Polycom RealPresence Group Series User manual

USER GUIDE 6.1.5 | February 2018 | 3725-85161-001A
Polycom® RealPresence® Group
Series and Polycom®
RealPresence® Touch™ with Skype
for Business

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Contents
Before You Begin................................................................................................3
Getting Help........................................................................................................................ 3
Polycom Partner and Solution Resources................................................................3
The Polycom Community......................................................................................... 3
Getting Started with Polycom RealPresence Group Series........................... 4
RealPresence Group System Power.................................................................................. 4
Power On the System.............................................................................................. 4
System Health Check...............................................................................................4
Power Off a RealPresence Group System...............................................................5
Using a Polycom® RealPresence Touch™ Device with Skype for
Business......................................................................................................... 6
Wake the System................................................................................................................ 6
Pair For the First Time.........................................................................................................6
Pair a Previously Paired RealPresence Touch Device........................................................7
Calling................................................................................................................................. 7
Call by Entering a Number....................................................................................... 7
Accept a Call............................................................................................................ 7
Decline a Call........................................................................................................... 7
Accept or Decline Incoming Calls Forwarded from a Contact..................................7
End a Call.................................................................................................................8
Managing Multiple Calls........................................................................................... 8
Joining Meetings from the Calendar with RealPresence Touch............................... 8
Sharing Content................................................................................................................ 10
Managing Content from Microsoft Clients.............................................................. 10
Polycom People+Content IP...................................................................................11
Settings............................................................................................................................. 12
Set the System to Answer Video Calls Automatically............................................ 12
Audio Adjustments................................................................................................. 13
Video Adjustments..................................................................................................13
Cameras.................................................................................................................15
Troubleshooting.................................................................................................................17
Make a Test Call.....................................................................................................17
Upload a Log File................................................................................................... 17
View Device Details for the RealPresence Touch.................................................. 17
View System Details and Connection Status ........................................................ 17
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View Call Statistics................................................................................................. 18
Locate Company Contact Information....................................................................18
Contents
2

Before You Begin
Topics:
▪Getting Help
This guide is for users who want to perform basic to intermediate tasks on the Polycom® RealPresence®
Group Series system .
Please read the RealPresence Group Series documentation before you operate the system. The
following related documents for RealPresence Group Series systems are available at Polycom Support:
▪ Setup sheets—includes steps on setting up the system and connecting peripherals
▪ Release notes—lists new features, any system limitations, and additional product information
▪ Regulatory Notices—describes safety and legal considerations for using the system
Polycom recommends that you record the serial number and option key of your RealPresence Group
Series system here for future reference. The serial number for the system is printed on the unit.
System Serial Number: ____________________________________________
Option Key: ____________________________________________________
Getting Help
For more information about installing, configuring, and administering Polycom products, refer to
Documents and Downloads at Polycom Support.
Polycom Partner and Solution Resources
To find all Polycom partner solutions, see Strategic Global Partner Solutions.
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 help customers successfully design, deploy, optimize and manage Polycom visual
communications within their UC environments.
Professional Services for Microsoft Integration is mandatory for Microsoft Office Communications Server,
Microsoft Lync Server 2013, Skype for Business Server 2015, or Office 365 integrations. For additional
information and details, refer to http://www.polycom.com/services/professional_services/index.html or
contact your local Polycom representative.
The Polycom Community
The Polycom Community gives you access to the latest developer and support information, and the
community enables you to participate in discussion forums to share ideas and solve problems with your
colleagues. To register with the Polycom Community, simply create a Polycom online account. When
logged in, you can access Polycom support personnel and participate in developer and support forums to
find the latest information on hardware, software, and partner solutions topics.
3

Getting Started with Polycom
RealPresence Group Series
Topics:
▪RealPresence Group System Power
This user guide is intended for beginner users, as well as intermediate and advanced users who want to
learn about video conferencing and the Polycom® RealPresence® Group Series system .
For detailed information on the available systems and bundles, as well as the most recent feature
descriptions, refer to the Polycom RealPresence Group Series Release Notes available at
support.polycom.com.
Note: Your system administrator can configure RealPresence Group Series systems and RealPresence
Touch devices to show only those options used in your organization. Therefore, this guide might
cover options that you cannot access on your system. Check with your system administrator to
find out more about the options set for your system.
RealPresence Group System Power
RealPresence Group Series systems have a power proximity sensor instead of a physical power button.
Instead of pressing an actual button that moves to power on the system, you can touch the proximity
sensor , or touch near it, on the front of the system.
Power On the System
Before powering on your system, make sure you connect any essential wired devices or accessories to
the system first. After you have connected the related equipment, power on the system.
Procedure
»Do one of the following:
▪ On RealPresence Group 300, 310, 500, and 700 systems, touch and hold the power
sensor on the front of the system. Because the power sensor is touch sensitive, you can
place your finger on or close to the sensor.
▪ Press and hold on the remote control.
When the system is powered on successfully, the LED on the front panel turns blue and the
Polycom splash screen displays.
System Health Check
After the system is powered on, the system automatically performs a system health check, which is
known as a power on self test (POST).
The status of the POST sequence is shown using the LED indicator light on the front of the device, or in
the text field display on the front of the system. For more information about what the colors of the
indicator lights mean, contact your administrator.
4

