Polycom realpresence trio 8800 User Manual
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- Page 1 USER GUIDE UC Software 5.4.4 | December 2016 | 3725-20598-003A ® ™ Polycom RealPresence Trio Solution ® ™ Applies to Polycom RealPresence Trio 8800 and ® ™ Polycom RealPresence Trio Visual+...
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Page 2: Limitation Of Liability
Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by email at OpenSourceVoice@polycom.com. -
Page 3: Table Of Contents
Overview of RealPresence Trio 8800 ........ - Page 4 Tips for Conference Calls ........... . 31 Polycom, Inc.
- Page 5 Sharing Content with People+Content IP ........42 Polycom, Inc.
- Page 6 Searching the BroadSoft Directory ..........54 Polycom, Inc.
- Page 7 Connect a Device or Laptop ..........61 Setting RealPresence Trio 8800 as Your Audio Device ......61 Set the System as Your Audio Device in RealPresence Desktop .
- Page 8 Tips for Resolving Camera Issues ..........72 Polycom, Inc.
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Page 9: Before You Begin
This guide is intended for beginning users, as well as intermediate and advanced users who want to learn more about the solution’s features. Related Documentation For additional information about the solution, view the following documents on the RealPresence Trio 8800 support page: ● User Documents: ... -
Page 10: Getting Started With Polycom Realpresence Trio 8800
Getting Started with Polycom RealPresence Trio 8800 Before you use the RealPresence Trio 8800, take a few moments to familiarize yourself with the system and its features. This section details the system’s components, the screen layout, and how to navigate the system. -
Page 11: Navigating The System
Adjust the volume of the audio from the speakerphone and ringer. Navigating the System The RealPresence Trio 8800 has icons, status indicators, and screens to help you navigate the user interface and understand important information on the state of the solution. -
Page 12: Accessing The Place A Call Screen
Polycom RealPresence Trio Solution User Guide Home screen and Page Indicator To access the Home screen: » Tap Home. and tap Expand or Contract the Home Screen A Page Indicator shows underneath the Menu options of the Home screen and indicates the page you are currently viewing. -
Page 13: Accessing The Calls Screen
Polycom RealPresence Trio Solution User Guide Place a Call screen Accessing the Calls Screen The Calls screen is displayed automatically when you place a call and you have an active call in progress. When you have an active call in progress, the name and number of the contact you are talking with and the duration of the call is displayed in the Calls screen, as shown next. -
Page 14: Icons And Status Indicators
Polycom RealPresence Trio Solution User Guide Two calls on the Calls screen Icons and Status Indicators The following table display icons and status indicators that display on the RealPresence Trio 8800. Icons and Status Indicators Icon Description Icon Description Registered line... -
Page 15: Close The Onscreen Keyboard
Polycom RealPresence Trio Solution User Guide ● Shows alphabetical letters ● Shifts to uppercase letters. ● Shifts to lowercase letters ● Displays numbers and punctuation marks ● Displays special characters To access and use the onscreen keyboard: 1 Tap a text field. -
Page 16: Logging Into And Locking The System
2 From the User Login screen, enter your user ID and password, and tap Log In. Log Out of the System After you use a RealPresence Trio 8800, make sure you log out to prevent access to your personal settings. To log out of the system: 1 Tap Log Out, or select Settings >... -
Page 17: Change Your User Login Password
3 From the Change User Login Password screen, enter your old and new password information, and select Enter. Your password is changed. The next time you log in to a RealPresence Trio 8800, you need to enter your new password. -
Page 18: Unlock The System
