Polycom Universal Remote HDX Systems User Manual

User’s Guide  
for Polycom HDX Systems  
Version 1.0  
November 2006 Edition  
3725-23978-001/A  
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Contents  
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User’s Guide  
for Polycom HDX Systems  
This guide includes overview information that you may find helpful when  
you’re just starting to learn about video conferencing or when you have  
experience, but you need a quick refresher.  
Polycom® HDX systems can be customized to show only those options used in your  
organization. Therefore, there may be options covered in this guide that you cannot  
access on your system. To find out more about these options, please talk to the  
administrator of your Polycom HDX system.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
Using the Remote Control  
You use the remote control to place calls, adjust the volume, navigate  
screens, and select options.  
If you need to enter text, you can press number buttons using the text-entry  
method commonly used with cell phones. For example, to enter “b”, press the  
number 2 button twice. Alternatively, you can press  
the onscreen keyboard to enter text.  
Keyboard and use  
Access the online help; see system status in a  
call  
Press to power the system on; hold to power off  
View button presses and various menus  
Store camera presets (when followed by a  
number); delete all camera presets  
Select a camera or other video source  
Start and stop sending content to far sites  
Cycle through display layouts  
Select a far-site camera or video source  
Confirm your current selection; perform  
functions on highlighted items  
Adjust the camera; navigate through menus  
Increase or decrease the sound you hear from  
the far sites  
Zoom the camera in or out  
Mute the microphone audio you’re sending to  
the far sites  
Select a near-site camera or video source  
Return to the previous screen  
Return to the Place a Call (home) screen  
View or manage directory entries  
End a call  
Place or answer a call  
Display the onscreen keyboard  
Display menu of optional features  
Delete letters or numbers  
Enter letters or numbers; move the camera to a  
stored position  
Enter a dot in an address  
Control a programmed recording device  
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CALLING AND ANSWERING  
Calling and Answering  
Answering a Video Call  
The Polycom HDX system can 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:  
¾ Press  
Call on the remote control.  
If your system is set up to automatically answer calls, the call connects  
automatically.  
Placing a Video Call  
You can use your system to place a video call in any of these ways:  
Entering a name or number  
Choosing a site from:  
ƒ
ƒ
ƒ
The Recent Calls list  
The Contacts or Speed Dial list  
The directory  
Calling by Entering a Name or Number  
To place a call by entering a name or number:  
1. In the dialing field, enter the dialing information. Depending on the  
capabilities of your system and the system you are calling, the dialing  
information will look like one of these samples:  
ƒ 10.11.12.13 (IP address—include the dots)  
ƒ 2555 (E.164 extension)  
ƒ AscotRoom (H.323 name)  
ƒ stereo.polycom.com (DNS name)  
ƒ 19782922854 (ISDN number)  
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:  
ƒ Call Quality – Specify the call rate or call type for this call. For most  
calls, choose Auto to let the system determine the best quality for the  
call.  
ƒ Second ISDN number – Use two numbers only when the person you  
are calling instructs you to do so.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
ƒ Extension – If you need to dial an extension (E.164 address), enter  
the extension in the second entry field. If your system is not configured  
with a second entry field, you can enter the extension when the  
gateway prompts you. You can also specify characters in the dial string  
as instructed by the system administrator.  
3. Press  
Call on the remote control 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  
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  
Call to place the call.  
To see more details about a call listed on the Recent Calls screen, highlight the call  
and press Info on the remote control.  
You can sort the list by pressing the remote keys 1-9. Press  
Info and select  
Help to view sorting options.  
Calling from the Contacts or Speed Dial List  
You may be able to access calling information for specific sites using the Speed  
Dial or Contacts list on the home screen.  
To place a call using the Speed Dial or Contacts list:  
1. Select Speed Dial or Contacts from the home screen, if necessary.  
2. Scroll to the entry you want to call.  
3. Press  
Call to place the call.  
