Polycom RealPresence 4000 Operating and maintenance instructions

RealPresence Collaboration Server (RMX)

4000 Quick Installation & Configuration Guide

General Safety Precautions

Follow these rules to ensure general safety:

• Keep the area around the Polycom RealPresence Collaboration

Server (RMX) 4000 unit clean and free of clutter and well ventilated.

• Decide on a suitable location for the equipment rack that will hold

the RMX, ensuring that it is near a grounded power outlet.

• Ensure that the leveling jacks on the bottom of the rack are fully

extended to the floor with the full weight of the rack resting on

them. Always make sure the rack is stable before extending a

component from the rack.

• In a single rack installation, attach stabilizers to the rack. In

multiple rack installations, the racks should be coupled together.

• Use a regulating uninterruptable power supply (UPS) to protect the

RMX from power surges and voltage spikes, and to keep it

operating in the event of a power failure.

• Allow the power supply units to cool before touching them.

• Always keep the rack’s trays and boards closed when not servicing

to maintain proper cooling.

• Use only the power cords supplied with the system.

• Each power cord should only be connected to a power outlet that

has a protective ground contact.

•The product name, RealPresence® Collaboration Server 4000

and RMX® 4000 are used interchangeably throughout this

document.

•For regulatory notices, see the Polycom® RealPresence®

Collaboration Server (RMX®) 4000 Hardware Guide.

•For all safety requirements and precautions, see the

RealPresence Collaboration Server (RMX) 4000 Hardware

Guide, "Safety Requirements” on page 1-8.

Preparations

Obtain the following information from your network administrator:

• IP addresses, Subnet Mask and Default Gateway IP address

(optional) for the RMX Control Unit and RMX Shelf Management.

• IP addresses for the RMX Signaling Host and Media cards.

• Gatekeeper IP address.

• SIP server IP address, if applicable.

If ISDN/PSTN is installed in your conferencing environment, obtain the

following information from your ISDN/PSTN Service Provider:

• Switch Type, Line Coding and Framing, Numbering Plan and

Numbering Type.

• Dial-in number range.

Unpacking the RMX

1When you receive the RMX packing case, inspect the equipment for

damage and verify that the components match the packing slip.

2Unlock and lift the RMX top cover.

Make sure that the Installation Accessories kit contains the power

cables and a USB Key and that the Rack Installation Accessories kit

contains the accessories for installing the RMX in 19” racks. For

details, see the Getting Started Guide, "Telescopic Rail Runners

Accessory Kit” on page 2-9.

3Remove the boxes that are placed on the top Stratocell® and the top

Stratocell® and open the anti-static plastic bag wrapping the RMX.

4Holding the handle on each side, lift the RMX from the box, and

place it on a flat surface or in a rack. Remove any packaging

material prior to positioning the RMX.

If the RMX is connected to the public ISDN Network, an external

CSU or similar equipment is needed.

Attention:

Two people are required to lift the MCU out of the box and when

installing it in a rack.

Management Network Configuration on the USB

Key

The system is shipped with the following default IP addresses:

• Control Unit IP address – 192.168.1.254

• Shelf Management IP Address – 192.168.1.252

• Control Unit subnet mask – 255.255.255.0

• Default Router IP Address – 192.168.1.1

When the RMX is installed for the first time, you must change the

default IP addresses to your local network settings. This can be done by

modifying the default settings in the LAN Configuration Utility on the

USB key shipped with the unit.

1Insert the USB key provided with your system into the PC.

The Polycom Documentation window opens.

In Windows XP:

aThe Polycom Documentation option is automatically selected.

Click OK.

In Windows 7:

aSelect Open Folder to view files using Windows Explorer.

bDouble-click the index.hta file.

2In the Language Menu window, select the documentation language.

3In the License Agreement window, click the Accept Agreement

button.

4In the Product Type window, select RMX 4000.

5In the Initial Setup Utility, click the Lan Configuration Utility

hyperlink.

6In the LanConfigUtility dialog box, modify the required network

parameters in the utility’s dialog box using the information

supplied by your network administrator and click OK.

Write down the RMX’s serial number that is on a sticker on the back

of the unit. It will be needed for product registration later in the

installation process.

7Remove the USB Key from the PC.

The USB key is required for first entry power-up of the RMX.

