Polycom 3725-26792-003 User Manual

Polycom Converged Management Application ™ (CMA™)

Desktop

Help Book

Version 5.2.0

Polycom and the Polycom logo are regist ered trademarks and Polycom CMA Desktop™ is a trademark of Polycom,

Inc.

3725-26792-003/A

October 2011

Table of Contents

Getting Started with Polycom CMA Desktop .................................................................................................................. 1

Welcome to Polycom CMA Desktop ........................................................................................................................... 1

Starting Polycom CMA Desktop ................................................................................................................................. 1

First Steps with Polycom CMA Desktop ..................................................................................................................... 1

Calling and Answering ................................................................................................................................................... 3

Placing a Call .............................................................................................................................................................. 3

Ending a Call .............................................................................................................................................................. 4

Seeing Who's Available .............................................................................................................................................. 4

Availability for calls ............................................................................................................................................... 4

Availability to chat ................................................................................................................................................. 5

Examples .............................................................................................................................................................. 5

Participating in a Multipoint C all .................................................................................................................................. 5

Entering a Virtual Meeting Room Password, Extension, or Meeting Number ............................................................. 6

Controlling the Far-End Camera ................................................................................................................................. 6

Using the Contacts, Directory, and Recent Calls Lists ................................................................................................... 8

Managing Your Contacts ............................................................................................................................................ 8

Using Groups to Organize Contacts ........................................................................................................................... 9

Using the Directory ................................................................................................................................................... 10

Viewing Your Recent Calls ....................................................................................................................................... 11

About your Recent Calls ..................................................................................................................................... 11

Searching for a Contact ............................................................................................................................................ 12

Seeing Details About a Contact ................................................................................................................................ 12

Working with Content ................................................................................................................................................... 14

Showing the Desktop ................................................................................................................................................ 14

Viewing Content ....................................................................................................................................................... 14

Customizing Your Polycom CMA Desktop Environment .............................................................................................. 16

Showing Others Your Availability .............................................................................................................................. 16

Customizing Chat and Call Windo ws ........................................................................................................................ 16

Showing and Hiding the PIP ..................................................................................................................................... 16

Viewing Full-Screen Video ....................................................................................................................................... 17

Hiding and Showing Your Video Preview Window .................................................................................................... 17

Customizing the Enter Key ....................................................................................................................................... 18

Setting Up Your Camera, Audio, and Network ............................................................................................................. 19

Choosing a Camera .................................................................................................................................................. 19

Specifying Camera Preferences ............................................................................................................................... 19

Specifying Audio Preferences................................................................................................................................... 20

Specifying Your Network Preferences ...................................................................................................................... 20

Solving Problems ......................................................................................................................................................... 22

Table of Contents

Solving Audio and Video Problems .......................................................................................................................... 22

Testing Audio Devices .............................................................................................................................................. 24

Troubleshooting Notifications ................................................................................................................................... 24

Saving Logs .............................................................................................................................................................. 25

Copyrights and Legal Notices ...................................................................................................................................... 27

Third Party Software ................................................................................................................................................. 27

Open Source Licenses ............................................................................................................................................. 27

ares .......................................................................................................................................................................... 27

as3crypto .................................................................................................................................................................. 27

as3httpclientlib .......................................................................................................................................................... 28

CyrusSASL ............................................................................................................................................................... 28

Expat ........................................................................................................................................................................ 28

FZip .......................................................................................................................................................................... 29

JpegLib ..................................................................................................................................................................... 29

Libxml2 ..................................................................................................................................................................... 33

log4cxx ..................................................................................................................................................................... 33

OpenLDAP ............................................................................................................................................................... 35

OpenSSL .................................................................................................................................................................. 36

XIFF .......................................................................................................................................................................... 37

iii

Getting Started with Polycom CMA Desktop

Welcome to Polycom CMA Desktop

Polycom CMA Desktop is an easy-to-use video conferencing application that lets you see and hear the people you call. With Polycom CMA Desktop, you can connect to anyone else who is using Polycom CMA Desktop or other types of video conferencing systems. You can show presentations and other content to participants in video calls, and you can also chat with Polycom CMA D esktop users who share presence with you. P olycom CMA Desktop Contacts who don't have cameras can st ill chat and participate in calls.

