User's Guide for Polycom HDX Desktop Systems, Version 3.0.3
Contents
1. 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 Polycom Inc User s Guide for Polycom HDX Desktop Systems 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 You can also adjust the volume using the volume buttons on the Polycom HDX system remote control or keypad 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 keypad or on a connected Polycom HDX microphone The indicators on the conference phone are red when your 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 Press a on the conference phone to hang up the call 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 Camera 2 if that input is configured for Content Using Polycom Conferencing for Microsoft Outlook2. User s Guide for Polycom HDX Desktop Systems Seqrching the Directory Press ey Directory on the remote control or keypad 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 keypad or remote control Spelling the name using the onscreen keyboard or by pressing E Keyboard on the keypad or remote control Scroll through the list of names using the n Up and T Down arrow buttons or Zoom on the keypad or remote control 4 If the search does not start as soon as you enter a character in the search field select the ey 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 1 Press ey Directory on the remote control or keypad 2 Ifyou 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 Specify the following information 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
3. on the remote control or keypad 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 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 You cannot delete a contact that was found as a result of a directory search You cannot delete default Contacts that come from the global directory server except contacts stored with the Polycom CMA presence service To add existing contacts to Favorites from the Favorites screen You can add existing global or new entries to your Favorites T 2 3 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 Zo User s Guide for Polycom HDX Desktop Systems Directory Groups 26 4 Select Add from Directory 5 Find the contact that you want to add and select it To add existing contacts to Favorites from the directory 1 Press an Directory on the remote control or keypad 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 Recen
4. Polycom Inc 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 e Select System gt Utilities gt Calendar from the Home screen e Press the Option button on the remote control or keypad and select Calendar 37 User s Guide for Polycom HDX Desktop Systems To view more information about a meeting on the calendar highlight it and press O on the remote control or keypad 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 on the Polycom HDX system Calendar screen Past meetings scheduled with the Polycom Conferencing Add In for Microsoft Outlook are indicated by e To join a meeting scheduled with the Polycom Conferencing Add In for Microsoft Outlook you can select Joi
5. You can mute the microphone if you do not want the far site to hear you To mute or unmute the microphone gt gt Press le Mute on the keypad or 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 O on the microphone Points to note about muting the microphone e Muting the microphone does not mute audio coming from your computer e The microphone might automatically mute when the system is asleep or is waiting for you to log in e Polycom microphones are not supported on Polycom HDX 4500 systems e The microphone might automatically mute when the system automatically answers an incoming call Using a Headset or Desktop Speakers You can connect headphones a headset or desktop speakers to the connectors on the side of the Polycom HDX 4000 series system monitor The microphone input provides audio for video conferencing only it does not provide input for other computer applications If you connect headphones a headset or desktop speakers use a cable that is 10 ft 3 m or shorter Polycom Inc 19 User s Guide for Polycom HDX Desktop Systems 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 Showing Content from a Computer Connected Directly to the Polyco
6. 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 Increase or decrease the sound you hear from the far sites Select a near site camera or video source Return to the previous screen Place or answer a call Display the onscreen keyboard to enter text Display menu of optional features Press once for a dot twice for a colon three times for an asterisk Press to power the system on hold to power off can be set so that you press to wake the system or put it to sleep 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 server Polycom Inc User s Guide for Polycom HDX Desktop Systems Using the Keypad You use the keypad to place calls adjust the volume navigate screens and select options You can access keypad help by p
