Polycom RMX 1500 Administrator's Manual

products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United States and various 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/or pending patent applications held by Polycom, Inc. © 2011 Polycom, Inc. All rights reserved. Polycom, Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for 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 provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording). 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.

Commission (FCC) Part 15: Class A Statement. This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. Test limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses and can radiate radio-frequency energy and, if not installed and used in accordance with the instruction manuals, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference, in which case the user will be required to correct the interference at his or her own expense. Part 68: Network Registration Number. This equipment is registered with the FCC in accordance with Part 68 of the FCC Rules. This equipment is identified by the FCC registration number. If requested, the FCC registration Number and REN must be provided to the telephone company. Any repairs to this equipment must be carried out by Polycom Inc. or our designated agent. This stipulation is required by the FCC and applies during and after the warranty period. CE Mark R&TTE Directive Polycom Inc., declares that the Polycom RMX™ 2000 is in conformity with the following relevant harmonized standards: EN 60950-1:2001 EN 55022: 1998+A1:2000+A2:2003 class A EN 300 386 V1.3.3: 2005 Following the provisions of the Council Directive 1999/CE on radio and telecommunication terminal equipment and the recognition of its conformity. Canadian Department of Communications This Class [A] digital apparatus complies with Canadian ICES-003. Notice: The Industry Canada label identifies certified equipment. This certification means that the equipment meets telecommunication network protective, operational and safety requirements as prescribed in the appropriate Terminal Equipment Technical Requirements document(s). The Department does not guarantee the equipment will operate to the user's satisfaction. Before installing this equipment, users should ensure that it is permissible to be connected to the facilities of the local telecommunications company. The equipment must also be installed using an acceptable method of connection. The customer should be aware that compliance with the above conditions may not prevent degradation of service in some situations. Repairs to certified equipment malfunctions, may give the telecommunications company causes to request the user to disconnect the equipment. Users should ensure for their own protection that the electrical ground connections of the power utility, telephone lines and internal metallic water pipe system, if present, are connected together. This precaution may be particularly important in rural areas. Caution: Users should not attempt to make such connections themselves, but should contact the appropriate electric inspection authority, or electrician, as appropriate. United States Safety Construction Details: • All connections are indoor only. • Unit is intended for RESTRICTED ACCESS LOCATION. • Unit is to be installed in accordance with the National Electrical Code. • The branch circuit overcurrent protection shall be rated 20 A for the AC system. • This equipment has a maximum operating ambient of 40°C, the ambient temperature in the rack shall not exceed this temperature. To eliminate the risk of battery explosion, the battery should not be replaced by an incorrect type. Dispose of used batteries according to their instructions.

Singapore Certificate RMX 2000 complies with IDA standards G0916-07 Regulatory Notices

i Table of Contents Conference Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Conferencing Modes .............................................................................. 1-3 Standard Conferencing .................................................................. 1-3 Supplemental Conferencing Features ......................................... 1-5 Viewing Profiles ..................................................................................... 1-7 Profile Toolbar ................................................................................ 1-8 Defining Profiles ..................................................................................... 1-9 Modifying an Existing Profile ..................................................... 1-35 Deleting a Conference Profile ..................................................... 1-36 Additional Conferencing Information . . . . . . . . . . . . . . 2-1 Video Session Modes ............................................................................. 2-1 Line Rates for CP and VSW .......................................................... 2-2 Dynamic Continuous Presence (CP) Mode ................................ 2-3 Continuous Presence (CP) Conferencing ............................................ 2-4 Video Resolutions in CP ................................................................ 2-4 Video Resource Usage ........................................................... 2-5 Default Minimum Threshold Line Rates ............................ 2-5 Additional Video Resolutions in MPM+/MPMx Card Configuration Mode ....................................................................... 2-6 Additional Intermediate Video Resolutions ............................... 2-6 Video Display with CIF, SD and HD Video Connections ....... 2-7 Setting the Maximum CP Resolution for Conferencing ... 2-7 CP Conferencing with H.263 4CIF ............................................... 2-8 H.263 4CIF Guidelines ........................................................... 2-9 H.264 High Profile .......................................................................... 2-9 Guidelines ................................................................................ 2-9 H.264 High Profile System Flags ........................................ 2-10 Microsoft RTV Video Protocol .................................................... 2-12 Guidelines .............................................................................. 2-12 Participant Settings ............................................................... 2-13 Monitoring RTV .................................................................... 2-15 Resolution Configuration ............................................................ 2-15

ii Guidelines .............................................................................. 2-16 Accessing the Resolution Configuration dialog box ....... 2-16 Modifying the Resolution Configuration in MPM or MPM+ Card Configuration Mode ........................................................... 2-17 Maximum CP Resolution Pane ........................................... 2-18 Limiting Maximum Resolution .......................................... 2-18 Resolution Configuration Pane .......................................... 2-18 Sharpness / Motion Resolution Slider Panes ................... 2-20 Modifying the Resolution Configuration in MPMx Card Configuration Mode ..................................................................... 2-21 Sharpness and Motion ......................................................... 2-22 Resolution Configuration - Basic ....................................... 2-22 Resolution Configuration - Detailed .................................. 2-23 Video Switching .................................................................................... 2-25 Guidelines ...................................................................................... 2-26 Enabling Video Switching ........................................................... 2-26 Modifying the Video Switching Threshold Bit Rate ....... 2-27 Creating a Video Switching Profile .................................... 2-27 Monitoring Video Switching Conferences ................................ 2-29 H.239 / People+Content ..................................................................... 2-30 H.239 ............................................................................................... 2-30 People+Content ............................................................................ 2-30 Guidelines ...................................................................................... 2-30 Content Transmission Modes ..................................................... 2-31 Content Protocol ........................................................................... 2-32 Endpoint Capabilities .......................................................... 2-33 Defining Content Sharing Parameters for a Conference ........ 2-35 Modifying the Threshold Line Rate for HD Resolution Content ........................................................................................... 2-36 Disabling HD Resolution Content ............................................. 2-37 Sending Content to Legacy Endpoints ...................................... 2-38 Guidelines for Sending Content to Legacy Endpoints .... 2-38 Content Display on Legacy Endpoints .............................. 2-39 Interoperability with Polycom CMA and DMA .............. 2-40 Enabling the Send Content to Legacy Endpoints Option ....... 2-41 Changing the Default Layout for Displaying Content on Legacy Endpoints ................................................................. 2-42

iii Stopping a Content Session ......................................................... 2-45 Video Preview ....................................................................................... 2-46 Video Preview Guidelines ........................................................... 2-46 Workstation Requirements ......................................................... 2-47 Testing your Workstation .................................................... 2-47 Previewing the Participant Video .............................................. 2-49 Gathering Phase .................................................................................... 2-51 Gathering Phase Guidelines ....................................................... 2-52 Gathering Phase Duration ................................................... 2-53 Enabling the Gathering Phase Display .............................. 2-54 Closed Captions .................................................................................... 2-55 Enabling Closed Captions ........................................................... 2-56 Message Overlay .................................................................................. 2-57 Guidelines ...................................................................................... 2-57 Enabling Message Overlay .......................................................... 2-58 Audio Algorithm Support ................................................................... 2-61 Guidelines ...................................................................................... 2-61 Mono ....................................................................................... 2-61 Stereo ...................................................................................... 2-62 Audio algorithms supported for ISDN ..................................... 2-63 Monitoring Participant Audio Properties ................................. 2-65 Media Encryption ................................................................................. 2-66 Media Encryption Guidelines ..................................................... 2-66 Conference Access ................................................................ 2-67 Entry Queue Access ............................................................. 2-69 Move Guidelines ................................................................... 2-71 Encryption Flag Settings .............................................................. 2-71 Enabling Encryption in the Profile ............................................. 2-72 Enabling Encryption at the Participant Level .......................... 2-73 Monitoring the Encryption Status .............................................. 2-74 LPR – Lost Packet Recovery ................................................................ 2-76 Packet Loss .................................................................................... 2-76 Causes of Packet Loss .......................................................... 2-76 Effects of Packet Loss on Conferences ............................... 2-76 Lost Packet Recovery ................................................................... 2-76 Lost Packet Recovery Guidelines ....................................... 2-77 Enabling Lost Packet Recovery .......................................... 2-77

iv Monitoring Lost Packet Recovery .............................................. 2-78 Telepresence Mode ............................................................................... 2-80 RMX Telepresence Mode Guidelines ........................................ 2-80 System Level ......................................................................... 2-80 Conference Level .................................................................. 2-81 Room (Participant/Endpoint) Level .................................. 2-81 Automatic detection of Immersive Telepresence (ITP) Sites ......................................................................................... 2-82 Striping Options ........................................................................... 2-83 Horizontal Striping .............................................................. 2-83 Symmetric Letter box Cropping ......................................... 2-83 Gathering Phase with ITP Room Systems ........................ 2-83 Aspect ratio for standard endpoints .................................. 2-83 Video Fade is enabled for all Telepresence conferences . 2-83 RPX and TPX Video Layouts ...................................................... 2-84 Enabling Telepresence Mode ...................................................... 2-87 Conference Level .................................................................. 2-87 Room (Participant/Endpoint) Level .................................. 2-88 Saving an Ongoing Conference as a Template ................ 2-90 Starting an Ongoing Conference From a Template ......... 2-90 Monitoring Telepresence Mode ................................................. 2-92 Monitoring Ongoing Conferences ..................................... 2-92 Monitoring Participant Properties ..................................... 2-93 Lecture Mode ........................................................................................ 2-94 Enabling Lecture Mode ............................................................... 2-94 Enabling the Automatic Switching .................................... 2-94 Selecting the Conference Lecturer ..................................... 2-95 Restricting Content Broadcast to Lecturer ........................ 2-96 Content Broadcast Control .................................................. 2-96 Giving and Cancelling Token Ownership ........................ 2-97 Lecture Mode Monitoring ........................................................... 2-98 Permanent Conference ...................................................................... 2-101 Guidelines .................................................................................... 2-101 Enabling a Permanent Conference ........................................... 2-102 Cascading Conferences . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Video Layout in Cascading conferences ..................................... 3-1 Guidelines ................................................................................ 3-2

v Flags controlling Cascade Layouts ...................................... 3-3 DTMF Forwarding ................................................................. 3-4 Basic Cascading ...................................................................................... 3-5 Basic Cascading using IP Cascaded Link .................................... 3-5 Dialing Directly to a Conference .......................................... 3-6 Dialing to an Entry Queue .................................................... 3-6 Automatic Identification of the Cascading Link ................ 3-7 Basic Cascading using ISDN Cascaded Link ............................. 3-7 Network Topologies Enabling H.239 Content Over ISDN Cascaded Links ....................................................................... 3-7 Guidelines ................................................................................ 3-8 Gateway to Gateway Calls via ISDN Cascading Link ...... 3-9 Gateway to MCU Calls via ISDN Cascading Link .......... 3-10 MCU to MCU Calls via ISDN Cascading Link ................ 3-11 RMX Configuration Enabling ISDN Cascading Links .... 3-12 Suppression of DTMF Forwarding .................................... 3-17 Star Cascading Topology .................................................................... 3-19 Master-Slave Cascading .............................................................. 3-19 Cascading via Entry Queue ........................................................ 3-27 Enabling Cascading .............................................................. 3-28 Creating the Cascade-enabled Entry Queue .................... 3-28 Creating the Dial-out Cascaded Link ................................ 3-30 Enabling Cascaded Conferences without Password ....... 3-32 Monitoring Star Cascaded Conferences .................................... 3-33 Creating the Dial-out Link from a Conference Running on the MGC to the Conference Running on the RMX .................. 3-34 Cascading Conferences - H.239-enabled MIH Topology ............... 3-36 MIH Cascading Levels ................................................................. 3-36 MIH Cascading Guidelines ................................................. 3-37 H.239 Content Sharing ......................................................... 3-39 Setting up MIH Cascading Conferences ................................... 3-40 RMX to RMX Cascading ...................................................... 3-40 MGC to RMX Cascading ..................................................... 3-47 Starting and Monitoring MIH Cascading Conferences .......... 3-58 Monitoring Participants in an MIH Cascaded Conference ............................................................................. 3-58 Viewing Participant Properties .......................................... 3-60

vi Meeting Rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Meeting Rooms List ............................................................................... 4-3 Meeting Room Toolbar & Right-click Menu .............................. 4-5 Creating a New Meeting Room ............................................................ 4-7 Entry Queues, Ad Hoc Conferences and SIP Factories . 5-1 Entry Queues .......................................................................................... 5-1 Defining a New Entry Queue ....................................................... 5-4 Listing Entry Queues ..................................................................... 5-8 Modifying the EQ Properties ........................................................ 5-9 Transit Entry Queue ....................................................................... 5-9 Setting a Transit Entry Queue .............................................. 5-9 IVR Provider Entry Queue (Shared Number Dialing) ............ 5-10 Call Flow ................................................................................ 5-10 Guidelines .............................................................................. 5-11 RMX Configuration .............................................................. 5-11 SIP Factories .......................................................................................... 5-13 Creating SIP Factories .................................................................. 5-13 SIP Registration & Presence for Entry Queues and SIP Factories . 5-16 Guidelines .............................................................................. 5-16 Monitoring Registration Status .................................................. 5-17 Ad Hoc Conferencing .......................................................................... 5-18 Gateway to Polycom® Distributed Media Application™ (DMA™) 7000 ............................................................................... 5-18 Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Viewing the Address Book ................................................................... 6-2 Displaying and Hiding the Address Book .......................... 6-2 Adding a Participant to the Address Book ......................................... 6-4 Adding a new participant to the Address Book Directly ......... 6-4 Adding a Participant from an Ongoing Conference to the Address Book ................................................................................ 6-13 Modifying Participants in the Address Book ........................... 6-14 Deleting Participants from the Address Book .......................... 6-15 Searching the Address Book ....................................................... 6-15 Filtering the Address Book ......................................................... 6-16 Participant Groups ............................................................................... 6-18 Adding a New Group to the Address Book ............................. 6-18 Deleting a Group from the Address Book ................................ 6-19

