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RealPresence Desktop

Poly RealPresence Desktop, (RMX) 1500, 1800, 2000, 4000, RealPresence Collaboration Server (RMX)1800 User manual

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Polycom, Inc. 0
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Polycom Document Title 1
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Version 8.3 | January 2014 | DOC2742A
Polycom® RealPresence®
Collaboration Server
(RMX) 1500/1800/2000/4000
Administrator’s Guide
Administrator’s Guide
Polycom, Inc. i
© 2014 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for
any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating
into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software
contained within its products. The software is protected by United States copyright laws and international treaty
provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible
for printing or clerical errors. Information in this document is subject to change without notice.
Trademark Information
POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service marks of
Polycom, Inc., and are registered and/or common law marks in the United States and various other countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
This document provides the latest information for security-conscious users running Version 8.3.software.
The information in this document is not intended to imply that DoD or DISA certifies Polycom RMX systems.
End User License Agreement
Use of this software constitutes acceptance of the terms and conditions of the Polycom® RealPresence® Collaboration
Server (RMX®) 1500/1800/2000/4000 system end-user license agreements (EULA).
The EULA for your version is available on the Polycom Support page for the Polycom® RealPresence® Collaboration
Server (RMX®) 1500/1800/2000/4000 system.
This software has not achieved UC APL certification.
For regulatory notices see individual Polycom® RealPresence® Collaboration Server
(RMX) 1500/1800/2000/4000 Hardware Guides.
Polycom, Inc. i
Contents
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About the RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s
Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
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 Only 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
RealPresence Collaboration Server - XML API Release Notes - Version 8.3
Polycom, Inc. ii
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Gathering Phase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Gathering Phase Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Enabling the Gathering Phase Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Guidelines for using the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Selecting the Overlay Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Site Names Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Site Names Display Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Sending Text Messages During a Conference Using Message Overlay . . . . . . . . . . . . . 83
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Selecting the Chinese Font for Text Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Selecting the Chinese Font . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Defining an AVC Video Switching Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
H.264 High Profile Support in Video Switching Conferences . . . . . . . . . . . . . . . . . . . 89
Minimum Threshold Line Rate System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Defining SVC and Mixed CP and SVC Conference Profiles . . . . . . . . . . . . . . . . 91
Defining SVC Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Defining Mixed CP and SVC Conferencing Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
RealPresence Collaboration Server - XML API Release Notes - Version 8.3
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Video Protocols and Resolution Configuration for CP Conferencing . . . . . . . 104
Video Resolutions in AVC-based CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Video Display with CIF, SD and HD Video Connections . . . . . . . . . . . . . . . . . . . . . . . . . 104
H.264 High Profile Support in CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
H.264 High Profile Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
HD1080p60 Resolution Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
CP Conferencing with H.263 4CIF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
H.263 4CIF Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
The CP Resolution Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Video Resource Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
H.264 Base Profile Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
H.264 High Profile Decision Matrices (MPMx/MPMRx) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
H.264 Base Profile and High Profile Comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
H.264 Base Profile and High Profile Comparison - Sharpness . . . . . . . . . . . . . . . . . . . . 115
H.264 Base Profile and High Profile Comparison - Motion . . . . . . . . . . . . . . . . . . . . . . . 122
Default Minimum Threshold Line Rates and Resource Usage Summary . . . . . . . . . . . . . . . 125
Resolution Configuration for CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Accessing the Resolution Configuration Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
The Resolution Configuration Dialog Box in MPMx/MPMRx Card Configuration Modes . . . 127
Resolution Configuration - Basic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Maximum CP Resolution Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Resolution Configuration Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Resolution Configuration - Detailed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Sharpness and Motion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Resolution Configuration Sliders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Modifying the Resolution Configuration in MPMx Card Configuration Mode . . . . . . . . . 134
Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Setting the Maximum CP Resolution for Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . 135
Minimum Frame Rate Threshold for SD Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Limiting The Maximum Negotiated Bit Rate for SD and Lower Resolutions . . . . . . . . . . 136
Additional Video Resolutions in MPMx Card Configuration Mode . . . . . . . . . . . . . . . . . . . . . 136
w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Packet Loss Compensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Enabling Support of the w448p Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Collaboration Server System Flag Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Additional Intermediate Video Resolutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
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Sharing Content During Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Content Sharing Using H.239 Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Guidelines for Content Sharing Using People+Content Protocol . . . . . . . . . . . . . . . . . . 140
SIP BFCP Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Guidelines for Using SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
BFCP support in dial-out Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
BFCP support in dial-in Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Video Transmission Methods for Sharing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Content Sharing Parameters in Content Highest Common (Content Video Switching) Mode 144
Content Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
AVC CP Content Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
SVC Only and Mixed CP and SVC Content Setting . . . . . . . . . . . . . . . . . . . . . . . . . 146
Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
H.263 & H.264 Auto Selection (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . 147
H.263 (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
H.264 HD (AVC CP default) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
H.264 Cascade and SVC Optimized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Defining Content Sharing Parameters for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Enabling H.264 Cascade and SVC Optimized Content Sharing in
AVC CP Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Selecting a Customized Content Rate in AVC CP Conferences . . . . . . . . . . . . . . . . . . . 160
Guidelines for Selecting a Customized Content Rate . . . . . . . . . . . . . . . . . . . . . . . . 160
Modifying the Threshold Line Rate for HD Resolution Content . . . . . . . . . . . . . . . . . . . 163
Sharing Content Using Multiple Content Resolutions Mode . . . . . . . . . . . . . . . . . . . . . . . . . 164
Guidelines for Sharing Contents using Multiple Content Resolutions . . . . . . . . . . . . . . . 164
Enabling Multiple Content Resolutions for Content Sharing . . . . . . . . . . . . . . . . . . . . . . 166
Sending Content to Legacy Endpoints (AVC Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Guidelines for Sending Content to Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Content Display on Legacy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Interoperability with Polycom CMA and RealPresence DMA System . . . . . . . . . . . . . . . 168
Enabling the Send Content to Legacy Endpoints Option . . . . . . . . . . . . . . . . . . . . . . . . 169
Changing the Default Layout for Displaying Content on Legacy Endpoints . . . . . . . 169
Sending Content to Legacy Endpoints in Telepresence Mode . . . . . . . . . . . . . . . . . . . . 171
Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Guidelines for Sharing Content in Exclusive Content Mode . . . . . . . . . . . . . . . . . . . . . . 172
Stopping a Content Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Content Broadcast Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Guidelines for Controlling Content Broadcast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Giving and Cancelling Token Ownership (AVC Participants) . . . . . . . . . . . . . . . . . . . . . 174
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Forcing Other Content Capabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Content Sharing via the Polycom CCS Plug-in for Microsoft Lync Clients . . . . . . . . . . . . . . 175
Managing Noisy Content Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Content Display Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Implementing Media Encryption for Secured Conferencing . . . . . . . . . . . . . . 177
Media Encryption Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Mixing Encrypted and Non-encrypted Endpoints in one Conference . . . . . . . . . . . . . . . . . . 178
Direct Connection to the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Connection to the Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
Moving from the Entry Queue to Conferences or Between Conferences . . . . . . . . . . . . 181
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Enabling Media Encryption for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Setting the Encryption Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Enabling Encryption in the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Enabling Encryption at the Participant Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Monitoring the Encryption Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Setting Conferences for Telepresence Mode (AVC CP) . . . . . . . . . . . . . . . . . . 186
Collaboration Server Telepresence Mode Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
System Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Automatic Detection of Immersive Telepresence (ITP) Sites . . . . . . . . . . . . . . . . . . . . . 187
Horizontal Striping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Cropping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Gathering Phase with ITP Room Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Aspect ratio for standard endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Skins and Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
RPX and OTX Video Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Room Switch Telepresence Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Telepresence Display Decision Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Guidelines for Managing the Room Switch Telepresence Layouts by the MCU . . . . . . . 192
Sending Content to Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . . . . . . . 193
Guidelines for Sending Content to Legacy Endpoints in Telepresence Conferences . . . 193
Content Display on Legacy Endpoints in Telepresence Conferences . . . . . . . . . . . 193
Enabling Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Monitoring Telepresence Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Monitoring Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Creating Multiple Cascade Links Between Telepresence Conferences . . . . . . . . . . . . . . . . 198
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Guidelines for Creating Multiple Cascading Links between Conferences . . . . . . . . . . . . 198
Enabling and Using Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Creating a Link Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Link Participant in the Dial Out RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Participant Link in the Dial In RMX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Monitoring Multiple Cascade Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Disconnection Causes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Additional Conferencing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Video Preview (AVC Participants Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Video Preview Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Workstation Requirements to Display Video Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Testing your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Previewing the Participant Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Auto Scan and Customized Polling in Video Layout (CP Conferences Only) . . . . . . . . . . . . 209
Guidelines for Using Auto Scan and Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . 210
Enabling the Auto Scan and Customized Polling (CP Only Conferences) . . . . . . . . . . . 210
Enabling the Auto Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Customized Polling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Packet Loss Compensation (LPR and DBA) AVC CP Conferences . . . . . . . . . . . . . . . . . . . 212
Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Causes of Packet Loss . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Effects of Packet Loss on Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Lost Packet Recovery Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Enabling Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Monitoring Lost Packet Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Network Quality Indication (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Indication Threshold Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Guidelines for Displaying the Network Quality icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Customizing Network Quality Icon Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Lecture Mode (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Enabling Lecture Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Selecting the Conference Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Enabling the Automatic Switching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
