Polycom 9.0.6, VSX Series Getting Started Manual
Getting Started Guide
product pic here
for the VSX Series
Version 9.0.6
March 2010 Edition
3725-21286-011/A
Trademark Information
Polycom®, the Polycom logo design, SoundStation VTX 1000®, and ViewStation® are registered trademarks of
Polycom, Inc., and ImageShare™, MGC™, People+Content™, PowerCam™, PVX™, RMX 2000™,
StereoSurround™, Visual Concert™, VS4000™, and VSX™ are trademarks of Polycom, Inc. 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.
© 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 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.
Contents
Using the Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Working with Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
VSX Series Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Answering a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Placing a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Calling by Entering a Name or Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Calling from the Recent Calls List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Calling from the Contacts or Speed Dial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Ending a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Types of Calls You Can Make . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Placing Audio-only Calls and Adding Audio-only Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Placing an Audio-only Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Adding an Audio-only Call to a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Adding a Video Call to an Audio-only Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Ending an Audio-only Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Selecting and Adjusting a Camera or Other Video Source . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Setting and Using Camera Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Switching Between Full-Screen Video and the Home Screen . . . . . . . . . . . . . . . . . . . . . . 11
Enabling Dual Monitor Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Showing, Moving, and Turning Off the PIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Specifying When to Display the PIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Enabling Automatic Camera Tracking (PowerCam Plus Only) . . . . . . . . . . . . . . . . . . . . 14
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Muting the Speakers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Showing Content from a Computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Showing Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Showing Content with a Visual Concert VSX or ImageShare II . . . . . . . . . . . . . . . . . . . . 18
Showing Content from a Document Camera, VCR, or DVD Player . . . . . . . . . . . . . . . . . 19
Searching the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Adding, Editing, and Deleting Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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Getting Started Guide for the VSX Series
Categorizing Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Refreshing Global Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
About Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Supplying a Password for Bridge Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About Multipoint Viewing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using Chair Control for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Answering Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Muting Automatically Answered Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Scheduling Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using Lotus Sametime or Lotus Notes in Audio and Video Calls . . . . . . . . . . . . . . . . . . . . . . 31
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Allowing the Far Site to Control Your Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Displaying the Far Site’s Name When the Call Connects . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Hearing Audio Confirmation When You Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Setting Camera Brightness (VSX 3000 Only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Changing the System Color Scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using Avaya Network Features with Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Streaming a Conference to the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Starting a Stream . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Viewing a Stream . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using the SoundStation VTX 1000 Conference Phone in Video Calls . . . . . . . . . . . . . . . . . . . 36
Placing a Video Call with the SoundStation VTX 1000 Conference Phone . . . . . . . . . . . 37
Adding Sites to a Video Call Using the SoundStation VTX 1000 Conference Phone . . . 37
Muting the Audio in a Call that Includes a SoundStation VTX Conference Phone . . . . 38
Adding Video to a SoundStation VTX 1000 Conference Phone Audio-only Call . . . . . . 38
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Ending a Call with Audio-only Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Using Your VSX 3000 System as a Computer Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Video Conferencing Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Tips for Great Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Tips for Great Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Tips for Great Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
VSX Set-Top and Component Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Tips for Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
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Getting Started Guide for the VSX Series
Version 9.0.6
This guide includes overview information that you may find helpful when
you’re just starting to learn about video conferencing or when you have
experience, but you need a quick refresher.
Polycom® systems can be customized to show only those options used in your
organization. Therefore, there may be options covered in this guide that you cannot
access on your system. To find out more about these options, please talk to the
administrator of your Polycom system.
This guide covers instructions for the following models:
VSX™ set-top systems VSX component systems VSX 3000 executive desktop systems
Using the Remote Control
You use the remote control to place calls, adjust the volume, navigate screens,
and select options.
If you need to enter text, you can press number buttons using the text-entry
method commonly used with cell phones. For example, to enter “b”, press the
number 2 button twice. Alternatively, you can press Keyboard and use
the onscreen keyboard to enter text.
