User’s Guide
for Polycom HDX Systems
Version 1.0
November 2006 Edition
3725-23978-001/A
USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Trademark Information
Polycom®, the Polycom logo design, and ViewStation® are registered trademarks of Polycom, Inc. , and
MGC™, People+Content™,
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.
People On Content™, VS4000™, and VSX™ are trademarks of Polycom, Inc.
© 2006 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
Calling and Answering.......................................................................... 3
Answering a Video Call ......................................................................................................... 3
Placing a Video Call.............................................................................................................. 3
Ending a Video Call .............................................................................................................. 5
Types of Calls You Can Make ................................................................................................. 6
Placing Audio-only Calls and Adding Audio-only Sites ................................................................ 7
Ending an Audio-only Call ..................................................................................................... 8
Controlling What You See..................................................................... 8
Selecting and Adjusting a Camera or Other Video Source........................................................... 8
Setting and Using Camera Presets.......................................................................................... 9
Switching Between Full Screen Video and the Home Screen ......................................................10
Enabling Dual Monitor Emulation...........................................................................................11
Showing, Moving, and Turning Off the PIP..............................................................................12
Specifying When to Display the PIP........................................................................................12
Controlling What You Hear................................................................. 13
Adjusting Volume................................................................................................................13
Muting the Microphone ........................................................................................................13
Enjoying Stereo Audio in Video Calls......................................................................................14
Showing Content................................................................................ 14
Showing Content from a Computer........................................................................................14
Showing Content from a Document Camera, VCR, or DVD Player...............................................16
Showing Content with People On Content ...............................................................................17
Working with Directory Entries .......................................................... 18
Searching the Directory .......................................................................................................18
Adding, Editing, and Deleting Directory Entries ........................................................................19
Categorizing Directory Entries...............................................................................................20
Refreshing Global Directory Entries........................................................................................21
Including Multiple Sites in Calls ......................................................... 22
About Multipoint Calls..........................................................................................................22
Placing a Multipoint Call.......................................................................................................22
Supplying a Password for Bridge Calls....................................................................................23
About Multipoint Viewing Modes............................................................................................24
Controlling How the System Answers Multipoint Calls...............................................................25
Using Chair Control for Multipoint Calls...................................................................................25
Changing the Way Calls Are Answered............................................... 27
Temporarily Refusing Calls ...................................................................................................27
Answering Calls Automatically...............................................................................................27
Muting Automatically Answered Calls..................................................................................... 28
© POLYCOM, INC. iii
USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Using Microsoft LCS Features with Video Calls ................................... 29
Adding and Removing Microsoft LCS Contacts .........................................................................29
Viewing Microsoft LCS Contact Status ....................................................................................29
Customizing Your Workspace............................................................. 30
Allowing the Far Site to Control Your Camera..........................................................................30
Displaying the Far Site’s Name When the Call Connects............................................................30
Hearing Audio Confirmation When You Dial.............................................................................30
Adjusting for Room Lighting .................................................................................................31
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User’s Guide
for Polycom HDX Systems
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.
© POLYCOM, INC. 1
USER’S GUIDE FOR POLYCOM HDX SYSTEMS
)
Using the Remote Control
You use the remote control to place calls, adjust the volume, navigate
screens, and select options.
If you need to enter text, you can press number buttons using the text-entry
method commonly used with cell phones. For example, to enter “b”, press the
number 2 button twice. Alternatively, you can press
the onscreen keyboard to enter text.
Keyboard and use
Access the online help; see system status in a
Store camera presets (when followed by a
number
; delete all camera presets
Cycle through display layouts
Select a far-site camera or video source
Adjust the camera; navigate through menus
Increase or decrease the sound you hear from
Select a near-site camera or video source
Return to the previous screen Return to the Place a Call (home) screen
Place or answer a call End a call
Display the onscreen keyboard
Display menu of optional features
Enter a dot in an address
call
the far sites
Press to power the system on; hold to power off
View button presses and various menus
Select a camera or other video source
Start and stop sending content to far sites
Confirm your current selection; perform
functions on highlighted items
Zoom the camera in or out
Mute the microphone audio you’re sending to
the far sites
View or manage directory entries
Delete letters or numbers
Enter letters or numbers; move the camera to a
stored position
Control a programmed recording device
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Calling and Answering
Answering a Video Call
The Polycom HDX system can answer incoming calls in one of these ways:
The system prompts you to answer the calls manually.
