User manual POLYCOM V500

Administrator's Guide for the V500 System Version 8.5 May 2006 Edition 3725-21743-006/A Version 8.5 Trademark Information Polycom® and the Polycom logo design are registered trademarks of Polycom, Inc. V500TM, Global Management SystemTM, People+Content IPTM, SirenTM, and V2IU are trademarks of Polycom, Inc. in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc. © 2006 Polycom, Inc. All rights reserved. Polycom Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format. As between the parties, Polycom, Inc. retains title to, and ownership of, all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g. a book or sound recording). Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. About this Guide The Administrator's Guide for the V500TM System is for administrators of the V500 system who need to configure, customize, manage, and troubleshoot the V500 system. The following related documents for the V500 system are available at www.polycom.com/videodocumentation: · · · · Setting Up the System, which describes how to set up the hardware Getting Started Guide for the V500 System, which describes how to perform video conferencing tasks Setup Sheets, which describe how to install optional hardware Release Notes For support or service, please contact your Polycom® distributor or go to Polycom Support at www.polycom.com/support. Polycom recommends that you record the serial number and option key of your V500 system here for future reference. The serial number for the system is printed on the unit. System Serial Number: ____________________________________________ Option Key: ____________________________________________________ iii Administrator's Guide for the V500 System iv Contents 1 Introducing the V500 System . . . . . . . . . . . . . . . . . . . . . . . 1-1 System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Industry-Leading Audio and Video Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rich Conference Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enhanced User Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Easy Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Security and Network Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 1-2 1-2 1-3 1-3 1-3 1-4 2 Setting Up Your System Hardware . . . . . . . . . . . . . . . . . . . 2-1 V500 System Back Panel View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Positioning the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Connecting the Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Connecting the System to the Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Connecting to the LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Connecting to the ISDN BRI Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Connecting Headphones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing Batteries in the Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Powering On the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 2-2 2-2 2-3 2-3 2-3 2-4 2-4 2-4 3 Configuring Network Use . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Using the Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Configuring LAN Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Setting Up Your IP Network Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Calling Within an Intranet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Calling Through a Cable or DSL Modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Calling Through a Network Router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Configuring Router Port Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Configuring Firewall and NAT Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11 H.460 NAT Firewall Traversal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 Calling Through a Router, Using a DMZ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14 Configuring IP Network Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15 Configuring H.323 Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-15 Configuring Integration with Avaya Networks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17 Configuring the System to Use a Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18 Configuring SIP Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20 v Administrator's Guide for the V500 System Integration with Microsoft Live Communications Server (LCS) . . . . . . . . . . . . . . Adding and Removing Microsoft LCS Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Quality of Service (QoS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Your ISDN Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preparing Your ISDN Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the ISDN Network Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Call Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring Dialing Order Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Global Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Directory Server Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Setting the Dialing Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Placing a Test Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Checking System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Keeping your Software Current . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21 3-22 3-23 3-24 3-24 3-25 3-27 3-29 3-31 3-31 3-32 3-32 3-33 3-33 4 Customizing the V500 System . . . . . . . . . . . . . . . . . . . . . . 4-1 Designing Video Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Configuring Camera Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Configuring the Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 Using Dual Monitor Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5 Adjusting the Monitor's Color Balance, Sharpness, and Brightness . . . . . . . . . . . . 4-6 Preventing Monitor Burn-In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7 Displaying Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7 Designing Audio Behaviors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9 Designing the User Experience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10 Managing User Access to Settings and Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11 Setting the Room and Remote Access Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11 Screens that Require the Room Password for Access . . . . . . . . . . . . . . . . . . . . . . . 4-12 Letting Users Customize the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13 Limiting What Users Can Do With the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13 Using the System for Specialized Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Setting Passwords and Security Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Enabling AES Encryption . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Configuring Call Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Setting the Call Answering Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17 Configuring Directory Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18 Setting Date, Time, and Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19 Customizing the Workspace Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21 Designing the Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21 Displaying Contacts on the Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23 Adding Marquee Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Adding Screen Saver Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25 Adding a Screen Saver News Feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26 Adding a Screen Saver Logo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26 Changing System Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27 Setting Ring Tones and Alert Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27 Configuring Remote Control Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28 Configuring Closed Captioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29 vi Contents Audio Options for Closed Captioners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Providing Closed Captions for Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Providing Captions Via the V500 web interface . . . . . . . . . . . . . . . . . . . . . . . . . . . Providing Captions Via a Telnet Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Getting Started with Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29 4-29 4-29 4-30 4-31 5 Managing the System Remotely . . . . . . . . . . . . . . . . . . . . . 5-1 Using the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Accessing the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Monitoring a Room or Call with the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Creating a Localized System Name with the V500 Web Interface . . . . . . . . . . . . . . . . . 5-3 Implementing Basic Mode with the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Managing System Profiles with the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Managing Directories with the V500 Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-5 Configuring Global Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Viewing the Management Servers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Requiring an Account Number for Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6 Adding My Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Requesting Technical Support from the Global Management System Administrator . 