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Version 3.0.5 | July 2012 | 3725-23978-011/A
User’s Guide for Polycom
®
HDX
®
Room Systems
© 2012 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
®
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 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.
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. iii
Contents
Using the Remote Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Powering the System On and Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Power On Self Test (POST) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Calling by Entering a Name or Number . . . . . . . . . . . . . . . . . . . . . . 4
Calling from the Recent Calls List . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Calling from the Favorites Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling a Speed Dial Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Calling from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Types of Video Calls You Can Make . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Participating in an Encrypted Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Controlling What You See . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Selecting and Adjusting a Camera or Other Video Source . . . . . . . . . . 9
Starting and Stopping Camera Tracking with EagleEye Director . . . 12
Setting and Using Camera Presets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Switching Between Full-Screen Video and the Home Screen . . . . . . . 13
Enabling Dual Monitor Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Showing, Moving, and Turning Off the PIP . . . . . . . . . . . . . . . . . . . . . . 16
Specifying When to Display the PIP . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Controlling What You Hear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Adjusting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Enjoying Stereo Audio in Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Showing Content with People+Content™ IP . . . . . . . . . . . . . . . . . . . . . 19
Showing Content from a Computer Connected Directly to
the HDX System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Polycom HDX 9006, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series systems . . . . . . 20
User’s Guide for Polycom HDX Room Systems
iv Polycom, Inc.
Polycom HDX 9004, Polycom HDX 9002, and
Polycom HDX 9001 systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Showing Content from a Document Camera, VCR, or DVD Player . . 22
Showing Content with Polycom People on Content™ . . . . . . . . . . . . . 22
Using the Polycom UC Board™ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Save and Retrieve Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Controlling Recording Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Working with Directory Entries and Favorites . . . . . . . . . . . . . . . . . . . . . . . 27
Searching the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Adding, Editing, and Deleting Favorites . . . . . . . . . . . . . . . . . . . . . . . . 28
Directory Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Refreshing Entries from the Polycom Global Directory Server . . . . . . 32
Contacts with Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Including Multiple Sites in Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Placing a Multipoint Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Passwords for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Multipoint Viewing Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using Chair Control for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . 37
Changing the Way Calls Are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Temporarily Refusing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Answering Video Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Muting Automatically Answered Video Calls . . . . . . . . . . . . . . . . . . . . 39
Allowing Video Display on the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Logging In and Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using a Polycom SoundStation
®
IP 7000 Conference Phone
with a Polycom HDX System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Using Polycom Conferencing for Microsoft Outlook . . . . . . . . . . . . . . . . . . 42
Using Microsoft Office Communications Server 2007 R2 or
Microsoft Lync Server 2010 Features with Video Calls . . . . . . . . . . . . . . . . 43
Managing Contacts Using Office Communicator or Microsoft Lync . 43
Viewing Microsoft Office Communications Server or
Microsoft Lync Server 2010 Presence States . . . . . . . . . . . . . . . . . . . . . . 44
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Muting in a CCCP Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Holding and Resuming CCCP Calls . . . . . . . . . . . . . . . . . . . . . . . . . 45
Using Avaya Network Features with Video Calls . . . . . . . . . . . . . . . . . . . . 46
Customizing Your Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Allowing the Far Site to Control Your Camera . . . . . . . . . . . . . . . . . . . 48
Displaying the Far Site’s Name When the Call Connects . . . . . . . . . . . 48
Hearing Audio Confirmation When You Dial . . . . . . . . . . . . . . . . . . . . 48
Polycom, Inc. v
Adjusting for Room Lighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Polycom Solution Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Polycom, Inc. 1
User’s Guide for Polycom
®
HDX
®
Room Systems
Version 3.0.5
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.
This guide covers instructions for the following models:
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. To find out more about these options, please talk to the
administrator of your Polycom HDX system.
Polycom HDX 9000 Series
Polycom HDX 8000 Series, Polycom
HDX 7000 Series, and Polycom
HDX 6000 Series
User’s Guide for Polycom HDX Room Systems
2 Polycom, Inc.
Using the Remote Control
You use the remote control to place calls, adjust the volume, navigate screens,
and select options.
