User Guide For Polycom RealPresence Trio Solution

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USER GUIDEUC Software 5.4.1 January 2016 3725-20598-002APolycom RealPresence Trio SolutionApplies to Polycom RealPresence Trio 8800 andPolycom RealPresence Trio Visual

Copyright 2016, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into anotherlanguage or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without theexpress written permission of Polycom, Inc.6001 America Center DriveSan Jose, CA 95002USATrademarks Polycom , the Polycom logo and the names and marks associated with Polycom products aretrademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in the United Statesand various other countries.All other trademarks are property of their respective owners. No portion hereof may be reproduced or transmitted in anyform or by any means, for any purpose other than the recipient's personal use, without the express written permissionof Polycom.Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document,Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility forany typographical or other errors or omissions in the content of this document.Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of theinformation contained in this document for any purpose. Information is provided "as is" without warranty of any kind andis subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shallPolycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive or otherdamages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss ofbusiness information), even if Polycom has been advised of the possibility of such damages.End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that youhave read, understand and agree to be bound by the terms and conditions of the End User License Agreement for thisproduct. The EULA for this product is available on the Polycom Support page for the product.Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/orpending patent applications held by Polycom, Inc.Open Source Software Used in this Product This product may contain open source software. You may receivethe open source software from Polycom up to three (3) years after the distribution date of the applicable product orsoftware at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receivesoftware information, as well as the open source software code used in this product, contact Polycom by email atOpenSourceVideo@polycom.com.Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. Emailyour opinions and comments to DocumentationFeedback@polycom.com.Polycom Support Visit the Polycom Support Center for End User License Agreements, software downloads,product documents, product licenses, troubleshooting tips, service requests, and more.2

ContentsBefore You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Who Should Read this Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Typographic Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Getting Started with Polycom RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . 12Overview of RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12RealPresence Trio 8800 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Overview of User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14User Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Place a Call Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Calls Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Icons and Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Enter Information Using the Onscreen Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Close the Onscreen Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Logging Into and Locking RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . 18Log Into the RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Log Out of the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Change Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Sign Into Skype for Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Set the Time and Date Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Sign Out of Skype for Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Locking the RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Lock the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Unlock the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Change Your User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Managing Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Placing and Answering Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Placing Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Polycom, Inc.3

Polycom RealPresence Trio Solution User GuidePlace Calls from the Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Place an International Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Place Calls from Recent Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Placing Calls to Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Place Calls from Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Place Calls to Skype for Business Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Place a Skype for Business Audio Call over USB . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Place Calls from a Locked or Logged Out System . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Place an Intercom Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Place a Call over Bluetooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Redial a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Answer Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Answer Calls in the Incoming Call Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Answer a Call When in a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Answer Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Answer Calls on a Locked System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Answer Skype for Business Calls on a Locked System . . . . . . . . . . . . . . . . . . . . . . . 30Answering Intercom Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Mute Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Unmute Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31End Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Holding and Resuming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Hold Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Resume Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Choose a Default Transfer Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Cancel a Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Managing Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Manage Calls from the Calls Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Decline Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Enable Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Enable Do Not Disturb on Multiple Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Enable Do Not Disturb for One Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Disable Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Forwarding Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Forward an Incoming Call to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Forward All Incoming Calls to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Disable Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Forwarding Incoming Skype for Business Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Polycom, Inc.4

Polycom RealPresence Trio Solution User GuideForward Skype for Business Calls to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Forward Calls to Voicemail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Simultaneously Ring a Group of Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Change the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Initiating and Managing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Initiating and Managing Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Tips for Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Initiate Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Add Additional Participants to a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Merge Calls into a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39End Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Hold Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Resume Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Manage Conference Call Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Initiating and Managing Skype for Business Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . 40Initiating a Skype for Business Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Initiate a Skype for Business Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Initiating a Group Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Initiate a Group Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Initiate a Group Conference Call in the Skype for Business Client . . . . . . . . . . . . . . . 42Initiate a Conference Call during a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Add Contacts to a Skype for Business Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . 42Send Contacts Active Conference Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Viewing a List of Conference Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Exit the Participants List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Return to the Participants List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Managing Skype for Business Conference Participants . . . . . . . . . . . . . . . . . . . . . . . . . . 43Muting Conference Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Demote or Promote Conference Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Enable and Disable Conference Announcements . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Remove Conference Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Lock and Unlock a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Managing Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Tips for Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Video Call Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Set the Call Rate for Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Change Video Clarity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Change How Far-End Video Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Polycom, Inc.5

