Polycom IP Phone P001 User Manual

4.0.0 | November 2012 | 3725-63715-001/A  
User’s Guide for the Polycom® RealPresence®  
Group Series  
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Contents  
Showing Content from a Computer Connected Directly to  
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User’s Guide for Polycom RealPresence Group Series  
Contents  
Using a Polycom SoundStation® IP 7000 Conference  
Phone with a Polycom RealPresence Group System . . . . . . . . . . . . . . . . . . 25  
Managing Contacts Using Microsoft Office  
Server 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28  
Viewing Microsoft Office Communications Server or  
Multipoint Calls Using Centralized Conferencing Control  
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User’s Guide for the Polycom® RealPresence® Group  
Series  
Version 4.0.0  
This guide includes overview information that you may find helpful when  
you’re just starting to learn about video conferencing or if you need a quick  
refresher. It also includes step-by-step instructions for everyday video  
conferencing tasks.  
This guide covers the following systems:  
RealPresence Group 300 and RealPresence Group 500 systems  
RealPresence Group 700 system  
Polycom RealPresence Group systems can be configured to show only those  
options used in your organization. Therefore, this guide may cover options that  
you cannot access on your system. To find out more about these options,  
please talk to your administrator.  
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Using the Remote Control  
You use the remote control to place calls, adjust the volume, navigate screens,  
and select options.  
Increase the speaker volume  
Zoom the camera in  
Decrease the speaker volume  
Zoom the camera out  
Navigate through menu items  
using the Up, Down, Left, and  
Right buttons; Pan/tilt the  
camera  
Select button - Select  
highlighted menu items  
Display the menu screen  
Delete letters or numbers or go  
back to a previous screen  
Press Menu, then Select, to turn  
the last used Content source on  
or off  
Return to the Home screen  
Place or answer a call  
End or reject a call  
Enter letters or numbers  
In camera control mode, move the  
camera to a stored preset  
In camera control mode, press and  
hold a number to store a preset  
Generate touch DTMF tones  
Mute all microphones  
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Recharging the Remote Control Battery  
Your system setup sheet shows how to charge the battery in the remote control  
the first time. When the remote control battery power is at 10% or less, a  
notification is displayed on the home screen. Although other notifications  
override the low battery notification, the low battery notification returns after  
the other notifications are dismissed. The low battery notification is not  
displayed while the system is in a call.  
The following steps describe how to recharge the battery.  
To recharge the remote control battery:  
1
Pull the battery out of the end of the remote control.  
2
Insert the USB plug of the battery into a USB 2.0 port such as the one on  
your system.  
The RealPresence Group 300 and RealPresence Group 500 systems have  
two USB 2.0 ports on the back of the system, while the RealPresence  
Group 700 has one USB 2.0 port on the front of the system and two USB  
3.0 ports on the back of the system.  
3
4
Wait until the status light on the battery turns green before removing it  
from the port.  
Insert the charged battery into the remote control.  
The following figure illustrates these steps.  
If you have a RealPresence Group 700 system, you can also recharge the  
battery using the USB port on the front of the system.  
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Powering On and Off  
Connect the power and power on the RealPresence Group System after you  
have connected all of the equipment that you will use with it. Make sure that  
the system is powered off before you connect devices to it.  
It is important to note that Polycom RealPresence Group systems do not have  
what you may think of as a power button—they have a power proximity sensor.  
Instead of pressing an actual button that moves, you touch the sensor (or near  
the sensor) that indicates power  
on the front of the system.  
To power on the RealPresence Group System, do one of the following:  
Press any button on the remote control or pick up the remote control to  
wake up the system if it is asleep.  
Press  
on the remote control.  
Touch and hold the  
power sensor on the front of the system. Because  
the power sensor is touch sensitive, you can touch your finger on or close  
to the sensor.  
The Polycom splash screen is displayed within several seconds.  
To shut down the RealPresence Group System, do one of the following:  
Press and hold  
on the remote control.  
Touch and hold the power sensor on the front of the system. The indicator  
light changes color and blinks, indicating that the system is shutting  
down. Release the power sensor when the indicator light changes color.  
Power On Self Test (POST)  
After being powered on, the RealPresence Group systems automatically  
perform system health checks before the systems are initialized. This process  
is known as a power on self test, or POST. The status of the POST sequence is  
displayed with the LED indicator light on the front of the device, or in the case  
of the RealPresence Group 700 system, in the text field display on the front of  
the system. All test results are logged in the system’s memory. For more  
information about what the colors of the indicator lights mean, refer to the  
Administrator’s Guide for Polycom RealPresence Group Series.  
When the POST sequence completes with no fatal errors, the RealPresence  
Group system starts normally.  
Warning errors that occur on the RealPresence Group system during POST can  
be found under System > Status > Active Alerts. For more details, use your  
remote control to select More Information.  
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If a fatal error occurs during startup, the system will not initialize. Contact  
Polycom technical support.  
Navigating the Local User Interface  
Cycle through the icons at the bottom of the Home screen to access system  
features. To accomplish tasks, you can press buttons directly on your remote  
control or use your remote control to navigate menus on the left side of the  
local user interface.  
Available icons vary based on how your administrator configured the system.  
Menu - Displays the Menu screen, which allows you to place a call,  
change cameras, show content, and more.  
