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RealPresence Collaboration Server (RMX)1800

Poly RealPresence Collaboration Server (RMX)1800, RealPresence Desktop Administrator Guide

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Version 8.4 | July 2014 | DOC2763A
Administrator Guide
Polycom
®
RealPresence
®
Collaboration Server
(RMX) 1500/1800/2000/4000
2
Copyright
©
2014, 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
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Contents
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About the RealPresence Collaboration Server (RMX) Administrator’s Guide . . . . . . . . . . . . . . 1
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the RealPresence Collaboration Server (RMX) Administrator’s Guide System . . . . . . . 3
Network Services Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
IP Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
ISDN Networks (Collaboration Server 1500/2000/4000) . . . . . . . . . . . . . . . . . . . . . . . 7
Card Configuration Modes (Collaboration Server (RMX) 1500/2000/4000 Only) . . . . . . . . 7
Viewing the Card Configuration Mode (RMX 1500, 2000, and 4000 only) . . . . . . . . . . 7
Features Supported with MPMx/MPMRx Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Features Supported with MPMRx Cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Conferencing Modes Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
AVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Continuous Presence (CP) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Video Protocol Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Video Switching (VSW) Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Video Switching (VSW) Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
AVC Basic Conferencing Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Supplemental Conferencing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
SVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
SVC Conferencing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
MCU Supported Resolutions for SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 23
Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
MCU Resource Capacities for Mixed CP and SVC Conferences . . . . . . . . . . . . . . . . . . . 25
Using Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Conferencing Parameters Defined in a Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Conferencing Capabilities in the Various Conferencing Modes . . . . . . . . . . . . . . . . . . . . 28
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Default Profile Settings in CP Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Default Profile Settings in SVC Only Conferencing Mode . . . . . . . . . . . . . . . . . . . . . . . . . 31
Default Profile Settings in a Mixed CP and SVC Conferencing Mode . . . . . . . . . . . . . . . 32
Viewing the List of Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Profiles Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Modifying an Existing Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Deleting a Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Defining New Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Guidelines for Exporting and Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . 38
Exporting Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Exporting All Conference Profiles from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Exporting Selected Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Importing Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Defining AVC-Based Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Defining AVC CP Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Additional Information for Setting CP Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Gathering Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Gathering Phase Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Enabling the Gathering Phase Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Guidelines for using the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Selecting the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Site Names Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Shorten the Site Name Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Site Names Display Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Sending Text Messages During a Conference Using Message Overlay . . . . . . . . . . . . . 85
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
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
Defining Mixed CP and SVC Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
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Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . 106
Video Resolutions in AVC-based CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Video Display with CIF, SD and HD Video Connections . . . . . . . . . . . . . . . . . . . . . . . . . 106
H.264 High Profile Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.264 High Profile Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
HD1080p60 Resolution Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
CP Conferencing with H.263 4CIF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
H.263 4CIF Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
The CP Resolution Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Video Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
H.264 Base Profile Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
H.264 High Profile Decision Matrices (MPMx/MPMRx) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
H.264 Base Profile and High Profile Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
H.264 Base Profile and High Profile Comparison - Sharpness . . . . . . . . . . . . . . . . . . . . 117
H.264 Base Profile and High Profile Comparison - Motion . . . . . . . . . . . . . . . . . . . . . . . 124
Default Minimum Threshold Line Rates and Resource Usage Summary . . . . . . . . . . . . . . . 127
Resolution Configuration for CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Accessing the Resolution Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
The Resolution Configuration Dialog Box in MPMx/MPMRx Card Configuration Modes . . . 129
Resolution Configuration - Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Maximum CP Resolution Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Resolution Configuration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Resolution Configuration - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Sharpness and Motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Resolution Configuration Sliders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Modifying the Resolution Configuration in MPMx Card Configuration Mode . . . . . . . . . 136
Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Setting the Maximum CP Resolution for Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 137
Minimum Frame Rate Threshold for SD Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Limiting The Maximum Negotiated Bit Rate for SD and Lower Resolutions . . . . . . . . . . 138
Additional Video Resolutions in MPMx Card Configuration Mode . . . . . . . . . . . . . . . . . . . . . 138
w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Packet Loss Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Enabling Support of the w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Collaboration Server System Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Additional Intermediate Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
