Polycom ReadiManagerSE200 User manual

Polycom ReadiManager SE200

Operator’s Guide

Version 1.0.1

August 2006

PN: DOC2128B

Polycom ReadiManager SE200 Operator’s Guide

ii

Copyright

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algorithms of the software by any means whatsoever or 2) remove any product.

Trademark Information

Polycom®, the Polycom logo design, ViaVideo®, ViewStation®, and SoundStation® are

registered trademarks; ReadiManager™ SE200, Global Management System™, PathNavigator™,

ReadiConvene™, iPower™, People+Content™, MGC™, WebCommander™, PVX™, QSX™,

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Patent Information

The accompanying product is protected by one or more U.S. and foreign patents and patents

pending held by Polycom, Inc.

Warranty

See Polycom End User License Agreement

Note: Polycom believes that this document is accurate as of the date of its issuance. Polycom

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information in this document at your own risk, and Polycom will not be liable for errors or

omissions in this document. Polycom does not warrant that the information contained in this

document will meet your particular requirements or the requirements of any particular

installation.

Contents

iii

Contents

About This Guide

Documentation Resources . . . . . . . . . . . . . . . . . . . . . . . . vii

Finding Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Contacting Polycom Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

1 Preparing to Use ReadiManager

Minimum System Requirements . . . . . . . . . . . . . . . . . . 1–1

Setting up Your Computer and Browser . . . . . . . . . . . . 1–1

Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3

Introducing the Operator View . . . . . . . . . . . . . . . . . . . . 1–4

Moving Between Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5

Sorting a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5

Filtering a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5

2 Using the Conference Schedule

About the Scheduled Conferences Screen . . . . . . . . . . 2–1

Scheduling a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2

Modifying a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2

Deleting a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3

Ending an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3

3 Monitoring Conferences

About the Conference Monitoring Screen . . . . . . . . . . 3–1

Using Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1

Viewing Details About Conferences and Participants . . . . . . . . . . . . . . . . . . . . . . . 3–2

Conference Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2

Participant Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5

4 Managing Active Conferences

Conference Management Options . . . . . . . . . . . . . . . . . 4–1

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About the Manage Active Conference Screen . . . . . . . 4–1

Changing an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–2

Action Buttons on the Conference Management Screen . . . . . . . . . . . . . . . . . . . . . 4–4

Extending a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4

Ending a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5

Removing a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5

Adding a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6

Adding a Guest (External Participant) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–7

Muting and Unmuting a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–9

Disconnecting and Reconnecting a Participant . . . . . . . . . . . . . . . . . . . . . . . . 4–10

Acknowledging Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10

Sending a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10

5 Device and Site Monitoring

Monitoring Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–1

About the Monitoring Devices Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–1

Viewing Details About Individual Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–3

Device Information and Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–4

Call Information for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–7

Alerts for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–11

Video Feed for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–14

Monitoring Network Sites . . . . . . . . . . . . . . . . . . . . . . . 5–14

About the Monitoring Network Sites Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–14

Monitoring Network Intersite Links . . . . . . . . . . . . . . . 5–15

About the Monitoring Network Intersite Links Screen . . . . . . . . . . . . . . . . . . . . . 5–16

6 Viewing Call Detail Record Reports

The CDR Table - IP View . . . . . . . . . . . . . . . . . . . . . . . . . 6–1

The CDR Table - ISDN View . . . . . . . . . . . . . . . . . . . . . . 6–3

Viewing a CDR Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–4

Exporting a Call Detail Record . . . . . . . . . . . . . . . . . . . . 6–4

7 Troubleshooting

Using Gatekeeper Diagnostics . . . . . . . . . . . . . . . . . . . . 7–1

Viewing Details About an Item in the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–2

Defining What to Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–3

Contents

v

Clearing Events from the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–3

Exporting the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–4

Starting and Stopping Event Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–4

Scenarios for Troubleshooting . . . . . . . . . . . . . . . . . . . 7–4

Registration Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–5

Point-to-Point Calling Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–7

MCU and Gateway Dialing Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . 7–8

Conference On Demand Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–9

Index

Polycom ReadiManager SE200 Operator’s Guide

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About This Guide

This document, the Polycom ReadiManager SE200 Operator’s Guide, describes

how to configure and use Polycom® ReadiManager™ through the Operator

View.

Documentation Resources

In addition to this guide, the available documentation that describes the

Polycom ReadiManager SE200 system includes:

• Polycom ReadiManager SE200 Getting Started Guide

• Polycom ReadiManager SE200 Administrator’s Guide

• Polycom ReadiManager SE200 Outlook Scheduling Guide

• Polycom ReadiManager SE200 Web Scheduling Guide

• Polycom ReadiManager SE200 Upgrade Guide

Finding Help

Online help is also available. To access the help, click the question mark in the

upper-right corner of the ReadiManager SE200 screen.

