Polycom ReadiManagerSE200 Manual

Polycom ReadiManager SE200
Operator’s Guide
Version 1.0.1
August 2006
PN: DOC2128B

Polycom ReadiManager SE200 Operator’s Guide
ii
Copyright
© 2006 Polycom, Inc. All rights reserved.
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Trademark Information
Polycom®, the Polycom logo design, ViaVideo®, ViewStation®, and SoundStation® are
registered trademarks; ReadiManager™ SE200, Global Management System™, PathNavigator™,
ReadiConvene™, iPower™, People+Content™, MGC™, WebCommander™, PVX™, QSX™,
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countries. Microsoft® and Outlook® are registered trademarks of Microsoft Corporation in the
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Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and patents
pending held by Polycom, Inc.
Warranty
See Polycom End User License Agreement
Note: Polycom believes that this document is accurate as of the date of its issuance. Polycom
disclaims any obligation to update the information contained herein. You use the
information in this document at your own risk, and Polycom will not be liable for errors or
omissions in this document. Polycom does not warrant that the information contained in this
document will meet your particular requirements or the requirements of any particular
installation.

Contents
iii
Contents
About This Guide
Documentation Resources . . . . . . . . . . . . . . . . . . . . . . . . vii
Finding Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Contacting Polycom Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
1 Preparing to Use ReadiManager
Minimum System Requirements . . . . . . . . . . . . . . . . . . 1–1
Setting up Your Computer and Browser . . . . . . . . . . . . 1–1
Logging In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3
Introducing the Operator View . . . . . . . . . . . . . . . . . . . . 1–4
Moving Between Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5
Sorting a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5
Filtering a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5
2 Using the Conference Schedule
About the Scheduled Conferences Screen . . . . . . . . . . 2–1
Scheduling a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Modifying a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Deleting a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Ending an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
3 Monitoring Conferences
About the Conference Monitoring Screen . . . . . . . . . . 3–1
Using Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1
Viewing Details About Conferences and Participants . . . . . . . . . . . . . . . . . . . . . . . 3–2
Conference Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Participant Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
4 Managing Active Conferences
Conference Management Options . . . . . . . . . . . . . . . . . 4–1

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About the Manage Active Conference Screen . . . . . . . 4–1
Changing an Active Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–2
Action Buttons on the Conference Management Screen . . . . . . . . . . . . . . . . . . . . . 4–4
Extending a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4
Ending a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5
Removing a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–5
Adding a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6
Adding a Guest (External Participant) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–7
Muting and Unmuting a Participant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–9
Disconnecting and Reconnecting a Participant . . . . . . . . . . . . . . . . . . . . . . . . 4–10
Acknowledging Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10
Sending a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–10
5 Device and Site Monitoring
Monitoring Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–1
About the Monitoring Devices Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–1
Viewing Details About Individual Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–3
Device Information and Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–4
Call Information for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–7
Alerts for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–11
Video Feed for Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–14
Monitoring Network Sites . . . . . . . . . . . . . . . . . . . . . . . 5–14
About the Monitoring Network Sites Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5–14
Monitoring Network Intersite Links . . . . . . . . . . . . . . . 5–15
About the Monitoring Network Intersite Links Screen . . . . . . . . . . . . . . . . . . . . . 5–16
6 Viewing Call Detail Record Reports
The CDR Table - IP View . . . . . . . . . . . . . . . . . . . . . . . . . 6–1
The CDR Table - ISDN View . . . . . . . . . . . . . . . . . . . . . . 6–3
Viewing a CDR Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–4
Exporting a Call Detail Record . . . . . . . . . . . . . . . . . . . . 6–4
7 Troubleshooting
Using Gatekeeper Diagnostics . . . . . . . . . . . . . . . . . . . . 7–1
Viewing Details About an Item in the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–2
Defining What to Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–3

Contents
v
Clearing Events from the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–3
Exporting the Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–4
Starting and Stopping Event Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–4
Scenarios for Troubleshooting . . . . . . . . . . . . . . . . . . . 7–4
Registration Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–5
Point-to-Point Calling Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–7
MCU and Gateway Dialing Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . 7–8
Conference On Demand Problems and Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . 7–9
Index

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vii
About This Guide
This document, the Polycom ReadiManager SE200 Operator’s Guide, describes
how to configure and use Polycom® ReadiManager™ through the Operator
View.
Documentation Resources
In addition to this guide, the available documentation that describes the
Polycom ReadiManager SE200 system includes:
•Polycom ReadiManager SE200 Getting Started Guide
•Polycom ReadiManager SE200 Administrator’s Guide
•Polycom ReadiManager SE200 Outlook Scheduling Guide
•Polycom ReadiManager SE200 Web Scheduling Guide
•Polycom ReadiManager SE200 Upgrade Guide
Finding Help
Online help is also available. To access the help, click the question mark in the
upper-right corner of the ReadiManager SE200 screen.

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Contacting Polycom Technical Support
For additional help, contact your Polycom Administrator or Polycom
Technical Support at:
•1-800-POLYCOM
•408-474-2050
•[email protected]

1–1
1
Preparing to Use ReadiManager
This chapter describes how to set up and configure your computer and
browser, introduces the Operator role, and provides instructions for
navigating the ReadiManager screens.
Minimum System Requirements
The client computer must meet the following minimum system requirements:
•Microsoft Windows 2000 or XP
•Microsoft Internet Explorer 5.5
•Intel Pentium II-class processor
•64 MB RAM (128 MB is recommended)
•30 MB free space
•For the Microsoft Outlook component of ReadiManager, MS Outlook 2000
SR1
Setting up Your Computer and Browser
Your computer must have the following items installed and configured:
•The .NET framework
•Security settings for Microsoft Internet Explorer
—.NET Framework-reliant components
—ActiveX controls and plug-ins
—Pop-ups allowed for all ReadiManager screens

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To set up your computer to use ReadiManager
1 Install the .NET framework. ReadiManager provides a link to a Microsoft
Web site from which you can obtain this software. After it has been
installed, close Internet Explorer and reopen it.
2 Install the third-party .NET control that contains the Polycom plugin
DLL, and then install the plugin DLL.
3 Enable security for .NET components. To do so, run an ActiveX control or
a Security Enabler utility. For details, see the Release Notes, available at
http://www.polycom.com/resource_center.
To set security settings in Internet Explorer
1 From the Tools menu, choose Internet Options.
2ClicktheSecurity tab.
3 Make sure the Internet is selected as the Web content zone.
4ClickCustom Level to open the Security Settings dialog box.
Figure 1-1 Security Settings Dialog Box
5 In the .NET Framework-reliant components section, set the following to
Enable:
—Run components not signed with Authenticate
—Run components signed with Authenticate

Preparing to Use ReadiManager
1–3
6 In the ActiveX controls and plugins section, set the following to Enable or
Prompt.
—Automatic prompting for ActiveX controls
—Download signed ActiveX controls
—Download unsigned ActiveX controls
7ClickApply to save your changes.
8SelectLocal Intranet and click Custom Level to display the Security
Settings dialog box.
9 Repeat steps 3 through 7, so that the settings for Local Intranet match
those for Internet.
10 Click Apply to save your changes.
11 Click OK to close the Internet Options dialog box.
Logging In
You access ReadiManager through Microsoft Internet Explorer.
To access ReadiManager from your computer
>> Open Internet Explorer, type the appliance’s IP address in the address
line, and press Enter.
For example: http://YOUR APPLIANCE IP ADDRESS
To log in to ReadiManager
1 See your ReadiManager Administrator for your login information.
2 Enter your user name, password, and domain, and then click Login.
Figure 1-2 Login Screen

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To log out of ReadiManager
>> Click the Log Out button in the upper-right corner of the screen.
Figure 1-3 Log Out Button
Introducing the Operator View
The Operator View organizes information about your video conference
network in a series of screens accessible through the menus at the top of
ReadiManager.
You can use the Operator View screens to:
•Monitor devices.
•Monitor conferences.
•Manage conferences.
•Monitor network sites and intersite links.
•Schedule and update scheduled conferences.
•Schedule new conferences with the Conference Scheduling Wizard. For
more information, see the Polycom ReadiManager SE200 Web Scheduling
Guide.
•Provide IP and ISDN call reporting.
•Troubleshoot using gatekeeper diagnostics.

Preparing to Use ReadiManager
1–5
Moving Between Screens
ReadiManager screens share similar elements, including menus, lists, and
filters to view item details. Figure 1-4 shows the primary navigation elements.
Figure 1-4 Navigation Elements in ReadiManager
Views. Links to other ReadiManager views may appear, according to permissions
associated with your user account. If you cannot see links, you do not have access
to other views.
Menus. The menus across the top of the screen access other screens in the
Operator View.
Help. Click the question mark to access help for the current screen.
Log out. Click this button to log out of ReadiManager.
Menu Items. Click a specific menu to display available screens.
Sorting a List
You can change the order in which information is displayed in a list by sorting
it. An up arrow indicates the sort is in ascending order; a down arrow indicates
the sort is in descending order.
To sort a list
>> Click the header of the column you want to sort.
To reverse the sort, click the column header again.
Filtering a List
You can filter a list in all Operator View screens.
1
2
3
4
5

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To filter a list
1 In the Filter by drop-down list, select the criterion to specify items to
display.
Note: You can enter a partial string to find entries that start with that string.
2ClickFilter.
The list is updated to show items that match your criterion.
The filter criterion is stored until you update it or clear your browser’s
cache.
To remove a filter, select Clear from the Filter by drop-down list.