7. 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 The Polycom SoundStation IP 7000 conference phone is not supported with Polycom HDX 4500 systems 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 l1 Press ay 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 call 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 three 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 1 Call the first site
8. KK KK KK KK KK Ka 9 Participating in an Encrypted Call 0 0 KK RR RR KK KK 10 Using Your Polycom HDX 4000 Series as a Computer Monitor 10 Controlling What YOu SCC sa s 06 5 Rik oi ARD bA y 5 4 45544 54 55y A 11 Selecting and Adjusting a Camera or Other Video Source 11 Setting and Using Camera Presets 0 al k eee eee 13 Switching Between Full Screen Video and the Home Screen 14 Changing the Layout during a Video Call 15 Adjusting the Monitor Brightness 0 0 0 eee eee eee eee 18 Controlling What ou eat recria ie ies cur eb aes diate NE R KA 18 Adasi VONE xus l k 2lwar 240194144024 84 kodan 4 AA 18 Munne the Microphones yas sy anes lank S Yaak Ch en Cee 19 Using a Headset or Desktop Speakers 0 000000 eee 19 SHOWS COMEN re war Genes AN n enda e ia r hues ek tS W 20 Showing Content from a Computer Connected Directly to the Poly commie DX Sy sles SA ya e Key ak Ay nA a a n e Wa dees ad 20 Showing Content with People Content IP kk 21 User s Guide for Polycom HDX Desktop Systems Showing Content with Polycom People on Content 22 Working with Directory Entries and Favorites 05 23 peat chine the DITEctOry sisri sinaos MAA cent WURA en NY eels 24 Adding Editing and Deleting Favorites 24 TDIRCCLORY d0n yyy e rrr S 2
9. Polycom HDX 4000 series display as your computer monitor Controlling What You See Selecting and Adjusting a Camera or Other Video Source You can use the keypad or remote control to select and adjust the built in camera or other near site or far site video sources You might be able to adjust other 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 Polycom Inc 11 User s Guide for Polycom HDX Desktop Systems To select a near site or far site camera N gt gt If you are in a call press 2 Near or T Far on the keypad or Rus Near or A Far on the remote control to select either near site or far site control This onscreen icon indicates that you have selected the near site camera The Near button on the keypad is lit This onscreen icon indicates that you have selected a far site camera or video source The m Far button on the keypad is lit 7 To adjust a camera using the keypad or remote control I1 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 2 Press the arrow buttons on the keypad or remote control to move the camera up down left or right zoom out or in 12 Polycom Inc User s Guide for Polycom HDX Desktop Systems To open
10. 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 and Public SIP URI E 164 address DNS name or 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 site 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 c
11. keypad or Oa ean de TE Far on the remote control 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 the first digit quickly 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 2 Preset before you press a number The system uses preset 0 as the default camera position To delete all presets 1 If you are in a call press 2 Near on the keypad or Qa Near on the remote control 2 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 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 video in the full screen gt gt Press SDE Near on the remote control or 2 Near on the keypad To see ihe Home screen gt gt Press A Home on the remote control or keypad 14 Polycom Inc User s Guide for Polycom HDX Desktop Systems Changing the Layout during a Video Call Polycom Inc When the call connects the system might show your computer desktop if a computer is connected Th
12. multipoint video calls set Auto Answer Multipoint Video to Yes Press c Home to save your change and return to the Home screen Muting Automatically Answered Video Calls 34 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 Mute on the keypad or 4 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 automatically answered video calls 1 2 3 Select System from the Home screen Select User Settings from the System screen Scroll to Mute Auto Answer Calls and press O on the remote control or keypad to enable the option Press A Home to save your change and return to the Home screen Polycom Inc User s Guide for Polycom HDX Desktop 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
13. or close the privacy shutter gt gt Move the slider to the left to close the privacy shutter or to the right 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 The light next to or below the shutter indicates camera status e Solid green means you are in a call e Flashing green means you are in a call but the shutter is completely closed e Off means you are not in a call Setting and Using Camera Presets Camera presets are stored camera positions that you can create ahead of time or during a call You can create up to 100 preset camera positions 0 99 for the built in camera 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 Polycom Inc 13 User s Guide for Polycom HDX Desktop Systems To move the camera to a stored preset a z 1 Ifacall is connected press 2 Near or Far on the keypad or NEZ Near or wn Far on the remote control 2 Press a number on the keypad or remote control Depending on how your system is configured you might need to press Preset before you press a number To store a preset 1 Ifyou are ina call press Near or a Far on the
