Close the Onscreen Keyboard................16 Logging In to and Locking the System............17 Signing In to Skype for Business on Poly Trio ..............17 Sign In Using Your Skype for Business User Credentials........17 Sign In Using Your Skype for Business PIN Authentication........17 Sign In to Skype for Business Using Web Sign In..........18...
Page 3
Contents Calling Contacts from the Directory................23 Place a Call from a Locked Phone................. 24 Placing Intercom Calls....................24 Redial a Number....................... 25 Answering Audio Calls...................... 26 Answer an Incoming Call..................26 Answer a Call When in a Call.................27 Answer Calls Automatically..................27 Answer a Call on a Locked Phone.................
Page 4
Adjust Video Quality......................44 Adjust Camera Tracking Settings..................45 Switch Between Video and Content during Video Calls............45 Handling a Mixture of Audio and Video Calls ..............46 Camera Presets on Poly Trio Systems................46 Store Camera Presets....................46 Rename Stored Camera Presets................47 Recording Audio Calls..................48 Guidelines When Recording Calls..................
Page 5
Contents Sharing Content on Poly Trio Systems............52 Sharing Content with RealPresence Desktop or Mobile........... 52 Sharing Content with the Polycom Content Application............53 Sharing Content with People+Content IP................53 Download and Install Polycom People+Content Technology......... 53 Share Content using People+Content IP............... 53 Stop Sharing Content with People+Content IP............
Page 6
Contents Add a Contact to the Local Directory..............65 View Contact Details....................65 Update a Local Directory Contact's Information............. 65 Delete a Local Directory Contact................65 Local Directory Favorites....................65 Add Favorites......................66 Remove a Favorite....................66 Corporate Directory......................66 Search the Corporate Directory................66 Perform an Advanced Search of the Corporate Directory........66 Add Corporate Directory Contacts to the Local Directory........
Page 7
Change User Detection for Power Saving Mode............82 Control Where Audio Plays....................82 Set a Ringtone for Incoming Calls..................82 Update Your Skype for Business Presence..............83 Maintaining Poly Trio ..................84 Investigate Warnings......................84 Reboot Your Phone......................84 Update the Phone's Configuration ................... 85 Test the Hardware......................
▪ Polycom RealPresence Group Series video collaboration system Note: The Poly Trio 8500 system, Poly Trio 8800 system, and Poly Trio Visual+ accessory are also known as the Polycom Trio 8500 system, Polycom Trio 8800 system, and Polycom Trio Visual+ accessory.
Page 9
Before You Begin ▪ Polycom Collaboration Services help your business succeed and get the most out of your investment through the benefits of collaboration.
• Pairing with the Polycom RealPresence Group Series system • Placing video calls with a Polycom EagleEye Mini USB camera, Poly EagleEye Cube USB camera, Poly Studio camera, or Logitech C930e webcam • Adjusting the camera and setting camera presets for a connected USB camera...
Adjusting the camera and setting camera presets for a connected USB camera Poly Trio System Hardware Overview The following figures display the hardware features on the Poly Trio systems. The tables list each numbered feature shown in its respective figure.
Page 12
Getting Started with Poly Trio Poly Trio 8500 System Figure 1: Poly Trio 8500 System Hardware Features Poly Trio 8500 System Hardware Feature Descriptions Reference Number Feature Feature Description Speaker and Microphones Sends your audio to call participants and provides audio output for the ringer and speakerphone.
Page 13
Getting Started with Poly Trio Poly Trio 8800 System Figure 2: Poly Trio 8800 System Hardware Features Poly Trio 8800 System Hardware Feature Descriptions Reference Number Feature Feature Description Speaker and Microphones Sends your audio to call participants and provides audio output for the ringer and speakerphone.
Place a Call screen—Enables quick access to the dial pad, Recent Calls, Contacts, and Calendar. Access the Home Screen The Home screen on the Poly Trio system displays the icons you can select to access features, settings, and other information; additional registered lines; and favorites you can save to quickly call contacts.
Page 15
Getting Started with Poly Trio Accessing the Place a Call Screen The Place a Call on the Poly Trio displays when you select Place a Call on the home screen or when the system is idle, if set by your administrator.
87 Enter Information Using the Onscreen Keyboard The onscreen keyboard available on the Poly Trio systems enable you to enter information into text fields using the touchscreen. The onscreen keyboard displays on screen automatically when a text field displays. When a text field...
