Polycom Server DOC2585A User Manual

Polycom® RMX®  
1500/2000/4000  
Getting Started Guide for  
Audio Only  
Version 7.0 | August 2010 | DOC2585A  
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Regulatory Notices  
United States Federal Communication  
CE Mark R&TTE Directive  
Commission (FCC)  
Part 15: Class A Statement. This equipment has  
been tested and found to comply with the limits for a  
Class A digital device, pursuant to Part 15 of the FCC  
Rules. Test limits are designed to provide reasonable  
protection against harmful interference when the  
equipment is operated in a commercial environment.  
This equipment generates, uses and can radiate  
radio-frequency energy and, if not installed and used  
in accordance with the instruction manuals, may  
cause harmful interference to radio communications.  
Operation of this equipment in a residential area is  
likely to cause harmful interference, in which case the  
user will be required to correct the interference at his  
or her own expense.  
Polycom Inc., declares that the Polycom RMX™  
2000 is in conformity with the following relevant  
harmonized standards:  
EN 60950-1:2001  
EN 55022: 1998+A1:2000+A2:2003 class A  
EN 300 386 V1.3.3: 2005  
Following the provisions of the Council Directive  
1999/CE on radio and telecommunication terminal  
equipment and the recognition of its conformity.  
Canadian Department of Communications  
This Class [A] digital apparatus complies with  
Canadian ICES-003.  
Part 68: Network Registration Number. This  
equipment is registered with the FCC in accordance  
with Part 68 of the FCC Rules. This equipment is  
identified by the FCC registration number.  
Notice: The Industry Canada label identifies certified  
equipment. This certification means that the  
equipment meets telecommunication network  
protective, operational and safety requirements as  
prescribed in the appropriate Terminal Equipment  
Technical Requirements document(s). The  
Department does not guarantee the equipment will  
operate to the user's satisfaction.  
If requested, the FCC registration Number and REN  
must be provided to the telephone company.  
Any repairs to this equipment must be carried out by  
Polycom Inc. or our designated agent. This  
stipulation is required by the FCC and applies during  
and after the warranty period.  
Before installing this equipment, users should ensure  
that it is permissible to be connected to the facilities  
of the local telecommunications company. The  
equipment must also be installed using an acceptable  
method of connection. The customer should be  
aware that compliance with the above conditions may  
not prevent degradation of service in some situations.  
Repairs to certified equipment malfunctions, may give  
the telecommunications company causes to request  
the user to disconnect the equipment.  
United States Safety Construction Details:  
All connections are indoor only.  
Unit is intended for RESTRICTED ACCESS  
LOCATION.  
Unit is to be installed in accordance with the  
National Electrical Code.  
The branch circuit overcurrent protection shall  
be rated 20 A for the AC system.  
Users should ensure for their own protection that the  
electrical ground connections of the power utility,  
telephone lines and internal metallic water pipe  
system, if present, are connected together. This  
precaution may be particularly important in rural  
areas.  
This equipment has a maximum operating  
ambient of 40°C, the ambient temperature in  
the rack shall not exceed this temperature.  
To eliminate the risk of battery explosion, the battery  
should not be replaced by an incorrect type.  
Dispose of used batteries according to their  
instructions.  
Caution: Users should not attempt to make such  
connections themselves, but should contact the  
appropriate electric inspection authority, or  
electrician, as appropriate.  
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Regulatory Notices  
Chinese Communication Certificate  
Singapore Certificate  
RMX 2000 complies with IDA standards G0916-07  
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Polycom RMX 2000/4000 Getting Started Guide for Audio Only  
First Time Installation and Configuration . . . . . . . . . . . 2-1  
Preparations ............................................................................................ 2-2  
Gather Network Equipment and Address Information ........... 2-2  
IP Services ................................................................................ 2-2  
Management Network ........................................................... 2-2  
Default IP Service (Conferencing Service) .......................... 2-2  
IP Network Services Required Information ....................... 2-3  
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Table of Contents  
Hardware Installation and Setup ......................................................... 2-9  
Connecting Cables on the RMX 4000 ................................. 2-18  
Customizing the RMX’s Default Conferencing Settings ........ 2-45  
Audio Only Basic Configuration and Operation . . . . . 3-1  
Starting the RMX Web Client ............................................................... 3-2  
RMX Web Client and RMX Manager .................................................. 3-3  
RMX Web Client Screen Components ................................................. 3-4  
Viewing and System Functionality Permissions ............... 3-5  
Conferences List ............................................................................. 3-6  
ii  
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Resource Capacity ........................................................................ 3-16  
Starting a Conference from the Conferences Pane .................. 3-25  
Starting a Reservation .................................................................. 3-41  
Starting an Ongoing Conference From a Template ................. 3-43  
Starting a Video Meeting from a Microsoft Outlook Polycom  
Meeting Invitation ........................................................................ 3-45  
Connecting to a Conference ................................................................ 3-46  
Direct Dial-in ................................................................................. 3-46  
H.323 Participants ................................................................. 3-47  
iii  
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Table of Contents  
Paste Conference As ............................................................. 3-67  
Participant Level Operations ...................................................... 3-69  
Copy Cut and Paste Participant ......................................... 3-71  
Copy Participant ................................................................... 3-71  
Cut Participant ...................................................................... 3-72  
Paste Participant ................................................................... 3-73  
Paste Participant As ............................................................. 3-74  
iv  
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Polycom RMX 2000/4000 Getting Started Guide for Audio Only  
Conference Control Using DTMF Codes .................................. 3-76  
Requesting Help ................................................................... 3-78  
Appendix A - Glossary . . . . . . . . . . . . . . . . . . . . . . . . . A-1  
v
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Table of Contents  
vi  
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1
System Overview  
This Getting Started Guide provides information on the installation and  
basic operation of your RMX system.  
Chairpersons and Operators (users who start and manage conferences for  
other users) please read:  
Chapter 1 – System Overview  
Chapter 3 – Basic Operation  
System Administrators please read:  
Chapter 1 – System Overview  
Chapter 2 – First Time Installation and Configuration  
Chapter 3 – Basic Operation  
For more information on configuring and managing the system, refer to  
the RMX 1500/2000/4000 Administrator’s Guide included with the system.  
Unless specified differently, all screen captures, Diagrams and Figures  
included in this guide apply to RMX 1500, RMX 2000 and RMX 4000.  
RMX 1500/2000/4000  
The Polycom RMX 1500/2000/4000 Multipoint Control Unit (MCU) is a  
high performance, scalable, IP-network (H.323 and SIP) and ISDN/  
PSTN solution that provides the user with feature-rich and easy-to-use  
multipoint voice and video conferencing.  
The RMX MCU meets International Telecommunication Union -  
Telecommunication Standardization Sector, (ITU-T, formerly CCITT)  
standards for multipoint multimedia bridging devices, and meets ETSI  
standards for telecommunication products.  
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Chapter 1-System Overview  
The RMX unit has, in addition, been designed in compliance with IETF  
(Internet Engineering Task Force) – a large open international community  
of network designers, operators, vendors, and researchers concerned with  
the evolution of the Internet architecture and the smooth operation of the  
Internet.  
ISDN Endpoints  
PSTN Phones  
E1/T1 PRI Lines  
RMX 1500/2000/4000  
RMX Web Client  
LAN  
Endpoints  
IP Phone  
PC  
Figure 1-1 Multipoint Audio Conferencing using a Polycom RMX 1500/2000/4000  
1-2  
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Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only  
The Polycom RMX 1500/2000/4000 unit can be controlled via the LAN,  
R
by the RMX Web Client application, using Internet Explorer installed on  
the user’s workstation or the RMX Manager application. The RMX  
Manager can control several RMX units (RMX 1500, RMX 2000 and  
RMX 4000). For more information about the RMX Manager, see "RMX  
Manager Application” on page 17-1.  
In the RMX 1500 and RMX 2000, RMX management and IP conferencing  
are performed via a single LAN port. The networks can be separated in  
the Enhanced Security Environment such as DoD environment.  
In the RMX 4000, RMX management and IP conferencing are performed  
via two different LAN ports. The networks can be separated in the  
Enhanced Security Environment.  
The RMX 1500 supports one ISDN card with 4 E1/T1 PRI lines.  
On the RMX 2000/4000 a maximum of two RTM ISDN cards are  
supported, each providing connection for up to either 7 E1 or 9 T1 PRI  
lines (E1 and T1 connections cannot be used simultaneously).  
On RMX 1500/2000/4000, E1 and T1 connections cannot be used  
simultaneously.  
System Capacities  
The following table summarizes the different system capacities.  
Table 1-1 System Functions and Capacities  
RMX 1500  
RMX 2000  
RMX 4000  
MPM+ MPMx  
System Functions  
MPMx  
MPM  
MPM +  
MPM x  
Maximum no. of VOIP (Audio  
only) participants in a  
conference  
360  
160  
400  
720  
800  
800  
Maximum no. of PSTN  
120  
160  
400  
400  
400  
400  
participants in a conference  
Maximum number of  
conferences  
400  
200  
400  
400  
800  
800  
Maximum number of Meeting  
Rooms  
1000  
1000  
1000  
1000  
2000  
2000  
1-3  
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Chapter 1-System Overview  
Table 1-1 System Functions and Capacities (Continued)  
RMX 1500  
RMX 2000  
RMX 4000  
MPM+ MPMx  
System Functions  
MPMx  
MPM  
MPM +  
MPM x  
Maximum number of Entry  
Queues  
40  
40  
40  
40  
80  
80  
Maximum number of Profiles  
40  
40  
80  
40  
40  
80  
80  
Maximum number of  
Conference Templates  
100  
200  
200  
200  
200  
Maximum number of SIP  
Factories  
40  
1
40  
1
40  
1
40  
1
80  
1
80  
1
Maximum number of IP  
Services  
Maximum number of ISDN  
Services  
2
2
2
2
2
2
Maximum number of IVR  
Services  
40  
40  
40  
40  
80  
80  
Maximum number of  
Recording Links  
20  
(default)  
20  
(default)  
20  
(default)  
20  
(default)  
20  
(default)  
20  
(default)  
Maximum number of Log  
Files (1Mb max.)  
4000  
2000  
1000  
1000  
1000  
1000  
4000  
2000  
1000  
4000  
2000  
1000  
8000  
4000  
1000  
8000  
4000  
1000  
Maximum number of CDR  
Files  
Maximum number of Fault  
Files  
Number of Participant alerts  
Unlimited  
20  
Unlimited Unlimited  
Unlimited  
20  
Unlimited Unlimited  
Maximum number of  
20  
20  
20  
20  
concurrent RMX Web Client  
connections to the MCU  
Maximum number Address  
Book entries  
4000  
100  
4000  
100  
4000  
100  
4000  
100  
4000  
100  
4000  
100  
Maximum number of Users  
1-4  
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Table 1-1 System Functions and Capacities (Continued)  
RMX 1500  
RMX 2000  
RMX 4000  
MPM+ MPMx  
System Functions  
MPMx  
MPM  
MPM +  
MPM x  
Maximum number of  
gateway profiles  
40  
40  
40  
40  
80  
80  
Maximum number of  
Reservations (Internal  
Scheduler)  
2000  
2000  
2000  
2000  
4000  
4000  
1-5  
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Chapter 1-System Overview  
RMX Audio Only Main Features  
The Polycom RMX conferencing system offers a comprehensive range of  
capabilities for audio conferencing:  
Scheduling Interfaces  
Conferences can be started immediately or scheduled in advance on the  
Polycom MCU by means of the following applications:  
Windows-based RMX Manager  
Browser-based Web Client  
Microsoft Outlook using the Polycom Conferencing for Microsoft  
Outlook add-in  
Polycom CMA application  
Polycom DMA application  
Conference scheduling options  
Ad Hoc conferencing  
On-demand conferencing (Ongoing)  
“Meet Me” reservationless conferences (Meeting Rooms)  
Scheduled conferences (Reservations)  
Recurrent conferences  
Conferencing Modes  
Operator Assisted conferences; reserved and reservationless  
Unattended conference; reserved and reservationless  
Operator Conference  
In addition to the standard conference, a special conference that enables  
the RMX user, acting as an operator, to assist participants without  
disturbing ongoing conferences and without being heard by other  
conference participants can be created. The operator can move a  
participant from an Entry Queue or ongoing conference to a private, one-  
on-one conversation in the Operator conference.  
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Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only  
IVR-Enabled Conferencing  
Interactive Voice Response (IVR) is a software module that automates the  
connection process and lets participants perform various operations  
during ongoing conferences. The participants use their endpoints’  
keypads and remote control to interact with the conference’s menu-driven  
scripts using DTMF codes.  
Operations that can be performed by participants or chairpersons during  
a conference include:  
Manually terminate the conference.  
Mute or unmute the participant’s audio channel.  
Adjust the participant’s broadcasting and listening audio volume.  
Play the Help menu.  
Mute or unmute undefined dial-in participants upon their connection  
to the conference.  
Request a Roll Call and stop the Roll Call names review  
Secure and unsecure a conference.  
Request individual and conference assistance.  
Entry Queue  
An Entry Queue is a special routing lobby for video and audio  
participants. After dialing the Entry Queue ID or dial-in number (ISDN/  
PSTN), voice prompts from an IVR service are used to connect the  
participants to the appropriate conference.  
This service can also be used (if required) to verify the participant’s right  
to start an Ad Hoc conference or to join an ongoing conference.  
Conferencing Capabilities and Options  
On Demand Conferencing  
The following options are available to set up conferences:  
New Conference – set up once, use once.  
The conference is deleted from the MCU after it ends.  
1-7  
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Chapter 1-System Overview  
Meeting Rooms – set up once, use many times.  
Meeting Rooms are saved in memory (using no resources) and can be  
activated as many times as needed.  
Ad Hoc Entry Queue – no setup, a new conference can be created when  
a user dials in and enters a conference ID that is not being used by an  
existing conference or Meeting Room.  
Gateway calls – from IP endpoints to other participants, using the  
direct dialing method, with up to 10 destination numbers contained  
in a single dial string.  
Scheduled Conferencing / Reservations  
Reservations provide calendar-based scheduling of single or recurring  
conferences. These conferences can be launched immediately or become  
ongoing, at a specified time on a specified date.  
Polycom Conferencing for Microsoft Outlook®  
Polycom Conferencing for Microsoft Outlook is implemented by installing the  
Polycom Conferencing Add-in for Microsoft Outlook on the Microsoft Exchange  
®
Server and Microsoft Outlook e-mail clients. It enables meetings to be  
scheduled with video endpoints from within Outlook. The add-in also  
adds a Polycom Conference button in the Meeting tab of the Microsoft  
Outlook e-mail client ribbon.  
Connection Methods  
IPv4, IPv6, ISDN and PSTN communication protocols are supported for  
connection to the conference.  
Dial-out: automatically, to pre-defined participants (line rate  
detection is automatic)  
Dial-in:  
for participants defined in advance (IP participants only)  
for undefined participants directly to a conference (IP and  
ISDN/PSTN)  
for undefined participants via a single dial Entry Queue (IP and  
ISDN/PSTN)  
Cascading Conferences  
Simple Cascading (Star Topology).  
Multi Hierarchy Cascading (MIH).  
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Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only  
Gateway  
Using a special Gateway Profile, the RMX can be used as a gateway that  
provides connectivity across different physical networks such as H.323,  
SIP, ISDN and PSTN. The Gateway also provides connectivity between  
the ISDN/PSTN endpoints and the DMA.  
Security  
Media Encryption (IP only), available at conference and participant  
levels, based on AES 128 Media Encryption and DH 1024 Key  
Exchange standards.  
Secured Communication Mode (SSL/TLS).  
Secured conferences via DTMF codes and limited monitoring of  
secured conferences.  
Auditor to analyze configuration changes and unusual or malicious  
activities in the RMX system.  
Network security can be enhanced by separation of the Signaling and  
Management Networks.  
RMX Users can be disabled by the administrator, or automatically  
when inactive. Disabled Users can be enabled by the administrator.  
Enhanced Security Environment can be implemented.  
In such an environment, the following attributes are implemented:  
Password management:  
Strong Passwords and password re-use / history rules,  
password aging rules, password change frequency and  
forcing password change  
Conference and Chairman Passwords  
Locking out Users  
Displaying the User Login record  
Controlling the User Sessions includes:  
Limiting the maximum number of concurrent user sessions  
Connection Timeout  
User session timeout  
Limiting the maximum number of users that can connect to  
the system  
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Chapter 1-System Overview  
Conference Management and Monitoring Features  
The Polycom RMX 1500/2000/4000 Web Client provides capabilities for  
management and monitoring of participants and conferences, including  
the following:  
Automatic termination of idle (no participants) conferences.  
Automatic extension of conference duration.  
Control of listening and broadcasting audio volume for individual  
participants.  
Auto Gain Control (AGC) noise and audio volume regulation for  
individual participants.  
Conference control via DTMF codes from participant’s endpoint or  
telephone.  
Entry, exit and end-of-conference indications.  
Media encryption.  
Active display of all conferences and participants with option to limit  
display in secured conferences.  
Real-time monitoring of each participant’s connection status and  
properties.  
Multiple drag & drop of participants.  
Easily accessed Call Detail Records  
Active display of all system resources.  
Operator Assistance & Participant Move for conferences in  
Continuous Presence mode.  
Application features  
Customizable voice messages.  
Configurable new event alert.  
Easily accessible Call Detail Records (CDR) for administrator.  
Recording to an external device.  
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Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only  
Card Configuration Modes  
Two Card Configuration Modes are supported:  
MPM Mode – Supported with MPM cards on the current, and all  
previous RMX versions. Applicable to RMX 2000 only.  
