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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
34 Polycom, Inc.
For calls hosted by a Polycom HDX system, you can define a group in the
directory to call all of the sites at one time. Alternatively, you can place a call
to the first site, and then add other sites after the first call connects. The other
sites can call the Polycom HDX system to join the call.
For calls hosted by a bridge, you might need to enter calling information about
all of the sites before the call begins. Contact your system administrator for
more information.
To place a multipoint call by adding sites to a call:
1 Call the first site.
2 When the call connects, press Call on the remote control.
3 Place a call to the next site. For more information, refer to Placing a Call
on page 4.
4 Repeat steps 2 and 3 until all sites are connected.
To place a multipoint call using a directory group:
1 Press Directory on the remote control.
2 Highlight a group folder in the directory list.
3 Press Call to place the call.
Depending on how your system is configured, it attempts to call the group
using a pre-defined list of call types. Contact your system administrator
for more information.
To place a cascaded multipoint call:
1 Call a group from the directory, or place calls one at a time to several
other sites. For more information, refer to Placing a Call on page 4.
2 Ask each site to call additional sites.
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. SIP endpoints calling into a
multipoint call protected by a password might not be able to join the call.
4

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