Polycom® RMX® 1500/2000/4000 Getting Started Guide Version 7.0.
Trademark Information Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc. © 2010 Polycom, Inc.
Regulatory Notices United States Federal Communication Commission (FCC) Part 15: Class A Statement. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. Test limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment.
Regulatory Notices Chinese Communication Certificate Singapore Certificate RMX 2000 complies with IDA standards G0916-07
Polycom RMX 1500/2000/4000 Getting Started Guide Table of Contents System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 RMX 1500/2000/4000 ............................................................................ 1-1 RMX Main Features ............................................................................... 1-4 Conferencing Modes ...................................................................... 1-4 Dynamic Continuous Presence ........................................
Table of Contents IP Services ................................................................................ 2-2 Management Network ........................................................... 2-2 Default IP Service (Conferencing Service) .......................... 2-2 IP Network Services Required Information ....................... 2-3 ISDN/PSTN Services ............................................................. 2-4 Unpacking the RMX ....................................................................
Polycom RMX 1500/2000/4000 Getting Started Guide RMX 2000 Web Client Screen Components ........................................ 3-3 Viewing and System Functionality Permissions ............... 3-4 Conferences List .............................................................................. 3-5 List Pane ........................................................................................... 3-6 RMX Management ......................................................................... 3-6 Status Bar ....
Table of Contents Automatic Dial Out .............................................................. 3-37 Gathering Phase ............................................................................ 3-37 Gathering Phase Guidelines ............................................... 3-39 Text Indication in the Video Layout .................................................. 3-41 Endpoint Names ................................................................... 3-41 Text Indication ................................
Polycom RMX 1500/2000/4000 Getting Started Guide Copy Participant ................................................................... 3-76 Cut Participant ...................................................................... 3-77 Paste Participant ................................................................... 3-78 Paste Participant As ............................................................. 3-78 Personal Layout Control with the RMX Web Client .......
Table of Contents vi
1 System Overview This Getting Started Guide provides information on the installation and basic operation of your RMX system.
Chapter 1-System Overview The RMX unit has, in addition, been designed in compliance with IETF (Internet Engineering Task Force) – a large open international community of network designers, operators, vendors, and researchers concerned with the evolution of the Internet architecture and the smooth operation of the Internet.
Polycom RMX 1500/2000/4000 Getting Started Guide The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN, by the RMX Web Client application, using Internet Explorer R installed on the user’s workstation or the RMX Manager application. The RMX Manager can control several RMX units (RMX 1500, RMX 2000 and RMX 4000). For more information about the RMX Manager, see "RMX Manager Application” on page 17-1. In the RMX 1500/2000, RMX management and IP conferencing are performed via a single LAN port.
Chapter 1-System Overview RMX Main Features Conferencing Modes Dynamic Continuous Presence The dynamic Continuous Presence (CP) capability of the RMX system enables viewing flexibility by offering multiple viewing options and window layouts for video conferencing. By default every conference, Entry Queue and Meeting Room has the ability to declare the maximum CP resolution as defined for the system. This includes conferences launched by the RMX Web Client and conferences started via the API.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 1-1 Continuous Presence – Video Layouts (Continued) Telepresence Mode TPX (Telepresence) and RPX (Realpresence) room systems are configured with high definition cameras and displays that are set up to ensure that all participants share a sense of being in the same room. The RMX enables Telepresence Rooms to connect to conferences where point-to-point connections cannot be used.
Chapter 1-System Overview Additional video layouts have been created to give Telepresence operators more video layout options when configuring TPX room systems. These additional video layout options are available for selection when Telepresence is selected in the conference profile.
Polycom RMX 1500/2000/4000 Getting Started Guide Operator Conference In Continuous Presence mode, a special conference that enables the RMX user, acting as an operator, to assist participants without disturbing ongoing conferences and without being heard by other conference participants. The operator can move a participant from an Entry Queue or ongoing conference to a private, one-on-one conversation in the Operator conference.
Chapter 1-System Overview H.239 / People+Content The H.239 protocol allows compliant endpoints to share content. By default, all Conferences, Entry Queues, and Meeting Rooms launched on the RMX have H.239 capability. This protocol is also supported in MIH Cascading conferences. Conferences can include a mix of endpoints that support H.239 or People+Content. People+Content is Polycom’s proprietary equivalent of H.239.
Polycom RMX 1500/2000/4000 Getting Started Guide • 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 features using his/her endpoint’s remote control device. The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite a participant to connect to the conference.
Chapter 1-System Overview Conferencing Capabilities and Options On Demand Conferencing The following options are available to set up conferences: • New Conference – set up once, use once. The conference is deleted from the MCU after it ends. • Meeting Rooms – set up once, use many times. Meeting Rooms are saved in memory (using no resources) and can be activated as many times as needed.
Polycom RMX 1500/2000/4000 Getting Started Guide • Dial-in: — for participants defined in advance (IP participants only) — for undefined participants directly to a conference (IP and ISDN/PSTN) — for undefined participants via a single dial Entry Queue (IP and ISDN/PSTN) Cascading Conferences • Simple Cascading of 2 MCUs and Star Topology. • Multi Hierarchy Cascading (MIH).
Chapter 1-System Overview • Locking out Users • Displaying the User Login record — Controlling the User Sessions includes: • Limiting the maximum number of concurrent user sessions • Connection Timeout • User session timeout • Limiting the maximum number of users that can connect to the system Conference Management and Monitoring Features The Polycom RMX 1500/2000/4000 Web Client provides capabilities for management and monitoring of participants and conferences, including the following: 1-12 • Lecture
Polycom RMX 1500/2000/4000 Getting Started Guide • 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 remote control device. • Video Preview allows RMX users to preview video sent from the participants to the conference and from the conference to the participants.
Chapter 1-System Overview Workstation Requirements The RMX Web Client and RMX Manager applications can be installed 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. • Workstation Operating System – Microsoft® Windows® XP, Vista®, Windows® 7. • Network Card – 10/100 Mbps. • Web Browser - Microsoft® Internet Explorer® Version 6 or higher. .Net Framework 2.0 is required and installed automatically.
Polycom RMX 1500/2000/4000 Getting Started Guide Windows 7™ Security Settings If Windows7 is installed on the workstation, Protected Mode must be disabled before downloading the Version 7.0 software to the workstation. To disable Protected Mode: 1 In the Internet Options dialog box, click the Security tab. The Security tab is displayed.
Chapter 1-System Overview 2 Clear the Enable Protected Mode check box for each of the following tabs: — Internet — Local intranet — Trusted sites 1-16
Polycom RMX 1500/2000/4000 Getting Started Guide 3 After successful connection to RMX, the Enable Protected Mode check boxes can be selected to enable Protected Mode for the following tabs: — Internet — Local intranet Internet Explorer 8 Configuration When using Internet Explorer 8 to run the RMX Web Client or RMX Manager applications, it is important to configure the browser according to the following procedure. To configure Internet Explorer 8: 1 Close all browsers running on the workstation.
Chapter 1-System Overview The Internet Options dialog box is displayed with General tab open. 5 1-18 In the Browsing history section, click the Delete button.
Polycom RMX 1500/2000/4000 Getting Started Guide The Delete Browsing History dialog box is displayed. 6 Select the Temporary Internet files and Cookies check boxes. 7 Click the Delete button. 8 The Delete Browsing History dialog box closes and the files are deleted. 9 In the Internet Options dialog box, click the Settings button.