vii Modifying a Group in the Address Book .................................. 6-20 Importing and Exporting Address Books ......................................... 6-21 Exporting an Address Book ........................................................ 6-21 Importing an Address Book ........................................................ 6-22 Integrating the Polycom CMA™ Address Book with the RMX .... 6-23 Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 Guidelines ................................................................................................ 7-1 System ...................................................................................... 7-1 Resources ................................................................................. 7-2 Reservations ............................................................................ 7-3 Using the Reservation Calendar ........................................................... 7-4 Toolbar Buttons ....................................................................... 7-5 Reservations Views ........................................................................ 7-5 Week View ............................................................................... 7-6 Day View ................................................................................. 7-6 Today View ............................................................................. 7-6 List View .................................................................................. 7-7 Changing the Calendar View ....................................................... 7-8 Scheduling Conferences Using the Reservation Calendar ............. 7-10 Creating a New Reservation ....................................................... 7-10 Managing Reservations ....................................................................... 7-18 Guidelines ...................................................................................... 7-18 Viewing and Modifying Reservations ....................................... 7-18 Using the Week and Day views of the Reservations Calendar ................................................................................. 7-18 Deleting Reservations .................................................................. 7-20 Searching for Reservations using Quick Search ...................... 7-21 Operator Assistance & Participant Move . . . . . . . . . . . 8-1 Operator Conferences ............................................................ 8-2 Defining the Components Enabling Operator Assistance ....... 8-3 Defining a Conference IVR Service with Operator Assistance Options ................................................................. 8-4 Defining an Entry Queue IVR Service with Operator Assistance Options ................................................................. 8-7 Defining a Conference Profile for an Operator Conference ............................................................................... 8-9 Defining an Ongoing Operator Conference ..................... 8-16

viii Saving an Operator Conference to a Template ................ 8-20 Starting an Operator Conference from a Template ......... 8-22 Monitoring Operator Conferences and Participants Requiring Assistance ...................................................................................... 8-23 Requesting Help ................................................................... 8-23 Participant Alerts List .......................................................... 8-25 Audible Alarms ............................................................................ 8-25 Using Audible Alarms ......................................................... 8-25 Moving Participants Between Conferences .............................. 8-26 Moving Participants ............................................................. 8-27 Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1 Guidelines ................................................................................ 9-1 Using Conference Templates ................................................................ 9-3 Toolbar Buttons ....................................................................... 9-4 Creating a New Conference Template ................................................ 9-5 Creating a new Conference Template from Scratch .................. 9-5 Saving an Ongoing or Operator Conference as a Template ... 9-12 Starting an Ongoing Conference From a Template ......................... 9-13 Starting an Operator Conference from a Template ......... 9-14 Scheduling a Reservation From a Conference Template ................ 9-15 Deleting a Conference Template ........................................................ 9-17 Polycom Conferencing for Microsoft Outlook® . . . . . . 10-1 Setting up the Calendaring Solution ................................................. 10-3 Calendaring Guidelines ............................................................. 10-10 Creating and Connecting to a Conference ...................................... 10-12 Creating a Conference ............................................................... 10-12 Connecting to a Conference ...................................................... 10-14 RMX Standalone Deployment .......................................... 10-15 RMX and Polycom DMA System Deployment .............. 10-15 Polycom Solution Support ........................................................ 10-16 Conference and Participant Monitoring . . . . . . . . . . . 11-1 General Monitoring .............................................................................. 11-2 Conference Level Monitoring ............................................................. 11-3 Monitoring Operator Conferences and Participants Requiring Assistance .................................................................. 11-14 Requesting Help ................................................................. 11-14 Request to Speak ................................................................. 11-16

ix Participant Alerts List ........................................................ 11-16 Participant Level Monitoring ............................................................ 11-17 IP Participant Properties ................................................... 11-18 Monitoring ISDN/PSTN Participants ............................. 11-31 Monitoring Telepresence Participant Properties ........... 11-39 Recording Conferences . . . . . . . . . . . . . . . . . . . . . . . . 12-1 Creating Multiple Virtual Recording Rooms on the RSS ............... 12-2 Configuring the RMX to Enable Recording ...................................... 12-2 Defining the Recording Link ...................................................... 12-3 Enabling the Recording Features in a Conference IVR Service ............................................................................................ 12-5 Enabling the Recording in the Conference Profile .................. 12-6 Recording Link Encryption ......................................................... 12-8 Managing the Recording Process ..................................................... 12-11 Recording Link Layout .............................................................. 12-11 Using the RMX Web Client to Manage the Recording Process .......................................................................................... 12-13 Using DTMF Codes to Manage the Recording Process ........ 12-15 Conference Recording with Codian IP VCR .................................. 12-16 Users, Connections and Notes . . . . . . . . . . . . . . . . . . 13-1 RMX Users ............................................................................................. 13-1 Listing Users .................................................................................. 13-2 Adding a New User ..................................................................... 13-3 Deleting a User .............................................................................. 13-4 Changing a User’s Password ...................................................... 13-4 Disabling a User ............................................................................ 13-5 Enabling a User ............................................................................. 13-6 Renaming a User .......................................................................... 13-6 Connections ........................................................................................... 13-8 Viewing the Connections List ..................................................... 13-8 User and Connection Management in Ultra Secure Mode ............ 13-9 Managing the RMX Users ......................................................... 13-10 User Types ........................................................................... 13-10 Disabling/Enabling Users ................................................. 13-10 Renaming Users .................................................................. 13-10 Disabling Inactive Users .................................................... 13-10 Managing the User Login Process ........................................... 13-11

x Implementing Strong Passwords ..................................... 13-11 Implementing Password Re-Use / History Rules ......... 13-12 Defining Password Aging ................................................. 13-13 Defining Password Change Frequency ........................... 13-13 Forcing Password Change ................................................ 13-14 Temporary User Lockout .................................................. 13-14 User Lockout ....................................................................... 13-14 User Login Record .............................................................. 13-15 Controlling RMX User Sessions ............................................... 13-16 Management Sessions per System ................................... 13-16 Sessions per User ................................................................ 13-16 Connection Timeout ........................................................... 13-16 Session Timeout .................................................................. 13-17 Erase Session History After Logout ................................. 13-17 Notes .................................................................................................... 13-18 Using Notes ................................................................................. 13-18 Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1 IP Network Services ............................................................................. 14-2 Management Network (Primary) ............................................... 14-2 Default IP Service (Conferencing Service) ................................ 14-3 Modifying the Management Network ...................................... 14-3 Modifying the Default IP Network Service ............................ 14-13 Ethernet Settings ......................................................................... 14-30 IP Network Monitoring ............................................................. 14-33 Using IPv6 Networking Addresses for RMX Internal and External Entities .......................................................................... 14-39 RMX Internal Addresses ................................................... 14-39 External Entities .................................................................. 14-39 IPv6 Guidelines ........................................................................... 14-39 LAN Redundancy .............................................................................. 14-41 Guidelines .................................................................................... 14-42 Configuration Requirements .................................................... 14-42 Hardware Monitor Indications ............................................... 14-43 RMX Network Port Usage ................................................................ 14-44 ISDN/PSTN Network Services ........................................................ 14-48 Adding/Modifying ISDN/PSTN Network Services ............ 14-49 Obtaining ISDN/PSTN required information ............... 14-49

xi Modifying an ISDN/PSTN Network Service ......................... 14-58 Network Security ................................................................................ 14-61 Multiple Network Services ............................................................... 14-61 Guidelines .................................................................................... 14-63 Resource Allocation and Capacity ................................... 14-65 First Time Installation and Configuration .............................. 14-65 Upgrading to Version 7.1/7.2 and Multiple Services ........... 14-67 Gather Network Equipment and Address Information - IP Network Services Required Information ................................ 14-68 RMX Hardware Installation ...................................................... 14-69 RMX 4000 Multiple Services Configuration ................... 14-69 RMX 2000 Multiple Services Configuration ................... 14-71 RMX 1500 Multiple Services Configuration ................... 14-72 RMX Configuration .................................................................... 14-73 System Flags and License Settings ................................... 14-73 IP Network Service Definition .......................................... 14-73 Setting a Network Service as Default .............................. 14-81 Ethernet Settings ................................................................. 14-83 Signaling Host IP Address and MCU Prefix in GK Indications ........................................................................... 14-83 Video/Voice Port Configuration and Resolution Configuration ...................................................................... 14-83 Conference Profile .............................................................. 14-83 Gateway Profiles ................................................................. 14-85 Hardware Monitor ..................................................................... 14-86 Signaling Monitor ....................................................................... 14-86 Conferencing ............................................................................... 14-87 Defining Dial Out Participants ......................................... 14-87 Reserving Video Resources for a Conference ................. 14-88 Monitoring Conferences .................................................... 14-88 Resource Report .......................................................................... 14-89 Port Gauge Indications ...................................................... 14-89 Network Separation ........................................................................... 14-90 RMX 1500/4000 .................................................................. 14-90 RMX 2000 ............................................................................. 14-90 Enabling Network Separation .......................................... 14-91

xii IVR Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1 IVR Services List ................................................................................... 15-2 IVR Services Toolbar .................................................................... 15-3 Adding Languages ............................................................................... 15-4 Defining a New Conference IVR Service .......................................... 15-9 Defining a New Conference IVR Service .................................. 15-9 Entry Queues IVR Service ................................................................. 15-28 Defining a New Entry Queue IVR Service ............................. 15-28 Setting a Conference IVR Service or Entry Queue IVR Service as the Default Service ................................................... 15-35 Modifying the Conference or Entry Queue IVR Service Properties ..................................................................................... 15-36 Replacing the Music File ................................................................... 15-37 Adding a Music File ........................................................... 15-37 Creating Audio Prompts and Video Slides .................................... 15-39 Recording an Audio Message ................................................... 15-39 Creating a Welcome Video Slide .............................................. 15-43 Default IVR Prompts and Messages ................................................ 15-44 Volume Control of IVR Messages, Music and Roll Call ............... 15-48 The Call Detail Record (CDR) Utility . . . . . . . . . . . . . . 16-1 The CDR File ......................................................................................... 16-2 CDR File Formats ......................................................................... 16-2 CDR File Contents ........................................................................ 16-3 Viewing, Retrieving and Archiving Conference Information ....... 16-5 Viewing the Conference Records ............................................... 16-5 Refreshing the CDR List .............................................................. 16-6 Retrieving and Archiving Conference CDR Records .............. 16-7 Gateway Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1 Gateway Functionality ........................................................................ 17-1 Call Flows .............................................................................................. 17-2 IP Participants ............................................................................... 17-2 Direct Dialing ........................................................................ 17-3 Gateway IVR ......................................................................... 17-7 ISDN Participants ......................................................................... 17-9 Gateway IVR ......................................................................... 17-9 Direct Dial-in to Endpoints or DMA VMR using Automatically Generated Destination Numbers ........... 17-11

xiii Interoperability with CMA ............................................... 17-12 Configuring the Gateway Components on the RMX .................... 17-13 Defining the IVR Service for Gateway Calls .......................... 17-13 Defining the Conference Profile for Gateway Calls .............. 17-17 Defining the Gateway Profile ................................................... 17-18 System Configuration ................................................................ 17-24 Displaying the Connection Information ......................... 17-24 Enabling PSTN dial-in using GK prefix .......................... 17-24 Monitoring Ongoing Gateway Sessions ......................................... 17-25 Connection Indications .............................................................. 17-25 Gateway Session Parameters .................................................... 17-26 Connected Participant Parameters ........................................... 17-27 Dialing to Polycom® DMA™ 7000 .................................................. 17-28 Calling a DMA Direct with Automatically Generated Destination Dial Strings ............................................................. 17-28 Calling the DMA via Gateway IVR ......................................... 17-29 Manual Dial String Entry .......................................................... 17-29 Automatic Dial String Generation ........................................... 17-30 PSTN Dial-in Using GK Prefix .......................................... 17-31 Direct Dialing from ISDN/PSTN Endpoint to IP Endpoint via a Meeting Room ..................................................................................... 17-33 RMX Manager Application . . . . . . . . . . . . . . . . . . . . . 18-1 Installing the RMX Manager ............................................................... 18-2 Starting the RMX Manager Application ........................................... 18-7 Connecting to the MCU ............................................................... 18-8 RMX Manager Main Screen ...................................................... 18-11 MCUs Pane .......................................................................... 18-12 Conferences Pane ................................................................ 18-13 RMX Management .............................................................. 18-14 List Pane ............................................................................... 18-15 Status Bar ............................................................................. 18-15 Address Book ...................................................................... 18-16 Conference Templates ........................................................ 18-17 Adding MCUs to the MCUs List ...................................................... 18-17 Starting a Conference ......................................................................... 18-20 Starting a Conference from the Conferences Pane ................ 18-20 Starting a Reservation ................................................................ 18-22

