Poly RealPresence CloudAXIS Suite User guide

Polycom, Inc. 1

USER GUIDE

RealPresence

®

CloudAXIS

™

Suite

Software 1.3.1 | September 2013 | 3725-03305-003 Rev A

Polycom, In

c

Copyright

©

another la

n

without th

e

6001 Ame

r

San Jose,

USA

Trademark

s

Polycom®

,

service m

a

countries.

A

transmitte

d

written per

End User L

By installi

n

be bound

b

Patent Info

r

The acco

m

applicatio

n

Open Sour

c

This produ

three (3)

y

cost to Po

l

open sour

c

Disclaimer

While Pol

y

makes no

w

typographi

Limitation

o

Polycom a

this docu

m

without no

t

respective

(including

w

informatio

n

Customer

F

We are str

i

comments

Visit the P

o

product lic

e

c

.

©

2013, Polyco

n

guage or for

m

e

express writt

e

r

ica Center Dri

v

CA 95002

s

,

the Polycom l

a

rks of Polyco

m

A

ll other trade

m

d

in any form o

mission of Pol

y

icense Agreem

e

g, copying, or

b

y the terms a

n

r

mation

m

panying prod

u

s held by Poly

c

e Software Us

e

ct may contai

n

y

ears after the

l

ycom of ship

p

c

e software co

d

y

com uses rea

s

w

arranties or r

e

c

al or other er

r

o

f Liability

nd/or its respe

c

m

ent for any pu

r

t

ice. The entir

e

suppliers be li

a

w

ithout limitati

o

n

), even if Poly

c

F

eedback

i

ving to improv

to Document

a

o

lycom Suppo

r

e

nses, trouble

s

m, Inc. All righ

t

m

at, or transmit

t

e

n permission

o

v

e

ogo and the n

a

m

, Inc. and are

m

arks are pro

p

r

by any mean

s

y

com.

e

nt

otherwise usin

n

d conditions

o

u

ct may be pro

t

c

om, Inc.

e

d in this Prod

u

n

open source

distribution d

a

p

ing

or

distribu

t

d

e used in this

s

onable efforts

e

presentation

s

r

ors or omissio

c

tive suppliers

r

pose. Informa

t

e

risk arising o

u

a

ble for any di

r

o

n, damages f

o

c

om has been

e our docume

n

tionFeedback

@

r

t Center for E

n

s

hooting tips,

s

t

s reserved. N

o

t

ed in any for

m

o

f Polycom, In

c

a

mes and mar

k

registered an

d

p

erty of their re

s

, for any purp

o

g this product,

o

f the End Use

r

t

ected by one

o

u

ct

software. Yo

u

a

te

of

the appli

t

ing the softw

a

product, cont

a

to include acc

u

s

as to its accu

r

ns in the cont

e

make no repr

e

t

ion is provide

d

u

t of its use re

m

r

ect, conseque

o

r loss of busi

n

advised of the

n

tation quality

a

@

polycom.co

m

n

d User Licens

s

ervice request

o

part of this d

o

m

or by any me

a

c

.

k

s associated

w

d

/or common l

a

s

pective owne

r

o

se other than

you acknowle

d

r

License Agre

e

o

r more U.S. a

u

may receive

cable product

a

re to

you.

T

o

a

ct Polycom b

y

u

rate and up-t

o

r

acy. Polycom

e

nt of this docu

e

sentations ab

o

d

“as is” witho

u

m

ains with the

r

ntial, incidenta

n

ess profits, bu

possibility of

s

a

nd we appre

c

m

.

e Agreements

,

s, and more.

o

cument may

b

a

ns, electronic

w

ith Polycom

p

a

w marks in th

e

rs. No portion

h

the recipient'

s

d

ge that you h

a

e

ment for this

p

nd foreign pat

e

the open sou

r

or software a

t

o

receive softw

a

y

email at Ope

n

o

-date informa

t

assumes no li

a

ment.

o

ut the suitabil

u

t warranty of

a

r

ecipient. In n

o

a

l, special, puni

siness interru

p

s

uch damages

.

c

iate your feed

b

,

software dow

b

e reproduced

,

c

or mechanica

p

roducts are tr

a

e

United State

s

h

ereof may be

s

personal use,

ave read, und

e

p

roduct.