Installing the RMX

To install the RMX 4000 in a 19”rack using chassis runners:

1Install chassis runners supplied by Polycom, in the rack. For details,

see the RealPresence Collaboration Server (RMX) Getting Started Guide,

"Installing the Telescopic Rail Runners on the Rack” on page 2-7.

2Mount the RMX 4000 on top of the rack brackets.

3Secure the RMX to the rack with screws through the holes in the

RMX’s front mounting brackets. For details, see the RealPresence

Collaboration Server (RMX) Getting Started Guide, "Installing the

RealPresence Collaboration Server (RMX) 4000” on page 2-19.

Connecting the cables to the RMX 4000

Connect the following cables to the RMX 4000 rear panel:

•For AC Power Supply connections: Insert a power cable in each of

the three AC Power Entry Modules (PEM’s).

For DC Power connections, see the Hardware Guide.

•For a detailed description of the safety requirements and

precautions and the installation of the RMX 4000 as a

standalone, mounted in a 23” rack, or reverse mounting the

RMX 4000 on a 19” rack, see the Hardware Guide.

•To connect the RMX 4000 to the DC power, see the

RealPresence Collaboration Server (RMX) 4000 Hardware

Guide, "Connecting the RMX 4000 to -48DC SELV Power” on

page 1-19.

•If your system package includes the RTM ISDN card, it is

recommended to install it before mounting the RMX on the

rack. Refer to the RealPresence Collaboration Server (RMX)

1500/2000/4000 Getting Started Guide for installation

instructions.

The size of the protective earthing conductor & cable should be a

minimum of 10AWG.

•OntheRTM IP-4000:

—Connect the Management Network cable to LAN 2.

—Connect the Signalling cable to LAN 3.

—Connect the Shelf Management cable to LAN 6.

• For each installed RTM LAN - Connect the LAN cable to LAN 2.

• For each installed RTM ISDN:

—Connect the E1/T1 cables to their PRI Ports.

—Connect the LAN cable to LAN 1.

First Entry Power-up

1Insert the USB Key with the modified IP addresses into the USB

port on the back panel.

2Turn ON the power by pressing on the power switch located on the

rear panel of the RMX.

The FAN STATUS and PWR STATUS LEDs turn ON.

System power-up sequence may take approximately 10 minutes.

During this time, the parameters in the lan.cfg file are uploaded

from the USB key to the RMX’s memory and applied during the

power-up sequence.

Wait for the upload process to complete. Initially, all the ERR/

RDY/ACT LEDs flicker and flash. Upload is completed when all

the LEDs turn off and only the red ERR LED (on the CTNL unit)

remains ON.

It remains ON until the Default IP Network Service is configured.

Do not remove the USB key from the RMX until the connection

with the RMX is established.

•LAN 4, LAN 5 and the Serial ports are only for debugging and

not for customer use.

•Do not remove the protective plastic caps from LAN 1, LAN 4

and LAN 5 ports.

Product Registration and Activation Key Retrieval

Before starting the initial configuration process, register the MCU and

all the software licenses at the Polycom Resource Center website and

download the product activation key file to the computer you will use

for the configuration:

1Using a Web browser, connect to http://portal.polycom.com.

2Login with your Email Address and Password or register as a new

user.

3Select the Product Registration link.

4Follow the on-screen instructions for Product Registration and

Product Activation.

5Write down the Product Activation Key number or copy it for later

use.

Connecting to the MCU

1Start the Collaboration Server Web Client application on the

workstation by entering in the browser’s address line the IP

Address of the control unit as defined in the USB key in the format:

http://<Control Unit IP Address> and pressing Enter.

2Once the connection with the RMX is established and the RMX Web

Client Welcome screen is displayed, you can remove the USB key

from the RMX.

3In the Welcome screen, enter the default Username (POLYCOM)

and Password (POLYCOM) and click Login.

The Product Activation dialog box is displayed with the serial

number filled in.

4Select the “I accept the license agreement” check box to enable

Online Registration of your product.

5In the Activation Key field, enter or paste the Product Activation Key

retrieved earlier and click OK.

If you do not have an Activation Key, click the Polycom Resource

Center button to access the Service & Support page of the Polycom

Support website.

A message indicating that the Product Activation Key was loaded

successfully appears. The red ERR LED on the Media card turns

OFF and the green RDY LED turns ON.

As no Default IP Network Service is defined, the system

automatically starts the Fast Configuration Wizard.

Initial System Configuration

The Fast Configuration Wizard that is automatically started enables you

to configure the Default IP Service.