5-8 Setting Up SNMP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Downloading MIBs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Configuring for SNMP Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10 6 System Usage and Statistics . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Call Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Content Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recent Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Detail Report (CDR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Information in the Call Detail Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Call Detail Report Archives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 6-2 6-3 6-3 6-3 6-4 6-5 6-7 7 Diagnostics and General Troubleshooting . . . . . . . . . . . . . 7-1 Sending a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 System Screens Quick Reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 Diagnostic Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 General Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6 Power and Start-up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7 Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8 Access to Screens and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9 Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10 Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13 Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15 Error Indications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17 vii Administrator's Guide for the V500 System System Lights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17 Network Interface Lights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18 How to Contact Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18 Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Appendix-1 Port Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Actions that Cause the System to Restart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cable Descriptions and Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LAN Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Composite Video Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q.850 Cause Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Appendix-1 Appendix-3 Appendix-4 Appendix-4 Appendix-5 Appendix-5 Regulatory Notices . . . . . . . . . . . . . . . . . Regulatory Notices-1 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1 viii 1 Introducing the V500 System Your V500 video conferencing system is a state-of-the-art visual collaboration tool. With crisp, clean video and crystal-clear sound, your V500 system provides the essential tools your home or small business needs for video conferencing over broadband networks. System Components This section describes the standard components that come with the V500 system. For technical specifications and detailed descriptions of features available for the V500 system, please refer to the product literature at www.polycom.com. Additional options may also be available. For more information, please contact your Polycom distributor. Two models of the V500 system are available -- IP only, and IP with ISDN. 1-1 Administrator's Guide for the V500 System Name V500 system Component Description The V500 system delivers high-quality, face-to-face video communication in a sleek package that includes the camera and microphone. Remote Control The remote control is designed to make it easy to set up and operate the system -- color-coded buttons correspond to system features. The composite video cable is a triple RCA cable with S-video that connects the V500 system to a monitor. The LAN cable connects the system to the IP network. The BRI cable connects the system's single BRI network interface to the ISDN network. The power supply connects power to the system. Composite video cable LAN cable BRI cable (ISDN model only) Power supply Documentation Read Me First Setting Up the V500 System V500 system documentation CD Key Features Industry-Leading Audio and Video Quality · Best video -- The H.264 standard provides consistent, high-quality video at data rates up to 768 kbps in IP H.323 calls, and up to 128 kbps in ISDN H.320 calls. State-of-the-art audio quality -- The V500 system offers Polycom SirenTM 14 or G.722.1c 14 kHz wideband audio that delivers near CD-quality sound. Adjustable bandwidth for content -- The call quality preference can be set to Content (90% content, 10% people), People (10% content, 90% people), or Both (50% content, 50% people). · · 1-2 Introducing the V500 System Rich Conference Experience · Content display -- Install the People+ContentTM IP software application on your computer, and then use the V500 system to show content (such as spreadsheets and video clips) to other sites in the video conference. Split-screen viewing -- Use Dual Monitor Emulation (split-screen viewing) to see near-site people, far-site people, and content on one monitor. · Enhanced User Experience · Customizable home screen -- Customize the home screen to support different types of users: -- Novice users -- Offer just a few options, so users need little or no training. -- Advanced users -- Provide a wide range of video conferencing features. · · · Customizable look and feel -- Set up the workspace to suit your environment. Easy-to-use remote control -- Navigate through the configuration screens and place calls easily using the color-coded remote control buttons. Call Scheduler -- Use the calendar and call scheduling feature to schedule video conferences. The system automatically calls the site you selected on the date and time you specified. For recurring calls, you can indicate whether you want the system to automatically make the call daily, weekly, or monthly. Easy Installation · Firewall (UPnPTM) support -- The V500 system offers support for routers that support UPnP (Universal Plug and Play) NAT traversal, making video conferencing setup easier for users in homes and small offices. IP or ISDN calling -- The V500 system has a built-in 10/100 Mb Ethernet port for IP calls. Two models of V500 are available -- IP only, and IP with ISDN. The V500 IP with ISDN model provides a single BRI network interface to make calls over your ISDN telephone lines. Easy configuration wizard -- The system setup wizard detects your network connections and guides you through configuring the system to work on an IP network or an ISDN. Auto-sensing power supply -- The system automatically adjusts for line voltages from 90 to 260 V and line frequencies from 47 to 63 Hz. · · · 1-3 Administrator's Guide for the V500 System Security and Network Management · AES encryption -- Enable the integrated AES encryption to automatically encrypt calls to other AES-capable systems, without external encryption equipment. Remote access -- Configure, manage, and monitor the system from a remote computer using the V500 web interface, the Polycom Global Management SystemTM, or SNMP. Alternatively, you can choose not to allow remote management. Secure system management -- Use the room password and the remote access password on the system to prevent others from changing system configuration. Room monitoring -- Monitor rooms in or out of a call using the Web Director feature, accessible through the V500 web interface. Call Detail Reports -- Access the system's call history from the V500 web interface. You can download the data to a spreadsheet application for sorting and formatting. Remote diagnostics -- Identify and correct issues that affect the video conferencing experience using tools in the V500 web interface. SNMP reporting -- Receive SNMP traps that can indicate conditions. · · · · · · 1-4 2 Setting Up Your System Hardware This chapter provides information to supplement the setup sheet provided with your system. A printed copy of the system setup sheet is provided with each V500 system. PDF versions of the system setup sheets are available at www.polycom.com/videodocumentation. V500 System Back Panel View This illustration identifies the system's back panel connectors. S-video output from system For monitor video BRI connector For ISDN calls (not present on IP-only systems) Headphone jack For optional headphone Power connector For power supply Power switch DC IN 12V BRI LAN Composite video output from system For monitor video (if S-video output is not used) Audio output from system For monitor audio LAN connector For IP or SIP calls, People+Content IP, and remote access 2-1 Administrator's Guide for the V500 System Positioning the System Position the system so that the camera does not face toward a window or other source of bright light. To position the system: Place the V500 system on top of your TV monitor. For optimal audio and video performance, locate the monitor within 5 to 10 feet (1.5 to 3 meters) away from the people in the call. . 3 - 10 ft. (1 - 3 m) Connecting the Monitor You must connect a TV monitor to the V500 system. You can use either an NTSC or PAL monitor, depending on your system. The back panel view, shown on page 2-1, shows the location of the video and audio connectors used for the monitor. You must use the same type of video connector on the V500 system as on the monitor. For example, if you use the S-video connector on the system, use the S-video connector on the monitor. Polycom recommends using S-video because it provides superior video quality. 