Version 8.4 | June 2014 | 3725-74600-020
Administrator Guide
Polycom
®
RealPresence
®
Collaboration Server
800s, Virtual Edition
2
Copyright
©
2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another
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Contents
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®
Collaboration Server, Virtual Edition Administrator’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®
Collaboration Server, Virtual Edition Administrator’s Guide System . . . . . . . . . . . . . . . . . . . . . 3
Network Services Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
IP Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Conferencing Modes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
AVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Continuous Presence (CP) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Video Protocol Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
AVC Basic Conferencing Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Supplemental Conferencing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
SVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
SVC Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
MCU Supported Resolutions for SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 14
Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
MCU Resource Capacities for Mixed CP and SVC Conferences . . . . . . . . . . . . . . . . . . . 17
Using Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Conferencing Parameters Defined in a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Conferencing Capabilities in the Various Conferencing Modes . . . . . . . . . . . . . . . . . . . . 20
Default Profile Settings in CP Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Default Profile Settings in SVC Only Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . 22
Default Profile Settings in a Mixed CP and SVC Conferencing Mode . . . . . . . . . . . . . . . 23
Viewing the List of Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Profiles Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Modifying an Existing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
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Deleting a Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Defining New Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Guidelines for Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . 28
Exporting Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Exporting All Conference Profiles from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Exporting Selected Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Defining AVC-Based Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Defining AVC CP Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Additional Information for Setting CP Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Gathering Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Gathering Phase Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Enabling the Gathering Phase Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Guidelines for using the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Selecting the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Site Names Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Shorten the Site Name Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Sending Text Messages During a Conference Using Message Overlay . . . . . . . . . . . . . 71
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Selecting the Chinese Font for Text Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Selecting the Chinese Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 74
Defining SVC Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Defining Mixed CP and SVC Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . . 87
Video Resolutions in AVC-based CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Video Display with CIF, SD and HD Video Connections . . . . . . . . . . . . . . . . . . . . . . 87
H.264 High Profile Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
CP Conferencing with H.263 4CIF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
H.263 4CIF Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
The CP Resolution Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
H.264 Base Profile and High Profile Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
Polycom, Inc. iii
Default Minimum Threshold Line Rates and Resource Usage Summary . . . . . . . . . . . . . 91
Resolution Configuration for CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Modifying the Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Resolution Configuration - Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Resolution Configuration - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Setting the Maximum CP Resolution for Conferencing . . . . . . . . . . . . . . . . . . . . . . . 96
Minimum Frame Rate Threshold for SD Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Additional Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Packet Loss Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Enabling Support of the w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Collaboration Server System Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Additional Intermediate Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Sharing Content During Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Guidelines for Controlling Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Supported Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Content Sharing Using H.239 Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Content Sharing Using BFCP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Guidelines for Using SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Guidelines for Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . 102
Content Media Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Content Transmission Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Content Video Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Highest Common . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Fixed Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Multiple Content Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Guidelines for Sharing Contents using Multiple Content Resolutions . . . . . . . . . . . 105
Content Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
MCU Usage Modes of Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.263 (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.263 & H.264 Auto Selection (AVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.264 Cascade and SVC Optimized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.264 HD (AVC CP default) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
Polycom, Inc. iv
H.264 Content Sharing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Guidelines for Sharing Content Using H.264 HD . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Content Sharing Related Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Sharing Content in Cascaded Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Sending Content to Legacy Endpoints (CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Guidelines for Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . 109
Content Display on Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Sending Content to Legacy Endpoints in Telepresence Mode . . . . . . . . . . . . . . . . . 110
Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Guidelines for Sharing Content in Exclusive Content Mode . . . . . . . . . . . . . . . . . . . 111
Forcing Other Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Managing Noisy Content Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Useful Procedures in Content Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Defining Content Sharing Parameters for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . 113
H.264 Cascade and SVC Optimized Content Sharing in AVC CP Conferences . . . . . . 115
Selecting a Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . 117
Sharing Content in Multiple Content Resolutions Mode . . . . . . . . . . . . . . . . . . . . . . . . . 118
Changing the Default Layout for Content Display on Legacy Endpoints . . . . . . . . . . . . 119
Giving and Cancelling Token Ownership (AVC Participants) . . . . . . . . . . . . . . . . . . . . . 120
Stopping a Content Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Content Sharing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Resolutions and Content Rate Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
H.263 Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
H.264 Resolution per Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
H.264 Highest Common Content Rates Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
