Polycom V500 User Manual 2

Administrator’s Guide
for the V500 System
July 2004 Edition
3725-21743-003/A
V500 Version 7.0
VideoVoiceDataWeb
Connect. Any Way You Want.
Trademark Information
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and patents pending
held by Polycom, Inc. Polycom Siren™ 14 Stereo (patent pending).
© 2004 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.

About this Guide

The Administrator’s Guide for the V500 System is for administrators of the V500 system who need to:
Learn about and set up the system hardwareConfigure the system Customize the behavior and appearance of the system for easy and efficient
use
Obtain information about calls made by the system, and gather usage and
performance data
Troubleshoot any issues that occur with the system
Other documents available for the V500 system include:
Setting Up the System, which describes how to install the hardwareThe Getting Started Guide, which describes how to place calls and perform other
video calling tasks
Setup Sheets, which describe how to install optional hardwareRelease Notes
For support or service, please contact your Polycom distributor or go to Polycom Support at www.polycom.com/support.
Polycom recommends that you record the serial number of your V500 system here for future reference. The serial number for the system is printed on the unit.
System Serial Number: ____________________________________________
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Administrator’s Guide for the V500 System
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Chapter 1 - Introducing the V500 System
Key Features ..........................................................................................................................................1 - 2
Rich Conference Experience .........................................................................................................1 - 2
Enhanced User Experience ........................................................................................................... 1 - 2
Easy Installation ............................................................................................................................. 1 - 3
Security and Network Management ...........................................................................................1 - 3
Standard System Components ............................................................................................................ 1 - 5
Optional System Components ............................................................................................................1 - 6
Chapter 2 - Setting Up Your System Hardware
Standard System Set-up .......................................................................................................................2 - 2
Positioning the System ..................................................................................................................2 - 2
Connecting the Monitor ................................................................................................................2 - 3
Connecting the System to the LAN ............................................................................................ 2 - 3
Connecting Power ......................................................................................................................... 2 - 4
Installing Batteries in the Remote Control .................................................................................2 - 5
Powering on the System ...............................................................................................................2 - 5
Optional Equipment Set-up ................................................................................................................2 - 6
Connecting to a BRI Network Interface ..................................................................................... 2 - 6
Connecting Headphones ..............................................................................................................2 - 6

Contents

Chapter 3 - Configuring Network Use
Getting the Network Ready ................................................................................................................3 - 2
Network Connectivity Checklist ........................................................................................................3 - 2
Configuring with the Setup Wizard .................................................................................................. 3 - 3
Configuring LAN Properties ..............................................................................................................3 - 4
Configuring IP Network Support ...................................................................................................... 3 - 6
Specifying H.323 Settings .............................................................................................................3 - 6
Configuring the System to Use a Gatekeeper .................................................................... 3 - 7
Configuring the System to Use a Gateway .........................................................................3 - 8
Specifying SIP Settings ..................................................................................................................3 - 9
Specifying Quality of Service .....................................................................................................3 - 10
Configuring the System for Use with a Firewall or NAT ......................................................3 - 11
Configuring ISDN Support ...............................................................................................................3 - 13
Configuring the BRI Network Interface ...................................................................................3 - 13
Configuring Call Preferences ............................................................................................................3 - 14
Configuring the Global Directory ....................................................................................................3 - 16
Configuring the Directory Server Settings ...............................................................................3 - 16
Setting the Dialing Rules ............................................................................................................3 - 17
Placing a Test Call ...............................................................................................................................3 - 17
Checking System Status ..................................................................................................................... 3 - 18
Keeping your Software Current .......................................................................................................3 - 19
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Administrator’s Guide for the V500 System
Chapter 4 - Designing the User Experience
Managing User Access to Settings and Features ............................................................................. 4 - 2
Setting the Admin Password ....................................................................................................... 4 - 2
Screens that Require the Admin Password for Access ............................................................ 4 - 3
Letting Users Customize the Workspace ................................................................................... 4 - 4
Limiting What Users Can Do With the System ........................................................................ 4 - 5
Using the System for Specialized Applications ........................................................................ 4 - 5
Designing Video Behaviors ................................................................................................................. 4 - 6
Configuring Camera Settings ...................................................................................................... 4 - 6
Configuring the TV Monitor ........................................................................................................ 4 - 7
Using Dual Monitor Emulation ...................................................................................................4 - 8
Adjusting the Monitor’s Color Balance ...................................................................................... 4 - 9
Designing Audio Behaviors ................................................................................................................4 - 9
Configuring General Audio Settings ........................................................................................ 4 - 10
Setting the Volume on an External Audio System ................................................................. 4 - 10
Designing General System Behaviors .............................................................................................. 4 - 11
Configuring Call Settings ........................................................................................................... 4 - 11
Configuring Remote Control Behavior .................................................................................... 4 - 12
Configuring Directory Settings .................................................................................................4 - 12
Setting the Call Answering Mode ............................................................................................. 4 - 13
Enabling AES Encryption ........................................................................................................... 4 - 13
Setting Passwords and Security Options ................................................................................. 4 - 14
Setting Date, Time, and Location .............................................................................................. 4 - 15
Customizing the Workspace Appearance ...................................................................................... 4 - 16
Designing the Home Screen ....................................................................................................... 4 - 17
Adding Sites to the Home Screen ............................................................................................. 4 - 19
Adding On-screen Instructions ................................................................................................. 4 - 20
Using Marquee Text ............................................................................................................ 4 - 20
Using Screen Saver Text ...................................................................................................... 4 - 20
Changing System Appearance .................................................................................................. 4 - 21
Setting Ring Tones and Alert Tones ......................................................................................... 4 - 21
Configuring Closed Captioning ....................................................................................................... 4 - 22
Audio Options for Closed Captioners ..................................................................................... 4 - 22
Options for Supplying Closed Captions to Conferences ....................................................... 4 - 22
Providing Captions Via the V500 Web Interface .............................................................4 - 23
Providing Captions Via a Telnet Session .......................................................................... 4 - 24
Getting Started with Calling .............................................................................................................4 - 25
Chapter 5 - Managing the System Remotely
Using the V500 Web Interface ............................................................................................................ 5 - 2
Accessing the V500 Web Interface .............................................................................................. 5 - 2
Managing System Profiles with the V500 Web Interface ........................................................ 5 - 3
Managing Directories with the V500 Web Interface ................................................................ 5 - 4
Configuring Global Services ............................................................................................................... 5 - 5
Viewing the Management Servers List ...................................................................................... 5 - 5
Requiring an Account Number for Calls ................................................................................... 5 - 6
Adding My Information ............................................................................................................... 5 - 6
Requesting Technical Support from the GM S Administrator ............................................... 5 - 7
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Setting Up SNMP ..................................................................................................................................5 - 8
Downloading MIBs .......................................................................................................................5 - 8
Configuring for SNMP Management ......................................................................................... 5 - 9
Chapter 6 - System Usage and Statistics
Call Summary ........................................................................................................................................6 - 2
Call Statistics ..........................................................................................................................................6 - 3
Call Status ..............................................................................................................................................6 - 4
Recent Calls ............................................................................................................................................6 - 5
Call Detail Report .................................................................................................................................6 - 6
Information in the Call Detail Report .........................................................................................6 - 6
Call Detail Report Archives .........................................................................................................6 - 9
Chapter 7 - Diagnostics and General Troubleshooting
Sending a Message ................................................................................................................................7 - 2
System Screens Quick Reference ........................................................................................................7 - 2
Diagnostic Screens ................................................................................................................................7 - 3
Indicators ...............................................................................................................................................7 - 7
System Lights .................................................................................................................................7 - 7
Network Interface Lights ..............................................................................................................7 - 7
General Troubleshooting ..................................................................................................................... 7 - 8
Critical Problems ...........................................................................................................................7 - 8
Severe Problems ............................................................................................................................. 7 - 9
Moderate Issues ...........................................................................................................................7 - 11
Minor Issues ................................................................................................................................. 7 - 13
Normal System Behaviors ..........................................................................................................7 - 16
How to Contact Technical Support ..................................................................................................7 - 17
By Telephone ................................................................................................................................7 - 17
By Internet ....................................................................................................................................7 - 17
Appendix
Cable Descriptions................................................................................................................. Appendix - 1
Cable Drawings .....................................................................................................................Appendix - 2
LAN Cable ......................................................................................................................Appendix - 2
Composite Video Cable ................................................................................................ Appendix - 3
Q.850 Cause Codes ............................................................................................................... Appendix - 4
Safety and Legal Notices
Index
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1

Introducing the V500 System

Your V500 video conferencing system is a state-of-the-art visual collaboration tool. With crisp, clean video and crystal-clear sound, your V500 system provides the essential tools your home or small business needs for video conferencing over broadband networks.
What’s in this Chapter? Page
Key Features 1-2 Standard System Components 1-5 Optional System Components 1-6
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Administrator’s Guide for the V500 System

Key Features

Rich Conference Experience

Best-in-class video algorithms — The H.264 video algorithm provides
smooth, natural TV-like video.
State-of-the-art audio quality — The V500 system offers Polycom Siren™ 14,
a 14 kHz frequency response that delivers CD-quality sound.
See more with single-monitor systems — Use Dual Monitor Emulation
(split-screen viewing) to see more even when you only have room for one monitor.
Language support — Use the V500 system user interface, remote control, and
web interface in any of twelve languages.

Enhanced User Experience

Customizable home screen — Customize the home screen to support
different types of users:
Novice users — Offer just a few options, so users need little or no training.
Advanced users — Provide a wide range of video conferencing features.
Customizable look and feel Set up the workspace to suit your
environment.
Easy-to-use remote control — Navigate through the configuration screens and
place calls easily using the remote control.
Enter text — Press the number buttons to enter text using the method commonly used with cell phones.
Color-coded buttons — Find buttons for related features quickly since they are color coded.
Separate buttons for calling and hanging up — Call and hang up without confusion even if you have never made a video call before.
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Easy Installation

Chapter 1 - Introducing the V500 System
Many ways to use the directory — Find information in the directory using the
method you find most convenient.
Assign entries to categories — Sort your directory by department or category.
Search by name — Quickly find people by entering the first, middle, or last name.
Find others and let them find you — Register with the Global Directory Se rver an d make it e asy to call oth er registered systems and just as easy for the other registered systems to call you. The system automatically copies the global directory to your system periodically, so entries are always available.
Firewall (UPnP™) support — The V500 system offers support for routers that
support UPnP (Universal Plug and Play) NAT traversal, making video conferencing setup easier for users in homes and small offices.
IP or ISDN calling — The V500 system has a built-in 10/100 Mb Ethernet port
for IP calls. Add the optional single BRI network interface to make calls over your ISDN telephone lines.
Easy configuration wizard — The system setup wizard detects your network
connections and guides you through configuring the system to work on an IP network or ISDN.
Fully broadband capable — The standards-compliant V500 system works
with any other H.323 system.
Auto-sensing power supply — The system automatically adjusts for line
voltages from 90 to 260 V and line frequencies from 47 to 63 Hz.

Security and Network Management

Use AES encryption — Enable the integrated AES encryption to automatically
encrypt calls to other AES-capable systems, without external encryption equipment.
Remote access — Configure, manage, and monitor the system from a remote
computer using the V500 web interface (the system’s web interface), the Polycom Global Management choose not to allow remote management.
Secure system management — The local administrator’s password on the
system prevents others from changing system configuration while allowing you to manage the system.
System, or SNMP. Alternatively, you can
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Administrator’s Guide for the V500 System
Call Detail Reports — Access the system’s call history from the V500 web
interface. You can download the data to a spreadsheet application for sorting and formatting.
Remote diagnostics — Tools in the V500 web interface allow you to identify
and correct issues that affect the video conferencing experience.
SNMP reporting — The V500 system sends SNMP reports to indicate a total
of 31 conditions.
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Standard System Components

This section describes the standard components that come with the V500 system.
Two models of the V500 system are available — IP only, and IP with ISDN.
Name Component Description
V500 System The V500 system delivers high-quality,
Remote Control The remote control is designed to make
Chapter 1 - Introducing the V500 System
face-to-face video communication in a sleek package that includes the camera and microphone.
it easy to set up and operate the system — color-coded buttons correspond to system features.
Composite video cable
LAN cable The LAN cable connects the system to
BRI cable (IP with ISDN
model only) Power supply The power supply connects power to
Documentation Read Me First
The composite video cable is a triple RCA cable with S-video that connects the V500 system to a monitor.
the IP network.
The BRI cable connects the system to the ISDN.
the system.
Setting Up the V500 System
V500 system documentation CD
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Administrator’s Guide for the V500 System

Optional System Components

To extend what you do with your V500 system, the following additional options are available. For information about ordering these options, please see your Polycom distributor.
Single BRI network interface — Connect the system to use ISDN.Headphone — Listen privately by adding your own headphone using the
3.5 mm stereo mini jack.
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2

Setting Up Your System Hardware

This chapter describes how to set up your system with the required components and optional equipment. If you need additional installation information, refer to the system setup document that was provided with your system.
For optional components, you can also refer to the setup sheet that was shipped with the component.
To obtain additional copies of any of these documents, refer to the documentation CD that came with the system or go to the Polycom web site,
www.polycom.com/videodocumentation.
What’s in this Chapter? Page
Standard System Set-up 2-2 Optional Equipment Set-up 2-6
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Administrator’s Guide for the V500 System
1.