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Sharing Content During Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Guidelines for Controlling Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Supported Content Control Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Content Sharing Using H.239 Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Content Sharing Using BFCP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Guidelines for Using SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Guidelines for Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . 144
Content Media Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Content Transmission Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Content Video Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Highest Common . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Fixed Rate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Multiple Content Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Guidelines for Sharing Contents using Multiple Content Resolutions . . . . . . . . . . . 148
Content Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
MCU Usage Modes of Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
H.263 (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
H.263 & H.264 Auto Selection (AVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
H.264 Cascade and SVC Optimized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
H.264 HD (AVC CP default) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
H.264 Content Sharing Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Guidelines for Sharing Content Using H.264 HD . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Content Sharing Related Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Sharing Content in Cascaded Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Guidelines for Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . 153
Content Display on Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Sending Content to Legacy Endpoints in Telepresence Mode . . . . . . . . . . . . . . . . . 153
Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Guidelines for Sharing Content in Exclusive Content Mode . . . . . . . . . . . . . . . . . . . 154
Forcing Other Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Managing Noisy Content Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Useful Procedures in Content Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Defining Content Sharing Parameters for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . 156
H.264 Cascade and SVC Optimized Content Sharing in AVC CP Conferences . . . . . . 158
Selecting a Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . 160
Sharing Content in Multiple Content Resolutions Mode . . . . . . . . . . . . . . . . . . . . . . . . . 161
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Giving and Cancelling Token Ownership (AVC Participants) . . . . . . . . . . . . . . . . . . . . . 162
Stopping a Content Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Content Sharing Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Resolutions and Content Rate Reference Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
H.263 Content Rate Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
H.264 Resolution per Content Rate Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
H.264 Highest Common Content Rates Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
H.264 Cascade and SVC Optimized (Fixed) Content Rates Tables . . . . . . . . . . . . 168
Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 170
Media Encryption Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Mixing Encrypted and Non-encrypted Endpoints in one Conference . . . . . . . . . . . . . . . . . . 171
Direct Connection to the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Connection to the Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Moving from the Entry Queue to Conferences or Between Conferences . . . . . . . . . . . . 174
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Enabling Media Encryption for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Setting the Encryption Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Enabling Encryption in the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Enabling Encryption at the Participant Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Monitoring the Encryption Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 179
Collaboration Server Telepresence Mode Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
System Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Automatic Detection of Immersive Telepresence (ITP) Sites . . . . . . . . . . . . . . . . . . . . . 180
Horizontal Striping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Cropping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Gathering Phase with ITP Room Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Aspect ratio for standard endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Skins and Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
RPX and OTX Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Room Switch Telepresence Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Telepresence Display Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Guidelines for Managing the Room Switch Telepresence Layouts by the MCU . . . . . . . 185
Sending Content to Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . . . . . . . 186
Guidelines for Sending Content to Legacy Endpoints in Telepresence Conferences . . . 186
Content Display on Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . 186
Enabling Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
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Monitoring Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Monitoring Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Creating Multiple Cascade Links Between Telepresence Conferences . . . . . . . . . . . . . . . . 191
Guidelines for Creating Multiple Cascading Links between Conferences . . . . . . . . . . . . 191
Enabling and Using Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Creating a Link Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Link Participant in the Dial Out RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Participant Link in the Dial In RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Monitoring Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Video Preview (AVC Participants Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Video Preview Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Workstation Requirements to Display Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Testing your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Previewing the Participant Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Auto Scan and Customized Polling in Video Layout (CP Conferences Only) . . . . . . . . . . . . 202
Guidelines for Using Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . 203
Enabling the Auto Scan and Customized Polling (CP Only Conferences) . . . . . . . . . . . 203
Enabling the Auto Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Packet Loss Compensation (LPR and DBA) AVC CP Conferences . . . . . . . . . . . . . . . . . . . 205
Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Causes of Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Effects of Packet Loss on Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Lost Packet Recovery Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Enabling Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Monitoring Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Layout Indications (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Network Quality Indication (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Indication Threshold Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Displaying the Network Quality icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Customizing the Network Quality Icon Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Recording Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Audio Participants Indication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Layout Indications Icon Display Positions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
