Polycom RealPresence Trio 8500 User Manual
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Summary of Contents for Polycom RealPresence Trio 8500
- Page 1 Poly TRIO 8500 | 8800 User Guide Poly RealPresence Trio 8500 | 8800 User Guide GoMomentum.com 888.538.3960...
- Page 2 Poly TRIO 8500 | 8800 User Guide Copyright © Momentum Telecom, Inc. 2022. All Rights Reserved. Any technical documentation that is made available by Momentum Telecom. is proprietary and confidential and is considered the copyrighted work of Momentum Telecom, Inc. Any products and/or product names mentioned in this document may be trademarked or registered trademarks or their respective companies, and are hereby acknowledged as such.
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Page 3: Table Of Contents
Poly TRIO 8500 | 8800 User Guide Contents Overview of RealPresence Trio Features ......................7 System Log In ............................... 9 Log In..................................9 Log Out ..................................9 Change System Log In Password ..........................9 System Lock ............................... 10 Lock the System ..............................10 Unlock the System .............................. - Page 4 Handle a Mixture of Audio and Video Calls ......................28 Share Content with RealPresence Desktop or Mobile .................... 29 Sharing Content with People+Content IP ....................... 29 Download and Install Polycom® People+Content™ Technology ................29 Share Content using People+Content IP ........................ 30 Stop Sharing Content with People+Content IP ....................... 30 Share Content with People+Content IP over USB ....................
- Page 5 Poly TRIO 8500 | 8800 User Guide Share Content with an HDMI or VGA Connection ....................31 Bluetooth Connections ............................31 Make the System Visible to Nearby Bluetooth Devices ..................31 Connect Using Bluetooth ............................31 Connect Using Near Field Communication (NFC) ....................32 Play Audio from a Bluetooth Device ........................
- Page 6 Poly TRIO 8500 | 8800 User Guide Set Meeting Alert Tone ............................41 Disable Meeting Reminders ............................ 41 Join Calendar Meetings ............................41 Join Using an Alternate Number ......................... 41 View a Different Exchange Calendar ........................41 Investigate Warnings ............................44 Restart the System .............................
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Page 7: Overview Of Realpresence Trio Features
Communication (NFC)-enabled devices directories Connecting to a wireless network Adjusting call and system settings Pairing with the Polycom Trio Visual+ Pairing with Bluetooth-enabled devices content and video accessory Checking voicemail messages Pairing with the Trio VisualPro content ... - Page 8 Poly TRIO 8500 | 8800 User Guide The RealPresence Trio offers impressive features to make conferencing and communicating easy. Touchscreen – Select items and navigate menus on the touch-sensitive screen. – Connect a Bluetooth-capable device using Near Field Communication (NFC) USB Port –...
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Page 9: System Log In
Poly TRIO 8500 | 8800 User Guide Access Trio Trios have icons, status indicators, and screens to help you navigate the user interface and understand important information on the state of the solution. For some systems, the Trio may be setup to require login to make use of feature and functionalities beyond making or accepting calls. -
Page 10: System Lock
Poly TRIO 8500 | 8800 User Guide System Lock Locking the system is an option to protect information and ensure users must log in to use the system. When in use, the system administrator provides users with a password to unlock the system and to answer calls when the system is locked. -
Page 11: Main User Screens
Poly TRIO 8500 | 8800 User Guide Main User Screens The following main screens display on the RealPresence Trio when in use: Home Screen Place a Call Screen Calls Screen Displays during active calls and Tap the Home icon offers access to in-call features, Tap the Place a Call icon... -
Page 12: Icons And Status Indicators
Poly TRIO 8500 | 8800 User Guide Icons and Status Indicators The key icons and status indicators that display on the touchscreen, include: Onscreen Keyboard The onscreen keyboard enables you to enter information into text fields using the touchscreen. The keyboard is displayed on screen automatically when a text field is shown. -
Page 13: Mute
Poly TRIO 8500 | 8800 User Guide If more than one language is enabled, a globe key displays on the phone keyboard to notify users that multiple language/keyboards are available for selection by using: Long-press on the globe key to view and choose from a list of enabled languages. -
Page 14: Place Audio Calls
Poly TRIO 8500 | 8800 User Guide Place Audio Calls You can place audio calls on the system in numerous ways, including placing international calls, placing calls from Recent Calls, placing calls to Contacts or Favorites, or calling authorized numbers on a locked system. -
Page 15: Bluetooth Call