Polycom ReadiManager SE200 Operator’s Guide

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Contacting Polycom Technical Support

For additional help, contact your Polycom Administrator or Polycom

Technical Support at:

• 1-800-POLYCOM

• 408-474-2050

• [email protected]

1–1

1

Preparing to Use ReadiManager

This chapter describes how to set up and configure your computer and

browser, introduces the Operator role, and provides instructions for

navigating the ReadiManager screens.

Minimum System Requirements

The client computer must meet the following minimum system requirements:

• Microsoft Windows 2000 or XP

• Microsoft Internet Explorer 5.5

• Intel Pentium II-class processor

• 64 MB RAM (128 MB is recommended)

• 30 MB free space

• For the Microsoft Outlook component of ReadiManager, MS Outlook 2000

SR1

Setting up Your Computer and Browser

Your computer must have the following items installed and configured:

• The .NET framework

• Security settings for Microsoft Internet Explorer

— .NET Framework-reliant components

— ActiveX controls and plug-ins

— Pop-ups allowed for all ReadiManager screens

Polycom ReadiManager SE200 Operator’s Guide

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To set up your computer to use ReadiManager

1 Install the .NET framework. ReadiManager provides a link to a Microsoft

Web site from which you can obtain this software. After it has been

installed, close Internet Explorer and reopen it.

2 Install the third-party .NET control that contains the Polycom plugin

DLL, and then install the plugin DLL.

3 Enable security for .NET components. To do so, run an ActiveX control or

a Security Enabler utility. For details, see the Release Notes, available at

http://www.polycom.com/resource_center.

To set security settings in Internet Explorer

1 From the Tools menu, choose Internet Options.

2Click the Security tab.

3 Make sure the Internet is selected as the Web content zone.

4Click Custom Level to open the Security Settings dialog box.

Figure 1-1 Security Settings Dialog Box

5 In the .NET Framework-reliant components section, set the following to

Enable:

— Run components not signed with Authenticate

— Run components signed with Authenticate

Preparing to Use ReadiManager

1–3

6 In the ActiveX controls and plugins section, set the following to Enable or

Prompt.

— Automatic prompting for ActiveX controls

— Download signed ActiveX controls

— Download unsigned ActiveX controls

7Click Apply to save your changes.

8Select Local Intranet and click Custom Level to display the Security

Settings dialog box.

9 Repeat steps 3 through 7, so that the settings for Local Intranet match

those for Internet.

10 Click Apply to save your changes.

11 Click OK to close the Internet Options dialog box.

Logging In

You access ReadiManager through Microsoft Internet Explorer.

To access ReadiManager from your computer

>>

Open Internet Explorer, type the appliance’s IP address in the address

line, and press Enter.

For example:

http://YOUR APPLIANCE IP ADDRESS

To log in to ReadiManager

1 See your ReadiManager Administrator for your login information.

2 Enter your user name, password, and domain, and then click Login.

Figure 1-2 Login Screen

Polycom ReadiManager SE200 Operator’s Guide

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To log out of ReadiManager

>>

Click the Log Out button in the upper-right corner of the screen.

Figure 1-3 Log Out Button

Introducing the Operator View

The Operator View organizes information about your video conference

network in a series of screens accessible through the menus at the top of

ReadiManager.

You can use the Operator View screens to:

• Monitor devices.

• Monitor conferences.

• Manage conferences.

• Monitor network sites and intersite links.

• Schedule and update scheduled conferences.

• Schedule new conferences with the Conference Scheduling Wizard. For

more information, see the Polycom ReadiManager SE200 Web Scheduling

Guide.

• Provide IP and ISDN call reporting.

• Troubleshoot using gatekeeper diagnostics.

Preparing to Use ReadiManager

1–5

Moving Between Screens

ReadiManager screens share similar elements, including menus, lists, and

filters to view item details. Figure 1-4 shows the primary navigation elements.

Figure 1-4 Navigation Elements in ReadiManager

Views. Links to other ReadiManager views may appear, according to permissions

associated with your user account. If you cannot see links, you do not have access

to other views.

Menus. The menus across the top of the screen access other screens in the

Operator View.

Help. Click the question mark to access help for the current screen.

Log out. Click this button to log out of ReadiManager.

Menu Items. Click a specific menu to display available screens.

Sorting a List

You can change the order in which information is displayed in a list by sorting

it. An up arrow indicates the sort is in ascending order; a down arrow indicates

the sort is in descending order.

To sort a list

>>

Click the header of the column you want to sort.

To reverse the sort, click the column header again.

