑ Standards-based encryption at all speeds up to 2Mbps

• The ViewStation EX, ViewStation FX, and VS4000 systems now offer an Advanced Encryption Standard (AES) encryption option for secure point-to-point and multipoint calling (IP and ISDN).

• The encryption option supports National Institute of Standards and Technology (NIST) approved, FIPS 197 compliant 128-bit AES encryption with extended Diffie-Hellman key distribution recommended by the H.325 (version 3) standard.

❑ Encryption features include:

• Optional automatic encryption of point-to-point and multipoint calls.

• On-screen indicators that show whether encryption is in use during calls.

• Interoperability with other systems using the H.235 (version 3) standard

encryption implementation.

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Additional Security Features

❑ Control remote access — The local administrator can specify which remote

management interfaces can be used — FTP, Telnet, SNMP, or the ViewStation web interface. The local administrator may choose not to allow remote management.

❑ Connect encryption equipment to the system — Add the optional Serial

V.35/RS-449/RS-530 Network Interface Module to support V.35, RS-449, and RS-530 devices.

❑ Use an optical dialing isolator — The Serial V.35/RS-449/RS-530 Network

Interface Module supports NSA-approved optical dialing isolators.

Easy Calling

❑ Multipoint calling — You can place IP, ISDN, and mixed calls that include up

to three other sites at once using the internal multipoint capability. This is standard on ViewStation FX and VS4000, and optional on the ViewStation EX.

Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

For information about purchasing the multipoint call option for ViewStation EX, please contact your Polycom distributor.

❑ Cascaded multipoint calls — The sites that you call may also call other sites.

By calling up to three other sites, and allowing each of them to add one or two more sites, you can connect up to ten sites in a call without using an external bridge.

❑ Dial-in calling — Allow others to call your system (IP, ISDN, or analog

telephone line) while it is in a call, for additional flexibility in multipoint calling.

Rich Conference Experience

❑ See more with single-monitor systems — Use the continuous presence

viewing mode to show all sites on a single monitor.

❑ Additional monitors — Connect an additional television monitor to show the

far site, and a VGA monitor or projector to show presentation material. The ViewStation FX and VS4000 allow you to connect up to three additional television monitors, for a total of four.

❑ Additional camera — Add a document camera to show printed documents

and other objects. The ViewStation FX and VS4000 also allow you to add an auxiliary pan/tilt/zoom (PTZ) camera to provide a second view of your site.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

❑ High resolution data collaboration — You can use the optional Visual

Concert FX to share content from your computer at up to 1280 x 1024 resolution, while your system continues to send live video from your site.

❑ Call streaming — Multicast your conference to additional viewers via the web

interface.

Enhanced User Experience

❑ New remote control design — Navigate through the configuration screens

and place calls easily using the new remote control.

•Go Back — Navigate back through the menus using the Back button.

•Go Home — Return to the main screen with one button press.

• Enter a dot — Enter addresses and names that include dots using the Dot

button.

• Color-coded buttons — Buttons for related features are color coded to help you find them quickly.

The new remote control is compatible with older ViewStation EX, ViewStation FX, and VS4000 systems. For information about purchasing a new remote control, please contact your Polycom distributor.

❑ Improved control of content with Visual Concert FX — You can set the

Network Flexibility

❑ Built-in LAN connectivity — ViewStation EX, ViewStation FX, and VS4000

❑ Optional ISDN connectivity — Quad BRI and V.35/RS-449/RS-530 network

❑ Support for private networks — If you use an ISDN network interface, you

system to allow participants to share content as soon as the PC is connected, or when they press the Play button on the Visual Concert FX unit.

systems include a dual 10/100 Ethernet port, providing connectivity for a PC or other device in addition to allowing IP calls.

interfaces are available for ViewStation EX, ViewStation FX, and VS4000 systems. In addition, a PRI network interface is available for ViewStation FX and VS4000 systems.

can configure your system for your organization’s private network.

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❑ POTS connectivity — The ViewStation EX, ViewStation FX, and VS4000

systems can be connected to analog telephone networks.

❑ Mixed multipoint calling — ViewStation EX, ViewStation FX, and VS4000

systems can place multipoint calls that include both IP and ISDN sites.

Remote Management

❑ Address Book Utility — Maintain system address books easily with the

enhanced Address Book Utility. You can add entries and save them to your PC and then transfer them to other ViewStation and VSX systems in your organization.

❑ Secure remote management — The local administrator’s password on the

system prevents users from changing system configuration while allowing you to manage the system remotely.

❑ Call Detail Reports — Access the system’s call history from the web interface.

You can download the data to a spreadsheet application for sorting and formatting.

Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

Easy Installation

❑ Remote diagnostics — Tools in the web interface allow you to identify and

correct issues that affect the user’s experience.

❑ Simple setup, flexible room arrangement — The ViewStation EX and

ViewStation FX fit conveniently on top of a television monitor. The VS4000 is easy t o install in an equipment rack, on top o f a desk, on a cre denza, or in a cart.

❑ IP or ISDN calling — The ViewStation EX, ViewStation FX, and VS4000

systems have a built-in 10/100 Mb Ethernet port for IP calls. Add the optional Quad BRI or PRI (ViewStation FX and VS4000 only) network interface to make calls over your ISDN telephone lines.

❑ Easy configuration wizard — The system setup wizard detects your network

connections and guides you through configuring the system to work on an IP network or an ISDN network.

❑ Auto-sensing power supply — The system automatically adjusts for line

voltages from 90 to 264 V and line frequencies from 47 to 63 Hz.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Standard System Components

This section describes the standard components that come with ViewStation EX, ViewStation FX, and VS4000 systems. The models differ somewhat in their standard components, as noted in the descriptions of the components.

In addition to the standard components, you can connect optional items to enhance your videoconferences. These are described in the next section, Optional

System Components on page 1-11.

Main System

The ViewStation EX and ViewStation FX set-top systems provide cutting-edge videoconferencing technology in a sleek design. The set-top contains the main camera, system software, and internal hardware.

The VS4000 is a rack-mounted videoconferencing system that provides enhanced videoconferencing capabilities including connections for up to three cameras and a VCR or DVD, up to five monitors (four NTSC or PAL and one VGA), VCR inputs and outputs, LAN connectivity for a computer, and connections for an external audio system.

ViewStation EX

The original VS4000 uses 4-pin mini-DIN connectors for all S-Video connections; the enhanced VS4000 uses dual BNC connectors.

ViewStation FX

VS4000

Remote Control

The remote control is designed to make it easy to set up and operate the system — a clearly marked, color-coded button corresponds to each common user task.

For more information about how to use the remote control, refer to the Getting Started Guide available in the Documentation Library on the CD that came with the system or at the Polycom web site, www.polycom.com/videodocumentation.

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Main Camera

Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

Microphone

The ViewStation EX and ViewStation FX come with an integrated main camera. Polycom recommends the Polycom PowerCam

™

as the main camera for the VS4000 because the system uses a single connector for camera power and video, camera control, and the camera’s integrated infrared remote control receiver.

The VS4000 system can also use a Sony EVI-D100 (NTSC) or EVI-D100P (PAL) camera as its main camera.

The enhanced VS4000 is designed to be used with the PowerCam. Although it can use any of the cameras supported by the original VS4000, the full Pan/Tilt/Zoom (PTZ) functionality is available only with the PowerCam.

The microphone pod provides audio input to the system. Its advanced audio technology focuses on the speaker so that the speaker’s voice does not have to compete with background noises, such as the sound from an air conditioner, to be heard. The microphone pod is designed to pick up voices from any direction.

The ViewStation EX comes standard with one microphone pod; the ViewStation FX and VS4000 come with two.

Power Supply

The ViewStation EX and ViewStation FX set-top systems have an external power supply; the VS4000 has an internal power supply. They all use line voltages between 90V and 260V and line frequencies from 47 Hz to 63 Hz.

Do not use any power supply other than the one supplied with your ViewStation EX or ViewStation FX system. Using the wrong power supply will void the warranty and may damage your system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Hardware Kit

The hardware kit that comes with the system includes:

Item System Description

Cable ties and cable tie mounts

Disks of hook-and-loop material

Vinyl feet ViewStation EX

Rack-mount bracke ts and screws

Batteries ViewStation EX (3)

ViewStation EX (2) ViewStation FX (2) VS4000 (4)

ViewStation EX ViewStation FX

ViewStation FX

VS4000 For mounting the system in a rack

ViewStation FX (3) VS4000 (6)

For keeping the system’s cables from becoming entangled

For securing the ViewStation EX or ViewStation FX set-top unit to the top of a monitor

For stabilizing the set-top unit if the top of your monitor slopes back sharply

For the remote control

Cables

The following cables come with either the ViewStation EX, ViewStation FX, or VS4000 system. For more information about which cables are standard and optional with your particular system and how to connect them, refer to the system setup card that was provided with your system.

Cable Name System Description

Power cord ViewStation EX,

ViewStation FX, VS4000

LAN cable ViewStation EX,

ViewStation FX, VS4000

PC LAN cable ViewStation FX,

VS4000

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Black cord that provides power to the power supply or the system.

Cable with orange RJ-45 connectors that connects to the LAN.

Cable with blue RJ-45 connectors that connects to a PC.

Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

Cable Name System Description

Microphone pod cables ViewStation EX,

ViewStation FX, VS4000

Telephone cable ViewStation EX,

ViewStation FX, VS4000

S-Video cables ViewStation EX,

ViewStation FX Original VS4000

Cables with brown RJ-11 connectors that connect to microphone pods.

Pink cable that connects to the POTS line (in approved countries only).

Cables with yellow 4-pin mini-DIN connectors for connecting to monitors and cameras.

S-Video cables Enhanced VS4000 Cables with yellow and white BNC

connectors and yellow 4-pin mini-DIN connectors for connecting to monitors and cameras.

S-Video adapters Enhanced VS4000 Short cables with yellow and white

BNC connectors and yellow 4-pin mini-DIN connectors for connecting standard S-video cables to the system.

Combination S-Video, audio, and composite video cables

ViewStation EX, ViewStation FX

Cables with yellow 4-pin mini-DIN connectors and yellow, red, and white RCA connectors for connecting a monitor to provide video and audio

VCR cables ViewStation FX,

VS4000

Cable with yellow, red, and white RCA connectors that connect to a VCR or DVD.

VGA cable ViewStation EX,

ViewStation FX, VS4000

Cable with black (for ViewStation EX and FX) or yellow (for VS4000) DB-15 connectors that connects to an additional monitor or projector.

VGA adapter ViewStation FX Short cable with a single black

high-density subminiature D connector at one end, and standard VGA and S-Video connectors at the other end to connect to the cables for an S-Video monitor or a VGA monitor or projector.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Cable Name System Description

Serial port cable VS4000 Cable with black (for

Audio cable VS4000 Cable with red and white RCA

Mixer cables Enhanced VS4000 Cables with mini-Phoenix

Documentation

ViewStation EX and FX) or purple (for VS4000) DB-9 connectors that connects to a touch panel or other RS-232 device.

connectors for connecting to the main monitor’s audio inputs or to an external audio system.

connectors that connect to a Polycom audio mixer. One cable has a white RCA connector; the other has a black one.

In addition to the documentation CD, you received the following hardcopy documents with your system:

❑ Read Me First, which lists where to get the Release Notes, video-test call

numbers, and product support information.

❑ Setting up the System, which describes how to install the system.

You can find the latest documentation at the Polycom web site,

www.polycom.com/videodocumentation.

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Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

Optional System Components

This section describes the components that you can purchase as an option with a ViewStation EX, ViewStation FX, or VS4000 system.

Network Interface Modules

These network interface modules are available for the ViewStation EX, ViewStation FX, or VS4000 system:

Network Interface Module

System Description

Quad BRI ViewStation EX,

PRI

V.35/RS-449/RS-530 ViewStation EX,

Additional Microphone Pod

You can connect up to two microphone pods to the system or to a Visual Concert FX unit.

If you install more than one microphone pod, ensure that all microphone pods are at least 6 ft (1.8 m) apart.

ViewStation FX, VS4000

Allows you to connect to an ISDN network using up to four BRI lines.

Allows you to connect to an ISDN network using a PRI line.

Allows you to connect to third-party network equipment, including encryption equipment and RS-366 dialers.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Visual Concert FX

The Visual Concert FX lets you share content from your computer during calls and, if you need to make a presentation, it also lets you connect a projector or a VGA monitor. You can use the Visual Concert FX with the ViewStation EX, ViewStation FX, and VS4000 system.