Standard System Set-up

This section describes how to connect the components that are required for the basic system set-up. Procedures for connecting additional equipment are in the next section, Optional Equipment Set-up on page 2-6.

Positioning the System

The V500 system is designed for homes, home offices, or small offices.
To position the system:
>> Place the system on top of your monitor. For optimal audio and video
performance, locate the monitor within 5 to 10 feet (1.52 to 3.05 meters) away from the people in the call.
5'-10'
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Connecting the Monitor

You must connect a television monitor to the V500 system. This may be an NTSC or PAL monitor, depending on your system.
To connect a monitor to the system:
1. Connect the monitor to the S-video or composite video outputs on the back of the V500 system.
You must use the same type of connector on the monitor as on the system. For example, if you use the S-video connector on the monitor, use the S-video connector on the system.
Chapter 2 - Setting Up Your System Hardware
DC IN 12V
BRI
LAN
S-video output (preferred)
S-video provides superior video quality, and is recommended.
2. Connect the system’s audio outputs to the monitor’s audio inputs using the red and white connectors on the monitor cable.
After you have finished setting up the system, you will need to configure the monitor’s behavior. Refer to Configuring the TV Monitor on page 4-7.

Connecting the System to the LAN

The steps you need to take to connect to the LAN depend on your network environment. For example, you may have a small office with multiple PCs, a broadband modem, and a router; you may have a broadband modem and one PC in your home; or, you may have another type of network environment altogether.
Composite video output
In all cases, you must first connect the LAN to the system with the LAN cable. If you have a router, gateway, or broadband modem, you must also open the ports used by the V500 system to access the Internet. Once you have done these, refer to the section that pertains to your environment.
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Administrator’s Guide for the V500 System
To connect the system to the LAN:
1. Connect the LAN cable to the LAN connector on the back of the system.
2. Connect the other end of the LAN cable to the LAN.
After you have finished setting up the system, you will need to configure it to work properly in your network. Refer to Configuring Network Use on page 3-1.

Connecting Power

DC IN 12V
BRI
LAN
LAN connector
The V500 system has an external power supply.
Do not use a power supply other than the one supplied with your V500 system. Using the wrong power supply will void the warranty and may damage your system.
To connect power to the system:
1. Connect the power supply to the power connector on the back of the system.
DC IN 12V
BRI
LAN
Power connector
2. Connect the power cord to the power supply.
Do not connect the V500 system power cord to a wall outlet until you have connected all equipment to the system.
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Installing Batteries in the Remote Control

The remote control uses three AAA batteries, which are included with the system.
To install batteries in the remote control:
1. Remove the battery cover from the back of the remote control.
2. Refer to the diagram inside the remote control, and install the batteries in the
orientation shown.
3. Reinstall the battery cover on the remote control.

Powering on the System

After you have connected all your standard and optional equipment, plug the power cord into a wall outlet.
To power on the system:
Chapter 2 - Setting Up Your System Hardware
>> Press the power switch located at the back of the system.
DC IN 12V
BRI
Power switch
LAN
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Administrator’s Guide for the V500 System

Optional Equipment Set-up

This section describes how to connect optional components to the V500 system.

Connecting to a BRI Network Interface

The V500 system is available with the optional BRI network interface, which allows you to make ISDN calls.
You may need an NT-1 device if your site does not use an internal telephone system (PBX). A PBX or an NT-1 device provides the S/T interface that the system’s BRI network interface requires.
To install the BRI network interface:
1. Make sure the system is powered off.
2. Connect the BRI cable from the BRI connector on the back of the system to
ISDN or to your NT-1 device, as appropriate.
3. If you are using an NT-1 device, connect it to the ISDN.

Connecting Headphones

You can connect headphones to the V500 system to listen to your calls privately.
To connect headphones to the system:
>> Connect the headphone cable to the headphone jack on the back of the system.
BRI
BRI connector
BRI
Headphone jack
DC IN 12V
LAN
DC IN 12V
LAN
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3

Configuring Network Use

This chapter lists the information you need to get your network ready for video conferencing. Once you’ve gathered that information, you can begin configuring the system’s network options. Details on how to perform this configuration are also included in this chapter.
When you power on your system for the first time, the setup wizard detects the system’s IP and ISDN connections and leads you through the minimum configuration steps required to place a call.
If you need to change any of the initial settings to accommodate your environment, you can manually adjust them using the screens described in this chapter.
Note that if you establish an administrator’s password during the setup wizard, you will need to enter it each time you wish to change advanced settings.
What’s in this Chapter? Page
Getting the Network Ready 3-2 Network Connectivity Checklist 3-2 Configuring with the Setup Wizard 3-3 Configuring LAN Properties 3-4 Configuring IP Network Support 3-6 Configuring ISDN Support 3-13 Configuring Call Preferences 3-14 Configuring the Global Directory 3-16 Placing a Test Call 3-17 Checking System Status 3-18 Keeping your Software Current 3-19
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Administrator’s Guide for the V500 System

Getting the Network Ready

Before you begin configuring the network options, you must make sure your network is ready for video conferencing.
To begin, refer to the Preparing Your Network for Collaboration document, available at www.polycom.com/videodocumentation. This document contains information you need to prepare your network, such as worksheets that will help you order ISDN.

Network Connectivity Checklist

You may need this information to make and receive video calls at your site:
If: This information: Should be provided by your:
Your system is using a static IP address
Your network uses a gatekeeper
Your system is behind a firewall
You are using BRI ISDN address ISDN Service Provider You are using ISDN and
are in North America You are using ISDN ISDN switch protocols ISDN Service Provider
IP address IP Network Service Provider
Gatekeeper address IP Network Service Provider
Firewall information IP Network Service Provider
SPIDs ISDN Service Provider
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Configuring with the Setup Wizard

When you power on your system for the first time, the setup wizard detects the system’s IP and ISDN connections and leads you through the minimum configuration steps required to place a call. If you need more information about these steps, refer to the corresponding sections in this chapter.
The setup wizard enables you to set an administrator password, which allows you to limit access to the Admin Settings. The administrator password may contain letters and numbers, but no other characters.
The default administrator password is the system’s serial number. If you change the password, make sure you remember it. If you f orget the passw ord, you will hav e to reset the system, delete the system files, and run the setup wizard again in order to access the Admin Settings and reset the password. You cannot set the administrator password from a remote location.
You can run the setup wizard or view the configuration screens in either of these two ways.
Chapter 3 - Configuring Network Use
In the room with the system — Use the remote control to navigate the screens
and enter information. You can use the number pad on the remote control to enter text just like you can with a cell phone.
From a remote location — Use a web browser to access the V500 web interface.
To do this, you need to know the IP address of the system. Polycom recommends using Microsoft® Internet Explorer 6.0 or later.
You can use the web interface to configure all of the system settings except the remote management settings, which must be configured on the local system.
To access the system via the V500 web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the IP address of the system (for example,
http://255.255.255.255) to go to the V500 web interface.
3. Enter your user name and the password, if a password has been established.
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Administrator’s Guide for the V500 System

Configuring LAN Properties

If your system is part of a LAN, use this section to configure the system to work with the LAN.
Before you Begin
If you are connecting the system via a modem, you need to request an additional public IP address from your Internet service provider.
Your service provider will provide you with one of these IP addresses:
Static IP address – The address is reserved for your system and will not
change. When you configure the LAN properties of the system, choose the Enter IP Address Manually option.
Your service provider should also provide you with the DNS server address, default gateway address, subnet mask, and WINS server IP address.
Dynamic IP address – The address is obtained from your service provider’s
DHCP server, and therefore may change. When you configure the LAN properties of the system, choose the Obtain IP Address Automatically option.
To configure LAN properties:
1. Go to System > Admin Settings > LAN Properties.
2. Configure these settings:
Setting Description
Connect to my LAN Specifies whether the system is part of the LAN. Allow IP Calls Enables the system to make and receive IP calls. Host Name Indicates the system’s DNS name.
If you change the Host Name, the system restarts.
IP Address Specifies how the system obtains an IP address.
Obtain IP Address Automatically — Select if the system gets an IP address from the DHCP server on the LAN.
Enter IP Address Manually — Select if the IP address will not be assigned automatically.
Your IP Address is or Use the Following
IP Address
If the system obtains its IP address automatically, this area displays the IP address currently assigned to the system.
If you selected Enter IP Address Manually, enter the IP address here.
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Chapter 3 - Configuring Network Use
Setting Description
Domain Name Displays the domain name currently assigned to the system.
If the system does not automatically obtain a domain name, enter one here.
DNS Servers Displays the DNS servers currently assigned to the system.
If the system does not automatically obtain a DNS server address, enter up to four DNS servers here.
Default Gateway Displays the gateway currently assigned to the system.
If the system does not automatically obtain a gateway IP address, enter one here.
Subnet Mask Displays the subnet mask currently assigned to the system.
If the system does not automatically obtain a subnet mask, enter one here.
WINS Server Displays the WINS server currently assigned to the system.
If the system does not automatically obtain a WINS server IP
address, enter one here. WINS Resolution Sends a request to the WINS server for WINS name resolution. LAN Speed Specify the LAN speed to use. Note that the speed you choose
must be supported by the switch.
Choose Auto to have the network switch negotiate the speed
automatically. If you choose 10 Mbps or 100 Mbps, you must also
select a duplex mode. Duplex Mode Specify the Duplex mode to use. Note that the Duplex mode you
choose must be supported by the switch.
Choose Auto to have the network switch negotiate the Duplex
mode automatically.
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Administrator’s Guide for the V500 System

Configuring IP Network Support

Use the following sections to configure the system so that you can place and receive video calls using IP on your LAN or WAN:
H.323 Settings, including Gatekeeper and GatewaySIP SettingsQuality of ServiceFirewall or NAT