2-2 Setting Up Your System Hardware Connecting the System to the Network All V500 systems can be connected to a LAN to make IP calls. This section tells you how to physically connect the system to the LAN or to ISDN (if you purchased the V500 IP with ISDN system). The back panel view, shown on page 2-1, shows the location of the LAN and ISDN BRI connectors. Connecting to the LAN The V500 system comes standard with a LAN cable. You must connect the system to a LAN to: · · · · Make IP or SIP calls Use the Global Directory Server Use the V500 web interface or People+Content IP Update system software using the Polycom Softupdate program The back panel view on page 2-1 shows the location of the LAN connector. The setup sheet for your system also provides this information. Connecting to the ISDN BRI Network The V500 IP with ISDN system includes an ISDN BRI network interface, which allows you to make ISDN calls. If your site does not use an internal telephone system (PBX), you may need an NT-1 device to connect to the ISDN BRI network. A PBX or NT-1 device provides the S/T interface that the system's BRI network interface requires. To connect the system to the ISDN BRI network: 1. Make sure the system is powered off. 2. Connect the BRI cable from the BRI connector on the back of the system to the ISDN or to your NT-1 device, as appropriate. 3. If you are using an NT-1 device, connect it to the ISDN. 2-3 Administrator's Guide for the V500 System Connecting Headphones You can connect headphones to the V500 system to listen to your calls privately. The back panel view on page 2-1 shows the location of the headphone jack. Installing Batteries in the Remote Control The remote control uses three AAA batteries, which are included with the system. To install batteries in the remote control: 1. Remove the battery cover from the back of the remote control. 2. Refer to the diagram inside the remote control, and install the batteries in the orientation shown. 3. Reinstall the battery cover on the remote control. The system notifies you when the batteries need to be replaced. Powering On the System The V500 system has an external power supply. Do not use a power supply other than the one supplied with your V500 system. Using the wrong power supply will void the warranty and may damage your system. The back panel view, shown on page 2-1, shows the location of the power connector and power switch. To power on the system: 1. Make sure you have connected all equipment to the system, and then connect the power cord to a wall outlet. 2. Power on the monitor. 3. Press the power switch located at the back of the system. 2-4 3 Configuring Network Use The V500 system is factory configured to enable you to easily and quickly make video calls in most network situations. However, because networks vary from business to business and home to home, you may need to change some of the default settings or perform other network configuration. This chapter begins by helping you determine which type of network configuration you have. It then provides you with the steps you need to take to prepare your particular network for video calling. If you need to change any of the initial settings to accommodate your organization's environment, you can manually adjust them using the screens described in this chapter. Because there are two models of V500 system, your system might not display all of the configuration choices listed in this chapter. Using the Setup Wizard When you power on the system for the first time, the setup wizard detects your system's IP and ISDN connections, and leads you through the minimum configuration steps required to place a call. The setup wizard allows you to set a room password, which allows you to limit access to the Admin Settings. The default room password is the 14-digit system serial number. Make sure you can recall the room password if you set one. If you forget the password, you will have to reset the system, delete the system files, and run the setup wizard again in order to access the Admin Settings and reset the password. For information about resetting the system, see Reset System on page 7-6. 3-1 Administrator's Guide for the V500 System You can run the setup wizard or view the configuration screens in either of these two ways: · Directly on the system -- Use the remote control to navigate the screens and enter information. You can use the number pad on the remote control to enter text just like you can with a cell phone. From a remote location -- Use a web browser to access the V500 web interface. To do this, your network must be set up and you need to know the IP address of the system; therefore, this may not be an option if you are installing your system for the first time in a new location. · You can use the V500 web interface to configure all of the system settings except the remote management settings. These settings must be configured on the local system by an administrator. For more information about the V500 web interface, see Managing the System Remotely on page 5-1. Configuring LAN Properties If you are connecting your V500 system directly to a cable or Digital Subscriber Line (DSL) modem, you need to know the public IP address assigned to your system by your Internet Service Provider (ISP) before you begin. Your ISP will provide you with one of these IP addresses: · Static IP address ­ This address is reserved for your system and will not change. Your ISP should also provide you with the DNS server address, default gateway address, subnet mask, and WINS server IP address. Dynamic IP address ­ This address is obtained from your ISP's DHCP server and, therefore, may change. When you choose this option, the DNS server address, default gateway address, and other settings fill in automatically. · To configure LAN properties: 1. Go to System > Admin Settings > LAN Properties. 2. Configure these settings: Setting Connect to my LAN Host Name Description Specifies whether the system is part of the LAN. Changing this setting causes the system to restart. Specifies the system's DNS name. Changing this setting causes the system to restart. 3-2 Configuring Network Use Setting IP Address Description Specifies how the system obtains an IP address. · Obtain IP address automatically -- Select if the system gets an IP address from the DHCP server on the LAN. Enter IP address manually -- Select if the IP address will not be assigned automatically. · Changing this setting causes the system to restart. Your IP Address is or Use the Following IP Address Domain Name If the system obtains its IP address automatically, this area displays the IP address currently assigned to the system. If you selected Enter IP Address Manually, enter the IP address here. Changing the IP address causes the system to restart. Displays the domain name currently assigned to the system if the system is a member of a domain within an organization. If the system does not automatically obtain a domain name, enter one here if needed for your organization's network. 3. Select Setting DNS Servers and configure these settings: Description Displays the DNS servers currently assigned to the system. If the system does not automatically obtain a DNS server address, enter up to four DNS servers here. Changing this setting causes the system to restart. Default Gateway Displays the gateway currently assigned to the system. If you are using a router for Internet access, the Default Gateway will be the router's internal address. If the system does not automatically obtain a gateway IP address, enter one here. Changing this setting causes the system to restart. Subnet Mask Displays the subnet mask currently assigned to the system. If the system does not automatically obtain a subnet mask, enter one here. Changing this setting causes the system to restart. WINS Server Displays the WINS server currently assigned to the system. If the system does not automatically obtain a WINS server IP address, enter one here. Changing this setting causes the system to restart. WINS Resolution Sends a request to the WINS server for WINS name resolution. 3-3 Administrator's Guide for the V500 System Setting LAN Speed Description Specifies the LAN speed to use. Note that the speed you choose must be supported by the switch. Choose Auto to have the network switch negotiate the speed automatically. If you choose 10 Mbps or 100 Mbps, you must also select a duplex mode. Note: Be sure that the device and the switch settings match. Typically, selecting Auto for both is sufficient. The LAN Speed setting for the V500 system and the switch must match. Polycom strongly recommends that you do not select Auto for either just the V500 system or just the switch; the settings for both must be the same. Changing this setting causes the system to restart. Duplex Mode Specifies the Duplex mode to use. Note that the Duplex mode you choose must be supported by the switch. Choose Auto to have the network switch negotiate the Duplex mode automatically. Changing this setting causes the system to restart. Setting Up Your IP Network Connection The following is a list of the common ways you can connect your V500 system to an IP network so that you can make video calls. Pick the IP network connection type that most closely resembles how you plan to make calls, then read the section that corresponds to that connection type. If you need help determining how your V500 system connects to the network, contact your network administrator, network service provider, or Internet Service Provider (ISP). · · · · If you make calls only to other systems within your organization's intranet, see Calling Within an Intranet on page 3-5. If your V500 system plugs directly into a cable modem or DSL modem, without a router, see Calling Through a Cable or DSL Modem on page 3-5. If your V500 system connects to the network through a router, see Calling Through a Network Router on page 3-6. If your V500 system is set up in a Demilitarized Zone (DMZ), see Calling Through a Router, Using a DMZ on page 3-14. 