Page 2 - Trademarks
Polycom Inc. 2 RealPresence ® CloudAXIS ™ Suite User Guide Copyright ©2013, Polycom, Inc. All rights reserved. 6001 America Center Drive San Jose, CA 95002 USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without th...
Page 3 - Contents; Terms and Writing Conventions
Polycom Inc. 2 Contents About This Guide .......................................................................................................... 6 Terms and Writing Conventions ...................................................................................... 6 Information Elements .............
Page 5 - About This Guide; RealPresence; Conventions Used in this Guide; Attendee; An attendee refers to anyone in the meeting.; Presenter; participants with presenter rights can share content.; Information Elements
Polycom Inc. 2 About This Guide This user guide shows you how to create and participate in recordable online web conference meetings from the Services Portal in the Polycom ® RealPresence ® CloudAXIS ™ Suite. This section contains common terms, descriptions of writing conventions, and a description ...
Page 7 - What’s in this Guide?; Chapter 1: Getting Started
Polycom Inc. 2 Convention Description Underlined Blue Used for URL links to external Web pages or documents. If you click on text in this style, you will be linked to an external document or Web page. Blue Text Used for cross references to other sections within this document. If you click on text in...
Page 8 - Getting Started; Minimum Software Requirements
9 Getting Started Chapter 1: The CloudAXIS portal enables you to create and participate in recordable online video conference meetings. Depending on the organization's policy, you can also invite contacts on Skype ™, Facebook, or Google Talk™ to join the meetings. Before you get started using the po...
Page 9 - Minimum Software Component; Learning the Minimum Requirements; Troubleshooting; Mobile application. Refer to the release notes for Polycom
Creating and Managing Your Meetings Polycom Inc. 2 Minimum Software Component Requirements Minimum Browser Requirements Supported Bandwidth, Video Format, and Resolutions Minimum Hardware Requirements See the remainder of this user guide for information about creating and participating in me...
Page 10 - Minimum Software Component Requirements; Microsoft Internet Explorer; Supported Bandwidth, Video Format, and Resolutions; Minimum Hardware Requirements
Creating and Managing Your Meetings Polycom Inc. 2 Minimum Software Component Requirements CloudAXIS installs two plug-ins to enable video and social features: the CloudAXIS Client Plug-in and the CloudAXIS Social Plug-in. The CloudAXIS Client Plug-in enables SIP audio/video services and is download...
Page 12 - Accessing the Portal
13 Creating and Managing Your Chapter 2: Meetings The Services Portal gives you two options for creating online video conference meetings: meetings that start immediately and meetings scheduled for a later time. To create meetings, you must have a user or admin account. Log in to the portal with you...
Page 13 - Creating Meetings; Scheduling a Meeting; Schedule; Schedule a Meeting; Meeting Name; Agenda
Creating and Managing Your Meetings Polycom Inc. 2 Creating Meetings This section shows you how to schedule a meeting for a later date and how to start a meeting immediately. Scheduling a Meeting To schedule a meeting, log in to the Services Portal, and follow the instructions outlined in this secti...
Page 14 - Managing Your Address Book.
Creating and Managing Your Meetings Polycom Inc. 2 ○ Date and Time Click inside the text box to display a calendar. Use the calendar to schedule the day, and use the Hour and Minute sliders to schedule the start time. When finished, click Done . ○ Duration Click inside the text box to display Hour a...
Page 15 - Host Passcode; Confirm Details; CONFIRM
Creating and Managing Your Meetings Polycom Inc. 2 ○ Host Passcode To require a passcode to enter a meeting as a presenter, enter a passcode in the Host Passcode text box. An attendee who enters this passcode will enter the meeting as a presenter. Use this option to ensure security when accessing th...
Page 16 - Starting a Meeting Immediately; To start a meeting immediately, log in to the portal and click
Creating and Managing Your Meetings Polycom Inc. 2 Starting a Meeting Immediately To start a meeting immediately, log in to the portal and click Meet Now . If the Passcode mandatory checkbox has been selected by the admin on the Settings > Conference Settings screen, you must enter a passcode in ...
Page 17 - Selecting Video; Viewing Your Scheduled Meetings; Calendar; Starting Your Scheduled Meetings; Viewing Your
Creating and Managing Your Meetings Polycom Inc. 2 Selecting Video Preferences. For help with inviting participants, see Inviting Participants during a Meeting . Viewing Your Scheduled Meetings Select the Calendar tab to view your scheduled meetings. When the Calendar screen opens, sort through your...
Page 18 - Managing Your Scheduled Meetings; Editing Your Scheduled Meetings; To edit your scheduled meeting:; Viewing Your Scheduled Meetings.
Creating and Managing Your Meetings Polycom Inc. 2 Selecting Video Preferences. Note: Host Option The Host option appears five minutes before the meeting is scheduled to start. The meeting’s creator, however, cannot log in until the time the meeting is scheduled. Managing Your Scheduled Meetings Sch...