Place a call - Displays the keypad so that you can enter numbers or  
letters to make a call.  
Content - Allows you to send content from a supported device.  
System - Displays the System screen, which allows you to obtain  
system information, view system status, and run diagnostic tests.  
User settings - Displays the User Settings screen, which allows you  
to change basic camera settings and to configure call and meeting  
preferences.  
Administration - Displays the Administration screen, which allows  
you to configure location settings, specify LAN properties, and manage  
some user security settings.  
To return to the Home screen:  
>> On the remote control, press  
.
To open the Menu screen:  
>> Using your remote control, do one of the following:  
Press  
On the Home screen, select  
.
.
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Calling and Answering  
Placing a Call  
You can use your system to place a video call in any of the following ways:  
Entering a number or name on the  
> Place a Call > Keypad screen.  
Choosing a name from a recent call list or contact list:  
> Place a Call > Recent Calls  
> Place a Call > Contacts  
On the Home screen, choosing a Speed Dial entry. This option must be  
configured by your administrator.  
Calling by Entering a Name or Number  
To place a call by entering a name or number:  
1
To place a call, do one of the following using your remote control:  
Press  
.
Navigate to  
> Place a Call > Keypad.  
2
In the dialing field, enter the dialing information as follows:  
Numbers: To enter numbers, select each number on the keypad with the  
remote control or enter numbers on your remote control.  
Letters: To enter letters, use your remote control to select each letter on the  
onscreen keyboard. Or you can use the text-entry method commonly used  
with cell phones to select letters directly on your remote control.  
Backspace: To delete a number or letter, press  
on the remote control.  
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)  
2555 (E.164 extension for H.323 or SIP)  
stereo.polycom.com (host name)  
[email protected] (SIP)  
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Enter any additional information needed for the call. The available  
settings depend on the type of call and your system’s configuration.  
4
Press  
on the remote control to place the call or select Place a Call.  
For more information about placing calls, refer to Types of Video Calls You  
Can Make on page 8.  
Calling from the Recent Calls List  
You can quickly 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
Go to  
> Place a Call and select Recent Calls.  
on your remote control.  
2
Highlight the entry and select Call or select  
You can filter the list of all calls by selecting Missed, Received, or Placed.  
To see details about a call listed on the Recent Calls screen, select a call in the  
list.  
Calling from the Contacts Screen  
If your system administrator has added a Directory and Favorite contacts, you  
can see the list on the Contacts screen.  
To place a call from the Contacts screen:  
1
Go to  
With your remote control, highlight the entry on the RealPresence Group  
system screen and select Call or press  
> Place a Call and select Contacts.  
2
.
To see more details about an entry, select Info.  
3
4
To search for an entry in the directory, select Search, then enter the  
contact name.  
Click  
on the onscreen keyboard.  
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Calling a Speed Dial Entry  
If your system administrator configured Speed Dial, you can quickly call a  
contact in your directory.  
To place a call to a speed dial entry:  
Using your remote control, do the following:  
1
At the top of the Home screen, select the Speed Dial tab.  
Select a Speed Dial entry to call.  
2
3
To place the call, press the Select button or navigate to Call.  
Answering a Call  
The way a RealPresence Group 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 a call manually:  
>> Using your remote control, select Answer or press  
.
For more information about answering calls, see Changing the Way Calls Are  
Answered on page 24.  
Ending a Call  
To hang up a call:  
>> On the remote control, press  
.
If prompted, confirm that you want to hang up.  
Types of Video Calls You Can Make  
Depending on your system configuration, you may be able to make calls using  
H.323 or SIP. By dialing call networked and public sites, you may be able to  
use these protocols:  
SIP URI  
E.164 format  
Host name  
IP address  
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E.164 format: 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.  
Participating in an Encrypted Call  
If encryption is enabled on the system, a locked padlock icon  
appears on  
the monitor screen when a call is encrypted. If a call is not encrypted, an open  
padlock appears on the monitor screen.  
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 may be encrypted while others are not.  
However, the lock icon may 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  
Viewing Your System’s IP Address  
To view your IP address:  
1
Select  
and navigate to System.  
2
Select Information > Network. Your IP address is listed on this screen.  
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Selecting and Adjusting a Camera or Other Video Source  
You can use the remote control to select and adjust the main camera or other  
near-end or far-end video sources, such as document cameras or computers.  
You may be able to adjust other auxiliary cameras or far-end cameras that  
support pan, tilt, and zoom movement. You can adjust the far-end camera only  
if it is configured at the far end to allow you to control it.  
When you are in camera control mode, you can press and hold a number to  
save a preset. For more information about presets, see Setting and Using  
Camera Presets on page 13.  
To select a near-end or far-end camera, or other video source:  
Out of a call:  
Using your remote control, go to  
> Cameras > Select Camera. Then  
select the camera or other video source you want to use from the list.  
In a call:  
Select  
> Cameras. Then select Your Cameras for near-end control or  
Their Cameras for far-end control.  
To switch between Your Cameras and Their Cameras without accessing  
the menu, press Select on the remote control while in a call.  
To return to a previous screen after adjusting your or their camera settings,  
select  
.
To adjust a Polycom EagleEye HD, Polycom EagleEye II, Polycom EagleEye  
Acoustic, Polycom EagleEye 1080, Polycom EagleEye View, Polycom  
EagleEye Director or Polycom EagleEye III using the remote control:  
1
Select either a near-end or far-end 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 end that has a current speaker.  
