Polycom 3725-22370-001/B manual

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Table of contents for the manual

  • Page 1

    Administrator’s Guide for the Polycom ® QSX TM 2.0 February, 20 06 Edition 3725-22370-00 1/B Version 2.0[...]

  • Page 2

    Trademark Information Copyright © 2006 Polycom, Inc. All rights reserved. Polyco m, the Polycom logo design, and SoundStation are registered trademarks and QSX, SoundStation VTX 1000, VoiceStation, and the industrial design of SoundStation are t rademarks of Polycom, Inc. in the U.S. and various countries. All other brand and product names are tra[...]

  • Page 3

    About this Guide This Administrator’s Guide for the QSX System is for administrators of QSX system s who need to: ❑ Configure the system for use in the network environment. ❑ Understand different usag e scenarios and how the QSX works in them. ❑ Troubleshoot any issues that occur. Other documents available for QSX system s include: ❑ The [...]

  • Page 4

    Table of Contents Chapter 1- Introducing the QSX System ........................................................................ 6 Usage Overview .............................................................................................................. 6 Chapter 2- QSX Overview ...................................................................[...]

  • Page 5

    Graphics Display ................................................................................................... 39 Other Scaling Considerations ............................................................................... 39 Diagnostics ..........................................................................................................[...]

  • Page 6

    Chapter 1- Introducing the QSX System The Polycom QSX™ system allows users to instantly share anything on their computer screens with remote loca tions via the Web or with other QSX or VSX locations. Users don’t need to learn new applications, upload documents, pay monthly service fees, or pre- schedule meetings. It’s an easy and secure wa y [...]

  • Page 7

    The following illustrations show several types of meetings you could have with a QSX system. Additional conf iguration details are available in Chap ter 3. Figure 1- Stand Alone Mode. This is for web viewers only. No conference phone is required . Figure 2- QSX to QSX with Web participants. This is a m ixed environment that offers increased flexibi[...]

  • Page 8

    W e b V i e w e r C o n n e c t i o n C o n t e n t v i e w e d t h r o u g h p r o j e c t o r Standard VGA Cable Computer (sending meeting c ontent) VGA In VGA Out VGA Out VGA In Remote Participant (connecting throu gh internet) Content Controller VSX 8000 VSX 7000e VSX 7000s (with Visual Content) Vortex (optio nal) QSX Figure 3- QSX with a desig[...]

  • Page 9

    Chapter 2- QSX Overview QSX Equipment Overview There are two basic versions of the QSX. The QSX 400 is designed to work in environments without a conference phone or with Polycom’s analog SoundStation, SoundStation2, SoundStation Premier or SoundS tation2W conference phones. The QSX 300 is specifically designed to work with the Polycom VTX 1000 c[...]

  • Page 10

    QSX 300 Components The QSX 300 system is designed specifica lly for use with the Polycom SoundStation VTX 1000 conference phone. Name Component Description QSX system base Adds content sharing to phone calls. The base can be mount ed on a rack, under a table, or on a wall, or it can be placed on a tabletop. VGA Cable Connects the QSX system to a co[...]

  • Page 11

    QSX System Back Panel Content Controller If you have a Content Controller, you can us e the Idle, Preview and Send functions as illustrated in the graphic below. Content Button: Press to start and stop sending. Info Button: Press to display the Info Screen on your lo cal VGA d isplay. Idle: No one sees your content. Preview: You se e yo ur c o nt e[...]

  • Page 12

    SoundStation VTX1000 Conference Phone Controls If you have a QSX connected to a VTX 1000 conference phone, you can use the phones controls as shown below: Note: If your QSX system is connected to bo th a content controll er and a SoundStation VTX 1000 phone, you can use either device to control meeting cont ent and access the Info screen. Note: Unl[...]

  • Page 13

    3. To dial a device with an extension and password when both are registered to the same gatekeeper, dial the following sequence: Dial sequence: #*<Extension>#[password]# Example: #*2483#1234# 4. To dial a device with a Gatekeeper IP A ddress, an Extension and a Password, dial the following sequence: Dial sequence: #*<IP> **<Extension[...]

