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RealPresence Collaboration Server (RMX)1800

Poly RealPresence Collaboration Server (RMX)1800, RealPresence Collaboration Server, Virtual Edition, RealPresence Desktop, RMX 2000, RMX 4000, SoundPoint IP Color Attendant Console Administrator Guide

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Version 8.6 | January 2017 | 3725-74301-000E1
Administrator Guide
RealPresence
®
Collaboration
Server (RMX)
1800/2000/4000
2
Copyright
©
2017, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another
language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the
express written permission of Polycom, Inc.
6001 America Center Drive
San Jose, CA 95002
USA
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and/or
its
affiliates.
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Polycom, Inc. i
Contents
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About RealPresence Collaboration Server (RMX) Administrator Guide . . . . . . . . . . . . . . . . . . 1
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the RealPresence Collaboration Server System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Network Services Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
IP Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
ISDN Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Card Configuration Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Viewing the Card Configuration Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
RealPresence Collaboration Server Supported Features . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Software Prerequisites and Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Conferencing Modes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
AVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Continuous Presence (CP) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Video Protocol Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Video Switching (VSW) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Video Switching (VSW) Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
AVC Basic Conferencing Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Supplemental Conferencing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
SVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
SVC Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
MCU Supported Resolutions for SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 19
Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
MCU Resource Capacities for Mixed CP and SVC Conferences . . . . . . . . . . . . . . . . . . . 22
Using Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Conferencing Parameters Defined in a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Conferencing Capabilities in the Various Conferencing Modes . . . . . . . . . . . . . . . . . . . . 24
Default Profile Settings in CP Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Contents
Polycom, Inc. ii
Default Profile Settings in SVC Only Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . 27
Default Profile Settings in a Mixed CP and SVC Conferencing Mode . . . . . . . . . . . . . . . 28
Viewing the List of Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Profiles Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Modifying an Existing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Deleting a Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Defining New Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Guidelines for Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . 34
Exporting Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Exporting All Conference Profiles from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Exporting Selected Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Defining AVC-Based Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Defining AVC CP Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Additional Information for Setting CP Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Gathering Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Gathering Phase Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Enabling the Gathering Phase Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Guidelines for using the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Selecting the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Site Names Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Shorten the Site Name Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Site Names Display Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Sending Text Messages During a Conference Using Message Overlay . . . . . . . . . . . . . 84
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Sending Messages to All Conference Participants using Message Overlay . . . . . . . 85
Sending Messages to Selected Participants Using Message Overlay . . . . . . . . . . . . 86
Selecting the Chinese Font for Text Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Selecting the Chinese Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Defining an AVC Video Switching Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
H.264 High Profile Support in Video Switching Conferences . . . . . . . . . . . . . . . . . . . 91
Minimum Threshold Line Rate System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 93
Defining SVC Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Contents
Polycom, Inc. iii
Defining Mixed CP and SVC Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . 107
Video Resolutions in AVC CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Video Display with CIF, SD and HD Video Connections . . . . . . . . . . . . . . . . . . . . . . . . . 108
H.264 High Profile Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
H.264 High Profile Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
HD1080p60 Resolution Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
CP Conferencing with H.263 4CIF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
H.263 4CIF Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
The CP Resolution Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Video Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Default Minimum Threshold Line Rates and Resource Usage Summary . . . . . . . . . . . . . . . 112
Resolution Configuration for CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Modifying the Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Resolution Configuration - Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Maximum CP Resolution Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Resolution Configuration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Resolution Configuration - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Sharpness and Motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Resolution Configuration Sliders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Setting the Maximum CP Resolution for Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 120
Minimum Frame Rate Threshold for SD Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Additional Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Packet Loss Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Enabling Support of the w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Collaboration Server System Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Additional Intermediate Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Sharing Content During Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Guidelines for Controlling Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Supported Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Content Sharing Using H.239 Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Content Sharing Using BFCP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Contents
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Guidelines for Using SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Guidelines for Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . 126
Content Media Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Content Transmission Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Content Video Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Highest Common . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Fixed Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Multiple Content Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Guidelines for Sharing Contents using Multiple Content Resolutions . . . . . . . . . . . 130
Content Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Customized Content Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
MCU Usage Modes of Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