If you are using an EagleEye Director and camera tracking is on, you must turn  
camera tracking off before adjusting the camera.  
2
3
Press the navigation buttons on the remote control to move the camera  
up, down, left, or right.  
On the remote control, press  
to zoom out or  
to zoom in.  
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To adjust a Polycom EagleEye View camera:  
1
Manually swivel the camera right, left, up, or down to frame the view.  
2
Turn the focus wheel to adjust the focus.  
3
4
To select the camera, select  
for near-end control or Their Cameras for far-end control.  
> Cameras. Then select Your Cameras  
Press  
to zoom out or  
to zoom in.  
If you zoom in, you can pan or tilt the camera electronically by pressing  
the navigation buttons.  
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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 end 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. This tracking action, also called automatic camera  
positioning, can be manually started or stopped.  
In a call, you can start and stop camera tracking.  
To start camera tracking:  
>> Using your remote control, go to  
> Cameras > Start Camera Tracking  
and press the Select button.  
To stop camera tracking:  
>> Using your remote control, go to  
> Cameras > Stop Camera Tracking  
and press the Select button.  
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 RealPresence  
Group system. It resumes when you unmute the RealPresence Group  
system.  
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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 for all  
preset camera positions. This default camera position is zoomed out, panned  
straight ahead with horizontal tilt.  
Presets allow you to:  
Quickly point a camera at pre-defined locations in a room.  
Select a video source such as a document camera or an auxiliary camera.  
If your system’s camera supports pan, tilt, and zoom movement, you can  
create up to 10 preset camera positions for the near-end camera. Each preset  
stores the following information:  
Camera number  
Camera zoom level  
Direction the camera points  
These presets remain in effect until you change them.  
If far-end camera control is allowed, you can create 10 presets for the far-end  
camera. These presets are saved only for the duration of the call. You may also  
be able to use presets that were created at the far end to control the far-end  
camera.  
Points to note about camera control and layouts:  
When in a call, selecting near camera control pans and zooms the local  
camera without changing the layout.  
When out of a call, selecting camera control changes the self-view from  
Picture-In-Picture (PIP) to full screen.  
Incoming calls override the full-screen self-view layout.  
To view stored presets:  
>> Select  
> Cameras > Presets. Icons for presets 1-10 are shown on the  
screen.  
To move the camera to a stored preset:  
1
Select  
> Cameras > Presets.  
2
Press a number on the remote control or navigate to the snapshot and  
select it.  
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To store a preset:  
1
Select  
> Cameras > Presets.  
2
Adjust the camera angle or zoom the camera in or out to the desired  
position.  
3
Press and hold a number to store the preset position.  
A snapshot is taken and replaces any existing preset stored at the number  
you entered.  
You cannot delete a preset. Instead, overwrite an existing preset with a new  
camera position.  
Switching Between Full-Screen Video and the Home Screen  
When your 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  
on the remote control.  
To see the full screen:  
>> Press  
on the remote control.  
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:  
>> On the remote control, press and hold  
or  
to increase or decrease  
the near-end volume.  
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Muting the Microphone  
You can mute the microphone if you do not want the far end to hear  
conversations at your site.  
To mute or unmute the microphone:  
>> Press  
on the remote control.  
If a Polycom tabletop microphone array is connected to your system, you can  
also mute the call by touching on the microphone.  
The indicators on the microphone are red when your audio is muted. This  
near-end icon also appears on the monitor display.  
Points to note about muting the microphone:  
Muting the microphone does not mute audio coming from any device  
connected to the content audio inputs.  
The microphone may automatically mute when the system is asleep.  
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 may mute when the system automatically answers an  
incoming call.  
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 may detract from the stereo  
audio experience.  
Stereo audio is only available in video calls of 256 kbps or higher.  
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Showing Content  
To show people and content at the same time, the RealPresence Group systems  
must be configured for content. You can show the following to the far-end  
systems:  
Any information stored on a computer connected directly to a Polycom  
RealPresence Group system  
A paper document or object placed on a document camera  
A VCR or DVD player connected directly to a Polycom RealPresence  
Group system  
The Polycom People+Content™ IP application installed on a computer,  
with any Polycom RealPresence Group system  
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.  
When you are showing content, a message appears on your main monitor.  
Whether you also see the content on your monitor or projector depends on  
how your system was configured.  
You can show content on a RealPresence Group 300 system by using the  
People+Content IP application only.  
Showing Content with People+Content IP  
The People+Content IP application allows you to send content from a  
computer that is not connected directly to the RealPresence Group 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  
2
Download and install the People+Content IP software.  
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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.  
To start showing content:  
1
On your computer, start the Polycom People+Content IP application.  
2
Enter the IP address or host name of the RealPresence Group system and  
the meeting password, if one is set.  
To view the IP address of the RealPresence Group system, touch  
>
Information > System Detail.  
3
4
On the computer, click Connect.  
In People+Content IP, open the content you want to show, and click  
.
If you are using multiple windows on your computer, move the People+Content IP  
icon to the window you want to share.  
To stop showing content:  
1
If the People+Content IP toolbar is minimized, maximize it by clicking  
the icon in the task bar.  
2
3
Click  
in People+Content IP.  
