Polycom 3725-61794-005 User Manual
User’s Guide for Polycom® HDX®
Systems and the Polycom Touch
Control
Version 3.0.5 | July 2012 | 3725-61794-005/A
Trademark Information
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®
and the names and marks associated with Polycom's products are trademarks and/or service marks of
Polycom, Inc. and are registered and/or common law marks in the United States and various other countries.
All other trademarks are property of their respective owners.
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The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
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Please send email to videodocumentation@polycom.com.
© 2012 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing
includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the
software contained within its products. The software is protected by United States copyright laws and international
treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or 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.
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Contents
Using the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Calling by Entering a Name or Number . . . . . . . . . . . . . . . . . . . . . . 4
Calling from the Recent Calls List . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Calling from the Favorites Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Call Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Types of Video Calls You Can Make . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Participating in an Encrypted Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Selecting and Adjusting a Camera or Other Video Source . . . . . . . . . . 9
Starting and Stopping Camera Tracking with EagleEye Director . . . 11
Setting and Using Camera Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Changing the Layout during a Video Call . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting Touch Control Brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Adjusting Touch Control Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content from a Computer Connected Directly to the
Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content with People+Content™ IP . . . . . . . . . . . . . . . . . . . . . 16
Showing Content from a Computer Connected Directly to
the HDX System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Polycom HDX 9006, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series systems . . . . . . 17
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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, VCR, or DVD Player . . 20
Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 21
Using the Polycom UC Board™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Save and Retrieve Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Passwords for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Multipoint Viewing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using Chair Control for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . 28
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Answering Video Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Muting Automatically Answered Video Calls . . . . . . . . . . . . . . . . . . . . 31
Allowing Video Display on the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Viewing Presence States for Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Microsoft Office Communications Server 2007 R2 or
Microsoft Lync Server 2010 Features with Video Calls . . . . . . . . . . . . . . . . 32
Managing Contacts Using Office Communicator or Microsoft Lync . 33
Viewing Microsoft Office Communications Server or
Microsoft Lync Server 2010 Presence States . . . . . . . . . . . . . . . . . . . . . . 34
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Muting in a CCCP Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Holding and Resuming CCCP Calls . . . . . . . . . . . . . . . . . . . . . . . . . 36
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Allowing the Far Site to Control Your Camera . . . . . . . . . . . . . . . . . . . 37
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Allow Room or Call Monitoring with the
Polycom HDX Web Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Using the Virtual Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
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User’s Guide for Polycom® HDX® Systems and the
Polycom Touch Control
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.
The latest user information about version 3.0.5 of the Polycom HDX System
software, version 1.5.0 of the Polycom Touch Control Operating System
software, and version 1.5.0 of the Polycom Touch Control Panel software is
provided in this guide.
This guide covers instructions for the Polycom HDX room systems with the
Polycom Touch Control.
Polycom, Inc. 1
User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Scroll left and right on the
Home screen for quick access
to common calling and
configuration tasks.
Press Back to go to the
previous screen. Press Home
to go to the Home screen.
Use the call screen for
quick access to common
tasks while you are in a
call.
Touch the screen to select an item.
Drag your finger across the screen to
scroll.
Use the Polycom Touch Control to control
a Polycom HDX system.
Using the Polycom Touch 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 Off
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Caution. In order to avoid corrupting the file system, always power off a Polycom
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.
The Power button affects any HDX system within the range of the remote
control, regardless of the Channel ID setting.
To power on the Polycom HDX system:
>> Press the power switch on the front of the HDX system. The Polycom
splash screen is displayed on the monitor within about 10 seconds.
To power on the Polycom Touch Control:
>> Reconnect the LAN cable to the underside of the device. The Home button
is lit when the device is powered on.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To power off the Polycom HDX system:
>> 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.
To power off the Polycom Touch Control:
1 From the Home screen touch User Settings.
2 Scroll to the Power section.
3 Select Touch Control Power.
4 In the menu that appears, select Power Off the Touch Control. If you
choose to power off the Polycom Touch Control, you must disconnect
and reconnect the LAN cable to power it on again.
To w ake up the Pol ycom To uch Co ntr ol:
>> The touch control goes to sleep after 2 minutes of inactivity. Touch the
screen to wake it up.
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 Hangup on the remote control to continue the startup
process. If you’re using the Polycom Touch Control, press Hangup on the
virtual remote control. 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.
Calling and Answering
Answering a Call
The way a Polycom HDX system handles incoming calls depends on how it is
configured. It either answers the call automatically, rejects the call
automatically, or prompts you to answer the call manually.
If the Polycom HDX system does not answer incoming calls automatically,
you are prompted to answer manually. Touch Answer or Ignore when a call
comes in.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Placing a Call
You can use your system to place a video call in any of these ways:
• Entering a name or number on the Place a Call screen.
• Choosing a site from:
— Recent Calls list
— Favorites screen
— Directory
• Calling into a scheduled meeting from the Calendar screen.
Calling by Entering a Name or Number
To place a call by entering a name or number:
1 From the Home screen touch Place a Call.
2 In the dialing field, enter the dialing information. Depending on the
capabilities of your system and the system you are calling, the dialing
information could look like one of these examples:
— 10.11.12.13 (IPv4 address—include the dots)
— 1b11:22ad:333a:444b:5cc5:66d6:e777:88f8 (IPv6 address—include the
colons)
— 2555 (E.164 extension for H.323 or SIP)
— stereo.polycom.com (DNS name)
— 19782922854 (ISDN or phone number)
— user@domain.com (SIP)
To enter letters, touch Keyboard. Touch and hold keys to access
accented characters.