  • Page 14

    • Content Status. Will sho w whether content is being sent to participan ts. • System Name. W ill show the name of that QSX (default is its serial number) • Meeting Participants. There a re two types of participants sho wn here: • QSX participants. People who are connected via QSX. Up to 5 QSX participants, including th e pres enting unit w[...]

  • Page 15

    Info Screen Alerts There are a number of alerts that may appear locally on the Info screen of the QSX. They include: QSX Local Display Messages Message Description Corrective Action Initializing When the QSX is connected to a SoundStation or VTX phon e and the call is connected, the message will appear. It will stay visible for two minutes unless a[...]

  • Page 16

    The following are messages that web viewers may see when they try to log on to a QSX content-sharing session. Web Viewer Messages Message Description Corrective Action Java plug in mus t be enabled in orde r to run this application. Web viewer is not Java enabled and cannot see content. Enable Java plug in by goi ng to control p anel on your Window[...]

  • Page 17

    QSX is connected through a VTX 1000, you should see “Preview” displayed in the telephone’s display window. 3. Set up the presentation on your computer a nd initiate a call with the web viewing party. Note that even though the QSX is not required to be connected to a SoundStation phone in the Stand Alone Mode, it is assumed that you will still[...]

  • Page 18

    mode (i.e.- not sending content to web viewer s). There are other password options that you can access from the QSX’s Web Admini strator page. These are described on Page 30. Note: Web viewer sites do not necessarily need to participate in a phone call with the presenter in order to see content. Disconnecting Web Viewers When the QSX ends a prese[...]

  • Page 19

    Note: A maximum of 5 QSX units can connect directly to one another for a meeting. For higher scaling, refer to Interoperability with Polycom MGC below. Note: In a QSX-to-QSX meeting, web viewers are still able to login and view content. Note: There are several advantages to a QS X-to-QSX meeting. First, the direct connection eliminates the need to [...]

  • Page 20

    In order to utilize the QSX as a web-conferencing device and allow people without video capability to share content in a video -enabled meeting, follow these steps: 1. Ensure the video system is properly connected and configured. For m ore information about Polycom’s video system s, refer to the Ad ministrator’s Guide for the respective product[...]

  • Page 21

    QSX Usage with Polycom MGC The QSX system can be connected to an MG C bridge to incre ase the scalability of content sharing beyond 5 QSX units. It does so by leveraging the capabilities of the MGC. To use a QSX with an MGC bridge, follow these steps: 1. Ensure the MGC is properly connected a nd configured. For more information about Polycom’s MG[...]

  • Page 22

    After the MGC call has connected to the QSX, the QSX unit will not con nect to any other QSX or video units. Other non-QSX units must access the co ntent via the MGC bridge. If the QSX is already in a call with anothe r unit (i.e. – QSX or video unit) and the MG C calls it, it will reject the MGC call. Note: It is strongly recommended that you on[...]

  • Page 23

    2. Step 1 is all that is requir ed to set up your QSX system. If you plan to use it with a Polycom conference phone, please conn ect the following cables as well: • 8-wire cable for phone console. Connect th e 8-wire cable from the back of the QSX unit to the Polycom conference phone. • Conference Link Cable . For use with a Polycom VTX 1000 co[...]

  • Page 24

    Set a Static IP Addres s Usin g HyperTerminal If you need to assign a static IP address to the QSX system, follow these steps before you try to set up and use the QSX system: 1. Connect a straight-through serial cable from the QSX system to a computer. 2. Power on the QSX base with only the pow er cable and serial cable connected. 3. Start the Hype[...]

  • Page 25

    Note: If you hold the Content butt on during boot up of the QSX un it, it will force the unit into DHCP mode. That will cause the QSX unit to seek an IP address from the DHCP server on your network. Changing QSX to Dynamic IP Mode By default, the QSX is configured to obtain an IP address from a DHCP server in your network. If you have configured it[...]

  • Page 26

    Chapter 5- Accessing the QSX Administrative W eb Page QSX Administrative Web Options The QSX Administrative Web page (Adm in We b Page) gives you significant control and flexibility in the configur ation and deployment of your QSX system. The following diagram is an overview of the various opti ons you have for configuring your QSX. General Settin [...]