The Visual Concert FX has dual stream capability, so you can display video and graphics at both the near and far sites, with video on one monitor and the live graphics on a second monitor. The Visual Concert FX provides VGA output at a screen resolution of up to 1280 x 1024 pixels.

For more information about the Visual Concert FX, refer to the documentation that came with your Visual Concert FX. You can obtain copies of the Visual Concert FX documents at the Polycom web site, www.polycom.com/videodocumentation.

Document Camera or Other Additional Camera

Besides the main camera for your system, you can connect other cameras. You can connect a document camera as well as an additional pan/tilt/zoom (PTZ) camera to the ViewStation FX or VS4000; you can connect only a stationary second camera to the ViewStation EX.

You can use any of the following PTZ cameras as an additional camera on a ViewStation FX or VS4000 system:

❑ Sony

EVI-D30 (NTSC) or Sony EVI-D31 (PAL)

❑ Sony EVI-D70 (NTSC) or Sony EVI-D70P (PAL) ❑ Sony EVI-D100 (NTSC) or Sony EVI-D100P (PAL) ❑ Elmo PTC-100S (NTSC) ❑ Elmo PTC-110R (PAL)

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Additional Monitor

You can get more flexibility in how you view calls by connecting an additional monitor, such as a VGA monitor, to your system. For example, an additional monitor allows you to view the person you call at the same time as you view a presentation.

System Number of Monitors Type of Monitors

Chapter 1 - Introducing the ViewStation EX, ViewStation FX, and VS4000 Systems

VCR

VCR/DVD

ViewStation EX Up to two television monitors

and a VGA monitor

ViewStation FX Up to four television monitors

and a VGA monitor

VS4000

For high-resolution presentations, Polycom recommends using a VGA (computer) monitor.

Up to four tele vision monitors and a VGA monitor

Primary monitor can be S-video or composite. The second television monitor must be S-video.

Primary monitor can be S-video or composite. Other three television monitors must be S-video.

All four television monitors can be S-video or composite.

You can connect a VCR or DVD to play recorded material during a call or to record your videoconference. You can also connect two VCRs to play material and record the conference at the same time.

Projector

You can connect a projector to your Polycom system. This can be very useful during presentations in large rooms.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Other Optional Components

You can add several other optional components to your system, such as those listed below. For more information, see your Polycom distributor.

❑ Touch panel — Allows you to operate the system with a touch panel rather

than the remote control.

❑ VS4000 only: External infrared (IR) sensor — Allows you to install the system

out of sight and use a camera that does not include a built-in IR sensor.

❑ Audio mixer — Lets you enhance the sound quality for calls in large rooms.

Polycom recommends using the Polycom Vortex line of products for installed audio.

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Setting Up Your System Hardware

This chapter describes how to set up your system with the required components and optional equipment. It also includes checklists to help you prepare the site, including network connectivity, required network hardware, and room assessment.

If you need additional installation information, refer to the system setup document that was provided with your system.

For optional components, you can also refer to the setup sheet that was shipped with the component.

To obtain additional copies of any of these documents, refer to the documentation CD that came with the system or go to the Polycom web site,

www.polycom.com/videodocumentation.

What’s in this chapter? Page

Standard System Set-up 2-2 Optional Equipment Set-up 2-10

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Standard System Set-up

This section describes how to connect the components that are required for the basic system set-up. Procedures for connecting additional equipment are in the next section, Optional Equipment Set-up on page 2-10.

Positioning the Main System

The ViewStation EX and ViewStation FX systems are designed to be placed on top of a monitor. If the monitor’s chassis slopes back sharply, you may need to install feet on the bottom of the system to stabilize it. The hardware kit you received with the unit includes a pair of self-adhesive feet.

The VS4000 system is designed as a tabletop or rack-mounted unit. To mount it in an equipment rack, you will need to attach the mounting brackets provided with the system.

To position the system:

1. If necessary, install feet (ViewStation EX or ViewStation FX) or mounting

brackets (VS4000) on the system.

2. Place the system in the desired location. Leave enough space to work, so that

you can connect the cables easily.

The original VS4000 uses 4-pin mini-DIN connectors for all S-Video connections; the enhanced VS4000 uses dual BNC connectors. Because of this, installation procedures for cameras and monitors are slightly different for the two.

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Main Camera

Chapter 2 - Setting Up Your System Hardware

The ViewStation EX and ViewStation FX come with an integrated main camera, which is designed with a wide-angle lens.

Some older models of the ViewStation EX and ViewStation FX use a detachable wide-angle conversion lens. The detachable wide-angle lens cannot be used on systems with the newer style of camera.

Do not install a wide-angle conversion lens if your system uses the type of camera shown here.

The VS4000 uses a separate camera, which allows you to install the system in an equipment room rather than the conference room. This section describes how to install a Polycom PowerCam

™

or other camera as the main camera.

The camera you connect to the Camera 1 input determines whether your system is an NTSC or PAL system. The VS4000 detects the camera type and provides the appropriate video to the TV monitor. Because of this, you must connect a camera to the Camera 1 input.

For best results, position cameras so that they do not normally point directly at a window or other source of bright light.

The enhanced VS4000 system’s Camera 1 connections provide full PTZ functionality for the Polycom PowerCam only.

The original VS4000 system’s Camera 1 connections provide this functionality for all supported PTZ cameras.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To connect a Polycom PowerCam to the VS4000:

Original VS4000: Enhanced VS4000:

Original VS4000

Enhanced VS4000

1. Connect the break-out cable to the

PowerCam.

2. Connect the S-video cable to the system’s Camera 1 S-Video connector and to the 4-pin mini-DIN connector on the right side of the break-out cable’s connector block.

3. Connect the VISCA cable to the system’s DB-9 camera control connector and to the 8-pin mini-DIN connector on the break-out cable.

4. Be sure the camera’s power is switched off.

1. Connect the single end of the video and control cable to the PowerCam.

2. Connect the S-video cable connector to an S-video to BNC adapter, and connect the adapter’s yellow BNC connector to the camera 1 C connector, and the white connector to the camera 1 Y connector on the VS4000 system’s rear panel.

3. Connect the camera cable’s yellow DB-15 connector to the camera control 1 connector on the rear panel of the system.

Camera Control

5. Connect the camera’ s powe r pack to the

center connector on the break-out cable’s connector block, and to the appropriate power cord.

6. Connect the power cord to a power outlet.

To connect other types of main camera to the original VS4000:

Camera 1 Y

Camera 1 C

4321

XVGA

1. Connect an S-video cable to the camera’s S-video connector and the Camera 1 connector on the system.

2. Connect a camera control cable (8-pin mini-DIN to DB-9) to the camera’s VISCA in connector and to the camera control 1 connector on the rear panel of the system.

3. Connect the camera’s power pack or cord to a power outlet.

If you want to connect an additional camera to your system, such as a document camera, see the Document Camera or Other Additional Camera section on page

2-18.

If you install an original VS4000 system out of the range of the remote control (for example, in a separate equipment room), you will need to connect an external infrared (IR) sensor and place it in the conference room. To order an external IR sensor, contact your Polycom reseller.

The enhanced VS4000 system uses the IR sensor built into the Polycom PowerCam, and does not require an external IR sensor.

2-4 www.polycom.com/videodocumentation

Main Monitor

Chapter 2 - Setting Up Your System Hardware

You will need to connect a television monitor to the system. This may be an NTSC or PAL monitor, depending on your system.

To connect a monitor to a ViewStation EX or ViewStation FX system:

>> Connect the monitor to the system’s Monitor 1 S-Video or composite video

output, and to the Monitor 1 audio outputs.

ViewStation EX

XVGA

Monitor 1

S-Video

3.3V

12V 3A

Monitor 1 Composite

0101

Audio Outputs

ViewStation FX

XVGA

Monitor 1

S-Video

3.3V

12V 3A

Monitor 1 Composite

0101

Audio Outputs

S-Video provides superior video quality, and is strongly recommended if the system is to be configured to display Asian fonts.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To connect a monitor to a VS4000 system:

Original VS4000: Enhanced VS4000:

Original VS4000

Enhanced VS4000

1. Connect the S-video/audio/composite video cable to the system’s Monitor 1 S-Video or composite video connector and to the monitor’s video input.

2. Use the audio cable or the red and white connectors on the S-video/audio/composite video cable to connect the monitor’s audio inputs to the system’s audio outputs.

1. Connect the S-video cable to the monitor’s S-video input and to the system’s Monitor 1 Y (white) and C (yellow) connectors.

2. Use the audio cable or the red and white connectors on the S-video/audio/composite video cable to connect the monitor’s audio inputs to the system’s audio outputs.

Monitor 1 Y

Monitor 1 Composite

Monitor 1 C

XVGA

4321

Audio Outputs

2-6 www.polycom.com/videodocumentation

Microphone

Chapter 2 - Setting Up Your System Hardware

For best audio, place the microphone pod:

❑ on a flat surface (table, wall, or ceiling) away from obstructions, so the sound

will be directed into the microphone elements properly,

❑ at least 3 ft (0.9 m) from the system, to prevent audio feedback ❑ centered in the area where call participants will be.

If you have two microphone cables, use the longer one to connect the microphone to the system. If you connect an additional microphone, use the shorter cable to connect it to the first one. The cable between microphones must not be longer than the cable from the system to the first microphone.

To connect a microphone pod:

>> Connect the microphone pod to the system’s microphone connector using the

brown RJ-9 microphone cable. Ensure that the ferrite bead is on the end that connects to the system.

ViewStation EX

XVGA

3.3V

12V 3A

0101

Microphone

VS4000

XVGA

4321

ViewStation FX

XVGA

0101

3.3V

12V 3A

Microphone

0101

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Power Supply

The ViewStation EX and ViewStation FX set-top systems have an external power supply.

To connect the power supply

1. Connect the power supply to the power connector on the back of the system.

2. Connect the power cord to the power supply.

ViewStation EX

XVGA

3.3V 12V 3A

Power

0101

ViewStation FX

XVGA

3.3V

Power

12V 3A

0101

Leave the power cord unplugged until you have connected all standard and optional equipment to the system.

Be sure to remove the packaging collar from around the ViewSt ation EX or ViewStation FX system’s camera before powering on the system.

Do not use any power supply other than the one supplied with your ViewStation EX or ViewStation FX system. Using the wrong power supply will void the warranty and may damage your system.

2-8 www.polycom.com/videodocumentation

Remote Control

Chapter 2 - Setting Up Your System Hardware

The remote control uses three AAA batteries, which are included in the hardware kit.

To install batteries in the remote control:

1. Remove the battery cover from the back of the remote control.

2. Refer to the diagram inside the remote control, and install the batteries in the

orientation shown.

3. Reinstall the battery cover on the remote control.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Optional Equipment Set-up

This section describes how to connect optional components to theViewStation EX, ViewStation FX, or VS4000 system.

Network Interface Modules

This section gives procedures for installing the following network interface modules:

❑ Quad BRI — Allows you to connect to an ISDN network using up to four BRI

lines.

❑ PRI — A llow s you to co nnec t to a n ISD N network using a PRI line. This option

is available for the ViewStation FX and VS4000.

❑ V.35/RS-449/RS-530 — Allows you to connect to third-party network

equipment, including encryption equipment and RS-366 dialers.

ViewStation EX,

ViewStation FX,

or VS4000

The diagram below shows a general view of how network interface modules are installed.

Network

interface

module

power supply (if using PRI)

Additional device such as

NT-1 if using Quad BRI,

CSU if using PRI,

encryption equipment if

using V.35/RS-449/RS-530

External

UPS

ISDN

network

Power source

2-10 www.polycom.com/videodocumentation

ISDN Network Hardware Checklist

Depending on your network type, you will need the following hardware:

If your ISDN network is... You will need...

BRI • Quad BRI network interface module with cables

Chapter 2 - Setting Up Your System Hardware

• Up to 4 BRI lines that will not be shared with other equipment

• NT-1 device, if the system will be connected to a PBX network that does not provide an S/T interface

Note: If your Quad BRI system is connected to a PBX that provides an S/T interface, do not use an NT-1 device.

PRI/T1 (commonly available in

North America)

PRI/E1 (commonly available

outside North America) Serial

(V.35/RS-449/ RS-530)

Quad BRI Network Interface Module

The Quad BRI network interface module allows you to make ISDN calls using up to four BRI lines.