Specifying H.323 Settings

If your network uses a gatekeeper, the system can automatically register its H.323 name and extension. This allows others to call the system by entering the H.323 name or extension instead of the IP address.
To specify H.323 settings:
1. Go to System > Admin Settings > Network > IP > H.323 Settings.
2. Configure these settings:
Setting Description
Enable IP H.323 Specifies whether to allow IP dialing. Display H.323
Extension
H.323 Name Specifies the name that gatekeepers and gateways use to identify
H.323 Extension (E.164)
Lets you place a gateway call by entering the H.323 extension
separately from the gateway ID.
If you do not check this box, you can make gateway calls by
entering the call information in this format:
gateway ID + TCS4 delimiter + extension
Check with your network provider to determine your TCS4
delimiter.
this system. You can make point-to-point calls using H.323 names
if both systems are registered to a gatekeeper.
The H.323 Name is the same as the System Name, unless you
change it. Your dial plan may define the names you can use.
Lets you place point-to-point calls using the extension if both
systems are registered with a gatekeeper.
The default H.323 Extension is based on the system serial
number, but it can be change d. Your dial plan may define the
extensions you can use.
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Configuring the System to Use a Gatekeeper
A gatekeeper supervises network traffic and manages functions such as bandwidth control and admission control. The gatekeeper also handles address translation, which allows you to make calls using static aliases instead of IP addresses that may change each day.
To configure the system to use a gatekeeper:
1. Go to System > Admin Settings > Network > IP > H.323 Settings.
2. Select and configure these settings:
Setting Description
Use Gatekeeper Specifies whether to use a gatekeeper. Gateways and
gatekeepers are required for calls between ISDN and IP networks.
Off — Calls do not use a gatekeeper.
•Auto — System automatically finds an available gatekeeper.
Specify — Calls use the specified gatekeeper. Enter the
gatekeeper’s IP address or name (for example, gatekeeper.companyname.usa.com or 255.255.255.255).
Chapter 3 - Configuring Network Use
H.323 Name Specifies the name that gatekeepers and gateways use to identify
this system. You can make point-to-point calls using H.323 names
if both systems are registered to a gatekeeper.
The H.323 Name is the same as the System Name, unless you
change it. Your dial plan may define the names you can use. H.323 Extension
(E.164)
Outbound Call Route
Gatekeeper IP Address
Alternate Gatekeepers
Lets you place point-to-point calls using the extension if both
systems are registered with a gatekeeper.
The default H.323 Extension is based on the system serial
number, but it can be change d. Your dial plan may define the
extensions you can use.
For systems using a gatekeeper, specifies whether calls initiated
by this system should be handled as IP calls sent through a
gateway or as ISDN.
If you chose to use an automatically selected gatekeeper, this
area displays the gatekeeper’s IP address.
If you chose to specify a gatekeeper, enter the IP address here.
If you chose to specify a gatekeeper, you can specify other
gatekeepers that the system can use if the primary gatekeeper is
not available.
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Administrator’s Guide for the V500 System
Configuring the System to Use a Gateway
A gateway performs code and protocol conversion between IP networks and ISDN, so that users on different networks can call one another. If the system is configured to use a gateway, you must also configure it to use a gatekeeper.
To configure the system to use a gateway:
1. Go to System > Admin Settings > Network > IP > H.323 Settings.
2. Select twice and configure these settings:
Setting Description
Country Code Specifies the country code for the system’s location. Area Code Specifies the area or city code for the system’s location. Number Specifies the gateway’s number. H.323 Extension
(E.164)
Gateway Number Type
Number of Digits in DID Number
Number of Digits in Extension
Lets you place point-to-point calls using the extension if both
systems are registered with a gatekeeper.
The default H.323 Extension is based on the system serial
number, but it can be changed.
Specifies the number type users enter to call this system:
Direct Inward Dial (DID) — Users enter an internal extensi on to call this system directly.
NOTE: If you choose this option, you must also register the number with the gatekeeper as an E.164 alias.
Number + Extension — Users enter the gateway number and the system’s extension to call this system.
Specifies the number of digits in the DID number. The national or regional dialing plan for your location determines
the standard number of digits. For instance, the US standard is 7 digits.
Specifies the number of digits in the extension used when Number + Extension is selected.
Your organization’s dial plan determines this number.
3. Select and enter a prefix or suffix for each bandwidth you want to allow for gateway calls.
Be sure to configure the gateway to use the same prefixes and suffixes you define for the system.
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Specifying SIP Settings

If your network supports the Session Initiation Protocol (SIP), you can use SIP to connect IP calls.
To specify SIP Settings:
1. Go to System > Admin Settings > Network > IP > SIP Settings.
2. Configure these settings:
Setting Description
Enable SIP Allows the system to make calls using SIP. Transport Protocol Indicates the protocol the system uses for SIP signalling.
Chapter 3 - Configuring Network Use
The SIP network infrastructure in which your V500 system is operating determines which protocol is required. For example, if your V500 system is operating in a Microsoft Live Communication Server (LCS) SIP network, choose TCP. If your V500 system is operating in a Nortel Multimedia Communication Server (MCS) SIP network, choose UDP.
Password Specifies the password that authenticates the system to the
Registrar Server.
User Name Specifies the system’s SIP name. If you leave this field blank, the
system’s IP address is the SIP user name.
Proxy Server Specifies the DNS name or IP address of the SIP Proxy Server. If
you leave this field blank, no proxy server is used. By default, the SIP signalling is sent to port 5060 on the proxy
server. To specify a different port, add it to the address as shown here:
255.255.255.255:5070
Registrar Server Specifies the name or IP address of the SIP Registrar Server.
By default, the SIP signalling is sent to port 5060 on the registrar server. To specify a different port, add it to the address as shown here:
255.255.255.255:5070
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Administrator’s Guide for the V500 System

Specifying Quality of Service

Set the Quality of Service options for the way your network handles IP packets during video calls.
To specify Quality of Service:
1. Go to System > Admin Settings > Network > IP > Quality of Service.
2. Configure these settings:
Setting Description
Type of Service Specifies your service type and lets you choose how to set the
priority of IP packets sent to the system for video, audio, and far-end camera control:
IP Precedence — Represents the priority of IP packets sent to the system. The value can be between 0 and 5. If this option is selected, enter the value in the Type of Service Value field.
DiffServ — Represents a priority level between 0 and 63. If this option is selected, enter the value in the Type of Service Value field.
Type of Service Value
Enable PVEC Allows the system to use PVEC (Polycom Video Error
Dynamic Bandwidth
Maximum Transmit Bandwidth
Maximum Receive Bandwidth
If the system is connected to the Internet via DSL or a cable modem, it is useful to set maximums for transmitting and receiving bandwidth. DSL and cable modems typically allow for faster download (receive) speeds compared to upload (transmit) speeds, and so these settings provide an opportunity to regulate differences.
Specifies the IP Precedence or Diffserv value for Video, Audio, and Far-End Camera Control.
Concealment) if packet loss occurs. Specifies whether to let the system automatically find the optimum
line speed for a call. Specifies the maximum transmit line speed between 48 Kbps and
512 Kbps. Specifies the maximum receive line speed between 48 Kbps and
512 Kbps.
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Chapter 3 - Configuring Network Use

Configuring the System for Use with a Firewall or NAT

A firewall protects your network by controlling data traffic from outside the network. Unless the firewall is designed to work with H.323 video conferencing equipment, you must configure the system and the firewall to allow video conferencing traffic to pass in and out of the network.
Network Address Translation (NAT) network environments use private internal IP addresses for devices within the network, while using one external IP address to allow devices on the LAN to communicate with other devices outside the LAN. If yo ur syst em is connec ted t o a LA N that u ses a NAT, you will need to ent er th e NAT public (WAN) address so that your system can communicate outside the LAN.
To set up the system to work with a firewall or NAT:
1. Go to System > Admin Settings > Network > IP > Firewall.
2. Configure these settings:
Setting Description
Fixed Ports Lets you specify whether to define the TCP and UDP ports.
If the firewall is not H.323 compatible, enable this option. The
V500 system assigns a range of ports starting with the TCP and UDP ports you specify. The system defaults to a range beginning with port 3230 for both TCP and UDP.
NOTE: You must open the corresponding ports in the firewall. You must also open the firewall’ s TCP port 1720 to allow H.323 traffic.
If the firewall is H.323 compatible or if the system is not
behind a firewall, disable this option.
TCP Ports UDP Ports
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Lets you specify the beginning value for the ra nge of TCP and UDP ports used by the system.
NOTE: You must also open the firewall’s TCP port 1720 to allow H.323 traffic.
Administrator’s Guide for the V500 System
Setting Description
NAT Configuration Lets you specify whether the system should determine the
NAT Public WAN Address automatically.
If the system is behind a NA T that allows HTTP traffic, select
Auto.
If the system is behind a NAT that does not allow HTTP
traffic, select Manual.
If the system is not behind a NAT or is connected to the IP
network through a Virtual Private Network (VPN), select Off.
If the system is behind a firewalled NAT router that is
UPnP™ (Universal Plug and Play) certified, select UPnP. Many routers used in homes and small businesses support
UPnP NAT traversal. If this is your situation, try selecting UPnP first. If this selection does not work for your router, select Auto or Manual.
NAT Public (WAN) Address
Displays the address that callers from outside the LAN use to call your system. If you chose to configure the NAT manually, enter the NAT Public Address here.
NAT is H.323 Compatible
Address Displayed in Global Directory
Specifies that the system is behind a NAT that allows HTTP traffic.
Lets you choose whether to display this system’s public or private address in the Global Directory.
Configure the V500 system for specific products as follows:
If you use this type of NAT or firewall: Configure your V500 system this way:
Use Fixed Ports System is
Behind a NAT
Cisco® PIX NOTE: Do not select the
Fix Up H.323 feature. Cisco® Router NAT No No No Linksys Netgear SMC® Barricade™ Yes Yes No
®
®
®
Yes Yes No
Yes Setting is ignored No No No Yes
NAT is H.323 Compatible
Systems deployed outside a firewall are potentially vulnerable to unauthorized access. Visit the Polycom Security Center at www.polycom.com for timely security information. You can also register to receive periodic email updates and advisories.
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Configuring ISDN Support

The V500 system supports the BRI network interface for ISDN calling.
The system automatically detects the type of interface installed and displays only the required configuration screens.

Configuring the BRI Network Interface

To configure the ISDN interface settings:
1. Go to System > Admin Settings > Network > ISDN.
2. Configure these settings:
Setting Description
Enable ISDN H.320 Allows this system to make H.320 (ISDN) calls.
Chapter 3 - Configuring Network Use
Outside Line Dialing Prefix
ISDN Switch Protocols
ISDN Voice Algorithm
Auto BRI Configuration
Specifies the ISDN dialing prefix used to call outside the network.
Specifies the protocol used by your network’s switch.
Specifies which voice algorithm (Alaw or uLaw) is used for ISDN voice calls.
Do not change this setting unless you experience audio issues in all ISDN voice calls.
Allows the NI-1 switch to automatically configure the directory numbers and SPIDs.
This setting is only available if you have selected the NI-1 switch protocol.
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Administrator’s Guide for the V500 System
3. Select and configure these settings:
Setting Description
Area Code Specifies the area code for this system’s location. Directory Numbers Specifies the numbers assigned to the B1 and B2 channels for the
Enable Specifies whether to enable the ISDN line.
The ISDN BRI Numbers screen also displays the country selected as the system’s location and the Country Code used for international calls to the system. To specify the system’s location, go to System > Admin Settings > General Settings > Location. The system automatically supplies the country code when you specify the country.
BRI line. The two numbers for a line may be the same or different,
depending on the switch protocol in use.
If you selected the Standard ETSI Euro ISDN protocol, you must enable the BRI line.
4. If you have configured
the ISDN switch protocol to be AT&T 5ESS Multipoint,
NI-1, or Nortel DMS-100, select and enter the ISDN BRI SPIDs provided by your service provider.
After you enter the SPIDs, the system verifies them. If the system is unable to verify the SPIDs, make sure the system is connected and that the ISDN numbers you entered are correct.
If you do not have the SPIDs from your service provider, you can click Start to Auto-Detect SPIDs.

Configuring Call Preferences

Call preferences help you manage the network bandwidth used for calls. You can specify the default and optional call settings for outgoing calls. You can also limit the call speeds of incoming calls.
To choose call preferences:
1. Go to System > Admin Settings > Network > Call Preference.
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Chapter 3 - Configuring Network Use
2. Configure these settings:
Setting Description
Enable H.329 Specifies standards-based People + Content data collaboration. Enable IP H.323 Allows the system to make IP calls. Enable SIP Allows the system to use SIP when connecting IP calls. Enable ISDN H.320 Allows the system to make ISDN calls. Enable Voice Over
ISDN
Allows the system to make voice-only calls to phones connected to an ISDN network, such as an organization’s PBX.
3. Select to go to the Network Dialing screen and specify the dialing order preference between IP and ISDN.
If the sites in your directory have both IP and ISDN numbers, these settings determine your network preferences for placing the call.
4. Select to go to the Preferred Speeds screens and configure these settings:
Setting Description
Preferred Speed for Placing Calls
Maximum Speed for Receiving Calls
Determines the speeds that will be used for calls from this system when:
Call Quality is set to Auto on the home screen and Directory screen
The Call Quality option is not available for users
If the far-end system does not support this quality, the system automatically negotiates a lower quality.
Allows you to restrict the bandwidth used when receiving calls. If the far site attempts to call the system at a higher speed than
selected here, the call is re-negotiated at the speed specified in this field.
5. Select to go to the Call Speeds screen and specify the call speeds to make available to users, if you are allowing them to choose speeds on a call-by-call basis.
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Administrator’s Guide for the V500 System

Configuring the Global Directory

If you use the Polycom Global Management System, you can configure your system to use the Global Directory. The Global Directory provides a list of other systems that are registered with the Global Directory Server and are available for calls. The other systems appear in the Directory, allowing you to place calls to other users by selecting their names.