Lecture Mode Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Restricting Content Broadcast to Lecturer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224
Muting Participants Except the Lecturer (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . 225
Guidelines for Muting all the Participants Except the Lecturer . . . . . . . . . . . . . . . . . 225
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Enabling the Mute Participants Except Lecturer Option . . . . . . . . . . . . . . . . . . . . . . 226
Audio Algorithm Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Audio Algorithm Support Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
SIP Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Mono . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
Stereo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
Audio algorithms supported for ISDN (Collaboration Server 1500/2000/4000 only) . . . . 229
Monitoring Participant Audio Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Automatic Muting of Noisy Endpoints (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Guidelines for Automatically Muting Noisy Endpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Enabling or Disabling the Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . . . . 233
Enabling or Disabling the Automatic Muting of Noisy Endpoints at the
Conference Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Enabling or Disabling the Automatic Muting of Noisy Endpoints at the MCU Level . 234
Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Enabling a Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236
Closed Captions (AVC Endpoints) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Closed Captions Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237
Enabling Closed Captions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Defining Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Cascading Link Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Setting the Video Layout in Cascading conferences (CP and mixed CP and SVC) . . . . 239
Guidelines for Setting the Video Layout in Cascading Conferences . . . . . . . . . . . . 240
Flags Controlling Cascading Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Play Tone Upon Cascading Link Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Possible Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Basic Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Basic Cascading using IP Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Dialing Directly to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Dialing to an Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Automatic Identification of the Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Basic Cascading using ISDN Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Network Topologies Enabling Content Sharing Over ISDN Cascaded Links . . . . . . 244
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Gateway to Gateway Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . 245
Gateway to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . 246
MCU to MCU Calls via ISDN Cascading Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
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Collaboration Server Configuration Enabling ISDN Cascading Links . . . . . . . . . . . . 247
Suppression of DTMF Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Star Cascading Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Master-Slave Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Creating a Cascade Enabled Dial-out/Dial-in Participant Link . . . . . . . . . . . . . . . . . 255
Cascading via Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Enabling Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Creating the Cascade-enabled Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Creating the Dial-out Cascaded Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Enabling Cascaded Conferences without Password . . . . . . . . . . . . . . . . . . . . . . . . 264
Monitoring Star Cascaded Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Creating the Dial-out Link from a Conference Running on the MGC to the
Conference Running on the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 265
Cascading Conferences - H.239-enabled MIH Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
MIH Cascading Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Cascading Topologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
MIH Cascading Guidelines in CP Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268
MGC to Collaboration Server Cascading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281
Meeting Rooms List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Meeting Room Toolbar & Right-click Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284
Creating a New Meeting Room . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285
Entry Queues, Ad Hoc Conferences and SIP Factories . . . . . . . . . . . . . . . . . . 286
Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
Defining a New Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Listing Entry Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Modifying the EQ Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291
Setting a Transit Entry Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292
IVR Provider Entry Queue (Shared Number Dialing) . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Guidelines for setting the Entry Queue as IVR Provider . . . . . . . . . . . . . . . . . . . . . . 293
Configuring the Collaboration Server as IVR Provider . . . . . . . . . . . . . . . . . . . . . . . 293
Using External IVR Services via the MCCF-IVR Package . . . . . . . . . . . . . . . . . . . . . . . 295
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
Guidelines for Using External IVR Services via the MCCF-IVR Package . . . . . . . . 297
Configuring the MCU to Support External IVR Services via the MCCF-IVR . . . . . . 297
Configuring the Entry Queue to Use External IVR Services . . . . . . . . . . . . . . . . . . . 297
SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
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Creating SIP Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
SIP Registration & Presence for Entry Queues and SIP Factories with SIP Servers . . . . . . 300
Guidelines for registering Entry Queues and SIP Factories with SIP Servers . . . . . 300
Monitoring Registration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Ad Hoc Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Gateway to Polycom® Distributed Media Application™ (DMA™) 7000
(Collaboration Server 1500/2000/4000 only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Viewing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Displaying and Hiding the Group Members in the Navigation Pane . . . . . . . . . . . . . . . . 304
Participants List Pane Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Adding Participants from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . . 306
Adding Individual Participants from the Address Book to Conferences . . . . . . . . . . . . . 306
Adding a Group from the Address Book to Conferences . . . . . . . . . . . . . . . . . . . . . . . . 306
Participant Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Managing Groups in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307
Managing the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Adding a Participant to the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Adding a New participant to the Address Book Directly . . . . . . . . . . . . . . . . . . . . . . . . . 309
Substituting E.164 Number in Dial String . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315
Adding a Participant from an Ongoing Conference to the Address Book . . . . . . . . . . . . 315