Related Topics

Starting Polycom CMA Desktop Signing In and Out Placing a Call

Starting Polycom CMA Desktop

You can start Polycom CMA Desktop ma nually when you want to make a call, or you can configure it to start automatically when you start your system. Once Polycom CMA Desktop is running, you can place or receive calls.

To start Polycom CMA Desktop manually:

>> On your Windows desktop, double-click

to start Polycom CMA Desktop.

To exit from Polycom CMA Desktop:

1. In the Windows system tray, right-click

2. Choose Exit.

To configure Polycom CMA Desktop to start and sign you in automatically:

1. Do one of the following:

(if you're signed in) or (if you're signed out).

• If you're signed in to Polycom CMA Desktop, right-click in the Windows system tray, and

choose Sign Out.

• Start Polycom CMA Desktop.

2. From the main window, click Menu > Preferences > Sign In.

3. Select Automatically start Po lycom CMA Desktop when system starts.

4. Select Automatically sign in when Polycom CMA Desktop starts.

5. Click Apply, then click OK.

6. Enter your Polycom CMA Desktop user na me and password.

7. Select Remember my password, and then click Sign In.

Tip: These settings take effect the next ti m e you restart.

Related Topics

Signing In and Out Placing a Call Answering a Call Using Chat

First Steps with Polycom CMA Desktop

Polycom CMA Desktop Help Book

Icon

Description

To get started, try these Polycom CM A D es ktop tasks. To get more detailed information, use the links to related topics at the bottom of this topic.

Add People to Your Contacts List

1. Click to open the Directory.

2. Type a name in the Search Text field. For example, if you type and, your search may find Contacts such as Andrew Jones, Christine Anderson, or Andover Conference Room.

Tip: For faster searches in large Directories, click you're looking for, if you know it.

3. From the list of names, click the name of the person you want to add.

4. Click Add to Contacts.

and choose the Group that contains the person

5. Polycom CMA Desktop sends an invitation to be on your Contacts list to the person you select, and appears next to the name on your Contacts list.

Tip: The Directory includes current Polycom CMA Desktop users whom you can call, as wel l as people whose accounts are not active. A Polycom CMA Desktop account is activated when the person signs in for the first time. If you want to call a person whose account is not activated, tell him or her to ac tivate the account by signing in. You can then locate the user in the Directory and place a call.

Check the Icons

When the Contact accepts your invit ation, the icons beside the name show the Contact's availability.

•

Call Someone

1. Do one of the following:

Available for chat or a call.

In a video call and able to accept an additional video call. No chat is availabl e.

In a video call. Available to chat .

Unavailable for a call. Availabl e to chat, but currently idle.

• Click a name in your Contacts list, your Recent Calls, or the Directory.

• Type a system name or number.

2. Click

Related Topics

About Your Contact List, the Directory, and Your Recent Calls Placing a Call Answering a Call Seeing Who's Available

Call to start the call.

Calling and Answering

Placing a Call

You can place a call by choosing a name from your Contacts list, the Directory, or your Recent Calls. You can also call by entering the calling info rmation yourself. Depending on the type of system you're using and the type of system you're calling, you can place a vi deo call, place an audio call, or chat.

To place a call by choosing a name from yo ur Contacts list:

>> Do one of the following:

• Double-click a Contact to place a vi deo call. If the Contact's system does not support video, an audio call

starts. If the Contact's system supp or ts neither video nor audio, the chat wi ndow opens.

• Select a Contact, and then click to place a video call or click to chat.

• Right-click a Contact and choose Pl ace a Call.

To place a call from the Director y:

1. Click

2. Type a name in the Search Text field. For example, if you type and, your search may find Contacts such as Andrew Jones, Christine Anderson, or Andover Conference Room.

3. Click a name and then click Call to start the call.

4. If the person is registered with Polycom CMA Desktop as well as another Polycom video conferencing system, you are prompted to choose which system to call.

To place a call from your Recent Calls:

1. From the main window, do one of the following:

to open the Directory.

Tip: For faster searches in large Directories, click you're looking for, if you know it.

and choose the Group that contains the person

• If your system is configured to incl ude Recent Calls as a Contacts list group, click to open the

Recent Calls group, and select a name.