Select a far-site camera or video
source
Access onscreen help; see system
status in a call
Increase, decrease, or disable the
sound you hear from the far sites
Select a near-site camera or video
source
Enter letters or numbers; move the camera
to a stored preset position
Press once for a dot, twice for a
colon, three times for an asterisk
Control a programmed recording device or
Polycom RSS™ server
Store or recall camera presets
(when followed by a number);
delete all camera presets
Return to the previous screen
Cycle through display layouts
Place or answer a call
Display the onscreen keyboard to
enter text
Select a camera or other video source
Press to power the system on; hold to power
off; can be set so that you press to wake the
system, put it to sleep, or disable button.
Start and stop sending content to far sites
Zoom the camera in or out
Mute the microphone audio you’re sending
to the far sites
Delete letters or numbers
End a call
View or manage directory entries
Confirm your current selection; perform
functions on highlighted items
View button presses and various menus
Return to the Home screen
Navigate through menus using
4-way keys
Displays an on-screen menu of
optional features
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 3
Powering the System On and Off
To power on the Polycom HDX system, do one of the following:
• Press the power button on the remote control.
• Press the power switch on the front of the system.
The Polycom splash screen is displayed within about 10 seconds.
To power off the Polycom HDX system, do one of the following:
• Press and hold the power button on the remote control for 2 seconds.
• 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.
Power On Self Test (POST)
After the splash screen is displayed, the HDX system automatically performs
system health checks every time the system starts. As each check begins, a
message appears on Monitor 1.
If a test fails, press Hangup on the remote control to continue the startup
process. However, even if the system appears to start up, Polycom
recommends that you contact Technical Support before using your HDX
system if any of the system tests fail.
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.
The Power button affects any HDX system within the range of the remote
control, regardless of the Channel ID setting.
User’s Guide for Polycom HDX Room Systems
4 Polycom, Inc.
Calling and Answering
Answering a Call
The way a Polycom HDX system handles incoming calls depends on how it is
configured. It either answers the call automatically, rejects the call
automatically, or prompts you to answer the call manually.
To answer the call manually:
>> Press Call or select Yes using the remote 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
— Speed Dial
— 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 select Place a Call, or start entering numbers with
the remote control to go to the Place a Call screen if it is enabled on your
system.
2 In the dialing field, enter the dialing information. Depending on the
capabilities of your system and the system you are calling, the dialing
information could look like one of these examples:
— 10.11.12.13 (IPv4 address—include the dots)
— 1b11:22ad:333a:444b:5cc5:66d6:e777:88f8 (IPv6 address—include the
colons)
— 2555 (E.164 extension for H.323 or SIP)
— stereo.polycom.com (DNS name)
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 5
— 19782922854 (ISDN or phone number)
— user@domain.com (SIP)
To enter letters, press Keyboard on the remote control.
To delete a number, press Delete on the remote control.
3 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:
— 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. For audio-only calls, you might need to set this to Phone.
— Second ISDN number – Use two numbers only when the person you
are calling instructs you to do so.
—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.
Call progress indicators appear on the HDX system monitor to show that
the call is in progress. When the indicators turn green, the call is
connected.
For more information about using the Place a Call screen, refer to Types of
Video Calls You Can Make on page 8.
Calling from the Recent Calls List
If your system administrator has allowed access to Recent Calls, you can
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 Home screen.
2 Scroll to the entry you want to call and press Call, or press the
reference number that appears next to the entry to place the call.
You can filter the list by placed or received calls by selecting Options > Sort
Options.
To see more details about a call listed on the Recent Calls screen, highlight the
call and press Info on the remote control.
User’s Guide for Polycom HDX Room Systems
6 Polycom, Inc.
Calling from the Favorites Screen
You might be able to see a list of Contacts on the Favorites screen.
To place a call from the Favorites screen:
1 Select Favorites from the Home screen.
2 Highlight the contact you want to call and press Call, or press the
reference number that appears next to the contact to place the call.
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. If the system is registered with a global directory, the directory
includes entries from the global directory.
To place a call from the directory:
1 Press Directory on the remote control.
2 Open a specific group folder to find the entry you want to call.
3 Highlight the entry to call.
4 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 might prompt you to choose which
way to place the call.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 7
Calling from the Calendar
If your HDX system is configured to connect to the Microsoft Exchange Server,
and the Polycom Conferencing for Microsoft Outlook add-in is installed at
your site, you can join a scheduled meeting from the Calendar screen. If the
Calendar screen is blank, the system is not connected to the Microsoft
Exchange Server or no meetings are scheduled.
