Polycom VSX User Manual 2
Getting Started Guide
for the VSX™ Series
July 2004 Edition
3725-21286-005/A
GETTING STARTED GUIDE FOR THE VSX SERIES
Trademark Information
Polycom® and the Polycom logo design are registered trademarks of Polycom, Inc., and Global
Management System
VTX™ are trademarks of Polycom, Inc. in the United States and various other countries. All other
trademarks are the property of their respective owners.
Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and all pending patent
applications held by Polycom, Inc.
™
, PathNavigator™, Siren™ 14, StereoSurround™, Visual Concert™, VSX™, and
© 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.
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Contents
System Basics ...................................................................................... 1
Using the Remote Control ..................................................................................................... 1
Getting More Information...................................................................................................... 3
Calling and Answering.......................................................................... 4
Answering a Video Call ......................................................................................................... 4
Placing a Video Call .............................................................................................................. 4
Ending a Video Call .............................................................................................................. 6
Types of Video Calls You Can Make......................................................................................... 7
Placing Audio-only Calls and Adding Audio-Only Sites (VSX 8000) ............................................... 8
Ending an Audio-Only Call ..................................................................................................... 9
Controlling What You See................................................................... 10
Selecting and Adjusting a Camera or Other Video Source..........................................................10
Setting and Using Camera Presets.........................................................................................12
Switching Between Full Screen Video and the Home Screen ......................................................13
Showing, Moving, and Turning Off the PIP ..............................................................................14
Enabling Voice Tracking to Presets (VSX 8000 Only) ................................................................15
Controlling What You Hear ................................................................. 16
Adjusting Volume................................................................................................................16
Muting the Microphone ........................................................................................................16
Enjoying Stereo Audio in Video Calls......................................................................................17
Showing Content and Video Sources .................................................. 18
What You See When You Show Content..................................................................................18
Showing Content from a Laptop or PC....................................................................................18
Using a Document Camera, VCR, or DVD Player ......................................................................20
Working with Directory Entries .......................................................... 21
Searching the Directory .......................................................................................................21
Adding, Editing, and Deleting Directory Entries........................................................................21
Categorizing Directory Entries...............................................................................................23
Including Multiple Sites in Calls ......................................................... 24
About Multipoint Calls..........................................................................................................24
Placing a Multipoint Call .......................................................................................................24
Supplying a Password for External MCU Calls ..........................................................................25
Setting the Multipoint Viewing Mode ......................................................................................26
Controlling How the System Answers Multipoint Calls ...............................................................27
Using Chair Control for Multipoint Calls...................................................................................27
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GETTING STARTED GUIDE FOR THE VSX SERIES
Changing the Way Calls Are Answered ............................................... 29
Temporarily Refusing Calls ...................................................................................................29
Answering Calls Automatically...............................................................................................29
Muting Automatically Answered Calls .....................................................................................30
Scheduling Calls ................................................................................. 31
Using the VTX 1000 Conference Phone in Video Calls......................... 32
Placing a Video Call with the VTX Conference Phone.................................................................32
Adding Sites to a Video Call Using the VTX Conference Phone....................................................32
Muting the Audio in a Call that Includes a VTX Conference Phone...............................................33
Adding Video to a VTX Conference Phone Audio-only Call..........................................................33
Ending a Call......................................................................................................................33
Ending a Call with Audio-Only Participants ..............................................................................34
Streaming a Conference to the Web ................................................... 35
Starting a Stream ...............................................................................................................35
Viewing a Stream................................................................................................................35
Customizing Your Workspace ............................................................. 37
Allowing the Far Site to Control Your Camera ..........................................................................37
Specifying When to Display the PIP........................................................................................37
Displaying the Far Site’s Name When the Call Connects............................................................38
Hearing Audio Confirmation When You Dial.............................................................................38
Adjusting for Room Lighting .................................................................................................39
Setting Camera Brightness (VSX 3000 Only)...........................................................................39
Changing the System Color Scheme ......................................................................................40
Enabling Dual Monitor Emulation ...........................................................................................40
Using Your VSX 3000 System as a PC Monitor.................................... 41
Video Conferencing Tips..................................................................... 43
Tips for Great Meetings........................................................................................................43
Tips for Great Video ............................................................................................................43
Tips for Great Audio ............................................................................................................43
Tips for Showing Documents (VSX 7000 and VSX 8000) ...........................................................44
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Getting Started Guide
for the VSX
®
When you attend a meeting using the Polycom
it’s very much like any other meeting you attend in a physical conference
room:
You see and hear other people and they see and hear you.
