Polycom RealPresence 4000 Operating and maintenance instructions

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RealPresence Collaboration Server (RMX)
4000 Quick Installation & Configuration Guide
General Safety Precautions
Follow these rules to ensure general safety:
• Keep the area around the Polycom RealPresence Collaboration
Server (RMX) 4000 unit clean and free of clutter and well ventilated.
• Decide on a suitable location for the equipment rack that will hold
the RMX, ensuring that it is near a grounded power outlet.
• Ensure that the leveling jacks on the bottom of the rack are fully
extended to the floor with the full weight of the rack resting on
them. Always make sure the rack is stable before extending a
component from the rack.
• In a single rack installation, attach stabilizers to the rack. In
multiple rack installations, the racks should be coupled together.
• Use a regulating uninterruptable power supply (UPS) to protect the
RMX from power surges and voltage spikes, and to keep it
operating in the event of a power failure.
• Allow the power supply units to cool before touching them.
• Always keep the rack’s trays and boards closed when not servicing
to maintain proper cooling.
• Use only the power cords supplied with the system.
• Each power cord should only be connected to a power outlet that
has a protective ground contact.
•The product name, RealPresence® Collaboration Server 4000
and RMX® 4000 are used interchangeably throughout this
document.
•For regulatory notices, see the Polycom® RealPresence®
Collaboration Server (RMX®) 4000 Hardware Guide.
•For all safety requirements and precautions, see the
RealPresence Collaboration Server (RMX) 4000 Hardware
Guide, "Safety Requirements” on page 1-8.

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Preparations
Obtain the following information from your network administrator:
• IP addresses, Subnet Mask and Default Gateway IP address
(optional) for the RMX Control Unit and RMX Shelf Management.
• IP addresses for the RMX Signaling Host and Media cards.
• Gatekeeper IP address.
• SIP server IP address, if applicable.
If ISDN/PSTN is installed in your conferencing environment, obtain the
following information from your ISDN/PSTN Service Provider:
• Switch Type, Line Coding and Framing, Numbering Plan and
Numbering Type.
• Dial-in number range.
Unpacking the RMX
1When you receive the RMX packing case, inspect the equipment for
damage and verify that the components match the packing slip.
2Unlock and lift the RMX top cover.
Make sure that the Installation Accessories kit contains the power
cables and a USB Key and that the Rack Installation Accessories kit
contains the accessories for installing the RMX in 19” racks. For
details, see the Getting Started Guide, "Telescopic Rail Runners
Accessory Kit” on page 2-9.
3Remove the boxes that are placed on the top Stratocell® and the top
Stratocell® and open the anti-static plastic bag wrapping the RMX.
4Holding the handle on each side, lift the RMX from the box, and
place it on a flat surface or in a rack. Remove any packaging
material prior to positioning the RMX.
If the RMX is connected to the public ISDN Network, an external
CSU or similar equipment is needed.
Attention:
Two people are required to lift the MCU out of the box and when
installing it in a rack.

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Management Network Configuration on the USB
Key
The system is shipped with the following default IP addresses:
• Control Unit IP address – 192.168.1.254
• Shelf Management IP Address – 192.168.1.252
• Control Unit subnet mask – 255.255.255.0
• Default Router IP Address – 192.168.1.1
When the RMX is installed for the first time, you must change the
default IP addresses to your local network settings. This can be done by
modifying the default settings in the LAN Configuration Utility on the
USB key shipped with the unit.
1Insert the USB key provided with your system into the PC.
The Polycom Documentation window opens.
In Windows XP:
aThe Polycom Documentation option is automatically selected.
Click OK.
In Windows 7:
aSelect Open Folder to view files using Windows Explorer.
bDouble-click the index.hta file.
2In the Language Menu window, select the documentation language.
3In the License Agreement window, click the Accept Agreement
button.
4In the Product Type window, select RMX 4000.
5In the Initial Setup Utility, click the Lan Configuration Utility
hyperlink.
6In the LanConfigUtility dialog box, modify the required network
parameters in the utility’s dialog box using the information
supplied by your network administrator and click OK.
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
installation process.

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7Remove the USB Key from the PC.
The USB key is required for first entry power-up of the RMX.
Installing the RMX
To install the RMX 4000 in a 19”rack using chassis runners:
1Install chassis runners supplied by Polycom, in the rack. For details,
see the RealPresence Collaboration Server (RMX) Getting Started Guide,
"Installing the Telescopic Rail Runners on the Rack” on page 2-7.
2Mount the RMX 4000 on top of the rack brackets.
3Secure the RMX to the rack with screws through the holes in the
RMX’s front mounting brackets. For details, see the RealPresence
Collaboration Server (RMX) Getting Started Guide, "Installing the
RealPresence Collaboration Server (RMX) 4000” on page 2-19.
Connecting the cables to the RMX 4000
Connect the following cables to the RMX 4000 rear panel:
•For AC Power Supply connections: Insert a power cable in each of
the three AC Power Entry Modules (PEM’s).
For DC Power connections, see the Hardware Guide.
•For a detailed description of the safety requirements and
precautions and the installation of the RMX 4000 as a
standalone, mounted in a 23” rack, or reverse mounting the
RMX 4000 on a 19” rack, see the Hardware Guide.
•To connect the RMX 4000 to the DC power, see the
RealPresence Collaboration Server (RMX) 4000 Hardware
Guide, "Connecting the RMX 4000 to -48DC SELV Power” on
page 1-19.
•If your system package includes the RTM ISDN card, it is
recommended to install it before mounting the RMX on the
rack. Refer to the RealPresence Collaboration Server (RMX)
1500/2000/4000 Getting Started Guide for installation
instructions.
The size of the protective earthing conductor & cable should be a
minimum of 10AWG.

