User’s Guide for Polycom® HDX®
Systems and the Polycom Touch
Control
HDX Version 3.0.2 | June 2011 | 3725-61794-003/A
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Polycom
®
, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are
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applications held by Polycom, Inc.
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© 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.
ii
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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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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 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 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.
To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye 1080,
Polycom EagleEye III, or Polycom EagleEye Director camera using the touch
control:
1 Select either a near-site or far-site video source to 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.
If you are using an EagleEye Director camera and camera tracking is on, you must
turn camera tracking off before adjusting the camera.
2 Touch Control Camera.
3 Touch the arrow buttons on the touch control to move the camera up,
down, left, or right.
4 Touch and to zoom out or in.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
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.
>> Select the camera, and then touch and to zoom out or in.
If you zoom in, you can pan or tilt the camera electronically by pressing
the arrow buttons.
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.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Starting and Stopping Camera Tracking with EagleEye Director
If EagleEye Director tracking is enabled, the tracking camera follows the
person or people who are speaking. You can start and stop EagleEye Director
camera tracking.
To start camera tracking:
1 Touch Cameras on the Home screen or Call screen.
2 If the EagleEye Director is not currently selected, take the following steps:
a Touch Select Cameras and select the EagleEye Director camera.
b Touch Control Camera.
3 Select Start Camera Tracking.
To stop camera tracking:
>> Touch Cameras on the Home screen or Call screen and select Stop Camera
Tracking.
Camera tracking can also start or stop based on the following actions:
• Camera tracking starts automatically when you make a call.
• Camera tracking stops once you hang up a call.
• Camera tracking temporarily stops when you mute the HDX system. It
resumes when you unmute the HDX system.
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 10 preset camera positions for the near site camera. Each preset
stores the camera number, its zoom level, and the direction it points. These
presets remain in effect until you delete or change them.
If far-site camera control is allowed, you can create 10 presets for the far-site
camera. These presets are saved only for the duration of the call. You might
also be able to use presets that were created at the far site to control the far-site
camera.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To view presets or move the camera to a stored preset:
1 From the Home screen or call screen, touch Camera.
2 If you are in a call, touch Near or Far to select either near-site or far-site
control.
3 Touch View Presets.
Icons for presets 0-9 are shown on the screen. Solid preset icons indicate
stored camera positions. Transparent icons indicate unassigned presets.
4 Touch a number to go to a saved preset.
To store a preset:
1 From the Home screen or call screen, touch Camera.
2 If you are in a call, touch Near or Far to choose a near-site or far-site
camera.
3 Touch Select Camera to choose a camera or other video source.
4 Touch Control Camera to move the camera to the desired position.
5 Touch View Presets, then touch and hold a number for 5 seconds to store
the preset position. Any existing preset stored at the number you select is
replaced.
You cannot delete a preset. Instead, overwrite an existing preset with the new
camera position.
Changing the Layout during a Video Call
When the call connects, you can change the video layout displayed at your site.
>> From the call screen, touch Layout. If the call screen has no Layout tab, you
cannot change the video layout at your site.
— Touch Inside to change the location of the PIP.
— Touch Outside and then select Touch to Change Layout in the middle
of the screen to cycle through different Dual Monitor Emulation
layouts on the HDX system monitor.
— Touch Swap Picture to swap the near and far video.
— If the call is hosted by a Polycom RMX® system, a Multiple Site
Layouts tab might appear, which you can touch to select various
multipoint views for different numbers of sites. Touch the My Picture
tab to return to the Inside, Outside, and Swap Picture PIP choices.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Adjusting Touch Control Brightness
You can adjust the brightness of the Polycom Touch Control screen.
To adjust the touch control display brightness:
1 From the Home screen touch User Settings.
2 Select Touch Control tab if it is visible.
3 Use the slider under Display to adjust the display’s brightness.
Controlling What You Hear
Adjusting Volume
You can raise or lower the volume of the meeting. Changing the volume affects
only the sound you hear at your site.
