Polycom RealPresence Trio Solution With Skype For

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USER GUIDE5.5.2 September 2017 3725-84321-004A Polycom RealPresence TrioSolution with Skype for Business

Copyright 2017, Polycom, Inc. All rights reserved. No part of this document may be reproduced,translated into another language or format, or transmitted in any form or by any means, electronic ormechanical, for any purpose, without the express written permission of Polycom, Inc.6001 America Center Drive San Jose, CA 95002 USATrademarks Polycom , the Polycom logo and the names and marks associated with Polycom productsare trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in theUnited States and various other countries.All other trademarks are property of their respective owners. No portion hereof may be reproduced ortransmitted in any form or by any means, for any purpose other than the recipient's personal use, withoutthe express written permission of Polycom.Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in thisdocument, Polycom makes no warranties or representations as to its accuracy. Polycom assumes noliability or responsibility for any 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 thesuitability of the information contained in this document for any purpose. Information is provided "as is"without warranty of any kind and is subject to change without notice. The entire risk arising out of its useremains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for anydirect, consequential, incidental, special, punitive or other damages whatsoever (including withoutlimitation, damages for loss of business profits, business interruption, or loss of business information),even if Polycom has been advised of the possibility of such damages.End User License Agreement BY USING THIS PRODUCT, YOU ARE AGREEING TO THE TERMS OFTHE END USER LICENSE AGREEMENT (EULA) . IF YOU DO NOT AGREE TO THE TERMS OF THEEULA, DO NOT USE THE PRODUCT, AND YOU MAY RETURN IT IN THE ORIGINAL PACKAGING TOTHE SELLER FROM WHOM YOU PURCHASED THE PRODUCT.Patent Information The accompanying product may be protected by one or more U.S. and foreignpatents and/or pending patent applications held by Polycom, Inc.Open Source Software Used in this Product This product may contain open source software. You mayreceive the open source software from Polycom up to three (3) years after the distribution date of theapplicable product or software at a charge not greater than the cost to Polycom of shipping or distributingthe software to you. To receive software information, as well as the open source software code used inthis product, contact Polycom by email at OpenSourceVideo@polycom.com (for video products) orOpenSourceVoice@polycom.com (for voice products).Customer Feedback We are striving to improve our documentation quality and we appreciate yourfeedback. Email your opinions and comments to DocumentationFeedback@polycom.com.Polycom Support Visit the Polycom Support Center for End User License Agreements, softwaredownloads, product documents, product licenses, troubleshooting tips, service requests, and more.

ContentsBefore You Begin. 7Audience, Purpose, and Required Skills.7Related Documentation.7Getting Started with RealPresence Trio.8Product Overview of RealPresence Trio. 8RealPresence Trio Hardware. 9Navigating RealPresence Trio. 10Accessing Screens on RealPresence Trio. 10Icons and Status Indicators. 13Enter Information Using the Onscreen Keyboard. 13Close the Onscreen Keyboard. 14Logging Into and Locking the System. 15Signing into Skype for Business.15Sign In Using Your Skype for Business User Credentials.15Sign In Using Your Skype for Business PIN Authentication.15Sign Into Skype for Business Using Web Sign In.16Set the Time and Date Format. 16Sign Out of Skype for Business.16Locking RealPresence Trio. 17Set a Lock Code.17Lock Your Phone.17Unlock the Phone. 17Change Your Lock Code. 18Reset Your Lock Code. 18Audio Calls.19Placing Audio Calls on RealPresence Trio. 19Place an Audio Call. 19Place an International Call. 20Place a Call from Recent Calls.20Place Calls to Skype for Business Contacts. 20Place a Skype for Business Audio Call over USB.20Place a Call over Bluetooth. 21Call a Favorite. 21Calling Contacts from the Directory.21Polycom, Inc.1