Chapter 1-System Overview The Temporary Internet Files and History Settings dialog box is displayed. 10 Click the View objects button.
Polycom RMX 1500/2000/4000 Getting Started Guide The Downloaded Program Files folder containing the installed Program Files is displayed. 11 Select the CEMAClassLoaderCntl Object file 12 Press the Delete key on the workstation. 13 Close the Downloaded Program Files folder and the Temporary Internet Files and History Settings dialog box. 14 In the Internet Options dialog box, click the OK button to save the changes and close the dialog box.
Chapter 1-System Overview 1-22
2 First Time Installation and Configuration Preparations First Time Installation and Configuration of the Polycom RMX 1500/2000/4000 consists of the following procedures: 1 Preparations: 2 — Gather Network Equipment and Address Information - get the information needed for integrating the RMX into the local network. — Unpack the RMX. — Modify the Management Network parameters on the USB Key. Hardware Installation and Setup 3 — Mount the RMX in a rack. — Connect the necessary cables.
Chapter 2-First Time Installation and Configuration Preparations Gather Network Equipment and Address Information IP Services Preparations Hardware Installation and Setup First Entry Power-up and Configuration The IP addresses and network parameters which enable communication between the RMX, its management application and the conferencing devices are organized in two IP services: • Management Network (Control Unit) • Default IP Service (Conferencing Service) During the First Entry Configuration, th
Polycom RMX 1500/2000/4000 Getting Started Guide IP Network Services Required Information When installing an RMX unit, these default IP addresses must be modified to your local network settings. Therefore it is important that before powering the RMX unit up for the first time, that you obtain the information needed to complete the Local Network Settings section of the table from your network administrator.
Chapter 2-First Time Installation and Configuration Table 2-1 Network Equipment and Address Information (Continued) Parameter Factory Default Media Board IP address (MPM 3) RMX 4000 only – Media Board IP address (MPM 4) RMX 4000 only – Gatekeeper IP address (optional) – DNS IP address (optional) – SIP Server IP address (optional) – Local Network Settings ISDN/PSTN Services The ISDN/PSTN Network Service is used to define the properties of the ISDN/PSTN switch and the ISDN lines running from t
Polycom RMX 1500/2000/4000 Getting Started Guide 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. 2 Open the top cover of the RMX 1500 packing case and make sure that the Installation Accessories kit contains the power cables and a USB Key. 3 Remove the top cover, lift the RMX 1500 from the package and place it on a flat surface.
Chapter 2-First Time Installation and Configuration Two boxes are placed on the top Stratocell®, labelled: — Installation Accessories. This kit contains the power cables and a Disk-on Key (DOK). — Rack Installation Accessories. This kit contains the accessories for the 19” & 23” racks as follows: Table 2-2 19” & 23” Rack Installation Accessories Package Item ID Description Quantity MEC2474A-L0 Chassis runner for rack installation on the RMX 4000.
Polycom RMX 1500/2000/4000 Getting Started Guide 4 Remove the boxes and top Stratocell® and open the anti-static 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. Remove any packaging material prior to positioning the RMX 4000. Attention: Two people are required to lift the MCU out of the box and when installing it in a rack. Write down the RMX’s serial number that is on a sticker on the back of the unit.
Chapter 2-First Time Installation and Configuration Modifying the Factory Default Management Network Settings on the USB Key The USB key contains a text file, lan.cfg, which holds the factory default IP address parameters. These parameters must be modified to your local network settings using the LAN Configuration Utility, also on the USB key. To modify the USB key settings: 1 Take the USB Key from the Installation Accessories kit and insert it into the PC workstation and double-click LanConfigUtility.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 mounted in a 19” or 23”rack in a well ventilated area. It is important to adhere to the Site Requirements as described in the RMX 1500 & RMX 1500/2000/4000 Hardware Guides, ”Site Requirements” on page 1-3.
Chapter 2-First Time Installation and Configuration Mounting the RMX 1500 in a Rack There are two methods for installing the RMX in a 19” rack: 2-10 • Using rack brackets on the RMX 1500– Install rack brackets, supplied by the rack manufacturer, in the rack. Mount the RMX 1500 on top of the rack brackets. Fasten the RMX to the rack with screws through the four holes in the RMX’s front mounting brackets. • Using a shelf – Install the shelf, supplied by the rack manufacturer, in the rack.
Polycom RMX 1500/2000/4000 Getting Started Guide Connecting Cables on the RMX 1500 To connect the cables: • For the 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. — (Optional) Connect the Shelf Management cable to the Shelf port. • For the RTM ISDN 1500 module: — Connect the E1/T1 cables to their PRI (1-4) ports.
Chapter 2-First Time Installation and Configuration Installing the RMX 2000 For detailed instructions, precautions and requirements for installing the RMX 2000 refer to the Polycom RMX 2000 Hardware Guide.
Polycom RMX 1500/2000/4000 Getting Started Guide Connecting Cables on the RMX 2000 Do not remove the protective caps from LAN1, LAN3 and ShMG ports. Connect the following cables to the back panel: • Power cable • LAN cable to LAN 2 Port • E1/T1 Cables to PRI Ports E1/T1 PRI Connection LAN 2 Connection Power Cable To maximize conferencing performance, especially in high bit rate call environments, a 1Gb connection is recommended.
Chapter 2-First Time Installation and Configuration Installing the RMX 4000 The following procedures have to be performed to install the RMX 4000 in your site: • Mounting the RMX in a rack • Connecting the RMX 4000 to the power source • Connecting the network (LAN, IP and ISDN) cables to the RMX Mounting the RMX 4000 in a Rack Either place the RMX 4000 on a hard, flat surface such as a desktop or mount it on a 19”/23” rack.
Polycom RMX 1500/2000/4000 Getting Started Guide Connecting the RMX 4000 to the Power Sources The size of the protective earthing conductor & cable should be a minimum of 10AWG. 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 Entry Modules (PEMs). Power Cables Figure 2-2 RMX 4000 Rear Panel View with AC Power DC Power Supply connections: 1 On the DC Power Rail Modules set the two circuit breakers to OFF.
Chapter 2-First Time Installation and Configuration 3 Remove the transparent plastic caps on the terminal block. 4 Using the two wires of an 10 AWG cable running from the DC power distribution unit, connect the black wire into the -48VDC terminal block and the red wire to the RTN terminal block. • A 10 AWG cable must be used to connect the mains with the RMX 4000 DC Power Rail Model. • • The supply wires for DC version must be terminated using quick connectors. Extension cords may not be used.
Polycom RMX 1500/2000/4000 Getting Started Guide If the unit is rack mounted, the single-point ground on the MCU must be connected to the rack with a single conductor and fixed as to prevent loosening. When using bare conductors, they must be coated with an appropriate antioxidant compound before crimp connections are made. Tinned, solder-plated or silver plated connectors do not have to be prepared in this manner. 6 Replace the transparent plastic caps on the terminal block.
Chapter 2-First Time Installation and Configuration Connecting Cables on the RMX 4000 To connect the cables (AC and DC systems): • RTM-IP 4000: — Connect the Management Network cable to LAN 2. — Connect the Signalling cable to LAN 3. — Connect the Shelf Management cable to LAN 6. • For each installed RTM LAN - Connect the LAN cable to LAN 2. • For each installed RTM ISDN: — Connect the E1/T1 cables to their PRI Ports. — Connect the LAN cable to LAN 1.
