Poly Trio 8500 User manual

USER GUIDE 5.9.3 | April 2020 | 3725-84321-012A
Poly Trio Solution with Skype for Business
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
© 2020 Plantronics, Inc. All rights reserved. Poly, the propeller
design, and the Poly logo are trademarks of Plantronics, Inc.
All other trademarks are the property of their respective
owners.

Contents
Before You Begin................................................................................................7
Audience, Purpose, and Required Skills.............................................................................7
Related Poly and Partner Resources..................................................................................7
Getting Started................................................................................................... 9
Product Overview of Poly Trio Systems.............................................................................. 9
Poly Trio System Hardware Overview....................................................................10
Navigating Poly Trio Phones.............................................................................................13
Accessing Screens on the Poly Trio System..........................................................13
Icons and Status Indicators.................................................................................... 16
Entering Information Using the Onscreen Keyboard.........................................................17
Change the Keyboard Layout.................................................................................17
Logging In to and Locking the System.......................................................... 19
Signing In to Skype for Business on Your Phone..............................................................19
Sign In Using Your Skype for Business User Credentials...................................... 19
Sign In Using Skype for Business PIN Authentication........................................... 19
Sign In to Skype for Business Using Web Sign In..................................................20
Set the Time and Date Format............................................................................... 20
Locking Poly Trio ..............................................................................................................20
Set a Lock Code.....................................................................................................21
Lock Your Phone.................................................................................................... 21
Unlock the Phone................................................................................................... 21
Change Your Lock Code........................................................................................ 21
Audio Calls........................................................................................................22
Placing Audio Calls........................................................................................................... 22
Place an Audio Call................................................................................................ 22
Place an International Call..................................................................................... 22
Place a Call from Recent Calls...............................................................................23
Place Calls to Skype for Business Contacts.......................................................... 23
Place a Skype for Business Audio Call over USB..................................................23
Place a Call over Bluetooth.................................................................................... 24
Call a Favorite........................................................................................................ 24
Calling Contacts from the Directory........................................................................24
Place a Call from a Locked Phone......................................................................... 25
Placing Intercom Calls............................................................................................25
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Redial a Number............................................................................................................... 26
Answering Audio Calls...................................................................................................... 26
Answer an Incoming Call........................................................................................26
Answer a Call When in a Call.................................................................................26
Answer Calls Automatically.................................................................................... 27
Answer a Call on a Locked Phone......................................................................... 27
Answer an Intercom Call........................................................................................ 27
Decline an Incoming Call.................................................................................................. 27
End an Audio Call............................................................................................................. 28
Holding and Resuming Calls.............................................................................................28
Hold a Call..............................................................................................................28
Resume a Call........................................................................................................28
Transferring Calls..............................................................................................................28
Choose a Default Transfer Type.............................................................................29
Transfer a Call Using Blind Transfer.......................................................................29
Transfer a Call Using Consultative Transfer...........................................................29
Cancel a Transfer...................................................................................................29
Rejecting Calls with Do Not Disturb.................................................................................. 30
Enable Do Not Disturb............................................................................................30
Disable Do Not Disturb...........................................................................................30
Forwarding Incoming Skype for Business Calls................................................................31
Simultaneously Ring a Group of Contacts............................................................. 31
Forward Skype for Business Calls to a Contact..................................................... 31
Forward a Call to Voicemail....................................................................................31
Managing Multiple Calls.................................................................................................... 32
Manage a Call from the Calls Screen.....................................................................32
Unmute the Microphones.................................................................................................. 33
Conference Calls.............................................................................................. 34
Initiating a Skype for Business Conference Call............................................................... 34
Initiate a Skype for Business Conference.............................................................. 34
Initiate a Conference Call During a Call................................................................. 34
Initiate a Group Conference Call............................................................................ 35
Add a Contact to a Skype for Business Conference Call..................................................35
Send Active Conference Information to a Contact............................................................ 35
Viewing a List of Skype for Business Conference Participants.........................................35
Exit the Participants List......................................................................................... 36
Managing Skype for Business Conference Participants................................................... 36
Muting Conference Participants............................................................................. 37
Promote or Demote a Conference Participant....................................................... 37
Enable and Disable Conference Announcements..................................................38
Contents