• Click in the manual dial box at the bottom of the main window and start typing. If the Polycom CMA

Desktop finds the name you want, you can click to select it.

• In the manual dial box at the bottom of the main window, click , then select a name.

• Right click on one of the Recent Calls items.

2. Click

To place a call by entering the callin g information:

1. Type the calling information in the field at the bottom of the main window. As you type, the system finds matching Contacts from your Recent C all s . If Polycom CMA Desktop finds the name you want, you can click to select it.

Call to start the call.

2. Click

To call a virtual meeting room on a bridge:

1. Do one of the following:

Call to start the call.

•

Polycom CMA Desktop Help Book

Icon

• If Polycom CMA Desktop and the virt ual m eeting room are registered to the same gatekeeper,

enter the extension (E.164 address) .

• For SIP calls, enter the address in thi s format: RoomNumber@IP_Address. F or example,

1000@11.12.13.14.

• For H.323 calls, enter the address in t hi s format: IP_Address##Extensi on. For example:

11.12.13.14##1000.

• Double-click a Callto: link in a meet ing invitation.

2. Click

Tips for great calls

Call to start the call.

• While you are in a call, you can open a chat window and exchange messages with the other participant

without affecting the call. You may want to do this if you are troubleshooting a problem, for example.

• Your administrator may have set a max imum time for calls. After the specified time limit, you are prompted

to confirm that you want to stay in the call.

• Your administrator may have configured Polycom CMA Desktop to encrypt c al ls with systems that support

encryption. When you see at the bottom of the screen, the call is encrypted. When you see at the bottom of the screen, the call is not encrypted.

Related Topics

Searching for a Contact Participating in a Multipoint C all Seeing Who's Available Answering a Call Ending a Call

Ending a Call

Either participant can end a call. When t he call ends, the call window closes automatically.

To end a call:

1. If your video is full screen, move your m ouse to display the toolbar.

2. Click

Related Topics

Placing a Call Answering a Call

Hang up on the toolbar.

Seeing Who's Available

You can view details about your Contact s, including the availability and system capability of the Contacts with whom you share presence. Contacts r egistered with the CMA presence serv i c e have icons beside their names indicating whether they are online and able to chat or to receive a call.

Availability for calls

Icons indicate a Contact's availa bility for a call, as shown in the following table.

Description

Available for a video call.

Available for a video call, but currently idle.

Icon Icon

Description

No presence is available for this vide o system, but the system can be called.

In a video call and able to accept an additional video call.

In a video call or not accepting calls (Do Not Disturb).

Offline or no video is available.

Availability to chat

Icons indicate a Contact's availa bility to chat, as shown in the following table.

Description

Available to chat.

Available to chat, but currentl y idle.

Calling and Answering

Invited to join your Contacts list. No presence is yet available.

Not accepting messages (Do Not Disturb).

Examples

The following table gives examples of the icons you might see in your Contacts l ist.

Available for chat or a call.

In a video call and able to accept an additional video call. No chat is available.

In a video call. Available to chat .

Unavailable for a call. Availabl e to chat, but currently idle.

Unavailable for chat or a call (Do Not D isturb)

Available for a call, but currently idle. No chat is available.

Invited to join your Contacts list. No presence is yet available.

Related Topics

Managing Your Contacts Placing a Call

Participating in a Multipoint Call

Polycom CMA Desktop Help Book

You can participate in multipoint calls that are hosted by a virtual meeting ro om or by a video conferencing system that can host multipoint calls. During a multipoint call, multiple sites can hear each other. Participants us i ng v ideo can also see each other.

For most multipoint calls, you choose someone from your Contacts list or the Directory or enter the calling information, just as you do for any other call. Some types of virtual meeting rooms r equire you to supply a password, extension, or meeting number after the call connects. You can get this information from the meeting organizer.

Some virtual meeting rooms allow the meeting organizer to specify calling information for all participants before the call starts. In this type of multipoi nt call, you simply answer the incoming call.

To join a multipoint call:

>> Choose the virtual meeting room number from your Contacts list, the Direct ory, or your Recent Calls. You can also click a link in a meeting invitation or manually dial the number s upplied to you by the meeting

organizer.