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CALLING AND ANSWERING  
Calling from the Directory  
The directory is a list of sites stored locally on the Polycom HDX system. If the  
system is registered with a global directory, the directory also includes entries  
from the global directory.  
To place a call from the directory:  
1. Press  
Directory on the remote control.  
2. Find the entry to call.  
3. Press  
Call to place the call.  
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.  
Ending a Video Call  
To hang up from a call:  
1. Press  
Hang Up on the remote control.  
2. If prompted, confirm that you want to disconnect from the far site(s).  
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 Calls You Can Make  
Depending on your system configuration, you may be able to make calls using  
ISDN, IP, SIP, or V.35.  
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  
Alias, 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  
Access code of the near-site gateway, the  
selected speed code, and the ISDN number  
of 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.  
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CALLING AND ANSWERING  
Placing Audio-only Calls and Adding Audio-only Sites  
You may be able to use your Polycom HDX system to place an audio-only call  
or add an audio-only call to a video conference.  
Placing an Audio-only Call  
You can place an audio-only call from Polycom HDX systems that have Analog  
Phone, Voice Over ISDN, or Voice Over IP enabled.  
To place an audio-only call from your system:  
1. On the Place a Call screen, enter the number you want to call.  
ƒ To place a call within your PBX system, enter the internal extension  
instead of the full number.  
ƒ To delete a digit, press  
2. Press Call to place the call.  
Delete on the remote control.  
Adding an Audio-only Call to a Video Call  
To add an audio-only call after your video call connects:  
1. Press  
Call on the remote control.  
2. Select Add Call.  
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. Press  
Call on the remote control.  
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 to place the call.  
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Ending an Audio-only Call  
To hang up from an audio-only call:  
1. Press Hang Up on the remote control.  
2. Select the audio-only site from the Hang Up screen to hang up the call.  
If the person on the telephone hangs up first, you need to disconnect the call from the  
Polycom HDX system, just as you would hang up a telephone receiver in a regular phone  
call.  
Controlling What You See  
Selecting and Adjusting a Camera or Other Video Source  
You can use the remote control to select the main camera or any other  
near-site or far-site video sources, such as document cameras, computers,  
VCRs, or DVD players. You can also use the remote control to adjust the main  
camera on Polycom HDX systems. You may be able to adjust other auxiliary  
cameras or far-site cameras that support pan, tilt, and zoom movement.  
You can adjust the far-site camera only if it is configured to allow you to control it.  
To select a near-site or far-site camera or other video source:  
1. If you are in a call, press  
Near or  
Far to select  
either near-site or far-site control. The icon on the screen indicates  
which you can select.  
This onscreen icon indicates that you  
can control a near-site camera or  
video source.  
This onscreen icon indicates that you  
can control a far-site camera or  
video source.  
2. Press  
Camera on the remote control. Then select the camera or  
other video source you want to use.  
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CONTROLLING WHAT YOU SEE  
To adjust a camera using the remote control:  
1. Press Near or Far to select either near-site or  
far-site 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.  
2. Press the arrow buttons on the remote control to move the camera up,  
down, left, or right.  
3. Press  
Zoom to zoom out or in.  
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:  
Automatically 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 electronic pan, tilt, and zoom movement,  
you can create up to 100 preset camera positions (0-99) for the near site.  
Each preset stores the camera number, its zoom level, and the direction it  
points (if appropriate). They remain in effect until you delete or change them.  
If far-site camera control is allowed, you can create up to 16 presets (0-15)  
for the far-site camera. These presets are saved only for the duration of the  
call. You may also be able to use presets that were created at the far site to  
control the far-site camera.  
To move the camera to a preset:  
1. If a call is connected, press  
Near or  
Far, then  
choose a near-site or far-site camera.  
2. Press a number on the remote control.  
To view your near-site presets:  
¾ Press  
Preset on the remote control.  
Icons for presets 0-9 are shown on the screen. The colored icons indicate  
stored camera positions, and the gray icons indicate available presets.  
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To store a preset:  
1. If you are in a call, press  
Near or  
Far, then choose  
a near-site or far-site camera or other video source.  
