Polycom HDX Series User Manual
User’s Guide for Polycom® HDX®
Systems and the Polycom Touch
Control
HDX Version 3.0.2 | June 2011 | 3725-61794-003/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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Please send email to videodocumentation@polycom.com.
© 2011 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 Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Call Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Types of Video Calls You Can Make . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Changing the Layout during a Video Call . . . . . . . . . . . . . . . . . . . . . . . 12
Adjusting Touch Control Brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting Touch Control Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
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 system, Polycom HDX 8000 series,
Polycom HDX 7000 series, and Polycom HDX 6000 series . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Showing Content from a USB Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Showing Content from a Document Camera, VCR,
or DVD Player . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 21
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Passwords for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Multipoint Viewing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using Chair Control for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . 25
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Answering Video Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Muting Automatically Answered Video Calls . . . . . . . . . . . . . . . . . . . . 27
Viewing Presence States for Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using Microsoft Office Communications Server or Microsoft
Lync Server 2010 Features with Video Calls . . . . . . . . . . . . . . . . . . . . . 28
Managing Contacts Using Office Communicator or
Microsoft Lync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Viewing Microsoft Office Communications Server or
Microsoft Lync Server 2010 Presence States . . . . . . . . . . . . . . . . . . 30
Multipoint Calls Using Centralized Conferencing Control Protocol
(CCCP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Muting in a CCCP Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Allowing the Far Site to Control Your Camera . . . . . . . . . . . . . . . . . . . 31
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Allow Room or Call Monitoring with the Polycom HDX Web
Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using the Virtual Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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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 3.0.2 of the Polycom HDX System
software, version 1.2.0 of the Polycom Touch Control Operating System
software, and version 1.2.0 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.
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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 device to
control a Polycom HDX system.
Using the 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.
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.
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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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 device, 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.
Calling and Answering
Answering a Call
Placing 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.
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.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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 (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, 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.
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.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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 On a computer, open Internet Explorer 6.x or later.
2 In the browser address line, enter the HDX system’s IP address, for
example,
web interface.
3 Select Place a Call > Directory.
4 Select +Favorites in the directory list.
http://10.11.12.13
, to go to the video conferencing system’s
5 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.
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.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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 Add-In for Microsoft Outlook 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.
Call Screen
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.
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.
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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
• 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 the telephone hangs up first, you need to
disconnect the Polycom HDX system from the 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 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.
If you use the Polycom HDX 4000 series display as your computer monitor, Polycom
recommends that you set up the system so that calls must be answered manually.
This ensures that callers do not unexpectedly see or hear you at your desk.
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