Click Disconnect.  
Showing Content from a Computer Connected Directly to  
RealPresence Group Systems  
Before you show content, check that the computer video output is configured  
to use one of these supported resolutions and refresh rates. For best video  
quality, use refresh rates of 60 Hz or less.  
Resolution  
800 x 600  
1024 x 768  
1280 x 720  
Refresh rates (Hz)  
56, 60, 72, 75, 85  
60, 70, 75, 85  
50, 60  
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Resolution  
1280 x 768  
1280 x 1024  
1600 x 1200  
1680 x 1050  
1920 x 1080  
1920 x 1200  
Refresh rates (Hz)  
60  
60, 75, 85  
60  
60  
60  
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.  
To set up your RealPresence Group system to show content:  
>> Make sure the computer is powered on and connected to the RealPresence  
Group system. You can connect a computer to the HDMI or VGA video  
input.  
RealPresence Group 500 System  
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RealPresence Group 700 System  
To start showing content from a source connected to a RealPresence Group  
System:  
>> Using your remote control, select  
and then select your content source  
from the list.  
While in a call, you can select  
off the last used content source.  
> Select on your remote to turn on and  
Points to note about showing content:  
Audio from the content input is muted unless the content input is selected as  
a video source.  
If both digital and analog inputs are connected, only the digital content is  
sent. To send analog content, disconnect both digital and analog inputs, wait  
15 seconds, then connect only the analog input.  
To stop showing content:  
>> Using your remote control, select  
> Hide and the name of your  
content source, such as Hide Laptop.  
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Working with Directory and Contact Entries  
The directory on your RealPresence Group 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 may 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.  
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 Managing Contacts  
Server 2010 on page 28.  
Sites that you have added are stored on your RealPresence Group system as  
Contacts. Everyone at your site who uses the system can use the contact entries  
to place calls. Users at other sites cannot access the contacts on your system.  
Polycom RealPresence Group systems support up to 2,000 contacts. They can  
also support the following:  
An unlimited number of contacts when the RealPresence Group system is  
registered with Microsoft Office Communications Server 2007 or  
Microsoft Lync Server 2010  
Up to 200 additional contacts with presence when registered with a  
Polycom Converged Management Application™ (CMA®) system  
Searching for Directory Contacts  
1
With your remote control, select  
> Place a Call > Contacts.  
All displays all directory entries. You can scroll through the list of contacts  
on the system screen with your remote control.  
2
3
To narrow your search results, select Search to search for an entry in the  
directory.  
To enter a name in the search field:  
Enter the name using the onscreen keyboard.  
Use the text-entry method commonly used with cell phones to select  
letters directly on your remote control.  
To search, click  
on the onscreen keyboard.  
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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  
RealPresence Group 500 or 700 system must have an option key installed. You  
can host multipoint calls using a video conferencing system with multipoint  
capabilities, or you can use a bridge such as the Polycom RMX 1000 or  
Polycom RMX 2000.  
You cannot host multipoint calls with a RealPresence Group 300 system.  
Placing a Multipoint Call  
How you place a multipoint call depends on whether you’re using a  
RealPresence Group system with multipoint capabilities or a bridge such as a  
Polycom RMX conference platform. The number of sites allowed in the call is  
determined by the capabilities of the system hosting the call.  
To place a multipoint call by adding sites to a call:  
1
Call the first site.  
2
After the call connects, press  
dialing keypad.  
on the remote control to open the  
3
4
Place a call to the next site. For more information, refer to Placing a Call  
on page 6.  
Repeat the above steps until all sites are connected.  
After you have placed the first call, the Add a Call menu is displayed instead of  
the Place a Call menu.  
To place a multipoint call using Recent Calls:  
1
Using your remote control, select  
> Place a Call or Add a Call and  
select Recent Calls.  
2
Highlight an entry in the Recent Calls list.  
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3
To place the call, press  
or the Select button.  
Depending on how your system is configured, it attempts to call the site  
using a pre-defined list of call types. Contact your system administrator  
for more information.  
To place a multipoint call using Contacts:  
1
Using your remote control, select  
> Place a Call or Add a Call and  
select Contacts.  
2
3
Highlight an entry in the Contacts list.  
To place the call, press  
or navigate to Call.  
Depending on how your system is configured, it attempts to call the site  
using a pre-defined list of call types. Contact your system administrator  
for more information.  
Hanging Up a Multipoint Call  
To hang up an individual call in a multipoint call:  
>> Using your remote control, navigate to the call that you want to hang up  
and press  
.
To hang up all calls in a multipoint conference call:  
>> Using your remote control, navigate to Hang Up All.  
Passwords for Multipoint Calls  
You may be required to enter a meeting password to join a multipoint call.  
And you can require that far-end systems enter a meeting password to prevent  
unauthorized participants from joining multipoint calls hosted by your  
RealPresence Group system.  
Points to note about passwords and multipoint calls:  
If you need to generate touch tones (DTMF tones) when you are in a call,  
press the # key on your remote control and a message displays “Touch tones  
are enabled.” Then use the number keys to enter numbers.  
SIP calls do not support meeting passwords. SIP endpoints calling into a  
multipoint call protected by a password may not be able to join the call.  
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To enter a meeting password:  
If a prompt appears on the screen, use the remote control or onscreen  
keypad to enter the password.  