2. If you selected a camera that supports electronic pan, tilt, and zoom,  
you can adjust the camera’s position:  
ƒ Press the arrow buttons on the remote control to move the camera up,  
down, to the left, or to the right.  
ƒ Press  
3. Press  
Zoom to zoom the camera out or in.  
Preset on the remote control.  
4. Press and hold a number to store the preset position. To store a  
double-digit preset, press the first digit quickly and hold the second  
number down. Any existing preset stored at the number you enter is  
replaced.  
The system uses preset 0 as the default camera position.  
To delete all presets:  
1. If a call is connected, press  
source.  
Near to choose a near-site video  
2. Press  
3. Press  
Preset on the remote control.  
Delete to delete all presets.  
You cannot delete just one preset. Instead, override an existing preset with the new  
camera position.  
Switching Between Full Screen Video and the Home Screen  
When the call connects, the system automatically shows the video on the  
whole screen. You can switch back to the Place a Call screen during a call if,  
for example, you need to adjust a user setting, and your system is configured  
to allow you to do so.  
To see the video in the full screen:  
¾ Press  
Near on the remote control.  
To see the Place a Call screen:  
¾ Press  
Home on the remote control.  
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CONTROLLING WHAT YOU SEE  
Enabling Dual Monitor Emulation  
Depending on your system configuration, you may be able to set your system  
for Dual Monitor Emulation (also called split-screen viewing). With Dual  
Monitor Emulation, you can see both the near and far sites on one monitor.  
To enable Dual Monitor Emulation:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Select  
Next to see more settings.  
4. Scroll to Dual Monitor Emulation and press  
on the remote  
control to enable the option.  
5. Press  
Home to save your change and return to the home screen.  
During calls using Dual Monitor Emulation without content, you can press the  
Display button on the remote control to scroll through the following  
screen layouts:  
1. Near and far sites, same size, side by side  
2. Far site big, near site small  
3. Near site big, far site small  
4. Near site, full screen  
5. Far site, full screen  
The last layout viewed is used for the next call.  
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Showing, Moving, and Turning Off the PIP  
Your system may be configured to display a Picture-in-Picture (PIP) window.  
During a call on a single-monitor system, the PIP displays what your main  
camera is sending to the far site. If the far site shows any type of content, the  
content appears in the main part of the screen, and the PIP changes to show  
the people at the far site.  
During a call on a dual-monitor system, what you see on each monitor and in  
the PIP depends on how the Polycom HDX system has been configured.  
To show, move, or turn off the PIP during a call:  
Press  
Display on the remote control to display the PIP on screen.  
While the PIP has a yellow border, press  
it to different corners of the screen.  
Display repeatedly to move  
After a brief pause, the PIP border turns blue. Then, press  
turn the PIP off.  
Display to  
To swap the views shown in the PIP and the main screen:  
1. If the PIP is not showing, press  
display the PIP on screen.  
Display on the remote control to  
2. Press  
Camera and select the  
Swap PIP icon.  
Specifying When to Display the PIP  
Your system may be configured with specific default behavior for the PIP in  
calls. Depending on your system configuration, you can show, move, or hide  
the PIP as needed after a call connects.  
To specify when to display the PIP:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Select  
Next to see more settings.  
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CONTROLLING WHAT YOU HEAR  
4. Scroll to PIP, press  
, and select one of these settings:  
Select this setting…  
To show the PIP…  
Camera  
When you press any of the camera control  
buttons.  
On  
Off  
On connection and during the call.  
Only when you press  
remote control.  
Display on the  
5. Press  
Home to save your change and return to the home screen.  
Controlling What You Hear  
Adjusting Volume  
Use the remote control to raise or lower the volume of the sound you hear.  
To adjust the volume:  
¾ Press  
Volume.  
Changing the volume affects only the sound you hear at your site.  
Muting the Microphone  
You can mute the microphone if you do not want the far site to hear you.  
