Polycom DOC2223A manual

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Table of contents for the manual

  • Page 1

    Microsof t–Polycom Integrated Solution User ’ s Guide[...]

  • Page 2

    Copyrig ht © 2 005 Poly com, Inc . All Ri gh ts Res erved Catalog No. DOC2223A Ve r s i o n 1 . 0 Propri etary and Confi dent ial The inf ormatio n contai ned herein is the sole inte llectual proper ty of Polycom, Inc. No distr ibution, rep roducti on or unau thoriz ed use of t hese ma terials is permitted w ithout the expresse d written c onsent [...]

  • Page 3

    Poly com-Microsoft User ’s Guide 1 T able of Contents Microsoft —Polycom Me eting Scenarios . . . . . . . . . 1 -1 Point-to-Point Meeting .................... ...................... ................. ................ 1-2 Multipoint Conferencing Scenarios ............... ................. ................ ..... 1-3 Meet Me—S tarting an Ong oin[...]

  • Page 4

    2 Signing- in Window s Messenger a nd Off ice Communicato r Clients to the Live Communications Server ................... ................. .................. A-12 Office Communicator Configu ration .... ................. ................. . A-12 Windows Messenger Configuration ............ ...................... ....... A-15 Defining the Conferenc[...]

  • Page 5

    1-1 1 Microsoft—P olycom Meeting Scenarios Microsoft– Polycom integra ted solution offers hi gh quality point-to-poin t and multipo int voice, and video conf erencing calls (in an y combinatio n) across commun ication devices, a pplications and servi ces. This solution empowers users to connect a nd share inform ation in real -time regardless o[...]

  • Page 6

    Microsoft—P olycom Meeting Scenarios 1-2 • “Single dial ” Entry Queue (Of fice Communicat or users only) • Multipoint Ad- hoc conferencing • Reservation-based dial-out • Exten ding an ongoi ng Window s Messe nger or Off ice Comm unicator multipoin t session int o a multipoi nt audio and vide o conference. Office Communicato r scenario[...]

  • Page 7

    Polyc om-Microsoft User ’s Guide 1-3 Multipoint Conferencing Scenari os This section describes the various mu ltipoint conferenci ng scenarios available w ith Microsoft W indows Mess enger or Office Communicato r and Polyc om endpoints an d MGC unit. Meet Me—Starting an Ongoin g Video Conference from W indows Messenger and Office Communicator T[...]

  • Page 8

    Microsoft—P olycom Meeting Scenarios 1-4 The video is dis played in the Windo ws Messenger w indow. Since Wi ndows Mes senger do es not su pport D TMF codes, c onfere nce password as a security measure cannot be implemented, and the video layou t cannot be changed via Click&View (a featu re of using Polycom endpoi nts and the MGC M CU). The M[...]

  • Page 9

    Polyc om-Microsoft User ’s Guide 1-5 To start a video conf erence using th e Meeting Room in Office Communicator: 1 In Office Communica tor buddy list, sele ct the Meeting Room (for example, MR01) a nd then click Call . The Co nversat ion w indow op ens. 2 Click the Start a video conversation icon to activate and jo in the conference.[...]

  • Page 10

    Microsoft—P olycom Meeting Scenarios 1-6 The Meeting Room is activated, and you are added to the Meeting Room as the first participant. If a conference password is implemented as a security measure, you must enter the appropriate conference password to enter the conference using the Office Commun icator keyp ad selected from the Audio Controls pa[...]

  • Page 11

    Polyc om-Microsoft User ’s Guide 1-7 When usin g Office Communica tor that supports the us e of DTMF codes , a conference password can be implemented as a security measure. Office Communicator users joining the co nference enter the conference passwo rd using the key pad from the Aud io Controls pan e. I n ad dit ion , th e conference video layou[...]

  • Page 12

    Microsoft—P olycom Meeting Scenarios 1-8 Single Dial Entry Queue An Entry Queue is used as a special rou ting lobby to all M eeting Room s and conferences, enablin g one dial-in number to be used for joining all conferences. Participants are routed to the destination conference by entering the conference ID using DTMF codes. In this mode, o nly o[...]

  • Page 13

    Polyc om-Microsoft User ’s Guide 1-9 The Co nversat ion w indow op ens. 2 Click the Start a video conversation icon to activate and jo in the conference. 3 Once connected to the Entry Queue the IVR system prompts you for the target conference ID. Click the keypad icon in the Office Communicator Audio Controls pane.[...]