In addition to the Quad BRI network interface module and the cables provided with it, you will need an NT-1 device if your site does not use an internal telephone system (PBX). A PBX or an NT-1 device provides the S/T interface that the Quad BRI module requires.

• PRI network interface module with cable

• North America: Channel Service Unit (CSU), if the

system will not be connected to a PBX network

• PRI line

• PRI network interface module with cable

• PRI line

• Serial V.35/RS-449/RS-530 network interface module

• Third-party network equipment and cables

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To install a Quad BRI network interface module:

1. Make sure your system is powered off.

2. Connect the system side of the Quad BRI network interface module to the

system using the network interface cable that is color-coded light blue on one end, green on the other.

System side

Quad BRI

ViewStation EX

3.3V

XVGA

12V 3A

Network interface

0101

Network interface

ViewStation FX

XVGA

3.3V

12V 3A

0101

VS4000

XVGA

4321

0101

Network interface

3. Connect the network side of the Quad BRI network interface module to the NT-1 device or to the ISDN network, as appropriate. If you do not connect BRI lines to all four ports, connect the ports in ascending order.

4. If you are using an NT-1 device, connect it to the ISDN network.

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PRI Network Interface Module

The PRI network interface module allows you to make ISDN calls using a PRI line.

You may need one of these items in addition to the PRI network interface module and the items provided with it:

❑ External Channel Service Unit (CSU) — If you connect a PRI T1 network

interface module outside a PBX, you may wish to connect it through a CSU. The CSU isolates the PRI from the network, and continues to transmit a signal to the network even if the PRI network interface module loses power or is disconnected. This prevents the line from being deactivated. CSUs are used only in North America.

❑ PBX crossover cable — An RJ-45 crossover cable may be required when

connecting the PRI network interface module to a PBX or other third-party network access device.

❑ 75 Ω coaxial adapter — The PRI E1 line termination is 120 Ω. In some areas,

however, the E1 network connection is via a 75 Ω coaxial cable. The PRI network interface module does not directly support this, but you can obtain passive adapter devices from various vendors.

Chapter 2 - Setting Up Your System Hardware

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To install the PRI network interface module:

1. Ensure that the system is powered off.

2. Connect peripheral side of the PRI network interface module to the system

using the network interface cable that is color-coded light blue on both ends.

System side

PRI

ViewStation EX

3.3V

XVGA

12V 3A

Network interface

0101

Network interface

ViewStation FX

XVGA

3.3V

12V 3A

0101

VS4000

XVGA

4321

0101

Network interface

3. Connect the 12-volt DC power supply to the PRI network interface module and then to the UPS or wall outlet.

The external 12-volt DC power supply is mandatory in European countries, and strongly recommended in all installations.

If the PRI network interface module loses power, this creates an alarm condition that may result in the service provider disabling the line. The external power keeps the PRI network interface module from losing power when the system is powered off. Connect the external power supply to an uninterruptable power supply (UPS) if possible.

4. Connect the PRI network interface module to the ISDN network or to the CSU (North America only).

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V.35/RS-449/RS-530 Network Interface Module

The V.35/RS-449/RS-530 network interface module allows you to connect the system to third-party communication equipment such as encryption devices.

You will need to provide appropriate cables to connect the V.35/RS-449/RS-530 network interface module to your communication equipment.

Polycom only provides technical support for V.35, RS-449, and RS-530 cables built and certified by Polycom. These cables are sold separately from the network interface module and are available from P olycom.

To install a V.35/RS-449/RS-530 network interface module:

1. Ensure that the system is powered off.

2. Connect the peripheral side of the network interface module to the system

using the network interface cable that is color-coded light blue on both ends.

Chapter 2 - Setting Up Your System Hardware

System side

ViewStation EX

3.3V

XVGA

12V 3A

Network interface

V.35/RS-449/RS-530

ViewStation FX

0101

XVGA

3.3V

12V 3A

0101

Network interface

VS4000

XVGA

4321

0101

Network interface

3. Connect the network side of the network interface module to the data communications equipment.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

• If you have only one cable, connect it to port 1 of the network interface

module and to the lowest-numbered port of the data communications equipment.

• If the data communications equipment does not use dialing, do not

connect the cable connector marked RS366 Interface.

Additional Microphone Pod

You can connect an additional microphone pod to the system.

To connect an additional microphone pod:

1. Use the brown RJ-9 microphone cable to connect the additional microphone pod to the available connector on the microphone pod already installed.

2. Place the microphone pods at least 6 ft (1.8 m) apart.

For more information about how to connect microphone pods, refer to the setup sheet that came with your system.

Visual Concert FX

The Visual Concert FX uses the same connector on the system’s back panel as the microphone pod. If you install aVisual Concert FX, you must use the connectors it provides for the microphone pod or pods.

For more information about connecting the Visual Concert FX, refer to the Visual Concert FX QuickStart card that came with your Visual Concert FX.

2-16 www.polycom.com/videodocumentation

Chapter 2 - Setting Up Your System Hardware

To connect a Visual Concert FX:

1. Make sure the system is powered off.

2. Referring to the Visual Concert FX QuickStart, connect the single end of the

system cable to the system connector on the Visual Concert FX.

3. Connect the system cable’s LAN connector to the system’s blue LAN port, which is at the left end of the back panel.

4. Connect the system cable’s microphone connector to the system’s microphone cable connector.

Visual Concert FX

System

LAN

ViewStation EX

XVGA

3.3V 12V 3A

0101

Microphone

LAN

ViewStation FX

XVGA

3.3V 12V 3A

0101

Microphone

VS4000

0101

Microphone

LAN

XVGA

4321

5. Connect the microphone pod or pods to the Visual Concert FX using the microphone pod cables included in the Visual Concert FX shipping box.

6. Connect the system cable’s power connector to the power supply.

7. Connect the power cord from the power supply to a power outlet.

You can connect a VGA monitor to the VGA output on the Visual Concert FX instead of connecting the monitor directly to the rear panel of the system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Document Camera or Other Additional Camera

Besides the main camera for your system, you can connect a document camera as well as an additional pan/tilt/zoom (PTZ) camera to the ViewStation FX or VS4000; you can connect only a stationary second camera to the ViewStation EX.

The enhanced VS4000 allows you to designate any camera input as the primary camera.

Ensure that the system is powered off before you connect cameras. If you connect a PTZ camera while the system is powered on, the system may not be able to control the camera.

To connect a document camera:

To a ViewStation EX or ViewStation FX: To a VS4000 system:

Connect an S-video cable to the document camera and to the camera 2 connector on the rear panel of the system.

XVGA

Camera 2

Original VS4000:

Connect an S-video cable to the document camera and to the camera 2 connector on the rear panel of the system.

Enhanced VS4000:

3.3V 12V

1. Connect one end of the yellow S-video cable to the document camera.

2. Connect the other end of the S-video cable to an S-video to BNC adapter.

3. Connect the adapter’s yellow BNC connector to the camera 2 C connector, and the white connector to the camera 2 Y connector on the VS4000 system’s rear panel.

Camera 2 Y

Camera 2 C

4321

XVGA

Camera 2 Composite

0101

2-18 www.polycom.com/videodocumentation

Chapter 2 - Setting Up Your System Hardware

To connect an additional PowerCam:

To a ViewStation FX system: To a VS4000 system:

Original VS4000

Enhanced VS4000

1. Connect the break-out cable to the

PowerCam.

2. Connect the 7-pin connector end of the Y-shaped PTZ cable to the camera 4 port on the rear panel of the system.

Camera 4

XVGA

3.3V

12V 3A

3. Connect the PTZ cable’s 8-pin VISCA

connector to the 8-pin mini-DIN connector on the left side of the break-out cable’s connector block.

4. Connect the PTZ cable’s 4-pin S-video connector to the 4-pin mini-DIN connector on the right side of the break-out cable’s connector block.

5. Connect the camera’ s powe r pack to the center connector on the break-out cable’s connector block, and to the appropriate power cord.

6. Connect the power cord to a power outlet.

1. Connect the break-out cable to the PowerCam.

2. Connect a mini-DIN to DB-9 VISCA cable from the system’ s camera 4 control connector to the 8-pin mini-DIN connector on the left side of the break-out cable’s connector block.

3. Original VS4000:Connect an S-video cable to the 4-pin mini-DIN connector on the right side of the break-out cable’s connector block, and to the Camera 4 S-video connector on the system. Enhanced VS4000: Connect an S-video cable to the 4-pin mini-DIN connector on the right side of the break-out cable’s connector block, and to an S-video to BNC adapter. Connect the adapter’s yellow BNC connector to the camera 4 C connector, and the white connector to the camera 4 Y connector on the VS4000 system’s rear panel.

Camera 4 Y

Camera 4 C

XVGA

4321

0101

Camera 4 Control

4. Connect the camera’ s power pack to the

center connector on the break-out cable’s connector block, and to the appropriate power cord.

5. Connect the power cord to a power outlet.

Be sure to remove the packaging collar from around the camera before powering on the system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To connect an additional PTZ camera other than PowerCam:

To a ViewStation FX system: To a VS4000 system:

1. Connect the 7-pin connector end of the

Y-shaped PTZ cable to the camera 4 port on the rear panel of the system.

Camera 4

XVGA

3.3V

12V 3A

2. Connect the 4-pin end of the Y-shaped

PTZ cable to the S-video connector on the camera.

3. Connect the 8-pin end of the Y-shaped PTZ cable to the 8-pin VISCA IN port on the camera.

4. Connect the camera’s power pack or cord to a power outlet.

1. Original VS4000: Connect an S-video cable to the camera’ s S-video connector and to the system’s Camera 4 S-video connector. Enhanced VS4000: Connect an S-video cable to the camera’s S-video connector and to an S-video to BNC adapter. Connect the adapter’s yellow BNC connector to the camera 4 C connector, and the white connector to the camera 4 Y connector on the VS4000 system’s rear panel.

2. Connect a mini-DIN to DB-9 VISCA cable from the camera’s VISCA IN connector to the system’s Camera 4 control connector.

Camera 4 Y

Camera 4 C

XVGA

4321

0101

Camera 4 Control

3. Be sure the camera’s power switch (if

any) is off.

4. Connect the camera’s power pack or power cord.

5. Connect the power cord to a power outlet.

For more information about how to connect an additional camera, refer to the setup sheet that came with your system.

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Additional Monitor

You can connect an additional television monitor to your system for another view of call participants or other video, and you can connect a VGA monitor for viewing material from a computer, such as high-resolution presentations.

Polycom recommends using television monitors to show people. For high-resolution presentations, Polycom recommends using a VGA (computer) monitor or a projector.

To connect an additional TV monitor:

To a ViewStation EX or ViewStation FX: To a VS4000 system:

Chapter 2 - Setting Up Your System Hardware

ViewStation EX ViewStation FX

VS4000

Connect a yellow S-video cable to S-video connector on the monitor and to the appropriate monitor connector on the rear panel of the system. The ViewStation EX system only provides one additional television monitor output, the Monitor 2 output.

Monitor 3 S-Video (ViewStation FX only)

3.3V

XVGA

12V 3A

0101

Monitor 2

S-Video

Original VS4000: Connect an S-video or

composite video cable to the monitor’s video input and to the appropriate S-video or composite monitor output (monitor 2, 3, or 4) on the system.

Enhanced VS4000: Connect an S-video cable to the monitor’s S-video input and to an S-video adapter, and connect the adapter’s yellow and white BNC connectors to the appropriate C and Y connectors, respectively, on the system’s rear panel (monitor 2, 3, or 4), or Connect a composite video cable to the monitor’s composite video input and to the appropriate composite output (2, 3, or 4).

Monitor 2, 3, 4 Y

Monitor 2, 3, 4 C

XVGA

4321

Monitor 2, 3, 4 Composite

Polycom recommends using S-video for television monitors. You may connect the monitor using a composite video connection, if the monitor does not have an S-video connector.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To connect a VGA monitor to a ViewStation EX, ViewStation FX, or VS4000:

>> Connect a VGA cable from the monitor to the system’s XVGA monitor output.

If the system is a ViewStation FX, you may wish to use the VGA adapter cable so that you can connect an additional S-Video TV monitor as well. The S-video

ViewStation EX and VS4000

ViewStation FX

monitor is Monitor 4.

ViewStation EX

3.3V

12V 3A

XVGA

0101

ViewStation FX

XVGA

3.3V

12V 3A

0101

XVGA Monitor

VS4000

XVGA

4321

XVGA Monitor

0101

2-22 www.polycom.com/videodocumentation

Projector

ViewStation EX VS4000

ViewStation FX

Chapter 2 - Setting Up Your System Hardware

You can connect a projector instead of a VGA monitor to display presentation materials from a computer.