To adjust the volume:
1 From the Home screen touch Audio.
2 Use the Volume slider to increase or decrease the call volume. When you
Muting the Microphone
You can mute the microphone if you do not want the far site to hear you.
To mute or unmute the microphone:
>> From the Home screen touch Audio. On the audio screen you can
If a Polycom microphone is connected to your system, you can also mute the
call by pressing on the microphone.
are in a call, volume control is available on the call screen and in the top
right corner of other screens.
touch Mute to control your microphones. When you are in a call,
mute controls are available on the call screen and in the top right corner of
other screens.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Points to note about muting the microphone :
• Muting the microphone mutes audio coming from auxiliary audio inputs on
Polycom HDX 7000 series, Polycom HDX 8000 series, and Polycom HDX 9000
series.
• Muting the microphone does not mute audio coming from any device connected
to the VCR or content audio inputs.
• The red mute indicator on the front of the Polycom EagleEye View camera is lit
whenever the camera’s built-in microphones are muted.
• The microphone might automatically mute when the system automatically
answers an incoming call.
Adjusting Touch Control Volume
You can adjust the volume levels of the Polycom Touch Control ring tone and
user alert tones.
To adjust the touch control volume:
1 From the Home screen touch User Settings.
2 Select Touch Control tab if it is visible.
3 Use the Volume slider to adjust the Polycom Touch Control volume.
Enjoying Stereo Audio in Video Calls
If your video conferencing room is configured to use stereo sound, the left and
right microphone inputs are configured during system setup. It is important
that you do not move the microphones as this might detract from the stereo
audio experience.
Stereo audio is only available in video calls of 256 kbps or higher.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Showing Content
You might be able to show the following to the far sites:
• Any information stored on a computer
• Some types of information stored on a USB drive
• A paper document or object placed on a document camera
• A videotape or DVD
You can show one type of content and one people video source at a time, and
you can switch to a different type of content or people video source if you need
to. Participants at other sites can also show content or people video sources.
Depending on how your system is configured, you might be able to show
content that is stored on a computer or a USB drive. When you show content,
the far site can see you and what you see on the computer screen.
When you are sending content, a message appears on your main monitor.
Depending on the configuration of your system, you might also see the content
on your monitor or projector.
Showing Content from a Computer Connected Directly to the
Polycom Touch Control
People+Content IP allows you to send content from a computer that is
connected directly to the Touch Control.
To start showing content from a computer connected directly to the Touch Control:
1 Using the USB content cable, connect the computer directly to the
underside of the Touch Control.
If autorun is enabled on the computer, you are prompted to run
People+Content IP. If autorun is disabled on your computer,
People+Content IP shows up as an external drive, and you must navigate
to My Computer to launch it manually.
2 Launch People+Content IP.
3 Open the content you want to show, and click in People+Content IP.
4 Click in People+Content IP to stop showing content.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Showing Content with People+Content™ IP
People+Content™ IP allows you to send content from a computer that is not
connected directly to the Polycom HDX system or Polycom Touch Control.
Points to note about People+Content IP:
• People+Content IP provides video-only content. No audio is shared.
• People+Content IP supports any computer desktop resolution with color set to
16-bit or higher.
• Your computer resolution can be set to anything, but People+Content IP scales
the image to 1024x768 or 1280x720.
• The People+Content IP application must be installed on a computer.
To install People+Content IP on a computer:
1 On a computer with a Microsoft® Windows XP, Windows Vista, or
Windows 7 operating system, open a web browser and go to
www.polycom.com/ppcip.
2 Download and install the People+Content IP software.
To start showing content:
1 On the computer, start the Polycom People+Content IP application.
2 Enter the IP address or host name of the Polycom HDX system and the
meeting password, if one is set. To view the IP address of the HDX
system, touch System from the Home screen and then touch
next to HDX System.