Configuring the Directory Server Settings

To configure the Directory Server settings:
1. Go to System > Admin Settings > Global Services > Directory Servers.
2. Configure these settings:
Setting Description
Global Directory (GDS)
Register Registers this system with the Global Directory Server. Password Lets you enter the Global Directory password, if there is one. Display Global
Addresses Display Name in
Global Directory Save Global
Directory to System
Specifies the IP address or DNS address of the Global Directory Server. You can enter up to five addresses.
Displays other registered systems in the Global Directory.
Specifies whether to display the system’s name in the Global Directories of other registered systems.
Copies the Global Directory to this local system.
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Setting the Dialing Rules

If your system is connected to a private network and also to a public network, you may need to specify the codes and prefixes necessary for dialing other systems.
To set the dialing rules:
1. Go to System > Admin Settings > Global Services > Dialing Rules.
2. Configure these settings:
Setting Description
Chapter 3 - Configuring Network Use
Always Dial Area Code
Dial 1+ for all USA calls

Placing a Test Call

When you finish configuring the system, you can use one of the sample numbers in the directory to test your setup.
To place a test call:
1. On the Place a Call screen, select .
2. Select Category.
3. Select Sample Sites and highlight a location.
4. Press on the remote control.
Specifies that calls to sites in the same area code must include the area code.
Specifies that calls to systems in the United States must include a “1” before the area code.
You can also find a list of worldwide numbers that you can use to test your V500 system at
www.polycom.com/videotest.
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Administrator’s Guide for the V500 System
If you have trouble making video calls:
Make sure the number you dialed is correct, then try the call again. For
example, you may need to dial 9 for an outside line or include a long distance access code or country code.
To find out if the problem exists in your system, ask the person you were trying
to reach to call you instead.
Find out if the system you are calling has its power turned on and is
functioning properly.
If you can make calls but not receive them, make sure that your system is
configured with the correct number.

Checking System Status

The System Status screen provides detailed information about system settings, IP and ISDN connections, time server connections, and other information that is important to the functioning of the system. For an explanation of any of the status items, select the item and press on the remote.
When there is a change in system status or a potential problem, you see an alert at the bottom of the Place a Call screen.
To view System Status information:
>> Go to System > Diagnostics > System Status.
To get information about a status message:
>> Select the status message and press or on the remote control.
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Keeping your Software Current

If you have Internet access, you can use the web-based Softupdate application to upgrade the system software. If you do not have Internet access, your reseller can supply you with the updated software on CD-ROM.
Before you begin, read the Release Notes, available at www.polycom.com/videosoftware, for the latest information about this software version.
To upgrade your software via the Internet:
1. From your PC, go to www.polycom.com/videosoftware.
2. Log in to the Polycom Product Resource Center, find your product page, and
download the software update file in .zip format.
3. Double-click the software.zip file to extract the file.
Chapter 3 - Configuring Network Use
4. Double-click Softupdate.exe.
5. Click Softupdate, then enter the IP address of the system you want to update.
Enter the administrator password, if required, and click OK to begin the upgrade.
6. On the Options tab of the Softupdate application, select the other actions you want to occur during the update:
Remove Address Book — Check this option to delete your existing
directory before the update.
Remove System Files — Check this option to delete your existing system
files before installing new system files.
7. Click Continue to upgrade the software.
Caution
Do not power off the system during the software upgrade process. If the upgrade is interrupted, the system reverts to its original software version.
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Administrator’s Guide for the V500 System
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4

Designing the User Experience

Everybody who uses the Polycom V500 system has different needs. That’s why your system has a customizable user interface. You can design the video conferencing experience to meet your needs and the needs of any other users who use the system.
You can customize the behavior of the system, and then build in various access levels for the different users, depending on how much or how little you want them to change system behaviors.
When you set up the system for the first time, the system is configured with the most commonly used settings. If you need to change any of these initial settings, you can adjust the screen settings as described in this chapter.
If you established an administrator’s password during the initial configuration, you must enter it each time you change advanced settings.
What’s in this Chapter? Page
Managing User Access to Settings and Features 4-2 Designing Video Behaviors 4-6 Designing General System Behaviors 4-11 Customizing the Workspace Appearance 4-16 Configuring Closed Captioning 4-22 Getting Started with Calling 4-25
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Administrator’s Guide for the V500 System

Managing User Access to Settings and Features

You can manage access to various settings and features by using passwords and by configuring the system to show only those options you want other users to see.
To maintain this security level: You can allow users to:
High (Kiosk mode)
Medium Place calls using the restrictions you specify for length of call,
Low Configure user settings.
Very low Configure all system settings.

Setting the Admin Password

Set an administrator’s password to restrict who can:
Make changes other than those in the User Settings screenUpdate the software Perform remote management using the V500 web interface
Call only the numbers you specify on the home screen. See Using the System for Specialized Applications on
page 4-5 and Designing the Home Screen on page 4-17.
type of call, and use of the directory. See Limiting What Users Can Do With the System on
page 4-5.
See Letting Users Customize the Workspace on page 4-4.
To set or change the Admin Password:
1. Go to System > Admin Settings > General Settings > Security.
2. Enter or change the password. You may use letters and numbers, but no other
characters.
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Chapter 4 - Designing the User Experience
To reset a forgotten Admin Password:
1. Get the system’s serial number from the system or from the System Information screen.
2. Go to System >Diagnostics > Reset System.
3. Enter the system’s serial number and select Delete System Settings.
4. Select Reset System.
When the system completes the reset, it leads you through the setup wizard. You can enter a new Admin Password when you set up the system.

Screens that Require the Admin Password for Access

The following diagram shows top-level system screens. All screens within Admin Settings require the administrator’s password.
Admin Settings Diagnostics
General Settings Network LAN PropertiesAudioCameraMonitor Global Services
System Settings Home Screen Settings Security Location
IP
ISDN
Call Preference
Recent Calls
H.323 Settings
SIP Settings Quality of Service Firewall
System Information Utilities
User Settings
Directory Servers Dialing Rules SNMP
Management Servers Account Validation My Information
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Administrator’s Guide for the V500 System

Letting Users Customize the Workspace

You can allow other users of the V500 system to change common user preferences by providing access to the User Settings screen.
To allow users to customize the workspace:
1. Go to System > Admin Settings > General Settings > Security.
2. Check the Allow Access to User Settings option to make the User Settings
button available to users on the System screen.
User Settings contains the following options:
Backlight CompensationCamera BrightnessMeeting PasswordAuto-Answer Point to PointMute Auto-Answer CallsPIPKeypad Audio ConfirmationColor SchemeFar Site Name Display TimeDual Monitor EmulationAllow Video Display on Web
These options are also available to the administrator on the Admin Settings screens.
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Limiting What Users Can Do With the System

You can limit what you allow other users to do with the system by configuring the following:
Maximum Time in Call — If you want to specify the maximum time a call can
last, go to System > Admin Settings > General Settings > System Settings > Call Settings and enter the maximum call length allowed.
Allow Directory Changes — If you do not want anyone to save changes to the
local directory of the system, go to System > Admin Settings > General Settings > System Settings > Directory and clear this option.

Using the System for Specialized Applications

You can customize the system to show only a specific set of numbers to call. This mode, also known as “kiosk mode,” can be used for specialized applications, such as customer query stations or systems used for calling the same numbers on a regular basis. Kiosk mode requires little or no training and instructions can be incorporated into the screen design.
Chapter 4 - Designing the User Experience
See Designing the Home Screen on page 4-17 for more details about the kiosk mode and its applications.
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Administrator’s Guide for the V500 System

Designing Video Behaviors

You can configure the following video behaviors to accommodate your environment:
Camera SettingsTV MonitorDual Monitor EmulationMonitor’s Color Balance

Configuring Camera Settings

The Camera screen lets you specify camera settings.
To configure camera settings:
1. Go to System > Admin Settings > Camera.
2. Configure these settings:
Setting Description
Backlight Compensation
Camera Brightness
Specifies whether to have the camera automatically adjust for a light background. Backlight compensation is best used in situations where the subject appears darker than the background.
Specifies how much light is let into the camera’s iris. A low n umber allows in less light; a high number allows in more light.
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Configuring the TV Monitor

The V500 system allows you to customize the display to suit your room and equipment configuration.
To configure the TV monitor:
1. Go to System > Admin Settings > Monitor.
2. Configure these settings:
Setting Description
Monitor Specifies the monitor’s aspect ratio:
Chapter 4 - Designing the User Experience
•4:3 — Select if you are using a regular TV monitor.
•16:9 — Select if you are using a wide screen monitor and
configuring for dual-monitor emulation.
You can set a wide-screen monitor to 16:9 to resize the UI screens even if you do not configure it for dual-monitor emulation. The far-site video is displayed in the same way for both settings.
NOTE: If you select 16:9, you will also need to set up the monitor for full-screen display. In the monitor’s setup menu, choose the setting that stretches the picture uniformly without clipping the edges.
Use this setting: Not this setting:
PIP Specifies PIP (Picture-in-Picture) behavior:
•On — The PIP window stays on for the duration of the call.
•Off — The PIP window is not displayed during the call.
•Auto — The PIP window is displayed when a user picks up the
remote. NOTE: PIP settings are also available in the User Settings screen. Users can turn the PIP on or off and change its location on the
screen using the PIP button on the remote control.
Display Icons in a Call
Snapshot Timeout
Dual Monitor Emulation
Specifies whether to display all on-screen graphics, including icons and help text, during calls.
Lets you choose whether to have snapshots time out after a period of four minutes, after which the system returns to live video.
If you want to return to live video before four min utes hav e elapsed, press the Near button on the remote control twice.
Specifies whether both sites are displayed in a split-screen mode when using one monitor.
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Administrator’s Guide for the V500 System
Using Dual Monitor Emulation
With Dual Monitor Emulation, you see both near and far sites on one monitor in two different views. During presentations, you see content and the near and far site s.
Setting Up On the monitor’s setup menu, select the full-screen setting that
Using in a Call
Near and far site are the same size
and appear side by side.
stretches the picture uniformly, without clipping. On the TV Monitor screen:
1. If you are using a wide screen monitor, set Monitor to 16:9. Otherwise, set Monitor to 4:3.
2. Select Dual Monitor Emulation.
Call connects
Far site Near site
Near site presses PIP
Size of far site window increases.
Far site presents to near site
Content, near site, and far site are displayed in
dual monitor emulation mode.
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Adjusting the Monitor’s Color Balance

In most cases, the monitor you connect to your system provides natural color without any adjustment. Depending on your environment as well as the model of monitor, however, the video may exhibit one of these problems:
Picture is too darkColors appear fadedPicture has too much of one color — for example, the picture may appear
greenish
If you notice any of these, the monitor needs to be adjusted.
To adjust the monitor for natural color:
1. Go to System > Diagnostics > Video.
2. Select the Color Bars icon to display the color bar test screen.
3. Adjust the color using the monitor’s controls for color, contrast, and
brightness. Your monitor may also have controls for tint and temperature.
Chapter 4 - Designing the User Experience
4. When the colors look right on the test screen, press the Near button on the remote control to stop the Color Bars test and show video of the room.
5. If the color appears natural, you do not need to make further adjustments. If the color still needs adjustment, use the monitor’s controls to make small adjustments until the picture appears natural.

Designing Audio Behaviors

This section describes how to configure the audio behaviors of the V500 system, including:
General Audio SettingsVolume on an External Audio System
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Administrator’s Guide for the V500 System

Configuring General Audio Settings

To configure general audio settings:
1. Go to System > Admin Settings > Audio.
2. Configure these settings:
Setting Description
Master Audio V olume Sets the volume level for audio from the far site. Sound Effects
Volume Incoming Video Call Specifies the ring tone used for incoming calls. User Alert Tones Specifies the tone used for user alerts. Bass Sets the volume level for the lower frequencies without changing
Treble Sets the volume level for the higher frequencies without
Mute Auto-Answer Calls
Enable Internal Ringer
Sets the volume level of the ring tone and user alert tones.
the master audio volume.
changing the master audio volume. Specifies whether to mute incoming calls.
If you select this option, incoming calls are muted until you press the Mute button on the remote control.
Specifies an additional ring tone when receiving an incoming call.
The ringer is built into the system and will alert you to incoming calls even if the TV monitor connected to the system is powered off.

