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Po l y c o m ® RMX ® 1500/2000/4000 Getting Started Guide Ve r s i o n 7.0.2 | Dec ember 2010 | DOC2560C.
T rademark Information P olycom®, the P olycom “T riangles” logo, and th e names and marks associated with P olycom ’s products are trademarks and/or service marks of P olycom, Inc., and are registered and/or common-law marks in the Un ited States and various other cou ntries.
Regulatory Notices United St ates Federal Comm unication Commission (FCC) Part 15: Class A St atement. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules.
Chinese Communication C ertificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07 Regulatory Notices.
P olycom RMX 1500/2000/4000 Getting Started Guide i T able of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 RMX 1500/2000/4000 ............ ......................................................... ....... 1-1 RMX Main Features .
T a ble of Con tents ii IP Services ..... ................... ................. .................... ................... 2-2 Management Network ... .................... ................. ................... 2-2 Default IP Service (Conferencing Service) .
P olycom RMX 1500/2000/4000 Getting Started Guide iii Viewing and System Functionality Permissions ............... 3-4 Conferences List ........... ................. .................... .................... .......... 3-5 List Pane ..................
T a ble of Con tents iv Gathering Phase ................. ................. ................... .................... ... 3-37 Gathering Phase Guidelines ..... ................. ................... ...... 3-39 Text Indication in the Video Layout ......
P olycom RMX 1500/2000/4000 Getting Started Guide v Cut Participant .............. .................... ................... ................. 3-76 Paste Participant ...................... .................... ................. ........ 3-77 Paste Participant As .
T a ble of Con tents vi.
1-1 1 System Overview This Getting Started Guide provides infor mation on the installation and basic operation of your RMX system. For more information on configuring and managing the system, refer to the RMX 1500/2000/4000 Adm inistrator’s Guide included with the system.
Chapter 1-System Overview 1-2 The RMX unit has, in addition, been designed in complia nce with IETF (Internet Engineerin g Task Force) – a large open interna tional community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architec tur e and the smooth operation of the Internet.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-3 The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN, by the RMX Web Client application, using Internet Explorer installed on the user’s workstation or the RM X Manager application. The RMX Manager can control several RMX units (RMX 1500, RMX 2000 and RMX 4000).
Chapter 1-System Overview 1-4 RMX Main Features Conferencing Modes Dynamic Continuous Presence The dynamic Continuous Presence (C P) capability of th e RMX system enables viewing flexibilit y by offering multiple viewing options and window layouts for video conferenci ng.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-5 Telepresence Mode TPX (Telepresence) and RPX (Realprese nce) room syst ems are co nfigured with high definition cameras a nd displays that are set u p to ensure that all participants share a sens e of being in the same room.
Chapter 1-System Overview 1-6 Additional video layouts have been created to give Telepresence operators more video layout options when configuring TPX room syste ms. These additional video layout options are available for selection when Telepresence is selected in the conferen ce profile.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-7 Operator Conference In Continuous Presence mode, a special conference that enables the RMX user, acting as an operator, to assi st participants without di sturbing ongoing conferences and without be ing heard by other conference participants.
Chapter 1-System Overview 1-8 H.239 / P eople+Content The H.239 protocol allows compliant en dpoints to share content. By default, all Conferences , Entry Queues , and Meeting Rooms launched on the RMX have H.239 capability. This protocol is also supported in MIH Cascading conferences.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-9 • Secure and unsecure a conference. • Request individual and conference assistance. PCM The Personal Conference Manager ( PCM ) interface enables the conference chairperson to control various conference feature s using his/her endpoint’s remote control device.
Chapter 1-System Overview 1-10 Conferencing Capabilities and Options On Demand Conferencing The following options are available to set up c onferences: • New Conference – set up once, use once. The conference is deleted from the MCU after it ends.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-11 • Dial-in: — for participants defined in advance (IP participants only) — for undefined participant s directly to a conference (IP and ISDN.
Chapter 1-System Overview 1-12 • Locking out Users • Displaying the Us er Login record — Controlling the U ser Sessions includes: • Limiting the maximum number of concurrent user sessions • .
P olycom RMX 1500/2000/4000 Getting Started Guide 1-13 • Message Overlay allows messages to be sent to all participants in an ongoing conference. • PCM enables the conference chairperson to control various conference features using his/her endpoint’s r emote control device.
Chapter 1-System Overview 1-14 W orkstation R equirements The RMX Web Client and RMX Manager applications can be inst alled in an environment that meets the following requirements: • Minimum Hardware – Intel® Pentium® III, 1 GHz or higher, 1024 MB RAM, 500 MB free disk space.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-15 W indows 7™ Security Settings If Windows7 is installed on the workstation, Protected Mode must be disabled before downloading the Version 7.0 software to the wor kstation. To disable Protect ed Mode: 1 In the Internet Options dialog box, click the Secur ity tab.
Chapter 1-System Overview 1-16 2 Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-17 3 After successful connection to RMX , the Enable Protected Mode check boxes can be selected to enable Protected Mode for the following tabs: —.
