Polycom Realpresence collaboration server 1500 User manual

Version 8.3 |January 2014 |DOC2740A
Getting Started Guide
RealPresence Collaboration Server
(RMX) 1500/1800/2000/4000

© 2014 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
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any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating
into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software
contained within its products. The software is protected by United States copyright laws and international treaty
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Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible
for printing or clerical errors. Information in this document is subject to change without notice.
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All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.

Polycom, Inc. i
Contents
Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i
System Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
About the Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Getting Started Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
About the Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
RealPresence Collaboration Server Main Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Conferencing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
AVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
SVC-based Conferencing (Media Relay) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Mixed CP and SVC Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Rich Video Layout Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Telepresence Mode Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Multiple Switching Modes for Layout Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Various Methods for Creating Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
On Demand Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Scheduled Conferencing / Reservations (AVC-based Conferencing) . . . . . . . . . . . . 11
Permanent Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Polycom Conferencing for Microsoft Outlook® (AVC-based Conferencing) . . . . . . . 11
Operator Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Cascading Conferences (AVC-based Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Gateway Calls (Collaboration Server (RMX) 1500/2000/4000, AVC-based
Conferencing only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Methods for connecting to conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using Entry Queues to Access Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
AVC-based Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
SVC-based Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Content Sharing using H.239 / People+Content Protocols . . . . . . . . . . . . . . . . . . . . . . . . 13

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IVR-Enabled Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
PCM (CP AVC-based Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Video Clarity™ (AVC-based Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
LAN Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Conference Management and Monitoring Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
CP AVC-based and SVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
CP AVC-based Conferencing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Card Configuration Modes (Collaboration Server (RMX) 1500/2000/4000 only) . . . . . . . . . . 16
Workstation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Windows 7™ Security Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Internet Explorer 8 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
First Time Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Gather Network Equipment and Address Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
IP Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Management Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Default IP Service (Conferencing Service) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
IP Network Services Required Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
ISDN/PSTN Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Unpacking the RealPresence Collaboration Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Unpacking the RealPresence Collaboration Server (RMX) 1500 . . . . . . . . . . . . . . . . 29
Unpacking the RealPresence Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . 29
Unpacking the RealPresence Collaboration Server (RMX) 4000 . . . . . . . . . . . . . . . . 30
Hardware Installation and Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Installing the Telescopic Rail Runners on the Rack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Telescopic Rail Runners Accessory Kit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Telescopic Rail Runner Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Installing the RealPresence Collaboration Server (RMX) 1500 . . . . . . . . . . . . . . . . . . . . 38
Optional. Installing the RTM ISDN 1500 Card on the RealPresence Collaboration
Server (RMX) 1500 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Mounting the RealPresence Collaboration Server (RMX) 1500 in a Rack . . . . . . . . . 39
Connecting Cables to the RealPresence Collaboration Server (RMX) 1500 . . . . . . . 40
Installing the RealPresence Collaboration Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . 41
Optional. Installing the RTM ISDN Card on the RealPresence Collaboration
Server (RMX) 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Mounting the RealPresence Collaboration Server (RMX) 2000 in a Rack . . . . . . . . . 43
Connecting Cables to the RealPresence Collaboration Server (RMX) 2000 . . . . . . . 44
Installing the RealPresence Collaboration Server (RMX) 4000 . . . . . . . . . . . . . . . . . . . . 46