Getting Started with Poly Trio The following icons also display on the keyboard: • Letters - Displays alphabetical letters • Uppercase - Shifts to uppercase letters • Lowercase - Shifts to lowercase letters • Numbers and Punctuation - Displays numbers and punctuation marks •...
Signing In to Skype for Business on Poly Trio ▪ Locking Poly Trio You can log in to and lock a Poly Trio system with your Skype for Business user credentials provided by your system administrator. Signing In to Skype for Business on Poly Trio...
Logging In to and Locking the System Note: If you input the wrong credentials and lock your account, contact your system administrator. Sign In to Skype for Business Using Web Sign In Use the Web Sign In method to sign in to a phone with your Skype for Business online account using a web browser.
If your system administrator has set up the system to lock when it isn’t in use, you need to unlock it before you can use the system. You can use your lock code to unlock Poly Trio systems. With the system locked, you can: ▪...
Logging In to and Locking the System Change Your Lock Code You can change your lock code at any time while signed in to your Skype for Business account. Procedure 1. Navigate to Settings > Advanced > Administration Settings > Device Lock. 2.
Audio Calls A plus sign (+) displays. 2. Enter the phone number with the country code and select Dial Place a Call from Recent Calls You can place calls to contacts from the Recent Calls list, which contains calls that were recently placed, answered, or missed.
Procedure 1. Connect your device with the phone over Bluetooth. 2. On your device, place a call to a contact and select Poly Trio as your audio source. Related Links Connecting Devices Using Bluetooth...
Procedure » From the Place an Authorized Call screen, select a number and select Dial. Related Links Locking Poly Trio on page 19 Placing Intercom Calls Like a normal call, the intercom feature enables you to place a call to a contact. An intercom call differs from a normal call in that the call recipient's phone answers automatically as long as they don't have an active call.
Audio Calls 4. After the call is answered, speak your message and select Hang Up 5. Select Resume Redial a Number Your phone automatically keeps a record of all calls placed. You can recall the last contact you called using Redial, if enabled by your system administrator. Procedure 1.
Audio Calls Answering Audio Calls When you receive an incoming call on your phone, you can choose to answer the call in a number of different ways. Answer an Incoming Call When you receive an incoming call, the phone rings and an Incoming Call screen displays. In the Incoming Call screen, you can choose to answer or reject the incoming call.
When you set up your phone to accept incoming calls when it’s locked, you can answer the calls by entering a user password. Procedure 1. On the Incoming Call screen, select Answer. 2. Enter your user password and select Enter. The call connects. Related Links Locking Poly Trio on page 19...
Audio Calls Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically as long as you don't have an active call already. If the phone answers an intercom call with your microphone muted, you must unmute your microphone before responding to the call.
Audio Calls Resume a Call You can view and resume all held calls on the phone. Procedure » Do one of the following: • Select Resume. • From the Calls screen, select the call and select Resume. Transferring Calls You can transfer active or held calls to another person using the following transfer types: •...
Audio Calls • If the default type is Consultative, select Consult and dial a number or select a contact from Recent Calls or Contacts. Select Complete Transfer after speaking with the contact. • If the default type is Blind, select Menu and select Consult .
Audio Calls Disable Do Not Disturb You can disable DND when you are ready to resume receiving calls again. Procedure » Go to Settings > Features > Do Not Disturb and select Disable. Forwarding Incoming Skype for Business Calls You have more options for forwarding calls when you use a phone registered with the Skype for Business Server.
Audio Calls Forward a Call to Voicemail When you are signed into Skype for Business, you have the option to forward calls directly to your voicemail. Note: The Forward to Voicemail option is available only when voicemail is enabled. If voicemail is disabled, you can’t select the Forward to Voicemail option.
Audio Calls • Select Transfer to send the call to another contact. Mute the Microphones You can mute the microphone so other parties can't hear you. Procedure » Do one of the following: ▪ Select Mute ▪ Select the Mute key on the phone.
• Managing Skype for Business Conference Participants You can initiate and manage a maximum of 24 Skype for Business conference calls on the Poly Trio , however, you can have only one active conference call in progress. You can also manage individual participants, enable announcements, and lock a conference.
Conference Calls Initiate a Group Conference Call You can initiate conference call with a group of Skype for Business contacts from a supported Poly Trio. Procedure 1. Go to Contacts > Groups. 2. On the Groups screen, select a group.