Chapter 1-System Overview 1-18 The Internet Opt ions dialog box is di splayed with General tab open. 5 In the Browsing history section, click the Delete button.
P olycom RMX 1500/2000/4000 Getting Started Guide 1-19 The De lete Browsing History dialog box i s displayed. 6 Select the Temporar y Internet files and Cookies check boxes. 7 Click th e Delete button. 8 The Delete Browsing Histor y dialog box closes and the files are deleted.
Chapter 1-System Overview 1-20 The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button..
P olycom RMX 1500/2000/4000 Getting Started Guide 1-21 The Down loaded Program Files fo lder containing the installed Program Files is displayed. 11 Select the CEMAClassLoaderCntl Obje ct file 12 Press the Delete key on the workstation. 13 Close t he Downloaded Prog ram Files folder and the Temporary Internet Files and History Set tings dialog box.
Chapter 1-System Overview 1-22.
2-1 2 First Time Installation and Configuration First Time Installation and Configuration of the Polycom RMX 1500/200 0/4000 consists of the fo llowing procedures: 1 Preparations: — Gather Network Eq uipment and Addres s Information - get the information needed for integrating the RMX into the local network.
Chapter 2-Fi rst Time Installation and Configuration 2-2 Preparations Gather Network Equipment and Address Information IP Services The IP addresses and network parameters which enable communication be.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-3 IP Network Services R equired Information When installing an RMX unit, thes e default IP address es must be modified to your local network setting s.
Chapter 2-Fi rst Time Installation and Configuration 2-4 ISDN/PSTN Services The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN switch and the ISDN li nes running from the ISDN/PSTN switch to the ISDN card installed in the RMX.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-5 Unpacking the RMX Unpacking the RMX 1500 To unpack and lift the RMX 1500: 1 When you receive the RMX 1500 packing case, inspect the equipment for damage and verify that the components match the packing slip.
Chapter 2-Fi rst Time Installation and Configuration 2-6 Unpacking t he RMX 4000 To unpack and li ft the RMX 4000: 1 When you receive the RMX 4000 packing case, inspect the equipment for damage and verify that the components match the packing slip.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-7 4 Remove the boxes and to p Stratocell® and open the anti-stati c plastic bag wrapping the RMX. 5 Holding the handle on each side, lift the RMX 4000 from the box, and place it on a flat surface or in a rack.
Chapter 2-Fi rst Time Installation and Configuration 2-8 Modifying the Factory Default Management Network Settings on the USB Key The USB key contains a text file, lan.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-9 Hardware Installation and Setup The RMX 1500/RMX 2000 unit should be mounted in a 19”rack in a well ventilated area. The RMX 4000 unit can be m ounted in a 19” or 23”rack in a well ventilated area.
Chapter 2-Fi rst Time Installation and Configuration 2-10 — Mount the RMX 1500 on top of the chassis runners. — Fasten the RMX to the rack with screws through the four holes in the RMX ’s front mounting brackets. • Using a shelf — Install the shelf, supplied by the rack manufacturer, in the rack.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-11 Connecting Cables to the RMX 1500 To connect the cables : •F o r t h e RTM-IP 1500 module : — Connect the Media cable to LAN 2 port . — Connect the Network cables to the MNG (Signaling) port & MNGB (Management Network) port .
Chapter 2-Fi rst Time Installation and Configuration 2-12 Installing the RMX 2000 • The following procedures have to be performed to install the RMX 2000 in your site: • Installing th e RMX in a r.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-13 • Using a shelf — Install the shelf, supplied by the rack manufactur er, in the rack. — Mount the RMX on the shelf. — Fasten the RMX to the rack with screws through the f our holes in the RMX’s front mounting brackets.
Chapter 2-Fi rst Time Installation and Configuration 2-14 Installing the RMX 4000 The following procedures have to be performed to instal l the RMX 4000 in your site: • Mounting the RMX in a rack .
P olycom RMX 1500/2000/4000 Getting Started Guide 2-15 Connecting the RMX 4000 to the Power Sources Connect the following power cables to the RMX 4000 back panel: AC Power Supply connections: 1 Insert power cables to each of the three AC Power E ntry Modules (PEMs).
Chapter 2-Fi rst Time Installation and Configuration 2-16 4 Using the two wires of an 10 AWG cable running from the DC power distribution unit, connect the blac k wire into the -48VDC terminal block and the red wire to the RTN terminal block. 5 Connect the green or green-yellow wire to the system single-point M6x15 “Ground” bolt.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-17 with an appropriate antioxidant co mpound before crimp connections are made. Tinned, solder-plated or silver plated conne ctors do not have to be prepared in this manner. 6 Replace the transparent plastic caps on the terminal block.
Chapter 2-Fi rst Time Installation and Configuration 2-18 First Entry P ower-up and Configuration There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence: 1 First-time Pow er-up 2 Product Registration.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-19 2 Power the RMX On . AC System - Turn ON the powe r by pressing on the power switch located on the rear panel of the RMX 1500/2000/4000. DC System (RMX 4000) - Turn ON the Main th at supplies power to the RMX and then turn ON each of the DC power rail modules.
