Polycom WCMICS VSX Series User manual

1
Getting Started Guide
for the VSX Series

2
Contents
System Basics ....................................................................................4
Using the Remote Control...........................................................................................................4
Calling and Answering.........................................................................6
Answering aVideo Call .............................................................................................................6
Placing aVideo Call ..................................................................................................................6
Ending aVideo Call ..................................................................................................................8
Types of Video Calls You Can Make ............................................................................................9
Placing Audio-only Calls and Adding Audio-Only Sites................................................................. 10
Ending an Audio-Only Call ....................................................................................................... 11
Controlling What You See.................................................................. 11
Selecting and Adjusting aCamera or Other Video Source........................................................... 11
Setting and Using Camera Presets ............................................................................................ 13
Switching Between Full Screen Video and the Home Screen ........................................................ 14
Showing, Moving, and Turning Off the PIP ................................................................................. 14
Controlling What You Hear ................................................................ 16
Adjusting Volume.................................................................................................................... 16
Muting the Microphone ............................................................................................................16
Enjoying Stereo Audio in Video Calls ......................................................................................... 16
Showing Content and Video Sources................................................. 17
Using aDocument Camera, or Microscope ...........................................................................................17
Using aVCR or DVD Player ..................................................................................................................18

3
Using the SoundStation VTX 1000 Conference Phone in Video Calls.. 19
Placing aVideo Call with the SoundStation VTX 1000 Conference Phone ....................................19
Adding Sites to aVideo Call Using the SoundStation VTX 1000 Conference Phone ........................ 19
Muting the Audio in aCall that Includes aSoundStation VTX Conference Phone ........................... 20
Adding Video to aSoundStation VTX 1000 Conference Phone Audio-only Call .............................. 20
Ending aCall ......................................................................................................................... 20
Ending aCall with Audio-Only Participants................................................................................ 21
Video Conferencing Tips ................................................................... 21
Tips for Great Meetings........................................................................................................... 21
Tips for Great Video................................................................................................................ 21
Tips for Great Audio ............................................................................................................... 22
Tips for Showing Content ....................................................................................................... 22
Assistance & Support .......................................................................23

4
Getting Started Guide
for the VSX Series
When you attend ameeting using the Polycom
®
VSX™ system, you’ll see that
it’s very much like any other meeting you attend in aconference room. With
aVSX system, you can meet with people anywhere in the world, without any
travel required.
The VSX systems are easy to use. It’s easy to place calls, create your own
directory of numbers, change the way calls are answered, and customize
what you see on the screen. Depending on how your system is
configured, you can make video calls using ISDN or IP connections and to
one site or multiple sites at one time.
You can also share information in calls using content sharing
software, document cameras, VCRs, DVDs or microscopes.
Before you place your first call, use this guide to get some basic “how-to”
information. This guide includes overview information that you may find
helpful when you’re just starting to learn about video conferencing or when
you have experience, but you need a quick refresher.
VSX systems can be customized to show only those options used in your organization.
Therefore, there may be options covered in this guide that you cannot access on your
system. To find out more about these options, please talk to the administrator of your
VSX system.
System Basics
Using the Remote Control
You use the remote control to place calls, adjust the volume,
navigate screens, and select options.
If you need to enter text, you can press number buttons, using the text-
entry method commonly used with cell phones. For example, to enter a“b”,
press the number 2button twice. Alternatively, you can press
Keyboard
and use the on-screen keyboard to enter text

5
VSX7400sSeriesHandset
Placeor end a call
Adjust thecamera;
navigatethroughmenus
Open the directoryto makeacall
orwork with an entry
Returnto the PlaceaCall
(home)
screen
Confirmyour current
selection;perform
functionson highlighted
items
Increase or decreasethe sound
you hear from the far sites
Mute the sound you‘re
sending to the far sites
Return to the
previousscreen
Switch between the near-
siteand far-sitecamera
views
Zoomthecameraimagein
or out
Show orhide the
Picture-in- Picture(PIP)
Turnautomaticcamera
trackingto presets onor off
Selectacamera or other
videosource
Storecamera positions
(when followed by a
number);delete all
storedcamera
positions
Enter adot in an IP addres
Displaythe onscreen keyboard so
you can enter text Deletelettersor numbers
Enter numbers ortext; move
thecameratoa stored
position
Startand stop sending contentto
far sites(VSX 7000,VSX8000) Accessthe onlinehelp; see current system status while
inacall