Depending on how your system is configured, you can make video calls to
one or more sites using ISDN or IP connections.
You can show information to other participants and they can show you
information.
You can share different kinds of information from a variety of sources. For
example, you can show a paper document or an object on a document
camera or a videotape from a VCR. If you have a VSX 7000 or VSX 8000,
you can also show documents stored on your laptop or PC.
VSX system, you’ll see that
™
Series
Before you place your first call with your VSX system, use this guide to get
some basic “how-to” information. This guide includes overview information
that you may find helpful when you’re just starting to learn about the
capabilities of the system or when you have experience, but you need a quick
refresher.
System Basics
Using the Remote Control
The remote control lets you perform meeting tasks, such as placing a call and
adjusting the volume. You can use the remote control to navigate screens and
select options.
You can also use the remote control to type text by pressing the number
buttons using the text-entry method commonly used with cell phones. For
example, to enter a “b”, press the number 2 button twice. Alternatively, you
can press
Keyboard and use the on-screen keyboard to enter text.
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GETTING STARTED GUIDE FOR THE VSX SERIES
VSX Series Remote Control
Adjust the camera; navigate
through menus
Return to the Place a Call (home)
Place or end a call
Open the directory to make a call or
work with an entry
Confirm your current
selection; perform functions
on highlighted items
Increase or decrease the sound you
hear from the far sites
Mute the sound you’re sending to
the far sites
Zoom the camera image in or
out
Turn automatic camera tracking
to presets on or off
Select a camera or other video
source
Display the onscreen keyboard so you
can enter text
Start and stop sending content to far
sites (VSX 7000, VSX 8000)
Return to the previous
screen
Switch between the near-site
and far-site camera views
Show or hide the Picture-inPicture (PIP)
Store camera positions
(when followed by a
number); delete all stored
camera positions
Enter a dot in an IP address
Delete letters or numbers
Enter numbers or text; move
the camera to a stored position
Access the online help; see
current system status while in a
call
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VSX Series Remote Control (VSX 8000)
The remote control that you received with your VSX 8000 system has separate
buttons for placing and ending calls. All other buttons are the same as the
buttons on the remote controls for the VSX 3000 and VSX 7000.
SYSTEM BASICS
Place a call
In this guide, general instructions refer to the Call-Hang Up button on the remote control
supplied with the VSX 3000 and VSX 7000 systems. Instructions that apply only to the
VSX 8000 system refer to the remote supplied with the VSX 8000 system.
Getting More Information
If you need additional information about using the VSX system, try these
resources:
To view help while you’re using the system, press Help.
For network questions, contact your system administrator.
For system questions, contact Polycom Technical Support at
www.polycom.com/support.
End a call
© Polycom, Inc.
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GETTING STARTED GUIDE FOR THE VSX SERIES
Calling and Answering
Answering a Video Call
When a call comes in, you hear a ringing sound, and you may see a message
that includes the number of the person calling. If the person is listed in the
directory, you’ll also see the person’s name.
The system administrator configures the system to answer incoming calls in
one of these ways:
The system prompts you to answer the calls manually.
The system answers incoming calls automatically.
To answer the call manually:
>> When the system notifies you that a call is coming in, select Answer or
press Call-Hang Up on the remote control.
To answer the call when your system is set up to automatically answer
calls:
Placing a Video Call
>> The call connects automatically.
If you see Near on your screen, then your system is configured to automatically
mute near-end audio when a call comes in. To unmute your system, press Mute
on the remote control. For VSX 7000 and VSX 8000 systems, you can also press on
the microphone.