Chapter 2-Fi rst Time Installation and Configuration 2-20 Procedure 3: Connection to MCU 1 Start the RMX Web Client application on the workstation. a In the browser’s address line, enter the IP address of the Control Unit in the forma t: http://<Control Unit IP Address>, as defined in the USB key.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-21 Procedure 4: Modifying the De fault IP Service and ISDN/ PSTN Network Service Settings The Fast Configuration Wizard assists in configuring the Signaling Network Service. It starts automatically if no Signaling Network Service is defined.
Chapter 2-Fi rst Time Installation and Configuration 2-22 Fast Configuration W izard 1 Enter the required IP information in the dialog box. RMX 1500 RMX 4000 RMX 2000.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-23 2 Click Next . T able 2-4 Fast Configuration Wizard – IP Signaling Field Description Network Service Name The name Default IP Service is assigned to the IP Network Service by the Fast Configuration Wizard.
Chapter 2-Fi rst Time Installation and Configuration 2-24 3 Enter the required Routers information in the dialog box. 4 Click Next . T able 2-5 Fast Configuration Wizard – Routers Field Descrip tion Default Router IP Address Enter the IP address of the default router .
P olycom RMX 1500/2000/4000 Getting Started Guide 2-25 5 Enter the required DNS information in the dialog box. T able 2-6 Fast Configuration Wizard – DNS Field Description MCU Host Name Enter the name of the MCU on the network. Default name is RMX. DNS Select: • Off – if DNS servers are not used in the network.
Chapter 2-Fi rst Time Installation and Configuration 2-26 6 Click Next . 7 Select the IP Network Type: H.323, SIP or H.323 & SIP . 8 Click Next . 9 If you selected SIP only, go to Step 13. 10 Enter the required Gatekeeper information in the dialog box.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-27 11 Click Next . 12 If you selected H.323 only , go to Step 15. T able 2-7 Fast Configuration Wizard – Gatekeeper Field Description Gatekeeper Select Spe c if y to enab le config uration of the gatekeeper IP address.
Chapter 2-Fi rst Time Installation and Configuration 2-28 13 Enter the required SIP Server information in the dialog box. T able 2-8 Fast Configuration Wizard – SIP Serve r Field Descrip tion SIP Server Select: • Specify – to manually configure SIP servers.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-29 14 Click Next . Enter the required Security information in the dialog box. 15 Click Next . T ransport T ype (cont.
Chapter 2-Fi rst Time Installation and Configuration 2-30 The IP Network Service is created and confirmed. 16 Click OK . During the initial RMX setup, if the system detects the presence of the RTM ISDN card, the I SDN /PSTN Network Servic e definition screens of the Fast Configuration Wizard are enabled.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-31 17 Define the following parameters: 18 Click Next . T able 2-10 Fast Configuration Wizard – ISDN Service Settings Field Description Network Service Name S pecify the service provider ’s (carrier) name or any other name you choose, using up to 20 character s.
Chapter 2-Fi rst Time Installation and Configuration 2-32 The PRI Settings dialog box opens. 19 Define the following parameters: T able 2-1 1 Fast Configuration Wizard – PRI Settings Field Descrip tion Default Num T ype Select the Default Num Type from the list.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-33 20 Click Next . The Span Definition dialog box opens. Num Plan Select the type of signaling (Number Plan) from the list according to information given by the service provider . Default: ISDN Note: For E1 spans, this p arameter is set by the system.
Chapter 2-Fi rst Time Installation and Configuration 2-34 21 Define the following parameters: 22 Click Next . T able 2-12 Fast Configuration Wizard – Spans Definition Field Descrip tion Framing Select the Framing format u sed by the carri er for the network interface from t he list.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-35 The Phone s dialog box opens. 23 Click Add to define dial-in number ranges. The Add Phone Number dialog box opens. 24 Define the following parameter s: 25 Click OK . The new range is added to the Dial-in Phone Numbers table.
Chapter 2-Fi rst Time Installation and Configuration 2-36 With dial-in connections, the MCU CLI indicates the MCU’s number dialed by the participant. In a di al-out connection, indicates the MCU (CLI) number as seen by the participant. 28 Click Save & Continue .
P olycom RMX 1500/2000/4000 Getting Started Guide 2-37 — Slot – the MPM/MPM+/MPMx card that the RTM ISDN / RTM ISDN 1500 card is c onnected to (RMX 2000: MPM 1 / MPM2 RMX 4000: MPM1/MPM2/MPM3/MPM4 ). — Service – the ISDN/PSTN Network Service to which the span is assigned.
Chapter 2-Fi rst Time Installation and Configuration 2-38 The System Flags dialog box is displayed. 32 Enter the required System Flags information in the dialog box. T able 2-14 Fast Configuration Wizard – System Flags Field Description / Default Conferen ce ID Length (MCU) The number of digits of the Conference ID to be assigned by the MCU.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-39 These flags can be modifi ed later, if required, by selecting the System Configuration option from the Setup menu. For more information, see the RM X 1500/2000/4000 Administrator’s Guide, ”System Configuration” on page 18-5 .