H.263 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
H.263 & H.264 Auto Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
H.264 Cascade Optimized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
H.264 HD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
H.264 Content Sharing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Guidelines for Sharing Content Using H.264 HD . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Content Sharing Related Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Sharing Content in Cascaded Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Guidelines for Content Snatching in Cascaded Conferences . . . . . . . . . . . . . . . . . . 134
Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Guidelines for Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . 135
Content Display on Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Sending Content to Legacy Endpoints in Telepresence Mode . . . . . . . . . . . . . . . . . 136
Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Guidelines for Sharing Content in Exclusive Content Mode . . . . . . . . . . . . . . . . . . . 137
Forcing Other Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Managing Noisy Content Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Useful Procedures in Content Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Defining Content Sharing Parameters for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . 139
H.264 Cascade Optimized Content Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Selecting a Customized Content Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Sharing Content in Multiple Content Resolutions Mode . . . . . . . . . . . . . . . . . . . . . . . . . 143
Giving and Canceling Token Ownership (AVC Participants) . . . . . . . . . . . . . . . . . . . . . 144
Stopping a Content Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Content Sharing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Resolutions and Content Rate Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
H.263 Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Contents
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H.264 Resolution per Content Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
H.264 Highest Common Content Rates Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
H.264 Cascade Optimized (Fixed) Content Rates Tables . . . . . . . . . . . . . . . . . . . . 150
Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 152
Media Encryption Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Mixing Encrypted and Non-encrypted Endpoints in one Conference . . . . . . . . . . . . . . . . . . 153
Direct Connection to the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Connection to the Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Moving from the Entry Queue to Conferences or Between Conferences . . . . . . . . . . . . 156
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Enabling Media Encryption for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Setting the Encryption Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Enabling Encryption in the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Enabling Encryption at the Participant Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Monitoring the Encryption Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 161
Collaboration Server Telepresence Mode Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
System Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Automatic Detection of Immersive Telepresence (ITP) Sites . . . . . . . . . . . . . . . . . . . . . 162
Horizontal Striping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Cropping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Gathering Phase with ITP Room Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Aspect ratio for standard endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Skins and Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
RPX and OTX Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Room Switch Telepresence Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Telepresence Display Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Guidelines for Managing the Room Switch Telepresence Layouts by the MCU . . . . . . . 168
Speaker Priority in CP Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Reserved Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Grid Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Video Layout Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Selecting Speaker Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Sending Content to Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . . . . . . . 172
Guidelines for Sending Content to Legacy Endpoints in Telepresence Conferences . . . 173
Content Display on Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . 173
Enabling Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
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Monitoring Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Monitoring Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Creating Multiple Cascade Links Between Telepresence Conferences . . . . . . . . . . . . . . . . 178
Guidelines for Creating Multiple Cascading Links between Conferences . . . . . . . . . . . . 178
Enabling and Using Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Creating a Link Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Link Participant in the Dial Out RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Participant Link in the Dial In RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Monitoring Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Video Preview Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Workstation Requirements to Display Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Testing your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Previewing the Participant Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Auto Scan and Customized Polling in Video Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Guidelines for Using Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . 190
Enabling the Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Enabling the Auto Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Packet Loss Compensation - LPR and DBA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Causes of Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Effects of Packet Loss on Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Lost Packet Recovery Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Enabling Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Monitoring Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Layout Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Network Quality Indication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Indication Threshold Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Displaying the Network Quality icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Customizing the Network Quality Icon Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Recording Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Audio and Video Participants Indication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Setting Layout Indication via User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
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Layout Indications Icon Display Positions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Layout Indications Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
1x1 Layout Scenario Adaptation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Enabling Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Selecting the Conference Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Enabling the Automatic Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Lecture Mode Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Restricting Content Broadcast to Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Muting Participants Except the Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Guidelines for Muting all the Participants Except the Lecturer . . . . . . . . . . . . . . . . . 211
Enabling the Mute Participants Except Lecturer Option . . . . . . . . . . . . . . . . . . . . . . 212
Audio Algorithm Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Audio Algorithm Support Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
SIP Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Stereo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Audio algorithms supported for ISDN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Monitoring Participant Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Guidelines for Automatically Muting Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Automatic Muting of Noisy Endpoints at the Conference Level . . . . . . . . . . . . . . . . 220