To mute or unmute the microphone:  
¾ Press  
For Polycom HDX systems that use a Polycom microphone, you can also mute  
the call by pressing on the microphone.  
Mute on the remote control.  
Muting the microphone does not mute audio being sent to the far site from a VCR, DVD  
player, or computer.  
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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 may detract from the stereo  
audio experience.  
Stereo audio is only used in video calls of 256 kbps or higher.  
Showing Content  
You may be able to show the following to the far sites:  
Any information stored on a computer  
A paper document or object placed on a document camera  
A videotape or DVD  
You can share one type of content or one video source at a time, and you can  
switch to a different type of content or video source if you need to.  
Participants at other sites can also share content or video sources.  
Showing Content from a Computer  
You can attach a computer to your Polycom HDX system and show content  
that is stored on the computer. When you share content from a computer, the  
far site can see you and what you see on the computer screen.  
If you have the Polycom People+Content™ IP software application installed on  
your computer, you can show content from any Windows XP or Windows 2000  
computer that is connected to the network.  
People+Content IP provides video-only content. No audio is shared.  
When you are sending content, the  
content sharing icon appears on  
your main monitor. Depending on the configuration of your system, you may  
also see the content on your monitor or projector.  
Showing Content with People+Content IP  
To install the People+Content IP application on a computer:  
1. On a computer with Windows XP or Windows 2000, open a web  
2. Download and install the People+Content presenter software from the  
Polycom Resource Center.  
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SHOWING CONTENT  
To start showing content:  
1. On the computer, start the Polycom People+Content IP application.  
2. Enter the IP address of your video conferencing system and the  
meeting password, if one is set.  
3. Click Connect.  
4. Open the content you want to show, and do one of the following:  
ƒ
ƒ
Click  
in People+Content IP.  
Press  
Content on the video conferencing system's remote control.  
To stop showing content:  
1. If the People+Content IP toolbar is minimized, maximize it by clicking  
the icon in the task bar.  
2. Do one of the following:  
ƒ
ƒ
Click  
in People+Content IP.  
Press  
Content on the video conferencing system's remote control.  
3. If others in the conference want to send content from the same  
Polycom HDX system using People+Content IP, click the down arrow  
then Disconnect so that they may connect. Only one computer at a  
time can be connected to a Polycom HDX system.  
Showing Content with a Computer Connected Directly to the System  
Before you show content, check that the computer video is configured to use  
one of these supported resolutions and refresh rates:  
Resolution  
800 x 600  
Refresh rates (Hz)  
60, 72, 75  
60, 70, 75  
50, 60  
1024 x 768  
1280 x 720  
1280 x 1024 (scaled and sent  
to the far site in 1024 x 768  
format)  
60  
To set the resolution and refresh rate, go to your computer’s Display Control Panel.  
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To start showing content:  
1. Make sure the computer is connected and powered on.  
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, as shown in the following figure.  
2. Press  
Content on the remote control or press  
Camera and  
select the computer input.  
Audio from input 4 is muted unless video input 4 is selected as a video  
source.  
To stop showing content:  
¾ Press  
Content on the remote control or press  
Camera and select  
the main camera.  
Showing Content from a Document Camera, VCR, or DVD Player  
All Polycom HDX systems enable you 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:  
1. Make sure the document camera, VCR, or DVD player is connected and  
powered on. Refer to the setup sheet that came with your system.  
2. Position your document or object in the document camera or insert the  
videotape or DVD.  
To start showing a document, object, videotape, or DVD in a call:  
1. Press  
Camera on the remote control.  
2. Select a video source.  
3. Press  
on the remote control.  
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SHOWING CONTENT  
To stop showing a document, object, videotape, or DVD in a call:  
1. Press  
Camera on the remote control.  
2. Select the main camera.  
3. Press  
on the remote control.  
Showing Content with People On Content  
The People On Content™ option allows you to show yourself on top of content  
that you are sharing. The effect is similar to a weather news cast on television.  
Contact your administrator for information about enabling or configuring  
People On Content.  