6
C ALLING AND A NSWERING
Calling and Answering
Answering aVideo Call
The VSX system can answer incoming calls in one of these ways:
o The system prompts you to answer the calls manually.
o The system answers incoming calls automatically.
When a call comes in, you hear a ringing sound, and you may see a message
that includes the number of the person calling. If the person is listed in the
system directory, you’ll also see the person’s name.
To answer the call manually:
o Press
Call on the remote control.
If your system is set up to automatically answer calls, the call connects
automatically.
If you see Near on your screen, your microphone is muted. To unmute your
microphone, press Mute on the remote control. For VSX set-top and component
systems, you can also press on the microphone.
Placing aVideo Call
You can use your system to place avideo call in any of these ways:
o Entering aname or number
o Choosing a site from:
ü The Recent Calls list
ü The Contacts or Speed Dial list
ü The Directory

7
G ETTING S TARTED G UIDE FOR THE VSX S ERIES
Calling by Entering aName or Number
To place a call by entering a name or number:
1. In the dialling field, enter the dialling information. Depending on the
capabilities of your system and the system you are calling, the dialling
information will look like one of these samples:
ƒ 10.11.12.13 (IP address)
ƒ 2555 (extension)
ƒ stereo.polycom.com (DNS name)
ƒ Ascot Conference Room (system name)
ƒ 19784444321 (ISDN number)
The system automatically determines the type of call to make based on
the information you enter.
2. 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:
o Call Quality – Specify the bandwidth or call type for this call. For
most calls, choose Auto to let the system determine the best quality
for the call.
o Second ISDN number – Use two numbers only when the person
you are calling instructs you to do so.
o Gateway extension – If you need to dial an extension, enter
the extension in the second entry field. If your system is not
configured with asecond entry field, you can enter the extension
when the gateway prompts you.
3. Press
Call on the remote control to place the call.
Call progress indicators appear on the screen to show that the call is in
progress. When the indicators turn green, the call is connected.
Calling from the Recent Calls List
You may be able to 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 acall from the Recent Calls screen:
1. Select Recent Calls from the Place aCall screen.
2. Scroll to the entry you want to call.
3. Press
Call to place the call.
To see more details about a call listed on the Recent Calls screen, highlight the call
and press
Help on the remote control.

8
C ALLING AND A NSWERING
Calling from the Contacts or Speed Dial List
You may be able to access calling information for specific sites using the Speed
Dial or Contacts list on the Place aCall screen.
To place acall using the Speed Dial or Contacts list:
1. Select Speed Dial or Contacts from the Place aCall screen.
2. Scroll to the entry you want to call.
3. Press
Call to place the call.
Calling from the Directory
The directory is alist of names and numbers that’s stored locally on the VSX
system.
If the system is registered with aglobal directory, the directory also includes
entries from the global directory. Global entries are marked with .For
both types of entries, the name appears with its corresponding number, IP
address, or both.
To place acall from the directory:
1. Press
Directory on the remote control.
2. Find the entry to call.
3. 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 may prompt you to choose which way to place
the call.
Ending a Video Call
To hang up from acall:
1. Press
Hang Up on the remote control.
2. Confirm that you want to end the call.
If you don’t confirm that you want to hang up, the system disconnects the
call automatically after 60 seconds.

9
G ETTING S TARTED G UIDE FOR THE VSX S ERIES
Types of Video Calls You Can Make
Depending on your system configuration, you may be able to make calls using
ISDN, IP, SIP, or V.35. The VSX 6000 allows only IP calls.
The following table lists some possible call combinations.
From « You can call « By dialing «
ISDN ISDN Phone number
IP Phone number of the far-site gateway and
the extension (E.164 address) of the far
site.
Enter the extension after the gateway
number or wait until the gateway prompts
you for the extension.
LAN Same LAN Alias, E.164 address, or IP address
Different LAN Access code of the near-site gateway, the
selected speed code, the ISDN number for
the far-site gateway, and the extension
(E.164 address) of the far site.
Enter the extension after the gateway
number or wait until the gateway prompts
you for the extension.
ISDN Access code of the near-site gateway, the
selected speed code, and the ISDN number
of the far site.
When you call an IP system through a gateway that requires an extension (E.164
address), enter the extension in the dialing field whenever possible. Check with your
network administrator for the extension delimiter you will need to enter into the dialing
field. For example, some networks use ## to separate the extension from the IP
address.
When you include the extension, you will be given the option of saving both the number and
the extension in the directory when the call ends. If you enter the extension after the
gateway connects, then you can save only the gateway number when the call ends.