If you hear an audio prompt, use the remote control to generate DTMF  
tones.  
To configure a meeting password:  
1
From the Home screen, select  
> Meetings.  
2
Enter the password in the Meeting Password field in one of these ways:  
Press the remote control number buttons, using the text-entry method  
commonly used with cell phones.  
Use the onscreen keypad to enter the password.  
3
Press  
to save your change and return to the Home screen.  
Multipoint Viewing Layouts  
What you see during a multipoint call can vary depending on how the  
RealPresence Group system is configured, the number of sites participating,  
the number of monitors you are using, and whether content is shared. The  
multipoint viewing layout configured on the host system is the one used in the  
call. To find out more about these layouts, please talk to the administrator of  
your RealPresence Group system.  
If you are not in an RMX call, your only layout option is Browse.  
To change layouts during a multipoint call:  
1
With your remote control, select  
Select one of the following:  
> Layout.  
2
— Browse tab: This option takes you back to the main video so that you  
can cycle through the available layouts. The available layouts depend  
upon certain factors, such as how many participants are in the call or  
the content status.  
— Self View tab: This option allows you to determine where your PIP is  
displayed.  
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3
Select a layout to use for the current call.  
The layout is displayed, allowing you to keep the layout or change to  
another layout.  
Changing the Way Calls Are Answered  
Temporarily Refusing Calls  
If your system administrator has allowed you access, you can automatically  
refuse incoming calls if you do not wish to be disturbed. Callers get a message  
that the call was rejected, and you receive no notification about incoming calls.  
You can, however, make outgoing calls.  
To temporarily refuse incoming calls:  
1
Navigate to  
> Meetings.  
2
Do one of the following:  
Select No to Auto Answer Point-to-Point Video.  
Clear Auto Answer Multipoint Video.  
Answering Video Calls Automatically  
If your system administrator has allowed access to user settings, you can  
specify whether to answer video calls automatically or to have the system  
announce incoming video calls and wait for you to answer manually.  
Caution. Automatically answering calls is convenient, but it can create security  
issues. An unexpected caller could interrupt a meeting in progress or look at  
equipment and notes left in an empty room.  
To automatically answer video calls:  
1
Navigate to  
> Meetings.  
2
Select one or both of the following:  
— Yes for Auto Answer Point-to-Point Video  
Auto Answer Multipoint Video  
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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, press  
unmute the microphones.  
on the remote control when you’re ready to  
If you enable automatic muting during a call, the audio for the current meeting is  
not affected.  
To mute automatically answered video calls:  
1
Navigate to  
> Meetings.  
2
Select Mute Auto Answer Calls.  
When a call is muted, this icon  
is displayed on your monitor. When a  
call is not muted,  
displays on the monitor screen.  
Using a Polycom SoundStation® IP 7000 Conference  
Phone with a Polycom RealPresence Group System  
When you connect a Polycom SoundStation® IP 7000 conference phone to a  
Polycom RealPresence Group system, the conference phone becomes another  
interface to dial audio or video calls. The conference phone operates as a  
microphone and as a speaker in audio-only calls.  
For more information, refer to the SoundStation IP 7000 documentation  
available on the Polycom web site.  
To answer a call using a connected SoundStation IP 7000 conference phone:  
>> Press the Answer soft key on the conference phone.  
To place a point-to-point call using a connected SoundStation IP 7000  
conference phone:  
1
Press  
key.  
on the conference phone and press the Video or Phone soft  
2
On the conference phone keypad, enter one of these:  
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The IP address (for example, 10*11*12*13) of the site you want to call  
The phone number (for example, 19784444321) of the site you want to  
call  
To enter letters, press the ABC soft key. To enter an asterisk, press the  
Video button and then press  
on the SoundStation IP 7000  
keypad two times.  
To enter a dot or @ symbol, press the ABC soft key then  
multiple times.  
You can also place calls using the conference phone’s directory or the redial  
key.  
The indicators on the conference phone are green when the system is in a call  
and audio is not muted.  
To place a multipoint call using a connected SoundStation IP 7000  
conference phone:  
1
Call the first site.  
2
When the call connects, press the Add Video or Add Phone soft key on  
the conference phone.  
3
4
Place a call to the next site.  
Repeat steps 2 and 3 until all sites are connected.  
To control volume in a call using a connected SoundStation IP 7000  
conference phone:  
>> Press  
and  
on the conference phone to adjust the volume of  
audio from the far end.  
You can also adjust the volume using the volume buttons on the RealPresence  
Group system remote control.  
To mute audio in a call using a connected SoundStation IP 7000 conference  
phone:  
>> Press  
on the conference phone.  
You can also mute the audio using the mute button on the RealPresence Group  
system remote control or on a connected RealPresence Group system  
microphone.  
The indicators on the conference phone are red when your audio is muted. The  
near-end  
icon also appears on the monitor display.  
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To end a call using a connected SoundStation IP 7000 conference phone:  
Press  
on the conference phone to hang up the call.  
Press the More soft key then the Manage soft key to hang up one  
connection in a multipoint call.  
You can show content on a RealPresence Group 300 system by using the  
People+Content IP application only.  
To start or stop showing content using a connected SoundStation IP 7000  
conference phone:  
>> Press the Content soft key on the conference phone. Content plays from  
the following input if that input is configured for Content:  
RealPresence Group 500 system: You can connect a camera to video  
input 2.  