The IP Management Service tab in the Fast Configuration Wizard is enabled

only if the default Management IP addresses were not modified.

1In the Fast Configuration Wizard - IP dialog box, define the following

parameters:

2Click Next.

•IPv4 is the default protocol for setting the Network Service in the

Fast Configuration Wizard.

•If Secured Communication is required on the RMX: complete the

Fast Configuration Wizard, Login, install the Certificate and then

enable the Secured Communication Mode.

Field Description

IP Service

Name

Use the default name (Default IP Service) or enter a name

using up to 20 characters.

Note: This field is displayed in all dialog boxes.

Signaling Host

IP Address

Enter the IP address of the Central Signaling host. This is

the address used by endpoints for dialing in to the MCU.

Media Card 1/2/

3/4 IP Address

Enter the IP address(es) of the media card (s): MPMx 1,

MPMx 2, MPMx 3 and MPMx 4 (if installed), as provided

by the network administrator. Endpoints connect to

conferences and transmit call media (video, voice and

content) via these addresses.

Subnet Mask Enter the subnet mask of the MCU.

Default value: 255.255.255.0.

3In the Fast Configuration Wizard - Routes dialog box, enter the IP

address of the default router.

4Click Next.

5Enter the required DNS information in the dialog box.

6Click the Next button.

7In the Fast Configuration Wizard - Environment dialog box, select the

IP Network Type: H.323,SIP or H.323 &SIP.

8Click Next.

9If you selected SIP only, go to Step 12.

Field Description

MCU Host Name Enter the name of the MCU on the network.

Default name is RMX.

DNS Select:

•Off – if DNS servers are not used in the

network.

•Specify – to enter the IP addresses of the DNS

servers.

Note: The IP address fields are enabled only if

Specify is selected.

Names

Automatically to

DNS Server

Select this option to automatically register the

MCU Signaling Host and Shelf Management with

the DNS server.

Local Domain

Name

Enter the name of the domain where the MCU is

installed.

Primary DNS

Server IP Address

The static IP addresses of the primary DNS server.

10 In the Fast Configuration Wizard - Gatekeeper dialog box, enter the

required information:

11 If you selected H.323 only, go to Step 15.

Otherwise, click Next.

Field Description

Gatekeeper Select Specify to enable configuration of the

gatekeeper IP address.

When Off is selected, all gatekeeper options are

disabled.

Primary Gatekeeper

IP Address or

Name

Enter either the gatekeeper’s host name (if a DNS

Server is used) or IP address.

MCU Prefix in

Gatekeeper

Enter the string with which the MCU registers itself with

the gatekeeper.

The gatekeeper uses this string to identify the MCU

when forwarding calls to it. H.323 endpoints use this

number as the first part of their dial-in string when

dialing the MCU.

Aliases

Alias The alias by which the RMX’s Control Unit is identified

within the network. Up to five aliases can be defined for

each RMX.

Note: When a gatekeeper is specified, at least one

prefix or alias must be entered in the table.

Type Select the type that defines the format in which the card

alias is sent to the gatekeeper according to your

gatekeeper’s capabilities.

Note: H.323 and E.164 are the most commonly used

types.

12 In the Fast Configuration Wizard - SIP dialog box, set the following:

13 Click the Next button.

14 Enter the required Security information in the dialog box.

Field Description

SIP Server Select:

•Specify – to manually configure SIP servers.

•Off – if SIP servers are not present in the network.

SIP Server IP

Address

Enter either the IP address of the preferred SIP server

or its host name (if a DNS server is used).

Transport Type Select the protocol that is used for signaling between

the MCU and the SIP Server or the endpoints

according to the protocol supported by the SIP Server:

UDP – Select this option to use UDP for signaling.

TCP – Select this option to use TCP for signaling.

TLS – Select this option to use the secured

communication where the Signaling Host listens on-

secured port 5061 only. The supported security

protocols are: TLS 1.0, SSL 2.0 and SSL 3.0.

Field Description

SIP

Authentication

Click this check box to enable authentication with the SIP

server.

Select this check box only if the authentication is enabled

on the SIP proxy.

User

Name

Enter the user name the RMX will use to

authenticate itself with the SIP proxy. This

name must be defined in the SIP proxy.

These

fields can

contain up

20 ASCII

characters

Password Enter the password the RMX will use to

authenticate itself with the SIP proxy. This

password must be defined in the SIP proxy.

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