All test results are logged in the system memory. When the test sequence completes with no severe
errors, the system starts normally.
Power Off a RealPresence Group System
Before changing any connected accessories, you need to power off the RealPresence Group system.
Procedure
»Do one of the following:
▪ Touch and hold the power sensor on the front of the system.
▪ Press and hold on the remote control.
The indicator light changes color and blinks when the system is shutting down.
Getting Started with Polycom RealPresence Group Series
5

Using a Polycom® RealPresence Touch™
Device with Skype for Business
Topics:
▪Wake the System
•Pair For the First Time
▪Pair a Previously Paired RealPresence Touch Device
▪Calling
▪Sharing Content
▪Settings
▪Troubleshooting
The Polycom® RealPresence Touch™ device is a highly-intuitive touch control device that enables you to
initiate video conferences when it is paired with supported Polycom endpoints.
Depending on how your administrator has configured your system, the Home screen of your
RealPresence Touch device can display with one of the following interfaces:
▪ The general interface displays the Place a Call icon.
▪ The Microsoft Skype for Business mode interface displays a New Meeting icon.
Your administrator powers on, configures, and pairs the RealPresence Touch device with the system. For
help with the touch device, contact your administrator.
Wake the System
After the RealPresence Touch device has been idle for some time, the device goes into power-saving
mode. You can wake both the device and the RealPresence Group Series system.
Procedure
»Tap the RealPresence Touch device screen.
Pair For the First Time
To pair your RealPresence Touch with a RealPresence Group Series system that has not been paired
before, you must enter the system's credentials before connection can be established.
Procedure
1. After completing the out-of-box (OOB) setup wizard, the RealPresence Touch displays the pairing
screen.
2. Tap the Manually Pair tab.
3. Enter the IP Address, Admin ID, and Password for the system.
4. Tap Pair.
The pairing connection begins, and the Home screen displays when the pairing is successful.
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Pair a Previously Paired RealPresence Touch Device
If your connection to a paired RealPresence Group Series system is lost, you need to pair to that system
again.
Procedure
1. After the system is unpaired, you might see a "Searching" message as the device tries to pair
automatically. To pair the device manually, tap Cancel.
2. On the Recently Paired tab, tap the RealPresence Group Series system that you want to pair.
The pairing connection begins.
Calling
In a Microsoft environment using a RealPresence Touch device as your system controller, you can place
an audio-only call or start a Skype meeting.
Call by Entering a Number
You can place an audio-only or video call from the dial pad.
Procedure
1. From the Home screen, tap Dial Pad.
2. Do one of the following:
▪ Tap to switch to audio.
▪ Tap to switch to video.
3. Using the keypad, enter your contact's number.
4. Tap Call.
Accept a Call
Unless your system is configured to answer calls automatically, answer the call manually.
Procedure
»Tap Accept.
Decline a Call
If you are busy and do not want to accept an incoming call, you can decline the call.
» Tap Decline.
Accept or Decline Incoming Calls Forwarded from a Contact
When a call is forwarded to the system from a contact using the Skype for Business client, you can
choose to accept or decline the forwarded call. When you receive a forwarded incoming call, a notification
displays letting you know who the call is from and who forwarded the call.
You cannot forward calls from the RealPresence Group Series system to another system or the Skype for
Business client. You can only receive and respond to calls forwarded to the system.
Using a Polycom® RealPresence Touch™ Device with Skype for Business
7

Procedure
»Select Accept or Decline.
End a Call
End your call when it is over.
Procedure
»Tap .
Managing Multiple Calls
With your RealPresence Touch device, you can manage multiple calls on a RealPresence Group Series
system registered to Skype for Business. This call management applies to incoming calls only.
Answer a Call While in a Meeting
You can answer an incoming call during a meeting using the RealPresence Touch device, when the
device is paired to a RealPresence Group Series system registered to Skype for Business.
Procedure
»If you receive an incoming call during a meeting, do one of the following:
▪ Tap Add to Call to allow the incoming call to join the meeting.
▪ Tap Hold + Accept to hold all of the conference participants and answer the incoming call.
▪ Tap Hang Up + Accept to hang up all of the meeting participants and answer the incoming
call.
▪ Tap Ignore to disregard the incoming call.
Switch Between Calls
When a call is on hold and another is active, a manage calls button displays on the RealPresence Touch
device that allows you to switch between calls. Manage calls is supported if the device is paired to a
RealPresence Group Series system registered to Skype for Business.
Procedure
1. When you are in a call and want to resume another call on hold, tap Manage calls.
2. On the Manage Conference(s) screen, tap the call on hold, then tap Resume Call to continue
the call.
Joining Meetings from the Calendar with RealPresence Touch
The system can connect to the Microsoft Exchange Server 2013 and retrieve calendar information
associated with a Microsoft Outlook or Microsoft Office 365 account. When the system is connected to the
Exchange Server, you can join scheduled meetings from the calendar and initiate Lync 2013 or Skype for
Business 2015 conference calls.
Start a Skype Meeting
You can create a list of participants and start a Skype for Business meeting on the room system. By
default, your system joins the meeting as a video participant. You can choose to start the meeting as an
audio-only participant.
Using a Polycom® RealPresence Touch™ Device with Skype for Business
8