RMX 2000 Presales Tech Training

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POLYCOM CONFIDENTIAL Pre-Sales Technical Training Course Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience. Experience. RMX 2000 Real-Time Media Conferencing Platform

Transcript of RMX 2000 Presales Tech Training

Page 1: RMX 2000 Presales Tech Training

POLYCOM CONFIDENTIAL

Pre-Sales Technical Training Course

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

RMX 2000 Real-Time Media Conferencing Platform

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Course ObjectivesCourse ObjectivesUpon completion of this course the student will able to:

Identify the RMX 2000 key hardware components and functionsIdentify and clarify the RMX 2000 system’s primary featuresDiscuss the first time installation and configuration three key procedures for the RMX 2000Recall the default conference settings for the RMX 2000Recall the most common operations performed via the RMX Web ClientIdentify the five panes associated with the RMX Web ClientDiscuss the login levels and viewing permissions for the Chairperson, Operator or AdministratorState the ways to start a conference using the RMX 2000Understand how to enable personal layout control with Click&View

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RMX 2000 RMX 2000 –– AgendaAgendaLesson 1: Hardware and System Overview

Lesson 2: First Time Installation and Configuration

Lesson 3: Basic Operation

Lesson 4: Administration (Optional)Lesson 5: Interoperability and System Limitations (Optional)Lesson 6: Summary and Closing

Lesson 7: Pre-Sales Technical Assessment*

* Disclaimer: The on-line assessment is required to complete the learning experience and to obtain credit for the Polycom RMX 2000 Pre-Sales Technical Training course!

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 1: Hardware and System Overview

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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Lesson 1 Lesson 1 –– Learning ObjectivesLearning ObjectivesUpon completion of this lesson the student will able to:

Identify the RMX 2000 key hardware components and functions– Management Server (CNTL), Media Processing Modules (MPM) and

the Hardware Management Module and IP switching (RTM IP), Power Supplies and Fan Drawers, and internal board LEDs

– Define the RMX front panel controls and indicatorsIdentify and clarify the RMX 2000 system’s primary featuresExplain the RMX Advanced Telecom Computing Architecture (ATCA) system architecture

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RMX 2000 – What is it?

Next Generation Media Server

What is a media server?Scaleable multimedia IP packet processing platformMedia processing “engine” to be controlled by an application server

What makes the RMX 2000 different?Most media servers are generic processing enginesRMX 2000 is optimized for audio and video processing

First application running on RMX2000 is multipoint IP Video and VoIP

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RMX Hardware Overview

3U High

19” rack-mountable

Input Voltage: 100 - 220v

Media Processing Module (MPM) X 2

CPU (CNTL) – management server

Optional IAM on-board SE200 application server

RTM IP – HW management module (Shelf Management) and IP switching

Power supply and Fan drawers

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RMX 2000 ATCA DesignRMX 2000 ATCA Design

Carrier-grade platform delivers performance, reliability & serviceabilityFuture-focused high BW IP platform for compute intensive appsUltra high-speed internal and external connectivity Front loading, hot swappable, self configuring modulesOn board shelf management automates system monitoring and fault resolution

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What is ATCA? Advanced Telecom Computing Architecture (ATCA)

"Advanced Telecom Computing Architecture, or AdvancedTCA is a series of industry standard specifications for the next generation of carrier grade communications equipment. AdvancedTCA incorporates the latest trends in high speed interconnect technologies, next generation processors, and improved reliability, manageability and serviceability, resulting in a new blade (board) and chassis (shelf) form factor optimized for communications." [Intel]With the significant and steady growth of the use of VoIP, ATCA is expected to encompass the multi-billion dollar market by 2009. All major telecom industry hardware manufacturers and providers have incorporated ATCA into their products and product lines.

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RMX 2000 ATCA Design RMX 2000 ATCA Design LAN Connectors and IndicationsLAN Connectors and Indications

IP Backplane

MPM MPM CNTL IAM

LAN

ShM

HW management HW management and diagnostics and diagnostics is available even is available even when the control when the control board is downboard is down

Gigabit EthernetGigabit Ethernet

Active BP

Fabric Network

FRU’s: MPM, CNTL/ IAM, RTM IP, Power Supply Drawer, and Fan Drawer.

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RMX 2000 RTM IP BoardRMX 2000 RTM IP Board

USB Key contains a text file (lan.cfg) holding the factory default IP address parameters

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Shelf ManagementShelf ManagementMonitors, controls, and assures proper operation of Boards, Fans, Power Supply, and the IP backplane

Watches over the basic health of the system, reports anomalies, and takes corrective action when needed

Retrieves inventory information and sensor readings as well as receive event reports and failure notifications from Boards and other Field Replaceable Units (FAN and Power Supply)

Performs basic recovery operations such as power cycle or reset of managed entities

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NetworkGigabit Ethernet (Four Indications pairs (Link/1Gb) for MPM and CPU)High Speed Fabric I/F

Shelf Manager and IPMI controller Fan controllerPower supply controls Memory (System relevant information) Real Time Clock (RTC)Fast Ethernet I/F

12V Power for CPU cards, RTM IP and FANS

RTM - IP

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26 TI DM642 720MHz DSP

Linux-based Operating SystemThe two MPMs are connected via a fast Fabric network to share uncompressed media

RolesAudio + RTP processingVideo Processing

Media Processing Module (MPM)

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Control BoardPentium M 1.4GHz with 512MB RAM

1GB Compact flash

60 GB Hard disk

Linux OS

SW is stored on the flash disk

Hard Disk for log files and Call Detail Report (CDR)

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Consist of two 48V 300W power supply –Total 600W

Load sharing

Wide range input 90 to 264 V AC

Power fail indication to the Shelf Management

Power status indication on the fans drawer, bi-color led

Thermal auto shut down

Power Supply

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SensorsSensors

TemperatureVoltageBattery

Each sensor has the following rangeNormalMajorCritical

3RTM-IP

2CNTL

2MPM

# of Temp SensorsCard

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RTM IP – Board LEDsERR – Red indication for a major error

ACT – Amber indication for activity

RDY – Green indication, the board is ready to work

HS – Blue indication, the board is ready to be pulled out safely

HD – Red, hard disk activity (CNTL and IAM)

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Multipoint Video Conferencing using an Multipoint Video Conferencing using an Polycom RMX 2000Polycom RMX 2000

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RMX 2000 RMX 2000 –– Main FeaturesMain FeaturesVideo Display

Dynamic Continuous Presence – 24 Video Layouts

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RMX 2000 RMX 2000 –– Main Features (Cont.)Main Features (Cont.)Standard Definition (SD) – 256Kbps to 2Mbps

SD15 – SD resolution at 15 fpsSD30 – SD resolution at 30 fps Video resolutions is also defined by the Quality settings:

– Motion and Sharpness– The combination of frame rate and resolution affects the number of ports

required on the MCU to support the call.

High Definition (HD) – 384Kbps to 4MbpsHD resolution forces all conference participants to connect using the same conference line rate and HD capabilities

Multiple Switching ModesVoice, User Forced, Lecture Mode, and Presentation Mode

H.239 / People+ContentMedia Encryption – based on AES 128 Media Encryption and DH 1024 Key Exchange standardsIVR-Enabled ConferencingEntry Queue

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RMX 2000 RMX 2000 –– Main Features (Cont.)Main Features (Cont.)Conferencing Capabilities and Options

On Demand Conferencing– New Conference – setup once, use once. The conference is deleted

from the MCU after it ends.– Meeting Rooms – setup 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 is created when a user dials in.