The system answers incoming calls automatically.
To answer the call manually:
¾ Press Call on the remote control.
If your system is set up to automatically answer calls, the call connects
automatically.
Placing a Video Call
You can use your system to place a video call in any of these ways:
CALLING AND ANSWERING
Entering a name or number
Choosing a site from:
The Recent Calls list
The Contacts or Speed Dial list
The directory
Calling by Entering a Name or Number
To place a call by entering a name or number:
1. In the dialing field, enter the dialing information. Depending on the
capabilities of your system and the system you are calling, the dialing
information will look like one of these samples:
10.11.12.13 (IP address—include the dots)
2555 (E.164 extension)
AscotRoom (H.323 name)
stereo.polycom.com (DNS name)
19782922854 (ISDN number)
2. 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.
Second ISDN number – Use two numbers only when the person you
are calling instructs you to do so.
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX 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.
3. 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.
Calling from the Recent Calls List
You may be able to choose a number to call from a list of the sites you have
called recently. The Recent Calls screen provides details of all incoming and
outgoing calls, including the time of the calls.
To place a call from the Recent Calls screen:
1. Select Recent Calls from the Place a Call screen.
2. Scroll to the entry you want to call.
3. Press
To see more details about a call listed on the Recent Calls screen, highlight the call
and press Info on the remote control.
You can sort the list by pressing the remote keys 1-9. Press
Help to view sorting options.
Call to place the call.
Info and select
Calling from the Contacts or Speed Dial List
You may be able to access calling information for specific sites using the Speed
Dial or Contacts list on the home screen.
To place a call using the Speed Dial or Contacts list:
1. Select Speed Dial or Contacts from the home screen, if necessary.
2. Scroll to the entry you want to call.
3. Press
4
Call to place the call.
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Calling from the Directory
The directory is 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:
CALLING AND ANSWERING
Ending a Video Call
1. Press
Directory on the remote control.
2. Find the entry to call.
3. Press
Depending on your system configuration, when you make a call using an entry w ith both
ISDN and IP dialing information, the system may prompt you to choose which way to
place the call.
Call to place the call.
To hang up from a call:
1. Press
Hang Up on the remote control.
2. If prompted, confirm that you want to disconnect from the far site(s).
If you don’t confirm that you want to hang up, the system disconnects the call
automatically after 60 seconds.
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Types of Calls You Can Make
Depending on your system configuration, you may be able to make calls using
ISDN, IP, SIP, or V.35.
The following table lists some possible call combinations.
From… You can call… By dialing…
ISDN Phone number ISDN
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
Alias, E.164 address, DNS name, or IP
address.
Typically, the far site’s gateway number
then the number of the far-site system.
Consult with the far site about the best
method for placing the call.
ISDN Access code of the near-site gateway, the
selected speed code, and the ISDN number
of the far site.
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 en ter the extension after
the gateway connects, then you can save only the gateway number when the call ends.
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Placing Audio-only Calls and Adding Audio-only Sites
You may be able to use your Polycom HDX system to place an audio-only call
or add an audio-only call to a video conference.
Placing an Audio-only Call
You can place an audio-only call from Polycom HDX systems that have Analog
Phone, Voice Over ISDN, or Voice Over IP enabled.
To place an audio-only call from your system:
1. On the Place a Call screen, enter the number you want to call.
To place a call within your PBX system, enter the internal extension
instead of the full number.
CALLING AND ANSWERING
To delete a digit, press
2. Press
Call to place the call.
Delete on the remote control.
Adding an Audio-only Call to a Video Call
To add an audio-only call after your video call connects:
1. Press
2. Select Add Call.
3. Use the number buttons on the remote control to enter the telephone
number of the audio participant that you want to add to your video
conference.
4. Press
Call on the remote control.
Call on the remote control.
Adding a Video Call to an Audio-only Call
If you are already in an audio-only call, you can add a video call to your call.
