User’s Guide
for Polycom® CX7000 Systems
1.1 | August 2012 | 3725-63878-001/C
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Contents
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Switching Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Placing a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Joining an Online Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Placing an Audio Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Preparing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Starting a Conversation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding Video or Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
About the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Understanding Meeting Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
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User’s Guide for the Polycom CX7000 System
Restarting the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Viewing Call Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Keyboard Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
MAC Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Hardware Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Serial Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Lync Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Memory Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
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1
Introduction
Welcome to the Polycom CX7000 System
The Polycom CX7000 system lets you use the familiar features of Microsoft
Lync to participate in calls with people and systems in your organization's
Microsoft Lync directory. The system's calendar shows the online meetings
and Outlook appointments scheduled for this meeting room. You can join
online meetings with a click. During online meetings, you can show content,
invite others to join, and communicate with instant messages.
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User’s Guide for the Polycom CX7000 System
Powering the System On and Off
Make sure that the system is powered off when you connect devices to it.
To power on the CX7000 system:
>> Press the power button on the front of the system.
The Polycom splash screen is displayed within about 10 seconds.
To power off the CX7000 system:
>> Press and hold the power switch on the front of the system for two
seconds.
After turning the power off, wait at least 15 seconds before you unplug the
system from its power source.
Tip: Your system may be configured to let you power off the system from the
Options menu. To do this, click
Options >
Shut Down.
Using a Different Language for Entering Text
Your system may be configured to allow you to choose which language to use
when you search for a contact or send an instant message. This way, you can
use your preferred language on any system, regardless of system’s default
language.
To choose a different input language:
>> Move your mouse to the gold language box at the bottom of your screen,
and click the language you want to use.
User Sign In
When the Polycom CX7000 system powers on, it signs in automatically and
shows the system’s scheduled meetings on the calendar. You do not need to
sign in to use the system.
If you want to view your own meetings on the calendar and your own list of
contacts, you can sign in to the system using your own Microsoft Lync
account. You then have access to all of the features of the CX7000 system, as
2
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Introduction
well as your own contacts and schedule. Others can also sign in to the system,
and you can easily switch from one user to another. The name of the active
user is displayed at the bottom of the screen.
To sign in:
1
2
From the Home screen, click the system name at the bottom of the screen.
Choose Switch Users, and enter your user name and password.
To sign out:
1
2
From the Home screen, click the system name at the bottom of the screen.
Choose Sign Out.
Tip: You are signed out automatically after the system has been idle for five
minutes.
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Calling and Answering
Placing a Video Call
You can place calls to people and systems in your organization that are
registered to the Directory Service.
To place a call:
1
Do one of the following:
— If your system is configured to show your contact list, scroll to the
contact you want to call.
— Click
Find a Contact and start typing a name. As you type, the
system finds matching names.
2
3
Click a name to select it.
Click Video Call to start the call.
Tip: Within an hour of starting the system, the Directory is automatically
synchronized with the server. During synchronization, searching for a contact
may fail. If this happens, wait a few minutes and try again. You can also
search for the full user name, for example, [email protected].
To invite others to join a conference:
1
From a conversation window, click People Options > Invite by Name or
Phone Number.
2
3
4
Start typing a name. As you type, the system finds matching names.
Click to select an entry.
Click Call to invite this person or system to the conference.
Tip: To invite multiple people, press the CTRL key and click the entries to
call.
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Calling and Answering
Answering a Call
When you receive a call, you see a call notification that tells you who is calling.
Your administrator may have configured the Polycom CX7000 system to
answer calls automatically. If so, you do not need to do anything when a call
starts.
If your system is not configured to answer calls automatically, you can answer
calls manually.
To answer a call manually:
>> In the incoming call notification, do one of the following:
— Click Accept to join the call.
— Click Redirect > Reply with an Instant Message to send a message to
the caller.
— Click Redirect > Do Not Disturb to refuse the call and set your system
to refuse all calls until you reset the system status.
— Click Decline to refuse the call.
Joining an Online Meeting
Online meetings are scheduled through the Outlook Calendar.
To join an online meeting:
1
Do one of the following:
— Click Join Online Meeting to join the online meeting that is
currently in progress.
— Click an online meeting from the Polycom CX7000 system calendar
and then click Join Online Meeting.
2
If your system is configured to require a Meeting ID, enter the Meeting ID
to start the call. You can find the Meeting ID in the meeting invitation.
Note: The Polycom CX7000 system calendar shows Outlook appointments
that are scheduled for this meeting room. However, you cannot join
an Outlook meeting or appointment from your Polycom CX7000 system.
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To enter a Meeting ID:
>> Use the keyboard to enter the Meeting ID when the system prompts you.