Connection Methods– Dial-out: automatically, to pre-defined participants (line rate

detection is automatic)– Dial-in:

for participants defined in advancefor undefined participants directly to a conferencefor undefined participants via a single dial Entry Queue

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RMX 2000 RMX 2000 –– Main Features (Cont.)Main Features (Cont.)Conference Management and Monitoring Features:

Lecture Mode or Presentation Mode in Continuous Presence conferencesFar End Camera Control (FECC/LSD) in video conferencesAutomatic termination of idle (no participants) conferencesAutomatic extension of conference durationControl of listening and broadcasting audio volume for individual participantsAuto Gain Control (AGC) noise and audio volume regulation for individual participantsConference control via DTMF codes from participant’s endpoint or telephoneEntry, exit and end-of-conference indicationsMedia encryptionActive display of all conferences and participantsReal-time monitoring of each participant’s connection status and propertiesMultiple drag & drop of participantsEasily accessed Call Detail Records (CDR) for administratorActive display of all system resources

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 2: First Time Installation and Configuration

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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Lesson 2 Lesson 2 –– Learning ObjectivesLearning ObjectivesUpon completion of this lesson the student will able to:

Discuss the first time installation and configuration three key procedures for the RMX 2000

– Hardware Installation and Setup– Gather Network Equipment and Address Information– First Entry Configuration

Recall the default conference settings for the RMX 2000– Meeting Rooms– Conference Profile– IVR Service– Entry Queue– Entry Queue Service

State where to go for additional help in configuring the RMX 2000

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First Time Installation and ConfigurationFirst Time Installation and ConfigurationHardware Installation and Setup

Mount the RMX in a rack using rack brackets or a shelfConnect the LAN cable into LAN port 2 and the power cable

Gather Network Equipment and Address InformationGet the information needed for integrating the RMX into the local network– Control Unit IP Address: 192.168.1.254 “default”– Control Unit Subnet Mask: 255.255.255.0– Control Unit Gateway: 192.168.1.1 “default”– Shelf Management IP Address: 192.168.1.252

First Entry Configuration1. Register the RMX by obtaining a Product Activation Key2. Modify the factory default Management Network settings – Edit the

lan.cfg file on the USB key using a text editor program3. First-time Power-up and connection to MCU4. Configure the Default IP Service settings via the Fast Configuration

Wizard

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Fast Configuration WizardFast Configuration WizardThe Fast Configuration Wizard starts automatically whenever one or both of the following conditions occurs:

The RMX cannot access the Default IP Service. This happens during First Time Power-up, before the service has been defined.The Default IP Service has been deleted, followed by an RMX reset.

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Successful Configuration for the RMX 2000Successful Configuration for the RMX 2000Success Message

Confirmation of Reset

System Reset

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Default Conference SettingsDefault Conference Settings

Name: Conference IVR Service

The Conference IVR Service contains a set of voice prompts in English that automates the participant’s

connection to a conference. The IVR Service includes all the voice messages played during the

participant connection process and during the conference.

IVR Service

Name: DefaultVideo384

A Conference Profile is assigned to a Meeting Room to define its conferencing properties.

The DefaultVideo384 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 Profile

Conferences saved on the MCU without using resources. They are activated when the first participant

dials in. All Meeting Rooms are based on a Profile. The maximum number of Meeting Rooms that can be

stored in the MCU memory is 200. There are four Meeting Rooms ready for use:

Name ID:Maple_Room 1001Oak_Room 1002Juniper_Room 1003Fig_Room 1004

Each Meeting Room uses the default Conference Profile called DefaultVideo384 running at 384Kbps and

has a default duration of one hour.

Meeting Rooms

DescriptionEntity

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Default Conferencing Settings (Cont.)Default Conferencing Settings (Cont.)

Name: Entry Queue IVR ServiceIncludes all the voice messages and video slides used to guide participants though their

connection process and route them to their destination conference. Entry Queue IVR

Service is the default IVR Service provided for the default Entry Queue.

The Entry Queue is also set to Ad Hoc conferencing which allows participants to start new conferences without prior definition by entering a Conference ID that is not used by any on going conference currently running on the MCU, or Meeting Room.The default Welcome Slide displayed at the participants endpoint lists the default Meeting

Rooms. The participant can select on of these Meeting Rooms or enter another ID to start

a new conference.

Entry Queue Service

Name: DefaultEQ 1000A single dial Routing Lobby for all conferences (optional). A default Entry Queue called

DefaultEQ is provided for routing calls from undefined participants to conferences. It uses

Entry Queue IVR Service called RMX EQ Service.

Entry Queue

DescriptionEntity

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Customizing the Default Conferencing SettingsTo customize the Voice Prompts and Video SlidesTo modify the conference bit rateTo allow participants to connect to a single dial Entry QueueYou can personalize Meeting RoomsYou can create your own Address Book

For more information and details on these customized RMX default conferencing settings, please refer to the RMX 2000 Administrator’s Guide.

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 3: Basic Operation

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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Lesson 3 Lesson 3 –– Learning ObjectivesLearning ObjectivesUpon completion of this lesson the student will able to:

Recall the most common operations performed via the RMX Web Client

– Starting, monitoring and managing conferences– Monitoring and managing participants and endpoints as individuals

or groupsIdentify the five panes associated with the RMX Web Client

– Conference List , List Pane, RMX Management, Status Bar, and Address Book

Discuss the login levels and viewing permissions for the Chairperson, Operator or AdministratorState the ways to start a conference using the RMX 2000

– Clicking the New Conference button– Dial in to a Meeting Room– Dial in to a Ad Hoc Entry Queue

Understand how to enable personal layout control with Click&View

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Basic OperationBasic OperationThe most common operations performed via the RMX Web Client are:

Starting, monitoring and managing conferencesMonitoring 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.

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Starting the RMX 2000Starting the RMX 2000User name

Password

MCU IP Addresshttp://192.168.1.254 “default”

Enter your Username and PasswordThe defaults are both POLYCOM

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RMX 2000 Screen ComponentsRMX 2000 Screen Components

Note: The administrator’s view is shown above.

You can Login as a Chairperson, Operator or Administrator. Your Login level determines your viewing and system permissions.

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Viewing PermissionsViewing Permissions

Conference List

Address Book

List Pane

RMX Management

Status Bar

Conference Status

Conference Alarms

Configurations

AdministratorOperatorChairperson

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System PermissionsSystem Permissions

Start Conferences

Monitor Participants

Monitor Conferences

Modify MCU Config

Solve Basic Problems

AdministratorOperatorChairperson

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Conference ListConference ListLists all the conferences running on the MCU along with their Status, Conference ID, Start Time, and End Timedata.

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List PaneList PaneDisplays a list and number of participants or the system management items selected in the Conference List or RMX Management pane.

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RMX 2000 ManagementRMX 2000 ManagementThe RMX Management pane lists the parameters that need to be configured to set up and run conferences.

The Configuration Pane is divided into two sections:Frequently Used – parameters often configured monitored or modified.Rarely Used – parameters configured during initial system set-up and rarely modified afterward.

Only administrators can modify these parameters.

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Status BarStatus BarThe Status Bar at the bottom of the RMX screen contains System and Participant Alerts tabs as well as a Port Usage Gauge and an MCU State indicator.

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System AlertsSystem AlertsThis is a list of system problems. The alert indicator flashes red when at least one system problem exists. The flashing continues until an operator or administrator reviews the list.

Open the System Alerts pane by clicking the System Alerts button in the left corner of the Status Bar.

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Participant AlertsParticipant AlertsIt is a list of participants that are experiencing connection problems. It is sorted by conference.

Open the Participant Alerts pane by clicking the Participant Alerts button on the left side of the Status Bar.

Close the Participant Alerts pane by clicking the Participant Alerts button again.

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Port Usage GaugePort Usage GaugeThe Port Usage Gauge indicates the number of ports in use. It also indicates the number of ports licensed for the system. The red area indicates the capacity usage threshold. The usage threshold represents a percentage of the total number of ports available. The red area flashes and a System Alert is generated when port usage reaches or exceeds the threshold.

The default port usage threshold is 80% and can be set by the system administrator.

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MCU StateMCU StateThe MCU State indicator displays one of the following:

Normal – The MCU is functioning normally.Minor – The MCU has a minor problem but users

can keep working.Major – The MCU has a major problem. MCU

behavior could be effected and attention is required.

