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1.1 | August 2012 | 3725-63878-001/C
Users Guide
for Polycom
®
CX7000 Systems
© 2011 Polycom, Inc. All rights reserved.
Polycom, Inc.
6001 America Center Drive
San Jose CA 95002
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing
includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the
software contained within its products. The software is protected by United States copyright laws and international
treaty provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound
recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
ii
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.
Other product and corporate names may be trademarks of other companies and are used only as a fair use
reference without intent to infringe.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent
applications held by Polycom, Inc.
Customer Feedback
We are constantly working to improve the quality of our documentation, and we would appreciate your feedback.
Please send email to videodocumentation@polycom.com.
Polycom, Inc. i
Contents
Introduction
Welcome to the Polycom CX7000 System . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Using a Different Language for Entering Text . . . . . . . . . . . . . . . . . . . . . . . . 2
Switching Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Calling and Answering
Placing a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Joining an Online Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Placing an Audio Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Hanging Up an Audio or Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Controlling Audio and Video
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Controlling What the Far End Can See and Hear . . . . . . . . . . . . . . . . . . . . . . 8
Working with Content
Preparing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Using Instant Messaging
Starting a Conversation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding Video or Voice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Working with the Calendar
About the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Understanding Meeting Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Navigating through the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
User’s Guide for the Polycom CX7000 System
ii Polycom, Inc.
Managing Your System
Restarting the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Shutting Down the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Solving Problems
Viewing Call Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Solving Audio and Video Problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Configuration Pages
System Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Meeting Room Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Keyboard Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
MAC Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Hardware Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Serial Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
System Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Lync Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Memory Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
CPU Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Polycom Solution Support
About Polycom Professional Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Polycom, Inc. 1
1
Introduction
Welcome to the Polycom CX7000 System
The Polycom CX7000 system lets you use the familiar features of Microsoft
Lync to participate in calls with people and systems in your organization's
Microsoft Lync directory. The system's calendar shows the online meetings
and Outlook appointments scheduled for this meeting room. You can join
online meetings with a click. During online meetings, you can show content,
invite others to join, and communicate with instant messages.
User’s Guide for the Polycom CX7000 System
2 Polycom, Inc.
Powering the System On and Off
Make sure that the system is powered off when you connect devices to it.
To power on the CX7000 system:
>> Press the power button on the front of the system.
The Polycom splash screen is displayed within about 10 seconds.
To power off the CX7000 system:
>> Press and hold the power switch on the front of the system for two
seconds.
After turning the power off, wait at least 15 seconds before you unplug the
system from its power source.
Tip: Your system may be configured to let you power off the system from the
Options menu. To do this, click Options > Shut Down.
Using a Different Language for Entering Text
Your system may be configured to allow you to choose which language to use
when you search for a contact or send an instant message. This way, you can
use your preferred language on any system, regardless of system’s default
language.
To choose a different input language:
>> Move your mouse to the gold language box at the bottom of your screen,
and click the language you want to use.
User Sign In
When the Polycom CX7000 system powers on, it signs in automatically and
shows the system’s scheduled meetings on the calendar. You do not need to
sign in to use the system.
If you want to view your own meetings on the calendar and your own list of
contacts, you can sign in to the system using your own Microsoft Lync
account. You then have access to all of the features of the CX7000 system, as
Introduction
Polycom, Inc. 3
well as your own contacts and schedule. Others can also sign in to the system,
and you can easily switch from one user to another. The name of the active
user is displayed at the bottom of the screen.
To sign in:
1 From the Home screen, click the system name at the bottom of the screen.
2 Choose Switch Users, and enter your user name and password.
To sign out:
1 From the Home screen, click the system name at the bottom of the screen.
2 Choose Sign Out.
Tip: You are signed out automatically after the system has been idle for five
minutes.
Polycom, Inc. 4
2
Calling and Answering
Placing a Video Call
You can place calls to people and systems in your organization that are
registered to the Directory Service.
To place a call:
1 Do one of the following:
If your system is configured to show your contact list, scroll to the
contact you want to call.
Click Find a Contact and start typing a name. As you type, the
system finds matching names.
2 Click a name to select it.
3 Click Video Call to start the call.
Tip: Within an hour of starting the system, the Directory is automatically
synchronized with the server. During synchronization, searching for a contact
may fail. If this happens, wait a few minutes and try again. You can also
search for the full user name, for example, user@company.com.
To invite others to join a conference:
1 From a conversation window, click People Options > Invite by Name or
Phone Number.
2 Start typing a name. As you type, the system finds matching names.
3 Click to select an entry.
4 Click Call to invite this person or system to the conference.
Tip: To invite multiple people, press the CTRL key and click the entries to
call.
Calling and Answering
Polycom, Inc. 5
Answering a Call
When you receive a call, you see a call notification that tells you who is calling.
Your administrator may have configured the Polycom CX7000 system to
answer calls automatically. If so, you do not need to do anything when a call
starts.
If your system is not configured to answer calls automatically, you can answer
calls manually.
To answer a call manually:
>> In the incoming call notification, do one of the following:
Click Accept to join the call.
Click Redirect > Reply with an Instant Message to send a message to
the caller.
Click Redirect > Do Not Disturb to refuse the call and set your system
to refuse all calls until you reset the system status.
Click Decline to refuse the call.
Joining an Online Meeting
Online meetings are scheduled through the Outlook Calendar.
To join an online meeting:
1 Do one of the following:
Click Join Online Meeting to join the online meeting that is
currently in progress.
Click an online meeting from the Polycom CX7000 system calendar
and then click Join Online Meeting.
2 If your system is configured to require a Meeting ID, enter the Meeting ID
to start the call. You can find the Meeting ID in the meeting invitation.
Note: The Polycom CX7000 system calendar shows Outlook appointments
that are scheduled for this meeting room. However, you cannot join
anOutlook meeting or appointment from your Polycom CX7000 system.
User’s Guide for the Polycom CX7000 System
2–6 Polycom, Inc.
To enter a Meeting ID:
>> Use the keyboard to enter the Meeting ID when the system prompts you.
You can find the Meeting ID in the Join the conference link found in the
meeting email.
To schedule an online meeting:
1 In the Outlook calendar, schedule your meeting, and invite the CX7000
system.
2 Click in the Outlook toolbar. Online meeting information is
automatically added to the meeting invitation.
Placing an Audio Call
To place an audio call:
1 Click Find a Contact.
2 Start typing a name. As you type, the system finds matching names.
3 Click a name to select it.
4 Click Audio Call to start the call.
Hanging Up an Audio or Video Call
To hang up a video call:
1 Move your mouse to the left side of the screen to display the CX7000
system in-conference toolbar.
2 Click Hang Up.
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