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User's Guide for Polycom® HDX® Room Systems, Version 3.0.5

1. 32 Polycom Inc User s Guide for Polycom HDX Room Systems ry Presence Description In a Call The system is set to Available and is registered with a presence service It is in a call but is available to receive another call Unknown Presence The presence state is unknown The Contact was created locally or is not registered with a presence service The system is a desktop client that is available but is currently idle Offline The system is powered off or is offline You can view Contact details in the system s local interface Highlight the Contact and press U A dialog appears with the display name address call speed and group Including Multiple Sites in Calls During a multipoint call multiple sites can see and hear each other You can also share content in a multipoint call just as you can in a point to point call All systems can participate in multipoint calls To host multipoint calls your system must have optional software installed You can host multipoint calls using a video conferencing system with multipoint capabilities or you can use a bridge such as the Polycom RMX 1000 Polycom RMX 2000 or Polycom MGCTM If your multipoint calls disconnect after 5 minutes your system might be set up for the multipoint trial To do untimed multipoint conferences a multipoint key must be installed Contact your administrator for assistance Placing a Multipoint Call Polycom Inc How you place a
2. 13 Enabling Dual Monitor Emulation 00 YY 14 Showing Moving and Turning Off the PIP 16 Specifying When to Display the PIP 0 0005 16 Controlling What You Hea assodat 665 cao ew Eee a wx beret 17 ye iN VOUE uoce r aop ig Guter eke Pee tisha il A 17 Monne the Micro pnOne faites acces Gn Cet reece donde petes fach 17 Enjoying Stereo Audio in Video Calls 000008 18 SHOWING Coment cau ened a weis haute eru dioe S dauid diode Oy 18 Showing Content with PeopletContentTMIP 19 Showing Content from a Computer Connected Directly to the EID Syste oos Weed Y Needs ta VE tee 20 Polycom HDX 9006 Polycom HDX 8000 series Polycom HDX 7000 series and Polycom HDX 6000 series systems 20 Polycom Inc ecc User s Guide for Polycom HDX Room Systems Polycom HDX 9004 Polycom HDX 9002 and Polycom HDX 9001 systems amp uc22 dot arp stet I Seta eo icit 21 Showing Content from a Document Camera VCR or DVD Player 22 Showing Content with Polycom People on Content 22 Usine the Polycom UGC Board lt i atus t adeb poco tet p te 23 bav and Retrieve Features eoe sos aed eve REY Y ew le 24 Controlling Recording Devices 0 cece eee eee 27 Working with Directory Entries and Favorites 0 27 peat chine the DITeGLOPy sisvet sinaos Y UD NU UN UO UG 28 Adding Editing and Deleting Fa
3. 3 4 5 Select System from the Home screen Select User Settings from the System screen Select Q Next to see more settings Scroll to Dual Monitor Emulation and press O on the remote control to enable the option Press A Home to save your change and return to the Home screen During calls using Dual Monitor Emulation without content you can press the Display button on the remote control to scroll through the following screen layouts 1 Near and far sites same size side by side 2 Far site big near site small Polycom Inc User s Guide for Polycom HDX Room Systems 3 Near site big far site small 4 Near site full screen 5 Far site full screen The last layout viewed is used for the next call During calls using Dual Monitor Emulation with content you can press the Display button on the remote control to scroll through the following screen layouts p 1 Content big far and near sites small 2 Content big far site small 3 Content and far site same size E L 4 Content full screen Polycom Inc 15 User s Guide for Polycom HDX Room Systems Polycom HDX 9006 Polycom HDX 8000 series and Polycom HDX 7000 series systems with Hardware Version B Polycom HDX 7000 series systems with Hardware Version C and Polycom HDX 6000 series systems show only two windows in Dual Monitor Emulation Showing Moving and Turning Off the PIP Your system
4. Video Conferencing The call includes e Polycom HDX systems ViewStation amp EX ViewStation FX VSX and V84000 M systems connected by IP System H 323 ISDN H 320 or both e Other systems connected by ISDN H 320 only Allowed by the bridge To use the chair control options when you are in a multipoint call 1 In the browser address line enter the HDX system s IP address to access its web interface 8 x and configure your browser to allow cookies Enter the IP address of the HDX system using the http IPaddress for example http 10 11 12 13 or https IPaddress format If you operate within a secure environment with the Maximum Security Profile or Security Mode enabled you must use the https IPaddress format Using the HTTPS protocol ensures that the configuration of all login information such as user names and passwords are transmitted using an encrypted channel including those user names and passwords used to communicate with third party systems on your network Using the HTTPS protocol severely limits the ability of anyone on the network to discover these credentials 4 To use the HDX web interface you must use Internet Explorer version 6 x 7 x or 2 Click Place a Call 3 Click Chair Control to go to the Chair Control screen The Chair Control option is only available when the system is in a multipoint call It is not available in cascaded multipoint calls Polycom Inc 37 User s Guide for Po
5. see if the contacts are online and call them without knowing or remembering their addresses Microsoft Office Communications Server 2007 R2 and Microsoft Lync Server 2010 directory searches only return an entry whose last name begins with your search string First names beginning with the search string are not returned in the results Managing Contacts Using Office Communicator or Microsoft Lync Polycom Inc Office Communicator and Microsoft Lync contacts appear on the Polycom HDX system Favorites screen and in the Favorites group in the directory To add or delete Office Communicator or Microsoft Lync contacts on the Polycom HDX system use the Office Communicator or Microsoft Lync application You 43 User s Guide for Polycom HDX Room Systems can populate groups created locally on a Polycom HDX system with existing Office Communicator or Microsoft Lync contacts but those changes do not appear on any other device To manage your contacts using Office Communicator or Microsoft Lync 1 Log in to Office Communicator or Microsoft Lync with the same account information specified in the SIP settings of your Polycom HDX system 2 From Office Communicator or Microsoft Lync you can Add and remove contacts Add and remove groups Move contacts from group to group Changes made to contacts and groups using Office Communicator or Microsoft Lync appear on the Polycom HDX system Favorites screen and in the Favorites group
6. 34 o dando cr we dot enter On ee Y YR eee 45 Mitine nra ec CP Call a udo dece deor acte Reed as 45 Holding and Resuming CCCP Calls 0 0 0002 45 Using Avaya Network Features with Video Calls 46 Customizing Your Workspaces stes saved ADG GU sauteed as 48 Allowing the Far Site to Control Your Camera 48 Displaying the Far Site s Name When the Call Connects 48 Hearing Audio Confirmation When You Dial 48 iv Polycom Inc Polycom Inc Adjusting for Room Lignin ceisir ibo Testo o eb ed buit Polycom Solution Support User s Guide for Polycom HDX9 Room Systems Version 3 0 5 Polycom Inc This guide includes overview information that you might find helpful when you re just starting to learn about video conferencing or when you have experience but you need a quick refresher Polycom amp HDX systems can be customized to show only those options used in your organization Therefore this guide might cover options that you cannot access on your system To find out more about these options please talk to the administrator of your Polycom HDX system This guide covers instructions for the following models Polycom HDX 8000 Series Polycom HDX 7000 Series and Polycom Polycom HDX 9000 Series HDX 6000 Series User s Guide for Polycom HDX Room Systems Using the Remote Control You use the remote control to place calls adjust the v
7. If your system s camera supports pan tilt and zoom movement you can create up to 100 preset camera positions 0 99 for the near site Each preset stores the camera number its zoom level and the direction it points These presets remain in effect until you delete or change them If far site camera control is allowed you can create up to 16 presets 0 15 for the far site camera These presets are saved only for the duration of the call You might also be able to use presets that were created at the far site to control the far site camera 12 Polycom Inc User s Guide for Polycom HDX Room Systems To move the camera to a stored preset 1 Ifa call is connected press N Near or ee Far on the remote control and then choose a near site or far site camera 2 Press a number on the remote control Depending on how your system is configured you might need to press Preset before you press a number To view your near site presets gt gt Press RP Preset on the remote control Icons for presets 0 9 are shown on the screen The colored icons indicate stored camera positions and the gray icons indicate unassigned presets To store a preset x 1 If youare ina call press Sg Near or Ed Far on the remote control and then choose a near site or far site camera or other video source 2 With the camera in the desired position press and hold a number to store the preset position To store a double digit preset press