Polycom RMX 1500/2000/4000 Getting Started Guide First Entry Power-up and Configuration Preparations Hardware Installation and Setup There are four procedures necessary for setup of the new RMX. It is important that they are performed in the following sequence: 1 First-time Power-up 2 Product Registration. 3 Connection to MCU. 4 Modifying the Default IP and ISDN/PSTN Service Settings (Fast Configuration Wizard).
Chapter 2-First Time Installation and Configuration 2 Power the RMX On. AC System - Turn ON the power 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 that supplies power to the RMX and then turn ON each of the DC power rail modules. The parameters in the lan.cfg file are uploaded from the USB key to the RMX’s memory and applied during the power-up sequence. System power-up sequence may take up to five minutes.
Polycom RMX 1500/2000/4000 Getting Started Guide Procedure 3: Connection to MCU If Windows7™ is installed on the workstation, Protected Mode must be disabled before connecting to the MCU running Version 6.0 software. For more information see ”Windows 7™ Security Settings” on page 1-12. 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 format: http://, as defined in the USB key.
Chapter 2-First Time Installation and Configuration Procedure 4: Modifying the Default 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. This happens during First Time Power-up, before the service has been defined or if the Signaling Service has been deleted, followed by an RMX restart.
Polycom RMX 1500/2000/4000 Getting Started Guide Fast Configuration Wizard 1 Enter the required IP information in the dialog box.
Chapter 2-First Time Installation and Configuration Table 2-3 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. This name can be changed. Note: This field is displayed in all IP Signaling dialog boxes and can contain character sets that use Unicode encoding. Signaling Host IP Address Enter the address to be used by IP endpoints when dialing in to the MCU.
Polycom RMX 1500/2000/4000 Getting Started Guide 3 Enter the required Routers information in the dialog box. Table 2-4 4 Fast Configuration Wizard – Routers Field Description Default Router IP Address Enter the IP address of the default router. Click Next.
Chapter 2-First Time Installation and Configuration 5 Enter the required DNS information in the dialog box. Table 2-5 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. • Specify – to enter the IP addresses of the DNS servers. Note: The IP address fields are enabled only if Specify is selected.
Polycom RMX 1500/2000/4000 Getting Started Guide 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.
Chapter 2-First Time Installation and Configuration Table 2-6 Fast Configuration Wizard – Gatekeeper Field Description Gatekeeper Select Specify to enable configuration of the gatekeeper IP address. When Off is selected, all gatekeeper options are disabled. Primary Gatekeeper IP Address or Name Enter either the gatekeeper’s host name (if a DNS Server is used) or IP address. MCU Prefix in Gatekeeper Enter the string with which the MCU registers itself with the gatekeeper.
Polycom RMX 1500/2000/4000 Getting Started Guide 13 Enter the required SIP Server information in the dialog box. Table 2-7 Fast Configuration Wizard – SIP Server Field Description SIP Server Select: • Specify – to manually configure SIP servers. • Off – if SIP servers are not present in the network. SIP Server IP Address Enter either the IP address of the preferred SIP server or its host name (if a DNS server is used).
Chapter 2-First Time Installation and Configuration Table 2-7 Fast Configuration Wizard – SIP Server (Continued) Field Description Transport Type (cont.) The following protocols are supported: • TLS 1.0 • • SSL 2.0 SSL 3.0. 14 Click Next. Enter the required Security information in the dialog box. Table 2-8 Field Description Authentication User Name Enter the conference, Entry Queue or Meeting Room name as registered with the proxy. This field can contain up to 20 ASCII characters.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 ISDN /PSTN Network Service definition screens of the Fast Configuration Wizard are enabled. If there is no RTM ISDN card in the RMX or if you do not want to define an ISDN/PSTN Network Service, go to Step 33..
Chapter 2-First Time Installation and Configuration 17 Define the following parameters: Table 2-9 Fast Configuration Wizard – ISDN Service Settings Field Description Network Service Name Specify the service provider’s (carrier) name or any other name you choose, using up to 20 characters. The Network Service Name identifies the ISDN/PSTN Service to the system.
Polycom RMX 1500/2000/4000 Getting Started Guide The PRI Settings dialog box opens. 19 Define the following parameters: Table 2-10 Fast Configuration Wizard – PRI Settings Field Description Default Num Type Select the Default Num Type from the list. The Num Type defines how the system handles the dialing digits. For example, if you type eight dialing digits, the Num Type defines whether this number is national or international.
Chapter 2-First Time Installation and Configuration Table 2-10 Fast Configuration Wizard – PRI Settings (Continued) Field Description 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 parameter is set by the system. Net Specific Select the appropriate service program if one is used by your service provider (carrier). Some service providers may have several service programs that can be used.
Polycom RMX 1500/2000/4000 Getting Started Guide 21 Define the following parameters: Table 2-11 Fast Configuration Wizard – Spans Definition Field Description Framing Select the Framing format used by the carrier for the network interface from the list. • For T1 spans, default is SFSF. • Side For E1 spans, default is FEBE.
Chapter 2-First Time Installation and Configuration The Phones dialog box opens. 23 Click Add to define dial-in number ranges. The Add Phone Number dialog box opens. 24 Define the following parameters: Table 2-12 Fast Configuration Wizard – Add Phone Numbers • • Field Description First Number The first number in the phone number range. Last Number The last number in the phone number range. A range must include at least two dial-in numbers. A range cannot exceed 1000 numbers. 25 Click OK.
Polycom RMX 1500/2000/4000 Getting Started Guide With dial-in connections, the MCU CLI indicates the MCU’s number dialed by the participant. In a dial-out connection, indicates the MCU (CLI) number as seen by the participant. 28 Click Save & Continue. After clicking Save & Continue, you cannot use the Back button to return to previous configuration dialog boxes. The ISDN/PSTN Network Service is created and is added to the ISDN/ PSTN Network Services list.
Chapter 2-First Time Installation and Configuration — Slot – the MPM/MPM+/MPMx card that the RTM ISDN / RTM ISDN 1500 card is connected to (RMX 2000: MPM 1/MPM2 RMX 4000: MPM1/MPM2/MPM3/MPM4). On the RMX 1500, the Slot field does not appear. — Service – the ISDN/PSTN Network Service to which the span is assigned. — Clock Source – indicates if ISDN signaling synchronization is being supplied by the Primary or Secondary clock source. The first span to synchronize becomes the Primary clock source.
Polycom RMX 1500/2000/4000 Getting Started Guide The System Flags dialog box is displayed. 32 Enter the required System Flags information in the dialog box. Table 2-13 Fast Configuration Wizard – System Flags Field Description / Default Conference ID Length (MCU) The number of digits of the Conference ID to be assigned by the MCU. Range: 2-16 (Default: 5) Minimum Conference ID Length (User) The minimum number of digits that the user must enter when manually assigning a numeric ID to a conference.
Chapter 2-First Time Installation and Configuration Table 2-13 Fast Configuration Wizard – System Flags (Continued) Field Description / Default Terminate Conference when Chairperson Exits When Yes is selected (default), the conference ends when the chairperson exits even if there are other participants connected. When No is selected, the conference automatically ends at the predefined end time, or when all the participants have disconnected from the conference.
