User’s Guide for Polycom® HDX®
Systems and the Polycom Touch
Control
Version 3.0.5 | July 2012 | 3725-61794-005/A
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Contents
Using the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Call Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Showing Content from a Computer Connected Directly to the
Showing Content from a Computer Connected Directly to
the HDX System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
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Polycom HDX 9004, Polycom HDX 9002, and
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Viewing Presence States for Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Microsoft Office Communications Server 2007 R2 or
Viewing Microsoft Office Communications Server or
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Allow Room or Call Monitoring with the
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
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User’s Guide for Polycom® HDX® Systems and the
Polycom Touch Control
This guide includes overview information that you might find helpful when
you’re just starting to learn about video conferencing or when you have
experience, but you need a quick refresher.
The latest user information about version 3.0.5 of the Polycom HDX System
software, version 1.5.0 of the Polycom Touch Control Operating System
software, and version 1.5.0 of the Polycom Touch Control Panel software is
provided in this guide.
This guide covers instructions for the Polycom HDX room systems with the
Polycom Touch Control.
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User’s Guide for Polycom HDX Systems and the Polycom Touch Control
Using the Polycom Touch Control
You use the touch control to place calls, adjust the volume, control the camera,
show content, and select options.
Use the Polycom Touch Control to control
a Polycom HDX system.
Touch the screen to select an item.
Drag your finger across the screen to
scroll.
Use the call screen for
quick access to common
tasks while you are in a
call.
Scroll left and right on the
Home screen for quick access
to common calling and
configuration tasks.
Press Back to go to the
previous screen. Press Home
to go to the Home screen.
Powering the System On and Off
Caution. In order to avoid corrupting the file system, always power off a Polycom
HDX system using the power button on the system. After turning the power off in
this way, wait at least 15 seconds before you unplug the system from its power
source. This helps ensure that the system powers off correctly.
The
Power button affects any HDX system within the range of the remote
control, regardless of the Channel ID setting.
To power on the Polycom HDX system:
>> Press the power switch on the front of the HDX system. The Polycom
splash screen is displayed on the monitor within about 10 seconds.
To power on the Polycom Touch Control:
>> Reconnect the LAN cable to the underside of the device. The Home button
is lit when the device is powered on.
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To power off the Polycom HDX system:
>> Press and hold the power switch on the front of the system for 2 seconds.
After turning the power off in this way, wait at least 15 seconds before you
unplug the system from its power source.
To power off the Polycom Touch Control:
1
2
3
4
From the Home screen touch
Scroll to the Power section.
Select Touch Control Power.
User Settings.
In the menu that appears, select Power Off the Touch Control. If you
choose to power off the Polycom Touch Control, you must disconnect
and reconnect the LAN cable to power it on again.
To wake up the Polycom Touch Control:
>> The touch control goes to sleep after 2 minutes of inactivity. Touch the
screen to wake it up.
Power On Self Test (POST)
After the splash screen is displayed, the HDX system automatically performs
system health checks every time the system starts. As each check begins, a
message appears on Monitor 1.
If a test fails, press
process. If you’re using the Polycom Touch Control, press
Hangup on the remote control to continue the startup
Hangup on the
virtual remote control. However, even if the system appears to start up,
Polycom recommends that you contact Technical Support before using your
HDX system if any of the system tests fail.
Calling and Answering
Answering a Call
The way a Polycom HDX system handles incoming calls depends on how it is
configured. It either answers the call automatically, rejects the call
automatically, or prompts you to answer the call manually.
If the Polycom HDX system does not answer incoming calls automatically,
you are prompted to answer manually. Touch Answer or Ignore when a call
comes in.
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Placing a Call
You can use your system to place a video call in any of these ways:
•
•
Entering a name or number on the Place a Call screen.
Choosing a site from:
— Recent Calls list
— Favorites screen
— Directory
•
Calling into a scheduled meeting from the Calendar screen.
Calling by Entering a Name or Number
To place a call by entering a name or number:
1
2
From the Home screen touch
Place a Call.
In the dialing field, enter the dialing information. Depending on the
capabilities of your system and the system you are calling, the dialing
information could look like one of these examples:
— 10.11.12.13 (IPv4 address—include the dots)
— 1b11:22ad:333a:444b:5cc5:66d6:e777:88f8 (IPv6 address—include the
colons)
— 2555 (E.164 extension for H.323 or SIP)
— stereo.polycom.com (DNS name)
— 19782922854 (ISDN or phone number)
— [email protected] (SIP)
To enter letters, touch
accented characters.
Keyboard. Touch and hold keys to access
To backspace, touch
Delete.
3
Touch
to place the call.
Call progress indicators appear on the HDX system monitor to show that
the call is in progress. When the indicators turn green, the call is
connected.
For more information about using the Place a Call screen, refer to Types of
Calling from the Recent Calls List
The Recent Calls screen provides details of all incoming and outgoing calls,
including the time of the calls.
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To place a call from the Recent Calls screen:
1
From the Home screen, touch
Calls.
Place a Call, and then touch Recent
2
Touch an entry to place the call.
You can filter the list by touching All, Placed, or Received.
To see more details about a call listed on the Recent Calls screen, touch
next to the entry.
Calling from the Favorites Screen
You might be able to see a list of Contacts on the Favorites screen.
To place a call from the Favorites screen:
1
2
From the Home screen touch
Touch an entry to place the call.
Place a Call, and then touch Favorites.
To see more details about an entry in Favorites, touch
next to the entry.
To add, edit, or delete Favorites:
1
In the browser address line, enter the HDX system’s IP address to access
its web interface.
To use the HDX web interface, you must use Internet Explorer version 6.x, 7.x, or
8.x and configure your browser to allow cookies. Enter the IP address of the HDX
Maximum Security Profile or Security Mode enabled, you must use the
Using the HTTPS protocol ensures that the configuration of all login information
(such as user names and passwords) are transmitted using an encrypted channel,
including those user names and passwords used to communicate with third-party
systems on your network. Using the HTTPS protocol severely limits the ability of
anyone on the network to discover these credentials.