3-4 Configuring Network Use Calling Within an Intranet An intranet is a private network within a company or organization. Calls within an intranet do not access the Internet, so security is not an issue. Even if your company has a firewall, intranet calls remain within the firewall, so you can easily communicate with anyone within your office network. If you do not need to make calls outside your intranet, you do not need to do anything more to set up the network connection for your V500 system. Go to Configuring IP Network Support on page 3-15. Calling Through a Cable or DSL Modem You can access the network and make video calls by connecting your V500 system directly to a cable modem or DSL modem, without using a network router. If you connect your V500 system in this way, there is no security barrier between your home or business network and the Internet; however, it is an easy way to set up your network connection. Visit the Polycom Security Center at www.polycom.com/support for timely security information. Systems deployed outside a firewall are potentially vulnerable to unauthorized access. You can also register to receive periodic email updates and advisories. If your V500 system is directly connected to a cable or DSL modem, you do not need to do anything more to set up the network connection for your V500 system. Go to Configuring IP Network Support on page 3-15. If you have a DSL connection and you are in a home environment or your DSL modem does not maintain a connection state automatically, Polycom recommends that you use a network router. 3-5 Administrator's Guide for the V500 System Calling Through a Network Router Network routers let you connect more than one computer, video conferencing system, or other device to your cable modem or DSL modem so that they all can share the same high-speed network connection. This is accomplished by using Network Address Translation (NAT) services. Routers also often offer firewall protection. In a typical IP network, each device within the network has its own unique IP address, which is available for everyone in or outside the network to access. With a NAT, each device within the network retains its own IP address, but the NAT presents a single IP address to the outside world. This provides an extra level of security because devices inside the network are masked behind that single, external IP address. A firewall acts as a security barrier between one network and another. For example, you might set up a firewall between the network at your home or business and the Internet. The firewall prevents unsolicited external network traffic from accessing your internal network. Because NATs and firewalls provide security for your network, they limit outside access to your internal network. Some access, however, is necessary for video communications. To enable your V500 system to place and receive calls with the outside world, while still maintaining protection for your network, you must open ports in the firewall. This is called port forwarding or pinholing. The following sections describe the steps you need to take to place video calls through a network router, including: · · Configuring router port forwarding Configuring firewall and NAT properties on the V500 system 3-6 Configuring Network Use Configuring Router Port Forwarding To make video calls with your V500 system when you have a router, you must open and assign ports in the firewall. This section describes how to do that with some common routers from NETGEAR®, Linksys®, and D-Link®. Most other routers require similar procedures. Before you can change your router configuration, you must know: · · The IP address of your router, which you can find in your router's documentation. (Many routers use the default address 192.168.1.1.) Your router's administrator name and password, which you can find in your router's documentation. (Many routers use the default user name admin and the password blank or password.) The IP address that has been assigned to your system if you're using DHCP, which you can find on the LAN Properties screen. (See Configuring LAN Properties on page 3-2 for more information.) · With any router, you must open the ports listed here: Port 1720 3230-3235 3230-3253 1503 (optional) Function H.323 call setup Signaling and control for audio, call, video, and data/FECC Audio and video RTP media streams T.120 data collaboration TCP or UDP TCP TCP UDP TCP See Port Usage on page Appendix-1 for advanced port configuration information. 3-7 Administrator's Guide for the V500 System To configure a NETGEAR router: 1. These steps are for a NETGEAR MR814v2 or RP614v2 router. If you have a different model, the settings in these steps may vary slightly. 2. In a browser such as Internet Explorer, type the IP address of your router, which you can find in your router's documentation. 3. Log in to your router setup using the user name and password, which you can find in your router's documentation. 4. From the Advanced menu on the left of the page, select Port Forwarding. 5. On the Port Forwarding page, select Add Custom Service. 6. On the Ports-Custom Services page, enter this information for the first port you need to open (such as port 1720): Setting Service Name Start Port End Port Server IP Address Description Any unique identifier (for example, you can use the text from the Function column in the previous table). The specific port or the starting value of the range of ports (see the previous table for the list of ports). The specific port or the ending value of the range of ports (see the previous table for the list of ports). The IP address that the NAT has assigned to your system. NETGEAR routers automatically pass TCP and UDP traffic through the same port. You do not have to designate TCP or UDP when you open ports. 7. Click Apply. 8. Repeat Steps 5 through 7 of this procedure for the remaining ports that you need to open. (For the list of ports that you need to open, see the table on page 3-7.) 9. When you have opened and assigned all of the ports listed in the table on page 3-7, review the Port Forwarding page. Check that all the ports are correct, enabled, and assigned to the correct Server IP (internal) Address. 3-8 Configuring Network Use To configure a Linksys router: 1. Check if you have a Linksys BEFSX41 router. If you have a different model, the settings in these steps may vary slightly. 2. In a browser such as Internet Explorer, type the IP address of your router, which you can find in your router's documentation. 3. Log in to your router setup using the user name and password, which you can find in your router's documentation. 4. Locate the Port Range Forwarding page. 5. Depending on your router model, the Port Range Forwarding page may be listed in the Advanced menu or the Applications and Gaming menu. 6. On the Port Range Forwarding page, enter this information for the first port you need to open (such as port 1720): Setting Application Description Any unique identifier (for example, you can use the text from the Function column in the table on page 3-7). The specific port or the starting value of the range of ports (see the table on page 3-7 for the list of ports). The specific port or the ending value of the range of ports (see the table on page 3-7 for the list of ports). Either TCP or UDP, whichever is listed in the table on page 3-7 for that particular port or range of ports. If the table lists both TCP and UDP, enter the Application twice: once as TCP and once as UDP. The IP address that the NAT has assigned to your system. Check this box. Start End TCP/UDP IP Address Enabled 7. Repeat Step 6 of this procedure for the remaining ports that you need to open. (For the list of ports that you need to open, see the table on page 3-7.) 8. When you have opened and assigned all of the ports listed in the table on page 3-7, review the Port Range Forwarding list. Check that all the ports are correct, enabled, and assigned to the correct IP (internal) Address. 3-9 Administrator's Guide for the V500 System To configure a D-Link router: 1. Check if you have a D-Link DI-604 router. If you have a different model, the settings in these steps may vary slightly. 2. In a browser such as Internet Explorer, type the IP address of your router, which you can find in your router's documentation. 3. Log in to your router setup using the user name and password, which you can find in your router's documentation. 4. Select the Advanced tab. 5. Click Firewall. 6. On the Firewall page, enter this information for the first port you need to open (such as port 1720): Setting Enabled Name Description Click this radio button. Any unique identifier (for example, you can use the text from the Function column in the table on page 3-7). Click Allow. Interface: WAN IP Range Start: * IP Range End: (blank) Destination Interface: LAN IP Range Start: The IP address (internal) that the NAT has assigned to your system. IP Range End: (blank) Protocol: TCP, UDP, or * for both Port Range: The specific port or the starting and ending value of the range of ports (see the table on page 3-7 for the list of ports). Schedule Click Always (or select a time for the port to be open). Action Source 7. When you have opened and assigned all of the ports listed in the table on page 3-7, review the Firewall Rules list. Check that all the ports are correct, enabled, and assigned to the correct IP (internal) Address. 