e

nts and/or pe

n

r

ce software f

r

t a charge not

a

re informatio

n

SourceVideo

@

t

ion in this doc

a

bility or resp

o

ity of the infor

m

a

ny kind and is

o

event shall P

o

i

tive, or other

d

p

tion, or loss o

f

.

b

ack. Email yo

w

nloads, produ

c

,

translated int

o

l, for any purp

o

a

demarks and

/

s

and various

o

reproduced o

r

without the e

x

e

rstand and ag

n

ding patent

r

om Polycom

u

greater than

t

n

, as well as th

@

polycom.co

m

ument, Polyco

m

o

nsibility for an

y

m

ation contain

e

subject to ch

a

o

lycom and/or

d

amages what

s

f

business

ur opinions an

d

c

t documents,

2

o

se,

/

or

o

ther

r

x

press

g

ree to

u

p to

t

he

e

m

.

m

y

e

d in

a

nge

its

s

oever

d

Polycom, In

c

Co

n

Abo

u

Co

T

I

n

T

W

h

G

e

1:

Le

a

M

S

M

L

o

Cr

e

2:

Ac

c

Cr

e

S

V

i

e

St

a

M

a

E

D

M

a

A

E

D

M

a

P

a

3:

Jo

i

Se

l

M

e

Re

c

Re

t

As

s

Ap

En

d

In

v

c

.

n

tent

s

u

t This Gu

i

nventions U

erms and Wr

n

formation El

e

y

pographic

C

h

at’s in this

G

e

tting Star

t

a

rning the M

M

inimum Soft

w

M

inimum Soft

w

M

inimum Bro

w

upported Ba

n

M

inimum Har

d

o

calization ...

e

ating an

d

c

essing the

e

ating Meeti

n

cheduling a

M

tarting a Me

e

wing Your

S

a

rting Your

S

a

naging You

r

diting Your S

D

eleting your

S

a

naging You

r

A

dding Conta

c

diting Conta

c

D

eleting Cont

a

naging You

r

a

rticipatin

g

i

ning a Meet

i

l

ecting

V

ide

o

eting Experi

c

ording a M

e

t

rieving a R

e

s

igning Pre

s

proving Pre

s

d

ing a Meeti

v

iting Partici

p

s

de ............

s

ed in this

G

iting Conven

t

e

ments .........

C

onventions ..

G

uide? .........

t

ed ............

inimum Req

w

are Require

w

are Compo

n

w

ser Require

m

n

dwidth, Vide

d

ware Requir

e

.....................

d

Managin

g

Portal ..........

n

gs ...............

M

eeting .........

e

ting Immedi

a

S

cheduled M

S

cheduled M

r

Scheduled

cheduled Me

S

cheduled M

e

r

Address B

o

c

ts .................

c

ts .................

a

cts ...............

r

Personal D

e

g

in Meetin

i

ng ...............

o

Preferenc

e

ence Optio

n

e

eting ..........

e

cording of

a

s

enter Right

s

enter Right

s

ng ................

p

ants Durin

g

.................

G

uide ...........

.

t

ions .............

.

....................

.

....................

.

....................

.

.................

uirements ..

.

ments ..........

.

n

ent Require

m

ents ...........

.

o Format, an

e

ments ........

.

....................

.

g

Your Me

e

....................

.

....................

.

....................

.

a

tely .............

.

eetings .......

.

eetings .......

.

Meetings ....

.

etings ..........

.

e

etings ........

.

o

ok ..............

.

....................

.

....................

.

....................

.

e

tails ...........

.

gs ............

....................

.

e

s .................

.

n

s .................

.

....................

.

a

Meeting ....

.

s

..................

.

s

..................

.

....................

.

g

a Meeting .

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

m

ents ...........

.

....................

.

d Resolution

s

.

....................

.

....................

.

e

tings .......

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.....................

.

....................

.................

.

....................

.....................

s

...................

.....................

.................

.

....................

.

....................

.....................

.

....................

.

....................

.

....................

.....................

.

....................

.....................

.

....................

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.................

....................

.

....................

.

....................

.

....................

.

....................

.

.................

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

3

..... 5

.