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Lecture Mode (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Selecting the Conference Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling the Automatic Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Lecture Mode Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Restricting Content Broadcast to Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Muting Participants Except the Lecturer (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . 221
Guidelines for Muting all the Participants Except the Lecturer . . . . . . . . . . . . . . . . . 221
Enabling the Mute Participants Except Lecturer Option . . . . . . . . . . . . . . . . . . . . . . 222
Audio Algorithm Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Audio Algorithm Support Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
SIP Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Stereo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Audio algorithms supported for ISDN (1500/2000/4000) . . . . . . . . . . . . . . . . . . . . . . . . 225
Monitoring Participant Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Automatic Muting of Noisy Endpoints (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Guidelines for Automatically Muting Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Enabling or Disabling the Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . 229
Enabling or Disabling Automatic Muting of Noisy Endpoints in Conferences . . . . . . 229
Enabling or Disabling Automatic Muting of Noisy Endpoints - MCU Level . . . . . . . . 230
Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Enabling a Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Closed Captions (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Closed Captions Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Enabling Closed Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Defining Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Cascading Link Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Setting the Video Layout in Cascading conferences (CP and mixed CP and SVC) . . . . 235
Guidelines for Setting the Video Layout in Cascading Conferences . . . . . . . . . . . . 236
Flags Controlling Cascading Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Play Tone Upon Cascading Link Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Possible Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Basic Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Basic Cascading Using IP Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Dialing Directly to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Dialing to an Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
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Automatic Identification of the Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Basic Cascading Using ISDN Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Network Topologies Enabling Content Sharing Over ISDN Cascaded Links . . . . . . 240
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Gateway to Gateway Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . 241
Gateway to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
MCU to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Collaboration Server Configuration Enabling ISDN Cascading Links . . . . . . . . . . . . 243
Suppression of DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Star Cascading Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Master-Slave Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Creating a Cascade Enabled Dial-out/Dial-in Participant Link . . . . . . . . . . . . . . . . . 251
Cascading via Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Enabling Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Creating the Cascade-enabled Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Creating the Dial-out Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Enabling Cascaded Conferences without Password . . . . . . . . . . . . . . . . . . . . . . . . 260
Monitoring Star Cascaded Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Create Dial-out Link from MGC Conference to Collaboration Server Conference . . . . . 261
Cascading Conferences - H.239-enabled MIH Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
MIH Cascading Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263
MIH Cascading Guidelines in CP Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
MGC to RealPresence Collaboration Server Cascading . . . . . . . . . . . . . . . . . . . . . 267
Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Meeting Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279
Use Time Out as DTMF Delimiter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Meeting Room Toolbar & Right-click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Creating a New Meeting Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283
Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 284
Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Defining a New Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Listing Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Modifying the EQ Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289
Setting a Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
IVR Provider Entry Queue (Shared Number Dialing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
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Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Guidelines for setting the Entry Queue as IVR Provider . . . . . . . . . . . . . . . . . . . . . . 291
Configuring the Collaboration Server as IVR Provider . . . . . . . . . . . . . . . . . . . . . . . 291
Using External IVR Services via the MCCF-IVR Package . . . . . . . . . . . . . . . . . . . . . . . 293
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Guidelines for Using External IVR Services via the MCCF-IVR Package . . . . . . . . 295
Configuring the MCU to Support External IVR Services via the MCCF-IVR . . . . . . 295
Configuring the Entry Queue to Use External IVR Services . . . . . . . . . . . . . . . . . . . 295
SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296
Creating SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297
SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers . . . . . . 298
Guidelines for registering Entry Queues and SIP Factories with SIP Servers . . . . . 298
Monitoring Registration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Ad Hoc Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Gateway to Distributed Media Application (DMA) 7000 (1500/2000/4000) . . . . . . . . . . . 300
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Viewing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Displaying and Hiding the Group Members in the Navigation Pane . . . . . . . . . . . . . . . . 302
Participants List Pane Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Adding Participants from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . . 304
Adding Individual Participants from the Address Book to Conferences . . . . . . . . . . . . . 304
Adding a Group from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . 304
Participant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Managing Groups in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Managing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Adding a Participant to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Adding a New participant to the Address Book Directly . . . . . . . . . . . . . . . . . . . . . . . . . 307