xiv Starting an Ongoing Conference or Reservation From a Template ...................................................................................... 18-23 Monitoring Conferences .................................................................... 18-24 Grouping the Participants by MCU ......................................... 18-25 Start Monitoring/Stop Monitoring .......................................... 18-26 Modifying the MCU Properties ........................................................ 18-27 Disconnecting an MCU ..................................................................... 18-28 Removing an MCU from the MCUs Pane ...................................... 18-28 Changing the RMX Manager Language ......................................... 18-29 Import/Export RMX Manager Configuration ............................... 18-30 Installing RMX Manager for Secure Communication Mode ....... 18-32 Using an Internal Certificate Authority .................................. 18-37 RMX Administration and Utilities . . . . . . . . . . . . . . . . 19-1 System and Participant Alerts ............................................................ 19-1 System Alerts ................................................................................ 19-2 Participant Alerts .......................................................................... 19-4 System Configuration .......................................................................... 19-6 Modifying System Flags .............................................................. 19-6 Manually Adding and Deleting System Flags ....................... 19-21 JITC_MODE System Flag .......................................................... 19-38 Auto Layout Configuration ...................................................... 19-41 Customizing the Default Auto Layout ............................ 19-41 LEGACY_EP_CONTENT_DEFAULT_LAYOUT Flag Values ........................................................................................... 19-45 CS_ENABLE_EPC Flag ............................................................. 19-46 Automatic Password Generation Flags ................................... 19-47 Guidelines ............................................................................ 19-47 Enabling the Automatic Generation of Passwords ....... 19-48 RMX Time ............................................................................................ 19-52 Guidelines ............................................................................ 19-52 Altering the clock ....................................................................... 19-52 Resource Management ...................................................................... 19-54 Resource Capacity ...................................................................... 19-54 Resource Capacity Modes ................................................. 19-56 Resource Usage ................................................................... 19-57 Video/Voice Port Configuration ............................................. 19-59 Flexible Resource Capacity Mode .................................... 19-59

xv Fixed Resource Capacity ................................................... 19-59 Configuring the Video/Voice Resources in MPM Mode .................................................................................... 19-60 Configuring the Video/Voice Resources in MPM+ and MPMx Mode ........................................................................ 19-61 Flexible Resource Capacity ............................................... 19-62 Fixed Resource Capacity ................................................... 19-62 Forcing Video Resource Allocation to CIF Resolution . 19-66 Resource Report .......................................................................... 19-68 Displaying the Resource Report ....................................... 19-68 Resource Report Display in Flexible Resource Capacity Mode™ ................................................................................. 19-69 Resource Report in Fixed Resource Capacity Mode™ . 19-71 ISDN/PSTN ........................................................................ 19-72 RMX Resource Management by CMA and DMA ................. 19-73 Guidelines ............................................................................ 19-73 Port Usage Threshold ................................................................ 19-75 Setting the Port Usage Threshold ..................................... 19-75 SIP Dial-in Busy Notification ............................................ 19-76 Port Usage Gauges ..................................................................... 19-77 Port Gauges in Flexible/Fixed Capacity Modes ............ 19-78 System Information ............................................................................ 19-79 SNMP (Simple Network Management Protocol) .......................... 19-84 MIBs (Management Information Base) ................................... 19-84 Traps ............................................................................................. 19-84 Guidelines ............................................................................ 19-84 MIB Files ...................................................................................... 19-84 Private MIBs ........................................................................ 19-85 Support for MIB-II Sections .............................................. 19-85 The Alarm-MIB ................................................................... 19-85 H.341-MIB (H.341 – H.323) ............................................... 19-85 Standard MIBs ..................................................................... 19-86 Traps ............................................................................................. 19-88 Status Trap Content ............................................................ 19-89 Defining the SNMP Parameters in the RMX .......................... 19-90 Hot Backup .......................................................................................... 19-98 Guidelines .................................................................................... 19-99

xvi Enabling Hot Backup ............................................................... 19-100 Modifications to the Master MCU Requiring System Reset ........................................................................................... 19-101 Audible Alarms ................................................................................ 19-102 Using Audible Alarms ............................................................. 19-102 Audible Alarm Permissions ............................................ 19-102 Stop Repeating Message .................................................. 19-103 Configuring the Audible Alarms ........................................... 19-103 User Customization .......................................................... 19-103 Replacing the Audible Alarm File ................................. 19-104 Multilingual Setting ......................................................................... 19-106 Customizing the Multilingual Setting ................................... 19-106 Banner Display and Customization ............................................... 19-107 Customizing Banners ............................................................... 19-107 Banner Display .......................................................................... 19-108 Login Screen Banner ........................................................ 19-108 Main Screen Banner ......................................................... 19-110 Software Management ..................................................................... 19-111 Backup and Restore Guidelines ............................................. 19-111 Using Software Management ......................................... 19-112 Ping RMX ........................................................................................... 19-113 Guidelines .................................................................................. 19-113 Using Ping ................................................................................. 19-113 Notification Settings ......................................................................... 19-115 Logger Diagnostic Files ................................................................... 19-117 Auditor ............................................................................................... 19-120 Auditor Files .............................................................................. 19-120 Auditor Event History File Storage ............................... 19-120 Retrieving Auditor Files .................................................. 19-121 Auditor File Viewer ................................................................. 19-122 Audit Events .............................................................................. 19-126 Alerts and Faults ............................................................... 19-126 Transactions ...................................................................... 19-128 ActiveX Bypass ................................................................................. 19-130 Installing ActiveX ..................................................................... 19-130 Resetting the RMX ............................................................................ 19-132

xvii RMX Hardware Monitoring . . . . . . . . . . . . . . . . . . . . . 20-1 Viewing the Status of the Hardware Components .......................... 20-1 HW Monitor Pane Tool bar ................................................. 20-3 Viewing Hardware RMX 1500 Component’s Properties ................ 20-4 Viewing Hardware RMX 2000 Component’s Properties .............. 20-13 Viewing Hardware RMX 4000 Component’s Properties .............. 20-22 Diagnostic Mode (RMX 1500/2000/4000) ...................................... 20-31 Performing Basic Mode Diagnostics ........................................ 20-33 Performing Advanced Mode Diagnostics .............................. 20-38 Diagnostics Monitoring ............................................................. 20-44 MCU Monitor ...................................................................... 20-44 Cards Monitor ..................................................................... 20-45 Error Buffer .......................................................................... 20-46 Temperature Thresholds ........................................................... 20-47 MPM+ Card Properties ...................................................... 20-50 Appendix A - Disconnection Causes . . . . . . . . . . . . . . . A-1 IP Disconnection Causes. ..................................................................... A-1 ISDN Disconnection Causes .............................................................. A-10 Appendix B - Alarms and Faults . . . . . . . . . . . . . . . . . . B-1 Alarms ..............................................................................................B-1 Appendix C - CDR Fields - Unformatted File . . . . . . . . . C-1 The Conference Summary Record ...................................................... C-3 Event Records ........................................................................................ C-5 Standard Event Record Fields ..................................................... C-5 Event Types .................................................................................... C-6 Event Specific Fields ................................................................... C-16 Disconnection Cause Values .............................................................. C-55 MGC Manager Events that are not Supported by the RMX 1500/ 2000/4000 ............................................................................................. C-59 Appendix D - Ad Hoc Conferencing and External Database Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D-1 Ad Hoc Conferencing without Authentication ................................ D-2 Ad Hoc Conferencing with Authentication ...................................... D-3 Entry Queue Level - Conference Initiation Validation with an External Database Application .................................................... D-4 Conference Access with External Database Authentication ........... D-6 Conference Access Validation - All Participants (Always) ..... D-7

xviii Conference Access Validation - Chairperson Only (Upon Request) .......................................................................................... D-9 System Settings for Ad Hoc Conferencing and External Database Authentication ..................................................................................... D-11 Ad Hoc Settings ........................................................................... D-11 Authentication Settings .............................................................. D-11 MCU Configuration to Communicate with an External Database Application .......................................................... D-13 Enabling External Database Validation for Starting New Ongoing Conferences .......................................................... D-15 Enabling External Database Validation for Conferences Access .................................................................................... D-16 Appendix E - Participant Properties Advanced Channel Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E-1 Appendix F - Secure Communication Mode . . . . . . . . . .F-1 Switching to Secure Mode ............................................................. F-1 Purchasing a Certificate ......................................................... F-1 Installing the Certificate ........................................................ F-3 Creating/Modifying System Flags ...................................... F-5 Enabling Secure Communication Mode ..................................... F-5 Alternate Management Network ......................................... F-6 Securing an External Database ..................................................... F-7 Appendix G - Configuring Direct Connections to RMX . G-1 Management Network (Primary) ....................................................... G-1 Alternate Management Network ........................................................ G-1 Configuring the Workstation ....................................................... G-2 Connecting to the Management Network ................................. G-7 Connecting to the Alternate Management Network ................ G-9 Connecting to the RMX via Modem ......................................... G-10 Procedure 1: Install the RMX Manager ............................ G-10 Procedure 2: Configure the Modem ................................. G-10 Procedure 3: Create a Dial-up Connection ...................... G-11 Procedure 4: Connect to the RMX ..................................... G-16 Appendix H - Setting the RMX for Integration Into Microsoft Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H-1 Overview ................................................................................................H-1 Conferencing Entities Presence ...................................................H-2

xix Multiple Networks ........................................................................H-3 Interactive Connectivity Establishment (ICE) ...........................H-4 ICE Guidelines .......................................................................H-4 Connecting to the RMX in ICE Environment ....................H-5 Dialing Methods ....................................................................H-5 Integrating the RMX into the Microsoft Office Communications Server Environment ..............................................................................H-7 Setting the Matched URI Dialing Method .................................H-7 Configuring the Office Communications Server for RMX Systems .........................................................................H-8 Setting the Trusted Host for RMX in the Office Communications Server .......................................................H-9 Setting the Static Route for RMX in the OCS ...................H-11 Optional. Setting the Static Route & Trusted Host for RMX in the Load Balancer Server .....................................H-13 Configuring the RMX System ............................................H-14 Dialing to an Entry Queue, Meeting Room or Conference Using the Matched URI Method ..................H-14 Setting the Numerical Dialing Method ....................................H-15 Setting the Numerical Dialing for RMX Meeting Rooms ....................................................................................H-15 Optional. Removing the RMX from the Host Authorization List ...............................................................H-17 Configuring the RMX as a Routable Gateway ................H-18 Establishing a Voice Route to the RMX “Voice” Gateway ................................................................................H-19 Configuring Office Communicator Users for Enterprise Voice ......................................................................................H-23 Starting a Conferencing Call from the MOC ...................H-28 Setting Simultaneous Numerical Dialing and Matched URI Routing ..........................................................................................H-28 PFX Method - Creating the Security (TLS) Certificate in the OCS and Exporting the Certificate to the RMX Workstation ..................................................................................H-29 Retrieving the Certificate from the OCS to be sent to the RMX Workstation ................................................................H-35 Optional. Creating the Certificate Password File (certPassword.txt) ................................................................H-38

xx Supporting Remote and Federated Users in Office Communications Server ICE Environment .............................H-39 Creating an Active Directory Account for the RMX ......H-39 Enabling the RMX User Account for Office Communication Server .......................................................H-42 Configure the RMX for ICE dialing ..................................H-44 RMX Integration into Microsoft Lync Server 2010 Environment .H-45 Configure the Polycom RMX FQDN Name in the DNS ........H-45 Setting the Routing for the Polycom RMX System .................H-47 Creating a Trusted Application Pool and Setting the RMX as Trusted Application .............................................H-51 Optional. Configuring the Lync Server Registrar for Encryption ....................................................................................H-53 Creating a Security Certificate for the Polycom RMX System ...........................................................................................H-53 Methods for Creating the Certificates ..............................H-54 Method I: Using IIS Manager 7 and Microsoft Management Console ..........................................................................................H-54 Creating the Certificate Request for the Polycom RMX System using IIS Manager 7 ...............................................H-54 To use the Microsoft Management Console to Export the Created Certificate ........................................................H-56 Method II: Creating the Certificate Request in Microsoft Lync Server ...................................................................................H-58 Creating a Temporary Certificate File ..............................H-58 Creating the Certificate File for the RMX .........................H-59 Retrieving the CA Account Information ..........................H-66 Sending the Certificate to the RMX ..................................H-69 Supporting Remote and Federated Users in Microsoft Lync Server 2010 ICE Environment ....................................................H-69 Deployment Considerations ..............................................H-69 Deployment Process for the RMX Systems .....................H-69 Task 1: Ensuring SIP Signaling Domains are Allowed ..H-70 Task 2: Creating an Active Directory Account for the RMX .......................................................................................H-71 Task 3: Enabling the RMX User Account for Lync Server .....................................................................................H-74

xxi Task 4: Enable the RMX Account for Remote Access and Federation .....................................................................H-78 Task 5: Configuring the RMX for ICE Dialing ................H-79 Configuring the RMX 1500/2000/4000 for Microsoft Integration ............................................................................................H-80 Modify the RMX Management Network Service to Include the DNS Server .............................................................................H-80 Defining a SIP Network Service in the RMX and Installing the Security Certificate ................................................................H-82 The Security Certificate .......................................................H-82 Configuring the RMX IP Network Service ......................H-83 Polycom RMX System Flag Configuration ..............................H-92 Adding Presence to Conferencing Entities in the Buddy List ......H-95 Guidelines .....................................................................................H-95 Enabling the Registration of the Conferencing Entities .........H-96 Creating an Active Directory Account for the Conferencing Entity ............................................................H-96 Enabling the Conferencing Entity User Account for Office Communication Server or Lync Server ................H-99 Defining the Microsoft SIP Server in the IP Network Service H-101 Enabling Registration in the Conference Profile ...........H-101 Verifying the RMX Conferencing Entity Routing Name and Profile ..................................................................................H-103 Monitoring the Registration Status of a Conferencing Entity in the RMX Web Client or RMX Manager Application ..................H-104 Conferencing Entity List ...................................................H-104 Conferencing Entity Properties .......................................H-106 Click-to-Conference ..........................................................................H-109 Guidelines ...................................................................................H-109 Enabling the Click-to-Conference Mode in the Microsoft Office Communications Server and Lync Server ..................H-110 Running the Configuration Files on the Office Communications Server/Lync Server ............................H-112 Checking the Installation on the Lync Server ...............H-116 Checking the Installation on the Office Communications Server ...................................................................................H-117 Configuring the RMX for Federated (ICE) Dialing ......................H-118

xxii Monitoring the Connection to the STUN and Relay Servers in the ICE Environment ............................................................H-121 Monitoring the Participant Connection in ICE Environment ...............................................................................H-122 Active Alarms and Troubleshooting ..............................................H-125 Active Alarms ............................................................................H-125 ICE Active Alarms .....................................................................H-127 Troubleshooting .........................................................................H-129 Known Issues .............................................................................H-130 Polycom Solution Support .......................................................H-130 Appendix I - SIP RFC Support . . . . . . . . . . . . . . . . . . . . . I-1