14. 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 Polycom Inc User s Guide for Polycom HDX Desktop Systems Using Avaya Network Features with Video Calls Depending on how your system is configured you might be able to use Avaya telephony network features such as call forwarding transferring calls and adding additional sites in an audio only conference To activate call forwarding 1 Make sure that the Polycom system is not in a call 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 1 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 in a call press on your Polycom system remote control or keypad to access the tone pad 2 Press Select to activat
15. 6 Refreshing Entries from the Polycom Global Directory Server 27 Contacts with Presence yi xi y4 WAA k nA AW had te b ya os aes Rane 28 meludine Multiple Sites in CallS a gt ah xaw un wa an nG d E da Aka 28 Bela dl esir ETTI Ny Ak DDDKDMAbOBey gt ye E EH Ja x g 0 pag l z 0 29 Passwords for Multipoint Calls 0 0 eee RR RR KK eee 30 Multipoint Viewing Modes 0 0 cece eee eee eee 30 Using Chair Control for Multipoint Calls 008 32 Changing the Way Calls Are Answered HW kK KK KK KK KK KK KK 33 Temporarily Retusin Calls nc sa San l n an b orei A k deuce 33 Answering Video Calls Automatically YR KK 34 Muting Automatically Answered Video Calls 34 Allowing Video Display on the Web 000005 35 hoceine ln and Out yan biG gw ida e a ats 35 Using a Polycom SoundStation IP 7000 Conference Phone witha Polycom HDX SVStCMN ssn saly DE34 A413 heeds ads AMEE Bane 36 Using Polycom Conferencing for Microsoft Outlook 37 Using Microsoft Office Communications Server or Microsoft Lync Server 2010 Features with Video Calls 38 Managing Contacts Using Office Communicator or Microsoft Lync 38 Viewing Microsoft Office Communications Server or Microsoft Lync Server 2010 Presence States 00 39 Multipoint Calls Using Centralized Conferencing Contro
16. Xe POLYCOM gt User s Guide for Polycom HDX Desktop Systems Version 3 0 3 October 2011 3725 26470 006 A Trademark Information Polycom the Polycom Triangles logo 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 the property of their respective owners Patent Information The accompanying product is protected by one or more U S and foreign patents and or pending patent applications held by Polycom Inc 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 2011 Polycom Inc All rights reserved Polycom Inc 4750 Willow Road Pleasanton CA 94588 2708 USA No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Polycom Inc Under the law reproducing includes translating into another language or format As between the parties Polycom Inc retains title to and ownership of all proprietary rights with respect to the software contained within its products The software is protected by United States copyright laws and international treaty provision Therefore you must treat the sof
17. air 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 Video Conferencing The call includes System e Polycom HDX systems ViewStation EX ViewStation FX VSX and VS4000 systems connected by IP 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 Inthe browser address line enter the HDX system s IP address to access its web interface To use the HDX web interface you must use Internet Explorer version 6 x 7 x or 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 lf you operate within a secure environment with the Maximum Security Profile or Security Mode enabled you must use the httos 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
18. all ends e To place a call within your PBX system enter the internal extension instead of the full number e If you need to insert a pause add one comma in the dial string for each second you want the system to pause Polycom Inc User s Guide for Polycom HDX Desktop 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 displays 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 Using Your Polycom HDX 4000 Series as a Computer Monitor You can save space in your office or conferenc
19. artup 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 system tests fail 4 Polycom Inc User s Guide for Polycom HDX Desktop Systems Calling and Answering Answering a Call Placing a Call Polycom Inc The ay Call button lights to indicate call status Blinking green light indicates an incoming call e Steady green light indicates a call in progress e Slow blinking green light indicates standby mode 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 ay Call or select Yes using the keypad or remote control You can use your system to place a video call in any of these ways e Entering a name or number on the Place a Call screen e Choosing a site from Recent Calls list Favorites screen Speed Dial Directory e 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 keypad or remote control to go to the Place a Call screen if it is enabled on your system 2 Inthe dialing field enter the dialing information Depending on the capabi