Substituting E.164 Number in Dial String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 313
Adding a Participant from an Ongoing Conference to the Address Book . . . . . . . . . . . . 313
Modifying Participants in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Deleting Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Copying or Moving a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Searching the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Filtering the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Filtering Address Book Data Using a Predefined Pattern . . . . . . . . . . . . . . . . . . . . . 318
Filtering Address Book Data Using a Custom Pattern . . . . . . . . . . . . . . . . . . . . . . . 319
Clearing the Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
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Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Guidelines for Obtaining the Display Name from the Address Book . . . . . . . . . . . . 322
Enabling and Disabling the Obtain Display Name from Address Book Feature . . . . 322
Importing and Exporting Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Exporting an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Importing an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Upgrading and Downgrading Considerations (Collaboration Server 1500/2000/4000 only) . 324
Integrating the Global Address Book (GAB) with the Collaboration Server . . . . . . . . . . . . . . 324
Integrate with the Global Address Book of Resource Manager (CMA) . . . . . . . . . . . . . . 325
Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Guidelines for Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Reservations Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Changing the Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Scheduling Conferences Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Creating a New Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Managing Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Viewing and Modifying Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340
Using the Week and Day views of the Reservations Calendar . . . . . . . . . . . . . . . . 340
Adjusting the Start Times of all Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
Deleting Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Searching for Reservations using Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Operator Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Operator Conference Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346
Defining the Components Enabling Operator Assistance . . . . . . . . . . . . . . . . . . . . . . . . 347
To define a Conference IVR Service with Operator Assistance Options . . . . . . . . . 347
To define an Entry Queue IVR Service with Operator Assistance Options . . . . . . . 350
To define a Conference Profile for an Operator Conference . . . . . . . . . . . . . . . . . . 351
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Starting an Ongoing Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353
Saving an Operator Conference to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Starting an Operator Conference from a Template . . . . . . . . . . . . . . . . . . . . . . . . . 357
Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 358
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Moving Participants Between Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Moving Participants Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 363
Using Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Creating a New Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Creating a new Conference Template from Scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Saving an Ongoing or AVC-based CP Operator Conference as a Template . . . . . . . . . 372
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Starting an Operator Conference from a Template (AVC Conferencing) . . . . . . . . . 374
Scheduling a Reservation From a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . 375
Deleting a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377
Exporting and Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Exporting Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Exporting All Conference Templates from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . 378
Exporting Selected Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 380
Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384
Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Viewing the Properties of Ongoing CP and Mixed CP and SVC Conferences . . . . . . . . 386
Viewing the Properties of Ongoing SVC-based Conferences . . . . . . . . . . . . . . . . . . . . . 398
Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 403
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Request to Speak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 405
Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406
Viewing the Properties of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407
Monitoring IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408
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Monitoring SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Detecting Endpoint Disconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
H323 Endpoint Disconnection Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
System Configuration Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Monitoring ISDN/PSTN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Monitoring Telepresence Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 428
Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . . . . 429
Setting up the Calendaring Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Calendaring Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 435
Creating and Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Creating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 437
Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 438
Collaboration Server Standalone Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Collaboration Server and Polycom RealPresence DMA System Deployment . . . . . 439
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Creating Multiple Virtual Recording Rooms on the RSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Configuring the Collaboration Server to Enable Recording . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Defining the Dial Out Recording Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 442
Enabling the Recording Features in a Conference IVR Service . . . . . . . . . . . . . . . . . . . 443
Enabling the Recording in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Dial Out Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Dial Out Recording Link Encryption Flag Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Dial Out Recording Link Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Managing the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Recording Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Using the Collaboration Server Web Client to Manage the Recording Process . . . . . . . 449
Using DTMF Codes to Manage the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . 451
Conference Recording with Codian IP VCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Users, Connections, and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Collaboration Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Administrator Read-only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
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Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Listing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Adding a New User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 454
