Experience RPCollaboration Server RPPCSOS103

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Slide 2 - Introduction
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Welcome to this module in the Polycom Start Here series. In this module we will look at basic
implementation and usage of the RealPresence Collaboration Server. Although there are several hardware
options, we will be focusing on RealPresence Collaboration Server (RMX) 1500 as this is indicative of the
range of appliances. The terms RealPresence Collaboration Server and RMX are used interchangeably in
this material. We will be looking at:
- Initial setup, including using a USB key to configure addressing
- Installing and using RMX Manager
- Obtaining an activation key
- Initial configuration
- Making multipoint calls
This module consists of an overview and demonstrations of all these, followed by a series of simulations
so that you can try them all yourself.
To navigate this course, click on the arrows in the top left corner or the TOC button in the bottom right
corner to show or hide the table of contents.

Slide 3 - Initial Setup
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To install a RealPresence Collaboration Server 1500, the first steps are to install it in a rack and connect to
a power source and network. We will take a brief look at these now, and then move onto the rest of the
process in some more detail.
For information on rack installation and site requirements, see the latest version of the Getting Started
Guide at support.polycom.com.

Slide 4 - Initial Setup
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The first step we will discuss is connecting network cables. There are three cables to connect allowing
communication with the network switch. The first is the LAN2 cable. LAN2 carries audio and video traffic
between the local area network and the RealPresence Collaboration Server.
Next is the MNG cable, which carries the call set-up messages. These carry activity at the beginning of the
call to set up communication. This is referred to as signaling.
The third cable is the MNG B cable, which is how we connect to the RealPresence Collaboration Server to
manage and administer it. The IP address assigned to this connection is the one used to connect to the
RMX Manager or Web Administration tools. This IP address is also referred to as the Control Unit IP
address. When the RealPresence Collaboration Server is installed for the first time, the administrator must
change the default IP addresses to their local network settings. This can be done by modifying the default
settings in the USB key shipped with the unit, using the LAN Configuration Utility, and then uploading the
new settings, which we'll see shortly.
A fourth connection is an optional add-on to the RealPresence Collaboration Server 1500, and a standard
connection for some other appliances in the RealPresence Collaboration Server family. This is the shelf
connection. The shelf provides connections to each of the circuit boards inside the device, and is also
known as the backplane. The shelf has an IP address of its own, so that if the management IP is not
available for any reason, administrators can log in through the shelf to perform management functions and
reboot if necessary.

Slide 5 - Modifying Settings
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Click Next when you are ready to see how to configure the IP addresses using the provided USB key

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Once the provided USB key is plugged into the PC, an Autoplay window should open. If it does not, you
can navigate to the folder using Windows Explorer.

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Select Open Folder to view files using Windows Explorer and double-click the index.hta file
The Language Menu opens.

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Select the documentation language.

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In the License Agreement window, click the Accept Agreement button.

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Select RMX 1500 as the server type.

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In the Initial Setup Utility, click on RMX LAN Configuration Utility.

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Modify the required network parameters in the utility’s dialog box using the information supplied by your
network administrator.

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Click OK.

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Close the setup window when complete.

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The new settings are saved in the lan.cfg file.

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Insert the USB key with the modified IP addresses in the USB slot on the front panel and power up the
RealPresence Collaboration Server 1500 by pressing the on/off button on the front panel shown here.
When the RealPresence Collaboration Server boot sequence is complete, the Ready Status light turns
green.
Please note that it may take up to 10 minutes after pressing the button for the RealPresence Collaboration
Server to be ready for use.

Slide 21 - Installing RMX Manager
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Click Next when you are ready to see how to install RMX Manager

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To install RMX Manager, open a browser window.

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In the address bar, enter the new Control Unit IP address of the RealPresence Collaboration Server

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Click Allow to install the Web Client

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Click on Install RMX Manager in the top right corner of the page. If you see any Windows security
warnings, click OK to proceed.

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We will now add the new RealPresence Collaboration Server to RMX Manager. To start, click Add MCU in
the top left hand corner.

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Enter the Control Unit IP address previously configured as the IP address

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Enter a valid username to access the MCU

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Enter a valid password

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Enter Auto Reconnection settings. These settings help prevent the RMX Manager from losing connection
to the RealPresence Collaboration Server

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Click OK to save the MCU entry

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Double click on the new entry to connect

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A dialog box will appear asking for an activation key. We’ll copy the serial number to the clipboard to use
shortly.

Slide 44 - Obtaining Activation Keys
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Click Next when you are ready to see how to obtain the activation key required to configure the
RealPresence Collaboration Server 1500

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Before the RealPresence Collaboration Server can be used, it must be registered and activated, the next
step in configuration. As you just saw, during first-time power-up the Product Activation dialog box is
displayed, requesting an Activation Key. To obtain a key, open a browser window and go to the “Service
and Support” page of the Polycom website at support.polycom.com.

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Log into the support site to continue. If you do not have an existing account, you must register. Click on
Register For An Account in the Login box to proceed.

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Click the Activation/Upgrade link under Licensing and Product Registration.

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Click on All other Polycom Products

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Enter the serial number copied from the Product Activation dialog box

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and click Next

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Finally, click the “Accept Agreement” button.

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When the Product Activation Key is displayed, write it down or copy it using CTRL+C. You will need this
number for the Activation Key field of the Product Activation dialog box.

Slide 57 - Initial Configuration
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Click Next when you are ready to see how to complete initial configuration of the RMX1500

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To activate the MCU, first tick the box to accept the license agreement

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Then paste the activation key copied in the previous exercise

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And click OK

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Once the activation key is entered, the Fast Configuration Wizard starts automatically and allows you to
configure the remaining IP settings required.

