Polycom P001 User Manual

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Polycom Document Title 1
4.0.0 | November 2012 | 3725-63715-001/A

User’s Guide for the Polycom® RealPresence® Group Series

Trademark Information
POLYCOM® and the names and marks associated with Polycom's products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common law marks in the United States and various other countries.
All other trademarks are the property of their respective owners.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
© 2012 Polycom, Inc. All rights reserved.
Polycom, Inc. 6001 America Center Drive San Jose CA 95002 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
Recharging the Remote Control Battery . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Powering On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Navigating the Local User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling by Entering a Name or Number . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Recent Calls List . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Calling from the Contacts Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Calling a Speed Dial Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Types of Video Calls You Can Make . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Participating in an Encrypted Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Viewing Your System’s IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Selecting and Adjusting a Camera or Other Video Source . . . . . . . . . 10
Starting and Stopping Camera Tracking with EagleEye Director . . . 12
Setting and Using Camera Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Switching Between Full-Screen Video and the Home Screen . . . . . . . 14
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Showing Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . 16
Showing Content from a Computer Connected Directly to
RealPresence Group Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Working with Directory and Contact Entries . . . . . . . . . . . . . . . . . . . . . . . . 20
Searching for Directory Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Hanging Up a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Passwords for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Multipoint Viewing Layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Answering Video Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Muting Automatically Answered Video Calls . . . . . . . . . . . . . . . . . . . . 25
Using a Polycom SoundStation
Phone with a Polycom RealPresence Group System . . . . . . . . . . . . . . . . . . 25
Using Microsoft Outlook Calendaring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Viewing Scheduled Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Joining a Scheduled Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Managing Contacts Using Microsoft Office Communications Server 2007 R2 or Microsoft Lync
Server 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Viewing Microsoft Office Communications Server or
Microsoft Lync Server 2010 Presence States . . . . . . . . . . . . . . . . . . . . . . 29
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Muting in a CCCP Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using Avaya Network Features with Video Calls . . . . . . . . . . . . . . . . . . . . 30
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Allowing the Far-End System to Control Your Camera . . . . . . . . . . . . 32
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Allowing Video Display on the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Placing a Test Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accessing System Information, Status, and Diagnostics Screens . . . . 33
System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Searching Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Using the Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Contacting Technical and Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . 38
Polycom Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Regulatory Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
®
IP 7000 Conference
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User’s Guide for the Polycom® RealPresence® Group Series

Version 4.0.0
This guide includes overview information that you may find helpful when you’re just starting to learn about video conferencing or if you need a quick refresher. It also includes step-by-step instructions for everyday video conferencing tasks.
This guide covers the following systems:
RealPresence Group 300 and RealPresence Group 500 systems
RealPresence Group 700 system
Polycom RealPresence Group systems can be configured to show only those options used in your organization. Therefore, this guide may cover options that you cannot access on your system. To find out more about these options, please talk to your administrator.
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Enter letters or numbers In camera control mode, move the
camera to a stored preset In camera control mode, press and
hold a number to store a preset
Place or answer a call
Decrease the speaker volume
Display the menu screen Press Menu, then Select, to turn
the last used Content source on or off
Zoom the camera out
Mute all microphones
Delete letters or numbers or go back to a previous screen
End or reject a call
Select button - Select highlighted menu items
Navigate through menu items using the Up, Down, Left, and Right buttons; Pan/tilt the camera
Return to the Home screen
Zoom the camera in
Increase the speaker volume
Generate touch DTMF tones

Using the Remote Control

You use the remote control to place calls, adjust the volume, navigate screens, and select options.
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Recharging the Remote Control Battery
Your system setup sheet shows how to charge the battery in the remote control the first time. When the remote control battery power is at 10% or less, a notification is displayed on the home screen. Although other notifications override the low battery notification, the low battery notification returns after the other notifications are dismissed. The low battery notification is not displayed while the system is in a call.
The following steps describe how to recharge the battery.
To recharge the remote control battery:
1 Pull the battery out of the end of the remote control.
2 Insert the USB plug of the battery into a USB 2.0 port such as the one on
your system.
The RealPresence Group 300 and RealPresence Group 500 systems have two USB 2.0 ports on the back of the system, while the RealPresence Group 700 has one USB 2.0 port on the front of the system and two USB
3.0 ports on the back of the system.
3 Wait until the status light on the battery turns green before removing it
from the port.
4 Insert the charged battery into the remote control.
The following figure illustrates these steps.
If you have a RealPresence Group 700 system, you can also recharge the battery using the USB port on the front of the system.
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Powering On and Off