To add a video call after your audio-only call connects:
1. On the Place a Call screen, enter the number you want to call.
© Polycom, Inc.
2. Press
Call to place the call.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Ending an Audio-only Call
To hang up from an audio-only call:
1. Press
2. Select the audio-only site from the Hang Up screen to hang up the call.
If the person on the telephone hangs up first, you need to disconnect the call from the
Polycom HDX system, just as you would hang up a telephone receiver in a regular phone
call.
Hang Up on the remote control.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the remote control to select the main camera or any other
near-site or far-site video sources, such as document cameras, computers,
VCRs, or DVD players. You can also use the remote control to adjust the main
camera on Polycom HDX systems. 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
either near-site or far-site control. The icon on the screen indicates
which you can select.
2. Press Camera on the remote control. Then select the camera or
other video source you want to use.
8
Near or Far to select
This onscreen icon indicates that you
can control a near-site camera or
video source.
This onscreen icon indicates that you
can control a far-site camera or
video source.
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To adjust a camera using the remote control:
CONTROLLING WHAT YOU SEE
1. Press
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 to zoom out or in.
Setting and Using Camera Presets
Camera presets are stored camera positions that you can create ahead of time
or during a call.
Presets allow you to:
Automatically point a camera at pre-defined locations in a room.
Select a video source such as a VCR or DVD player, a document camera,
or an auxiliary camera.
If your system’s camera supports electronic pan, tilt, and zoom movement,
you can create up to 100 preset camera positions (0-99) for the near site.
Each preset stores the camera number, its zoom level, and the direction it
points (if appropriate). They remain in effect until you delete or change them.
Near or Far to select either near-site or
If far-site camera control is allowed, you can create up to 16 presets (0-15)
for the far-site camera. These presets are saved only for the duration of the
call. You may also be able to use presets that were created at the far site to
control the far-site camera.
To move the camera to a preset:
1. If a call is connected, press
Near or Far, then
choose a near-site or far-site camera.
2. Press a number on the remote control.
To view your near-site presets:
¾ Press Preset on the remote control.
Icons for presets 0-9 are shown on the screen. The colored icons indicate
stored camera positions, and the gray icons indicate available presets.
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
To store a preset:
1. If you are in a call, press
Near or Far, then choose
a near-site or far-site camera or other video source.
2. If you selected a camera that supports electronic pan, tilt, and zoom,
you can adjust the camera’s position:
Press the arrow buttons on the remote control to move the camera up,
down, to the left, or to the right.
Press
3. Press
Zoom to zoom the camera out or in.
Preset on the remote control.
4. Press and hold a number to store the preset position. To store a
double-digit preset, press the first digit quickly and hold the second
number down. Any existing preset stored at the number you enter is
replaced.
The system uses preset 0 as the default camera position.
To delete all presets:
1. If a call is connected, press
Near to choose a near-site video
source.
2. Press Preset on the remote control.
3. Press Delete to delete all presets.
You cannot delete just one preset. Instead, override an existing preset with the new
camera position.
Switching Between Full Screen Video and the Home Screen
When the call connects, the system automatically shows the video on the
whole screen. You can switch back to the Place a Call screen during a call if,
for example, you need to adjust a user setting, and your system is configured
to allow you to do so.
To see the video in the full screen:
¾ Press Near on the remote control.
To see the Place a Call screen:
¾ Press Home on the remote control.
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Enabling Dual Monitor Emulation
Depending on your system configuration, you may be able to set your system
for Dual Monitor Emulation (also called split-screen viewing). With Dual
Monitor Emulation, you can see both the near and far sites on one monitor.
To enable Dual Monitor Emulation:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
CONTROLLING WHAT YOU SEE
3. Select
Next to see more settings.
4. Scroll to Dual Monitor Emulation and press on the remote
control to enable the option.
5. Press
Home to save your change and return to the home screen.
During calls using Dual Monitor Emulation without content, you can press the
Display button on the remote control to scroll through the following
screen layouts:
1. Near and far sites, same size, side by side
2. Far site big, near site small
3. Near site big, far site small
© Polycom, Inc.