H.264 Cascade and SVC Optimized (Fixed) Content Rates Table . . . . . . . . . . . . . 124
Legacy Content Endpoint Default Layouts Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 127
Media Encryption Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Mixing Encrypted and Non-encrypted Endpoints in one Conference . . . . . . . . . . . . . . . . . . 128
Direct Connection to the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Connection to the Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Moving from the Entry Queue to Conferences or Between Conferences . . . . . . . . . . . . 130
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Enabling Media Encryption for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Setting the Encryption Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Enabling Encryption in the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Enabling Encryption at the Participant Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Monitoring the Encryption Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
Polycom, Inc. v
Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 136
Collaboration Server Telepresence Mode Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
System Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Automatic Detection of Immersive Telepresence (ITP) Sites . . . . . . . . . . . . . . . . . . . . . 137
Horizontal Striping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Cropping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Gathering Phase with ITP Room Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Aspect ratio for standard endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Skins and Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
RPX and OTX Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Room Switch Telepresence Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Telepresence Display Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Guidelines for Managing the Room Switch Telepresence Layouts by the MCU . . . . . . . 142
Sending Content to Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . . . . . . . 143
Guidelines for Sending Content to Legacy Endpoints in Telepresence Conferences . . . 143
Content Display on Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . 143
Enabling Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Monitoring Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Monitoring Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Creating Multiple Cascade Links Between Telepresence Conferences . . . . . . . . . . . . . . . . 148
Guidelines for Creating Multiple Cascading Links between Conferences . . . . . . . . . . . . 148
Enabling and Using Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Creating a Link Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Link Participant in the Dial Out RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Participant Link in the Dial In RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Monitoring Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Video Preview (AVC Participants Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Video Preview Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Workstation Requirements to Display Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Testing your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Previewing the Participant Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Auto Scan and Customized Polling in Video Layout (CP Conferences Only) . . . . . . . . . . . . 159
Guidelines for Using Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . 160
Enabling the Auto Scan and Customized Polling (CP Only Conferences) . . . . . . . . . . . 160
Enabling the Auto Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
Polycom, Inc. vi
Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Packet Loss Compensation (LPR and DBA) AVC CP Conferences . . . . . . . . . . . . . . . . . . . 162
Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Causes of Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Effects of Packet Loss on Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Lost Packet Recovery Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Enabling Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Monitoring Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Network Quality Indication (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Indication Threshold Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Guidelines for Displaying the Network Quality icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Customizing Network Quality Icon Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Lecture Mode (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Enabling Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Selecting the Conference Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Enabling the Automatic Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Lecture Mode Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Restricting Content Broadcast to Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Muting Participants Except the Lecturer (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . 176
Guidelines for Muting all the Participants Except the Lecturer . . . . . . . . . . . . . . . . . 176
Enabling the Mute Participants Except Lecturer Option . . . . . . . . . . . . . . . . . . . . . . 177
Audio Algorithm Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Audio Algorithm Support Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
SIP Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Stereo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Monitoring Participant Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Enabling or Disabling the Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . 182
Enabling or Disabling the Automatic Muting of Noisy Endpoints at the MCU Level . 183
Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Enabling a Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Video Layout in Cascading conferences (CP and mixed CP and SVC) . . . . . . . . . . . . . 185
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Flags controlling Cascade Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
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Polycom, Inc. vii
Basic Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Basic Cascading using IP Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Dialing Directly to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Dialing to an Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Automatic Identification of the Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Meeting Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Meeting Room Toolbar & Right-Click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Creating a New Meeting Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 195
Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Defining a New Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Listing Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Modifying the EQ Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Setting a Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
IVR Provider Entry Queue (Shared Number Dialing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Guidelines for Setting the Entry Queue as IVR Provider . . . . . . . . . . . . . . . . . . . . . 201
Configuring the Collaboration Server as IVR Provider . . . . . . . . . . . . . . . . . . . . . . . 202
Configuring the MCU to Support External IVR Services via the MCCF-IVR . . . . . . 202
SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Creating SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers . . . . . . 205
Guidelines for registering Entry Queues and SIP Factories with SIP Servers . . . . . 205
Monitoring Registration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Ad Hoc Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Viewing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Displaying and Hiding the Group Members in the Navigation Pane . . . . . . . . . . . . . . . . 209
Participants List Pane Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Adding Participants from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . . 210
Adding Individual Participants from the Address Book to Conferences . . . . . . . . . . . . . 211
Adding a Group from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . 211
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Polycom, Inc. viii
Participant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Managing Groups in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Managing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Adding a Participant to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Adding a New participant to the Address Book Directly . . . . . . . . . . . . . . . . . . . . . . . . . 213