20. capabilities of your system For more information about call types refer to Types of Video Calls You Can Make on page 9 Call Speed Call speed to use for video calls to this site Number to use for calling the site The system s extension E 164 address 24 Polycom Inc Polycom Inc 6 7 User s Guide for Polycom HDX Desktop Systems 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 Select Save to save the entry To edit an entry You can edit any contact that was created locally T 2 Oo Oa Q Press an Directory on the remote control or keypad 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 for example Directory Favorites Highlight the contact you want to edit Select Options gt Edit Contact You cannot edit a global entry Edit the information as needed Select Save to save your changes To delete an entry You can delete any contact that was created locally 1 2 Press an Directory on the remote control or keypad 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 for example Directory Favorites Highlight the contact you want to delete Press
21. com 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 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
22. content that you are sharing The effect is similar to a weather newscast on television 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 e Make sure that the room is well lit e Stay 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 Option on the keypad or remote control 3 Select People on Content Polycom Inc User s Guide for Polycom HDX Desktop Systems To stop showing content with People on Content Option on the remote control or keypad 2 Select People on Content Working with Directory Entries and Favorites 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 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 entrie
23. e far and near video might remain in a smaller window To switch between the computer desktop and video select one of the following options Press View Computer on the keypad The View Computer button is lit when you are viewing the computer desktop Press Content on the remote control Using the Content button on the remote control sends your computer desktop to the far site To change layouts during a call gt gt Press n Layout on the keypad or remote control During point to point calls without content you can press the m Layout button to scroll through the following screen layouts 1 Near and far sites same size side by side 2 Far site big near site small User s Guide for Polycom HDX Desktop Systems 3 Near site big far site small 4 Near site full screen 5 Far site full screen During point to point calls with content you can press the m Layout button to scroll through the following screen layouts 1 Content big far and near sites small 2 Content big far site small 3 Content and far site same size 4 Content full screen Polycom HDX 4000 systems with Hardware Version C and Polycom HDX 4500 systems support only two windows in Dual Monitor Emulation 16 Polycom Inc User s Guide for Polycom HDX Desktop Systems During point to point calls with content on Polycom HDX 4500 systems with a second monitor attached you can press the Layout button to scroll through t
24. e 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 Polycom Inc Al User s Guide for Polycom HDX Desktop Systems To add a system to a call 1 While in a call press on the Polycom system remote control or keypad to access the tone pad Press 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 Press e 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 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 allo
25. e room by also using the Polycom HDX 4000 series display as your computer monitor Check that the computer video is configured to use one of these supported resolutions and refresh rates SXGA 1280 x 1024 60 75 WSXGA 1680 x 1050 Recommended for HDX 4000 systems with Hardware Version A Polycom Inc User s Guide for Polycom HDX Desktop Systems WSXGA 1600 x 900 Recommended for HDX 4000 systems with Hardware Version C and HDX 4000 systems with Hardware Version A that have been upgraded to Monitor Hardware Version B 1080p 1920 x 1080 Recommended for HDX 4500 systems only To use your Polycom HDX 4000 series system as a computer monitor 1 Connect your computer to the Polycom HDX 4000 series system as shown on the setup sheet that came with the system 2 Press Om View Computer on the keypad or press on the remote control to toggle between displaying content from the computer and showing video from the video conferencing system If you are in a call and not sending content pressing on the remote control sends your computer to the far site If your computer is a laptop you might need to press certain function keys to send video out of the laptop s VGA port like you would when sending video to a projector Polycom recommends that you set up the system so that calls must be answered manually This ensures that callers do not unexpectedly see or hear you at your desk 4 If you use the