Automatic Muting of Noisy Endpoints at the MCU Level . . . . . . . . . . . . . . . . . . . . . 221
Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Enabling a Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Closed Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Closed Captions Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Enabling Closed Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Defining Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Cascading Link Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Setting the Video Layout in Cascading conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Guidelines for Setting the Video Layout in Cascading Conferences . . . . . . . . . . . . 227
Flags Controlling Cascading Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Play Tone Upon Cascading Link Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Possible Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Basic Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
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Basic Cascading Using IP Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Dialing Directly to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Dialing to an Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Automatic Identification of the Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Basic Cascading Using ISDN Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Network Topologies Enabling Content Sharing Over ISDN Cascaded Links . . . . . . 231
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Gateway to Gateway Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . 232
Gateway to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
MCU to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
RealPresence Collaboration Server Configuration Enabling ISDN Cascading Links 234
Suppression of DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Star Cascading Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Master-Slave Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Creating a Cascade Enabled Dial-out/Dial-in Participant Link . . . . . . . . . . . . . . . . . 241
Cascading via Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Enabling Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Creating the Cascade-enabled Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Creating the Dial-out Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Enabling Cascaded Conferences without Password . . . . . . . . . . . . . . . . . . . . . . . . 250
Monitoring Star Cascaded Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Creating the Dial-out Link from a Conference Running on the MGC to the Conference
Running on the RealPresence Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Cascading Conferences - H.239-enabled MIH Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
MIH Cascading Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
MIH Cascading Guidelines in CP Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
MGC to RealPresence Collaboration Server Cascading . . . . . . . . . . . . . . . . . . . . . 257
Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Meeting Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Meeting Room Toolbar & Right-click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Creating a New Meeting Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273
Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 274
Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
Defining a New Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275
Listing Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Modifying the EQ Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
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Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Setting a Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
IVR Provider Entry Queue (Shared Number Dialing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Guidelines for setting the Entry Queue as IVR Provider . . . . . . . . . . . . . . . . . . . . . . 281
Configuring the Collaboration Server as IVR Provider . . . . . . . . . . . . . . . . . . . . . . . 281
Using External IVR Services via the MCCF-IVR Package . . . . . . . . . . . . . . . . . . . . . . . 282
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Guidelines for Using External IVR Services via the MCCF-IVR Package . . . . . . . . 284
Configuring the MCU to Support External IVR Services via the MCCF-IVR . . . . . . 285
Configuring the Entry Queue to Use External IVR Services . . . . . . . . . . . . . . . . . . . 285
SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Creating SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers . . . . . . 288
Guidelines for registering Entry Queues and SIP Factories with SIP Servers . . . . . 288
Monitoring Registration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Ad Hoc Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Gateway to Polycom® Distributed Media Application™ (DMA™) 7000 . . . . . . . . . . . . . 290
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Viewing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
Displaying and Hiding the Group Members in the Navigation Pane . . . . . . . . . . . . . . . . 293
Participants List Pane Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Adding Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Adding Individual Participants from the Address Book to Conferences . . . . . . . . . . . . . 294
Adding a Group from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . 295
Participant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Managing Groups in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Managing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Adding a Participant to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
Adding a New participant to the Address Book Directly . . . . . . . . . . . . . . . . . . . . . . . . . 297
Substituting E.164 Number in Dial String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Adding a Participant from an Ongoing Conference to the Address Book . . . . . . . . . . . . 303
Modifying Participants in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Deleting Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Copying or Moving a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Searching the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Filtering the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
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Filtering Address Book Data Using a Predefined Pattern . . . . . . . . . . . . . . . . . . . . . 308
Filtering Address Book Data Using a Custom Pattern . . . . . . . . . . . . . . . . . . . . . . . 309
Clearing the Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 312
Guidelines for Obtaining the Display Name from the Address Book . . . . . . . . . . . . 312
Enabling and Disabling the Obtain Display Name from Address Book Feature . . . . 312
Importing and Exporting Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Exporting an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Importing an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Upgrading and Downgrading Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Integrating the Global Address Book (GAB) with the Collaboration Server . . . . . . . . . . . . . . 314
Integration with Resource Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Reservations Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Changing the Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Scheduling Conferences Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Creating a New Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Managing Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Viewing and Modifying Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Using the Week and Day views of the Reservations Calendar . . . . . . . . . . . . . . . . 329
Adjusting the Start Times of all Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Deleting Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Searching for Reservations using Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Operator Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Operator Conference Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Defining the Components Enabling Operator Assistance . . . . . . . . . . . . . . . . . . . . . . . . 336
To define a Conference IVR Service with Operator Assistance Options . . . . . . . . . 337