Polycom RMX 1500/2000/4000 Getting Started Guide On first entry, the default Username and Password are both POLYCOM. In the RMX Web Client’s Main Screen an MCU State indicator displays a progress indicator showing the time remaining until the system start-up is complete. 39 Create a new User with Administrator permissions and delete the default User (POLYCOM). For system security reasons the system is not fully configured until this step has been performed.
Chapter 2-First Time Installation and Configuration 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 Guide ”Multilingual Setting” on page 18-88. If the selected language is not supported by the browser or the workstation’s Operating System, the RMX Web Client is displayed in English. 3 Click OK. 4 Log out and reconnect to the RMX.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 2-14 Conferencing Entities (Continued) Entity Description Conference Profile Name: Factory Video Profile A Conference Profile is assigned to a Meeting Room to define its conferencing parameters, such as line rate and video resolution. Factory Video Profile contains the video conference parameters with a bit rate of 384Kbps, Auto Layout and Polycom Skin. The Profile uses an IVR Service called Conference IVR Service.
Chapter 2-First Time Installation and Configuration Table 2-14 Conferencing Entities (Continued) Entity Description Entry Queue Name DefaultEQ ID 1000 Using an Entry Queue enables one dial-in number to be used for all conferences. In the Entry Queue, participants are prompted for information to enable routing to their destination conferences. A default Entry Queue called DefaultEQ is provided.
Polycom RMX 1500/2000/4000 Getting Started Guide Customizing the RMX’s Default Conferencing Settings You can customize the conferencing entities to your organization’s requirements: • To customize the Voice Prompts and Video Slides to different organizations, users, languages etc. – first record the required messages and create the video slides and then create the appropriate conference IVR Service or Entry Queue IVR Service.
Chapter 2-First Time Installation and Configuration For more information, see the RMX 1500/2000/4000 Administrator’s Guide, ”Address Book” on page 5-1. • 2-46 You can schedule conferences to start in the future.
3 Basic Operation The most common operations performed via the RMX Web Client are: • Starting, monitoring and managing conferences • Monitoring and managing participants and endpoints as individuals or groups. — Participant – A person using an endpoint to connect to a conference. When using a Room System, several participants use a single endpoint. — Endpoint – A hardware device, or set of devices, that can call, and be called by an MCU or another endpoint.
Chapter 3-Basic Operation To start the RMX 2000 Web Client: 1 In your browser address line, enter http:// and press the Enter key. The Login screen is displayed. Link to RMX Manager Installer 2 Enter your Username and Password and click the Login button. On first entry, the default Username and Password are both POLYCOM. The RMX 2000 Web Client main screen is displayed. The Login screen contains a link to the RMX Manager installer.
Polycom RMX 1500/2000/4000 Getting Started Guide RMX 2000 Web Client Screen Components The RMX 2000 Web Client’s main screen consists of five panes: • Conference List • List Pane • RMX Management • Status Bar • Address Book • Conference Templates You can login as a user with Chairperson, Operator or Administrator authorization. Your Authorization Level determines your viewing and system functions.
Chapter 3-Basic Operation Viewing and System Functionality Permissions The RMX 2000 Web Client user’s viewing and system functionality depend on the authorization level assigned to each user as summarized in Table 3-1: Table 3-1 Viewing and System Permissions Authorization Level Chairperson Operator Administrator Viewing Permissions Conference List List Pane Address Book Conference Templates Status Bar RMX Management Conference Alarms Conference
Polycom RMX 1500/2000/4000 Getting Started Guide Conferences List If you are logged in as a user with Operator or Administrator permissions: The Conferences pane lists all the conferences currently running on the MCU along with their Status, Conference ID, Start Time and End Time data. The number of ongoing conferences is displayed in the pane’s title.
Chapter 3-Basic Operation List Pane The List pane displays details of the item selected in the Conferences pane or RMX Management pane. The title of the pane changes according to the selected item. When selecting an ongoing conference in the Conferences pane, it displays the list and parameters of the connected participants. Total number of participants When selecting an item in the Device Management pane, lists the items currently defined for that item.
Polycom RMX 1500/2000/4000 Getting Started Guide System Alerts Administrator This is a list of system problems. The alert 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. Operator Chairperson Viewing Permissions The System Alerts pane is opened and closed by clicking the System Alerts button in the left corner of the Status Bar.
Chapter 3-Basic Operation • The High Port Usage threshold. Total Allocated Video Ports (CIF resolution) In System Video Ports In Use Video Port Usage Indicator Total Allocated Audio Ports In System Audio Ports In Use Audio Port Usage Indicator Audio and Video High Port Usage Threshold The High Port Usage threshold represents a percentage of the total number of video or voice ports available.
Polycom RMX 1500/2000/4000 Getting Started Guide Address Book Operator Administrator 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, view and use the Address Book to assign participants to conferences.
Chapter 3-Basic Operation Displaying and Hiding the Address Book The first time you access the RMX Web Client, the Address Book pane is displayed. You can hide it by clicking the anchor pin ( ) button. The Address Book pane closes and a tab appears at the right edge of the screen. Click the tab to re-open the Address Book. Click tab to open Address Book Conference Templates Conference Templates enable administrators and operators to create, save, schedule and activate identical conferences.
Polycom RMX 1500/2000/4000 Getting Started Guide Clicking the tab opens the Conference Templates list pane. Delete Template Start Template New Template Schedule Template Click to hide the Conference Templates List List of Saved Templates Number of Saved Conference Templates 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 To sort the data by any field (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. 2 Click on the column heading to toggle the column’s sort order. To change the order of columns in a pane: Click the column heading to be moved and drag it to its new position.
Polycom RMX 1500/2000/4000 Getting Started Guide Toolbar View Button List View List View Button Toolbar View You can move items between the Frequently Used 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 The Frequently Used and Rarely Used sections can be expanded or collapsed by clicking the 3-14 and buttons.
Polycom RMX 1500/2000/4000 Getting Started Guide Starting a Conference There are several ways to start a conference: • Clicking the New Conference button in the Conferences pane. For more information, see "Starting a Conference from the Conferences Pane” on page 3-16. • Dialing in to a Meeting Room. — A Meeting Room is a conference that is saved on the MCU. It remains in passive mode until it is activated by the first participant, or the meeting organizer, dialing in.
Chapter 3-Basic Operation Starting a Conference from the Conferences Pane To start a conference from the Conference pane: 1 In the Conferences pane, click the New Conference ( ) button. The New Conference – General dialog box opens. The system displays the conference’s default Name, Duration and the default Profile, which contains the conference parameters and media settings. The RMX automatically allocates the conference ID, when the conference starts.
Polycom RMX 1500/2000/4000 Getting Started Guide General Tab 2 Define the following parameters: Table 3-2 New Conference – General Options Field Description Display Name The Display Name is the conferencing entity name in native language character sets to be displayed in the RMX Web Client. In conferences, Meeting Rooms, Entry Queues and SIP factories the system automatically generates an ASCII name for the Display Name field that can be modified using Unicode encoding.
Chapter 3-Basic Operation Table 3-2 New Conference – General Options (Continued) Field Description Routing Name Routing Name is the name with which ongoing conferences, Meeting Rooms, Entry Queues and SIP Factories register with various devices on the network such as gatekeepers and SIP server. This name must defined using ASCII characters. Comma, colon and semicolon characters cannot be used in the Routing Name.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description Conference Password Enter a password to be used by participants 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. These fields are numeric and have a default length of 4 characters.