Polycom RealPresence Trio Solution User Guide Unlock the System You can unlock the system using your user password. To unlock the system: 1 Tap Unlock. 2 Enter your user password and tap Enter. Change Your User Password To change your user password, you need access to the Advanced settings menu, which is password-protected. -
Page 19: Audio Calls
2 Enter the number and tap Place a Call from Recent Calls You can place calls from Recent Calls, which has calls that were recently placed, answered, or missed. See the section View Recent Calls for more information on recent calls. Polycom, Inc. -
Page 20: Place A Call To A Favorite
Polycom RealPresence Trio Solution User Guide To place a call from Recent Calls: 1 Navigate to Recent Calls. 2 From the Recent Calls screen, select a contact. The call is automatically placed after you select a contact. Place a Call to a Favorite You can place a call to favorites by selecting a favorite on the Home screen. -
Page 21: Place An Intercom Call
Polycom RealPresence Trio Solution User Guide You cannot call any other numbers from a locked or logged out system. For more information, see the section Logging Into and Locking the System. To call an authorized number from a locked or logged out system: 1 Tap New Call. -
Page 22: Place A Call Over Bluetooth
Place a Call over Bluetooth When the RealPresence Trio 8800 is paired and connected with a Bluetooth-enabled mobile phone or tablet, you can place a call on your device and use the system as a speakerphone for the call. See the section... -
Page 23: Answer A Call When In A Call
Polycom RealPresence Trio Solution User Guide Incoming Call screen Your system administrator can enable the screen to flash bright orange when you have an incoming call. The screen continues to flash until the incoming call is displayed in the Home or Calls screen. For more information about this feature, see your system administrator. -
Page 24: Answer Calls On A Locked System
Polycom RealPresence Trio Solution User Guide To enable the system to automatically answer calls: 1 Navigate to Settings > Basic > Preferences > Auto Answer. 2 From the Auto Answer screen, select Auto Answer SIP Calls, and select Yes. 3 Select Microphone Mute, and choose Yes (the default setting) to mute the microphone for auto-answered calls. -
Page 25: Rejecting Calls With Enable Do Not Disturb
Polycom RealPresence Trio Solution User Guide To decline an incoming call: » From the Incoming Call window, select Decline The call goes directly to voicemail. Rejecting Calls with Enable Do Not Disturb When you enable DND, the following occurs: ● The DND icon is displayed in the status bar. -
Page 26: Forwarding Incoming Calls
Polycom RealPresence Trio Solution User Guide To disable Do Not Disturb: » Navigate to Settings > Features > Do Not Disturb and tap Disable. Forwarding Incoming Calls You can choose to forward an incoming call to a contact or forward all incoming calls to one of your contacts. -
Page 27: End An Audio Call
Polycom RealPresence Trio Solution User Guide 2 If the system has multiple lines, select a line. 3 From the Forwarding Type Select screen, tap Disable Call Forwarding. End an Audio Call You can end an active call on the system at any time. You cannot end calls on hold. You must resume held calls before ending them. -
Page 28: Choose A Default Transfer Type
Polycom RealPresence Trio Solution User Guide ● Consultative transfer Speak with the other party before completing the transfer. Choose a Default Transfer Type You can choose a default transfer type to use for all calls or choose a transfer type during a call. When you choose a default transfer type, you can press the Transfer soft key, and the system uses the set transfer type for all calls. -
Page 29: Manage Calls From The Calls Screen
Polycom RealPresence Trio Solution User Guide Manage Calls from the Calls Screen From the Calls screen, you can manage a call by holding, resuming, or transferring the call. To manage a call from the Calls screen: 1 Select a call. -
Page 30: Unmute Audio
Polycom RealPresence Trio Solution User Guide Unmute Audio Unmute your audio when you are ready to speak and let your contacts hear. To unmute the microphone: » During a call, do one of the following: Tap Unmute Tap the Mute key on the system. -