Connect the power and power on the RealPresence Group System after you have connected all of the equipment that you will use with it. Make sure that the system is powered off before you connect devices to it.
It is important to note that Polycom RealPresence Group systems do not have what you may think of as a power button—they have a power proximity sensor. Instead of pressing an actual button that moves, you touch the sensor (or near
the sensor) that indicates power on the front of the system.
To power on the RealPresence Group System, do one of the following:
Press any button on the remote control or pick up the remote control to wake up the system if it is asleep.
Press on the remote control.
Touch and hold the power sensor on the front of the system. Because
the power sensor is touch sensitive, you can touch your finger on or close to the sensor.
The Polycom splash screen is displayed within several seconds.
To shut down the RealPresence Group System, do one of the following:
Press and hold on the remote control.
Touch and hold the power sensor on the front of the system. The indicator
light changes color and blinks, indicating that the system is shutting down. Release the power sensor when the indicator light changes color.
Power On Self Test (POST)
After being powered on, the RealPresence Group systems automatically perform system health checks before the systems are initialized. This process is known as a power on self test, or POST. The status of the POST sequence is displayed with the LED indicator light on the front of the device, or in the case of the RealPresence Group 700 system, in the text field display on the front of the system. All test results are logged in the system’s memory. For more information about what the colors of the indicator lights mean, refer to the Administrator’s Guide for Polycom RealPresence Group Series.
When the POST sequence completes with no fatal errors, the RealPresence Group system starts normally.
Warning errors that occur on the RealPresence Group system during POST can be found under System > Status > Active Alerts. For more details, use your remote control to select More Information.
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If a fatal error occurs during startup, the system will not initialize. Contact Polycom technical support.

Navigating the Local User Interface

Cycle through the icons at the bottom of the Home screen to access system features. To accomplish tasks, you can press buttons directly on your remote control or use your remote control to navigate menus on the left side of the local user interface.
Available icons vary based on how your administrator configured the system.
• Menu - Displays the Menu screen, which allows you to place a call, change cameras, show content, and more.
Place a call - Displays the keypad so that you can enter numbers or letters to make a call.
• Content - Allows you to send content from a supported device.
• System - Displays the System screen, which allows you to obtain
system information, view system status, and run diagnostic tests.
User settings - Displays the User Settings screen, which allows you to change basic camera settings and to configure call and meeting preferences.
Administration - Displays the Administration screen, which allows you to configure location settings, specify LAN properties, and manage
some user security settings.
To return to the Home screen:
>> On the remote control, press .
To open the Menu screen:
>> Using your remote control, do one of the following:
Press .
On the Home screen, select .
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Calling and Answering