To join a scheduled meeting from the Calendar screen:
1 Go to the Calendar screen.
— Select Calendar on the Home screen.
— Select System > Utilities > Calendar from the Home screen.
— Press the Option button on the remote control and select Calendar.
2 Find a meeting scheduled with the Polycom Conferencing Add-In for
Microsoft Outlook, which is indicated with on the Calendar screen.
3 Select Join Now to call into the meeting.
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 42.
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.
In audio-only calls, if the person on an analog telephone hangs up first, you need to
disconnect the Polycom HDX system from the call, just as you would hang up a
telephone receiver in a regular phone call.
User’s Guide for Polycom HDX Room Systems
8 Polycom, Inc.
Types of Video Calls You Can Make
Depending on your system configuration, you might be able to make calls
using ISDN, H.323, SIP, or V.35/RS-449/RS-530. You can place an audio-only
call from Polycom HDX systems that have Analog Phone or Voice Over ISDN
enabled.
The following table lists some possible call combinations.
From... You can call... By dialing...
ISDN ISDN Phone number
IP Phone number of the far-site gateway
and the extension (E.164 address) of the
far site.
Enter the extension after the gateway
number or wait until the gateway
prompts you for the extension.
LAN Networked and Public
Sites
SIP URI, E.164 address, DNS name, or
IP address.
Protected and Private
Sites
Typically, the far site's gateway number
then the number of the far-site system.
Consult with the far site about the best
method for placing the call.
ISDN Depending on the H.323 gatekeeper or
SIP server, the access code of the
near-site gateway, the speed code, and
the ISDN number of the far site. Contact
your system administrator for more
information.
Points to note about special dialing scenarios:
• When you call an IP system through a gateway that requires an extension
(E.164 address), enter the extension in the dialing field whenever possible.
Check with your network administrator for the extension delimiter you need to
enter into the dialing field. For example, some networks use ## to separate the
extension from the IP address.
• When you include the extension, you are prompted to save both the number and
the extension in the directory when the call ends. If you enter the extension after
the gateway connects, you can save only the gateway number when the call
ends.
• To place a call within your PBX system, enter the internal extension instead of
the full number.
• If you need to insert a pause, add one comma in the dial string for each second
you want the system to pause.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 9
Participating in an Encrypted Call
If encryption is enabled on the system, a locked padlock icon appears on the
monitor when a call is encrypted. If a call is unencrypted, an unlocked padlock
appears on the monitor.
• If you are in a point-to-point call or a multipoint call hosted by another
system, the padlock icon displays the state of your individual connection.
• If you are hosting a multipoint call, the padlock icon displays the
combined state of all connections: encrypted if all connections in the call
are encrypted, unencrypted if one or more connections in the call are not
encrypted.
In one call, some connections might be encrypted while others are not. The
padlock icon might not accurately indicate whether the call is encrypted if the
call is cascaded or includes an audio-only endpoint. If encryption is required
on your system, the far end must support encryption or the call will not be
completed. To avoid security risks, Polycom recommends that all participants
communicate the state of their padlock icons verbally at the beginning of a call.
Controlling What You See
Selecting and Adjusting a Camera or Other Video Source
You can use the touch control to select and adjust the main camera or other
near-site or far-site video sources, such as document cameras, computers,
VCRs, or DVD players.You can use the remote control to select and adjust the
main camera or other near-site or far-site video sources, such as document
cameras, computers, VCRs, or DVD players.You might be able to adjust other
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 at the far site to allow you
to control it.
User’s Guide for Polycom HDX Room Systems
10 Polycom, Inc.
To select a near-site or far-site camera, or other video source:
1 If you are in a call, press Near or Far on the remote
control to select either near-site or far-site control.
2 Press Camera on the remote control. Then select the camera or other
video source you want to use.
To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye 1080,
Polycom EagleEye III, or Polycom EagleEye Director 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.
2 Press the arrow buttons on the remote control to move the camera up,
down, left, or right.
3 Press Zoom on the remote control to zoom out or in.
To adjust a Polycom EagleEye View camera:
1 Manually swivel the camera right, left, up, or down to frame the view.
This onscreen icon indicates that you have selected
a near-site camera or video source.
This onscreen icon indicates that you have selected
a far-site camera or video source.