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You will need IP addresses for the signaling host (connected to the MNG port) and the Media Card
(connected to the LAN 2 port).

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You will also need an IP address for the default gateway.

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And click Next again.

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You can also add other network settings, such as a DNS server to allow connection via a host name such
as rmx.polycom.com instead of an IP address,

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The types of networks you would like to allow calls to be made and received,

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and gatekeeper settings to allow alias dialing, but we won't do that now. Click Save & Continue.

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Click OK to acknowledge this message.

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Click Next to submit the time settings.

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You can also add additional usernames here, but we'll click Next to continue.

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Click Yes to confirm that you want to restart the RealPresence Collaboration Server.

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Click OK to acknowledge the message.

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Click Yes to confirm the reset.

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Finally, click OK to wait for the reset to occur.

Slide 78 - Making Multipoint Calls
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Click Next when you are ready to see how to use the RealPresence Collaboration Server 1500 to host
multipoint calls.

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Now that you have learned how to set up the RealPresence Collaboration Server, let’s turn our attention to
how to start a conference.
Once the RealPresence Collaboration Server has been configured, users can start or join a conference
using their endpoint. There are two ways to join a conference:
First, users can dial into the Entry Queue, which is used as the default access point to the MCU. Users dial
into the signaling host IP address of the RealPresence Collaboration Server to be placed in the Entry
Queue. When users dial into the Entry Queue, they are prompted to enter the meeting room ID. The
RealPresence Collaboration Server routes users to the correct meeting place.
Second, they can dial directly into a Meeting Room. To go directly to the required meeting room, the user
enters the address of the RealPresence Collaboration Server followed by the meeting room ID. The ID is
used to identify the conference and is appended to the identity of the RealPresence Collaboration Server if
users want to go directly to the conference.

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To dial into the Entry Queue, first make a note of the Signaling Host IP address. This is shown in the RMX
Manager.

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Now dial the Signaling Host IP address and click Call.

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Here's what has happened in RMX Manager. You can see here that the Entry Queue is active and the
endpoint is connected. Click Next when you're ready to continue.

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Open the tone pad to enter the meeting room ID. Enter the meeting room ID and click #.

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Here's what has happened in RMX Manager. You can see here that the meeting room has become active
and that the endpoint is now connected. Click Next when you're ready to continue.

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Finally, click Hang Up to end the call.

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To dial directly into a meeting room, dial the signaling host followed by the meeting room ID and click Call.

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Here's what has happened in RMX Manager. You can see here that the meeting room has become active
and that the endpoint is now connected. Click Next when ready.

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To create a conference from RMX Manager, click on Add Conference.

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Enter a name for the conference.

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Enter a conference ID.

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and click OK.

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Here’s what has happened in RMX Manager. You can see here that the new meeting room has become
active but there are no connected participants. Click Next when you're ready to continue.

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To dial directly into this meeting room, dial the signaling host followed by the meeting room ID previously
created and click Call.

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Here’s what has happened in RMX Manager. You can see here that the endpoint is now connected. Click
Next when ready.

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To end the conference from RMX Manager, right click on the Conference and select Delete Conference.

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Click OK to end the conference and disconnect all participants.

Slide 110 - Try It Yourself: Modifying Settings
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Slide 123 - Try It Yourself: Installing RMX Manager
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Click Next when you are ready to try installing RMX Manager

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Slide 146 - Try It Yourself: Obtaining An Activation Key
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Click Next when you are ready to obtain an activation key to configure the RealPresence Collaboration
Server 1500

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Before the RMX can be used, it must be registered and activated, the second step in configuration. During
first- time power-up, the Product Activation dialog box is displayed, requesting an Activation Key.
To obtain the key, go to the “Service and Support” page of the Polycom website. Login and click the
activation/upgrade link under licensing and product registration. Under “Site & Single Activation / Upgrade”,
click “Activate Now”.
Follow the on-screen instructions for Product Registration and Product Activation. For more information,
refer to the RMX Software License document you received with your shipment.
Enter the Serial Number you copied from the preceding step, and click Next. (The RMX’s serial number is
also on a sticker on the back of the unit).
Finally, click the “Accept Agreement” button.
When the Product Activation Key is displayed, write it down or copy it (CTRL+C). You will need this
number for the Activation Key field of the Product Activation dialog box. Product Registration and
Activation Key Retrieval
Before the RMX can be used, it is necessary to register the product and obtain an Activation Key. During
first- time power-up, the Product Activation dialog box is displayed, requesting you to enter an Activation
Key.

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Slide 160 - Try It Yourself: Initial Configuration
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Click Next when you are ready to complete initial configuration of the RealPresence Collaboration Server
1500

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Slide 182 - Try It Yourself: Making Multipoint Calls
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Click Next to try making multipoint calls by dialing into the Entry Queue and also by dialing into a Meeting
Room

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Here's what has happened in RMX Manager. Click Next when ready.

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Slide 208 - What's Next?
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Thank you for undertaking this module. You may progress, if you wish, to the other streams of training
regarding Polycom Voice, Polycom Video Endpoints and other RealPresence Platform solutions. These
break down into three categories:
- Part I consists of a series of introductory modules detailing all the available solutions from Polycom, and
is applicable for sales and technical audiences
- Part II consists of sales positioning modules which follow on from the introduction modules in part I, and
are recommended for sales audiences
- Part III consists of a number of demo/simulation modules which show how Polycom solutions are used -
these are also applicable for any audience
For technical audiences Polycom provides both self-paced and instructor-led training covering design,
deployment, configuration and troubleshooting for these solutions. You should use Polycom University to
search for and view availability for this training.

Slide 209 - Thank You
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This material, including the script, may be downloaded from the course page. When you're ready, click the
button to exit the course.

Experience RPCollaboration Server RPPCSOS103

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