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Polycom 3725-26470-004/A manual

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  • Page 1

    Ve r s i o n 3 . 0 | December 2010 | 3725-26470-004/A User’ s Guide for Polycom ® HDX ® Desktop Systems[...]

  • Page 2

    © 2010 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 i n any form or by any means, electronic or mechanical, for any purpose, without the ex press written pe rmission of Polycom, Inc. Under the law, reproducing includes translating into a no[...]

  • Page 3

    Polycom, Inc. iii Contents Using the Polycom HDX 4000 Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Answering [...]

  • Page 4

    User’ s Guide for Polycom HDX Desktop Systems iv Polycom, Inc. Directory Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Refreshing Entries from the Polycom Global Directory Server . . . . . . 23 Contacts with Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2[...]

  • Page 5

    Polycom, Inc. 1 User’ s Guide for Polycom ® HDX ® Desktop Systems Ve r s i o n 3 . 0 This guide includes overvi ew informat ion 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. This guide covers in structions for the Polycom HDX 4000 series. Us[...]

  • Page 6

    User’ s Guide for Polycom HDX Desktop Systems 2 Polycom, Inc. Powering the System On and Of f T o power on the Polycom HDX 4000 series, do one of the following: • Press the power button on the front of the system. • Press the power button on the side of the monitor. The system powers on and displays near video or your computer desktop within [...]

  • Page 7

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 3 Answering a Call The way a Polycom HDX sy stem handles incoming calls depends on how it is configured. It either answers the ca ll automatically, rejects the call automatically, or prompts you to answer the call manually. T o answer the call manually: >> Press Call or select Yes [...]

  • Page 8

    User’ s Guide for Polycom HDX Desktop Systems 4 Polycom, Inc. 3 Enter any additional information n eeded for the call. The available settings depend on the type of call and your syst em’s configuration. Not all calls require t hese settings: — Call Quality – Specify the call rate or call type for this call. For most calls, choose Auto to le[...]

  • Page 9

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 5 Calling from the Favorites Screen You might be able to see a list of Contacts on the Favorites screen. T o place a call from the Favorites screen: 1 Select Favorites from the Home screen. 2 Highlight the contact you want to call and press Call , or press the reference number that appea[...]

  • Page 10

    User’ s Guide for Polycom HDX Desktop Systems 6 Polycom, Inc. Calling from the Calendar If your HDX system is configured to c onn ect to the Microsoft Exchange Server, and the Polycom Conferencing Add-In fo r Microsoft Outlook is installed at your site, you can join a scheduled meeting from the Calendar screen. If the Calendar screen is blank, th[...]

  • Page 11

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 7 T ypes of Video Calls Y ou 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 ha ve Analog Phone or Vo ice Over ISDN enabled. The following table[...]

  • Page 12

    User’ s Guide for Polycom HDX Desktop Systems 8 Polycom, Inc. Par ticipating in an Encr ypted Call If encryption is enabled on the system, a locked padlock icon appears on the monitor when a call is encry pted . If a call is unencrypted, an unlock ed padlock appears on the monitor. • If you are in a point-to-point call or a multipoint call host[...]

  • Page 13

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 9 T o use yo ur 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 she et that came with the syste m. 2 Press View Computer on the keypad to toggle between displaying content from the computer and show[...]

  • Page 14

    User’ s Guide for Polycom HDX Desktop Systems 10 Polycom, Inc. T o adjust a camera using the keypad: 1 Select either a near-site or far-site video source to contr ol. During a multipoint call being hosted by a system in the call, you can only adjust a camera at the far site th at is currently speaking. 2 Press the arrow buttons on the keypad to m[...]

  • Page 15

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 11 T o store a preset: 1 If you are i n a call, press Near or Far on the keypad. 2 With the camera in the desired positi on, 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 do wn. Any existing[...]

  • Page 16

    User’ s Guide for Polycom HDX Desktop Systems 12 Polycom, Inc. T o change layouts during a call, do one of the following: >> Press Layout on the keypad. During point-to-point calls wit hout content, you can press the Layout button to scroll thro ugh the foll owing screen layouts: 1 Near and far sites, sa me size, side by side 2 Far site big[...]

  • Page 17

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 13 During point-to-point calls with content, you can press the Layout button to scroll through the following screen layout s: Far sites cannot see what is on your computer screen until you press the Send Computer button. 1 Content big, far and near sites small 2 Content big, far site sma[...]

  • Page 18

    User’ s Guide for Polycom HDX Desktop Systems 14 Polycom, Inc. 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 Y ou Hear Adjusting V olume You can raise or lower the volume of the meeting. Changing the volume affects only t[...]

  • Page 19

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 15 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 m onitor. The microphone input provides audio for video conferencing only; it does not provide input for other computer applications. Sh[...]

  • Page 20

    User’ s Guide for Polycom HDX Desktop Systems 16 Polycom, Inc. Showing Content from a Computer Connected Directly to the Polycom HDX System If you have a computer connected to your Polycom HDX 4000 system, you can show your computer desktop (content) du ring a call. When you send content, the far site can see and hear you, and see and hear what i[...]

  • Page 21

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 17 T o st ar t showi ng content: 1 On the computer, start the Polycom People+Content IP application. 2 Enter the IP address or host name of the Polycom HDX system and the meeting password, if one is set. 3 On the computer click Connect . 4 Open the content you want to show , and click in[...]

  • Page 22

    User’ s Guide for Polycom HDX Desktop Systems 18 Polycom, Inc. • Make sure that the room is well lit. • Stay about 3 feet in front of the back ground to avoid casting shadows on it. T o show content w ith People on Content: 1 Make sure that the content you want to sh ow is ready. 2 Press Option on the keypad. 3 Select People on Content . T o [...]