10
C ALLING AND A NSWERING
Placing Audio-only Calls and Adding Audio-Only Sites
You may be able to use your VSX system to place an audio-only call, or you
can add an audio-only call to avideo conference. This lets you:
o Use your system in the same way as a telephone.
o Add audio-only participants to your video calls.
o Add video calls to your audio-only calls.
Other audio options are available if your conference room has aVSX video conferencing
system integrated with aSoundStation VTX 1000™ conference phone.
For more information about using the SoundStation VTX 1000 conference phone, see
Using the SoundStation VTX 1000 Conference Phone in Video Calls on page 28.
Placing an Audio-Only Call
You can place an audio-only call from VSX systems that have Analogue Phone or
Voice Over ISDN enabled.
To place an audio-only call from your system:
1. On the Place aCall screen, enter the number you want to call.
o To place acall within your PBX system, enter the last four digits of
the number.
o To delete adigit, press
Delete on the remote control.
2. Press
Call to place the call.
Adding an Audio-Only Call to a Video Call
To add an audio-only call after your video call connects:
1. Press
Call on the remote control.
2. Select Add Call from the Hang Up screen.
3. Use the number buttons on the remote control to enter the telephone
number of the audio participant that you want to add to your video
conference.
4. Press
Call on the remote control.
5. After the audio call connects, press Near or Far to return to
the video conference.

11
G ETTING S TARTED G UIDE FOR THE VSX S ERIES
Adding aVideo Call to an Audio-Only Call
If you are already in an audio-only call, you can add avideo call to your call.
To add avideo call after your audio-only call connects:
1. On the Place aCall screen, enter the number you want to call.
2. Press
Call to place the call.
Ending an Audio-Only Call
To hang up from an audio-only call:
1. Press
Hang Up on the remote control.
2. Select the audio-only site from the Hang Up screen to hang up the call.
If the person on the telephone hangs up first, you need to disconnect the call from the
VSX system, just as you would hang up atelephone receiver in aregular phone call.
Controlling What You See
Adjusting your cameras lets you show conference participants what you want
them to see. You can adjust cameras and other video sources before the
meeting starts and while the meeting is in progress.
Selecting and Adjusting a Camera or Other Video Source
You can use the remote control to select the main camera or any other
near-site or far-site video sources, such as document cameras, laptops, VCRs
or DVD players.
You can also use the remote control to adjust the main camera on VSX set-top
and component systems. If you have a VSX 3000 system, you must pan, tilt,
and focus the main camera manually. You can also adjust any auxiliary
camera or far-site camera that supports pan, tilt, and zoom movement.
You can adjust the far-site camera only if the camera supports electronic pan, tilt, and
zoom, and the far site system is configured to allow you to control its camera.
C ONTROLLING W HAT Y OU S EE

12
To select anear-site or far-site camera or other video source:
1. If you are in acall, press Near or Far to select either a near-
site or far-site camera or other video source. The icon on the screen
indicates which you can select:
If you see this, you can
control anear-site camera
or video source
If you see this, you can
control a far-site camera or
video source
2. Press
Camera on the remote control. Then press the number for the
camera or other video source you want to select at the near or far site.
For example, press 1 to select the main camera.
The image from the camera or video source you selected appears on the
screen.
To adjust acamera using the remote control:
1. Press
Near or Far to select either anear-site or far-site
camera.
2. Press the arrow buttons on the remote control to move the camera up,
down, to the left, or to the right.
3. Press Zoom to zoom out or in.