  • Page 14

    Microsoft—P olycom Meeting Scenarios 1-10 4 On the keypad, enter the target conference ID followed by the pound (#) key. You are moved to the confere nce. Joining the Ongoing Conference Other Office Communicator users can join the conference by connecting to the Entry Queue and entering the target conference ID as de scribed in steps 1- 4. Other,[...]

  • Page 15

    Polyc om-Microsoft User ’s Guide 1-11 MGC Manager Monitoring The active Entry Queue and Meeting Room are displayed in the MGC Manager, in the On Goin g Conferences list.[...]

  • Page 16

    Microsoft—P olycom Meeting Scenarios 1-12 Ad-hoc Entry Qu eue and Co nference Creatio n This procedure is similar to the Single Dial Entry Queue procedure, with the exception that the Meeting Room is not defined in th e MGC Manager in advance and the ongoing conference is cr eated on-the-fly. In addition, the Entry Queue must be set as Ad-hoc, an[...]

  • Page 17

    Polyc om-Microsoft User ’s Guide 1-13 Dial- out to Conference P articipants In this scenario, a vide o conference is scheduled on a Polyco m MCU and it includes predefined participa nts; Office Communicator, Win dows Messenger an d other SI P and non- SIP users. At the scheduled time the conf er ence is activated and the MCU automatically dials o[...]

  • Page 18

    Microsoft—P olycom Meeting Scenarios 1-14 3 Defi ne the fol lowing paramete rs: a Name —Enter the participant name. b Connec tion Ty pe —Select Dial-Out . c Inte rface Ty pe —Select SIP . d SIP A ddress —Enter the participant address in the format [user name]@[ domai n]. Do n ot use spaces o r special characte rs such as commas, q uotatio[...]

  • Page 19

    Polyc om-Microsoft User ’s Guide 1-15 Escalating W i ndows Messenger or Office Communicator IM Multiparty Session to an Audio/Vi deo Conference When you invite several buddies to a Windows M essenger or Office Communicator IM session, you can a dd audio and video to the conference after it has started (pro vided that the other participants have v[...]

  • Page 20

    Microsoft—P olycom Meeting Scenarios 1-16 2 Add a new buddy to the conference, sele cting the Ad-hoc Entry Queue from the buddy list. A new conference is created and is autom atically assi gned an identification number (for example, 674 1). A n invi tatio n to joi n the video confe rence is sent from the MCU (conference 6741 ) to all the IM sessi[...]

  • Page 21

    Polyc om-Microsoft User ’s Guide 1-17 4 Once the invitation is accepted and the participant jo ins the conf erence, the vide o is disp layed in Windo ws Messeng er windo w according to the selected conference layout. The ongoing video conferen ce is also adde d to the list of On Go ing Conferences in the MGC Ma nager application.[...]

  • Page 22

    Microsoft—P olycom Meeting Scenarios 1-18 Office Com municat or To add Audio and Video to an Off ice Communicator session: 1 Start an Of fice Communicator ses sion by inviting the required budd ies f rom the lis t. 2 Add the Ad-hoc Entry Q ueue from the buddy list: a Click the Invite someone to j oin this conversa tion icon.[...]

  • Page 23

    Polyc om-Microsoft User ’s Guide 1-19 b In the In vi te som eone to join thi s con versat ion wind ow, s elect the name of the ad-hoc Entry Queue.[...]

  • Page 24

    Microsoft—P olycom Meeting Scenarios 1-20 3 A new conference is created and is autom atically assi gned an identification number (for example, 674 1). A n invi tatio n to joi n the video confe rence is sent from the MCU (conference 6741 ) to all the IM session pa rticipants. 4 Participants must a ccept the invita tion to join th e video conferenc[...]

  • Page 25

    Polyc om-Microsoft User ’s Guide 1-21 5 Once the invitation is accepted and the participant jo ins the conference, the video is displayed in the Windows Messenger window according to the selected conference layout. The ongoing video conferen ce is also adde d to the list of On Go ing Conferences in the MGC Ma nager application.[...]

  • Page 26

    Microsoft—P olycom Meeting Scenarios 1-22 Office Communicator New Mu ltipoint Conferencing Scenari os Based on SIP-CX Protocol This sect ion descr ibes Offi ce Commun icator Ne w Multipoi nt Conferencing Scenarios Based on Microsoft SIP-CX conference control capabilities . SIP-CX protocol enables Office Communicator users complete conference cont[...]

  • Page 27

    Polyc om-Microsoft User ’s Guide 1-23 The Join the Con ference dialog box opens, wi th the indication Connect ing to t he confe rence . On ce the connection to the conference is established, you are requested to select where the conferencing service will call you back to connect you to the conference. 2 Select the callback number / address to be [...]