...... 5

....... 5

....... 6

.

...... 7

..... 8

.

...... 8

....... 8

....... 9

..... 10

... 11

.

.... 11

.

.... 12

..... 12

..... 15

.

.... 15

.

.... 15

.

.... 16

..... 16

..... 20

.

.... 20

..... 20

..... 21

..... 22

.

.... 23

... 25

.

.... 26

.

.... 27

.

.... 29

.

.... 32

.

.... 33

.

.... 33

.

.... 34

.

.... 35

.

.... 35

Polycom, In

c

I

n

I

n

Co

Le

a

M

a

H

M

Ch

Re

q

Sh

a

V

i

e

Us

Ac

c

Tr

o

4:

Un

Re

c

Re

c

Re

c

Lo

g

Ex

p

Re

c

Fo

r

Re

s

Ex

p

Ex

p

Re

s

G

e

5:

c

.

n

viting Partici

p

n

viting Partici

p

ntrolling the

a

ving a Mee

t

a

naging Priv

a

H

iding and Di

s

M

uting and U

n

anging You

r

anging You

r

q

uesting Pr

e

a

ring Your

C

e

wing Share

d

i

ng Group C

c

essing the

o

ublesho

o

able to Crea

able to Lau

n

able to Add

able to Host

able to Sen

d

able to See

M

c

eiving “Un

a

c

eiving “Ext

c

eiving a Bl

u

g

in Fields D

o

p

eriencing I

s

c

eiving the

C

r

got and Ch

a

s

olving Aud

i

p

eriencing

E

p

eriencing

L

s

olving Mis

c

e

tting Help

p

ants with an

p

ants from Y

o

Display Sc

r

t

ing ...............

a

cy Settings

s

playing Your

n

muting Your

r

Camera ......

r

Microphon

e

senter Righ

C

ontent .........

d

Content ....

hat ...............

DTMF Keyp

a

o

ting .........

t

e Meetings

n

ch the Welc

an Active Di

or Join Me

e

d

Email Noti

f

M

y Skype C

o

a

ble to Crea

t

ernal Serve

r

u

e Video Sc

r

o

Not Appea

s

sues with I

n

C

amera Silh

o

a

nge Passw

o

i

o Issues .....

E

choes Duri

n

L

ow Audio fr

o

c

ellaneous

A

................

Email Mess

a

o

ur Social C

o

r

een .............

.

....................

.

....................

.

Video Strea

m

Microphone

.

....................

.

e

and Speak

e

ts ................

.

....................

.

....................

.

....................

.

a

d ................

.

.................

....................

.

ome Screen

rectory Use

r

e

tings ...........

.

ications ......

.

o

ntacts ........

.

t

e a Confere

n

r

Not Set” M

e

r

een .............

.

r ..................

.

n

ternet Expl

o

uette Imag

e

o

rd Request

s

....................

.

n

g the Meeti

n

o

m a Partici

p

A

udio Issues

.................

a

ge ...............

.

o

nnector Con

t

.

....................

.

....................

.

....................

.

m

..................

.

....................

.

....................

.

e

rs ...............

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

r

...................

.

....................

.

....................

.

....................

.

n

ce with a P

e

ssage .........

.

....................

.

....................

.

o

rer ..............

.

e

...................

.

s

..................

.

....................

.

n

g .................

.

p

ant .............

.

....................

.

.................

.....................

t

act Lists .......

.

....................

.

....................

.

....................

.....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

e

rsonal VM

R

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.................

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

R

” Message .

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

....................

.

.................

4

..... 35

.

.... 38

.

.... 39

.

.... 39

..... 39

.

.... 40

.

.... 41

.

.... 43

.

.... 44

.

.... 45

.

.... 45

.

.... 47

... 49

.

.... 50

.

.... 50

.

.... 50

.

.... 50

.

.... 50

.

.... 50

.

.... 51

.

.... 51

.

.... 51

.

.... 51

.

.... 52

.

.... 52

.

.... 52

.

.... 52

.

.... 52

.

.... 52

.