To backspace, touch Delete.
3 Touch to place the call.
Call progress indicators appear on the HDX system monitor to show that
the call is in progress. When the indicators turn green, the call is
connected.
For more information about using the Place a Call screen, refer to Types of
Video Calls You Can Make on page 8.
Calling from the Recent Calls List
The Recent Calls screen provides details of all incoming and outgoing calls,
including the time of the calls.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To 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 touching All, Placed, or Received.
To see more details about a call listed on the Recent Calls screen, touch
next to the entry.
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 From the Home screen touch Place a Call, and then touch Favorites.
2 Touch an entry to place the call.
To see more details about an entry in Favorites, touch next to the entry.
To add, edit, or delete Favorites:
1 In the 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
https://IPaddress
Maximum Security Profile or Security Mode enabled, you must use the
https://IPaddress format.
Using the HTTPS protocol ensures that the configuration of all login information
(such as user names and passwords) are transmitted using an encrypted channel,
including those user names and passwords used to communicate with third-party
systems on your network. Using the HTTPS protocol severely limits the ability of
anyone on the network to discover these credentials.
http://IPaddress
format. If you operate within a secure environment with the
(for example,
http://10.11.12.13)
or
2 Select Place a Call > Directory.
3 Select +Favorites in the directory list.
4 Do one of the following:
— Select Create Contact to create a new Favorite.
— Select Add from Directory to add an existing directory entry to
Favorites.
— Highlight a Favorite, and then edit or delete it.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Calling from the Directory
If the system is registered with a directory server, you can browse or search for
a name to call.
To place a call from the directory:
1 From the Home screen touch Search the Directory.
2 Scroll to the entry or group you want, or touch the Search field to start
entering the name.
3 Touch an entry to place the call.
When calling a contact with multiple devices, the HDX system attempts to
place the call as follows:
1 Using the first call type in the preferred dialing order configured by the
administrator, the system calls the first device listed for the directory
entry, then the second device, and so on until the call connects.
2 If the call fails to connect to any device, the system attempts to place the
call using the next call type in the preferred dialing order, starting with
the first device, then the second device, and so on until the call connects.
To call a specific device, touch the Info button next to the entry, and then
touch the number for the device that you want to 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 meeting from the Calendar screen. If the
Calendar screen is blank, the system is not connected to the Microsoft
Exchange Server or no meetings are scheduled.
To join a scheduled meeting from the Calendar screen:
1 From the Home screen touch Calendar or the date and time display
at the top of the screen.
2 Touch Join to call into the meeting. Only meetings scheduled with the
Polycom Conferencing Add-In for Microsoft Outlook display a Join
button.
You can switch between day-view and month-view screens. You
can touch Info in the day view to see the meeting details and join the
meeting.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Hang Up Add Call Cameras
Keypad Show Content Layout
Mute
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 the call.
• Touch Add call to add another call participant.
• Touch Cameras to adjust the cameras or view presets.
• Touch Keypad to send DTMF tones.
• Touch Show Content to select, start, or stop content.
• Touch Layout to change the video layout at your site.
• Touch to get more information about the participants in the call or
view call statistics.
If you navigate away from the call screen during a call, you can return to it at
any time by touching the green Back to the Call button.
Ending a Call
To hang up from a call:
1 From the call screen touch Hang Up.
2 If prompted, confirm that you want to hang up.
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
Polycom, Inc. 7
telephone receiver in a regular phone call.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Types of Video Calls You Can Make
Depending on your system configuration, you might be able to make calls
using ISDN, H.323, SIP, or V.35/RS-449/RS-530. You can place an audio-only
call from Polycom HDX systems that have Analog Phone or Voice Over ISDN
enabled.
The following table lists some possible call combinations.
From... You can call... By dialing...
ISDN ISDN Phone number
IP 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 Networked and Public
Sites
Protected and Private
Sites
ISDN Depending on the H.323 gatekeeper or
Points to note about special dialing scenarios:
• 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.
• If you need to insert a pause, add one comma in the dial string for each second
you want the system to pause.
SIP URI, E.164 address, DNS name, or
IP address.
Typically, the far site's gateway number
then the number of the far-site system.
Consult with the far site about the best
method for placing the call.
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.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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.
• If you are in a point-to-point call or a multipoint call hosted by another
system, the padlock icon displays the state of your individual connection.
• 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.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the touch control to select and adjust the main camera or other
near-site or far-site video sources, such as document cameras, computers,
VCRs, or DVD players. You might be able to adjust other auxilary cameras or
far-site cameras that support pan, tilt, and zoom movement.
You can adjust the far-site camera only if it is configured at the far site to allow you
to control it.
To select a near-site or far-site camera, or other video source:
1 From the call screen touch Camera, or from the Home screen touch
Cameras.
2 If you are in a call, touch Near or Far to select either near-site or far-site
control.
3 Touch Select Camera, and then touch the camera or other video source
you want to use.
The icon for the video source moves up slightly on the screen, and the
video source is shown to the call participants.
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