When you are presenting content with People On Content:  
Wear solid neutral-colored clothes.  
Avoid wearing black, white, or the color of your background.  
Stand about 3 ft in front of the background to avoid casting shadows on  
it.  
To show content with People On Content:  
1. Make sure that the content you want to show is ready.  
2. Press  
Option on the remote control.  
3. Select People On Content.  
The camera moves to the preset location. Content is displayed in place of the  
background. The camera preset and default content video source are  
configured by the administrator. You can move the camera or choose a  
different video source after you start showing content with People On Content.  
To stop showing content with People On Content:  
1. Press  
Option on the remote control.  
2. Select People On Content.  
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Working with Directory Entries  
The directory on your Polycom HDX system stores dialing information that  
helps you make calls quickly and easily. When a site listed in the directory  
calls your system, the system displays the name on the screen when the call  
comes in. If a site that calls you is not listed in the directory, you might be  
prompted to save the contact information in the directory when the call ends.  
If your system is registered with a global directory server, your directory  
contains two types of entries:  
Local entries: Information about sites that you have added. These  
entries are stored locally on your Polycom HDX system, and depending on  
your system setup, you can remove or edit these entries. You can also  
assign local entries to categories to make it easier to find numbers.  
Everyone at your site who uses the system can use the entries you  
create, and you can use the entries created by others. Users at other sites  
cannot access the local entries on your system.  
Global entries: Information about other active sites that are registered  
with the same Global Directory Server. These entries are stored on the  
Global Directory Server, and you cannot edit them. You can make a local  
copy if you want to make changes.  
Global entries are marked as  
available or  
offline.  
Searching the Directory  
You can find entries in the directory by:  
Spelling the first or last name using the number buttons on the remote  
control  
Pressing  
Keyboard to use the onscreen keyboard to spell the name  
Scrolling through the list of names using the  
arrow buttons  
Up and  
Down  
Paging through the list of names using  
Zoom In and Zoom Out  
Using the alphabet tabs to move through the directory and then scrolling  
to the name you want  
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WORKING WITH DIRECTORY ENTRIES  
Adding, Editing, and Deleting Directory Entries  
You can create entries for point-to-point calls and multipoint calls and save  
them in the Polycom HDX system’s directory.  
To add a single-site entry to the directory:  
1. Press  
Directory on the remote control.  
2. Select  
site.  
, then New Entry, and specify that this is an entry for one  
3. Specify the following information:  
In this field…  
Name  
Enter this information…  
Name that will appear in the directory list and  
on incoming call messages.  
Number  
ISDN number to use for calling the site.  
Call Type  
Call type to use for calls to the site. Depends  
on the capabilities of your system.  
Call Quality  
IP Number  
Extension  
Call Quality  
Phone Number  
Mobile Number  
Email  
Call speed to use for ISDN calls to the site.  
IP address for calls to the site.  
The system’s extension (E.164 address).  
Call speed to use for IP calls to the site.  
Optional contact information for other  
resources in the conference room.  
Group  
Designation to help you quickly find the  
number in the directory.  
4. Select Save to save the entry.  
To add a multiple-site entry to the directory:  
1. Press  
2. Select  
Directory on the remote control.  
, then New Entry, and specify that this is an entry for  
multiple sites.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
3. Add numbers to this multiple-site entry in one of these ways:  
ƒ Select , then Directory, and select entries from the directory.  
ƒ Add entries manually.  
The number of sites that you can add depends on the capabilities of your  
system.  
4. Specify a speed for the call.  
5. Select  
then Save to save the entry.  
6. Enter a name for this entry as you want it to appear in the directory  
list.  
To edit an entry:  
1. Press  
Directory on the remote control.  
2. Scroll to the entry you want to edit.  
3. Select  
then Edit Entry.  
4. Edit the information as needed.  
5. Select  
directory.  
then Save to save your changes and return to the  
To delete an entry:  
1. Press  
Directory on the remote control.  
2. Scroll to the entry you want to delete.  
3. Select  
then Delete Entry.  