MPM+ Mode – Supported from Version 4.0, with MPM+ cards  
installed in the RMX 2000 and RMX 4000. It offers:  
Two Video/Voice Resource Capacity resource allocation modes for  
increased control over system resource allocation.  
Enhanced Resource Report for more accurate system  
management.  
MPMx Mode – Supported from Version 7.0, with MPMx cards  
installed in the RMX 1500 and RMX 4000.  
Prerequisites  
This manual assumes the user has the following knowledge:  
Familiarity with Windows® XP or Vista® operating systems and  
interface.  
Familiarity with Microsoft® Internet Explorer® Version 6 or higher.  
Basic knowledge of video conferencing concepts and terminology.  
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Chapter 1-System Overview  
Workstation Requirements  
The RMX Web Client and RMX Manager applications can be installed in an  
environment that meets the following requirements:  
Minimum Hardware – Intel® Pentium® III, 1 GHz or higher,  
1024 MB RAM, 500 MB free disk space.  
Workstation Operating System – Microsoft® Windows® XP, Vista®  
Network Card – 10/100 Mbps.  
Web Browser - Microsoft® Internet Explorer® Version 6 or higher.  
.Net Framework 2.0 is required and installed automatically.  
If ActiveX installation is blocked please see the RMX 1500/2000/4000  
Administrator’s Guide, "ActiveX Bypass” on page 18-111.  
When installing the RMX Web Client, Windows Explorer >Internet Options>  
Security Settings must be set to Medium or less.  
Windows 7™ Security Settings  
If Windows7 is installed on the workstation, Protected Mode must be  
disabled before downloading the Version 7.0 software to the workstation.  
To disable Protected Mode:  
1
In the Internet Options dialog box, click the Security tab.  
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Polycom RMX 1500/2000/4000 Getting Started Guide for Audio Only  
The Security tab is displayed.  
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Chapter 1-System Overview  
2
Clear the Enable Protected Mode check box for each of the following  
tabs:  
Internet  
Local intranet  
Trusted sites  
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3
After successful connection to RMX, the Enable Protected Mode check  
boxes can be selected to enable Protected Mode for the following tabs:  
Internet  
Local intranet  
Internet Explorer 8 Configuration  
When using Internet Explorer 8 to run the RMX Web Client or RMX  
Manager applications, it is important to configure the browser according  
to the following procedure.  
To configure Internet Explorer 8:  
1
2
Close all browsers running on the workstation.  
Use the Windows Task Manager to verify that no iexplore.exe processes  
are running on the workstation. If any processes are found, use the  
End Task button to end them.  
3
4
Open Internet Explorer but do not connect to the RMX.  
In the Internet Explorer menu bar select Tools >> Internet Options.  
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Chapter 1-System Overview  
The Internet Options dialog box is displayed with General tab open.  
5
In the Browsing history section, click the Delete button.  
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The Delete Browsing History dialog box is displayed.  
6
7
8
9
Select the Temporary Internet files and Cookies check boxes.  
Click the Delete button.  
The Delete Browsing History dialog box closes and the files are deleted.  
In the Internet Options dialog box, click the Settings button.  
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Chapter 1-System Overview  
The Temporary Internet Files and History Settings dialog box is  
displayed.  
10 Click the View objects button.  
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The Downloaded Program Files folder containing the installed Program  
Files is displayed.  
11 Select the CEMAClassLoaderCntl Object file  
12 Press the Delete key on the workstation.  
13 Close the Downloaded Program Files folder and the Temporary Internet  
Files and History Settings dialog box.  
14 In the Internet Options dialog box, click the OK button to save the  
changes and close the dialog box.  
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Chapter 1-System Overview  
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2
First Time Installation and  
Configuration  
First Time Installation and Configuration of the Polycom RMX 1500/2000/4000  
consists of the following procedures:  
Preparations  
1
Preparations:  
Gather Network Equipment and Address Information - get the  
information needed for integrating the RMX into the local  
network.  
Unpack the RMX.  
Hardware  
Installation  
and  
Setup  
Modify the Management Network parameters on the USB Key.  
2
3
Hardware Installation and Setup  
First Entry  
Power-up and  
Configuration  
Mount the RMX in a rack.  
Connect the necessary cables.  
First Entry Power-up and Configuration  
Power up the RMX.  
Register the RMX.  
Connect to the RMX  
Configure the Default IP Network Service.  
Configure the ISDN/PSTN Network Service.  
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Chapter 2-First Time Installation and Configuration  
Preparations  
Gather Network Equipment and Address Information  
IP Services  
The IP addresses and network parameters which enable communication  
between the RMX, its management application and the conferencing  
devices are organized in two IP services:  
Preparations  
Management Network (Control Unit)  
Default IP Service (Conferencing Service)  
Hardware  
Installation  
and  
During the First Entry Configuration, the parameters of these two network  
services are modified to comply with your local network settings.  
Setup  
Management Network  
The Management Network enables communication between the RMX  
Control Unit and the RMX Web Client and is used to manage the RMX.  
First Entry  
Power-up and  
Configuration  
The RMX is shipped with default IP addresses as listed in Table 2-1.  
Management Network Definition  
The definition of the Management Network can be done by two methods:  
USB key (recommended method) – The system is shipped with a  
USB key containing the default IP addresses for the control unit and  
the shelf management.  
These defaults are first modified in the PC and then uploaded to the  
RMX.  
Direct connection – Creating a private network between the RMX  
and the computer and modifying the management network  
parameters using Fast Configuration Wizard in the RMX Web Client.  
For more information, see the RMX 1500/2000/4000 Administrator’s  
Guide, ”Configuring Direct Connections to RMX” on page G-1.  
Default IP Service (Conferencing Service)  
The Default IP Service (Conferencing Service) is used to configure and  
manage communications between the RMX and conferencing devices.  
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IP Network Services Required Information  
When installing an RMX unit, these default IP addresses must be  
modified to your local network settings. Therefore it is important that  
before powering the RMX unit up for the first time, that you obtain the  
information needed to complete the Local Network Settings section of  
the table from your network administrator.  
For RMX 1500, the network administrator should allocate three IP  
addresses in the local network for an MCU with a MPMx card.  
For RMX 2000, the network administrator should allocate four IP  
addresses in the local network for an MCU with one MPM/MPM+/MPMx  
card and five IP addresses for an MCU with two MPM/MPM+/MPMx  
cards.  
For RMX 4000, the network administrator should allocate four IP  
addresses in the local network for an MCU with one MPM+/MPMx card  
and up to seven IP addresses for an MCU with up to four MPM+/MPMx  
cards.  
Table 2-1 Network Equipment and Address Information  
Parameter  
Factory Default  
Local Network Settings  
Control Unit  
IP Address  
192.168.1.254  
Control Unit  
Subnet Mask  
255.255.255.0  
192.168.1.1  
Default Router IP  
Address  
Shelf Management IP  
Address  
192.168.1.252  
Signaling Host IP  
address  
Media Board IP  
address (MPM 1)  
Media Board IP  
address (MPM 2)  
RMX 2000/4000 only  
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Chapter 2-First Time Installation and Configuration  
Table 2-1 Network Equipment and Address Information (Continued)  
Parameter  
Factory Default  
Local Network Settings  
Media Board IP  
address (MPM 3)  
RMX 4000 only  
Media Board IP  
address (MPM 4)  
RMX 4000 only  
Gatekeeper IP  
address (optional)  
DNS IP address  
(optional)  
SIP Server IP  
address (optional)  
ISDN/PSTN Services  
The ISDN/PSTN Network Service is used to define the properties of the  
ISDN/PSTN switch and the ISDN lines running from the ISDN/PSTN  
switch to the ISDN card installed in the RMX.  
Before configuring the ISDN/PSTN Network Service, obtain the  
following information from your ISDN/PSTN Service Provider:  
Switch Type  
Line Coding and Framing  
Numbering Plan  
Numbering Type  
Dial-in number range  
If the RMX is connected to the public ISDN Network, an external CSU or similar  
equipment is needed.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Unpacking the RMX  
Unpacking the RMX 1500  
To unpack and lift the RMX 1500:  
1
When you receive the RMX 1500 packing case, inspect the equipment  
for damage and verify that the components match the packing slip.  
2
Open the top cover of the RMX 1500 packing case and make sure that  
the Installation Accessories kit contains the power cables and a USB  
Key.  
3
Remove the top cover, lift the RMX 1500 from the package and place  
it on a flat surface.  
Write down the RMX’s serial number that is on a sticker on the back of the unit.  
It will be needed for product registration later in the process.  
Unpacking the RMX 2000  
To unpack and lift the RMX 2000:  
1
When you receive the RMX 2000 packing case, inspect the equipment  
for damage and verify that the components match the packing slip.  
2
Open the top cover of the RMX 2000 packing case and make sure that  
the Installation Accessories kit contains the power cables and a USB  
Key.  
3
Remove the top cover, lift the RMX 2000 from the package and place  
it on a flat surface.  
Write down the RMX’s serial number that is on a sticker on the back of the unit.  
It will be needed for product registration later in the process.  
Unpacking the RMX 4000  
To unpack and lift the RMX 4000:  
1
2
3
When you receive the RMX 4000 packing case, inspect the equipment  
for damage and verify that the components match the packing slip.  
The RMX 4000 is shipped in a packing case with Stratocell®  
packaging, and the top cover must be unlocked and lifted.  
Open the top cover of the packing case.  
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Chapter 2-First Time Installation and Configuration  
Two boxes are placed on the top Stratocell®, labelled:  
Installation Accessories. This kit contains the power cables and a  
Disk-on Key (DOK).  
Rack Installation Accessories. This kit contains the accessories for  
the 19” & 23” racks as follows:  
Table 2-2 19” & 23” Rack Installation Accessories Package  
Item ID  
Description  
Quantity  
MEC2474A-L0  
Chassis runner for rack installation  
on the RMX 4000. 19” & 23” racks  
both require that these runners be  
installed on the rack.  
2
MEC2475A-L0  
23" bracket to be fitted to the front of  
the RMX 4000.  
2
Make sure that boxes contain all the required parts.  
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4
Remove the boxes and top Stratocell® and open the anti-static plastic  
bag wrapping the RMX.  
5
Holding the handle on each side, lift the RMX 4000 from the box, and  
place it on a flat surface or in a rack. Remove any packaging material  
prior to positioning the RMX 4000.  
Attention:  
Two people are required to lift the MCU out of the box and when installing it in a  
rack.  
Write down the RMX’s serial number that is on a sticker on the back of the unit.  
It will be needed for product registration later in the process.  
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Chapter 2-First Time Installation and Configuration  
Modifying the Factory Default Management Network  
Settings on the USB Key  
The USB key contains a text file, lan.cfg, which holds the factory default IP  
address parameters. These parameters must be modified to your local  
network settings using the LAN Configuration Utility, also on the USB key.  
To modify the USB key settings:  
1
Take the USB Key from the Installation Accessories kit and insert it into  
the PC workstation and double-click LanConfigUtility.exe to start  
the utility.  
The LAN Configuration Utility dialog box opens.  
2
Modify the following parameters in the utility’s dialog box using the  
information supplied by your network administrator.  
Control Unit IP Address  
Shelf Management IP Address  
Subnet Mask  
Default Router IP Address  
3
4
Click OK.  
Remove the USB Key from the PC.  
The USB key is required for first entry power-up.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Hardware Installation and Setup  
The RMX 1500/RMX 2000 unit should be mounted in a 19”rack in a well  
ventilated area. The RMX 4000 unit can be mounted in a 19” or 23”rack in  
a well ventilated area. It is important to adhere to the Site Requirements as  
described in the RMX 1500 & RMX 1500/2000/4000 Hardware Guides, ”Site  
Requirements” on page 1-3.  
Installing the RMX 1500  
For detailed instructions, precautions and requirements for installing the RMX  
1500 refer to the Polycom RMX 1500 Hardware Guide.  
The following procedures have to be performed to install the RMX 1500 in  
your site:  
Installing the RMX in a rack or as a standalone  
Connecting the RMX 1500 to the power source  
Connecting the network (LAN, IP and ISDN) cables to the RMX.  
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Chapter 2-First Time Installation and Configuration  
Mounting the RMX 1500 in a Rack  
There are two methods for installing the RMX in a 19” rack:  
Using rack brackets on the RMX 1500– Install rack brackets,  
supplied by the rack manufacturer, in the rack. Mount the RMX 1500  
on top of the rack brackets. Fasten the RMX to the rack with screws  
through the four holes in the RMX’s front mounting brackets.  
Using a shelf – Install the shelf, supplied by the rack manufacturer,  
in the rack. Mount the RMX on the shelf. Fasten the RMX to the rack  
with screws through the four holes in the RMX’s front mounting  
brackets.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Connecting Cables on the RMX 1500  
To connect the cables:  
For the RTM-IP 1500 module:  
Connect the Media cable to LAN 2 port.  
Connect the Network cables to the MNG (Signaling) port &  
MNGB (Management Network) port.  
(Optional) Connect the Shelf Management cable to the Shelf port.  
For the RTM ISDN 1500 module:  
Connect the E1/T1 cables to their PRI (1-4) ports.  
E1/T1 PRI  
LAN 2; media, MNG; signaling,  
Power Cable  
Connection(s)  
MNGB; management & Shelf  
Figure 2-1 RMX 4000 Rear Panel View with AC Power and Communication  
Cables  
The LAN3 & LAN4 ports are not be used and the plastic caps covering those  
ports should not be removed.  
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Chapter 2-First Time Installation and Configuration  
Installing the RMX 2000  
For detailed instructions, precautions and requirements for installing the RMX  
2000 refer to the Polycom RMX 2000 Hardware Guide.  
The following procedures have to be performed to install the RMX  
2000 in your site:  
Installing the RMX in a rack or as a standalone  
Connecting the RMX 2000 to the power source  
Connecting the network (LAN, IP and ISDN) cables to the RMX  
Mounting the RMX 2000 in a Rack  
There are two methods for installing the RMX in a 19” rack:  
Using rack brackets on the RMX 2000– Install rack brackets,  
supplied by the rack manufacturer, in the rack. Mount the RMX 2000  
on top of the rack brackets. Fasten the RMX to the rack with screws  
through the four holes in the RMX’s front mounting brackets.  
Using a shelf – Install the shelf, supplied by the rack manufacturer,  
in the rack. Mount the RMX on the shelf. Fasten the RMX to the rack  
with screws through the four holes in the RMX’s front mounting  
brackets.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Connecting Cables on the RMX 2000  
Do not remove the protective caps from LAN1, LAN3 and ShMG ports.  
Connect the following cables to the back panel:  
Power cable  
LAN cable to LAN 2 Port  
E1/T1 Cables to PRI Ports  
E1/T1 PRI Connection  
LAN 2 Connection  
Power  
Cable  
To maximize conferencing performance, especially in high bit rate call  
environments, a 1Gb connection is recommended.  
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Chapter 2-First Time Installation and Configuration  
Installing the RMX 4000  
The following procedures have to be performed to install the RMX 4000 in  
your site:  
Mounting the RMX in a rack  
Connecting the RMX 4000 to the power source  
Connecting the network (LAN, IP and ISDN) cables to the RMX  
Mounting the RMX 4000 in a Rack  
Either place the RMX 4000 on a hard, flat surface such as a desktop or  
mount it on a 19”/23” rack.  
For a detailed description of the safety requirements and precautions and the  
installation of the RMX 4000 as a standalone, in a 23” rack, or reverse mounting  
the RMX 4000 on a 19” rack, see the RMX 4000 Hardware Guide.  
To install the RMX 4000 in a 19”rack:  
Using rack brackets on the RMX 4000  
Install chassis runners supplied by Polycom, in the rack.  
Mount the RMX 4000 on top of the rack brackets.  
Fasten the RMX to the rack with screws through the eight holes  
in the RMX’s front mounting brackets.  
Using a shelf  
Install the shelf, supplied by the rack manufacturer, in the rack.  
Mount the RMX on the shelf.  
Fasten the RMX to the rack with screws through the four holes in  
the RMX’s front mounting brackets.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Connecting the RMX 4000 to the Power Sources  
The size of the protective earthing conductor & cable should be a minimum of  
10AWG.  
Connect the following power cables to the RMX 4000 back panel:  
AC Power Supply connections:  
1
Insert power cables to each of the three AC Power Entry Modules  
(PEMs).  
Power Cables  
Figure 2-2 RMX 4000 Rear Panel View with AC Power  
DC Power Supply connections:  
On the DC Power Rail Modules set the two circuit breakers to OFF.  
1
Two types of circuit breakers can be installed on the DC Power Rail Module  
(PRM). For more information, see the RMX 4000 Hardware Guide.  
2
Ensure that the cables from the Main that supplies electricity to the  
DC power units are OFF or disconnected.  
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Chapter 2-First Time Installation and Configuration  
3
4
Remove the transparent plastic caps on the terminal block.  
Using the two wires of an 10 AWG cable running from the DC power  
distribution unit, connect the black wire into the -48VDC terminal  
block and the red wire to the RTN terminal block.  
A 10 AWG cable must be used to connect the mains with the RMX 4000 DC  
Power Rail Model.  
The supply wires for DC version must be terminated using quick connectors.  
Extension cords may not be used.  
ESD connector  
Ground connector  
Circuit breaker - ON  
position  
Circuit breaker - OFF  
position  
Blank panel  
-48 VDC  
RTN  
The center PRM slot/module is fitted with a blank panel and the slot cannot be  
used on a system with DC Voltage.  
5
Connect the green or green-yellow wire to the system single-point  
M6x15 “Ground” bolt.  
The rating of the protective earthing conductor should be a minimum of 10AWG.  
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If the unit is rack mounted, the single-point ground on the MCU must  
be connected to the rack with a single conductor and fixed as to  
prevent loosening. When using bare conductors, they must be coated  
with an appropriate antioxidant compound before crimp connections  
are made. Tinned, solder-plated or silver plated connectors do not  
have to be prepared in this manner.  