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•OntheRTM 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.
First Entry Power-up
1Insert the USB Key with the modified IP addresses into the USB
port on the back panel.
2Turn ON the power by pressing on the power switch located on the
rear panel of the RMX.
The FAN STATUS and PWR STATUS LEDs turn ON.
System power-up sequence may take approximately 10 minutes.
During this time, 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.
Wait for the upload process to complete. Initially, all the ERR/
RDY/ACT LEDs flicker and flash. Upload is completed when all
the LEDs turn off and only the red ERR LED (on the CTNL unit)
remains ON.
It remains ON until the Default IP Network Service is configured.
Do not remove the USB key from the RMX until the connection
with the RMX is established.
•LAN 4, LAN 5 and the Serial ports are only for debugging and
not for customer use.
•Do not remove the protective plastic caps from LAN 1, LAN 4
and LAN 5 ports.

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Product Registration and Activation Key Retrieval
Before starting the initial configuration process, register the MCU and
all the software licenses at the Polycom Resource Center website and
download the product activation key file to the computer you will use
for the configuration:
1Using a Web browser, connect to http://portal.polycom.com.
2Login with your Email Address and Password or register as a new
user.
3Select the Product Registration link.
4Follow the on-screen instructions for Product Registration and
Product Activation.
5Write down the Product Activation Key number or copy it for later
use.
Connecting to the MCU
1Start the Collaboration Server Web Client application on the
workstation by entering in the browser’s address line the IP
Address of the control unit as defined in the USB key in the format:
http://<Control Unit IP Address> and pressing Enter.
2Once the connection with the RMX is established and the RMX Web
Client Welcome screen is displayed, you can remove the USB key
from the RMX.
3In the Welcome screen, enter the default Username (POLYCOM)
and Password (POLYCOM) and click Login.
The Product Activation dialog box is displayed with the serial
number filled in.
4Select the “I accept the license agreement” check box to enable
Online Registration of your product.
5In the Activation Key field, enter or paste the Product Activation Key
retrieved earlier and click OK.
If you do not have an Activation Key, click the Polycom Resource
Center button to access the Service & Support page of the Polycom
Support website.

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A message indicating that the Product Activation Key was loaded
successfully appears. The red ERR LED on the Media card turns
OFF and the green RDY LED turns ON.
As no Default IP Network Service is defined, the system
automatically starts the Fast Configuration Wizard.
Initial System Configuration
The Fast Configuration Wizard that is automatically started enables you
to configure the Default IP Service.
The IP Management Service tab in the Fast Configuration Wizard is enabled
only if the default Management IP addresses were not modified.
1In the Fast Configuration Wizard - IP dialog box, define the following
parameters:
2Click Next.
•IPv4 is the default protocol for setting the Network Service in the
Fast Configuration Wizard.
•If Secured Communication is required on the RMX: complete the
Fast Configuration Wizard, Login, install the Certificate and then
enable the Secured Communication Mode.
Field Description
IP Service
Name
Use the default name (Default IP Service) or enter a name
using up to 20 characters.
Note: This field is displayed in all dialog boxes.
Signaling Host
IP Address
Enter the IP address of the Central Signaling host. This is
the address used by endpoints for dialing in to the MCU.
Media Card 1/2/
3/4 IP Address
Enter the IP address(es) of the media card (s): MPMx 1,
MPMx 2, MPMx 3 and MPMx 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.

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3In the Fast Configuration Wizard - Routes dialog box, enter the IP
address of the default router.
4Click Next.
5Enter the required DNS information in the dialog box.
6Click the Next button.
7In the Fast Configuration Wizard - Environment dialog box, select the
IP Network Type: H.323,SIP or H.323 &SIP.
8Click Next.
9If you selected SIP only, go to Step 12.
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
Server IP Address
The static IP addresses of the primary DNS server.

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10 In the Fast Configuration Wizard - Gatekeeper dialog box, enter the
required information:
11 If you selected H.323 only, go to Step 15.
Otherwise, click Next.
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 by which the RMX’s Control Unit is identified
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 Select the type that defines the format in which the card
alias is sent to the gatekeeper according to your
gatekeeper’s capabilities.
Note: H.323 and E.164 are the most commonly used
types.

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12 In the Fast Configuration Wizard - SIP dialog box, set the following:
13 Click the Next button.
14 Enter the required Security information in the dialog box.
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 – Select this option to use the secured
communication where the Signaling Host listens on-
secured port 5061 only. The supported security
protocols are: TLS 1.0, SSL 2.0 and SSL 3.0.
Field Description
SIP
Authentication
Click this check box to enable authentication with the SIP
server.
Select this check box only if the authentication is enabled
on the SIP proxy.
User
Name
Enter the user name the RMX will use to
authenticate itself with the SIP proxy. This
name must be defined in the SIP proxy.
These
fields can
contain up
to
20 ASCII
characters
Password Enter the password the RMX will use to
authenticate itself with the SIP proxy. This
password must be defined in the SIP proxy.