2
3
4
Select Place a Call > Directory.
Select +Favorites in the directory list.
Do one of the following:
— Select Create Contact to create a new Favorite.
— Select Add from Directory to add an existing directory entry to
Favorites.
— Highlight a Favorite, and then edit or delete it.
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Calling from the Directory
If the system is registered with a directory server, you can browse or search for
a name to call.
To place a call from the directory:
1
2
From the Home screen touch
Search the Directory.
Scroll to the entry or group you want, or touch the Search field to start
entering the name.
3
Touch an entry to place the call.
When calling a contact with multiple devices, the HDX system attempts to
place the call as follows:
1
Using the first call type in the preferred dialing order configured by the
administrator, the system calls the first device listed for the directory
entry, then the second device, and so on until the call connects.
2
If the call fails to connect to any device, the system attempts to place the
call using the next call type in the preferred dialing order, starting with
the first device, then the second device, and so on until the call connects.
To call a specific device, touch the
Info button next to the entry, and then
touch the number for the device that you want to call.
Calling from the Calendar
If your HDX system is configured to connect to the Microsoft Exchange Server,
and the Polycom Conferencing for Microsoft Outlook add-in is installed at
your site, you can join a scheduled meeting from the Calendar screen. If the
Calendar screen is blank, the system is not connected to the Microsoft
Exchange Server or no meetings are scheduled.
To join a scheduled meeting from the Calendar screen:
1
From the Home screen touch
at the top of the screen.
Calendar or the date and time display
2
Touch Join to call into the meeting. Only meetings scheduled with the
Polycom Conferencing Add-In for Microsoft Outlook display a Join
button.
You can switch between
day-view and
month-view screens. You
can touch
meeting.
Info in the day view to see the meeting details and join the
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Call Screen
When you are in a call, the call screen appears. From the call screen you can
complete these tasks:
•
•
•
•
•
•
•
•
Touch the Volume slider to adjust the volume at your site.
Touch the Mute icon to mute or unmute your microphones.
Touch Hang up to end the call.
Touch Add call to add another call participant.
Touch Cameras to adjust the cameras or view presets.
Touch Keypad to send DTMF tones.
Touch Show Content to select, start, or stop content.
Touch Layout to change the video layout at your site.
•
Touch
to get more information about the participants in the call or
view call statistics.
Hang Up
Add Call
Cameras
Mute
Keypad
Show Content
Layout
If you navigate away from the call screen during a call, you can return to it at
any time by touching the green Back to the Call button.
Ending a Call
To hang up from a call:
1
2
From the call screen touch Hang Up.
If prompted, confirm that you want to hang up.
In audio-only calls, if the person on an analog telephone hangs up first, you need to
disconnect the Polycom HDX system from the call, just as you would hang up a
telephone receiver in a regular phone call.
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Types of Video Calls You Can Make
Depending on your system configuration, you might be able to make calls
using ISDN, H.323, SIP, or V.35/RS-449/RS-530. You can place an audio-only
call from Polycom HDX systems that have Analog Phone or Voice Over ISDN
enabled.
The following table lists some possible call combinations.
From...
You can call...
By dialing...
ISDN
ISDN
IP
Phone number
Phone number of the far-site gateway
and the extension (E.164 address) of the
far site.
Enter the extension after the gateway
number or wait until the gateway
prompts you for the extension.
LAN
Networked and Public
Sites
SIP URI, E.164 address, DNS name, or
IP address.
Protected and Private
Sites
Typically, the far site's gateway number
then the number of the far-site system.
Consult with the far site about the best
method for placing the call.
ISDN
Depending on the H.323 gatekeeper or
SIP server, the access code of the
near-site gateway, the speed code, and
the ISDN number of the far site. Contact
your system administrator for more
information.
Points to note about special dialing scenarios:
•
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 need to
enter into the dialing field. For example, some networks use ## to separate the
extension from the IP address.
•
If you need to insert a pause, add one comma in the dial string for each second
you want the system to pause.
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Participating in an Encrypted Call
If encryption is enabled on the system, a locked padlock icon appears on the
monitor when a call is encrypted. If a call is unencrypted, an unlocked padlock
appears on the monitor.
•
If you are in a point-to-point call or a multipoint call hosted by another
system, the padlock icon displays the state of your individual connection.
•
If you are hosting a multipoint call, the padlock icon displays the
combined state of all connections: encrypted if all connections in the call
are encrypted, unencrypted if one or more connections in the call are not
encrypted.
In one call, some connections might be encrypted while others are not. The
padlock icon might not accurately indicate whether the call is encrypted if the
call is cascaded or includes an audio-only endpoint. If encryption is required
on your system, the far end must support encryption or the call will not be
completed. To avoid security risks, Polycom recommends that all participants
communicate the state of their padlock icons verbally at the beginning of a call.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the touch control to select and adjust the main camera or other
near-site or far-site video sources, such as document cameras, computers,
VCRs, or DVD players. You might be able to adjust other auxilary cameras or
far-site cameras that support pan, tilt, and zoom movement.
You can adjust the far-site camera only if it is configured at the far site to allow you
to control it.
To select a near-site or far-site camera, or other video source:
1
From the call screen touch Camera, or from the Home screen touch
Cameras.
2
3
If you are in a call, touch Near or Far to select either near-site or far-site
control.
Touch Select Camera, and then touch the camera or other video source
you want to use.
The icon for the video source moves up slightly on the screen, and the
video source is shown to the call participants.
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To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye 1080,
Polycom EagleEye III, or Polycom EagleEye Director using the touch control
1
Select either a near-site or far-site video source to control. During a
multipoint call being hosted by a system in the call, you can only adjust a
camera at the far site that is currently speaking.
If you are using an EagleEye Director and camera tracking is on, you must turn
camera tracking off before adjusting the camera.
2
3
Touch Control Camera.