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Address BookAddress BookThe Address Book is a list of Participants and Groups that have been defined on the RMX. The information in the address book enables RMX users to easily assign participants to conferences.

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Starting a ConferenceStarting a ConferenceThere are several ways to start a conference:

Clicking the New Conference button in the Conferences pane,.Dialing in to a Meeting Room.

– A Meeting Room is a conference that is saved in the MCU. It remains in passive mode until it is activated by the first participant, or the meeting organizer, dialing in.

Dialing in to an Ad Hoc Entry Queue which is used as the access point to the MCU.

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Starting a Conference from the Conference PaneStarting a Conference from the Conference PaneClick the New Conference button

Note: The duration “default” is 1:00 hour and the system automatically generates a unique conference name.

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Participant Tab Participant Tab –– OptionalOptionalDefine participants – Name, IP address, Alias Name/SIP Address, Interface, Connection, Encryption, and Lecturer.

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To add participants from the Address BookIn the Participants List, click the Add from Address Book button to open the Participants Address Book.

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To drag & drop participants into the Participants ListTo drag & drop participants into the Participants ListOpen 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.

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Information Tab (Optional)Information Tab (Optional)This information is written to the Conference Data Record (CDR) when the conference is launched. Changes made to this information once the conference is running are not saved to the CDR.

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Connecting to a ConferenceConnecting to a Conference

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DialDial--in H.323 Participantsin H.323 ParticipantsFor H.323 participants, the dialing string is composed of the MCU prefix in the Gatekeeper and the conference ID. For example:

Gatekeeper Prefix 925Conference ID 1001Conference Name Maple_Room

The participant dials 9251001 or 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 ##. For example:

MCU (Signaling Host) IP address 172.22.30.40Conference ID 1001

The participant dials 172.22.30.40##1001

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DialDial--in SIP Participantsin SIP ParticipantsFor SIP participants the dialing string is composed of the conference name and domain name in the following format: conference_name@domain_name. For example:

[email protected]

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Conference Access Via an Entry QueueConference Access Via an Entry Queue

Dialing is done in the same way as for conferences, where the Entry Queue ID/Name replaces the Conference ID/Name.

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Ad Hoc ConferencingAd Hoc ConferencingThe Entry Queue can also be used for Ad Hoc conferencing. If the Ad Hoc option is enabled for the Entry Queue, when the participant enters the target conference ID the system checks whether a conference with that ID is already running on the MCU. If not, the system automatically creates a new ongoing conference with that ID.

An Ad Hoc conference is a conference that is started instantly, without a prior conference definition. The conference parameters are based on a Profile linked to the Entry Queue. As opposed to Meeting Rooms, that are predefined conferences saved on the MCU,Ad Hoc conferences are not stored on the MCU. Once an Ad Hoc conference is started it becomes an ongoing conference, and it is monitored and controlled as any standard ongoing conference.

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Conference and Participant MonitoringConference and Participant MonitoringThree levels of monitoring are available with the RMX:

General Monitoring - You can monitor the general status of all ongoing conferences and their participants in the main window.Conference Level Monitoring - You can view additional information regarding a specific conference and modify its parameters if required, using the Conference Properties option.Participant Level Monitoring - You can view detailed information on the participant's status, using the Participant Properties option.

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General Monitoring On Going ConferencesGeneral Monitoring On Going ConferencesGeneral monitoring enables you to keep track of conferences and their participants.

If all participants are correctly connected and whether errors or faults have occurred.

During conferences you can view the endpoint site names in the endpoint’s video layout windows. Endpoints can display up to 33 characters of the site’s name, depending on the window’s layout (size).

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Monitoring and Operations MethodsMonitoring and Operations Methods

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MultiMulti--selected Conferencesselected ConferencesUsing multi-select, you can monitor and perform simultaneous operations on multiple participants in multiple conferences.

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Conference Level MonitoringConference Level MonitoringConference level monitoring is available to the administrator, operator and chairperson.

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Conference PropertiesConference PropertiesAdditional information about the conference can be viewed when accessing the conference properties.

HD icon

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Participant Level MonitoringParticipant Level MonitoringWhen 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:

Name, Status, Role, IP, Alias Name/SIP Address, Network, Direction, Audio, Video, Encryption, FECC Token, and Content Token

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Operations Performed During On Going ConferencesOperations Performed During On Going ConferencesConference Level Operations

Changing the Duration of a ConferenceChanging the Video Layout of a ConferenceVideo Forcing

Participant Level OperationsEnables you to modify and control the connections and statuses of participants in on going conferences.Personal Layout Control With Click&View

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Changing the Duration of a ConferenceChanging the Duration of a ConferenceExtend a conference manually

Terminate a conference manually

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Changing the Video Layout of a ConferenceChanging the Video Layout of a ConferenceWhile the conference is running you can change the video layout and select one of 24 video layouts supported by the RMX.

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Video ForcingVideo ForcingThe chairperson or operator can select which participant appears in each of the video layout windows for any participant by using Video Forcing. Conferences start with the layout defined in the Conference Profile.

Video Forcing applies to Dynamic Continuous Presence conferences.

Video Forcing works on two levels:Conference Level – Applies to all conference participants. All participants have the same video layout.Participant Level – The participant’s video layout is changed. All other conference participants’ video layouts are not affected.

Video Forcing can be cancelled by individual participants via Personal Layout Control without affecting other participants.

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Video Forcing GuidelinesVideo Forcing GuidelinesA participant cannot appear in two or more windows at the same time.Participant level video forcing overrides conference level videoforcing.A participant can view him/herself in a layout window, by selecting the Same Layout option.When different size video windows are used in video layouts such as 1+2, 1+3, 1+4, etc., a participant can only be forced, in Personal Layout, to a video window of the same size as that selected for him/her in Conference Layout.When changing the Video Layout at the conference level, the video forcing settings are not applied to a new layout, and video switching is audio-activated. The video forcing setting are saved and applied the next time the layout is selected.Windows that are not assigned any participant display the current speaker and last speakers.

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In the Video Layout pane, in the window to which you want to force a participant, select the participant’s name from the list of conference participants.

To cancel Video Forcing for a window: simply select Auto Select from the participants list. In such a case, switching between participants is audio activated.

To Video Force a Participant to WindowTo Video Force a Participant to Window

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Participant Level OperationsParticipant Level OperationsParticipant Level Operations enables you to modify and control the connections and statuses of participants in on going conferences.

New Participant, Add Participant From Address Book, Connect Participant, Disconnect Participant, Audio Mute, Unmute Audio, Suspend Video, Resume Video, Block Audio, Unblock Audio, Add Participant to Address Book, Abort H.239 Session, Change to Chairperson, Change to Regular Participant, and Participant Properties.

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Personal Layout Control With Personal Layout Control With Click&ViewClick&ViewWith the Click&View application, participants can change their Personal Layouts via DTMF codes entered from their endpoints. This option is available only if the Click&View option is selected in the IVR Service used in the conference.

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Enable Click&View – on the endpoint’s keypad, enter

* *. Note: For a Polycom VSX endpoint the entry

sequence is *, * *.

DTMF Code 4

Personal Layout Options MenuPersonal Layout Options Menu

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Video Layout OptionsVideo Layout Options

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 4: Administration (OPTIONAL)

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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Lesson 4 Lesson 4 –– Learning ObjectivesLearning ObjectivesUpon completion of this lesson the student will able to:

Recall how to modify conference profiles within the RMX Web ClientDiscuss the conference modes and features for the RMXRecall how to define and view conference profilesExplain why the entry queue is a special routing lobby to accessconferencesDiscuss how to add a participant to the address bookExplain how to enable cascading conferences between two MCU’sDescribe how Interactive Voice Response (IVR) Services and Languages can be modified for a given environmentCompare and Contrast RMX System and Participant AlertsState how to monitor the RMX hardware and run diagnostics

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Conference ProfilesConference ProfilesProfiles are conference templates stored on the MCU that enable you to define all types of conferences.