  • Page 27

    Logging On to the QSX Administrative Web Page After the QSX system is set up, you can log on to the system’s Adm in Web Page by following these steps: 1. On a computer, open Windows Internet Explorer version 6.0 or later. 2. In the browser address line, enter the IP address of the QSX system followed by /admin.htm, for example xxx.xx.xx.xx/adm in[...]

  • Page 28

    Chapter 6- Configuring Administrative Settings Info / System Info Administrators can view detailed system information on the System Information screen of the QSX Admin Web. The System Informati on screen displays inform ation such as the system’s serial number and software version. To view the System Information screen: 1. Log on to the QSX Admin[...]

  • Page 29

    Admin Settings Admin Settings are divided into five gr oups—General Settings, Video Network/IP Network, Global Services, LAN Prop erties and Graphics Display. General Settings System Settings System Settings allow you to give a name to your QSX (e.g.- You m ay want to name it “Pebble Beach Conference Room” if that’s wher e the unit will be [...]

  • Page 30

    To configure security settings: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Go to Admin Settings > General Settings > Security . 3. Configure these settings: Settings Description Enable Remote Access (default: FTP enabled, Telnet en ab led ) Specifies whether to allow remote access to the system by: • FTP • Telnet You may [...]

  • Page 31

    Note: If the QSX is in Idle or Preview mode and there is no H.323 connection (i.e.- only web viewers are accessing content), you can reset the password and clear all web viewer connections by holding the Info button down on the QSX 400 for more than 4 seconds. Note: The password will change on the QSX 300 when the VTX 1000 is taken on/off- hook. Th[...]

  • Page 32

    4. Click Next and configure these settings: Settings Description Date Format (default: MM-dd-yyyy) Specifies your format preference for the dat e display and lets you enter your local date. Time Format (default: 12 Hour) Specifies your format preference for the time displa y and lets you enter your local time. Daylight Sav ing Time (default: enable[...]

  • Page 33

    Settings Description Baud Rate Fixed at 115200. RS-232 Mode (default: Debug) Control or Debug RS-232 Flow Control Fixed at None. Bandwidth One of the primary variables that can affect the q uality of a QSX-based content sharin g session is bandwidth. Different participants may be connect ed at different speeds. Alternately, the total ava ilab le ba[...]

  • Page 34

    Additional Bandwidth Settings include: Settings Description Input Scaling for QSX to QS X Connections (default: No) (Actual resolution is 1024 x 768) Specifies whether you want to scale the input resolution for a QSX to QSX connection. Generally, yo u would choose input scaling for QSX to QSX conn ections when you wish to obtain a faster frame rate[...]

  • Page 35

    Video Network/IP Netw ork H.323 Settings H.323 is a protocol standard that define s how audiovisual conf erencing content is transmitted over IP and LAN networks. It hand les call contro l and management for point- to-point and multipoint confer ences, as well as gateway adm i nistration of m edia traffic, bandwidth, and user participation. If your[...]

  • Page 36

    Additional H.323 settings include: Enable MGC Dial Out Conference Calls Enables QSX to answer a call from an MGC bridge. For more information on using the QSX with a Polycom MGC Bridge, refe r to the section on “QSX Usage with MGC” on Page 22. Firewall To make meeting conten t accessible to web vi ewer participants outside of your LAN, your QSX[...]

  • Page 37

    To configure firewall settings: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Go to Admin Settings > Video Network > IP Network > Firew all . 3. Configure these settings: Settings Description NAT Configuration (default: Off) Lets you specify whether the system should determine the NAT Public WAN Address automatically. • If [...]

  • Page 38

    LAN Properties To configure LAN properties: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Go to Admin Settings > LAN Properties . 3. Configure these settings: Setting Description Host Name (default: serial number) Indicates the system’s DNS name. If you change the Host Name, the system restarts. IP Address (default: Obtain IP add[...]

  • Page 39

    Graphics Display The QSX system supports various resolutio ns and refresh rates for VGA input and output. QSX Output Scaling option allo ws the user to scale down th e content that the QSX sends to other devices. This content can be scaled to a specified resolution in or der to optimize transmission. Input resolution options include: • SXGA (1280[...]

  • Page 40

    QSX to Web Viewer Connections When a web viewer displays the image, it wi ll be displayed at its current resolution. An 800x600 or 640x480 image will display at the center of browser. Scaling for web viewers will reduce the im age size for JPEG com pression. This will immediately affect the loading speed of web viewers and hence the delays of displ[...]

