Polycom RealPresence Trio 8500 Manual de usuario

USER GUIDE 5.5.2 | September 2017 | 3725-20598-006A

Polycom® RealPresence Trio™

Solution

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Contents

Before You Begin............................................................................................... 6

Audience, Purpose, and Required Skills.............................................................................6

Related Documentation.......................................................................................................6

Getting Started with RealPresence Trio...........................................................7

Product Overview of RealPresence Trio............................................................................. 7

RealPresence Trio Hardware................................................................................... 8

Navigating RealPresence Trio............................................................................................ 9

Accessing Screens on RealPresence Trio............................................................... 9

Icons and Status Indicators.................................................................................... 12

Enter Information Using the Onscreen Keyboard............................................................. 12

Close the Onscreen Keyboard............................................................................... 13

Logging Into and Locking the System........................................................... 14

Logging Into RealPresence Trio........................................................................................14

Log Out of the Phone............................................................................................. 15

Change Your Login Password................................................................................15

Locking RealPresence Trio............................................................................................... 15

Lock the Phone...................................................................................................... 15

Unlock the Phone................................................................................................... 16

Change Your User Password.................................................................................16

Audio Calls........................................................................................................17

Placing Audio Calls on RealPresence Trio....................................................................... 17

Place an Audio Call................................................................................................ 17

Place an International Call..................................................................................... 18

Place a Call from Recent Calls...............................................................................18

Call a Favorite........................................................................................................ 18

Place a Call over Bluetooth.................................................................................... 18

Place a Call from a Locked Phone......................................................................... 19

Calling Contacts from the Directory........................................................................19

Placing Intercom Calls............................................................................................19

Redial a Number............................................................................................................... 20

Answering Audio Calls on RealPresence Trio.................................................................. 21

Answer an Incoming Call........................................................................................21

Answer a Call When in a Call.................................................................................21

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Answer Calls Automatically.................................................................................... 22

Answer a Call on a Locked Phone......................................................................... 22

Answer an Intercom Call........................................................................................ 22

Decline an Incoming Call.................................................................................................. 23

End an Audio Call............................................................................................................. 23

Holding and Resuming Calls.............................................................................................23

Hold a Call..............................................................................................................23

Resume a Call........................................................................................................24

Transferring Calls..............................................................................................................24

Choose a Default Transfer Type............................................................................ 24

Transfer a Call .......................................................................................................24

Transfer a Call using Consultative Transfer........................................................... 25

Cancel a Transfer...................................................................................................25

Forwarding Incoming Calls to a Contact........................................................................... 25

Forward an Incoming Call to a Contact.................................................................. 25

Forward All Incoming Calls to a Contact................................................................ 25

Disable Call Forwarding......................................................................................... 26

Rejecting Calls with Do Not Disturb.................................................................................. 26

Enable Do Not Disturb............................................................................................26

Disable Do Not Disturb...........................................................................................27

Managing Multiple Calls.................................................................................................... 27

Manage a Call from the Calls Screen.....................................................................27

Mute the Microphones.......................................................................................................28

Unmute the Microphone....................................................................................................28

Conference Calls.............................................................................................. 29

Tips for Conference Calls..................................................................................................29

Initiating Conference Call.................................................................................................. 29

Initiate a Conference Call....................................................................................... 29

Merge Calls into a Conference Call........................................................................30

Add Participants to a Conference Call.............................................................................. 30

End a Conference Call...................................................................................................... 30

Hold a Conference Call..................................................................................................... 30

Resume a Conference Call............................................................................................... 31

Mute a Conference Participant..........................................................................................31

Remove a Conference Participant.................................................................................... 31

Video Calls on RealPresence Trio 8800......................................................... 32

Tips for Video Calls........................................................................................................... 32

Video Call Settings............................................................................................................33

Set the Call Rate for Video Calls............................................................................33

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Change Video Clarity............................................................................................. 33

Set the Video Layout for the Meeting..................................................................... 33

Change How Far-End Video Displays....................................................................34

Place a Video Call.............................................................................................................34

Stop Sending Video.......................................................................................................... 34

Start Video During an Audio Call...................................................................................... 35

Switch Between Video and Content during Video Calls....................................................35

Handling a Mixture of Audio and Video Calls ...................................................................35

Recording Audio Calls.....................................................................................36

Guidelines when Recording Calls..................................................................................... 36

Record a Call.................................................................................................................... 36

Pause a Recording............................................................................................................37

Resume a Recording........................................................................................................ 37

Stop Recording................................................................................................................. 37

Browse Recorded Calls.....................................................................................................38

Play a Recorded Call........................................................................................................ 38

Pause and Resume Played Recordings........................................................................... 38

Stop Playing a Recording..................................................................................................38

Rename a Recording........................................................................................................ 39

Delete a Recording........................................................................................................... 39

Sharing Content on RealPresence Trio 8800.................................................40

Sharing Content with RealPresence Desktop or Mobile................................................... 40

Sharing Content from an Apple Device.............................................................................40

Sharing Content from a Windows or Android Device........................................................41

Sharing Content with People+Content IP..........................................................................41