6
7
8
Replace the transparent plastic caps on the terminal block.  
Turn ON the Main that supplies power to the RMX.  
Turn ON the circuit breaker on each of the DC Power Rail Modules.  
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Chapter 2-First Time Installation and Configuration  
Connecting Cables on the RMX 4000  
To connect the cables (AC and DC systems):  
RTM-IP 4000:  
Connect the Management Network cable to LAN 2.  
Connect the Signalling cable to LAN 3.  
Connect the Shelf Management cable to LAN 6.  
For each installed RTM LAN - Connect the LAN cable to LAN 2.  
For each installed RTM ISDN:  
Connect the E1/T1 cables to their PRI Ports.  
Connect the LAN cable to LAN 1.  
LAN Connections to RTM LAN  
E1/T1 Connection to RTM ISDN  
Signalling  
Network  
Management  
Network  
Shelf  
Manage-  
ment  
Off/On  
switch  
Power Cables  
Figure 2-3 RMX 4000 Rear Panel View with AC Power and Communication  
Cables  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
First Entry Power-up and Configuration  
There are four procedures necessary for setup of the new RMX. It is  
important that they are performed in the following sequence:  
Preparations  
1
2
3
4
First-time Power-up  
Product Registration.  
Connection to MCU.  
Hardware  
Installation  
and  
Modifying the Default IP and ISDN/PSTN Service Settings (Fast  
Configuration Wizard).  
Setup  
First Entry  
Power-up and  
Configuration  
Procedure 1: First-time Power-up  
To power-up for the first time using the USB key:  
1
Insert the USB key containing the modified IP addresses in USB port  
on the RMX 1500 front panel and RMX 2000/4000 back panel.  
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Chapter 2-First Time Installation and Configuration  
2
Power the RMX On.  
AC System - Turn ON the power by pressing on the power switch  
located on the rear panel of the RMX 1500/2000/4000.  
DC System (RMX 4000) - Turn ON the Main that supplies power to  
the RMX and then turn ON each of the DC power rail modules.  
The parameters in the lan.cfg file are uploaded from the USB key to  
the RMX’s memory and applied during the power-up sequence.  
System power-up sequence may take up to five minutes.  
During the First-time Power-up the red ERR LED on the RMX’s front  
panel remains ON until both the Management and IP Network Services  
have been defined.  
When the RMX's configuration is completed (including the  
Management and IP Network Services), and if there are no System  
Errors, the green RDY LED on the CNTL module (on the RMX’s front  
panel) turns ON.  
3
Remove the USB key.  
Procedure 2: Product Registration  
Before the RMX can be used, it is necessary to register the product and  
obtain an Activation Key.  
During first-time power-up, the Product Activation dialog box is displayed,  
requesting you to enter an Activation Key.  
Obtaining the Activation Key  
1
Access the Service & Support page of the Polycom website at:  
http://support.polycom.com  
2
3
4
Login with your Email Address and Password or register as a new user.  
Select Product Registration.  
Follow the on-screen instructions for Product Registration and Product  
Activation. (The RMX’s serial number is on a sticker on the back of the  
unit, if needed.)  
5
When the Product Activation Key is displayed, write it down or copy it  
for later pasting into the Activation Key field of the Product Activation  
dialog box.  
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Procedure 3: Connection to MCU  
If Windows7™ is installed on the workstation, Protected Mode must be  
disabled before connecting to the MCU running Version 6.0 software.  
For more information see ”Windows 7™ Security Settings” on page 1-12.  
1
Start the RMX Web Client application on the workstation.  
a
In the browser’s address line, enter the IP address of the Control  
Unit in the format: http://<Control Unit IP Address>, as  
defined in the USB key.  
b
Press Enter.  
The RMX Web Client Login screen is displayed.  
2
In the RMX Web Client Login screen, enter the default Username  
(POLYCOM) and Password (POLYCOM) and click Login.  
The RMX Web Client opens and the Product Activation dialog box  
appears with the serial number filled in:  
3
4
In the Activation Key field, enter or paste the Product Activation Key  
obtained earlier.  
Click OK.  
As no Default IP Network Service is defined, the system automatically  
starts the Fast Configuration Wizard.  
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Chapter 2-First Time Installation and Configuration  
Procedure 4: Modifying the Default IP Service and ISDN/  
PSTN Network Service Settings  
The Fast Configuration Wizard assists in configuring the Signaling Network  
Service. It starts automatically if no Signaling Network Service is defined.  
This happens during First Time Power-up, before the service has been  
defined or if the Signaling Service has been deleted, followed by an RMX  
restart.  
The IP Management Service tab in the Fast Configuration Wizard is enabled  
only if the factory default Management IP addresses were not modified.  
On the RMX 1500, RMX 2000 and RMX 4000, IPv4 is the default protocol for  
setting the Network Service in the Fast Configuration Wizard.  
If IPv6 addressing is required, complete the Fast Configuration Wizard and  
then:  
1 Modify the Management Network to use IPv6 addressing or IPv4 and IPv6  
addressing.  
2 Restart the RMX.  
3 Use the Fast Configuration Wizard which will now include IPv6 addressing  
or IPv4 & IPv6 addressing options to configure the Signaling Network  
Service.  
For detailed description of the IP Network Services, see the RMX 1500/2000/  
4000 Administrator’s Guide.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Fast Configuration Wizard  
1
Enter the required IP information in the dialog box.  
RMX 1500  
RMX 2000  
RMX 4000  
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Chapter 2-First Time Installation and Configuration  
Table 2-3 Fast Configuration Wizard – IP Signaling  
Field  
Description  
Network Service  
Name  
The name Default IP Service is assigned to the IP  
Network Service by the Fast Configuration Wizard.  
This name can be changed.  
Note: This field is displayed in all IP Signaling dialog  
boxes and can contain character sets that use  
Unicode encoding.  
Signaling Host  
IP Address  
Enter the address to be used by IP endpoints when  
dialing in to the MCU.  
Dial out calls from the RMX are initiated from this  
address.  
This address is used to register the RMX with a  
Gatekeeper or a SIP Proxy server.  
Media Card 1-4  
IP Addresses  
Enter the IP address(es) of the media card (s)  
(MPM/MPM+/MPMx 1 and MPM/MPM+/MPMx 2-4  
(if installed)) as provided by the network  
administrator. Endpoints connect to conferences  
and transmit call media (video, voice and content)  
via these addresses.  
Subnet Mask  
Enter the subnet mask of the MCU.  
Default value: 255.255.255.0.  
If Secured Communication is required on the RMX: complete the Fast  
Configuration Wizard, Login, install the Certificate and then enable Secured  
Communication Mode.  
2
Click Next.  
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3
Enter the required Routers information in the dialog box.  
Table 2-4 Fast Configuration Wizard – Routers  
Field  
Description  
Default Router  
IP Address  
Enter the IP address of the default router.  
4
Click Next.  
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Chapter 2-First Time Installation and Configuration  
5
Enter the required DNS information in the dialog box.  
Table 2-5 Fast Configuration Wizard – DNS  
Field  
Description  
MCU Host Name  
Enter the name of the MCU on the network.  
Default name is RMX.  
DNS  
Select:  
Off – if DNS servers are not used in the network.  
Specify – to enter the IP addresses of the DNS  
servers.  
Note: The IP address fields are enabled only if  
Specify is selected.  
Register Host  
Names  
Automatically to  
DNS Server  
Select this option to automatically register the MCU  
Signaling Host and Shelf Management with the DNS  
server.  
Local Domain  
Name  
Enter the name of the domain where the MCU is  
installed.  
Primary DNS  
The static IP address of the primary DNS server.  
Server IP Address  
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6
7
Click Next.  
Select the IP Network Type: H.323, SIP or H.323 & SIP.  
8
9
Click Next.  
If you selected SIP only, go to Step 13.  
10 Enter the required Gatekeeper information in the dialog box.  
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Chapter 2-First Time Installation and Configuration  
Table 2-6 Fast Configuration Wizard – Gatekeeper  
Field  
Description  
Gatekeeper  
Select Specify to enable configuration of the  
gatekeeper IP address.  
When Off is selected, all gatekeeper options are  
disabled.  
Primary Gatekeeper  
IP Address or  
Name  
Enter either the gatekeeper’s host name (if a DNS  
Server is used) or IP address.  
MCU Prefix in  
Gatekeeper  
Enter the string with which the MCU registers itself  
with the gatekeeper.  
The gatekeeper uses this string to identify the MCU  
when forwarding calls to it.  
H.323 endpoints use this number as the first part of  
their dial-in string when dialing the MCU.  
Aliases  
Alias  
The alias that identifies the RMX’s Signaling Host  
within the network. Up to five aliases can be defined  
for each RMX.  
Note: When a gatekeeper is specified, at least one  
prefix or alias must be entered in the table.  
Type  
The type defines the format in which the card’s alias  
is sent to the gatekeeper. Each alias can be of a  
different type:  
H.323 ID (alphanumeric ID)  
E.164 (digits 0-9, * and #)  
Email ID (email address format,  
e.g. abc@example.com)  
Participant Number (digits 0-9, * and #)  
Note: Although all types are supported, the type of  
alias to be used depends on the gatekeeper’s  
capabilities.  
11 Click Next.  
12 If you selected H.323 only, go to Step 15.  
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13 Enter the required SIP Server information in the dialog box.  
Table 2-7 Fast Configuration Wizard – SIP Server  
Field  
Description  
SIP Server  
Select:  
Specify – to manually configure SIP servers.  
Off – if SIP servers are not present in the  
network.  
SIP Server IP  
Address  
Enter either the IP address of the preferred SIP  
server or its host name (if a DNS server is used).  
Transport Type  
Select the protocol that is used for signaling between  
the MCU and the SIP Server or the endpoints  
according to the protocol supported by the SIP  
Server:  
UDP – Select this option to use UDP for signaling.  
TCP – Select this option to use TCP for signaling.  
TLS – The Signaling Host listens on secured port  
5061 only and all outgoing connections are  
established on secured connections. Calls from SIP  
clients or servers to non secured ports are rejected.  
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Chapter 2-First Time Installation and Configuration  
Table 2-7 Fast Configuration Wizard – SIP Server (Continued)  
Field  
Description  
Transport Type  
(cont.)  
The following protocols are supported:  
TLS 1.0  
SSL 2.0  
SSL 3.0.  
14 Click Next.  
Enter the required Security information in the dialog box.  
Table 2-8 Fast Configuration Wizard – Security  
Field  
Description  
Authentication  
User Name  
Enter the conference, Entry Queue or Meeting  
Room name as registered with the proxy.  
This field can contain up to 20 ASCII characters.  
Authentication  
Password  
Enter the conference, Entry Queue or Meeting  
Room password as defined in the proxy.  
This field can contain up to 20 ASCII characters.  
15 Click Next.  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
The IP Network Service is created and confirmed.  
16 Click OK.  
During the initial RMX setup, if the system detects the presence of the  
RTM ISDN card, the ISDN /PSTN Network Service definition screens of the  
Fast Configuration Wizard are enabled.  
If there is no RTM ISDN card in the RMX or if you do not want to define  
an ISDN/PSTN Network Service, go to Step 33..  
A new ISDN/PSTN Network Service can be defined even if no RTM ISDN card is  
installed in the system but only via the ISDN/PSTN Network Service ->Add New  
Service dialog box.  
The Fast Configuration Wizard’s ISDN/PSTN configuration sequence  
begins with the ISDN/PSTN dialog box:  
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17 Define the following parameters:  
Table 2-9 Fast Configuration Wizard – ISDN Service Settings  
Field  
Description  
Network Service  
Name  
Specify the service provider’s (carrier) name or  
any other name you choose, using up to 20  
characters. The Network Service Name identifies  
the ISDN/PSTN Service to the system.  
Default name: ISDN/PSTN Service  
Note: This field is displayed in all ISDN/PSTN  
Network Properties tabs and can contain  
character sets that use Unicode encoding.  
Span Type  
Select the type of spans (ISDN/PSTN) lines,  
supplied by the service provider, that are  
connected to the RMX. Each span can be defined  
as a separate Network Service, or all the spans  
from the same carrier can be defined as part of  
the same Network Service.  
Select either:  
T1 (U.S. – 23 B channels + 1 D channel)  
E1 (Europe – 30 B channels + 1 D channel)  
Default: T1  
Note: Only one Span Type (E1 or T1) is supported  
on the RMX. If you define the first span as type E1  
all other spans that you may later define must also  
be of type E1.  
Service Type  
PRI is the only supported service type. It is  
automatically selected.  
18 Click Next.  
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The PRI Settings dialog box opens.  
19 Define the following parameters:  
Table 2-10 Fast Configuration Wizard – PRI Settings  
Field  
Description  
Default Num Type  
Select the Default Num Type from the list.  
The Num Type defines how the system handles the  
dialing digits. For example, if you type eight dialing  
digits, the Num Type defines whether this number is  
national or international.  
If the PRI lines are connected to the RMX via a  
network switch, the selection of the Num Type is  
used to route the call to a specific PRI line. If you  
want the network to interpret the dialing digits for  
routing the call, select Unknown.  
Default: Unknown  
Note: For E1 spans, this parameter is set by the  
system.  
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Table 2-10 Fast Configuration Wizard – PRI Settings (Continued)  
Field  
Description  
Num Plan  
Select the type of signaling (Number Plan) from the  
list according to information given by the service  
provider.  
Default: ISDN  
Note: For E1 spans, this parameter is set by the  
system.  
Net Specific  
Select the appropriate service program if one is  
used by your service provider (carrier).  
Some service providers may have several service  
programs that can be used.  
Default: None  
Dial-out Prefix  
Enter the prefix that the PBX requires to dial out.  
Leave this field blank if a dial-out prefix is not  
required.  
The field can contain be empty (blank) or a numeric  
value between 0 and 9999.  
Default: Blank  
20 Click Next.  
The Span Definition dialog box opens.  
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21 Define the following parameters:  
Table 2-11 Fast Configuration Wizard – Spans Definition  
Field  
Description  
Framing  
Select the Framing format used by the carrier for  
the network interface from the list.  
For T1 spans, default is SFSF.  
For E1 spans, default is FEBE.  
Side  
Select one of the following options:  
User side (default)  
Network side  
Symmetric side  
Note: If the PBX is configured on the network side,  
then the RMX unit must be configured as the user  
side, and vice versa, or both must be configured  
symmetrically.  
Line Coding  
Switch Type  
Select the PRI line coding method from the list.  
For T1 spans, default is B8ZS.  
For E1 spans, default is HDB3.  
Select the brand and revision level of switch  
equipment installed in the service provider’s central  
office.  
For T1 spans, default is AT&T 4ESS.  
For E1 spans, default is EURO ISDN.  
22 Click Next.  
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The Phones dialog box opens.  
23 Click Add to define dial-in number ranges.  
The Add Phone Number dialog box opens.  
24 Define the following parameters:  
Table 2-12 Fast Configuration Wizard – Add Phone Numbers  
Field  
Description  
First Number  
Last Number  
The first number in the phone number range.  
The last number in the phone number range.  
A range must include at least two dial-in numbers.  
A range cannot exceed 1000 numbers.  
25 Click OK.  
The new range is added to the Dial-in Phone Numbers table.  
26 Optional. Repeat steps 23 to 24 to define additional dial-in ranges.  
27 In the Phones tab enter the MCU CLI (Calling Line Identification).  
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With dial-in connections, the MCU CLI indicates the MCU’s number  
dialed by the participant. In a dial-out connection, indicates the MCU  
(CLI) number as seen by the participant.  
28 Click Save & Continue.  
After clicking Save & Continue, you cannot use the Back button to  
return to previous configuration dialog boxes.  
The ISDN/PSTN Network Service is created and is added to the ISDN/  
PSTN Network Services list.  
If the system cannot create the ISDN/PSTN Network Service, an error  
message is displayed indicating the cause and allowing you access  
the appropriate dialog box in the Fast Configuration Wizard for  
corrective action.  
29 Click OK to continue the configuration.  
The Spans dialog box opens displaying the following read-only fields:  
Attached  
Spans  
Spans  
Table  
ID – the connector on the RTM ISDN card (PRI1 to PRI12).  
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Slot – the MPM/MPM+/MPMx card that the RTM ISDN /  
RTM ISDN 1500 card is connected to (RMX 2000: MPM 1/MPM2  
RMX 4000: MPM1/MPM2/MPM3/MPM4).  
On the RMX 1500, the Slot field does not appear.  
Service – the ISDN/PSTN Network Service to which the span is  
assigned.  
Clock Source indicates if ISDN signaling synchronization is  
being supplied by the Primary or Secondary clock source. The first  
span to synchronize becomes the Primary clock source.  
State – the System Alert level of the span (Major, Minor). If there  
are no span related alerts, this column contains no entries.  
30 Click the check boxes in the Attached field to attach spans (E1 or T1  
PRI lines) to the network service named in the Network Service Name  
field.  
The Spans Table displays the configuration of all spans and all ISDN  
network services in the system.  
When using the Fast Configuration Wizard during First Entry  
Configuration, you are defining the first ISDN/PSTN Network Service in  
the system. Spans can only be attached to this service.  
Additional ISDN/PSTN Network Services can be defined by using the  
ISDN/PSTN Network Services > New PSTN Service button in the  
RMX Web Client.  
Spans can be attached to, or moved between ISDN network services  
by using the ISDN/PSTN Network Services > ISDN Properties >  
Spans tab in the RMX Web Client.  
Each ISDN RTM card can support either 7 E1 or 9 T1 PRI lines (E1  
and T1 connections cannot be used simultaneously).  
31 Click Next.  
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The System Flags dialog box is displayed.  