RealPresence Group 700 system: You can connect a camera to video  
input 3.  
Contact your system administrator for more information.  
Using Microsoft Outlook Calendaring  
If your system is configured to connect to the Microsoft Exchange Server, you  
see a list of the day’s meetings on the Home screen. If your system is not  
configured to connect to the Microsoft Exchange Server, you see no meetings  
on the Home screen.  
To view more information about a meeting on the calendar, highlight the  
meeting. Depending on how your system is configured, private meeting  
details may not be visible. You may also see reminders displayed on the  
system a short time before each meeting.  
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Viewing Scheduled Meetings  
If your RealPresence Group system is configured to connect to the Microsoft  
Exchange Server, you can view scheduled meetings on the Home screen. If no  
meetings appear on the Home screen, the system may not be connected to the  
Microsoft Exchange Server or no meetings are scheduled.  
Joining a Scheduled Meeting  
You can join a scheduled meeting from the Calendar screen if you meet these  
criteria:  
Your RealPresence Group system is configured to connect to the Microsoft  
Exchange Server.  
The Online Meeting for Microsoft Outlook 2010 plug-in is installed in your  
Microsoft Outlook application.  
If the Calendar screen is blank, these criteria are not met, or no meetings are  
scheduled in Microsoft Outlook.  
To join a scheduled meeting from the Calendar screen:  
1
Go to the Home screen and select the Calendar tab.  
Select the meeting you want to join.  
2
3
Select Join to call into the meeting.  
Managing Contacts Using Microsoft Office  
Communications Server 2007 R2 or Microsoft Lync  
Server 2010  
Depending on how your system is configured, you may be able to search a  
Microsoft Office Communications Server 2007 R2 or Microsoft Lync Server  
2010 directory, view a list of Microsoft OCS or Microsoft Lync contacts, see if  
the contacts are online, and call them without knowing or remembering their  
addresses.  
Microsoft Office Communications Server 2007 R2 and Microsoft Lync Server  
2010 directory searches return only those entries with last names that start with  
your search string. First names beginning with the search string are not returned  
in the results.  
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Office Communicator and Microsoft Lync contacts appear on the RealPresence  
Group system and on the Contacts screen. To add or delete Office  
Communicator or Microsoft Lync contacts on the Polycom RealPresence  
Group system, use the Office Communicator or Microsoft Lync application.  
To manage contacts using Office Communicator or Microsoft Lync:  
1
Log in to Office Communicator or Microsoft Lync with the same account  
information specified in the SIP settings of your Polycom RealPresence  
Group system.  
2
From Office Communicator or Microsoft Lync, you can add and remove  
contacts.  
Changes made to contacts using Office Communicator or Microsoft Lync  
appear on the RealPresence Group system Contacts list.  
Polycom RealPresence Group systems do not support Office Communicator or  
Microsoft Lync distribution list groups, which are created on the Microsoft  
Exchange Server and are typically used for sending email to a group of people.  
Viewing Microsoft Office Communications Server or  
Microsoft Lync Server 2010 Presence States  
If your system is automatically provisioned and registered to a global  
directory server, your directory may include default LDAP group members  
and up to 200 global contacts stored by the presence service.  
Polycom RealPresence Group systems and Office Communicator or Microsoft  
Lync users in an integrated environment use the following presence icons to  
indicate presence states:  
Icon  
Presence  
Description  
Available  
The user is available either in or out of a call  
Do Not Disturb  
The user is set to Do Not Disturb or Busy  
Unknown Presence The user’s presence state is unknown or  
offline  
Idle  
The user is inactive or away  
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Multipoint Calls Using Centralized Conferencing Control  
Protocol (CCCP)  
If a Polycom RealPresence Group 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.  
For more information about CCCP multipoint calling, refer to the Polycom  
Unified Communications Deployment Guide for Microsoft Environments or contact  
your system administrator.  
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 RealPresence Group 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 RealPresence Group system monitor.  
Using Avaya Network Features with Video Calls  
Depending on how your system is configured, you may be able to use Avaya®  
telephony network features such as call forwarding, transferring calls, and  
adding additional sites in an audio-only conference.  
To activate call forwarding:  
1
Make sure that the Polycom system is not in a call.  
2
From the Place a Call screen on the Polycom system, dial the Feature  
Access Code provided by the Avaya Communication Manager  
administrator, followed by the E.164 extension of the system to which  
you want to forward the calls. For example, dial *22016 if *2 is the Feature  
Access Code and 2016 is the system E.164.  
3
Wait for confirmation beeps.  
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To deactivate call forwarding:  
1
From the Polycom system Place a Call screen, dial the Feature Access  
Code provided by the Avaya Communication Manager administrator.  
For example, #2 if #2 is the Feature Access Code for disabling call  
forwarding.  
2
Wait for confirmation beeps.  
To transfer a call:  
1
While in a call, press the # key on your Polycom system remote control to  
access the tone pad.  
2
3
Press the Select button to activate flash hook. The first far-end system is  
placed on hold.  
Wait for a dial tone, and then dial the extension of the far-end system to  
which you want to transfer the call. The call connects both audio and  
video between the local system and the second far-end system. The first  
far-end system is still on hold.  