Modifying Participants in the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Deleting Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Copying or Moving a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Searching the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Filtering the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320
Filtering Address Book Data Using a Predefined Pattern . . . . . . . . . . . . . . . . . . . . . 320
Filtering Address Book Data Using a Custom Pattern . . . . . . . . . . . . . . . . . . . . . . . 321
Clearing the Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Guidelines for Obtaining the Display Name from the Address Book . . . . . . . . . . . . 323
Enabling and Disabling the Obtain Display Name from Address Book Feature . . . . 323
Importing and Exporting Address Books . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Exporting an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Importing an Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
Upgrading and Downgrading Considerations (Collaboration Server 1500/2000/4000 only) . 325
Integrating the Global Address Book (GAB) of Polycom RealPresence Resource Manager
(XMA) or Polycom CMAâ„¢ with the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . 326
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Guidelines for integrating with the Global Address Book of Polycom RealPresence
Resource Manager (XMA) or Polycom CMAâ„¢ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Guidelines for Scheduling Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328
Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Reservations Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Today View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332
Changing the Calendar View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
Scheduling Conferences Using the Reservation Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Creating a New Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Managing Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Viewing and Modifying Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341
Using the Week and Day views of the Reservations Calendar . . . . . . . . . . . . . . . . 341
Adjusting the Start Times of all Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 343
Deleting Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Searching for Reservations using Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Operator Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Operator Conference Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
Defining the Components Enabling Operator Assistance . . . . . . . . . . . . . . . . . . . . . . . . 348
Defining a Conference IVR Service with Operator Assistance Options . . . . . . . . . . 349
Defining an Entry Queue IVR Service with Operator Assistance Options . . . . . . . . 351
Defining a Conference Profile for an Operator Conference . . . . . . . . . . . . . . . . . . . 352
Starting an Ongoing Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354
Saving an Operator Conference to a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Starting an Operator Conference from a Template . . . . . . . . . . . . . . . . . . . . . . . . . 358
Monitoring Operator Conferences and Participants Requiring Assistance . . . . . . . . . . . 359
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360
Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Using Audible Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
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Moving Participants Between Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Moving Participants Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 364
Using Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 365
Toolbar Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Creating a New Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Creating a new Conference Template from Scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Saving an Ongoing or AVC-based CP Operator Conference as a Template . . . . . . . . . 373
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374
Starting an Operator Conference from a Template (AVC Conferencing) . . . . . . . . . 375
Scheduling a Reservation From a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . 376
Deleting a Conference Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378
Exporting and Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Exporting Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379
Exporting All Conference Templates from an MCU . . . . . . . . . . . . . . . . . . . . . . . . . 379
Exporting Selected Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381
Importing Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382
Polycom Conferencing for Microsoft Outlook® . . . . . . . . . . . . . . . . . . . . . . . . . 385
Setting up the Calendaring Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386
Calendaring Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Creating and Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Creating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394
Collaboration Server Standalone Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Collaboration Server and Polycom RealPresence DMA System Deployment . . . . . 395
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 395
Conference and Participant Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396
Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
Viewing the Properties of Ongoing CP and Mixed CP and SVC Conferences . . . . . . . . 398
Viewing the Properties of Ongoing SVC-based Conferences . . . . . . . . . . . . . . . . . . . . . 409
Monitoring of Operator Conferences and Participants Requiring Assistance
(CP and Mixed CP and SVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415
Requesting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Request to Speak . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416
Participant Alerts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 418
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Viewing the Properties of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 419
Monitoring IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 420
Monitoring SIP BFCP Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 430
Detecting SIP Endpoint Disconnection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431
Monitoring ISDN/PSTN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 432
Monitoring Telepresence Participant Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 439
Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 440
Creating Multiple Virtual Recording Rooms on the RSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Configuring the Collaboration Server to Enable Recording . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Defining the Recording Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 441
Enabling the Recording Features in a Conference IVR Service . . . . . . . . . . . . . . . . . . . 443
Enabling the Recording in the Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 444
Recording Link Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Recording Link Encryption Flag Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 446
Recording Link Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447
Managing the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Recording Link Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 448
Using the Collaboration Server Web Client to Manage the Recording Process . . . . . . . 449
Using DTMF Codes to Manage the Recording Process . . . . . . . . . . . . . . . . . . . . . . . . . 450
Conference Recording with Codian IP VCR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 451
Users, Connections, and Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Collaboration Server Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 452
Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Administrator Read-only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Operator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
Auditor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 453
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 457
Renaming a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Machine Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 458
Guidelines for defining a machine account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 459
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Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Active Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Viewing the Connections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 460
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
Using Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461
IP Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Collaboration Server IP Network Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463
Management Network (Primary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Default IP Service (Conferencing Service) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Using IPv6 Networking Addresses for Collaboration Server Internal and
External Entities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
IPv6 Addressing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
Modifying the Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 466
Modifying the Default IP Network Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474
Ethernet Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
IP Network Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 494
LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Media Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499
Media Redundancy on RealPresence Collaboration Server (RMX) 1500 . . . . . . . . 499
Media Redundancy on RealPresence Collaboration Server (RMX) 2000/4000 . . . . 499
Media and Signaling Redundancy on RealPresence Collaboration Server
(RMX) 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 500
Signaling and Management Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Signaling and Management Redundancy on RealPresence Collaboration Server
(RMX) 1500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501
Signaling and Management Redundancy on RealPresence Collaboration Server
(RMX) 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 502
Management Redundancy on RealPresence Collaboration Server (RMX) 1800 . . . 503
Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server (RMX) 1500 . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503
RealPresence Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
RealPresence Collaboration Server (RMX) 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . 504
On all systems: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
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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/RealPresence Collaboration Server
(RMX) 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
Gather Network Equipment and Address Information - IP Network Services
Required Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
RealPresence Collaboration Server (RMX) Hardware Installation . . . . . . . . . . . . . . . . . 525
RealPresence Collaboration Server (RMX) 4000 Multiple Services Configuration . 526
RealPresence Collaboration Server (RMX) 2000 Multiple Services Configuration . 527
RealPresence Collaboration Server (RMX) 1800 Multiple Services Configuration . 529
RealPresence 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 (Collaboration Server
1500/2000/4000 in MPMx Card Configuration Mode only) . . . . . . . . . . . . . . . . . . 538
Conference Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 538
Gateway Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 539
Hardware Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 540
Signaling Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Defining Dial Out Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 541
Reserving Video Resources for a Conference (Collaboration Server
1500/2000/4000 only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 542
Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 543
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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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546
System Configuration in SBC environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 547
SIP TCP Keep-Alive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 548
IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
IVR Services List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 549
IVR Services Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Adding Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
Uploading a Message File to the Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . 552
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 554
Defining a New Conference IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 555
Change to Chairperson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
Controlling the receipt of in-band and out-of-band DTMF Codes . . . . . . . . . . . . . . . 572
Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 572
Defining a New Entry Queue IVR Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573
Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service . 578
Modifying the Conference or Entry Queue IVR Service Properties . . . . . . . . . . . . . . . . . . . . 580
Replacing the Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580
Adding a Music File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 580
Creating Audio Prompts and Video Slides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
Recording an Audio Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 581
Creating a Welcome Video Slide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 585
Inviting Participants using DTMF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
Invite Call Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
Entering Additional DTMF Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 586
Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Enabling the Invite Participants using DTMF Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587
Disabling the Invite Participant Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 590
External IVR Service Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
IVR Services Support with TIP Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
Guidelines for TIP Support with IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 591
Default IVR Prompts and Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 592
Volume Control of IVR Messages, Roll Call and Music . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 596
IVR Services in TIP-Enabled Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
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IVR Services in TIP-Enabled Conferences Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Entry Queue and Virtual Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 597
Configuring the Conference and Entry Queue IVR Services . . . . . . . . . . . . . . . . . . . . . 597
Call Detail Record (CDR) Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
The CDR File Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
CDR File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 599
Multi-Part CDR Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600
Enabling the Multi-Part CDR Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
CDR File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 601
Viewing, Retrieving and Archiving Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . 602
Viewing the Conference Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602
Multi-part CDR File display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 603
