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Polycom VSX Series Customizing the Workspace Appearance, Infrequent Users Kiosk Mode, New Users

Models: VSX Series

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Customizing the VSX System

Customizing the Workspace Appearance

You can customize your VSX system workspace appearance to suit the users’ environment functionally and aesthetically. For example, by customizing the

home screen to kiosk mode, users only have to select a site and press Call on the remote control to place a call.

Designing the Home Screen

Customize the system functionality according to your users’ needs, skill levels, and environments.

Infrequent Users (Kiosk Mode)

Provide a simple workspace so no training is needed:

•Let users make calls to pre-defined numbers with one button click.

•Include instructions on screen.

New Users

Provide more options but keep it simple:

•Dialing entry field

•Directory numbers

•Recent Calls

Advanced Users

Provide additional options for advanced video conferencing users:

•Call Quality (bandwidth and call type)

•Multipoint dialing

•User Settings, Diagnostics, and System Information

•Speed Dial list of frequently called sites

•Alerts

Include a short list of specific items for users to select

Use the marquee to add instructions

Add features for users as needed

Add more features as users gain experience

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Polycom VSX Series manual Customizing the Workspace Appearance, Infrequent Users Kiosk Mode, New Users, Advanced Users

Contents

Administrator’s Guide for the VSX Series Trademark Information About This Guide Administrator’s Guide for the VSX Series Contents Configuring Network Use Customizing the VSX System Managing the System Remotely System Usage and Statistics Diagnostics and General TroubleshootingAdministrator’s Guide for the VSX Series This guide covers instructions for the following models VSX ModelsName Component Description VSX 3000 and VSX 3000A Desktop SystemsVSX 5000 system includes the following components VSX 5000 Set-top SystemVSX 6000 and VSX 6000A Set-top Systems VSX 7000 and VSX 7000s Set-top Systems VSX 7000e includes the following components VSX 7000e Component SystemSetting Up the VSX 7000e System VSX 8000 system includes the following components VSX 8000 Component SystemBreakthrough Video Quality Key FeaturesRich Conference Experience Industry-Leading Audio QualityEnhanced User Experience Easy InstallationRemote Management SecuritySystem Back Panel Views VSX 3000 and VSX 3000A Connector PanelPower switch VGA output from system Power connector For power supplyVSX 5000 Back Panel Conference linkVSX 6000 Back Panel From system For main monitor VSX 6000A Back PanelVideo output Audio output from system VSX 7000 Back Panel Power switch Conference linkVCR/DVD input to system VSX 7000s Back PanelVGA output from system For VGA monitor VCR/DVD output from systemVSX 7000e Back Panel VCR/DVD input to Camera 1 control System ConnectorLine level audio Analog phone Port Input to system Network interface bayVCR/DVD input Analog phone To system Port Camera 1 control VSX 8000 Back PanelIR sensor Input to Balanced audio SystemPositioning Desktop Systems Positioning the SystemPositioning Set-top Systems Positioning Component Systems Connecting to the LANConnecting to Other Networks Connecting Desktop Systems to the Isdn BRI Network Serial If your network is You will need35/RS-449/ RS-530 VSX system Network interface module Additional deviceConnecting Document Cameras to Desktop Systems Connecting CamerasConnecting Cameras to Set-top Systems Connecting Cameras to Component SystemsUsing a Desktop System as the Monitor for a Computer VSX System Main Monitor Second Monitor Connecting Monitors and ProjectorsConnecting Monitors to Set-Top Systems Connecting Monitors to Component Systems About Polycom Microphones and the SoundStation VTX Connecting Microphones or a SoundStation VTXAdministrator’s Guide for the VSX Series Setting Up Your System Hardware Placing Polycom Microphones to Send Stereo from Your Site One Microphone Two Microphones This is valid This is not valid Not used Left Connecting Speakers or Headphones to Desktop Systems Connecting SpeakersConnecting Speakers to Set-top Systems