To define an Entry Queue IVR Service with Operator Assistance Options . . . . . . . 339
To define a Conference Profile for an Operator Conference . . . . . . . . . . . . . . . . . . 340
Starting an Ongoing Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
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Saving an Operator Conference to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Starting an Operator Conference from a Template . . . . . . . . . . . . . . . . . . . . . . . . . 346
Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 347
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Using Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Creating a New Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Creating a new Conference Template from Scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Saving an Ongoing or AVC-CP Operator Conference as a Template . . . . . . . . . . . . . . 358
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Starting an Operator Conference from a Template (AVC Conferencing) . . . . . . . . . 360
Scheduling a Reservation From a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . 361
Deleting a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Exporting and Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Exporting Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Exporting All Conference Templates from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . 364
Exporting Selected Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Start a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Start an AVC CP Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . 370
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
Participants Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375
Information Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Media Sources Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Starting a Mixed CP and SVC or SVC Only Conference from the Conferences Pane . . 379
Starting a New SVC Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Scheduling an AVC-based Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Starting a Meeting from Microsoft Outlook Using Polycom Add-in . . . . . . . . . . . . . . . . . 382
Conference and Participant Level Operations . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Conference Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Copy Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
Paste Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
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Paste Conference As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Participant Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Operational Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Copy, Cut and Paste Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Copy Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Cut Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Paste Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 387
Paste Participant As . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Moving Participants Between Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Move Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
Moving Participants Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Moving a Participant Interactively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Personal Conference Manager (PCM) (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . 391
PCM Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Modifying the PCM_FECC System Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
PCM Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Initiating PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Remote Control Device Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Menu Navigation - Arrow and Zoom Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
DTMF Codes - Numeric Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
PCM Main Menu - Level 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Click & View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Invite Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Participants Mute/Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Far End Camera Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Video Forcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
PCM Main Menu - Level 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Drop Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 402
Terminating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 403
Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . . . . 404
Setting up the Calendaring Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Calendaring Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
Creating and Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Creating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 413
Collaboration Server Standalone Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
Collaboration Server and Polycom RealPresence DMA System Deployment . . . . . 414
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
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Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Multi-Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Using the Chairperson Password for Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 417
Monitoring the Conference in the Conference List Pane . . . . . . . . . . . . . . . . . . . . . . . . 418
Viewing the Properties of CP and Mixed CP and SVC Conferences . . . . . . . . . . . . . . . 420
Viewing the Properties of Ongoing SVC Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . 432
Monitoring of Operator Conferences and Participants Requiring Assistance . . . . . . . . . 437
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Request to Speak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Participant Connection Monitoring (AVC and SVC-based Connections) . . . . . . . . . . . . 441
Viewing the Properties of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 445
Monitoring IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Monitoring SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Detecting Endpoint Disconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Monitoring ISDN/PSTN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Monitoring Telepresence Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Recording and Streaming Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 467
Creating Multiple Virtual Recording Rooms on the Polycom® RealPresence® Media Suite 468
Configuring the Collaboration Server to Enable Recording . . . . . . . . . . . . . . . . . . . . . . . . . . 468
Defining the Dial Out Recording Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 469
Enabling the Recording Features in a Conference IVR Service . . . . . . . . . . . . . . . . . . . 470
Enabling the Recording in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471
Dial Out Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Dial Out Recording Link Encryption Flag Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Dial Out Recording Link Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Managing the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Recording Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Using the Collaboration Server Web Client to Manage the Recording Process . . . . . . . 476
Using DTMF Codes to Manage the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . 478
Conference Recording with Codian IP VCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 478
Users Connections and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Collaboration Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
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Administrator Read-only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Listing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Adding a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481
Deleting a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Changing a User’s Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Disabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Enabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Renaming a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Guidelines for defining a machine account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Viewing the Connections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Collaboration Server IP Network Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
Default IP Service (Conferencing Service) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
Using IPv6 Networking Addresses for Collaboration Server Internal and External Entities . .