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Conferencing EntitiesConferencing EntitiesThe default conference profile is automatically assigned to the conferencing entities: meeting rooms and entry queue.

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Conferencing Modes Conferencing Modes –– Standard ConferencingStandard ConferencingWhen defining a new video Profile, you select the parameters that determine the video display on the participant’s endpoint and the quality of the video.

The main parameters that define the quality of a video conference are:

Bit Rate - The transfer rate of video and audio streams. The higher the bit rate, the better video quality that can be viewed.Audio Algorithm - The audio compression algorithm determines the quality of the conference audio.Video protocol, video format, frame rate, annexes, and interlaced video mode - These parameters define the quality of the video images. The system selects the appropriate video setting for each endpoint according to the endpoint capabilities when connecting to the conference. For example, H.264 protocol provides better compression of video images in bit rates lower than 384 Kbps and it will be automatically selected for the endpoint if it supports H.264.

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Standard Conferencing (Cont.)Standard Conferencing (Cont.)Standard Definition (SD) video - A high quality video protocol which uses the H.264 video algorithm. It enables HD compliant endpoints to connect to Continuous Presence conferences at resolutions of 720X576 for PAL systems and 720X480 for NTSC systems. Bit rates for SD range from 256Kbps to 2Mbps.

High Definition (HD) video – An ultra-high quality video resolution enabling compliant endpoints to connect to conferences at resolutions of 1280x720 (720p) and at bit rates ranging from 384kbp to 4Mb.

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Supplemental Conferencing FeaturesSupplemental Conferencing FeaturesH.239 – Allows compliant endpoints to transmit and receive two simultaneous streams of conference data to enable Content sharing.Lecture Mode – The lecturer is seen by all participants in full screen while the lecturer views all conference participants in the selected video layout.Presentation Mode – When the current speaker’s speech exceeds a predefined time (30 seconds), the conference layout automatically changes to full screen, displaying the current speaker as the conference lecturer on all the participants’ endpoints. During this time the speaker’s endpoint displays the previous conference layout. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to its predefined video layout. Presentation mode is available with Auto Layout and Same Layout.

If the speaker in a video conference is an Audio Only participant, the Presentation Mode is disabled for that participant.Video forcing works in the same way as in Lecture Mode when Presentation Mode is activated, that is, forcing is only enabled at the conference level, and it only applies to the video layout viewed by the lecturer.

Encryption – Used to enhance media security at conference and participant levels.

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Viewing ProfilesViewing ProfilesConference Profiles are listed in the Conference Profiles list pane.

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Defining ProfilesDefining ProfilesProfiles are the basis for the definition of all ongoing conferences, Meeting Rooms, and Entry Queues and they contain only conference properties.

Define a New Profile:1. Click Conference Profiles2. Click New Profile3. Define Profile name and general

parameters4. Click the Video Settings tab5. Define display mode and layout6. Select number of windows for Video layout7. Click the Skins tab and modify the

background and frames8. Select one of the Skins9. Click the IVR tab10. Set the profile properties for IVR (if

required)11. Click OK to complete the profile definition

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Defining a New Profile (Cont.)Defining a New Profile (Cont.)Video Settings tab

Define a New Profile:1. Click Conference Profiles2. Click New Profile3. Define Profile name and general

parameters4. Click the Video Settings tab5. Define display mode and layout6. Select number of windows for Video

layout7. Click the Skins tab and modify the

background and frames8. Select one of the Skins9. Click the IVR tab10. Set the profile properties for IVR (if

required)11. Click OK to complete the profile definition

Video Layout pane

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Defining a New Profile (Cont.)Defining a New Profile (Cont.)Skins tab

Define a New Profile:1. Click Conference Profiles2. Click New Profile3. Define Profile name and general

parameters4. Click the Video Settings tab5. Define display mode and layout6. Select number of windows for Video layout7. Click the Skins tab and modify the

background and frames8. Select one of the Skins9. Click the IVR tab10. Set the profile properties for IVR (if

required)11. Click OK to complete the profile definition

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Defining a New Profile (Cont.)Defining a New Profile (Cont.)IVR tab

Define a New Profile:1. Click Conference Profiles2. Click New Profile3. Define Profile name and general

parameters4. Click the Video Settings tab5. Define display mode and layout6. Select number of windows for Video layout7. Click the Skins tab and modify the

background and frames8. Select one of the Skins9. Click the IVR tab10. Set the profile properties for IVR (if

required)11. Click OK to complete the profile

definition

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Meeting Room Meeting Room –– Main WindowMain WindowAll Meeting Rooms are based on a Profile. The maximum number of Meeting Rooms that can be stored in the MCU memory is 200.

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Creating a New Meeting RoomCreating a New Meeting RoomIn the Meeting Rooms pane click the New Meeting Room button or right-click an empty area in the pane and select the New Meeting Room option from the drop menu.

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Defining a New Entry QueueDefining a New Entry QueueThe Entry Queue is a special routing lobby to access conferences. It can also be used for Ad Hoc conferencing.

Define a New Entry Queue:1. Double-click Entry Queues in the RMX

Management’s rarely used pane2. Click the New Entry Queue button3. Define the Entry Queue definition

parameters:• Name• Profile• ID• Entry Queue Service• Ad Hoc• Cascade

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Transit Entry QueueTransit Entry QueueA Transit Entry Queue is an Entry Queue to which calls with dial strings containing incomplete or incorrect conference routing information are transferred.Calls are routed to the Transit Entry Queue when:

A Gatekeeper is not used, or where calls are made directly to the RMX’sSignaling IP Address, with incorrect or without a Conference ID.When a Gatekeeper is used and only the prefix of the RMX 2000 isdialed, with incorrect or without a Conference ID.When the dial prefix is followed by an incorrect conference ID

When no Transit Entry Queue is defined, all calls are rejected by the RMX 2000. In the Transit Entry Queue, the Entry Queue IVR Service prompts the participant for a destination conference ID. Once the correct information is entered, the participant is transferred to the destination conference.

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Setting a Transit Entry QueueSetting a Transit Entry QueueThe RMX 2000’s factory default settings define the Default Entry Queue also as the Transit Entry Queue. You can designate another Entry Queue as the Transit Entry Queue.

Only one Transit Entry Queue may be defined per RMX and selecting another Entry Queue as the Transit Entry Queue automatically cancels the previous selection.

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To designate an Entry Queue as Transit Entry QueueTo designate an Entry Queue as Transit Entry QueueThe Entry Queue selected as Transit Entry Queue is displayed in bold.

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SIP FactoriesSIP FactoriesSIP Factory is a conferencing entity that enables SIP endpoints to create Ad Hoc conferences. The system is shipped with a default SIP Factory, named DefaultFactory.

When a SIP endpoint calls the SIP Factory URI, a new conference is automatically created based on the Profile parameters, and the endpoint joins the conference.

The SIP Factory URI must be registered with the SIP server to enable routing of calls to the SIP Factory. To ensure that the SIP factory is registered, the option to register Factories must be selected in the Default IP Network Service.

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Creating SIP FactoriesCreating SIP FactoriesSIP Factory Properties

Name – Enter the SIP Factory name.Profile – Select the conference Profile from the list of Profiles defined in the MCU. The default Profile is selected by default. A new conference is created using the parameters defined in the Profile.Automatic Connection – Select this check box to immediately accept the conference creator endpoint to the conference. If the check box is cleared, the endpoint is redirected to the conference and then connected.

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Viewing the Address BookViewing the Address BookBy default, the Address Book pane is docked to the right of the screen when logging into the Polycom RMX 2000. You may also click the Address Book icon in the RMX Management pane for an enlarged view of the listed participants.

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Participant Address Book PropertiesParticipant Address Book Properties

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Adding a Participant to the Address BookAdding a Participant to the Address BookAdding a new participant to the address book.

Add a participant from an ongoing conference to the address book.

You can add as many new participants to the address book as needed.

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Adding a New Participant to the Address BookAdding a New Participant to the Address BookIn the Address Book pane, click the New Participant button.