Profiles include conference parameters such as Bit Rate, Video Layout, Encryption, etc. The maximum of Conference Profiles can that be defined is: • RMX 1500 - 40 • RMX 2000 - 40 • RMX 4000 - 80 Conference Profiles are saved to Conference Templates along with all participant parameters, including their Personal Layout and Video Forcing settings, enabling administrators and operators to create, save, schedule and activate identical conferences. For more information see Chapter 9, “Conference Templates” . The RMX is shipped with a default Conference Profile which allows users to immediately start standard ongoing conferences. Its settings are as follows: Table 1-1 Default Conference Profile Settings Setting Value Profile Name Factory Video Profile Bit Rate 384Kbps H.239 Settings Graphics High Definition Video Switching Disabled Operator Conference Disabled Encryption Disabled LPR Enabled for CP Conferences

1-2 This Profile is automatically assigned to the following conferencing entities: Auto Terminate • After last participant quits - Enabled • When last participant remains - Disabled Echo Suppression Enabled Keyboard Noise Suppression Disabled Video Quality Sharpness Video Clarity™ Enabled Content Video Definition • Content Settings: Graphics • Content Protocol: Up to H.264 Send Content to Legacy Endpoints Enabled Layout Auto Layout - Enabled Same Layout - Disabled Skin Polycom IVR Name Conference IVR Service Name ID Meeting Rooms Maple_Room 1001 Oak_Room 1002 Juniper_Room 1003 Fig_Room 1004 Entry Queue Default EQ 1000 Table 1-1 Default Conference Profile Settings (Continued) Setting Value

1-3 Conferencing Modes Standard Conferencing When defining a new video Profile, you select the parameters that determine the video display on the participant’s endpoint and the quality of the video. When defining a new conference Profile, the system uses default values for standard conferencing. Standard conferencing enable several participants to be viewed simultaneously and each connected endpoint uses its highest video, audio and data capabilities up to the maximum bit rate set for the conference. The main parameters that define the quality of a video conference are: • Bit Rate - The transfer rate of video and audio streams. The higher the bit rate, the better the video quality. • Audio Algorithm - The audio compression algorithm determines the quality of the conference audio. • Video protocol, video format, frame rate, annexes, and interlaced video mode - These parameters define the quality of the video images. The RMX will send video at the best possible resolution supported by endpoints regardless of the resolution received from the endpoints. — When Sharpness is selected as the Video Quality setting in the conference Profile, the RMX will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps. — H.264 protocol provides better compression of video images in bit rates lower than 384 Kbps and it will be automatically selected for the endpoint if it supports H.264. — When working with RMXs at low bit rates (128, 256, or 384Kbps), HDX endpoints will transmit SD15 resolution instead of 2CIF resolution. When using 1x1 conference layout, the RMX transmits the same resolution it receives from the endpoint. • Lost Packet Recovery (LPR) - LPR creates additional packets that contain recovery information used to reconstruct packets that are lost during transmission.

1-4 • Video Clarity - Video Clarity feature applies video enhancing algorithms to incoming video streams of resolutions up to and including SD. • Operator Conferences - Offers additional conference management capabilities to the RMX users, enabling them to attend to participants with special requirements and acquire participant details for billing and statistics. This service is designed usually for large conferences that require the personal touch. Operator assistance is available in MPM, MPM+ and MPMx Card Configuration Modes. For more information, see Chapter 8, “Operator Assistance & Participant Move” on page 8-1. • Supported resolutions: — H.261 CIF/QCIF – Is supported in Continuous Presence (CP) conferences at resolutions of 288 x 352 pixels (CIF) and 144 x 176 pixels (QCIF). Both resolutions are supported at frame rates of up to 30 frames per second. — H.263 4CIF - A high video resolution available to H.263 endpoints that are not H.264 enabled. It is only supported for conferences in which the video quality is set to sharpness and for lines rates of 384kbps to 1920kbps. — Standard Definition (SD) - A high quality video protocol which uses the H.264 video algorithm. It enables HD compliant endpoints to connect to Continuous Presence conferences at resolutions of 720X576 pixels for PAL systems and 720X480 pixels for NTSC systems. Bit rates for SD range from 256Kbps to 2Mbps. For more information, see "Video Resolutions in CP” on page 2-4. — High Definition (HD) – HD is an ultra-high quality video resolution. Depending on the RMX’s Card Configuration mode, compliant endpoints are able to connect to conferences at resolutions ranging from 720p (1280 x 720 pixels) to 1080p (1920 x 1080 pixels) (in MPM+ and MPMx Modes) at bit rates ranging from 1024 Kbps to 4 Mbps (6 Mbps with MPMx). For more information, see "Video Resolutions in CP” on page 2-4. From Version 7.1, MPM media cards are not supported.

1-5 Supplemental Conferencing Features In addition to Standard Conferencing the following features can be enabled: • H.239 – Allows compliant endpoints to transmit and receive two simultaneous streams of conference data to enable Content sharing. H.239 is also supported in cascading conferences. Both H.263 and H.264 Content sharing protocols are supported. If all endpoints connected to the conference have H.264 capability, Content is shared using H.264, otherwise Content is shared using H.263. For more information, see "H.239 / People+Content” on page 2-30. • Lecture Mode – The lecturer is seen by all participants in full screen while the lecturer views all conference participants in the selected video layout. For more information, see "Lecture Mode” on page 2-94. • Presentation Mode – When the current speaker’s speech exceeds a predefined time (30 seconds), the conference layout automatically changes to full screen, displaying the current speaker as the conference lecturer on all the participants’ endpoints. During this time the speaker’s endpoint displays the previous conference layout. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to its predefined video layout. Presentation mode is available with Auto Layout and Same Layout. — If the speaker in a video conference is an Audio Only participant, the Presentation Mode is disabled for that participant. — Video forcing works in the same way as in Lecture Mode when Presentation Mode is activated, that is, forcing is only enabled at the conference level, and it only applies to the video layout viewed by the lecturer. • Telepresence Mode - enables the connection of numerous high definition telepresence rooms and of different models (such as TPX and RPX) into one conference maintaining the telepresence experience. This mode is enabled by a special license. • Encryption – Used to enhance media security at conference and participant levels. For more information, see "Message Overlay” on page 2-57. • Conference Recording - The RMX enables audio and video recording of conferences using Polycom RSS 2000 recording system.

1-6 • Packet Loss Concealment (PLC) - for Siren audio algorithms improves received audio when packet loss occurs in the network. PLC is enabled by the SET_AUDIO_PLC System Flag in system.cfg — PLC for Audio is supported with MPM+ and MPMx cards only. — The speaker’s endpoint must use a Siren algorithm for audio compression. — The following audio algorithms are supported: • Siren 7 (mono) • Siren 14 (mono/stereo) • Siren 22 (mono/stereo) • Auto Brightness - detects and automatically adjusts the brightness of video windows that are dimmer than other video windows in the conference layout. — Auto Brightness is supported with MPM+ and MPMx cards only. — Auto Brightness only increases brightness and does not darken video windows. • Audio Clarity - improves received audio from participants connected via low audio bandwidth connections, by stretching the fidelity of the narrowband telephone connection to improve call clarity. — Audio Clarity is supported with MPM+ and MPMx cards only. — Audio Clarity is applied to the following low bandwidth (4kHz) audio algorithms: • G.729a • G.711

1-7 Viewing Profiles Conference Profiles are listed in the Conference Profiles list pane. To list Conference Profiles: 1 In the RMX Management pane, expand the Rarely Used list. 2 Click the Conference Profiles button. The Conference Profiles are displayed in the List pane. The following Conference Profile properties are displayed in the List pane: Profile Toolbar Profile List Table 1-2 Conference Profiles Pane Columns Field Description Name The name of the Conference Profile. Layout Displays either “Auto Layout” or an icon of the layout selected for the profile. For information about video layouts, see Table 1-4 "Video Layout Options” on page 1-24.

1-8 Profile Toolbar The Profile toolbar provides quick access to the Profile functions: Line Rate The maximum bit rate at which endpoints can connect to the conference. Routing Name Displays the Routing Name defined by the user or automatically generated by the system. Encryption Displays if media encryption is enabled for the Profile. For more information see "Media Encryption” on page 2-66. Table 1-2 Conference Profiles Pane Columns (Continued) Field Description Table 1-3 Profile Tool bar buttons Button Button Name Description New Profile To create a new Profile. Delete Profile To delete a profile, click the Profile name and then click this button.

1-9 Defining Profiles Profiles are the basis for the definition of all ongoing conferences, Reservations, Meeting Rooms, Entry Queues, and Conference Templates and they contain only conference properties. To define a new Profile: 1 In the RMX Management pane, click Conference Profiles. 2 In the Conference Profiles pane, click the New Profile button. The New Profile – General dialog box opens. The RMX displays the default settings, so you need only define the Profile name.

1-10 3 Define the Profile name and, if required, the Profile general parameters: Table 1-4 New Profile - General Parameters Field/Option Description Display Name Enter a unique Profile name, as follows: • English text uses ASCII encoding and can contain the most characters (length varies according to the field). • European and Latin text length is approximately half the length of the maximum. • Asian text length is approximately one third of the length of the maximum. It is recommended to use a name that indicates the Profile type, such as Operator conference or Video Switching conference. Note: This is the only parameter that must be defined when creating a new profile. Note: This field is displayed in all tabs. Line Rate Select the conference bit rate. The line rate represents the combined video, audio and Content rate. The default setting is 384 Kbps. Note: This field is displayed in all tabs. Routing Name Enter the Profile name using ASCII characters set. The Routing Name can be defined by the user or automatically generated by the system if no Routing Name is entered as follows: • If an all ASCII text is entered in Display Name, it is used also as the Routing Name. • If any combination of Unicode and ASCII text (or full Unicode text) is entered in Display Name, the ID (such as Conference ID) is used as the Routing Name.

1-11 4 Click the Advanced tab. Video Switching If the Operator Conference option is selected, this option is disabled, and the selection is cleared. When selected, the conference is in a special conferencing mode which implies that all participants must connect at the same line rate and use the same video resolution. Participants with endpoints that do not support the selected line rate and resolution will connect as secondary (audio only). For more information, see "Video Switching” on page 2-25. Select the video protocol and resolution: • H.264 720p30 (supported by all media cards) MPM+ and MPMx cards only: • H.264 1080p30 • H.264 720p60 • H.264 SD 30 Notes: • High Definition Video Switching conferencing mode is unavailable to ISDN participants. Operator Conference Select this option to define the profile of an Operator conference. An Operator conference can only be a Continuous Presence conference, therefore when selected, the High Definition Video Switching option is disabled and cleared. When defining an Operator Conference, the Send Content to Legacy Endpoints option in the Video Settings tab is cleared and disabled. For more information, see Chapter 8, “Operator Assistance & Participant Move” on page 8-1. Table 1-4 New Profile - General Parameters (Continued) Field/Option Description

1-12 The New Profile – Advanced dialog box opens. 5 Define the following parameters: Table 1-5 New Profile - Advanced Parameters Field/Option Description Encryption Encryption is selected by default. Un-check this check box to deactivate encryption for the conference. For more information, see "Media Encryption” on page 2-66. LPR When selected (default for CP conferences), Lost Packet Recovery creates additional packets that contain recovery information used to reconstruct packets that are lost during transmission. LPR check box is automatically cleared if High Definition Video Switching is selected, but can be selected if required. For more information, see "LPR – Lost Packet Recovery” on page 2-76.