2–1
2
Using the Conference Schedule
The conference schedule enables you to schedule and manage conferences
through ReadiManager.
About the Scheduled Conferences Screen
Choose Scheduling > Conferences to display the Scheduled Conferences
screen. From this screen, you can:
•View information for future, active, or finished conferences.
•Filter the list to specify certain conferences.
•Schedule new conferences, change settings for future and active
conferences, and delete conferences.
For details, see Table 2-1.
Figure 2-1 Scheduled Conferences Screen

ID ID for the conference.
Name The name of the conference when scheduled.
Start
Date/Time
The start date and time of the conference, following regional
conventions.
End
Date/Time
The end date and time for the conference, following regional
conventions.
Owner The name of the user who scheduled the conference.
Domain The domain of the user who scheduled the conference.
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Scheduling a Conference
You can schedule conferences.
To schedule a conference
1 From the menu bar, choose Scheduling > Conferences.
2 On the Scheduled Conferences screen, click New.
The Web Scheduling Wizard appears. For instructions about using the
Web Scheduling Wizard, see the Polycom ReadiManager Web Scheduling
Guide.
Modifying a Scheduled Conference
You can modify a scheduled conference.
To modify a scheduled conference
1 From the menu bar, choose Scheduling > Conferences.
2 Select the conference you want to change and then click Edit.
The Web Scheduling Wizard appears. For instructions about using the
Web Scheduling Wizard, see the Polycom ReadiManager Web Scheduling
Guide.
Note: To change the conference type from an audio-only conference to a
video conference, you must be in the Operator View.
Table 2-1 Information in the Scheduled Conferences Screen
Column Description

Using the Conference Schedule
2–3
3 When you are done, click Finish.
ReadiManager reserves resources, schedules participants, and sends
notification messages about the conference.
You return to the Scheduled Conferences screen.
Note: Changes you make to a conference that is part of a series of recurring
conferences apply only to the selected conference.
Deleting a Scheduled Conference
You can delete a scheduled conference.
Note: You cannot delete an active conference. If a scheduled multipoint
conference has started, you must end it before you can delete it.
To delete a scheduled conference
1 From the menu bar, choose Scheduling > Conferences.
2 On the Scheduled Conferences screen, select the applicable conference
and then click Delete.
3ClickDelete to confirm the deletion.
If the conference is part of a series of recurring conferences, click Yes to
confirm deletion of the series.
The conference is deleted from the list. The conference owner,
participants, and resource facilitators are notified by e-mail.
Ending an Active Conference
Note: You can end a conference only when the Filter option is set to view
ongoing conferences.
To end an active conference
1 From the menu bar, choose Scheduling > Conferences.
2 From the Conferences drop-down list, select Ongoing and click Filter.
3 On the Scheduled Conferences screen, select the ongoing conference to
end.
4ClickOK to confirm the conference end.

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3-1
3
Monitoring Conferences
This chapter describes conference monitoring, which allows you to review the
status of active conferences (scheduled and unscheduled) and future
conferences.
About the Conference Monitoring Screen
Choose Monitoring > Conferences to display the Conference Monitoring
screen. From this screen, you can:
•Filter to locate a specific conference.
•View conference status.
•View detailed data about an individual conference or participant.
•Manage an active conference.
•Troubleshoot various problems.
In addition to online help, tool tips are available for icons in this screen. Point
to an icon to display the tool tip text.
Using Filters
On the Conference Monitoring screen, you can filter information according to
the following conference attributes: ID, date (today, next 7 days), name, type
(audio, video), and VIP only.

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Figure 3-1 Conference Monitoring Screen
Viewing Details About Conferences and Participants
You can view details about a conference and participants.
Conference Details
For details, see Table 3-1. For Polycom MGCs, see the MGC documentation for
more information about these fields and their values.
Table 3-1 Fields in the Conference Details Tab
Field Description
ID The ID for the conference.
Type Type of conference or call. Options are:
•Video
•Audio Only
•Video (Scheduled)
•Audio Only (Scheduled)