Chapter 3-Basic Operation Table 3-2 3-20 New Conference – General Options (Continued) Field Description Reserve Resources for Audio Participants Enter the number of audio participants for which the system must reserve resources. Default: 0 participants. Maximum: • MPM Mode: 80 participants. • MPM+ Mode: 200 participants (if all ports are set to Audio Only). • MPMx Mode: 720 participants (Double card, with all ports are set to Audio Only).
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-2 New Conference – General Options (Continued) Field Description Dial-in Number (2) By default, the second dial-in number is not defined. To define a second-dial-in number, enter a required number from the dial-in number range defined for the selected Network Service. 3 If all participants are undefined, dial-in and no additional information is required for the new conference, click OK.
Chapter 3-Basic Operation The following table describes the information displayed in the Participants List and the operations that can be performed. Table 3-3 New Conference – Participants Tab Column / Button Description Participants List Name A Unicode field that displays the participant’s name and an icon representing the endpoint type: Audio Only or Video. IP Address/Phone Indicates the IP address or phone number of the participant’s endpoint.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-3 New Conference – Participants Tab (Continued) Column / Button Description Buttons New Click to define a new participant. For more information, see the RMX 1500/2000/ 4000 Administrator’s Guide, "Adding a new participant to the Address Book Directly” on page 5-4. Remove Click to remove the selected participant from the conference. Add from Address Book Click to add a participant from the Address Book to the conference.
Chapter 3-Basic Operation — 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. To add participants from the Address Book: 6 In the Participants List, click the Add from Address Book button to open the Participants Address Book.
Polycom RMX 1500/2000/4000 Getting Started Guide 8 The selected participants are assigned to the conference and appear in the Participant List. 9 Select additional Participants or click the Close button to return to the Participants tab. Information Tab In the Info fields, you can add general information about the conference, such as contact person name, company name, billing code, etc. This information is written to the Call Detail Record (CDR) when the conference is launched.
Chapter 3-Basic Operation 11 Enter the following information: Table 3-4 New Conference – Info Options Field Description Info1, 2, 3 There are three information fields that allow you to enter general information for the conference such as company name, contact person etc. Unicode can be used in these fields. The maximum length of each field is 80 characters. Billing Enter the conference billing code if applicable. 12 Click OK. An entry for the new conference appears in the Conferences pane.
Polycom RMX 1500/2000/4000 Getting Started Guide Starting a Reservation To start a conference from the Reservation Calendar: 1 In the RMX Management pane, click the Reservations entry ( The Reservation Calendar is displayed. 2 Click the New Reservation ( ). ) button.
Chapter 3-Basic Operation The New Reservation – General tab dialog box opens. 3 Optional. Select the Enable ISDN/PSTN Dial-in check box if you want ISDN and PSTN participants to be able to connect directly to the conference. 4 If Enable ISDN/PSTN Dial-in option is selected, either enter a dial-in number, or leave the Dial-in Number field blank to let the system automatically assign a number from the dial-in range defined for the selected ISDN/PSTN Network Service. 5 Click the OK button.
Polycom RMX 1500/2000/4000 Getting Started Guide The conference is started. If an ISDN/PSTN dial-in number was assigned to the conference either automatically or manually, this number can be viewed in the Conferences pane. For more information about Reservations, see the RMX 1500/2000/4000 Administrator’s Guide, "Reservations” on page 6-1. Starting an Ongoing Conference From a Template An ongoing conference can be started from any Conference Template saved in the Conference Templates list.
Chapter 3-Basic Operation Participants that are connected to other ongoing conferences when the template becomes an ongoing conference are not connected. If an ongoing conference, Meeting Room or Entry Queue with the same Display Name, Routing Name or ID already exist in the system, the conference will not be started. For detailed description of Conference Templates, see RMX 1500/2000/ 4000 Administrator’s Guide, "Conference Templates” on page 8-1.
Polycom RMX 1500/2000/4000 Getting Started Guide Starting a Video Meeting from a Microsoft Outlook Polycom Meeting Invitation Polycom Conference information is included in the meeting invitation sent by Outlook to each meeting attendee. The following example shows a Polycom Conference invitation as received by Outlook running on a workstation.
Chapter 3-Basic Operation Connecting to a Conference Direct Dial-in Direct dial-in connection to conferences and Meeting Rooms is available to all endpoints. Participants must be provided with a dialing string which can vary according to the network type, conference password and chairperson password. Participants dial the conference dial-in string and are connected to the conference IVR Service.
Polycom RMX 1500/2000/4000 Getting Started Guide H.323 Participants For H.323 participants, the dialing string is composed of the MCU prefix in the Gatekeeper and the conference ID. Example: Prefix in gatekeeper 925 Conference ID 1001 Conference Name Maple_Room The participant dials 9251001 or 925Maple_room If there is no gatekeeper defined for the network, H.323 participants dial the MCU’s signaling host IP address and the conference ID, separated by ##.
Chapter 3-Basic Operation Connecting to a Polycom Conference from an Outlook Meeting Invitation Attendees that have received a Meeting Invitation via Outlook using the Polycom Conferencing Add-in for Microsoft Outlook, connect by clicking on the link included in the invitation or by manually dialing the numbers displayed using the endpoint's numeric input device.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 according to the conference ID they enter. Figure 3-2 Dial-in Connection via Entry Queue H.323 Participants Dialing is executed in the same way as for conferences, where the Entry Queue ID/Name replaces the Conference ID/Name. H.
Chapter 3-Basic Operation H.323 participants can bypass the Entry Queue IVR voice messages by adding the correct Conference ID of destination conference to the initial dial string: [Gatekeeper Prefix][EQ ID][##Destination Conference ID] Example: Conference ID 1001 H.323 participants dial 9251000##1001 H.
Polycom RMX 1500/2000/4000 Getting Started Guide Example: Entry Queue ID 1000 Assigned Dial-in number 4631000 ISDN/PSTN participants dial 4631000 Dial-out Participants Automatic Dial Out Dial-out participants are defined with their dial-out number. Once they are added to the ongoing conference, the MCU automatically calls them at a rate of 1 dial-out per second, using the default H.323, SIP or ISDN/ PSTN Network Service defined for them.
Chapter 3-Basic Operation During the Gathering Phase, the audio of all participants can be heard, and the video of active speakers is displayed in the video windows as they begin talking.
Polycom RMX 1500/2000/4000 Getting Started Guide Gathering Phase Guidelines • The Gathering Phase slide can be displayed at any time during the conference by entering the Show Participants DTMF code, *88. • The Gathering Phase is not supported in Video Switching Conferences. • The names of the first eight participants to connect are displayed. If eight or more participants connect, the 8th row displays “…”.
Chapter 3-Basic Operation the Gathering slide is displayed in a smaller video window in the layout. Content Gathering Slide For more information see, the RMX 1500/2000/4000 Administrator’s Guide, "Gathering Phase” on page 2-36.
Polycom RMX 1500/2000/4000 Getting Started Guide Text Indication in the Video Layout Endpoint Names During conferences you can view the names of the endpoints that are connected to the conference in your endpoint’s video layout windows. The MCU can display up to 33 characters of the endpoint’s name, depending on the window’s layout (size).
Chapter 3-Basic Operation — For a SIP undefined participant: • • Display the SIP DisplayName 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.320 participant: • The system displays the name from the participant definition. — For an undefined H.320 participant: • Display the Terminal Command String (TCS-2) to identify the participant.