Touch the arrow buttons on the touch control to move the camera up,
down, left, or right.
4
Touch
and
to zoom out or in.
To adjust a Polycom EagleEye View camera:
1 Manually swivel the camera right, left, up, or down to frame the view.
2
Turn the focus wheel to adjust the focus.
3
Select the camera, and then touch
and
.
If you zoom in, you can pan or tilt the camera electronically by pressing
the arrow buttons.
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To open or close the privacy shutter on the Polycom EagleEye View camera:
>> Move the slider to the right to close the privacy shutter, or to the left to
open it. You can still make and receive calls when the shutter is closed, but
the people at the far site cannot see you.
Starting and Stopping Camera Tracking with EagleEye Director
If EagleEye Director tracking is enabled, the camera follows the person or
people who are speaking. This tracking action, also called automatic camera
positioning, can be manually started or stopped.
To start camera tracking:
1
2
Touch Cameras on the Home screen or Call screen.
If the EagleEye Director is not currently selected, take the following steps:
a
b
Touch Select Cameras and select the EagleEye Director camera.
Touch Control Camera.
3
Select Start Camera Tracking.
To stop camera tracking:
>> Touch Cameras on the Home screen or Call screen and select Stop Camera
Tracking.
Camera tracking can also start or stop based on the following actions:
•
•
•
Camera tracking starts automatically when you make a call.
Camera tracking stops once you hang up a call.
Camera tracking temporarily stops when you mute the HDX system. It
resumes when you unmute the HDX system.
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Setting and Using Camera Presets
Camera presets are stored camera positions that you can create ahead of time
or during a call.
Presets allow you to:
•
•
Quickly point a camera at pre-defined locations in a room.
Select a video source such as a VCR or DVD player, a document camera,
or an auxiliary camera.
If your system’s camera supports pan, tilt, and zoom movement, you can
create up to 10 preset camera positions for the near site camera. Each preset
stores the camera number, its zoom level, and the direction it points. These
presets remain in effect until you delete or change them.
If far-site camera control is allowed, you can create 10 presets for the far-site
camera. These presets are saved only for the duration of the call. You might
also be able to use presets that were created at the far site to control the far-site
camera.
To view presets or move the camera to a stored preset:
1
2
From the Home screen or call screen, touch Camera.
If you are in a call, touch Near or Far to select either near-site or far-site
control.
3
Touch View Presets.
Icons for presets 0-9 are shown on the screen. Solid preset icons indicate
stored camera positions. Transparent icons indicate unassigned presets.
4
Touch a number to go to a saved preset.
To store a preset:
1
2
From the Home screen or call screen, touch Camera.
If you are in a call, touch Near or Far to choose a near-site or far-site
camera.
3
4
5
Touch Select Camera to choose a camera or other video source.
Touch Control Camera to move the camera to the desired position.
Touch View Presets, then touch and hold a number for 5 seconds to store
the preset position. Any existing preset stored at the number you select is
replaced.
You cannot delete a preset. Instead, overwrite an existing preset with the new
camera position.
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Changing the Layout during a Video Call
When the call connects, you can change the video layout displayed at your site.
>> From the call screen, touch Layout. If the call screen has no Layout tab, you
cannot change the video layout at your site.
— Touch Inside to change the location of the PIP.
— Touch Outside and then select Touch to Change Layout in the middle
of the screen to cycle through different Dual Monitor Emulation
layouts on the HDX system monitor.
— To swap near and far video, which includes both people and content,
touch Swap Picture.
— If the call is hosted by a Polycom RMX®system, a Multiple Site
Layouts tab might appear, which you can touch to select various
multipoint views for different numbers of sites. Touch the My Picture
tab to return to the Inside, Outside, and Swap Picture PIP choices.
Adjusting Touch Control Brightness
You can adjust the brightness of the Polycom Touch Control screen.
To adjust the touch control display brightness:
1
2
3
From the Home screen touch
User Settings.
Select Touch Control tab if it is visible.
Use the slider under Display to adjust the display’s brightness.
Controlling What You Hear
Adjusting Volume
You can raise or lower the volume of the meeting. Changing the volume affects
only the sound you hear at your site.
To adjust the volume:
1
2
From the Home screen touch
Audio.
Use the Volume slider to increase or decrease the call volume. When you
are in a call, volume control is available on the call screen and in the top
right corner of other screens.
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Muting the Microphone
You can mute the microphone if you do not want the far site to hear
conversations at your site.
To mute or unmute the microphone:
>> From the Home screen touch
Audio. On the audio screen you can
touch
Mute to control your microphones. When you are in a call,
mute controls are available on the call screen and in the top right corner of
other screens.
If a Polycom tabletop microphone array is connected to your system, you can
also mute the call by pressing
on the microphone.
Points to note about muting the microphone:
•
Muting the microphone mutes audio coming from auxiliary audio inputs on
Polycom HDX 7000 series, Polycom HDX 8000 series, and Polycom HDX 9000
series.
•
•
Muting the microphone does not mute audio coming from any device connected
to the VCR or content audio inputs.
The red mute indicator on the front of the Polycom EagleEye View camera is lit
when the system is muted or when a Polycom microphone is connected and
muted.
•
The microphone might automatically mute when the system automatically
answers an incoming call.
Adjusting Touch Control Volume
You can adjust the volume levels of the Polycom Touch Control ring tone and
user alert tones.
To adjust the touch control volume:
1
2
3
From the Home screen touch
User Settings.
Select Touch Control tab if it is visible.
Use the Volume slider to adjust the Polycom Touch Control volume.
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Enjoying Stereo Audio in Video Calls
If your video conferencing room is configured to use stereo sound, the left and
right microphone inputs are configured during system setup. It is important
that you do not move the microphones as this might detract from the stereo
audio experience.
Stereo audio is only available in video calls of 256 kbps or higher.
Showing Content
Depending on how your system is configured, you might be able to show
content that is stored on a computer or a USB drive. When you show content,
the far site can see you and what you see on the computer screen.