1-13 Auto Terminate When selected (default), the conference automatically ends when the termination conditions are met: Before First Joins — No participant has connected to a conference during the n minutes after it started. Default idle time is 10 minutes. At the End - After Last Quits — All the participants have disconnected from the conference and the conference is idle (empty) for the predefined time period. Default idle time is 1 minute. At the End - When Last Participant Remains — Only one participant is still connected to the conference for the predefined time period (excluding the recording link which is not considered a participant when this option is selected). This option should be selected when defining a Profile that will be used for Gateway Calls and you want to ensure that the call is automatically terminated when only one participant is connected. Default idle time is 1 minute. Note: The selection of this option is automatically cleared and disabled when the Operator Conference option is selected. The Operator conference cannot automatically end unless it is terminated by the RMX User. Auto Redialing The Auto Redialing option instructs the RMX to automatically redial IP and SIP participants that have been abnormally disconnected from the conference. • Auto Redialing is disabled by default. • Auto Redialing can be enabled or disabled during an ongoing conference using the Conference Properties – Advanced dialog box. • The RMX will not redial an endpoint that has been disconnected from the conference by the participant. • The RMX will not redial an endpoint that has been disconnected or deleted from the conference by an operator or administrator. Table 1-5 New Profile - Advanced Parameters (Continued) Field/Option Description

1-14 6 Click the Gathering Settings tab. 7 Optional. Define the following fields if the conference is not launched by the Polycom Conferencing Add-in for Microsoft Outlook: If the conference is launched by the Polycom Conferencing Add-in for Microsoft Outlook the field information is received from the meeting invitation and existing field value are overridden. For more information see "Polycom Conferencing for Microsoft Outlook®” on page 10-1. Table 2 Profile - Gathering Settings Field Description Display Name This field is defined when the Profile is created. For more information see the "Defining Profiles” on page 1-9. Enable Gathering Select this check box to enable the Gathering Phase feature. Default: Selected.

1-15 Displayed Language Select the Gathering Phase slide language: Gathering Phase slide field headings are displayed in the language selected. The Gathering Phase slide can be in a different language to the RMX Web Client. Default: English Note: When working with the Polycom Conferencing Add-in for Microsoft Outlook, the language selected should match the language selected for the conference in the Polycom Conferencing Add-in for Microsoft Outlook to ensure that the Gathering Phase slide displays correctly. Access Number 1 Enter the ISDN or PSTN number(s) to call to connect to the conference. Note: The numbers entered must be verified as the actual Access Numbers. Access Number 2 Table 2 Profile - Gathering Settings Field Description

1-16 For more information see "Video Preview” on page 2-46. Info 1 Optionally, enter any additional information to be displayed during the Gathering Phase. These fields are not limited in the RMX Web Client but only 96 characters can be displayed in the Gathering Slide on a 16:9 monitor. If the Gathering slide is displayed on a 4:3 endpoint: the slide is cropped on both sides: • The left most characters of the information fields are not displayed. • The live video is cropped on the right side of the display. Info 2 Info 3 Table 2 Profile - Gathering Settings Field Description Info 1 Info 2 Info 3

1-17 8 Click the Video Quality tab. The New Profile – Video Quality dialog box opens.

1-18 9 Define the following parameters: Table 1-1 New Profile - Video Quality Parameters Field/Option Description People Video Definition Video Quality Depending on the amount of movement contained in the conference video, select either: • Motion – for a higher frame rate without increased resolution. When selected, Video Clarity is disabled. • Sharpness – for higher video resolution and requires more system resources. Note: When Sharpness is selected as the Video Quality setting in the conference Profile, the RMX will send 4CIF (H.263) at 15fps instead of CIF (H.264) at 30fps. For more information, see "Video Resolutions in CP” on page 2-4. Maximum Resolution This setting overrides the Maximum Resolution setting of the Resolution Configuration dialog box. The administrator can select one of the following Maximum Resolution options: • Auto (default) - The Maximum Resolution remains as selected in the Resolution Configuration dialog box. • CIF • SD • HD720 • HD1080 Maximum Resolution settings can be monitored in the Profile Properties - Video Quality and Participant Properties - Advanced dialog boxes. Notes: The Resolution field in the New Participant - Advanced dialog box allows Maximum Resolution to be further limited per participant endpoint. The Maximum Resolution settings for conferences and participants cannot be changed during an ongoing conference.

1-19 Video Clarity™ When enabled (default), Video Clarity applies video enhancing algorithms to incoming video streams of resolutions up to and including SD. Clearer images with sharper edges and higher contrast are sent back to all endpoints at the highest possible resolution supported by each endpoint. All layouts, including 1x1, are supported. Note: Video Clarity is enabled only when Video Quality is set to Sharpness (default setting) and is disabled when Video Quality is set to Motion. Video Clarity can only be enabled for Continuous Presence conferences in MPM+ and MPMx Card Configuration Mode. Auto Brightness Auto Brightness detects and automatically adjusts the brightness of video windows that are dimmer than other video windows in the conference layout. • Auto Brightness is supported with MPM+ and MPMx cards only. • Auto Brightness only increases brightness and does not darken video windows. • Auto Brightness is selected by default. • Auto Brightness cannot be selected and deselected during an ongoing conference. Default: On Content Video Definition Content Settings Select the transmission mode for the Content channel: • Graphics — basic mode, intended for normal graphics • Hi-res Graphics — a higher bit rate intended for high resolution graphic display • Live Video — Content channel displays live video Selection of a higher bit rate for the Content results in a lower bit rate for the people channel. For more information, see "H.239 / People+Content” on page 2-30. Table 1-1 New Profile - Video Quality Parameters (Continued) Field/Option Description

1-20 10 Click the Video Settings tab. The New Profile - Video Settings dialog box opens. Content Protocol H.263 – Content is shared using H.263 even if some endpoints have H.264 capability. Up to H.264 – H.264 is the default Content sharing algorithm. When selected: • Content is shared using H.264 if all endpoints have H.264 capability. • Content is shared using H.263 if all endpoints do not have H.264 capability. • Endpoints that do not have at least H.263 capability can connect to the conference but cannot share Content. Table 1-1 New Profile - Video Quality Parameters (Continued) Field/Option Description

1-21 11 Define the video display mode and layout using the following parameters: Table 1-2 Profile Properties - Video Settings Field/Option Description Presentation Mode Select this option to activate the Presentation Mode. In this mode, when the current speaker speaks for a predefined time (30 seconds), the conference changes to Lecture Mode. When another participant starts talking, the Presentation Mode is cancelled and the conference returns to the previous video layout. Lecture View Switching Select this option to enable automatic switching of participants on the Lecturer’s screen when Lecture Mode is enabled for the conference. The automatic switching is enabled when the number of participants exceeds the number of video windows displayed on the Lecturer’s screen. Note: Lecture Mode is enabled in the Conference Properties – Participants tab. For more information, see "Lecture Mode” on page 2-94. Send Content to Legacy Endpoints When enabled (default), Content can be sent to H.323/ SIP/ISDN endpoints that do not support H.239 Content (legacy endpoints) over the video (people) channel. For more details, see Chapter 2, “Sending Content to Legacy Endpoints” on page 2-38. Notes: • This option is enabled in MPM+ and MPMx Card Configuration Modes only. • When enabled, additional video resources are allocated to the conference: • In MPM+ mode, an additional SD video resource is allocated. • In MPMx mode, an additional HD video resource is allocated. • This option is valid when sending Content as a separate stream is enabled by the system flag: ENABLE_H239 set to YES. • Select this option when Avaya IP Softphone will be connecting to the conference.

1-22 Send Content to Legacy Endpoints (cont.) • If High Definition Video Switching option is selected in the Conference Profile - General tab, the Send Content to Legacy Endpoints selection is cleared and the option is disabled. • If the Same Layout option is selected, the Send Content to Legacy Endpoints selection is cleared and is disabled. Same Layout Select this option to force the selected layout on all participants in a conference. Displays the same video stream to all participants and personal selection of the video layout is disabled. In addition, if participants are forced to a video layout window, they can see themselves. Auto Layout When selected (default), the system automatically selects the conference layout based on the number of participants currently connected to the conference. When a new video participant connects or disconnects, the conference layout automatically changes to reflect the new number of video participants. For more information, see Table 1-3 "Auto Layout – Default Layouts” on page 1-24. Clear this selection to manually select a layout for the conference. The default Auto Layout settings can be customized by modifying default Auto Layout system flags in the System Configuration file. For more information see, "Auto Layout Configuration” on page 19-41. Table 1-2 Profile Properties - Video Settings (Continued) Field/Option Description

1-23 Telepresence Mode Select the Telepresence Mode from the drop-down menu: • Off - Normal conference video is sent by the RMX. • Auto (Default) - If any ITP (Immersive Telepresence) endpoints are detected, ITP features are applied to the conference video for all participants. When Auto is selected, the ITP features are dynamic. If all ITP endpoints disconnect from the conference, normal conference video is resumed for all participants. ITP features are resumed for all participants should an ITP endpoint re-connects to the conference. • On - ITP features are applied to the conference video for all participants regardless of whether there are ITP endpoints connected or not. Notes: • This field is enabled only if the RMX system is licensed for Telepresence Mode. Telepresence Layout Mode The Telepresence Layout Mode drop- down menu, enables VNOC operators and Polycom Multi Layout Applications to retrieve Telepresence Layout Mode information from the RMX. The following modes can be selected: • Manual • Continuous presence - Room Continuous Presence (Default) • Room Switch - Voice Activated Room Switching Table 1-2 Profile Properties - Video Settings (Continued) Field/Option Description

1-24 In layout 2+8, the two central windows display the last two speakers in the conference: the current speaker and the “previous” speaker. To minimize the changes in the layout, when a new speaker is identified the “previous” speaker is replaced by the new speaker while the cur- rent speaker remains in his/her window. 12 To select the Video Layout for the conference, click the required number of windows from the layouts bar and then select the windows array. The selected layout is displayed in the Video Layout pane. Table 1-3 Auto Layout – Default Layouts Number of Video Participants Auto Layout Default Settings 0–2 3 4–5 6–7 8-10 11 12+ The RMX supports the VUI addition to the H.264 protocol for endpoints that transmit wide video (16:9) in standard 4SIF resolution. Table 1-4 Video Layout Options Number of Video Windows Available Video Layouts 1

1-25 2 3 4 5+ 9 10+ When there is a change of speaker in a Continuous Presence conference, the transition is set by default to fade in the current speaker while fading out the previous speaker. To make this transition visually pleasant, fading in the current speaker while fading out the previous speaker is done over a period of 500 milliseconds. The Fade In / Fade Out feature can be disabled by adding a new flag to the System Configuration. The Value of the new flag must be: FADE_IN_FADE_OUT=NO. Fade In / Fade Out is not supported with MPMx cards. For more information about System Flags, see the RMX 1500/2000/4000 Administrator’s Guide, Chapter 19, “System Configuration” on page 19-6. Table 1-4 Video Layout Options (Continued) Number of Video Windows Available Video Layouts

1-26 13 Click the Audio Settings tab. The New Profile - Audio Settings dialog box opens. 14 Define the video display mode and layout using the following parameters: Table 1-5 Profile Properties - Audio Settings Field/Option Description Echo Suppression When enabled (default), an algorithm is used to search for and detect echo outside the normal range of human speech (such as echo) and automatically mute them when detected.

1-27 Echo Suppression (Cont.) Clear this option to disable the Echo Suppression algorithm. Notes: • This option is activated only in MPM+ and MPMx Card Configuration Modes. The CMA uses the Profiles that are stored in the RMX. When the Echo Suppression is enabled, it will be enabled in the conference that is started from the CMA with that Profile. However, the CMA does not display an indication that this option is enabled for the conference. Keyboard Noise Suppression Select this option to let the system use an algorithm to search for and detect keyboard noises and automatically mute them when detected. Notes: • This option is activated only in MPM+ and MPMx Card Configuration Modes. • The CMA uses the Profiles that are stored in the RMX. When the Keyboard Noise Suppression is enabled, it will be enabled in the conference that is started from the CMA with that Profile. However, the CMA does not display an indication that this option is enabled for the conference. • Table 1-5 Profile Properties - Audio Settings (Continued) Field/Option Description

1-28 Audio Clarity When selected, improves received audio from participants connected via low audio bandwidth connections, by stretching the fidelity of the narrowband telephone connection to improve call clarity. • The enhancement is applied to the following low bandwidth (8kHz) audio algorithms: • G.729a • G.711 • Audio Clarity is supported with MPM+ and MPMx cards only. • Audio Clarity is selected by default. • Audio Clarity cannot be selected and deselected during an ongoing conference. Table 1-5 Profile Properties - Audio Settings (Continued) Field/Option Description

1-29 15 Click the Skins tab to modify the background and frames. The New Profile - Skins dialog box opens. 16 Select one of the Skin options. 17 Click IVR tab. In Classic View (for the first two skin options) the frames fill the screen with their borders touching When Telepresence Mode is enabled, the Skin options are disabled as the system uses a black background and the frames and speaker indication are disabled.

1-30 The New Profile - IVR dialog box opens. 18 If required, set the following parameters: Table 1-6 Profile Properties - IVR Field/Option Description Conference IVR Service The default conference IVR Service is selected. You can select another conference IVR Service if required.