You can use your system to place a video call in any of these ways:
Entering a name or number
Choosing from a list of recently-called sites
Choosing a site from the Contacts or Speed Dial list on the Place a Call
screen, if your system has been configured to have one
Using the directory
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Calling by Entering a Name or Number
To place a call by entering a name or number:
1. From the Place a Call screen, enter one of these:
The ISDN number (for example, 19784444321).
The system name (for example, Ascot Conference Room).
The IP address (for example, 255.255.255.255).
The system automatically determines the type of call to make based on
the information you enter.
To learn about entering characters, see Using the Remote Control on page 1.
2. Enter any additional information needed for the call. The available
settings depend on the type of call and your system’s configuration.
Not all calls require these settings:
Call Quality – Specify the bandwidth for this call. For most calls,
choose Auto to let the system determine the best quality for the call.
Second ISDN number – Use two numbers only when the party you
are calling instructs you to do so.
Gateway extension – If you need to dial an extension, enter the
extension in the second entry field. If your system is not configured
with a second entry field, you can enter the extension when the
gateway prompts you.
CALLING AND ANSWERING
3. Press
Call-Hang Up to place the call.
Call progress indicators appear on the screen to show that the call is in
progress. When the indicators turn green, the call is connected.
Calling from the Recent Calls List
Depending on your system configuration, you may be able to choose a number
to call from a list of the sites you have called recently. The Recent Calls screen
provides details of all incoming and outgoing calls, including the time of the
calls.
To place a call from the Recent Calls screen:
1. Select Recent Calls from the Place a Call screen.
2. Scroll to the entry you want to call.
3. Press
To see details about a call listed on the Recent Calls screen, highlight the site name
and press Help.
Call-Hang Up to place the call.
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GETTING STARTED GUIDE FOR THE VSX SERIES
Calling from the Contacts or Speed Dial List
Your system administrator may have customized a Contacts or Speed Dial list
for easy calling.
To place a call using the Speed Dial or Contacts list:
1. Select Speed Dial or Contacts from the Place a Call screen.
2. Scroll to the entry you want to call.
3. Press
Call-Hang Up to place the call.
Calling by Using the Directory
The directory is a list of names and numbers that’s stored locally on the VSX
system.
If the system is registered with a global directory, the directory also includes
entries from the global directory. Global entries are marked with
types of entries, the name appears with its corresponding number, IP address,
or both.
To place a call from the directory:
1. Press Directory on the remote control.
2. Find the entry to call.
3. Press Call-Hang Up to place the call.
For more information about using the directory, see Working with Directory Entries on
page 21.
Depending on your system configuration, when you make a call using an entry with both
ISDN and IP dialing information, the system may prompt you to choose which way to
place the call.
. For both
Ending a Video Call
6
To hang up from a call:
1. Press
Call-Hang Up on the remote control.
2. Confirm that you want to end the call.
If you don’t confirm that you want to hang up, the system disconnects the call
automatically after 60 seconds.
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Types of Video Calls You Can Make
You can make either ISDN or IP calls (or both) using the VSX system,
depending on your system configuration. You can call systems on ISDN
networks, on the same LAN as your system, or on a different LAN from your
system. The network used by your system and the far-site system can affect
how you dial the call.
From… You can call… By dialing…
ISDN Phone number ISDN
IP Phone number of the far-site gateway and
CALLING AND ANSWERING
the extension (E.164 address) of the far
site.
Enter the extension after the gateway
number or wait until the gateway prompts
you for the extension.
LAN
Same LAN Alias, E.164 address, or IP address
Different LAN Access code of the near-site gateway, the
selected speed code, the ISDN number for
the far-site gateway, and the extension
(E.164 address) of the far site.
Enter the extension after the gateway
number or wait until the gateway prompts
you for the extension.
ISDN Access code of the near-site gateway, the
selected speed code, and the ISDN number
for the far site.
When you call an IP system through a gateway that requires an extension (E.164
address), enter the extension in the dialing field whenever possible. Check with your
network administrator for the extension delimiter you will need to enter into the dialing
field. For example, some networks use ## to separate the extension from the IP
address.