26. een refer to Working with Directory Entries and Favorites on page 23 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 directory includes entries from the global directory To place a call from the directory 1 Press ey Directory on the keypad or remote control Open a specific group folder to find the entry you want to call di 2 3 Highlight the entry to call 4 Press Call to place the call Depending on your system configuration when you make a call using an entry with both ISDN and IP dialing information the system might prompt you to choose which way to place the call For more information about using the directory refer to Working with Directory Entries and Favorites on page 23 User s Guide for Polycom HDX Desktop Systems Ending a Call 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 meetin
27. g 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 keypad or 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 Conferencing Add In for Microsoft Outlook refer to Using Polycom Conferencing for Microsoft Outlook on page 37 To hang up from a call l1 Press y Hang Up on the keypad or 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 Polycom Inc User s Guide for Polycom HDX Desktop 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
28. he following screen layouts 1 Far near sites same size on first monitor Far site computer full screen on second monitor 2 Far site full screen on first monitor near site full screen on second monitor 3 Near site computer full screen on first monitor far site full screen on second monitor 4 Near site content and far site same size on first monitor far site computer full screen on second monitor 5 Far site big near site small on first monitor far site computer full screen on second monitor Far sites cannot see what is on your computer screen until you press the Send Computer button on the keypad or the 2 Content button on the remote control Polycom Inc 17 User s Guide for Polycom HDX Desktop Systems Adjusting the Monitor Brightness You can make the Polycom HDX 4000 series display brighter or dimmer using the and controls on the side of the monitor 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 Volume on the remote control or pod Volume Down or Bd gt Volume Up on the keypad repeatedly e Press and hold Volume on the remote control or 1 Volume Down Ira or EOJ Volume Up on the keypad to quickly increase or decrease the near site volume Polycom Inc User s Guide for Polycom HDX Desktop Systems Muting the Microphone
29. he 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 e 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 1 Call the first site 2 When the call connects press Gy Call on the remote control or keypad 3 Place a call to the next site For more information refer to Placing a Call on page 5 4 Repeat steps 2 and 3 until all sites are connected To place a multipoint call using a directory group l Press ey Directory on the remote control or keypad 2 Highlight a group folder in the directory list 3 Press ay 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 1 Calla 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 5 2 Ask each site to call additional sites Polycom Inc 29 User s Guide for Polycom HDX Desktop Systems Passwords for Multipoint Calls You might be required to enter a meeting password to join a multipoint call And you can requi
30. 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 I on the keypad Polycom Inc User s Guide for Polycom HDX Desktop Systems To create a group in Favorites 1 Press ey Directory on the remote control or keypad 2 Select Options gt New Group 3 Enter a name for the group To delete a group from Favorites I1 From the Favorites or Directory screen highlight the group name 2 Press on the remote control or keypad 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 A group To view or call a group From the Favorites screen or Directory screen highlight the group name then do one of the following To view the contacts inside the group press the center Select button on the remote control or keypad e To place a call to the group press the Call button on the remote control or keypad 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 f
31. 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 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 User s Guide for Polycom HDX Desktop 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 A
32. 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 Q A dialog appears with the display name address call speed and group Including Multiple Sites in Calls 28 Your system might be configured to participate in multipoint 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 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 Polycom Inc User s Guide for Polycom HDX Desktop Systems Placing c Multipoint Call How you place a multipoint call depends on whether you re using a Polycom HDX 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 9 e For calls hosted by a Polycom HDX system you can define a group in the directory to call all of t