Polycom RMX 1500/2000/4000 Getting Started Guide The Participant Properties – Media Sources dialog box opens: 2 Enter the new Display Name in the Name field. 3 Click OK.
Chapter 3-Basic Operation Text Indication The Text Indication appears in the window of the current speaker in the participant’s layout in addition to the endpoint name. It displays the conference Secure mode (on or off), total number of connected participants, number of video participants and number of audio participants.
Polycom RMX 1500/2000/4000 Getting Started Guide This setting is recommended for MCUs running Telepresence conferences. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, “System Configuration” on page 18-5. Transparent Endpoint Names Endpoint name backgrounds are 50% transparent, and while maintaining contrast, do not completely obscure the overlaid video.
Chapter 3-Basic Operation Message Overlay Message Overlay allows messages to be sent to all participants in an ongoing conference. A maximum of 24 Unicode characters can be sent as a Message Overlay. The message can be set to be displayed at various positions on the screen in different colors, static or scrolling. Small Text, White on red, Top, Middle Small Text, White on yellow, Bottom For more information see the RMX 1500/2000/4000 Administrator’s Guide "Message Overlay” on page 2-49.
Polycom RMX 1500/2000/4000 Getting Started Guide 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. Maximum number of participants (voice and video) in a conference: RMX 1500 MPMx Mode: 360. (90 video). RMX 2000 MPM Mode: 400. (80 video). RMX 2000 MPM+ Mode: 800. (160 video). RMX 2000 MPMx Mode: 720. (180 video). RMX 4000 MPM+ Mode: 1600.
Chapter 3-Basic Operation • Right-clicking anywhere in the Conferences or Participants pane and selecting an operation from the menu. Operations Menu Multi Selection Using multiple selection, you can monitor and perform simultaneous operations on multiple participants in multiple conferences. The selected conferences are displayed as sub-lists in the Participants list pane.
Polycom RMX 1500/2000/4000 Getting Started Guide Using the Chairperson Password for Filtering If you are logged in as a chairperson, the Chairperson Password field is displayed. It enables you to search for, and display a list of, ongoing conferences for which you have the password. Chairperson Password Field Refresh Button Chairperson Password Column To search for an ongoing conference by Chairperson Password: 1 Click in the Chairperson Password field. 2 Enter the password to be searched for.
Chapter 3-Basic Operation No status indicator display 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. Table 3-5 Conferences – Monitoring Information Field Description Name Displays conference name and type of conference: • • • • 3-50 – Video Conference (including HD CP conferences). – Conference running in Video Switching mode.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-5 Conferences – Monitoring Information (Continued) Field Description Status Displays the status of the ongoing conference. If there is no problem with the participant’s connection no indication is displayed. If one of the following statuses occur, the appropriate indication is displayed, proceeded by a warning icon ( ). • Audio – There is a problem with the participant’s audio. • • Empty – No participants are connected.
Chapter 3-Basic Operation 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 Conference Properties. The Conference Properties - General dialog box opens. You can view all the conference’s properties but those that appear with a gray background cannot be modified. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference Level Monitoring” on page 10-3.
Polycom RMX 1500/2000/4000 Getting Started Guide 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. This feature is enabled or disabled by value of the IVR_ROLL_CALL_USE_TONES_INSTEAD_OF_VOICE System Flag in system.cfg: • When set to NO (default), voice messages are played.
Chapter 3-Basic Operation Monitoring Ongoing Gateway Sessions Ongoing Gateway Sessions that are created when calling the Gateway Profile, are listed in the ongoing Conferences list pane and are monitored in the same way as the conferences. For more details, see the RMX 1500/2000/4000 Administrator’s Guide, "Conference Level Monitoring” on page 10-3.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Status 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. Disconnected – The participant is disconnected from the conference. This status applies only to defined participants.
Chapter 3-Basic Operation Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Role Displays the participant’s role or function in the conference: Chairperson – The participant is defined as the conference chairperson. The chairperson can manage the conference using touch-tone signals (DTMF codes). Lecturer – The participant is defined as the conference Lecturer.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Audio Displays the status of the participant’s audio channel. If the participant’s audio is connected and the channel is neither muted nor blocked, no indication is displayed. Disconnected – Participant’s audio channel is disconnected. This is a defined participant who is waiting to be connected to the conference.
Chapter 3-Basic Operation Table 3-6 Participant Monitoring – Indicators and Properties (Continued) Column Icon/Description Content Token Participant is the holder of the Content token and has content sharing permission. The Content token can be allocated to only one participant at a time and remains un-allocated if no participant requests it. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "H.239 / People+Content” on page 2-24.
Polycom RMX 1500/2000/4000 Getting Started Guide — View Participant Sent Video - to display the video sent from the participant to the conference. — View Participant Received Video - to display the video sent from the conference to the participant. The Video Preview window opens. If the video card installed in the PC does not support DirectDraw Acceleration, a black window may be viewed. For more information, including workstation minimum requirements, see the RMX 1500/2000/4000 Administrator’s Guide.
Chapter 3-Basic Operation Operations Performed During On Going Conferences Conference Level operations Changing the Duration of a Conference The duration of each conference is set when the new conference is created. The default duration of a conference is 1 hour. All conferences running on the RMX are automatically extended as long as there are participants connected to the conference. A conference’s Duration can be extended or shortened while it is running, by modifying its scheduled End Time.
Polycom RMX 1500/2000/4000 Getting Started Guide 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. Adding Participants from the Address Book Once the conference has started, you can add participants to a conference directly from the Participants Address Book without having to use the New Conference – Participants tab.
Chapter 3-Basic Operation Moving Participants RMX users can assist participants by performing the following operations: • Move a participant to an Operator conference (Attend a participant). • Move a participant to the Home (destination) conference.
Polycom RMX 1500/2000/4000 Getting Started Guide When selected, the Move to Conference dialog box opens, letting you select the name of the destination conference. — Back to Home Conference - if the participant was moved to another conference or to the Operator conference, this options moves the participant back to his/her source conference. This option is not available if the participant was moved from the Entry Queue to the Operator conference or the destination conference.
Chapter 3-Basic Operation Saving an Ongoing Conference as a Template Any conference that is ongoing can be saved as a template. To save an ongoing conference as a template: 1 In the Conferences List, select the conference you want to save as a Template. 2 Click the Save Conference ( ) button. or Right-click and select Save Conference. The conference is saved to a template whose name is taken from the ongoing conference Display Name. Copy and Paste Conference The RMX user can Copy, and Paste conferences.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 RMX. To paste a conference: >> Right-click in the Conferences List pane and in the drop-down menu select Paste Conference. or If you are using the RMX Manager and you want to paste the conference to a different RMX: a In the MCUs list pane, click the RMX that is to receive the conference.
Chapter 3-Basic Operation b In the Conferences list pane, right-click, and in the drop-down menu select Paste Conference. The conference is pasted to the RMX with a Display Name is assigned by the system. Paste Conference As The Paste Conference As command allows the RMX user to create a new conference using the copied conference’s properties as a template.
Polycom RMX 1500/2000/4000 Getting Started Guide b In the Conferences list pane, right-click, and in the drop-down menu select Paste Conference As. The Conference Properties dialog box is displayed. 2 Modify the conference information as required. 3 Click the OK button to paste and start the new conference. Changing the Video Layout of a Conference While the conference is running, you can change the video layout and select one of 24 video layouts supported by the RMX.
