WebOffice Release Notes Version 7.0.1 January 2005 DOC2063G Copyright © 2004 Polycom, Inc. All Rights Reserved All text and figures included in this publication are the exclusive property of Polycom, Inc., and may not be copied, reproduced or used in any way without the express written permission of Polycom, Inc. Information in this document is subject to change without notice. This document also contains registered trademarks and service marks that are owned by their respective companies or organizations. If you have any comments or suggestions regarding this document, please send them via e-mail to info@polycom.com. Catalog No. DOC2063G Version 7.0.1 Notice While reasonable effort was made to ensure that the information in this document was complete and accurate at the time of printing, Polycom, Inc. cannot assure the accuracy of such information. Changes and/or corrections to the information contained in this document may be incorporated into future issues. Table of Contents Version 7.0.1 Package Contents .......................................................... 1 System Requirements .....................................................................................................1 Server Requirements ..............................................................................................1 Recommended Requirements ..........................................................................1 Minimum Requirements ..................................................................................2 Client Software Requirements .........................................................................2 Web Client Software Requirements .................................................................2 Meeting Conference Requirements .......................................................................3 Installing Polycom WebOffice server .................................................. 4 Activating WebOffice ....................................................................................................4 New Installation .............................................................................................................7 Update an Existing 6.X Version ..................................................................................12 Uninstalling Polycom WebOffice Server ....................................................................17 Polycom WebOffice License Upgrade ........................................................................19 WebOffice and MGC Configuration.................................................... 20 WebOffice MGC Settings ............................................................................................20 WebOffice and MGC Configuration ....................................................................21 Configuring the WebOffice Server ..............................................................................22 Configuring the MGC Unit to use an External Database Application for MGC Version 6.0 .................................................................................................................................27 Setting the External Database Access Flag ..........................................................27 Configuring the XML Configuration File ............................................................29 Configuring the MGC Unit to use an External Database Application for MGC Versions 6.01 and Higher ............................................................................................................31 Configuring IVR Message Services to Verify Participant Passwords .........................35 Version 7.0.1 - New Features List....................................................... 46 Version 7.0.1 - WebOffice General Features ..................................... 47 WebOffice Video Plug-in ............................................................................................47 Requirements ........................................................................................................48 Downloading the WebOffice Video Plug-In Software ........................................48 "View Only" Mode ........................................................................................51 Using a Web Camera or a ViaVideo Endpoint ..............................................52 Windows Messenger Integration Mode .......................................................................54 Initiating WebOffice Functionalities in Windows Messenger .............................55 Initiating Audio, Video and Data Conferences ....................................................57 Accepting a Conference Invitation in Windows Messenger ..........................58 Joining a Conference as a Dial-out Participant ..............................................59 Initiating the Conference Organizer .....................................................................61 Changing Conference and User Properties ..........................................................63 Associating an Endpoint with Windows Messenger .....................................64 Defining the Server for Windows Messenger Mode ............................................65 I Polycom WebOffice Release Notes Version 7.0.1 Creating Accounts for Window Messenger Users ............................................... 66 Using the Bulk Accounts Generator Tool ..................................................... 66 Distributing and Installing the Installation File ............................................. 68 Direct Video Call ......................................................................................................... 70 Placing a Call (Point-to-Point) ............................................................................. 70 Ending a Call ................................................................................................. 73 Answering a Call .................................................................................................. 73 Manually ........................................................................................................ 73 Missed Calls .................................................................................................. 74 Automatically ................................................................................................ 74 Dial Out ....................................................................................................................... 