To connect a projector:

>> Connect a VGA cable from the projector to the system’s XVGA monitor

output. If the system is a ViewStation FX, you may wish to use the VGA adapter cable so that you can connect an additional S-Video TV monitor as well.

ViewStation EX

XVGA

3.3V

12V 3A

0101

ViewStation FX

XVGA

3.3V

12V 3A

0101

VCR

XVGA Monitor

VS4000

4321

XVGA Monitor

XVGA

XVGA Monitor

0101

For more information about how to connect a projector, refer to the setup sheet that came with your system.

You can connect a VCR or DVD to play recorded material during a call or to record your videoconference. You can also connect two VCRs to play material and record the conference at the same time.

The VCR inputs are active when you select camera 3. You will need to configure the system to work with the VCR or DVD.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To connect a VCR to play:

VCR/DVD

1. Connect the yellow, red, and white VCR audio and video line out cables to the VCR inputs on the rear panel of the system.

2. Refer to the manufacturer’s instructions for configuring the VCR.

VCR Inputs

ViewStation EX

XVGA

3.3V

12V 3A

VCR Outputs

VCR Inputs

0101

ViewStation FX

XVGA

3.3V

VCR Outputs

12V 3A

0101

VS4000

XVGA

4321

VCR Inputs

0101

VCR Outputs

To connect a VCR to record:

1. Connect the yellow, red, and white VCR audio and video line in cables to the VCR outputs on the rear panel of the system.

2. Refer to the manufacturer’s instructions for configuring the VCR.

For more information about how to connect a VCR, refer to the setup sheet that came with your system.

2-24 www.polycom.com/videodocumentation

Other Optional Components

You can add several other optional components to your system, such as those listed below. For more information, see your Polycom distributor.

❑ Touch panel — Allows you to operate the system with a touch panel rather

than the remote control.

❑ VS4000 only: External infrared (IR) sensor — Allows you to install the system

out of sight and use a camera that does not include a built-in IR sensor.

❑ Audio mixer — Lets you enhance the sound quality for calls in large rooms.

Polycom recommends using the Polycom Vortex line of products for installed audio.

Chapter 2 - Setting Up Your System Hardware

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

2-26 www.polycom.com/videodocumentation

Configuring Network Use

This chapter lists the information you need to get your network ready for videoconferencing. Once you’ve gathered that information, you can begin configuring the system’s network options. Details on how to perform this configuration are also included in this chapter.

When you power on your system for the first time, the setup wizard detects the system’s IP and ISDN connections and leads you through the minimum configuration steps required to place a call.

If you need to change any of these initial settings to accommodate your organization’s environment, you can manually adjust them using the screens described in this chapter.

Note that if you establish an administrator’s password during the setup wizard, you will need to enter it each time you wish to change the Admin settings.

What’s in this Chapter? Page

Getting the Network Ready 3-2 Network Connectivity Checklist 3-2 Using the Setup Wizard 3-3 Configuring Video Call Preferences 3-4 Configuring IP Calling 3-5 Configuring ISDN Support 3-13 Configuring the Global Address Book 3-22 Placing a Test Call 3-27 Keeping your Software Current 3-28

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Getting the Network Ready

Before you begin configuring the network options, you must make sure your network is ready for videoconferencing.

To begin, refer to the Preparing Your Network for Collaboration document, available at www.polycom.com/videodocumentation. This document contains information you need to prepare your network, such as worksheets that will help you order ISDN.

Network Connectivity Checklist

You will need this information to make and receive video calls at your site:

This information... Should be provided by your...

IP address Internet Service Provider or system administrator System name System administrator Gatekeeper address IP Network Service Provider or system administrator Firewall information IP Network Service Provider or system administrator ISDN address (for BRI or serial

V.35/RS-449/RS-530 capability) SPIDs (BRI - North America only) ISDN Network Service Provider ISDN switch protocols ISDN Network Service Provider

ISDN Network Service Provider

3-2 www.polycom.com/videodocumentation

Using the Setup Wizard

When you power on your system for the first time, the setup wizard detects the system’s IP and ISDN connections and leads you through the minimum configuration steps required to place a call. If you need more information about these steps, refer to the corresponding sections in this chapter.

The setup wizard allows you to set an administrator password, which lets you limit access to the Admin Settings. The administrator password may contain letters and numbers, but no other characters.

If you set an administrator password, make sure that you remember it. If you forget the password, you will have to reset the system, delete the system files, and run the setup wizard again in order to access the Admin Settings and reset the password. You cannot set the administrator password from a remote location.

Chapter 3 - Configuring Network Use

You can run the setup wizard or view the configuration screens in either of these two ways:

❑ In the room with the system — Use the remote control to navigate the screens

and enter information.

❑ From a remote location — Use a web browser to access the system’s web

interface. To do this, you need to know the IP address of the system. Polycom recommends using Microsoft

You can use the web interface to configure all of the system settings except the remote management settings. These settings must be configured on the local system by an administrator.

To access the system using the web interface:

1. On a PC, open a web browser.

2. In the browser address line, enter the system’s IP address, for example,

http://255.255.255.255, to go to the system’s web interface.

3. Enter admin as the user name, and the admin password, if a password has been established.

Internet Explorer 6.0 or later.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring Video Call Preferences

To configure video call preferences:

1. Go to System Info > Admin Setup > Video Network > Call Preferences.

2. Configure these settings:

Setting Description

ISDN Video Calls (H.320) (Quad BRI or PRI)

V.35 Video Calls (V.35/RS-449/RS-530)

LAN/Internet Calls (H.323) Allows users to place IP calls. Display IP Dialing

Extension

Allow H.320 and H.323 Mixed Calls

Allows users to place IDSN calls.

Allows users to place V.35 calls.

Adds a field to the Video Phone screen so you can enter the H.323 extension separately from the gateway ID.

If you choose not to add a field for the extension, users can either append the extension to the gatewa y number or use the Tone Pad to enter the extension when the gateway requests it.

Allows users to place and receive multipoint calls that include both IP and ISDN sites. This choice is available only if you allow both ISDN and LAN calls on this system.

Unchecking this option provides extr a security for systems requiring LAN connectivity while placing encrypted calls over ISDN lines. If you clear this selection, IP endpoints cannot join ISDN calls.

3. If you enabled both ISDN and IP calling, select Next and configure these settings:

Setting Description

Primary Call Type Choice Secondary call Type

Choice

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Allows you to specify how to place calls to Directory entries containing multiple numbers. You can also specify a call type to use when the primary call type is not available.

If you choose Manual, the system prompts the user to choose a call type.

Configuring IP Calling

Configuring LAN Support

If your system is part of a LAN, use this section to configure the system to work with the LAN.

To configure LAN support:

1. Go to System Info > Admin Setup > LAN/H.323 > LAN/Intranet > LAN & Intranet.

2. Configure these settings:

Setting Description

Host Name Indicates the system’s DNS name.

Chapter 3 - Configuring Network Use

The LAN Host Name:

• must begin with a letter and end with a letter or number

• may include up to 63 letters, numbers, and hyph ens

• is not case sensitive.

Note: If you change the Host Name, the system restarts. WINS Resolution Sends a request to the WINS server for WINS name resolution. DHCP Specifies how the system obtains an IP address.

•Client — The system gets an IP address from the DHCP server on the LAN. The DHCP server also supplies the DNS server address, default gateway, subne t mask, and WINS server address. If the DHCP server is not av ailable , the system cannot get an IP address.

• Off — The IP address will not be assigned automatically. You must enter the IP address, DNS server address, default gateway, subnet mask, and WINS server address manually.

• Server — The ViewStation FX or VS4000 system’s internal DHCP server assigns up to 12 IP addresses to network devices. Assigned IP addresses range from 1.1.1.2 to 1.1.1.14. To use this option, you must enable it during a SoftUpdate. For more information, see Keeping your Software Current on

page 3-28.

Note: Do not use this setting if the ViewStation FX or VS4000 is connected to a LAN with a DHCP server. The setting will not take effect if the system is on a LAN with an active DHCP server. If the system has previously been configured as a DHCP server, it reverts to being a DHCP client when it is connected to a LAN and restarted.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Setting Description

IP Address Displays the IP address currently assigned to the system.

If the system does not automatically obtain an IP Address, enter the IP address here.

DNS Servers Displays the DNS servers currently assigned to the system.

If the system does not automatically obtain a DNS server addres s, enter up to four DNS servers here.

Default Gateway Displays the gateway currently assigned to the system.

If the system does not automatically obtain a gateway IP address, enter one here.

Subnet Mask Displays the subnet mask currently assigned to the system.

If the system does not automatically obtain a subnet mask, enter one here.

WINS Server Displays the WINS server currently assigned to the system.

If the system does not automatically obtain a WINS server IP address, enter one here.

To configure Advanced LAN properties:

1. Go to System Info > Admin Setup > LAN/H.323 > LAN/Intranet > Advanced

LAN Settings.

2. Configure these settings:

Setting Description

Select LAN Port Specifies whether a PC is connected to this system.

• LAN Port — No PC is connected to this system.

•PC Port — A PC is connected to this system. If the

videoconferencing system is connected to the LAN, the PC can also access the network.

LAN Speed Specifies the LAN speed to use. Note that the speed you choose

must be supported by the switch. Choose Auto to have the network switch negotiate the speed

automatically. If you choose 10 Mbps or 100 Mbps, you must also select a

duplex mode.

Duplex Mode Specifies Half Duplex or Full Duplex. Note that the duplex mode

you choose must be supported by the switch. Choose Auto to have the network switch negotiate the duplex

mode automatically. The system restarts if you change this setting.

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Chapter 3 - Configuring Network Use

Configuring the System for Use with a Firewall or NAT

A firewall protects an organization’s network by controlling data traffic from outside the network. Unless your firewall is designed to work with H.323 videoconferencing equipment, you must configure the system and the firewall to allow videoconferencing traffic to pass in and out of the network.

Network Address Translation (NAT) network environments use private internal IP addresses for devices within the network, while using one external IP address to allow devices on the LAN to communicate with other devices outside the LAN. If your system uses a NAT, it must be assigned a public IP address to communicate outside the LAN.

Systems deployed outside a firewall are potentially vulnerable to unauthorized access. Visit the Polycom Security Center at www.polycom.com for timely security information. You can also register to receive periodic email updates and advisories.

To set up the system to work with a firewall or NAT:

1. Go to System Info > Admin Setup > LAN/H.323 > LAN/Intranet > Firewall/LAN Connection.

2. Configure these settings:

Setting Description

Use Fixed Ports Lets you specify whether to define the TCP and UDP ports.

This enables the ViewStation system to assign a range of ports starting with the TCP and UDP ports you specify. In most cases, the range begins with port 3230 for both TCP and UDP.

Note: You must also open the firewall’s TCP port 1720 to allow H.323 traffic.

TCP Ports UDP Ports

System is Behind a NAT

NAT is H.323 Compatible

Lets you specify the beginning value for the range of TCP and UDP Ports used by the system.

Note: You must also open the firewall’s TCP port 1720 to allow

H.323 traffic.

Lets you specify that the system obtains its IP address from the NAT. If users connect to this system using a Virtual Private Network (VPN), clear this field.

Lets you specify that the system is behind a NAT that allows HTTP traffic.

Auto Discover NAT Lets you specify whether the system should determine the NAT

Public Address automatically. The system restarts if you change this setting.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Setting Description

NAT Public (WAN) Address

Address Displayed in Global Address Book

Displays the address that callers from outside the LAN use to call your system. If you chose to configure the NAT manually, enter the NAT Public Address here.

The system restarts if you change this setting. Lets you choose whether to display this system’s public or private

address in the Global Address Book.

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Specifying H.323 Settings

If your network uses a gatekeeper, the system can automatically register its H.323 name and extension. This allows others to call the system by entering the H.323 name or extension instead of the IP address.

To specify H.323 Settings:

1. Go to System Info > Admin Setup > LAN/H.323 > H.323 > Setup.

2. Configure these settings:

Setting Description

Chapter 3 - Configuring Network Use

H.323 name when calling this system

H.323 Extension (E.164)

Auto H.323 Dialing Lets the system automatically detect the call type based on the

Display IP Dialing Extension

Specifies the name that gatekeepers and gateways use to identify this system. You can make point-to-point calls using H.323 names if both systems are registered to a gatekeeper.