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Installing the RTM ISDN Card on the RealPresence Collaboration Server
(RMX) 4000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Mounting the RealPresence Collaboration Server (RMX) 4000 in a Rack . . . . . . . . . 47
Connecting the RealPresence Collaboration Server (RMX) 4000 to the Power
Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Connecting Cables to the RealPresence Collaboration Server (RMX) 4000 . . . . . . . 51
Installing the RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Unpacking the RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . . . . . . . . . . 53
Mounting the RealPresence Collaboration Server 1800 on a Shelf . . . . . . . . . . . . . . . . . 53
Connecting the RealPresence Collaboration Server 1800 to a Power Source . . . . . . . . . 53
Connecting the RealPresence Collaboration Server 1800 to AC Power . . . . . . . . . . 54
Connecting Cables to the RealPresence Collaboration Server 1800 . . . . . . . . . . . . . . . . 54
Modifying the Factory Default Management Network Settings on the USB Memory
Stick . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
First Entry Power-up and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Procedure 1: First-time Power-up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Procedure 2: Product Registration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Obtaining the Activation Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Procedure 3: Connection to MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Procedure 4: Modifying the Default IP Service and ISDN/PSTN Network Service
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Fast Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Selecting the Collaboration Server Web Client Languages . . . . . . . . . . . . . . . . . . . . . . . 84
RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Default Conferencing
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Customizing the RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Default Conferencing Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Basic Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Starting the Collaboration Server Web Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Collaboration Server Web Client Screen Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Viewing and System Functionality Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Conferences List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
List Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
RMX Management Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
System Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Participant Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Port Usage Gauges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
MCU State . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

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Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Displaying and Hiding the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Displaying and Hiding Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Customizing the Main Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Increasing and Decreasing the Text Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Customizing the RMX Management Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Starting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Starting an AVC CP Conference from the Conferences Pane . . . . . . . . . . . . . . . . . . . . 103
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Participants Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Information Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Starting a Mixed CP and SVC or SVC Only Conference from the Conferences Pane . . 112
Starting a New SVC Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Participants Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Information Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Scheduling an AVC-based Reservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Starting an Ongoing Conference From a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Starting a Meeting from Microsoft Outlook using the Polycom Conferencing Add-in
to Microsoft Outlook (AVC CP Only Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Starting an Audio Meeting from a Microsoft Outlook Polycom Meeting Invitation . . 119
Connecting to a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Direct Dial-in to the MCU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
H.323 Participants (AVC CP Only and Mixed CP and SVC Conferencing) . . . . . . . 122
SIP Participants (All Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
ISDN/PSTN Participants (AVC Only Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . 122
Entry Queue Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
H.323 Participants (AVC Participants) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
SIP Participants (All Participants) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
ISDN and PSTN Participants (AVC only Participants) . . . . . . . . . . . . . . . . . . . . . . . 126
Connecting to a Polycom Conference from an Outlook Meeting Invitation (AVC
Only Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Dial-out Participants (AVC CP Only Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . 127
Automatic Dial Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Manual Dial Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Gathering Phase (AVC Only Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Gathering Phase Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Audio and Visual Indications (AVC CP Conferencing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Site Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Displaying and Hiding Site Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

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Transparent Site Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Permanent Display of Site Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Location of Site Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Obtaining the Display Name from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . 133
Closed Caption (Collaboration Server 1500/2000/4000 AVC Only) . . . . . . . . . . . . . . . . 133
Message Overlay for Text Messaging (AVC Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Network Quality Indication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Network Quality Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Network Quality Indicators Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Audio Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Noisy Line Detection and Automatic Muting of Noisy Endpoints . . . . . . . . . . . . . . . 136
Monitoring Ongoing Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
General Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Multi Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Using the Chairperson Password for Filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Conference Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Roll Call/Audible Tones During an Ongoing AVC Only Conference . . . . . . . . . . . . . 140
Audio Only Message (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Secured Conference Monitoring (AVC CP Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Monitoring Ongoing Gateway Sessions (AVC Only) . . . . . . . . . . . . . . . . . . . . . . . . 141
Participant Level Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Participant Connection Monitoring (AVC and SVC-based Connections) . . . . . . . . . 141
Video Preview (AVC-based Connection) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Operations Performed During On Going Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Conference Level operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Changing the Duration of a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Adding Participants from the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Moving Participants Between Conferences (AVC-based Connection) . . . . . . . . . . . 149
Saving an Ongoing Conference as a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Copy and Paste Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Changing the Video Layout of a Conference (AVC-Based CP and Mixed CP
and SVC Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Video Forcing (AVC-Based CP and Mixed CP and SVC Conferences) . . . . . . . . . . 155
Force Layout and Preserve Participant Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Enabling and Disabling Video Clarity™ (AVC-based Conferences) . . . . . . . . . . . . . 157
Muting all Participants Except the Lecturer (AVC-Based CP Conferences) . . . . . . . 157
Sending Messages to All Conference Participants Using Message Overlay
(AVC-based Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Auto Scan (AVC-based CP Only Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Sending Text Messages to All Participants Using Message Overlay (AVC-based