Categorizing Directory Entries  
When you categorize your local entries, you can find calling information  
quickly by searching just the entries in a group instead of the entire directory.  
To create a new group:  
1. Press  
Directory on the remote control.  
2. Select Group.  
3. Select Edit Groups.  
4. Enter a group name.  
5. Press  
Back on the remote control to save the new group.  
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WORKING WITH DIRECTORY ENTRIES  
To delete a group:  
1. Press  
Directory on the remote control.  
2. Select Group.  
3. Select Edit Groups.  
4. Scroll to the group name you want to delete and then select Delete.  
When you delete a group, all entries in that group are deleted. If you want to keep these  
entries, be sure to assign them to a new group before you delete the old group.  
To assign an entry to a group:  
1. Press  
Directory on the remote control.  
2. Scroll to the entry you want to assign to a group.  
3. Select  
4. Select  
then Edit Entry.  
Next and select the Group.  
5. Select Save to save your changes and return to the directory.  
Refreshing Global Directory Entries  
The global directory entries are periodically refreshed on systems registered to  
the Polycom Global Directory Server. You can also manually refresh the global  
directory entries on your system.  
To manually refresh global directory entries:  
1. Press  
Directory on the remote control.  
2. Navigate to  
in the top right corner of the screen.  
If you see  
in the top right corner of the screen, your system is not registered with  
the Polycom Global Directory Server. Contact your system administrator for more  
information.  
3. Select the logo and choose Refresh.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
Including Multiple Sites in Calls  
Your system may be configured to participate in multipoint 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.  
About Multipoint Calls  
You can host multipoint calls using a video conferencing system with  
multipoint capabilities, or you can use a bridge such as Polycom MGC™. The  
way a multipoint call is hosted affects the conference as shown in this table:  
Hosted by…  
Lets you include…  
Supports these calls…  
ƒ
ƒ
Any combination of IP, ISDN,  
V.35/Serial, and audio-only  
Video Conferencing  
System  
Number of sites allowed by the  
system  
Any combination of SIP, ISDN,  
V.35/Serial, and audio-only  
Any combination of IP, SIP, ISDN,  
V.35/Serial, and audio-only  
Bridge  
Number of sites allowed by the  
bridge  
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 Polycom MGC.  
For calls hosted by a Polycom HDX system, you can define a multiple-site  
directory entry to call all of the sites at one time. Alternatively, you can  
place a call to the first site and then add other sites after the first call  
connects. The other sites can call the Polycom HDX system to join the  
call.  
For calls hosted by a bridge, you may need to enter calling information  
about all of the sites before the call begins. Contact your system  
administrator for more information.  
To place a multipoint call by adding sites to a call:  
1. Call the first site.  
2. When the call connects, press  
Call on the remote control.  
3. Select Add Call, and place a call to the next site.  
4. Repeat steps 2 and 3 until all sites are connected.  
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INCLUDING MULTIPLE SITES IN CALLS  
To place a multipoint call using a multiple-site directory entry:  
1. Press  
Directory on the remote control.  
2. Find the multiple-site entry in the directory list.  
3. Press  
Call to place the call.  
To place a cascaded multipoint call:  
1. Place a multiple-site call from the directory, or place calls one at a time  
to several other sites.  
2. Ask each site to call additional sites.  
Supplying a Password for Bridge Calls  
Bridges such as Polycom MGC sometimes require you to enter a password in  
order to join a conference. Depending on your system configuration, you can  
set up the system to enter the meeting password for you.  
To configure a meeting password:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Enter the password in the Meeting Password field in one of these  
ways:  
ƒ Press the remote control number buttons, using the text-entry method  
commonly used with cell phones.  
ƒ Press  
characters.  
Keyboard to use the onscreen keyboard to enter  
4. Press  
Home to save your change and return to the home screen.  
If you need to generate touch tones (DTMF tones), press  
on the remote control,  
then use the remote control keypad. Or, press  
and choose Touch Tones.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
About 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, and whether  
content is shared. The multipoint viewing mode configured on the host system  
is the one used in the call. The following table describes the different  
multipoint viewing modes.  