3 - 10 Configuring Network Use Configuring Firewall and NAT Properties After you set up your router, you must configure the V500 system so that it works with the firewall and NAT. Before making changes on the Firewall screen, you should know whether or not your firewall device is H.323 compatible. Firewall devices that are H.323 compatible have been programmed with logic that can detect H.323 video conferencing traffic as it passes between the LAN and WAN. Because of this, they are able to open the necessary ports dynamically as needed, on a call-by-call basis. Some firewall devices can even insert the NAT Public WAN Address automatically during the H.323 call. For these devices, it is not necessary to configure the V500 system with fixed ports or even, in some cases, with NAT. Check with the manufacturer of your device to see if it supports H.323 compatibility. To set up the V500 system to work with a firewall and NAT: 1. Go to System > Admin Settings > Network > IP > Firewall. 2. Configure these settings: Setting Fixed Ports Description Lets you specify whether to define the TCP and UDP ports. · If the firewall is not H.323 compatible, enable this setting. The V500 system assigns a range of ports starting with the TCP and UDP ports you specify. The system defaults to a range beginning with port 3230 for both TCP and UDP. Note: You must open the corresponding ports in the firewall. You must also open the firewall's TCP port 1720 to allow H.323 traffic. · If the firewall is H.323 compatible or if the system is not behind a firewall, you may not need to enable this option. TCP Ports UDP Ports Lets you specify the beginning value for the range of TCP and UDP ports used by the system. The system automatically sets the range of ports based on the beginning value you set. Note: The TCP and UDP port ranges you open here must match those that you opened for your router. You must also open the firewall's TCP port 1720 to allow H.323 traffic. See the previous section, Configuring Router Port Forwarding on page 3-7, for information about opening ports for your router. Enable NAT/Firewall Traversal Allows the system to use H.460-based firewall traversal. For more information, refer to H.460 NAT Firewall Traversal on page 3-13. 3 - 11 Administrator's Guide for the V500 System Setting NAT Configuration Description Lets you specify whether the system should attempt to determine the NAT Public WAN Address automatically. · If the system is behind a NAT that allows HTTP traffic, select Auto. The system will attempt to automatically discover the NAT Public WAN Address. If the system is behind a NAT that does not allow HTTP traffic or if Auto fails to discover the NAT Public WAN address, select Manual. If the system is not behind a NAT or is connected to the IP network through a Virtual Private Network (VPN), select Off. If the system is behind a firewalled NAT router that is UPnPTM (Universal Plug and Play) certified, select UPnP. Many routers used in homes and small businesses support UPnP NAT traversal. If this is your situation, try selecting UPnP first. If this selection does not work for your router, select Auto or Manual. · · · NAT Public (WAN) Address Displays the address that callers from outside the LAN use to call your system. If you chose to configure the NAT manually, enter the NAT Public WAN Address here. You can obtain this address by looking at your router configuration or by asking your network service provider. NAT is H.323 Compatible Address Displayed in Global Directory Specifies that the system is behind a NAT that is capable of translating H.323 traffic. Lets you choose whether to display this system's public or private address in the global directory. 3 - 12 Configuring Network Use H.460 NAT Firewall Traversal You can configure V500 systems to use standards-based H.460.18 and H.460.19 firewall traversal, which allows video systems to more easily establish IP connections across firewalls. The following illustration shows how a service provider might provide H.460 firewall traversal between two enterprise locations. In this example the V2IUTM traversal server gateway is on the edge of the service provider network and facilitates IP calls between systems behind different firewalls. Service Provider V2IU Server Gateway that Supports H.460.18 and H.460.19 Gatekeeper Enterprise Location A Enterprise Location B IP Network System with Traversal Enabled System with Traversal Enabled To use this traversal, V500 systems and firewalls must be configured as follows: · · · Enable firewall traversal on the V500 system. Register the V500 system to an external V2IU Traversal Server Gateway that supports the H.460.18 and H.460.19 standards. Make sure that firewalls being traversed allow V500 systems behind them to open outbound TCP and UDP connections. -- Firewalls with a stricter rule set should allow V500 systems to open at least the following outbound TCP and UDP ports: 1720 (TCP), 14085-15084 (TCP) and 1719(UDP), 16386-25386 (UDP). -- Firewalls should permit inbound traffic to TCP and UDP ports that have been opened earlier in the outbound direction. · For best interoperability, make sure that H.323 protocol-aware features are disabled on firewalls being traversed. 3 - 13 Administrator's Guide for the V500 System To enable firewall traversal on a V500 system: 1. Go to System > Admin Settings > Network > IP > Firewall > Next. 2. Select Enable NAT/Firewall Traversal. Calling Through a Router, Using a DMZ A Demilitarized Zone (DMZ) is a way to configure a network so that the device in the DMZ (such as the V500 system) is served by the router, but is outside the firewall. Depending on your router, configuring the V500 system to be in the DMZ may affect its ability to communicate locally with other devices on the internal LAN. With a DMZ, no unauthorized external connections are allowed with the devices inside the firewall, but the V500 system is allowed free access to the Internet. This configuration leaves the V500 system without protection from external sources. Visit the Polycom Security Center at www.polycom.com/support for timely security information. Systems deployed outside a firewall are potentially vulnerable to unauthorized access. You can also register to receive periodic email updates and advisories. There are two types of DMZs: · Virtual DMZ -- With a virtual DMZ, all ports through the router are opened for the device in the DMZ. This has the effect of placing the V500 system on the outside of the router's firewall. Keep in mind, however, that the V500 system may still be protected by some global firewall securities, which may adversely affect video conferencing. Physical DMZ -- With a physical DMZ, there is an actual, physical port on your router, usually labeled DMZ, into which you plug the LAN cable from your V500 system. This port places the V500 system physically outside of the firewall, which is usually less restrictive, but is also less secure. · Typically, you should only use a DMZ when other configurations fail to allow H.323 traffic to flow through unobstructed. If you do choose to place your V500 system in a DMZ, you must: 1. Make sure your router's firewall software provides a DMZ. 2. Assign the internal IP address of the V500 system to the DMZ. For more information about how to perform these steps, refer to the documentation that came with your router. 3 - 14 Configuring Network Use Configuring IP Network Support The following sections describe how to configure the system so that you can place and receive IP video calls: · · · · · · Configuring H.323 Settings Configuring Integration with Avaya Networks Configuring the System to Use a Gateway Configuring SIP Settings Integration with Microsoft Live Communication Server (LCS) Configuring Quality of Service (QoS) Configuring H.323 Settings To be able to make IP video calls, you must check the Enable IP H.323 setting on the Call Preference screen, as described on page 3-27. You can then configure the H.323 settings by following the steps in this section. H.323 settings enable you to set up H.323, as well as set up gatekeepers and gateways: · A gatekeeper supervises network traffic and manages functions such as bandwidth control and admission control. If your network uses a gatekeeper, the system can automatically register its H.323 name and extension. This allows others to call the system by entering the H.323 name or extension instead of the IP address, which can change in some cases. A gateway performs code and protocol conversion between IP networks and ISDN, so that users on different networks can call one another. If the system is configured to use a gateway, you must also configure it to use a gatekeeper. · 3 - 15 Administrator's Guide for the V500 System To configure H.323 settings: 1. Go to System > Admin Settings > Network > IP > H.323 Settings. 