The H.323 Name is the same as the System Name, unless you change it. Your organization’s dial plan may define the names you can use. Each system’s name must be unique.

The system restarts if you change this setting. Specifies the extension that gatekeepers and gateways use to

identify this system. The default H.323 Extension is based on the system serial

number, but it can be changed. Your organization’s dial plan may define the extensions you can use. Each system’ s extension must be unique.

The system restarts if you change this setting.

format of the dialing information you enter. The ISDN and IP fields are not displayed on the Video Phone screen.

Adds a field to the Video Phone screen so you can enter the H.323 extension separately from the gateway ID.

If you choose not to add a field for the extension, users can either append the extension to the gateway number or use the Tone Pad to enter the extension when the gateway requests it.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring Dialing Speeds

Setting up dialing speeds lets you define the speeds users can choose when they make calls or add Directory entries.

To configure the dialing speeds available to users:

1. Go to System Info > Admin Setup > LAN/H.323 > H.323 > Dialing Speeds.

2. Select the call rates that users can choose for making calls.

• Nx56 and Nx64 rates are available for ISDN calls.

• IPx56 and IPx64 rates are available for IP calls.

Configuring the System to Use a Gatekeeper

A gatekeeper supervises network traffic and manages functions such as bandwidth control and admission control. The gatekeeper also handles address translation, which allows users to make calls using static aliases instead of IP addresses that may change each day.

To configure the system to use a gatekeeper:

1. Go to System Info > Admin Setup > LAN/H.323 > H.323 > Gatekeeper.

2. Configure these settings:

Setting Description

H.323 Name Specifies the name that gatekeepers and gatewa ys use to identify

this system. You can make point-to-point calls using H.323 names if both systems are registered to a gatekeeper.

The H.323 Name is the same as the System Name, unless you change it. Your organization’s dial plan may define the names you can use. Each system’s name must be unique.

The system restarts if you change this setting.

H.323 Extension (E.164)

Specifies the extension that gatekeepers and gateways use to identify this system.

The default H.323 Extension is based on the system serial number, but it can be changed. Your organization’s dial plan may define the extensions you can use. Each system’s e xtension must be unique.

The system restarts if you change this setting.

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Chapter 3 - Configuring Network Use

Setting Description

Use Gatekeeper Specifies whether to use a gatekeeper. Gateways and

gatekeepers are required for calls between IP and ISDN networks.

• Off — Calls do not use a gatekeeper.

• Specify — Calls use the specified gatekeeper. Enter the

gatekeeper’s IP address or name (for example,

gatekeeper.companyname.usa.com, or

255.255.255.255).

•Auto — System automatically finds an available gatekeeper.

• The system restarts if you change this setting.

Gatekeeper IP Address

Outbound Call Route

Dial Multipoint Calls from PathNavigator

Displays the gatekeeper’s IP address. If you chose to specify a gatekeeper, enter the IP address here.

The system restarts if you change this setting. For systems using a gatekeeper, specifies whether calls initiated

by this system should be handled as IP calls sent through a gateway or as ISDN.

Lets you specify whether multipoint calls use the system’s internal multipoint capability or the PathNavigator Conference on Demand feature. This feature is available only if the system is:

• Configured for multipoint calling.

• Registered with a PathNavigator gatekeeper.

Configuring the System to Use a Gateway

A gateway performs protocol conversion between IP and ISDN networks, so that users on different networks can call one another. If the system is configured to use a gateway, you must also configure it to use a gatekeeper.

To configure the system to use a gateway:

1. Go to System Info > Admin Setup > LAN/H.323 > H.323 > Gateway.

2. Configure these settings:

Setting Description

Gateway Num ber Type

Country Code Specifies the country code for the system’s location.

Specifies the number type users enter to call this system:

• Direct Inward Dial (DID) — Users enter an internal extension to call this system directly.

Note: If you choose this option, you must also register the number with the gatekeeper as an E.164 alias.

• Number + Extension — Users enter the gateway n umber and the system’s e x tension to call this system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Setting Description

Area Code Specifies the area or city code for the system’s location. Number Specifies the gateway’s number. Extension Specifies the extension that identifies this system for incoming

gateway calls. The default H.323 Extension is initially based on the system serial

number, but it can be changed.

Number of Digits in DID Number

Number of Digits in Extension

3. Select Next and enter a prefix or suffix for each bandwidth you want to allow for gateway calls.

Be sure to configure the gateway to use the same prefixes and suffixes you define for the system.

Specifying Quality of Service

Set the Quality of Service options for the way your network handles IP packets during video calls.

To specify the Quality of Service:

1. Go to System Info > Admin Setup > LAN/H.323 > QOS.

Specifies the number of digits configured by your network administrator.

2. Configure these settings:

Setting Description

Type of Service (ToS) Field

Type of Service (ToS) Value

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Lets you choose your service type.

Specifies the value of the Type of Service (ToS) byte in the IP packet header for video , audio, and f ar-end camera control. These values are supported:

Type of Service Minimum Value Maximum Value

IP Precedence: 0 5 Diffserv: 0 63

Setting Description

Chapter 3 - Configuring Network Use

Dynamic Bandwidth

Enable PVEC Allows the system to use PVEC (Polycom Video Error

Specifies whether to let the system automatically find the optimum line speed for a call if packet loss occurs.

Concealment) if packet loss occurs.

Configuring ISDN Support

You can add one optional network interface module to the system. This lets you extend the functionality of the system so that you can:

❑ Make ISDN calls over a PRI/T1 network (in North America) or PRI/E1

(outside of North America).

❑ Make ISDN calls over a BRI network. ❑ Connect encryption or other third-party network equipment using a Serial

V.35/RS-449/RS-530 interface.

This section describes the settings for all optional network interfaces and identifies the settings that are available only for specific network interfaces.

You can configure a network interface only if the corresponding network interface module is installed. The system automatically detects the module and displays only the required configuration screens.

Configuring Inverse Multiplexer (IMUX) Settings

You must configure the IMUX settings for Quad BRI and PRI only. If your system uses the V.35/RS- 449/RS-530 network interface, skip this section.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To configure Inverse Multiplexer (IMUX) settings:

1. Go to System Info > Admin Setup > Video Network > IMUX.

2. Choose each icon and configure the settings on the corresponding screens:

Choose... Then do this...

Numbers 1. Specify the area code for this system’s location.

2. Specify the numbers assigned to the B1 and B2 channels for

each line.

The two numbers for a line may be the same or different, depending on the switch protocol in use.

SPIDs (for Quad BRI with NT-1 device only)

Audio Quality Specify the minimum bandwidth allowed for calls using the G.722

Advanced Dialing Specify whether to dial the ISDN channels all at once or one at a

Dialing Speeds Select the call rates that users can choose for making calls.

1. If the system is on a PBX, select PBX. You will not need to do any further configuration on this screen.

Note: The PBX selection is not available on the web interface. If you are configuring the system from the web interface, and the system is on a PBX, skip this screen.

2. If the system is not on a PBX, and you have configured ISDN switch protocol to be AT&T 5ESS Multipoint, NI-1, or Nortel DMS-100, specify the system’s SPIDs . The system then verifies the numbers. If the system is unable to verify the SPIDs, mak e sure the system is connected and that the ISDN numbers you entered are correct. If the system is located in the United States or Canada, you can have the system detect the SPIDs automatically.

3. Select Start.

algorithm. All calls below this bandwidth use the G.728 algorithm.

time. If you choose to dial channels one at a time, each channel is

dialed only after the previous channel connects Use this setting if you experience problems dialing all channels at once.

• Nx56 and Nx64 rates are available for ISDN calls.

• IPx56 and IPx64 rates are available for IP calls.

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Configuring the Quad BRI Network Interface

To configure the ISDN Network settings:

1. Go to System Info > Admin Setup > Video Network > ISDN Network.

2. Configure these settings:

Setting Description

Country Code Specifies the country code for this system’s location. Area Code Specifies the area code or STD for this system’s location.

Chapter 3 - Configuring Network Use

Number A Number B

ISDN Switch Protocol

ISDN Dialing Prefix Specifies the number to dial to access numbers outside the PBX.

Specifies the primary and secondary ISDN numbers assigned to this system.

Specifies the ISDN switch protocol used by the network. Contact your ISDN network service provider for this information.

If the system is not located on a PBX, leave this field blank.

Configuring the PRI Network Interface

To use the PRI network interface, you must configure the following:

❑ PRI network support ❑ PRI channels ❑ PRI information

Your ISDN service provider can tell you which protocol your network uses. If you later change the country setting, the PRI switch protocols available may also change, and you may be prompted to configure a different PRI switch protocol.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To set up PRI network support:

1. Go to System Info > Admin Setup > Video Network > IMUX > PRI Network

> PRI Setup.

2. Configure these settings:

Setting Description

Line Signalling Specifies the framing format in use.

This setting is configurable for PRI E1, read-only for PRI T1.

CSU (PRI T1 only)

Line Build Out (PRI T1 only)

Switch Protocol Specifies the Network switch protocol. The available choices are

Specifies whether this system uses an external or internal Channel Service Unit (CSU).

For systems using an internal CSU, indicates the output attenuation in dB. Your service provider can provide you with these values.

For systems using an external CSU, indicates the length (in feet) of the RJ-45 cable that connects the PRI network interface module to the CSU.

determined by the system’s country settings. This setting is read-only for PRI E1, configurable for PRI T1.

3. Select Advanced PRI Setup and configure these settings:

Setting Description

Restore Default Resets all values on this screen. This does not affect other PRI

settings.

Numbering Plan Select the appropriate numbering plan for your location, if it differs

from the default.

International Dialing Prefix

Call-by-Call Specifies a code that the system sends to the telephone company

Specify the dialing prefix needed for international calls.

switch to request a special service, if such a code is required. Consult your telephone service provider to determine the proper

call-by-call value.

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Chapter 3 - Configuring Network Use

To configure the PRI channels:

1. Go to System Info > Admin Setup > Video Network > IMUX > PRI Network

> PRI Status.

2. Select a channel to activate or deactivate it. Active channels are represented by

a green icon, and inactive channels are represented by a gray icon.

Channels should be activated and deactivated only by a knowledgeable network professional.

To access PRI Information:

1. Go to System Info > Admin Setup > Video Network > IMUX> PRI Network > PRI Information.

2. You can view the following read-only information:

Setting Description

PRI Line Type Displays read-only information about the system and Number of Active Channels D Channel Location Network Mode Clock Source Termina l Endpoint ID (TEI) Line Termination (PRI E1 only)

its configuration.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring the Serial V.35/RS-449/RS-530 Network Interface

To use the serial network interface for the system, you may need to configure the following:

❑ Video network settings ❑ Network control signals ❑ Calling profile ❑ Broadcast Mode ❑ Dialing speeds ❑ Crypto Resync

To configure serial video network settings:

1. Go to System Info > Admin Setup > Video Network > Video Network.

2. Configure these settings:

Setting Description

RS-366 Dialing Allows users to dial calls from this system.

Uncheck this box if this is a dedicated connection or if

another device is used for dialing calls. V.35 Ports Used Specifies whether one or two lines are connected. Dialing Protocol Specifies the protocol used by this system. Broadcast Mode Enab les support for H.331 broadcast transmissions from

this system.

This enables the system to send video and audio to many

other system, such as large satellite networks.

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Chapter 3 - Configuring Network Use

To configure serial interface control signals:

The system can provide standard or inverted signal polarity. Refer to the documentation supplied with the device you have connected to the V.35/RS-449/RS-530 network interface module to determine whether you need to change signal polarity. Do not change signal polarity unless your equipment requires it. Incorrect signal polarity settings will prevent the equipment from working properly.

1. Go to System Info> Admin Settings > Video Network > Advanced V.35.

2. Configure these settings:

Setting Description

ST Lets you specify the signaling required by the external RT RTS

device connected to the system. Specify normal or inverted, as appropriate. In most cases, normal signaling is appropriate.

DCD CTS DTR DSR

To choose a calling profile for the connected equipment:

1. Go to System Info > Admin Setup > Video Network and enable RS-366 Dialing.

2. Select Advanced Dialing and configure these settings:

Setting Description

Prefix Lets you specify the dialing prefix required to reach an outside

line.

Calling Profile Lets you specify what data communications equipment is

connected to the network interface. The system automatically displays the default prefixes, suffix es, and calling speeds required by that device.