8. Name Name that appears in the directory list and on incoming call messages The group where the new Contact appears Call Type Call type to use for calls to the site Depends on the capabilities of your system For more information about call types refer to Types of Video Calls You Can Make on page 8 Call Speed Call speed to use for video calls to this site 28 Polycom Inc Polycom Inc User s Guide for Polycom HDX Room Systems Setting Description Number Number to use for calling the site Extension The system s extension E 164 address 6 Select Update to add each combination of call type and number that you want to store for the site To remove the last call type added select Clear 7 Select Save to save the entry To edit an entry You can edit any contact that was created locally l Press uem Directory on the remote control and open the Favorites group or go to the Favorites screen 2 Open the Favorites group that contains the contact you want to edit To open a group select it The name of the group that is open appears at the top of the screen Highlight the contact you want to edit Select Options gt Edit Contact You cannot edit a global entry Edit the information as needed cw oo RR O O Select Save to save your changes To delete an entry You can delete any contact that was created locally Press m Directory on the remote control and open the Favor
9. Systems To view more information about a meeting on the calendar highlight it and press on the remote control Depending on how your system is configured private meeting details might not be visible and you might see reminders displayed on the system a short time before each meeting If your system is configured to connect to the Microsoft Exchange Server and the Polycom Conferencing Add In for Microsoft Outlook is installed at your site you have access to the following additional calendar features e Upcoming meetings scheduled with the Polycom Conferencing Add In for Microsoft Outlook are indicated with 5 on the Polycom HDX system Calendar screen Past meetings scheduled with the Polycom Conferencing Add In for Microsoft Outlook are indicated by 5 e Tojoin a meeting scheduled with the Polycom Conferencing Add In for Microsoft Outlook you can select Join Now on the Polycom HDX system without knowing the dialing information e You can schedule a meeting using the Polycom Conferencing Add In for Microsoft Outlook by clicking P gt Schedule Polycom Conference in the Microsoft Outlook toolbar Using Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server 2010 Features with Video Calls Depending on how your system is configured you might be able to search a Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server 2010 directory view a list of Microsoft OCS or Microsoft Lync contacts
10. call to the group press the Call button on the remote control Depending on how your system is configured it attempts to call the group using a pre defined list of call types Contact your system administrator for more information You cannot call a group that contains another group and you cannot call a group that exceeds your system s multipoint calling capability Refreshing Entries from the Polycom Global Directory Server The global directory entries are periodically refreshed on systems registered to the Polycom Global Directory Server You can also manually refresh the global directory entries on your system To manually refresh Polycom GDS entries 1 Press ey Directory on the remote control 2 Select Group gt Polycom GDS 3 Select Options gt Refresh Contacts with Presence If your system is automatically provisioned and registered to a global directory server your Favorites might include default LDAP group members and up to 200 global Contacts stored by the presence service If the system is registered with a global directory you could see the following icons next to Contacts on the Favorites screen leon Presence Description Ge Available The system is set to Available and is registered with a presence service Do Not Disturb The system is set to Do Not Disturb and is registered with a presence service or The system is set to Available but is in a call and is not available to receive another call
11. in the directory Polycom HDX systems support up to 200 contacts and 64 groups from Office Communicator or Microsoft Lync Polycom HDX systems do not support Office Communicator or Microsoft Lync distribution list groups which are created on the Microsoft Exchange Server and are typically used for sending email to a group of people Viewing Microsoft Office Communications Server or Microsoft Lync Server 2010 Presence States 44 Polycom HDX systems and Office Communicator or Microsoft Lync users in an integrated environment use the following presence icons to indicate presence states Do Not Disturb Indicates that the HDX system or Office Communicator or Microsoft Lync user is set to Do Not Disturb In a Call Indicates that the HDX system or Office Communicator or Microsoft Lync user is in one of the following states In a call Accepting urgent interruptions only Busy Inactive In a Conference In a Meeting Polycom Inc User s Guide for Polycom HDX Room Systems Available Indicates that the HDX system or Office Communicator or Microsoft Lync user is available Offline Indicates the HDX system or Office Communicator or Microsoft Lync user is offline Presence Unknown Indicates that the presence state of the HDX system or Office Communicator or Microsoft Lync user is unknown Multipoint Calls Using Centralized Conferencing Control Protocol CCCP Polycom Inc If a Polycom HDX system is deployed in
12. in the picture Because backlight controls adjust the main camera these controls do not make content from a computer or a document camera appear brighter To turn backlight compensation on 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Scroll to Backlight Compensation and press A on the remote control to enable the option 4 Press Home to save your change and return to the Home screen Polycom Solution Support Polycom Inc Polycom Implementation and Maintenance services provide support for Polycom solution components only Additional services for supported third party Unified Communications UC environments integrated with Polycom solutions are available from Polycom Global Services and its certified Partners These additional services will help customers successfully design deploy optimize and manage Polycom visual communications within their UC environments 49 User s Guide for Polycom HDX Room Systems 50 Professional Services for Microsoft Integration is mandatory for Polycom Conferencing for Microsoft Outlook Microsoft Office Communications Server and Microsoft Lync Server 2010 integrations For additional information and details please refer to http www polycom com services professional services index html or contact your local Polycom representative Polycom Inc
13. recently The Recent Calls screen provides details of all incoming and outgoing calls including the time of the calls To place a call from the Recent Calls screen 1 Select Recent Calls from the Home screen 2 Scroll to the entry you want to call and press Gy Call or press the reference number that appears next to the entry to place the call You can filter the list by placed or received calls by selecting Options gt Sort Options To see more details about a call listed on the Recent Calls screen highlight the call and press Q Info on the remote control User s Guide for Polycom HDX Room Systems Calling from the Favorites Screen You might be able to see a list of Contacts on the Favorites screen To place a call from the Favorites screen Select Favorites from the Home screen 2 Highlight the contact you want to call and press Gy Call or press the reference number that appears next to the contact to place the call Calling a Speed Dial Entry Your system administrator might have configured Speed Dial buttons on the Home screen To place a call to a Speed Dial entry 1 Highlight the speed dial entry you want to call on the Home screen 2 Press Gy Call to place the call Contact your administrator for information about speed dial entries Calling from the Directory The directory can include a list of sites stored locally on the Polycom HDX system If the system is registered with a global directory the direct
14. server Up to 20 000 contacts when the HDX system is registered with Microsoft Office Communications Server 2007 or Microsoft Lync Server 2010 27 User s Guide for Polycom HDX Room Systems Searching the Directory Press wm Directory on the remote control 2 Opena specific group folder if you want to narrow your search results Enter a name in the search field by Spelling the name using the number buttons on the remote control Spelling the name using the onscreen keyboard or by pressing EE Keyboard on the remote control Scroll through the list of names using the lt _ Up and gt Down arrow buttons or Zoom on the remote control 4 If the search does not start as soon as you enter a character in the search field select the po Search button Adding Editing and Deleting Favorites You can create Contacts and groups and save them in the Polycom HDX system directory Any changes appear in Favorites To add a Contact to Favorites Press sa Directory on the remote control and open the Favorites group or go to the Favorites screen 2 If you have groups within Favorites make sure that you have opened the group where you want the new Contact to appear To open a group select it The name of the group that is open appears at the top of the screen for example Directory Favorites 3 Select Options gt Add a Contact Select Create Contact 5 Specify the following information Lac MAL eee
15. system tests fail User s Guide for Polycom HDX Room Systems Calling and Answering Answering a Call Placing a Call The way a Polycom HDX system handles incoming calls depends on how it is configured It either answers the call automatically rejects the call automatically or prompts you to answer the call manually To answer the call manually gt gt Press Gy Call or select Yes using the remote control You can use your system to place a video call in any of these ways Entering a name or number on the Place a Call screen e Choosing a site from Recent Calls list Favorites screen Speed Dial Directory Calling into a scheduled meeting from the Calendar screen Calling by Entering a Name or Number To place a call by entering a name or number 1 From the Home screen select Place a Call or start entering numbers with the remote control to go to the Place a Call screen if it is enabled on your system 2 In the dialing field enter the dialing information Depending on the capabilities of your system and the system you are calling the dialing information could look like one of these examples 10 11 12 13 IPv4 address include the dots 1b11 22ad 333a 444b 5cc5 66d6 e777 88f8 IPv6 address include the colons 2555 E 164 extension for H 323 or SIP stereo polycom com DNS name Polycom Inc Polycom Inc User s Guide for Polycom HDX Room Systems 19782922854 ISDN or phone numbe