33. l Protocol CEG sus k inh tects en ieee N aan ees 2 si Wan Re 40 Matoe ha CC Ca a Kek kal ore NG Murat E E ote 40 Using Avaya Network Features with Video Calls 41 Customizine Your Workspace xx553 a dak daneya r WAW a daw 4 42 Allowing the Far Site to Control Your Camera 42 Displaying the Far Site s Name When the Call Connects 43 Hearing Audio Confirmation When You Dial 43 Adjusting for Room Lighting 0 KK KK KK eee ee eee ee 43 Poly cony Solution SUP POll iruei batr od touted ost ees meee e keene 44 iv Polycom Inc User s Guide for Polycom HDX Desktop Systems Version 3 0 3 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 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 4000 System Polycom HDX 4500 System User s Guide for Polycom HDX Desktop Systems Using the Remote Conirol You use the remote control to place calls adjust the volume
34. lect Next to see more settings 4 Scroll to Keypad Audio Confirmation and press O on the keypad or remote control to enable the option 5 Press A Home to save your change and return to the Home screen Adjusting for Room Lighting Polycom Inc 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 in the picture Because backlight controls adjust the built in camera these controls do not make content from a computer appear brighter 43 User s Guide for Polycom HDX Desktop Systems 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 O on the remote control or keypad to enable the option 4 Press Home to save your change and return to the Home screen For information about adjusting the brightness of the Polycom HDX 4000 monitor refer to Adjusting the Monitor Brightness on page 18 Polycom Solution Support 44 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 Poly
35. lities 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 1611 22ad 333a 444b 5cc5 66d6 e777 88f8 IPv6 address include the colons User s Guide for Polycom HDX Desktop Systems 2555 E 164 extension for H 323 or SIP stereo polycom com DNS name 19782922854 ISDN or phone number user domain com SIP To enter letters press Keyboard on the keypad To delete a number press IW Delete on the keypad 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 ay Call on the keypad or remote control to place the call Call progress indicato
36. m HDX System If you have a computer connected to your Polycom HDX 4000 series system you can show your computer desktop content during a call When you send content the far site can see and hear you and see and hear what is on your computer screen Before you show content check that the computer video is configured to use one of these supported resolutions and refresh rates Taxa 7 Tj TT TT 1680 x 1050 Recommended for HDX 4000 systems with Hardware Version A 1600 x 900 Recommended for HDX 4000 systems with Hardware Version C and HDX 4000 systems with Hardware Version A that have been upgraded to Monitor Hardware Version B 1920 x 1080 Recommended for Polycom HDX 4500 systems only To start sending content select one of the following options Press the Send Computer button on the keypad When you are sending content the Send Computer button is lit Press 2 Content on the remote control 20 Polycom Inc User s Guide for Polycom HDX Desktop Systems To stop sending content select one of the following options Press the Send Computer button on the keypad Press amp Content on the remote control Showing Content with People Content IP People Content IP allows you to send content from a computer that is not connected directly to the Polycom HDX system 4 Points to note about People Content IP People Content IP supports any computer desktop resolution with color set to Peo
37. n 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 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 or Microsoft Lync Server 2010 directory view a list of Microsoft OCS or Microsoft Lync contacts see if the contacts are online and call them without knowing or remembering their addresses Microsoft Office Communications Server 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 38 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 Polycom Inc User s Guide for Polycom HDX Desktop Systems can populate groups created locally on a Polycom HDX system with existing Office Communicator or Microsoft Lync contacts but those cha
38. nges 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 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 Polycom Inc 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 Bus
39. ode configured on the host system is the one used in the call To find out more about these modes 30 Polycom Inc User s Guide for Polycom HDX Desktop Systems 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 cc 2 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 Multiple sites are displayed in continuous presence The current speaker s image is highlighted The speaker sees continuous presence while the other sites see the speaker in full screen on the monitor Full Screen The site that is speaking is shown in full screen to all other sites The current speaker sees the previous speaker 9 sau Soe Polycom Inc 3 User s Guide for Polycom HDX Desktop Systems Using Chair Control for Multipoint Calls 32 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 ch