If your device is not listed, choose Custom.

Speed Lets you define the prefixes or suffixes to use f or each speed used

in a Custom Calling Profile. For information about required prefixes and suffixes, see the documentation that came with the device.

If you choose a predefined Calling Profile, this information is supplied for you.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To configure Broadcast Mode settings:

1. Go to System Info > Admin Setup > Video Network > Video Network and enable Broadcast Mode.

2. Select Broadcast Mode Setup and configure these settings:

Setting Description

Video Format Specifies the resolution at which video is transmitted. Video Protocol Specifies the protocol used to transmit video. Choose the lowest

protocol supported by all systems in the conference. Audio Mode Specifies the protocol used to transmit audio, Fram e Ra te Specifies the frame rate to use.

In Broadcast Mode, the system sends and receives audio and video without handshaking with the far end systems. This enables the system to send transmissions to many systems at once, such as satellite networks. In this mode, the system does not receive audio and video from all far site systems.

To select dialing speeds:

1. Go to System Info > Admin Setup > Video Network and enable RS-366 Dialing.

2. Select Dialing Speeds and select the call rates that users can choose for making

calls.

• Nx56 and Nx64 rates are available for ISDN calls.

• IPx56 and IPx64 rates are available for IP calls.

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Chapter 3 - Configuring Network Use

To configure crypto resync:

1. Go to System Info > Admin Setup > Security > Crypto Resync.

2. Configure these settings:

Setting Description

Crypto Resync Allows a system connected to cryptographic equipment to

signal when it loses video synchronization during a call. The cryptographic equipment can then resynchronize with the far end.

When this option is enabled, the resynchronization pulses are sent out on the RTS signal.

To use this option, the cable to your cryptographic equipment should route the V .35/RS-449/RS-530 network interface module’s RTS signal to the appropriate resync

input on the cryptographic equipment. Time Between Pulses (sec) Specifies the time between resync pulses in seconds. Pulse Width (millisec) Specifies the pulse duration in milliseconds.

You may need to use crypto resync when you connect a cryptographic coder/decoder between the system and the network. This allows the system to signal the cryptographic device when video synchronization is interrupted.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring the Global Address Book

If your organization uses the Polycom Global Management System, you can configure your system to use the Global Address Book. The Global Address Book provides a list of other systems that are registered with the Global Directory Server, and available for calls. The other systems appear in the Address Book, allowing users to place calls to other users by selecting their names.

Configuring the Global Address Book Server Settings

To configure the Global Address Book Server settings:

1. Go to System Info > Admin Settings > LAN/H.323 > Global Address > Server.

2. Configure these settings:

Setting Description

Server IP Address Specifies the IP address or DNS name of the Global Address

Book Server. Server Password Lets you enter the Global Directory password, if there is one. Connected Indicates whether the system is connected to the Global Address

Book Server. OneDial Available Indicates whether the Polycom OneDial feature can be used. Display Global

Addresses Register This

System When Power ed On

Displays other registered systems in this system’ s Global Address

Book.

Specifies whether to display this system’s name in the Global

Address Books of other registered systems.

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Setting Global Address Book Preferences

The available display and dialing preferences are determined by the call types and gatekeepers configured for this system. Depending on how your system is configured, you may not see all of the settings described in this section.

To set the Global Address Book preferences:

1. Go to System Info > Admin Settings > LAN/H.323 > Global Address > Preferences.

2. Configure these settings:

Setting Description

Chapter 3 - Configuring Network Use

Show Addresses in Address Book

Maximum Line Speed for Global Addresses

Preferred Alias (E.164)

Lets you specify whether to show IP addresses, ISDN addresses, or both in the Address Book. You can choose from the call types you specified on the Video Call Preferences screen.

Specifies the line speeds to use for calling the Global Address Book numbers displayed in this system’s Address Book. You can set a different speed for each type of address.

These settings do not apply to local entries you add to the Address Book on this system.

Specifies the numeric extension or telephone number that you want outside systems to use to reach this system. This option is only available if you have registered your system with a Gatekeeper and the Global Address Book server.

To select the Preferred Alias:

1. Select this field to display the Preferred Alias screen.

2. Select the alias you want to register with the Global Directory

Service.

Your choices are determined by the Gateway Number Type configured for this system:

Gateway Number Type Possible Alias

Direct Inward Dial (DID) ISDN number (for native ISDN)

Full DID number DID number provided by switch DID extension H.323 extension

Number + Extension ISDN number (for native ISDN)

H.323 extension

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

3. Select OneDial Preferences and configure these settings:

Setting Description

Primary Call Type Choice

Secondary call Type Choice

Polycom OneDial™ simplifies placing videoconferencing calls by negotiating bandwidths, determining alternate routing, and allowing conference on demand. Your system must be configured to use PathNavigator to use OneDial calling.

Allows you to specify how to place calls - IP or ISDN. For Directory entries containing both IP and ISDN numbers, the

system places the type of call you have specified as the primary call type. You can specify a call type to use when the primary call type is not avai labl e, or y ou can specif y None if you wish users to place calls only by IP or only by ISDN.

If you choose Manual for the primary call type, the system prompts the user to choose a call type.

Configuring the System for Use on a Private Network

The Private Network ISDN Number provides a second number that can be used to call the system. If an organization’s PBX has two different lines coming from different network providers, the Private Network Number identifies the additional lines needed after the first line connects.

The Private Network Number can also signal the PBX to route additional calls through the PBX instead of going outside the PBX through the trunk line.

Some PBX systems signal the same called number regardless of the number used to call an endpoint. In this situation, the private number method may not work.

To configure the system for a Private Network:

1. Go to System Info > Admin Setup > LAN/H.323 > Global Address > Private Net.

2. Enter the Private Network Numbers for each line.

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Setting the Dialing Rules

If your system is connected to your organization’s private network and also to a public network, you may need to specify the codes and prefixes necessary for dialing other systems. If your system is connected only to a public network, you do not need to enter any dialing rules.

When you define dialing rules, your system’s Address Book can display dialing information about other videoconferencing systems correctly, including all of the numbers, area codes, country codes, and international dialing access codes necessary for making calls from this system. For example, if your system is in Melbourne, the Address Book displays the correct numbers and codes for dialing systems in Paris, New York, and Cape Town, just as they should be dialed from Melbourne.

When you place a call using the Global Address Book, your system chooses the call type using these guidelines:

Chapter 3 - Configuring Network Use

If You Call From This Network:

Public Network Public Network Public Network Public Network Private Network Public Network Private Network Public Network Public Network Private Network Private Network Private Network

To This Network: Your System Places

the Call Using:

To set the dialing rules:

1. Go to System Info > Admin Setup > LAN/H.323 > Global Address > Dialing Rules 1.

2. Configure these Dialing Rules:

Setting Description

Number of Digits in Extension

Specifies the number of digits in the extension used to call other systems with the same area code (or city code) and prefix.

For example, if your system’s number is 1-512-555-1212 and you can call a system at 1-512-555-1214 by entering 51214, your exten s i o n ha s 5 di g i ts.

Leave this field blank if the system is not connected to a PBX.

International Dialing Prefix

Specifies the prefix to use for placing international calls. This prefix is automatically added to international calls made from the Global Directory.

Note that this overrides the international dialing prefix for the country specified in Syst em Info > Admin Setup > General Settings > Country.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Setting Description

Public Network

Allows your system to use a public network for making calls.

Access Public Network

Dialing Prefix

Specifies the prefix required by your PBX for calls that use the public network.

This prefix is automatically inserted before dialing public network numbers from the Global Directory.

Public Network (same area code)

Specifies the prefix to use for public network calls between systems in the same area code.

Prefix Private Network

Access

Allows this system to use a private network for making calls. When you enable private network access, the Global Address

Book displays private network numbers f or all systems that also allow private network access.

Private Network Dialing Prefix

Specifies the prefix to use to call another system on the same private network.

3. Go to System Info > Admin Setup > LAN/H.323 > Global Address > Dialing Rules 2:

Setting Description

If Area Code = ___ Dial Prefix ___ Lists the prefix to use in place of the area code

specified.

Always Dial Area Code Specifies that calls to sites in the same area code

must include the area code.

Dial 1+ for all USA calls Specifies that calls to systems in the United States

must include a “1” before the area code.

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Placing a Test Call

When you finish configuring the system, you may wish to place a call to test your setup.

You can find a list of worldwide numbers that you can use to test your system at

www.polycom.com/videotest.

To place a test call:

1. Select Video Call from the main screen.

2. Enter the ISDN number, system name or IP address.

To enter text, press Keyboard to access the onscreen keyboard.

Chapter 3 - Configuring Network Use

3. Enter a second ISDN number, if necessary.

4. Select the call type.

5. Select the call speed.

6. Press Call-Hang Up on the remote control.

If you have trouble making video calls:

❑ Make sure the number you dialed is correct, then try the call again. For

example, you may need to dial 9 for an outside line or include a long distance access code or country code.

❑ To find out if the problem exists in your system, ask the person you were trying

to reach to call you instead.

❑ Find out if the system you are calling has its power turned on and is

functioning properly.

❑ If you can make calls but not receive them, make sure that your system is

configured with the correct number.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Keeping your Software Current

If you have Internet access, you can use the web-based Softupdate application to upgrade the system software. If you do not have Internet access, your reseller can supply you with the updated software on CD-ROM.

Before you begin, read the Release Notes, available at www.polycom.com/videosoftware, for the latest information about your software version.

The following diagram shows the overall process of updating software.

Update your system

www.polycom.com

softupdate.exe

Update additional systems

ISDN

The following table describes how to update your system.

To complete this task... In this way... Do this:

Install the software update application on a computer

From the software CD Place the CD in your computer’s CD drive. From the web 1. Open a browser and go to www.polycom.com.

2. Go to the Software Downloads area and navigate to your product.

3. Select the appropriate Release Code.

4. Log in to the Polycom Resource Center.

5. Navigate to the ViewStation EX, FX, and

VS4000 Downloads and select the current software release.

6. When the system prompts you to open or save the file, click Save.

7. In the Save As window, clic k Sa ve to place the .zip file on your desktop, or specify where to save it.

8. Open the .zip file and extract softupdate.exe.

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Chapter 3 - Configuring Network Use

To complete this task... In this way... Do this:

Connect to the system From your organization’s LAN Verify that the computer and the system are both

connected to the LAN - for example, b y opening a command line on the computer to ping the system.

Directly to a system on a LAN Connect a LAN cable from the computer’s LAN

port to the system’s PC LAN connector, shown at the left.

PC LAN

Directly to a system that is not on a LAN, configuring static IP addresses manually

Directly to a system that is not on a LAN, configuring the system to provide the computer’s IP address

T o use this method, the system must have been configured as a DHCP server during the previous software update.

1. Connect a LAN cable from the computer’s LAN port to the system’s PC LAN connector , shown at the left.

2. On the system, select System Info > Admin Setup > LAN/H.323 > LAN/Intranet > LAN & Intranet.

3. In the DHCP field, select Off.

4. Enter the following:

IP Address: 1.1.1.2 Default Gateway: 1.1.1.1 Subnet Mask: 255.255.255.0

5. Configure your computer to use a static IP address: IP Address: 1.1.1.3 Subnet Mask: 255.255.255.0

1. Connect a LAN cable from the computer’s LAN port to the system’s PC LAN connector , shown at the left.

2. On the system, select System Info > Admin Setup > LAN/H.323 > LAN/Intranet > LAN & Intranet.

3. In the DHCP field, select Server. When the

system displays the confirmation message, select Yes.

4. When you navigate out of this screen, the system displays a message asking if you want to save the changes. Select Yes to sa ve the changes and restart the system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

To complete this task... In this way... Do this:

Update the system’s software

Update ISDN systems at other sites

From the computer 1. Start the Softupdate.exe application.

2. Enter the system’s IP address.

3. If necessary, enter the system’s administrator

password.

4. If you wish to delete the system’s Address Book, select Remove Address Book Entries.

5. If you wish to restore the factory settings during the update, select Remove System Files. This clears information such as the system name and network configuration settings.

6. If the system is not connected to a LAN and you wish to allow it to issue an IP address to the computer, select Allow System to be a DHCP

Server.

From the updated system

Note: You will need the administrator password and the software update password for each system that you update.

1. From the updated system, place an ISDN call

to another ViewStation EX, ViewStation FX, or VS4000 system.