  • Page 41

    To view Call Details: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Click Diagnostics , then select Call Statistic s. Note: Call Statistics features are not enabled in QSX 2.0 at this time. Network Statistics QSX system administrators can view statistics and network information on the Diagnostics screen of the QS X Admin Web. This may[...]

  • Page 42

    Keeping Your Software Current You can download the web-based SoftUpdate application to upda te the QSX system software. It is available on Polycom’ s support website, which is accessible at www.polycom.com . To upgrade your software via the Internet: 1. From your computer, go to www.polycom.com . 2. Log in to the Polycom Product Resource Center, [...]

  • Page 43

    To view call details and statistics: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Click Diagnostics , then select Call Statistics , Netw ork Statistics , or Advanced Net Stats. Restarting the System To restart the system: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Click Diagnostics > Restart System . 3. Click the [...]

  • Page 44

    Status Alerts The following table describes the status alerts that appear on the local VGA display or web viewer, gives suggested st eps to correct the problem. QSX Local Display Messages Message Description Corrective Action Initializing When the QSX is connected to a SoundStation or VTX phon e and the call is connected, the message will appear. I[...]

  • Page 45

    There are Status Alerts for Web Viewers as well. These include: Web Viewer Messages Message Description Corrective Action Java plug in mus t be enabled in orde r to run this application. Web viewer location is not Java enabled and cannot see cont ent. Enable Java plug in by goi ng to control p anel on your Windows PC or download Plug in from www.ja[...]

  • Page 46

    General Troubleshooting System Problem Corrective Action The system is not sending content. The system is not connected correctly. Ensure that all cables are connected as shown in Setting up the QSX System. If you are us ing a VTX 1000 conference ph one, make sure that both the 8-wire cable and conferenc e link cable are used to connect the QSX sys[...]

  • Page 47

    By Telephone Before calling Polycom Technical Support, plea se have the following inf ormation ready: • Description of the issue – What is ha ppening or not happening, and any related events you may be able to notice. • The 14-digit serial number on the bottom of the system . Contact Polycom Technical Support at 1-800-POLYCOM. By Internet To [...]

  • Page 48

    WARRANTY EXCLUSIVE. IF A POLYCOM PRODUCT DO ES NOT OPERATE AS WARRANTED ABOVE, CUSTOMER'S SOLE REMEDY FOR BREACH OF THAT WARRANTY SHALL BE REPAIR, REPLACEMENT, OR REFUND OF THE PURCHASE PRICE PAID, AT POL YCOM'S SOLE OPTION. TO THE FULL EXTENT ALLOWED BY LAW, THE FOREGOING WARRANTIES AND REMEDIES ARE EXCLUSIVE AND ARE IN LIEU OF ALL OTHER[...]

  • Page 49

    • Keep ventilation openings free of any obstructions. • SAVE THESE INSTRUCTIONS. License Restrictions THE SOFTWARE PROGRAMS CONTAINE D OR DESCRIBED HEREIN ARE CONFIDENTIAL INFORMATION AND PROPRIETAR Y PRODUCT S OF POLYCOM, INC. OR ITS LICENS ORS. Buyer shall not sublicense or otherwise distribute any of th e Subject Program s except to and User[...]

  • Page 50

    may not apply to you. This warranty gives you special legal rights. You may also have other rights that vary by state and nation. Warning This is a Class A product. In a domestic environment, this product may cause radio interference in which case the user may be required to take adequate measures. USA and Canadian Regulatory Notices FCC Notice Cla[...]

  • Page 51

    Underwriters Laboratories Statement The system is intended to be powered only by the supplied power supply unit. Special Safety Instructions Follow existing safety instructions an d observe all safeguards as directed. Installation Instructions Installation must be performed in accordance with all relevant national wiring rules. Plug Acts as Disconn[...]

  • Page 52

    Appendix A – Bandwid th Considerations in QSX Overview The QSX 2.0 offers a number of bandwidth op tions that allow you to optimize its use for your particular environment. The flowchart below is designed to serve as a guide for making the proper bandwidth configurations. This flowchart assumes that you are starting with an idea of how you want t[...]

