User’s Guide for Polycom® HDX® Room Systems Version 3.0.
Trademark Information Polycom®, the Polycom “Triangles” logo, and the names and marks associated with Polycom’s products are trademarks and/or service marks of Polycom, Inc., and are registered and/or common-law marks in the United States and various other countries. All other trademarks are the property of their respective owners. Patent Information The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
Contents Using the Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
User’s Guide for Polycom HDX Room Systems Polycom HDX 9004, Polycom HDX 9002, and Polycom HDX 9001systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Showing Content from a Document Camera, VCR, or DVD Player . . 21 Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 22 Using the Polycom UC Board . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Controlling Recording Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
User’s Guide for Polycom® HDX® Room Systems Version 3.0.3 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. Polycom® HDX® systems can be customized to show only those options used in your organization. Therefore, this guide might cover options that you cannot access on your system.
User’s Guide for Polycom HDX Room Systems Using the Remote Control You use the remote control to place calls, adjust the volume, navigate screens, and select options.
User’s Guide for Polycom HDX Room Systems 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 or the remote control. 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. To power on the Polycom HDX system, do one of the following: • Press the power button on the remote control.
User’s Guide for Polycom HDX Room Systems 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 — Speed Dial — Directory • Calling into a scheduled meeting from the Calendar screen.
User’s Guide for Polycom HDX Room Systems — 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. 4 Press Call on the remote control to place the call.
User’s Guide for Polycom HDX Room Systems Calling a Speed Dial Entry Your system administrator might have configured Speed Dial buttons on the Home screen. To place a call to a Speed Dial entry: 1 Highlight the speed dial entry you want to call on the Home screen. 2 Press Call to place the call. Contact your administrator for information about speed dial entries. Calling from the Directory The directory can include a list of sites stored locally on the Polycom HDX system.
User’s Guide for Polycom HDX Room Systems For more information about the Microsoft Exchange Server and the Polycom Conferencing Add-In for Microsoft Outlook, refer to Using Polycom Conferencing for Microsoft Outlook on page 38. Ending a Call To hang up from a call: 1 Press Hang Up on the remote control. 2 If prompted, confirm that you want to hang up. In video calls, if you don’t confirm that you want to hang up, the system disconnects the call automatically after 60 seconds.
User’s Guide for Polycom HDX Room Systems From... You can call... By dialing... 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.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye 1080, Polycom EagleEye III, or Polycom EagleEye Director camera using the remote 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.
User’s Guide for Polycom HDX Room Systems 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 tracking camera follows the person or people who are speaking.
User’s Guide for Polycom HDX Room Systems 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 100 preset camera positions (0-99) for the near site.
User’s Guide for Polycom HDX Room Systems To delete all presets: 1 If you are in a call, press video source. 2 Press 3 Press and hold Near, and then choose a near-site Preset on the remote control. Delete to delete all presets. You cannot delete just one preset. Instead, overwrite 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 video on the whole screen.
User’s Guide for Polycom HDX Room Systems 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. 14 Polycom, Inc.
User’s Guide for Polycom HDX Room Systems During calls using Dual Monitor Emulation with content, you can press the Display button on the remote control to scroll through the following screen layouts: 1 Content big, far and near sites small 2 Content big, far site small 3 Content and far site same size 4 Content full screen Polycom HDX 9006, Polycom HDX 8000 series and Polycom HDX 7000 series systems with Hardware Version B, Polycom HDX 7000 series systems with Hardware Version C, and Polycom HDX 6000
User’s Guide for Polycom HDX Room Systems 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. • After a brief pause, the PIP border turns blue. Then, press turn the PIP off. Display repeatedly to move 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.
User’s Guide for Polycom HDX Room Systems 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: • Press Volume on the remote control. • Press and hold Volume on the remote control to quickly increase or decrease the near-site volume. Muting the Microphone You can mute the microphone if you do not want the far site to hear you.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems 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 www.polycom.com/ppcip. 2 Download and install the People+Content IP software. To start showing content: 1 On the computer, start the Polycom People+Content IP application. 2 Enter the IP address or host name of the Polycom HDX system and the meeting password, if one is set.
User’s Guide for Polycom HDX Room Systems Resolution Refresh rates (Hz) 1280 x 1024 60, 75 1680 x 1050 60 1920 x 1080 60 Polycom HDX 9004, Polycom HDX 9002, and Polycom HDX 9001systems Resolution Refresh rates (Hz) 640 x 480 60, 72, 75 800 x 600 60, 72, 75 1024 x 768 60, 70, 75 1280 x 720 50, 60 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.
User’s Guide for Polycom HDX Room Systems 2 Press Content on the remote control or press the computer input. Camera and select Audio from the content input is muted unless the content input is selected as a video source. To stop showing content: >> Press Content on the remote control or press deselect the computer input.
User’s Guide for Polycom HDX Room Systems 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. 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.
User’s Guide for Polycom HDX Room Systems 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. To use the UC Board with your Polycom HDX system: 1 Ensure that the monitors or projector is powered on.