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Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Participant Level Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Copy Cut and Paste Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Sending Messages to Selected Participants Using Message Overlay
(AVC-based Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Conference Control Using DTMF Codes (AVC based Conferences) . . . . . . . . . . . . . . . 167
Requesting Help (AVC CP Only Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Request to Speak (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Invite Participant (AVC-based Conferences) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Personal Conference Manager (PCM) (AVC CP Conferences) . . . . . . . . . . . . . . . . . . . . . . 171
PCM Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
System Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Modifying the PCM_FECC System Flag . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Modifying the NUM_OF_PCM_IN_MPMX System Flag . . . . . . . . . . . . . . . . . . . . . . 173
PCM Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Initiating PCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Remote Control Device Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Menu Navigation - Arrow and Zoom Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
DTMF Codes - Numeric Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
PCM Main Menu - Level 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Click & View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Invite Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Participants Mute/Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Far End Camera Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
Video Forcing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
PCM Main Menu - Level 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Drop Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Terminating a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Appendix A - Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Appendix B - Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Collaboration Server Web Client Installation - Troubleshooting Instructions . . . . . . . . . 189
Procedure 1: Ending all Internet Explorer Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Procedure 2: Deleting the Temporary Internet Files, Collaboration Server Cookie and
Collaboration Server Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Deleting the Temporary Internet Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Deleting the RMX/Collaboration Server Cookie . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194
Deleting the RMX/Collaboration Server ActiveX Object . . . . . . . . . . . . . . . . . . . . . . 196

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Procedure 3: Managing Add-ons Collisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Procedure 4: Add the Collaboration Server to the Internet Explorer Trusted Sites List . 198
Procedure 5: Browser Hosting Controls (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

Polycom®, Inc. 1
System Overview
About the Polycom® RealPresence Collaboration
Server (RMX) 1500/1800/2000/4000 Getting Started
Guide
The Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Getting Started Guide
provides information on the installation and basic operation of your RealPresence Collaboration Server
(RMX) 1500/1800/2000/4000 Multipoint Control Unit (MCU) for video conferencing.
This guide will help you understand the Polycom video conferencing components, and provides a
description of basic conferencing operations.
This guide will help you perform the following tasks:
●Install the MCU
Unpack the RealPresence Collaboration Server system and install it on a rack.
Connect the required cables to the RealPresence Collaboration Server.
●Perform basic configuration procedures.
●Connect to the MCU.
●Start a new conference directly on the MCU and connect participants/endpoints to it (optional).
●Monitor ongoing conferences.
●Perform basic operations and monitoring tasks.
The Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide
provides more in-depth information on configuring and managing the system, and performing the following
tasks:
●Further customize the Network Settings. In Collaboration Server 1500/2000/4000, customization is
required for setting ISDN networks, IP networks for Ultra Secure Mode, and IPv6 environments.
●Configure the MCU to support special call flows and conferencing requirements, such as Cascading
conferences.
●Advanced conference Management.
●Manage and troubleshoot the MCU performance.
The product names, Polycom®RealPresence®Collaboration Server 1500, 1800, 2000, 4000
and RMX®1500, 1800, 2000, 4000 are used interchangeably throughout this Guide.