16. that the room is well lit Stand about 3 feet in front of the background to avoid casting shadows on it To show content with People on Content 1 Make sure that the content you want to show is ready 2 Press 4 Option on the remote control 3 Select People on Content The icons for the foreground and background video sources move up slightly on the screen The camera moves to the preset location Contentis displayed in place of the background The foreground and background video sources are configured by the administrator You can adjust the camera or choose a different foreground video source after you start showing content with People on Content To stop showing content with People on Content l Press Option on the remote control 2 Select People on Content Using the Polycom UC Board Polycom Inc By using the Polycom UC Board stylus and receiver with a USB hub and either a standard whiteboard and projector or dual monitor setup you can show and annotate content in real time from selected Polycom HDX systems Integration with HDX system software means that you do not need to start an external application to use the UC Board For information about setting up and getting started with the UC Board refer to the Quick Start Guide for the Polycom UC Board and the Administrator s Guide for Polycom HDX Systems at support polycom com To use the UC Board with your Polycom HDX system 1 Ensure that the monitors or
17. want to show and click Jy in People Content IP If you are using multiple screens on your computer move the People Content IP icon to the screen you want to share To stop showing content If the People Content IP toolbar is minimized maximize it by clicking the icon in the task bar Click Qg in People Content IP or press m Camera and deselect the computer input Click Disconnect User s Guide for Polycom HDX Room Systems To keep a multipoint call hosted by the HDX system secure content is automatically stopped when a participant joins the call Showing Content from a Computer Connected Directly to the HDX System Before you show content check that the computer video output is configured to use one of these supported resolutions and refresh rates Polycom HDX 9006 Polycom HDX 8000 series Polycom HDX 7000 series and Polycom HDX 6000 series systems Dmm 0 m Dwewe 0 m 0 Dew 0 8 lt 20 Polycom Inc User s Guide for Polycom HDX Room Systems Polycom HDX 9004 Polycom HDX 9002 and Polycom HDX 9001 systems Resolution Refresh rates Hz 640 x 480 60 72 75 800 x 600 60 72 75 1024 x 768 60 70 75 1280 x 720 50 60 1280 x 1024 operating system you have Check your computer s manual or help topics for the The way you set the resolution and refresh rate differs depending on the type of appropriate steps To start showing content 1 To show people and content at the same ti
18. We POLYCOM User s Guide for Polycom9 HDX Room Systems Version 3 0 5 July 2012 3725 23978 011 A Trademark Information Polycom and the names and marks associated with Polycom s products are trademarks and or service marks of Polycom Inc and are registered and or common law marks in the United States and various other countries All other trademarks are 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 Customer Feedback We are constantly working to improve the quality of our documentation and we would appreciate your feedback Please send email to videodocumentation polycom com 2012 Polycom Inc All rights reserved Polycom Inc 6001 America Center Drive San Jose CA 95002 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
19. a Microsoft Lync Server 2010 environment and Centralized Conferencing Control Protocol CCCP is enabled you can place and participate in multipoint calls that are hosted by Microsoft audio and video servers Contact your system administrator and the Polycom Unified Communications Deployment Guide for Microsoft Environments for more information about CCCP multipoint calling which is referred to as Lync Conferencing in that book When you add a group to a CCCP conference only the first three contacts in the group are added to the call Muting in a CCCP Call A Microsoft Lync client acting as the call organizer can mute all of the participants in the call You cannot unmute until the organizer unmutes the participants unless you are designated as a presenter If the meeting organizer has muted your Polycom HDX system selectively you can unmute your system even if the organizer does not It is important to understand that no one else can unmute your microphone They can only request that you unmute When your mute status changes due to a Microsoft Lync client organizer muting or unmuting all of the participants notification is displayed on the Polycom HDX system monitor Holding and Resuming CCCP Calls When an HDX system is registered to a Microsoft Lync server the HDX system can participate in Lync hosted multipoint calls You can place calls on hold and resume calls on the HDX system when it is on a Lync hosted call Certain restrictio
20. all The phone number for example 19784444321 of the site you want to call To enter letters press the ABC soft key To enter an asterisk press the Video button and then press the button on the SoundStation IP 7000 keypad two times To enter a dot or symbol press the ABC soft key then key multiple times You can also place calls using the conference phone s directory or the redial key The indicators on the conference phone are green when the system is in a call and audio is not muted To place a multipoint call using a connected SoundStation IP 7000 conference phone Call the first site 2 When the call connects press the Add Video or Add Phone soft key on the conference phone 3 Place a call to the next site Repeat steps 2 and 3 until all sites are connected To control volume in a call using a connected SoundStation IP 7000 conference phone gt gt Press the and keys on the conference phone to adjust the volume of audio from the far site A User s Guide for Polycom HDX Room Systems You can also adjust the volume using the volume buttons on the Polycom HDX system remote control To mute audio in a call using a connected SoundStation IP 7000 conference phone gt gt Press the Mute key on the conference phone You can also mute the audio using the mute button on the Polycom HDX system remote control or on a connected Polycom HDX microphone The indicators on the conference phone are red when yo
21. audio only conference To activate call forwarding Make sure that the Polycom system is not in a call Polycom Inc User s Guide for Polycom HDX Room Systems 2 From the Place a Call screen on the Polycom system dial the Feature Access Code provided by the Avaya Communication Manager administrator followed by the E 164 extension of the system to which you want to forward the calls For example dial 22016 if 2 is the Feature Access Code and 2016 is the system E 164 3 Wait for confirmation beeps To deactivate call forwarding From the Polycom system Place a Call screen dial the Feature Access Code provided by the Avaya Communication Manager administrator For example 2 if 2 is the Feature Access Code for disabling call forwarding 2 Wait for confirmation beeps To transfer a call 1 While ina call press i on your Polycom system remote control to access the tone pad 2 Press O Select to activate flash hook The first far site system is placed on hold 3 Wait for a dial tone and then dial the extension of the far site system to which you want to transfer the call The call connects both audio and video between the local system and the second far site system The first far site system is still on hold 4 Hang up the near site system The two far site systems are now connected in a call with audio and video if the capabilities are present To add a system to a call 1 While ina call press on th
22. e Polycom system remote control to access the tone pad Press O Select to activate flash hook The far site system is put on hold Wait for a dial tone and then dial the extension of the system that you want to add to the call 4 Press Select again The call becomes an audio only conference with all of the systems If the system that dialed the flash hook hangs up the other systems remain connected in a call with audio and video if the capabilities are present Polycom Inc 47 User s Guide for Polycom HDX Room Systems Customizing Your Workspace You can customize what you see on the screen depending on how your system is configured Allowing the Far Site to Control Your Camera If your system administrator has allowed access to user settings you can allow the far site to control your camera Far site participants can also set and use presets for your camera if their system supports this To allow the far site to control your camera 2 3 4 Select System from the Home screen Select User Settings from the System screen Scroll to Far Control of Near Camera and press O to enable the option Press A Home to save your change and return to the Home screen Changing this setting takes effect immediately even if a call is in progress Displaying the Far Site s Name When the Call Connects If your system administrator has allowed access to user settings you can specify whether to display the far site
