Page 3 - About this Guide
iii About this Guide This guide introduces you to the Polycom Open Telepresence Experience (OTX ) 300, explains how to use the Touch Panel, describes what you can expect to see on the displays during meetings in the OTX room, and provides general guidelines for conducting successful meetings. This g...
Page 5 - Contents
Contents Polycom, Inc. v Contents 1 Introducing the OTX 300 . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Key Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2 2 Using the Touch Panel . . . . . . . . . . . . . . . . . . . . . . . . . . ...
Page 7 - List of Figures
List of Figures Polycom, Inc. vii List of Figures Figure 2-1 Start Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Figure 2-2 Home Screen — Enhanced UI (Not in a Call) . . . . . . . . . . . . . . . . . . . 2-3 Figure 2-3 Home Screen — Classi...
Page 9 - Introducing the OTX 300
1–1 1 Introducing the OTX 300 Imagine walking into a comfortable professional meeting environment, taking a seat, and starting a conversation with your counterpart located across the world. Without any technology in the way, you can focus on the business at hand. Welcome to telepresence conferencing...
Page 10 - Key Features and Benefits
Polycom OTX 300 User Guide 1–2 Key Features and Benefits The key features and benefits of the Polycom OTX 300 include: Feature Benefit Appealing design The OTX room has been designed with a fresh look and feel that provides broader global appeal and a more consistent meeting experience. Critical too...
Page 13 - Using the Touch Panel; About the Enhanced and Classic User Interfaces; • Enhanced UI
2–1 2 Using the Touch Panel The Touch Panel is your interface to the Polycom Open Telepresence Experience. It enables you to place video and audio calls, hang up calls, control the audio, and perform other telepresence conferencing tasks. The Touch Panel is located on the table within easy reach of ...
Page 14 - Accessing the Home Screen; Start
Polycom OTX 300 User Guide 2–2 state. If the response time is consistently longer than this or if you receive no response, contact the Help Desk as described in the Getting Help section on page 2-31 . Accessing the Home Screen The first screen you typically see on the Touch Panel is the Start screen...
Page 15 - Enhanced User Interface; Polycom
Using the Touch Panel 2–3 Enhanced User Interface The Home screen for the Enhanced UI provides you with access to the buttons you typically use during a telepresence conference. For example, you can use the Home screen to place speed dial calls, change the volume, and view the call indicators. Figur...
Page 16 - Classic User Interface
Polycom OTX 300 User Guide 2–4 Classic User Interface The Home screen for the Classic UI provides you with access to the buttons you typically use during a telepresence conference. For example, you can use the Home screen to place speed dial calls, change the volume, and view the call indicators. Fi...
Page 17 - Understanding the Touch Panel Indicators
Using the Touch Panel 2–5 Understanding the Touch Panel Indicators When you are in a call, the Touch Panel Home screen displays information you may need during the call. Figure 2-4 Home Screen — Enhanced UI (In a Call) This is what you can expect to see on the Home screen when you are in a call: • C...
Page 19 - Close Up; Calling with the Enhanced UI
Using the Touch Panel 2–7 • The optional Close Up and Wide Shot camera view buttons appear if your system administrator has set up this option. Figure 2-6 Home Screen: In a Call (with Camera Views Buttons) — Touch Close Up if you want the near site camera to zoom in. — Touch Wide Shot if you want th...
Page 20 - Making and Hanging Up Speed Dial Calls; Speed Dialing Calls
Polycom OTX 300 User Guide 2–8 Making and Hanging Up Speed Dial Calls To enable you to speed dial calls, your system administrator must first set up the speed dial numbers for your site. Each of these speed dial numbers will correspond to a Speed Dial button on the Home screen. The Speed Dial button...
Page 21 - Hanging Up Calls; Making Calls Using Meeting Composer
Using the Touch Panel 2–9 2 Touch the audio Speed Dial button that corresponds to the telephone number you want to call. For example, if you often call the CEO’s cell phone, you might see an audio Speed Dial button called “CEO Cell”. You can simply touch that button to place a call to that number. H...
Page 22 - Connect
Polycom OTX 300 User Guide 2–10 Meeting Composer is available only with the Enhanced UI. If you are using the Classic UI, refer to Calling with the Classic UI on page 2-25 . Figure 2-7 shows the Meeting Composer screen. The left side of the screen enables you to select the sites you want to call. Wh...
