User’s Guide for Polycom® HDX® Systems and the Polycom Touch Control Version 3.0.
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Contents Using the Polycom Touch Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
User’s Guide for Polycom HDX Systems and the Polycom Touch Control Polycom HDX 9004, Polycom HDX 9002, and Polycom HDX 9001 systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Showing Content from a USB Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Showing Content from a Document Camera, VCR, or DVD Player . . 20 Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 21 Using the Polycom UC Board™ . . . . . . . . . . . . . . . . . . . . . . . . . .
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.
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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 From the Home screen touch User Settings. 2 Scroll to the Power section. 3 Select Touch Control Power.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 From the Home screen touch Place a Call.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control To place a call from the Recent Calls screen: 1 From the Home screen, touch Calls. 2 Touch an entry to place the call. Place a Call, and then touch Recent 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 From the Home screen touch Search the Directory. 2 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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...
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 Systems and the Polycom Touch Control 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 Launch People+Content IP. 3 Open the content you want to show, and click 4 Click in People+Content IP. in People+Content IP to stop showing content.
User’s Guide for Polycom HDX Systems and the Polycom Touch 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 Click 3 Click Disconnect. in People+Content IP. To keep a multipoint call hosted by the HDX system secure, content is automatically stopped when a participant joins the call.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control Polycom HDX 9004, Polycom HDX 9002, and Polycom HDX 9001 systems 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 Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control To start showing a document, object, videotape, or DVD in a call: 1 From the Home screen or call screen, touch Show Content. 2 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control The following HDX systems, running software version 3.0.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 system using the http://IPaddress (for example, http://10.11.12.13) or https://IPaddress format.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control If you are... You can do this... By selecting... Participant Request control of the conference. Acquire Chair View the selected site’s video. This does not change what other sites see. View Site Return to viewing the video selected by the chair or the host.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control To manually create a multipoint call with CCCP: 1 From the Call screen on the Polycom Touch Control, touch Conference. 2 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control Allow Room or Call Monitoring with the Polycom HDX Web Interface To enable room and call monitoring: 1 From the Home screen, touch User Settings. 2 Touch the HDX System tab. 3 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.
User’s Guide for Polycom HDX Systems and the Polycom Touch Control 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 http://www.polycom.