4
Hang up the near-end system. The two far-end systems are now  
connected in a call with audio and video, if the capabilities are present.  
To add a system to a call:  
1
While in a call, press the # key on the Polycom system remote control to  
access the tone pad.  
2
3
4
Press the Select button to activate flash hook. The far-end system is put  
on hold.  
Wait for a dial tone, and then dial the extension of the system that you  
want to add to the call.  
Press the Select button again. The call becomes an audio-only conference  
with all of the systems. If the system that dialed the flash hook hangs up,  
the other systems remain connected in a call with audio and video, if the  
capabilities are present.  
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Customizing Your Workspace  
You can customize what you see on the screen, depending on how your  
system is configured.  
Allowing the Far-End System to Control Your Camera  
If your system administrator has allowed access to user settings, you can allow  
the far-end system to control your camera. Far-end participants can also set  
and use presets for your camera, if their systems support presets.  
To allow the far end to control your camera:  
1
From the Home screen, select  
> Camera.  
2
Select Far Control of Near Camera.  
Changing this setting takes effect immediately, even if a call is in progress.  
Adjusting for Room Lighting  
If your system administrator has allowed access to user settings, you can use  
the backlight control to adjust the brightness of the video that the main camera  
sends to the RealPresence Group system. Adjusting this setting can be helpful  
when the room arrangement results in strong light coming from behind the  
people in the picture.  
Because backlight controls adjust the main camera, these controls do not make  
content from a computer or a document camera appear brighter.  
To turn backlight compensation on:  
1
From the Home screen, select  
> Camera.  
2
Select Backlight Compensation.  
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Allowing Video Display on the Web  
If your system administrator has allowed access to user settings, you can  
choose whether to allow viewing of the room where the system is located or  
video of calls in which the system participates. You can use the Polycom web  
interface’s Web Director to view the room or video.  
Caution. The default setting is to not allow video display. Be sure to verify  
whether your system administrator wants the setting to be changed.  
To allow the display of video on the web:  
1
Navigate to  
> Meetings.  
2
Select Allow Video Display on Web.  
Troubleshooting  
Placing a Test Call  
To troubleshoot any issues making video calls, call a Polycom video site to test  
your setup. You can find a list of worldwide numbers that you can use to test  
your Polycom RealPresence Group system at www.polycom.com/videotest.  
Try these best practice methods:  
Make sure the number you dialed is correct, then try the call again. For  
example, you may need to dial 9 for an outside line or include a long  
distance access code or country code.  
To find out if the problem exists in your system, ask the person you were  
trying to reach to call you instead.  
Find out if the system you are calling is powered on and is functioning  
properly.  
If you can make calls but not receive them, make sure that your system is  
configured with the correct number.  
Accessing System Information, Status, and Diagnostics Screens  
The Polycom RealPresence Group systems provide various screens that allow  
you to review information about calls made by the system and to review  
network usage and performance.  
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Available  
System menus vary based on how your administrator configured  
the system. Therefore, this section may cover options that you cannot access on  
your system. To find out more about these options, please talk to your  
administrator.  
System Information  
To access information about your system:  
>> Select  
> Information.  
The System Detail screen includes the following system details: system  
name, model number, hardware and software version, serial number and  
MAC address.  
The Network screen includes information about your network  
connection, including: IP address, public address, host name, H.323 name,  
H.323 extension, and SIP address.  
The Usage screen includes information about video call usage, including  
time in last call, total time in calls, and total number of calls.  
Status  
This screen includes the following system status details: active alerts, call  
control, audio, LAN, and servers.  
To access information about your system status:  
>> Select  
> Status.  
Out of a Call Status Information  
Status Screen  
Description  
Active Alerts  
Displays the status of any device or service on the  
Status pages that currently show a yellow or red status  
indicator. Alerts are listed in the order they occurred.  
Call Control  
Displays the system settings Auto-Answer Point-to-Point  
and Meeting Password  
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Status Screen  
Description  
Audio  
Displays the status of microphones, SoundStation IP,  
SoundStructure, and EagleEye Director  
LAN  
Displays whether the IP Network is connected or not  
connected  
Servers  
Always shows: Gatekeeper, SIP Registrar Server; shows  
the active Global Directory Server, LDAP Server, or  
Microsoft Lync Server 2010; if enabled, shows  
Provisioning Service, Calendaring Service, Presence  
Service  
In a Call Status Information  
Status Screen  
Description  
Call Statistics  
Displays information about the call in progress. In  
multipoint calls, the Call Statistics screens show most of  
this information for all systems in the call.  
Call speed (send and receive)  
Call type  
Video protocol, annexes, and format in use (send and  
receive).  
Audio protocol in use (send and receive).  
Active network resilience methods; this field is visible  
only if the system is currently using error  
concealment  
Number of packets lost and percentage packet loss  
(transmit and receive) in IP calls  
Encryption type, key exchange algorithm type, and  
key exchange check code (if the encryption option is  
enabled and the call is encrypted)  
Audio and video data rates specified (transmit and  
receive)  
Video data rate and frame rate in use (transmit and  
receive)  
Video packet loss and jitter in IP calls  
Audio packet loss and jitter in IP calls  
Content details (protocol, format, date rate, frame  
rate, packets lost)  
Video forward error correction (FEC) errors  
Far end details  
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Points to note about system status information:  
If the Polycom RealPresence Group system detects an EagleEye Director, a  
status line for the device is displayed.  