Setting the Volume on an External Audio System

If you have connected an external audio system, you may need to adjust its volume.
To set the volume:
1. Go to System > Diagnostics > Audio > Speaker Test.
2. Adjust the external audio system’s volume so that the tone is as loud as a
person talking in the room.
After you do this, you can adjust volume levels using the V500 system’s remote control.
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Designing General System Behaviors

You can configure the following general system behaviors to accommodate the needs of your organization:
Call SettingsRemote Control BehaviorDirectory SettingsCall Answering ModeAES EncryptionPasswords and Security OptionsDate, Time, and System Location

Configuring Call Settings

Chapter 4 - Designing the User Experience
The Call Settings screens provide access to high-level options for the entire system. For convenience, some of the User Settings options are repeated on these screens.
To configure call settings:
1. Go to System > Admin Settings > General Settings > System Settings > Call Settings.
2. Configure these settings:
Setting Description
Maximum Time in Call
Auto-Answer Point to Point
Display Time in Call Specifies whether to display the elapsed time or the local time
Call Detail Report Specifies whether to generate a report of all calls made with the
Enter the maximum number of minutes allowed for call length. When that time has expired, you see a message asking you if you
want to hang up or stay in the call. If you do not answer within one minute, the call automatically disconnects. If you choose to stay in the call at this time, you will not be prompted again.
Specifies whether to answer incoming point-to-point calls automatically.
during a call. You can also choose not to display the time.
system. When selected, details for all calls can be viewed via the V500 web interface and downloaded as a .csv file.
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Administrator’s Guide for the V500 System
Setting Description
Recent Calls Specifies whether to display the Recent Calls button on the home
screen. The Recent Calls screen lists the site number or name, the date and time, and whether the call was incoming or outgoing.
NOTE: If the Call Detail Report option is not selected, the Recent Calls option is not available.
Far Site Name Display Time
Specifies the time period the far-site name appears on screen when calls first connect.

Configuring Remote Control Behavior

You can customize the behavior of the remote control to support the your environment.
To configure remote control behavior:
1. Go to System > Admin Settings > General Settings > System Settings > Remote Control.
2. Configure these settings:
Setting Description
Keypad Audio Confirmation
Remote Control Keypad
Specifies whether to play a voice confirmation of numbers selected with the remote control.
Specifies whether the camera moves to presets or creates DTMF tones when the remote control keypad buttons are pressed.

Configuring Directory Settings

You can customize the behavior of the Directory on the Directory screen.
To configure system settings:
1. Go to System > Admin Settings > General Settings > System Settings > Directory.
2. Configure these settings:
Setting Description
System Name Enter or change the system name in this field. This name appears
on the screen for the far site when you are making calls.
Allow Directory Changes
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Specifies whether you can save changes you make to the directory.
Setting Description
Chapter 4 - Designing the User Experience
Confirm Directory Additions
Confirm Directory Deletions
Specifies whether you are prompted to confirm new directory entries when saving the information for the last site called.
Specifies whether you are prompted to confirm deletions of directory entries.

Setting the Call Answering Mode

You can choose to answer calls automatically or manually, or you can set the system to automatically refuse any incoming calls.
To set the call answering mode:
1. Go to System > Admin Settings > General Settings > System Settings > Call Settings.
2. Select Auto-Answer Point to Point.
3. Select one of the following:
•Yes – Answers calls automatically.
•No – Enables you to answer calls manually.
•Do Not Disturb – Refuses incoming calls automatically. The caller receives
a message that the site is unavailable.
Automatically answering calls is convenient, but keep in mind that an unexpected caller could interrupt you or see and hear you without your knowledge. If you still want to automatically answer calls but you want to pre vent incoming callers from seeing and hearing you, you can choose to mute all automatically answered calls and mak e sure your lens cover is closed.

Enabling AES Encryption

AES encryption is a standard feature on all V500 systems.
To enable AES encryption:
>> Go to System > Admin Settings > General Settings > Security and select AES
Encryption.
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Administrator’s Guide for the V500 System

Setting Passwords and Security Options

You can enter or change the administrator and meeting passwords as well as specify whether to allow remote access to the system.
To set passwords and security options:
1. Go to System > Admin Settings > General Settings > Security.
2. Configure these settings:
Setting Description
Admin Password Enter or change the Admin password.
When the Admin password is set, you must enter this password to:
Make configuration changes not in the User Settings screen.
Update the software.
Manage the system using the V500 web interface.
Meeting Password Enter or change the meeting password, if any. Allow Access to
User Settings
AES Encryption Specifies whether to encrypt calls with other sites that support
Enable Remote Access
Web Access Port Specifies the port to use when accessing the system using the
Allow Video Display on Web
Specifies whether the User Settings screen is accessible to users via the System screen.
Uncheck this option if you do not want users to change environmental settings.
AES encryption. Specifies whether to allow remote access to the system by:
FTP
Web
Telnet
SNMP
You may select any of these, or an y combination of them. NOTE: The system reboots if you change the remote access
settings.
V500 web interface. If you change this from the default (port 80), you will need to
include the port number with the IP address when you use the V500 web interface to access the system. This makes unauthorized access more difficult.
Specifies whether to allow administrators to view the room where the system is located using the V500 web interface.
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Setting Date, Time, and Location

You can update the system with regional settings, including the location-specific language and calling parameters.
To set the date, time, and location:
1. Go to System > Admin Settings > General Settings > Location.
2. Configure these settings:
Setting Description
Country Specifies the country where the system is located.
Changing the country automati cally adjusts the country code
associated with your system number. Language Sets the language for the user interface . Country Code Specifi es the country code for the system location. Area Code Required Specifies if an area code is required to place ISDN calls in the
specified country.
Chapter 4 - Designing the User Experience
ISDN International Access
Room Telephone Number
Specifies the international code required for placing ISDN calls
from the system location to another country.
Indicates the telephone number of the room where the system is
located.
3. Select and configure these settings:
Setting Description
Date Format and Time Format
Daylight Saving Time Specifies whether it is daylight saving time. Time Difference from
GMT Display Time in Call Specifies the time display in a call:
Time Server Specifies connection to a time server for automatic system time
Specifies your format preference for the date and time display
and lets you enter your local date and time.
Specifies the time difference between GMT (Greenwich Mean
Time) and your location.
•Elapsed Time – Displays the amount of time in the call.
•Local Time – Displays the local time on the screen during a
call.
•Off – Time is not displayed.
settings.
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Administrator’s Guide for the V500 System

Customizing the Workspace Appearance

You can customize the V500 system workspace appearance to suit your environment functionally and aesthetically.
For example, by customizing the home screen into kiosk mode, anyone who uses the system only has to select a site and press the Call button on the remote
control to place a call.
Use the following sections to configure the general appearance of the system:
Designing the Home screenAdding Sites to the Home screenAdding On-screen InstructionsChanging Color SchemesSetting Ring Tones and Alert Tones
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Chapter 4 - Designing the User Experience

Designing the Home Screen

Customize the system functionality according to your needs, skill level, and environment.
Use the marquee to
add instructions
Infrequent Users (Kiosk Mode)
Provide a simple workspace so no training is needed:
Let users make calls to pre-defined numbers with one button click.
Include instructions on screen.
New Users
Provide more options but keep it simple:
Dialing entry field
Directory numbers
Recent Calls
Include a short
list of specific items for users to select
Add features for users as needed
Advanced Users
Provide additional options for advanced video conferencing users:
Call Quality
User Settings, Diagnostics, and System
Information
Speed Dial list of frequently called sites
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Add more features as users gain experience
Administrator’s Guide for the V500 System
To design the home screen:
1. Go to System > Admin Settings > General Settings > Home Screen Settings.
2. Configure these settings:
Setting Description
Dialing Display Specifies which dialing option to display:
Call Quality Allows users to select the bandwidth for calls.
Dialing entry field — Allows users to enter numbers manually.
Display marquee — Displays text in the dialing entry field. Can
be used to display user instructions. Users cannot enter numbers manually when this option is selected.
•None — Removes the dialing entry field from the screen.
H.323 Extension (E.164)
Directory Allows users to access the directory. System Allows users to access the System screen, which includes User
If you remove the System button, you can still access the System screen by navigating to the home screen, pressing Help on the remote, and selecting System.
Allows users to enter extensions on the home screen.
Settings, Diagnostics, and System Information.
3. Select and configure these settings:
Setting Description
System Name Specifies whether to display the name of the system on the home
screen above the PIP window.
IP or ISDN Information
Local Date and Time
Do Not Disturb Icon
Specifies whether to display the system’s IP address, ISDN number , or both on the home screen.
Specifies whether to display the local date and time on the home screen.
Allows users to set the system to automatically accept or ignore incoming calls using the Do Not Disturb button on the home screen.
Call Detail Report Specifies whether to generate a report of all calls made with the
system. When selected, all calls can be viewed through the web interface and downloaded as a .csv file.
Recent Calls Allows users to access a list of recent calls made with the system by
displaying the Recent Cal ls button on the home screen. If the Call Detail Report option is not selected, the Recent Calls
option is not available.
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Chapter 4 - Designing the User Experience
4. Select and configure these settings:
Setting Description
Sites Allows users to access any pre-defined sites from a My
Contacts/Speed Dial list on the home screen.
Last Number Dialed
Specifies whether to display the last number dialed or clear the address box on the home screen.

Adding Sites to the Home Screen

Creating Site buttons on the home screen makes it easy for you to place calls to sites that you call on a regular basis.
Sites can appear as individual buttons or as part of a list called Speed Dial or My Contacts.
You must enter the site information in the directory before creating specific Site buttons for the home screen.
To add sites on the Home screen:
1. Go to System > Admin Settings > General Settings > Home Screen Settings.
2. Select three times to access the Sites screen.
3. Select Add and choose the sites to add from the directory.
4. Select either Speed Dial or Contacts as the name you want to appear on the
button.
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Administrator’s Guide for the V500 System

Adding On-screen Instructions

Using Marquee Text
You can create marquee text to display in the dialing entry field on the home screen. You can create context-specific instructions or, if the home screen has Site buttons, the marquee text can provide information that helps other users choose which site to call.
To enter marquee text:
1. Go to System > Admin Settings > General Settings > Home Screen Settings.
2. In Dialing Display, select Display Marquee and enter the text.
You can also add marquee text through the V500 web interface.
Using Screen Saver Text
You can customize the V500 system to display text when the system is in sleep mode. For instance, you can display on-screen instructions.
To enter screen saver text:
1. On a PC, open a web browser.
2. In the browser address line, enter the system’s IP address (for example,
http://255.255.255.255) to go to the V500 web interface.
3. Enter your user name and the password, if a password has been established.
4. Click System Setup > Utilities > Screen Saver and enter:
Text — Appears as scrolling text when the system is in sleep mode. You
can use this scrolling text to provide instructions or next steps for users of the system.
Logo Text — Appears underneath the logo before the system goes into sleep mode.
5. Click Update.
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Changing System Appearance

Different user interface color schemes are available, allowing you to coordinate the system interface with the room décor.
To change the color scheme:
1. Go to System > Admin Settings > General Settings > System Settings >
Appearance.
2. Configure these settings:
Setting Description
Color Scheme Customizes the look of y o ur system with different color schemes.
Chapter 4 - Designing the User Experience
Screen Saver Wait Time
Specifies how long the system remains awake during periods of inactivity. The default is 3 minutes.
You can allow users to change color schemes by allowing user access to the User Settings screen.

Setting Ring Tones and Alert Tones

To set ring tones and alert tones:
1. Go to System > Admin Settings > Audio.
2. Select a tone, as desired.
To set the V500 system’s internal ringer:
1. Go to System > Admin Settings > Audio.
2. Select Enable Internal Ringer to specify an additional ring tone when
receiving an incoming call.
The ringer is built into the system and will alert you to incoming calls even if the TV monitor connected to the system is powered off.
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Administrator’s Guide for the V500 System

Configuring Closed Captioning

You can provide real-time text transcriptions or language translations of the video conference by displaying closed captions on your system. When you provide captions for a conference, the captioner uses a web browser to listen to the conference audio and enter the caption text in the system’s web interface. When the captioner sends a unit of text, all sites see it on the main monitor for 15 seconds. The text then disappears automatically.

