Polycom HDX Systems User Manual
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
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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.
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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.
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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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