Setting  
Description  
Auto  
Allow the system to switch between Discussion and  
Presentation modes, based on the interaction between the  
sites.  
ƒ
If more than one site is talking at the same time, the  
system uses Discussion mode so that all speakers can be  
seen.  
ƒ
If one speaker talks without interruption for about 15  
seconds, the system uses Presentation mode so that all  
participants can see the speaker in a larger picture.  
Discussion  
View all of the sites at the same time, including your own site.  
This is also known as continuous presence.  
Systems with:  
Single monitor  
Dual monitors  
See this:  
All sites, each in its own window  
Speaker on second monitor with other  
sites on first monitor, or one far site on  
each monitor  
Presentation  
View the person who is speaking. This is also known as voice  
activated switching.  
The current speaker always sees up to four far sites, each in its  
own window, on the first monitor.  
Systems with:  
Single monitor  
Dual monitors  
See this:  
Speaker in full screen  
Speaker on the first monitor and near site  
on the second monitor  
Full Screen  
Enable every site in the call to see the speaker full screen. The  
current speaker sees the previous speaker.  
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INCLUDING MULTIPLE SITES IN CALLS  
Controlling How the System Answers Multipoint Calls  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Scroll to the Auto Answer Multipoint Video field and select one of the  
following:  
Select this…  
To do this…  
No  
Answer calls manually.  
When a call comes in, you hear a ring, and the system  
prompts you to accept or refuse the call.  
Yes  
Answer incoming calls automatically.  
When a call comes in, you hear a ring, and the call  
connects.  
Do Not Disturb  
Refuse incoming calls.  
Callers hear a busy signal, and you receive no notification  
about incoming calls.  
Using Chair Control for Multipoint Calls  
During some multipoint calls, you can use chair control to manage the people  
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  
The call includes:  
Conferencing  
System  
ƒ
Polycom HDX systems, ViewStation® EX,  
ViewStation FX, VSX, and VS4000™ systems  
connected by IP, ISDN, or both IP and ISDN  
ƒ
Other systems connected by ISDN only  
Bridge  
Allowed by the bridge  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
To use the chair control options when you are in a multipoint call:  
1. On a computer, open a web browser.  
2. In the browser address line, enter the system’s IP address, for  
web interface.  
3. Click Place a Call.  
4. 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.  
5. 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 controls to the selected  
site.  
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  
Disconnect all sites and end the call.  
Request control of the conference.  
End  
Conference  
Participant  
Acquire Chair  
View Site  
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  
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CHANGING THE WAY CALLS ARE ANSWERED  
Changing the Way Calls Are Answered  
Your system administrator may have configured the system to let you choose  
the way incoming calls are handled.  
Temporarily Refusing Calls  
If you do not wish to be disturbed by calls, you can refuse incoming calls with  
the Do Not Disturb feature. Callers hear a busy signal and you receive no  
notification about incoming calls. You can, however, make outgoing calls.  
To temporarily refuse incoming calls:  
1. On the Place a Call screen, select  
screen.  
in the lower right corner of the  
2. Select On to set Do Not Disturb.  
While the system is not accepting calls, you see  
in the lower right corner  
of the screen. This setting stays in effect until you change it.  
Setting your status to I am Available or I am Busy on the contact list home screen  
changes the Do Not Disturb icon status on the Place a Call screen, if it is displayed there.  
Likewise, changing the Do Not Disturb icon on the Place a Call screen changes your  
status on the contact list home screen.  
Answering Calls Automatically  
Depending on your system configuration, you can specify whether to answer  
calls automatically or to have the system announce incoming 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 prevent incoming callers from overhearing a conversation not intended for them, you  
can choose to mute all automatically answered calls.  