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Lock and Unlock a Conference Call....................................................................... 38
Admit or Deny Participants to a Locked Conference Call...................................... 38
Video Calls on Poly Trio Systems...................................................................40
Tips for Video Calls........................................................................................................... 41
Video Call Settings............................................................................................................41
Set the Call Rate for Video Calls............................................................................41
Improve Video Clarity............................................................................................. 42
Set Video and Content Layout - Single Monitor .................................................... 42
Set Video and Content Layout - Multiple Monitors................................................. 42
Adjust the Video Display.........................................................................................43
Place a Skype for Business Video Call............................................................................. 43
Pause Your Video..............................................................................................................43
Start Video During an Audio Call...................................................................................... 44
Adjust the Camera Position During a Call.........................................................................44
Adjust Video Quality..........................................................................................................44
Adjust Camera Tracking Settings......................................................................................45
Switch Between Video and Content during Video Calls....................................................45
Handling a Mixture of Audio and Video Calls ...................................................................46
Camera Presets on Poly Trio Systems............................................................................. 46
Store Camera Presets............................................................................................46
Rename Stored Camera Presets........................................................................... 47
Recording Audio Calls.....................................................................................48
Guidelines When Recording Calls.................................................................................... 48
Record a Call.................................................................................................................... 49
Pause a Recording............................................................................................................49
Resume a Recording........................................................................................................ 49
Stop Recording................................................................................................................. 49
Browse Recorded Calls.....................................................................................................50
Play a Recorded Call........................................................................................................ 50
Pause and Resume Played Recordings........................................................................... 50
Stop Playing a Recording..................................................................................................51
Rename a Recording........................................................................................................ 51
Delete a Recording........................................................................................................... 51
Sharing Content on Poly Trio Systems.......................................................... 52
Sharing Content with RealPresence Desktop or RealPresence Mobile............................52
Sharing Content with the Polycom Content App............................................................... 53
Sharing Content with People+Content IP..........................................................................53
Contents
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Share Content using People+Content IP............................................................... 53
Stop Sharing Content with People+Content IP...................................................... 53
Share Content with People+Content IP over USB................................................. 53
Sharing Content in a Skype for Business Environment.................................................... 54
Share Content in a Skype for Business Video Call................................................ 54
Share Content in a Skype for Business Online Meeting........................................ 54
Share Content Out of a Call Using Skype for Business......................................... 54
Sharing Content from an Apple Device.............................................................................55
Sharing Content from a Windows or Android Device........................................................55
Share Content with an HDMI or VGA Connection............................................................ 56
Share Content Automatically When Idle........................................................................... 56
Share Content using the Polycom Content App ...............................................................56
Using the Calendar...........................................................................................57
Open the Calendar............................................................................................................57
View a Different Exchange Calendar ............................................................................... 57
View Meeting Details.........................................................................................................58
Meeting Reminders........................................................................................................... 58
Choose a Meeting Reminder Type.........................................................................59
Choose a Meeting Alert Tone................................................................................. 59
Disable Meeting Reminders................................................................................... 59
Joining Calendar Meetings................................................................................................59
Join a Meeting from the Calendar.......................................................................... 59
Join a Meeting from a Meeting Reminder.............................................................. 60
Join a Meeting with an Alternate Number.............................................................. 60
Call Lists and Directories................................................................................ 61
Recent Calls......................................................................................................................61
View Recent Calls.................................................................................................. 61
Edit a Recent Call Entry......................................................................................... 61
Delete a Recent Call Entry..................................................................................... 62
Delete Recent Call Entries..................................................................................... 62
Local Directory.................................................................................................................. 62
Add a Contact to the Local Directory......................................................................62
View Contact Details.............................................................................................. 63
Update a Local Directory Contact’s Information.....................................................63
Delete a Local Directory Contact............................................................................63
Local Directory Favorites.................................................................................................. 63
Add Favorites......................................................................................................... 63
Remove a Favorite................................................................................................. 64
Corporate Directory...........................................................................................................64
Contents
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