Audio Options for Closed Captioners

When you provide captions for a conference, the captioner may be present, or may use a telephone or web browser to listen to the conference audio.
The captioner must receive audio from the conference in one of these ways:
Attending one of the conferences sites
Listening to the conference via the V500 web interface
Listening to the conference via a speakerphone in the room at one of the
sites

Options for Supplying Closed Captions to Conferences

Captions can be provided in any language that uses the Latin alphabet.
The captioner can enter caption text in one of these ways:
In the room or remotely, using the V500 web interface
In the room or remotely, using a Telnet session
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Providing Captions Via the V500 Web Interface
Closed captioners can provide captions from inside the conference room, or from a remote location, by entering the captions directly into the V500 web interface, as shown in the diagram below.
Chapter 4 - Designing the User Experience
Web interface
LAN LAN port
V500 System
To supply closed captions for a conference using the V500 web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the IP address of the system (for example,
http://255.255.255.255) to go to the system’s web interface.
3. Go to System Setup > Utilities > Closed Caption.
4. Enter your user name and the password, if a password has been established.
5. In the Closed Caption screen, type the caption text into the text field. Text
wraps to the next line after 59 characters.
6. Press Enter to send the text to the sites in the conference.
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Administrator’s Guide for the V500 System
Providing Captions Via a Telnet Session
Closed captioners can provide captions from inside the conference room, or from a remote location, by entering captions via a Telnet session, as shown in the diagram below:
Telnet session
LAN
V500 System
LAN port
To supply closed captions for a conference using a Telnet session:
1. On a PC, open a command line interface.
2. Start a Telnet session using the V500 system’s IP address and port 24 (for
example,
3. Enter the command
telnet 255.255.255.24).
cc to start captioning.
4. Press Enter to send the text.
5. To stop sending closed captions, press CTRL-Z.
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Getting Started with Calling

The system is installed and you’ve finished the network configuration and designed the behaviors. Now it’s time for you to start placing calls. You may want to spend time becoming familiar with basic calling tasks.
The following resources are available:
V500 System Getting Started Guide — This guide is for all users, from beginners
to the more experienced. It covers meeting basics, different ways to place calls, how to use the remote control, and how to deliver presentations.
It is included on the V500 system documentation CD and is also available on the web.
Screen Help — The home and Directory screens have context-specific help.
Users can press on the remote control to access help topics.
www.polycom.com/videodocumentation — Refer to the video
documentation page on the Polycom website for the latest documents supporting these products.
Chapter 4 - Designing the User Experience
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Administrator’s Guide for the V500 System
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5

Managing the System Remotely

You configure, manage, and monitor the system from a remote computer using the V500 web interface (the system’s web interface), the Polycom Global Management System, or SNMP.
Your choice of management tool depends on your network environment:
V500 web interface requires only a web browser to control the system. Polycom Global Management System requires the GMS application to be
installed on your network.
SNMP requires network management software on your network management
station.
What’s in this Chapter? Page
Using the V500 Web Interface 5-2 Configuring Global Services 5-5 Setting Up SNMP 5-8
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Administrator’s Guide for the V500 System

Using the V500 Web Interface

You can use the web interface to perform most of the calling and configuration tasks you can perform on the local system.

Accessing the V500 Web Interface

To configure your browser to use the web interface:
1. Be sure that your web browser uses Microsoft Internet Explorer 6.0 or later.
2. Configure these settings:
Allow cookies: Enabled
Force pages to reload on every visit to a page: Enabled
To access the system using the web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the system’s IP address (for example,
http://255.255.255.255) to go to V500 web interface.
3. Enter admin as the user name, and the password, if a password has been
established.
You can use the web interface to configure all of the system settings except the remote management settings. For security reasons, these settings must be configured on the local system by an administrator.
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Chapter 5 - Managing the System Remotely

Managing System Profiles with the V500 Web Interface

The customization options for V500 systems have been extended with the ability to store your system settings as separate profiles. Profiles can be stored on your PC as a .csv file using the V500 web interface. There is no limit to the number of profiles you can save.
This is particularly useful if you are managing systems that support multiple applications. Changing the interface and behaviors of the V500 system can be done quickly and easily.
The following settings are included in a profile:
Home Screen settings
User access levels
Icon selections
Option keys
System behaviors
Polycom recommends using profiles as a way to bac k up system settings. Attempting to edit a stored profile or upload it to a different system can result in unexpected problems.
To store a profile:
1. In the V500 web interface, go to System Setup > Utilities > Profile Center.
2. Click V500 -> PC to download the .csv file from the V500 system.
3. Save the file to a location on your PC.
To upload a profile:
1. In the V500 web interface, go to System Setup > Utilities > Profile Center.
2. Click Browse and browse to the location of the .csv file on your PC.
3. Click PC -> V500 to upload the .csv file to your system.
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Administrator’s Guide for the V500 System

Managing Directories with the V500 Web Interface

The V500 web interface’s import/export directory feature allows you to efficiently maintain consistency of V500 system directories. It is particularly useful if you are managing multiple systems that call the same locations. You can:
Transfer existing directory entries between V500 systemsDevelop directory entries on one system, save them to your PC, and then
distribute them to other systems
Only local directories can be downloaded. The directory file is in .csv format.
To download a V500 system directory to your PC:
1. In the V500 web interface, go to System Setup > Utilities > Import Directory.
2. Click V500 -> PC to download the .csv file from the V500 system.
3. Save the file to a location on your PC.
To upload V500 system directory entries:
1. In the V500 web interface, go to System Setup > Utilities > Import Directory.
2. Click PC -> V500.
3. Click Browse and browse to the location of the .csv file on your PC.
4. Click Export Directory to upload the .csv file to the V500 system.
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Configuring Global Services

If you use the Polycom Global Management System, you can configure, manage, and monitor the V500 system using the Global Management System (GMS) server. GMS is a web-based client/server software tool that allows administrators to manage a network of video conferencing systems.
To use global services for the system, configure the following:
Management Servers Account NumbersMy Information

Viewing the Management Servers List

On networks managed by the Global Management System, several Global Servers may be configured to manage this system remotely. The system also has a primary Global Management System server that performs account validation. You can view information about these servers, but this information can only be changed by the GMS Administrator.
Chapter 5 - Managing the System Remotely
To view the management servers list:
>> Go to System > Admin Settings > Global Services > Management Servers.
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Administrator’s Guide for the V500 System

Requiring an Account Number for Calls

If your system is set up for use with the Global Management System, the system can prompt you to enter an account number before placing a call. The account number is added to the Global Management System’s Call Detail Record (CDR), and this information can be used for call tracking and billing purposes.
If you configure the system to validate the account number, calls placed without a valid account number are not completed. If you do not configure the system to validate account numbers, calls are completed regardless of whether the account number is valid. Account numbers are set up in the Global Management System by the Global Management System administrator
For more information about account validation, please contact your Global Management System administrator.
To require an account number for calls:
1. Go to System > Admin Settings > Global Services > Account Validation.
2. Specify whether to require an account number for placing calls and whether
that number should be validated by the Global Management System server.
.

Adding My Information

If your system is managed by the Global Management System, you can configure the V500 system so that you can request help from the Global Management System administrator.
To add information for the Global Management System administrator:
1. Go to System > Admin Settings > Global Services > My Information.
2. Enter the contact information for the Global Management System
administrator for technical support.
The following section illustrates the interaction between Global Management System and the system you are configuring.
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Chapter 5 - Managing the System Remotely
Requesting Technical Support from the GM S Administrator
1. From the Place A Call screen, press on the remote.
2. Select Support and press on the remote.
You see the following message:
Tech Support will be alerted to phone you at the following number. Continue?
Enter your contact telephone number.
The V500 system sends your inf ormation to the Global Management System.
You see the following message:
Tech Support has been alerted. You can also call this number for assistance.
The message displays the telephone number you entered for Tech Support on the My Information screen.
The V500 system displays the message from GMS:
Your request for help has been acknowledged.
© Polycom, Inc. 5 - 7
The GMS administrator opens the alert message containing your telephone number.
GMS sends a message to your V500 system.
The GMS administrator calls you.
Administrator’s Guide for the V500 System

Setting Up SNMP

The V500 system sends SNMP (Simple Network Management Protocol) reports to indicate a total of 31 conditions, including the following:
All alert conditions found on the V500 system’s alert page
Details of jitter, latency, and packet loss
Low battery power is detected in the remote control
A system powers on after a long period powered off
Administrator logon is successful or unsuccessful
A call fails for a reason other than a busy line
A user requests help
A telephone or video call connects or disconnects

Downloading MIBs

Before you can perform SNMP reporting, you need to install Polycom MIBs on the computer you intend to use as your network management station.
The MIBs are available for download from the V500 web interface.
To download the Polycom MIBs:
1. On a PC, open a web browser.
2. In the browser address line, enter the IP address of the system (for example,
http://255.255.255.255) to go to the system’s web interface.
3. Go to Admin Settings > Global Services > SNMP.
4. Click Download MIB and follow the onscreen instructions.
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Configuring for SNMP Management

To configure the V500 system for SNMP management:
1. In the V500 web interface or from the V500 system, go to Admin Settings > Global Services > SNMP.
2. Configure these settings:
Setting Description
Enable SNMP Allows administrators to manage the system remotely using
SNMP.
SNMP Community Specifies the SNMP management community in which you want
to enable this system. The default community is public.
Chapter 5 - Managing the System Remotely
SNMP Contact Name
SNMP Location Name
SNMP System Description
SNMP Console IP Address
Specifies the name of the person responsible for remote management of this system.
Specifies the location of the system. The default is your systemname@your country name.
Specifies the type of video conferencing device. This is a display-only field.
Specifies the IP address of the SNMP traps sent by the system. Enter 0.0.0.0 in this field if any SNMP management console is capable of receiving information from this agent.
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6

System Usage and Statistics

The V500 system provides various screens that allow you to review information about calls made by the system and to review network usage and performance.
What’s in this Chapter? Page
Call Summary 6-2 Call Statistics 6-3 Call Status 6-4 Recent Calls 6-6 Call Detail Report 6-6
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Administrator’s Guide for the V500 System

Call Summary

The Call Summary screen provides details about the calls placed by the system, including:
Duration of the last callTotal number of calls placed and receivedNumber, total time, and percentage of IP callsNumber, total time, and percentage of ISDN calls
To view the Call Summary screen:
>> Go to System > Diagnostics > Call Statistics and then select three times.
You can view Call Statistics and Call Summary during a call by pressing on the remote.
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Call Statistics

Chapter 6 - System Usage and Statistics
The two Call Statistics screens provide information about the call in progress, including:
This screen: Displays this information:
Call Statistics (1) Call speed (transmit and receive)
Video protocol, annexes, and format in use (transmit and
receive)
Audio protocol in use (transmit and receive)
Number of packets lost and percentage packet loss (transmit
and receive) in IP calls
Encryption type, key exchange algorithm type, and key exchange check code (if the encryption option is enabled and the call is encrypted)
Far site details and call type
Call Statistics (2) Audio and video data rates specified (transmit and receive)
Video data rate and frame rate in use (transmit and receive)
Video packet loss and jitter in IP calls
Audio packet loss and jitter in IP calls
Far site details and call type
a
a. The video protocol is shown in green if the system is currently using error
concealment.
To view the Call Statistics screen:
>> Go to System > Diagnostics > Call Statistics and then select .
You can view Call Statistics and Call Summary during a call by pressing on the remote.
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Administrator’s Guide for the V500 System

Call Status

The Call Status screen provides call connection information. The spheres on the screen provide details for each line. When you place a call, you’ll see the status change as the call connects.
To view the Call Status screen:
>> Go to System > Diagnostics > Call Statistics.
You can highlight the spheres on this screen to see the number dialed, the relevant status code, and details of any errors.
You can view Call Status during a call by pressing on the remote.
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Recent Calls

Chapter 6 - System Usage and Statistics
Recent Calls shows a list of up to 99 calls made by the system. It includes the following information:
Site name or numberDateTimeCall In or Out
The Recent Calls list shows incoming and outgoing calls that connect, as well as outgoing calls that do not connect.
If Do Not Disturb has been enabled, any incoming calls attempted by other sites will not be listed.
The Home screen can be configured to include Recent Calls. For more information about including the Recent Calls list on the home screen, see Designing the Home Screen on
page 4-17.
To view the Recent Calls screen:
>> Go to System > Admin Settings > Network > Recent Calls.
You can see more detail about any call by selecting an entry and pressing on the remote. Information includes the far site’s number and name, and the type, speed (bandwidth), and duration of the call.
You can call any site on the Recent Calls list by highlighting the entry and pressing
or on the remote to place the call.
If you need even more detail about calls, you can download the Call Detail Report (CDR) from the V500 web interface. For more information about the CDR, see Call Detail Repor t
on page 6-6.
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Administrator’s Guide for the V500 System

Call Detail Report

The Call Detail Report (CDR) provides the system’s call history. You can view the CDR from the V500 web interface, and you can download the data in CSV format for sorting and formatting.
CSV stands for Comma Separated V alue. CSV files can be imported into spreadsheet and database programs.
Every call that connects is added to the CDR, whether it is a call that you make or that you receive. If a call does not connect, the report shows the reason.
The CDR does not include incoming calls that the V500 system does not answer, so if calls were missed while Do Not Disturb was enabled, details will not be included in the CDR.
To view and download the CDR via the V500 web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the system’s IP address (for example,
http://255.255.255.255) to go to V500 web interface.
3. Enter your user name and the password, if a password has been established.
4. Click System Setup > Utilities > Call Detail Report to view the details of the
file.
5. Click Save and then specify a location on your computer to save the file.