3 On the computer click Connect.
4 Open the content you want to show, and click in People+Content IP.
To stop showing content:
1 If the People+Content IP toolbar is minimized, maximize it by clicking
the icon in the task bar.
2 Click in People+Content IP.
To keep the call secure, content might be automatically stopped when a participant
joins the call.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Showing Content from a Computer Connected Directly to
the HDX System
Before you show content, check that the computer video is configured to use
one of these supported resolutions and refresh rates.
Polycom HDX 9006 system, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series
Resolution Refresh rates (Hz)
640 x 480 60, 72, 75, 85
800 x 600 60, 72, 75
1024 x 768 60, 70, 75
1280 x 720 50, 60
1280 x 960 60
1280 x 1024 60, 75
1680 x 1050 60
1920 x 1080 60
Polycom HDX 9004, Polycom HDX 9002,
and Polycom HDX 9001
Resolution Refresh rates (Hz)
640 x 480 60, 72, 75
800 x 600 60, 72, 75
1024 x 768 60, 70, 75
1280 x 720 50, 60
1280 x 1024 60
To set the resolution and refresh rate, right-click your computer desktop and select
Properties > Settings.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To start showing content:
1 Make sure the computer is powered on and connected to the Polycom
HDX system.
Polycom HDX 9004: You can connect a computer to video input 4 or 5.
When you connect to video input 4, you can also connect to audio input 4
to share sound from your computer.
Polycom HDX 9002, Polycom HDX 9001: You can connect a computer to
video input 4.
Polycom HDX 9006 or Polycom HDX 8000 series: You can connect a
computer to video input 4. You can also connect to audio input 4 to share
sound from your computer.
Polycom HDX 7000 series: You can connect a computer to video input 3.
You can also connect to audio input 3 to share sound from your computer.
Polycom HDX 6000 series: You can connect a computer to video input 2.
You can also connect to the audio input to share sound from your
computer.
2 From the Home screen or call screen, touch Show Content.
3 Touch the computer input.
Audio from the content input is muted unless the content input is selected
as a video source.
To stop showing content:
>> From the Content screen, touch the computer source to stop showing it.
Showing Content from a USB Drive
A Polycom Touch Control can show content stored on a USB drive. You can
annotate the file while showing it to the far sites.
To show content from a USB drive using a Polycom Touch Control:
1 Connect the USB drive to the USB connector on the right side of the
Polycom Touch Control.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
2 From the Home screen or call screen, touch Show Content.
3 To view the files stored on a USB drive, touch the USB drive button.
If another participant has People+Content IP connected to the HDX
system to show content, that content must be stopped before the Polycom
Touch Control can show content from a USB drive.
4 Navigate to the file that you want to show.
The Polycom Touch Control can open slideshows (.ppt and .pptx),
documents (.pdf), and images (.bmp, .gif, .jpg, .png).
— To browse by Name, File Type, or Date Modified, do the following:
» Touch the tabs at the bottom of the screen.
» Touch a tab again to reverse the sort order.
» Touch a folder to open it.
» Press to go back one level.
— To filter by All Files, Recentl y Viewed File s, or type of file such as Slide
Presentations, Documents, or Images, press .
— To search for a file, touch the search field at the top of the screen.
Touch a folder to open it.
5 To view a file, touch it.
6 To show the file to other call participants, touch Show Content.
While viewing a file, you can do the following on the Touch Control
screen:
— To zoom in or out, touch and . To reset the content to its
original size, touch .
You can also zoom in and out by sliding two fingers together or apart
on the screen. Touch and drag the image to move it around the screen
and view different areas.
— To go back and forth within the pages while showing a file, touch the
arrows on the bottom left and right of the Touch Control screen. To
view thumbnails, press , and then touch any thumbnail to jump to
that page.
7 To stop showing the content of a file, touch Stop Content.
8 To eject the USB drive before disconnecting it, touch the button.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To annotate the content:
1 While you are showing content from a USB drive, touch to access
the annotation toolbar.