4. Near site, full screen
5. Far site, full screen
The last layout viewed is used for the next call.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Showing, Moving, and Turning Off the PIP
Your system may be configured to display a Picture-in-Picture (PIP) window.
During a call on a single-monitor system, the PIP displays what your main
camera is sending to the far site. If the far site shows any type of content, the
content appears in the main part of the screen, and the PIP changes to show
the people at the far site.
During a call on a dual-monitor system, what you see on each monitor and in
the PIP depends on how the Polycom HDX system has been configured.
To show, move, or turn off the PIP during a call:
Press Display on the remote control to display the PIP on screen.
While the PIP has a yellow border, press Display repeatedly to move
it to different corners of the screen.
After a brief pause, the PIP border turns blue. Then, press Display to
turn the PIP off.
To swap the views shown in the PIP and the main screen:
1. If the PIP is not showing, press Display on the remote control to
display the PIP on screen.
2. Press Camera and select the Swap PIP icon.
Specifying When to Display the PIP
Your system may be configured with specific default behavior for the PIP in
calls. Depending on your system configuration, you can show, move, or hide
the PIP as needed after a call connects.
To specify when to display the PIP:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Select
Next to see more settings.
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CONTROLLING WHAT YOU HEAR
4. Scroll to PIP, press , and select one of these settings:
Select this setting… To show the PIP…
Camera When you press any of the camera control
buttons.
On On connection and during the call.
Off
5. Press Home to save your change and return to the home screen.
Controlling What You Hear
Adjusting Volume
Use the remote control to raise or lower the volume of the sound you hear.
To adjust the volume:
¾ Press Volume.
Changing the volume affects only the sound you hear at your site.
Muting the Microphone
Only when you press Display on the
remote control.
© Polycom, Inc.
You can mute the microphone if you do not want the far site to hear you.
To mute or unmute the microphone:
¾ Press Mute on the remote control.
For Polycom HDX systems that use a Polycom microphone, you can also mute
the call by pressing
Muting the microphone does not mute audio being sent to the far site from a VCR, DVD
player, or computer.
on the microphone.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
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 may detract from the stereo
audio experience.
Stereo audio is only used in video calls of 256 kbps or higher.
Showing Content
You may be able to show the following to the far sites:
Any information stored on a computer
A paper document or object placed on a document camera
A videotape or DVD
You can share one type of content or one video source at a time, and you can
switch to a different type of content or video source if you need to.
Participants at other sites can also share content or video sources.
Showing Content from a Computer
You can attach a computer to your Polycom HDX system and show content
that is stored on the computer. When you share content from a computer, the
far site can see you and what you see on the computer screen.
If you have the Polycom People+Content™ IP software application installed on
your computer, you can show content from any Windows XP or Windows 2000
computer that is connected to the network.
People+Content IP provides video-only content. No audio is shared.
When you are sending content, the content sharing icon appears on
your main monitor. Depending on the configuration of your system, you may
also see the content on your monitor or projector.
Showing Content with People+Content IP
To install the People+Content IP application on a computer:
1. On a computer with Windows XP or Windows 2000, open a web
browser and go to www.polycom.com.
2. Download and install the People+Content presenter software from the
Polycom Resource Center.
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SHOWING CONTENT
To start showing content:
1. On the computer, start the Polycom People+Content IP application.
2. Enter the IP address of your video conferencing system and the
meeting password, if one is set.
3. Click Connect.
4. Open the content you want to show, and do one of the following:
Click in People+Content IP.
Press Content on the video conferencing system's remote control.
To stop showing content:
1. If the People+Content IP toolbar is minimized, maximize it by clicking
the icon in the task bar.
2. Do one of the following:
Click in People+Content IP.
Press Content on the video conferencing system's remote control.
3. If others in the conference want to send content from the same
Polycom HDX system using People+Content IP, click the down arrow
then Disconnect so that they may connect. Only one computer at a
time can be connected to a Polycom HDX system.