Information in the Call Detail Report

The following table describes the data fields in the CDR.
Data Description
Row ID Each call is logged on the first available row. Start Date The call start date, in the format dd-mmm-yyyy. Start Time The call start time, in the 24-hour format hh:mm:ss. End Date The call end date. End Time The call end time. Call Duration The length of th e call.
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Chapter 6 - System Usage and Statistics
Data Description
Account Number If Require Account Number to Dial is enabled on the system, the
value entered by the user is displayed in this field.
Remote System
The far site’ s system name.
Name Call Field Number 1The number dialed from the first call field, not necessarily the
transport address. For incoming calls — The caller ID information from the first
number received from a far site.
Call Field Number 2 (if applicable for call)
For outgoing calls — The number dialed from the second call field, not necessarily the transport address.
For incoming calls — The caller ID information from the second
number received from a far site. Transport Type The type of call — Either H.320 (ISDN) or H.323 (IP). Call Rate The bandwidth negotiated with the far site. System
Manufacturer
The name of the system manufacturer, model, and software
version, if they can be determined. Call Direction In — For calls received.
Out — For calls placed from the system. Conference ID A number given to each conference. Call ID Identifies individual calls within the same conference. Total H.320
The total number of ISDN B channels used in the call. Channels Used
Endpoint Alias The alias of the far site . Endpoint
An additional alias of the far site. Additional Alias
Endpoint Type Terminal, gateway, or MCU. Endpoint
Transport Address Audio Protocol
The actual address of the far site (not necessarily the address
dialed).
The audio protocol transmitted to the far site, such as G.728. (Tx)
Audio Protocol (Rx)
Video Protocol (Tx)
Video Protocol (Rx)
The audio protocol received from the far site, such as G.728 or
G.722.
The video protocol transmitted to the far site, such as H.263 or
H.264.
The video protocol received from the far site, such as H.261 or
H.263. Video Format (Tx) The video format transmitted to the far site, such as CIF or SIF. Video Format (Rx) The video format received from the far site, such as CIF or SIF.
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Administrator’s Guide for the V500 System
Data Description
Disconnect Reason
Q.850 Cause
The description of the Q.850 (ISDN) cause code showing how the
call ended.
The Q.850 cause code showing how the call ended. Code
Total H.320 Errors The number of errors dur ing an H.320 call. Aver age Percent of
Packet Loss (Tx)
The combined average of the percentage of both audio and video
packets transmitted that were lost during the 5 seconds preceding
the moment at which a sample was taken. This value does not
report a cumulative average for the entire H.323 call. However, it
does report an average of the sampled values. Aver age Percent of
Packet Loss (Rx)
The combined average of the percentage of both audio and video
packets received that w ere lost during the 5 seconds preceding the
moment at which a sample was taken. This value does not report
a cumulative average for the entire H.323 call. However, it does
report an average of the sampled values. Average Packets
Lost (Tx) Average Packets
Lost (Rx) Average Latency
(Tx)
The number of packets transmitted that were lost during an H.323
call.
The number of packets from the far site that were lost during an
H.323 call.
The average latency of packets transmitted during an H.323 call
based on round-trip delay , calculated from sample tests done once
per minute. Average Latency
(Rx)
The average latency of packets received during an H.323 call
based on round-trip delay , calculated from sample tests done once
per minute. Maximum Latency
(Tx)
The maximum latency for pac kets tra nsmitted during an H .323 call
based on round-trip delay , calculated from sample tests done once
per minute. Maximum Latency
(Rx)
The maximum latency for packets received during an H.323 call
based on round-trip delay , calculated from sample tests done once
per minute. Average Jitter (Tx) The average jitter of packets transmitted during an H.323 call,
calculated from sample tests done once per minute. Average Jitter (Rx) The average jitter of packets received during an H.323 call,
calculated from sample tests done once per minute. Maximum Jitter
(Tx) Maximum Jitter
(Rx)
The maximum jitter of packets transmitted during an H.323 call,
calculated from sample tests done once per minute.
The maximum jitter of packets received during an H.323 call,
calculated from sample tests done once per minute.
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Call Detail Report Archives

Calls are added to the CDR until the file size reaches 50 KB, which is equivalent to about 150 calls. The system then automatically archives the CDR and creates a new CDR file. If an archive is already present, the new archive overwrites it.
Each CDR starts with Row 1, but the conference numbers continue from the file most recently archived. Conference numbering restarts at 1 after the system assigns conference number 100,000.
To get an archived CDR:
1. From your computer, open an FTP client.
2. FTP into the V500 system.
3. Enter this FTP command:
GET localcdr_archive.csv
4. Close your FTP session.
Chapter 6 - System Usage and Statistics
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Administrator’s Guide for the V500 System
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7
Diagnostics and General
Troubleshooting
This chapter covers the diagnostic screens of the V500 system. It is organized by category to help you troubleshoot any issue.
Diagnostic tools are available via the system itself and the system’s web server. To connect to your system’s web server and troubleshoot via the web, enter your system’s IP address in a web browser and browse to the required diagnostic tool.
What’s in this Chapter? Page
Sending a Message 7-2 System Screens Quick Reference 7-2 Diagnostic Screens 7-3 General Troubleshooting 7-8 How to Contact Technical Support 7-17
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Administrator’s Guide for the V500 System

Sending a Message

You can send a message to the V500 system from the V500 web interface.
Only the near site can see the message; it is not broadcast to the far site in the call.
To send a message via the V500 web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the system’s IP address (for example,
http://255.255.255.255) to go to V500 web interface.
3. Enter your user name and the password, if a password has been established.
4. Go to System Setup > Diagnostics > Send a Message.
5. Enter a message (up to 100 characters in length), then click Send.
The message is displayed for 15 seconds on the screen of the system.

System Screens Quick Reference

These screens allow you to view information about the system, configure the system, and diagnose performance issues if they arise. They are available on the system and through the V500 web interface.
To view information about the system, go to the home screen and select System. Then choose the type of information you need:
This choice: Presents this information or capability:
Admin Settings User interface customization, system customization, security,
dialing requirements and network configuration, Global Management System information.
Diagnostics System status and performance and system tests. The V500
web interface also offers the Send Message function and
provides access to the Call Detail Report. System Information Identifying information. Utilities Call scheduling and calendar. User Settings System behavior and appearance.
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Diagnostic Screens

You can view network statistics and perform diagnostic tests from the V500 system’s Diagnostics screens.
To access the Diagnostics screens on the system:
>> Go to System > Diagnostics.
To access the Diagnostics screens from the V500 web interface:
1. On a PC, open a web browser.
2. In the browser address line, enter the system’s IP address (for example,
http://255.255.255.255) to go to V500 web interface.
3. Enter your user name and the password, if a password has been established.
4. Go to System Setup > Diagnostics and select one of the tools from the
Diagnostics menu.
Chapter 7 - Diagnostics and General Troubleshooting
The following diagnostic screem amd tools are available:
Call Status Tools
Diagnostic Tool In the system’s user interface In the V500 web interface
System Status screen
Displays system status information, including auto-answer point to point, remote control battery , time server , Global Directories, IP network, gatekeeper, UPnP, and ISDN BRI line.
Call Summary screen Displays calling information, such as time
spent in calls, total number of IP and ISDN calls, and percentage of time spent in IP and ISDN calls.
On the Diagnostics screen, select
System Status.
1. On the Diagnostics screen, select System Status.
2. Select to go to the Call
Summary screen.
For more information about this screen, see Call Summary on
page 6-2.
Select Diagnostics > System Status.
Select Diagnostics > System Status > Call Summary.
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Administrator’s Guide for the V500 System
Call Status Tools
Diagnostic Tool In the system’s user interface In the V500 web interface
Call Status screen
Displays call type, data speed, and number dialed for t h e current call.
On the Diagnostics screen, select
Call Statistics.
1. Select Diagno stics > Call Statistics.
2. Select twice.
In ISDN calls, this screen also displays connection status for each channel. Selecting a channel call progress indicator displays its ISDN number.
Call Statistics screen Displays call speed, audio and video
protocols, annexes, and error count for the call in progress.
For more information about this screen, see Call Status on page 6-4.
1. On the Diagnostics screen, select Call Statistics.
2. Select
to go to the Call
Select Diagnostics > Call Statistics.
Statistics screen.
For more information about this screen, see Call Statistics on page 6-3.
Call Detail Report screen Displays the current Call Detail Report
(CDR) and provides access to the archived CDR.
Not available. Select Utilities > Call Detail
Report.
For more information about this screen, see Call Detail Report on
page 6-6.
Network Tools
Diagnostic Tool In the system’s user interface In the V500 web interface
Near End Loop test
T ests whether y our system is able to make IP calls successfully.
Monitor 1 displays the video and plays the audio that would be sent to the far site in a call.
1. On the Diagnostics screen, select Network.
2. Select Near End Loop to start the test.
3. Press any b utton on the remote control to stop the test.
1. Select Diagnostics > Network > Near End Loop.
2. Click the Near End Loop icon.
3. Clic k Near End Loop again to
end the test.
This test is not available when you are in an IP call.
PING test Tests whether the system can establish
contact with a far-site IP address that you specify.
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1. On the Diagnostics screen, select Network > PING.
2. Enter the IP address that you wish to test.
3. Select Start.
If the test is successful, the system displays a message indicating that the IP address under test is available.
1. Select Diagnostics > Network > PING..
2. Enter the IP address that you
wish to test.
3. Click the PING icon.
If the test is successful, the system displays a message indicating that the IP address under test is available.
Chapter 7 - Diagnostics and General Troubleshooting
Network Tools
Diagnostic Tool In the system’s user interface In the V500 web interface
Trace Route test
Tests the routing path between the local system and the IP address entered.
1. On the Diagnostics screen, select Network > Trace Route.
2. Enter the IP address that you wish to trace.
3. Select Start.
1. On the Diagnostics menu, select Netw ork > T race Route.
2. Enter the IP address that you
wish to trace.
3. Click the Trace Route icon.
Error Log files Not available. Select Diagnostics > Network >
Error Log.
Video and Audio Tools
Diagnostic Tool In the system’s user interface In the V500 web interface
Color Bar test
T e sts the color settings of your monitor for optimum picture quality.
If the color bars generated during the test are not clear, or the colors do not look
1. On the Diagnostics screen, select Video.
2. Select the Color Bars icon.
3. Press any b utton on the remote
control to stop the test.
1. Select Diagno s t ic s > Video.
2. Click the Color Bars icon.
3. Click the Color Bars icon
again to stop the test.
correct, the monitor needs to be adjusted. Speaker test
Tests the audio cable connections. A 400 Hz audio tone indicates that the local audio connections are correct.
1. On the Diagnostics screen, select Audio > Speaker Test.
2. Select the Speaker Test icon.
3. Press any b utton on the remote
control to stop the test.
If you are in a call, the far site will also hear the tone.
1. Select Diagnostics > Audio > Speaker Test.
2. Click the Spea ker Test icon.
3. Click the Spea ker Test icon
again to stop the test.
The people at the site you are testing will hear the tone, but you will not. You can send a message to tell them how to notify you when they hear the speaker test.
Audio Meter screen Measures the strength of audio signals
from the system’s microphone. If the system is not receiving sound,
ensure that people are close enough to the system, and check whether the microphone is muted.
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1. On the Diagnostics screen, select Audio > Audio Meter.
The audio meter should register between 0 and 15 dB.
2. To check the microphone, stand near the system and begin speaking.
Select Diagnostics > A u dio > Audio Meter to start the test.
The audio meter should register between 0 and 15 dB.
Administrator’s Guide for the V500 System
Reset and Restart
Diagnostic Tool In the system’s user interface In the V500 web interface
Reset System
Cycles power to the system.
Allows you to keep your system settings
(such as system name and network configuration) or restore factory settings.
Allows you to keep or delete the directory stored on the system.
1. On the Diagnostics screen, select Reset System.
2. Enter the system’s serial number.
3. If you wish to restore the original factory settings, select Delete System Settings.
This deletes the administrator’s password, CDR, and CDR archive along with the other system settings. Y o u may wish to download the CDR and CDR archive before you reset the system. See Call
Detail Report on page 6-6. If
you delete system settings, the setup wizard will lead you through the initial configuration after the system restarts.
4. If you wish to remove the directory, select Delete Directory Entries.
This only deletes the system’s local directory. System reset does not affect the Global Directory.
5. Select Reset System.
Not available.
Restart System
Cycles power to the system.
Use the power switch on the system.
1. Select Diagnostics > Reset System.
2. Click the Reset System icon.
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Indicators

System Lights

Chapter 7 - Diagnostics and General Troubleshooting
The V500 system uses indicator lights to provide status information. The following tables give the meanings of each indicator.
The system lights are located on the front of the V500 system.
When the V500 system... It means...
Indicators are off No power to the system. Green indicator blinks slowly The system is sleeping. Green indicator flashes when you
use the remote control Amber indicator flashes when you
use the remote control Green indicator is on The system is ready to make a call. Amber indicator is on The system is in a call. Red indicator is on. The system microphone is muted.