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Prerequisites
This guide assumes the user has the following knowledge:
●Familiarity with Windows® XP, Windows® 7, and Windows® 8 operating systems and interface.
●Familiarity with Microsoft® Internet Explorer® Version 7, 8, 9, and 10.
●Basic knowledge of video conferencing concepts and terminology.
Who Should Read This Guide?
System administrators and network engineers should read this guide to learn how to properly install and set
up Polycom Collaboration Server systems. Chairpersons and system operators should read this guide to
learn how to use the Collaboration Server Web Client/RMX Manager to run conferences and monitor them.
For more information on configuring and managing the system, refer to the Polycom® RealPresence
Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide.
How This Guide is Organized
The following typographic conventions are used in this guide to distinguish types of in-text information.
Chairpersons and Operators (users who start and manage conferences on the MCU) please read:
•Chapter 1 – System Overview
•Chapter 3 – Basic Operation
System Administrators please read:
•Chapter 1 – System Overview
•Chapter 2 – First Time Installation and Configuration
•Chapter 3 – Basic Operation
System administrators implementing Maximum Security Environments please read:
•RealPresence Collaboration Server (RMX)1500/2000/4000 Deployment Guide for Maximum
Security Environments.
Convention Description
Bold Highlights interface items such as menus, soft keys, flag names, and directories. Also used to
represent menu selections and text entry to the Collaboration Server Web Client or the RMX
Manager.
Italics Used to emphasize text, to show example values or inputs, file names and to show titles of
reference documents available from the Polycom Support Web site and other reference sites.
Underlined Blue Used for URL links to external Web pages or documents. If you click on text in this style, you
will be linked to an external document or Web page.
Blue Text Used for cross referenced page numbers in the same or other chapters or documents. If you
click on blue text, you will be taken to the referenced section.
Also used for cross references. If you click the italic cross reference text, you will be taken to
the referenced section.
<variable name> Indicates a variable for which you must enter information specific to your installation, endpoint,
or network. For example, when you see <IP address>, enter the IP address of the described
device.

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.
About the Polycom® RealPresence Collaboration
Server (RMX) 1500/1800/2000/4000 System
The Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 is a high performance,
scalable, IP (H.323 and SIP) and ISDN/PSTN (Collaboration Server 1500/2000/4000 only) MCU that
provides feature-rich and easy-to-use multipoint voice and video conferencing.
The Collaboration Server 1500/2000/4000 meets International Telecommunication Union -
Telecommunication Standardization Sector, (ITU-T, formerly CCITT) standards for multipoint multimedia
bridging devices, and meets ETSI standards for telecommunication products. In addition, it has been
designed in compliance with IETF (Internet Engineering Task Force).
The MCU can be used as a standalone device to run voice and video conferences or it can be used as part
of a solution provided by Polycom. This solution may include the following components:
●Polycom® RSS™ 4000 - provides one-touch recording and secure playback on telepresence and
video conferencing systems, tablets and smartphones, or from your Web browser.
●Polycom® RealPresence Distributed Media Application™ (DMA™) system - provides call control and
MCU virtualization with carrier-grade redundancy, resiliency and scalability.
●Polycom RealPresence Resource Manager - centrally manages, monitors and delivers Cloud based
Video as a Service (VaaS) and enterprise video collaboration.
●Polycom® RealPresence® Access Director™ (RPAD) - removes communication barriers and
enables internal and external teams to collaborate more easily and effectively over video.
The following diagram describes the multipoint video conferencing configuration with the RealPresence
Collaboration Server system as a standalone MCU system.
> Indicates that you need to select an item from a menu. For example, Administration >
System Information indicates that you need to select System Information from the
Administration menu.
Unless specified differently, all screen captures, Diagrams and Figures included in this guide apply to
RealPresence Collaboration Server (RMX) 1500, RealPresence Collaboration Server 1800,
RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server
(RMX) 4000.
Convention Description

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Multipoint Video Conferencing using a RealPresence Collaboration Server (RMX) 1500/2000/4000