  • Page 53

    Additional Information Maximum Bandwidth Utilization in Low Bandwidth Environments Most low bandwidth connections (e.g.- DSL) are asymmetrical—transmission speeds are usually slower than reception speeds. The Transm it and Receive configurations of the QSX 2.0 use this fact to fully utilize av ailable bandwidth. Look at the following example, whe[...]

  • Page 54

    User 1: 128Kbps User 2: 128Kbps User 3: 56Kbps As a result, the Time Sharing Mode is recommended for an environment with connections of 128kbps-384kbps. In order to configure the Time Sharing option, follow these steps: 1. Log on to the QSX Admin Web as described on Page 23 . 2. Go to Table of Contents. 3. Go to Admin Settings > Table of Content[...]

  • Page 55

    Load Balancing In standard usage scenarios, web viewers log in to the presenting QSX to receive higher quality images and content. In certain s ituations, the m aximum transm ission bandwidth that has been configured will be exceeded becaus e H.323 will use a pre-determined bandwidth. In these cases, the web viewers ar e re-directed to a receiving [...]

  • Page 56

    Appendix B – Additional W eb V iewer Information Web Viewer Cascading Web Viewer Cascading allows a web vi ewer to access content from any QSX participating in a meeting. If the Web View er Cascading option is selected, web viewers can directly login to a QSX which is receivi ng content rather than being required to login directly to the presenti[...]

  • Page 57

    Web Viewing in a Video Environment If the QSX is connected to a Polycom VS X8000, VSX7000s or a VSX7000e with Visual Concert, web viewers without video capabi lity can still receive conten t in a video environment. In order to do so, they can logi n directly to the QSX and receive con ten t. An example of this type of scenario is shown below. W e b[...]

  • Page 58

    Web Viewer Load Balancing If the presenting QSX has the Load B alance feature enabled, web viewers will be redirected to a QSX receiving content when bandwidth lim itations are reached. The most common scenario where this happens is when a QSX is both the MCU and the presenter to additional QSX units as well as web viewers. In this situation, it m [...]

  • Page 59

    Note: If you are trying to share content between tw o QSX units that are on either side of a firewall (or two firewalls if one QSX is in side of one corporation’s firew all and the other is inside another corporation’s firewall ), you will need to use manual IP dialing as described on Page 12. Note: If you are using the QSX in a Stand Al one Mo[...]

  • Page 60

    Appendix C – T echnical Specifications Content Transmission Bandwidth Configuration Option s (set via Admin Web page) • Default Average Transmit & Receive Bandwidth: 1,920 kbps • Maximum Average Transm it Bandwidth Setting Range: 128 kbps - 1,920 kbps* • Maximum Average Receive Bandwidth Setting Range: 128 kbps - 1,920 kbps *Performance[...]

  • Page 61

    Multipoint Capabilities Internal Multipoint Features • Up to 10 Web viewers using embedded web server • Up to four additional connections to ot her QSX or VSX units with em bedded H.323 MCU. Automatic Connect Feature for QSX to QSX meetings • Requires wired analog Polycom conference phone connected to QSX • Embedded low bit rate (100bps) in[...]

  • Page 62

    Resolution Content Resolution • Input: SXGA (1280 x 1024), XGA (1024 x 768), SVGA (800 x 600), VGA (640 x 480) • Output: SXGA (1280 x 1024), XGA (1024 x 768), SVGA (800 x 600) • User configuration to scale transmitted c ontent down across range of resolutions to optimize performance. XGA (1024 x 768), SVGA (800 x 600), VGA (640X480) • Capab[...]

  • Page 63

    Soft Interface shown on local display in QSX location • Info alerts for new particip ants and connection status • Info screen: IP address for W eb Viewer login, Password, Content Status, Meeting Participants Configuration and System Management • Integrated Web Admin page for easy re mote configuration and m anagement • Diagnostics and softw[...]

  • Page 64

    Appendix D—Additional Resolution & Graphics Display Information To understand how an image is scaled from the QSX unit’s VGA output to another device, refer to the following table: Transmission Scaling QSX Output Resolution No Scaling Scale to 800x 600 Scale to 640 x 480 640 x 480 640 x 480 640 x 480 640 x 480 800 x 600 800 x 600 800 x 600 [...]