Page 31: Conference Calls
Conference Calls You can initiate and manage up to 12 audio conference calls on the RealPresence Trio 8800. You can also place video conference calls with contacts and view video for up to six participants. See the section Video Calls for more information on video conference calls. -
Page 32: Add Additional Participants To A Conference Call
Polycom RealPresence Trio Solution User Guide Add Additional Participants to a Conference Call You can add up to four contacts to a conference call. To add additional participants to a conference call: 1 During an active conference call, tap Add Participant. -
Page 33: Manage Conference Call Participants
Polycom RealPresence Trio Solution User Guide To resume a held conference call: » Tap Resume Manage Conference Call Participants If your system administrator enables the conference management feature, you can mute and remove participants from the conference, as shown next. -
Page 34: Video Calls
Video Call Settings When you update video settings, you change the way all video calls display for a RealPresence Trio 8800. If you update settings during a call, the new settings apply to the next call and not the current call. -
Page 35: Change Video Clarity
Polycom RealPresence Trio Solution User Guide To set the maximum call rate to use for video calls: 1 Navigate to Settings > Basic > Call Rate. 2 From the Call Rate screen, select the maximum call rate you want to use for video calls. You can choose a call rate between 128 kbps and 4096 kbps. -
Page 36: Place A Video Call
Polycom RealPresence Trio Solution User Guide To change the way far-end video displays: 1 Navigate to Settings > Basic > Video > Video Screen Mode. 2 Tap Video Screen Mode (Full Screen). 3 Select Normal, Full, or Crop. 4 Tap Save. -
Page 37: Handling Conference Calls With Video
The person whose video you see is the active speaker or the last person with video enabled who joined the conference. Viewing all video participants requires the use of a Polycom Video Conference Bridge. For more information, contact your Polycom reseller. -
Page 38: Record Audio Calls
Pause a Recording You can pause a recording during a call at any time while the call is active. To pause a recording: » Select > Pause Recording. The paused recording icon displays at the top of the call screen. Polycom, Inc. -
Page 39: Resume A Recoding
Caution: Removing a USB flash drive during a recording Polycom recommends that you do not remove the USB flash drive while recording. The file being recorded will be incomplete and cannot be played back later. When you remove the USB flash drive while recording, you can also damage the flash drive. -
Page 40: Pause And Resume Played Recordings
Polycom RealPresence Trio Solution User Guide Note: You cannot play recordings during active calls You cannot open and play recordings when you are in an active call or if you're recording a call. If you try to, a message indicating that the action was canceled is displayed. Place the call on hold before playing the recordings. - Page 41 Polycom RealPresence Trio Solution User Guide 2 From the Browse Recordings screen, select a recording. 3 Select Delete. Polycom, Inc.
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Page 42: Sharing Content
When a RealPresence Trio Visual+ is connected to a TV monitor and paired with the RealPresence Trio 8800, you can show content to in-room meeting participants and during audio or video calls. You can use the following applications or devices to show content: ● Polycom ® ®... -
Page 43: Download And Install People+Content Ip
USB cable and no network connection is required. To show content over USB: 1 Connect a USB cable from the USB port on the RealPresence Trio 8800 to the USB port on your computer. A folder with the People+Content IP application opens automatically. - Page 44 Polycom RealPresence Trio Solution User Guide On a Mac computer, navigate to Finder then search for and run the People+Content IP application. 3 Open the content you want to show, and click Polycom, Inc.