Connecting Speakers to Component SystemsPlacing Speakers to Play Stereo from Far Sites Connecting VCR/DVDs Connecting Content Sharing EquipmentPoints to note about Visual Concert VSX Connecting a Visual Concert VSX to Set-top SystemsOr 10 ft 3 m 2457-20910-002 Connecting Computers to Component Systems Connecting an ImageShare II to Component SystemsConnecting Touch-Panel Controls Connecting Control and Accessibility EquipmentConnecting Closed Captioning Equipment Connecting IR Sensors to VSX 8000 Systems Powering OnPowering On the VSX 3000 or VSX 3000A Desktop System VSX 3000 and VSX 3000A systems have three power switchesPowering On Set-top and Component Systems Getting the Network Ready Configuring Network UseThis information Your Network Connectivity ChecklistShould be provided by Configuring with the Setup Wizard Configure these settings Configuring LAN PropertiesGo to System Admin Settings LAN Properties Select and configure these settings Go to System Admin Settings Network IP H.323 Settings Configuring IP Network SupportSpecifying H.323 Settings Authentication Setting Description Use GatekeeperAvailable when Use Gatekeeper is set to Specify with PIN Gatekeeper IPMultipoint Calls Setting Description UsePathNavigator for Configuring Integration with Avaya Networks Select two or three times and configure these settings Configuring Network Use Go to System Admin Settings Network IP SIP Settings Specifying SIP SettingsIntegration with Microsoft Live Communications Server LCS Show My Offline Contacts Setting Description Display ContactsGo to System Admin Settings Network IP Quality of Service Specifying Quality of ServiceSetting Description Fixed Ports Configuring the System for Use with a Firewall or NATGo to System Admin Settings Network IP Firewall Setting Description Enable Setting Description TCP PortsTraversal NAT Configuration UDP PortsEnterprise Location B Service ProviderEnterprise Location a IP Network Go to System Admin Settings Network Isdn Configuring Isdn SupportConfiguring the BRI Network Interface Configuration Setting Description Isdn SwitchSetting Description Area Code Protocol Isdn VoiceConfiguring the PRI Network Interface Switch Protocol Setting Description Line SignalingSetting Description Numbering Plan Restore DefaultsLine Termination PRI E1 only Go to System Admin Settings Network V.35/RS-449/RS-530 Configuring the Serial V.35/RS-449/RS-530 Network InterfaceDelayed DCD Setting DescriptionAnswer on DSR HangupUse RTS Signal for Setting Description Crypto ResyncSetting Description Enable Broadcast Enable People+ContentGo to System Admin Settings Network Telephony Configuring Telephony with the SoundStation VTXSetting Description Room Telephone System TelephoneGo to System Admin Settings Network Call Preference Configuring Call PreferencesEnable Analog Enable VoiceSetting Description Preferred Dialing 320Make sure the system is registered with a gatekeeper Configuring Dialing Order SettingsConfiguring the Directory Server Settings Configuring the Global DirectoryDirectory Server. You can enter up to five addresses Setting the Dialing RulesGo to System Admin Settings Global Services Dialing Rules Checking System Status ¾ Go to System Diagnostics System StatusPlacing a Test Call Keeping your Software Current Designing Video Behaviors Customizing the VSX SystemGo to System Admin Settings Cameras Configuring Camera Settings and Video Quality OptionsOut Always On Setting Description VCR/DVD AudioCamera Settings Go to this screen Configure these settings CamerasSet the RS-232 Mode to Sony PTZ camera Format to Composite. VSXDisable the Enable Polycom StereoSurround setting Points to note about using automatic camera trackingGo to System Admin Settings Monitors Monitors Configuring MonitorsOutput upon Setting Description MonitorScreen Saver ActivationVCR Timeout Setting Description Zoom VideoTo Fit Screen Display IconsConcert VGA VisualOut VGA OutSelect Dual Monitor Emulation Using in a Call Setting UpCall connects Near site presses PIPGo to System Diagnostics Video Set Output upon Screen Saver Activation to Black Configuring Content DisplayConfiguring Content Display with People+Content IP To enable People+Content IP on a VSX system Select Horizontal Position, Vertical Position, or Phase Go to System