13
G ETTING S TARTED G UIDE FOR THE VSX S ERIES
Setting and Using Camera Presets
Camera presets are stored camera positions that you can create ahead of time or
during a call.
Presets allow you to:
o Automatically point acamera at pre-defined locations in aroom.
o Select avideo source such as aVCR or DVD player, adocument camera, or
an auxiliary camera.
If your system’s main camera supports electronic pan, tilt, and zoom movement, you
can create up to 100 preset camera positions for the near site. Each preset stores
the camera number, its zoom level, and the direction it points (if appropriate). Near-
site presets are available for VSX set-top and component systems. They remain in
effect until you delete or change them.
Depending on configuration capabilities, you may be able to control the camera at
the far site. If far-site camera control is allowed, you can create up to 17 presets
for the far-site 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 site to control
the far-site camera.
To move the camera to a preset:
1. If acall is connected, press
Near or Far to choose a near-site or
far-site camera or other video source.
2. Press anumber on the remote control.
The camera moves to the preset position for the camera or other video
source.
To view your near-site presets (VSX set-top and component systems):
o Press
Preset on the remote control.
Icons for presets 0-9 are shown on the screen. The colored icons indicate
stored camera positions, and the gray icons indicate available presets.
To store apreset:
1. If you are in acall, press
Near or Far to choose a near-site or
far-site camera or other video source.
2. If you selected acamera that supports electronic pan, tilt, and zoom,
you can adjust the camera’s position:
o Press the arrow buttons on the remote control to move the camera up,
down, to the left, or to the right.
o Press Zoom to zoom the camera out or in.
3. Press Preset on the remote control.

14
4. Press and hold anumber to store the preset position. To store a
double-digit preset, hold the second number down. Any existing preset
stored at the number you enter is replaced.
The system uses preset 0as the default camera position.
To delete all presets:
1. If acall is connected, press
Near to choose anear-site video
source.
2. Press
Preset on the remote control.
3. Press
Delete to delete all presets.
You cannot delete just one preset. Instead, override an existing preset with the new
camera position.
Switching Between Full Screen Video and the Home Screen
Before the call connects, you see the near video in asmall window on the Place a
Call (home) screen. When the call connects, the system automatically shows the
video in the whole screen. You can switch back to the Place aCall screen during
acall, for example, if you need to adjust auser setting, and your system is
configured to allow you to do so.
To see the video in the full screen:
o Press
Near on the remote control.
To see the Place aCall screen:
o Press
Home on the remote control.
Showing, Moving, and Turning Off the PIP
During acall on asingle-monitor system, the Picture-in-Picture (PIP) displays
what your main camera is sending to the far site. (This lets you adjust the
camera if you need to.) If the far site shows any type of content, the content
appears in the main part of the screen, and the PIP changes to show the people
at the far site.
During acall on a dual-monitor system, what you see on each monitor and in
the PIP depends on how the VSX system has been configured.
To show, move, or turn off the PIP during acall:
o Press
PIP on the remote control to display the PIP on screen.
o While the PIP has ayellow border, press
PIP repeatedly to move it
to different corners of the screen.
o After abrief pause, the PIP border turns blue. Then, press
PIP
to turn the PIP off.

15
To swap the views shown in the PIP and the main screen:
1. If the PIP is not showing, press PIP on the remote control to
display the PIP on screen.
2. Press Camera and select the
Swap PIP icon.
During calls using asingle monitor and the Dual Monitor Emulation feature
(split-screen viewing), without content, you can use the PIP button to
scroll through the following screen layouts:
1. Near and far sites, same size, side by side
2. Far site big, near site small
3. Near site big, far site small
4. Near site, full screen
5. Far site, full screen

16
Controlling What You Hear
Adjusting Volume
Use the remote control to raise or lower the volume of the sound you hear.
Changing the volume affects only the sound you hear at your site.
To adjust the volume:
Press Volume .
Muting the Microphone
You can mute the microphone if you do not want the far site to hear you. For
example, you might mute the microphone if you want to speak to someone
privately.
To mute or un-mute the microphone:
Press
Mute on the remote control.
For VSX set-top and component systems that use aPolycom microphone, you
can also mute the call by pressing on the microphone.
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 used in video calls of 256 Kbps orhigher.