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Page 45: Using The Calendar
Using the Calendar When your RealPresence Trio 8800 is configured to connect to the Microsoft Exchange Server, you can ® ® view and join meetings scheduled in Microsoft Outlook from the RealPresence Trio 8800. Open the Calendar You can access the calendar on the system to view and join scheduled meetings. You can view meetings for the current day and upcoming meetings. -
Page 46: Return To Day View
Meeting Reminder Choose a Meeting Reminder Type You can choose to have the following types of meeting reminders on the RealPresence Trio 8800: ● Silent The meeting reminder is displayed and no alert tone plays. ● Audible Once An alert tone plays the first time a meeting reminder is displayed, but does not play for additional reminders for the meeting. -
Page 47: Choose An Alert Tone
Polycom RealPresence Trio Solution User Guide To choose the type of meeting reminder: 1 Navigate to Setting > Basic > Preferences > Calendar Settings > Reminder Settings. 2 From the Reminder Settings screen, select Reminder Type, and choose a type. -
Page 48: Join A Meeting From A Meeting Reminder
Polycom RealPresence Trio Solution User Guide Join a Meeting from a Meeting Reminder You can join a meeting from the meeting reminder when it displays before a meeting. To join a meeting from a meeting reminder: » Tap Join. Join a Meeting with an Alternate Number If the meeting organizer has provided alternate numbers you can use to join the meeting, you can choose to view and use alternate numbers to join the meeting. -
Page 49: Call Lists And Directories
Call Lists and Directories RealPresence Trio 8800 supports a Recent Calls list, a Local Directory, and a Corporate Directory. The system can also support a BroadSoft Directory, depending on your server and if enabled by your system administrator. The system may not support all of the features described in this section. Check with your system administrator to find out which features are available. -
Page 50: Delete A Recent Call Entry
Polycom RealPresence Trio Solution User Guide To save a contact to your Local Directory: 1 From the Call Details screen, tap Save. 2 If needed, edit the contact’s information. 3 Tap Save. Delete a Recent Call Entry You can delete a recent call entry from the Recent Calls list. -
Page 51: Add A Contact To The Local Directory
Polycom RealPresence Trio Solution User Guide To search for a contact: 1 Navigate to Contacts > Local Directory. 2 In the Local Directory, enter your search criteria in the Search field. A list of search results is displayed. Add a Contact to the Local Directory When you add a contact to your Local Directory, you can choose how much information you want to enter for your contact. -
Page 52: Favorites
Polycom RealPresence Trio Solution User Guide 2 From the Details screen, tap Delete Contact. A confirmation message is displayed, confirming that you want to delete the contact. 3 Tap Yes to delete the contact. Favorites Favorites are the contacts in your Local Directory that you will call most often. Contacts that you add as favorites display on the Home screen. -
Page 53: Perform A Quick Search
Polycom RealPresence Trio Solution User Guide Perform a Quick Search A quick search enables you to search for contacts using either their first name, last name, or by typing a few letters in their name. To perform a quick search of the Corporate Directory: 1 Navigate to Contacts >... -
Page 54: Searching The Broadsoft Directory
Polycom RealPresence Trio Solution User Guide Searching the BroadSoft Directory You can access and search the BroadSoft Directory on the system, and you can choose to perform a standard or advanced search for contacts. Perform a Simple Search A simple search enables you to search for contacts using either their first name, last name, or by typing a few letters in their name. - Page 55 Polycom RealPresence Trio Solution User Guide To add a BroadSoft contact to the Local Directory » In the Details screen, tap Add to local directory. Polycom, Inc.
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Page 56: Voicemail And Pages
Access Voicemail Messages You are notified of new voicemail messages on the RealPresence Trio 8800 in the following ways: ● The number of voicemails displays on the Voicemail option in the menu. -
Page 57: Receiving Pages
Polycom RealPresence Trio Solution User Guide ● Normal By default, broadcasts sent to groups 1 to 23 are considered Normal broadcasts. If two users begin a broadcast on the same group at the same time, the system with the lower serial number continues to transmit while the other system enters the receiving state. - Page 58 Polycom RealPresence Trio Solution User Guide To listen to a page during a call: » Do one of the following, For pages that play automatically during a call, hold the call to hear only the page. For Pending pages, select Accept or hold the call.