Showing Content with a Computer Connected Directly to the System
Before you show content, check that the computer video is configured to use
one of these supported resolutions and refresh rates:
Resolution Refresh rates (Hz)
800 x 600 60, 72, 75
1024 x 768 60, 70, 75
1280 x 720 50, 60
1280 x 1024 (scaled and sent
to the far site in 1024 x 768
format)
60
© Polycom, Inc.
To set the resolution and refresh rate, go to your computer’s Display Control Panel.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
To start showing content:
1. Make sure the computer is connected and powered on.
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, as shown in the following figure.
2. Press
Content on the remote control or press Camera and
select the computer input.
Audio from input 4 is muted unless video input 4 is selected as a video
source.
To stop showing content:
¾ Press Content on the remote control or press Camera and select
the main camera.
Showing Content from a Document Camera, VCR, or DVD Player
All Polycom HDX systems enable you 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:
1. Make sure the document camera, VCR, or DVD player is connected and
powered on. Refer to the setup sheet that came with your system.
2. 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. Press
Camera on the remote control.
2. Select a video source.
3. Press
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on the remote control.
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SHOWING CONTENT
To stop showing a document, object, videotape, or DVD in a call:
1. Press
Camera on the remote control.
2. Select the main camera.
3. Press
on the remote control.
Showing Content with People On Content
The People On Content™ option allows you to show yourself on top of content
that you are sharing. The effect is similar to a weather news cast on television.
Contact your administrator for information about enabling or configuring
People On Content.
When you are presenting content with People On Content:
Wear solid neutral-colored clothes.
Avoid wearing black, white, or the color of your background.
Stand about 3 ft in front of the background to avoid casting shadows on
it.
To show content with People On Content:
1. Make sure that the content you want to show is ready.
2. Press
Option on the remote control.
3. Select People On Content.
The camera moves to the preset location. Content is displayed in place of the
background. The camera preset and default content video source are
configured by the administrator. You can move the camera or choose a
different video source after you start showing content with People On Content.
To stop showing content with People On Content:
1. Press
Option on the remote control.
2. Select People On Content.
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Working with Directory Entries
The directory on your Polycom HDX system stores dialing information that
helps you make calls quickly and easily. When a site listed in the directory
calls your system, the system displays the name on the screen when the call
comes in. If a site that calls you is not listed in the directory, you might be
prompted to save the contact information in the directory when the call ends.
If your system is registered with a global directory server, your directory
contains two types of entries:
Local entries: Information about sites that you have added. These
entries are stored locally on your Polycom HDX system, and depending on
your system setup, you can remove or edit these entries. You can also
assign local entries to categories to make it easier to find numbers.
Everyone at your site who uses the system can use the entries you
create, and you can use the entries created by others. Users at other sites
cannot access the local entries on your system.
Global entries: Information about other active sites that are registered
with the same Global Directory Server. These entries are stored on the
Global Directory Server, and you cannot edit them. You can make a local
copy if you want to make changes.
Searching the Directory
You can find entries in the directory by:
Spelling the first or last name using the number buttons on the remote
Pressing Keyboard to use the onscreen keyboard to spell the name
Scrolling through the list of names using the Up and Down
Paging through the list of names using Zoom In and Zoom Out
Using the alphabet tabs to move through the directory and then scrolling
Global entries are marked as
control
arrow buttons
to the name you want
available or offline.
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Adding, Editing, and Deleting Directory Entries
You can create entries for point-to-point calls and multipoint calls and save
them in the Polycom HDX system’s directory.
To add a single-site entry to the directory:
1. Press Directory on the remote control.
WORKING WITH DIRECTORY ENTRIES
2. Select
, then New Entry, and specify that this is an entry for one
site.
3. Specify the following information:
In this field… Enter this information…
Name Name that will appear in the directory list and
on incoming call messages.
Number ISDN number to use for calling the site.
Call Type Call type to use for calls to the site. Depends
on the capabilities of your system.
Call Quality Call speed to use for ISDN calls to the site.
IP Number IP address for calls to the site.
Extension The system’s extension (E.164 address).
Call Quality Call speed to use for IP calls to the site.
Phone Number
Optional contact information for other
resources in the conference room.
Mobile Number
© Polycom, Inc.
Email
Group Designation to help you quickly find the
number in the directory.