You can find the Meeting ID in the Join the conference link found in the
meeting email.
To schedule an online meeting:
1
In the Outlook calendar, schedule your meeting, and invite the CX7000
system.
2
Click
in the Outlook toolbar. Online meeting information is
automatically added to the meeting invitation.
Placing an Audio Call
To place an audio call:
Click Find a Contact.
Start typing a name. As you type, the system finds matching names.
Click a name to select it.
Click Audio Call to start the call.
1
2
3
4
Hanging Up an Audio or Video Call
To hang up a video call:
1
Move your mouse to the left side of the screen to display the CX7000
system in-conference toolbar.
2
Click Hang Up.
2–6
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3
Controlling Audio and Video
Controlling What You See
Before your conference, adjust the camera so that the far site can see you. Fill
the screen with people rather than with the table, chairs, walls, lights, or floor.
To adjust your Polycom camera during your conference:
1
Move your mouse to the left side of the screen to display the CX7000
system in-conference toolbar.
2
3
Click
to display the camera controls.
Click the arrow buttons to pan or tilt the camera. Click the zoom in or
zoom out buttons to move the view closer or farther away.
To adjust the camera by using the keyboard:
>> Press the Fn key with the following keys to adjust the camera position and
view.
Key
Description
Pan the camera left.
Pan the camera right.
Pan the camera up.
Pan the camera down.
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Key
Description
Zoom camera in.
Zoom camera out.
Controlling What the Far End Can See and Hear
During a call, you might want to prevent participants at the far-end sites from
hearing or seeing you for a brief period.
When you join an online meeting, your audio is muted automatically.
Tip: During a call, move your mouse to see call controls.
To pause your video:
>> Click Pause My Video in the Video window. You could continue to see the
far-end video, but the far end participants see their local video instead of
your live video.
To resume your video:
>> Click Start My Video in the Video window.
To mute your microphone:
>> Do one of the following:
— Click
on the CX7000 system in-conference toolbar.
— Click the
Mute button in the Lync toolbar.
— If a Polycom microphone is connected to your system, you can also
mute the call by pressing
on the microphone.
To unmute your microphone:
>> Do one of the following:
— Click
on the CX7000 system in-conference toolbar.
— Click the
Unmute button in the Lync toolbar.
— If a Polycom microphone is connected to your system, you unmute the
call by pressing on the microphone.
3–8
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Working with Content
When you show your Windows desktop, all sites see the same content at the
same time. You can show slides, spreadsheets, or any other type of file. The far
end cannot control the cursor or edit the file. Only one site at a time can show
content.
Polycom CX7000 lets you share a whiteboard or poll with others in the call.
However, you cannot save polls or whiteboards. Sending and receiving files
are not supported.
Preparing Content
To prepare your content:
1
2
Connect a laptop to the Polycom CX7000 system.
Open the file you want to share.
To preview your content before a call:
1
2
Click
Click
Options >
PC Content Preview.
to close the PC Content Preview window.
Showing Content
To start showing content during a call:
>> In the conversation window toolbar, choose Share > Program > PC
Content.
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To stop showing content:
>> Click Stop Sharing from the conversation window toolbar.
4–10
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Using Instant Messaging
You can send instant messages to anyone in your organization who is
registered to the Directory Service.
Starting a Conversation
To start a conversation:
1
2
3
4
Click
Find a Contact.
Start typing a name. As you type, the system finds matching names.
Click a name to select it.
Click
Instant Message to open the Instant Message window.
Adding Video or Voice
To add video to a conversation:
>> Click Video in the Lync toolbar.
To add voice to a conversation:
>> Click Call in the Lync toolbar.
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Working with the Calendar
About the Calendar
The Polycom CX7000 system calendar shows the online meetings and Outlook
appointments that are scheduled for this meeting room. You can join online
meetings directly from the calendar. The Outlook appointments are for your
information only.
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Working with the Calendar
Understanding Meeting Types
Each entry on the calendar is marked with an icon and a color. You can identify
each meeting type by the color and icon that appears in its calendar entry.
Icon
Description
Online meeting that is in progress. To join, click
Join Online
Meeting.
Online meeting that is in the future.
Online meeting that is in the past.
Outlook appointment that is in progress.Note that you cannot join
Outlook meetings using the CX7000 system.
Outlook appointment that is in the future.
Outlook appointment that is in the past.
Navigating through the Calendar
By default, the calendar shows scheduled online meetings and Outlook
appointments for today. To view the calendar for another day, click the date
you want to view.
Icon
Description
Currently selected date.
Today's date. Click to return to today's page.
Other calendar pages you can click to view.