ContentsPlace a Call from a Locked Phone. 22Placing Intercom Calls.22Redial a Number. 23Answering Audio Calls on RealPresence Trio. 23Answer an Incoming Call.23Answer a Call When in a Call.24Answer Calls Automatically. 24Answer a Call on a Locked Phone. 25Answer an Intercom Call. 25Decline an Incoming Call. 25End an Audio Call. 26Holding and Resuming Calls.26Hold a Call.26Resume a Call.26Transferring Calls.26Choose a Default Transfer Type. 27Transfer a Call .27Transfer a Call using Consultative Transfer. 27Cancel a Transfer.27Rejecting Calls with Do Not Disturb. 28Enable Do Not Disturb.28Disable Do Not Disturb.28Forwarding Incoming Skype for Business Calls.28Simultaneously Ring a Group of Contacts. 28Forward a Skype for Business Call to a Contact.29Forward a Call to Voicemail. 29Managing Multiple Calls. 29Manage a Call from the Calls Screen.30Mute the Microphones.30Unmute the Microphone.30Conference Calls. 32Tips for Conference Calls.32Initiating a Skype for Business Conference Call. 32Initiate a Skype for Business Conference. 32Initiate a Conference Call during a Call.33Initiate a Group Conference Call. 33Add Contacts to a Skype for Business Conference Call. 33Send Contacts Active Conference Information. 33Viewing a List of Skype for Business Conference Participants.34Exit the Participants List. 34Polycom, Inc.2

ContentsReturn to the Participants List. 34Managing Skype for Business Conference Participants. 35Muting Conference Participants. 35Demote or Promote Conference Participants.36Enable and Disable Conference Announcements.36Remove Conference Participants.36Lock and Unlock a Conference Call. 36Admit or Deny Participants to a Locked Conference Call. 37Video Calls on RealPresence Trio 8800. 38Tips for Video Calls. 38Video Call Settings.39Set the Call Rate for Video Calls.39Change Video Clarity. 39Set the Video Layout for the Meeting. 39Change How Far-End Video Displays.40Place a Skype for Business Video Call. 40Stop Sending Video. 40Start Video During an Audio Call. 41Switch Between Video and Content during Video Calls.41Handling a Mixture of Audio and Video Calls .41Recording Audio Calls.42Guidelines when Recording Calls. 42Record a Call. 42Pause a Recording.43Resume a Recording. 43Stop Recording. 43Browse Recorded Calls.43Play a Recorded Call. 44Pause and Resume Played Recordings. 44Stop Playing a Recording.44Rename a Recording. 44Delete a Recording. 45Sharing Content on RealPresence Trio 8800.46Sharing Content with RealPresence Desktop or Mobile. 46Sharing Content from an Apple Device.46Sharing Content from a Windows or Android Device.47Sharing Content with People Content IP.47Polycom, Inc.3

Contents Download and Install Polycom People Content Technology.48Share Content using People Content IP. 48Stop Sharing Content with People Content IP. 48Share Content with People Content IP over USB. 48Sharing Content in a Skype for Business Environment. 49Share Content in a Skype for Business Video Call. 49Share Content in a Skype for Business Online Meeting. 49Share Content Out of a Call using Skype for Business.49Using the Calendar.50Open the Calendar.50View a Different Exchange Calendar . 51View Meeting Details.51Meeting Reminders. 52Choose a Meeting Reminder Type.52Choose a Meeting Alert Tone.52Disable Meeting Reminders. 52Joining Calendar Meetings.53Join a Meeting from the Calendar. 53Join a Meeting from a Meeting Reminder. 53Join a Meeting with an Alternate Number. 53Call Lists and Directories. 54Recent Calls.54View Recent Calls. 54Edit a Recent Call Entry. 54Delete a Recent Call Entry. 55Delete All Recent Call Entries. 55Local Directory. 55Search for a Local Directory Contact. 55Add a Contact to the Local Directory.56View Contact Details. 56Update a Local Directory Contact's Information. 56Delete a Local Directory Contact.56Local Directory Favorites. 57Add Favorites. 57Remove a Favorite. 57Corporate Directory.57Perform a Quick Search of the Corporate Directory.57Perform an Advanced Search of the Corporate Directory.58Add Corporate Directory Contacts to the Local Directory. 58Polycom, Inc.4