Chapter 2-Fi rst Time Installation and Configuration 2-40 On first entry, the default Username and Password are both POLYCOM . In the RMX Web Client’s Main Screen an MCU Sta te indicator displays a progress indicator showing the time remaining until the system start-u p is complete.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-41 2 Click the check boxes of the languages to appear in the Login screen of the RMX Web Client. For more information see the RMX 1500/2000 / 4000 Administrator’s Guid e ”Multilingual Setting” on page 18-95 .
Chapter 2-Fi rst Time Installation and Configuration 2-42 Conference Profile Name: Factory V ideo Profile A Conference Profile is assigned to a Meeting Room to define its conferencing parameters, such as line rate and video resolution.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-43 Entry Queue Name ID DefaultEQ 1000 Using an Entry Queue e nables one dial-in number to be used for all conferences. In the Entry Queue, participant s are prompted for info rmation to enable routing to th eir destination confer ences.
Chapter 2-Fi rst Time Installation and Configuration 2-44 Customizing the RMX’s Default Conferencing Settings You can customize the conferencing e ntities to your organization’s requirem ents: • To customize the Voice Prompts and Video Slides to different organizations, users, languages et c.
P olycom RMX 1500/2000/4000 Getting Started Guide 2-45 For more information, see the RMX 1500/2000/4000 Administrator’s Guide , ”Address Book” on page 5-1 .
Chapter 2-Fi rst Time Installation and Configuration 2-46.
3-1 3 Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferen ces • Monitoring and managing participants and endpoints as individuals or groups . — Participant – A person using an endpoint to connect to a conference.
Chapter 3-Basic Operation 3-2 To start the RMX 2000 Web Client: 1 In your browser address line, enter http://< Control Unit IP Address> and press the Enter key. The Login screen is di splayed. 2 Enter your Username and Password and click the Logi n button.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-3 RMX 2000 W eb Client Screen Components The RMX 2000 Web Cl ient’s main screen consists of five panes : • Conference List • List Pane • RMX.
Chapter 3-Basic Operation 3-4 Viewing and System Func tionality P ermissions The RMX 2000 Web Client user’s viewing and system functionality depend on the authorization level assigned to each user a.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-5 Conferences List If you are logged in as a user with Operator or Administrator permissions: The Conferences pane lists all the conferen ces currently running on the MCU along with their Status , Conference ID , Start Tim e and End Time data.
Chapter 3-Basic Operation 3-6 List Pane The List pane displays details of the item sel ected in the Conferences pane or RMX Management pane . The title of the pane changes according to the selected item . When selecting an ongoi ng conference in the Conferenc es pane, it displays the list and parameters of the connected participants.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-7 System Alerts This is a list of system problems. The a lert indicator flashes red when at least one system alert is active. The flashing continues until a user with Operator or Administrator permission reviews the list.
Chapter 3-Basic Operation 3-8 •T h e High Port Usage threshold. The High Port Usage threshold repr esents a percentage of the total number of video or voice ports availa ble. It is se t to indicate when resource usage i s approaching its ma ximum, resulting in no free resources to run additional conferences.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-9 Address Book The Address Book is a list of Participants and Groups that have been defined on the RMX. The information in the Address Book can be modified only by an administrator. All RMX users can, however, vie w and use the Address Book to assign participants to conferences.
Chapter 3-Basic Operation 3-10 Displaying and Hidi ng the Address Book The first time you access the RMX Web Client , the Address Book pane is displayed. You can hide it by cl icking the anchor pin ( ) button. The Address Book pane closes and a tab appear s at the right ed ge of the screen.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-11 Clicking the tab opens the Conference Templates list pane. Hide the Conference Templates list pane by clicking the anchor pin ( ) button in the top right corner of the pane. The Conference Templates list pane closes and a tab appears in the top right corner of the screen.
Chapter 3-Basic Operation 3-12 To sort the data by any fi eld (column heading): 1 In the Conference list or List view pane, click on the column heading of the field to be used for sorting. A or symbol appears in the column heading indicating that the list is sorted by this field, as well as the sort order.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-13 You can move items between the Frequently Us ed and Rarely Used sections depending on the operations you most commonly perform and the way you prefer to work with the RXM Web Client. This only works in List view because in Toolbar view, all items are represented by icons.
Chapter 3-Basic Operation 3-14 Starting a Conference There are several ways to start a conference: • Clicking the New Conference butt on in the Conferences pane. For more information, see " Starting a Conference from the Conferences Pane” on page 3-15 .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-15 Starting a Conference from the Conferen ces Pane To start a conference fro m the Conference pane: 1 In the Conferences pane, click the New Conference ( ) button. The Ne w Conference – General dialog box opens.