  • Page 23

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 19 Polycom HDX syst ems 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. • Up to 200 additional Favorites with presence when registered with a Polycom[...]

  • Page 24

    User’ s Guide for Polycom HDX Desktop Systems 20 Polycom, Inc. 5 Specify the follo wing information: 6 Select Update to add each combination of call type and number that you want to store for the site. To re move the last cal l type added, selec t Clear . 7 Select Save to save the entry. T o edit an entr y: You can edit any contact that was creat[...]

  • Page 25

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 21 4 Press on the keypad or select Op tions > Delete Contact . If Delete Contact is not available, you highlighted a global directory entry, which cannot be deleted. T o add existing contacts to Favo r ites from the Favorites screen: You can add existing global or new entr ies to your[...]

  • Page 26

    User’ s Guide for Polycom HDX Desktop Systems 22 Polycom, Inc. You can put the sa me contact in more th an one group, and you can delete it from one group at a time. To move a contact from o ne group to another, you must delete it from the first grou p and add it to the second group. Polycom HDX syst ems support up to 200 Favorites g roups. If th[...]

  • Page 27

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 23 Refreshing Entries from the Po lycom Global Director y Ser ver The global directory entries are periodic ally refreshed on systems re gistered to the Polycom Global Directory Server. You can also manually refresh the global directory entries on your system. T o manually refresh Polyco[...]

  • Page 28

    User’ s Guide for Polycom HDX Desktop Systems 24 Polycom, Inc. You can view Contact details in the syst em’s local interface. Highli ght the Contact and press . A dialog appears wi th the display name, address, call speed, and group. Including Multiple Sites in Calls Your system might be configured to participate in multipoint cal ls. During a [...]

  • Page 29

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 25 T o place a mu ltipoint call by adding sites to a call: 1 Call the first site. 2 When the call connects, press Call on the keypad. 3 Place a call to the next site. For more information, refer to Placing a Call on page 3 . 4 Repeat steps 2 and 3 until all sites are connected. T o place[...]

  • Page 30

    User’ s Guide for Polycom HDX Desktop Systems 26 Polycom, Inc. Passwords for Multipoint Calls You might be required to enter a meetin g password to join a multipoint call . And you can require that far site s enter a meeting password, to prevent unauthorized participants from joining multipoi nt calls hosted by your HDX system. T o enter a meetin[...]

  • Page 31

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 27 Using Chair Control for Multipoint Calls During some multipoint call s, 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 chai r controller can also disconnect a site [...]

  • Page 32

    User’ s Guide for Polycom HDX Desktop Systems 28 Polycom, Inc. The type of host for the mu ltipoint call and the systems in the call determine whether chair control is available. T o use the chair control options when you are in a multipoint call: 1 On a computer, open Internet Explorer 6.x or later. 2 In the browser address line, enter the syste[...]

  • Page 33

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 29 5 Select a site from the list, and then use the controls in the web inter face to perform one of these actions: Changing the W ay Calls Are Answered Te m p o r a r i l y R e f u s i n g C a l l s If your system administrato r has allowe d acces s to the Availability Control, you can a[...]

  • Page 34

    User’ s Guide for Polycom HDX Desktop Systems 30 Polycom, Inc. Answering Video Calls Automatically If your system administrator has allowed access to user settings, you can specify whether to answ er video calls automatically or to have the system announce incoming video calls and wa it for you to answer manually. T o automatically answer video c[...]

  • Page 35

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 31 Logging In and Out Depending on how your system is configured, you migh t have to log in when the system comes out of sleep mode. T o log in: 1 When the Login screen appears, press Keyboard or use the number buttons on the keypad to enter the User ID. 2 Enter the account password. To [...]

  • Page 36

    User’ s Guide for Polycom HDX Desktop Systems 32 Polycom, Inc. T o place a point-to-point call u sing a conne cted SoundStation IP 7000 conference phone: 1 Press 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 t[...]

  • Page 37

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 33 T o end a call using a co nnected SoundStation IP 7000 conference phone: • Press 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. T o star t or stop showi ng content usin g a connected Sou[...]

  • Page 38

    User’ s Guide for Polycom HDX Desktop Systems 34 Polycom, Inc. Using Microsoft Of fice Communications Ser ver Features with Video Calls Depending on how your system is configure d, you might be able to search a Microsoft Office Communications Server directory, view a list of Microsoft Office Communications Server contacts, see if the contacts are[...]

  • Page 39

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 35 Viewing Microsoft Of fice Communi cations Ser ver Presence States Polycom HDX systems and Office Comm unicator users in an integ rated environment use the following presence icons to indicate pr esence states: Polycom Solution Suppor t Polycom Implementation and Maintena nce services [...]

  • Page 40

    User’ s Guide for Polycom HDX Desktop Systems 36 Polycom, Inc. Using A vaya Network Features with Video Calls Depending on how your system is configure d, you might be able to use Avaya® telephony network features such as call forwarding, transferring calls, and adding ad ditional site s in an audio-only conference. T o activate call for warding[...]

  • Page 41

    User’ s Guide for Polycom HDX Desktop Systems Polycom, Inc. 37 4 Press Select again. The call becomes an audio-only conference with all of the systems. If the system th at dialed the flash hook hangs up, the other systems remain connecte d in a call with audio and video, if the capabilities are present. Customizing Y our W orkspace You can custom[...]

  • Page 42

    User’ s Guide for Polycom HDX Desktop Systems 38 Polycom, Inc. 4 Scroll to Far Site Name Display Time , press on the 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 t o save your change and return to the Home screen. Hearing Audio Confirmation When Y ou Dial If your sys[...]