490
IPv6 Addressing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Modifying the Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Modifying the Default IP Network Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 515
IP Network Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Media Redundancy - Collaboration Server (RMX) 2000/4000 . . . . . . . . . . . . . . . . . . . . 525
Media and Signaling Redundancy - Collaboration Server (RMX) 1800 . . . . . . . . . . . . . 525
Signaling and Management Redundancy - Collaboration Server (RMX) 4000 . . . . . . . . 527
Management Redundancy - Collaboration Server (RMX) 1800 . . . . . . . . . . . . . . . . . . . 527
Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
RealPresence Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
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RealPresence Collaboration Server (RMX) 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
On all systems: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Hardware Monitor Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Network Traffic Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
SIP Proxy Failover With Polycom® Distributed Media Application™ (DMA™) 7000 . . . . . . 530
RealPresence Collaboration Server (RMX) Network Port Usage . . . . . . . . . . . . . . . . . . . . . 531
Defining ISDN/PSTN Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534
ISDN/PSTN Network Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534
Adding/Modifying ISDN/PSTN Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Obtaining ISDN/PSTN required information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Modifying an ISDN/PSTN Network Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Collaboration Server (RMX) 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Multiple Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
Resource Allocation and Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Upgrading to Multiple Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Gather Network Equipment and Address Information - IP Network Services Required Infor-
mation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
RealPresence Collaboration Server (RMX) Hardware Installation . . . . . . . . . . . . . . . . . 550
Collaboration Server (RMX) 4000 Multiple Services Configuration . . . . . . . . . . . . . 550
RealPresence Collaboration Server (RMX) 2000 Multiple Services Configuration . 551
Collaboration Server (RMX) 1800 Multiple Services Configuration . . . . . . . . . . . . . 553
Collaboration Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
System Flags and License Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
IP Network Service Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
Setting a Network Service as Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 562
Signaling Host IP Address and MCU Prefix in GK Indications . . . . . . . . . . . . . . . . . 563
Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
Gateway Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563
Hardware Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565
Signaling Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Defining Dial Out Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Reserving Video Resources for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
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Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568
Port Usage Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 568
NAT (Network Address Translation) Traversal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 569
Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
Remote Connection Using the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 570
Business to Business Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
FW (Firewall) NAT Keep Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 571
System Configuration in SBC environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
SIP TCP Keep-Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
IVR Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
IVR Services Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574
Adding Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 575
Uploading a Message File to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 576
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 579
Change to Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
Controlling the receipt of in-band and out-of-band DTMF Codes . . . . . . . . . . . . . . . 597
Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Defining a New Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service . 603
Modifying the Conference or Entry Queue IVR Service Properties . . . . . . . . . . . . . . . . . . . . 605
Replacing the Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
Adding a Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
Creating Audio Prompts and Video Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Recording an Audio Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Defining the format settings for audio messages . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Recording a new audio message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 609
Creating a Welcome Video Slide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611
Inviting Participants using DTMF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Invite Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Entering Additional DTMF Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
Enabling the Invite Participants using DTMF Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
Disabling the Invite Participant Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
External IVR Service Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
IVR Services Support with TIP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
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Guidelines for TIP Support with IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
Default IVR Prompts and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Volume Control of IVR Messages, Roll Call and Music . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
IVR Services in TIP-Enabled Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
IVR Services in TIP-Enabled Conferences Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Entry Queue and Virtual Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Configuring the Conference and Entry Queue IVR Services . . . . . . . . . . . . . . . . . . 623
Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
The CDR File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
CDR File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Multi-Part CDR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Enabling the Multi-Part CDR Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
CDR File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Viewing, Retrieving and Archiving Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . 627
Viewing the Conference Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
Multi-part CDR File display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 628
Refreshing the CDR List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Retrieving and Archiving Conference CDR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Gateway Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Direct Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Gateway IVR Dialing For IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
Direct Dialing Using IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Calling a SIP Endpoint in a Remote Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 638
Dialing via Gateway IVR for ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . 638
Direct Dial-in to Endpoints or DMA VMR using Automatically Generated Destination
Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Configuring the Gateway Components on the Collaboration Server . . . . . . . . . . . . . . . . . . . 641
Defining the IVR Service for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641
Defining the Conference Profile for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
Defining the Gateway Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645
System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Displaying the Connection Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Enabling PSTN dial-in using GK prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Gateway Calls Redialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Gateway Redial Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Contents
Polycom, Inc. xviii
Redial on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Disconnect on Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Disconnect on No Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Disconnect on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Monitoring Ongoing Gateway Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Connection Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Gateway Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Connected Participant Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650
Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room . . . . . . . . . . . 651
Dialing to Polycom® RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Calling a RealPresence DMA Direct with Automatically Generated Destination
Dial Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Calling the RealPresence DMA via Gateway IVR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Manual Dial String Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Automatic Dial String Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 655
PSTN Dial-in Using GK Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 656
Deploying a Polycom RMXâ„¢ Serial Gateway S4GW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Installing the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 659
Accessing or Downloading the RMX Manager Installer . . . . . . . . . . . . . . . . . . . . . . . . . 659
Accessing the RMX Manager Application Installer Directly from the MCU . . . . . . . . 659
Downloading the Installation files from Polycom Support Site . . . . . . . . . . . . . . . . . 660
Accessing the RMX Manager Installer from the Login screen . . . . . . . . . . . . . . . . . 661
Installing the RMX Manager on Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Installing the RMX Manager for Multi-User Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
Starting the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
Connecting to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 667
RMX Manager Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668
MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 668
Use Other RMX Manager UI Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670
Adding MCUs to the MCUs List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670
Grouping the Participants by MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672
Start Monitoring/Stop Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672
Modifying the MCU Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Disconnecting an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Removing an MCU from the MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
Changing the RMX Manager Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674
Import/Export RMX Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
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