1-31 19 Optional. Click the Recording tab to enable conference recording with Polycom RSS 2000/4000. Conference Requires Chairperson Select this option to allow the conference to start only when the chairperson connects to the conference and to automatically terminate the conference when the chairperson exits. Participants who connect to the conference before the chairperson are placed on Hold and hear background music (and see the Welcome video slide). Once the conference is activated, the participants are automatically connected to the conference. When the check box is cleared, the conference starts when the first participant connects to it and ends at the predefined time or according to the Auto Terminate rules when enabled. Table 1-6 Profile Properties - IVR (Continued) Field/Option Description

1-32 The New Profile - Recording tab opens. 20 Define the following parameters: Table 1-7 Profile Properties - Recording Parameters Parameter Description Enable Recording Select this check box to enable the Recording settings. If no Recording Links are found an error message is displayed. Recording Link Select the Recording Link to be used for conference recording. Recording Links defined on the RMX can be given a descriptive name and can be associated with a Virtual Recording Room (VRR) saved on the Polycom® RSS™ 4000 Version 6.0 Recording and Streaming Server (RSS). For more information see the chapter “Recording Conferences”.

1-33 Start Recording Select one of the following: • Immediately – conference recording is automatically started upon connection of the first participant. • Upon Request – the operator or chairperson must initiate the recording (manual). Audio Only Select this option to record only the audio channel of the conference. Display Recording Icon This option is automatically selected to display a Recording Indication to all conference participants informing them that the conference is being recorded. Table 1-7 Profile Properties - Recording Parameters (Continued) Parameter Description

1-34 21 Click the Network Services check box. The New Profile - Network Services tab opens. Registration of conferencing entities such as ongoing conferences, Meeting Rooms, Entry Queues, SIP Factories and Gateway Sessions with SIP servers is done per conferencing entity. This allows better control on the number of entities that register with each SIP server. Selective registration is enabled by assigning a conference Profile in which registration is configured to the required conferencing entities. Assigning a conference Profile in which registration is not configure to conferencing entities will prevent them from registering. By default, Registration is disabled in the Conference Profile, and must be enabled in Profiles assigned to conferencing entities that require registration.

1-35 22 Define the following parameters: 23 Click OK to complete the Profile definition. A new Profile is created and added to the Conference Profiles list. Modifying an Existing Profile You can modify any of the Profile’s parameters but you cannot rename the Profile. To modify the Profile Properties: 1 In the Conference Profiles list, double -click the Profile icon or right- click the Profile icon, and then click Profile Properties. The Profile Properties - General dialog box opens. Table 1-8 Profile Properties - Network Services Parameter Description IP Network Services: Service Name This column lists all the defined Network Services, one or several depending on the system configuration. SIP Registration To register the conferencing entity to which this profile is assigned with the SIP Server of the selected Network Service, click the check box of that Network Service in this column. Accept Calls To prevent dial in participants from connecting to a conferencing entity when connecting via a Network Service, clear the check box of the Network Service from which calls cannot connect to the conference.

1-36 Deleting a Conference Profile To delete a Conference Profile: 1 In the Conference Profiles list, select the Conference Profile you want to delete. 2 Click the Delete Profile ( ) button. or Right-click the Conference Profile to be deleted and select Delete Profile from the drop-down menu. A confirmation dialog box is displayed. 3 Click OK in the confirmation dialog box. 4 The Conference Profile is deleted. A Conference Profile cannot be deleted if it is being used by any conferencing entities such as Ongoing conferences, Meeting Rooms, Entry Queues, SIP Factories and Reservations.

settings, such as system flag settings, conference parameters and other settings. In depth explanations of these additional settings are described in the following sections. The RMX 1500 contains only an MPMx card. The RMX 2000 can function with three types of video Media Processing Modules (MPM): MPM, MPM+ and MPMx. These cards differ in their port capacity and their support of video resolutions. The RMX 4000 can contain MPM+ or MPMx cards. MPM+ and MPMx cards support additional video resolutions and video quality enhancement such as Video Clarity™ in addition to all video modes and features supported by MPM cards. Video Session Modes The RMX offers two video session modes: Continuous Presence and Video Switching. The video session type 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). From Version 7.1, MPM media cards are not supported.

2-2 Line Rates for CP and VSW Table 2-1 lists the video session modes available at all supported line rates in MPM, MPM+ and MPMx card configuration modes. Table 2-1 Video Session Mode by Line Rate and Card type Line Rate (kbps) MPM MPM+ MPMx 64 CP / Video Switching CP / Video Switching CP / Video Switching 96 128 192 256 320 384 512 768 832 1024 1152 1280 1472 1536 1728 1920 2048 2560 Video Switching 3072 3584 4096 6144 Not Supported Video Switching

2-3 Dynamic Continuous Presence (CP) Mode The Continuous Presence mode offers 35 layouts to accommodate different numbers of participants and conference settings including support of the VUI annex to the H.264 protocol for endpoints that transmit wide video instead of 4CIF resolution. For conferences with more participants than display squares, the RMX dynamic video mix capability allows the viewed sites to be modified throughout the conference. The displayed layout can be changed during an ongoing conference, allowing a participant to view different screen layouts of the other conference participants. These layout options allow conferences to have greater flexibility when displaying a large number of participants and maximizes the screen’s effectiveness.

2-4 Continuous Presence (CP) Conferencing Video quality in Continuous Presence mode is affected by the conference line rate (that determines the maximum line rate to be used by the connecting endpoints), and the video capabilities of the endpoints such as the video protocol, video resolution and frame rate. The video protocol selected by the system determines the video compression standard used by the endpoints. In Continuous Presence conferences, the system selects the best video protocol for the endpoint according to its capabilities. The following Video protocols are supported: • H.261 - the video compression algorithm mandatory to all endpoints. It is used by endpoints that do not support other protocols. • H.263 - a video compression algorithm that provides a better video quality than H.261. This standard is not supported by all endpoints. • H.264 - a video compression standard that offers improved video quality, especially at line rates lower than 384 Kbps. H.264 High Profile allows higher quality video to be transmitted at lower bit rates. • RTV - a video protocol that provides high quality video conferencing capability to Microsoft OCS (Office Communicator Server) endpoints at resolutions up to HD720p30. (SIP only). Video Resolutions in CP The RMX always attempts to connect to endpoints at the highest line rate. If the connection cannot be established, the RMX attempts to connect at the next highest line rate at its highest supported resolution. Depending on the line rate, the RMX sends video at the best possible resolution supported by the endpoint regardless of the resolution received from the endpoint. The video resolution is also defined by the Quality settings: • Motion, when selected, results lower video resolution. • Sharpness, when selected, sends higher video resolution. The combination of frame rate and resolution affects the number of video resources required on the MCU to support the call.

2-5 Video Resource Usage Video resource usage is dependent on the participant’s line rate, resolution and video Quality settings. Default Minimum Threshold Line Rates The following Table summarizes the Default Minimum Threshold Line Rates and Video Resource usage for each of the pre-defined optimization settings for each Resolution, H.264 Profile, Video Quality setting (Sharpness and Motion) for MPM, MPM+ and MPMx Card Configuration Modes. • The table above lists resource consumption for H.264. • For H.263 with MPMx cards: • CIF resolution consumes 1.5 resources. • 4CIF resolution consumes 3 resources.

2-6 Additional Video Resolutions in MPM+/MPMx Card Configuration Mode The following higher video quality resolutions are available when the RMX is working in MPM+ or MPMx Mode: • CIF 352 x 288 pixels at 50 fps. • WCIF 512 x 288 pixels at 50 fps. • WSD 848 x 480 pixels at 50 fps. • W4CIF 1024 x 576 pixels at 30 fps. • HD 720p 1280 x 720 pixels at 60 fps (symmetric with MPMx). • HD 1080p 1920 x 1080 pixels at 30 fps (symmetric with MPMx). The video resolution transmitted to any endpoint is determined by the endpoint’s capabilities, the conference line rate, the Conference Profile’s Motion and Sharpness settings and the RMX’s Card Configuration Mode (MPM, MPM+ or MPMx). Additional Intermediate Video Resolutions Two higher quality, intermediate video resolutions replace the transmission of CIF (352 x 288 pixels) or SIF (352 x 240 pixels) resolutions to endpoints that have capabilities between: • CIF (352 x 288 pixels) and 4CIF (704 x 576 pixels) – the resolution transmitted to these endpoints is 432 x 336 pixels. • SIF (352 x 240 pixels) and 4SIF (704 x 480 pixels) – the resolution transmitted to these endpoints is 480 x 352 pixels. The frame rates (depending on the endpoint’s capability) for both intermediate resolutions are: • In MPM Mode – 25 or 30 fps. In MPM+ / MPMx Mode – 50 or 60 fps.

2-7 Video Display with CIF, SD and HD Video Connections Although any combination of CIF, SD and HD connections is supported in all CP conferences, the following rules apply: • In a 1X1 Video Layout: — SD: If the speaker transmits CIF, the MCU will send CIF to all participants, including the SD participants. In any other layout the MCU will transmit to each participant at the participant’s sending resolution. — HD: The MCU transmits speaker resolution (including input from HD participants) at up to SD resolution. If 1x1 is the requested layout for the entire duration of the conference, set the conference to HD Video Switching mode. • In asymmetrical Video Layouts: — SD: A participant in the large frame that sends CIF is displayed in CIF. — HD: Where participants’ video windows are different sizes, the RMX transmits HD and receives SD or lower resolutions. • In panoramic Video Layouts: — SD: Participants that send CIF also receive CIF. — HD: the RMX transmits HD and receives SD or lower resolutions, the RMX scales images from SD to HD resolution. Setting the Maximum CP Resolution for Conferencing The MAX_CP_RESOLUTION flag value is applied to the system during First-time Power-up and after a system upgrade. The default value is HD1080. All subsequent changes to the Maximum CP Resolution of the system are made by selections in the Max Resolution pane of the Resolution Configuration dialog box.

2-8 Depending on the type of Media card(s) installed, the Maximum CP Resolution of the RMX can be set to one of the following resolutions: For information about setting system flags, see "Resolution Configuration” on page 2-15. CP Conferencing with H.263 4CIF The video resolution of 4CIF in H.263 endpoints is only supported for conferences in which the video quality is set to sharpness and for line rates of 384 Kbps to 1920 Kbps as shown in Table 2-2. The RMX Web Client supports monitoring of H.263 4CIF information. The H.245 or SDP tab includes the additional information. The creation of a new H.263 4CIF slide is supported in the IVR Service in addition to the current H.263 IVR slide. If users utilize the default Polycom slides that are delivered with RMX 1500/2000/4000, the slide’s resolution will be as defined in the profile, i.e. SD, HD, CIF, etc. For more information see “High Resolution Slides”. MPM Cards MPM+ / MPMx Cards HD 720p30 HD 1080p30 SD 30 HD 720p30 SD 15 SD 30 CIF 30 CIF 30 Table 2-2 Video Quality vs. Line Rate Endpoint Line Rate Kbps Video Quality Motion Sharpness Resolution Frame Rate Resolution Frame Rate 128 QCIF 30 CIF 30 256 CIF 30 CIF 30 384 - 1920+ CIF 30 4CIF 15

2-9 H.263 4CIF Guidelines • H.263 4CIF is supported with H.323, SIP and ISDN connection endpoints. • H.263 4CIF is supported in CP mode only. VSW is supported on the RMX 1500/2000/4000 in HD only. • Click & View is supported in H.263 4CIF. • AES encryption is supported with H.263 4CIF. • H.263 4CIF is supported in recording by the RSS2000 and other recording devices. • All video layouts are supported in H.263 4CIF, except 1x1 layout. In a 1x1 layout, the resolution will be CIF. • For information about Resource Usage see Table 19-12 on page 19-57. • H.239 is supported in all 3 resolutions and based on the same bandwidth decision matrix as for HD. H.264 High Profile The H.264 High Profile is a new addition to the H.264 video protocol suite. It uses the most efficient video data compression algorithms to reduce bandwidth requirements for video data streams. Video quality is maintained at bit rates that are up to 50% lower than previously required. For example, a 512kbps call will have the video quality of a 1Mbps HD call while a 1Mbps HD call has higher video quality at the same (1Mbps) bit rate. Guidelines • H.264 High Profile is supported with MPMx cards only. • H.264 High Profile is supported in H.323 and SIP networking environments. • H.264 High Profile is supported in Continuous Presence conferences at all bit rates, video resolutions and layouts. • H.264 High Profile is the first protocol declared by the RMX, to ensure that endpoints that support the protocol will connect using it. H.264 High-Profile should be used when all or most endpoints support it.

2-10 Setting minimum bit rate thresholds that are lower than the default may affect the video quality of endpoints that do not support the H.264 High Profile. • For monitoring purposes, the RMX and endpoint H.264 High Profile capability is listed in the Participant Properties - H.245 and SDP tabs for H.323 participants and SIP participants respectively. For more information see "IP Participant Properties” on page 11-18. • H.264 High Profile is not supported: — In MPM and MPM+ card Configuration Modes — In Video Switched conferences — For Content Sharing — As an RSS Recording link — With Video Preview H.264 High Profile System Flags Flags used in Version 7.0.1 only Setting minimum bit rate thresholds that are lower than the default may affect the video quality of endpoints that do not support the H.264 High Profile. Endpoints that do not support H.264 High Profile will connect according to the minimum bitrate thresholds defined by the following System Flags: • H264_BASE_PROFILE_MIN_RATE_SD30_SHARPNESS • H264_BASE_PROFILE_MIN_RATE_HD720P30_SHARPNESS • H264_BASE_PROFILE_MIN_RATE_HD1080P30_SHARPNESS • H264_BASE_PROFILE_MIN_RATE_CIF60_MOTION • H264_BASE_PROFILE_MIN_RATE_SD60_MOTION • H264_BASE_PROFILE_MIN_RATE_HD720P60_MOTION These System Flags must be added to the System Configuration file before they can be modified. For more information see the RMX 15002000/4000 Administrator’s Guide, "Modifying System Flags” on page 19-6. In Version 7.0.2 The flags described below were replaced with the High Profile sliders in the Resolution Configuration dialog box.

