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.
Polycom Headquarters: 4750 Willow Road, Pleasanton, CA 94588
(T) For North America only:
1.800.POLYCOM (765.9266)
(T) For North America, Latin America and Caribbean
+1.925.924.6000, (F) +1.925.924.6100
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(T) [phone], (F) [phone]
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(T) +852.2861.3113, (F)+852.2866.8028
No part of this document may be reproduced or transmitted in any form or by any means,
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Under the law, reproducing includes translating into another language or format.
As between 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 provision. Therefore, you must treat the software like any
other copyrighted material (e.g. a book or sound recording).
Other Restrictions
You shall not and shall not allow any third party to 1) decompile, disassemble, or otherwise
reverse engineer or attempt to reconstruct or discover any source code or underlying ideas or
algorithms of the software by any means whatsoever or 2) remove any product.
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™,
VSX™, and VTX™7000 are trademarks of Polycom, Inc. in the United States and various other
countries. Microsoft® and Outlook® are registered trademarks of Microsoft Corporation in the
United States and/or other countries. All other trademarks are the property of their respective
owners.
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
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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

Polycom ReadiManager SE200 Operator’s Guide
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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.

Polycom ReadiManager SE200 Operator’s Guide
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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

Polycom ReadiManager SE200 Operator’s Guide
1–2
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