.... 53

... 54

Polycom, In

c

Ab

o

This user

from the

S

This secti

guide co

n

Con

v

This user

with thes

e

Term

s

A

s you re

you famili

conferen

c

 Att

 Pr

e

pre

rig

h

 Pa

r

 Me

 Co

n

pa

r

Infor

m

The follo

w

Icons Use

Name

Note

A

dminis

t

c

.

o

ut T

h

guide shows

S

ervices Port

a

on contains

c

n

tents.

v

entio

n

guide contai

n

e

terms, elem

s

and

W

ad this guide

arize yoursel

f

c

ing tasks.

e

ndee - An

a

e

senter - Pre

s

senter rights,

h

ts and more

r

ticipant - P

a

e

ting - Meeti

n

tent Share

-

r

ticipants with

m

ation

E

w

ing icons ar

e

d in this Guid

I

c

t

rator Tip

h

is G

u

you how to

c

a

l in the Poly

c

ommon term

n

s Us

e

n

s terms, gra

ents, and co

n

W

riting C

, you will noti

c

f

with these t

e

a

ttendee refe

r

s

enters are g

and end the

than one par

t

a

rticipants re

c

ngs are activ

e

-

Content sh

a

presenter ri

g

E

lement

s

e

used to ale

r

e

c

on De

s

Th

e

ne

e

a c

Th

e

pr

o

u

ide

c

reate and p

a

c

om

®

RealPr

e

s, descriptio

n

e

d in t

h

p

hical eleme

n

ventions will

onventi

o

c

e the same

t

e

rms and co

n

r

s to anyone i

ranted speci

a

meeting. Th

e

t

icipant is all

o

c

eive audio a

n

e

web confer

e

a

re displays t

h

g

hts can shar

e

s

r

t you to vari

o

s

cription

e

Note icon h

e

ded to be s

u

oncept.

e

Administrat

o

ductivity rela

t

a

rticipate in r

e

sence

®

Clo

u

n

s of writing

c

h

is G

u

n

ts, and typo

g

help you pe

r

o

ns

t

erms and co

n

ventions so

y

n the meetin

g

a

l privileges i

n

e

creator of a

o

wed present

n

d video exp

e

nces with a

h

e full deskto

e

content.

o

us types of i

m

ighlights info

r

u

ccessful in a

c

o

r Tip icon hi

g

t

ed tips.

e

cordable onli

u

dAXIS

™

Sui

t

c

onventions,

a

u

ide

g

raphic conv

e

r

form video c

o

nventions ar

e

y

ou understa

n

g

.

n

cluding the

a

meeting is a

u

er rights duri

n

e

rience and c

presenter an

d

o

p to everyon

e

m

portant info

r

mation of int

e

c

complishing

g

hlights tech

n

ne web conf

e

t

e.

a

nd a descri

p

e

ntions. Fam

i

o

nferencing t

a

e

used repea

t

n

d how to pe

r

a

bility to shar

u

tomatically

g

n

g a meeting

c

an view cont

e

d one or mor

e

in the meet

i

r

mation in thi

s

e

rest or imp

o

a procedure

n

iques, short

c

e

rence meeti

n

p

tion of the u

s

i

liarizing you

r

a

sks.

t

edly. Make

s

r

form video

e content, as

g

iven presen

t

.

e

nt.

e

participant

s

ing. Only

s

guide:

o

rtant informa

t

or to unders

t

c

uts, or

5

n

gs

s

er

r

self

s

ure

sign

t

er

s

.

t

ion

t

and

Polycom, In

c

Name

Caution

Warnin

g

Web Inf

o

Timesa

v

Power

T

Trouble

s

Settings

Typo

g

A

few typ

o

informati

o

Typograp

h

Conven

t

Bold

Italics

Blue Te

x

Courie

r

c

.

