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Polycom A manual

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  • Page 1

    V ersion 3.0.5 | July 2012 | 3725-61794-005/A User’ s Guide for Polycom ® HDX ® Systems and the Polycom T ouch Control[...]

  • Page 2

    © 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 i n any form or by any means, electronic or mechanical, for any purpose, without the expr ess written pe rmission of Polycom, Inc. Under the law, reproducing includes translating into a n[...]

  • Page 3

    Polycom, Inc. v Contents Using the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Calling and Answer[...]

  • Page 4

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control vi Polycom, Inc. Polycom HDX 9004, Polycom HDX 9002, and Polycom HDX 9001 systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Showing Content from a USB Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Showing Content from a Document Camera,[...]

  • Page 5

    Polycom, Inc. 1 User’ s Guide for Polycom ® HDX ® Systems and the Polycom T ouch Control 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. The latest user information about vers ion 3.0.5 of the Polycom[...]

  • Page 6

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 2 Polycom, Inc. Using the Polycom T ouch Control You use the touch control to place calls, adjust the volume, control the camera, show content, and select options. Powering the System On and Of f T o powe r on the Polycom HDX system: >> Press the power switch on the fr on[...]

  • Page 7

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 3 T o power off the Polycom HDX syste m: >> 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. T o power off the Poly[...]

  • Page 8

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 4 Polycom, Inc. Placing a Call You can use your system to place a video call in any of these way s: • Entering a name or number on the Place a Call screen. • Choosing a site from: — Recent Calls list — Favorites screen — Directory • Calling into a scheduled meeting [...]

  • Page 9

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 5 T o place a call from the Recent Calls screen: 1 From the Home screen, touch Place a Call , and then touch Recent Calls. 2 Touch an entry to place the call. You can filter the list by touc hing All, Placed, or Received. To see more details about a cal l list ed [...]

  • Page 10

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 6 Polycom, Inc. Calling from the Director y If the system is registered with a directory server, you can bro wse or search for a name to call. T o place a call from the director y: 1 From the Home screen touch Search the Directory . 2 Scroll to the entry or group you want, or t[...]

  • Page 11

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 7 Call Screen When you are in a call, the call screen appears. From the call screen you can complete these tasks: • Touch the Volume slider to adjust the volume at your site. • Touch the Mute icon to mute or unmute your microphones. • Touch Hang up to end th[...]

  • Page 12

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 8 Polycom, Inc. T ypes of Video Calls Y ou Can Make Depending on your system configura tion, 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 ena[...]

  • Page 13

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 9 Par ticipating in an Encr ypted Call If encryption is enabled on the system, a locked padlock icon appear s on the monitor when a call is encryp ted . If a call is unencrypted, an u nlocked padlock appears on the monitor. • If you are in a point-to-point call [...]

  • Page 14

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 10 Polycom, Inc. T o adjust a Poly com EagleEye HD, Polyco m EagleEye II, Polycom EagleEye 1080, Polycom EagleEye III, or Polycom EagleE ye Director using the touch c ontrol 1 Select either a near-site or far-site video source to contr ol. During a multipoint call being hosted [...]

  • Page 15

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 11 T o open or clo se the privacy shutter on the Po lycom EagleE ye View camera: >> Move the slider to the right to close th e 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 [...]

  • Page 16

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 12 Polycom, Inc. Setting and Using Camera Presets Camera presets are stored camera positi ons that you can create ahead of time or during a call. Presets allow you to: • Quickly point a camera at pre-defined locat ions in a room. • Select a video source such as a VC R or DV[...]

  • Page 17

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 13 Changing the Layout during a Video Call When the call connects, you can change the video layout displayed at your site. >> From the call screen, touch Layout . If th e call screen has no Layout tab, you cannot change the video layout at your site. — Tou[...]

  • Page 18

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 14 Polycom, Inc. Muting the Microphone You can mute the microphone if you do not want the far site to hear conversations at your site. T o mu te or unmute the microphone: >> From the Home screen touch Audio . On the audio screen you can touch Mute to control your microph [...]

  • Page 19

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 15 Enjoying Stereo Audio in Video Calls If your video conferencing room is configured to use stereo so und, the left and right microphone inputs are configured du ring system setup. It is important that you do not move the microphones as this might detract from th[...]

  • Page 20

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 16 Polycom, Inc. If autorun is enabled on the computer, you are prompted to run People+Content IP. If autorun is disabled on your c omputer, People+Content IP shows up as an exte rnal drive, and you must navigate to My Computer to launch it manually. 2 Launch People+Content IP.[...]

  • Page 21

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 17 T o stop s howing content: 1 If the People+Content IP toolbar is mi nimized, maximize it by clicking the icon in the task bar. 2 Click in People+Content IP. 3 Click Disconnect . Showing Content from a Computer Connected Directly to the HDX System Before you sho[...]

  • Page 22

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 18 Polycom, Inc. Polycom HDX 9004, Po lycom HDX 9002, and Polycom HDX 9001 systems T o st ar t sh owing conten t: To show people and content at the same time, the HDX system input must be configured for content. 1 Make sure the computer is powered on and connected to the Polyco[...]