If you are using an EagleEye Director and camera tracking is on, you must turn
camera tracking off before adjusting the camera.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 11
2 Turn the focus wheel to adjust the focus.
3 Select the camera, and then press Zoom on the remote control to
zoom out or in.
If you zoom in, you can pan or tilt the camera electronically by pressing
the arrow buttons.
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.
User’s Guide for Polycom HDX Room Systems
12 Polycom, Inc.
Starting and Stopping Camera Tracking with EagleEye Director
If EagleEye Director tracking is enabled, the camera follows the person or
people who are speaking. This tracking action, also called automatic camera
positioning, can be manually started or stopped.
To start camera tracking:
>> Press the Option button on the remote control and select Start
Camera Tracking.
To stop camera tracking:
>> Press the Option button on the remote control and select Stop
Camera Tracking.
Camera tracking can also start or stop based on the following actions:
• Camera tracking starts automatically when you make a call.
• Camera tracking stops once you hang up a call.
• Camera tracking temporarily stops when you mute the HDX system. It
resumes when you unmute the HDX system.
Setting and Using Camera Presets
Camera presets are stored camera positions that you can create ahead of time
or during a call. The system uses preset 0 as the default camera position.
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. Each preset
stores the camera number, its zoom level, and the direction it points. These
presets remain in effect until you delete or change them.
If far-site camera control is allowed, you can create up to 16 presets (0-15) for
the far-site camera. These presets are saved only for the duration of the call.
You might also be able to use presets that were created at the far site to control
the far-site camera.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 13
To move the camera to a stored preset:
1 If a call is connected, press Near or Far on the
remote control , and then choose a near-site or far-site camera.
2 Press a number on the remote control. Depending on how your system is
configured, you might need to press Preset before you press a
number.
To view your near-site presets:
>> 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 unassigned presets.
To store a preset:
1 If you are in a call, press Near or Far on the remote
control , and then choose a near-site or far-site camera or other video
source.
2 With the camera in the desired position, 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. Depending on how your system is
configured, you might need to press Preset before you press a
number.
To delete all presets:
1 If you are in a call, press Near, and then choose a near-site
video source.
2 Press Preset on the remote control.
3 Press and hold Delete to delete all presets.
Switching Between Full-Screen Video and the Home Screen
When the call connects, the system automatically shows video on the whole
screen. You can switch back to the home 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 Home screen:
>> Press Home on the remote control.
You cannot delete just one preset. Instead, overwrite an existing preset with the
new camera position.
User’s Guide for Polycom HDX Room Systems
14 Polycom, Inc.
To see near video in the full screen:
>> Press Near on the remote control.
To see far video in the full screen:
>> Press Far on the remote control.
Enabling Dual Monitor Emulation
If your system administrator has allowed access to user settings, you might be
able to set your system for Dual Monitor Emulation (also called split-screen
viewing). With Dual Monitor Emulation, you can display multiple windows
on one monitor.
To enable Dual Monitor Emulation:
1 Select System from the Home 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
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 15
The last layout viewed is used for the next call.
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:
3 Near site big, far site small
4 Near site full screen
5 Far site full screen
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
User’s Guide for Polycom HDX Room Systems
16 Polycom, Inc.
Showing, Moving, and Turning Off the PIP
Your system might 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 Display repeatedly to move
it to different corners of the screen.
• After a brief pause, the PIP border turns blue. Then, press Display to
turn the PIP off.
To swap the views shown in the PIP and the main screen:
1 If the PIP is not showing, press Display on the remote control to
display the PIP on screen.
2 Press Camera and select the Swap PIP icon.
Specifying When to Display the PIP
Your system might be configured with specific default behavior for the PIP in
calls. If your system administrator has allowed access to user settings, 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 Home screen.
2 Select User Settings from the System screen.
3 Select Next to see more settings.
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 series systems show only two
windows in Dual Monitor Emulation.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 17
4 Scroll to PIP, press , and select one of these settings:
5 Press Home to save your change and return to the Home screen.
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
conversations at your site.
To mute or unmute the microphone:
>> Press Mute on the remote control.
If a Polycom tabletop microphone array is connected to your system, you can
also mute the call by pressing on the microphone.
The indicators on the microphone are red when your audio is muted. The
near-site mute icon also appears on the display.
Select this setting... To show the PIP...
Camera When you press any of the camera control buttons.
On On connection and during the call.
Off Only when you press Display on the remote control.