To enter a virtual meeting room password, extension, or meeting number:

>> When you hear the prompt, click

To hang up from a multipoint call:

>> Click

Hang up on the toolbar.

Tone Pad on the toolbar and enter the required number.

Related Topics

Placing a Call Answering a Call Entering a Virtual Meeting Room P as sword, Extension, or Meeting Number

Entering a Virtual Meeting Room Password, Extension, or Meeting Number

Some types of virtual meeting rooms require you to supply a password, extensi on, or meeting number after the call connects. You can get this information from the meeting organizer.

To enter a password, extension, or meeting number:

>> When you hear the prompt, click

Related Topics

Participating in a Multipoint C all Placing a Call

Tone Pad on the toolbar and enter the required number.

Controlling the Far-End Camera

When you are in a call and the far-end camera supports pan, tilt, and zoom movement, it might be configured to allow you to control it.

To adjust the far-end camera:

1. Click

2. Click the arrow buttons to move the camera up, down, left, or right:

3. Click Zoom + or Zoom - to zoom in or out.

on the toolbar.

Using the Contacts, Directory, and Recent Calls Lists

Managing Your Contacts

Your Contacts list is your personal s pace for storing information about the people and systems you communicat e with most frequently. You can add peopl e to your Contacts list by copying them fr om the Directory or from your Recent Calls. When you add people whose systems support sharing presence, they receive an invitation to be on your Contacts list. You can also add peo pl e and systems outside the network by entering the information manually.

From your Contacts list, you can place calls and chat with just a click. Shari ng presence lets you each quickly see whether the other is available and what type of call is possible.

Contacts who are available for calls are displayed at the top of your Contacts lis t.

To add a person or system in the Directory to your Contacts list:

1. Click to open the Directory.

2. Type a name in the Search Text field. For example, if you type and, your search may find Contacts such as Andrew Jones, Christine Anderson, or Andover Conference Room.

Tip: For faster searches in large Directories, click you're looking for, if you know it.

3. Click a name, then click Add to Contacts.

4. Change the display name (optional).

5. Click OK. If the person is registered with one or more video conferencing systems as wel l as with Polycom CMA

Desktop, all systems are added to your Co ntacts list.

and choose the Group that contains the person

To add a recent caller to your Contacts l ist :

1. From the Recent Calls list, find the person or system to add.

2. Right-click and choose Add to Contacts to add the person or system to your Contacts list.

3. Change the display name (optional).

4. Click OK.

To create a new Contact:

1. From the main window, right-click on the Contacts list or a group, then choose Create Contact.

2. Enter the display name and address, t hen c lick OK.

To delete a Contact:

>> Right-click the Contact and choose Delete Contact.

When you delete an entry for a Contact who has multiple systems that share presence, all of the Contact's entries are deleted. Systems that do not s hare presence must be deleted individu ally.

To change a Contact's display name:

1. Right-click the Contact, and choose Ed i t Contact.

2. In the New Display Name field, type the new name using uppercase and lowercase letters, numbers 0 - 9, and the special characters space, dot, hyphen, backslash, and underscore.

The display name appears only on your computer, so it can be any name that's meaningful to you. For example, you might add your friend, whose addr es s is mypresenceID. You might then choose "Christine" as a display name to help you more easily identify her in your Contacts list.

Related Topics

Working with Content

Searching for a Contact Using Groups to Organize Contacts Seeing Details About a Contact Seeing Who's Available

Using Groups to Organize Contacts

Your private groups allow you to organi ze your Contacts however you like so that you can find the people and systems you call more quickly and easily. You can create as many groups as you need. Since your private groups are visible only to you, you can give them any names that are helpful to you. You can add someone to as many groups as you like.

Your Contacts list always includes t he All Contacts group, which include all of your Contacts. Your Contacts l ist may also be configured to include your Recent Calls as a group.

To show groups in your Contacts list:

>> Right-click a Contact or a group, and choose Show Groups.

To create a group in your Contacts list:

1. Right-click a Contact or group and choose Create Group.

2. Enter a name for the group using upper c ase and lowercase letters, numbers, and the symbols space, dot, hyphen, and underscore.

3. Click Create.

To add a Contact to a group:

>>Do one of the following:

• Add an existing Contact to a group by dragging it into the group or by right-clicking the name and choosing

Move Contact to Group.