23. from any device connected to the VCR or content audio inputs e he microphone might automatically mute when the system is asleep or is waiting for you to log in e The red mute indicator on the front of the Polycom EagleEye View camera is lit when the system is muted or when a Polycom microphone is connected and muted e he microphone might automatically mute when the system automatically answers an incoming call Enjoying Stereo Audio in Video Calls If your video conferencing room is configured to use stereo sound the left and right microphone inputs are configured during system setup It is important that you do not move the microphones as this might detract from the stereo audio experience Stereo audio is only available in video calls of 256 kbps or higher Showing Content Depending on how your system is configured you might be able to show content that is stored on a computer When you show content the far site can see you and what you see on the computer screen You might be able to show the following to the far sites e Any information stored on a computer e Real time annotations made using the Polycom UC Board A paper document or object placed on a document camera A videotape or DVD You can show one content source and one people video source at a time and you can switch to a different type of content or people video source if you need to Participants at other sites can also show content or people vide
24. in the presentation or only the current slide select Every Slide and click OK You can save jpg files up to 512 kb or 15840 x 8640 Larger files are not saved 4 To export graphic files save them as jpg format and then save the files to your USB storage device 5 Insert the USB storage device into the HDX system s USB port 24 Polycom Inc User s Guide for Polycom HDX Room Systems You can extend the reach of the USB connector on the HDX system by installing an active USB extension cable Viewing and Deleting Content on the UC Board To view slides saved on a USB storage device gt gt With a slide open on the UC Board do one of the following Hold the stylus close to the UC Board and tap the Next Arrow or Previous Arrow on the screen to navigate the slides Hold the stylus close to the UC Board and click the large button shown in the following figure to go to the next slide or click the small button to go to the previous slide Next Slide previous Slide To view thumbnails of slides saved on a USB storage device 1 Onthe UC Board screen tap the Thumbnail icon with your stylus 2 Thumbnail pages are loaded onto the UC Board screen When your presentation contains more than 20 slides a number at the top of the UC Board screen displays your current page You can load up to 10 pages of thumbnails with 20 slides on each page 3 To navigate through the slides in thumbnail view do one of the follow
25. ing Onthe UC Board screen use your stylus to tap the Next Arrow to view the next 20 slides or the gt Previous Arrow to view the previous 20 slides y Hold the stylus close to the UC Board and click the large button for the next set of 20 slides or the small button for the previous set of 20 slides Polycom Inc 25 User s Guide for Polycom HDX Room Systems Points to note about the UC Board When a USB memory device connected to your HDX system the following scenarios are possible e When you accept an incoming call the UC Board closes and the current content is saved automatically e When a point to point call ends the UC Board closes and the current content is saved automatically e n a multipoint call if the far end hangs up the call the UC Board content does not close When the near site also hangs up the call the UC Board closes and the content is saved e _ lf you annotate a slide and save your changes an original slide copy is saved on the USB storage device resulting in an original copy and an annotated copy e While viewing slides if you annotate an existing slide or create a new whiteboard and then save your changes the new whiteboard is stored after the slide you last viewed e When slides are deleted added or saved slide order is maintained so that no gaps exist in numbering To delete slides from a USB storage device 1 On the UC Board screen tap the Trash Can icon with your st
26. is registered with a global directory server you can see information about other active sites that are registered with the same Global Directory Server These entries are stored on the Global Directory Server and you cannot edit them You can however add a global entry to your Favorites For information about using a Microsoft Office Communications Server or Microsoft Lync Server 2010 directory or managing Microsoft Office Communications Server or Microsoft Lync contacts refer to Using Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server 2010 Features with Video Calls on page 43 Sites that you have added are stored on your Polycom HDX system as Favorites You can remove or edit Favorites You can also assign Favorites to groups to more easily find them Everyone at your site who uses the system can use the entries you create and you can use the entries created by others Users at other sites cannot access the Favorites on your system Polycom HDX systems support up to 1 000 Favorites They can also support one of the following Up to 200 additional Favorites with presence when registered with Microsoft Office Communications Server or Microsoft Lync Server 2010 e Up to 200 additional Favorites with presence when registered with a Polycom Converged Management Application CMA system Up to 4 000 contacts from up to 5 servers which appear in the Global Directory group when registered with to Polycom GDS
27. ites group or go to the Favorites screen 2 Open the Favorites group that contains the contact you want to delete To open a group select it The name of the group that is open appears at the top of the screen 3 Highlight the contact you want to delete Press on the remote control or select Options gt Delete Contact If Delete Contact is not available you highlighted a global directory entry which cannot be deleted Points to note about deleting contacts e If the contact is a member of more than one group deleting it removes it from the group you are viewing If the contact was created locally and is not a member of any other group deleting it completely removes it from your system e You cannot delete a contact that was found as a result of a directory search e You cannot delete default Contacts that come from the global directory server except contacts stored with the Polycom CMA presence service 29 User s Guide for Polycom HDX Room Systems Directory Groups 30 To add existing contacts to Favorites from the Favorites screen You can add existing global or new entries to your Favorites 1 Go to the Favorites screen Open the Favorites group to which you want to add contacts Select Options gt Add a Contact to add contacts to the group Select Add from Directory Q A O N Find the contact that you want to add and select it To add existing contacts to Favorites from the directory You can add e
28. lays the combined state of all connections encrypted if all connections in the call are encrypted unencrypted if one or more connections in the call are not encrypted In one call some connections might be encrypted while others are not The padlock icon might not accurately indicate whether the call is encrypted if the call is cascaded or includes an audio only endpoint If encryption is required on your system the far end must support encryption or the call will not be completed To avoid security risks Polycom recommends that all participants communicate the state of their padlock icons verbally at the beginning of a call Controlling What You See Selecting and Adjusting a Camera or Other Video Source Polycom Inc You can use the touch control to select and adjust the main camera or other near site or far site video sources such as document cameras computers VCRs or DVD players You can use the remote control to select and adjust the main camera or other near site or far site video sources such as document cameras computers VCRs or DVD players You might be able to adjust other auxiliary cameras or far site cameras that support pan tilt and zoom movement You can adjust the far site camera only if it is configured at the far site to allow you to control it User s Guide for Polycom HDX Room Systems To select a near site or far site camera or other video source 1 If you are ina call press Vu Near or rN Far on
29. lycom HDX Room Systems 4 Select a site from the list and then use the controls in the web interface to perform one of these actions You can do this By selecting Chair controller Pass chair control to the selected sites Release Chair View the selected site s video This View Site remains in effect until you choose Stop Viewing Site or you release chair control Return to viewing the video selected by Stop Viewing Site the chair or by the host Send your site s video to the other sites Make Me the Broadcaster Send the selected site s video to the Select other sites Broadcaster Remove the selected site from the Disconnect Site conference Disconnect all sites and end the call End Conference Participant Request control of the conference Acquire Chair View the selected site s video This does View Site not change what other sites see Return to viewing the video selected by Stop Viewing Site the chair or the host Changing the Way Calls Are Answered Temporarily Refusing Calls If your system administrator has allowed access to the Availability Control you can automatically refuse incoming calls if you do not wish to be disturbed Callers get a message that the call was rejected and you receive no notification about incoming calls You can however make outgoing calls To temporarily refuse incoming calls ka DO Not Disturb gt gt On the Home screen set the Availability Control to Do Not Dis
30. m the System screen 3 Enter the password in the Meeting Password field in one of these ways Press the remote control number buttons using the text entry method commonly used with cell phones Press Keyboard to use the onscreen keyboard to enter characters 4 Press A Home to save your change and return to the Home screen Multipoint Viewing Modes What you see during a multipoint call can vary depending on how the Polycom HDX system is configured the number of sites participating the number of monitors you are using and whether content is shared The multipoint viewing mode configured on the host system is the one used in the call To find out more about these modes please talk to the administrator of your Polycom HDX system The following table describes the different multipoint viewing modes when an HDX system is hosting the multipoint call See ee Video images from multiple sites can be automatically combined on one monitor in a display known as continuous presence The view switches between continuous presence and full screen depending on the interaction between the sites If multiple sites are talking at the same time continuous presence is used If one site speaks uninterrupted for at least 15 seconds that site appears in full screen on the monitor Polycom Inc 35 User s Guide for Polycom HDX Room Systems LEM MM Discussion Presentation Full Screen ES ICI 36 Multiple site