Chapter 3-Basic Operation 3-16 General T ab 2 Define the following parameters: T able 3-2 New Conference – General Options Field Descrip tion Display Name The Display Name is the conferencing entity name in native language character sets to be displayed in the RMX Web Client.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-17 Routing Name Routing Name is the name with which ongoing conferences, Meeting Ro oms, Entry Queues an d SIP Factories register wit h various devices on the network such as gatekeepers an d SIP server .
Chapter 3-Basic Operation 3-18 Conferen ce Password Enter a password to be used by participant s to access the conference. If left blank, no password is assigned to the conference. This password is valid only in conferences that are configured to prompt for a conference password.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-19 Reserve Resources for Video Participants Enter the number of video participants for which the system must reserve resources. Default: 0 participants. Maximum: • MPM Mode: 80 particip ants. • MPM+ Mode: 160 participants.
Chapter 3-Basic Operation 3-20 3 If all participants ar e undefined, dial-in and no additional information is re quired for the new conference, click OK . 4 To add parti cipants f rom the Participants Address Book or to define participants (mainly dial-out participants) clic k the Participants tab.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-21 Participants T ab 5 Click th e Partici pants tab. The Participants ta b opens. When defining a new conference, the Part icipants List is empty. This procedure is optional. The Participants tab is used to add participants to the conference from the Address Book .
Chapter 3-Basic Operation 3-22 The following table describes the information displayed in the Participants List and the operations that can be performed.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-23 Participants can be added to the conference in the following methods: — Defining a new participant during the definition of the conference (clicking the New button).
Chapter 3-Basic Operation 3-24 — Once the conference has started, participants can be added to a conference directly from the Participants Address Book without having to use the New Conference – Participants tab. For more details, see " Adding Participants from the Address Book” on page 3-61 .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-25 8 The selected participants are assign ed to the conference and appear in the Particip ant List .
Chapter 3-Basic Operation 3-26 11 Enter the following in formation: 12 Click OK . An entry for the new conference appear s in the Conferences pane. If no participants were defined for the conference or as long as no participants are connected, the indication Empty and a warning icon ( ) appear in the Status column in the Conferences pane .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-27 Starting a R eservation To start a conference from the Reservation Calendar: 1 In the RMX Management pane, click the Reservations entry ( ). The Reser vation Calendar is displayed. 2 Click th e New Reservat ion () b u t t o n .
Chapter 3-Basic Operation 3-28 The New Reservation – General tab dialog box opens. 3 Optional. Select the Enab le ISDN/PSTN Dial-in check box if you want ISDN and PSTN participants to be able to connect directly to the conference. 4 Optional. Automatically generated confer ence and chairperson passwords can be changed or deleted.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-29 A confirmation box i s displayed stating that the Reservation time is past due and that the conference will become ongoing.
Chapter 3-Basic Operation 3-30 The conference is started. The name of the ongoing conference in the Conferences list is ta ken from the Conference Template Disp lay Nam e. Participants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-31 Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation Polycom Conference information is included in the meet ing invitation sent by Outlook to each meeting attendee.
Chapter 3-Basic Operation 3-32 Connecting to a Conference Direct Dial-in Direct dial-in connection to conferen ces and Meeting Rooms is available to all endpoints. Participants must be pro vided with a dialing stri ng which can vary according to the network type, conf erence password and chairperson password.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-33 H .323 Participants For H.323 participants, the dialing stri ng is composed of the MCU prefix in the Gatekeeper and the conference ID.
Chapter 3-Basic Operation 3-34 Connecting to a P olycom Co nference from an Outlook Meeting Invitation Attendees that have received a Meeting Invitati on via Outlook using the Polycom Conferencing Add.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-35 Entry Queue Access Access via an Entry Queue allows all participants to dial the same entry point that acts as a routing lobby. Once in the Entry Queue, participants are guided to the conference accor ding to the conference ID they enter.
Chapter 3-Basic Operation 3-36 H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct Conference ID of destinatio n conference to the initial dial string: [ Gatekeeper Prefix][EQ ID] [##Destination Conference ID] Example: Conference ID 1001 >> H.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-37 Example: Entry Queue ID 1000 Assigned Dial-in number 4631000 >> ISDN/PSTN participants dial 4631000 Dial- out P articipants Automatic Dial Out Dial-out participants are defined with their dial-out number.
Chapter 3-Basic Operation 3-38 During the Gathering Phase , the audio of all participants can be heard, and the video of active speakers is displayed in the video windo ws as they begin talking.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-39 Gathering Phase Guidelines •T h e Gathering Phase slide can be displayed at any time during the conference by entering the Show Participants DTMF code, *88 . •T h e Gathering Phase is not supported in Video Switching Conferences .
Chapter 3-Basic Operation 3-40 the Gathering slide is displayed in a smaller video wi ndow in the layout. For more information see, the RMX 1500/2000/4000 Administrator’s Guide , " Video Preview” on page 2-39 .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-41 T e xt Indication in the Video Layout Endpoint Names During conferences you can view th e names of the endpoints that are connected to the conference in your endpoint’s video layout windows.