2-11 Example: If the High Profile Optimized option is selected in the Resolution Configuration dialog box and the System Flag values are set as in the following table: Endpoints will connect at resolutions as set out in the following table, depending on whether they support H.264 High Profile or not: System Flag Default Value H264_BASE_PROFILE_ MIN_RATE_SD30_SHARPNESS 256 H264_BASE_PROFILE_ MIN_RATE_HD720P30_SHARPNESS 1024 H264_BASE_PROFILE_ MIN_RATE_HD1080P30_SHARPNESS 1536 H264_BASE_PROFILE_ MIN_RATE_CIF60_MOTION 256 H264_BASE_PROFILE_ MIN_RATE_SD60_MOTION 1024 H264_BASE_PROFILE_ MIN_RATE_HD720P60_MOTION 1536 Video Quality Setting Endpoint Connection Bit Rate (kbps) Resolution High Profile Supported High Profile Not Supported Sharpness 128<= bit rate <512 256<= bit rate <1024 SD30 512<= bit rate <1024 1024<= bit rate <1536 HD720P30 1024<= bit rate 1536<= bit rate HD1080P30 Motion 128<= bit rate <512 256<= bit rate <1024 CIF60 512<= bit rate <832 1024<= bit rate <1536 SD60 832<= bit rate 1536<= bit rate HD720P60

2-12 Microsoft RTV Video Protocol Microsoft RTV (Real Time Video) protocol provides high quality video conferencing capability to Microsoft OC (Office Communicator) Client endpoints at resolutions up to HD720p30. Interoperability between Polycom HDX and OCS endpoints is improved. Guidelines • The RTV protocol is supported: — On RMX 1500/2000/4000 — With MPMx cards — In SIP networking environments only — In CP mode only • OCS (Wave 13) and Lync Server (Wave 14) clients are supported. • RTV is supported in Basic Cascade mode. • RTV is the default protocol for OCS endpoints and Lync Server clients connecting to a conference. • RTV participants are supported in recorded conferences. • RTV participant encryption is supported using the SRTP protocol. • Video Preview is not supported for RTV endpoints. • Custom Slides in IVR Services are not supported for RTV endpoints. • HD720p30 resolution is supported at bit rates greater than 600 kbps. The following table summarizes the resolutions supported at the various bit rates. * Dependant on the PC’s capability Table 2-3 RTV - Resolution by Bit Rate Resolution Bitrate QCIF Bitrate <180kbps CIF30 180kbps < Bitrate < 250kbps VGA (SD30) 250kbps < Bitrate < 600kbps * HD720p30 600kbps < Bitrate *

2-13 • System Resource usage is the same as for the H.264 protocol. Table 19-2 summarizes System Resource usage for each of the supported resolutions. Participant Settings When defining a new participant or modifying an existing participant, select SIP as the participant’s networking environment Type in the New Participant or Participant Properties - General tab. Table 2-4 RTV - Resources by Resolution Resolution Video Resources Used QCIF / CIF30 1 VGA (SD30) / W4CIF 1.5 HD720p30 3 SIP

2-14 The participants Video Protocol in the New Participant or Participant Properties - Advanced tab should be left at (or set to) its default value: Auto. The Auto setting allows the video protocol to be negotiated according to the endpoint’s capabilities: • OCS endpoints and Lync Server clients connect to the conference using the RTV protocol. • Other endpoints negotiate the video protocol in the following sequence: H.264, followed by RTV, followed by H.263 and finally H.261. Protocol Forcing Selecting H.264, RTV, H.263 or H.261 as the Video Protocol results in endpoints that do not support the selected Video Protocol connecting as Secondary (audio only). Auto

2-15 Monitoring RTV RTV information appears in all three panes of the Participant Properties - SDP tab. Resolution Configuration All the above resolution options and settings are based on a decision matrix which matches video resolutions to connection line rates, with the aim of providing the best balance between resource usage and video quality at any given line rate.

2-16 The Resolution Configuration dialog box enables the RMX administrator to override the default video resolution decision matrix, effectively creating his/her own decision matrix. The minimum threshold line rates at which endpoints are connected at the various video resolutions can be optimized by adjusting the resolution sliders. System resource usage is also affected by the Resolution Configuration settings. For more information see "Video Resource Usage” on page 2-5 and "Default Minimum Threshold Line Rates” on page 2-5. Guidelines • Resolution Slider settings affect all Continuous Presence (CP) conferences running on the RMX. Video Switched conferences are not affected. • A system restart is not needed after changing the Resolution Slider settings. • Resolution Slider settings cannot be changed if there are ongoing conferences running on the RMX. • The displayed sliders and the resolutions change according the Card Configuration Mode: MPM, MPM+ or MPMx. Accessing the Resolution Configuration dialog box The Resolution Configuration dialog box is accessed by clicking Setup > Resolution Configuration in the RMX Setup menu. The Resolution Configuration dialog box display changes according to the Card Configuration Mode: • MPM and MPM+ • MPMx - supports H.264 High Profile On the RMX1500 MPMx-Q assembly, the use of HD with Continuous Presence requires an additional license. In the Resource Report and Resolution Configuration panes, HD settings are displayed but are not enabled and if HD is selected the system will enable SD by default. From Version 7.1, MPM media cards are not supported.

2-17 Modifying the Resolution Configuration in MPM or MPM+ Card Configuration Mode The Resolution Configuration dialog box shown below is displayed when the RMX is in MPM, MPM+ or MPMx Card Configuration Mode. The Resolution Configuration dialog box opens. It contains the following elements: • Maximum CP Resolution Pane • Resolution Configuration Pane • Sharpness Resolution Sliders • Motion Resolution Sliders Sharpness Sliders Resolution Configuration Motion Sliders Max Resolution Resolutions (Resources per connection) Selected Minimum Threshold Line Rate for Resolution

2-18 Maximum CP Resolution Pane Depending on whether MPM or MPM+ cards are installed, the Maximum CP Resolution of the RMX can be set to one of the following resolutions: Limiting Maximum Resolution Before a selection is made in this pane, the Maximum CP Resolution of the system is determined by the MAX_CP_RESOLUTION System Flag. The MAX_CP_RESOLUTION flag value is applied to the system during First Time Power-on and after a system upgrade. The default value is HD1080. All subsequent changes to the Maximum CP Resolution of the system are made by selections in this pane. Maximum Resolution Maximum Resolution can be limited per conference or per participant endpoint. The Maximum Conference Resolution, can be limited via the Profile - Video Quality dialog box. For more information see "Defining Profiles” on page 1-9. The Maximum Resolution can further be limited per participant endpoint via the Participant - Properties dialog box. For more information see "Adding a Participant to the Address Book” on page 6-4. Resolution Configuration Pane The user can select from 3 pre-defined Resolution Configurations or select a manual Resolution Slider adjustment mode. The pre-defined settings can be accepted without modification or be used as the basis for manual fine tuning of resolution settings by the administrator. MPM Cards MPM+ Cards HD 720p30 HD 1080p30 SD 30 HD 720p30 SD 15 SD 30 CIF 30 CIF 30

2-19 The Manual radio button is automatically selected if any changes are made to the Resolution Sliders. The Resolution Configurations are: • Resource-Quality Balanced (default) A balance between the optimized video quality and optimized resource usage. This is the only available resolution configuration in version 6.0.x and earlier. The Balanced settings are described in the section: "Continuous Presence (CP) Conferencing” on page 2-4. • Resource Optimized System resource usage is optimized by allowing high resolution connections only at high line rates and may result in lower video resolutions (in comparison to other resolution configurations) for some line rates. • Video Quality Optimized Video is optimized through higher resolution connections at lower line rates increasing the resource usage at lower line rates. This may decrease the number of participant connections. • Manual The administrator adjusts the sliders to accommodate local conferencing requirements. Use this option: • When the priority is to maintain a balance between resource usage and video quality. • When it is necessary to maintain backward compatibility with previous versions. • When working with CMA. Use this option when the priority is to save MCU resources and increase the number of participant connections. Use this option when the priority is to use higher video resolutions while decreasing the number of participant connections.

2-20 Sharpness / Motion Resolution Slider Panes Sharpness and Motion are Video Quality settings that are selected per conference and are defined in the conference Profile and they determine the resolution matrix that will be applied globally to all conferences according to the selection of Sharpness or Motion. The resolution matrix for Sharpness or Motion is determined by the resolution configuration and can be viewed in the Resolution Configuration sliders. System Resource usage is affected by the Resolution Configuration settings. Example As shown in following diagram: • Moving the HD720p30 resolution slider from 1024kbps to 1920kbps increases the minimum connection threshold line rate for that resolution. Endpoints connecting at line rates between 1024kbps and 1920kbps that would have connected at HD 720p30 resolution will instead connect at SD 30 resolution. Each of the affected endpoints will connect at lower resolution but will use 1.5 system resources instead of 3 system resources. • Moving the HD1080p30 resolution slider from 4096kbps to 2560kbps decreases the minimum connection threshold line rate for that resolution. Endpoints connecting at line rates between 2560kbps and 4096kbps that would have connected at HD 720p30 resolution will instead connect at HD 1080p30 resolution. Each of the affected endpoints will connect at higher resolution but will use 6 system resources instead of 3 system resources.

2-21 Modifying the Resolution Configuration in MPMx Card Configuration Mode The Resolution Configuration - Basic Configuration dialog box is the first dialog box displayed when the RMX is in MPMx Card Configuration Mode. Clicking the Detailed Configuration button toggles the display of the Detailed Configuration pane, which displays sliders for modifying minimum connection threshold line rates for endpoints that support H.264 Base Profile or High Profile. The Detailed Configuration pane can also be opened by clicking the Manual radio button in the Resolution Configuration pane. Sharpness and Motion settings are accessed by clicking the Sharpness and Motion tabs when the Detailed Configuration is open. Basic Configuration Minimum Connection Threshold Line Rate Sliders Sharpness / Motion Detailed Configuration

2-22 Sharpness and Motion Sharpness and Motion are Video Quality settings that are selected per conference and are defined in the conference Profile. A conference that has Sharpness selected in its Profile uses the Sharpness settings of the Resolution Configuration and likewise a conference that has Motion selected in its Profile uses the Motion settings of the Resolution Configuration dialog box. The Sharpness and Motion tabs in the Resolution Configuration dialog box allow the user to view and modify Resolution Configuration settings for conferences with either Video Quality setting. Resolution Configuration - Basic The Resolution Configuration -Basic dialog box contains the following panes: • Max CP Resolution Pane • Resolution Configuration Pane Maximum CP Resolution Pane When in MPMx Card Configuration Mode the RMX can be set to one of the following Maximum CP Resolutions: • HD 1080p30 • HD 720p30 • SD 30 • CIF 30 Limiting Maximum Resolution Before a selection is made in this pane, the Maximum CP Resolution of the system is determined by the MAX_CP_RESOLUTION System Flag. For more information see "Limiting Maximum Resolution” on page 2-18.

2-23 Resolution Configuration Pane The Resolution Configuration pane and its selection options in MPMx Card Configuration Mode behave in the same manner as for MPM and MPM+ Card Configuration Modes as described in the Resolution Configuration Pane section on page 2-18. Resolution Configuration - Detailed H.264 High Profile allows higher quality video to be transmitted at lower bit rates. However, setting minimum bit rate thresholds that are lower than the default may affect the video quality of endpoints that do not support the H.264 High Profile. The RMX uses two decision matrices (Base Profile, High Profile) to enable endpoints to connect according to their capabilities. The Detailed Configuration dialog box allows the administrator to configure minimum connection threshold bit rates for endpoints that support H.264 High Profile and those that do not support H.264 High Profile by using the following slider panes: • Base Profile - Endpoints that do not support H.264 High Profile connect at these minimum threshold bit rates. • High Profile - Endpoints that support H.264 High Profile connect at these minimum threshold bit rates.

2-24 Base Profile / High Profile Resolution Slider Panes The Base Profile and High Profile sliders operate in the same manner as that described for the Sharpness and Motion sliders. For more information see the example in the section: "Sharpness / Motion Resolution Slider Panes” on page 2-20.

2-25 Video Switching In Video Switching mode all participants see the same video picture (full screen). The current speaker is displayed in full screen on all the participants' endpoints, while the speaker sees the previous speaker. Switching between participants is voice-activated; whenever a participant starts to speak, he or she becomes the conference speaker and is viewed on all screens. All conference participants must use the same line rate and video parameters such as video protocol, frame rate, annexes and interlaced video mode as no video processing is performed. Compliant endpoints can connect to conferences at the following resolutions: • H.264 1080p30 • H.264 720p30 • H.264 720p60 • H.264 SD 30 Video Switching uses less system resources than CP: only one CIF video resource per participant for HD resolution. Table 2-5 lists the resources available to VSW conferences by line rate and card type. * Capacity numbers are for maximum capacity card assemblies. These numbers may be lower when LPR and/or encryption are enabled. The maximum supported video conference size is 160 participants. Video Switching conferences require: • All participants to have HD compliant endpoints. • All participants to connect using the same conference line rate. Table 2-5 VSW Resource Capacity Line Rate Resource Type Maximum Possible Resources Per Card* MPM MPM+ MPMx VSW 2Mbps 40 80 80* VSW 4Mbps 40 40 40* VSW 6Mbps - 20 20* Video Switching conferencing mode is unavailable to ISDN participants.