— Touch to draw red lines on the content.
— Touch to add yellow highlighting to areas of the content.
— Touch to white-out areas of the content.
2 After you select a tool, touch and drag your finger across the screen to
use it. If you are in a call and showing the content, the far sites see your
annotations.
3 To clear the annotations, touch . The annotations are automatically
cleared when you go to another page or touch Stop Content.
Showing Content from a Document Camera, VCR, or DVD Player
Depending on how your system is configured, you might be able to show
different types of information to other sites in a call, such as through a
document camera, VCR, or DVD player.
Before the call begins:
• Make sure the document camera, VCR, or DVD player is connected and
powered on. Refer to the setup sheet that came with your system.
• Position your document or object in the document camera or insert the
videotape or DVD.
To start showing a document, object, videotape, or DVD in a call:
1 From the Home screen or call screen, touch Show Content.
2 Touch a content source.
The icon for the video source moves up slightly on the screen, and the
content is shown to the call participants.
To stop showing a document, object, videotape, or DVD in a call:
>> From the Content screen touch the content source to stop showing it.
The icon for the video source moves down on the screen, and the content
is no longer shown to the call participants.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Showing Content with Polycom People on Content™
The Polycom People on Content™ option allows you to show yourself on top
of content that you are sharing. The effect is similar to a weather newscast on
television.
Contact your administrator for information about enabling or configuring
People on Content.
Follow these guidelines when you are presenting content with People on
Content:
• Wear solid neutral-colored clothes.
• Avoid wearing black, white, or the color of your background.
• Make sure that the room is well lit.
• Stand about 3 feet in front of the background to avoid casting shadows
on it.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To show content with People on Content:
1 Make sure that the content you want to show is ready.
2 From the Home screen or call screen, touch Show Content.
3 Touch PeopleOnContent.
The icons for the foreground and background video sources move up
slightly on the screen. The camera moves to the preset location. Content is
displayed in place of the background.
The foreground and background video sources are configured by the
administrator. You can adjust the camera or choose a different foreground
video source after you start showing content with People on Content.
To stop showing content with People on Content:
>> From the Content screen touch PeopleOnContent to stop the content.
Including Multiple Sites in Calls
Your system might be configured to participate in multipoint calls. During a
multipoint call, multiple sites can see and hear each other. You can also share
content in a multipoint call, just as you can in a point-to-point call.
You can host multipoint calls using a video conferencing system with
multipoint capabilities, or you can use a bridge such as the Polycom
RMX 1000, Polycom RMX 2000, or Polycom MGC™.
Placing a Multipoint Call
How you place a multipoint call depends on whether you’re using a Polycom
HDX system with multipoint capabilities or a bridge such as the Polycom
RMX 1000, Polycom RMX 2000, or Polycom MGC. The number of sites
allowed in the call is determined by the capabilities of the system or bridge
hosting the call. The call can include any combination of IP H.323, SIP, ISDN,
V.35/Serial, and audio-only endpoints, although some ISDN systems might
not be configured to allow mixed IP and ISDN calls. For more information
about call types, refer to Types of Video Calls You Can Make on page 8.
To place a multipoint call by adding sites to a call:
1 Call the first site.
2 When the call connects, touch Add Call from the call screen.
22 Polycom, Inc.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control
3 Place a call to the next site. For more information, refer to Placing a Call
on page 3.
4 Repeat steps 2 and 3 until all sites are connected.
To place a multipoint call using a directory group:
1 From the Home screen touch Search the Directory.
2 Touch a group folder in the directory list.
Depending on how your system is configured, it attempts to call the group
using a pre-defined list of call types. Contact your system administrator
for more information.
To place a cascaded multipoint call:
1 Call a group from the directory, or place calls one at a time to several
other sites. For more information, refer to Placing a Call on page 3.
2 Ask each site to call additional sites.
Passwords for Multipoint Calls
You might be required to enter a meeting password to join a multipoint call.