You might be able to show the following to the far sites:
•
Any information stored on a computer
•
•
•
•
Real-time annotations made using the Polycom UC Board™
Some types of information stored on a USB drive
A paper document or object placed on a document camera
A videotape or DVD
You can show one content source and one people video source at a time, and
you can switch to a different type of content or people video source if you need
to. Participants at other sites can also show content or people video sources.
Content shown is from one site at a time; another site sharing content
overrides any content being shared.
When you are showing content, a message appears on your main monitor.
Whether you also see the content on your monitor or projector depends on
how your system was configured.
Showing Content from a Computer Connected Directly to the
Polycom Touch Control
People+Content IP allows you to send content from a computer that is
connected directly to the Touch Control.
To start showing content from a computer connected directly to the Touch Control:
1
Using the USB content cable, connect the computer directly to the
underside of the Touch Control.
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If autorun is enabled on the computer, you are prompted to run
People+Content IP. If autorun is disabled on your computer,
People+Content IP shows up as an external drive, and you must navigate
to My Computer to launch it manually.
2
3
4
Launch People+Content IP.
Open the content you want to show, and click
in People+Content IP.
Click in People+Content IP to stop showing content.
Showing Content with People+Content™ IP
People+Content™ IP allows you to send content from a computer that is not
connected directly to the Polycom HDX system or Polycom Touch Control.
Points to note about People+Content IP:
•
•
People+Content IP provides video-only content. No audio is shared.
People+Content IP supports any computer desktop resolution with color set to
16-bit or higher.
•
•
Your computer resolution can be set to anything, but People+Content IP scales
the image to 1024x768 or 1280x720.
The People+Content IP application must be installed on a computer.
To install People+Content IP on a computer:
1
On a computer with a Microsoft® Windows XP, Windows Vista, or
Windows 7 operating system, open a web browser and go to
2
Download and install the People+Content IP software.
To start showing content:
1
2
On the computer, start the Polycom People+Content IP application.
Enter the IP address or host name of the Polycom HDX system and the
meeting password, if one is set. To view the IP address of the HDX
system, touch
System from the Home screen and then touch
next to HDX System.
3
4
On the computer, click Connect.
Open the content you want to show, and click
in People+Content IP.
If you are using multiple screens on your computer, move the People+Content IP
icon to the screen you want to share.
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To stop showing content:
1
If the People+Content IP toolbar is minimized, maximize it by clicking
the icon in the task bar.
2
3
Click
in People+Content IP.
Click Disconnect.
To keep a multipoint call hosted by the HDX system secure, content is automatically
stopped when a participant joins the call.
Showing Content from a Computer Connected Directly to
the HDX System
Before you show content, check that the computer video output is configured
to use one of these supported resolutions and refresh rates.
Polycom HDX 9006, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series systems
Resolution
640 x 480
Refresh rates (Hz)
60, 72, 75, 85
60, 72, 75
60, 70, 75
50, 60
60
800 x 600
1024 x 768
1280 x 720
1280 x 960
1280 x 1024
1680 x 1050
1920 x 1080
60, 75
60
60
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Polycom HDX 9004, Polycom HDX 9002, and
Polycom HDX 9001 systems
Resolution
640 x 480
Refresh rates (Hz)
60, 72, 75
60, 72, 75
60, 70, 75
50, 60
800 x 600
1024 x 768
1280 x 720
1280 x 1024
60
The way you set the resolution and refresh rate differs, depending on the type of
operating system you have. Check your computer’s manual or help topics for the
appropriate steps.
To start showing content:
To show people and content at the same time, the HDX system input must be
configured for content.
1
Make sure the computer is powered on and connected to the Polycom
HDX system.
Polycom HDX 9004: You can connect a computer to video input 4 or 5.
When you connect to video input 4, you can also connect to audio input 4
to share sound from your computer.
Polycom HDX 9002, Polycom HDX 9001: You can connect a computer to
video input 4.
Polycom HDX 9006 or Polycom HDX 8000 series: You can connect a
computer to video input 4. You can also connect to audio input 4 to share
sound from your computer.
Polycom HDX 7000 series: You can connect a computer to video input 3.
You can also connect to audio input 3 to share sound from your computer.
Polycom HDX 6000 series: You can connect a computer to video input 2.
You can also connect to the audio input to share sound from your
computer.
2
3
From the Home screen or call screen, touch Show Content.
Touch the computer input.
Audio from the content input sources in step 1 is muted unless the content
input is selected as a video source.
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To stop showing content:
>> From the Content screen, touch the computer source to stop showing it.
Showing Content from a USB Drive
A Polycom Touch Control can show content stored on a USB drive. You can
annotate the file while showing it to the far sites.
To show content from a USB drive using a Polycom Touch Control:
1
Connect the USB drive to the USB connector on the right side of the
Polycom Touch Control.
2
3
From the Home screen or call screen, touch Show Content.
To view the files stored on a USB drive, touch the USB drive
button.
If another participant has People+Content IP connected to the HDX
system to show content, that content must be stopped before the Polycom
Touch Control can show content from a USB drive.
4
Navigate to the file that you want to show.
The Polycom Touch Control can open slideshows (.pptx), documents
(.pdf), and images (.bmp, .gif, .jpg, .png).
— To browse by Name, File Type, or Date Modified, do the following:
»
»
Touch the tabs at the bottom of the screen.
Touch a tab again to reverse the sort order.
»
»
Touch a folder to open it.
Press
to go back one level.
— To filter by All Files, Recently Viewed Files, or type of file such as Slide
Presentations, Documents, or Images, press
.
— To search for a file, touch the search field at the top of the screen.
Touch a folder to open it.
5
To view a file, touch it.
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6
To show the file to other call participants, touch Show Content.
While viewing a file, you can do the following on the Touch Control
screen:
— To zoom in or out, touch
original size, touch
and
. To reset the content to its
.