32 Enter the required System Flags information in the dialog box.  
Table 2-13 Fast Configuration Wizard – System Flags  
Field  
Description / Default  
The number of digits of the  
Conference ID to be assigned  
by the MCU.  
Conference  
ID Length  
(MCU)  
Range: 2-16 (Default: 5)  
Minimum  
Conference  
ID Length  
(User)  
The minimum number of digits  
that the user must enter when  
manually assigning a numeric  
ID to a conference.  
Note: Selecting 2  
digits limits the  
number of  
simultaneous ongoing  
conferences to 99.  
Range: 2-16 (Default: 4)  
Maximum  
Conference  
ID Length  
(User)  
The maximum number of digits  
that the user can enter when  
manually assigning a Numeric  
ID to a conference.  
Range: 2-16 (Default: 8)  
MCU Display  
Name  
The MCU name is displayed on the endpoint’s screen.  
Default name: Polycom RMX 1500/2000/4000  
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Table 2-13 Fast Configuration Wizard – System Flags (Continued)  
Field  
Description / Default  
Terminate  
Conference  
when  
When Yes is selected (default), the conference ends  
when the chairperson exits even if there are other  
participants connected.  
Chairperson  
Exits  
When No is selected, the conference automatically ends  
at the predefined end time, or when all the participants  
have disconnected from the conference.  
Auto Extend  
Conferences  
When Yes is selected (default), allows conferences  
running on the RMX to be automatically extended as long  
as there are participants connected and there are  
available resources.  
The maximum extension time allowed by the MCU is 30  
minutes.  
These flags can be modified later, if required, by selecting the System  
Configuration option from the Setup menu. For more information, see  
the RMX 1500/2000/4000 Administrator’s Guide, ”System Configuration”  
on page 18-5.  
33 Click Save & Close.  
The RMX confirms successful configuration.  
34 In the Success Message box, click OK.  
35 In the Reset Confirmation dialog box, click Yes.  
36 In the Please wait for system reset message box, click OK.  
System restart may take up to five minutes.  
37 Refresh the browser periodically until the Login screen is displayed.  
38 When the Login screen is displayed, enter your Username and  
Password and click Login.  
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On first entry, the default Username and Password are both POLYCOM.  
In the RMX Web Client’s Main Screen an MCU State indicator displays  
a progress indicator  
showing the time remaining  
until the system start-up is complete.  
39 Create a new User with Administrator permissions and delete the  
default User (POLYCOM).  
For system security reasons the system is not fully configured until  
this step has been performed.  
For more information see the RMX 1500/2000/4000 Administrator’s  
Guide, "Users, Connections and Notes” on page 12-1.  
40 The system is now fully configured and if there are no System Errors,  
the green RDY LED on the CNTL module (on the RMX’s front panel)  
turns ON.  
The Fast Configuration Wizard configures the Default IP Network Service with  
common parameters. Specific or additional settings (e.g. for ICE, or Secured  
Mode) should be performed once the initial configuration is complete. For  
detailed description of the IP Network Services, see the RMX 1500/2000/4000  
Administrator’s Guide.  
User Definition  
The RMX is shipped with a default Administrator user called POLYCOM.  
Once you have defined other authorized administrator users, it is  
recommended to remove the default user to prevent unauthorized users  
from logging into the system.  
For more information, see the RMX 1500/2000/4000 Administrator’s Guide  
”Deleting a User” on page 12-4.  
Selecting the RMX Web Client Languages  
By default, the RMX Web Client interface is displayed only in English.  
However, the system administrator can choose the languages available  
for selection on the Login screen. These languages are represented by  
flags.  
To choose the languages for selection in the Login screen:  
1
On the RMX menu, click Setup > Multilingual Setting.  
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2
Click the check boxes of the languages to appear in the Login screen  
of the RMX Web Client. For more information see the RMX 1500/2000/  
4000 Administrator’s Guide ”Multilingual Setting” on page 18-86.  
If the selected language is not supported by the browser or the  
workstation’s Operating System, the RMX Web Client is displayed in  
English.  
3
4
Click OK.  
Log out and reconnect to the RMX.  
The Login screen will display the flags of the selected languages.  
RMX’s Default Conferencing Settings  
The RMX is shipped with default pre-configured conferencing entities,  
which allow RMX users and participants to start ongoing conferences  
without further configuration.  
The default conferencing entities are:  
Table 2-14 Conferencing Entities  
Entity  
Description  
Meeting Rooms  
Conferences saved on the MCU without using resources.  
They are activated when the first participant dials in.  
There are four Meeting Rooms ready for use:  
Name  
ID  
Maple_Room  
Oak_Room  
Juniper_Room  
Fig_Room  
1001  
1002  
1003  
1004  
Each Meeting Room uses the default Conference Profile  
called Factory Video Profile running at 384Kbps and has  
a default duration of one hour.  
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Table 2-14 Conferencing Entities (Continued)  
Entity  
Description  
Name: Factory Video Profile  
A Conference Profile is assigned to a Meeting Room to  
define its conferencing parameters, such as line rate and  
video resolution.  
Conference  
Profile  
Factory Video Profile contains the video conference  
parameters with a bit rate of 384Kbps, Auto Layout and  
Polycom Skin. The Profile uses an IVR Service called  
Conference IVR Service.  
Conference IVR  
Service  
Name:  
Conference IVR Service  
The Conference IVR Service includes an optional video  
slide and all the voice messages played during the  
participant’s connection process and during the  
conference.  
The Conference IVR Service contains a set of voice  
prompts in English and an optional video slide.  
It automates the participant’s connection to a conference.  
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Table 2-14 Conferencing Entities (Continued)  
Entity  
Description  
Entry Queue  
Name  
ID  
DefaultEQ  
1000  
Using an Entry Queue enables one dial-in number to be  
used for all conferences. In the Entry Queue, participants  
are prompted for information to enable routing to their  
destination conferences.  
A default Entry Queue called DefaultEQ is provided.  
The default Entry Queue is also set to Ad Hoc  
conferencing which allows participants to start new  
conferences without prior definition by entering a  
Conference or Meeting Room ID that is not used by any  
on going conference currently running on the MCU. It  
uses an Entry Queue IVR Service called Entry Queue IVR  
Service.  
The default Welcome Slide displayed at the participants  
endpoint upon connection to the Entry Queue and lists the  
default Meeting Rooms. The participant can select one of  
these Meeting Rooms or enter another ID to start a new  
conference.  
If no Transit Entry Queue is defined, DefaultEQ is the  
default Transit Entry Queue. For more information see the  
RMX 1500/2000/4000 Administrator’s Guide, ”Transit  
Entry Queue” on page 4-9.  
Note: An ISDN/PSTN dial-in number is not assigned to  
the Entry Queue as the number depends on the dial-in  
numbers range defined in the Network Service. It must be  
manually assigned to enable ISDN or PSTN participant  
connections to this Entry Queue. For more information,  
see the RMX 1500/2000/4000 Administrator’s Guide,  
”ISDN/PSTN Network Services” on page 13-46.  
Entry Queue IVR  
Service  
Name:  
Entry Queue IVR Service  
Includes all the voice messages and video slides used to  
guide participants though their connection process to the  
MCU and route them to their destination conference.  
Entry Queue IVR Service is the default Entry Queue IVR  
Service provided for the default Entry Queue.  
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Customizing the RMX’s Default Conferencing Settings  
You can customize the conferencing entities to your organization’s  
requirements:  
To customize the Voice Prompts and Video Slides to different  
organizations, users, languages etc. – first record the required  
messages and create the video slides and then create the appropriate  
conference IVR Service or Entry Queue IVR Service.  
These services must be assigned to the appropriate conference profile  
or Entry Queue. For more information, see the RMX 1500/2000/4000  
Administrator’s Guide, ”IVR Services” on page 14-1.  
To modify the conference properties, such as the conference line  
rate, specific video layout for the conference or the background that is  
used for the video display (skin), create a new Conference Profile.  
This Profile can be used for defining new ongoing conferences,  
Meeting Rooms and Single-dial Entry Queues.  
For more information, see the RMX 1500/2000/4000 Administrator’s  
Guide, ”Defining Profiles” on page 1-9.  
To allow ISDN participants to connect to a single dial Entry Queue  
a dial in number must be assigned to the pre-configured Entry  
Queue.  
To allow participants to connect to a single dial Entry Queue at a  
line rate other than 384 Kbps (as in the default Entry Queue) or play  
voice messages in different languages – create a new Entry Queue.  
For more information, see the RMX 1500/2000/4000 Administrator’s  
Guide, ”Defining a New Entry Queue IVR Service” on page 14-29.  
You can personalize Meeting Rooms for people in your organization  
with predefined conference and chairperson passwords (for added  
security) and allow only authorized people to start on going  
conferences. For more information, see the RMX 1500/2000/4000  
Administrator’s Guide, ”Meeting Rooms” on page 3-1.  
To allow ISDN participants to connect directly to Meeting Rooms a  
dial in number must be assigned to the pre-configured Meeting  
Room.  
The conferencing entities are designed mainly for dial in participants  
without prior definition of participants. You can create your own  
Address Book containing a list of participants to be dialed by the  
MCU. Once defined, these participants can be added to ongoing  
conferences saving the need to define them again.  
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For more information, see the RMX 1500/2000/4000 Administrator’s  
Guide, ”Address Book” on page 5-1.  
You can schedule conferences to start in the future.  
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3
Audio Only Basic  
Configuration and  
Operation  
The RMX unit can be used to run conferences that include only voice  
(Audio Only) participants.  
The RMX system includes special features such as the Interactive Voice  
Response (IVR) functionality, blast dial-out to multiple pre-defined  
participants, chairperson and participant control of conferences using  
DTMF codes, Ad Hoc conferencing and more.  
The RMX system uses voice prompts to guide participants to their  
appropriate conferences. These prompts can be customized to enable  
multilingual support.  
The Polycom RMX conferencing system provides a way to hold meetings  
with participants at multiple remote sites. It enables end-users to conduct  
all types of meetings from the office or from the road using a telephone,  
whether they require a high-level, scheduled, operator-assisted  
conference or the convenience of on-demand or reservationless meeting.  
Participants can connect to conferences using different network  
connections: PSTN/ISDN lines, cellular phones, or VoIP (H.323 or SIP).  
This chapter includes information required to configure the system  
resources, set up, start and monitor conferences and reservations that  
include Audio Only participants and configure the IVR modules.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Starting the RMX Web Client  
Before you begin you need to get the following information from your  
system administrator:  
User name  
Password  
MCU Control Unit IP Address  
To start the RMX Web Client:  
1
In your browser address line, enter  
http://<Control Unit IP Address> and press the Enter key.  
The Login screen is displayed.  
Link to  
RMX  
Manager  
Installer  
2
Enter your Username and Password and click the Login button.  
On first entry, the default Username and Password are both POLYCOM.  
The RMX Web Client main screen is displayed.  
The Login screen contains a link to the RMX Manager installer.  
Using the RMX Manager application, a single user can control a single or  
multiple RMX units as well as conferences from multiple RMXs. RMX 4000 and  
RMX 2000 can be managed and controlled by the RMX Manager application.  
For more information see the RMX 1500/2000/4000 Administrator’s Guide,  
"RMX Manager Application” on page 17-1.  
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RMX Web Client and RMX Manager  
The most common operations performed via the RMX Web Client and  
RMX Manager are:  
Configuration (available only to users with Administrator  
Authorization Level) and MCU status monitoring (available only to  
users with Administrator and Operator Authorization Levels)  
Starting, monitoring and managing conferences  
Monitoring and managing participants and endpoints as individuals  
or groups.  
Participant – A person using an endpoint to connect to a  
conference. When using a Room System, several participants use a  
single endpoint.  
Endpoint – A hardware device, or set of devices, that can call,  
and be called by an MCU or another endpoint. For example, an  
endpoint can be a phone, a camera and microphone connected to  
a PC or an integrated Room System (conferencing system).  
Group – A group of participants or endpoints with a common  
name.  
The RMX Web Client enables users to control and monitor a single RMX  
unit while the RMX Manager enables users to control and monitor  
multiple RMX units from a single interface. Both applications use a  
similar working mode. This chapter describes the RMX Web Client. For  
more information about the RMX Manager, see the RMX 1500/2000/4000  
Administrator’s Guide.  
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RMX Web Client Screen Components  
The RMX Web Client’s main screen consists of five panes:  
Conference List  
List Pane  
RMX Management  
Status Bar  
Address Book  
Conference Templates  
You can login as a user with Chairperson, Operator or Administrator  
authorization. Your Authorization Level determines your viewing and  
system functions.  
For more information see the RMX 1500/2000/4000 Administrator’s Guide,  
"Users, Connections and Notes” on page 12-1.  
The Administrator’s view is shown below:  
Conferences  
List  
List  
RMX  
Management  
Address  
Book  
Conference  
Templates  
Tab  
Status  
Bar  
The main screen can be customized. For more information, see  
"Customizing the Main Screen” on page 3-13.  
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Viewing and System Functionality Permissions  
The RMX Web Client user’s viewing and system functionality depend on  
the authorization level assigned to each user as summarized in Table 3-1:  
Table 3-1 Viewing and System Permissions  
Authorization Level  
Chairperson  
Operator  
Administrator  
Viewing Permissions  
Conference List  
List Pane  
Address Book  
Conference Templates  
Status Bar  
RMX Management  
Conference Alarms  
Conference Status  
Configurations  
System Functionality  
Start Conferences  
Monitor Conferences  
Monitor Participants  
Solve Basic Problems  
Modify MCU Configuration  
In addition to Chairpersons, Operators and Administrators, an Auditor is a user  
type that can view Auditor Files and audit the system. For more information see  
the RMX 1500/2000/4000 Administrator’s Guide "Auditor” on page 18-101.  
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Conferences List  
If you are logged in as a user with Operator or Administrator  
permissions:  
The Conferences pane lists all the conferences currently running on the  
MCU along with their Status, Conference ID, Start Time and End Time data.  
The number of ongoing conferences is displayed in the pane’s title.  
Save Conference  
to Template  
Start/Resume/Pause Recording  
Stop Recording  
Delete Conference  
New Conference  
Toolbar  
List Headers  
Conference Data  
The Conferences list toolbar contains the following buttons:  
New Conference – to start a new ongoing conference.  
Delete Conference – delete the selected conference(s).  
If Conference Recording is enabled the following are displayed in color:  
Start/Resume Recording – start/resume recording.  
Stop Recording – stop recording.  
Pause –  
toggles with the Start/Resume button.  
If you are logged in as a user with Chairperson permissions:  
You can list and monitor conferences you have started or for which  
you have entered the password or that don’t have a Chairperson  
Password assigned.  
A Chairperson Password field and a Refresh button are displayed.  
The Refresh button does not change the Chairperson Password; it  
resfreshes the Conferences list to display all ongoing conferences with  
the requested password.  
For more information see “Using the Chairperson Password for  
Filtering” on page 3-54.  
A Chairperson Password column is included in the conference data.  
Chairperson Password Field  
Refresh Button  
Chairperson Password  
Column  
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List Pane  
The List pane displays details of the item selected in the Conferences pane  
or RMX Management pane. The title of the pane changes according to the  
selected item.  
When selecting an ongoing conference in the Conferences pane, it displays  
the list and parameters of the connected participants.  
Total number of participants  
When selecting an item in the Device Management pane, lists the items  
currently defined for that item. For example, if Users is selected, it  
displays the list of RMX Users defined for the selected RMX.  
RMX Management  
Viewing Permissions  
The RMX Management pane lists the entities that need to be configured to  
enable the RMX to run conferences. Only users with Administrators  
permission can modify these parameters.  
Frequently Used – parameters often configured monitored or  
modified.  
Rarely Used – parameters configured during initial system set-up  
and rarely modified afterward.  
Items can be moved between these two sections to customize the  
management tasks per RMX User. For more details, see "Customizing the  
RMX Management Pane” on page 3-14.  
Status Bar  
The Status Bar at the bottom of the RMX Web Client contains System and  
Participant Alerts tabs as well as Port Usage Gauges and an MCU State  
indicator.  
If the Video/Voice Port Configuration is set to Voice ports, the Video Port  
Usage gauge is displayed, showing 0 ports.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Viewing Permissions  
System Alerts  
This is a list of system problems. The alert indicator flashes red when at  
least one system alert is active. The flashing continues until a user with  
Operator or Administrator permission reviews the list.  
The System Alerts pane is opened and closed by clicking the System Alerts  
button in the left corner of the Status Bar.  
Active  
Alarms  
Faults  
List  
For more information about Active Alarms and Faults List, see the  
RMX 1500/2000/4000 Administrator’s Guide, "System and Participant Alerts”  
on page 18-1.  
Viewing Permissions  
Participant Alerts  
This is a list of participants that are experiencing connection problems. It  
is sorted by conference.  
The Participant Alerts pane is opened and closed by clicking the  
Participant Alerts button in the left corner of the Status Bar.  
   
Viewing Permissions  
Port Usage Gauges  
The Port Usage gauges indicate:  
The total number of Video or Voice ports in the system according to  
the Video/Voice Port Configuration.  
The number of Video and Voice ports in use.  
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The High Port Usage threshold.  
Total Allocated Audio Ports In System  
Audio Ports In Use  
Audio Port Usage Indicator  
Audio High Port Usage Threshold  
The High Port Usage threshold represents a percentage of the total  
number of voice or video ports available. It is set to indicate when  
resource usage is approaching its maximum, resulting in no free resources  
to run additional conferences. When all the system resources are  
allocated as Audio ports, the Video port gauge will always show 0 in the  
various counters. For more details, see "Video/Voice Port Configuration” on  
page 3-18.  