And you can require that far sites enter a meeting password, to prevent
unauthorized participants from joining multipoint calls hosted by your HDX
system.
• If you need to generate touch tones (DTMF tones), touch Keypad from the call
screen. Then use the keypad number buttons.
• SIP calls do not support meeting passwords. SIP endpoints calling into a
multipoint call protected by a password might not be able to join the call.
To enter a meeting password:
• If a prompt appears on the screen, use the onscreen keyboard to enter the
password.
• If you hear an audio prompt, use the keypad to generate DTMF tones.
To configure a meeting password:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 In the Meeting Password field under Meetings, enter the password.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Multipoint Viewing Modes
What you see during a multipoint call can vary depending on how the
Polycom HDX system is configured, the number of sites participating, the
number of monitors you are using, and whether content is shared. The
multipoint viewing mode configured on the host system is the one used in the
call. To find out more about these modes, please talk to the administrator of
your Polycom HDX system. The following table describes the different
multipoint viewing modes.
Setting Description
Video images from multiple sites can be automatically combined on one monitor in
a display known as continuous presence.
Auto The view switches between continuous presence and
full screen, depending on the interaction between the
sites.
If multiple sites are talking at the same time,
continuous presence is used. If one site speaks
uninterrupted for at least 15 seconds, that site appears
in full screen on the monitor.
Discussion Multiple sites are displayed in continuous presence.
The current speaker’s image is highlighted.
Presentation The speaker sees continuous presence while the other
sites see the speaker in full screen on the monitor.
Full Screen The site that is speaking is shown in full screen to all
other sites. The current speaker sees the previous
speaker.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Using Chair Control for Multipoint Calls
During some multipoint calls, you can use chair control to manage the video.
In this type of call, the chair controller can choose the site whose video is sent
to other sites in the conference. The chair controller can also disconnect a site
or end the conference. Any participant can choose to view a specific site,
request to be the broadcaster, or request to be chair controller.
Only one site at a time can be the chair controller. Before a site can become the
controller, the site with control must give up control.
The type of host for the multipoint call and the systems in the call determine
whether chair control is available.
Hosted by... Allows chair control if...
Video Conferencing
System
Bridge Allowed by the bridge
The call includes:
• Polycom HDX systems, ViewS t ation® EX, ViewS t ation
FX, VSX®, and VS4000™ systems connected by IP
H.323, ISDN H.320, or both
• Other systems connected by ISDN H.320 only
To use the chair control options when you are in a multipoint call:
1 On a computer, open Internet Explorer 6.x or later.
2 In the browser address line, enter the system’s IP address, for example,
http://10.11.12.13
, to go to the video conferencing system’s web
interface.
3 Click Place a Call.
4 Click Chair Control to go to the Chair Control screen.
The Chair Control option is only available when the system is in a multipoi nt call. It
is not available in cascaded multipoint calls.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
5 Select a site from the list, and then use the controls in the web interface to
perform one of these actions:
If you are... Y o u can do this... By selecting...
Chair controller Pass chair control to the selected sites. Release Chair
View the selected site’s video. This
remains in effect until you choose Stop
Viewing Site or you release chair
control.
Return to viewing the video selected by
the chair or by the host.
Send your site’s video to the other sites. Make Me the
Send the selected site’s video to the
other sites.
Remove the selected site from the
conference.
Disconnect all sites and end the call. End Conference
Participant Request control of the conference. Acquire Chair
View the selected site’s video. This does
not change what other sites see.
Return to viewing the video selected by
the chair or the host.
View Site
Stop Viewing Site
Broadcaster
Select
Broadcaster
Disconnect Site
View Site
Stop Viewing Site
Changing the Way Calls Are Answered
Temporarily R efus ing C alls
If your system administrator has allowed access to the Availability Control,
you can automatically refuse incoming calls if you do not wish to be disturbed.