You can also zoom in and out by sliding two fingers together or apart
on the screen. Touch and drag the image to move it around the screen
and view different areas.
— To go back and forth within the pages while showing a file, touch the
arrows on the bottom left and right of the Touch Control screen. To
view thumbnails, press
that page.
, and then touch any thumbnail to jump to
7
8
To stop showing the content of a file, touch Stop Content.
To eject the USB drive before disconnecting it, touch the
button.
To annotate the content:
1
While you are showing content from a USB drive, touch
the annotation toolbar.
to access
— Touch
— Touch
— Touch
to draw red lines on the content.
to add yellow highlighting to areas of the content.
to white out areas of the content.
2
3
After you select a tool, touch and drag your finger across the screen to
use it. If you are in a call and showing the content, the far sites see your
annotations.
To clear the annotations, touch
. The annotations are automatically
cleared when you go to another page or touch Stop Content.
Showing Content from a Document Camera, VCR, or DVD Player
Depending on how your system is configured, you might be able to show
different types of information to other sites in a call, such as through a
document camera, VCR, or DVD player.
Before the call begins:
•
Make sure the document camera, VCR, or DVD player is connected and
powered on. Refer to the setup sheet that came with your system.
•
Position your document or object on the document camera or insert the
videotape or DVD.
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To start showing a document, object, videotape, or DVD in a call:
1
2
From the Home screen or call screen, touch Show Content.
Touch a content source.
The icon for the video source moves up slightly on the screen, and the
content is shown to the call participants.
To stop showing a document, object, videotape, or DVD in a call:
>> From the Content screen, touch the content source to stop showing it.
The icon for the video source moves down on the screen, and the content
is no longer shown to the call participants.
Showing Content with Polycom People on Content™
The Polycom People on Content™ feature allows you to show yourself on top
of content that you are sharing. The effect is similar to a weather newscast on
television. This feature is sent as a people source, therefore you cannot send a
content source when using People on Content.
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For more information on how to set up a room to maximize the People on
Content feature, see the Administrator’s Guide for Polycom HDX Systems. You
can also contact your administrator for information about enabling or
configuring People on Content.
Follow these guidelines when you are presenting content with People on
Content:
•
•
•
•
Wear solid neutral-colored clothes.
Avoid wearing black, white, or the color of your background.
Make sure that the room is well lit.
Stand about 3 feet in front of the background to avoid casting shadows
on it.
To show content with People on Content:
1
2
3
Make sure that the content you want to show is ready.
From the Home screen or call screen, touch Show Content.
Touch PeopleOnContent.
The icons for the foreground and background video sources move up
slightly on the screen. The camera moves to the preset location. Content is
displayed in place of the background.
The foreground and background video sources are configured by the
administrator. You can adjust the camera or choose a different foreground
video source after you start showing content with People on Content.
To stop showing content with People on Content:
>> From the Content screen, touch PeopleOnContent to stop the content.
Using the Polycom UC Board™
By using the Polycom UC Board stylus and receiver with a USB hub and either
a standard whiteboard and projector or dual-monitor setup, you can show and
annotate content in real time from selected Polycom HDX systems. Integration
with HDX system software means that you do not need to start an external
application to use the UC Board.
For information about setting up and getting started with the UC Board, refer
to the Quick Start Guide for the Polycom® UC Board™ and the Administrator’s
To use the UC Board with your Polycom HDX system:
1
2
Ensure that the monitors or projector is powered on.
Tap the stylus on the content monitor (second monitor) or whiteboard, or
begin drawing with the stylus.
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The following HDX systems, running software version 3.0.3 or later, support
the UC Board:
•
•
•
Polycom HDX 7000 HD system with Hardware Version C or D
Polycom HDX 8000 HD system with Hardware Version B
Polycom HDX 9006
Save and Retrieve Features
UC Board includes the following save and retrieve features:
•
•
Save and retrieve up to 200 images as JPEG files on a USB storage device
Import and annotate existing JPEG images, such as PowerPoint slides,
then save changes to a USB storage device
•
•
View saved slides and pages of thumbnail slides
Delete slides from the USB storage device
Importing Slides or Graphics to a USB Storage Device for Use with
UC Board
To import graphic files or Microsoft PowerPoint slides to a USB storage device:
1
2
3
Insert a USB storage device into a USB drive on your Macintosh or
Windows computer.
On the USB storage device, create a new directory named My
Whiteboard. This directory name is a requirement.
To save PowerPoint slides, complete the following steps. For other file
types, skip to the next step.
a
Open the PowerPoint application, then open the desired presentation
file.
b
Save the presentation to the directory you created in step 2 as JPEG
File Interchange Format.
When asked, Do you want to export every slide in the presentation
or only the current slide?, select Every Slide and click OK.
You can save .jpg files up to 512 kb or 15840 x 8640. Larger files are not saved.
4
5
To export graphic files, save them as .jpg format and then save the files to
your USB storage device.
Insert the USB storage device into the HDX system’s USB port.
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You can extend the reach of the USB connector on the HDX system by installing an
active USB extension cable.
Viewing and Deleting Content on the UC Board
To view slides saved on a USB storage device:
>> With a slide open on the UC Board, do one of the following:
— Hold the stylus close to the UC Board and tap the
Next Arrow or
Previous Arrow on the screen to navigate the slides.
— Hold the stylus close to the UC Board and click the large button shown
in the following figure to go to the next slide or click the small button
to go to the previous slide.
To view thumbnails of slides saved on a USB storage device:
1
2
On the UC Board screen, tap the
Thumbnail icon with your stylus.
Thumbnail pages are loaded onto the UC Board screen. When your
presentation contains more than 20 slides, a number at the top of the UC
Board screen displays your current page. You can load up to 10 pages of
thumbnails with 20 slides on each page.
3
To navigate through the slides in thumbnail view, do one of the
following:
— On the UC Board screen, use your stylus to tap the
Next Arrow
to view the next 20 slides or the
previous 20 slides.