4. Select Save to save the entry.
To add a multiple-site entry to the directory:
1. Press
2. Select
Directory on the remote control.
, then New Entry, and specify that this is an entry for
multiple sites.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
3. Add numbers to this multiple-site entry in one of these ways:
Select , then Directory, and select entries from the directory.
Add entries manually.
The number of sites that you can add depends on the capabilities of your
system.
4. Specify a speed for the call.
5. Select
then Save to save the entry.
6. Enter a name for this entry as you want it to appear in the directory
list.
To edit an entry:
1. Press Directory on the remote control.
2. Scroll to the entry you want to edit.
3. Select then Edit Entry.
4. Edit the information as needed.
5. Select then Save to save your changes and return to the
directory.
To delete an entry:
1. Press
Directory on the remote control.
2. Scroll to the entry you want to delete.
3. Select
then Delete Entry.
Categorizing Directory Entries
When you categorize your local entries, you can find calling information
quickly by searching just the entries in a group instead of the entire directory.
To create a new group:
1. Press
2. Select Group.
3. Select Edit Groups.
4. Enter a group name.
5. Press
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Directory on the remote control.
Back on the remote control to save the new group.
WWW.POLYCOM.COM/VIDEODOCUMENTATION
To delete a group:
WORKING WITH DIRECTORY ENTRIES
1. Press
Directory on the remote control.
2. Select Group.
3. Select Edit Groups.
4. Scroll to the group name you want to delete and then select Delete.
When you delete a group, all entries in that group are deleted. If you want to keep these
entries, be sure to assign them to a new group before you delete th e old group.
To assign an entry to a group:
1. Press
Directory on the remote control.
2. Scroll to the entry you want to assign to a group.
3. Select
then Edit Entry.
4. Select Next and select the Group.
5. Select Save to save your changes and return to the directory.
Refreshing Global Directory Entries
The global directory entries are periodically refreshed on systems registered to
the Polycom Global Directory Server. You can also manually refresh the global
directory entries on your system.
To manually refresh global directory entries:
1. Press
Directory on the remote control.
2. Navigate to in the top right corner of the screen.
If you see in the top right corner of the screen, your system is not reg istered with
the Polycom Global Directory Server. Contact your system administrator for more
information.
3. Select the logo and choose Refresh.
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
Including Multiple Sites in Calls
Your system may 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.
About Multipoint Calls
You can host multipoint calls using a video conferencing system with
multipoint capabilities, or you can use a bridge such as Polycom MGC™. The
way a multipoint call is hosted affects the conference as shown in this table:
Hosted by… Lets you include… Supports these calls…
Video Conferencing
System
Bridge Number of sites allowed by the
Number of sites allowed by the
system
bridge
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 Polycom MGC.
For calls hosted by a Polycom HDX system, you can define a multiple-site
directory entry to call all of the sites at one time. Alternatively, you can
place a call to the first site and then add other sites after the first call
connects. The other sites can call the Polycom HDX system to join the
call.
For calls hosted by a bridge, you may need to enter calling information
about all of the sites before the call begins. Contact your system
administrator for more information.
To place a multipoint call by adding sites to a call:
1. Call the first site.
Any combination of IP, ISDN,
V.35/Serial, and audio-only
Any combination of SIP, ISDN,
V.35/Serial, and audio-only
Any combination of IP, SIP, ISDN,
V.35/Serial, and audio-only
2. When the call connects, press
3. Select Add Call, and place a call to the next site.
4. Repeat steps 2 and 3 until all sites are connected.
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Call on the remote control.
WWW.POLYCOM.COM/VIDEODOCUMENTATION
INCLUDING MULTIPLE SITES IN CALLS
To place a multipoint call using a multiple-site directory entry:
1. Press
Directory on the remote control.
2. Find the multiple-site entry in the directory list.
3. Press
Call to place the call.
To place a cascaded multipoint call:
1. Place a multiple-site call from the directory, or place calls one at a time
to several other sites.
2. Ask each site to call additional sites.
Supplying a Password for Bridge Calls
Bridges such as Polycom MGC sometimes require you to enter a password in
order to join a conference. Depending on your system configuration, you can
set up the system to enter the meeting password for you.