Chapter 3-Basic Operation 3-42 — For a SIP undefined participant: • Display the SIP Displa yName field. or Display the SIP Address (SIP application server). or Display the SIP ContactDisplay field. or Display nothing if all the fields are empty. — For a defined H.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-43 The Participant Properties – Media Sources dialog box opens: 2 Enter the new Display Name in the Name field.
Chapter 3-Basic Operation 3-44 T ext Indication The Text Indication appears in the window of the current speaker in the participant’s layou t in addition to the endpoint name. It displays the conference Secure mode (on or off), total number of connected participants, number of video pa rticipants and number of audio participants.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-45 This setting is recommended for MCUs running Te lepresence conferences. For more information, see the RMX 1500/2000/4000 Administrator’s Guide , “System Configuration” on page 18-5 .
Chapter 3-Basic Operation 3-46 Message Overlay Message Overlay allows messages to be sent to all participants i n an ongoing conference. A maximum of 24 Unicode characters can be sent as a Message Overlay . The message can be set to be displaye d at various positions on the screen in different col ors, static or scrolling.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-47 Monitoring Ongoing Conferences Conference monitoring enables you to keep track of conferences and their participants: if all its participants are correctly connected and whether errors or faults have occurred.
Chapter 3-Basic Operation 3-48 • Right-clicking anywher e in the Conferences or Participants pane and selecting an operation from the menu. Multi Selection Using multiple selection, you can monitor and perform simultaneous operations on multiple part icipants in multiple conferences.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-49 Using the Chairperson P assword for Filtering If you are logged in as a chairperson, the Chairperson Password fiel d is displayed. It enables you to search for, and display a list of, ongoi ng conferences for which you have the password.
Chapter 3-Basic Operation 3-50 No status indicator dis play in the Status column means that the conference is running without problems. One or more of the status indicators listed in Table 3-5 may appear in the Status column.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-51 Additional information about the c onference can be viewed when accessing the conference properties. S tatus Displays the status of the ongoing conference. If there is no problem with th e participant’s connection no indication is displayed.
Chapter 3-Basic Operation 3-52 To monitor a conference: >> In the Conference List pane, double click the name of the conference you wish to monitor, or right-click the conference and then click Conferen ce Properties . The Conference Properties - General dialog box opens.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-53 These voice messages can be replaced with audio tones. The use of tones requires that the appropriate tone files in *.wav format be uploaded and configured to replace the Roll Call Joined and Roll Call Left message files.
Chapter 3-Basic Operation 3-54 Monitoring Ongoing Gateway Ses sions Ongoing Gateway Sessions that are created when calling the Gateway Profile, are listed in the ongoing C onferences list pane and are monitored in the same way as the conference s.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-55 S tatus Displays the connection status (text and icon) of the participant. If there is no problem with the participant’ s connection no indication is displayed. Connected – The participant is successfully connected to the conference.
Chapter 3-Basic Operation 3-56 Role Displays the participant’ s role or function i n the conference: Chairperson – The participant is defined as the conference chairperson. The chairperson can manage the confere nce using touch-tone signals (DTMF codes).
P olycom RMX 1500/2000/4000 Getting Started Guide 3-57 Audio Displays the status of the participant’ s audio channel. If the particip ant’s audio is connected and the channel is neither muted nor blocked, no indication is displayed. Disconnect ed – Participant’ s audio channel is disconnected.
Chapter 3-Basic Operation 3-58 For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Participant Level Monitoring” on page 10-15 . Video Preview Video Preview enables the RMX users to monitor the quality of the video sent and received by the particip ant and identify possible quality degradation.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-59 — View Partici pant Sent Video - to display the vide o sent from the participant to the conference. — View Participant Received Video - to display th e video sent from the conference to the participant.
Chapter 3-Basic Operation 3-60 Operations P erformed During On Going Conferences Conference Level operations Changing the Duration of a Conference The duration of each conference is set whe n the new conference is created. The default duration of a conference is 1 hour.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-61 To terminate a conference manually: 1 In the Conferences list, select the conference you wish to delete and click the Delete Conference ( ) button. You are prompted for confirmation. 2 Click OK to terminate the conference.
Chapter 3-Basic Operation 3-62 Moving Particip ants RMX users can assist participants by performing the following operations: • Move a participant to an Operator conference (Attend a p articipant). • Move a participant to the Home (destination) conference.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-63 When selected, the Move to Conference dialog box opens, letting you select the name of the destination conference.
Chapter 3-Basic Operation 3-64 Saving an Ongoing Conf erence as a T emplate Any conference that is ongoing can be saved as a template. To save an ongoing conf erence as a template: 1 In the Conferences List , select the conference you want to save as a Template.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-65 2 In the drop-down menu select Copy Conference . Paste Conference The Paste Conference command starts the new conference on the same RMX or on a different RM X . To paste a conference: >> Right-click in the Conferences List pane and in the drop-down menu select Paste Conference .