Poly TRIO 8500 | 8800 User Guide Bluetooth Call On a Bluetooth enabled device: Select RealPresence Trio in the Bluetooth setting. Dial or place a call to a contact on the device. RealPresence Trio Select the as the audio source when prompted. Locked / Logged Out Call Trio systems can be setup to allow calls to specific Authorized calls when the device is locked. -
Page 16: Answer Audio Calls
Poly TRIO 8500 | 8800 User Guide Answer Audio Calls When the system receives an incoming call, the system rings and displays the Incoming Call Screen. Answer an Incoming Call Answer to take the call. If an incoming call is received during an active call on the same or different line, a call waiting tone beeps, and the Incoming Call window is displayed. -
Page 17: Decline Incoming Calls
Poly TRIO 8500 | 8800 User Guide Decline Incoming Calls Select Decline in the incoming call window. The call will go directly to voicemail if that is setup. End Audio Calls Active calls may be ended on the system at any time, however calls on hold must be resumed first. To end active calls, do one of the following: Current Call: Tap... -
Page 18: Forward Incoming Calls
Poly TRIO 8500 | 8800 User Guide Forward Incoming Calls Users can choose to forward an incoming call to a contact or to forward all incoming calls to a contact. This feature cannot be used on shared lines. In the Incoming Call screen, tap Menu and select Forward. -
Page 19: Transfer Calls
Poly TRIO 8500 | 8800 User Guide Transfer Calls Users may define a default transfer type to use for all calls or choose a transfer type during a call. When a default transfer type is defined, the system uses the set transfer type for all calls when the Transfer soft key is used. -
Page 20: Recording Guidelines
Record Audio Calls A USB flash drive can be connected to a Polycom Trio system to be used to record audio calls onto the drive. Recordings are stored as .wav files on the USB flash drive. Users can record up to four hours in one file and replay the recordings on the system or on a computer. -
Page 21: Manage Recorded Calls
Poly TRIO 8500 | 8800 User Guide Manage Recorded Calls Once calls are recorded and saved on a USB drive, users may review, play and edit or remove those recordings from the USB drive when it is connected to Trio. Browse Recorded Calls Connect the USB flash drive to Trio. -
Page 22: Tips For Conference Calls
Poly TRIO 8500 | 8800 User Guide Conference Calls Users can initiate and manage up to 12 audio conference calls on a Polycom Trio system, and place video conference calls and view video streams for video-enabled participants. Tips for Conference Calls Users can initiate a conference call with up to four contacts. -
Page 23: Remove A Conference Participant
Poly TRIO 8500 | 8800 User Guide Remove a Conference Participant If the system administrator has enabled the feature, users can remove individual Conference Management participants from a conference call. During a conference call, tap to select a conference participant. Hang Up The selected participant is removed from the conference call. -
Page 24: Video Call Settings
Video Call Settings Video settings can be updated to change the way video calls display your Polycom Trio system. Note that if settings are updated during a call, the new settings apply to the next call and not the current call. -
Page 25: Manage Near-End Video Clarity
- The video of the active speaker or the meeting content displays in full screen. Tap Save. Manage Near-End Video Quality Users may adjust camera settings on the Polycom Trio system to improve video quality being sent out during a call. Select... -
Page 26: Manage Far-End Video Display
Tap Save. Manage Camera Tracking Users can modify the camera tracking settings on the Polycom Trio system. Tracking is available only when using the Polycom ® EagleEye™ Director II camera or Polycom ®... -
Page 27: Manage Stored Camera Presets
Camera zoom level Camera direction Snapshot of the camera view Camera presets can be stored during a call or when the Polycom Trio system is idle. Select Camera or, tap Menu and select Camera. Adjust the camera settings to your desired position and zoom level. -
Page 28: Start Video During An Audio Call
By default, the content automatically displays in place of participant video streams during the call when you or a video participant starts sharing content during a video call on Polycom Trio. Users may choose to display the video streams for participants or to display any content being shared using the Toggle People/Content feature. -
Page 29: Share Content With Realpresence Desktop Or Mobile
User Guide Share Content Users can share content in and out of calls when the Polycom Trio system is paired with a Polycom Trio Visual+, Trio VisualPro, or RealPresence Group Series system. The following applications can be used to share content: Polycom®... -
Page 30: Share Content Using People+Content Ip
People+Content IP application. Enter the IP address or host name of the Polycom Trio system and the meeting password, if one is set. Click Connect. Open the content you want to share with others via Trio. -
Page 31: Share Content From Windows Or Android Devices
Poly TRIO 8500 | 8800 User Guide Share content from Windows or Android Devices The Polycom Trio solution supports the following Android and Windows devices: Microsoft Surface 3 Pro and Surface 4 Pro ® Samsung Galaxy smartphones and tablets with software Android 4.2 or later. -
Page 32: Connect Using Near Field Communication (Nfc)