Page 23 - Selecting Sites Using Meeting Composer; Meeting Composer
Using the Touch Panel 2–11 • Refer to the following table for information about the site icons on the Meeting Composer screen. Selecting Sites Using Meeting Composer From the left side of the Meeting Composer screen, you can select the sites you want to call. This section describes the various metho...
Page 25 - Previous Page
Using the Touch Panel 2–13 2 Touch Speed Dial. The Meeting Composer Speed Dial view appears. Figure 2-9 Meeting Composer Speed Dial View — Enhanced UI Note that the icons on the Meeting Composer Speed Dial buttons display a right arrow to indicate that using the button will add the site to the Confe...
Page 26 - Local
Polycom OTX 300 User Guide 2–14 Selecting a Site Using the Address Book To enable you to select sites using the Local and Global address books, your system administrator must first configure the address books so that you can access them from your site. To select a site using the address book: 1 Touc...
Page 28 - Enter
Polycom OTX 300 User Guide 2–16 3 Touch the Local or the Global address book. 4 Touch Keyboard . A keyboard is displayed on the full screen. Figure 2-12 Full Screen Keyboard — Enhanced UI 5 Using the keyboard, enter any string of characters to search for the name of the site. (Partial strings are ac...
Page 29 - Making and Hanging Up Calls Using Meeting Composer; Clear
Using the Touch Panel 2–17 Making and Hanging Up Calls Using Meeting Composer Once you have added the sites you want to call to the Conference List on the right side of the Meeting Composer screen, you can make the call to those sites as described in this section. Making and Hanging Up a Multipoint ...
Page 32 - Using Polycom Conferencing for Outlook; Joining a Meeting Using Polycom Conferencing for Outlook; Calendar
Polycom OTX 300 User Guide 2–20 Using Polycom Conferencing for Outlook The Polycom Conferencing for Outlook feature enables you to use the Enhanced UI on the Touch Panel to view a list of scheduled meetings and to join those meetings. To use this feature, your system administrator must configure you...
Page 33 - Join Now
Using the Touch Panel 2–21 2 Touch the meeting you want to join from the list of meetings that appears on the right side of the screen. — A green icon appears to the left of available meetings. — A gray icon appears to the left of meetings that have already occurred. Once you touch a valid meeting t...
Page 34 - Leave Meeting
Polycom OTX 300 User Guide 2–22 3 Touch Join Now . Your OTX 300 will then automatically connect to the meeting you selected. Once you have connected, the Join Now button will change to a Leave Meeting button. Figure 2-18 Polycom Conferencing for Outlook Screen with Meeting Details
Page 35 - Responding to Meeting Reminders; Yes
Using the Touch Panel 2–23 Responding to Meeting Reminders When a meeting is about to start, the Polycom Conferencing for Outlook screen displays a meeting reminder on the right side of the screen. To respond to meeting reminders: • Press Yes to join the meeting. • Press No to cancel the reminder. F...
Page 36 - Leaving a Meeting Using Polycom Conferencing for Outlook
Polycom OTX 300 User Guide 2–24 Leaving a Meeting Using Polycom Conferencing for Outlook To leave a meeting using Polycom Conferencing for Outlook: >> Touch Leave Meeting . If you select another available meeting, the Join Now button will reappear. Figure 2-20 Polycom Conferencing for Outlook ...
Page 38 - Next Page
Polycom OTX 300 User Guide 2–26 Speed Dialing Video Calls To speed dial a video call when you are using the Classic UI: 1 Touch Polycom . The Home screen for the Classic UI appears . . Figure 2-21 Home Screen — Classic UI Touch the video Speed Dial button that corresponds to the site you want to cal...
Page 39 - Audio Dial
Using the Touch Panel 2–27 Speed Dialing Audio Calls To speed dial an audio call when you are using the Classic UI: 1 Touch Audio Dial . The Audio Dial screen for the Classic UI appears. Figure 2-22 Audio Dial Screen — Classic UI 2 Touch the audio Speed Dial button that corresponds to the telephone ...