31. me the HDX system input must be configured for content Make sure the computer is powered on and connected to the Polycom HDX system Polycom HDX 9004 You can connect a computer to video input 4 or 5 When you connect to video input 4 you can also connect to audio input 4 to share sound from your computer Polycom HDX 9002 Polycom HDX 9001 You can connect a computer to video input 4 Polycom HDX 9006 or Polycom HDX 8000 series You can connect a computer to video input 4 You can also connect to audio input 4 to share sound from your computer Polycom HDX 7000 series You can connect a computer to video input 3 You can also connect to audio input 3 to share sound from your computer Polycom HDX 6000 series You can connect a computer to video input 2 You can also connect to the audio input to share sound from your computer 2 Press 8 Content on the remote control or press Camera and select the computer input Audio from the content input sources in step 1 is muted unless the content input is selected as a video source To stop showing content gt gt Press g Content on the remote control or press Camera and deselect the computer input Polycom Inc 21 User s Guide for Polycom HDX Room Systems Showing Content from a Document Camera VCR or DVD Player Depending on how your system is configured you might be able to show different types of information to other sites in a call such as through a document ca
32. mera VCR or DVD player Before the call begins Make sure the document camera VCR or DVD player is connected and powered on Refer to the setup sheet that came with your system Position your document or object on the document camera or insert the videotape or DVD To start showing a document object videotape or DVD in a call Press e Camera on the remote control 2 Selecta content source 3 Press on the remote control To stop showing a document object videotape or DVD in a call Press Camera on the remote control 2 Select the main camera 3 Press on the remote control Showing Content with Polycom People on Content The Polycom People on Content feature allows you to show yourself on top of content that you are sharing The effect is similar to a weather newscast on television This feature is sent as a people source therefore you cannot send a content source when using People on Content 22 Polycom Inc User s Guide for Polycom HDX Room Systems For more information on how to set up a room to maximize the People on Content feature see the Administrator s Guide for Polycom HDX Systems You can also contact your administrator for information about enabling or configuring People on Content Follow these guidelines when you are presenting content with People on Content e Wear solid neutral colored clothes e Avoid wearing black white or the color of your background Make sure
33. might be configured to display a Picture in Picture PIP window During a call on a single monitor system the PIP displays what your main camera is sending to the far site If the far site shows any type of content the content appears in the main part of the screen and the PIP changes to show the people at the far site During a call on a dual monitor system what you see on each monitor and in the PIP depends on how the Polycom HDX system has been configured To show move or turn off the PIP during a call e Press 5 Display on the remote control to display the PIP on screen e While the PIP has a yellow border press Display repeatedly to move it to different corners of the screen e After a brief pause the PIP border turns blue Then press 5 Display to turn the PIP off To swap the views shown in the PIP and the main screen 1 If the PIP is not showing press Display on the remote control to display the PIP on screen 2 Press m Camera and select the Swap PIP icon Specifying When to Display the PIP Your system might be configured with specific default behavior for the PIP in calls If your system administrator has allowed access to user settings you can show move or hide the PIP as needed after a call connects To specify when to display the PIP 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Select Next to see more settings Polycom Inc User s Guide for Polyc
34. multipoint call depends on whether you re using a Polycom HD system with multipoint capabilities or a bridge such as the Polycom MGC or Polycom RMX conference platform The number of sites allowed in the call is determined by the capabilities of the system or bridge hosting the call The call can include any combination of IP H 323 SIP ISDN V 35 Serial and audio only endpoints although some ISDN systems might not be configured to allow mixed IP and ISDN calls For more information about call types refer to Types of Video Calls You Can Make on page 8 33 User s Guide for Polycom HDX Room Systems For calls hosted by a Polycom HDX system you can define a group in the directory to call all of the sites at one time Alternatively you can place a call to the first site and then add other sites after the first call connects The other sites can call the Polycom HDX system to join the call For calls hosted by a bridge you might need to enter calling information about all of the sites before the call begins Contact your system administrator for more information To place a multipoint call by adding sites to a call Call the first site 2 When the call connects press Gy Call on the remote control 3 Place a call to the next site For more information refer to Placing a Call on page 4 4 Repeat steps 2 and 3 until all sites are connected To place a multipoint call using a directory group 1 Press wm Directory on the remote contr
35. ns exist 45 User s Guide for Polycom HDX Room Systems Only one call can be on hold at a given time e Only SIP calls from the Microsoft server can be placed on hold You cannot place analog calls or calls using H 323 H 320 V 35 or ISDN on hold Ifthe Auto Answer Multipoint Video setting is enabled you cannot place calls on hold To place a call on hold and to resume the call gt gt On the remote control press Options and select Hold When a call is on hold a dialog displays on your HDX system s local interface allowing you to resume or add a call Resume Call Allows you to resume your call after you placed it on hold Adda Call Takes you to the Place a Call screen You have been placed on hold message appears if one of the far sites places you on hold To switch between an active call and a call on hold 1 Ontheremote control press pa Options 2 Select Call on Hold To hang up with a call on hold 1 On the remote control press Ea Hang up 2 Choose one of the following Leave Conference Hangs up the active call and causes a Resume message to be displayed To make the call on hold active click Resume Leave All Conferences Hangs up all calls Using Avaya Network Features with Video Calls A6 Depending on how your system is configured you might be able to use Avaya6 telephony network features such as call forwarding transferring calls and adding additional sites in an
36. o sources Content shown is from one site at a time another site sharing content overrides any content being shared Polycom Inc User s Guide for Polycom HDX Room Systems When you are showing content the a content icon appears on your main monitor Whether you also see the content on your monitor or projector depends on how your system was configured Showing Content with People Content IP Polycom Inc People Content IP allows you to send content from a computer that is not connected directly to the Polycom HDX system Points to note about People Content IP People Content IP provides video only content No audio is shared People Content IP supports any computer desktop resolution with color set to 16 bit or higher Your computer resolution can be set to anything but People Content IP scales the image to 1024x768 or 1280x720 The People Content IP application must be installed on a computer To install People Content IP on a computer 2 On a computer with a Microsoft amp Windows XP Windows Vista or Windows 7 operating system open a web browser and go to www polycom com ppcip Download and install the People Content IP software To start showing content 2 On the computer start the Polycom People Content IP application Enter the IP address or host name of the Polycom HDX system and the meeting password if one is set On the computer click Connect Open the content you
37. ol 2 Highlight a group folder in the directory list 3 Press Gy Call to place the call Depending on how your system is configured it attempts to call the group using a pre defined list of call types Contact your system administrator for more information To place a cascaded multipoint call Call a group from the directory or place calls one at a time to several other sites For more information refer to Placing a Call on page 4 2 Ask each site to call additional sites Passwords for Multipoint Calls 34 You might be required to enter a meeting password to join a multipoint call And you can require that far sites enter a meeting password to prevent unauthorized participants from joining multipoint calls hosted by your HDX system control or press i and choose Touch Tones Then use the remote control number buttons e SIP calls do not support meeting passwords SIP endpoints calling into a multipoint call protected by a password might not be able to join the call 3 e f you need to generate touch tones DTMF tones press on the remote Polycom Inc User s Guide for Polycom HDX Room Systems To enter a meeting password Ifa prompt appears on the screen use the remote control or onscreen keyboard to enter the password e If you hear an audio prompt use the remote control to generate DTMF tones To configure a meeting password 1 Select System from the Home screen 2 Select User Settings fro