© Polycom, Inc. 1
Getting Started Guide for the VSX Series
VSX Series Remote Control
Place or answer a call
End a call
Mute the sound you hear from the
speakers
Adjust the camera; navigate
through menus
Return to the Place a Call (home)
screen
Increase or decrease the sound you
hear from the far site(s)
Zoom the camera in or out Select a near-site camera or
Turn automatic camera tracking on or off Show, move, or hide the
Mute the sound you’re sending to the
far site(s)
Select a camera or other video source Enter a dot in an address
Display the onscreen keyboard
so you can enter text
Start and stop sending content to far sites Enter letters or numbers; move the
Open the Directory so you can make a
call or work with an entry
Confirm your current selection;
perform functions on highlighted items
Return to the previous screen
Select a far-site camera or
video source
video source
Picture-in-Picture (PIP)
Store camera positions (when
followed by a number); delete all
stored camera positions
Delete letters or numbers
camera to a stored position
Access the online help; see current
system status while in a call
2 © Polycom, Inc.
Calling and Answering
Answering a Video Call
The Polycom system can answer incoming calls in one of these ways:
• The system prompts you to answer the calls manually.
• The system answers incoming calls automatically.
When a call comes in, you hear a ringing sound, and you may see a message
that includes the number of the person calling. If the person is listed in the
directory, you’ll also see the person’s name.
To answer the call manually:
Press Call on the remote control.
If your system is set up to automatically answer calls, the call connects
automatically.
Getting Started Guide for the VSX Series
Placing a Video Call
You can use your system to place a video call in any of these ways:
• Entering a name or number
• Choosing a site from:
— The Recent Calls list
— The Contacts or Speed Dial list
— The directory
Calling by Entering a Name or Number
To place a call by entering a name or number:
1. In the dialing field, enter the dialing information. Depending on the
capabilities of your system and the system you are calling, the dialing
information will look like one of these samples:
— 10.11.12.13 (IP address—include the dots)
— 2555 (E.164 extension)
— AscotRoom (H.323 name)
© Polycom, Inc. 3
— stereo.polycom.com (DNS name)
— 19782922854 (ISDN number)
Getting Started Guide for the VSX Series
2. Enter any additional information needed for the call. The available
3. Press Call on the remote control to place the call.
Calling from the Recent Calls List
settings depend on the type of call and your system’s configuration. Not
all calls require these settings:
— Call Quality – Specify the call rate (network speed) or call type for this
call. For most calls, choose Auto to let the system determine the best
quality for the call.
— 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.
Call progress indicators appear on the screen to show that the call is in
progress. When the indicators turn green, the call is connected.
You may be able to 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 Place a Call screen.
2. Scroll to the entry you want to call.
3. Press Call to place the call.
To see more details about a call listed on the Recent Calls screen, highlight the call
and press Help on the remote control.
You can sort the list by pressing the remote keys 1-9. Press Help and select
Help to view sorting options.
4 © Polycom, Inc.
Getting Started Guide for the VSX Series
Calling from the Contacts or Speed Dial List
You may be able to access calling information for specific sites using the Speed
Dial or Contacts list on the home screen.
To place a call using the Speed Dial or Contacts list:
1. Select Speed Dial or Contacts from the home screen, if necessary.
2. Scroll to the entry you want to call.
3. Press Call to place the call.
Calling from the Directory
The directory is a list of sites stored locally on the Polycom system. If the
system is registered with a global directory, the directory also includes entries
from the global directory.
To place a call from the directory:
1. Press Directory on the remote control.
Ending a Video Call
2. Find the entry to call.
3. Press
Depending on your system configuration, when you make a call using an entry with
both ISDN and IP dialing information, the system may prompt you to choose which
way to place the call.
Call to place the call.
To hang up from a call:
1. Press Hang Up on the remote control.
2. If prompted, confirm that you want to disconnect from the far site(s).
If you don’t confirm that you want to hang up, the system disconnects the call
automatically after 60 seconds.
When hanging up, the system may prompt you to save the dialed number to the
local directory.
© Polycom, Inc. 5
Getting Started Guide for the VSX Series
Types of Calls You Can Make
Depending on your system configuration, you may be able to make calls using
ISDN, IP, or V.35.
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 Access code of the near-site gateway,
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 will need to enter into the
dialing field. For example, some networks use ## to separate the extension from
the IP address.
When you include the extension, you will be given the option of saving both the
number and the extension in the directory when the call ends. If you enter the
extension after the gateway connects, then you can save only the gateway number
when the call ends.
Alias, 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.
the selected speed code, and the ISDN
number of the far site.
Placing Audio-only Calls and Adding Audio-only Sites
You may be able to use your Polycom system to place an aud io-only call or add
an audio-only call to a video conference.
Other audio options are available if your conference room has a Polycom system
integrated with a SoundStation VTX 1000® conference phone.