When a change occurs in the system status or a potential problem exists, you  
see an alert next to the System button on the menu.  
System Diagnostics  
To access information about your system diagnostics:  
>> Select  
> Diagnostics.  
This screen includes the following system diagnostic details:  
Diagnostic Screen  
Description  
Color Bars  
Tests the color settings of your monitor for optimum  
picture quality.  
If the color bars generated during the test are not clear,  
or the colors do not look correct, the monitor needs to  
be adjusted.  
Speaker Test  
Tests the audio cable connections. A 473 Hz audio tone  
indicates that the local audio connections are correct.  
If you run the test from the system during a call, the far  
end will also hear the tone.  
If you run the test from the RealPresence Group system  
web interface during a call, the people at the site you  
are testing will hear the tone, but you will not.  
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Diagnostic Screen  
Description  
Audio Meter  
Measures the strength of audio signals from the  
microphone or microphones, far-end audio, VCR audio,  
and any device connected to the audio line in.  
To check the microphone or microphones, speak into  
the microphone.  
To check far-end audio, ask a participant at the far  
end to speak or call a phone in the far-end room to  
hear it ring.  
To check a VCR or DVD, connect it to the VCR inputs  
and play the VCR or DVD to test the audio.  
The Audio Meters indicate peak signal levels. Set signal  
levels so that you see peaks between +3dB and +7dB  
with normal speech and program material. Occasional  
peaks of +12dB to +16dB with loud transient noises are  
considered acceptable. A meter reading of +20dB  
corresponds to 0dBFS in the Polycom RealPresence  
Group system audio. A signal at this level is likely  
clipping the audio system.  
Meters function only when the associated input is  
enabled.  
Note: Some audio meters are unavailable when a  
SoundStructure digital mixer is connected to the  
Polycom RealPresence Group system.  
Reset System  
Note: Do not use this setting unless your administrator  
tells you to do so.  
When you choose Reset System using the remote  
control, the system’s user interface allows you to do the  
following:  
Keep your system settings (such as system name and  
network configuration) or restore factory settings.  
Keep or delete the directory stored on the system.  
System reset does not affect the global directory.  
Keep or delete certificates stored on the system.  
Near End Loop  
Tests the internal audio encoders and decoders, the  
external microphones and speakers, the internal video  
encoders and decoders, and the external cameras and  
monitors.  
Monitor 1 displays the video and plays the audio that  
would be sent to the far end in a call.  
This test is not available when you are in a call.  
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User’s Guide for the Polycom RealPresence Group Series  
Diagnostic Screen  
Description  
Camera Tracking  
Provides diagnostics specific to the EagleEye Director.  
Audio  
Verifies microphone functionality. To use this feature,  
speak aloud and verify that you can see dynamic signal  
indications for two vertical microphones and five  
horizontal microphones. If no signal indication appears  
for a specific microphone, manually power off the  
EagleEye Director and then power it back on.  
Also verifies the reference audio signal: Set up a video  
call. Let the far side speak aloud and verify that you can  
see dynamic signal indications for the two reference  
audio meters. If no signal indication appears for a  
specific microphone, make sure the reference cable is  
connected firmly.  
After you verify microphone functionality, calibrate the  
camera again.  
Video  
Left Camera shows video from the left camera.  
Right Camera shows video from the right camera.  
Color Bars displays the color bar test screen.  
Searching Documentation  
You can find Polycom product documentation at support.polycom.com. The  
documents are grouped by Polycom video system type and system names.  
Using the Knowledge Base  
For more troubleshooting information, search the Knowledge Base at  
Contacting Technical and Solution Support  
Polycom Technical Support  
If you are not able to make test calls successfully and you have verified that the  
equipment is installed and set up correctly, contact your Polycom distributor  
or Polycom Technical Support.  
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User’s Guide for the Polycom RealPresence Group Series  
To contact Polycom Technical Support, go to support.polycom.com.  
Enter the following information about your RealPresence group system, then  
ask a question or describe the problem. This information helps us to respond  
faster to your issue:  
To find your system’s 14-digit serial number, go to  
System Detail or locate the number on the back of the system.  
> Information >  
To find the software version of your system, go to  
System Detail.  
> Information >  
To find active alert messages generated by your system, go to  
>
Status.  
To find information about your network, go to  
Network.  
> Information >  
Provide any troubleshooting steps that you have already tried.  
Polycom Solution Support  
Polycom Implementation and Maintenance services provide support for  
Polycom solution components only. Additional services for supported  
third-party Unified Communications (UC) environments integrated with  
Polycom solutions are available from Polycom Global Services and its certified  
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  
contact your local Polycom representative.  
Regulatory Notices  
Regulatory notices describe safety and legal considerations for using the  
following Polycom RealPresence Group systems:  
Polycom RealPresence Group System 300 (Regulatory Model P001 Group  
300)  
Polycom RealPresence Group System 500 (Regulatory Model P001 Group  
500)  
Polycom, Inc.  
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User’s Guide for the Polycom RealPresence Group Series  
Polycom RealPresence Group System 700 (Regulatory Model P002)  
If you have an EagleEye Acoustic camera, be sure to use it only with  
UL-approved Information Technology Equipment (ITE) or similarly approved  
equipment.  
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