Page 21 - Verify the meeting details and click; Confirm; . Each invited participant will receive the
Creating and Managing Your Meetings Polycom Inc. 2 6 Verify the meeting details and click Confirm . Each invited participant will receive the Meeting details in an email, shown next.
Page 22 - Deleting your Scheduled Meetings; To delete your scheduled meeting:; Managing Your Address Book; Adding Contacts; Address Book; Contacts; Add a Contact
Creating and Managing Your Meetings Polycom Inc. 2 Deleting your Scheduled Meetings This section shows you how to delete a scheduled meeting. Note: Completed Meetings and Meetings in Progress Meetings that have already completed or are currently in progress cannot be deleted. To delete your schedule...
Page 23 - Add a contact; Editing Contacts
Creating and Managing Your Meetings Polycom Inc. 2 3 Enter the following in the Add a contact screen text boxes. ○ First Name Enter the contact’s first name. ○ Last Name Enter the contact’s last name. ○ Email Address Enter the contact’s email address. ○ Contact Number Enter the contact’s phone numbe...
Page 24 - Deleting Contacts
Creating and Managing Your Meetings Polycom Inc. 2 4 Edit any of the information in the following text boxes. ○ First Name Edit the contact’s first name. ○ Last Name Edit the contact’s last name. ○ Email Address Edit the contact’s email address. ○ Contact Number Edit the contact’s phone number. 5 Cl...
Page 25 - Confirm the contact and click; Managing Your Personal Details; Log into your Services Portal account, and select the
Creating and Managing Your Meetings Polycom Inc. 2 4 Confirm the contact and click Delete. Managing Your Personal Details This section shows you how to manage and change your personal profile details. 1 Log into your Services Portal account, and select the icon at the top right of the portal. The Ed...
Page 28 - Participating in Meetings; Joining a Meeting
29 Participating in Meetings Chapter 3: The meeting’s creator logs in to the portal, invites participants, enters the meeting as a presenter, and assigns presenter privileges to participants. Presenters and participants view the meetings through the portal interface screen, which opens in a web brow...
Page 29 - Presenter Rights
Participating in Meetings Polycom Inc. 2 Approving Presenter Rights Ending a Meeting Inviting Participants during a Meeting Controlling the Display Screen Leaving a Meeting Managing Privacy Settings Changing Your Camera
Page 30 - Changing
Participating in Meetings Polycom Inc. 2 Changing Your Microphone and Speakers
Page 31 - Requesting Presenter Rights
Participating in Meetings Polycom Inc. 2 Requesting Presenter Rights Sharing Your Content Viewing Shared Content Using Group Chat Accessing the DTMF Keypad
Page 32 - Accessing the DTMF Keypad; Meeting Code; Join Bridge
Participating in Meetings Polycom Inc. 2 Accessing the DTMF Keypad Note: RealPresence Mobile If you are participating from a tablet or phone device using the RealPresence® Mobile (RPM) application, see the RPM support site for useful information on using the application. Joining a Meeting To join a ...
Page 35 - Selecting Video Preferences; Meet Now; Video Preference Description Table; Start
Participating in Meetings Polycom Inc. 2 Selecting Video Preferences The video preference screen, shown next, displays video options for you to choose before entering a meeting. The meeting’s creator enters the video preference screen when selecting the Meet Now option and when accessing a scheduled...
Page 37 - Meeting Experience Options
Participating in Meetings Polycom Inc. 2 Meeting Experience Options Meetings are viewed in a screen that provides several video conference options. Some options are available to presenters only while others are available to both presenters and participants. This section provides an example meeting e...
Page 40 - Recording a Meeting; of the meeting’s
Participating in Meetings Polycom Inc. 2 Icon User Type Description All attendees Toggles your own video stream display in your interface screen. For more display options, see Controlling the Display Screen. All attendees Toggles the video stream display of all other meeting attendees in your interf...
Page 41 - Retrieving a Recording of a Meeting; To assign presenter rights:; Click the
Participating in Meetings Polycom Inc. 2 Note: Recording Meetings See your RSS admin to confirm that meetings can be recorded. Retrieving a Recording of a Meeting To obtain a copy of a recorded meeting, contact your RSS administrator. Assigning Presenter Rights Presenters assign presenter rights to ...
Page 42 - Approving Presenter Rights; To approve presenter rights:; Ending a Meeting; End Event
Participating in Meetings Polycom Inc. 2 Approving Presenter Rights When a participant requests presenter rights, a blue bubble appears in the roster icon with a number for each request, shown next. Only presenters receive and approve presenter right requests, enabling the participant to share conte...
Page 43 - Select; Yes; Inviting Participants during a Meeting; Inviting Participants with an Email Message; icon to open up a new email; To invite participants:; From the portal interface screen, click the
Participating in Meetings Polycom Inc. 2 Select Yes . Inviting Participants during a Meeting The portal enables two ways of inviting users to a meeting: via social connector contact lists and via email message. Inviting Participants with an Email Message The portal enables you to invite participants...