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New Participant New Participant –– Advanced ParametersAdvanced ParametersName

Video Protocol

Broadcasting Volume

Listening Volume

Encryption

AGC

Cascaded Link

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Add a Participant from an Ongoing Conference Add a Participant from an Ongoing Conference to the Address Bookto the Address Book

Double-click the participant’s icon or right-click the participant icon and select participant properties.

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Participant GroupsParticipant GroupsA group is a predefined collection of participants. A group provides an easy way to connect a combination of endpoints to a conference. For example, if you frequently conduct conferences with the marketing department, you can create a group called “Marketing Team” that contains the endpoints of all members of the marketing team.

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Creating or Deleting a New Group in the Creating or Deleting a New Group in the Address Book Address Book

Creating

Deleting

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Modifying a Group in the Address BookModifying a Group in the Address BookCreate New Participant – Click the New button to create a new participant in the Address Book and have them included in the group.

Add Participant – Add one or more participants to the group by clicking the Add from Address Book button and selecting the participants from the Participants Address Book dialog box.

Remove Participant – Select the one or more desired participants in the Group properties dialog box and click the Remove button. Multiple selection of participants using Microsoft Windows conventions is enabled for (adding/removing) participants (to/from) the Group.

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Importing and Exporting Address BooksImporting and Exporting Address BooksAddress Book databases are proprietary Polycom data files that can only be distributed among RMX units. The databases are exported in XML format, which are editable offline. If no name is assigned to the exported database, the default file name is:

EMA.DataObjects.OfflineTemplates.AddressbookContent_.xml

Importing Exporting

Note: When importing an Address Book, participants with exact names in the current Address Book will be overridden by the imported Address Book.

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Standard Definition (SD)Standard Definition (SD)System resources (ports) are allocated according to endpoint capability and are optimized by allocating SD resources only to endpoints capable of receiving SD resolution.

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Video Display with SD and CIF video ConnectionsVideo Display with SD and CIF video ConnectionsAlthough any combination of CIF and SD connections is supported in all CP conferences, the following rules apply:

In a 1X1 layout, if the speaker transmits CIF, the MCU will sendCIF to all participants, including the SD participants. In any other layout the MCU will transmit to each participant at the participant’s sending resolution.In asymmetrical layouts, a participant in the large frame that sends CIF is displayed in CIF.In panoramic layouts, participants that send CIF also receive CIF.

SD with specialized featuresH.239Encryption and FECCLecture ModeSupported by the Cascaded link

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Enabling SDEnabling SDFor the MCU to allocate SD resources to endpoints all of the following criteria must be met:

The MAX_CP_RESOLUTION flag must be set to SD15 or SD30.The endpoint’s resolution capabilities must be higher than CIF.The appropriate Quality parameter must be selected in the conference Profile. The RMX must have available resources (ports).

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High Definition (HD)High Definition (HD)Prior to running HD conferences, an HD enabled Profile must be created.

To connect to an HD conference via an Entry Queue, the Entry Queue must be HD enabled and must be set to the same bit rate as the target conference.

Video Display in HD ConferencesThe only supported layout is 1x1.Displayed aspect ratio is 4x3 or 16x9.Personal layout, site names, skins, etc... are not supported in HD.Video forcing is enabled only at the conference level.

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HD (Cont.)HD (Cont.)Specialized Features Supported in HD

H.239 is supported with HD. When an endpoint starts a Content session, the video bit rate will be decreased according to the Content allocation settings, and this may result in a lower frame rate.Encryption and FECC are supported in HD.Lecture Mode is supported in HD.HD is supported by the cascaded link. If the API attempts to send a parameter or value that is illegalwithin the HD definition, the MCU will override the API and force the parameter or value defined in the current HD conference profile.

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Enabling HDEnabling HDFor the MCU to run HD conferences the following criteria must be met:

The HD_THRESHOLD_BITRATE flag must be set in the system configuration.The endpoints must support HD.The appropriate Line rate (same or above defined threshold) and HD parameters must be selected in the conference Profile. The RMX must have available resources (ports).

Default HD Threshold Bit Rate (range 384kbps to 4Mbs, default is 768 Kbps)

To run HD conferences, define the minimum bit rate required by endpoints to connect to an HD conference in the System Configuration.Endpoints that cannot support this bit rate are connected as audio only.

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Creating HD ProfilesCreating HD ProfilesHigh Definition conferences, Entry Queues and Meeting Rooms are created by selecting an HD-enabled Profile. If Conferences /Meeting Rooms are accessed via an Entry Queue, it is recommended to use the same Profile for both the target conference and Entry Queue.

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HD conferences appear with the HD ( ) icon in the conferences list to indicate the currently running HD conference(s).

Monitoring HD ConferencesMonitoring HD Conferences

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H.239H.239The H.239 protocol allows compliant endpoints to transmit and receive two simultaneous video streams:

People Conference – Continuous Presence conferenceContent Conference – Video Switching conference for content sharing

By default, all Conferences, Entry Queues, and Meeting Rooms launched on the RMX have H.239 capability.To view Content, endpoints must use the same Bit Rate, Protocol, and Resolution. An endpoint may not send Content while connecting to an Entry Queue.Endpoints without H.239 capability can connect to the video conference without Content.Simple cascade links do not declare H.239 capabilities. Content can only be shared in the local conference. The highest common Content bit rate is calculated for the conference each time an endpoint connects.

If an endpoint connects to an ongoing conference at a lower bit rate than the current bit rate, the Content bit rate for the current conference is re-calculated and decreased.

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Content Resolution and Bit RateContent Resolution and Bit RateThe content algorithm is H.263 Annex T, supporting the following resolutions: QCIF, CIF, 4CIF, VGA, SVGA, XGA and SD.

The content channel can transmit one of the following modes:Graphics – default mode, for standard graphicsHi-res Graphics – requiring a higher bit rate, for high quality display or highly detailed graphicsLive Video – highest bit rate, for video clips or live video display

Bit rate allocation is dynamic during the conference and when the Content channel closes, the video bit rate of the People conference is restored to its maximum.

An endpoint cannot increase its bit rate but it can change its Content resolution during a conference. The RMX can decrease the allocated content bit rate during a conference.

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Bite rate allocated to the Content ChannelBite rate allocated to the Content ChannelThe following table shows the bit rate allocated to the Content channel from the video channel in each of the three Content modes:

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Lecture ModeLecture ModeLecture Mode enables all participants to view the lecturer in full screen while the conference lecturer see all the other conference participants in the selected layout while he/she is speaking. When the number of sites/endpoints exceeds the number of video windows in the layout, switching between participants occurs every 15 seconds.

Automatic switching is suspended when one of the participants begins talking, and it is resumed automatically when the lecturer resumes talking.

Lecture Mode is enabled at the conference level by selecting the lecturer. Automatic switching between participants viewed on the Lecturer’s screen is enabled in the conference Profile.

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Lecture Mode EnabledLecture Mode EnabledWhen Lecture Mode is enabled for the conference, the lecturer isindicated by an icon ( ) in the Role column of the Participants list.

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Media EncryptionMedia EncryptionEncryption is available at the conference and participant levels, based on AES 128 Media Encryption and DH 1024 Key Exchange standards.Media Encryption guidelines:

Encryption is not available in all countries and it is enabled in the MCU license. Contact Polycom Support to enable it.Endpoints must support both AES 128 encryption and DH 1024 key exchange standards which are compliant with H.235 (H.323) to encrypt and to join an encrypted conference.Encryption can be applied at the conference level or participant level.System handling of encrypted and non-encrypted participants are enabled in the configuration file.The encryption mode of the endpoints is not automatically recognized, therefore the encryption mode must be set for the conference or the participants (when defined).Conference level encryption must be set in the Profile, and cannot be changed once the conference is running.Mixing encrypted and non-encrypted endpoints in one conference is supported only for H.323 defined participants. Different states of encryption for predefined IP participants is possible, based on a system flag settings (ALLOW_ENCRYPT_IN_PARTY_LEVEL).In Cascaded conferences, to encrypt the conference the link between the cascaded conferences must be encrypted.