OS X 10.11.x (El Capitan) Desktop Client or Application Polycom RealPresence Desktop USB Connector A USB 3.0 port is required for 1080p calling. Connecting the system to a USB 2.0 or USB 1.0 port can result in reduced performance. -
Page 33: Set Realpresence Trio As Your Audio Device
Poly TRIO 8500 | 8800 User Guide Set RealPresence Trio as Your Audio Device In order to use the RealPresence Trio 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 34: Manage Time And Date Display
Poly TRIO 8500 | 8800 User Guide Manage Time and Date Display The time and date are displayed in the status bar section of the screen. When the system cannot obtain a time and date, the time and date display flashes. If this happens, or if the time and date are incorrect, contact your system administrator. -
Page 35: Modify The Backlight Maximum Intensity
Poly TRIO 8500 | 8800 User Guide Modify the Backlight Maximum Intensity While in the Backlight Intensity setting screen: Tap the Maximum Intensity option. (increase) or Down (decrease), or drag your finger along the slider to increase or decrease the maximum intensity. Back when finished to return and make changes to other Backlight settings, or Exit... -
Page 36: Modify Timeouts
Poly TRIO 8500 | 8800 User Guide Modify Timeouts The period of time the system is idle before the screen turns off may be defined. Different timeouts for office hours (Office Hours Idle Timeout) and non-office hours (Off Hours Idle Timeout) may be specified. -
Page 37: Manage Number Formatting
Recent Calls The Recent Calls list on Polycom Trio includes lists for Missed, Received, and Placed calls. Each list holds up to 100 of the most recent entries. he following management tasks may be performed within the Recent Calls list:... -
Page 38: Place A Call From Recent Calls
Poly TRIO 8500 | 8800 User Guide Place a Call from Recent Calls Place calls to contacts in the Recent Calls list, which displays calls that were recently placed, answered, or missed. Recent Calls (in Calls screen or Home screen) Tap on a number in the list and the call is automatically placed. -
Page 39: Favorites
Poly TRIO 8500 | 8800 User Guide Favorites Favorites are the contacts in your Local Directory that you want displayed on the Home Screen. Generally, because the numbers are called most often. Only three (3) Favorites display onscreen at a time, however, users can swipe the screen from right to left to display any additional Favorite contacts. -
Page 40: Add Corporate Directory Contacts To The Local Directory
When connected to Microsoft Exchange Server, users may view and join meetings that are scheduled in Microsoft Outlook from Polycom Trio or on the monitor connected to a device which is paired to your Polycom Trio system, such as the Polycom Trio Visual+. -
Page 41: Set Meeting Alert Tone
Poly TRIO 8500 | 8800 User Guide Audible Once – An alert tone plays the first time a meeting reminder displays, but does not display for any additional meeting reminders. Audible always – (Default) An alert tone plays each time a meeting reminder displays. Select Back ... - Page 42 Poly TRIO 8500 | 8800 User Guide Enter the information for the alternate Exchange account in the following fields: Exchange User Exchange Domain Exchange Password Tap OK. Sign The Exchange Service account’s calendar information is uploaded and displays on the system in place of the Skype for Business account associated with the system.
- Page 43 Poly TRIO 8500 | 8800 User Guide Accessibility Features The following table lists the accessibility features on the RealPresence Trio Solutions: Accessibility Feature Description Icons on the user screen indicate when the system has new Visual Message Indicators messages. Choose from a variety of ring tones for the system, (see Set Adjustable Ring Tone / Volume a Ringtone for Incoming Calls) Raise or lower the volume of the speaker to enhance or...
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Page 44: Investigate Warnings
Poly TRIO 8500 | 8800 User Guide System Maintenance When the system is unable to operate properly, users will be asked to perform maintenance, or investigate or troubleshoot issues. This section offers tips and help for these tasks. Investigate Warnings When the system is unable to perform certain tasks, a notification message is displayed in the status bar and on the Settings icon on the Home screen. -
Page 45: Test System Hardware
Poly TRIO 8500 | 8800 User Guide Test System Hardware The system administrator may ask you to access a diagnostics menu on the system to test its hardware. You can test the system’s microphones, speaker, handset, third-party headset (if present), keypad mappings, touchscreen, and LEDs. -
Page 46: Check Realpresence Trio Visual+ Status
Poly TRIO 8500 | 8800 User Guide Troubleshooting Tips Check RealPresence Trio Visual+ Status If the local or far-end’s video stream or content is not displaying on the monitor, check the status of the RealPresence Trio Visual+ and make sure the accessory is on and paired with the RealPresence Trio 8800. - Page 47 Poly TRIO 8500 | 8800 User Guide Customer Support A team of expert support professionals are here to assist with technical issues, questions related to billing, feature usage, service upgrades, as well as any other general inquiries you may have. Simply contact us and a representative will help you with your request.
- Page 48 Poly TRIO 8500 | 8800 User Guide GoMomentum.com 888.538.3960...
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