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Page 59: Connecting Bluetooth Devices And Laptops
Connecting Bluetooth Devices and Laptops You can connect a laptop or mobile devices to the RealPresence Trio 8800 using a USB cable, Bluetooth, or Near Field Communication (NFC). When you connect a device to the system, you can play audio from audio calls, video calls, music players, or videos on the system. -
Page 60: Connect A Bluetooth Device Using Near Field Communication
USB ports on the system. Connecting a Laptop to the System Before you connect your laptop to the RealPresence Trio 8800, make sure your laptop meets the minimum hardware and software requirements shown in the following table. Polycom, Inc. -
Page 61: Connect A Device Or Laptop
Setting RealPresence Trio 8800 as Your Audio Device In order to use the RealPresence Trio 8800 system to play audio from calls or media on your connected laptop, you need to set the system as your audio device. The following sections provide information on setting the system as your audio device in RealPresence Desktop, and for your laptop. -
Page 62: Set The System As Your Audio Device For Your Laptop
Set the System as Your Audio Device for Your Laptop When your laptop is connected to the RealPresence Trio 8800, you can set the system as the default audio device for your laptop and play audio from music and videos using the system’s speakers. -
Page 63: System Settings
To update the time and date display: 1 Navigate to Settings > Basic > Preferences > Time & Date. 2 From the Time & Date screen, do one of the following: Polycom, Inc. -
Page 64: Disable The Time And Date Display
Polycom RealPresence Trio Solution User Guide Select Clock Date to change the date format. Select Clock Time to change the time format. Select Clock Order to change the order of the time and date display. 3 From the Clock Date, Clock Time, or Clock Order screen, select the format you want. -
Page 65: Change The Backlight Timeout
Polycom RealPresence Trio Solution User Guide 7 From the Maximum Intensity screen, select Up or Down, or drag your finger along the slider, to increase or decrease the maximum intensity the screen displays. Change the Backlight Timeout The backlight automatically turns on with any system activity. By setting the Backlight Timeout, you can determine how long the system should be idle before the backlight dims to its Backlight Idle intensity. -
Page 66: Change Timeouts
Polycom RealPresence Trio Solution User Guide To change your office hours: 1 Navigate to Settings > Basic > Power Saving > Office Hours > Start Hour. 2 From the Start Hour screen, select a day of the week. 3 Enter a start time using the 24-hour clock. You can enter a start time from 0 to 23. -
Page 67: Control Where Audio Plays
Polycom RealPresence Trio Solution User Guide 3 From the Ring Type screen, select Normal Ring Type for all incoming calls or Private Ring Type for private calls. 4 Select a ringtone and tap Play to hear the ringtone. 5 Tap after you select your ringtone. -
Page 68: Accessibility Features
This section provides information for accessibility features available on the RealPresence Trio 8800. Features for Hearing-Impaired Users The following table lists the accessibility features on the RealPresence Trio 8800 for hearing-impaired users. Accessibility Features on RealPresence Trio 8800 for Hearing-Impaired Users... -
Page 69: Features For Mobility-Impaired Users
(see Answer Calls Automatically). Features for Mobility-Impaired Users The following table lists the accessibility features on the RealPresence Trio 8800 for mobility-impaired users. Accessibility Features on RealPresence Trio 8800 for Mobility-Impaired Users Accessibility Feature... -
Page 70: Maintaining The System
2 Select Yes. The restart process begins, and the process ends when the Home screen is displayed. Update the System Configuration Your system administrator may ask you to update the system configuration, which you can do without restarting the system. Polycom, Inc. -
Page 71: Test System Hardware
Polycom RealPresence Trio Solution User Guide To update the system’s configuration: 1 Navigate to Settings > Basic > Update Configuration. A confirmation message is displayed. 2 Select Yes. The configuration is updated. The system may restart, depending on the system settings that have changed. -
Page 72: Troubleshooting
● Make sure your device is on the same network as the room system. ● Contact your system administrator for additional help. Tips for Resolving Camera Issues If the USB camera is not working during a video call, try one of the following solutions: Polycom, Inc. - Page 73 Polycom RealPresence Trio Solution User Guide ● Check that the RealPresence Trio Visual+ is paired and connected with the RealPresence Trio 8800 (see the section Check the Status of RealPresence Trio Visual+). ● Disconnect the USB camera from the RealPresence Trio Visual+ then reconnect the camera.
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