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Multipoint Video Conferencing using a RealPresence Collaboration Server 1800
The RealPresence Collaboration Server system can be controlled via the LAN, by the Collaboration Server
Web Client application, using Internet Explorer installed on the user’s workstation or the RMX Manager
application. The RMX Manager can control several MCU units. For more information about the RMX
Manager, see .
In the RealPresence Collaboration Server (RMX) 1500/2000, MCU management and IP conferencing are
performed via a single LAN port. The networks can be separated in Maximum Security Environments.
In the RealPresence Collaboration Server (RMX) 4000/1800, MCU management and IP conferencing are
performed via two different LAN ports. The networks can be separated in Maximum Security
Environments.Management and IP Service can be combined in one LAN port or separate to different ports.
The RealPresence Collaboration Server 1800 system is an IP-Only MCU and does not support ISDN
connections.
RealPresence Collaboration Server (RMX) 1500 supports one ISDN card with up to 4 E1/T1 PRI lines.
RealPresence Collaboration Server (RMX) 2000 and RealPresence Collaboration Server (RMX) 4000
support a maximum of two RTM ISDN cards, each providing connection for up to either 7 E1 or 9 T1 PRI
lines.
On RealPresence Collaboration Server (RMX) 1500/2000/4000, E1 and T1 connections cannot be used
simultaneously.

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RealPresence Collaboration Server Main Features
The RealPresence collaboration server offers:
Conferencing Modes
The MCU system offers the following types of conferences (Conferencing Modes), based on the video
protocol and the video display during the conference:
●AVC-based Conferencing - CP Only (Video Transcoding)
●AVC-based Conferencing - Video Switching (Collaboration Server (RMX) 1500/2000/4000 only)
●SVC-based Conferencing (Media Relay) - SVC Only
●Mixed AVC and SVC Conferencing - CP and SVC
AVC-based Conferencing
AVC-based Conferences allow endpoints that support AVC video to connect to these conferences. AVC
(Advanced Video Coding) video refers to the H.264 video protocols used to send and receive video. On the
Collaboration Server system it also includes all the standard video protocols such as H.261, H.263, and
RTV.
All endpoints (including SVC-enabled endpoints) have AVC capabilities and can connect to AVC
conferences running on the MCU. AVC-based endpoints can connect using different signaling protocols and
different video protocols.
Based on the video processing required during the conference, the Collaboration Server offers the
Continuous Presence Video Session Type for AVC-based conferencing.
In the Collaboration Server (RMX) 1500/2000/4000, the MCU also offers the Video Switching conferencing
Mode. Video Switching is not supported with Collaboration Server (RMX) 1800.
The Conferencing Mode determines the video display options (full screen or split screen with all participants
viewed simultaneously) and the method in which the video is processed by the MCU (with or without using
the MCU’s video resources).
CP Only (CP Transcoding) - AVC-based Conferencing
A transcoded CP (Continuous Presence) conference is also described as an AVC (Advanced Video Coding)
conference. It supports the standard video protocols. In this mode, video is received from all the endpoints
using different line rates, different transport protocols (SIP, H.323, PSTN and ISDN) and video parameters:
●Video protocols: H.261, H.263, H.264 Base and High profile and RTV
●Video Resolutions: from QCIF, CIF and up to 1080p60
●Frame rates up to 60fps
By default every conference, Entry Queue and Meeting Room has the ability to declare the maximum CP
resolution as defined for the system.
The MCU processes the received video, transcodes it and sends the resulting video streams to the
endpoints.
The Continuous Presence (CP) conference enables viewing flexibility by offering multiple viewing options
and video cell layouts for video conferencing.