Polycom RealPresence Trio Solution User GuidePlace a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Place a Skype for Business Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Stop Sending Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Handling Conference Calls with Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Video Calls without a Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Audio and Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Handling a Mixture of Video and Audio-Only Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Showing Content with RealPresence Desktop or Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Show Content using RealPresence Desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Show Content using RealPresence Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Stop Showing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Showing Content with People Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Download and Install People Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Show Content with People Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Stop Showing Content with People Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Show Content over USB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Showing Content in a Skype for Business Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Show Content in a Skype for Business Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Show Content in a Skype for Business Online Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . 53Show Content Out of a Skype for Business Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Using the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Open the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Display Meeting Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Return to Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Meeting Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Joining Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Join Meetings from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Join a Meeting from a Meeting Reminder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Join a Meeting with an Alternate Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Join Skype for Business Meetings from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Choose a Meeting Reminder Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Choose an Alert Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Disable Meeting Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Managing Call Lists and Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58View Recent Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58View Call Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Polycom, Inc.6

Polycom RealPresence Trio Solution User GuideSave a Recent Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Delete a Recent Call Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Edit Recent Contact Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59View Recent Skype for Business Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59View Recent Skype for Business Calls in Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Managing the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Search for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Add a Contact to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61View Contact Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Update a Contact’s Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Delete a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Add Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Remove Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Using the Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Searching the Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Perform a Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Perform an Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Add Corporate Directory Contacts to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . 63Managing Skype for Business Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64View Skype for Business Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64View Skype for Business Contacts’ Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Skype for Business Contact Presence Information . . . . . . . . . . . . . . . . . . . . . . . . . . 65View Skype for Business Contact Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Search for Skype for Business Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Add Lync Contacts to the Contact List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Viewing Skype for Business Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Update Your Skype for Business Presence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Searching the BroadSoft Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Perform a Simple Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Perform an Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Add BroadSoft Contacts to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Accessing Voicemail and Receiving Broadcast Messages . . . . . . . . . . . . . . . . 71Access Voicemail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Access Skype for Business Voicemail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Managing Skype for Business Voicemail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Call a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Delete Voicemail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Mark Message as Read . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Receiving Messages with Group Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Polycom, Inc.7

Polycom RealPresence Trio Solution User GuideReceiving Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Connecting Devices to the RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . 75Make the RealPresence Trio 8800 Visible to Nearby Bluetooth Devices . . . . . . . . . . . . . . . . 75Connect a Bluetooth Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Connect a Bluetooth Device Using Near Field Communication . . . . . . . . . . . . . . . . . . . . . . . 76Play Audio from a Bluetooth Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Connecting a Device using a USB Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Connecting a Laptop to RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Connect Your Laptop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Setting RealPresence Trio 8800 as Your Audio Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Set RealPresence Trio 8800 as Your Audio Device in RealPresence Desktop . . . . . 78Set RealPresence Trio 8800 as Your Audio Device for Skype for Business . . . . . . . . . . 78Set RealPresence Trio 8800 as Your Audio Device for Your Laptop . . . . . . . . . . . . . . . . 78Customizing RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Password Required to Customize RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . 79Set the Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Set the Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Disable the Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Setting the Backlight Intensity and Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Change the Backlight Intensity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Change the Backlight Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81From the Backlight Timeout screen, select the number of seconds the system is idle before thebacklight dims. The default is 40 seconds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Using Power-Saving Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Change Your Office Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Change Timeouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Set a Ringtone for Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Using Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Features for Hearing-Impaired Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Features for Vision-Impaired and Blind Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Features for Mobility-Impaired Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Performing Maintenance Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Investigate Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Restart the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Update the System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Test System Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Clean the Touchscreen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Polycom, Inc.8

Polycom RealPresence Tri

This Polycom RealPresence Trio Solution User Guide uses a number of conventions that help you to understand information and perform tasks. See the Polycom RealPresence Trio 8800 R

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