To configure a meeting password:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Enter the password in the Meeting Password field in one of these
ways:
Press the remote control number buttons, using the text-entry method
commonly used with cell phones.
© Polycom, Inc.
Press
Keyboard to use the onscreen keyboard to enter
characters.
4. Press
If you need to generate touch tones (DTMF tones), press on the remote control,
then use the remote control keypad. Or, press and choose Touch Tones.
Home to save your change and return to the home screen.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
About 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, and whether
content is shared. The multipoint viewing mode configured on the host system
is the one used in the call. The following table describes the different
multipoint viewing modes.
Setting Description
Auto
Allow the system to switch between Discussion and
Presentation modes, based on the interaction between the
sites.
If more than one site is talking at the same time, the
system uses Discussion mode so that all speakers can be
seen.
If one speaker talks without interruption for about 15
seconds, the system uses Presentation mode so that all
participants can see the speaker in a larger picture.
Discussion
View all of the sites at the same time, including your own site.
This is also known as continuous presence.
Systems with: See this:
Single monitor All sites, each in its own window
Dual monitors Speaker on second monitor with other
sites on first monitor, or one far site on
each monitor
Presentation View the person who is speaking. This is also known as voice
activated switching.
The current speaker always sees up to four far sites, each in its
own window, on the first monitor.
Systems with: See this:
Single monitor Speaker in full screen
Dual monitors Speaker on the first monitor and near site
on the second monitor
Full Screen Enable every site in the call to see the speaker full screen. The
current speaker sees the previous speaker.
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Controlling How the System Answers Multipoint Calls
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Scroll to the Auto Answer Multipoint Video field and select one of the
following:
Select this… To do this…
No Answer calls manually.
When a call comes in, you hear a ring, and the system
prompts you to accept or refuse the call.
Yes Answer incoming calls automatically.
When a call comes in, you hear a ring, and the call
connects.
Do Not Disturb Refuse incoming calls.
Callers hear a busy signal, and you receive no notification
about incoming calls.
INCLUDING MULTIPLE SITES IN CALLS
Using Chair Control for Multipoint Calls
During some multipoint calls, you can use chair control to manage the people
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, ViewStation® EX,
Other systems connected by ISDN only
ViewStation FX, VSX
connected by IP, ISDN, or both IP and ISDN
™, and VS4000™ systems
© Polycom, Inc.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
To use the chair control options when you are in a multipoint call:
1. On a computer, open a web browser.
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 multipoint call . It
is not available in cascaded multipoin t calls.
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…
Chair
controller
You can do this… By selecting…
Pass chair controls to the selected
Release Chair
site.
View the selected site’s video. This
View Site
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.
Send the selected site’s video to the
other sites.
Remove the selected site from the
conference.
Stop Viewing
Site
Make Me the
Broadcaster
Select
Broadcaster
Disconnect
Site
Disconnect all sites and end the call. End
Conference
Participant
Request control of the conference. Acquire Chair
View the selected site’s video. This
View Site
does not change what other sites
see.
Return to viewing the video selected
by the chair or the host.
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Stop Viewing
Site
Changing the Way Calls Are Answered
Your system administrator may have configured the system to let you choose
the way incoming calls are handled.
Temporarily Refusing Calls
If you do not wish to be disturbed by calls, you can refuse incoming calls with
the Do Not Disturb feature. Callers hear a busy signal and you receive no
notification about incoming calls. You can, however, make outgoing calls.
To temporarily refuse incoming calls:
CHANGING THE WAY CALLS ARE ANSWERED
1. On the Place a Call screen, select
screen.
2. Select On to set Do Not Disturb.
While the system is not accepting calls, you see
of the screen. This setting stays in effect until you change it.
Setting your status to I am Available or I am Busy on the contact list home screen
changes the Do Not Disturb icon status on the Place a Call screen, if it is displayed there.
Likewise, changing the Do Not Disturb icon on the Place a Call screen changes your
status on the contact list home screen .
