Polycom HDX Room Systems, HDX 9000 Series, HDX 8000 Series, HDX 7000 Series, HDX 6000 Series User Manual
User’s Guide for Polycom®
HDX™ Room Systems
Version 2.6 | April 2010 | 3725-23978-007/A
Trademark Information
Polycom®, the Polycom “Triangles” logo, 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 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.
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We are constantly working to improve the quality of our documentation, and we would appreciate your feedback.
Please send email to videodocumentation@polycom.com.
© 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.
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Contents
Using the Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Answering a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Calling by Entering a Name or Number . . . . . . . . . . . . . . . . . . . . . . 4
Calling from the Recent Calls List . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling from the Favorites Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling a Speed Dial Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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
Setting and Using Camera Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Switching Between Full-Screen Video and the Home Screen . . . . . . . 13
Enabling Dual Monitor Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Showing, Moving, and Turning Off the PIP . . . . . . . . . . . . . . . . . . . . . . 15
Specifying When to Display the PIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Showing Content with People+Content™ IP . . . . . . . . . . . . . . . . . . . . . 18
Showing Content from a Computer Connected Directly to
the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Polycom HDX 9006 system, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series . . . . . . . . . . . . . . 19
Polycom HDX 9004, Polycom HDX 9002,
and Polycom HDX 9001 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Showing Content from a Document Camera, VCR, or DVD Player . . 21
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User’s Guide for Polycom HDX Room Systems
Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 22
Controlling Recording Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Working with Directory Entries and Favorites . . . . . . . . . . . . . . . . . . . . . . . 23
Searching the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Adding, Editing, and Deleting Local Directory Entries
and Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Directory Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Refreshing Entries from the Polycom Global Directory Server . . . . . . 28
Contacts with Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Supplying a Password for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . 31
About Multipoint Viewing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Using Chair Control for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . 33
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Answering Video Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Muting Automatically Answered Video Calls . . . . . . . . . . . . . . . . . . . . 35
Logging In and Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using a Polycom SoundStation® IP 7000 Conference Phone
with a Polycom HDX System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using Polycom Conferencing for Microsoft Outlook . . . . . . . . . . . . . . . . . . 38
Using Microsoft Office Communications Server Features
with Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Managing Contacts Using Office Communicator . . . . . . . . . . . . . . . . . 39
Viewing Microsoft Office Communications Server Presence States . . 40
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using Avaya Network Features with Video Calls . . . . . . . . . . . . . . . . . . . . 41
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Allowing the Far Site to Control Your Camera . . . . . . . . . . . . . . . . . . . 42
Displaying the Far Site’s Name When the Call Connects . . . . . . . . . . . 43
Hearing Audio Confirmation When You Dial . . . . . . . . . . . . . . . . . . . . 43
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
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User’s Guide for Polycom HDX™ Room Systems
Ver sio n 2. 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® HDX™ 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 HDX system.
This guide covers instructions for the following models:
Polycom HDX™ 8000 Series, Polycom
HDX™ 7000 Series, and Polycom
Polycom HDX™ 9000 Series
HDX™ 6000 Series
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User’s Guide for Polycom HDX Room Systems
Select a far-site camera or video
source
Access onscreen help; see system
status in a call
Increase or decrease the sound you
hear from the far sites
Select a near-site camera or video
source
Display menu of optional features
Enter letters or numbers; move the camera
to a stored preset position
Press once for a dot, twice for a
colon, three times for an asterisk
Control a programmed recording device or
Polycom RSS™ server
Store camera presets (when
followed by a number); delete all
camera presets
Return to the previous screen
Cycle through display layouts
Place or answer a call
Display the onscreen keyboard to
enter text
Select a camera or other video source
Press to power the system on; hold to power
off
Start and stop sending content to far sites
Zoom the camera in or out
Mute the microphone audio you’re sending to
the far sites
Delete letters or numbers
End a call
View or manage directory entries
Confirm your current selection; perform
functions on highlighted items
View button presses and various menus
Return to the Home screen
Navigate through menus
Using the Remote Control
You use the remote control to place calls, adjust the volume, navigate screens,
and select options.
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User’s Guide for Polycom HDX Room Systems
Powering the System On and Off
Caution. In order to avoid corrupting the file system, always power off a Polycom
HDX system using the power button on the system or the remote control. 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.
To power on the Polycom HDX system, do one of the following:
• Press the power button on the remote control.
• Press the power switch on the front of the system.
The Polycom splash screen is displayed within about 10 seconds.
To power off the Polycom HDX system, do one of the following:
• Press and hold the power button on the remote control for 2 seconds.
• 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.
Calling and Answering
Answering a Video 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.
To answer the call manually:
>> Press Call or select Yes using the remote control.
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User’s Guide for Polycom HDX Room Systems
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
— Speed Dial
— 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 select Place a Call, or start entering numbers with
the remote control to go to the Place a Call screen if it is enabled on your
system.