  • Page 28

    Microsoft—P olycom Meeting Scenarios 1-24 3 The Office Communicator is expanded to show the video window and the conference controls, and your self image is disp layed in the video w indow. In addition, the conference connection parameters are displayed in the Conversation window.[...]

  • Page 29

    Polyc om-Microsoft User ’s Guide 1-25 An Office Communicator User Invites anot her Office Communicator Contact to the C onference Office Communicator users running a conference can invite other Office Communicator users to their conference. To Invite another Office Communicator user to y our conference : 1 In Office Communicator, click Actions an[...]

  • Page 30

    Microsoft—P olycom Meeting Scenarios 1-26 2 Select the contact to be invited to your conference from the contacts list, or enter the cont act name to find. An invitati on is sent from the inviter to the invitee’s Office Commun icator UA with the con ference details which are disp layed in the invitee's Office Communicator client. 3 The inv[...]

  • Page 31

    Polyc om-Microsoft User ’s Guide 1-27 An Office Communicator User Joins an Exis ting Conference An Office Communicator user can select to join someone else's conference by specifying the conference details (name and password). To Join an existing confe rence: 1 In Office Communicator, click Actions, click Mor e, and then click Join an Exist [...]

  • Page 32

    Microsoft—P olycom Meeting Scenarios 1-28 3 The user gets an invitatio n in his Conv ersatio n window with the conference details. The user can join the conference with their preferred media either by dialing in using t he displayed co nfer ence SIP URI, or select/specify a callback number/ address in the displa yed Join th e Confe rence dialog.[...]

  • Page 33

    Polyc om-Microsoft User ’s Guide 1-29 An Office Communicator User D ials out to another Office Comm unicat or Use r Office Communica tor users can specify and add a new participa nt to their ongoing conference. The invitee MUST be on the user’s Office Comm unic ator c ontac t list bu t can be offl ine or can be away and the connection can be do[...]

  • Page 34

    Microsoft—P olycom Meeting Scenarios 1-30 The New Phone Nu mber dialog b ox opens. The MGC system supports the use of a dial plan for parsing and inter pretin g a rece ived nu mber as an H.32 3 alias, SIP URI or ISDN number to be used accordingl y by the MGC system for initia ting a callback to tha t device. The E.164 number (no SIP URI) is conve[...]

  • Page 35

    Polyc om-Microsoft User ’s Guide 1-31 Adding Audio/Video to an Office Communicator Multiparty IM Se ssion In this scena rio the a multi party IM session is escalated into a n audio / video conference on a Polycom MGC unit from the Office Communicator toolbar. To escalate an Office Communicator multiparty IM Session to an audio/ video multipo int [...]

  • Page 36

    Microsoft—P olycom Meeting Scenarios 1-32 The Join the Confe renc e dialog box opens in the Co nversat ion window. 2 The IM session organizer can select / specify a ca llback number / address to be used by the system, or selects Computer to use the audio/video device used by Office Communicator itself. The IM session o rganize r can s elect any o[...]

  • Page 37

    Polyc om-Microsoft User ’s Guide 1-33 5 Click the link to sel ect the callback option . The Join Conf erence dialog box is displ ayed in the remaining participants Of fice Communicat or client. 6 Select/specify a callback number / a ddress to be used by th e system, or selects Computer to use the endpoint connected to the user’s Office Commun i[...]

  • Page 38

    Microsoft—P olycom Meeting Scenarios 1-34 Scheduling a Meeting—Offi ce Communicator–Outlook Integration Office Communicator users can schedule conferences using Outlo ok from their Office Communicator client. To schedule a co nference: 1 In Office Communicator, on the Action s menu, click Schedule a Conference .[...]

  • Page 39

    Polyc om-Microsoft User ’s Guide 1-35 The Outlook New Meeting Reques t window opens, with the meeting organi zer’s conferenc e info rmatio n taken fro m the co nferenc e parameters configured in the Office Communicator Options— Accounts. For detailed description, see "Defining the Conferencing Properties in your Off ice Communicator” o[...]

  • Page 40

    Microsoft—P olycom Meeting Scenarios 1-36 Starting a Data Sharing Session During an ongo ing point -to-poin t or mu ltipoint a udio an d video meeti ng you can add data sharing; applica tion sharing a nd whiteboard. The da ta sharing in vitation is sent to all meeting pa rticipants. To start a data sh aring sessio n during an on going conf erence[...]