Answering Calls Automatically
Depending on your system configuration, you can specify whether to answer
calls automatically or to have the system announce incoming 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 prevent incoming callers from overhearing a conversation not intended for them, you
can choose to mute all automatical ly answered calls.
in the lower right corner of the
in the lower right corner
© Polycom, Inc.
To automatically answer calls:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. If you want to automatically answer incoming point-to-point calls, scroll
to Auto Answer Point-to-Point Video, press
on the remote
control and select Yes.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
4. If you want to automatically answer incoming multipoint calls, scroll to
Auto Answer Multipoint Video, press
select Yes.
5. Press
Home to save your change and return to the home screen.
Muting Automatically Answered Calls
Depending on your system configuration, you can choose whether to mute the
audio when calls connect if your system is configured to answer calls
automatically. This prevents callers from overhearing conversations or
meetings. After the call connects, you can press
to unmute the call.
Note that, if you enable this option during a call, the audio for the current
meeting is not affected.
To mute automatically answered calls:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Scroll to Mute Auto Answer Calls and press
control to enable the option.
on the remote control and
Mute when you’re ready
on the remote
4. Press
Home to save your change and return to the home screen.
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USING MICROSOFT LCS FEATURES WITH VIDEO CALLS
Using Microsoft LCS Features with Video Calls
Depending on how your system is configured, you may be able to use the
Microsoft
allows you to set up a list of LCS contacts, see if the contacts are online, and
call them without knowing or remembering their addresses. Contacts appear in
the directory and may also appear on the contact list home screen.
When you are viewing the contact list home screen, you can select Manual Call or press
®
LCS (Live Communications Server) contact list feature. This feature
Home on the remote control to access the Place a Call screen.
Adding and Removing Microsoft LCS Contacts
To add or remove LCS contacts for the Polycom HDX system:
1. Open the Microsoft Office Communicator or Windows Messenger
application on a computer.
2. Log in to the application using the Polycom HDX system SIP account
information.
3. Use the application to add or remove contacts for the Polycom HDX
system.
Viewing Microsoft LCS Contact Status
© Polycom, Inc.
Status icons appear next to each LCS contact on the Polycom HDX system.
These icons indicate whether the contact is available, busy, or offline.
Status
Available
Busy
Offline
Icon on
Polycom
HDX System
The video conferencing system is…
Powered on and available to take calls.
Powered on but busy for one of the following
reasons:
The system is in a call.
The system is set to I am Busy or Do Not
Disturb.
Powered off.
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USER’S GUIDE FOR POLYCOM HDX SYSTEMS
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
Depending on your system configuration, 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. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Scroll to Far Control of Near Camera and press
option.
4. Press
Changing this setting takes effect immediately, even if a call is in progress.
Home to save your change and return to the home screen.
Displaying the Far Site’s Name When the Call Connects
Depending on your system configuration, you can specify whether to display
the far site’s name when the call connects and how long to leave the name on
the screen.
To specify when to display the name of the far site:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Select
4. Scroll to Far Site Name Display Time, press
control, and select to display the far site’s name during the entire call,
for a specified time, or not at all.
Next to see more settings.
to enable the
on the remote
5. Press
Home to save your change and return to the home screen.
Hearing Audio Confirmation When You Dial
Depending on your system configuration, you can set up the system to speak
each number as you enter it in the dialing entry field on the Place a Call
screen.
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To enable audio confirmation:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
CUSTOMIZING YOUR WORKSPACE
3. Select
4. Scroll to Keypad Audio Confirmation and press on the remote
control to enable the option.
5. Press
If Keypad Audio Confirmation is on and you enter a number while in a multipoint call
hosted by one of the systems in the call, the far sites wil l hear the numbers as you enter
them. If you do not want the far sites to hear the numbers, mute the system’s
microphone.
Adjusting for Room Lighting
Depending on your system configuration, 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, these controls will not make content
from a computer or a document camera appear brighter.
Next to see more settings.
Home to save your change and return to the home screen.
© Polycom, Inc.
To turn backlight compensation on:
1. Select System from the Place a Call screen.
2. Select User Settings from the System screen.
3. Scroll to Backlight Compensation and press
control to enable the option.
4. Press
Home to save your change and return to the home screen.
on the remote
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