Chapter 3-Basic Operation 3-66 b In the Conferences list pane, right-click, and in the drop-down menu sel ect Paste Conference. The conference is pasted to the RMX with a Di splay Name is assigned by the system.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-67 b In the Conferences list pane, r ight-click, and in the drop-down menu select Paste Conference As . The Conference Properties dialog box is displaye d. 2 Modify the conference information as required.
Chapter 3-Basic Operation 3-68 • Conferen ce Level – Applies to all conference participants. A ll participants have the same video layout. • Participant Le vel – The participant’s video layout is changed. All other conference participants’ video layouts are not affected.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-69 3 From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK . Video Forcing Users with Chairperson or Operator permission can select which participant appears in each of the video layout windows using Vide o Forcing .
Chapter 3-Basic Operation 3-70 • Participant level video fo rcing overrides conference level video forcing. • A participant can view him/herself in a layout window, by selecting the Same Layout optio n. • When different size video windows ar e used in video layouts such as 1+2, 1+3, 1+4, etc.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-71 5 Repeat step 3 to force participants to other windows. 6 Click OK . To cancel Video Forcing for a window: 1 In the Conference Properties dialog box, select the Vide o Settings tab. 2 In the video layout window, in the Participants list , select Auto .
Chapter 3-Basic Operation 3-72 Participant Level Operations Participant Level Operat ions enable you to modif y and control the connections and statuses of particip ants in ongoing conferences, as described in Table 3-7. T able 3-7 Participant Level Operations Menu Option Button Description New Participant Define a new participant.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-73 Suspend Vid eo Suspe nd the video transmission from the participant to the conference. The suppressed particip ant’s video is not transmitted to the c onference but the participant still receives co nference video.
Chapter 3-Basic Operation 3-74 Copy Participant Copy the all particip ant’s p arameters in preparation for Pasting into another conference or ba ck in to the current conference.. Cut Participant Copy the all particip ant’s p arameters and delete the participant from the cu rrent conference.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-75 Copy Cut and Paste P articipant The RMX user can Copy , Cut and Paste participants between differ re nt conferences running on the RMX, including his/her current conference.
Chapter 3-Basic Operation 3-76 2 In the drop-down menu select Copy Partici pant . Cut Participant The Cut command copies all the particip ant’s properties and makes them available for pasting . The participant is deleted from his/her current conference.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-77 Pas t e Par t i ci p a n t The Paste command connects the copie d or cut partici pant to the selected conference.
Chapter 3-Basic Operation 3-78 Pas t e Pa r ti c i pa n t As The Paste Participant As command allows the RMX us er to create a new participant using the copied particip ant’s properties as a template.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-79 The Addre ss Book - Participant Properties dialog box is display ed. 2 Modify the participant information as required. For more information see the RMX 1500/2000/4000 Administrator’s Guid"Modifying Participan ts in the Address Book” on page 5-14 .
Chapter 3-Basic Operation 3-80 2 In the Layout Type list, select Personal . 3 Select the number of Video Windows. 4 Select the required Video L ayout. 5 To video force participants to wind ows in the .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-81 To cancel the Person al Video Forcing for a window without return ing to the conference layout: 1 In the Participant Properties – Media Sources dialog box, in the video layout window, select Auto in the Participants list.
Chapter 3-Basic Operation 3-82 The Personal Layout keypad options menu is displayed on the video screen. 2 On the endpoint’s remote keypad , press the number corresponding to the number of video square s you wish to select. For example, if you want a four-squa re video layout, press .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-83 The following t able summarizes the Video Layout options available via Click&Vie w . Conference Control Using DTMF Codes Participants and chairpersons can manage their connection to ongoing conferences from their endpoints, us ing touch-tone signal s (DTMF codes) from their endpoints.
Chapter 3-Basic Operation 3-84 Permissions for DTMF actions to be performed by all conference participants or by chairperson only ar e configured in the Conference IVR Service assigned to the c onference. For more information, see the RMX 1500/2000/4000 Administrator’s Guide , " Defining a New Conference IVR Service ” on page 14-9 .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-85 Req u e s t i n g H e l p A participant can request help usin g the appropriate DTMF code from his/her touch tone telephone or the en dpoint’s DTMF input device. The participant c an request Individual Assistance (default DTMF code *0 ) or Conference Assistance (default DTMF code 00 ).
Chapter 3-Basic Operation 3-86 P ersonal Conference Manager (PCM) The Personal Conference Manager ( PCM ) interface enables the conference chairperson to control various c onference features using his/her endpoint’s remote control device.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-87 • FECC is available to all IP participants in the conference with the exception of the chairperson that has an active PCM session. •I f e n a b l e d , Message Overlay is not displayed while PCM is active.
Chapter 3-Basic Operation 3-88 The default value of the Permission field is Everyone . It can be modified to Chairperson . PCM Interface Initiating PCM For IP endpoints: PCM is activated by pressing the Far key ( ) followed by any of the Arrow Keys on the Remote Control Device .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-89 When PCM becomes active, the top level of the PCM Main Menu is displayed on the conference chairperson’s endpoint: Arrow Indicat or: There are .