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Managing Your System
Restarting the System
To restart the system:
>> Click
Options >
Restart System.
Shutting Down the System
To power off the CX7000 system:
>> Press and hold the power switch on the front of the system for two
seconds.
After turning the power off, wait at least 15 seconds before you unplug the
system from its power source.
Tip: Your system may be configured to let you power off the system from the
Options menu. To do this, click
Options >
Shut Down.
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Solving Problems
Viewing Call Diagnostics
You can view system statistics while you are in a call to help you troubleshoot
problems. You can also test whether the system can establish contact with a
far-site IP address.
To view system statistics:
1
During a call, move your mouse to the left side of the screen to display the
CX7000 system in-conference toolbar.
2
3
Click
on the CX7000 system in-conference toolbar.
View the following information:
Statistic
Description
CPU
Percent of system CPU in use.
Percent of system memory in use.
Memory
To test your connection to a far-site IP address:
1
During a call, move your mouse to the left side of the screen to display the
CX7000 system in-conference toolbar.
2
3
4
Click
on the CX7000 system in-conference toolbar.
Click Start to ping the far-site system.
If the test succeeds, you see the following information:
Statistic
Description
Address
IP address of the system.
Buffer (bytes)
Number of bytes of data in the package sent to the far
end. Typically, the package size is 32 bytes.
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Statistic
Description
Roundtrip Time (ms)
Total time for sending the data package and receiving a
response.
Packets Sent
Number of packets sent by this system.
Packets Received
Total Packets Lost
Number of packets received by this system.
The sum of packets lost by this system. Packet loss
indicates congestion or other problems on the network.
% Packets Lost
Total packet loss as a percentage of the total number of
packets transmitted by your system and those
transmitted by the far end.
Solving Audio and Video Problems
Symptom
Corrective Action
General
The system won’t power on.
Ensure that your power cable is connected
securely to a working power outlet.
Video
My camera is not listed in the
device selection list.
Ensure that your camera cable is connected
securely.
Restart the Polycom CX7000 system.
Others don't see my video.
Ensure that your camera cable is connected
securely.
Restart the Polycom CX7000 system.
Audio
Others don't hear my audio.
Ensure that your audio is not muted. If your audio
is muted, you see
on the Lync toolbar.
Ensure that your microphone cable is connected
securely.
Far-site participants hear an
echo.
Reduce the volume on your system.
Place the microphone and speakers as far apart
as possible.
8–16
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Solving Problems
Symptom
Corrective Action
Far-site participants hear
poor audio.
Place the microphone farther from the person
speaking. Speaking too close to the microphone
can cause poor audio quality.
I don't hear audio from
others.
Ensure that the far-site audio is not muted.
Ensure that your volume is set to an audible level.
Ensure that your speaker cable is connected
securely.
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Configuration Pages
System Information
Meeting Room Name
Displays the name of the Polycom CX7000 system. Typically, the Polycom
CX7000 system has the same name as the conference room where the system
is located.
IP Address
Domain
Displays the IP address currently assigned to the system.
Displays the domain name currently assigned to the system.
Displays the language for the user interface.
Language
Keyboard Layout
Time Zone
Displays the keyboard layout of the attached keyboard.
Displays the time zone for this location.
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Configuration Pages
MAC Address
Displays the system's MAC address.
Hardware Version
Serial Number
Displays the system's hardware version.
Displays the system’s serial number, if your system’s hardware version
supports this feature.
System Status
Gateway
Displays the status of the gateway currently assigned to this system.
Displays the status of the DNS server currently assigned to this system.
Displays the sign-in status of the Lync application.
Displays the percentage of memory in use.
DNS
Lync Server
Memory Usage
CPU Usage
Displays the percentage of CPU in use.
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Polycom Solution Support
About Polycom Professional Services
Polycom Implementation and Maintenance services provide support for
Polycom solution components only. Additional services for supported
third-party Unified Communications (UC) environments integrated with
Polycom solutions are available from Polycom Global Services and its certified
Partners. These additional services help customers successfully design,
deploy, optimize and manage Polycom visual communications within their
UC environments.
Professional Services for Microsoft Integration is mandatory for Polycom
Conferencing for Microsoft Outlook, Microsoft Office Communications Server
and Microsoft Lync Server 2010 integrations. For additional information and
details, please refer to
contact your local Polycom representative.
© 2012 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
Polycom®, and the names and marks associated with Polycom's products are
trademarks and/or service marks of Polycom, Inc. and are registered and/or
common law marks in the United States and various other countries.
All other trademarks are property of their respective owners.
Patent Information
The accompanying product is protected by one or more U.S. and foreign
patents and/or pending patent applications held by Polycom, Inc.
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