Substituting E.164 Number in Dial String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Adding a Participant from an Ongoing Conference to the Address Book . . . . . . . . . . . . 219
Modifying Participants in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Deleting Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Copying or Moving a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Searching the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Filtering the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Filtering Address Book Data Using a Predefined Pattern . . . . . . . . . . . . . . . . . . . . . 224
Filtering Address Book Data Using a Custom Pattern . . . . . . . . . . . . . . . . . . . . . . . 225
Clearing the Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Guidelines for Obtaining the Display Name from the Address Book . . . . . . . . . . . . 228
Enabling and Disabling the Obtain Display Name from Address Book Feature . . . . 228
Importing and Exporting Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Exporting an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Importing an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Integrating the Global Address Book (GAB) of Polycom RealPresence Resource Manager
or Polycom CMA with the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Guidelines for integrating with the Global Address Book of Polycom RealPresence
Resource Manager or Polycom CMA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Guidelines for Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Reservations Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Changing the Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Scheduling Conferences Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 240
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Polycom, Inc. ix
Creating a New Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Managing Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Viewing and Modifying Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
Using the Week and Day views of the Reservations Calendar . . . . . . . . . . . . . . . . 246
Adjusting the Start Times of all Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Deleting Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Searching for Reservations using Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Operator Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Operator Conference Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Defining the Components Enabling Operator Assistance . . . . . . . . . . . . . . . . . . . . . . . . 253
Defining a Conference IVR Service with Operator Assistance Options . . . . . . . . . . 253
Defining an Entry Queue IVR Service with Operator Assistance Options . . . . . . . . 256
Defining a Conference Profile for an Operator Conference . . . . . . . . . . . . . . . . . . . 257
Starting an Ongoing Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Saving an Operator Conference to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Starting an Operator Conference from a Template . . . . . . . . . . . . . . . . . . . . . . . . . 262
Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 263
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Moving Participants Between Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Moving Participants Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
Using Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Creating a New Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Creating a new Conference Template from Scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270
Saving an Ongoing or AVC-based CP Operator Conference as a Template . . . . . . . . . 277
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Starting an Operator Conference from a Template (AVC Conferencing) . . . . . . . . . 279
Scheduling a Reservation From a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Deleting a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Exporting and Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Exporting Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
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Exporting All Conference Templates from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . 283
Exporting Selected Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . . . . 289
Setting up the Calendaring Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Calendaring Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Creating and Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Creating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Collaboration Server Standalone Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Collaboration Server and Polycom RealPresence DMA System Deployment . . . . . 300
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Viewing the Properties of Ongoing CP and Mixed CP and SVC Conferences . . . . . . . . 302
Viewing the Properties of Ongoing SVC-based Conferences . . . . . . . . . . . . . . . . . . . . . 312
Monitoring of Operator Conferences and Participants Requiring Assistance
(CP and Mixed CP and SVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Request to Speak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Viewing the Properties of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Monitoring IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Monitoring SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Detecting Endpoint Disconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
H323 Endpoint Disconnection Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Monitoring Telepresence Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Creating Multiple Virtual Recording Rooms on the RSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Configuring the Collaboration Server to Enable Recording . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Defining the Recording Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
Enabling the Recording Features in a Conference IVR Service . . . . . . . . . . . . . . . . . . . 341
Enabling the Recording in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Recording Link Encryption Flag Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Recording Link Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
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Managing the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Recording Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Using the Collaboration Server Web Client to Manage the Recording Process . . . . . . . 346
Using DTMF Codes to Manage the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . 348
Users, Connections, and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Collaboration Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Administrator Read-only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Listing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Adding a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Deleting a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Changing a User’s Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Disabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Enabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Renaming a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Guidelines for defining a machine account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Viewing the Connections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Default IP Service (Conferencing Service - Media and signaling) . . . . . . . . . . . . . . . . . 359
Modifying the Management Network in the RealPresence Collaboration Server 800s . . 360
Modifying the Default IP Network Service in the RealPresence Collaboration
Server 800s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Viewing the Management Network in the RealPresence Collaboration Server
Virtual Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
IP Network Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383
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Using IPv6 Networking Addresses for Collaboration Server Internal and
External Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Collaboration Server Internal Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
External Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
IPv6 Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 388
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389
NAT (Network Address Translation) Traversal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Remote Connection Using the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Business to Business Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
FW (Firewall) NAT Keep Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
System Configuration in SBC environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . 392