38. olume navigate screens and select options Access onscreen help see system status in a call Store or recall camera presets when followed by a number delete all camera presets Cycle through display layouts Select a far site camera or video Source Navigate through menus using 4 way keys Increase decrease or disable the sound you hear from the far sites Select a near site camera or video Source Return to the previous screen Display the onscreen keyboard to enter text Displays an on screen menu of optional features um mem PORS mm Press once for a dot twice fora 1 07 1 colon three times for an asterisk Ee me Sy POLYCOM Press to power the system on hold to power off can be set so that you press to wake the system put it to sleep or disable button View button presses and various menus Select a camera or other video source Start and stop sending content to far sites Confirm your current selection perform functions on highlighted items Zoom the camera in or out Mute the microphone audio you re sending to the far sites Return to the Home screen View or manage directory entries End a call Delete letters or numbers Enter letters or numbers move the camera to a stored preset position Control a programmed recording device or Polycom RSS M server Polycom Inc User s Guide for Polycom HDX Room Systems Powering the System On and Off A Ca
39. om HDX Room Systems 4 Scroll to PIP press and select one of these settings Select this setting To show the PIP Camera When you press any of the camera control buttons n On connection and during the call Only when you press Display on the remote control 5 Press A Home to save your change and return to the Home screen Controlling What You Hear Adjusting Volume You can raise or lower the volume of the meeting Changing the volume affects only the sound you hear at your site To adjust the volume e Press l f Volume on the remote control e Press and hold Volume on the remote control to quickly increase or decrease the near site volume Muting the Microphone You can mute the microphone if you do not want the far site to hear conversations at your site To mute or unmute the microphone Press 4 Mute on the remote control If a Polycom tabletop microphone array is connected to your system you can also mute the call by pressing on the microphone The indicators on the microphone are red when your audio is muted The near site mute icon also appears on the display Polycom Inc 17 User s Guide for Polycom HDX Room Systems Points to note about muting the microphone e Muting the microphone mutes audio coming from auxiliary audio inputs on Polycom HDX 7000 series Polycom HDX 8000 series and Polycom HDX 9000 series e Muting the microphone does not mute audio coming
40. ory includes entries from the global directory To place a call from the directory Press wm Directory on the remote control 2 Opena specific group folder to find the entry you want to call 3 Highlight the entry to call 4 Press Gy Call to place the call both ISDN and IP dialing information the system might prompt you to choose which Depending on your system configuration when you make a call using an entry with way to place the call 6 Polycom Inc Ending a Call Polycom Inc User s Guide for Polycom HDX Room Systems Calling from the Calendar If your HDX system is configured to connect to the Microsoft Exchange Server and the Polycom Conferencing for Microsoft Outlook add in is installed at your site you can join a scheduled meeting from the Calendar screen If the Calendar screen is blank the system is not connected to the Microsoft Exchange Server or no meetings are scheduled To join a scheduled meeting from the Calendar screen 1 Go to the Calendar screen Select Calendar on the Home screen Select System gt Utilities gt Calendar from the Home screen Press the Option button on the remote control and select Calendar 2 Find a meeting scheduled with the Polycom Conferencing Add In for Microsoft Outlook which is indicated with on the Calendar screen 3 Select Join Now to call into the meeting For more information about the Microsoft Exchange Server and the Polycom Confe
41. projector is powered on 2 Tap the stylus on the content monitor second monitor or whiteboard or begin drawing with the stylus 23 User s Guide for Polycom HDX Room Systems The following HDX systems running software version 3 0 3 or later support the UC Board Polycom HDX 7000 HD system with Hardware Version C or D e Polycom HDX 8000 HD system with Hardware Version B e Polycom HDX 9006 Save and Retrieve Features UC Board includes the following save and retrieve features e Save and retrieve up to 200 images as JPEG files on a USB storage device Import and annotate existing JPEG images such as PowerPoint slides then save changes to a USB storage device e View saved slides and pages of thumbnail slides e Delete slides from the USB storage device Importing Slides or Graphics to a USB Storage Device for Use with UC Board To import graphic files or Microsoft PowerPoint slides to a USB storage device 1 Insert a USB storage device into a USB drive on your Macintosh or Windows computer 2 Onthe USB storage device create a new directory named My Wh1teboard This directory name is a requirement 3 To save PowerPoint slides complete the following steps For other file types skip to the next step a Open the PowerPoint application then open the desired presentation file b Save the presentation to the directory you created in step 2 as JPEG File Interchange Format When asked Do you want to export every slide
42. r user domain com SIP To enter letters press Keyboard on the remote control To delete a number press l Delete on the remote control 3 Enter any additional information needed for the call The available settings depend on the type of call and your system s configuration Not all calls require these settings Call Quality Specify the call rate or call type for this call For most calls choose Auto to let the system determine the best quality for the call For audio only calls you might need to set this to Phone Second ISDN number Use two numbers only when the person you are calling instructs you to do so Extension If you need to dial an extension E 164 address enter the extension in the second entry field If your system is not configured with a second entry field you can enter the extension when the gateway prompts you You can also specify characters in the dial string as instructed by the system administrator 4 Press Gy Call on the remote control to place the call Call progress indicators appear on the HDX system monitor to show that the call is in progress When the indicators turn green the call is connected For more information about using the Place a Call screen refer to Types of Video Calls You Can Make on page 8 Calling from the Recent Calls List If your system administrator has allowed access to Recent Calls you can choose a number to call from a list of the sites you have called
43. rencing Add In for Microsoft Outlook refer to Using Polycom Conferencing for Microsoft Outlook on page 42 To hang up from a call Press e Hang Up on the remote control 2 If prompted confirm that you want to hang up In video calls if you don t confirm that you want to hang up the system disconnects the call automatically after 60 seconds In audio only calls if the person on an analog telephone hangs up first you need to disconnect the Polycom HDX system from the call just as you would hang up a telephone receiver in a regular phone call User s Guide for Polycom HDX Room Systems Types of Video Calls You Can Make Depending on your system configuration you might be able to make calls using ISDN H 323 SIP or V 35 RS 449 RS 530 You can place an audio only call from Polycom HDX systems that have Analog Phone or Voice Over ISDN enabled The following table lists some possible call combinations Phone number of the far site gateway and the extension E 164 address of the far site Enter the extension after the gateway number or wait until the gateway prompts you for the extension LAN I d and Public SIP URI E 164 address DNS name or I d IP address Protected and Private Typically the far site s gateway number Sites then the number of the far site system Consult with the far site about the best method for placing the call Depending on the H 323 gatekeeper or SIP server the access code of the near si
44. rom a Polycom CMA system which appear in the Global Directory group Points to note about groups e You cannot rename a group To change the name of a group delete and recreate it e When you place a call to a group the system uses the call speed specified on the Preferred Speeds screen as the preferred call speed for placing calls e The Sample Sites group includes Loopback entries and various Polycom regional sites that you can use to place test calls You can remove Sample Sites from the Directory by highlighting the group or individual entries and pressing l gt on the remote To create a group in Favorites l Press um Directory on the remote control and open the Favorites group or go to the Favorites screen 2 Select Options gt New Group 3 Enter a name for the group To delete a group from Favorites From the Favorites or Directory screen highlight the group name 2 Press on the remote control or select Options gt Delete Group these entries be sure to assign them to a new group before you delete the old When you delete a group all entries in that group are deleted If you want to keep AN group Polycom Inc 3 User s Guide for Polycom HDX Room Systems To view or call a group From the Favorites screen or Directory screen highlight the group name then do one of the following e To view the contacts inside the group press the center Select button on the remote control To place a