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 (IP address—include the dots)
— 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, press Keyboard on the remote control.
To delete a number, press Delete on the remote control.
3 Enter any additional information needed for the call. The available
settings depend on the type of call and your system’s configuration. Not
all calls require these settings:
— Call Quality – Specify the call rate or call type for this call. For most
calls, choose Auto to let the system determine the best quality for the
call. For audio-only calls, you may need to set this to Phone.
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— Second ISDN number – Use two numbers only when the person you
are calling instructs you to do so.
User’s Guide for Polycom HDX Room Systems
—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.
4 Press Call on the remote control to place the call.
Call progress indicators appear on the screen 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
If your system administrator has allowed access to Recent Calls, you can
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 Home screen.
2 Scroll to the entry you want to call and press Call, or press the
reference number that appears next to the entry to place the call.
You can filter the list by placed or received calls by selecting Options > Sort
Options.
To see more details about a call listed on the Recent Calls screen, highlight the call
and press Info on the remote control.
Calling from the Favorites Screen
You may be able to see a list of Contacts on the Favorites screen.
To place a call from the Favorites screen:
1 Select Favorites from the Home screen.
2 Highlight the contact you want to call and press Call, or press the
reference number that appears next to the contact to place the call.
For more information about the Favorites screen, refer to Working with
Directory Entries and Favorites on page 23.
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User’s Guide for Polycom HDX Room Systems
Calling a Speed Dial Entry
Your system administrator may have configured Speed Dial buttons on the
Home screen.
To place a call to a Speed Dial entry:
1 Highlight the speed dial entry you want to call on the Home screen.
2 Press Call to place the call.
Contact your administrator for information about speed dial entries.
Calling from the Directory
The directory can include a list of sites stored locally on the Polycom HDX
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.
2 Open a specific group folder to find the entry you want to call.
3 Highlight the entry to call.
4 Press Call to place the call.
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.
For more information about using the directory, refer to Working with
Directory Entries and Favorites on page 23.
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User’s Guide for Polycom HDX Room Systems
Calling from the Calendar
If your system is configured to connect to the Microsoft Exchange Server 2007,
and the Polycom Conferencing Add-In for Microsoft Outlook is installed at
your site, you can join a scheduled meeting from the Calendar screen.
To join a scheduled meeting from the Calendar screen:
1 Go to the Calendar screen.
— Select Calendar on the Home screen.
— Select System > Utilities > Calendar from the Home screen.
— Press the Option button on the remote control and select Calendar.
2 Find a meeting scheduled with the Polycom Conferencing Add-In for
Microsoft Outlook, which is indicated with on the Calendar screen.
3 Select Join Now to call into the meeting.
For more information about the Microsoft Exchange Server 2007 and the
Polycom Conferencing Add-In for Microsoft Outlook, refer to Using Polycom
Conferencing for Microsoft Outlook on page 38.
Ending a 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).
In video calls, if you don’t confirm that you want to hang up, the system disconnects
the call automatically after 60 seconds.
In audio-only calls, if the person on the telephone hangs up first, you need to
disconnect the Polycom HDX system from call, just as you would hang up a
telephone receiver in a regular phone call.
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User’s Guide for Polycom HDX Room Systems
Types of Video Calls You Can Make
Depending on your system configuration, you may 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 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, you can save only the gateway number
when the call ends.
• To place a call within your PBX system, enter the internal extension instead of
the full number.
• 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 Room Systems
Participating in an Encrypted Call
If encryption is enabled on the system, a padlock icon appears on the monitor
to indicate whether a call is encrypted or unencrypted.
• 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: if all connections in the call are
encrypted, 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. To avoid security risks,
Polycom recommends that all participants communicate the state of their
padlock icon verbally at the beginning of a call.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the remote 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 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 on the remote
control to select either near-site or far-site control.
This onscreen icon indicates that you have selected
a near-site camera or video source.
This onscreen icon indicates that you have selected
a far-site camera or video source.
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User’s Guide for Polycom HDX Room Systems
2 Press Camera on the remote control. Then select the camera or other
video source you want to use.
To adjust a Polycom EagleEye™ HD or Polycom EagleEye™ 1080 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 arrow buttons on the remote control to move the camera up,
down, left, or right.
3 Press Zoom on the remote control to zoom out or in.
To adjust a Polycom EagleEye View camera:
>> Manually swivel the camera right, left, up, or down to frame the view.
>> Turn the focus wheel to adjust the focus.
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User’s Guide for Polycom HDX Room Systems
>> Press Near then press Zoom on the remote control to zoom
out or in.
If you zoom in, you can pan or tilt the camera electronically by pressing
the arrow buttons on the remote control.
To open or close the privacy shutter on the Polycom EagleEye View camera:
>> 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.
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 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. Presets
remain in effect until you delete or change them.
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