Callers get a message that the call was rejected, and you receive no notification
about incoming calls. You can, however, make outgoing calls.
To temporarily refuse incoming calls:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 Touch Availability Control and select Do Not Disturb.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Answering Video Calls Automatically
If your system administrator has allowed access to user settings, you can
specify whether to answer video calls automatically or to have the system
announce incoming video calls and wait for you to answer manually.
Automatically answering calls is convenient, but it can create security issues. An
unexpected caller could interrupt a meeting in progress or look at equipment and
notes left in an empty room.
To automatically answer video calls:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 If you want to automatically answer incoming point-to-point video calls,
set Auto Answer Point-to-Point to Yes.
4 If you want to automatically answer incoming multipoint video calls, set
Auto Answer Multipoint Video to Yes.
Muting Automatically Answered Video Calls
If your system administrator has allowed access to user settings, you can
choose whether to mute the audio when automatically answered video calls
connect. This prevents callers from overhearing conversations or meetings.
After the call connects, you can touch Mute when you’re ready to unmute
the microphones.
Note that, if you enable this option during a call, the audio for the current
meeting is not affected.
To mute automatically answered video calls:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 Under Meetings, touch Mute Auto Answer Calls to enable the option.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Viewing Presence States for Favorites
The Polycom Touch Control device shows the following presence icons for
Favorites registered with a Presence Service.
Icon Presence Description
Do Not Disturb One of the contact’s devices is set to Do Not
Disturb.
In a Call At least one of the contact’s devices is in a call,
and none of the devices is set to Do Not Disturb.
Available At least one of the contact’s devices is available
for a call, and the contact’s other devices are
available, away, or offline.
Idle The contact’s devices are either idle or offline.
Offline All of the contact’s devices are offline.
Unknown Presence The presence state for all of the contact’s
devices is unknown.
If your system is registered to a Microsoft Office Communications Server
(OCS) or Microsoft
®
Lync™ Server 2010 directory server, refer to Viewing
Microsoft Office Communications Server or Microsoft Lync Server 2010
Presence States on page 30.
Using Microsoft Office Communications Server or Microsoft
Lync Server 2010 Features with Video Calls
Depending on how your system is configured, you might be able to search a
Microsoft Office Communications Server or Microsoft Lync Server 2010
directory, view a list of Microsoft OCS or Microsoft Lync contacts, see if the
contacts are online, and call them without knowing or remembering their
addresses.
Microsoft Office Communications Server and Microsoft Lync Server 2010 directory
searches only return an entry whose last name begins with your search string. First
names beginning with the search string are not returned in the results.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Managing Contacts Using Office Communicator or Microsoft Lync
Office Communicator and Microsoft Lync contacts appear on the Favorites
screen. To add or delete Office Communicator or Microsoft Lync contacts on
the Polycom HDX system, use the Office Communicator or Microsoft Lync
application.
To manage your contacts using Office Communicator or Microsoft Lync:
1 Log in to Office Communicator or Microsoft Lync with the same user
name and password specified in the SIP settings of your Polycom HDX
system.
2 From Office Communicator or Microsoft Lync you can:
— Add and remove contacts
— Add and remove groups
— Move contacts from group to group
Changes made to contacts and groups using Office Communicator or
Microsoft Lync appear on the Favorites screen. Polycom HDX systems support
up to 200 contacts and 64 groups from Office Communicator or Microsoft
Lync.
Polycom HDX systems do not support Office Communicator or Microsoft Lync
distribution list groups, which are created on the Microsoft Exchange Server and
are typically used for sending email to a group of people.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Viewing Microsoft Office Communications Server or Microsoft Lync Server
2010 Presence States
The Polycom Touch Control device shows the following presence icons for
Favorites registered with the Microsoft Office Communications Server or
Microsoft Lync Server 2010.
Icon Presence State Description
Do Not Disturb Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is set to Do Not Disturb.