Previous Arrow to view the
— Hold the stylus close to the UC Board and click the large button for the
next set of 20 slides or the small button for the previous set of 20 slides.
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Points to note about the UC Board
When a USB memory device connected to your HDX system, the following
scenarios are possible:
•
•
•
When you accept an incoming call, the UC Board closes and the current content
is saved automatically.
When a point-to-point call ends, the UC Board closes and the current content is
saved automatically.
In a multipoint call, if the far end hangs up the call, the UC Board content does
not close. When the near site also hangs up the call, the UC Board closes and
the content is saved.
•
•
If you annotate a slide and save your changes, an original slide copy is saved
on the USB storage device, resulting in an original copy and an annotated copy.
While viewing slides, if you annotate an existing slide or create a new
whiteboard and then save your changes, the new whiteboard is stored after the
slide you last viewed.
•
When slides are deleted, added, or saved, slide order is maintained so that no
gaps exist in numbering.
To delete slides from a USB storage device:
1
On the UC Board screen, tap the
stylus.
Trash Can icon with your
All slides on the page display X icons.
2
On the slide you want to delete, tap the X icon with your stylus.
Saving Content on the UC Board
To save changes to content on the UC Board:
>> As shown in the following figure, tap the Save
icon with your UC
Board stylus.
You hear a beep tone indicating content is saved to the USB storage device.
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Including Multiple Sites in Calls
During a multipoint call, multiple sites can see and hear each other. You can
also share content in a multipoint call, just as you can in a point-to-point call.
All systems can participate in multipoint calls. To host multipoint calls, your
system must have optional software installed. You can host multipoint calls
using a video conferencing system with multipoint capabilities, or you can use
a bridge such as the Polycom RMX 1000, Polycom RMX 2000, or Polycom
MGC™.
If your multipoint calls disconnect after 5 minutes, your system might be set up for
the multipoint trial. To do untimed multipoint conferences, a multipoint key must be
installed. Contact your administrator for assistance.
Placing a Multipoint Call
How you place a multipoint call depends on whether you’re using a Polycom
HDX system with multipoint capabilities or a bridge such as the Polycom
MGC or Polycom RMX conference platform. The number of sites allowed in
the call is determined by the capabilities of the system or bridge hosting the
call. The call can include any combination of IP H.323, SIP, ISDN, V.35/Serial,
and audio-only endpoints, although some ISDN systems might not be
configured to allow mixed IP and ISDN calls. For more information about call
To place a multipoint call by adding sites to a call:
1
2
3
Call the first site.
When the call connects, touch Add Call from the call screen.
Place a call to the next site. For more information, refer to Placing a Call
4
Repeat steps 2 and 3 until all sites are connected.
To place a multipoint call using a directory group:
1
2
From the Home screen touch
Search the Directory.
Touch a group folder in the directory list.
Depending on how your system is configured, it attempts to call the group
using a pre-defined list of call types. Contact your system administrator
for more information.
To place a cascaded multipoint call:
1
Call a group from the directory, or place calls one at a time to several
2
Ask each site to call additional sites.
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Passwords for Multipoint Calls
You might be required to enter a meeting password to join a multipoint call.
And you can require that far sites enter a meeting password, to prevent
unauthorized participants from joining multipoint calls hosted by your HDX
system.
•
•
If you need to generate touch tones (DTMF tones), touch Keypad from the call
screen. Then use the keypad number buttons.
SIP calls do not support meeting passwords. SIP endpoints calling into a
multipoint call protected by a password might not be able to join the call.
To enter a meeting password:
•
If a prompt appears on the screen, use the onscreen keyboard to enter the
password.
•
If you hear an audio prompt, use the keypad to generate DTMF tones.
To configure a meeting password:
1
2
3
From the Home screen touch
User Settings.
Touch the HDX System tab.
In the Meeting Password field under Meetings, enter the password.
Multipoint Viewing Modes
What you see during a multipoint call can vary depending on how the
Polycom HDX system is configured, the number of sites participating, the
number of monitors you are using, and whether content is shared. The
multipoint viewing mode configured on the host system is the one used in the
call. To find out more about these modes, please talk to the administrator of
your Polycom HDX system. The following table describes the different
multipoint viewing modes when an HDX system is hosting the multipoint call.
Setting
Description
Video images from multiple sites can be automatically combined on one monitor in
a display known as continuous presence.
Auto
The view switches between continuous presence and
full screen, depending on the interaction between the
sites.
If multiple sites are talking at the same time,
continuous presence is used. If one site speaks
uninterrupted for at least 15 seconds, that site appears
in full screen on the monitor.
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Setting
Description
Discussion
Multiple sites are displayed in continuous presence.
The current speaker’s image is highlighted.
Presentation
The speaker sees continuous presence while the other
sites see the speaker in full screen on the monitor.
Full Screen
The site that is speaking is shown in full screen to all
other sites. The current speaker sees the previous
speaker.
Using Chair Control for Multipoint Calls
During some multipoint calls, you can use chair control to manage the video.
In this type of call, the chair controller can choose the site whose video is sent
to other sites in the conference. The chair controller can also disconnect a site
or end the conference. Any participant can choose to view a specific site,
request to be the broadcaster, or request to be chair controller.
Only one site at a time can be the chair controller. Before a site can become the
controller, the site with control must give up control.
The type of host for the multipoint call and the systems in the call determine
whether chair control is available.
Hosted by...
Allows chair control if...
Video Conferencing
System
The call includes:
•
Polycom HDX systems, ViewStation® EX, ViewStation
FX, VSX®, and VS4000™ systems connected by IP
H.323, ISDN H.320, or both
•
Other systems connected by ISDN H.320 only
Bridge
Allowed by the bridge
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To use the chair control options when you are in a multipoint call:
1
In the browser address line, enter the HDX system’s IP address to access
its web interface.