• Create a new Contact by right-clic k i ng the group name and choosing Creat e C ontact.

• Copy a Contact to another group by right-clicking the Contact and choosing Copy Contact to Group.

• Specify a group when you add someone from the Directory to your Contacts .

To remove a Contact from a group:

>> Right-click a Contact and choose Remove Contact From Group. The Contact is removed from the selec ted group.

To show or hide Contacts in a group:

>> Click

To rename a group:

1. Right-click a group name, and choose Rename Group.

2. In the Enter new group name field, type the new name using uppercase and lowercas e letters, numbers,

3. Click OK.

To delete a group:

1. Remove Contacts from a group by dragging them into another group or by deleting them.

2. Right-click the group name and choose Delete Group.

3. Click OK.

to expand a group or click to c oll apse a group.

and the symbols space, dot, hyphen, and underscore.

Polycom CMA Desktop Help Book

To copy a group to another group:

1. Right-click a group name, and choos e Copy Group.

2. Select the target group, and click OK.

To sort the groups:

>> Do one of the following:

• Sort the groups in alphabetical order by right-click a group name, and choose Sort Groups.

• Move up a created group by right-clicking a group name, and choose Move up in order.

• Move down a created group by right-c l icking a group name, and choose Move down in order.

Tip: You cannot move a group if you have selected Sort Groups option. Neither you cannot move All Contacts group and Recent Calls group.

Using the Directory

The Directory allows you to search f or people and systems in your organiz ation. You can call the people you find from the Directory, or you can add them to your Contacts list. When someone accept s, you can see presence information about one another.

The Directory contains informat ion about individual people or systems( organization may also have organiz ed the Directory into groups. These Directory groups allow you to find someone faster by limiting the search to just one group.

To return your search to the top level of t he Directory, click

To find a person or system in the Directory:

2. Click

3. Type a name in the Search Text field. For example, if you type and, your search may find Contacts such as Andrew Jones, Christine Anderson, or Andover Conference Room.

Tip: For faster searches in large Director i es , click looking for, if you know it.

To view people in a group:

>> Double-click the group (identif i ed with

To return to the top Directory level:

>> Do one of the following:

to open the Directory.

and choose the Group that contains the person you're

), as well as groups of people ( ). Your

• Click .

• Click repeatedly until you reach the top.

Related Topics

Managing Your Contacts Searching for a Contact About Your Contacts List, the Directory, and Your Recent Calls

Working with Content

Icon

Description

Viewing Your Recent Calls

Polycom CMA Desktop gives you several ways to view your recent calls:

• Your Recent Calls list lets you see the people and systems you've called a nd those who have called you.

You can use this list to place calls and invite people to be on your Contacts list. To make it easier to find a Contact, each Contact is listed once, even if you have participated in multip le calls together.

• Each Contact's Details window shows you a list of your recent calls with that Contact.

• The Call Log gives you another view of the calls you've placed and received. Each call is listed, along with

information about each call. You can also view your call history for a single Contact.

About your Recent Calls

Your Recent Calls list shows you whether you placed or received the call and whether the call connected.

Outgoing completed call

Incoming completed call

Incoming missed call

To place a call from your Recent Calls list:

1. From the main window, do one of the following:

• If your system is configured to include Recent Calls as a C ontacts list group, click to open the

Recent Calls group, and select a name.

• Click in the manual dial box at the bottom of the main window and start typing. If the Polycom CMA

Desktop finds the name you want, you can click to select it.

• In the manual dial box at the bottom of the main window, click , then selec t a name.

• Right click on one of the Recent Calls items.

2. Click

To display your Recent Calls as a group in your Contacts list:

1. From the main window, click Menu > Preferences > General.

2. Specify whether to show recent calls i n the Contacts list.

To view your Call Log:

>> From the main window, click Menu > Call Log. Log entries appear in the list in the or der the calls were placed to or received from the person or system. To find a

recent call in the call log, click a c olumn heading to sort or scroll through the names. Calls that connected successfully are marked with and calls that did not connect are marked with .

Call to start the call.

To delete entries from your Call Log:

1. From the main window, click Menu > Call Log.

2. Select one or more entries to delete.

3. Right-click the entries and choose Delete Selected Entries.

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