User’s Guide for Polycom HDX Room Systems
18 Polycom, Inc.
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.
Showing Content
Depending on how your system is configured, you might be able to show
content that is stored on a computer. When you show content, the far site can
see you and what you see on the computer screen.
You might be able to show the following to the far sites:
• Any information stored on a computer
• Real-time annotations made using the Polycom UC Board™
• A paper document or object placed on a document camera
• A videotape or DVD
You can show one content source and one people video source at a time, and
you can switch to a different type of content or people video source if you need
to. Participants at other sites can also show content or people video sources.
Content shown is from one site at a time; another site sharing content
overrides any content being shared.
Points to note about muting the microphone:
• Muting the microphone mutes audio coming from auxiliary audio inputs on
Polycom HDX 7000 series, Polycom HDX 8000 series, and Polycom HDX 9000
series.
• Muting the microphone does not mute audio coming from any device connected
to the VCR or content audio inputs.
• The microphone might automatically mute when the system is asleep or is
waiting for you to log in.
• The red mute indicator on the front of the Polycom EagleEye View camera is lit
when the system is muted or when a Polycom microphone is connected and
muted.
• The microphone might automatically mute when the system automatically
answers an incoming call.
Stereo audio is only available in video calls of 256 kbps or higher.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 19
When you are showing content, the content icon appears on your main
monitor. Whether you also see the content on your monitor or projector
depends on how your system was configured.
Showing Content with People+Content™ IP
People+Content™ IP allows you to send content from a computer that is not
connected directly to the Polycom HDX system.
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.
3 On the computer, click Connect.
4 Open the content you want to show, and click in People+Content IP.
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 in People+Content IP or press Camera and deselect the
computer input.
3 Click Disconnect.
Points to note about People+Content IP:
• People+Content IP provides video-only content. No audio is shared.
• People+Content IP supports any computer desktop resolution with color set to
16-bit or higher.
• Your computer resolution can be set to anything, but People+Content IP scales
the image to 1024x768 or 1280x720.
• The People+Content IP application must be installed on a computer.
If you are using multiple screens on your computer, move the People+Content IP
icon to the screen you want to share.
User’s Guide for Polycom HDX Room Systems
20 Polycom, Inc.
Showing Content from a Computer Connected Directly to
the HDX System
Before you show content, check that the computer video output is configured
to use one of these supported resolutions and refresh rates.
Polycom HDX 9006, Polycom HDX 8000 series, Polycom
HDX 7000 series, and Polycom HDX 6000 series systems
To keep a multipoint call hosted by the HDX system secure, content is automatically
stopped when a participant joins the call.
Resolution Refresh rates (Hz)
640 x 480 60, 72, 75, 85
800 x 600 60, 72, 75
1024 x 768 60, 70, 75
1280 x 720 50, 60
1280 x 960 60
1280 x 1024 60, 75
1680 x 1050 60
1920 x 1080 60
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 21
Polycom HDX 9004, Polycom HDX 9002, and
Polycom HDX 9001 systems
To start showing content:
1 To show people and content at the same time, the HDX system input
must be configured for content. Make sure the computer is powered on
and connected to the Polycom HDX system.
Polycom HDX 9004: You can connect a computer to video input 4 or 5.
When you connect to video input 4, you can also connect to audio input 4
to share sound from your computer.
Polycom HDX 9002, Polycom HDX 9001: You can connect a computer to
video input 4.
Polycom HDX 9006 or Polycom HDX 8000 series: You can connect a
computer to video input 4. You can also connect to audio input 4 to share
sound from your computer.
Polycom HDX 7000 series: You can connect a computer to video input 3.
You can also connect to audio input 3 to share sound from your computer.
Polycom HDX 6000 series: You can connect a computer to video input 2.
You can also connect to the audio input to share sound from your
computer.
2 Press Content on the remote control or press Camera and select
the computer input.
Audio from the content input sources in step 1 is muted unless the content
input is selected as a video source.
To stop showing content:
>> Press Content on the remote control or press Camera and
deselect the computer input.
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
22 Polycom, Inc.
Showing Content from a Document Camera, VCR, or DVD Player
Depending on how your system is configured, you might be able to show
different types of information to other sites in a call, such as through a
document camera, VCR, or DVD player.
Before the call begins:
• Make sure the document camera, VCR, or DVD player is connected and
powered on. Refer to the setup sheet that came with your system.