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For more details, see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, Continuous Presence (CP) Conferencing.
Video Switching Conferencing Mode (Collaboration Server 1500/2000/4000 only)
In Video Switching (VSW) mode all participants see the same video picture (full screen). Only one CIF video
resource is used for each connection. Video Switching mode is not supported in Collaboration Server 1800.
In VSW conferences:
All endpoints must connect to the conference at the same line rate. Line rates range from 192Kbps
to 6Mb. The Collaboration Server will always connect participants at the highest possible video
quality that is supported by the conference Line Rate.
All endpoints must connect to the conference at the same video protocol and resolution. Video
Protocol and Resolution ranges from H.261 CIF to H.264 1080p60.
Compliant endpoints must connect to conferences at the conference line rate and resolutions.
Endpoints that do not meet the conference requirements connect as Secondary (Audio Only) if
there are resources defined for Voice connection or they will disconnect from the conference if
there are not such resources.
For more details, see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, Video Switching (VSW) Conferencing.
AVC-based Video Resolutions
The resolution in which participants connect to the conference is determined by system according to their
connection line rate and the endpoint’s capabilities.
Resolution Configuration for AVC-based CP Conferences
The minimum threshold line rates at which endpoints are connected to the conference at the various video
resolutions are determined in the Resolution Configuration dialog box. Using the Resolution Configuration
sliders, you can modify the video resolution decision matrix, effectively creating your own decision matrix.
For more information see the Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, Video Resolutions in AVC-based CP Conferencing.
AVC-based Video Switching Resolutions (Collaboration Server (RMX) 1500/2000/4000 only)
In Video Switching (VSW) conferences, participants must connect at the conference line rate, video protocol
and resolution. Endpoints that cannot connect using these settings will be connected using Audio only and
their status will appear as Secondary (no video).
The video quality for the conference is determined by the conference video protocol and resolution and it
should be set based on the endpoint with the lowest capabilities that will be connected to the conference.
●Available resolutions in Video Switching mode are: H.261 CIF, H.263 CIF, H.264 CIF, H.264 SD 30,
H.264 720p 30, H.264 720p 60 and H.264 1080p60.
For more details, see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, Video Switching (VSW) Conferencing.
SVC-based Conferencing (Media Relay)
Media Relay SVC Conferencing is based on the Scalable Video Coding (SVC) video protocol and Polycom's
proprietary Scalable Audio Coding (SAC) protocol. It offers high resolution video conferencing with low
end-to-end latency, improved Error Resiliency and higher system capacities.

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The Polycom multipoint media server serves as an integrated media relay engine that provides media
streams for displaying conferences at low latency video experience in video conferences. For more details,
see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s
Guide,.SVC-based Conferencing.
SVC-based Video Resolutions
In the Scalable Video Codec (SVC)-based conference, each SVC-enabled endpoint transmits multiple bit
streams, to the Polycom® RealPresence® Collaboration Server. Simulcasting enables each endpoint to
transmit at different resolutions and frame rates such as 720p at 30fps, 15fps, and 7.5fps, 360p at 15fps and
7.5fps, and 180p at 7.5fps.
Using the SVC video protocol, SVC conferences relays the received video streams to the SVC-enabled
endpoints at different resolutions, frame rate s and line rates according to the endpoint’s display capabilities
and layout configurations without sending the entire video layout to the endpoints.
For more details, see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, SVC Conferencing Guidelines.
Mixed CP and SVC Conferencing
This type of conference enables participants with SVC-enabled endpoints and AVC endpoints to participate
in the same conference.
Each endpoint connects according to its capabilities. The MCU processes the AVC video streams and
converts them into SVC video streams and relays them to the SVC participants that constructs the video
layout on the endpoint.
In the same way, the MCU processes the video streams received from the SVC participants, converts them
into AVC video and then transcodes all the video streams to compose the video layout that is sent to the
AVC endpoints.
Rich Video Layout Display Options
Video Layout describes the arrangement of cells on the screen of an endpoint, with each cell showing the
video of one of the conference participants. Usually, the participant cannot see himself/herself in the layout.
A selection of layouts are available to accommodate different numbers of participants and conference
settings.
The Collaboration Server (RMX) 1500/2000/4000 supports the VUI annex to the H.264 protocol for
endpoints that transmit wide video format instead of 4CIF resolution.
The following layouts are available as both Conference (all participants in the conference see the same
layout) and Personal (individually selected per participant) Layouts.