Download and Install Polycom® People+Content™ Technology.............................42

Share Content using People+Content IP............................................................... 42

Stop Sharing Content with People+Content IP...................................................... 42

Share Content with People+Content IP over USB................................................. 42

Using the Calendar...........................................................................................44

Open the Calendar............................................................................................................44

View Meeting Details.........................................................................................................45

Meeting Reminders........................................................................................................... 45

Choose a Meeting Reminder Type.........................................................................45

Choose a Meeting Alert Tone.................................................................................46

Disable Meeting Reminders................................................................................... 46

Joining Calendar Meetings................................................................................................46

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Join a Meeting from the Calendar.......................................................................... 46

Join a Meeting from a Meeting Reminder.............................................................. 47

Join a Meeting with an Alternate Number.............................................................. 47

Call Lists and Directories................................................................................ 48

Recent Calls......................................................................................................................48

View Recent Calls.................................................................................................. 48

Edit a Recent Call Entry......................................................................................... 48

Save a Recent Contact.......................................................................................... 49

Delete a Recent Call Entry..................................................................................... 49

Local Directory.................................................................................................................. 49

Search for a Local Directory Contact..................................................................... 49

Add a Contact to the Local Directory......................................................................50

View Contact Details.............................................................................................. 50

Update a Local Directory Contact's Information.....................................................50

Delete a Local Directory Contact............................................................................50

Local Directory Favorites.................................................................................................. 51

Add Favorites......................................................................................................... 51

Remove a Favorite................................................................................................. 51

Corporate Directory...........................................................................................................51

Perform a Quick Search of the Corporate Directory...............................................51

Perform an Advanced Search of the Corporate Directory......................................52

Add Corporate Directory Contacts to the Local Directory...................................... 52

Searching the BroadSoft Directory....................................................................................52

Perform a Simple Search of the BroadSoft Directory.............................................52

Perform an Advanced Search of the BroadSoft Directory......................................53

Add BroadSoft Contacts to the Contact Directory.................................................. 53

Voicemail and Pages........................................................................................54

Access Voicemail Messages.............................................................................................54

Receiving Messages with Group Paging.......................................................................... 54

Listen to a Page during an Active Call................................................................... 55

Receiving Pages When You're Not in an Active Call............................................. 55

Connecting Bluetooth and USB Devices....................................................... 56

Connecting Devices using Bluetooth................................................................................ 56

Make the System Visible to Nearby Bluetooth Devices......................................... 56

Connect a Bluetooth Device...................................................................................57

Connect a Bluetooth Device Using Near Field Communication............................. 57

Play Audio from a Bluetooth Device.......................................................................57

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Connecting a Device using a USB Cable..........................................................................57

Minimum Hardware and Software Laptop Requirements.......................................58

Connect a USB Device or Laptop.......................................................................... 58

Setting RealPresence Trio as Your Audio Device..................................................58

RealPresence Trio Settings.............................................................................60

Password Required to Access Basic Settings.................................................................. 60

Time and Date Display......................................................................................................60

Change the Time and Date Format........................................................................60

Disable the Time and Date Display........................................................................ 61

Set the Language..............................................................................................................61

Backlight Intensity and Timeout........................................................................................ 61

Set the Backlight Intensity...................................................................................... 61

Set the Backlight Timeout...................................................................................... 62

Format Numbers............................................................................................................... 62

Power-Saving Mode..........................................................................................................62

Change Your Office Hours..................................................................................... 63

Change Timeouts................................................................................................... 63

Control Where Audio Plays............................................................................................... 64

Set a Ringtone for Incoming Calls.....................................................................................64

Maintaining RealPresence Trio....................................................................... 65

Investigate Warnings.........................................................................................................65

Restart RealPresence Trio................................................................................................65

Update the Configuration for RealPresence Trio.............................................................. 66

Test the Hardware.............................................................................................................66

Clean the Touchscreen..................................................................................................... 66

Accessibility Features .................................................................................... 68

Features for Hearing-Impaired Users................................................................................68

Features for Mobility-Impaired Users................................................................................ 69

Features for Vision-Impaired and Blind Users.................................................................. 69

Troubleshooting............................................................................................... 71

Check the Status of RealPresence Trio Visual+............................................................... 71

Check the Status of the Calendar..................................................................................... 71

Tips for Resolving Content Sharing Issues....................................................................... 71

Tips for Resolving Camera Issues.................................................................................... 72

Set Log Levels.................................................................................................................. 72

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Before You Begin

Topics:

•Audience, Purpose, and Required Skills

▪Related Documentation

This Polycom RealPresence Trio Solution User Guide contains overview information for navigating and

performing tasks with the following Polycom® RealPresence Trio™ Solution products:

▪ Polycom® RealPresence Trio™ 8500 audio conferencing system

▪ Polycom® RealPresence Trio™ 8800 audio conferencing system

▪ Polycom® RealPresence Trio™ Visual+ content and video accessory.

Audience, Purpose, and Required Skills

This guide is intended for beginning users, as well as intermediate and advanced users, who want to

learn more about the features available with RealPresence Trio 8800.

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