2. After the call connects, go to the main screen and select System Info > Admin Setup.

3. Enter the administrator password (if any) and select Software/Hardware > Update.

4. Select Start. If the system prompts you for the far site’s password, enter it and select Start again.

The call ends when the data transfer is complete. The far-site system takes about four minutes to rewrite its system files and restart.

Do not power off the system during the software upgrade process. If the upgrade is interrupted, the system may lose its system files. If this happens, you will need to do the software upgrade again and run the setup wizard to configure the system.

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Designing the User Experience

Every organization has users with different needs. You can customize the behavior of the system and build in various access levels for your users, depending on how much or how little you want them to change system behaviors.

When you set up the system for the first time, the system is configured with the most commonly used settings. If you need to change any of these initial settings, you can adjust the screen settings as described in this chapter.

If you established an administrator’s password during the initial configuration, you must enter it each time you change advanced settings.

What’s in this Chapter? Page

Managing User Access to Settings and Features 4-2 Designing Video and Audio Behaviors 4-5 Configuring Data Conferences and Streaming Calls 4-13 Designing General System Behaviors 4-16 Helping Users Get Started 4-25

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Managing User Access to Settings and Features

You can manage user access to settings and features by using passwords and by configuring the system to show only those options you want your users to see.

To maintain this security level... You can allow users to...

High Call only the numbers you specify in the Address Book. Medium Make changes to common user preferences by allowing access

to the User Setup screen. See Letting Users Customize the

Workspace on page 4-4.

Place calls using the restrictions you specify for length of call, type of call, and use of the Address Book. See Limiting What

Users Can Do With the System on page 4-5.

Low Configure all system settings. If you choose not to set an Admin

Pass w o rd, users will ha ve access to all system settings.

Setting the Admin Password

You set an administrator’s password to restrict who can:

❑ Make changes other than those in the User Settings screen ❑ Update the software ❑ Perform remote management using the web interface

To set or change the Admin Password:

1. Go to System Info > Admin Setup > Security.

2. Enter or change the admin password.

To reset a forgotten Admin Password:

1. Get the system’s serial number from the system or from the System Information screen.

2. Go to System Info > Diagnostics > Reset System.

3. Enter the system’s serial number and select Delete System Files.

4. Select Reset System.

When the system completes the reset, it leads you through the setup wizard. You can enter a new Admin Password when you set up the system.

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Chapter 4 - Designing the User Experience

Screens that Require the Admin Password for Access

The following diagram shows top-level system screens for the ViewStation system. All screens within Admin Setup require the administrator’s password.

Admin Setup Diagnostics

General

- Numbers

- SPIDS

- Audio Quality

- Advanced

Video

IMUX

Call

Multipoint

ISDN

LAN/H.3

LAN/Intran

H.323

Streaming

NTP

SNMP

Global

Data

- LAN & Intranet

- Advanced LAN

- Setup

- Dialing Speeds

- Server

- Preferences

- Private Net

- Dialing

- Setup

- Info 1

User Setup

Phone/Au

Video/Came

TV Monitors

Graphics

Cameras

VCR

Securit

Software/

RS-23 Software

Hardware

System

Quality of

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Letting Users Customize the Workspace

You can allow users to change common user preferences by providing access to the User Setup screen.

1. Go to System Info > Admin Setup > General Setup, then select .

2. Check the Allow User Setup option to make the User Setup option available

to users on the System Info screen.

User Setup includes the following options:

❑ Auto-Answer Point to Point ❑ Auto-Answer Multipoint ❑ Mute Auto-Answer Calls ❑ PIP adjustment ❑ Far Control of Near Camera ❑ Backlight Compensation ❑ Allow Remote Monitoring ❑ Meeting Password ❑ Far Site Name Display Time ❑ Multipoint Mode

Some of these options are also available to administrators on the Admin Settings screens.

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Limiting What Users Can Do With the System

You can limit what you allow users to do with the system by configuring the following:

❑ Maximum time in call — Go to System Info > Admin Setup > General Setup

and specify the maximum call length allowed.

❑ Allow Dialing — You can prevent users from making calls to destinations

other than those listed in the Address Book. Go to System Info > Admin Setup > General Setup and clear the Allow Dialing option. Users can make calls from the Address Book but cannot access the Video Phone screen to enter other video numbers.

❑ Allow H.320 and H.323 Mixed Calls — If you do not want to allow mixed

protocol calls on your system, go to System Info > Admin Setup > Video Network > Call Preferences, and clear this option.

❑ Allow Address Book changes — If you do not want users to save changes to

the local address book of the system, go to System Info > Admin Setup > General Setup and clear this option.

Chapter 4 - Designing the User Experience

❑ Allow Modifications to Camera Presets — If you have set presets on the

sytem and you do not want users to change or delete them, go to System Info > Admin Setup > General Setup and clear this option.

Designing Video and Audio Behaviors

You can configure the following video and audio behaviors to accommodate your environment:

❑ Camera Settings ❑ TV Monitors ❑ Content Display ❑ VCR Options ❑ Telephone and Audio Settings ❑ Touch Panel Control Settings ❑ Displaying Closed Captions

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring Camera Settings

The Cameras screen lets you specify camera settings, as appropriate for the equipment you are using.

To configure camera settings:

1. Go to System Info > Admin Setup > Video/Cameras > Cameras.

2. Configure these settings:

Setting Description

Far Control of Near Camera

Backlight Compensation

Enable Snapshot Allows users to take snapshots, using the remote control, during

Snapshot Camera Lets you specify the camera that is used to take snapshots during

Camera Direction Specifies the direction the camera moves when using the arrow

Primary Camera Specifies whi ch came ra is the main camera. High Resolution

Cameras

Specifies whether the far site can control the position of the near-site camera. When this option is selected, a user at the far site can control the framing and angle of the camera for the best view of the near site.

Specifies whether to have the camera automatically adjust for a light background. Backlight compensation is best used in situations where the subject appears darker than the background.

calls.

buttons on the remote control.

Lets you specify which cameras are high resolution cameras. If you are using a document camera or a VCR, choose high resolution for crisper images.

To set up cameras (VS4000 only):

1. Go to System Info > Admin Setup > Video/Cameras > Cameras > VS4000 Camera Setup.

2. Specify the following camera settings for each camera you are connecting to

the VS4000:

• Camera number

• S-video or composite connection

• Pan/Tilt/Zoom capability

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You can connect four cameras to your VS4000 system. Up to three cameras can use S-video. Two cameras can be set for pan/tilt/zoom capability.

Configuring TV Monitors

The system allows you to customize displays to suit your room and equipment configuration, including choosing the monitor for presenting content.

To configure TV monitors:

1. Go to System Info > Admin Setup > Video/Cameras > TV Monitors.

2. Configure these settings:

Setting Description

Chapter 4 - Designing the User Experience

Display Icons in a Call

Snapshot Timeout Lets you choose whether to have snapshots and slides time out,

Number of Monitors

PIP Specify PIP (Picture-in-Picture) behavior:

60 fields/sec at >=512Kbps: (Wide Screen Video)

Specifies whether to display all on-screen graphics, including icons and help text, during calls.

after a period of four minutes, and return to live video. Do not select this option if you want the user to control the return

to live video by pressing the Near button on the remote control. Specifies the number of monitors connected to the system.

•On — The PIP window stays on for the duration of the call.

•Off — The PIP window is not displayed during the call.

•Auto — The PIP is displayed when a use r pi cks up the remote. Note: PIP settings are also available in the User Settings screen.

Specify whether to use the wide screen video option for calls using bandwidth of 512Kbps or more.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring the Content Display

You can configure the ViewStation system to display content on a TV monitor or a high-resolution display.

To configure the content display:

1. Go to System Info > Admin Setup > Video/Cameras > Graphics Monitor.

2. Configure these settings:

Setting Description

TV Monitor Specify that video and content is displayed on the main TV monitor

connected to the system.

FX VGA Specify the following settings f or high-resolution content displa y if

you have a VGA monitor or projector connected to the system:

• VGA Output with No Graphics — Specify screen appearance when there is no content to display.

•VGA Resolution — Specify the VGA resolution for your monitor. The system allows you to specify up to 1280 x 1024 resolution. Select the maximum VGA resolution that your monitor or projector can support. Consult the user manual provided with the VGA monitor or projector for this information.

VCFX VGA Display Specify the required behavior if you have a VGA monitor or

projector connected directly to the Visual Concert FX unit:

• Send content when PC connected — Specifies whether to send content automatically when the PC is connected to the Visual Concert FX unit. If this option is not selected, the presenter sends content to all sites by pressing the Play button on the Visual Concert FX unit.

• View with VCFX VGA Display — Specifies whether to display the content locally on a VGA display device connected to the Visual Concert FX unit. Presenters can use to this option to view content locally for the duration of the call.

If you change Graphics Monitor settings during a call while content is being sent, you will not see the content at the local site unless you stop and restart the content stream by pressing Play on the Visual Concert FX unit.

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Chapter 4 - Designing the User Experience

To configure VGA Input Calibration:

1. Go to System Info > Admin Setup > Video/Cameras > VGA Input.

2. Configure these settings:

Setting Description

Phase Lets you calibrate the VGA input by increasing or decreasing the

phase. Horizontal Position Allows you to adjust the horizontal position of the frame. V e rtical Position Allows you to adjust the vertical position of the frame.

This screen is only available when the Visual Concert FX unit is connected to the system.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring a VCR to Record Calls

You can connect a VCR or DVD to play recorded material during a call or to record your videoconference. You can also connect two VCRs to play material and record the conference at the same time.

No system configuration is required before playing a VCR into a call.

To configure call recording with a VCR:

1. Go to System Info > Admin Setup > Video/Cameras > VCR.

2. Configure these settings:

Setting Description

VCR Record Source

VCR Audio Out Always On

For information about connecting a VCR to play or record, please refer to Optional Equipment Setup for VCR on page 2-23.

The VCR inputs are active when you select camera 3.

•Auto — Automatically records the current speaker.

•Near — Records the near site video only.

•Far — Records the far site video only.

Note: Audio from all sites is always recorded.

Species how the audio output behaves.

When this setting is disabled, the system supplies audio to the

VCR audio outputs only when the system is receiving audio from

the far site.

If you use a VCR to record the conference, enable this setting so

that the audio from the near-site microphone pods and data

collaboration control are recorded along with the far-site audio.

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Configuring Telephone and Audio Settings

1. Go to System Info > Admin Setup > Phone/Audio.

2. Configure these settings:

Setting Description

Chapter 4 - Designing the User Experience

System Telephone Number

Room Phone Number

Echo Canceller Lets you specify whether to use the system’s built-in echo

Mute Auto-Answer Calls

Sound Effects Volume

Audio Quality Specifies the audio quality preference depending on call

Specifies the phone number of the system, including country and area codes for the system’s location.

If you do not select System Telephone Number, the Telephone selection is not available from the main screen.

Enter the telephone number of the room where the system is located.

canceller. Note: If you are using a Polycom Vortex® system with your

ViewStation system, and you want to use to the Polycom V ortex echo cancellation feature, clear this selection.

Selects whether to mute incoming calls. Incoming calls are muted by default until you press the mute

button on the microphone pod or the remote control. Sets the volume level of the ring tone and user alert tones.

bandwidth.

Configuring for Use with a Touch Panel Control

1. Go to System Info > Admin Setup > Software/Hardware > RS-232.

2. Configure these settings:

Setting Description

Baud Rate Set the baud rate to the same value that it is set on the touch

panel control.

RS-232 Mode Select Control. This allows any device connected to the RS-232

port to control the system.

Flow Control Set this to match the touch panel control.

For a list of all available API commands, see the API Guide for ViewStation EX, ViewStation FX, and VS4000, available at www.polycom.com/videodocumentation.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Displaying Closed Captions

You can provide real-time text transcriptions or language translations of the video conference by displaying closed captions on your system. When you provide captions for a conference, the captioner uses a web browser to listen to the conference audio and enter the caption text in the system’s web interface. When the captioner sends a unit of text, all sites see it on the main monitor for 15 seconds. The text then disappears automatically.

Closed captions are supported for IP or ISDN point-to-point calls between these systems:

❑ ViewStation SP, MP, V.35/RS-449/RS-530 systems with software version 6.5 or

later

❑ ViewStation FX or VS4000 with software version 2.5 or later

To supply closed captions for a conference:

1. On a PC, open a web browser.

2. In the browser address line, enter the IP address of the system, for example,

http://255.255.255.255, to go to the system’s web interface.