Chapter 3-Basic Operation 3-90 R emote Control Device Keys PCM facilitates user interaction with the RMX using DTMF Codes and the Arrow ( FECC ) keys of the endpoint’s remote control device.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-91 Right • Go down one menu level. • Confirm current selection in the PCM menu. • Select the video window to the right when navigating a video layout. • Initiate PCM from a confer ence. Up • Cycle upward through the displaye d menu options.
Chapter 3-Basic Operation 3-92 DTMF Codes - Numeric Keys DTMF codes are entered using the Remote Device Numerics Keys and are defined as follows: Before using the shortcut number keys 0-9, enable the DTMF function o f the endpoint according to that endpoint’s configuratio ns.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-93 PCM Main Menu - Level 1 Click&View With the Click&View application, particip ants can change their Personal Layouts using the Arrow Keys or DTMF codes entered using the Numeric Keys of their endpoints.
Chapter 3-Basic Operation 3-94 4 Optional . a Use the Down arrow to s elect the Auto button to select from the following dialing methods: •H . 3 2 3 •S I P •V o I P •I S D N •P S T N b Press the # key to ini tiate the call. 5 Optional. a Use the Arrow Keys to select the Directory button to select the Alphabetic Grouping sub menu.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-95 Optional. To display all partic ipants: — Use the Down arrow and the to s elect the ALL button. — Use the Zoom In key to disp lay the global directory. — Use the Up/Down and Left /Right arrow keys to sele ct a Participant.
Chapter 3-Basic Operation 3-96 The Participants Mute/Status sub menu is displayed. The sub menu displays the Muted, Blocked and Video Suspended status of all participants’ endpoints. ALL can be selected to mute an d unmute all participant endpoints with the exception of the conference chairperson and lecturer.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-97 Video output from the endpoint is a llowed. Other conference participants can see video from this end point. Video output from the endp oint is su spended. Other conference participants cannot see video from this endpoint.
Chapter 3-Basic Operation 3-98 Camera Co ntrol This function is not availa ble to chairpersons using PCM with ISDN endpoints. The endpoint to be controlled must support Far End Camera Control (FECC). Using the arrow keys of the remote control device, the chairperson can control the direction, zoom and focu s of a remote endpoint’s camera.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-99 Following a 10 second delay, the FECC a c t i v e i c o n ( ) i s d i s p l a y e d in the video image of the selected site. 4 Use the Up/Down/Left/Right/Zoom In/Zoom Out arrow keys to control the remote camera.
Chapter 3-Basic Operation 3-100 The Video Force sub menu is d isplayed. 2 Use the Up/Down/Left /Right arrow keys to select the window of the video layout that y ou want the specific parti cipant to be display ed in.
P olycom RMX 1500/2000/4000 Getting Started Guide 3-101 To use the recording functions: 1 Use the Up/Down arrow keys to select Recor ding in the Main Menu and then press the Right arrow or # key to confirm yo ur selection. or Press the 6 key on the Remote Device .
Chapter 3-Basic Operation 3-102 To stop recording: >> While recording is in progress, use the Up/Down arrow keys to se lect Stop Recording and then press the Right arrow or # key to confirm your selection. or Press the 3 key on the Remote De vice .
P olycom RMX 1500/2000/4000 Getting Started Guide 3-103 T erminate Conference Although this function can be accessed and viewed by chairpersons using PCM with ISDN endpoints, conference termination cannot be executed.
Chapter 3-Basic Operation 3-104.
A-1 Appendix A Glossary This appendix lists the terms and a bbreviations that are related to the Polycom RMX 1500/2000/4000, and are commonly used in the RMX documentation . Abbreviation/ Te r m Explanation AGC Auto Gain Control. A mechanism that regulates noise and audio volume by ke eping the re ceived signal of all participants balanced.
Appendix A-Glossary A-2 BRI Basic Rate Interface. A type of ISDN connection for transiting data, consisting of 3 chann els: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps). Carrier A telephone or other company that provides telecommunication transmission services.
P o lycom RMX 1500/2000/4000 Administrator’s Guide A-3 DTMF Dual T one Multi Frequency . A system of coded signals used by touch-tone telephones in which a specific sound, frequency or tone is a ssigned to each key so that the signal can be easily recognized by a computer .
Appendix A-Glossary A-4 H.230 ITU-T standard that defines simple multipoint control systems procedures and desc ribes network maintenance functions. H.
P o lycom RMX 1500/2000/4000 Administrator’s Guide A-5 ISDN Integrated Services Digital Ne twork. A set of protocol and interface standards (voice, video and data) that comprise a telephone network.
Appendix A-Glossary A-6 QCIF Quarter CIF . A video format with image size of 176x144 pixels that transmits 9.1 15 Mb ps at 30 frames per second (a quarter of the capacity of CIF). For more info rmation, see CIF . QoS Quality of Service. QoS defines the performance of a network service, such as the average delay between packets.
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