Page 44 - Skype
Participating in Meetings Polycom Inc. 2 2 Click Contacts > . The Contacts screen is displayed with options for adding contacts from the following social connectors: ○ Skype ™ To add contacts from your Skype ™ account, you must have Skype™ installed and running on your device. While Skype ™ is ru...
Page 45 - Log In; Controlling the Display Screen; Hiding and Displaying Your; Leaving a Meeting; Ending
Participating in Meetings Polycom Inc. 2 3. Click Log In (first time access only). 4. Remove unwanted preferences (keep Access Facebook Chat ). 5. Click Allow. 6. Select Show Contacts . Your available contacts display in list. Select the icon for each contact you want to invite. Select the icon next...
Page 46 - Managing Privacy Settings; Hiding and Displaying Your Video Stream; Changing Your Camera; To change your camera:
Participating in Meetings Polycom Inc. 2 Managing Privacy Settings This section shows you how to activate and deactivate the portal privacy settings. There are two types of privacy: audio and video. These can be used together to enable both audio and video privacy or separately to enable audio-only ...
Page 48 - Changing Your Microphone and Speakers; This section shows you how to change your microphone and speakers.; To change your microphone:
Participating in Meetings Polycom Inc. 2 Changing Your Microphone and Speakers This section shows you how to change your microphone and speakers. To change your microphone: 1 From the portal interface screen, click the icon to display your portal ’s main menu, shown next. Note: Menu Options Instead ...
Page 49 - Test
Participating in Meetings Polycom Inc. 2 2 Select Audio Settings > . The Audio Devices screen appears, shown next. 3 The Audio Devices screen displays microphone options in the Audio Input section and speaker options in the Audio Output section. See the following to change your microphone or spea...
Page 50 - Sharing Your Content; To request presenter rights:; Click on the; Check to be a presenter; Click; Ask
Participating in Meetings Polycom Inc. 2 Requesting Presenter Rights Participants can request presenter rights from a current presenter when they want to share content. This section explains how the request for presenter rights is made. For instructions on how to share content, see Sharing Your Cont...
Page 51 - Assigning Presenter Rights; To share your content:; Monitor 1
Participating in Meetings Polycom Inc. 2 Sharing Your Content When a participant becomes a presenter, they are able to share their desktop. This section shows you how to share your content after receiving presenter privileges. For assigning presenter rights, see Assigning Presenter Rights . To share...
Page 52 - Viewing Shared Content; Group Chat
Participating in Meetings Polycom Inc. 2 3 Click Share Now to share your desktop in the meeting. The Share Now button changes to Stop Sharing and three icons appear at the top of your desktop, shown next. Select the left icon to toggle your audio stream, the middle icon to toggle your video stream, ...
Page 54 - A DTMF keypad is available for entering DTMF commands.; To access the DTMF keypad
Participating in Meetings Polycom Inc. 2 Accessing the DTMF Keypad A DTMF keypad is available for entering DTMF commands. To access the DTMF keypad 1 Click the icon to display you r portal’s main menu. Note: Menu Options Instead of the portal’s main menu, a previous menu selection may appear. If you...
Page 55 - You can now enter DMTF commands.
Participating in Meetings Polycom Inc. 2 You can now enter DMTF commands.
Page 56 - This section contains troubleshooting for the following issues:; Unable to Create Meetings; RealPresence CloudAXI; Unable to Launch the Welcome Screen
57 Troubleshooting Chapter 4: This chapter provides troubleshooting procedures to assist with solving such problems as video, audio, and loading screen errors. If you are experiencing problems, begin by confirming the basic requirements listed in Learning the Minimum Requirements . If all requiremen...
Page 58 - Experiencing Issues with Internet Explorer; Receiving the Camera Silhouette Image; Experiencing Echoes During the Meeting
Troubleshooting Polycom Inc. 2 Experiencing Issues with Internet Explorer If scheduled meetings are not displayed in the Calendar , newly created contacts are not displayed in the Address Book , or a newly created user is not displayed in User Management when the portal is displayed in Internet Expl...
Page 59 - Resolving Miscellaneous Audio Issues; Playback Devices
Troubleshooting Polycom Inc. 2 9 Increase the Microphone Level . 10 Click OK until all screens are closed. Resolving Miscellaneous Audio Issues Starting with Vista, Windows introduced a process called audiodg.exe to perform audio enhancements. Depending on the enabled enhancements, audiodg.exe can t...
Page 60 - Getting Help; Related Documents; Polycom Support; The Polycom Community
Polycom Inc. 61 Getting Help Chapter 5: Related Documents For more information about installing, configuring, and administering Polycom products, refer to Documents and Downloads at Polycom Support . The Polycom Community The Polycom Community gives you access to the latest developer and support inf...