2. Configure these settings: Setting Display H.323 Extension Description Lets you place gateway calls by entering the H.323 extension separately from the gateway ID. If you do not check this box, you can make gateway calls by entering the call information in this format: gateway ID + TCS4 delimiter + extension To determine your TCS4 delimiter, ask your network provider. H.323 Name Specifies the name that gatekeepers and gateways can use to identify this system. You can make point-to-point calls using H.323 names if both systems are registered to a gatekeeper. The H.323 Name is the same as the System Name, unless you change it. Your dial plan may define the names you can use. H.323 Extension (E.164) You can place point-to-point calls using the extension if both systems are registered with a gatekeeper. You can change the default H.323 Extension. Your dial plan may define the extensions you can use. 3. If you have a gatekeeper, select Setting Use Gatekeeper Description and configure these settings: Specifies whether to use a gatekeeper. Gateways and gatekeepers are required for calls between IP and ISDN. · · · Off -- Calls do not use a gatekeeper. Auto -- System automatically finds an available gatekeeper. Specify -- Calls use the specified gatekeeper. Enter the gatekeeper's IP address or name (for example, gatekeeper.companyname.usa.com, or 10.11.12.13). Specify with PIN -- Calls use the specified E.164 address and require an Authentication PIN. This setting is available only when the Avaya® option key is installed. · H.323 Name The name that gatekeepers and gateways use to identify this system. You can make point-to-point calls using H.323 names if both systems are registered to a gatekeeper. The H.323 Name is the same as the System Name, unless you change it. Your dial plan may define the names you can use. 3 - 16 Configuring Network Use Setting H.323 Extension (E.164) Description You can place point-to-point calls using the extension if both systems are registered with a gatekeeper. The default H.323 Extension is based on the system serial number, but you can change it. Your dial plan may define the extensions you can use. Gatekeeper IP Address If you chose to use an automatically selected gatekeeper, this field displays the gatekeeper's IP address. If you chose to specify a gatekeeper, enter the IP address here. Authentication PIN Alternate Gatekeeper Specifies the password PIN to use for authentication with the Avaya Communication Manager®. This setting is available when Use Gatekeeper is set to Specify with PIN. If your H.323 network infrastructure has been configured to use an alternate gatekeeper when the primary gatekeeper is not available, the alternate gatekeeper is displayed in this field. Alternate gatekeeper support is configured on the primary gatekeeper, and the V500 system is notified of this configuration when it registers to the gatekeeper on startup. Configuring Integration with Avaya Networks V500 system with an Avaya option key can use the following features on an Avaya telephony network: · Call forwarding (all, busy, no answer)--Configured by the Avaya Communication Manager (ACM) administrator and implemented by the user Call coverage--Configured by the ACM administrator Transfer--Implemented via flash hook and dialing digits Audio conference--Implemented via flash hook and dialing digits Call park Answer back DTMF tones for Avaya functions · · · · · · Refer to the Avaya documentation and Getting Started Guide for the V500 System for information about these features. 3 - 17 Administrator's Guide for the V500 System To use Avaya features, V500 systems must be configured as follows: · · · · Avaya option key installed Registered with the ACM H.239 enabled for content sharing Auto-answer modes disabled To install the Avaya option key: 1. Obtain a license number from Avaya, then enter that online at the Polycom Resource Center, along with your V500 system serial number. This returns a key code for the Avaya option. 2. On the V500 system, go to System > Admin Settings > General Settings > Options and enter the key code for the Avaya option. To configure the V500 system to use Avaya network features: Go to this screen: Gatekeeper System > Admin Settings > Network > IP > H.323 Settings > Next Configure these settings: Set Use Gatekeeper to Specify with PIN. Enter the H.323 Extension (E.164) provided by the ACM administrator. Enter the ACM IP address for Gatekeeper IP Address. Enter the Authentication PIN provided by the ACM administrator. Call Preference System > Admin Settings > Network > IP > Call Preference Call Settings System > Admin Settings > General Settings > System Settings > Call Settings Set Auto-Answer Point to Point to No. Set Enable H.239. Configuring the System to Use a Gateway A gateway performs code and protocol conversion between H.323 (IP) and H.320 (ISDN), so that users on different networks can call one another. If the system is configured to use a gateway, you must also configure it to use a gatekeeper. 3 - 18 Configuring Network Use To configure the system to use a gateway: 1. Go to System > Admin Settings > Network > IP > H.323 Settings. Setting Country Code Area Code Number H.323 Extension (E.164) Description Specifies the country code for the system's location. Specifies the area or city code for the system's location. Specifies the gateway's number. Specifies the extension that identifies this system for incoming gateway calls. You can place point-to-point calls using the extension if both systems are registered with a gatekeeper. The default H.323 Extension is based on the system serial number, but you can change it. Your dial plan may define the extensions you can use. Gateway Number Type Specifies the number type users enter to call this system: · Direct Inward Dial -- Users enter an internal extension to call this system directly. Note: If you choose this setting, you must also register the number with the gatekeeper as an E.164 alias. · Number of Digits in DID Number Number + Extension -- Users enter the gateway number and the system's extension to call this system. Specifies the number of digits in the DID number. The national or regional dialing plan for your location determines the standard number of digits. For instance, the US standard is 7 digits. This setting is only available when Gateway Number Type is set to Direct Inward Dial. Number of Digits in Extension Specifies the number of digits in the extension. Your organization's dial plan determines this number. This setting is only available when Gateway Number Type is set to Direct Inward Dial. 2. Select and enter a prefix or suffix for each bandwidth you want to allow for gateway calls. Associating prefixes and suffixes with particular bandwidths on your gateway can optimize the use of bandwidth by your organization. Be sure to configure the gateway to use the same prefixes and suffixes you define for the system. 3 - 19 Administrator's Guide for the V500 System Configuring SIP Settings The Session Initiation Protocol (SIP) is a signaling protocol for Internet conferencing. To be able to make SIP video calls, you must check the Enable SIP setting on the Call Preference screen, as described on page 3-27. You can then configure the SIP settings by following the steps in this section. If you are unfamiliar with SIP, Polycom recommends that you do not change the default settings. To configure the SIP settings if your network supports SIP: 1. Go to System > Admin Settings > Network > IP > SIP Settings. 2. Configure these settings: Setting Transport Protocol Description Indicates the protocol the system uses for SIP signaling. The SIP network infrastructure in which your V500 system is operating determines which protocol is required. For example, if your V500 system is operating in a Microsoft Live Communication Server (LCS) SIP network, choose TCP. If your V500 system is operating in a Nortel Multimedia Communication Server (MCS) SIP network, choose UDP. Specifies the system's SIP name. If you leave this field blank, the system's IP address is the SIP user name. Specifies the password that authenticates the system to the Registrar Server using Digest Authentication. Specifies the name or IP address of the SIP Registrar Server. By default, the SIP signaling is sent to port 5060 on the registrar server. To specify a different port, add it to the address as shown here: 10.11.12.13:5070 Proxy Server Specifies the DNS name or IP address of the SIP Proxy Server. If you leave this field blank, no proxy server is used. By default, the SIP signaling is sent to port 5060 on the proxy server. To specify a different port, add it to the address as shown here: 10.11.12.13:5070 User Name Password Registrar Server 3 - 20 Configuring Network Use Points to note about SIP: The SIP protocol has been widely adapted for voice over IP communications and basic video conferencing; however, many of the advanced video conferencing capabilities are not yet standardized. Many capabilities also depend on the SIP server. Examples of features that are not supported using SIP are: · · · Polycom Video and Audio Error Concealment Encryption People and Content (H.239 and Polycom People+Content) Integration with Microsoft Live Communications Server (LCS) Integration with Microsoft LCS allows you to set up a list of LCS contacts, see if the contacts are online, and call them without knowing or remembering their addresses. Contacts appear in the directory and can also be displayed on the home screen. For more information about the contact list home screen, see Displaying Contacts on the Home Screen on page 4-23. To configure a V500 system for use with Microsoft LCS: 1. Contact the LCS administrator to make sure that the V500 system has a user account on the LCS server. Make a note of the account information. 2. Go to System > Admin Settings > Network > Call Preference. 3. Go to System > Admin Settings > Network > IP > SIP Settings. 4. Configure these settings: Setting User Name Password Registrar Server Proxy Server Description Specifies the user name created for your V500 system with the LCS server. Specifies the password for this user name. Specifies the location (IP or DNS) of the LCS server. Specifies the location (IP or DNS) of the LCS server. 5. Select Enable SIP. The system restarts when you navigate away from this screen. 3 - 21 Administrator's Guide for the V500 System To view the status of the current LCS registration, do one of these: Go to System > Admin Settings > Global Services > Directory Servers > Microsoft. Select the Microsoft LCS server icon at the top of the Directory screen. Adding and Removing Microsoft LCS Contacts To add or remove Microsoft LCS contacts that appear on the V500 system, you must use Microsoft Office Communicator or Windows Messenger. To add or remove LCS contacts for the V500 system: 1. Open the Microsoft Office Communicator or Windows® Messenger application on a computer. 2. Log in to the application using the account information from the SIP Settings screen of the V500 system. 3. Use the application to add or remove contacts for the V500 system. To configure display options for contact list information: 1. Go to System > Admin Settings > Global Services > Directory Servers > Microsoft. You can also select the Microsoft LCS server icon at the top of the Directory screen. 2. Configure these settings: Setting Display Contacts Description Specifies whether to display your contacts on the contact list home screen and in the directory. For more information, see Displaying Contacts on the Home Screen on page 4-23. Specifies whether to include offline contacts on the contact list home screen or in the directory. Show My Offline Contacts Status icons appear next to each LCS contact on the V500 system. These icons indicate whether the contact is available, busy, or offline. 3 - 22 Configuring Network Use Configuring Quality of Service (QoS) If your network is configured to recognize and prioritize network traffic using QoS, you can configure the V500 system to mark IP packets with the values recognized by your network. Keep in mind that enabling QoS on the V500 system is not enough; all devices in the network path must also be configured for QoS. If you are unfamiliar with QoS, Polycom recommends that you do not change the default settings. To configure the Quality of Service (QoS) options: 1. Go to System > Admin Settings > Network > IP > Quality of Service. 2. Configure these settings: Setting Type of Service Description Specifies your service type and lets you choose how to set the priority of IP packets sent to the system: · IP Precedence -- Represents the priority of IP packets sent to the system. The value can be between 0 and 5. If this setting is selected, enter the value in the Type of Service Value field. DiffServ -- Represents a priority level between 0 and 63. If this setting is selected, enter the value in the Type of Service Value field. · Type of Service Value Maximum Transmission Unit Size Specifies the IP Precedence or Diffserv value for Video, Audio, and Far End Camera Control. Specifies the Maximum Transmission Unit (MTU) size used in IP calls. If the video becomes blocky or network errors occur, packets may be too large; decrease the MTU. If the network is burdened with unnecessary overhead, packets may be too small; increase the MTU. Allows the system to use PVEC (Polycom Video Error Concealment) if packet loss occurs. Allows the system to use Resource Reservation Setup Protocol (RSVP) to request that routers reserve bandwidth along an IP connection path. Both the near site and far site must support RSVP in order for reservation requests to be made to routers on the connection path. Enable PVEC Enable RSVP 3 - 23 Administrator's Guide for the V500 System 3. Select Setting Dynamic Bandwidth Maximum Transmit Bandwidth and configure these settings: Description Specifies whether to let the system automatically find the optimum line speed for a call. Specifies the maximum transmit line speed between 48 Kbps and 768 Kbps. Since DSL and cable modems typically allow for faster download (receive) speeds compared to upload (transmit) speeds, this setting enables you to regulate differences. Specifies the maximum receive line speed between 48 Kbps and 768 Kbps. Maximum Receive Bandwidth Configuring Your ISDN Connection If you have the ISDN option, you can connect your V500 system through ISDN as well as through one of the IP network connections described earlier in this chapter. Preparing Your ISDN Network Before you set up your connection using ISDN: 1. Refer to the Preparing Your Network for Collaboration document, available at www.polycom.com/videodocumentation. This document contains information you need to get your network ready, such as worksheets that will help you order ISDN. Note that this document may not pertain to all countries. 2. Obtain this information from your ISDN service provider: -- ISDN address -- SPIDs (in North America only) -- ISDN switch protocols 3 - 24 Configuring Network Use Configuring the ISDN Network Interface To configure the ISDN network interface settings: 1. Go to System > Admin Settings > Network > ISDN. 2. Configure these settings: Setting Enable ISDN H.320 Outside Line Dialing Prefix ISDN Switch Protocol Numbering Plan ISDN Voice Algorithm Description Allows this system to make H.320 (ISDN) calls. Specifies the ISDN dialing prefix used to call outside the network. Specifies the protocol used by your network's switch. Specifies the numbering plan for your location. Select ISDN if your numbering plan is ISDN; otherwise, select Unknown. Specifies which voice algorithm (aLaw or uLaw) is used for ISDN voice calls. Do not change this setting unless you experience audio issues in all ISDN voice calls. Auto BRI Configuration Allows the NI-1 switch to automatically configure the directory numbers and SPIDs. This setting is only available if you have selected the NI-1 switch protocol. 3 - 25 Administrator's Guide for the V500 System 3. Select Setting Area Code Directory Numbers and configure these settings: Description Specifies the area code for this system's location. Specifies the numbers assigned to the B1 and B2 channels for the BRI line. The two numbers for a line may be the same or different, depending on the switch protocol in use. Enable Specifies whether to enable the ISDN line. If you selected Standard ETSI Euro-ISDN protocol, you must enable the BRI line. The ISDN BRI Numbers screen also displays the country selected as the system's location and the Country Code used for international calls to the system. To specify the system's location, go to System > Admin Settings > General Settings > Location. The system automatically supplies the country code when you specify the country. 4. If you have configured the ISDN switch protocol to be AT&T 5ESS Multipoint, NI-1, or Nortel DMS-100, select and enter the ISDN BRI SPIDs provided by your service provider. After you enter the SPIDs, the system verifies them. If the system is unable to verify the SPIDs, make sure the system is connected and that the ISDN numbers you entered are correct. If you do not have the SPIDs from your service provider, you can click Start to Auto-Detect SPIDs. 3 - 26 Configuring Network Use Configuring Call Preferences Call preferences help you manage the network bandwidth used for calls. For example, you can specify the default and optional call settings for outgoing calls, and limit the call speeds for incoming calls. If you have just set up your network, use the screens described in this section to specify your call settings. If your network has been set up for some time, but you notice that your call quality is not optimal, you may want to change some of these call preference settings to increase the quality of your calls. To configure call preferences: 1. Go to System > Admin Settings > Network > Call Preference. 2. Configure these settings: Setting Enable Basic Mode Description Enables a limited operating mode that uses H.261 for video and G.711 for audio. This mode provides administrators with a workaround for interoperability issues that cannot be solved using other methods. The Basic Mode setting stays in effect until you change it. Specifies standards-based People+Content data collaboration. Note that some H.323 devices do not recognize this new standard. You can try disabling this option if you suspect a compatibility issue. Enable IP H.323 Enable SIP Enable ISDN H.320 Allows the system to make IP calls. Allows the system to use SIP when connecting IP calls. Allows the system to make ISDN calls. This selection is only available when the system has ISDN networking capability. If you have the ISDN option, this allows the system to make voice-only calls to phones connected to an ISDN network, such as an organization's PBX. Allows users to choose whether to place IP-to-ISDN calls through a gateway. Enable H.239 Enable Voice Over ISDN Enable ISDN Gateway 3 - 27 Administrator's Guide for the V500 System 3. If you have the ISDN option, select screen and configure these settings: Setting Preferred Dialing Method Description to go to the Network Dialing Specifies the preferred method for dialing various call types. If set to Auto, calls use the configured Dialing Order. If set to Manual, the system prompts the user to select the call type from a list when placing a call. Specifies how the system places calls to directory entries that have both IP and ISDN numbers. It also specifies how the system places calls dialed manually, when the call type selection is either unavailable on the home screen or set to Auto. If a call attempt does not connect, the system tries to place the call using the next call type in the Dialing Order. This setting is available only when Preferred Dialing Method is set to Auto. For more information, see Configuring Dialing Order Settings on page 3-29. Dialing Order 4. Select settings: Setting to go to the Preferred Speeds screens and configure these Description Determines the speeds that will be used for calls from this system in either of these cases: · · Call Quality is set to Auto on the home screen and Directory screen. The Call Quality setting is not available for users. Preferred Speed for Placing Calls If the far-site system does not support the selected speed, the system automatically negotiates a lower speed. Note: Cable and DSL modems typically have bandwidth restrictions for upload (transmit) and download (receive). Therefore, if you're making calls through a cable or DSL modem, you need to find out what your upload and download capabilities are in order to select the correct speed for your system. If you don't know, ask your ISP. Maximum Speed for Receiving Calls Allows you to restrict the bandwidth used when receiving calls. For example, if you have a DSL connection that it is limited to 384 Kbps upload and 1.5 MB download, you should restrict your calls to 384 Kbps or less for better call results. If the far site attempts to call the system at a higher speed than selected here, the call is re-negotiated at the speed specified in this field. 3 - 28 Configuring Network Use One way to determine what your optimal call speeds should be is to select the lowest call speed for each direction: upload and download. Try the call at that speed and see how it looks. You can then keep increasing the call speeds and checking the results until you find your optimal call speed for each direction. Keep in mind, however, that optimal call speeds may vary at different times of day depending on the traffic on the network. Also, if another system in the video call cannot upload at the speed you specified, the call may suffer from poor video quality or you may not be able to view video at all (black screen). Call speeds also do not reflect additional IP overhead (such as timestamps) of approximately 20%. 5. Select to go to the Call Speeds screen and specify the call speeds to make available to users, if you are allowing them to choose speeds on a call-by-call basis. Configuring Dialing Order Settings If the call type on the home screen is set to a specific call type, the system does not attempt to place the call using a different call type, even if other types are listed in the Dialing Order. You can configure the V500 system so that users can choose to place IP-to-ISDN or ISDN-to-IP calls through a gateway. To allow users to place an IP-to-ISDN call through a gateway: 1. Make sure the system is registered with a gatekeeper. 2. Go to System > Admin Settings > Network > Call Preference and select Enable ISDN Gateway. 3. If you want to allow users to place IP-to-ISDN calls through a gateway when calling from the directory, do one of the following: -- On the Network Dialing screen, set Preferred Dialing Method to Auto and select ISDN Gateway as the first choice under Dialing Order. With this configuration, calls placed from the directory will be placed through a gateway first if an ISDN number exists. -- On the Network Dialing screen, set Preferred Dialing Method to Manual. With this configuration, users can select ISDN Gateway from the list of call types that appears when placing a call from the directory. 3 - 29 Administrator's Guide for the V500 System To allow users to place an ISDN-to-IP call through a gateway: 1. If you want to allow users to place ISDN-to-IP calls through a gateway when dialing manually: a. Make sure Call Quality is enabled on the Home Screen Settings screen. This setting displays the Call Type selection on the Place a Call screen. b. On the Network Dialing screen, select IP Gateway next to ISDN in the Dialing Order. With this configuration, users can enter the gateway address in the dialing field, along with an extension in extension field, and select IP H323 in the call type list. 2. If you want to allow users to place ISDN-to-IP calls through a gateway when calling from the directory, do one of the following: -- On the Network Dialing screen, set Preferred Dialing Method to Auto and select IP Gateway next to ISDN under Dialing Order. With this configuration, calls placed from the directory will be placed through a gateway first if a gateway address is present in the ISDN number field and an extension is present in the Extension field. -- On the Network Dialing screen, set Preferred Dialing Method to Manual. With this configuration, users can select IP Gateway from the list of call types that appears when placing a call from the directory. 3 - 30 Configuring Network Use Configuring the Global Directory If you use the Polycom Global Management System, you can configure your system to use the global directory. The global directory provides a list of other systems that are registered with the Global Directory Server and are available for calls. The other systems appear in the directory, allowing you to place calls to other users by selecting their names. Configuring the Directory Server Settings To configure the Directory Server settings: 1. Go to System > Admin Settings > Global Services > Directory Servers. 2. Configure these settings: Setting Global Directory (GDS) Password Register Display Global Addresses Display Name in Global Directory Save Global Directory to System Group Name Description Specifies the IP address or DNS address of the Global Directory Server. You can enter up to five addresses. Lets you enter the global directory password, if there is one. Registers this system with the Global Directory Server. Displays other registered systems in the global directory. Specifies whether to display the system's name in the global directories of other registered systems. Copies the global directory to this local system. When this setting is disabled, the system can display no more than 1,000 global directory entries. When this setting is enabled, the system can display up to 4,000 global directory entries. Specifies the group name used for global directory entries in the local directory. In the directory, entries from Global Directory Servers are listed in the Polycom GDS group. 3 - 31 Administrator's Guide for the V500 System Setting the Dialing Rules If your system is connected to a private network and also to a public network, you may need to specify the codes and prefixes necessary for dialing other systems. To set the dialing rules: 1. Go to System > Admin Settings > Global Services > Dialing Rules. 2. Configure these settings: Setting Always Dial Area Code Dial 1+ for all USA calls Description Specifies that calls to sites in the same area code must include the area code. Specifies that calls to systems in the United States must include a "1" before the area code. Note: Even if you have this setting enabled, you may need to dial 1 and the area code when calling long distance over ISDN within your same area code. Placing a Test Call When you finish configuring the system, you can use one of the sample numbers in the directory to test your setup. To place a test call: 1. On the Place a Call screen, select 2. Select Group. 3. Select Sample Sites and highlight a location. 4. Press Call on the remote control. You can also find a list of worldwide numbers that you can use to test your V500 system at www.polycom.com/videotest. Directory. 3 - 32 Configuring Network Use If you have trouble making video calls: · Make sure the number you dialed is correct, then try the call again. For example, you may need to dial 9 for an outside line or include a long distance access code or country code. To find out if the problem exists in your system, ask the person you were trying to reach to call you instead. Find out if the system you are calling has its power turned on and is functioning properly. If you can make calls but not receive them, make sure that your system is configured with the correct number. · · · Checking System Status The System Status screen provides detailed information about system settings, IP and ISDN connections, time server connections, and other information that is important to the functioning of the system. For an explanation of any of the status items, select the item and press on the remote. When there is a change in system status that is a potential problem, you see an alert at the bottom of the Place a Call screen. To view System Status information: Go to System > Diagnostics > System Status. To get information about a status message: Select the status message and press or on the remote control. Keeping your Software Current If you have Internet access and a software key, you can use the web-based Softupdate application to upgrade the V500 software. Do not power off the system during the software upgrade process. If the upgrade is interrupted, the system may become unusable. 3 - 33 Administrator's Guide for the V500 System To update your software via the Internet: 1. Using a web browser, go to www.polycom.com/videosoftware and log in to the Polycom Resource Center. You will need to set up a PRC account, if you don't already have one. 2. Navigate to your product page. Refer to the Release Notes for information about the latest software version. Refer to Updating Polycom Video Software for detailed information about obtaining software key codes and using the Softupdate program. 3. Download the V500 system software update file in .zip format. 4. Double-click the software.zip file to extract the file. 5. Double-click Softupdate.exe to run the update program. 3 - 34