Admin Settings Monitors Graphics VGAConfigure this setting Select and select where to display ContentGo to System Admin Settings Audio Audio Settings Select two times and configure this settingAudio I/O Set Line Inputs to VCR Configuring VCR/DVD Player SettingsAdjust the VCR/DVD In Level for Adjust the VCR/DVD Out Level if Go to this screen Configure these settings MonitorsEnable VCR/DVD Audio Out Always Record SourceOn the microphone or on the remote control Configuring General Audio SettingsDesigning Audio Behaviors VSX Alerts you to incoming calls VSX 3000ASelect and enter VCR/DVD settings for the VSX 7000e system Select and enter line input settings Select and enter VCR/DVD settings for the VSX 8000 system Select and enter speaker settings Audio Levels Set Subwoofer Speaker to Off Configuring StereoSurround SettingsPoints to note about StereoSurround Go to this screen Configure these settings Mic Placement Configuring VSX Systems for a Polycom Vortex MixerMic Identity Speaker TestDisable Echo Canceller Configuring Microphones Connected to Audio InputsSerial Ports Set RS-232 Mode to Vortex Mixer for Set Input type to Line InputEnable Echo Canceller Go to this screen Configure these settings Audio InputSelect Echo Canceller Select Enable Phantom Power to supplyConfiguring for Use with a Touch Panel Control Configuring RS-232 EquipmentGo to System Admin Settings General Settings Serial Port Setting Description Baud RateConfiguring for Use with a Modem To maintain this You can allow users to Security level Managing User Access to Settings and FeaturesDesigning the User Experience Select Reset System Go to System Admin Settings General Settings SecurityGo to System Diagnostics Reset System Screens that Require the Room Password for Access PIP Auto-Answer Multipoint Mute Auto-Answer CallsSetting Passwords and Security Options Using Security Mode Enabling AES Encryption Points to note about Security ModeConfiguring Call Settings Setting Description Display Time Setting the Call Answering ModeCall Detail Report Recent CallsEnter the multipoint option key Configuring Multipoint CallingGo to System Admin Settings General Settings Options Multipoint Mode Go to System Admin Settings Monitors Multipoint SetupSetting Description Auto-Answer Page Including More Than Three Other Sites in a Cascaded Call Configuring Directory Settings Go to System Admin Settings General Settings Location Setting Date, Time, and LocationSetting Description Date Format Associated with your system numberSelect and configure these settings Customizing the Workspace Appearance Infrequent Users Kiosk ModeNew Users Advanced UsersContact List Setting Description Dialing DisplayCall Quality 164 DirectoryInformation IP or IsdnMy Information Local DateDisplaying Contacts on the Home Screen Click Utilities Screen Saver and enter Adding a Screen Saver Logo Changing System Appearance Select a tone, as desired Using Customized Camera Names and IconsConfiguring Remote Control Behavior Go to System Admin Settings Network IP Streaming Configuring Streaming CallsClick Utilities View a Meeting Go to System Utilities Web StreamingClear the Start Streaming selection Audio Options for Closed Captioners Configuring Closed CaptioningProviding Closed Captions for Conferences Via the System’s Serial RS-232 Port Go to Utilities Closed Caption On a computer, open a command line interfaceHelping Users Get Started Accessing VSX Web Using VSX WebMonitoring a Room or Call with VSX Web Creating a Localized System Name with VSX Web Go to Admin Settings General Settings System SettingsGo to Utilities Web Director Tools Remote MonitoringManaging System Profiles with VSX Web Implementing Basic Mode with VSX WebGo to Utilities Profile Center Managing Directories with VSX WebGo to Place a Call Directory Go to Utilities Import/Export DirectoryGo to Utilities Import/Export Directory Click PC VSX Requiring an Account Number for Calls Configuring Global ServicesViewing the Management Servers List Adding My Information Go to System Admin Settings Global Services My InformationYour request for help has been acknowledged Go to Admin Settings Global Services Snmp Setting Up SnmpDownloading MIBs Click Download MIB and follow the onscreen instructionsConfiguring for Snmp Management Administrator’s