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Encryption OptionsEncryption OptionsWhen enabled, encryption can be applied at the conference level and at the participant level. In addition, you can define whether access to conferences for encrypted and non-encrypted IP participants is done at the conference level or at the participant level.

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Cascading ConferencesCascading ConferencesCascading enables administrators to connect one conference directly to another conference using an H.323 connection. The conferences can run on the same MCU or different MCUs. There are many reasons for cascading conferences, the most common are:

Connecting two conferences on different MCUs at different sites.Utilizing the connection abilities of different MCUs, for example, different communication protocols, such as, serial connections, ISDN, etc....

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Cascaded ConferencesCascaded Conferences

Note: In order to avoid cluttering in the cascaded window, it is advised to selectappropriate video layouts in each conference before cascading them.

Cascading two conferences requires that the following procedures are implemented:

Creating the cascade-enabled Entry QueueCreating a cascade-enabled Dial-out link

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Unsupported features with Cascaded ConferencesUnsupported features with Cascaded ConferencesDTMF codes are enabled in cascaded conference, but only in their local conference. The operations executed via DTMF codes are not forwarded between linked conferences.

H.239 (Content channels will only broadcast in their local MCU).

FECC (Far End Camera Control will only apply to conferences running in their local MCU).

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Monitoring Cascaded ConferencesMonitoring Cascaded Conferences

Cascading linked ( ) icon

Cascaded Conference ( ) icon

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Creating the DialCreating the Dial--out Link from a conference running out Link from a conference running on the MGC to the conference running on the RMXon the MGC to the conference running on the RMX

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Polycom RMX 2000 User Connection LevelsPolycom RMX 2000 User Connection LevelsUsers are Polycom RMX 2000 Web Clients that are defined in the Polycom RMX 2000 user database and can connect to the system to perform various operations.

A Chairperson can only manage new conferences, Meeting Rooms, and participants. The Chairperson does not have access to the Polycom RMX 2000 configurations and utilities.Operators can perform all the Polycom RMX 2000 tasks a Chairperson does. In addition, Operators can also view the Polycom RMX 2000 configurations.Administrators can perform all the tasks of a Chairperson and an Operator. In addition, Administrators can define and delete other users, and perform all configuration and maintenance tasks. Administrators and Operators can verify which users are defined in the system. Neither of them can view the user passwords, but an Administrator can change a password.

Default Administrator user: POLYCOM, Password: POLYCOM

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You can view the list of users that are currently defined in the system.

In the RMX Managementpane, click the Users option.

Administrators can add new users to the system by clicking on the New User ( ) button.

Listing and Adding New UsersListing and Adding New UsersUser pane

User Properties

Note: Users can also be deleted by an authorized administrator.However if you attempt to delete the last remaining Administrator account in the User List pane it will not be permitted as a security precaution.

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Changing a UserChanging a User’’s Password s Password An Administrator can change his/her own password and other users’ passwords. An Operator can change his/her own password.

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Network ServicesNetwork ServicesTo enable the Polycom RMX 2000 to function within IP network environments, network parameters must be defined in the IP Services List. To list the IP Network Service, in the Polycom RMX 2000 Management pane click Network Services.

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IP ServicesIP ServicesTwo IP Services are defined for the RMX unit.

Management Network Default IP Service (Conferencing Service)

The Management Network is used to control the RMX, mainly via the Polycom RMX 2000 Web Client application. The Management Network contains the network parameters that connect between the Polycom RMX 2000 and the Polycom RMX 2000 Web Client. Management Network parameters include the IP address of the Control Unit, whose IP address can be used by the administrator, or control unit service personnel, to connect to the Control Unit should the RMX become corrupted or inaccessible. During First Time Power-up, the Management Network parameters can be set either via a USB key or by using a cable to create a private network.

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Default IP Service (Conferencing Service)Default IP Service (Conferencing Service)The Default IP Service (Conferencing Service) is used to configure and manage communications between the RMX and conferencing devices such as endpoints, gatekeepers, SIP servers, etc.

The Default IP Service contains parameters for:Signaling Host AddressMPM boards (media processors)External Conferencing Devices

Calls from all external entities are made to the Signaling Host, which initiates call set-up and assigns the call to the appropriate MPM board.

Conferencing related definitions such as environment (H.323 or SIP) are also defined in this service.

Most of the Default IP Service is configured by the Fast Configuration Wizard, which runs automatically should the following occur:

First Time Power-upDefault IP Service is deleted, followed by an RMX reset.

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Modifying IP Services (Management Network Modifying IP Services (Management Network and Default IP Servicesand Default IP Services

The Management Network parameters need to be modified if you want to:

Connect directly to the MCU from a workstationModify routesModify DNS information Default IP Services

The Default IP Service parameters need to be modified if you want to change the:

Network type that the Polycom RMX 2000 connects toIP address of the Polycom RMX 2000 Signaling Host Media boardsSubnet mask of the Polycom RMX 2000’s IP cards

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Network MonitorNetwork MonitorCentral Signaling is the RMX entity used for monitoring the status of external network entities such as the Gatekeeper, DNS, SIP proxy and Outbound Proxy and their interaction with the MCU.

• Connection State – The state of the connection between Signaling host and the Gatekeeper.• Registration Interval – The interval in seconds between the Signaling host’s registration messages to the gatekeeper. This value is taken from either the IP Network Service or from the Gatekeeper during registration.The lesser value of the two is chosen.1. Click Signal Monitor

2. Double-click Default IP Service3. Select H.323 or SIP

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Monitoring Central Signaling Monitoring Central Signaling –– SIP ServersSIP ServersSIP Server display fields

Role – Active or BackupName – The name of the SIP ServerIP – The SIP Server’s IP addressStatus – The connection state (Not Available or Auto) between the SIP Server and the Signaling host.

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Interactive Voice Response (IVR) ServicesInteractive Voice Response (IVR) ServicesInteractive Voice Response (IVR) is an application that allows participants to communicate with the conferencing system via their endpoint’s input device (such as a remote control).The IVR Service includes a set of voice prompts and a video slide used to automate the participants connection to a conference or Entry Queue. It allows customization of menu driven scripts and voice prompts to meet different needs and languages.

The IVR module includes two types of services:Conference IVR Service that is used with conferencesIVR Service that is used with Entry Queues

The system is shipped with one default Conference IVR Service and one default Entry Queue IVR Service. Both services include voice messages and video slides in English.

Note: Up to 40 IVR Services can be defined for a single Polycom RMX 2000 unit!

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Customize the IVR Messages and Video SlideCustomize the IVR Messages and Video SlideTo customize the IVR messages and video slide perform the following operations:

Record the required voice messages and create a new video slide. Optional. Add the language to the list of languages supported bythe system.Upload the voice messages to the MCU (This can be done as part of the language definition or during the IVR Service definition).Create the conference IVR Service and upload the video slide, and if required any additional voice messages.Optional. Create the Entry Queue IVR Service and upload the required video slide and voice messages.

Note: The video slide must be in a .jpg or .bmp file format.

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IVR Services ListIVR Services ListYou can view the currently defined Conference IVR and Entry Queue IVR Services in the IVR Services list pane.

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IVR Toolbar buttonsIVR Toolbar buttons

Note: The music file must be in *.wav format and its length cannot exceed one hour.

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Adding LanguagesAdding LanguagesYou can define different sets of audio prompts in different languages, allowing the participants to hear the messages in their preferred language.The RMX is shipped with a default language (English) and all theprompts and messages required for the default IVR Services, conference and Entry Queues shipped with the system.You can add languages to the list of languages for which different messages are downloaded to the MCU and IVR Services are created. This step is required before the creation of additional IVR messages using languages that are different from English, or if you want to download additional voice files to existing files in one operation and not during the IVR service definition.