Conference Calls Viewing a List of Skype for Business Conference Participants When you initiate or join a conference call, the conference participants automatically display in a Participants list. The list only displays participants in the conference call; it does not display any calls on hold, as shown next.
Conference Calls As a presenter, you can manage call participants in the following ways: • Mute all participants or individual participants. • Remove participants from the conference call. • Promote an attendee to presenter or demote a presenter to an attendee. •...
Conference Calls • Select Make Presenter to promote a participant to presenter. • Select Make Attendee to demote a host to attendee. The participant is now an attendee or presenter and can manage conference participants. Enable and Disable Conference Announcements When enabled, announcements play whenever a host mutes or unmutes the audience, locks or unlocks the conference, removes a conference participant, or when a new person joins the conference.
Page 40
Conference Calls Procedure » Select the participant and do one of the following: • Select Admit to join the participant to the call. • Select Deny to prevent the participant from joining the call.
You can pair any Poly Trio system with a Poly Trio Visual+ system. ▪ You can pair a Poly Trio 8500 or Poly Trio 8800 system with a Poly Trio Visual+ or VisualPro system. Poly Trio systems support the following cameras when paired with a Poly Trio Visual+: ▪...
Video Call Settings You can update video settings to change the way video calls display on your Poly Trio system. Note that if you update settings during a call, the new settings apply to the next call and not the current call.
The number of layout options available to you and the combinations you can choose vary with the number of monitors connected to the Poly Trio system and depend on how your administrator configures the default layout. If you are using two or more monitors, you can configure which screen(s) to show content on. For example, if using two monitors, you can configure content to show on one or both monitors.
Video Calls on Poly Trio Systems Change How Far-End Video Displays You can adjust video settings to control the appearance of video received from the far-end. You can adjust the appearance of the far-side video so that it displays as one of the following: •...
Procedure » In the Call screen, select Start My Video. Adjust the Camera Position During a Call You can control the position of a Poly camera during or before a video call. Procedure 1. Do one of the following: ▪...
Switch Between Video and Content during Video Calls By default, when you or a video participant starts sharing content during a video call on Poly Trio systems, the content automatically displays in place of participant video streams during the call. You can choose to display the video streams for participants or display any content being shared.
Camera direction ▪ Snapshot of the camera view Store Camera Presets You can store camera presets during a call or when the Poly Trio system is idle with a connected Poly camera. Procedure 1. Do one of the following: ▪...
Video Calls on Poly Trio Systems Rename Stored Camera Presets By default, presets are named in the order they are set, starting with "Preset 1". You can rename stored presets with a name that identifies the camera position or zoom level.
Delete a Recording You can connect a USB flash drive to a Poly Trio system and record audio calls onto the drive. Recordings save as WAV (.wav) files on the USB flash drive, and you can record up to 4 hours in one WAV file.
Recording Audio Calls Record a Call You can record all active audio calls on the phone. Make sure to inform your contacts on the call before you begin recording. Some things to note about recording: • You can’t record when there are no connected calls, when you place a new call to transfer a call or initiate a conference, or when you have an incoming call.
Play a Recorded Call You can play back calls that you recorded on a USB flash drive connected to Poly Trio . Note: You can’t open and play recordings when you are in an active call or if you’re recording a call. If you try to, the phone cancels the action.
Recording Audio Calls Stop Playing a Recording When you’re finished listening to a recording, you can stop playing it by exiting the recording. Procedure » Select Exit. Rename a Recording By default, recordings are labeled with the date of the recording. You can rename recordings to provide them with more meaningful names.
• Share Content using the Polycom Content Application You can share content in and out of calls when your Poly Trio system is paired with a Poly Trio Visual+, Trio VisualPro, or RealPresence Group Series system. You can use the following applications to share content: •...
On a Mac computer, navigate to Finder then search for and run the People+Content IP application. 2. Enter the IP address or host name of the Poly Trio system and the meeting password, if one is set. 3. Click Connect.
Procedure 1. Connect a USB cable from the USB port on the Poly Trio to the USB port on your computer. A folder with the People+Content IP application opens automatically. 2. If the application folder does not open automatically, on your computer, do one of the following: •...
Share Content Out of a Call Using Skype for Business When you are not in a Skype for Business call, you can share content with the Poly Trio using the Skype for Business client, or you can use the RealPresence Desktop, RealPresence Mobile, or People + Content IP applications.
Share Content Automatically When Idle You can share content using a Poly Trio VisualPro or RealPresence Group Series system while the Poly Trio system is idle. After you end the call and the Poly Trio system is idle, the content displays automatically.