When port usage reaches or exceeds the threshold, the red area of the  
gauge flashes and a System Alert is generated. The default port usage  
threshold is 80% and it can be modified by the system administrator. For  
more information, see the RMX 1500/2000/4000 Administrator’s Guide,  
"Port Usage” on page 18-62.  
Viewing Permissions  
MCU State  
The MCU State indicator displays one of the following:  
– The MCU is starting up. The time remaining until  
the system start-up is complete is displayed between brackets while a  
green progress indicator bar indicates the start-up progress.  
   
Progress Indicator Bar  
Time Remaining  
– The MCU is functioning normally.  
– The MCU has a major problem. MCU behavior  
could be affected and attention is required.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Address Book  
The Address Book is a list of Participants and Groups that have been defined  
Viewing Permissions  
on the RMX. The information in the Address Book can be modified only by  
an administrator. All RMX users can, however, view and use the Address  
Book to assign participants to conferences.  
The Address Book toolbar contains a Quick Search field and the following  
six buttons:  
   
New Participant  
New Group  
Delete Participant  
Import Address Book  
Delete Group  
Export Address Book  
New Group  
Delete Participant  
New Participant  
Delete Group  
Import Address Book  
Export Address Book  
Click  
to hide  
Address  
Book  
Group  
Quick  
Search  
Audio  
Participant  
Address Book entries are listed according to:  
Type – whether an individual Participant or a Group of participants  
Name – of the participant or group  
Dialing Direction – Dial-in or Dial-out  
IP Address/Phone – of the participant  
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Displaying and Hiding the Address Book  
The first time you access the RMX Web Client, the Address Book pane is  
displayed. You can hide it by clicking the anchor pin ( ) button.  
The Address Book pane closes and a tab appears at the right edge of the  
screen.  
Click the tab to re-open the Address Book.  
Click tab to open Address Book  
Conference Templates  
Conference Templates enable administrators and operators to create, save,  
schedule and activate identical conferences.  
A Conference Template:  
Saves the conference Profile.  
Saves all participant parameters including their Personal Layout and  
Video Forcing settings.  
Simplifies the setting up Telepresence conferences where precise  
participant layout and video forcing settings are crucial.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Displaying and Hiding Conference Templates  
The Conference Templates list pane is initially displayed as a closed tab in  
the RMX Web Client main window. The number of saved Conference  
Templates is indicated on the tab.  
Conference Templates Tab  
Number of Saved Conference Templates  
Clicking the tab opens the Conference Templates list pane.  
Delete Template  
New Template  
Start Template  
Click to hide the  
Conference Templates List  
Schedule Template  
List of  
Saved  
Templates  
Number of Saved Conference Templates  
Hide the Conference Templates list pane by clicking the anchor pin (  
)
button in the top right corner of the pane.  
The Conference Templates list pane closes and a tab appears in the top right  
corner of the screen.  
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Customizing the Main Screen  
You can customize the main screen according to your preferences, and  
hide all the video columns that are not used to monitor conferences and  
participant connections. Pane sizes can be changed, column widths can be  
adjusted and data lists can be sorted.  
Customization settings are automatically saved for each logged-in user.  
The next time the RMX Web Client is opened, the main screen settings appear  
as they were when the user exited the application.  
To re-size a pane:  
Move the pointer over the pane border and when the pointer  
becomes a click and drag the pane border to the required size and  
release the mouse button.  
To adjust column width:  
Use this method to enlarge the size of columns or to reduce it to a  
minimum so it is hidden, for example, Video related columns.  
1
In the column header row, place the pointer on the vertical field-  
separator bar of the column.  
2
When the pointer becomes a , click and drag the field separator bar  
to the required column size and release the mouse button.  
To sort the data by any field (column heading):  
1
In the Conference list or List view pane, click on the column heading of  
the field to be used for sorting.  
A
or  
symbol appears in the column heading indicating that the  
list is sorted by this field, as well as the sort order.  
2
Click on the column heading to toggle the column’s sort order.  
To change the order of columns in a pane:  
Click the column heading to be moved and drag it to its new position.  
When a set of red arrows appears indicating the column’s new  
position, release the mouse button.  
To restore the RMX display window to its default configuration:  
On the RMX menu, click View > Restore RMX Display Defaults.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Customizing the RMX Management Pane  
The RMX Management pane can be viewed either as a list or as a toolbar.  
To switch between Toolbar and List Views:  
In the RMX Management pane, click the Toolbar View button to switch  
to Toolbar view.  
In the RMX Management pane, click the Toolbar View button to switch  
to Toolbar view.In Toolbar view, click the List View button to switch  
back to List view.  
Toolbar View Button  
List View  
List View Button  
Toolbar View  
You can move items between the Frequently Used and Rarely Used sections  
depending on the operations you most commonly perform and the way  
you prefer to work with the RXM Web Client.  
This only works in List view because in Toolbar view, all items are  
represented by icons.  
To expand or Collapse the Frequently Used and Rarely Used sections:  
The Frequently Used and Rarely Used sections can be expanded or collapsed  
by clicking the  
and  
buttons.  
To move items within and between the Frequently Used and Rarely  
Used sections:  
1
In the RMX Management pane click and drag the icon of the item that  
you wish to move.  
An indicator line (  
of the icon.  
) appears indicating the new position  
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2
Release the mouse button when the icon is in the desired position.  
The new position of the  
Networks icon  
List  
View  
The Frequently Used and Rarely Used sections can be expanded or collapsed  
by clicking the and buttons.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Resource Management  
RMX units that are used mainly for voice (Audio Only) conferencing can  
maximize the resources utilization by designating all or almost all system  
resources as voice (audio) resources.  
Up to 400 (RMX 1500)/ 800 (RMX 2000 with two MPM+) or 720 (RMX  
2000 with two MPMx)/1600 (RMX 4000 with four MPM+/MPMx-D)  
voice participants can connect to the RMX, of which up to 400 participants  
can connect using PSTN/ISDN connection.  
Resource Capacity  
The RMX 1500 supports only MPMx cards.  
The RMX 2000 can support three card types: MPM, MPM+ and MPMx.  
The RMX 4000 can support two card types: MPM+ and MPMx.  
MPM+ cards offer higher capacity. Three MPM+ card assemblies are  
available, MPM+ 80, MPM+ 40 and MPM+ 20, offering various port  
capacities.  
MPMx cards offer a high capacity similar to MPM+.  
Table 3-2 summarizes the resource capacities of an RMX with the various  
card types.  
Table 3-2 Resource Capacities per Card and for Full Capacity RMX  
Maximum Possible  
Resource  
Type  
RMX 1500  
MPMx Full  
Capacity  
RMX 2000  
MPM Full  
Capacity  
RMX 2000  
MPM+ Full  
Capacity  
RMX2000  
MPMx Full  
Capacity  
RMX4000  
MPM+ Full  
Capacity  
RMX 4000  
MPMx Full  
Capacity  
Voice (total  
or IP only)  
400  
120  
400  
400  
800  
400  
720  
400  
1600  
400  
1600  
400  
Voice  
(PSTN  
only)  
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The maximum number of PSTN participants is limited by the maximum  
number of E1 or T1 PRI lines that can be connected to the RMX.  
RMX’s with 500MB of memory can support a maximum of 400 simultaneous  
participant calls, regardless of how system resources are allocated. This  
limitation applies to RMXs configured with either MPM or MPM+ cards.  
RMXs with 1000MB of memory are not subject to this limitation.  
RMX memory size is listed in the Administration > System Information  
properties box. For more information see RMX 2000/4000 Administrator’s  
Guide, "System Information” on page 18-66.  
Resource Capacity Modes  
The installed media card type (MPM, MPM+ or MPMx) determines the  
Card Configuration Mode, which in turn determines the resource allocation  
method that can be selected for the RMX. It determines how the system  
resources are allocated to the connecting endpoints.  
The System Card Configuration Mode determines the resource allocation  
method used by the RMX to allocate resources to the connecting  
endpoints. The method in which the system allocates the resources is  
defined in the Video/Voice Port Configuration. Two allocation methods are  
available:  
Flexible Resource Capacity™ – This is the default mode and the  
only mode that should be selected in MCUs used for Audio only  
conferencing. The system allocates the resources according to the  
connecting endpoints. This mode offers flexibility in resource  
allocation and is available in MPM, MPM+ and MPMx Card  
Configuration Modes.  
In Flexible Resource Capacity mode, in all Card Configuration Modes, the  
maximum number of resources is based on the system license,  
regardless of the hardware configuration of the RMX. These  
resources are allocated as CIF resources by default.  
Example: If the RMX is licensed for 160 video resources, but only one  
MPM+ card is currently installed in the RMX, the system lets you  
convert 160 video resources to Audio Only resources although only 80  
video resources are available for conversion and participant  
connection. (However, an active alarm will be added to the Active  
Alarms list indicating a resource deficiency).  
Fixed Resource Capacity™ – This mode offers precise usage of  
resources, allowing the administrator to set the number of resources  
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Chapter 3- Audio Only Basic Configuration and Operation  
guaranteed to each Audio Only and video connection according to the  
video resolution in advance. This mode is available only in MPM+  
and MPMx Card Configuration Modes and is not relevant to MCUs  
used for Audio Only conferencing with no video connections.  
Resource Usage - Voice Resources  
One Audio Only resource is used to connect a single voice participants  
once CIF resources have been converted to Audio Only. However, if no  
CIF resources were converted, Audio Only endpoints use one CIF video  
resource per connection.  
Video/Voice Port Configuration  
The Video/Voice Port Configuration enables you to configure the RMX  
Resource Capacity and if in MPM+ System Card Configuration Mode, to  
select the capacity method.  
Flexible Resource Capacity Mode  
All resources are initially allocated as CIF video ports as it is a resolution  
commonly supported by all endpoints.  
The administrator can allocate some or all of these resources as Voice  
resources.  
Flexible Resource Capacity mode is available and is the default selection in  
both MPM, MPM+ or MPMx System Card Configuration Modes. It is the  
only allocation method in MPM System Card Configuration Mode.  
Fixed Resource Capacity  
Fixed Resource Capacity enables the administrator to allocate the number of  
resources available to each video connection type and Audio Only  
connections in advance. Fixed Resource Capacity mode is available only in  
MPM+ and MPMx System Card Configuration Modes and should not be  
selected when the RMX is used only for Audio Only conferencing.  
If there are no available CIF resources the system tries to allocate  
resources to the SD endpoint from any available Audio Only resources. If  
Audio Only resources are allocated the HD endpoint, it is connected as an  
Audio Only participant.  
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Configuring the Video/Voice Resources in MPM,  
MPM+ and MPMx Modes - Flexible Resource Capacity  
Resource re-configuration should only be performed when no conferences are  
running on the RMX.  
To allocate Audio Only resources:  
1
In the RMX menu, click Setup > Video/Voice Port Configuration.  
The Video/Voice Port Configuration dialog box opens.  
Resource Maximum from License  
A single slider is displayed, calibrated according to licensed video  
resources indicated in CIF ports in the RMX.  
2
3
Move the slider to the number of Audio Only ports to be allocated.  
The slider moves in multiples of two, converting CIF video ports to  
voice ports in groups of two, with each CIF video port converting to  
five voice ports. The minimum number of voice ports that can be  
allocated is 10 (2 video ports x 5 voice ports per video port).  
Click OK.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Resource Report  
The Resource Report displays the real time resource usage according to the  
selected Resource Capacity Mode:  
Flexible Resource Capacity Mode available in both MPM, MPM+ and  
MPMx Modes.  
Fixed Resource Capacity Mode available only in MPM+ and MPMx  
Modes.  
The Resource Report also includes a graphic representation of the resource  
usage.  
Displaying the Resource Report  
1
In the main toolbar, click Administration > Resource Report.  
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The Resource Report dialog box appears, displaying the resource usage  
according to the Resource Capacity Mode.  
Audio Resources  
Free (%)  
and Occupied (%)  
Actual Number of Occupied and Free Audio and Video Resources  
(that will always be 0 if all resources are set to Voice)  
In Flexible Resource Capacity Mode, resource usage is displayed for  
Audio and CIF video resources only. They are displayed as  
percentages of the total resource type. If all video resources are  
converted to Voice Ports, Video Resources will always show 0.  
A Resources Graph is displayed in addition to the Resources table.  
For each resource type, the Resource table includes the following  
columns:  
Table 3-3 Resource Report Fields Parameters  
Column  
Description  
Type  
Total  
The type of audio/video resources available.  
The Total column displays the total number of  
resources of that type as configured in the system  
(Occupied and Free). This number reflects the  
current audio/video port configuration. Any changes  
to the resource allocation will affect the resource  
usage displayed in the Resource Report.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Table 3-3 Resource Report Fields Parameters (Continued)  
Column  
Description  
Occupied  
The number of RMX resources that are used by  
connected participants or reserved for defined  
participants.  
Free  
The number of RMX resources available for  
connecting endpoints.  
In the Resources Graph, the actual number of occupied or free  
resources can also be displayed by moving the cursor over the  
columns of the bar graph. Moving the cursor over the Video bar  
displays the following:  
8 Occupied Audio  
Resources  
64 Free Audio  
Resources  
Port Gauges  
In Flexible Resource Capacity mode, the Port Gauges in the Status Bar show 0  
of the 200 Voice resources as occupied and 0 of the 0 Video resources as  
occupied. If all video resources are converted to Voice resources, the  
Video gauge will always show 0/0.  
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Using the Default Profile, Entry Queue and  
Meeting Rooms  
The Conferencing entities, such as Entry Queues, Meeting Rooms,  
ongoing Conferences and Reservations enable both audio and video  
connections. The same conferencing entity can be used to connect only  
voice participants, video participants or a combination of both audio and  
video participants. The participant connection type determines the  
resource type that is used by the system.  
If all RMX resources are configured as Voice resources, only voice  
participants can connect to the RMX even if the Conference Profile include  
video parameters. Video participants will connect to such MCU using  
only their audio channel (without video) and will use one voice resource  
as any other voice endpoint.  
The default Entry Queue and Meeting Rooms shipped with the system  
can be used to run conference without additional definitions. However, if  
required, you can define additional conference Profiles, Entry Queues and  
Meeting Rooms. For more information, see the RMX 1500/2000/4000  
Administrator’s Guide.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Starting a Conference  
There are several ways to start a conference:  
Clicking the New Conference button in the Conferences pane. For more  
information, see "Starting a Conference from the Conferences Pane” on  
page 3-25.  
Dialing in to a Meeting Room.  
A Meeting Room is a conference that is saved on the MCU. It  
remains in passive mode until it is activated by the first  
participant, or the meeting organizer, dialing in.  
For more information about Meeting Rooms, see the RMX 1500/2000/  
4000 Administrator’s Guide, "Meeting Rooms” on page 3-1.  
Dialing in to an Ad Hoc Entry Queue which is used as the access  
point to the MCU.  
For a detailed description of Ad Hoc Entry Queues, see the  
page 4-1.  
Start a Reservation:  
If the Start Time of the Reservation is past due the conference  
becomes ongoing immediately.  
If the Start Time of the Reservation is in the future the conference  
becomes ongoing, at the specified time on the specified date.  
For more information, see "Starting a Reservation” on page 3-41.  
Start any Conference Template saved in the Conference Templates list.  
For more information, see "Starting an Ongoing Conference From a  
Template” on page 3-43.  
Attendees that have received an invitation to a Polycom Meeting via  
the Polycom Conferencing Add-in for Microsoft Outlook can start a  
conference by being the first invited attendee to click on a link in the  
Meeting Invitation displayed on his/her workstation or calendaring  
enabled endpoint, or manually dial in to the meeting using the  
Polycom Conference information included in the Meeting Invitation.  
For more information see the RMX 1500/2000/4000 Administrator’s  
Guide, "Polycom Conferencing for Microsoft Outlook®” on page 9-1.  
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Starting a Conference from the Conferences Pane  
To start a conference from the Conference pane:  
1
In the Conferences pane, click the New Conference ( ) button.  
The New Conference – General dialog box opens.  
The system displays the conference’s default Name, Duration and the  
default Profile, which contains the conference parameters and media  
settings.  
The RMX automatically allocates the conference ID, when the  
conference starts.  
In most cases, the default conference ID can be used and you can just  
click OK to launch the conference. If required, you can enter a  
conference ID before clicking OK to launch the conference.  
If you are the meeting chairperson or organizer using the RMX Web  
Client to start your own meeting, you need to communicate the  
default conference ID (or the one you created) to the other conference  
participants so they can dial in.  
You can use the New Conference - General dialog box to modify the  
conference parameters. If no defined participants are to be added to  
the conference, or you do not want to add additional information,  
click OK.  
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Chapter 3- Audio Only Basic Configuration and Operation  
General Tab  
2
Define the following parameters:  
Table 3-4 New Conference – General Options  
Field  
Description  
Display Name  
The Display Name is the conferencing entity name  
in native language character sets to be displayed in  
the RMX Web Client.  
In conferences, Meeting Rooms, Entry Queues and  
SIP factories the system automatically generates an  
ASCII name for the Display Name field that can be  
modified using Unicode encoding.  
English text uses ASCII encoding and can  
contain the most characters (length varies  
according to the field).  
European and Latin text length is approximately  
half the length of the maximum.  
Asian text length is approximately one third of  
the length of the maximum.•  
The maximum length of text fields also varies  
according to the mixture of character sets (Unicode  
and ASCII).  
Maximum field length in ASCII is 80 characters. If  
the same name is already used by another  
conference, Meeting Room or Entry Queue, the  
RMX displays an error message requesting you to  
enter a different name.  
Note: This field is displayed in all tabs.  
Duration  
Define the duration of the conference in hours using  
the format HH:MM (default 01:00).  
Note: This field is displayed in all tabs.  