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The Call Detail Record (CDR) UtilityThe Call Detail Record (CDR) UtilityThe Call Detail Record (CDR) utility enables you to view summaryinformation about conferences, and retrieve full conference information and archive it to a file. The file can be used to produce reports or can be exported to external billing programs.The Polycom RMX can store details of up to 1000 conferences. When this number is exceeded, the system overwrites conferences, starting with the earliest conference. To save the conferences’ information, their data must be retrieved and archived. The frequency with which the archiving should be performed depends on the volume of conferences run by the MCU.Each conference is a separate record in the MCU memory. Each conference is archived as a separate file. Each conference CDR file contains general information about the conference, such as the conference name, ID, start time and duration, as well as information about events occurring during the conference, such as adding a new participant, disconnecting a participant or extending the length of the conference.

Note: The Call Detail Report (CDR) is backward compatible to MGC version 8.

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CDR File Format CDR File Format –– Unformatted DataUnformatted DataUnformatted data – Unformatted CDR files contain multiple records in “raw data” format. The first record in each file contains general conference data. The remaining records contain event data, one record for each event. Each record contains field values separated by commas. This data can be transferred to an external program suchas Microsoft Excel© for billing purposes.

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CDR File Format CDR File Format –– Formatted TextFormatted TextFormatted text – Formatted CDR files contain multiple sections. The first section in each file contains general conference data. Theremaining sections contain event data, one section for each event. Each field value appears in a separate line, together with its name. This data can be used to generate a summary report for a conference.

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RMX Utilities RMX Utilities –– System and Participant AlertsSystem and Participant AlertsThe System Alerts indication bar blinks red prompting the user to view the active alarms.

The Participants Alerts indication bar blinks red indicating participant connection difficulties in conferences.

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System Alerts are activated when the system encounters errors such as a general or card error.

Active Alarm pane columns:Time – Lists the date and time that the error occurred. Category – Lists the type of error (File, Card, Exception, General, Assert, and Startup).Level – Indicates the severity of the problem. There are three fault indicators: Major Error, Minor Error, and Startup Error Indicator.Code – Indicates the problem, as indicated by the error category.Process Name – Lists the type of functional process involved.Description – When applicable, displays a more detailed explanation of the cause of the problem.

System AlertsSystem Alerts

Reports:• Active Alarms• Fault List• Save to Text file

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Participant AlertsParticipant AlertsParticipant Alerts enables users, participants and conferences to be prompted and currently connected. This includes all participants that are disconnected, idle, on standby or waiting for dial-in. Alerts are intended for users to quickly see all participants that need their attention.

• Connect• Disconnect• Delete

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System Configuration System Configuration –– Modifying System FlagsModifying System FlagsAspects of the system’s overall behavior can be configured by modifying the default values of system flags.

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RMX TimeRMX TimeTo ensure accurate conference scheduling, the RMX MCU has a clock that can function in standalone mode, or in synchronization with up to three Network Time Protocol (NTP) servers.

Note: After resetting the MCU a delay may occur when synchronizing the external NTP server.

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LicensingLicensingSystem Serial Number – Stored on the backplane

License Number – Shipped with the system

Activation Key – Generated from the Polycom Resource Center

Note: The license key will need to be installed each time you upgrade the system.

License Number

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Licensing (Cont.)Licensing (Cont.)The system Serial Number (SN) is stored in the chassis

CFS Key is per SN and stored in the chassis after the registration

Changing the CNTL unit does not affect licensing

Current license is per port count and encryption

If the encryption is not activated the GUI will not contain this functionality

On the installation the license number and the system serial number are registered at the Polycom Resource Center

Product Activation

The site will generate a key to activate the system

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Notifications SettingsNotifications SettingsThe RMX can display notifications when:

A new RMX user connects to the MCU.A new conference is started.Not all defined participants are connected to the conference or when a single participant is connectedA change in the MCU status occurs and an alarm is added to the alarm’s list.

A welcome message is displayed to the RMX user upon connection.

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Configure NotificationsConfigure Notifications

RMX Notification fieldsNew ConnectionNew Conference CreatedConference Not FullWelcome MessageActive Alarms UpdateFault List Update

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Resource ReportResource ReportThe Resource Report details the current availability and usage of the system resources. The Resource Report generates a report that displays the number of ports that can be allocated to participants and the number of ports that cannot be used.

Resource Report fields:• Type• Total• Occupied• Free

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Software ManagementSoftware ManagementThe Software Management utility is used to backup and restore the RMX's configuration files and to download MCU software.

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Functionality UpgradeFunctionality UpgradeSW version upgrade is done via the GUI

A version sent to the field (including a patch) will always be a complete version, and its copy is stored in the R&D configuration management system

Major versions will require an upgrade to the license key

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SW Upgrade (Internal Structure on the Flash)SW Upgrade (Internal Structure on the Flash)3 copies of the SW (OS + MCU)

Current- the last installed versionPrevious- the version before the last SW updateFactory- the version sent out from the factory

While booting the application may downgrade automatically if the SW failed a checksum test

The configuration is version agnostic

Configuration Files

Factory1.03.412

PreviousV2.01.101

CurrentV2.01.121

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Configuration Directory ContentConfiguration Directory ContentIVR

ConfigurationTonesMusic FileRoll Call RecordingsSlidesMessagesTemporary Recordings

Meeting Rooms listProfiles

IP ServicesSystem.cfgLicense CopySystem time settingUsers listAddress Book

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Restore Configuration FilesRestore Configuration FilesTo restore configuration files:

In the Administration menu, click Software Management and click Restore Config.Enter (or Browse to) the Restore Directory Path where the backed up configuration files are stored and click Yes.

To download MCU software files:In the Administration menu, click Software Management and click Software Download.Enter (or Browse to) the Install Path and click Yes.

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Troubleshooting ConceptTroubleshooting Concept

Central logger repository on the system for all the various components

Traces are captured continuously by the device

The admin can easily download a file with all the required information

Embed support and R&D tools in the system GUI for remote and on-site advanced debugging

Admin users are set at the Shelf Management and the Control Unit OS to allow additional privileges

SUPPORT user type for all the advanced tools

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Remote ManagementRemote ManagementThe support/R&D can access the device via the public internet using port 80The admin will add the SUPPORT user with ADMIN privilegesWe may have a GUI version on a CD to overcome BW issue when operating remotely

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Logger Diagnostic FilesLogger Diagnostic FilesThe Logger utility is a troubleshooting tool that continually records MCU system messages and saves them to files in the MCU hard drive. For each time interval defined in the system, a different data file is created. The files may be retrieved from the hard drive for off-line analysis and debugging purposes.The Logger utility is activated at the MCU startup. The Logger is disabled when the MCU is reset manually or when there is a problem with the Logger utility, e.g errors on the hard drive where files are saved. In such cases, data cannot be retrieved.When the MCU is reset via the RMX, the files are saved on the MCU hard drive.

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Access to Logger Diagnostic FilesAccess to Logger Diagnostic FilesDiagnostic File Button Options

Refresh ListSelect AllBrowseGet Files

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Hardware MonitoringHardware MonitoringThe status and properties of the RMX hardware components can be viewed and monitored in the Hardware Monitor list pane.

Note: A critical condition temperature invokes a system shut down.

HW Monitor List Pane Toolbar:• System Reset • System Shutdown• System Startup• Diagnostic Mode

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Viewing Hardware ComponentViewing Hardware Component’’s Propertiess PropertiesMCU Properties (RMX)

Card Properties (MPM-F, CNTL, RTM-IP)

Supporting Hardware Components Properties (Backplane, FANS, LAN)

Note: No properties are provided for Power Supply (PWR).

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Diagnostic ModeDiagnostic ModeDiagnostic Mode is a debugging tool for performing hardware diagnostics that detect malfunctions in the hardware component’s performance. Diagnostics are performed only for the MFA, CPU and Switch (Cards: MPM, CNTL and RTM IP). When Diagnostic Mode is initialized, the MCU is reset and upon restarting, the MCU will enter Diagnostic Mode. Entering this mode causes the MCU to terminate all active conferences and prohibits conferences from being established.