Deleting a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Changing a User’s Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455
Disabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Enabling a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 456
Renaming a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Guidelines for defining a machine account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Viewing the Connections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Collaboration Server IP Network Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Default IP Service (Conferencing Service) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Using IPv6 Networking Addresses for Internal and External Entities . . . . . . . . . . . . . . . 464
IPv6 Addressing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Modifying the Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
Modifying the Default IP Network Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 489
IP Network Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 493
LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Media Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Media Redundancy on RealPresence Collaboration Server 1500 . . . . . . . . . . . . . . 499
Media Redundancy on RealPresence Collaboration Server 2000/4000 . . . . . . . . . 499
Media and Signaling Redundancy on Collaboration Server 1800 . . . . . . . . . . . . . . 500
Signaling and Management Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Signaling and Management Redundancy on Collaboration Server 1500 . . . . . . . . . 501
Signaling and Management Redundancy on Collaboration Server 4000 . . . . . . . . . 502
Management Redundancy on RealPresence Collaboration Server 1800 . . . . . . . . 503
Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server 1500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
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RealPresence Collaboration Server 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Hardware Monitor Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
Network Traffic Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 505
SIP Proxy Failover With Polycom® Distributed Media Application™ (DMA™) 7000 . . . . . . 506
RealPresence Collaboration Server (RMX) Network Port Usage . . . . . . . . . . . . . . . . . . . . . 507
Defining ISDN/PSTN Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
IISDN/PSTN Network Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 509
Adding/Modifying ISDN/PSTN Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 510
Obtaining ISDN/PSTN required information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 511
Modifying an ISDN/PSTN Network Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 517
Network Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
RealPresence Collaboration Server (RMX) 1500/4000 . . . . . . . . . . . . . . . . . . . . . . . . . 519
RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
RealPresence Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Multiple Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 521
Resource Allocation and Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 523
Upgrading to Multiple Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
IP Network Services Required Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
Collaboration Server (RMX) Hardware Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 525
Collaboration Server (RMX) 4000 Multiple Services Configuration . . . . . . . . . . . . . 526
Collaboration Server (RMX) 2000 Multiple Services Configuration . . . . . . . . . . . . . 527
Collaboration Server (RMX) 1800 Multiple Services Configuration . . . . . . . . . . . . . 529
Collaboration Server (RMX) 1500 Multiple Services Configuration . . . . . . . . . . . . . 530
Collaboration Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
System Flags and License Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
IP Network Service Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 531
Setting a Network Service as Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 537
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Signaling Host IP Address and MCU Prefix in GK Indications . . . . . . . . . . . . . . . . . 538
Video/Voice Port Configuration and Resolution Configuration
1500/2000/4000 MPMx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Gateway Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Hardware Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Signaling Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
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Defining Dial Out Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Reserving Video Resources for a Conference
(Collaboration Server 1500/2000/4000 only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
Port Usage Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544
NAT (Network Address Translation) Traversal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Deployment Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Remote Connection Using the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 545
Business to Business Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
FW (Firewall) NAT Keep Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
System Configuration in SBC environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
SIP TCP Keep-Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
IVR Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
IVR Services Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Adding Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Uploading a Message File to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 553
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Change to Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Controlling the receipt of in-band and out-of-band DTMF Codes . . . . . . . . . . . . . . . 573
Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Defining a New Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 574
Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service . 579
Modifying the Conference or Entry Queue IVR Service Properties . . . . . . . . . . . . . . . . . . . . 581
Replacing the Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
Adding a Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582
Creating Audio Prompts and Video Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
Recording an Audio Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
Defining the format settings for audio messages . . . . . . . . . . . . . . . . . . . . . . . . . . . 583
Recording a new audio message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585
Creating a Welcome Video Slide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Inviting Participants using DTMF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Invite Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Entering Additional DTMF Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 589
Enabling the Invite Participants using DTMF Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 589
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Disabling the Invite Participant Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
External IVR Service Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593
IVR Services Support with TIP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593
Guidelines for TIP Support with IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593
Default IVR Prompts and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 594
Volume Control of IVR Messages, Roll Call and Music . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 598