17
Showing Content and Video Sources
You may be able to show the following to the far sites:
o Any information stored on alaptop or PC
o Apaper document or object placed on adocument camera
o Avideotape or DVD
You can share one type of content or one video source at atime, and you can
switch to a different type of content or video source if you need to. Participants
at other sites can also share content or video sources.
Using a Document Camera or Microscope Camera
All VSX systems enable you to show different types of information to other
sites in acall, such as through adocument camera or microscope camera.
Before the call begins:
1. Make sure the document camera is powered on.
2. Position your document or object in the document camera or microscope.
To start showing adocument or an object in acall:
1. Press
Camera on the remote control.
2. Select avideo source.
3. Press on the remote control.
To stop showing adocument or an object in acall:
1. Press
Camera on the remote control.
2. Select the main camera.
3. Press on the remote control

18
Using a VCR or DVD Player
All VSX systems enable you to show different types of information to other
sites in acall, such as through VCR, or DVD player.
Before the call begins:
1. Make sure the VCR or DVD player is connected and powered on.
2. Insert the videotape or DVD.
To start showing avideotape or DVD in acall:
1. Press
Camera on the remote control.
2. Select avideo source.
3. Press on the remote control.
To stop showing avideotape or DVD in acall:
1. Press Camera on the remote control.
2. Select the main camera.
3. Press on the remote control

19
Using the SoundStation VTX 1000 Conference Phone in
Video Calls
Your conference room may include aVSX video conferencing system
integrated with aSoundStation VTX 1000 conference phone. This configuration lets
you use the video conferencing system and the conference phone together to place
and manage video and audio-only calls. If the system is configured correctly, “VSX
OK” appears on the conference phone display.
Placing a Video Call with the
SoundStation VTX 1000 Conference Phone
If your VSX video conferencing system and SoundStation VTX 1000 have been
configured to work together, you can use the conference phone to place video
calls.
To place a video call using the SoundStation VTX 1000 phone:
1. Leave the SoundStation VTX 1000 conference phone on hook.
2. On the conference phone keypad, enter one of these:
o The ISDN number (for example, 19784444321) of the VSX system
o The IP address (for example, 10.11.12.13) of the VSX system.
2. Press the VID CALL soft key on the conference phone to place the call.
Dial a Call:
You can dial a call the conventional way, getting a dial tone first, or you can dial the
way cellular phones do, entering and editing all the numbers before you outpulse them,
as shown below.
Dial Tone Dialling:
1. Press the (Phone) button to get a dial tone.
2. Dial the phone number. Each number is dialled when you press it.
Adding Sites to a Video Call Using the
SoundStation VTX 1000 Conference Phone
You can add video or audio-only sites to avideo call using the SoundStation
VTX conference phone.
To add video or audio-only sites:
1. Place avideo call to the first site using the SoundStation VTX
conference phone or the video conferencing system.
2. On the conference phone, enter the number of the site you want to
add.
o To call avideo site, enter the number, and press the VID CALL
soft key.
o To call an audio-only site, enter the number, and press the Phone
button on the phone keypad.
Use the SoundStation VTX 1000 conference phone to make volume
adjustments after adding an audio-only site to avideo call.

20
Muting the Audio in a Call that Includes
aSoundStation VTX Conference Phone
You can use the mute button on the SoundStation VTX conference phone to
mute the audio in video calls.
To mute the audio in a call with the SoundStation VTX 1000
conference phone:
>> Do one of the following:
1. Press the Mute button on the conference phone.
2. Press
Mute on the remote control.
The red indicator lights on the conference phone show when the audio is muted. The
near site mute icon also appears on the monitor display.
Adding Video to a SoundStation VTX 1000
Conference Phone Audio-only Call
If you are in an audio call with another SoundStation VTX 1000 conference
phone and the far site also has aVSX video conferencing system integrated
with a SoundStation VTX conference phone, you can switch from the
audio-only call to avideo call.
To add video to an audio call:
1. Place acall with your SoundStation VTX conference phone to the far
site’s conference phone.
2. When the audio call has connected, press the ADD VIDEO soft key on
the conference phone.
You hear a ringing sound as the video portion of the call is added. The
SoundStation VTX conference phones are used as microphones for the
video call.
Ending a Call
To end a call using a VSX system integrated with a SoundStation VTX 1000
conference phone :
From the conference phone:
>> Press the END VIDEO soft key on the phone.
o If the conference is apoint-to-point video call, it will end immediately.
o If the conference is amulti-point video call, the VSX Hang Up screen
appears on the monitor. In this case, select which site(s) to disconnect.
From the VSX system:
1. Press
Hang Up on the VSX remote control.
2. On the VSX Hang Up screen, do one of the following:
o Select which site to disconnect.
o Choose Hang Up All to end the call for all sites.