• Position your document or object on the document camera or insert the
videotape or DVD.
To start showing a document, object, videotape, or DVD in a call:
1 Press Camera on the remote control.
2 Select a content source.
3 Press on the remote control.
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 Polycom People on Content™
The Polycom People on Content™ feature allows you to show yourself on top
of content that you are sharing. The effect is similar to a weather newscast on
television. This feature is sent as a people source, therefore you cannot send a
content source when using People on Content.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 23
For more information on how to set up a room to maximize the People on
Content feature, see the Administrator’s Guide for Polycom HDX Systems. You
can also contact your administrator for information about enabling or
configuring People on Content.
Follow these guidelines when you are presenting content with People on
Content:
• Wear solid neutral-colored clothes.
• Avoid wearing black, white, or the color of your background.
• Make sure that the room is well lit.
• Stand about 3 feet in front of the background to avoid casting shadows
on it.
To show content with People on Content:
1 Make sure that the content you want to show is ready.
2 Press Option on the remote control.
3 Select People on Content.
The icons for the foreground and background video sources move up
slightly on the screen. The camera moves to the preset location. Content is
displayed in place of the background.
The foreground and background video sources are configured by the
administrator. You can adjust the camera or choose a different foreground
video source after you start showing content with People on Content.
To stop showing content with People on Content:
1 Press Option on the remote control.
2 Select People on Content.
Using the Polycom UC Board™
By using the Polycom UC Board stylus and receiver with a USB hub and either
a standard whiteboard and projector or dual-monitor setup, you can show and
annotate content in real time from selected Polycom HDX systems. Integration
with HDX system software means that you do not need to start an external
application to use the UC Board.
For information about setting up and getting started with the UC Board, refer
to the Quick Start Guide for the Polycom
®
UC Board
™
and the Administrator’s
Guide for Polycom HDX Systems at support.polycom.com.
To use the UC Board with your Polycom HDX system:
1 Ensure that the monitors or projector is powered on.
2 Tap the stylus on the content monitor (second monitor) or whiteboard, or
begin drawing with the stylus.
User’s Guide for Polycom HDX Room Systems
24 Polycom, Inc.
The following HDX systems, running software version 3.0.3 or later, support
the UC Board:
• Polycom HDX 7000 HD system with Hardware Version C or D
• Polycom HDX 8000 HD system with Hardware Version B
• Polycom HDX 9006
Save and Retrieve Features
UC Board includes the following save and retrieve features:
• Save and retrieve up to 200 images as JPEG files on a USB storage device
• Import and annotate existing JPEG images, such as PowerPoint slides,
then save changes to a USB storage device
• View saved slides and pages of thumbnail slides
• Delete slides from the USB storage device
Importing Slides or Graphics to a USB Storage Device for Use with
UC Board
To import graphic files or Microsoft PowerPoint slides to a USB storage device:
1 Insert a USB storage device into a USB drive on your Macintosh or
Windows computer.
2 On the USB storage device, create a new directory named
My
Whiteboard
. This directory name is a requirement.
3 To save PowerPoint slides, complete the following steps. For other file
types, skip to the next step.
a Open the PowerPoint application, then open the desired presentation
file.
b Save the presentation to the directory you created in step 2 as JPEG
File Interchange Format.
When asked, Do you want to export every slide in the presentation
or only the current slide?, select Every Slide and click OK.
4 To export graphic files, save them as .jpg format and then save the files to
your USB storage device.
5 Insert the USB storage device into the HDX system’s USB port.
You can save .jpg files up to 512 kb or 15840 x 8640. Larger files are not saved.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 25
Viewing and Deleting Content on the UC Board
To view slides saved on a USB storage device:
>> With a slide open on the UC Board, do one of the following:
— Hold the stylus close to the UC Board and tap the Next Arrow or
Previous Arrow on the screen to navigate the slides.
— Hold the stylus close to the UC Board and click the large button shown
in the following figure to go to the next slide or click the small button
to go to the previous slide.
To view thumbnails of slides saved on a USB storage device:
1 On the UC Board screen, tap the Thumbnail icon with your stylus.
2 Thumbnail pages are loaded onto the UC Board screen. When your
presentation contains more than 20 slides, a number at the top of the UC
Board screen displays your current page. You can load up to 10 pages of
thumbnails with 20 slides on each page.