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The following Overlay Layouts are available as Conference Layouts. For more information see the
Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide,
Overlay Layouts.
Telepresence Mode Layouts
TPX (Telepresence) and RPX (RealPresence) room systems are configured with high definition cameras
and displays that are set up to ensure that all participants share a sense of being in the same room.

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The RealPresence Collaboration Server enables Telepresence Rooms to connect to conferences where
point-to-point connections cannot be used.
Additional video layouts have been created to give Telepresence operators more video layout options when
configuring TPX room systems. These additional video layout options are available for selection when
Telepresence is selected in the conference profile.
The following Layouts are specifically intended for use in Telepresence Mode.
Multiple Switching Modes for Layout Display
If the number of participants is higher than the number of video windows in the selected layout, switching
between video participants can be performed in one of these modes:
●Voice activation (default mode)
●The Collaboration Server user forces participants to selected video window
●Lecture Mode - The lecturer is viewed in full screen by all conference participants, while the audience
is “time-switched” in the speaker’s view
●Presentation Mode - When the speaker’s presentation extends beyond a predefined time, he/she
becomes the current lecturer and the conference switches to Lecture Mode
Various Methods for Creating Conferences
The collaboration Server offers various methods for creating, starting and scheduling conferences:
●On Demand Conferencing
●Scheduled Conferencing / Reservations (AVC-based Conferencing)
●Permanent Conference
●Polycom Conferencing for Microsoft Outlook® (AVC-based Conferencing)
On Demand Conferencing
The following options are available to set up conferences:
●New Conference – Set up once, use once.
The conference is deleted from the MCU after it ends.

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●Meeting Rooms – Set up once, use many times.
Meeting Rooms are saved in memory (using no resources) and can be activated as many times as
needed.
●Ad Hoc Entry Queue (AVC CP Only and Mixed CP and SVC Conferencing) – No setup, a new
conference can be created when an AVC participant dials in and enters a conference ID that is not
being used by an existing conference or Meeting Room.
●Collaboration Server (RMX) 1500/2000/4000 only: Gateway calls (AVC Only Conferencing) – From
IP endpoints to other participants, using the direct dialing method, with up to 10 destination numbers
contained in a single dial string.
Scheduled Conferencing / Reservations (AVC-based Conferencing)
Reservations provide calendar-based scheduling of single or recurring conferences. These conferences
can be launched immediately or become ongoing, at a specified time on a specified date. For more details,
see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide,
Scheduling Reservations.
Permanent Conference
A Permanent Conference is an ongoing conference with no predetermined End Time, continuing until it is
terminated by an administrator, operator or chairperson. For more details, see Polycom® RealPresence
Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide, Permanent Conference.
Polycom Conferencing for Microsoft Outlook® (AVC-based Conferencing)
Polycom Conferencing for Microsoft Outlook is implemented by installing the Polycom Conferencing Add-in
for Microsoft Outlook on Microsoft Outlook -mail clients. It enables meetings to be scheduled with video
endpoints from within Outlook. The add-in also adds a Polycom Conference button in the Meeting tab of the
Microsoft Outlook e-mail client ribbon.
For more details, see Polycom® RealPresence Collaboration Server (RMX) 1500/1800/2000/4000
Administrator’s Guide, Polycom Conferencing for Microsoft Outlook®.
Operator Conference
In Continuous Presence conferencing, a special conference that enables the MCU user, acting as an
operator, to assist participants without disturbing ongoing conferences and without being heard by other
conference participants. The operator can move a participant from an Entry Queue or ongoing conference
to a private, one-on-one conversation in the Operator conference. For more details, see Polycom®
RealPresence Collaboration Server (RMX) 1500/1800/2000/4000 Administrator’s Guide, Operator
Conferences.
Cascading Conferences (AVC-based Conferencing)
Cascading enables administrators to connect one conference directly to one or several conferences usually
running on different MCUs, depending on the topology, creating one large conference. Supported topologies
are:
●Basic Cascading of two MCUs.
●Star Topology.
●Multi Hierarchy Cascading (MIH).