Filtering a List

You can filter a list in all Operator View screens.

1

2

3

4

5

Polycom ReadiManager SE200 Operator’s Guide

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To filter a list

1 In the Filter by drop-down list, select the criterion to specify items to

display.

Note: You can enter a partial string to find entries that start with that string.

2Click Filter.

The list is updated to show items that match your criterion.

The filter criterion is stored until you update it or clear your browser’s

cache.

To remove a filter, select Clear from the Filter by drop-down list.

2–1

2

Using the Conference Schedule

The conference schedule enables you to schedule and manage conferences

through ReadiManager.

About the Scheduled Conferences Screen

Choose Scheduling > Conferences to display the Scheduled Conferences

screen. From this screen, you can:

• View information for future, active, or finished conferences.

• Filter the list to specify certain conferences.

• Schedule new conferences, change settings for future and active

conferences, and delete conferences.

For details, see Table 2-1.

Figure 2-1 Scheduled Conferences Screen

ID ID for the conference.

Name The name of the conference when scheduled.

Start

Date/Time

The start date and time of the conference, following regional

conventions.

End

Date/Time

The end date and time for the conference, following regional

conventions.

Owner The name of the user who scheduled the conference.

Domain The domain of the user who scheduled the conference.

Polycom ReadiManager SE200 Operator’s Guide

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Scheduling a Conference

You can schedule conferences.

To schedule a conference

1 From the menu bar, choose Scheduling > Conferences.

2 On the Scheduled Conferences screen, click New.

The Web Scheduling Wizard appears. For instructions about using the

Web Scheduling Wizard, see the Polycom ReadiManager Web Scheduling

Guide.

Modifying a Scheduled Conference

You can modify a scheduled conference.

To modify a scheduled conference

1 From the menu bar, choose Scheduling > Conferences.

2 Select the conference you want to change and then click Edit.

The Web Scheduling Wizard appears. For instructions about using the

Web Scheduling Wizard, see the Polycom ReadiManager Web Scheduling

Guide.

Note: To change the conference type from an audio-only conference to a

video conference, you must be in the Operator View.

Table 2-1 Information in the Scheduled Conferences Screen

Column Description

Using the Conference Schedule

2–3

3 When you are done, click Finish.

ReadiManager reserves resources, schedules participants, and sends

notification messages about the conference.

You return to the Scheduled Conferences screen.

Note: Changes you make to a conference that is part of a series of recurring

conferences apply only to the selected conference.

Deleting a Scheduled Conference

You can delete a scheduled conference.

Note: You cannot delete an active conference. If a scheduled multipoint

conference has started, you must end it before you can delete it.

To delete a scheduled conference

1 From the menu bar, choose Scheduling > Conferences.

2 On the Scheduled Conferences screen, select the applicable conference

and then click Delete.

3Click Delete to confirm the deletion.

If the conference is part of a series of recurring conferences, click Yes to

confirm deletion of the series.

The conference is deleted from the list. The conference owner,

participants, and resource facilitators are notified by e-mail.

Ending an Active Conference

Note: You can end a conference only when the Filter option is set to view

ongoing conferences.

To end an active conference

1 From the menu bar, choose Scheduling > Conferences.

2 From the Conferences drop-down list, select Ongoing and click Filter.

3 On the Scheduled Conferences screen, select the ongoing conference to

end.

4Click OK to confirm the conference end.

Polycom ReadiManager SE200 Operator’s Guide

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3-1

3

Monitoring Conferences

This chapter describes conference monitoring, which allows you to review the

status of active conferences (scheduled and unscheduled) and future

conferences.

About the Conference Monitoring Screen

Choose Monitoring > Conferences to display the Conference Monitoring

screen. From this screen, you can:

• Filter to locate a specific conference.

• View conference status.

• View detailed data about an individual conference or participant.

• Manage an active conference.

• Troubleshoot various problems.

In addition to online help, tool tips are available for icons in this screen. Point

to an icon to display the tool tip text.

Using Filters

On the Conference Monitoring screen, you can filter information according to

the following conference attributes: ID, date (today, next 7 days), name, type

(audio, video), and VIP only.

Polycom ReadiManager SE200 Operator’s Guide

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Figure 3-1 Conference Monitoring Screen

Viewing Details About Conferences and Participants

You can view details about a conference and participants.

Conference Details

For details, see Table 3-1. For Polycom MGCs, see the MGC documentation for

more information about these fields and their values.

Table 3-1 Fields in the Conference Details Tab

Field Description

ID The ID for the conference.

Type Type of conference or call. Options are:

• Video

• Audio Only

• Video (Scheduled)

• Audio Only (Scheduled)

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