Chapter 3-Basic Operation • Conference Level – Applies to all conference participants. All participants have the same video layout. • Participant Level – The participant’s video layout is changed. All other conference participants’ video layouts are not affected. The initial video layout is selected for the conference in the Conference Profile. Participant level video layout selection overrides conference level video layout settings.
Polycom RMX 1500/2000/4000 Getting Started Guide 3 From the Video Layout options, select the Number of Windows to display and the Video Layout thumbnail required and click OK. Number of Video Windows Video Layout Thumbnail Selected Layout Video Forcing Users with Chairperson or Operator permission can select which participant appears in each of the video layout windows using Video Forcing.
Chapter 3-Basic Operation • Participant level video forcing overrides conference level video forcing. • A participant can view him/herself in a layout window, by selecting the Same Layout option. • When different size video windows are used in video layouts such as 1+2, 1+3, 1+4, etc., a participant can only be forced, in Personal Layout, to a video window of the same size as that selected for him/her in Conference Layout.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 Video Settings tab. 2 In the video layout window, in the Participants list, select Auto. 3 Click OK. Switching between participants is renewed and is audio activated.
Chapter 3-Basic Operation Enabling and Disabling Video Clarity™ The user can enable or disable Video Clarity™ during an ongoing conference. To enable or disable Video Clarity: 1 In the Conference List pane, double-click the name of the conference for which you want to enable or disable Video Clarity or right-click the conference name and then click Conference Properties. 3-72 2 Click the Video Settings tab. 3 Select or clear the Video Clarity check box as required. 4 Click OK.
Polycom RMX 1500/2000/4000 Getting Started Guide Participant Level Operations Participant Level Operations enable you to modify and control the connections and statuses of participants in ongoing conferences, as described in Table 3-7. Table 3-7 Menu Option Participant Level Operations Button Description New Participant Define a new participant.For more information about the New Participant dialog box tab, see Table 3-3 on page 3-22.
Chapter 3-Basic Operation Table 3-7 Menu Option Suspend Video Participant Level Operations (Continued) Button Description Suspend the video transmission from the participant to the conference. The suppressed participant’s video is not transmitted to the conference but the participant still receives conference video. The Suspend Video indicator appears in the Participants List and the Resume Video button ( ) becomes active. Resume Video Resume the participant’s video transmission to the conference.
Polycom RMX 1500/2000/4000 Getting Started Guide Table 3-7 Menu Option Participant Level Operations (Continued) Button Description Copy Participant Copy the all participant’s parameters in preparation for Pasting into another conference or back into the current conference.. Cut Participant Copy the all participant’s parameters and delete the participant from the current conference. The participant can be Pasted into another conference or back into the current conference.
Chapter 3-Basic Operation Table 3-7 Menu Option Participant Level Operations (Continued) Button AGC (Auto Gain Control) Description Enable AGC for the participant with weak audio signal during ongoing conferences. Notes: • To implement AGC, for the participant audio the ENABLE_AGC System Flag in system.cfg must be set to YES. The flag’s default value is NO. For more information see the RMX 1500/2000/4000 Administrator’s Guide, "Adding a Participant to the Address Book” on page 5-4.
Polycom RMX 1500/2000/4000 Getting Started Guide 2 In the drop-down menu select Copy Participant. Cut Participant The Cut command copies all the participant’s properties and makes them available for pasting. The participant is deleted from his/her current conference. To cut a participant: 1 In the Participants List pane, right-click the participant you want to cut. 2 In the drop-down menu select Cut Participant.
Chapter 3-Basic Operation Paste Participant The Paste command connects the copied or cut participant to the selected conference. If the participant was copied, he/she should be deleted from the conference he/she was copied from, unless it is required that the participant is connected to two (or more) conferences. (There are endpoints that permit a participant to be connected to multiple conferences).
Polycom RMX 1500/2000/4000 Getting Started Guide automatically opens the Address Book - Participant Properties dialog box allowing the RMX user to modify the participant’s properties effectively creating a new participant. When the OK button in the Participant Properties dialog box is clicked the new participant is connected to the selected conference. To paste a participant as a new participant: 1 In the Conferences List pane, click the conference you want to paste the copied/cut participant into.
Chapter 3-Basic Operation c Right-click, and in the drop-down menu select Paste Participant As. The Address Book - Participant Properties dialog box is displayed. 2 Modify the participant information as required. For more information see the RMX 1500/2000/4000 Administrator’s Guid"Modifying Participants in the Address Book” on page 5-14. Optional. If not already in the Address Book, the copied/cut participant can be added to the Address Book. Optional.
Polycom RMX 1500/2000/4000 Getting Started Guide 3 Click the OK button to connect the new participant to the selected conference. Personal Layout Control with the RMX Web Client RMX users can use the RMX Web Client to the change the Video Layouts of individual participants and force participants to its windows without affecting the Video Layouts of other participants.
Chapter 3-Basic Operation To cancel the Personal Video Layout selection and return to the conference layout: 1 In the Participant Properties dialog box, select the Media Sources tab. 2 In the Layout Type list, select Conference. 3 Click OK. The participant will now see the conference video layout with its forced participants.
Polycom RMX 1500/2000/4000 Getting Started Guide 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 squares you wish to select. For example, if you want a four-square video layout, press .
Chapter 3-Basic Operation The following table summarizes the Video Layout options available via Click&View . Table 3-8 Video Layout Options DTMF Code Group Default Layout Group Layout Options 1 2 3 4 5 6 7 8 9 0/ Revert to the previous conference layout. Conference Control Using DTMF Codes Participants and chairpersons can manage their connection to ongoing conferences from their endpoints, using touch-tone signals (DTMF codes) from their endpoints. Table 3-9 lists the DTMF Codes that can be used.
Polycom RMX 1500/2000/4000 Getting Started Guide Permissions for DTMF actions to be performed by all conference participants or by chairperson only are configured in the Conference IVR Service assigned to the conference. For more information, see the RMX 1500/2000/4000 Administrator’s Guide, "Defining a New Conference IVR Service” on page 14-9. To use the DTMF codes to control the conference, the DTMF input must be first enabled on the endpoint remote control (for example, entering #).
Chapter 3-Basic Operation Table 3-9 Default DTMF Codes to Manage Conferences and Participants Operation DTMF String Permission Change Password *77 Chairperson Change To Chairperson *78 All Play Help Menu *83 All Mute Incoming Participants *86 Chairperson Unmute Incoming Participants #86 Chairperson Terminate Conference *87 Chairperson Show Participants *88 All Increase Broadcast Volume *9 All Decrease Broadcast Volume #9 All Override Mute All Configurable All Requesting H
Polycom RMX 1500/2000/4000 Getting Started Guide Personal Conference Manager (PCM) The Personal Conference Manager (PCM) interface enables the conference chairperson to control various conference features using his/her endpoint’s remote control device. The following conference operations can be performed: • Initiate Polycom’s Click&View™ application to change the local screen layout. • Invite a participant to connect to the conference. • View and control the audio and video of each connected endpoint.
Chapter 3-Basic Operation • FECC is available to all IP participants in the conference with the exception of the chairperson that has an active PCM session. • If enabled, Message Overlay is not displayed while PCM is active. • Normal conference video is resumed after 4 seconds of inactivity within the PCM menu. • If a chairperson with active PCM session is moved to another conference, the PCM session is automatically terminated.