Guide for the VSX Series Four Go to System Diagnostics Call Statistics and then selectCall Summary This screen Displays this information Call StatisticsGo to System Diagnostics Call Statistics Content StatisticsCall Status Recent CallsCall Detail Report CDR ¾ Go to System Admin Settings Network Recent CallsData Description Information in the CDRFollowing table describes the data fields in the CDR SIF Close your FTP session Call Detail Report ArchivesAdministrator’s Guide for the VSX Series Sending a Message Click System SetupGo to Diagnostics Send a Message ¾ Go to System Diagnostics Diagnostic ScreensSystem Screens Quick Reference This choice Presents this information or capabilityFollowing diagnostic screens and tools are available Select Enable Basic Mode Select Enable Basic Mode Call PreferenceCall Detail Report screen Select Utilities Call DetailSelect Network Trace Route Select Network PingClick Trace Route 35/RS-449/RS-530 Serial StatusSelect Diagnostics Audio Select Diagnostics VideoClick the Speaker Test icon Audio Meter testSelect Reset System On the Diagnostics screen Select Diagnostics ResetClick the Reset System icon Delete System SettingsGeneral Troubleshooting Symptom Problem Corrective action Power and Start-upVSX 3000, VSX 3000A, VSX 5000, VSX VSX 7000, VSX 7000sControls Access to Screens and Systems Dhcp Client is on and no On the system, go to Admin Settings GeneralSettings Security Calling Use the Ping test System DiagnosticsSymptom Problem Corrective action Codes on page Appendix-11 Call Speeds screen Go to Admin Settings Network CallPreference and select Ensure that NAT Configuration is Off Go to Admin Settings Network IP FirewallSettings Monitors Monitors screen DisplaysOtherwise, go to Admin Settings Cameras Go to Admin Settings Monitors MonitorsVideo or Composite Select Backlight CompensationDiagnostics Call Go to Admin Settings Network IP QualityGo to System Admin Settings Cameras Selection on the Admin Settings Audio Audio Clear the Enable Polycom StereoSurroundSettings screen CamerasSymptom Problem Corrective action Go to System Admin Settings Audio Settings Output using the Speaker Test under DiagnosticsAudio Make sure that Midrange Speaker and SubwooferChange the Isdn Voice Algorithm selection aLaw Go to System Admin Settings Network IsdnAudio Meter screen under Diagnostics Audio Settings. Select Enable Polycom Microphones if it Go to System Admin Settings Audio AudioAudio Meter screen under Diagnostics Audio to MuteVCR Far and Near Audio Or VCR Audio Out Always Internal Ringer optionAudio Settings screen Settings Audio Settings screenCanceller selection on the second Admin Settings Polycom Mic but no Audio Meter screenError Indications System lights are located on the front of your VSX system Model When the VSX system It meansSystem Lights Network Interface Lights When the BRI network interface It meansWhen the PRI network interface It means How to Contact Technical Support Video Source Output Examples for Multiple Monitors AppendixSelect this To see this Near video Select this To see this Select this To see this Select this To see this Multipoint Dialing Speed Information Port Function Port UsageFollowing table shows other VSX port usage Following table shows Global Management System port usageActions that Cause the System to Restart Changing the Security Mode settingConnect to My LAN Host Name Web TelnetCode Cause Definition Cause CodesStatus Inquiry Code Cause Definition If this error occurs systematically, report it to your Isdn Code Cause Description PathNavigator Error CodesFollowing table lists PathNavigator error codes Code Cause Description Code Cause Description Regulatory Notices Important SafeguardsLicense Restrictions Warranty InformationWarranty Information Part 68 FCC Rules Regulatory NoticesPart 15 FCC Rules Industry Canada IC Administrator’s Guide for the VSX Series Installation Instructions Special Safety InstructionsRegulatory Notices Underwriters Laboratories Statement Plug Acts as Disconnect DeviceAdministrator’s Guide for the VSX Series Regulatory Notices Index Index-2 Index-3 Index-4 Index-5 Index-6 See also NAT and security Fixed Ports setting Index-8 Isdn Index-10 NAT Index-12 Index-13 Snmp Index-15 VCR/DVD Index-17 Administrator’s Guide for the VSX Series Index-18