ContentsSkype for Business Contacts. 58Unified Contact Store. 58View Skype for Business Contacts.59View a Skype for Business Contact's Information. 59Update a Skype for Business Contact’s Information. 59View Skype for Business Contact Groups.60Skype for Business Contact Presence Information. 60Search for Skype for Business Contacts.61Add Skype for Business Contacts to the Contact List. 61Voicemail and Pages.62Access Skype for Business Voicemail Messages.62Managing Skype for Business Voicemail Messages.62Call a Contact from Voicemail. 62Delete Voicemail Messages. 62Mark Message as Read. 63Receiving Messages with Group Paging. 63Listen to a Page during an Active Call. 63Receiving Pages When You're Not in an Active Call. 64Connecting Bluetooth and USB Devices. 65Connecting Devices using Bluetooth. 65Make the System Visible to Nearby Bluetooth Devices. 65Connect a Bluetooth Device.66Connect a Bluetooth Device Using Near Field Communication. 66Play Audio from a Bluetooth Device.66Connecting a Device using a USB Cable.66Minimum Hardware and Software Laptop Requirements.67Connect a USB Device or Laptop. 67Setting RealPresence Trio as Your Audio Device.67RealPresence Trio Settings.69Password Required to Access Basic Settings. 69Time and Date Display.69Change the Time and Date Format.69Disable the Time and Date Display. 70Set the Language.70Backlight Intensity and Timeout. 70Set the Backlight Intensity. 70Set the Backlight Timeout. 71Polycom, Inc.5

ContentsFormat Numbers. 71Power-Saving Mode.71Change Your Office Hours. 72Change Timeouts. 72Control Where Audio Plays. 73Set a Ringtone for Incoming Calls.73Update Your Skype for Business Presence. 73Maintaining RealPresence Trio. 75Investigate Warnings.75Restart RealPresence Trio.75Update the Configuration for RealPresence Trio. 76Test the Hardware.76Clean the Touchscreen. 76Accessibility Features . 78Features for Hearing-Impaired Users.78Features for Mobility-Impaired Users. 79Features for Vision-Impaired and Blind Users. 79Troubleshooting. 81Check the Status of RealPresence Trio Visual . 81Check the Status of the Calendar. 81Tips for Resolving Content Sharing Issues. 82Tips for Resolving Camera Issues. 82Set Log Levels. 82Send Log Files to the Skype for Business Server.82Send Log Files to the Skype for Business Server using the Web Configuration Utility.83Polycom, Inc.6

Before You BeginTopics: Audience, Purpose, and Required Skills Related DocumentationThis Polycom RealPresence Trio Solution for Skype for Business User Guide contains overviewinformation for navigating and performing tasks with the following Polycom RealPresence Trio Solutionproducts: 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 SkillsThis guide is intended for beginning users, as well as intermediate and advanced users, who want tolearn more about the features available with RealPresence Trio 8800.Related DocumentationFor additional information about the solution, view the following documents on the RealPresence Trio8500 or RealPresence Trio 8800 support pages: Quick Tips—Provides a quick reference on how to use the system's most basic features. Setup Sheet—Describes the contents of your package, how to assemble the solution, and how toconnect the system to the network. Administrator Guide—Provides detailed information about setting up your network and configuringfeatures. Regulatory Notice—Provides information for all regulatory and safety guidance.You can also view Feature Descriptions and Technical Notifications on the Polycom Voice Support page.These documents describe workarounds to existing issues and provide expanded descriptions andexamples for phone settings and features. You can find these documents on the Polycom Profiled UCSoftware Features and Polycom Engineering Advisories and Technical Notifications support pages.Polycom, Inc.7

Getting Started with RealPresence TrioTopics: Product Overview of RealPresence Trio Navigating RealPresence Trio Enter Information Using the Onscreen KeyboardBefore you use the system, take a few moments to familiarize yourself with its features and user interface.Note: As you read this guide, keep in mind that certain features are configurable by your systemadministrator or determined by your network environment. As a result, some features may not beenabled or may operate differently on your device. Additionally, the examples and graphics in thisguide may not directly reflect what is displayed or is available on your device screen.Product Overview of RealPresence TrioThe RealPresence Trio Solution supports audio-only conference calls in a Skype for Business 2013 or2015 Server environment along with point-to-point, bridge, and Skype for Business video calls.The following are the features available on RealPresence Trio 8500 and RealPresence Trio 8800systems.RealPresence Trio 8500 Features and CapabilitiesThe RealPresence Trio 8500 system supports the following features: Placing, an

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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ISO 14001:2004 and ISO 9001:2000 15 Annex B (informative) Correspondence between OHSAS 18001, OHSAS . Standard vi List of tables Table A.1 – Correspondence between OHSAS 18001:2007, ISO 14001:2004 and ISO 9001:2000 15 Table B.1 – Correspondence between the clauses of the OHSAS documents and the clauses of the ILO-OSH Guidelines 20 Summary of pages This document comprises a front cover .