Polycom RMX 1500/2000/4000 Getting Started Guide The default value of the Permission field is Everyone. It can be modified to Chairperson.
Chapter 3-Basic Operation 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. For ISDN/PSTN endpoints: PCM is activated by pressing ## on the Remote Control Device.
Polycom RMX 1500/2000/4000 Getting Started Guide Remote 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.
Chapter 3-Basic Operation Table 3-10 PCM - Menu Navigation Arrow Key Right Up Down Zoom in (+) Zoom out (-) Description • • • Go down one menu level. • Initiate PCM from a conference. • • Cycle upward through the displayed menu options. • Initiate PCM from a conference. • • Cycle downward through the displayed menu options. • Initiate PCM from a conference. • • Confirm current selection in the PCM menu. • • Exit PCM Menu. Confirm current selection in the PCM menu.
Polycom RMX 1500/2000/4000 Getting Started Guide DTMF codes are entered using the Remote Device Numerics Keys and are defined as follows: Table 3-11 PCM - DTMF Codes Numeric Key Description 0 • • Number input. • Return to the conference - when in FECC mode. • • Number input. • Initiate PCM session on ISDN/PSTN endpoint (1 is the default for the Start PCM DTMF Code). • Initiate DTMF mode (with Polycom endpoints) - during a conference or when the PCM menu is displayed. • Enter a period “.
Chapter 3-Basic Operation PCM Main Menu - Level 1 Click&View With the Click&View application, participants can change their Personal Layouts using the Arrow Keys or DTMF codes entered using the Numeric Keys of their endpoints. For a full description of Click&View see "Personal Layout Selection with Click&View” on page 3-82. Invite Participant This function is not available to chairpersons using PCM with ISDN endpoints.
Polycom RMX 1500/2000/4000 Getting Started Guide b 5 • H.323 • SIP • VoIP • ISDN • PSTN Press the # key to initiate the call. Optional. a Use the Arrow Keys to select the Directory button to select the Alphabetic Grouping sub menu. The Local Directory is displayed. Alphabetic Groupings Participant List b Use the Numeric Keys to enter the number of the participant’s endpoint. c Press # or the Zoom In key to initiate the call.
Chapter 3-Basic Operation c Use the Up/Down and Left /Right arrow keys to select a Participant. d Press # or the Zoom In key to initiate the call. Participants Mute/Status This function is not available to chairpersons using PCM with ISDN endpoints. The chairperson can view and control the audio and video status of each participant's endpoint. The chairperson can: • View the audio and video status of participants. • Mute, block, unmute, unblock participant audio.
Polycom RMX 1500/2000/4000 Getting Started Guide 2 Use the Up/Down/Left/Right arrow keys to select a Mute, Block or Suspend status icon. 3 Use the Zoom In key to toggle the state of the audio and video channels of the participants’ endpoints. The status icons are summarized in Table 3-12. Table 3-12 Participants Mute/Status - Icons Status Icon Description Audio output from this endpoint is allowed. Other conference participants can hear the audio from this endpoint. The endpoint is muted.
Chapter 3-Basic Operation Camera Control This function is not available 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 focus of a remote endpoint’s camera. To control a far camera: 1 Use the Up/Down arrow keys to select Camera Control in the Main Menu and then press the Right arrow or # key to confirm your selection.
Polycom RMX 1500/2000/4000 Getting Started Guide Following a 10 second delay, the FECC active icon ( ) is displayed in the video image of the selected site. Selected Cell for Far End Camera Control 4 Use the Up/Down/Left/Right/Zoom In/Zoom Out arrow keys to control the remote camera. 5 Press the 0 key on the remote control to exit FECC. 6 Use the Zoom Out key on the remote control to return to the conference video.
Chapter 3-Basic Operation The Video Force sub menu is displayed. 2 Use the Up/Down/Left/Right arrow keys to select the window of the video layout that you want the specific participant to be displayed in. 3 Press the Zoom In key to cycle the display of all participants in the selected video window until the participant you want to be displayed appears. 4 Press the Right arrow or # key to confirm your selection. Recording This function is not available to chairpersons using PCM with ISDN endpoints.
Polycom RMX 1500/2000/4000 Getting Started Guide To use the recording functions: 1 Use the Up/Down arrow keys to select Recording in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 6 key on the Remote Device. The Recording sub menu is displayed. To start recording: Use the Up/Down arrow keys to select Start Recording and then press the Right arrow or # key to confirm your selection. or Press the 1 key on the Remote Device.
Chapter 3-Basic Operation To stop recording: While recording is in progress, use the Up/Down arrow keys to select Stop Recording and then press the Right arrow or # key to confirm your selection. or Press the 3 key on the Remote Device.
Polycom RMX 1500/2000/4000 Getting Started Guide Terminate Conference Although this function can be accessed and viewed by chairpersons using PCM with ISDN endpoints, conference termination cannot be executed. Although this function can be accessed and viewed by chairpersons using PCM with ISDN endpoints, conference termination cannot be executed.
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Appendix A Glossary This appendix lists the terms and abbreviations that are related to the Polycom RMX 1500/2000/4000, and are commonly used in the RMX documentation. Abbreviation/ Term Explanation AGC Auto Gain Control. A mechanism that regulates noise and audio volume by keeping the received signal of all participants balanced. Bandwidth Defines the information carrying capacity of a channel.
Chapter A-Glossary Abbreviation/ Term A-2 Explanation BRI Basic Rate Interface. A type of ISDN connection for transiting data, consisting of 3 channels: two B-channels (each of 64 Kbps) and one D-channel (16 Kbps). Carrier A telephone or other company that provides telecommunication transmission services. CIF, 4CIF, QCIF Common Intermediate Format, an optional part of the ITU-T's H.261 and H.263 standards. CIF specifies 288 non-interlaced luminance lines, that contain 176 pixels.
Polycom RMX 1500/2000/4000 Getting Started Guide Abbreviation/ Term Explanation DTMF Dual Tone Multi Frequency. A system of coded signals used by touch-tone telephones in which a specific sound, frequency or tone is assigned to each key so that the signal can be easily recognized by a computer. The codes enable data input and control of voice-processing systems.
Chapter A-Glossary Abbreviation/ Term A-4 Explanation H.230 ITU-T standard that defines simple multipoint control systems procedures and describes network maintenance functions. H.231 ITU-T standard that defines a set of MCU functions and operational requirements. H.242 ITU-T standard that defines initiation of communications between systems and capabilities negotiation procedures. H.
Polycom RMX 1500/2000/4000 Getting Started Guide Abbreviation/ Term Explanation ISDN Integrated Services Digital Network. A set of protocol and interface standards (voice, video and data) that comprise a telephone network. There are two types of ISDN lines: BRI and PRI. ITU-T Standard International Telecommunications Union, Telecommunication Standardization Sector (formerly CCITT). An international group that produces official standards for telecommunications. LAN Local Area Network.
Chapter A-Glossary Abbreviation/ Term A-6 Explanation QCIF Quarter CIF. A video format with image size of 176x144 pixels that transmits 9.115 Mbps at 30 frames per second (a quarter of the capacity of CIF). For more information, see CIF. QoS Quality of Service. QoS defines the performance of a network service, such as the average delay between packets. RS-232 A standard for serial interface connection. SIP Session Initiation Protocol.