For more information about using the SoundStation VTX 1000 conference phone,
see Using the SoundStation VTX 1000 Conference Phone in Video Calls on page
36.
6 © Polycom, Inc.
Getting Started Guide for the VSX Series
Placing an Audio-only Call
You can place an audio-only call from Polycom systems that have Analog
Phone or Voice Over ISDN enabled.
To place an audio-only call from your system:
1. On the Place a Call screen, enter the number you want to call. To delete a
digit, press Delete on the remote control.
2. Select Call Type and press on the remote control.
3. Select Phone or Analog Phone.
4. Press Call to place the call.
Adding an Audio-only Call to a Video Call
You can add an audio-only call from Polycom systems that have Analog
Phone or Voice Over ISDN enabled.
To add an audio-only call after your video call connects:
1. Press Call on the remote control.
2. Select Add Call.
3. Use the number buttons on the remote control to enter the telephone
number of the audio participant that you want to add to your video
conference.
4. Specify the Call Type, if applicable.
The available settings depend on your system’s configuration. Not all calls require
setting the call type.
5. Press Call on the remote control.
Adding a Video Call to an Audio-only Call
If you are already in an audio-only call, you can add a video call to your call.
To add a video call after your audio-only call connects:
1. On the Place a Call screen, enter the number you want to call.
2. Press Call to place the call.
© Polycom, Inc. 7
Getting Started Guide for the VSX Series
Ending an Audio-only Call
To hang up from an audio-only call:
1. Press Hang Up on the remote control.
2. Select the audio-only site from the Hang Up screen to hang up the call.
If the person on the telephone hangs up first, you need to disconnect the call from
the Polycom system, just as you would hang up a telephone receiver in a regular
phone call.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the remote control to select the main camera or any other near-site
or far-site video sources, such as document cameras, computers, VCRs, or
DVD players. You can also use the remote control to adjust the main camera
on Polycom systems. If you have a VSX 3000 system, you must pan, tilt, and
focus the main camera manually. You may be able to adjust other auxiliary
cameras or far-site cameras that support pan, tilt, and zoom movement.
You can adjust the far-site camera only if it is configured to allow you to control it.
To select a near-site or far-site camera or other video source:
1. If you are in a call, press Near or Far to select either near-site or
far-site control.
This onscreen icon indicates that you can control a
near-site camera or video source.
This onscreen icon indicates that you can control a
far-site camera or video source.
2. Press Camera on the remote control. Then select the camera or other
video source you want to use.
8 © Polycom, Inc.
Getting Started Guide for the VSX Series
To adjust a camera using the remote control:
1. Press Near or Far to select either near-site or far-site 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 Up, Down, Left, and Right arrow
buttons on the remote control to move the camera up, down, left, or right.
3. Press Zoom to zoom out or in.
To open or close the privacy shutter on the VSX 3000 system:
Move the slider to the right to close the 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 far site cannot see you.
To adjust the camera focus on the VSX 3000 system:
Focus the camera by turning the focus wheel:
© Polycom, Inc. 9
Getting Started Guide for the VSX Series
Setting and Using Camera Presets
Camera presets are stored camera positions that you can create ahead of time
or during a call.
Presets allow you to:
• Automatically point a camera at pre-defined locations in a room.
• Select a video source such as a VCR or DVD player, a document camera,
or an auxiliary camera.
If your system’s camera supports electronic pan, tilt, and zoom movement,
you can create up to 100 preset camera positions (0-99) for the near site. Each
preset stores the camera number, its zoom level, and the direction it points (if
appropriate). Near-site presets are available for VSX set-top and component
systems. They 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 may also be able to use presets that were created at the far site to control
the far-site camera.
To move the camera to a preset:
1. If a call is connected, press Near or Far, then choose a near-site
or far-site camera.
2. Press a number on the remote control.
To view your near-site presets (VSX set-top and component systems):
Press Preset on the remote control.
Icons for presets 0-9 are shown on the screen. The colored icons indicate
stored camera positions, and the gray icons indicate available presets.
To store a preset:
1. If you are in a call, press Near or Far, then choose a near-site or
far-site camera or other video source.
2. If you selected a camera that supports electronic pan, tilt, and zoom, you
can adjust the camera’s position:
— Press the arrow buttons on the remote control to move the camera up,
down, to the left, or to the right.
— Press Zoom to zoom the camera out or in.
3. Press Preset on the remote control.
10 © Polycom, Inc.
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