SIP Proxy Failover With Polycom® Distributed Media Application™ (DMA™) 7000 . . . . . . 393
Polycom® RealPresence® Collaboration Server 800s and Polycom® RealPresence®
Collaboration Server Virtual Edition Network Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Signaling and Media Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Hardware Monitor Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Multiple Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Resource Allocation and Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 398
Connecting the Cables to the RealPresence Collaboration Server 800s . . . . . . . . . . . . 399
Collaboration Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
System Flags and License Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 399
IP Network Service Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 400
Setting a Network Service as Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Signaling Host IP Address and MCU Prefix in GK Indications . . . . . . . . . . . . . . . . . 405
Resolution Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Signaling Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Defining AVC Dial Out Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Port Gauge Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
IVR Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409
IVR Services Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410
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Adding Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
Uploading a Message File to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414
Change to Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Controlling the receipt of in-band and out-of-band DTMF Codes . . . . . . . . . . . . . . . 428
Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Defining a New Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 429
Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service . 434
Modifying the Conference or Entry Queue IVR Service Properties . . . . . . . . . . . . . . . . . . . . 436
Replacing the Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 436
Adding a Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Creating Audio Prompts and Video Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Recording an Audio Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Creating a Welcome Video Slide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
Inviting Participants using DTMF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Invite Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Entering Additional DTMF Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 443
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Enabling the Invite Participants using DTMF Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Disabling the Invite Participant Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
External IVR Service Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
IVR Services Support with TIP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Guidelines for TIP Support with IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Default IVR Prompts and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 449
Volume Control of IVR Messages, Roll Call and Music . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
IVR Services in TIP-Enabled Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
IVR Services in TIP-Enabled Conferences Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Entry Queue and Virtual Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Configuring the Conference and Entry Queue IVR Services . . . . . . . . . . . . . . . . . . 454
Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
The CDR File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
CDR File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Multi-Part CDR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Enabling the Multi-Part CDR Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
CDR File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Viewing, Retrieving and Archiving Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . 458
Viewing the Conference Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
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Multi-part CDR File display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Refreshing the CDR List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Retrieving and Archiving Conference CDR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Installing the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Accessing or downloading the RMX Manager Installer . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Accessing the RMX Manager Application Installer Directly from the MCU . . . . . . . . 462
Downloading the Installation files from Polycom Support Site . . . . . . . . . . . . . . . . . 463
Accessing the RMX Manager Installer from the Login screen . . . . . . . . . . . . . . . . . 464
Installing the RMX Manager on Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Installing the RMX Manager for Multi-User Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Starting the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468
Connecting to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 470
RMX Manager Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472
MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472
Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Collaboration Server Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
List Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 475
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 476
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Adding MCUs to the MCUs List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 477
Starting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
Starting a Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Starting a Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 480
Starting an Ongoing Conference or Reservation From a Template . . . . . . . . . . . . . . . . 481
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482
Grouping the Participants by MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 483
Start Monitoring/Stop Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484
Modifying the MCU Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 486
Disconnecting an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Removing an MCU from the MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 487
Changing the RMX Manager Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Import/Export RMX Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 488
Administration and Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
System and Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
System Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 491
Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
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RMX Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Altering the clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 496
MCU Capacities in CP Only Conferencing and SVC Only Conferencing . . . . . . . . . 496
MCU Capacities in Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . 497
AVC Conferencing - Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 497
Forcing Video Resource Allocation to CIF Resolution . . . . . . . . . . . . . . . . . . . . . . . 497
Resource Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 498
Displaying the Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Resource Capacities in AVC CP, SVC and Mixed Mode Conferences . . . . . . . . . . . . . 501
MCU Resource Management by RealPresence Resource Manager, Polycom CMA
and Polycom RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Port Usage Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Setting the Port Usage Threshold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
SIP Dial-in Busy Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Port Usage Gauge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
SNMP (Simple Network Management Protocol) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
MIBs (Management Information Base) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
Traps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
MIB Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Private MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Support for MIB-II Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
The Alarm-MIB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
H.341-MIB (H.341 – H.323) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506
Standard MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507
Unified MIB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507