2-26 Table 2-6 lists the recommended number of connections at HD1080p resolution for fully configured and licenced RMX systems. Guidelines • The display aspect ratio is 4x3 or 16x9. • Site names, skins, etc. are not supported in Video Switching. • Video forcing is enabled at the conference and participant levels. • Endpoints that do not support HD or are unable to meet these requirements connect as Secondary (audio only). Enabling Video Switching For the MCU to run Video Switching conferences the following criteria must be met: • The HD_THRESHOLD_BITRATE flag must be set in the System Configuration. The value of this flag is the system minimum threshold bit rate. • The line rate selected in the conference Profile must be the same as or higher than that specified by the HD_THRESHOLD_BITRATE flag. • The Video Switching option must be selected in the profile. For more information see "Defining Profiles” on page 1-9. The numbers in Table 2-6 are for MPM card assemblies with maximum resource capacities. For detailed resource capacity information see the relevant RMX Hardware Guide. Table 2-6 Maximum Number of HD1080p Connections by Line Rate Line Rate/Participants RMX 1500 RMX 2000 RMX 4000 Up to 2Mbps 80 160 320 4Mbps 40 80 160 6Mbps (MPM+/MPMx) 20 40 80 The HD_THRESHOLD_BIT RATE flag is responsible for negotiation only, It does not guarantee that the endpoint will open an HD channel or transmit on an opened HD channel.

2-27 • The RMX must have available resources (ports). • The endpoints must support HD. Modifying the Video Switching Threshold Bit Rate To modify the video switching threshold: 1 Click Setup>System Configuration. The System Flags dialog box opens. 2 Set the HD_THRESHOLD_BITRATE flag to the required line rate value (range 384kbps to 4Mbs, default is 768kbps). 3 Click OK. The MCU must be reset for flag changes to take effect. For more information see "System Configuration” on page 19-6. Creating a Video Switching Profile A Video Switching enabled Profile must be created prior to running Video Switching conferences. Video Switching conferences, Entry Queues and Meeting Rooms are created by selecting an Video Switching-enabled Profile and must be set to the same line rate as the target conference. To connect to an Video Switching conference via an Entry Queue, the Entry Queue must be Video Switching enabled. It is recommended to use the same Profile for both the target conference and Entry Queue. To Create a Video Switching Enabled Profile: 1 In the New Profile – General tab, in the Line Rate field, select a bit rate for the drop-down menu that is higher than the defined HD threshold.

2-28 2 Select the Video Switching check box. 3 Select the resolution for the conference: — H.264 720p30 (supported by all media cards) MPM+ and MPMx cards only: — H.264 1080p30 — H.264 720p60 — H.264 SD 30 4 Click OK. For more information, see "Defining Profiles” on page 1-9.

2-29 Monitoring Video Switching Conferences HD conferences appear with the HD ( ) icon in the conferences list to indicate the currently running HD conference(s). Monitoring is done in the same way as for standard conferences. For more information, see "Conference and Participant Monitoring” on page 11-1. HD Conference

2-30 H.239 / People+Content H.239 The H.239 protocol allows compliant endpoints to transmit and receive two simultaneous video streams: • People Conference – Continuous Presence or Video Switched conference • Content Conference – Video Switching conference for content sharing By default, all conferences, Entry Queues, and Meeting Rooms launched on the RMX have H.239 capabilities. To view Content, endpoints must use the same Bit Rate, Protocol, and Resolution. An endpoint may not send Content while connecting to an Entry Queue. Endpoints without H.239 capability can connect to the video conference without Content. Cascade links declare H.239 capabilities and they are supported in Star and MIH cascading topologies. For more details, see "Cascading Conferences - H.239-enabled MIH Topology” on page 3-36. People+Content People+Content utilizes a different signaling protocol and is Polycom’s proprietary equivalent of H.239. Guidelines • Both H.323 and SIP environments are supported. • A mix of H.323 and SIP endpoints can share content. • Conferences can include a mix of endpoints that support H.239 or People+Content. • All endpoints will receive Content at the highest resolution common to all connected endpoints. • SIP People+Content is supported with MPM+ and MPMx cards. • H.239 is supported in MIH, Star and Basic Cascading topologies.

2-31 • People+Content is supported in cascaded conferences but cannot be used as the protocol for a cascade link. • If an endpoint supports both H.239 and People+Content protocols, H.239 is selected as the preferred communications protocol. • People+Content is enabled by default. It can be disabled for all conferences and endpoints by manually adding the ENABLE_EPC System Flag to the System Configuration and setting its value to NO (default setting is YES). • Endpoints that support People+Content (for example, FX endpoints) may require a different signaling protocol. For these endpoints, manually add the System Flag CS_ENABLE_EPC to the System Configuration and set its value YES (default value is NO). Content Transmission Modes The Content channel can transmit one of the following modes: • Graphics – default mode, for standard graphics • Hi-res Graphics – requiring a higher bit rate, for high quality display or highly detailed graphics • Live Video – highest bit rate, for video clips or live video display The highest common Content bit rate is calculated for the conference each time an endpoint connects. Therefore, if an endpoint connects to an ongoing conference at a lower bit rate than the current bit rate, the Content bit rate for the current conference is re-calculated and decreased. Bit rate allocation by the MCU is dynamic during the conference and when the Content channel closes, the video bit rate of the People conference is restored to its maximum. During a conference the MCU will not permit an endpoint to increase its bit rate, it can however change its Content resolution. The RMX can decrease the allocated Content bit rate during a conference.

2-32 Table 2-7 summarizes the bit rate allocated to the Content channel from the video channel in each of the three Content Transmission Modes: Table 2-8 summarizes the Maximum Resolution of Content and Frames per Second (fps) for Bit Rate Allocations to the Content Channel as set out in Table 2-8. Content Protocol H.263 Annex T and H.264 protocols are supported for the Content transmission. H.264 provides higher video quality at video resolutions of up to HD. Table 2-7 Bit Rate Allocation to Content Channel per Conference Line Rate Content Transmission Mode Bit Rate Allocation per Conference Line Rate (kbps) 64/ 96 128 256 384 512 768 823 1024 1152 1472 1728 1920 2048 4096 6144 Graphics 0 64 64 128 128 256 256 256 512 1152 1536 Hi Resolution Graphics 0 64 128 192 256 384 384 512 768 1536 1536 Live Video 0 64 128 256 384 512 768 768 1152 1536 1536 Table 2-8 Content - Maximum Resolution, Frames/Second per Bit Rate Allocation Bit Rate Allocated to Content Channel (kbps) Content Maximum Resolution Frames/Second From 64 and less than 512 H.264 HD720p 5 From 512 and less than 768 H.264 HD720p 30 From 768 and up to 1536 H.264 HD1080p 15

2-33 Endpoint Capabilities • The H239_FORCE_CAPABILITIES System Flag in system.cfg gives additional control over Content sharing. When the flag is set to NO, the RMX only verifies that the endpoint supports the content protocols: Up to H.264 or H.263. When set to YES, the RMX checks frame rate, bit rate, resolution, annexes and all other parameters of the Content mode as declared by an endpoint during the capabilities negotiation phase. If the endpoint does not support the Content capabilities of the MCU the participant will not be able to send or receive content over a dedicated content channel. The flag’s default value is NO. • Content management control (BFCP) utilizes an unsecured channel even when SIP TLS is enabled. If security is of higher priority than SIP content sharing, SIP People+Content can be disabled. To do this manually add the ENABLE_SIP_PEOPLE_ PLUS_CONTENT System Flag to the System Configuration and set its value to NO. • SIP People+Content and BFCP capabilities are by default only declared to Polycom and Avaya endpoints. If, however, the endpoint identity is hidden by a proxy server, these capabilities will not be declared by the RMX. Capabilities declaration is controlled by the ENABLE_SIP_PPC_FOR_ALL_USER_AGENT System Flag. The default value of this System Flag is NO. When set to YES, the flag ensures that the RMX declares SIP People+ Content and BFCP capabilities in all environments. If these System Flags don’t exist in the system, they must be created using the RMX Menu – Setup option. For more information see "Modifying System Flags” on page 19-6. H.263 Endpoints • If an endpoint that supports only H.263 for Content Sharing connects to a conference with an Up to H.264 Content sharing Profile: • H.263 is used for Content if that participant is the first to connect to the conference • Content sharing is stopped for all participants if the connection occurs after Content sharing has started. When Content sharing is restarted by the user, Content is shared using H.263.

2-34 H.264 Endpoints • During a H.264 Content session, changes to resolution or frame rate do not interrupt Content transmission. • If an endpoint that does not support H.264 Content sharing disconnects from a conference with an Up to H.264 Content Sharing Profile, the Content sharing continues using H.263. This is true even if all the remaining connected endpoints support H.264. If Content sharing is stopped and restarted by the user, Content sharing is automatically upgraded to use H.264. Content at HD1080p Resolution • Endpoints that support H.264 can receive H.239 Content at the following resolutions: — HD720pat30fps — HD1080pat15fps — HD720p at 5fps • The minimum required conference line rate must be 2048 kbps or higher. • All connected endpoints must support the minimum line rate required for HD1080p and be capable of receiving HD1080p content. • The Content Protocol setting in the conference Profile must be set to Up to H.264. Entry Queues • The selection of either H.263 or Up to H.264 in the Entry Queue Profile does not affect how Content is shared. • When the endpoint is moved to the conference from the Entry Queue, the endpoint shares Content according to the guidelines set out under Endpoint Capabilities and according to the content protocol that is defined for the target conference. Cascade Links Content is shared across a Cascaded Link using H.263 irrespective of whether either or both the cascade-enabled Entry Queue and the Cascaded Link have Up to H.264 Content sharing defined in their profiles.

2-35 Defining Content Sharing Parameters for a Conference To define Content Sharing Parameters: 1 In the RMX Management pane, click Conference Profiles. 2 In the Conference Profiles pane, click New Profile. The New Profile – General dialog box opens. 3 Define the Profile General parameters. 4 Optional. Click the Advanced tab and define additional conference parameters. 5 Click the Video Quality tab.

2-36 6 In the Content Video Definition section, select the Content Settings and Protocol as follows: 7 Click OK. Modifying the Threshold Line Rate for HD Resolution Content The threshold line rate for HD Resolution Content is the line rate at which the RMX will send Content at HD1080 Resolution. The default is 768 kbps. To modify the HD Resolution Content threshold line rate: 1 On the RMX menu, click Setup > System Configuration. Table 2-9 H.239 Content Options Field Description Content Settings Select the transmission mode for the Content channel: • Graphics — basic mode, intended for normal graphics • Hi-res Graphics — a higher bit rate intended for high resolution graphic display • Live Video — Content channel displays live video Selection of a higher bit rate for the Content results in a lower bit rate for the people channel. Content Protocol H.263 – Content is shared using H.263 even if some endpoints have H.264 capability. Up to H.264 – H.264 is the default Content sharing algorithm. When selected: • Content is shared using H.264 if all endpoints have H.264 capability. • Content is shared using H.263 if all endpoints do not have H.264 capability. • Endpoints that do not have at least H.263 capability can connect to the conference but cannot share Content.

2-37 The System Flags dialog box opens. 2 In the MCMS_PARAMETERS tab, double-click the MIN_H239_HD1080_RATE entry. The Update Flag dialog box is displayed. 3 In the Value field, enter the minimum threshold line rate at which HD1080 Resolution Content will be enabled. 4 Click OK to exit the Update Flag and then again to exit the System Flags dialog box. Disabling HD Resolution Content To disable HD720p/ HD1080p resolution content: 1 On the RMX menu, click Setup > System Configuration. 2 In the System Flags - MCMS_PARAMETERS tab, double-click the MIN_H239_HD1080_RATE entry. 3 In the Update Flag - Value field, enter 0. 4 Click OK to exit the Update Flag and then again to exit the System Flags dialog box.

2-38 Sending Content to Legacy Endpoints The RMX can be configured to send Content to H.323/SIP/ISDN endpoints that do not support H.239 Content (legacy endpoints) over the video (people) channel, allowing the participants using legacy endpoints to view Content instead of the other conference participants. Guidelines for Sending Content to Legacy Endpoints • This option is enabled in MPM+ and MPMx Card Configuration Modes only. • This option is valid when sending Content as a separate stream is enabled in the System Configuration and the flag: ENABLE_H239 is set to YES. • Additional video resources are allocated to the conference when Content is sent to legacy endpoints: — In MPM+ mode, an additional SD video resource is allocated. — In MPMx mode, an additional HD video resource is allocated. The allocation is done only when a legacy endpoint is connected to the conference and a Content session is initiated and transmitted via the video channel. Once the resource is allocated, it remains allocated to the conference until the conference ends. If the system cannot allocate the resource required for sending the Content, the conference status changes to “Content Resource Deficiency” and Content will not be sent to the legacy endpoints. As the resource required for sending Content to legacy endpoints is allocated on the fly, when scheduling a reservation, in rare occasions when the MCU is fully loaded, “Resource deficiency” may be encountered. This may prevent participants from connecting to the conference or from Content being sent to the legacy endpoint. To ensure resource for sending Content to legacy endpoints, add one resource to the number of resources defined in the Reserve Resources for Video Participants field, in the Conference Properties - General dialog box. • Non-H.239 (legacy) endpoints receive the Content via the video channel using the same video protocol and resolution with which they receive video. • The highest Content resolution for legacy endpoints is: