Personal Conference Manager (PCM)

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1 Chapter 3-Basic Operation Personal Conference Manager (PCM) Guidelines The Personal Conference Manager (PCM) interface enables the conference chairperson to control various conference features using his/her endpoint s remote control device. The following conference operations can be performed: Initiate Polycom s Click&View application to change the local screen layout. Invite participants to connect to the conference. View and control the audio and video of each connected endpoint. Camera Control - control the camera of a remote endpoint using Far End Camera Control (FECC). Control the camera of a connected endpoint. Video Force a specific participant to a specific window of the video layout. Initiate and control recording of the conference. Disconnect a participant. Terminate the conference. PCM is supported with MPM+ and MPMx cards. PCM is supported in H.323, SIP, and H.320 network environments. PCM is only available in CP conferences. Although the RMX can host up to a maximum of 800 conferences (depending on the RMX model) PCM can only be activated from 4 conferences per MPM+ or MPMx card. An RMX 2000 with 2 MPM+ or 2 MPMx cards installed can host a total of 8 PCM sessions while an RMX 4000 with 4 MPM+ or 4 MPMx cards installed can host a total of 16 PCM sessions. If 4 PCM sessions are active on an MPM+ /MPMx card and a chairperson of another conference, hosted on the same MPM+/MPMx card, attempts to start an additional PCM session, a message is displayed indicating that the requested PCM session cannot be activated because the maximum number of concurrent PCM sessions are already activated. FECC is then activated. When PCM is active, FECC can only be performed by the chairperson using PCM s Camera Control menu. FECC is available to all IP participants in the conference with the exception of the chairperson that has an active PCM session. If enabled, Message Overlay is not displayed while PCM is active. Normal conference video is resumed after 4 seconds of inactivity within the PCM menu. If a chairperson with active PCM session is moved to another conference, the PCM session is automatically terminated. PCM cannot be activated from the chairperson s endpoint when connected with QCIF resolution. Polycom, Inc. 3-75

2 D Polycom RMX 1500/2000/4000 Getting Started Guide The PCM_LANGUAGE System Flag determines the language of the PCM interface. Possible Values: ENGLISH, CHINESE_SIMPLIFIED, CHINESE_TRADITIONAL, JAPANESE, GERMAN, FRENCH, SPANISH, KOREAN, PORTUGUESE, ITALIAN, RUSSIAN, NORWEGIAN Default: Current RMX Web Client language. The Start PCM DTMF code for initiating PCM is configured in the DTMF Codes tab of the New Conference IVR Service or Conference IVR Service Properties dialog box. The default DTMF Code is and can be modified or if required. The default value of the Permission field is Everyone. It can be modified to Chairperson. System Flag Although PCM is successfully initiated on Microsoft Office Communications client or Lync client, since FECC feature is not available on these clients none of the PCM options are accessible as the only available keys are #,*,1..9 and not the navigation keys ("LEFT", "RIGHT", etc.). The PCM_FECC System Flag determines whether the DTMF Code,, the Arrow Keys (FECC) or both will activate the PCM interface. In addition, this flag can be used to disable the PCM. Possible Values: YES / NO Default: YES. Table 3-11 summarizes the combined effect of the DTMF Code and PCM_FECC System Flag settings on the system.! " # # $ % & ' ( ) % % * +, & ( % -. / : ; 5 < < ; = > A B > ; C 7 ; < E? ; : F G H I +, & ( % -. / J K L M N O O - P Q / R J S T U U K V H T W K H X $ % & Y 7 ; Z ; > ; : [ L U \ H I X N O O - P Q / R J V K L K V H T W K H X $ % & Y [ L V X $ % & T ] K V H T W K H X M H I X N O O - P Q / R J U G ] X H I X T ^ ( ) % % _ ` L V H T G L K U T H \ Y 3-76 Polycom, Inc.

$a b Chapter 3-Basic Operation! " # # $ % & ' ( ) % % * +, & ( % -. / 0 1 2 3 4 5 1 1 6 7 8 2 4 1 9 : ; 5 < < ; = > 9? @ A B > ; C 7 ; < E? ; : [ L U \ H I X +, & ( % -.$ Flag must be added to the System Configuration file before it can be modified. For more information see the RMX 1500/2000/4000 Administrator s Guide, "Modifying System Flags on page 21-1.

Flag must be added to the System Configuration file before it can be modified. For more information see the RMX 1500/2000/4000 Administrator s Guide, "Modifying System Flags on page 21-1.

3 a b Chapter 3-Basic Operation! " # # $ % & ' ( ) % % * +, & ( % -. / : ; 5 < < ; = > A B > ; C 7 ; < E? ; : [ L U \ H I X +, & ( % -. / V K L K V H T W K H X $ % & Y [ L V X $ % & T ] K V H T W K H X M H I X N O O - P Q / R J U G ] X H I X T ^ ( ) % % _ ` L V H T G L K U T H \ Y 7 ; Z ; > ; : $ % & T ] M T ] K c U X M Y This System Flag must be added to the System Configuration file before it can be modified. For more information see the RMX 1500/2000/4000 Administrator s Guide, "Modifying System Flags on page PCM Interface Initiating PCM For IP endpoints: PCM is activated by pressing the Far key ( Arrow Keys on the Remote Control Device. ) followed by any of the For ISDN/PSTN endpoints: PCM is activated by pressing ## on the Remote Control Device. If, after activation, no keys are pressed on the Remote Control Device within a period of 10 seconds, PCM is automatically deactivated. When PCM becomes active, the top level of the PCM Main Menu is displayed on the conference chairperson s endpoint: m k i i ˆ Š Œ d e e f g h i j k l m n f e o p p q r d e e f g h i j k l m n f e o Ž š š œ ž Ÿ s k t u n d e e f g o v p w x v r y z { d l n k f i o } ~ } w w ƒ z Polycom, Inc. 3-77

Polycom RMX 1500/2000/4000 Getting Started Guide ª ª «ª ± ² ³ µ ¹ º» ¼ ½ ¾ ½ µ µ ½ À À ½ Á º Â Ã Ä Å ½ Æ ¼ Ç À Á º È À ¼ É Ä Ê ª Ë Ì Í Î Ï Ð Ñ Remote Control Device Keys PCM facilitates user

4 Polycom RMX 1500/2000/4000 Getting Started Guide ª ª «ª ± ² ³ µ ¹ º» ¼ ½ ¾ ½ µ µ ½ À À ½ Á º Â Ã Ä Å ½ Æ ¼ Ç À Á º È À ¼ É Ä Ê ª Ë Ì Í Î Ï Ð Ñ Remote Control Device Keys PCM facilitates user interaction with the RMX using DTMF Codes and the Arrow (FECC) keys of the endpoint s remote control device. Menu Navigation - Arrow and Zoom Keys The PCM Menu is navigated using the Remote Device s Arrow Zoom Keys which are defined as follows: þ ÿ š Ÿ š They are defined as follows: Ò Ó Ô Õ Ö Ø Ù Ú ª ª Å «² Û «Ü Ì Ý Þ Þ ß à á â ã ä â å æ Þ ç è é ç ß ê ë ½ ì Ç í î È Æ ½ ï ½ È ¹ ½» ½ ¹ Ñ í ð ½ ¹ ½ Ç ½ Ç ñ ½ µ ñ ò µ Ç ½ ò Ç Ç ñ ½ ¹ ½ ì Ç ì Ç ñ ½ µ È ò À ò ¾ ñ ½ ½ Ç ½ ò ¼ É Ç Ñ í ó ô ¼ Ç Ç ñ ½ õ ö ï ½ È ò ½ Ç È ò Ç ò ï ¹ µ ì ½ ò ½ µ ½» ¼ ½ ø ì ò ï õ ö Ç ñ ½ Ç Æ ¹ ½» ½ ¹ ï ½ È Ñ ù í ú ½ ¹ ½ µ Ç Ç ñ ½» ¼ ½ ¾ ¼ ¾ Ç Ç ñ ½ ¹ ½ ì Ç ¾ ñ ½» ¼ É Ç ¼ É» ¼ ½ ¹ º È Ç Ñ í û ¼ Ç ¼ Ç ½ õ ö ì ò ï µ ì ½ ò ½ µ ½ Ñ ü ¼ É ñ Ç í î ¾ ½ ï ½ È ¹ ½» ½ ¹ Ñ í ö ì ¼ ò ï µ È ò ò ½ Ç À ½ ¹ ½ µ Ç ¼ ¼ Ç ñ ½ õ ö ï ½ È Ñ í ú ½ ¹ ½ µ Ç Ç ñ ½» ¼ ½ ¾ ¼ ¾ Ç Ç ñ ½ ò ¼ É ñ Ç ¾ ñ ½» ¼ É Ç ¼ É» ¼ ½ ¹ º È Ç Ñ í û ¼ Ç ¼ Ç ½ õ ö ì ò ï µ ì ½ ò ½ µ ½ Ñ ý Æ í ö º µ ¹ ½ È Æ ¾ ò Ç ñ ò È É ñ Ç ñ ½ ¼ À Æ ¹ º ½ ï ½ È Æ Ç ¼ À Ñ í ú ½ ¹ ½ µ Ç Ç ñ ½» ¼ ½ ¾ ¼ ¾ Á» ½ ¾ ñ ½» ¼ É Ç ¼ É» ¼ ½ ¹ º È Ç Ñ í û ¼ Ç ¼ Ç ½ õ ö ì ò ï µ ì ½ ò ½ µ ½ Ñ 3-78 Polycom, Inc.

5 Chapter 3-Basic Operation Ò Ó Ô Õ Ö Ø Ù Ú ª ª Å «² Û «Ü Ì Ý Þ Þ ß à á â ã ä â å æ Þ ç è é ç ß ê ð ¾ í ö º µ ¹ ½ ¾ ¾ ò Ç ñ ò È É ñ Ç ñ ½ ¼ À Æ ¹ º ½ ï ½ È Æ Ç ¼ À Ñ í ú ½ ¹ ½ µ Ç Ç ñ ½» ¼ ½ ¾ ¼ ¾ Á ½ ¹ ¾ ¾ ñ ½» ¼ É Ç ¼ É» ¼ ½ ¹ º È Ç Ñ í û ¼ Ç ¼ Ç ½ õ ö ì ò ï µ ì ½ ò ½ µ ½ Ñ ï ¼ ø ù í ö ì ¼ ò ï µ È ò ò ½ Ç À ½ ¹ ½ µ Ç ¼ ¼ Ç ñ ½ õ ö ï ½ È Ñ í ï ¼ Ç ñ ½ ò ½ ï Ç ½ µ ï ½ ò ¾ ñ ½ È À ¼ É ó ö ö Ñ ï È Ç ø ù í ó ô ¼ Ç õ ö ½ È Ñ í ï È Ç Ç ñ ½ ò ½ ï Ç ½ µ ï ½ ò ¾ ñ ½ È À ¼ É ó ö ö Ñ DTMF Codes - Numeric Keys ½ ì ò ½ È À ¼ É Ç ñ ½ À ñ ò Ç µ È Ç È ï Á ½ ò ½ º À ½ Á ¹ ½ Ç ñ ½ ð ì È µ Ç ¼ ì Ç ñ ½ ½ Æ ¼ Ç µ µ ò ¼ É Ç Ç ñ Ç ½ Æ ¼ Ç À µ ì ¼ É È ò Ç ¼ À Ñ DTMF codes are entered using the Remote Device Numerics Keys and are defined as follows: Ò Ó Ô Õ Ö Ø Ù ª Ä Ê ª Ë Ì Í Î â Þ ç æ á â ã ä â å æ Þ ç è é ç ß ê í È ï Á ½ ò ¼ Æ È Ç Ñ í È ï Á ½ ò ¼ Æ È Ç Ñ í ú ñ ò Ç µ È Ç ½ º Ç È ï Á ½ ò ½ ï ½ È Æ Ç ¼ ¾ ñ ½ µ ì ½ ò ½ µ ½» ¼ ½ ò Ç ñ ½ õ ö ï ½ È ¼ À ¼ À Æ ¹ º ½ Ñ í ú ñ ò Ç µ È Ç ½ º Ç È ï Á ½ ò ½ ï ½ È Æ Ç ¼ ¾ ñ ½ Ç ñ ½ µ ì ½ ò ½ µ ½» ¼ ½ ò Ç ñ ½ õ ö ï ½ È ¼ À ¼ À Æ ¹ º ½ Ñ í û ¼ Ç ¼ Ç ½ õ ö À ½ À À ¼ û ú ð õ ú ½ Æ ¼ Ç ø ¼ À Ç ñ ½ ½ ì È ¹ Ç ì ò Ç ñ ½ Ã Ü «! Ü ª ð ö ½ ù Ñ " í û ¼ Ç ¼ Ç ½ ð ï ½ ø ¾ ¼ Ç ñ õ ¹ º µ ï ½ Æ ¼ Ç À ù È ò ¼ É µ ì ½ ò ½ µ ½ ò ¾ ñ ½ Ç ñ ½ õ ö ï ½ È ¼ À ¼ À Æ ¹ º ½ Ñ í ó Ç ½ ò Æ ½ ò ¼ # $ % ¾ ñ ¼ ¹ ½ ½ Ç ½ ò ¼ É û õ ò ½ À À Ñ & ö ì ¼ ò ï À ½ ¹ ½ µ Ç ¼ À ½ ¼ ì ò ï Ç ¼ Ç Ç ñ ½ ü ' Ñ Polycom, Inc. 3-79

Polycom RMX 1500/2000/4000 Getting Started Guide PCM Main Menu - Level 1 Click&View With the Click&View application, participants can change their Personal Layouts using the Arrow Keys or DTMF codes

6 Polycom RMX 1500/2000/4000 Getting Started Guide PCM Main Menu - Level 1 Click&View With the Click&View application, participants can change their Personal Layouts using the Arrow Keys or DTMF codes entered using the Numeric Keys of their endpoints. For a full description of Click&View see "Personal Layout Selection with Click&View on page Invite Participant To invite a participant to connect to the conference: 1 Use the Up/Down arrow keys to select Invite Participant in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 2 key on the Remote Device. The Invite Participant sub menu is displayed. 2 Use the Numeric Keys to enter the number of the participant s endpoint. 3 Press the # key to initiate the call. 4 Optional. a b 5 Optional. a Use the Down arrow to browse to and change the selection of the dialing method from Auto to one of the following: H.323 SIP VoIP ISDN PSTN Press the # key to initiate the call. Use the Arrow Keys to browse to the Directory button and select the Alphabetic Grouping sub menu Polycom, Inc.

7 Chapter 3-Basic Operation The Local Directory is displayed. þ +, - œ š ) * š b c d e Use the Numeric Keys to enter the number of the participant s endpoint. Press # or the Zoom In key to initiate the call. or Use the Up/Down arrow keys to select a Participant from the displayed list or use the Up/Down and Left /Right arrow keys to display other directory listings. A message, Press # or Zoom In to select, is displayed. Press # or the Zoom In key to initiate the call. Optional. To display all participants: ( Use the Down arrow and the to select the ALL button. ( Use the Zoom In key to display the global directory. ( Use the Up/Down and Left /Right arrow keys to select a Participant. ( Press # or the Zoom In key to initiate the call. Participants Mute/Status The chairperson can view and control the audio and video status of each participant's endpoint. The chairperson can: View the audio and video status of participants. Mute, block, unmute, unblock participant audio. Suspend or allow participant video. Mute all (except chairperson and lecturer). To view and change the Participants Mute/Status: 1 Use the Up/Down arrow keys to browse to Participants Mute/Status entry in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 3 key on the Remote Device. Polycom, Inc. 3-81

8 ä Polycom RMX 1500/2000/4000 Getting Started Guide The Participants Mute/Status sub menu is displayed. The sub menu displays the Muted, Blocked and Video Suspended status of all participants endpoints. ALL can be selected to mute and unmute all participant endpoints with the exception of the conference chairperson and lecturer. 2 Use the Up/Down/Left/Right arrow keys to select a Mute, Block or Suspend status icon. 3 Use the Zoom In key to toggle the state of the audio and video channels of the participants endpoints. The status icons are summarized in Table Ò Ó Ô Õ Ö Ø Ù. «! Ü / 0 «Ü Î ª Ü 1 Ã Ü «Ü Î Â / Ì Î 2 é 3 é å 4 æ ß ê â å æ Þ ç è é ç ß ê 5 È ¼ È Ç Æ È Ç ì ò ï Ç ñ ¼ À ½ Æ ¼ Ç ¼ À ¹ ¹ ¾ ½ Ñ 6 Ç ñ ½ ò µ ì ½ ò ½ µ ½ Æ ò Ç ¼ µ ¼ Æ Ç À µ ñ ½ ò Ç ñ ½ È ¼ ì ò ï Ç ñ ¼ À ½ Æ ¼ Ç Ñ ñ ½ ½ Æ ¼ Ç ¼ À ï È Ç ½ Ñ 6 Ç ñ ½ ò µ ì ½ ò ½ µ ½ Æ ò Ç ¼ µ ¼ Æ Ç À ¾ ¼ ¹ ¹ Ç ñ ½ ò È ¼ ì ò ï Ç ñ ¼ À ½ Æ ¼ Ç Ñ ñ ½ È ¼ ¼ Æ È Ç Ç Ç ñ ¼ À ½ Æ ¼ Ç ¼ À ¹ ¹ ¾ ½ Ñ ñ ¼ À ½ Æ ¼ Ç µ ñ ½ ò Ç ñ ½ µ ì ½ ò ½ µ ½ È ¼ Ñ ñ ½ È ¼ È Ç Æ È Ç Ç Ç ñ ¼ À ½ Æ ¼ Ç ¼ À Á ¹ µ ½ Ñ ñ ¼ À ½ Æ ¼ Ç µ Ç ò ½ µ ½ ¼» ½ Ç ñ ½ µ ì ½ ò ½ µ ½ È ¼ Ñ 7 ¼ ½ È Ç Æ È Ç ì ò ï Ç ñ ½ ½ Æ ¼ Ç ¼ À ¹ ¹ ¾ ½ Ñ 6 Ç ñ ½ ò µ ì ½ ò ½ µ ½ Æ ò Ç ¼ µ ¼ Æ Ç À µ À ½ ½» ¼ ½ ì ò ï Ç ñ ¼ À ½ Æ ¼ Ç Ñ 7 ¼ ½ È Ç Æ È Ç ì ò ï Ç ñ ½ ½ Æ ¼ Ç ¼ À À È À Æ ½ ½ Ñ 6 Ç ñ ½ ò µ ì ½ ò ½ µ ½ Æ ò Ç ¼ µ ¼ Æ Ç À µ Ç À ½ ½» ¼ ½ ì ò ï Ç ñ ¼ À ½ Æ ¼ Ç Ñ ñ ½ ½ Æ ¼ Ç ¼ À ½ ¼ Ç ñ ½ ò ï È Ç ½ ò Á ¹ µ ½ Ñ ñ ½ ½ Æ ¼ Ç ¼ À Á Ç ñ ï È Ç ½ Á ¹ µ ½ Ñ 3-82 Polycom, Inc.

Chapter 3-Basic Operation Camera Control This function is not available to chairpersons using PCM with ISDN endpoints. The endpoint to be controlled must support Far End Camera Control (FECC).

To control a far camera: 1 Use the Up/Down arrow keys to select Camera Control in the Main Menu and then press the Right arrow or # key to confirm your selection.

9 Chapter 3-Basic Operation Camera Control This function is not available to chairpersons using PCM with ISDN endpoints. The endpoint to be controlled must support Far End Camera Control (FECC). Using the arrow keys of the remote control device, the chairperson can control the direction, zoom and focus of a remote endpoint s camera. To control a far camera: 1 Use the Up/Down arrow keys to select Camera Control in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 4 key on the Remote Device. The Camera Control sub menu is displayed. 2 Use the Up/Down/Left/Right arrow keys to select the far camera to be controlled. A colored frame is displayed around the selected cell in the video layout. 3 Use the Zoom In key to activate FECC. Following a 10 second delay, the FECC active icon ( image of the selected site. ) is displayed in the video : + + ; < 9 : : + If no camera control keys are pressed on the Remote Control Device within a period of 5 seconds, the previous menu (Camera Control) menu is automatically displayed. 4 Use the Up/Down/Left/Right/Zoom In/Zoom Out arrow keys to control the remote camera. 5 Use the Zoom Out key on the remote control to return to the PCM Main Menu. Polycom, Inc. 3-83

To Video Force a participant s video: 1 Use the Up/Down arrow keys to select Video Force in the Main Menu and then press the Right arrow or # key to confirm your selection.

10 Polycom RMX 1500/2000/4000 Getting Started Guide Video Force This function is not available to chairpersons using PCM with ISDN endpoints. Video Force enables the chairperson to force the video of a specific participant to a specific window of the video layout. To Video Force a participant s video: 1 Use the Up/Down arrow keys to select Video Force in the Main Menu and then press the Right arrow or # key to confirm your selection. or Press the 5 key on the Remote Device. The Video Force sub menu is displayed. 2 Use the Up/Down/Left/Right arrow keys to select the window of the video layout that you want the specific participant to be displayed in. 3 Press the Zoom In key to cycle the display of all participants in the selected video window until the participant you want to be displayed appears. 4 Press the Right arrow or # key to confirm your selection. Recording This function is not available to chairpersons using PCM with ISDN endpoints. If a Recording Link has been set up in the Conference Profile, the conference chairperson can use the PCM interface to start, pause, resume and stop recording. If no Recording Link exists, this function appears grayed out and cannot be selected. In MPMx mode a Recording or Recording Paused indication is displayed in the upper left corner of the video layout of all conference participants. = A B C D E F D B C? G A 3-84 Polycom, Inc.

Polycom RMX 1500/2000/4000 Release Notes

Polycom RMX 1500/2000/4000 Release Notes Version 7.1 January 2011 DOC2590A Trademark Information Polycom, the Polycom Triangles logo, and the names and marks associated with Polycom s products are trademarks