Traps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Status Trap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
RMX MIB entities that do not generate traps. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Defining the SNMP Parameters in the Collaboration Server . . . . . . . . . . . . . . . . . . . . . 512
Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 520
Audible Alarm Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Stop Repeating Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Configuring the Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
User Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
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Replacing the Audible Alarm File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 522
Multilingual Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
Customizing the Multilingual Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
Banner Display and Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Non-Modifiable Banner Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Sample 1 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Sample 2 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Sample 3 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Sample 4 Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 526
Customizing Banners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 527
Banner Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
Login Screen Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
Main Screen Banner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 528
Software Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Backup and Restore Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
Using Software Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 530
Ping the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Using Ping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Notification Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 532
Logger Diagnostic Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 534
Information Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Standard Security Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 536
Using the Information Collector . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537
Step 1: Creating the Information Collector Compressed File . . . . . . . . . . . . . . . . . . 537
Step 2: Saving the Compressed File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Step 3: Viewing the Compressed File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Auditor Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Retrieving Auditor Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Auditor File Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Audit Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Alerts and Faults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
ActiveX Bypass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
Installing ActiveX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
Resetting the Collaboration Server 800s . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
Resetting the RealPresence Collaboration Server Virtual Edition . . . . . . . . . . . . . . . . . . . . . 548
Upgrading and Downgrading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
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Upgrading or Downgrading the Polycom® RealPresence® Collaboration
Server 800s and Polycom® RealPresence® Collaboration Server Virtual Edition . . . . . 572
System Configuration Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
Modifying System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578
Manually Adding and Deleting System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590
Manually Adding Flags to the CS_MODULE_PARAMETERS Tab . . . . . . . . . . . . . 612
Deleting a Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
Auto Layout Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
Customizing the Default Auto Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values . . . . . . . . . . . . . . . . . . . . . 616
CS_ENABLE_EPC Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Automatic Password Generation Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
Enabling the Automatic Generation of Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . 617
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619
Hardware Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620
Viewing the Status of the Hardware Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620
Hardware Monitor Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Viewing the Properties of Polycom® RealPresence® Collaboration Server 800s and
Polycom® RealPresence® Collaboration Server Virtual Edition Hardware Components . . . 621
FAN Properties: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Appendix A - Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
IP Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Appendix B - Active Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Appendix C - CDR Fields, Unformatted File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
The Conference Summary Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Event Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Standard Event Record Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Event Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Event Specific Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Disconnection Cause Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
MGC Manager Events that are not Supported by the Collaboration Server . . . . . . . . . . . . . 682
Appendix D - Ad Hoc Conferencing and External Database Authentication . 684
Ad Hoc Conferencing without Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684
RealPresence Collaboration Server 800s, Virtual Edition - Version 8.4
Polycom, Inc. xviii
Ad Hoc Conferencing with Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
Entry Queue Level - Conference Initiation Validation with an External Database
Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
Conference Access with External Database Authentication . . . . . . . . . . . . . . . . . . . . . . . . . 687
Conference Access Validation - All Participants (Always) . . . . . . . . . . . . . . . . . . . . . . . 688
Conference Access Validation - Chairperson Only (Upon Request) . . . . . . . . . . . . . . . . 689
System Settings for Ad Hoc Conferencing and External Database Authentication . . . . . . . . 690
Ad Hoc Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 690
Authentication Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 690
MCU Configuration to Communicate with an External Database Application . . . . . 691
Enabling External Database Validation for Starting New Ongoing Conferences . . . 692
Enabling External Database Validation for Conferences Access . . . . . . . . . . . . . . . 693
Appendix E - Participant Properties Advanced Channel Information . . . . . . . 695
Appendix G - Configuring Direct Connections to the Collaboration Server . . 697
Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
Configuring the Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
Connecting to the Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 701
Connecting to the Collaboration Server via Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
Procedure 1: Install the RMX Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
Procedure 2: Configure the Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 702
Procedure 3: Create a Dial-up Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703
Procedure 4: Connect to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 707
Appendix H - Integration Into Microsoft Environments . . . . . . . . . . . . . . . . . . 709
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709
Conferencing Entities Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Multiple Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Interactive Connectivity Establishment (ICE) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
ICE Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710
Connecting to the Collaboration Server in ICE Environment . . . . . . . . . . . . . . . . . . 711
Dialing Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 711
Integrating the Collaboration Server into the Microsoft Office Communications
Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713
Setting the Matched URI Dialing Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713
Configuring the Office Communications Server for Collaboration Server Systems . 714
Setting the Trusted Host for Collaboration Server in the Office Communications
Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714
Setting the Static Route for Collaboration Server in the OCS . . . . . . . . . . . . . . . . . 716
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