  • Page 41

    Polyc om-Microsoft User ’s Guide 1-37 Once the invitation is accepted by the meeting participants, the Sharing Con trols at the bottom of the Conver sation wi ndow ar e enabled. 3 Click the Application Sha ring button to start an a pplication sha ring session.[...]

  • Page 42

    Microsoft—P olycom Meeting Scenarios 1-38 The Sharing d ialog box open s. 4 Click the applicati on you want to sh are, and click the Share button . The Application opens on the computers o f all meeting participants.[...]

  • Page 43

    Polyc om-Microsoft User ’s Guide 1-39 Conference Control via Office Communicator SIP - CX Proto col Once the conference has started, the meeting organizer can perform various operatio ns using the O ffice Communi cator controls . Controls ava ilable to the meeting organ izer: •S e l f M u t e / U n m u t e • L eave con fer en ce • Lock co n[...]

  • Page 44

    Microsoft—P olycom Meeting Scenarios 1-40 In addition, using the parti cipant menu, the meeting organizer can: • Mute/Unmute a participa nt • Remove participant from the co nference • Play recorded an nouncement • Send a file or e-mail to the participant[...]

  • Page 45

    A-1 A Appendix A : Multipoint Conferencing Settings This appendix descri bes the configuratio n procedures required to enable mult ipoint confe rencin g with O ffice Communicator and Windows Messenger clients. Several procedures are re quired by Office Communicator users only, to enable direct conferencing, monitoring and control capabilities and c[...]

  • Page 46

    Appendix A: Multipoint Con ferencing Setti ngs A-2 Enabling Office Commun icator Conferencing Features This procedure is required on ly when using Office Communicator confere ncing fe atures to start, joi n or contr ol a multi point a udio and vid eo conference directly from within Office Communicator. This section de scribes enablin g the followin[...]

  • Page 47

    Polyc om-Microsoft User ’s Guide A-3 6 Right-clic k the Administrati ve Templates , and then select Add/ Remove Templates . 7 In the Add/Re move Template s dialog box, click the Add button.[...]

  • Page 48

    Appendix A: Multipoint Con ferencing Setti ngs A-4 8 In the Policy Templates d i a l o g b o x , s e l e c t communicator.adm and click Open . The selected file is added to the Add/ Rem ove T empl ates dialog box. 9 In the Ad d/Re move Tem plate s dialog box, click Close . 10 In the Group Policy wind ow, in th e Local Computer Policy tree, expand t[...]

  • Page 49

    Polyc om-Microsoft User ’s Guide A-5 11 In the Feature Policies - Setting s list, d ouble-click Enable Confer encing . The Enable C onferen cing Prope rties di alog bo x opens. 12 Click Enabled , and OK .[...]

  • Page 50

    Appendix A: Multipoint Con ferencing Setti ngs A-6 The system returns to the Group Policy win dow. Enabling video calls with Office Communicator 13 In the Group Policy wind ow, in the features list displayed on the right pane, double-click the Pre vent video calls op tion. 14 In the Prevent video calls Properties dialog box, click the Disable d but[...]

  • Page 51

    Polyc om-Microsoft User ’s Guide A-7 Enabling data sharing with Office Communicator 16 In the Group Policy window, in the features list displayed in the right pane, double-c lick the Prevent collab oration fe atures opti on. 17 In the Prevent collabo ration fe atures pr operties dialog bo x, click the Disable d button. 18 Click OK . The system re[...]

  • Page 52

    Appendix A: Multipoint Con ferencing Setti ngs A-8 Bandwidth Allocati on Modi ficatio n This procedure is optional and is required only if you need to chan ge the default bandwidth a llocated by Office Commun icator (def ault al location is 1 MB per s econd) for au dio and video call s. To modify the Ba ndwidth allocated to Off ice Communicator aud[...]

  • Page 53

    Polyc om-Microsoft User ’s Guide A-9 2 In the Limit bandwidth for audio and video calls Propert ies dialog box, click Enabled. 3 In the Maximum ban dwidth box, enter the maximum bandwidth that can be allocated to a video call. For example, to limit the bandwidth to 384 Kbps, enter 384000. 4 Click OK . 5 Close the Grou p Policy window without savi[...]

  • Page 54

    Appendix A: Multipoint Con ferencing Setti ngs A-10 Modifying Windows Hosts L ist to Incl ude the LCS This procedure is required to enable data transfer between your computer and the LCS. To defi ne the LCS as a local host: 1 Using Wind ows Explorer, browse to the following folder: C:WINDOWSsystem32 driversetc or in the Address bo x, enter %wi [...]