Permanent  
Conference  
Check this box to make this conference a  
Permanent Conference: an ongoing conference with  
no pre-determined End Time continuing until it is  
terminated by an administrator, operator or  
chairperson. For more information see the  
RMX 1500/2000/4000 Administrator’s Guide  
"Permanent Conference” on page 2-73.  
Note: This field is displayed in all tabs.  
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Table 3-4 New Conference – General Options (Continued)  
Field  
Description  
Routing Name  
Routing Name is the name with which ongoing  
conferences, Meeting Rooms, Entry Queues and  
SIP Factories register with various devices on the  
network such as gatekeepers and SIP server. This  
name must defined using ASCII characters.  
Comma, colon and semicolon characters cannot  
be used in the Routing Name.  
The Routing Name can be defined by the user or  
automatically generated by the system if no Routing  
Name is entered as follows:  
If ASCII characters are entered as the Display  
Name, it is used also as the Routing Name  
If a combination of Unicode and ASCII  
characters (or full Unicode text) is entered as the  
Display Name, the ID (such as Conference ID) is  
used as the Routing Name.  
If the same name is already used by another  
conference, Meeting Room or Entry Queue, the  
RMX displays an error message and requests that  
you to enter a different name.  
Profile  
The system displays the name of the default  
Conference Profile. Select the required Profile from  
the list.  
The Conference Profile includes the Conference line  
rate, media settings and general settings.  
For a detailed description of Conference Profiles,  
see the RMX 1500/2000/4000 Administrator’s  
Guide, "Conference Profiles” on page 1-1.  
ID  
Enter the unique-per-MCU conference ID. If left  
blank, the MCU automatically assigns a number  
once the conference is launched.  
This ID must be communicated to conference  
participants to enable them to dial in to the  
conference.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Table 3-4 New Conference – General Options (Continued)  
Field  
Description  
Conference  
Password  
Enter a password to be used  
by participants to access the  
conference. If left blank, no  
password is assigned to the  
conference.  
These fields are  
numeric and have  
a default length of  
4 characters. The  
administrator can  
modify them in the  
Setup - System  
Configuration  
settings. For more  
information, see  
RMX  
Administrator’s  
Guide, "System  
Configuration” on  
page 18-5.  
This password is valid only in  
conferences that are  
configured to prompt for a  
conference password.  
Chairperson  
Password  
Enter a password to be used  
by the RMX to identify the  
Chairperson and grant him/her  
additional privileges. If left  
blank, no chairperson pass-  
word is assigned to the confer-  
ence.  
This password is valid only in  
conferences that are config-  
ured to prompt for a chairper-  
son password.  
Reserve  
Resources for  
Video Participants  
In RMXs configured for Voice conferencing,  
leave this field set to 0.  
Reserve  
Resources for  
Audio Participants  
Enter the number of voice participants for which the  
system must reserve resources.  
Default: 0 participants.  
Maximum number of participants in a conference:  
RMX 1500: 360 VOIP and 120 PSTN  
participants.  
RMX 2000 MPM Mode: 400 VOIP participants.  
RMX 2000 MPM+ Mode: 800 VOIP participants  
(if all ports are set to Audio Only).  
RMX 2000 MPMx Mode: 720 VOIP participants  
(if all ports are set to Audio Only).  
RMX 4000 (MPM+/MPMx): 800 participants (if  
all ports are set to Audio Only)  
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Table 3-4 New Conference – General Options (Continued)  
Field  
Description  
Maximum Number  
of Participants  
Indicate the total number of participants that can be  
connected to the conference if you want to limit the  
number of participants that can connect to the  
conference.  
The automatic setting (default) indicates that the  
maximum number of participants that can be  
connected to the MCU is determined according to  
resource availability.  
Note: This number must be equal or higher than the  
number defined in the Reserve Resources for Audio  
Participants field.  
Enable ISDN/  
PSTN Dial-in  
Select this check box if you want ISDN and PSTN  
participants to be able to connect directly to the  
conference.  
ISDN/PSTN  
Network Service  
The default Network Service is automatically  
selected. A different ISDN/PSTN Network Service  
can be selected from the Network Services list.  
Dial-in Number (1)  
Leave this field blank to let the system automatically  
assign a number from the dial-in range defined for  
the selected ISDN/PSTN Network Service. To  
manually define a dial-in number, enter a unique  
number from the dial-in number range defined for  
the selected Network Service. This number cannot  
be assigned to another Conference/Reservation/  
Meeting Room/Gateway Profile  
Dial-in Number (2)  
By default, the second dial-in number is not defined.  
To define a second-dial-in number, enter a required  
number from the dial-in number range defined for  
the selected Network Service.  
3
4
If all participants are undefined, dial-in and no additional  
information is required for the new conference, click OK.  
To add participants from the Participants Address Book or to define  
participants (mainly dial-out participants) click the Participants tab.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Participants Tab  
This procedure is optional.  
The Participants tab is used to add participants to the conference from the  
Address Book.  
It is also used to add defined dial-out participants to the conference. Defined  
dial-out participants are connected to the conference automatically when the  
conference is launched, unless the Dial Out Manually option is selected.  
5
Click the Participants tab.  
The Participants tab opens.  
Participants  
List  
When defining a new conference, the Participants List is empty.  
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The following table describes the information displayed in the  
Participants List and the operations that can be performed.  
Table 3-5 New Conference – Participants Tab  
Column / Button  
Description  
Participants List  
Name  
A Unicode field that displays the participant’s name  
and an icon representing the endpoint type: Audio  
Only or Video.  
IP Address/Phone Indicates the IP address or phone number of the  
participant’s endpoint.  
For dial-out connection, displays the IP  
address or phone number of the endpoint  
called by the Polycom RMX 1500/2000/4000.  
For dial-in connection, displays the  
participant’s IP address or phone number  
used to identify and route the participant to  
the appropriate conference.  
Alias Name/SIP  
Address (IP Only)  
Displays the alias name of an H.323 endpoint or  
the SIP URL.  
Network  
The network communication protocol used by the  
endpoint to connect to the conference: H.323, SIP  
or ISDN/PSTN.  
Dialing Direction  
Dial-in – The participant dials in to the  
conference  
Dial-out – The RMX dials out to the  
participant  
Encryption  
Displays whether the endpoint uses encryption for  
its media.  
The default setting is Auto, indicating that the  
endpoint must connect according to the  
conference’s encryption setting.  
Note: The H.320 protocol (ISDN/PSTN) does not  
support encryption.  
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Table 3-5 New Conference – Participants Tab (Continued)  
Column / Button  
Description  
Buttons  
New  
Click to define a new participant.  
For more information, see the RMX 1500/2000/  
4000 Administrator’s Guide, "Adding a new  
participant to the Address Book Directly” on  
page 5-4.  
Remove  
Click to remove the selected participant from the  
conference.  
Add from Address  
Book  
Click to add a participant from the Address Book to  
the conference.  
Lecturer  
Lecturer  
This option is used to activate the Lecture Mode.  
Select the participant you want to designate as  
Lecturer from the list of conference participants.  
The Lecturer can be selected once the conference  
is running and participants are connected.  
Dial Out Manually  
Select this option to designate an RMX User-  
controlled dial-out conference connection. When  
checked, the user must connect each of the dial-  
out participants who remain on standby until they  
are connected to the conference.  
Participants can be added to the conference in the following methods:  
Defining a new participant during the definition of the  
conference (clicking the New button).  
Adding pre-defined participants from the Address Book by either  
selecting the participants from the list or dragging and dropping  
the participants from the Address Book to the Participants list.  
Dial-in participants can connect to the conference after it was  
started (without using the New Conference - Participants dialog  
box).  
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Once the conference has started, participants can be added to a  
conference directly from the Participants Address Book without  
having to use the New Conference – Participants tab. For more  
details, see "Adding Participants from the Address Book” on  
page 3-62.  
To add participants from the Address Book:  
6
In the Participants List, click the Add from Address Book button to  
open the Participants Address Book.  
7
In the Participants Address Book, select the participants that you want  
to add to the conference and click the Add button.  
Standard Windows multiple selection techniques can be used in this  
procedure.  
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8
9
The selected participants are assigned to the conference and appear  
in the Participant List.  
Select additional Participants or click the Close button to return to the  
Participants tab.  
To add a new participant to the conference:  
1
In the Participants tab, click the New button.  
The New Participant - General dialog box opens.  
IP Participant  
ISDN/PSTN Participant  
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2
Define the following fields:  
Table 3-6 New Participant – General Properties  
Field  
Description  
Name  
Enter the name of the participant or the endpoint as it  
will be displayed in the RMX Web Client. The Name  
field can be composed using Unicode encoding:  
English text uses ASCII encoding and can contain  
the most characters (length varies according to the  
field).  
European and Latin text length is approximately  
half the length of the maximum.  
Asian text length is approximately one third of the  
length of the maximum.•  
Maximum field length in ASCII is 80 characters.  
The maximum length of text fields varies according to  
the mixture of character sets used (Unicode and  
ASCII).  
Note: This field is displayed in all tabs.  
Endpoint  
Click the Endpoint Website hyperlink to connect to the  
Website (IP only) internal website of the participant’s endpoint. It  
enables you to perform administrative, configuration  
and troubleshooting activities on the endpoint.  
The connection is available only if the IP address of  
the endpoint’s internal site is defined in the Website IP  
Address field.  
Dialing Direction  
Select the dialing direction:  
Dial-in – The participant dials in to the  
conference.  
Dial-out – The MCU dials out to the participant.  
Notes:  
This field applies to IP participants only.  
Dial-out is forced when defining an ISDN/PSTN  
participant.  
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Table 3-6 New Participant – General Properties (Continued)  
Field  
Description  
Type  
The network communication protocol used by the  
endpoint to connect to the conference: H.323, SIP or  
ISDN/PSTN.  
The fields in the dialog box change according to the  
selected network type.  
IP Address  
(H.323 and SIP  
Only)  
Enter the IP address of the participant’s endpoint.  
For H.323 participant define either the endpoint  
IP address or alias.  
For SIP participant define either the endpoint IP  
address or the SIP address.  
Note: This field is hidden when the ISDN/PSTN  
protocol is selected.  
Phone Number  
(ISDN/PSTN  
Only)  
Enter the phone number of the ISDN/PSTN  
participant.  
Note: This field is only displayed when the ISDN/  
PSTN protocol is selected.  
Alias Name/Type If you are using the endpoint’s alias and not the IP  
(H.323 Only)  
address, first select the type of alias and then enter  
the endpoint’s alias:  
H.323 ID (alphanumeric ID)  
E.164 (digits 0-9, * and #)  
Email ID (email address format,  
e.g. abc@example.com)  
Participant Number (digits 0-9, * and #  
Note:  
Although all types are supported, the type of alias  
is dependent on the gatekeeper’s capabilities. The  
most commonly supported alias types are H.323  
ID and E.164.  
This field is used to enter the Entry Queue ID,  
target Conference ID and Conference Password  
when defining a cascaded link.  
This field is removed from the dialog box when the  
ISDN/PSTN protocol is selected.  
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Table 3-6 New Participant – General Properties (Continued)  
Field Description  
Extension/  
Identifier String  
Dial-out participants that connect to an external device  
such as Cascaded Links or Recording Links may be  
required to enter a conference password or an  
identifying string to connect. Enter the required string  
as follows:  
[p]…[p][string]  
For example: pp4566#  
p - optional - indicates a pause of one second before  
sending the DTMF string. Enter several concatenated  
[p]s to increase the delay before sending the string.  
The required delay depends on the configuration of  
the external device or conference IVR system.  
String - enter the required string using the digits 0-9  
and the characters * and #. The maximum number of  
characters that can be entered is identical to the  
H.323 alias length.  
If the information required to access the device/  
conference is composed of several strings, for  
example, the conference ID and the conference  
password, this information can be entered as one  
string, where pauses [p] are added between the  
strings for the required delays, as follows:  
[p]…[p][string][p]…[p] [string]...  
For example: p23pp*34p4566#  
The RMX automatically sends this information upon  
connection to the destination device/conference. The  
information is sent by the RMX as DTMF code to the  
destination device/conference, simulating the  
standard IVR procedure.  
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Table 3-6 New Participant – General Properties (Continued)  
Field  
Description  
SIP Address/  
Type  
(SIP Only)  
Select the format in which the SIP address is written:  
SIP URI - Uses the format of an E-mail address,  
typically containing a user name and a host name:  
sip:[user]@[host]. For example,  
sip:dan@polycom.com.  
TEL URI - Used when the endpoint does not  
specify the domain that should interpret a  
telephone number that has been input by the user.  
Rather, each domain through which the request  
passes would be given that opportunity. As an  
example, a user in an airport might log in and send  
requests through an outbound proxy in the airport.  
If the users enters “411” (this is the phone number  
for local directory assistance in the United States),  
this number needs to be interpreted and  
processed by the outbound proxy in the airport,  
and not by the user's home domain.  
In this case, tel: 411 is the correct choice.  
Note: This field is removed from the dialog box when  
the ISDN/PSTN protocol is selected.  
Endpoint  
Website IP  
Address  
(IP only)  
Enter the IP address of the endpoint’s internal site to  
enable connection to it for management and  
configuration purposes.  
This field is automatically completed the first time that  
the endpoint connects to the RMX. If the field is blank  
it can be manually completed by the system  
administrator. The field can be modified while the  
endpoint is connected  
Audio Only  
Select this check box to define the participant as a  
voice participant, with no video capabilities.  
3
Click OK.  
The new participant is added to the Participants list.  
You can save the participant properties to the Address Book so you  
can easily invite the participant to future conferences.  
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Information Tab  
In the Info fields, you can add general information about the conference,  
such as contact person name, company name, billing code, etc.  
This information is written to the Call Detail Record (CDR) when the  
conference is launched.  
Changes made to this information once the conference is running are not  
saved to the CDR.  
This procedure is optional.  
The information entered into these fields does not affect the conference.  
To add information to the conference:  
4
Click the Information tab.  
The Information tab opens.  
5
Enter the following information:  
Table 3-7 New Conference – Info Options  
Field  
Description  
Info1, 2, 3  
There are three information fields that allow you to  
enter general information for the conference such as  
company name, contact person etc.  
Unicode can be used in these fields.  
The maximum length of each field is 80 characters.  
Billing  
Enter the conference billing code if applicable.  
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6
Click OK.  
An entry for the new conference appears in the Conferences pane.  
If no participants were defined for the conference or as long as no  
participants are connected, the indication Empty and a warning icon  
(
) appear in the Status column in the Conferences pane.  
The status changes when participants connect to the conference.  
If no participant connects within the time specified in the Conference  
Profiles > Auto Terminate > Before First Joins field, the conference is  
automatically terminated by the system.  
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Starting a Reservation  
To start a conference from the Reservation Calendar:  
1
2
In the RMX Management pane, click the Reservations entry ( ).  
The Reservation Calendar is displayed.  
Click the New Reservation (  
) button.  
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The New Reservation General tab dialog box opens.  
3
4
Optional. Select the Enable ISDN/PSTN Dial-in check box if you  
want ISDN and PSTN participants to be able to connect directly to the  
conference.  
If Enable ISDN/PSTN Dial-in option is selected, either enter a dial-in  
number, or leave the Dial-in Number field blank to let the system  
automatically assign a number from the dial-in range defined for the  
selected ISDN/PSTN Network Service.  
5
Click the OK button.  
A confirmation box is displayed stating that the Reservation time is  
past due and that the conference will become ongoing.  
6
Click OK.  
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The conference is started. If an ISDN/PSTN dial-in number was assigned  
to the conference either automatically or manually, this number can be  
viewed in the Conferences pane.  
For more information about Reservations, see the RMX 2000/4000  
Administrator’s Guide, "Reservations” on page 6-1.  
Starting an Ongoing Conference From a Template  
An ongoing conference can be started from any Conference Template  
saved in the Conference Templates list.  
To start an ongoing conference from a Template:  
1
In the Conference Templates list, select the Template you want to start  
as an ongoing conference.  
2
Click the Start Conference from Template ( ) button.  
or  
Right-click and select Start Conference from Template.  
The conference is started.  
If a Conference Template is assigned a dial-in number that is already assigned  
to an ongoing conference, Meeting Room, Entry Queue or Gateway Profile,  
when the template is used to start an ongoing conference or schedule a  
reservation it will not start. However, the same number can be assigned to  
several conference templates provided they are not used to start an ongoing  
conference at the same time. If a dial in number conflict occurs prior to the  
conference’s start time, an alert appears: “ISDN dial-in number is already  
assigned to another conferencing entity” and the conference cannot start.  
The name of the ongoing conference in the Conferences list is taken  
from the Conference Template Display Name.  
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Participants that are connected to other ongoing conferences when  
the template becomes an ongoing conference are not connected.  
If an ongoing conference, Meeting Room or Entry Queue with the same Display  
Name, Routing Name or ID already exist in the system, the conference will not  
be started.  
For detailed description of Conference Templates, see RMX 1500/2000/  
4000 Administrator’s Guide, "Conference Templates” on page 8-1.  
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Starting a Video Meeting from a Microsoft Outlook Polycom  
Meeting Invitation  
Polycom Conference information is included in the meeting invitation sent  
by Outlook to each meeting attendee. The following example shows a  
Polycom Conference invitation as received by Outlook running on a  
workstation.  
Click Link to  
Connect  
Dial Manually  
to Connect  
If the attendee is the first to connect to the meeting, he/she starts the  
meeting by clicking on the link included in the invitation or by manually  
dialing the numbers displayed using the endpoint's numeric input device.  
For more information see the RMX 1500/2000/4000 Administrator’s Guide,  
"Polycom Conferencing for Microsoft Outlook®” on page 9-1.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Connecting to a Conference  
Direct Dial-in  
Direct dial-in connection to conferences and Meeting Rooms is available  
to all endpoints.  