45. s are displayed in continuous presence The current speaker s image is highlighted See this Multiple sites each in its own window Systems with Single monitor Dual monitors Speaker on second monitor with other sites on first monitor on the hosting system one far site on each monitor The speaker sees continuous presence while the other sites see the speaker in full screen on the monitor See this Speaker in full screen Systems with Single monitor Dual monitors Speaker on the first monitor and near site on the second monitor The site that is speaking is shown in full screen to all other sites The current speaker sees the previous speaker Polycom Inc User s Guide for Polycom HDX Room Systems Using Chair Control for Multipoint Calls During some multipoint calls you can use chair control to manage the video In this type of call the chair controller can choose the site whose video is sent to other sites in the conference The chair controller can also disconnect a site or end the conference Any participant can choose to view a specific site request to be the broadcaster or request to be chair controller Only one site at a time can be the chair controller Before a site can become the controller the site with control must give up control The type of host for the multipoint call and the systems in the call determine whether chair control is available Hosted by Allows chair control if
46. s name when the call connects and how long to leave the name on the screen To specify when to display the name of the far site 2 3 4 Select System from the Home screen Select User Settings from the System screen Select Next to see more settings Scroll to Far Site Name Display Time press O on the remote control and select to display the far site s name during the entire call for a specified time or not at all Press A Home to save your change and return to the Home screen Hearing Audio Confirmation When You Dial If your system administrator has allowed access to user settings you can set up the system to speak each number as you enter it in the dialing entry field on the Place a Call screen 48 Polycom Inc User s Guide for Polycom HDX Room Systems To enable audio confirmation 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Select Q Next to see more settings 4 Scroll to Keypad Audio Confirmation and press A on the remote control to enable the option 5 Press A Home to save your change and return to the Home screen Adjusting for Room Lighting If your system administrator has allowed access to user settings you can use the backlight control to adjust the brightness of the video that the main camera sends to the Polycom HDX system Adjusting this setting can be helpful when the room arrangement results in strong light coming from behind the people
47. 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 Contents Usine the Remote CONTON ue header A Me de d ded deben dab Pea dated 2 Powering the System Ot and OPE depen dodo boe walt 3 Power On Self Test POSLY jst cuss E O BS DNE drin 3 Calling amnd Answebtrs ooo cx vei ee eq ete Ww peus ame NU 4 ADEWE d COT so OOt eu tors dudes ades ea ee e hon 4 Picmeo aC UR Er YF AH HRN A eee Y 4 Calling by Entering a Name or Number 4 Calling from the Recent Calls List 00 005 5 Calling from the Favorites Screen 0 0 cece eee eee 6 Calline a speed Dial Entry io dr reet nd ERR ion a dela 6 Calling trom the Directory i og dus dp due ea pie dote A de ew oes 6 Calling from the Calendar sau eos ER CER ED EOG 7 Ending a Calls doen A RAO EUR teehee wen weed 7 Types of Video Calls You Can Make 0 0 0 0 ce eee eee 8 Participating in an Encrypted Call 0 eee ee ee eee 9 Controlling What YOU DBB uo cy cb ea boa cU the RY pu ae conte UI de 9 Selecting and Adjusting a Camera or Other VideoSource 9 Starting and Stopping Camera Tracking with EagleEye Director 12 Setting and Using Camera Presets elles 12 Switching Between Full Screen Video and the Home Screen
48. ssword To enter numbers use the number buttons on the remote control To enter letters press Keyboard on the remote control 3 Select o to log in Depending on how your system is configured you might get locked out after a certain number of failed login attempts Contact your system administrator for more information To log out gt gt Dress i Option on the remote control and select Logout to log out manually The system automatically logs out the current account when the system goes to sleep Polycom Inc User s Guide for Polycom HDX Room Systems Using a Polycom SoundStation IP 7000 Conference Phone with a Polycom HDX System Polycom Inc When you connect a Polycom SoundStation IP 7000 conference phone to a Polycom HDX system the conference phone becomes another interface to dial audio or video calls The conference phone operates as a microphone and as a speaker in audio only calls For more information refer to the SoundStation IP 7000 documentation available on the Polycom web site To answer a call using a connected SoundStation IP 7000 conference phone gt gt Press the Answer soft key on the conference phone To place a point to point call using a connected SoundStation IP 7000 conference phone Press Gy on the conference phone and press the Video or Phone soft key 2 On the conference phone keypad enter one of these The IP address for example 10 11 12 13 of the site you want to c
49. te gateway the speed code and the ISDN number of the far site Contact your system administrator for more information Points to note about special dialing scenarios e When you call an IP system through a gateway that requires an extension E 164 address enter the extension in the dialing field whenever possible Check with your network administrator for the extension delimiter you need to enter into the dialing field For example some networks use to separate the extension from the IP address e When you include the extension you are prompted to save both the number and the extension in the directory when the call ends If you enter the extension after the gateway connects you can save only the gateway number when the call ends e To place a call within your PBX system enter the internal extension instead of the full number e f you need to insert a pause add one comma in the dial string for each second you want the system to pause 8 Polycom Inc User s Guide for Polycom HDX Room Systems Participating in an Encrypted Call If encryption is enabled on the system a locked padlock icon appears on the monitor when a call is encrypted If a call is unencrypted an unlocked padlock appears on the monitor e If you are ina point to point call or a multipoint call hosted by another system the padlock icon displays the state of your individual connection e If you are hosting a multipoint call the padlock icon disp
50. the first digit guickly and hold the second number down Any existing preset stored at the number you enter is replaced Depending on how your system is configured you might need to press Preset before you press a number To delete all presets M 1 Ifyouareina call press N Near and then choose a near site video source Press 78 Preset on the remote control Press and hold Delete to delete all presets You cannot delete just one preset Instead overwrite an existing preset with the new camera position Switching Between Full Screen Video and the Home Screen Polycom Inc When the call connects the system automatically shows video on the whole screen You can switch back to the home screen during a call if for example you need to adjust a user setting and your system is configured to allow you to do so To see the Home screen Press A Home on the remote control User s Guide for Polycom HDX Room Systems To see near video in the full screen gt gt Press Seu yx Near on the remote control To see far video in the full screen gt gt Press Lyd Far on the remote control Enabling Dual Monitor Emulation If your system administrator has allowed access to user settings you might be able to set your system for Dual Monitor Emulation also called split screen viewing With Dual Monitor Emulation you can display multiple windows on one monitor To enable Dual Monitor Emulation 2
51. the remote control to select either near site or far site control This onscreen icon indicates that you have selected a near site camera or video source This onscreen icon indicates that you have selected a far site camera or video source 2 Press m Camera on the remote control Then select the camera or other video source you want to use To adjust a Polycom EagleEye HD Polycom EagleEye ll Polycom EagleEye 1080 Polycom EagleEye lll or Polycom EagleEye Director using the remote control Select either a near site or far site video source to control During a multipoint call being hosted by a system in the call you can only adjust a camera at the far site that is currently speaking If you are using an EagleEye Director and camera tracking is on you must turn camera tracking off before adjusting the camera 2 Press the arrow buttons on the remote control to move the camera up down left or right 3 Press A Zoom on the remote control to zoom out or in To adjust a Polycom EagleEye View camera 1 Manually swivel the camera right left up or down to frame the view 10 Polycom Inc Polycom Inc User s Guide for Polycom HDX Room Systems 2 Turn the focus wheel to adjust the focus J Select the camera and then press Zoom on the remote control to Zoom out or in If you zoom in you can pan or tilt the camera electronically by pressing the arrow buttons To open or close the privacy sh
52. tomatically answered video calls 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Scroll to Mute Auto Answer Calls and press e on the remote control to enable the option 4 Press A Home to save your change and return to the Home screen 39 User s Guide for Polycom HDX Room Systems Allowing Video Display on the Web If your system administrator has allowed access to user settings you can choose whether to allow viewing of the room where the system is located or video of calls in which the system participates You would use the Polycom HDX web interface s Web Director to view the room or video The default setting is to not allow video display Be sure to verify whether your system administrator wants the setting to be changed If you enable this setting you might open your company s computer system to hackers To allow the display of video on the web 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Scroll to Allow Video Display on Web and press O on the remote control to enable the option 4 Press A Home to save your change and return to the Home screen Logging In and Out 40 Depending on how your system is configured you might have to log in when the system comes out of sleep mode To log in 1 When the Login screen appears press Keyboard or use the number buttons on the remote control to enter the User ID 2 Enter the account pa