IVR Services in TIP-Enabled Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
IVR Services in TIP-Enabled Conferences Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Entry Queue and Virtual Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Configuring the Conference and Entry Queue IVR Services . . . . . . . . . . . . . . . . . . 599
Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
The CDR File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
CDR File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Multi-Part CDR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
Enabling the Multi-Part CDR Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
CDR File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
Viewing, Retrieving and Archiving Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . 603
Viewing the Conference Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
Multi-part CDR File display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
Refreshing the CDR List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
Retrieving and Archiving Conference CDR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . 605
Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Gateway Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608
IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608
Direct Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 608
Gateway IVR Dialing For IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611
Direct Dialing Using IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612
Calling a SIP Endpoint in a Remote Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615
Dialing via Gateway IVR for ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615
Direct Dial-in to Endpoints or DMA VMR using Automatically Generated
Destination Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 616
Configuring the Gateway Components on the Collaboration Server . . . . . . . . . . . . . . . . . . . 618
Defining the IVR Service for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 618
Defining the Conference Profile for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
Defining the Gateway Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Displaying the Connection Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
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Enabling PSTN dial-in using GK prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Gateway Calls Redialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Gateway Redial Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Redial on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 623
Disconnect on Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Disconnect on No Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Disconnect on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Monitoring Ongoing Gateway Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Connection Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Gateway Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Connected Participant Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 627
Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room . . . . . . . . . . . 628
Dialing to Polycom® RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Calling a RealPresence DMA Direct with Automatically Generated Destination
Dial Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Calling the RealPresence DMA via Gateway IVR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Manual Dial String Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
Automatic Dial String Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
PSTN Dial-in Using GK Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633
Deploying a Polycom RMXâ„¢ Serial Gateway S4GW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Installing the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 636
Accessing or Downloading the RMX Manager Installer . . . . . . . . . . . . . . . . . . . . . . . . . 636
Accessing the RMX Manager Application Installer Directly from the MCU . . . . . . . . 636
Downloading the Installation files from Polycom Support Site . . . . . . . . . . . . . . . . . 637
Accessing the RMX Manager Installer from the Login screen . . . . . . . . . . . . . . . . . 638
Installing the RMX Manager on Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 638
Installing the RMX Manager for Multi-User Capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 640
Starting the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Connecting to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
RMX Manager Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 646
Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 648
Collaboration Server Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
List Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator Guide - Version 8.4 Contents
Polycom, Inc. xviii
Adding MCUs to the MCUs List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Starting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Starting a Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Starting a Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 655
Starting an Ongoing Conference or Reservation From a Template . . . . . . . . . . . . . . . . 656
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Grouping the Participants by MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Start Monitoring/Stop Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 659
Modifying the MCU Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 660
Disconnecting an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Removing an MCU from the MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 661
Changing the RMX Manager Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662
Import/Export RMX Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662
Installing RMX Manager in Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 664
Using an Internal Certificate Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 669
Administration and Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672
System and Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672
System Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
RMX Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
Altering the clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 676
Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
MCU Capacities in CP Only Conferencing and SVC Only Conferencing . . . . . . . . . 678
MCU Capacities in Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . 680
AVC Conferencing - Video Switching Resource Capacity (1500/2000/4000 Only) . 681
Resource Usage in AVC CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681
AVC Conferencing - Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682
Resource Capacity Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682
Video/Voice Port Configuration - MPMRx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Video/Voice Port Configuration - MPMx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Flexible Resource Capacity Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Configuring the Video/Voice Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Forcing Video Resource Allocation to CIF Resolution . . . . . . . . . . . . . . . . . . . . . . . 684
Resource Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
Displaying the Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686
Collaboration Servers 1500 and 2000/4000 with MPMx media cards . . . . . . . . . . . 686
Collaboration Servers 1800 and 2000/4000 with MPMRx media cards . . . . . . . . . . 687
AVC CP, SVC and Mixed Mode Conferences in MPMx Card Configuration Mode . . . . 689
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