Placing a Call
You can use your system to place a video call in any of the following ways:
Entering a number or name on the > Place a Call > Keypad screen.
Choosing a name from a recent call list or contact list:
> Place a Call > Recent Calls
> Place a Call > Contacts
On the Home screen, choosing a Speed Dial entry. This option must be
configured by your administrator.
Calling by Entering a Name or Number
To place a call by entering a name or number:
1 To place a call, do one of the following using your remote control:
Press .
Navigate to > Place a Call > Keypad.
2 In the dialing field, enter the dialing information as follows:
Numbers: To enter numbers, select each number on the keypad with the remote control or enter numbers on your remote control.
Letters: To enter letters, use your remote control to select each letter on the onscreen keyboard. Or you can use the text-entry method commonly used with cell phones to select letters directly on your remote control.
Backspace: To delete a number or letter, press on the remote control.
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 (IPv4 address—include the dots)
2555 (E.164 extension for H.323 or SIP)
stereo.polycom.com (host name)
user@domain.com (SIP)
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3 Enter any additional information needed for the call. The available
settings depend on the type of call and your system’s configuration.
4 Press on the remote control to place the call or select Place a Call.
For more information about placing calls, refer to Types of Video Calls You
Can Make on page 8.
Calling from the Recent Calls List
You can quickly 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 Go to > Place a Call and select Recent Calls.
2 Highlight the entry and select Call or select on your remote control.
You can filter the list of all calls by selecting Missed, Received, or Placed.
To see details about a call listed on the Recent Calls screen, select a call in the list.
Calling from the Contacts Screen
If your system administrator has added a Directory and Favorite contacts, you can see the list on the Contacts screen.
To place a call from the Contacts screen:
1 Go to > Place a Call and select Contacts.
2 With your remote control, highlight the entry on the RealPresence Group
system screen and select Call or press .
To see more details about an entry, select Info.
3 To search for an entry in the directory, select Search, then enter the
contact name.
4 Click on the onscreen keyboard.
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Calling a Speed Dial Entry
If your system administrator configured Speed Dial, you can quickly call a contact in your directory.
To place a call to a speed dial entry:
Using your remote control, do the following:
1 At the top of the Home screen, select the Speed Dial tab.
2 Select a Speed Dial entry to call.
3 To place the call, press the Select button or navigate to Call.
Answering a Call
The way a RealPresence Group system handles incoming calls depends on how it is configured. It either answers the call automatically, rejects the call automatically, or prompts you to answer the call manually.
To answer a call manually:
>> Using your remote control, select Answer or press .
For more information about answering calls, see Changing the Way Calls Are
Answered on page 24.
Ending a Call
To hang up a call:
>> On the remote control, press .
If prompted, confirm that you want to hang up.
Types of Video Calls You Can Make
Depending on your system configuration, you may be able to make calls using H.323 or SIP. By dialing call networked and public sites, you may be able to use these protocols:
SIP URI
E.164 format
Host name
IP address
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E.164 format: 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.
Participating in an Encrypted Call
If encryption is enabled on the system, a locked padlock icon appears on the monitor screen when a call is encrypted. If a call is not encrypted, an open
padlock appears on the monitor screen.
If you are in a point-to-point call or a multipoint call hosted by another system, the padlock icon displays the state of your individual connection.
If you are hosting a multipoint call, the padlock icon displays the combined state of all connections: encrypted if all connections in the call are encrypted, unencrypted if one or more connections in the call are not encrypted.
In one call, some connections may be encrypted while others are not. However, the lock icon may not accurately indicate whether the call is encrypted if the call is cascaded or includes an audio-only endpoint. If encryption is required on your system, the far end must support encryption or the call will not be completed. To avoid security risks, Polycom recommends that all participants communicate the state of their padlock icons verbally at the beginning of a call.

Controlling What You See

Viewing Your System’s IP Address
To view your IP address:
1 Select and navigate to System.
2 Select Information > Network. Your IP address is listed on this screen.
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Selecting and Adjusting a Camera or Other Video Source
You can use the remote control to select and adjust the main camera or other near-end or far-end video sources, such as document cameras or computers. You may be able to adjust other auxiliary cameras or far-end cameras that support pan, tilt, and zoom movement. You can adjust the far-end camera only if it is configured at the far end to allow you to control it.
When you are in camera control mode, you can press and hold a number to save a preset. For more information about presets, see Setting and Using
Camera Presets on page 13.
To select a near-end or far-end camera, or other video source:
Out of a call:
Using your remote control, go to > Cameras > Select Camera. Then
select the camera or other video source you want to use from the list.
In a call:
Select > Cameras. Then select Your Cameras for near-end control or Their Cameras for far-end control.
To switch between Your Cameras and Their Cameras without accessing
the menu, press Select on the remote control while in a call.
To return to a previous screen after adjusting your or their camera settings,
select .
To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye Acoustic, Polycom EagleEye 1080, Polycom EagleEye View, Polycom EagleEye Director or Polycom EagleEye III using the remote control:
1 Select either a near-end or far-end 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 end that has a current speaker.
If you are using an EagleEye Director and camera tracking is on, you must turn camera tracking off before adjusting the camera.
2 Press the navigation buttons on the remote control to move the camera
up, down, left, or right.
3 On the remote control, press to zoom out or to zoom in.
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