Page 40 - Manually Dialing Calls; Manually Dialing Video Calls; Video Dial; Back
Polycom OTX 300 User Guide 2–28 Manually Dialing Calls With the Classic UI, you can manually dial both video calls and audio calls. Manually Dialing Video Calls To manually dial a video call when you are using the Classic UI: 1 Touch Video Dial . The Video Dial screen for the Classic UI appears. Fig...
Page 41 - Manually Dialing Audio Calls; Hanging Up Audio Calls
Using the Touch Panel 2–29 Manually Dialing Audio Calls To manually dial an audio call when you are using the Classic UI: 1 Touch Audio Dial . The Audio Dial Screen for the Classic UI appears as shown in Figure 2-22 on page 2-27 . 2 Enter the telephone number that you want to call using the touch pa...
Page 42 - Answering Calls; Answering Video Calls; Answering Audio Calls; Controlling Audio; Volume Up
Polycom OTX 300 User Guide 2–30 Answering Calls This section describes how to answer video or audio calls that you receive when in an OTX room. Answering Video Calls When you receive a video call, you hear a ringing sound. To answer a video call: >> You do not have to do anything to answer the...
Page 43 - Getting Help; Understanding Error Messages
Using the Touch Panel 2–31 Getting Help This section lists the error message that you may receive on the Touch Panel when you place a call that does not connect. It also describes how to contact the Help Desk whenever you need help with the OTX. Understanding Error Messages If you make a call using ...
Page 45 - Viewing People and Content; Viewing People
. 3–1 3 Viewing People and Content What can you expect to see on the displays during a telepresence conference in an OTX room? That depends on the type of system you are calling at the other site and whether your call is to one site (point-to-point) or multiple sites (multipoint). This chapter descr...
Page 48 - Viewing Content
Polycom OTX 300 User Guide 3–4 Likewise, in the OTX room, the image automatically adjusts so you see a real-size view of the people in the RPX suite. This is the view in the OTX room: Figure 3-2 Example of an Adjusted Display in an OTX Room Viewing Content Your OTX enables you to view content (such ...
Page 49 - Accessing the Content Monitors; Using a Laptop
Viewing People and Content 3–5 Accessing the Content Monitors In OTX rooms, there are three content monitors located in the table.Depending on how your system is configured, these three content monitors may automatically lift when content is shared; therefore, be sure to keep the area above the cont...
Page 50 - Content; Laptop
Polycom OTX 300 User Guide 3–6 3 Display the content on your laptop screen, and then do one of the following: — If the laptop is the only content source, touch Content at the top of the Touch Panel screen. — If there is more than one content source: a Touch Content at the top of the Touch Panel scre...
Page 53 - Using a Document Camera
Viewing People and Content 3–9 5 Touch Start to start sharing content. Figure 3-6 Start Button on People+Content IP Toolbar 6 Touch Zoom to zoom in on an area of your content. 7 Touch Stop to start sharing content. Figure 3-7 Stop Button on People+Content IP Toolbar Using a Document Camera If your O...
Page 54 - Doc; Doc Cam
Polycom OTX 300 User Guide 3–10 — If the other site in the conference uses traditional (standalone) video conferencing equipment, the document appears on their content monitor. If the site has only one display, the document appears on that display. 5 When you are done using the document camera, touc...
Page 55 - Conducting Successful Meetings; Meeting Tips; Video Tips; Audio Tips
4–1 4 Conducting Successful Meetings Conducting a successful meeting in an OTX room is easy. Because you don’t have to manage cameras, microphones, speakers, remote controls, and other equipment, you can be free to concentrate on making your meeting as effective as possible. Meeting Tips This sectio...
Page 56 - Document Camera Tips
Polycom OTX 300 User Guide 4–2 Other helpful audio tips you should consider include: • When speaking, you do not have to direct your speech to a certain location or speak louder than normal. Simply speak in your normal tone of voice. • As in any meeting, you should refrain from sidebar conversations...
Page 57 - Reser ving a Polycom OTX Room
Conducting Successful Meetings 4–3 Reser ving a Polycom OTX Room In some organizations, you can use a Polycom OTX room at any time, whereas at other organizations, you must reserve the room. When reserving an OTX room, keep these guidelines in mind: • If your organization has signed up for VNOC serv...