Participants must be provided with a dialing string which can vary  
according to the network type, conference password and chairperson  
password.  
Participants dial the conference dial-in string and are connected to the  
conference IVR Service. Once the correct information, such as the  
conference password and chairperson password are entered, the  
participants are connected to the conference.  
Figure 3-1 Dial-in Connection via IVR System  
The MCU can be configured to enable the chairperson to use the  
chairperson password as the conference password without the need to  
enter the conference password.  
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H.323 Participants  
For H.323 participants, the dialing string is composed of the MCU prefix  
in the Gatekeeper and the conference ID.  
Example:  
Prefix in gatekeeper  
Conference ID  
925  
1001  
Conference Name  
Maple_Room  
The participant dials 9251001or 925Maple_room  
If there is no gatekeeper defined for the network, H.323 participants dial  
the MCU’s signaling host IP address and the conference ID, separated  
by ##.  
Example:  
MCU (Signaling Host) IP address  
Conference ID  
172.22.30.40  
1001  
The participant dials 172.22.30.40##1001  
SIP Participants  
For SIP participants the dialing string is composed of the conference  
routing name and domain name in the following format:  
conference_routing_name@domain_name  
Example:  
Conference routing name  
1001  
The participant dials 1001@polycom.com  
ISDN/PSTN Participants  
Dial-in ISDN and PSTN participants dial one of the dial-in numbers  
assigned to the conference/Meeting Room/Reservation/Conference  
Template, including the country and area code (if needed). They are  
routed to their conference according to the dial-in number.  
Example:  
Assigned dial-in number  
The participant dials  
4631111  
4631111  
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Connecting to a Polycom Conference from an Outlook  
Meeting Invitation  
Attendees that have received a Meeting Invitation via Outlook using the  
Polycom Conferencing Add-in for Microsoft Outlook, connect by clicking on  
the link included in the invitation or by manually dialing the numbers  
displayed using the endpoint's numeric input device.  
Click Link to  
Connect  
Dial Manually  
to Connect  
For more information see the RMX 1500/2000/4000 Administrator’s Guide,  
"Polycom Conferencing for Microsoft Outlook®” on page 9-1.  
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Entry Queue Access  
Access via an Entry Queue allows all participants to dial the same entry  
point that acts as a routing lobby. Once in the Entry Queue, participants  
are guided to the conference according to the conference ID they enter.  
Figure 3-2 Dial-in Connection via Entry Queue  
H.323 Participants  
Dialing is executed in the same way as for conferences, where the Entry  
Queue ID/Name replaces the Conference ID/Name.  
H.323 participants dial [Gatekeeper Prefix][Entry Queue ID/Name].  
Example:  
Prefix in gatekeeper  
Entry Queue ID  
925  
1000  
The participant dials 9251000  
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H.323 participants can bypass the Entry Queue IVR voice messages by  
adding the correct Conference ID of destination conference to the initial  
dial string:  
[Gatekeeper Prefix][EQ ID][##Destination Conference ID]  
Example:  
Conference ID  
1001  
H.323 participants dial 9251000##1001  
H.323 participants can also bypass the conference IVR voice messages by  
adding the Conference Password to the initial dial string:  
[Gatekeeper Prefix][EQ ID][##Destination Conference  
ID][##Password]  
Example:  
Conference ID  
1001  
Conference Password  
34567  
H.323 participants dial 9251000##1001##34567  
SIP Participants  
Using an Entry Queue minimizes the number of conferences that require  
registration with the SIP server and enables using one URI address for all  
dial-in connections, using the format:  
<Entry Queue routing name>@<domain name>  
Example:  
Entry Queue Routing Name  
Domain Name  
DefaultEQ  
polycom.com  
SIP participants dial DefaultEQ@polycom.com  
ISDN and PSTN Participants  
Up to two dial-in numbers can be allocated to an Entry Queue for use by  
ISDN and PSTN participants.  
Calls to numbers within the ISDN and PSTN Dial-in Range that are not  
allocated to an Entry Queue are routed to the Transit Entry Queue.  
Dial-in ISDN and PSTN participants dial one of the dial-in numbers  
assigned to the Entry Queue, including the country and area code (if  
needed).  
They are routed to their conference according to the conference ID.  
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Example:  
Entry Queue ID  
Assigned Dial-in number  
1000  
4631000  
ISDN/PSTN participants dial 4631000  
Dial-out Participants  
Automatic Dial Out  
Dial-out participants are defined with their dial-out number. Once they  
are added to the ongoing conference, the MCU automatically calls them at  
a rate of 1 dial-out per second, using the default H.323, SIP or ISDN/  
PSTN Network Service defined for them.  
Manual Dial Out  
In the manual mode, the RMX user or meeting organizer instructs the  
conferencing system to call the participant. Dial-out participants must be  
defined (mainly their name and telephone number) and added to the  
conference. This mode can only be selected at the conference definition  
stage and cannot be changed once the conference is running.  
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Chapter 3- Audio Only Basic Configuration and Operation  
Monitoring Ongoing Conferences  
Conference monitoring enables you to keep track of conferences and their  
participants: if all its participants are correctly connected and whether  
errors or faults have occurred.  
Maximum number of voice participants in a conference:  
RMX 1500 MPMx Mode: 360.  
RMX 2000 MPM Mode: 400.  
RMX 2000 MPM+ Mode: 800.  
RMX 2000 MPMx Mode: 720.  
RMX 4000 MPM+ Mode: 1600.  
RMX 4000 MPMx Mode: 1440.  
General Monitoring  
All monitoring and operations procedures performed during ongoing  
conferences can be performed by either of two methods:  
Using the buttons in the toolbars.  
Toolbar Buttons  
Tooltip appears when cursor is positioned over button  
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Right-clicking anywhere in the Conferences or Participants pane and  
selecting an operation from the menu.  
Operations  
Menu  
Multi Selection  
Using multiple selection, you can monitor and perform simultaneous  
operations on multiple participants in multiple conferences.  
The selected conferences are displayed as sub-lists in the Participants list  
pane.  
The sub-lists can be expanded and collapsed by clicking the  
and  
sublist control buttons that appear next to the conference name in the  
sublist headings.  
Participant Sublists  
Multi-selected  
Conferences  
Control button in  
sublist header  
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Chapter 3- Audio Only Basic Configuration and Operation  
Using the Chairperson Password for Filtering  
If you are logged in as a chairperson, the Chairperson Password field is  
displayed. It enables you to search for, and display a list of, ongoing  
conferences for which you have the password.  
Chairperson Password Field  
Refresh Button  
Chairperson Password Column  
To search for an ongoing conference by Chairperson Password:  
1
2
3
Click in the Chairperson Password field.  
Enter the password to be searched for.  
Click the Refresh button.  
The Conferences list is refreshed and ongoing conferences with the  
requested password are displayed.  
Conference Level Monitoring  
Conference level monitoring is available to the administrator, operator  
and chairperson.  
The Conference List pane displays information about ongoing conferences.  
Status  
One or more of the status indicators listed in Table 3-8 may appear in the  
Status column.  
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No status indicator display in the Status column means that the  
conference is running without problems.  
One or more of the status indicators listed in Table 3-8 may appear in the  
Status column.  
Table 3-8 Conferences – Monitoring Information  
Field  
Name  
Displays conference name and type of conference:  
– Video and Voice Conference. This icon is also  
used for conferences that include only Voice  
participants.  
– The conference has been secured using the *71  
DTMF code. For details, see "Secured Conference  
Monitoring” on page 3-57.  
– Operator Conference.  
Status  
Displays the status of the ongoing conference.  
If there is no problem with the participant’s connection no  
indication is displayed.  
If one of the following statuses occur, the appropriate  
indication is displayed, proceeded by a warning icon ( ).  
Audio – There is a problem with the participant’s  
audio.  
Empty – No participants are connected.  
Faulty Connection – Participants are connected, but  
the connection is problematic.  
Not Full – Not all the defined participants are  
connected.  
Partially Connected – The connection process is not  
yet complete; the video channel has not been  
connected.  
Single Participant – Only one participant is  
connected.  
Content Resource Deficiency – Content will not be  
sent to legacy endpoints.  
Awaiting Operator – A participant has requested  
operator assistance.  
ID  
The Conference ID assigned to the conference.  
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Table 3-8 Conferences – Monitoring Information (Continued)  
Field  
Description  
Start Time  
Conference start time.  
End Time  
The time the conference is expected to end.  
Dial in Number(1)  
The Conference dial in number for ISDN/PSTN  
participants.  
Additional information about the conference can be viewed when  
accessing the conference properties.  
To monitor a conference:  
In the Conference List pane, double click the name of the conference  
you wish to monitor, or right-click the conference and then click  
Conference Properties.  
The Conference Properties - General dialog box opens.  
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You can view all the conference’s properties but those that appear  
with a gray background cannot be modified.  
For more information, see the RMX 1500/2000/4000 Administrator’s  
Guide, "Conference Level Monitoring” on page 10-3.  
Secured Conference Monitoring  
When Secured Conference Mode is enabled on the RMX, it locks the  
conference and prevents participants and RMX Users from joining the  
conference. A Secured conference cannot be monitored or controlled in  
any way. While a conference is in the Secure mode, the RMX User with  
Administrator authorization cannot view the participants list or any other  
conference properties, but can manually terminate it.  
The conference chairperson can enable or disable the Secure mode from  
the DTMF input device (touch-tone telephone or the endpoint’s remote  
control), using the appropriate DTMF code (the default code is *71).  
During the secure conference, the chairperson and participants can  
perform various operations, such as muting, via their DTMF input device  
using the appropriate DTMF codes. However, because Secure conferences  
cannot be monitored, these operations or status changes are not displayed  
in the Conferences or Participants panes.  
A special icon is used to indicate that the conference is in Secure mode.  
Monitoring Ongoing Gateway Sessions  
Ongoing Gateway Sessions that are created when calling the Gateway  
Profile, are listed in the ongoing Conferences list pane and are monitored in  
the same way as the conferences.  
For more details, see the RMX 1500/2000/4000 Administrator’s Guide,  
"Conference Level Monitoring” on page 10-3.  
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Participant Level Monitoring  
Participant Connection Monitoring  
When a conference is selected in the Conference List, details of its  
participants appear in the List pane.  
The following participant indicators and properties are displayed:  
Table 3-9 Participant Monitoring – Indicators and Properties  
Column  
Icon/Description  
Name  
Displays the name and type (icon) of the participant:  
Audio Participant – Connected via IP phone or  
ISDN/PSTN.  
Status  
Displays the connection status (text and icon) of the  
participant. If there is no problem with the participant’s  
connection no indication is displayed.  
Connected – The participant is successfully  
connected to the conference.  
Disconnected – The participant is disconnected from  
the conference. This status applies only to defined  
participants.  
Waiting for Dial-in – The system is waiting for the  
defined participant to dial into the conference.  
Partially Connected – The connection process is not  
yet complete; the video channel has not been  
connected.  
Faulty Connection – The participant is connected,  
but problems occurred in the connection, such as  
synchronization loss.  
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Table 3-9 Participant Monitoring – Indicators and Properties (Continued)  
Column Icon/Description  
Status (cont.) Awaiting Individual Assistance – The participant  
has requested the user’s (operator’s) assistance.  
Awaiting Conference Assistance – The participant  
has requested the operator’s assistance for the  
conference. This usually means that the user  
(operator) has been requested to join the conference.  
Role  
Displays the participant’s role or function in the conference:  
Chairperson – The participant is defined as the  
conference chairperson. The chairperson can  
manage the conference using touch-tone signals  
(DTMF codes).  
Lecturer – The participant is defined as the  
conference Lecturer.  
Lecturer and Chairperson – The participant is  
defined as both the conference Lecturer and  
Chairperson.  
Cascade Enabled Dial-out Participant – A special  
participant functioning as a link in a cascaded  
conference.  
Recording – A special participant functioning as a  
Recording Link.  
IP Address/  
Phone  
The IP participant’s IP address or the ISDN/PSTN  
participant’s phone number.  
Alias Name/  
SIP Address  
The participant’s Alias Name or SIP URI.  
The alias of an RSS 2000 Recording System if the  
participant is functioning as a recording link.  
Network  
The participant’s network connection type – H.323, SIP or  
ISDN/PSTN.  
Dialing  
Dial-in – The participant dialed the conference.  
Direction  
Dial-out – The MCU dialed the participant.  
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Table 3-9 Participant Monitoring – Indicators and Properties (Continued)  
Column  
Icon/Description  
Audio  
Displays the status of the participant’s audio channel.  
If the participant’s audio is connected and the channel is  
neither muted nor blocked, no indication is displayed.  
Disconnected – Participant’s audio channel is  
disconnected. This is a defined participant who is  
waiting to be connected to the conference.  
Muted – Participant’s audio channel is muted. The  
participant can still hear the conference.  
Blocked – Transmission of audio from the  
conference to the participant is blocked.  
Muted and Blocked - Audio channel is muted and  
blocked.  
Encryption  
Indicates that the endpoint is using encryption for its  
connection to the conference.  
For more information, see the RMX 1500/2000/4000 Administrator’s Guide,  
"Participant Level Monitoring” on page 10-15.  
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Operations Performed During On Going  
Conferences  
Conference Level operations  
Changing the Duration of a Conference  
The duration of each conference is set when the new conference is created.  
The default duration of a conference is 1 hour. All conferences running on  
the RMX are automatically extended as long as there are participants  
connected to the conference.  
A conference’s Duration can be extended or shortened while it is running,  
by modifying its scheduled End Time.  
To extend or shorten a conference manually:  
1
2
In the Conference List pane, double-click the conference Name.  
In the General tab, modify the End Time fields and click OK  
.
The End Time is changed and the Duration field is updated.  
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To terminate a conference manually:  
1
In the Conferences list, select the conference you wish to delete and  
click the Delete Conference ( ) button.  
You are prompted for confirmation.  
2
Click OK to terminate the conference.  
Adding Participants from the Address Book  
Once the conference has started, you can add participants to a conference  
directly from the Participants Address Book without having to use the New  
Conference – Participants tab.  
To drag & drop participants into the Participants List:  
1
2
Open the Address Book.  
Select, drag and drop the participant that you wish to add to the  
conference directly from the Participant Address Book into the  
Participant List.  
Standard Windows multiple selection techniques can be used in this  
procedure.  
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Moving Participants  
RMX users can assist participants by performing the following operations:  
Move a participant to an Operator conference (Attend a participant).  
Move a participant to the Home (destination) conference.  
Move participant from one ongoing conference to another  
A move can be performed using the following methods:  
Using the participant right-click menu  
Using drag and drop  
To move a participant from the ongoing conference using the right-click  
menu options:  
1
In the Conferences list, click the conference where there are  
participants waiting for Operator’s Assistance to display the list of  
participants.  
2
In the Participants list, right-click the icon of the participant to move  
and select one of the following options:  
Move to Operator Conference - to move the participant to the  
Operator conference  
Move to Conference - to move the participant to any ongoing  
conference.  
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When selected, the Move to Conference dialog box opens, letting  
you select the name of the destination conference.  
Back to Home Conference - if the participant was moved to  
another conference or to the Operator conference, this options  
moves the participant back to his/her source conference.  
This option is not available if the participant was moved from  
the Entry Queue to the Operator conference or the destination  
conference.  
Moving a Participant Interactively  
You can drag and drop a participant from the Entry Queue or ongoing  
conference to the Operator or destination (Home) conference:  
1
Display the participants list of the Entry Queue or the source  
conference by clicking its entry in the Conferences list.  
2
In the Participants list, drag the icon of the participant to the  
Conferences List pane and drop it on the Operator Conference icon or  
another ongoing conference.  
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Saving an Ongoing Conference as a Template  
Any conference that is ongoing can be saved as a template.  
To save an ongoing conference as a template:  
1
In the Conferences List, select the conference you want to save as a  
Template.  
2
Click the Save Conference ( ) button.  
or  
Right-click and select Save Conference.  
The conference is saved to a template whose name is taken from the  
ongoing conference Display Name.  
Copy and Paste Conference  
The RMX user can Copy, and Paste conferences. When using the RMX  
Web Client, conferences can copied and pasted on the same RMX, however  
when using the RMX Manager, with its ability to manage multiple RMXs,  
conferences can be copied and pasted between different RMXs.  
Copy Conference  
The Copy command copies all the conference’s properties including  
connected participants and makes these properties available for pasting,  
starting a new conference. The copied conference remains active until it  
terminates or is deleted.  
To copy a conference:  
1
In the Conferences List pane, right-click the conference you want to  
copy.  
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2
In the drop-down menu select Copy Conference.  
Paste Conference  
The Paste Conference command starts the new conference on the same  
RMX or on a different RMX.  
To paste a conference:  
>> Right-click in the Conferences List pane and in the drop-down menu  
select  
Paste Conference.  
or  
If you are using the RMX Manager and you want to paste the  
conference to a different RMX:  
a
In the MCUs list pane, click the RMX that is to receive the  
conference.  
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b
In the Conferences list pane, right-click, and in the drop-down  
menu select Paste Conference.  
The conference is pasted to the RMX with a Display Name is assigned  
by the system.  
Paste Conference As  
The Paste Conference As command allows the RMX user to create a new  
conference using the copied conference’s properties as a template. It  
automatically opens the Conference Properties dialog box allowing the  
RMX user to modify the General, Participants and Information tabs to create  
the new conference. When the OK button in the Conference Properties  
dialog box conference Properties dialog box is clicked the new conference is  
started.  
To paste a conference as a new conference:  
1
Right-click in the Conferences List pane and in the drop-down menu  
select  
Paste Conference As.  
or  
If you are using the RMX Manager and you want to paste the  
conference to a different RMX:  
a
In the MCUs list pane, click the RMX that is to receive the  
conference.  