Page 58
Sharing Content on Poly Trio Systems Procedure 1. In the Polycom Content application, click Screen Sharing, and choose one of the following options: • Nearby Rooms • Recent Rooms • Find Other Rooms 2. Optional: If prompted, enter the security code displayed on the connected monitor or select Menu...
When connected to Microsoft Exchange Server, you can view and join meetings scheduled in Microsoft Outlook from your phone.If you have a device such as Poly Trio Visual+ paired to your Poly Trio system, you can connect to the call from the monitor as well.
Using the Calendar View a Different Exchange Calendar If enabled by your system administrator, you can access a Microsoft Outlook calendar that isn’t associated with the Skype for Business user account signed into your phone. To view scheduled meetings on another Outlook calendar, you can sign into a second Exchange Server account on the phone.
Using the Calendar View Meeting Details When you select a meeting on the calendar, you can view the meeting’s start and end time, location, organizer, invitees, and meeting description. Figure 11: Meeting Details Procedure » On the calendar, select a meeting. Meeting Reminders When you have a scheduled meeting on the calendar, a meeting reminder displays and an alert tone plays 5 minutes and 1 minute before a meeting starts.
Using the Calendar Figure 12: Meeting Reminder Note: If you have enabled meeting reminders but the reminders don’t display before meetings, make sure that your login credentials are correct. Choose a Meeting Reminder Type You can choose a meeting reminder type that determines if an alert tone plays each time a meeting reminder displays.
Using the Calendar Joining Calendar Meetings You can join any scheduled meeting from the calendar or from a meeting reminder. Join a Meeting from the Calendar You can join meetings from the Calendar or from Meeting Details. Procedure » Do one of the following: •...
Recent Calls The Recent Calls list on Poly Trio includes missed, received, and placed calls. Each list holds up to 100 entries. When the phone is registered with the Skype for Business Server, you can view the last 99 Skype for Business calls in the Recent Calls list on the phone, in the Skype for Business client on the ®...
Call Lists and Directories Procedure 1. Tap Info next to a call entry. 2. Tap Edit 3. Edit the number then select Dial. Delete a Recent Call Entry You can delete any call entry from the Recent Calls list. If you delete or move call entries on the phone, the changes save to that phone only. If you delete call entries in the Skype for Business client, the changes save to that phone and in the Skype for Business client.
Call Lists and Directories 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. You’re required to only enter a contact number for each new contact. Procedure 1.
Call Lists and Directories Add Favorites You can add any contact in the local directory as a favorite. When you add a contact as a favorite, the contact displays on the Home screen. Procedure 1. Navigate to Contacts > Local Directory. 2.
64 Skype for Business Contacts When you’re signed into your Skype for Business account on a Poly phone, your phone displays up to 3,000 contacts and groups created in your Skype for Business client in the Contacts list.
View a Skype for Business Contact's Information You can view contact information for each of your Skype for Business contacts on supported Poly phones, and make calls directly to any of the available numbers for your contact, including directly to a contact's voicemail.
Update Your Skype for Business Presence Search for Skype for Business Contacts With the Skype for Business Address Book Service (ABS) enabled on Poly Trio, you can search for Skype for Business and Microsoft Outlook contacts in the Skype for Business Directory.
Call Lists and Directories Add Skype for Business Contacts to the Contact List You can search for Skype for Business contacts on the phone and add those contacts to the Contacts list. When you add a contact, you can view contact and presence information for that contact on the phone. Procedure 1.
Access Skype for Business Voicemail Messages You can view individual voicemail messages for Skype for Business calls on Poly Trio. For each voicemail message, you can view the contact who left the message, the contact's presence status, and the status of the voicemail message.
Voicemail and Pages Mark Message as Read You can choose to mark unread messages that you don’t want to listen to as read. Marking a message as read removes the message alert. Procedure » Select a message and select Mark As Read. Receiving Messages with Group Paging You can receive pages from any paging groups you’re subscribed to.
Voicemail and Pages Procedure » 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. Receiving Pages When You're Not in an Active Call When you receive a page and you aren’t in an active call, the page immediately plays, regardless of the paging priority.
• Connecting a Device Using a USB Cable You can connect a USB or Bluetooth-enabled laptop or mobile device to a Poly Trio system. You can also connect Bluetooth-enabled devices to Poly Trio 8800 systems using Near Field Communication (NFC).