3. Click Show Closed Caption.

4. Log in using this information:

User Name: Your na me.

Password: Meeting password defined for your video conferencing system.

5. In the Closed Captioning screen, type the caption text into the Current field.

You can enter up to 250 characters per line.

6. Press Enter to send the text to the sites in the conference.

The text is also added to the History field of the Closed Captioning screen.

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Chapter 4 - Designing the User Experience

Configuring Data Conferences and Streaming Calls

Configuring Data Conferences

ViewStation systems support data conferencing for:

❑ point-to-point ISDN calls, and ❑ multipoint calls using external H.320 bridges that support this feature.

You can configure your ViewStation system to work with other data conferencing devices, such as ShowStation, WebStation, and StreamStation. You can also configure the ViewStation system to work with Microsoft NetMeeting.

To configure a data conference:

1. Go to System Info > Admin Setup > Data Conference.

2. Enter the IP address of the data conferencing device, or the IP address of the

PC on which NetMeeting is running.

For detailed instructions on setting up NetMeeting for calls, please refer to the Getting Started Guide for ViewStation EX, FX, and VS4000.

Configuring and Starting Streaming Calls

You can stream audio and video from one to many viewers with your ViewStation system, both in and out of a call. Viewers watch your presentation or meeting, via the system’s web interface, from their PC.

To configure a stream:

1. Go to System Info > Admin Setup > LAN/H.323 > Streaming.

2. Configure these settings:

Setting Description

Speed Specifies the speed used for the streaming call. IP Multicast Address Specifies the multicast address used for the stream. The default

address is based on your system serial number but can be changed, if required.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Setting Description

Number of Router Hops

Audio Port Specifies the fixed port used for audio. This can be changed if

Video Port Specifies the fixed port used for video. This can be changed if

Allow Streaming Adds the Call Type icon to the main screen.

Enable Streaming Announcement

Restore Defaults Restores to original settings.

Specifies the number of routers the data can traverse before it is no longer passed on. For example, when set to 1, the data stays within a subnet.

you need to go through a firewall.

By selecting Call Type > Streaming Call from the main scre en, users can start streaming calls.

Specifies whether the names of users logged on to the streaming system are displayed on screen.

To stream a conference:

1. On the main screen, select Call Type > Streaming Call.

2. Enter the password users must enter to view the streamed call from a browser.

Give this password to users who need to access the stream.

3. Select Start to begin streaming.

4. Place the video call to other participants.

You can also start streaming after you place the call.

To stop streaming a conference:

1. Press Call • Hang Up on the remote control.

2. Select Call Type.

3. Select Stop Streaming.

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Chapter 4 - Designing the User Experience

To stream a conference using the web interface:

1. On a PC, open a web browser.

2. In the browser address line, enter the system’s IP address, for example,

http://255.255.255.255, to go to the system’s web interface.

3. Enter admin as the user name, and the admin password, if a password has

been established.

4. Go to Set Up System > Admin Setup > LAN, H.323 and Global Services > Streaming.

5. Click Click here to go to Start Streaming page.

6. Click Start Stream.

To view a streamed conference:

1. On a PC, open a web browser.

2. In the browser address line, enter the system’s IP address, for example,

http://255.255.255.255, to go to the system’s web interface.

3. Click View a Meeting.

4. Log in using this information:

• User name: Your name

• Password: Password defined for the streamed conference. For more

information, contact the person who initiated the call.

5. Click View Streaming Video.

Instructions for viewing streams are also available in the Getting Started Guide for ViewStation EX, ViewStation FX, and VS4000.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Designing General System Behaviors

You can configure the following general system behaviors to accommodate the needs of your organization.

❑ General Setup ❑ Multipoint Calling ❑ Call Answer Mode ❑ Passwords and Security Options ❑ Date, Time, and System Location

For information about... See...

Setting video network usage preferences for calls

Setting call speeds for users

Configuring General Setup

The General Setup screen provides access to high-level options for the entire system. For convenience, some of the User Setup options are repeated on these screens.

1. Go to System Info > Admin Setup > General Setup.

2. Configure these settings:

Setting Description

Language Sets the language for the user interface. Country Specifies the country where the system is located.

System Name Enter or change the system name in this field. This name appears

Configuring Video Call Preferences on page 3-4.

Configuring Dialing Speeds on page 3-10.

Changing the country automatically adjusts the country code associated with your system number .

on the screen for the far site when you are making calls.

Auto-Answer Point to Point

Auto-Answer Multipoint

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Specifies whether to answer incoming point-to-point calls automatically.

Specifies whether to accept incoming multipoint calls automatically.

Chapter 4 - Designing the User Experience

Setting Description

Allow Dialing Specifies whether to allow users to place calls to destinations

other than those listed in the Address Book.

Display My IP or ISDN Information

Maximum Time in Call

Specifies whether to display the system’s IP address, ISDN number, or both on the main screen.

Enter the maximum number of minutes allowed for call length. When that time has expired, you see a message asking you if you want to hang up or stay in the call. If you do not answer within one minute, the call automatically disconnects. If you choose to stay in the call at this time, you will not be prompted again.

3. Select and configure these settings:

Setting Description

Allow User Setup Specifies whether the User Setup scre e n is accessible to users

via the System Info screen. Uncheck this option if you do not want users to change

environmental settings.

Allow Address Book Changes

Keypad Audio Confirmation

Display Speed Dial Specifies whether to display the Speed Dial list via the Address

Allow Modifications to Camera Presets

Specifies whether users can save changes they make to the system’s local address book.

Specifies whether to play a voice confirmation of numbers selected with the remote control.

Book option. Specifies whether to allow users to set or change camera preset

positions.

Screen Saver Wait Time

Specifies how long the system remains awake during periods of inactivity.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring Multipoint Calling

You can use the ViewStation systems to participate in multipoint conferences. Multipoint conferences include multiple video sites (IP and ISDN) and can also include voice-only calls. During a multipoint conference, a multipoint conferencing unit (MCU) enables the video to switch to the various sites so that you can see and hear the other conference participants.

You can use the internal MCU or the Conference-on-Demand feature of Polycom’s PathNavigator for multipoint calling.

The ViewStation FX and VS4000 are automatically enabled for multipoint calling. If you are using a ViewStation EX, you need to enter a multipoint option key to enable multipoint calling.

Entering a multipoint software registration key (ViewStation EX only)

Before placing multipoint calls with your ViewStation EX, you must enter a multipoint software registration key.

1. Go to System Info > Admin Settings > Software/Hardware > System Options.

2. Enter the multipoint key provided.

For information about purchasing the multipoint call option, please contact your Polycom distributor.

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Including more than three other sites in a cascaded call

You can include up to ten sites in a call if the sites you call have the internal MCU capability. The diagram below shows how to do this.

Originating system (site 1)

ViewStation EX, ViewStation FX, or VS4000

Chapter 4 - Designing the User Experience

Site

Any videoconferencing system

ViewStation EX, ViewStation FX,

or VS4000

Site

ViewStation EX, ViewStation FX, or VS4000

Any videoconferencing system

Site

Any videoconferencing system

ViewStation EX, ViewStation FX,

or VS4000

Site

Any videoconferencing system

Site

Any videoconferencing system

To place a cascaded call:

1. In the Address Book, create and call a multi-site entry, or place calls to up to three other sites.

2. Ask each far site to call up to two additional sites. Along with these two sites, each far site in the original multipoint call can add an audio-only site.

Calls through PathNavigator cannot be cascaded.

Site

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring multipoint settings

You can customize the way video is handled in multipoint calls to best support the types of calls your organization is making.

To configure multipoint video:

1. Go to System Info > Admin Setup > Video Network > Multipoint Setup.

2. Configure these settings:

Setting Description

Multipoint Mode •Auto — The view switches between Full Screen mode and

Discussion mode, depending on the interaction between the sites. If multiple sites are talking at the same time, Discussion mode is used. If one site is talking uninterrupted for at least 15 seconds, the speaker appears full screen.

•Discussion — All sites are displayed at the same time in separate windows on the display. This mode is also called continuous presence.

• Presentation — The speaker sees all other sites in discussion mode while the other sites see the speaker in full screen mode.

•Full Screen — The site that is speaking is shown in full screen to all other sites. This mode is also called voice-activated switching.

Auto-Answer Multipoint

Specifies whether to accept incoming multipoint calls automatically.

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Chapter 4 - Designing the User Experience

Configuring with PathNavigator’s Conference on Demand feature

If your organization uses Polycom’s PathNavigator, you can use PathNavigator’s Conference on Demand feature to place multipoint calls with up to 10 sites, including the site that places the call.

In order to place calls using PathNavigator, you need to:

❑ register your ViewStation system with PathNavigator, ❑ configure your ViewStation system to use PathNavigator for multipoint calls

(see Configuring the System to Use a Gatekeeper on page 3-10), and

❑ create a multi-site entry in the Address Book that can be used to place the

multipoint call.

Things to note when using PathNavigator’s Conference on Demand:

❑ Once the call begins, users cannot add another site to the call — even if the site

was in the call originally and is attempting to rejoin. Because of this, you cannot place cascaded multipoint calls through PathNavigator.

❑ The MGC needs to have enough ports available to complete the call. The

system displays a message if the MGC does not have enough ports available to connect all the sites.

Setting the Call Answering Mode

You can set up the system to answer calls automatically or manually or to refuse incoming calls.

To set the call answer mode:

1. Go to System Info > Admin Setup > General Setup.

2. Select Auto-Answer Point to Point to set the answer mode for calls with one

site, or select Auto-Answer Multipoint to set the mode for calls with two or more other sites.

3. Choose from the following:

•Yes — To answer calls automatically

•No — To answer calls manually

• Do Not Disturb — To refuse incoming calls automatically. The caller

receives a message that the site is unavailable.

Administrator’s Guide for ViewStation EX, ViewStation FX, and VS4000

Configuring AES Encryption

Before you can make encrypted calls, you may be required to enter an AES encryption software registration key.

1. Go to System Info > Admin Setup > Software/Hardware > System Options.

2. Enter the AES encryption key provided.

3. Go to System Info > Admin Setup > Security.

4. Under Encryption, configure these settings:

Setting Description

Required Specifies that all calls must be encrypted. If the far site does not

support encryption, calls will not be connected. Disabled Specifies that the encryption option is not required for calls. When available Specifies that encryption will be used when it is available on far

site systems, however unencrypted calls will still be connected

successfully.

For information about purchasing the AES encryption option, please contact your Polycom distributor.

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Polycom VS4000, VIEWSTATION FX, VIEWSTATION EX User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About this Guide

Key Features

Breakthrough Video Quality

Industry-Leading Audio Quality

AES Encryption Support

Additional Security Features

Easy Calling

Rich Conference Experience

Enhanced User Experience

Network Flexibility

Remote Management

Easy Installation

Standard System Components

Main System

Remote Control

Main Camera

Microphone

Power Supply

Hardware Kit

Cables

Documentation

Optional System Components

Network Interface Modules

Additional Microphone Pod

Visual Concert FX

Document Camera or Other Additional Camera

Additional Monitor

Projector

Other Optional Components

Setting Up Your System Hardware

Standard System Set-up

Positioning the Main System

Main Camera

Main Monitor

Microphone

Power Supply

Remote Control

Optional Equipment Set-up

Network Interface Modules

ISDN Network Hardware Checklist

Quad BRI Network Interface Module

PRI Network Interface Module

V.35/RS-449/RS-530 Network Interface Module

Additional Microphone Pod

Visual Concert FX

Document Camera or Other Additional Camera

Additional Monitor

Projector

Other Optional Components

Configuring Network Use

Getting the Network Ready

Network Connectivity Checklist

Using the Setup Wizard

Configuring Video Call Preferences

Configuring IP Calling

Configuring LAN Support

Configuring the System for Use with a Firewall or NAT

Specifying H.323 Settings

Configuring Dialing Speeds

Configuring the System to Use a Gatekeeper

Configuring the System to Use a Gateway

Specifying Quality of Service

Configuring ISDN Support

Configuring Inverse Multiplexer (IMUX) Settings

Configuring the Quad BRI Network Interface

Configuring the PRI Network Interface

Configuring the Serial V.35/RS-449/RS-530 Network Interface

Configuring the Global Address Book

Configuring the Global Address Book Server Settings

Setting Global Address Book Preferences

Configuring the System for Use on a Private Network

Setting the Dialing Rules

Placing a Test Call

Keeping your Software Current

Designing the User Experience

Managing User Access to Settings and Features