To use the HDX web interface, you must use Internet Explorer version 6.x, 7.x, or
8.x and configure your browser to allow cookies. Enter the IP address of the HDX
Maximum Security Profile or Security Mode enabled, you must use the
Using the HTTPS protocol ensures that the configuration of all login information
(such as user names and passwords) are transmitted using an encrypted channel,
including those user names and passwords used to communicate with third-party
systems on your network. Using the HTTPS protocol severely limits the ability of
anyone on the network to discover these credentials.
2
3
Click Place a Call.
Click Chair Control to go to the Chair Control screen.
The Chair Control option is only available when the system is in a multipoint call. It
is not available in cascaded multipoint calls.
4
Select a site from the list, and then use the controls in the web interface to
perform one of these actions:
If you are...
You can do this...
By selecting...
Release Chair
View Site
Chair controller
Pass chair control to the selected sites.
View the selected site’s video. This
remains in effect until you choose Stop
Viewing Site or you release chair
control.
Return to viewing the video selected by
the chair or by the host.
Stop Viewing Site
Send your site’s video to the other sites.
Make Me the
Broadcaster
Send the selected site’s video to the
other sites.
Select
Broadcaster
Remove the selected site from the
conference.
Disconnect Site
End Conference
Disconnect all sites and end the call.
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If you are...
You can do this...
By selecting...
Acquire Chair
View Site
Participant
Request control of the conference.
View the selected site’s video. This does
not change what other sites see.
Return to viewing the video selected by
the chair or the host.
Stop Viewing Site
Changing the Way Calls Are Answered
Temporarily Refusing Calls
If your system administrator has allowed access to the Availability Control,
you can automatically refuse incoming calls if you do not wish to be disturbed.
Callers get a message that the call was rejected, and you receive no notification
about incoming calls. You can, however, make outgoing calls.
To temporarily refuse incoming calls:
1
From the Home screen touch
User Settings.
2
3
Touch the HDX System tab.
Touch Availability Control and select Do Not Disturb.
Answering Video Calls Automatically
If your system administrator has allowed access to user settings, you can
specify whether to answer video calls automatically or to have the system
announce incoming video calls and wait for you to answer manually.
Automatically answering calls is convenient, but it can create security issues. An
unexpected caller could interrupt a meeting in progress or look at equipment and
notes left in an empty room.
To automatically answer video calls:
1
From the Home screen touch
User Settings.
2
3
Touch the HDX System tab.
If you want to automatically answer incoming point-to-point video calls,
set Auto Answer Point-to-Point to Yes.
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4
If you want to automatically answer incoming multipoint video calls, set
Auto Answer Multipoint Video to Yes.
Muting Automatically Answered Video Calls
If your system administrator has allowed access to user settings, you can
choose whether to mute the audio when automatically answered video calls
connect. This prevents callers from overhearing conversations or meetings.
After the call connects, you can touch
the microphones.
Mute when you’re ready to unmute
If you enable automatic muting during a call, the audio for the current meeting is not
affected.
To mute automatically answered video calls:
1
2
3
From the Home screen touch
User Settings.
Touch the HDX System tab.
Under Meetings, touch Mute Auto Answer Calls to enable the option.
Allowing Video Display on the Web
If your system administrator has allowed access to user settings, you can
choose whether to allow viewing of the room where the system is located or
video of calls in which the system participates. You would use the Polycom
HDX web interface’s Web Director to view the room or video.
The default setting is to not allow video display. Be sure to verify whether your
system administrator wants the setting to be changed. If you enable this
setting, you might open your company’s computer system to hackers.
To allow the display of video on the web:
1
2
3
From the Home screen touch
User Settings.
Touch the HDX System tab.
Under Meetings, touch Allow Video Display on Web to enable the
option.
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Viewing Presence States for Favorites
The Polycom Touch Control shows the following presence icons for Favorites
registered with a Presence Service.
Icon
Presence
Description
Do Not Disturb
One of the contact’s devices is set to Do Not
Disturb.
In a Call
At least one of the contact’s devices is in a call,
and none of the devices is set to Do Not Disturb.
Available
At least one of the contact’s devices is available
for a call, and the contact’s other devices are
available, away, or offline.
Idle
The contact’s devices are either idle or offline.
Offline
All of the contact’s devices are offline.
Unknown Presence
The presence state for all of the contact’s
devices is unknown.
If your system is registered to a Microsoft Office Communications Server
Using Microsoft Office Communications Server 2007 R2 or
Microsoft Lync Server 2010 Features with Video Calls
Depending on how your system is configured, you might be able to search a
Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server
2010 directory, view a list of Microsoft OCS or Microsoft Lync contacts, see if
the contacts are online, and call them without knowing or remembering their
addresses.
Microsoft Office Communications Server 2007 R2 and Microsoft Lync Server 2010
directory searches only return an entry whose last name begins with your search
string. First names beginning with the search string are not returned in the results.
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Managing Contacts Using Office Communicator or Microsoft Lync
Office Communicator and Microsoft Lync contacts appear on the Favorites
screen. To add or delete Office Communicator or Microsoft Lync contacts on
the Polycom HDX system, use the Office Communicator or Microsoft Lync
application.
To manage your contacts using Office Communicator or Microsoft Lync:
1
Log in to Office Communicator or Microsoft Lync with the same account
information specified in the SIP settings of your Polycom HDX system.
2
From Office Communicator or Microsoft Lync you can:
— Add and remove contacts
— Add and remove groups
— Move contacts from group to group
Changes made to contacts and groups using Office Communicator or
Microsoft Lync appear on the Favorites screen. Polycom HDX systems support
up to 200 contacts and 64 groups from Office Communicator or Microsoft
Lync.
Polycom HDX systems do not support Office Communicator or Microsoft Lync
distribution list groups, which are created on the Microsoft Exchange Server and
are typically used for sending email to a group of people.
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Viewing Microsoft Office Communications Server or
Microsoft Lync Server 2010 Presence States
The Polycom Touch Control shows the following presence icons for Favorites
registered with the Microsoft Office Communications Server or Microsoft
Lync Server 2010.