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b
In the Conferences list pane, right-click, and in the drop-down  
menu select Paste Conference As.  
The Conference Properties dialog box is displayed.  
2
3
Modify the conference information as required.  
Click the OK button to paste and start the new conference.  
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Participant Level Operations  
Participant Level Operations enable you to modify and control the  
connections and statuses of participants in ongoing conferences, as  
described in Table 3-10.  
Table 3-10 Participant Level Operations  
Menu  
Option  
Button  
Description  
New  
Participant  
Define a new participant.For more information about  
the New Participant dialog box tab, see Table 3-5 on  
page 3-31.  
Add  
Participant  
From  
Address  
Book  
Open the Address Book to select the participant for  
the conference.  
For more information about the Address Book, see  
the RMX 1500/2000/4000 Administrator’s Guide,  
"Address Book” on page 5-1.  
Connect  
Participant  
Connect a disconnected defined dial-out participant  
to the conference.  
Disconnect  
Participant  
Disconnect the participant from the conference.  
Delete  
Delete the selected participants from the conference.  
Participant  
Mute  
Audio  
Mute the audio transmission from the participant to  
the conference.  
The Audio Muted indicator appears in the Participants  
List and the Unmute Audio button (  
) becomes  
active.  
Unmute  
Audio  
Resume the participant’s audio transmission to the  
conference.  
The Mute Audio button (  
) becomes active.  
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Table 3-10 Participant Level Operations (Continued)  
Menu  
Option  
Button  
Description  
Block  
Audio  
To block the audio transmission from the conference  
to the participant. When blocked, the participant can  
still be heard by the conference.  
The Audio Blocked indicator appears in the  
Participants List and the Unblock Audio button (  
)
becomes active.  
Unblock  
Audio  
Resume the audio transmission from the conference  
to the participant.  
The Block Audio button (  
) becomes active.  
Add  
Add selected participant’s details to the Participant  
Participant  
to Address  
Book  
Address Book.  
Change to  
Chair-  
Define the selected participant as the conference  
leader/chairperson.  
person  
Change to  
Regular  
Define the chairperson as a regular participant  
without chairperson privileges.  
Participant  
Connect to  
Website  
Connect directly to the internal website of the  
participant’s endpoint to perform administrative,  
configuration and troubleshooting activities.  
AGC  
(Audio  
Gain  
Enable AGC for the participant with weak audio signal  
during ongoing conferences.  
Note: Enabling AGC may result in amplification of  
background noise.  
Control)  
Copy  
Participant  
Copy the all participant’s parameters in preparation  
for Pasting into another conference or back into the  
current conference..  
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Table 3-10 Participant Level Operations (Continued)  
Menu  
Option  
Button  
Description  
Cut  
Participant  
Copy the all participant’s parameters and delete the  
participant from the current conference. The  
participant can be Pasted into another conference or  
back into the current conference.  
Paste  
Participant  
As  
Paste the participant into the selected conference as  
a new participant with parameters modified via the  
Address Book Participant - Properties dialog box.  
Participant  
Properties  
To view all Participant Properties.  
For more information, see the RMX 1500/2000/4000  
Administrator’s Guide, "Participant Level Monitoring”  
on page 10-15.  
Copy Cut and Paste Participant  
The RMX user can Copy, Cut and Paste participants between differ rent  
conferences running on the RMX, including his/her current conference.  
These functions, when used via the RMX Manager, with its ability to  
manage multiple RMXs, participants, allows the RMX user to Copy, Cut  
and Paste participants between conferences running on different RMXs.  
Copy Participant  
The Copy command copies all the participant’s properties and makes  
them available for pasting. The participant remains connected to his/her  
current conference.  
To copy a participant:  
1
In the Participants List pane, right-click the participant you want to  
copy.  
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2
In the drop-down menu select Copy Participant.  
Cut Participant  
The Cut command copies all the participant’s properties and makes them  
available for pasting. The participant is deleted from his/her current  
conference.  
To cut a participant:  
1
In the Participants List pane, right-click the participant you want to  
cut.  
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2
In the drop-down menu select Cut Participant.  
Paste Participant  
The Paste command connects the copied or cut participant to the selected  
conference.  
If the participant was copied, he/she should be deleted from the  
conference he/she was copied from, unless it is required that the  
participant is connected to two (or more) conferences. (There are  
endpoints that permit a participant to be connected to multiple  
conferences).  
To paste a participant:  
1
In the Conferences List pane, click the conference you want to paste the  
copied/cut participant into.  
2
Right-click in the Participants List pane of the selected conference and  
in the drop-down menu select Paste Participant.  
or  
If you are using the RMX Manager and you want to paste the  
participant to a conference to different RMX:  
a
b
In the MCUs list pane, click the RMX that is hosting the  
conference that is to receive the participant.  
In the Conferences list pane, click the conference you want to  
paste the copied/cut participant into.  
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c
Right-click, and in the drop-down menu select Paste Participant.  
The participant is connected to the conference.  
Paste Participant As  
The Paste Participant As command allows the RMX user to create a new  
participant using the copied participant’s properties as a template. It  
automatically opens the Address Book - Participant Properties dialog box  
allowing the RMX user to modify the participant’s properties effectively  
creating a new participant. When the OK button in the Participant  
Properties dialog box is clicked the new participant is connected to the  
selected conference.  
To paste a participant as a new participant:  
1
In the Conferences List pane, click the conference you want to paste the  
copied/cut participant into.  
Right-click in the Participants List pane of the selected conference and  
in the drop-down menu select Paste Participant As.  
or  
If you are using the RMX Manager and you want to paste the  
participant to a conference on another RMX:  
a
b
In the MCUs list pane, click the RMX that is hosting the  
conference that is to receive the participant.  
In the Conferences list pane, click the conference you want to  
paste the copied/cut participant into.  
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c
Right-click, and in the drop-down menu select Paste Participant  
As.  
The Address Book - Participant Properties dialog box is displayed.  
2
Modify the participant information as required. For more  
information see the RMX 1500/2000/4000 Administrator’s  
Guid"Modifying Participants in the Address Book” on page 5-14.  
Optional. If not already in the Address Book, the copied/cut  
participant can be added to the Address Book.  
Optional. The new participant can be added to the Address Book.  
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3
Click the OK button to connect the new participant to the selected  
conference.  
Conference Control Using DTMF Codes  
Participants and chairpersons can manage their connection to ongoing  
conferences from their endpoints, using touch-tone signals (DTMF codes)  
from their endpoints. Table 3-9 lists the DTMF Codes that can be used.  
Chairpersons can also control an ongoing conference using DTMF codes.  
Permissions for DTMF actions to be performed by all conference  
participants or by chairperson only are configured in the Conference IVR  
Service assigned to the conference.  
For more information, see the RMX 1500/2000/4000 Administrator’s Guide,  
"Defining a New Conference IVR Service” on page 14-9.  
To use the DTMF codes to control the conference, the DTMF input must  
be first enabled on the endpoint remote control (for example, entering #).  
Table 3-11 Default DTMF Codes to Manage Conferences and Participants  
Operation  
DTMF String  
Permission  
Individual help  
*0  
All  
Conference help  
00  
*6  
Chairperson  
All  
Mute My Line  
Unmute My Line  
#6  
*9  
All  
Increase Broadcast Volume  
Decrease Broadcast Volume  
Mute All Except Me  
Cancel Mute All Except Me  
Change Password  
All  
#9  
*5  
All  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
All  
#5  
*77  
*86  
#86  
*83  
Mute Incoming Participants  
Unmute Incoming Participants  
Play Help Menu  
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Table 3-11 Default DTMF Codes to Manage Conferences and Participants  
Operation  
DTMF String  
Permission  
Enable Roll Call  
*42  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
All  
Disable Roll Call  
#42  
Roll Call Review Names  
Roll Call Stop Review Names  
Terminate Conference  
Start Click&View  
*43  
#43  
*87  
**  
Change To Chairperson  
Increase Listening Volume  
Decrease Listening Volume  
Override Mute All  
*78  
All  
*76  
All  
#76  
All  
Configurable  
All  
Start Recording  
*3  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
Chairperson  
All  
Stop Recording  
*2  
Pause Recording  
*1  
Secure Conference  
Unsecure Conference  
Show Participants  
*71  
#71  
*88  
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Requesting Help  
A participant can request help using the appropriate DTMF code from  
his/her touch tone telephone or the endpoint’s DTMF input device. The  
participant can request Individual Assistance (default DTMF code *0) or  
Conference Assistance (default DTMF code 00).  
Participants in Entry Queues who failed to enter the correct destination  
conference ID or the conference password will wait for operator  
assistance (provided that an Operator conference is active).  
Participant who is waiting for User (Operator) Assistance is displayed  
with the following icons in the Status column of the Participants pane.  
Awaiting Individual Assistance – The participant has requested  
the user’s (operator’s) assistance.  
Awaiting Conference Assistance – The participant has requested  
the user’s (operator’s) assistance for the conference. This usually  
means that the RMX user (operator) has been requested to join the  
conference.  
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A
Glossary  
This appendix lists the terms and abbreviations that are related to the  
Polycom RMX 1500/2000/4000, and are commonly used in the RMX  
documentation.  
Abbreviation/  
Explanation  
Term  
AGC  
Auto Gain Control. A mechanism that regulates noise and  
audio volume by keeping the received signal of all  
participants balanced.  
Bandwidth  
Defines the information carrying capacity of a channel. In  
analog systems, it is the difference between the highest  
frequency that a channel can carry and the lowest,  
measured in hertz. In digital systems, bandwidth is  
measured in bits per second. The larger a connection's  
bandwidth, the more data can be transmitted in a given  
amount of time, allowing for greater video resolution and  
more sites in a conference. For more information, see  
Line Rate.  
Bonding  
Bandwidth ON Demand INterpolarity Group. A  
transmission protocol that aggregates two 64 Kbps B  
channels to function as one 128 Kbps channel. When  
using several BRI channels, Bonding means that only one  
D-channel serves all BRI channels, while the remaining  
D-channels are used for data transfer.  
See also: BRI.  
Bps, Kbps  
Bits and kilobits per second; a unit of bandwidth, which is  
the amount of data that can flow during one second over a  
communications line (using a transmission medium).  
1 Kbps = 1000 Bps  
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Chapter A-Glossary  
Abbreviation/  
Term  
Explanation  
BRI  
Basic Rate Interface. A type of ISDN connection for  
transiting data, consisting of 3 channels: two B-channels  
(each of 64 Kbps) and one D-channel (16 Kbps).  
Carrier  
A telephone or other company that provides  
telecommunication transmission services.  
CIF, 4CIF, QCIF  
Common Intermediate Format, an optional part of the  
ITU-T's H.261 and H.263 standards. CIF specifies 288  
non-interlaced luminance lines, that contain 176 pixels.  
CIF can be sent at frame rates of 7.5, 10, 15, or 30 per  
second. When operating with CIF, the amount of data to  
transmit cannot exceed 256 K bits (where K equals  
1024).The CIF video format has the capacity to transmit  
video images of 352x288 pixels at 36.45 Mbps and 30  
frames per second. A 4CIF format has four times the  
capacity of CIF; QCIF has quarter the capacity of CIF.  
Codec  
Coder-decoder. A device that converts voice and video  
into digital code, and vice versa. Refers to the endpoint  
video camera and video board that are used for  
videoconferencing.  
Conference  
Connection between two or more endpoints exchanging  
video and audio information. If only two endpoints are  
involved, a conference is called point-to-point and no  
MCU is required. If more than two endpoints are involved,  
it is called a multipoint conference, and an MCU  
(Multipoint Control Unit) is required as the management  
system. For more information, see MCU.  
CSU  
DBA  
Channel Service Unit. Customer-provided equipment that  
is used as an interface between a communication network  
and the data terminal.  
Dynamic Bandwidth Allocation. Used to allocate the  
bandwidth needed to transmit the additional packets. for  
LPR.  
A-2  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Abbreviation/  
Term  
Explanation  
DTMF  
Dual Tone Multi Frequency. A system of coded signals  
used by touch-tone telephones in which a specific sound,  
frequency or tone is assigned to each key so that the  
signal can be easily recognized by a computer. The codes  
enable data input and control of voice-processing  
systems. DTMF signals can pass through the entire  
connection to the destination device and therefore are  
used for remote control after the connection with the MCU  
is established.  
E1 Line  
A 2Mb digital switched line used in Europe.  
Endpoint  
A hardware device, or set of devices, that can call, and be  
called by an MCU or another endpoint. For example, an  
endpoint can be a phone, a camera and microphone  
connected to a PC or an integrated Room System  
(conferencing system).  
FECC  
Far End Camera Control. In certain video cameras, the  
accompanying software that enables a participant to  
control a remote camera. Used in Continuous Presence  
video conferences in conjunction with the LSD option. For  
more information, see LSD.  
Frame  
A group of bits that make up an elementary block of video  
data for transmission by certain protocols.  
Frame Rate  
The number of video frames displayed on-screen during  
one second, measured in fps (frames per second).  
G.711  
ITU-T audio algorithm, 64Kbps, 3.4 kHz.  
ITU-T audio algorithm, 64Kbps, 7 kHz.  
ITU-T audio algorithm, 16Kbps, 3.4 kHz.  
G.722  
G.728  
Gatekeeper  
A type of server that performs two main functions:  
translates LAN alias addresses of terminals and gateways  
to IP addresses and provides bandwidth management.  
H.221  
ITU-T standard that defines how to multiplex video, audio,  
control, and user data into one serial bit stream.  
A-3  
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Chapter A-Glossary  
Abbreviation/  
Term  
Explanation  
H.230  
ITU-T standard that defines simple multipoint control  
systems procedures and describes network maintenance  
functions.  
H.231  
H.242  
H.243  
ITU-T standard that defines a set of MCU functions and  
operational requirements.  
ITU-T standard that defines initiation of communications  
between systems and capabilities negotiation procedures.  
ITU-T standard that defines initiation of communications  
between systems and capabilities negotiation procedures  
in multipoint conferences.  
H.261  
H.263  
ITU-T standard that defines the Px64 video coding  
algorithm.  
ITU-T standard that provides improved compression and  
quality of video images at a line rate lower than 384 Kbps.  
This standard is not supported by all codecs.  
H.264*  
H.264  
A proprietary Polycom Video compression standard.  
ITU-T standard that provides improved compression and  
quality of video images in lower line rate connections and  
is part of the Highest Common mechanism in Video  
Switching conferences.  
H.320  
H.323  
ICE  
ITU-T standard that defines how the H-series video  
conferencing recommendations work together.  
ITU-T standard for audio, video and data communications  
across IP-based (LAN) networks, including the Internet.  
Interactive Connectivity Establishment (ICE) provides a  
structure/protocol to unify the various NAT Traversal  
techniques that are used to cross firewalls.  
It enables SIP based endpoints to connect while  
traversing a variety of firewalls that may exist between the  
calling endpoint (local) and the MCU or called endpoint  
(remote).  
IP  
Internet Protocol. The working protocol that forms the  
basis of the internet.  
A-4  
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Polycom RMX 1500/2000/4000 Getting Started Guide  
Abbreviation/  
Term  
Explanation  
ISDN  
Integrated Services Digital Network. A set of protocol and  
interface standards (voice, video and data) that comprise  
a telephone network. There are two types of ISDN lines:  
BRI and PRI.  
ITU-T Standard  
LAN  
International Telecommunications Union,  
Telecommunication Standardization Sector (formerly  
CCITT). An international group that produces official  
standards for telecommunications.  
Local Area Network. A group of computers and other  
devices linked via a network’s operating system.  
LDAP  
Lightweight Directory Access Protocol.  
Line Rate  
The amount of bandwidth used by a communication  
device, measured in Kbps (kilobits per second).  
LPR  
Lost Packet Recovery. An algorithm that creates  
additional packets that contain recovery information  
necessary to reconstruct lost packets.  
MCU  
Multipoint Control Unit. Device which allows more than  
two sites to be connected in a video conference.  
Null modem cable A serial cable designed to eliminate the need for  
communication equipment when two digital devices are  
directly connected to each other.  
Participant  
A person using an endpoint to connect to a conference.  
When using a Room System, several participants use a  
single endpoint.  
PRI  
Priority Rate Interface. An ISDN interface designed for  
high volume data communication. Consists of 23 B  
channels of 64 Kbps each and one D channel of 64 Kbps.  
In Europe, the PRI line provides 30 B channels + one D  
channel.  
PSTN  
Public Switched Telephone Network.  
A-5  
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Chapter A-Glossary  
Abbreviation/  
Term  
Explanation  
QCIF  
Quarter CIF. A video format with image size of 176x144  
pixels that transmits 9.115 Mbps at 30 frames per second  
(a quarter of the capacity of CIF). For more information,  
see CIF.  
QoS  
Quality of Service. QoS defines the performance of a  
network service, such as the average delay between  
packets.  
RS-232  
SIP  
A standard for serial interface connection.  
Session Initiation Protocol. An application-layer protocol  
designed to work over IP networks. A SIP service defines  
the properties and the IP addresses of the SIP network  
components.  
Span  
An ISDN line or leased line. A span may be of either T1  
(United States) or E1 (Europe) type. Also called a circuit.  
SRTP  
Encryption of SIP Media is supported using SRTP  
(Secured Real-time Transport Protocol) and the AES key  
exchange method.  
T1 Line  
ToS  
A 1.5Mb digital switched line used in the United States.  
Type of Service. ToS defines optimization tagging for  
routing audio and video packets.  
WAN  
Wide Area Network. A communications network that  
services a geographical area larger than the LAN.  
Whiteboard  
An on-screen shared notebook for placement of shared  
documents.  
A-6  
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