53. turb 38 Polycom Inc User s Guide for Polycom HDX Room Systems Answering Video Calls Automatically If your system administrator has allowed access to user settings you can specify whether to answer video calls automatically or to have the system announce incoming video calls and wait for you to answer manually Automatically answering calls is convenient but it can create security issues An unexpected caller could interrupt a meeting in progress or look at equipment and notes left in an empty room To automatically answer video calls 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Ifyou want to automatically answer incoming point to point video calls set Auto Answer Point to Point Video to Yes 4 If you want to automatically answer incoming multipoint video calls set Auto Answer Multipoint Video to Yes 5 Press A Home to save your change and return to the Home screen Muting Automatically Answered Video Calls Polycom Inc If your system administrator has allowed access to user settings you can choose whether to mute the audio when automatically answered video calls connect This prevents callers from overhearing conversations or meetings After the call connects you can press g Mute on the remote control when you re ready to unmute the microphones If you enable automatic muting during a call the audio for the current meeting is not affected To mute au
54. ur audio is muted The near site mute icon also appears on the monitor display To end a call using a connected SoundStation IP 7000 conference phone e Press e on the conference phone to hang up the call e Press the More softkey then the Manage softkey to hang up one connection in a multipoint call To start or stop showing content using a connected SoundStation IP 7000 conference phone gt gt Press the Content soft key on the conference phone Content plays from the following input if that input is configured for Content Camera 4 or Camera 5 on a Polycom HDX 9004 system Camera 4 ona Polycom HDX 9006 Polycom HDX 9002 Polycom HDX 9001 or Polycom HDX 8000 series system Camera 3 ona Polycom HDX 7000 series system Camera 2 ona Polycom HDX 6000 series system Contact your system administrator for more information Using Polycom Conferencing for Microsoft Outlook A2 If your system is configured to connect to the Microsoft Exchange Server you see a list of the day s meetings on the Calendar screen If your system is not configured to connect to the Microsoft Exchange Server you see the standard month view calendar To view the Polycom HDX system calendar do one of the following e Select Calendar on the Home screen Select System gt Utilities gt Calendar from the Home screen e Press the Option button on the remote control and select Calendar Polycom Inc User s Guide for Polycom HDX Room
55. ution In order to avoid corrupting the file system always power off a Polycom HDX system using the power button on the system or the remote control After turning the power off in this way wait at least 15 seconds before you unplug the system from its power source This helps ensure that the system powers off correctly The oO Power button affects any HDX system within the range of the remote control regardless of the Channel ID setting To power on the Polycom HDX system do one of the following e Press the power button on the remote control e Press the power switch on the front of the system The Polycom splash screen is displayed within about 10 seconds To power off the Polycom HDX system do one of the following e Press and hold the O power button on the remote control for 2 seconds Press and hold the power switch on the front of the system for 2 seconds After turning the power off in this way wait at least 15 seconds before you unplug the system from its power source Power On Self Test POST Polycom Inc After the splash screen is displayed the HDX system automatically performs system health checks every time the system starts As each check begins a message appears on Monitor 1 If a test fails press Ll Hangup on the remote control to continue the startup process However even if the system appears to start up Polycom recommends that you contact Technical Support before using your HDX system if any of the
56. utter on the Polycom EagleEye View camera Move the slider to the right to close the privacy shutter or to the left to open it You can still make and receive calls when the shutter is closed but the people at the far site cannot see you User s Guide for Polycom HDX Room Systems Starting and Stopping Camera Tracking with EagleEye Director If EagleEye Director tracking is enabled the camera follows the person or people who are speaking This tracking action also called automatic camera positioning can be manually started or stopped To start camera tracking gt gt Press the i i4 Option button on the remote control and select Start Camera Tracking To stop camera tracking gt gt Press the I Option button on the remote control and select Stop Camera Tracking Camera tracking can also start or stop based on the following actions e Camera tracking starts automatically when you make a call e Camera tracking stops once you hang up a call e Camera tracking temporarily stops when you mute the HDX system It resumes when you unmute the HDX system Setting and Using Camera Presets Camera presets are stored camera positions that you can create ahead of time or during a call The system uses preset 0 as the default camera position Presets allow you to e Quickly point a camera at pre defined locations in a room e Select a video source such as a VCR or DVD player a document camera or an auxiliary camera
57. vorites 28 Directory GIOU PS MERE 30 Refreshing Entries from the Polycom Global Directory Server 32 Contacts with Presence ascii eet ei eh e erba Prae Est e do 22 cluding Multiple Sites i Calls i aho ret et ge Roc e et 33 Placine a Mullpornt Collis uou aw dd O e Wide eens hada b cabe 33 Passwords for Multipoint Calls 0 0 eee eee ee 34 Multipoint Viewing Modes V Y Y FY FY Y Y Y ug 35 Using Chair Control for Multipoint Calls 37 Changing the Way Calls Are Answered sees 38 Temporarily Retusin Calls iade b eee RE vou id dw wUd 38 Answering Video Calls Automatically 00 005 39 Muting Automatically Answered Video Calls 39 Allowing Video Display on the Web 0 0 0 0 Y ug 40 Loge melni and OU esci did cod ciue amus A et pe o d cues 40 Using a Polycom SoundStation IP 7000 Conference Phone withra Bolycom HDX System aaa tach GARA AUR Ee be Po d 41 Using Polycom Conferencing for Microsoft Outlook 42 Using Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server 2010 Features with Video Calls 43 Managing Contacts Using Office Communicator or Microsoft Lync 43 Viewing Microsoft Office Communications Server or Microsoft Lync Server 2010 Presence States 44 Multipoint Calls Using Centralized Conferencing Control Protocol CCCP
58. xisting global or local entries to your Favorites l Press um Directory on the remote control 2 Open the Favorites group to which you want to add contacts 3 Select Options gt Add a Contact to add contacts to the new group To add a contact to Favorites from the Recent Calls screen 1 Go to the Recent Calls screen 2 Highlight the entry 3 Choose Options gt Add to Favorites Grouping contacts can make them easier to find Polycom HDX systems support global groups and Favorites groups Global directory entries are assigned to a global group by your system administrator You cannot edit or delete global directory groups The Favorites group can have one level of subgroups inside of it Any group that you create on the Favorites screen or Directory screen is automatically added as a subgroup under Favorites You can put the same contact in more than one group and you can delete it from one group at a time To move a contact from one group to another you must delete it from the first group and add it to the second group Polycom Inc User s Guide for Polycom HDX Room Systems Polycom HDX systems support up to 200 Favorites groups If the system is connected to a global directory server it can also support one of the following e Up to 64 additional groups from the Microsoft Office Communications Server or Microsoft Lync Server 2010 directory which appear in the Favorites group e Up to 200 additional distribution groups f
59. ylus All slides on the page display X icons 2 On the slide you want to delete tap the X icon with your stylus Saving Content on the UC Board To save changes to content on the UC Board gt gt As shown in the following figure tap the Save 4 icon with your UC Board stylus You hear a beep tone indicating content is saved to the USB storage device 26 Polycom Inc User s Guide for Polycom HDX Room Systems Controlling Recording Devices mue ne Depending on how your system is configured you might be able to use the Polycom HDX remote control to control devices such as VCRs or DVD players that are in the room with the system You might also be able to control a Polycom RSS 4000 server or Polycom RMX system The remote control buttons control these systems by sending audible DTMF tones across the call The Polycom RMX must be configured to use the default DTMF codes assigned to the recording process Contact your system administrator for more information Working with Directory Entries and Favorites Polycom Inc The directory on your Polycom HDX system stores dialing information that helps you make calls quickly and easily When a site listed in the directory calls your system the system displays the name on the screen when the call comes in If a site that calls you is not listed in the directory you might be prompted to save the contact information in the directory when the call ends If your system

User's Guide for Polycom® HDX® Room Systems, Version 3.0.5

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User's Guide for Polycom® HDX® Room Systems, Version 3.0.5