Icon
Presence State
Description
Do Not Disturb
Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is set to Do Not Disturb.
In a Call
Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is in one of the following states:
•
•
In a call
Accepting urgent interruptions
only
•
•
•
•
Busy
Inactive
In a Conference
In a Meeting
Available
Indicates that the HDX system or
Office Communicator or Microsoft Lync
user is available.
Offline
Indicates the HDX system or Office
Communicator or Microsoft Lync user
is offline.
Presence Unknown
Indicates that the presence state of the
HDX system or Office Communicator
or Microsoft Lync user is unknown.
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP)
If a Polycom HDX system is deployed in a Microsoft Lync Server 2010
environment and Centralized Conferencing Control Protocol (CCCP) is
enabled, you can place and participate in multipoint calls that are hosted by
Microsoft audio and video servers. If you are used to being in conferences
hosted by a Lync server, you will notice that the Polycom HDX interface
closely resembles the interface you see in Microsoft environments.
Contact your system administrator and the Polycom Unified Communications
Deployment Guide for Microsoft Environments for more information about CCCP
multipoint calling, which is referred to as Lync Conferencing in that book.
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To manually create a multipoint call with CCCP:
1
2
From the Call screen on the Polycom Touch Control, touch Conference.
Create a list of participants you want in the call. You can add participants
using any combination of the following methods.
— Touch Keypad, then enter SIP addresses. Each time you enter a SIP
address, touch Add to add it to the list of participants.
— Touch Directory, then touch the names you want to include in the list
of participants. If you touch a group, the group opens and you can
touch the individual names to add them.
— Touch Favorites, then touch the names you want to include in the list
of participants.
3
To initiate the conference call, touch Join when your list of participants is
complete.
After you touch Join, the In Call screen is displayed on the Polycom Touch
Control. You can touch Add Participant to add other participants as
described in step 2 without putting other participants on hold, although
you might experience a brief audio or video pause.
To add participants to a CCCP conference using the Polycom Touch Control:
1
2
From the Call screen, touch Add Participant.
Select Keypad and enter a number to call, or choose a site from one of the
following locations:
— Recent Calls list
— Favorites screen
— Directory
When you add a group to a CCCP conference, only the first 12 contacts in the
group are added to the call.
Muting in a CCCP Call
A Microsoft Lync client acting as the call organizer can mute all of the
participants in the call. You cannot unmute until the organizer unmutes the
participants unless you are designated as a presenter. If the meeting organizer
has muted your Polycom HDX system selectively, you can unmute your
system even if the organizer does not. It is important to understand that no one
else can unmute your microphone. They can only request that you unmute.
When your mute status changes due to a Microsoft Lync client organizer
muting or unmuting all of the participants, notification is displayed on the
Polycom HDX system monitor.
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Holding and Resuming CCCP Calls
When an HDX system is registered to a Microsoft Lync server, the HDX
system can participate in Lync-hosted multipoint calls. You can place calls on
hold and resume calls on the HDX system when it is on a Lync-hosted call.
Certain restrictions exist:
•
•
Only one call can be on hold at a given time.
Only SIP calls from the Microsoft server can be placed on hold. You cannot
place analog calls or calls using H.323, H.320, V.35, or ISDN on hold.
•
If the Auto Answer Multipoint Video setting is enabled, you cannot place
calls on hold.
To place a call on hold and to resume the call:
>> On the HDX system monitor, select Hold.
When a call is on hold, a dialog on your HDX system monitor displays
allowing you to resume or add a call:
— Resume Call: Allows you to resume your call after you placed it on
hold.
— Add a Call: Takes you to the Place a Call screen.
— You have been placed on hold message appears if one of the far sites
places you on hold.
To switch between an active call and a call on hold:
>> On the HDX system monitor, select Call on Hold.
To hang up with a call on hold:
1
2
On the Polycom Touch Control call screen, touch Hang Up.
On the HDX system monitor, choose one of the following:
— Leave Conference: Hangs up the active call and causes a Resume
message to be displayed. To make the call on hold active, click
Resume Call.
— Leave All Conferences: Hangs up all calls.
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Customizing Your Workspace
You can customize what you see on the screen, depending on how your
system is configured.
Allowing the Far Site to Control Your Camera
If your system administrator has allowed access to user settings, you can allow
the far site to control your camera. Far-site participants can also set and use
presets for your camera, if their system supports this.
To allow the far site to control your camera:
1
2
3
From the Home screen touch
User Settings.
Touch the HDX System tab.
Under Camera, touch Far Control of Near Camera to enable the option.
Changing this setting takes effect immediately, even if a call is in progress.
Adjusting for Room Lighting
If your system administrator has allowed access to user settings, you can use
the backlight control to adjust the brightness of the video that the main camera
sends to the Polycom HDX system. Adjusting this setting can be helpful when
the room arrangement results in strong light coming from behind the people
in the picture.
Because backlight controls adjust the main camera, these controls do not make
content from a computer or a document camera appear brighter.
To turn backlight compensation on:
1
From the Home screen touch
User Settings.
2
3
Touch the HDX System tab.
Under Camera, touch Backlight Compensation to enable the option.
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Allow Room or Call Monitoring with the
Polycom HDX Web Interface
To enable room and call monitoring:
1
2
3
From the Home screen, touch
User Settings.
Touch the HDX System tab.
Enable Allow Video Display on Web under Meetings to allow the room
or call to be viewed remotely.
Using the Virtual Remote Control
During normal operation, the Polycom Touch Control uses an IP connection to
communicate with the HDX system. If this connection is lost for more than
2 minutes, you might see error messages on the HDX system monitor and the
Polycom Touch Control screen. You can access a virtual remote control on the
Polycom Touch Control that allows you to control the HDX system until the
connection is restored. The virtual remote control sends IR signals across the
room, so make sure the back of the Polycom Touch Control is facing the HDX
system camera.
When the IP connection is restored, the virtual remote control is no longer
available.
Polycom Solution Support
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
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Partners. These additional services will 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.
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