40. plash screen is displayed within about 10 seconds Polycom Inc 3 User s Guide for Polycom HDX Desktop Systems To power off ihe Polycom HDX 4000 system gt gt Press and hold the power button on the front of the system or press and hold the power button on the side of the monitor The monitor and the system power off After turning the power off in this way wait at least 15 seconds before you disconnect the system from its power source To power off the Polycom HDX 4000 system monitor gt gt Press the power button on the side of the monitor The monitor enters standby mode The system stays powered on Powering the Polycom HDX 4500 System On and Off To power on the Polycom HDX 4500 system gt gt Press the power button on the side of the system The Polycom splash screen is displayed within about 10 seconds To power off the Polycom HDX 4500 system gt gt Press and hold the power button on the side of the monitor The monitor and the system power off To power off the Polycom HDX 4500 system monitor gt gt Press the power button on the side of the monitor The monitor enters standby mode The system stays powered on Power On Self Test POST 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 P Hangup on the remote control or keypad to continue the st
41. ple Content IP provides video only content No audio is shared 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 For a computer connected directly to the Polycom HDX system Polycom recommends using the Send Computer button or 2 Content button instead of People Content IP To install People Content IP on a computer 1 2 On a computer with a Microsoft 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 1 2 Polycom Inc 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 want to show and click in People Content IP 21 User s Guide for Polycom HDX Desktop Systems To stop showing content 1 If the People Content IP toolbar is minimized maximize it by clicking the icon in the task bar 2 Click in People Content IP To keep the call secure content is automatically stopped when a participant joins the call Showing Content with Polycom People on Content 22 The Polycom People on Content feature allows you to show yourself on top of
42. re 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 eg Do Not Disturb gt gt On the Home screen set the Availability Control to Do Not Disturb Polycom Inc 33 User s Guide for Polycom HDX Desktop 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 If you have a Polycom HDX 4000 system that you are using as your computer monitor Polycom recommends that you set up the system so that you have to answer calls 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 2 3 Select System from the Home screen Select User Settings from the System screen If you want to automatically answer incoming point to point video calls set Auto Answer Point to Point Video to Yes If you want to automatically answer incoming
43. re that far sites enter a meeting password to prevent unauthorized participants from joining multipoint calls hosted by your HDX system e Ifyou need to generate touch tones DTMF tones press on the keypad or remote control or press l and choose Touch Tones Then use the keypad or 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 To enter a meeting password Ifa prompt appears on the screen use the remote control or keypad or onscreen keyboard to enter the password e Ifyou hear an audio prompt use the remote control or keypad to generate DTMF tones To configure a meeting password 1 Press A Home to switch to the home screen if a computer is connected 2 Select System from the Home screen 3 Select User Settings from the System screen 4 Enter the password in the Meeting Password field in one of these ways Press the keypad or remote control number buttons using the text entry method commonly used with cell phones Press Keyboard to use the onscreen keyboard to enter characters 5 Press c 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 and whether content is shared The multipoint viewing m
44. ressing A Home then Info Switch between computer Start and stop showing computer desktop and video conference desktop content to far sites views Access onscreen help see system status in a call Confirm your current selection perform functions on highlighted items Cycle through display layouts Navigate through menus Zoom the camera in or out Select the far site or near site camera to control Return to the previous screen Bam n il iha Home sereen Place or answer a call indicates call status View or manage directory entries End a call Increase or decrease the sound you hear from the far sites and your computer Display the onscreen keyboard Display menu of optional features Enter letters or numbers move the camera to a stored position Delete letters or numbers Mute the microphone audio you re sending to the far sites Press once for a dot twice for a colon three times for an asterisk Powering the System On and Off HDX system using the power button on the system 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 Caution In order to avoid corrupting the file system always power off a Polycom Powering the Polycom HDX 4000 System On and Off To power on the Polycom HDX 4000 system gt gt Press the power button on the front or the side of the system The Polycom s