Diagnostic Mode is only enabled when connecting directly to the Shelf Management server. To do so, type the Shelf Management IP address in the URL address.

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Performing DiagnosticsPerforming DiagnosticsDiagnostic mode

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Diagnostic PaneDiagnostic Pane

Test Parameters:• Quick Test Mode• Loop Test• Stop On Fail• Run All Test

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Diagnostic Monitoring Diagnostic Monitoring A hardware component’s test status can be viewed in the Diagnostics Test Monitoring section before, during and after tests have been initiated. Test results will only be displayed after tests are completed. The Diagnostic Tests Monitoring section is comprised of three tabs: MCU Monitor, Cards Monitor and Error Buffer.

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MCU MonitorMCU MonitorThe MCU Monitor tab lists the status of all the cards that can be tested in Diagnostic Mode.

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Card MonitorCard MonitorThe Cards Monitor tab displays the status of the selected tests being run on the currently viewed card.

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Error BufferError BufferThe Error Buffer tab displays the errors encountered during testing of the cards.

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RMX 2000 AdministratorRMX 2000 Administrator’’s Guide s Guide –– AppendixesAppendixesDisconnection Causes – Appendix A

Active Alarms – Appendix B

CDR Fields - Unformatted File – Appendix C

Ad Hoc Conferencing and External Database Authentication – Appendix D

Participant Properties Advanced Channel Information –Appendix E

Configuring Direct Connections to RMX – Appendix F

Third Party Software Licenses – Appendix G

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 5: Interoperability and System Limitations (OPTIONAL)

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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Lesson 5 Lesson 5 –– Learning ObjectivesLearning ObjectivesUpon completion of this lesson the student will able to:

Recall the RMX 2000 Interoperability and known System Limitations

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Interoperability with the RMX 2000Interoperability with the RMX 2000

VersionMCUs and Call Managers

4.1Cisco Call Manager

D3.9Tandberg MCU

1.01.002Polycom RSS 2000

VersionRecorder

7.0.0.03Polycom PathNavigator

1.0.2ReadiManager SE200

0.9.6Iptel proxy

2005 ver. 2.0.5470.0Microsoft LCS SIP proxy

3.5.2.5Radvision ECS gatekeeper

12.3Cisco gatekeeper

7.0.0.03Polycom PathNavigator

VersionGatekeeper/Proxies

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Endpoints Endpoints –– PolycomPolycomVersionDevice

6.04Polycom VS 4000

8.5.2Polycom VSX 3000

8.5.2Polycom V500 Pal

8.5.2Polycom V500

6.0.5.4Polycom VS FX

6.0.5.4Polycom VS EX

7.5.2Polycom VSSP 384

7.5.2Polycom VSSP 128

7.5.2Polycom VS 512

8.0.2.0235Polycom PVX 8.5.2Polycom VS 5000

VersionDevice

301-1.02Polycom HDX 9004

301-1.02Polycom HDX 9002

301-1.02Polycom HDX 9001

6.1.0.51Polycom iPower 900

6.1.0.51Polycom iPower 600

6.1.0.51Polycom iPower 9000

8.5.2Polycom VSX 8000

8.5.2Polycom VSX 7000

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Endpoints Endpoints –– OthersOthersVersionDevice

1.0.559MS OC

5.1Microsoft Windows MSN Messenger

LS_RMI_2.5.1(1)LifeSize

5.2TA E

6.0.49VCON3000

3.5.61VCON5000

10.1TA B

F5.0TX MXP

3.3Sony PCS1

6.0.49Aethra VegaStar Gold

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System LimitationsSystem Limitations

1528When a Participant enters an Ad

Hoc Entry Queue and creates an

Ad Hoc conference with an ID

that already exists as a

conference name, the participant

remain in the Entry Queue.

Entry Queue

3011The Encryption field is

missing from the CDR

section.

Encryption

1569When the conference termination

Time is changed, the CDR is not

updated.

CDR

2507In cascaded conferences the

MCU connection may lose

video.

Cascading

ID – VNGR#DescriptionCategory

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System LimitationsSystem Limitations

321Defined dial-in participants are

Not recognized when connecting

to a conference via an Entry

Queue.

Entry Queue

1011All endpoints that dial-in to a

Conference using a Gateway

Receive identical names in the

Participants pane,

Gateway

978Legacy endpoints that support

Only H.261 do not connect or

connect as Secondary.

General

3198During RMX restart there is no

indication or message of the

system’s reset.

General

ID – VNGR#DescriptionCategory

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System LimitationsSystem Limitations

3089In HD conferences, Tandberg

endpoints may connect as

Secondary when HD frame rate

capabilities are less than 7.5

frames per second.

HD

3629RMX Time dialog box: While

Operating the external NTP

(enable/disable) the clock is

updated after 2 minutes. When

updating the time manually, the

clock is updated after 10

seconds.

NTP

ID – VNGR#DescriptionCategory

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System LimitationsSystem Limitations

3719In SD calls the fourth skin (the

one with circles) is replaced by

the third skin (the one with

triangles).

SD

3276SIP participants cannot connect

to a conference when the

conference name contains blank

spaces.

SIP

2473Windows Explorer >Internet

Options> Security settings must

be set to Medium or less when

using the RMX Web Client.

Web Client

ID – VNGR#DescriptionCategory

Note: It is highly possible the system limitations identified in this pre-sales technical course have been resolved by engineering and technical support. Therefore, It is highly recommend you routinely check the Polycom Support site for more details.

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 6: Summary and Closing

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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RMX 2000 PreRMX 2000 Pre--Sales Technical Training Sales Technical Training –– Course Course ObjectivesObjectives

Upon completion of this course the student will able to:Identify the RMX 2000 key hardware components and functionsIdentify and clarify the RMX 2000 system’s primary featuresDiscuss the first time installation and configuration three key procedures for the RMX 2000Recall the default conference settings for the RMX 2000Recall the most common operations performed via the RMX Web ClientIdentify the five panes associated with the RMX Web ClientDiscuss the login levels and viewing permissions for the Chairperson, Operator or AdministratorState the ways to start a conference using the RMX 2000Understand how to enable personal layout control with Click&View

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Advanced Open IP PlatformAdvanced Telecom Computing Architecture (ATCA) is a new industry standard that utilizes technologies designed to achieve carrier class reliability, serviceability, scalability and performanceIP Multimedia Subsystem (IMS) distributed architecture enables the separation of application control, signaling and media processing functions making it easy to develop 3rd party applications and desktop integration

Simple & Accessible ConferencingIntuitive end-user interfaces - On demand & scheduled conferencingEasy to install, manage, and maintain

Ultimate User ExperienceHighest quality audio, video and contentVery low latency for a more real, spontaneousconferencing experience

RMX 2000 RealRMX 2000 Real--time Media Conferencing Platformtime Media Conferencing PlatformA Completely New System Architecture To Support A Completely New System Architecture To Support

TodayToday’’s & Tomorrows & Tomorrow’’s Conferencing Market s Conferencing Market

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The World Leader in Multipoint ConferencingThe World Leader in Multipoint Conferencing

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QuestionsQuestions……More additional support and information on the Polycom RMX 2000 Real-Time Media Conferencing Platform

Contact [email protected]

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Congratulations!

RMX 2000 Real-Time Media Conferencing Platform

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.

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RMX 2000 Real-Time Media Conferencing Platform

Lesson 7: Pre-Sales Technical TestDisclaimer: Please proceed to the on-line test to complete the learning experience and to obtain credit for the Polycom RMX Pre-Sales Technical Training course!

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Polycom RMXPolycom RMX™™ 2000 2000 –– PrePre--Sales TechnicalSales TechnicalNow that you have completed the course, click on the green right arrow button to advance to the test.

To start the test select “Take test for:”

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Congratulations!

RMX 2000 Real-Time Media Conferencing Platform

Advanced Open IP Platform. Simple and Accessible. Ultimate User Advanced Open IP Platform. Simple and Accessible. Ultimate User Experience.Experience.