3 To navigate through the slides in thumbnail view, do one of the
following:
— On the UC Board screen, use your stylus to tap the Next Arrow
to view the next 20 slides or the Previous Arrow to view the
previous 20 slides.
— Hold the stylus close to the UC Board and click the large button for the
next set of 20 slides or the small button for the previous set of 20 slides.
You can extend the reach of the USB connector on the HDX system by installing an
active USB extension cable.
User’s Guide for Polycom HDX Room Systems
26 Polycom, Inc.
To delete slides from a USB storage device:
1 On the UC Board screen, tap the Trash Can icon with your
stylus.
All slides on the page display X icons.
2 On the slide you want to delete, tap the X icon with your stylus.
Saving Content on the UC Board
To save changes to content on the UC Board:
>> As shown in the following figure, tap the Save icon with your UC
Board stylus.
You hear a beep tone indicating content is saved to the USB storage device.
Points to note about the UC Board
When a USB memory device connected to your HDX system, the following
scenarios are possible:
• When you accept an incoming call, the UC Board closes and the current content
is saved automatically.
• When a point-to-point call ends, the UC Board closes and the current content is
saved automatically.
• In a multipoint call, if the far end hangs up the call, the UC Board content does
not close. When the near site also hangs up the call, the UC Board closes and
the content is saved.
• If you annotate a slide and save your changes, an original slide copy is saved
on the USB storage device, resulting in an original copy and an annotated copy.
• While viewing slides, if you annotate an existing slide or create a new
whiteboard and then save your changes, the new whiteboard is stored after the
slide you last viewed.
• When slides are deleted, added, or saved, slide order is maintained so that no
gaps exist in numbering.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 27
Controlling Recording Devices
Depending on how your system is configured, you might be able to use the
Polycom HDX remote control to control devices such as VCRs or DVD players
that are in the room with the system. You might also be able to control a
Polycom RSS 4000 server or Polycom RMX
®
system. The remote control
buttons control these systems by sending audible DTMF tones across the call.
The Polycom RMX must be configured to use the default DTMF codes
assigned to the recording process. Contact your system administrator for more
information.
Working with Directory Entries and Favorites
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, you can see
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, however, add a global entry to your Favorites.
Sites that you have added are stored on your Polycom HDX system as
Favorites. You can remove or edit Favorites. You can also assign Favorites to
groups to more easily find them. 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 Favorites on your system.
Polycom HDX systems support up to 1,000 Favorites. They can also support
one of the following:
• Up to 200 additional Favorites with presence when registered with
Microsoft Office Communications Server or Microsoft Lync Server 2010.
• Up to 200 additional Favorites with presence when registered with a
Polycom Converged Management Application™ (CMA®) system.
• Up to 4,000 contacts from up to 5 servers, which appear in the Global
Directory group, when registered with to Polycom GDS server.
• Up to 20,000 contacts when the HDX system is registered with Microsoft
Office Communications Server 2007 or Microsoft Lync Server 2010.
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 2007 R2 or Microsoft Lync Server 2010 Features with
Video Calls on page 43.
User’s Guide for Polycom HDX Room Systems
Polycom, Inc. 45
Multipoint Calls Using Centralized Conferencing Control
Protocol (CCCP)
If a Polycom HDX system is deployed in a Microsoft Lync Server 2010
environment and Centralized Conferencing Control Protocol (CCCP) is
enabled, you can place and participate in multipoint calls that are hosted by
Microsoft audio and video servers.
Contact your system administrator and the Polycom Unified Communications
Deployment Guide for Microsoft Environments for more information about CCCP
multipoint calling, which is referred to as Lync Conferencing in that book.
Muting in a CCCP Call
A Microsoft Lync client acting as the call organizer can mute all of the
participants in the call. You cannot unmute until the organizer unmutes the
participants unless you are designated as a presenter. If the meeting organizer
has muted your Polycom HDX system selectively, you can unmute your
system even if the organizer does not. It is important to understand that no one
else can unmute your microphone. They can only request that you unmute.
When your mute status changes due to a Microsoft Lync client organizer
muting or unmuting all of the participants, notification is displayed on the
Polycom HDX system monitor.
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:
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.
Icon Presence State Description
When you add a group to a CCCP conference, only the first three contacts in the
group are added to the call.
… 50 …

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