45. rom 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 or keypad 2 Select Group gt Polycom GDS 3 Select Options gt Refresh Polycom Inc 27 User s Guide for Polycom HDX Desktop Systems 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 r Presence Description 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 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
46. rs 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 9 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 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 ay 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 keypad or remote control 6 Polycom Inc Polycom Inc User s Guide for Polycom HDX Desktop 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 1 Select Favorites from the Home screen 2 Highlight the contact you want to call and press ay Call or press the reference number that appears next to the contact to place the call 3 For more information about the Favorites scr
47. s are stored on the Global Directory Server and you cannot edit them You can however add a global entry to your Favorites Microsoft Lync Server 2010 directory or managing Microsoft Office Communications Server or Microsoft Lync contacts refer to Using Microsoft Office Communications Server or Microsoft Lync Server 2010 Features with Video Calls on page 38 4 For information about using a Microsoft Office Communications Server or 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 eroups 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 server e Up to 20 000 contacts when the HDX system is registered with Microsoft Office Communications Server 2007 or Microsoft Lync Server 2010 Polycom Inc 23
48. t 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 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 Up to 64 additional groups from the Microsoft Office Communications Server or Microsoft Lync Server 2010 directory which appear in the Favorites group Up to 200 additional distribution groups from 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
49. 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 or keypad to enable the option 4 Press A Home to save your change and return to the Home screen Logging In and Out Polycom Inc 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 or keypad to enter the User ID 2 Enter the account password To enter numbers use the number buttons on the remote control or keypad To enter letters press Keyboard on theremote control or keypad 3 Select 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 Press i 1 Option on the remote control or keypad and select Logout to log out manually The system automatically logs out the current account when the system goes to sleep 35 User s Guide for Polycom HDX Desktop Systems Using a Polycom SoundStation IP 7000 Conference Phone with a Polycom HDX System 36 When you connect a Polycom SoundStation
50. tware like any other copyrighted material e g a book or sound recording Every effort has been made to ensure that the information in this manual is accurate Polycom Inc is not responsible for printing or clerical errors Information in this document is subject to change without notice Contents Polycom Inc Usine the Remote Control seines itat sae n E Delo n balo Laem n delk 2 Dl anca yy HD ee eer rate eee ere HF eae ere ne een 3 Powering the System On and Off X KK KK KK KK KK KK KK KK eee 3 Powering the Polycom HDX 4000 System On and Off 3 Powering the Polycom HDX 4500 System On and Off 4 Power On Sell Test FOST n e Qa seit ei wees fetes el n 4 Callie and ANS Wellin ln a u ew n durd dr cars KI Kar dl uth E A a 5 AUIS WETING aL all 2 xi w ya sd Da j a saath outed Balas dak n dake AA X 5 Placid Call center esta lth 2A WE e ar peo KAN Sen Bho eee a es 5 Calling by Entering a Name or Number 5 Calling from the Recent Calls List aoidane i KK 6 Calling from the Favorites Screen 0 0 ee KK KK KK eee 7 Calling a speed Dial Paty a ie teats hen h l tes k aa 7 Calling fron the Directory 23 05 2530 ries betwen rose seesaw ease 7 Calling from the Calendar kK KK KK KK KK KK KK KK KK KK 8 Endine di Cally sin a xa K eres sao n KOD eee cnet QA AND ee 8 Types of Video Calls You Can Make 0 0 0 0
51. w the far site to control your camera l 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 A2 Polycom Inc User s Guide for Polycom HDX Desktop Systems 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 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 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Select o Next to see more settings 4 Scroll to Far Site Name Display Time press O on the remote control or keypad and select to display the far site s name during the entire call for a specified time or not at all 5 Press 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 To enable audio confirmation 1 Select System from the Home screen 2 Select User Settings from the System screen 3 Se
52. y Inactive In a Conference In a Meeting 3 User s Guide for Polycom HDX Desktop 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 AO If a Polycom HDX system is deployed in 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
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