» On your device, turn on Bluetooth and select the name of the system in available devices. Connect a Bluetooth Device Using Near Field Communication You can connect a Poly Trio 8800 system to a Bluetooth-capable mobile phone or tablet using Near Field Communication (NFC).
• Skype for Business Connect a USB Device or Laptop When you connect your Poly phone to a laptop or mobile device, you can use it as a microphone and speaker. Procedure » Connect your laptop or device to the micro USB port on the side of the phone.
Page 78
Connecting Bluetooth and USB Devices Set the Phone as Your Audio Device in RealPresence Desktop After you connect your laptop to the phone, you can set the phone as your audio device input and output device in the RealPresence Desktop application to play audio from the meeting using the phone's speakers and use the phone as your microphone.
Password Required to Access Basic Settings You can enable or customize many of the features available on Poly Trio from the Basic settings menu. However, if your system administrator configured the phone to require a password to access the Basic settings menu, you must provide a password to change any settings.
2. Select Time & Date and select Disable. Set the Language Poly phones support several languages that you can choose to display on the phone. Check with your system administrator to find out exactly which languages your phone supports. Procedure 1.
3. Select Enable or Disable. Power Saving Mode By default, Poly phones enter Power Saving Mode and turn off the screen after being idle for a certain period of time to conserve energy. You can determine the period of time that the phone is idle before the screen turns off, and you can set different idle timeouts for office hours and off hours, such as evenings and weekends.
Poly Trio Settings Note: By default, Poly Trio systems enter Power Saving Mode after a period of idle time to conserve energy. However, Poly Trio systems don’t enter Power Saving Mode while idle in the Bluetooth or Wi-Fi menus. To ensure that the system enters power saving mode, exit the Bluetooth or Wi-Fi menu.
You can set the level of sensitivity that the system uses to detect users within its proximity. When the Poly Trio detects users in its vicinity, the screen remains active. Set the sensitivity to 0 to disable the user detection feature for either office hours or off-hours.
Poly Trio Settings Update Your Skype for Business Presence You can update your Skype for Business presence status and presence information on the phone. When you change your presence on any device, the information is automatically updated in the Skype for Business client.
Maintaining Poly Trio Topics: • Investigate Warnings • Reboot Your Phone • Update the Phone's Configuration • Test the Hardware • Clean the Touchscreen When the phone isn’t operating properly, you can investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform.
Maintaining Poly Trio Update the Phone's Configuration Your system administrator may ask you to update the configuration for your phone to apply any changes to the phone settings, which you can do without rebooting it. Procedure 1. Go to Settings > Basic.
Page 87
Maintaining Poly Trio Note: If the screen is still dirty after cleaning, dampen a soft, lint-free cloth with an isopropyl alcohol and water solution of 50:50, then wipe the screen with the cloth. Always use the dampened cloth to apply the solution; never apply the solution directly to the screen because the solution could seep inside the screen or stain the phone.
Features for Mobility-Impaired Users • Features for Vision-Impaired and Blind Users Poly products include a number of features to accommodate hearing, vision, mobility, or cognitively impaired users. Features for Hearing-Impaired Users Your phone includes many features that enable users with hearing impairments to use various features on the phone.
10 Features for Vision-Impaired and Blind Users Poly phones include various features that enable users with visual impairments to use many of the features on the phone. The following table lists the accessibility features for visually impaired and blind users.
Page 90
Accessibility Features Accessibility Feature Description Microphone mute An audible alert plays when you mute or unmute the microphones using any of the Mute keys on the device or far-end system. The phone plays an alert periodically if the device is muted for a set period of time. Related Links Backlight Intensity and Timeout on page 79...
Check the Status of Paired Device If yours or the far-end's video stream or content is not displaying on the monitor, check that the Poly Trio Visual+, Trio VisualPro, or RealPresence Group Series system is on and paired with your Poly Trio system.
Troubleshooting Tips for Resolving Content Sharing Issues If your content is not showing when sharing content on a Poly Trio system, try one of the following solutions: • Make sure your device is on the same network as the room system.
Troubleshooting Send Log Files to the Skype for Business Server You can send log files for your phone to the Skype for Business server directly from your phone. Procedure » On the phone, go to Settings > Basic > Diagnostic Logs > Upload Logs. The phone uploads the logs to the server and your system administrator can access them to determine any issues with your phone.
Need help?
Do you have a question about the Trio 8500 and is the answer not in the manual?
Questions and answers