To automatically answer calls:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. If you want to automatically answer incoming point-to-point calls, scroll  
to Auto Answer Point-to-Point Video, press  
on the remote  
control and select Yes.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
4. If you want to automatically answer incoming multipoint calls, scroll to  
Auto Answer Multipoint Video, press  
select Yes.  
on the remote control and  
5. Press  
Home to save your change and return to the home screen.  
Muting Automatically Answered Calls  
Depending on your system configuration, you can choose whether to mute the  
audio when calls connect if your system is configured to answer calls  
automatically. This prevents callers from overhearing conversations or  
meetings. After the call connects, you can press  
to unmute the call.  
Mute when you’re ready  
Note that, if you enable this option during a call, the audio for the current  
meeting is not affected.  
To mute automatically answered calls:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Scroll to Mute Auto Answer Calls and press  
on the remote  
control to enable the option.  
4. Press  
Home to save your change and return to the home screen.  
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USING MICROSOFT LCS FEATURES WITH VIDEO CALLS  
Using Microsoft LCS Features with Video Calls  
Depending on how your system is configured, you may be able to use the  
Microsoft® LCS (Live Communications Server) contact list feature. This feature  
allows you to set up a list of LCS contacts, see if the contacts are online, and  
call them without knowing or remembering their addresses. Contacts appear in  
the directory and may also appear on the contact list home screen.  
When you are viewing the contact list home screen, you can select Manual Call or press  
Home on the remote control to access the Place a Call screen.  
Adding and Removing Microsoft LCS Contacts  
To add or remove LCS contacts for the Polycom HDX system:  
1. Open the Microsoft Office Communicator or Windows Messenger  
application on a computer.  
2. Log in to the application using the Polycom HDX system SIP account  
information.  
3. Use the application to add or remove contacts for the Polycom HDX  
system.  
Viewing Microsoft LCS Contact Status  
Status icons appear next to each LCS contact on the Polycom HDX system.  
These icons indicate whether the contact is available, busy, or offline.  
Icon on  
Polycom  
Status  
The video conferencing system is…  
HDX System  
Available  
Powered on and available to take calls.  
Busy  
Powered on but busy for one of the following  
reasons:  
ƒ
ƒ
The system is in a call.  
The system is set to I am Busy or Do Not  
Disturb.  
Offline  
Powered off.  
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USERS GUIDE FOR POLYCOM HDX SYSTEMS  
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  
Depending on your system configuration, 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. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Scroll to Far Control of Near Camera and press  
to enable the  
option.  
4. Press  
Home to save your change and return to the home screen.  
Changing this setting takes effect immediately, even if a call is in progress.  
Displaying the Far Site’s Name When the Call Connects  
Depending on your system configuration, you can specify whether to display  
the far site’s name when the call connects and how long to leave the name on  
the screen.  
To specify when to display the name of the far site:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Select  
Next to see more settings.  
4. Scroll to Far Site Name Display Time, press  
on the remote  
control, and select to display the far site’s name during the entire call,  
for a specified time, or not at all.  
5. Press  
Home to save your change and return to the home screen.  
Hearing Audio Confirmation When You Dial  
Depending on your system configuration, you can set up the system to speak  
each number as you enter it in the dialing entry field on the Place a Call  
screen.  
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CUSTOMIZING YOUR WORKSPACE  
To enable audio confirmation:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Select  
Next to see more settings.  
4. Scroll to Keypad Audio Confirmation and press  
on the remote  
control to enable the option.  
5. Press  
Home to save your change and return to the home screen.  
If Keypad Audio Confirmation is on and you enter a number while in a multipoint call  
hosted by one of the systems in the call, the far sites will hear the numbers as you enter  
them. If you do not want the far sites to hear the numbers, mute the system’s  
microphone.  
Adjusting for Room Lighting  
Depending on your system configuration, 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 will not make content  
from a computer or a document camera appear brighter.  
To turn backlight compensation on:  
1. Select System from the Place a Call screen.  
2. Select User Settings from the System screen.  
3. Scroll to Backlight Compensation and press  
on the remote  
control to enable the option.  
4. Press  
Home to save your change and return to the home screen.  
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