75 Defining the Default Dialing Settings .................................................................. 75 Modifying the Default Dialing Mode from the Conference Organizer ............... 78 Accepting a Dial-out Conference Invitation ........................................................ 82 Dial-Out Permissions ........................................................................................... 83 Selecting the Call Type: IP or ISDN ........................................................................... 86 Conference Organizer .................................................................................................. 87 Launching the Conference Organizer Window ................................................... 87 Starting a New Conference from the Conference Organizer ............................... 88 Defining the Dialing Mode from the Conference Organizer ............................... 90 Version 7.0.1 - Limitations, Corrections and Pending Issues ......... 94 Version 7.0.1 System Limitations ............................................................................... 94 II Version 7.0.1 Package Contents Version 7.0.1 Package Contents The Polycom WebOffice Version 7.0.1 software and documentation CD includes the following items: · Polycom WebOffice software: -- Polycom WebOffice Server -- Polycom WebOffice Administrator Web Support · Documentation: -- Polycom WebOffice 7.0.1 Administrator's Guide -- Polycom WebOffice 7.0.1 User's Guide -- Polycom WebOffice 7.0.1 Release Notes System Requirements Server Requirements Recommended Requirements Following are the Polycom WebOffice Server recommended requirements: · · · · · Pentium-4 1GHz and higher (dual processor recommended) 1024 MB RAM Internet Connection - LAN to router connected to the Internet at 1.5 Mbps or higher 100 Mbps PCI network adapter providing LAN connection 40 GB on disk (required for System/SW/Session, and for Offices data + spare), preferably high speed SCSI supporting 160 Mbps transfer rate (3x18GB full RAID recommended) Software -- Windows 2000 Server, Windows 2003 Server · · Environment -- Firewall protection - usually TCP port 80 (HTTP) and ICMP are to be open for inbound traffic toward the server with state-full inspection activated -- Optional - working in TCP mode port 83 1 Polycom WebOffice Release Notes Version 7.0.1 Minimum Requirements Following are the Polycom WebOffice Server minimum requirements: · Minimum Server Specs for WebOffice License levels: -- 5 Licenses - Pentium-III 700 MHz, 500 MB RAM and 10 GB hard disk with · · 512 Kbps connection -- 25 Licenses - Dual Pentium-III 500 MHz, 1 GB RAM and 40-GB hard disk with 1.0 Mbps connection -- 100 Licenses - Pentium-4 1.2 GHz, 1 GB RAM and 60-GB hard disk with RAID 0, 1.0 Mbps or higher connection -- 250 Licenses - Dual Pentium-4 2.x GHz, 2 GB of RAM and 100-GB hard disk with RAID, 1.5 Mbps connection -- 500 or more - Dual Pentium-4 with highest speed, 2 GB of RAM minimum and 20-GB install disk and 100-GB data disk with the data disk RAID 5 Striped, with 1.5 Mbps or higher connection Software -- Windows 2000 Server Environment -- Firewall protection - only TCP port 80 (or any other port the server was configured to work with) (HTTP) and ICMP are to be open for inbound traffic towards the server with state-full inspection activated Client Software Requirements Following are the Polycom WebOffice Client software recommended requirements: · · Standard Pentium-III 600 (or higher) Windows PC Software -- Windows 2000/XP -- IE 4.0 and higher / Netscape 7 and higher · Environment -- 128 MB RAM and higher -- Internet connection - 128 Kbps and higher Web Client Software Requirements Following are the Polycom WebOffice Web Client software minimum requirements: · Software -- Windows 2000/ME/XP, Mac or Linux -- Windows OS: IE 5.0 and higher / Netscape 7.0 and higher -- Mac OS: IE for Mac 5.2 and higher / Netscape 7.1 and higher -- Linux OS: Netscape 7.1 and higher · Environment -- Internet connection 2 Version 7.0.1 Package Contents Meeting Conference Requirements Following are the Polycom WebOffice configuration requirements for audio and video meetings: · Audio conference -- MGC VoicePlus or Voyant OCI -- WebCommander - optional but recommended when working with MGC unit · version 5.0 and lower Point-to-Point video conference -- ViaVideo I and II, software version 4.0 and higher / ViewStation endpoints. · ViewStation models include ViewStation FX, ViewStation EX, ViewStation FS 4000 - software version 5.1 and higher, and ViewStation VSX 7000 - software version 5.0 and higher. -- Gatekeeper (PathNavigator is recommended) - optional but recommended Multipoint video conference -- Polycom MGC version 6.1 higher -- ViaVideo I and II, software version 4.0 and higher / ViewStation endpoints. ViewStation models include ViewStation FX, ViewStation EX, ViewStation FS 4000 - software version 5.1 and higher, and ViewStation VSX 7000 - software version 5.0 and higher. -- WebCommander - optional but recommended when working with MGC unit version 5.0 and lower -- Gatekeeper (PathNavigator is recommended) - needed for IP 3 Polycom WebOffice Release Notes Version 7.0.1 Installing Polycom WebOffice server Activating WebOffice The activation key code to activate Polycom WebOffice is received directly from the Polycom Web site. The activation key code must then be entered in the WebOffice Administrator's page to activate WebOffice. This procedure must be performed prior to using WebOffice. To activate your Polycom WebOffice: 1. Access the Polycom Web site http://extranet.polycom.com. 2. If necessary, create a New User Account. If you already have a user account, log in. 4 Installing Polycom WebOffice server 3. Click the Product Activation link. The Product Activation page opens. 4. 5. 6. 7. Under Single License Number enter the License Number that is located on the back label of your WebOffice CD ROM. Press the TAB key. License number will be identified and First Time Installation checkbox will appear. Check First Time Installation checkbox and Serial Number will appear. 5 Polycom WebOffice Release Notes Version 7.0.1 8. 9. Click the Generate button and Key Code will be obtained. Open your WebOffice Administrator's tool. The Install/Upgrade License page opens. 10. In the Main Menu pane, click Install/Upgrade License. 11. In the Key Code box an ...