  • Page 55

    Polyc om-Microsoft User ’s Guide A-11 For example: 172. 22.187.159 pool01.ip. co.il 172. 22.187.159 ip.co.il 4 Save the file.[...]

  • Page 56

    Appendix A: Multipoint Con ferencing Setti ngs A-12 Signing-in Windows Messenger and Office Communicator Clients to the Live Communications Server To sign in Win dows Messen ger and Office Comm unicator users to the LCS, the IP address of th e LCS server must be configured in the Windows Messenger and the Office Communicator. Office Communicator Co[...]

  • Page 57

    Polyc om-Microsoft User ’s Guide A-13 3 Click the Accounts tab. 4 Click the Adv ance d button. 5 Enter the sign-i n name as defined i n the LCS. 6 In the Advance d Connecti on Settings dialog box, click Configure settings .[...]

  • Page 58

    Appendix A: Multipoint Con ferencing Setti ngs A-14 7 In Server name o r IP add ress field, enter the IP address of the LCS ser ver. 8 In the Connect us ing box, select TCP as the protocol to use for the conn ection. 9 Click OK . 10 Click OK to exit t he Options dialog box.[...]

  • Page 59

    Polyc om-Microsoft User ’s Guide A-15 W indow s Messenge r Confi guration To configure the connectio n parameters: 1 Open Windo ws Mess enger. 2 On t he Tools menu, click Opti ons . 3 Click the Accounts tab. 4 In the Options—Accounts dialog box, in the SIP Comm unications Se rvice Ac coun t section, m ake sure t hat the My contacts include user[...]

  • Page 60

    Appendix A: Multipoint Con ferencing Setti ngs A-16 6 In the S IP Communi cations Service Conne ction Configur ation dialog box, click Configure settings . 7 In Se rver na me or IP ad dress box, enter the IP address of the LCS server (Server B in the configuration). 8 In the Connect us ing section, select TCP as the protocol to use for the conn ect[...]

  • Page 61

    Polyc om-Microsoft User ’s Guide A-17 Defining the Conferencing Properties i n your Office Communicator The properties defined here are based on the Meeting Room properties created by the system administrator in the MGC Manager. These parameters enable yo u to automaticall y start and join your conference from Office Comm unicator. Before proceed[...]

  • Page 62

    Appendix A: Multipoint Con ferencing Setti ngs A-18 3 In the Confer encing I nform ation section, enter th e following informati on: 4 Click OK . Ta b l e A - 1 Confer ence Informat ion Parame ters Field Description Conferen ce ID Enter the n ame assign ed to you r Meeting Room in the MGC environment. If an Entry Queue is used for confer ence acce [...]

  • Page 63

    Polyc om-Microsoft User ’s Guide A-19 Adding a Meeting Room or an Entry Queue to the Buddy List To enable the multipoint conferencing scenarios from Windows Messenger or Office Communicator (without SIP-CX component), the Meeting Rooms and Entry Qu eues must be added to their buddy lis ts. This procedure is performed only after the Meeting Room o[...]

  • Page 64

    Appendix A: Multipoint Con ferencing Setti ngs A-20 2 Select the option to add the cont act by e-m ail addr ess, and click Next . 3 Enter the Meeting Room/Entry Queue e-mail address, or use the Search opti on, and th en click Next . A confirmatio n message is dis played. 4 Click Fini sh . The name of the Meeting Room or Entry Queue appears in the O[...]

  • Page 65

    Polyc om-Microsoft User ’s Guide A-21 W indows Messenger To add t he Meeting Room o r Entry Queu e as a Co ntact in the Windo ws Messenger budd y list: Once the Meeting R oom is defin ed, it can be added to the buddy list of a ll Windows M essenger users in the o rganization . 1 On t he Tools menu, click Add a Contact . The Add a Contact wizard o[...]

  • Page 66

    Appendix A: Multipoint Con ferencing Setti ngs A-22 3 Make sure that the selected service is SIP and enter the Meeting Room/Entry Queue SIP address. The name of the Meeting Room or Entry Queue appears in the Windows Messe nger Buddy list.[...]

  • Page 67

    Polyc om-Microsoft User ’s Guide A-23 Adding Endpoints to Offi ce Communicator and Windows Messenger Buddy Lists Once the endpoint is registered with LCS , you can add it to the buddy list of Windows M essenger and Office Com municator. For a detailed descrip tion of e ndpoint co nfigurati on and the c reation of it s user accoun t in the LCS, se[...]

  • Page 68

    Appendix A: Multipoint Con ferencing Setti ngs A-24[...]