  • Page 23

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 19 T o stop s howing content: >> From the Content screen, touch the computer source to stop showing it. Showing Content from a USB Drive A Polycom Touch Control can show content stored on a USB drive. You can annotate the file while showing it to the far sit[...]

  • Page 24

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 20 Polycom, Inc. 6 To show the file to other call participants, touch Show Content . While viewing a file, you can do the following on the Touch Control screen: — To zoom in or out, touch and . To reset the content to its original size, touch . You can also zoom in and out by[...]

  • Page 25

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 21 T o star t showing a document, object, videotape, or DV D in a call: 1 From the Home screen or call screen, touch Show Content . 2 Touch a content source. The icon for the video source moves up slightly on the screen, and the content is shown to the call partic[...]

  • Page 26

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 22 Polycom, Inc. For more information on how to set up a room to maximize the People on Content feature, see the Administrato r’s Guide fo r Polycom HDX Systems . You can also contact your administrato r for information about enabling or configuring People on Content. Follow [...]

  • Page 27

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 23 The following HDX systems, running soft ware version 3.0.3 or later, support the UC Board: • Polycom HDX 7000 HD system with Hardware V ersion C or D • Polycom HDX 8000 HD system with Hardware V ersion B • Polycom HDX 9006 Save and Retrieve Features UC Bo[...]

  • Page 28

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 24 Polycom, Inc. Viewing and Deleting Content on the UC Board T o view slides saved on a USB storage device: >> With a slide open on the UC Board, do one of the following: — Hold the stylus cl ose to the UC Board and tap the Next Arrow or Previous Arrow on the screen to[...]

  • Page 29

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 25 T o delete slides from a USB storage device: 1 On the UC Board screen, tap the Trash Can icon with your stylus. All slides on the page display X icons. 2 On the slid e you want to d elete, tap the X icon with your styl us. Saving Content on the UC Board T o sav[...]

  • Page 30

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 26 Polycom, Inc. Including Multiple Sites in Calls During a multipoint call, mult iple site s can see and hear each other. You can also share content in a multipoint call, ju st as you can in a point-to-point call. All systems can par ticipate in multipoint calls. To host multi[...]

  • Page 31

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 27 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 mult ipoint calls hosted by your HDX sy[...]

  • Page 32

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 28 Polycom, Inc. 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[...]

  • Page 33

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 29 T o 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. 2 Click Place a Call . 3 Click Chair Control to go to the Chair Control screen. 4 Select a site [...]

  • Page 34

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 30 Polycom, Inc. 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 administrat or has allowe d acces s to the Availability Control, you can automatically refuse incoming call s if you do not wish to be disturbed. Callers get a me[...]

  • Page 35

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 31 4 If you want to automatically answer incoming multipoint video calls, set Auto Answer Multipoin t Video to Yes . Muting Automatically Answered Video Calls If your system administrator has allowed access to user settings, you can choose whether to mute the audi[...]

  • Page 36

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 32 Polycom, Inc. Viewing Presence States for Favorites The Polycom Touch Control shows the following presence icons for Favorites registered with a Presence Service. If your system is registered to a Microsoft Office Co mmunications Server (OCS) or Microsoft ® Lync™ Server 2[...]

  • Page 37

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 33 Managing Contacts Using Of fice Communicator or Microsoft L ync Office Communicator and Mi crosoft Lync contacts appear on the Favorites screen. To add or delete Office Communicator or Microsoft Lync contacts on the Polycom HDX system, use the Offi ce Communica[...]

  • Page 38

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 34 Polycom, Inc. Viewing Microsoft Of fice Communications Ser ver or Microsoft L ync Ser ver 2010 Presence States The Polycom Touch Control shows the following presence icons for Favorites registered with the Microsoft Of fice Communications Server or Microsoft Lync Server 2010[...]

  • Page 39

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 35 T o ma nually create a multipoint call with CCCP: 1 From the Call screen on the Polycom Touch Control, touch Conference . 2 Create a list of participants you want in the call . You can add participants using any combination of the following methods. — Touch K[...]

  • Page 40

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 36 Polycom, Inc. Holding and Resuming CCCP Calls When an HDX system is registered to a Microsoft Lync server, the HDX system can participate in Lync-hosted mu ltipoint calls. You can place calls on hold and resume calls on the HDX system when it is on a Lync-hosted call. Certai[...]

  • Page 41

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 37 Customizing Y our W orkspace You can customize what you see on the scree n, depending on how your system is configured. Allowing the Far Site to Control Y our Camera If your system administrat or has allowed access to user s ettings, you can allow the far site [...]

  • Page 42

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control 38 Polycom, Inc. Allow Room or Call Monitoring with the Polycom HDX W eb Inter face T o enable room and call monitoring: 1 From the Home screen, touch User Settings . 2 Touch the HDX System tab. 3 Enable Allow Video Display on Web under Meetings to allow the room or call to be [...]

  • Page 43

    User’ s Guide for Polycom HDX Syst ems and the Polycom T ouch Control Polycom, Inc. 39 Partners. These additional servi ces will help customers successfu lly design, deploy, optimize and manage Polycom visual communicati ons within their UC environments. Professional Services for Microsoft In tegration is mandatory for Poly com Conferencing for M[...]