Refreshing the CDR List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
Retrieving and Archiving Conference CDR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . 604
Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
Gateway Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 606
Call Flows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Direct Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 607
Gateway IVR Dialing For IP Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 610
Direct Dialing Using IP Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 611
Calling a SIP Endpoint in a Remote Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 613
ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
Dialing via Gateway IVR for ISDN Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . 614
Direct Dial-in to Endpoints or DMA VMR using Automatically Generated Destination
Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 615
Configuring the Gateway Components on the Collaboration Server . . . . . . . . . . . . . . . . . . . 617
Defining the IVR Service for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 617
Defining the Conference Profile for Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 620
Defining the Gateway Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 621
System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Displaying the Connection Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Enabling PSTN dial-in using GK prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Gateway Calls Redialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Gateway Redial Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Redial on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 622
Disconnect on Busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Disconnect on No Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Disconnect on Wrong Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
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Monitoring Ongoing Gateway Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Connection Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624
Gateway Session Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 625
Connected Participant Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 626
Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room . . . . . . . . . . . 627
Dialing to Polycom® RealPresence DMA System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Calling a RealPresence DMA Direct with Automatically Generated Destination
Dial Strings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 629
Calling the RealPresence DMA via Gateway IVR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Manual Dial String Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 630
Automatic Dial String Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 631
PSTN Dial-in Using GK Prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 632
Deploying a Polycom RMXâ„¢ Serial Gateway S4GW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 633
RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634
Installing the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Accessing or downloading the RMX Manager Installer . . . . . . . . . . . . . . . . . . . . . . . . . . 635
Accessing the RMX Manager Application Installer Directly from the MCU . . . . . . . . 636
Downloading the Installation files from Polycom Support Site . . . . . . . . . . . . . . . . . 636
Accessing the RMX Manager Installer from the Login screen . . . . . . . . . . . . . . . . . 636
Installing the RMX Manager on Your Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 637
Starting the RMX Manager Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 638
Connecting to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 640
RMX Manager Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 642
Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644
Collaboration Server Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645
List Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 645
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Adding MCUs to the MCUs List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 647
Starting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 649
Starting a Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . 650
Starting a Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 651
Starting an Ongoing Conference or Reservation From a Template . . . . . . . . . . . . . . . . 652
Monitoring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653
Grouping the Participants by MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654
Start Monitoring/Stop Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 655
Modifying the MCU Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 656
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Polycom, Inc. xviii
Disconnecting an MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Removing an MCU from the MCUs Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 657
Changing the RMX Manager Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Import/Export RMX Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658
Installing RMX Manager in Secure Communication Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 660
Using an Internal Certificate Authority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 665
Administration and Utilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 669
System and Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 669
System Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670
Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 672
RMX Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Altering the clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673
Resource Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 675
MCU Capacities in CP Only Conferencing and SVC Only Conferencing . . . . . . . . . 675
MCU Capacities in Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . 677
AVC Conferencing - Video Switching Resource Capacity (Collaboration Server
1500/2000/4000 Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
Resource Usage in AVC CP Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 678
AVC Conferencing - Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
Resource Capacity Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
Video/Voice Port Configuration - MPMRx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
Video/Voice Port Configuration - MPMx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
Flexible Resource Capacity Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 680
Configuring the Video/Voice Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681
Forcing Video Resource Allocation to CIF Resolution . . . . . . . . . . . . . . . . . . . . . . . 681
Resource Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Displaying the Resource Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Resource Report for Collaboration Servers 1500 and 2000/4000 with
MPMx media cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
Resource Reports for Collaboration Server 1800 and 2000/4000 with
MPMRx media cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 685
Resource Capacities in AVC CP, SVC and Mixed Mode Conferences in
MPMx Card Configuration Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686
Resource Capacities in AVC CP, SVC and Mixed Mode Conferences in
MPMRx Card Configuration Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687
Collaboration Server 1800 Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 687
Collaboration Server 2000/4000 Resource Capacity . . . . . . . . . . . . . . . . . . . . . . . . 688
ISDN/PSTN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 688
MCU Resource Management by RealPresence Resource Manager (XMA), Polycom CMA
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