Network Interface Lights

The BRI network interface lights are located on the back of the system near the BRI connector.
When the BRI network interface... It means...
Indicators are off No power to the system, or
Green indicator is on The system is receiving a clock signal from the
The system is not in a call, and is receiving signals from the remote control.
The system is in a call, and is receiving signals from the remote control.
The system is not connected to the network, or
The system is not receiving a clock signal from
the network, or
The system is restarting.
network. Yellow indicator is on The system is able to make a call. Green and yellow indicators are on The system is receiving a software update, or
The system is operating normally .
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Administrator’s Guide for the V500 System

General Troubleshooting

This section presents problems, likely causes, and corrective actions. Problems are presented as follows:
Critical problems – Prevent use of the system or access to common functions.Severe problems – Prevent you from making calls successfully.Moderate issues – Prevent or interfere with meaningful communication
during the call.
Minor issues – Detract from the user experience.

Critical Problems

This section describes problems that prevent normal use of the system. They may also mask other problems. For example, if the system is not able to make a call and there are no batteries in the remote, you will need to install new batteries before you are able to determine whether the system can make calls.
Symptom Cause Solution
System does not respond in any way.
System starts in the Software Update screen.
The power switch is in the OFF position.
The power cord is not connected. Make s ure that the system’ s power cord is
The power outlet is not active. Check the power outlet by unplugging the
The power supply is not operating properly .
The system software is corrupted or not loaded properly.
Turn on the power switc h.
in place, and that it is connected to a power outlet
system and plugging in a lamp, radio, or other small appliance. If it does not operate, connect the power cord to a different outlet.
Check the power outlet by unplugging the system and plugging in a lamp, radio, or other small appliance. If it operates, the problem is in the system. Call Polycom Technical Support and arrange to return the system for service.
Load the system software from your PC. For instructions on how to do this, ref er to
Keeping your Software Current on page 3-19 or consult your network
equipment provider.
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Chapter 7 - Diagnostics and General Troubleshooting
Symptom Cause Solution
System does not respond to the remote control.
No batteries in the remote control. Install the batteries in the remote control. The batteries are installed incorrectly in
the remote control. The room lights operate in the 38 Khz
range and interfere with the remote control signals.
The infrared sensor is not receiving signals from the remote control.
Insert the batteries in the correct +/­position.
Turn off the lights in the room and try the remote control again.
Make sure you are pointing the remote control at the infrared sensor on the front of the system.

Severe Problems

The problems in this section prevent you from making calls successfully. They may also mask less serious problems. For example, if you cannot complete a call and there is also an audio problem, you will need to correct the problem that prevents calling before you can determine whether there is an audio problem
Symptom Cause Solution
IP: The System Information screen shows “waiting” in the IP Video Number field.
The LAN is not working. Check the LAN connection.
Contact your network service provider.
The DHCP server is not available. Contact your network service provider to
correct the problem with the server or to assing a static IP address.
IP: Error message occurs when placing an IP (H.323) call.
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The system is not connected to the LAN.
The system’s LAN cable is not operating properly.
The far site is not connected. Use the PING test (System >
The system is not configured correctly for the network.
The IP Gateway/Gatekeeper is not operating or is not configured correctly.
Verify that the LAN cable is connected properly .
Replace the system’s LAN cable.
Diagnostics > Network > PING) to determine whether the far site is accessible to your system. If the test f ails , the far site system is unavailable.
Check your IP configuration.
Contact your network service provider.
Administrator’s Guide for the V500 System
Symptom Cause Solution
ISDN: Line Status icons do not go away so video calls cannot be made.
ISDN: When placing a call, progress indicators do not turn green.
The system is not connected to an
Check the ISDN line connections.
ISDN. The ISDN number is entered
incorrectly. The system was not able to auto-detect
SPIDs, or the SPID numbers are entered incorrectly.
NOTE: The AT&T point-to-point protocol does not require SPIDs.
The BRI network is directly connected to a U interface.
Check the ISDN numbers with your service provider.
Select the Clear icon on the Auto Detect SPIDs page, and then select the Start icon to automatically detect the new SPIDs. Make sure your ISDN numbers are entered correctly .
Install an NT-1 device between your network interface and the ISDN connection.
The system is connected to an NT-1 then to a PBX.
You do not need an NT-1device when connecting to a PBX. Connect the system directly to the PBX S/T connection.
The ISDN line is provisioned incorrectly by the ISDN service provider.
The V500 system is in an unknown state.
Check that your ISDN line is provisioned for Voice/Data.
Power off the system, wait five seconds, and power on the system.
The call does not connect properly. Try the call again.
ISDN: Error message occurs when placing an ISDN (H.320) call.
An ISDN cause code is received from the ISDN line.
Try the call again. For more information, please refer to
Q.850 Cause Codes on page Appendix-4.
The line did not connect. Be sure you are calling the correct
number. The number ma y need to include:
A digit for an outside line
A long distance access code
An international access code
A country code
An area code or city code
Check that all network cables are properly connected.
Power off the system, wait five seconds, and power on the system.
Ask the person at the far site to call your system.
The ISDN switch type is not configured correctly on the V500 system.
Check the ISDN configuration and verify with your ISDN service provider that the system is configured correctly.
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Chapter 7 - Diagnostics and General Troubleshooting
Symptom Cause Solution
Cannot dial remote system in bonding 128 K calls. (The call progress circles only show blue or yellow.)
Cannot select 112 or 128 speeds for bonding calls from the speed selection.
Switch protocol issue. Start by calling the far site at 1x56, 1x64,
2x56, or 2x64K, as appropriate. This will verify the primary number. If these calls complete, try the 128 K call.
Being able to dial non-bonded but unable to dial bonded to all locations is usually a switch protocol issue. Verify your ISDN provisioning with the telephone service provider.
Speeds do not show when selecting the speed icon.
Add line speeds on the Admin Settings >
Network > Call Quality > Dialing Speeds screen.

Moderate Issues

The problems in this section interfere with or prevent meaningful communication in a call.
Symptom Cause Solution
The monitor screen remains blank when you pick up the remote control.
The monitor’s power cord is not plugged in.
The monitor is powered off. Power on the monitor.
Connect the monitor’s power cord and then power on the monit or.
The people at the far site cannot see you.
The monitor is not connected correctly to the system.
The privacy shutter is closed Open the privacy shutter.
Verify that the monitor is connected correctly according to the installation procedures in Connecting the Monitor on
page 2-3.
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Administrator’s Guide for the V500 System
Symptom Cause Solution
No audio in a call. The far site is muted. Look for the far site Mute icon. Ask the far
site to unmute the microphone. Note: The far site’s microphone may be
muted even if you do not see a far site Mute icon.
The volume may be turned all the way down.
The far site’s microphones are not placed correctly. (Far-site systems with separate microphones only.)
The far site’s microphone is not connected or does not have power. (Far-site systems with separate microphones only.)
Too many line errors Try the call again later.
No audio in a call. The volume is turned all the way
down on the monitor or external audio system.
The monitor’s audio inputs are not connected properly
Use the remote control to turn up the volume.
Ensure that each person who speaks is facing a microphone and is close enough to it.
Ask the far site to check the cable to the microphone.
Check the monitor’s or external audio system’s volume setting. Then check the system’s audio output using the Speaker Test screen under Diagnostics > Audio. You should hear a 400 Hz tone.
Check audio output using the Speaker Test screen under Diagnostics > Audio. You should hear a 400 Hz tone.
Ask someone at the far site to speak into the microphone, and check the Far Site Audio meter on the Audio Meter screen under Diagnostics > Audio to determine whether your system is receiving audio.
The system’s audio outputs are not connected properly.
Check the system’s audio connections to the monitor.
Veri fy that the system is connected to the correct audio connectors on the monitor.
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Chapter 7 - Diagnostics and General Troubleshooting
Symptom Cause Solution
The people at the far site cannot hear you.
The headphones do not operate properly.
The people at your site are too far from the system’s microphone.
Your system’s microphone is muted. Check your system for one or more of
System’s microphone does not work Contact your Polycom reseller. The headphone cable connector is
not fully seated.
Move closer to the system.
these mute indications:
Near site mute icon on the screen
System indicator is red
To unmute the system, press the Mute button on the remote control.
Connect the headphone cable, making sure it is fully seated.

Minor Issues

The issues in this table do not prevent meaningful communication, but detract from the videoconference experience.
Symptom Cause Solution
Picture is blank on the main monitor.
The system goes to “sleep” after a period of inactivity.
Pick up the remote control to wake up the system.
Picture freezes frequently during an IP call.
Picture freezes frequently during an ISDN call.
Picture is slow or jerky. Only one 64 Kbps channel is
No picture in the PIP window Th e lens cover is closed. Open the lens cover.
There is too much traffic on the LAN. Check the error count on the Call Statistics screen.
Too many network line transmission errors. Check the error count on the Diagnostics > Call Statistics screen to verify this.
Network interface cable may be bad. Replace the cable.
connecting in your call. The system is receiving video that
includes a large amount of motion. Too many network line transmission
errors. Check the error count on the Diagnostics > Call Statistics screen to verify this.
Go to Admin Settings > Network > IP Network > Quality of Service and enable dynamic bandwidth.
Try the call again.
Check the ISDN number of the far site. Ask the far site to call your site.
A background with less motion provides a better, smoother video picture.
Try the call again.
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Administrator’s Guide for the V500 System
Symptom Cause Solution
Not enough volume during a call.
Sound effects too loud or too soft.
You hear the incoming call ring when you have set sound effects volume to 0.
Incoming call ring is too loud or too soft.
You can hear yourself on your system’s monitor.
Cannot enter the Admin Settings screen.
The volume is set too low on the system.
The volume is set too low on the
Turn up the volume using the remote control.
Turn up the volume on your monitor.
monitor. The people at the far site are too far
from the microphone. The sound effects volume is not set at
desired level.
Ask the people at the far site to move closer to the microphone.
Adjust the sound effects volume on the Audio Settings screen. If you do not want to hear sound effects, set the volume to 0.
The internal ringer is enabled. On the Audio Settings screen, clear the
Enable Internal Ringer option.
The sound effects volume is not set at desired level.
Adjust the sound effects volume on the Audio Settings screen. If you do not want to hear sound effects, set the volume to 0.
The far site microphone is too close to the system’s audio speaker. (Far-site systems with separate microphones
At the far site, make sure the microphone is placed away from the system’s audio speaker.
only.) The far site audio volume may be too
Turn down the audio volume at the far site.
loud. The system requires a password. Enter the password.
Low battery icon on the screen.
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Low batteries in the remote control. Replace the batteries in the remote
control with 3 AAA batteries.
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