When you include the extension, you will be given the option of saving both the number
and the extension in the directory when the call ends. If you enter the extension after
the gateway connects, then you can save only the gateway number when the call ends.
© Polycom, Inc.
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GETTING STARTED GUIDE FOR THE VSX SERIES
Placing Audio-only Calls and Adding Audio-Only Sites (VSX 8000)
Depending on the configuration, you can use your VSX 8000 system to place
an audio-only call, or you can add an audio-only call to a video conference.
This lets you:
Use your system in the same way as a telephone.
Add audio-only participants to your video calls.
Add video calls to your audio-only calls.
Other audio options are available if your conference room has a VSX video conferencing
system integrated with a VTX™ 1000 conference phone.
For more information about using the VTX 1000 conference phone, see
Using the VTX 1000 Conference Phone in Video Calls on page 32.
Placing an Audio-Only Call
You can use your system to make audio-only calls in addition to using your
system to place video calls.
To place an audio-only call from your system:
1. On the Place a Call screen, enter the number you want to call.
To place a call within your PBX system, enter the last four digits of the
number.
To delete a digit, press
Delete on the remote control.
2. Press Call to place the call.
Adding an Audio-Only Call to a Video Call
You can add an audio participant to an existing video call.
You can add an audio-only call to a video call only if your local telephone company has
enabled three-way calling on your line.
To add an audio-only call after your video call connects:
1. Press Call on the remote control.
2. Select Add Call from the Hang-up screen.
3. Use the number buttons on the remote control to enter the telephone
number of the audio participant that you want to add to your video
conference.
4. After the audio call connects, press
Near or Far to return to the
video conference.
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Adding a Video Call to an Audio-Only Call
If you are already in an audio-only call, you can add a video call to your call.
To add a video call after your audio-only call connects:
1. On the Place a Call screen, enter the number you want to call.
2. Press Call on the remote control to place the call.
Ending an Audio-Only Call
To hang up from an audio-only call:
CALLING AND ANSWERING
1. Press
Call-Hang Up on the remote control.
2. Select the audio-only site from the Hangup screen to hang up the call.
If the person on the telephone hangs up first, you need to disconnect the call from the
VSX 8000 system, just as you would hang up a telephone receiver in a regular phone
call.
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GETTING STARTED GUIDE FOR THE VSX SERIES
Controlling What You See
Adjusting your cameras lets you show conference participants what you want
them to see. You can adjust cameras and other video sources before the
meeting starts and while the meeting is in progress.
Selecting and Adjusting a Camera or Other Video Source
You can use the remote control to select the main camera or any other nearsite or far-site video sources, such as document cameras, laptops, VCRs or
DVD players.
You can also use the remote control to adjust the main camera on VSX 7000
and VSX 8000 systems. If you have a VSX 3000 system, you must pan, tilt,
and focus the main camera manually. You can also adjust any auxiliary
camera or far-site camera that supports pan, tilt, and zoom movement.
You can adjust the far-site camera only if the camera supports pan and tilt, and the far
site system is configured to allow you to control its camera.
To select a near-site or far-site camera or other video source:
1. If you are in a call, press
far-site camera or other video source. The icon on the screen indicates
which you can select:
If you see this icon… You can control this…
2. Press Camera and then press the number button that corresponds
to the camera or other video source you want to select at the near or
far site. For example, press 1 to select the main camera.
The image from the camera or video source you selected appears on the
screen.
Near or Far to select either a near-site or
Near-site source
Far-site source
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To adjust a camera using the remote:
CONTROLLING WHAT YOU SEE
1. Press
Near or Far to select either a near-site or far-site
camera.
2. Press the arrow buttons on the remote control to move the camera
up, down, to the left, or to the right.
3. Press
Zoom to zoom out or in.
To adjust the main camera on the VSX 3000 system:
1. Position the camera up, down, to the left, or to the right manually:
© Polycom, Inc.
2. Focus the camera using the focus wheel:
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