In a Call Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is in one of the following states:
• In a call
• Accepting urgent interruptions
only
• Busy
• Inactive
• In a Conference
• In a Meeting
Available Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is available.
Offline Indicates the HDX system or Office
Communicator or Microsoft Lync user
is offline.
Presence Unknown Indicates that the presence state of the
HDX system or Office Communicator
or Microsoft Lync user is unknown.
Multipoint Calls Using Centralized Conferencing Control Protocol (CCCP)
If a Polycom HDX system is deployed in a Microsoft Lync Server 2010
environment and Centralized Conferencing Control Protocol (CCCP) is
enabled, you can place and participate in multipoint calls that are hosted by
Microsoft audio and video servers.
Contact your system administrator for more information about CCCP
multipoint calling.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
To add participants to a CCCP conference using the Polycom Touch Control:
1 From the Call screen, touch Add Participant.
2 Select Keypad and enter a number to call, or choose a site from one of the
following locations:
— Recent Calls list
— Favorites screen
—Directory
When you add a group to a CCCP conference, only the first 12 contacts in the
group are added to the call.
Muting in a CCCP Call
A Microsoft Lync client acting as the call organizer can mute all of the
participants in the call. You cannot unmute until the organizer unmutes the
participants unless you are designated as a presenter. If the meeting organizer
has muted your Polycom HDX system selectively, you can unmute your
system even if the organizer does not.
When your mute status changes due to a Microsoft Lync client organizer
muting or unmuting all of the participants, notification is displayed on the
Polycom HDX system monitor.
Customizing Your Workspace
You can customize what you see on the screen, depending on how your
system is configured.
Allowing the Far Site to Control Your Camera
If your system administrator has allowed access to user settings, you can allow
the far site to control your camera. Far-site participants can also set and use
presets for your camera, if their system supports this.
To allow the far site to control your camera:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 Under Camera, touch Far Control of Near Camera to enable the option.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Changing this setting takes effect immediately, even if a call is in progress.
Adjusting for Room Lighting
If your system administrator has allowed access to user settings, you can use
the backlight control to adjust the brightness of the video that the main camera
sends to the Polycom HDX system. Adjusting this setting can be helpful when
the room arrangement results in strong light coming from behind the people
in the picture.
Because backlight controls adjust the main camera , th ese controls do not make
content from a computer or a document camera appear brighter.
To turn backlight compensation on:
1 From the Home screen touch User Settings.
2 Touch the HDX System tab.
3 Under Camera, touch Backlight Compensation to enable the option.
Allow Room or Call Monitoring with the Polycom HDX Web
Interface
To enable room and call monitoring:
1 From the Home screen, touch User Settings.
2 Touch the HDX System tab.
3 Enable Allow Video Display on Web under Meetings to allow the room
or call to be viewed remotely.
Using the Virtual Remote Control
During normal operation, the Polycom Touch Control device uses an IP
connection to communicate with the HDX system. If this connection is lost for
more than 2 minutes, you might see error messages on the HDX system
monitor and the Polycom Touch Control screen. You can access a virtual
remote control on the Polycom Touch Control device that allows you to
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
control the HDX system until the connection is restored. The virtual remote
control sends IR signals across the room, so make sure the back of the Polycom
Touch Control device is facing the HDX system camera.
When the IP connection is restored, the virtual remote control is no longer
available.
Polycom Solution Support
Polycom Implementation and Maintenance services provide support for
Polycom solution components only. Additional services for supported
third-party Unified Communications (UC) environments integrated with
Polycom solutions are available from Polycom Global Services and its certified
Partners. These additional services will help customers successfully design,
deploy, optimize and manage Polycom visual communications within their
UC environments.
Professional Services for Microsoft Integration is mandatory for Polycom
Conferencing for Microsoft Outlook, Microsoft Office Communications Server
and Microsoft Lync Server 2010 integrations. For additional information and
details please refer to
http://www.polycom.com/services/professional_services/index.html or
contact your local Polycom representative.
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