User’s Guide for Polycom HDX Room Systems For information about using a Microsoft Office Communications Server or Microsoft® Lync™ Server 2010 directory or managing Microsoft Office Communications Server or Microsoft Lync contacts, refer to Using Microsoft Office Communications Server or Microsoft Lync Server 2010 Features with Video Calls on page 39. Sites that you have added are stored on your Polycom HDX system as Favorites. You can remove or edit Favorites.
User’s Guide for Polycom HDX Room Systems Adding, Editing, and Deleting Favorites You can create Contacts and groups and save them in the Polycom HDX system directory. Any changes appear in Favorites. To add a Contact to Favorites: 1 Press Directory on the remote control and open the Favorites group, or go to the Favorites screen. 2 If you have groups within Favorites, make sure that you have opened the group where you want the new Contact to appear. To open a group, select it.
User’s Guide for Polycom HDX Room Systems 5 Edit the information as needed. 6 Select Save to save your changes. To delete an entry: You can delete any contact that was created locally. 1 Press Directory on the remote control and open the Favorites group, or go to the Favorites screen. 2 Open the Favorites group that contains the contact you want to delete. To open a group, select it. The name of the group that is open appears at the top of the screen--for example, Directory - Favorites.
User’s Guide for Polycom HDX Room Systems To add a contact to Favorites from the Recent Calls screen: 1 Go to the Recent Calls screen. 2 Highlight the entry. 3 Choose Options > Add to Favorites. Directory Groups Grouping contacts can make them easier to find. Polycom HDX systems support global groups and Favorites groups. Global directory entries are assigned to a global group by your system administrator. You cannot edit or delete global directory groups.
User’s Guide for Polycom HDX Room Systems To delete a group from Favorites: 1 From the Favorites or Directory screen, highlight the group name. 2 Press on the remote control or select Options > Delete Group. 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.
User’s Guide for Polycom HDX Room Systems Contacts with Presence If your system is automatically provisioned and registered to a global directory server, your Favorites might include default LDAP group members and up to 200 global Contacts stored by the presence service. If the system is registered with a global directory, you could see the following icons next to Contacts on the Favorites screen.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems 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), press on the remote control, or press and choose Touch Tones. Then use the remote control number buttons. • SIP calls do not support meeting passwords.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems 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... Chair controller Pass chair control to the selected sites. Release Chair View the selected site’s video. This remains in effect until you choose Stop Viewing Site or you release chair control. View Site Return to viewing the video selected by the chair or by the host.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems 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.
User’s Guide for Polycom HDX Room Systems Using a Polycom SoundStation® IP 7000 Conference Phone with a Polycom HDX System When you connect a Polycom SoundStation® IP 7000 conference phone to a Polycom HDX system, the conference phone becomes another interface to dial audio or video calls. The conference phone operates as a microphone, and as a speaker in audio-only calls. For more information, refer to the SoundStation IP 7000 documentation available on the Polycom web site.
User’s Guide for Polycom HDX Room Systems You can also adjust the volume using the volume buttons on the Polycom HDX system remote control. To mute audio in a call using a connected SoundStation IP 7000 conference phone: >> Press the Mute key on the conference phone. You can also mute the audio using the mute button on the Polycom HDX system remote control or on a connected Polycom HDX microphone. The indicators on the conference phone are red when your audio is muted.
User’s Guide for Polycom HDX Room Systems To view more information about a meeting on the calendar, highlight it and press on the remote control. Depending on how your system is configured, private meeting details might not be visible, and you might see reminders displayed on the system a short time before each meeting.
User’s Guide for Polycom HDX Room Systems can populate groups created locally on a Polycom HDX system with existing Office Communicator or Microsoft Lync contacts, but those changes do not appear on any other device. 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.
User’s Guide for Polycom HDX Room Systems Icon Presence State Description 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.
User’s Guide for Polycom HDX Room Systems Using Avaya Network Features with Video Calls Depending on how your system is configured, you might be able to use Avaya® telephony network features such as call forwarding, transferring calls, and adding additional sites in an audio-only conference. To activate call forwarding: 1 Make sure that the Polycom system is not in a call.
User’s Guide for Polycom HDX Room Systems To add a system to a call: 1 While in a call, press access the tone pad. on the Polycom system remote control to 2 Press 3 Wait for a dial tone, and then dial the extension of the system that you want to add to the call. 4 Press Select again. The call becomes an audio-only conference with all of the systems. If the system that dialed the flash hook hangs up, the other systems remain connected in a call with audio and video, if the capabilities are present.
User’s Guide for Polycom HDX Room Systems Displaying the Far Site’s Name When the Call Connects If your system administrator has allowed access to user settings, 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 Home screen. 2 Select User Settings from the System screen.
User’s Guide for Polycom HDX Room Systems To turn backlight compensation on: 1 Select System from the Home screen. 2 Select User Settings from the System screen. 3 Scroll to Backlight Compensation and press enable the option. 4 Press Home to save your change and return to the Home screen. on the remote control to Polycom Solution Support Polycom Implementation and Maintenance services provide support for Polycom solution components only.