I

c

g

o

v

er

T

ip

s

hooting

g

raphic

o

graphic con

v

o

n.

h

ic Conventi

o

t

ion

x

t

r

c

on De

s

Th

e

ha

z

fun

Th

e

pr

e

co

n

Th

e

su

c

loc

a

Th

e

ac

c

Th

e

ad

m

Th

e

a r

e

res

Th

e

sp

e

cu

s

Conve

n

v

entions, list

e

o

ns

Desc

r

Highli

direct

o

phon

e

Used

titles

o

site a

n

Used

click t

Used

s

cription

e

Caution ico

n

z

ard that coul

ctionality, or

s

e

Warning ic

o

e

vent issues t

h

n

figuration se

e

Web Info ic

o

c

h as docum

e

a

tions.

e

Timesaver

i

c

omplishing

a

e

Power Tip i

c

m

inistrators a

e

Troublesho

o

e

levant probl

e

ources.

e

Settings ic

o

e

cific behavio

s

tomization o

p

n

tions

e

d next, are u

r

iption

ghts interfac

e

o

ries. Also u

s

e

.

to emphasiz

e

o

f reference

d

n

d other refe

r

for cross ref

e

ext in this st

y

for code frag

n

highlights i

n

d potentially

i

s

uccessful fe

o

n highlights

a

h

at may cau

s

t

up, and/or a

f

o

n highlights

e

nts or downl

o

i

con highlight

a

method or o

c

on faster, al

t

lready famili

a

o

ting icon hi

g

e

m or to refe

r

o

n highlights

s

r, to enable

a

p

tions.

sed in this g

u

e

items such

a

s

ed to repres

e

text, to sho

w

d

ocuments a

v

r

ence sites.

e

rences to ot

h

y

le, you will b

e

ments and p

a

n

formation y

o

impact devic

e

ature config

u

a

n action yo

u

s

e you to los

e

f

fect phone o

supplement

a

o

ads on sup

p

t

s a faster or

a

peration.

t

ernative pro

c

a

r with the te

c

g

hlights infor

m

r

you to other

s

ettings you

m

a

specific fea

t

u

ide to distin

g

a

s menus, s

o

e

nt menu sel

e

w

example v

a

v

ailable from

h

er sections

w

e

taken to an

o

a

rameter na

m

o

u need to kn

o

e

performanc

u

ration.

u

must perfor

m

e

information

o

r network pe

r

a

ry informatio

p

ort.polycom.

c

a

lternative m

e

c

edures for a

d

c

hniques bei

n

m

ation that m

a

r

relevant tro

u

m

ay need to

c

t

ure, or to ac

c

g

uish types o

f

o

ft keys, file n

e

ctions and t

e

a

lues or input

s

the Polycom

w

ithin this do

c

o

ther part of

t

m

es.

o

w to avoid

a

e, applicatio

n

m

(or avoid) t

o

r your

r

formance.

n available o

n

c

om or other

e

thod for

d

vanced

n

g discussed.

a

y help you

s

u

bleshooting

c

hoose for a

c

ess

f

in-text

ames, and

e

xt entry to t

h

s, and to sho

w

Support We

b

c

ument. If yo

u

t

his docume

n

6

a

n

o

n

line

s

olve

h

e

w

b

u

n

t.

Polycom, Inc. 7

What’s in this Guide?

This user guide is organized into five chapters:

 Chapter 1: Getting Started - This chapter gives you the minimum system requirements needed for

using a browser to create and participate in online conference meetings.

 Chapter 2: Creating and Managing Your Meetings - This chapter shows you how to use the

CloudAXIS Services Portal to create, schedule, and manage your meetings.

 Chapter 3: Participating in Meetings - This chapter shows you how to join, participate in, and

leave a meeting.

 Chapter 4: Troubleshooting - This chapter shows you solutions to issues you may experience

when using CloudAXIS.

 Chapter 5: Getting Help - This chapter shows you where to find support documents.

Polycom, In

c

G

1:

The Clou

d

conferen

c

Faceboo

k

meet the

This cha

p

 Mi

n

 Mi

n

 Mi

n

 Su

p

 Mi

n

 Lo

c

See the r

e

Lea

r

This secti

requirem

e

experien

c

Mini

m

The Servi

portal req

If you are

Mobile a

p

compatibl

c

.

G

ettin

g

d

AXIS Servic

c

e meetings.

D

k

, or Google

T

b

asic require

p

ter introduce

s

n

imum Softw

a

n

imum Softw

a

n

imum Brows

p

ported Ban

d

n

imum Hard

w

c

alization

e

mainder of t

r

ning t

h

on shows yo

u

e

nts. You mu

s

c

e issues whil

m

um So

f

ces Portal re

q

uires Snow

L

using a tabl

e

p

plication. Re

f

e devices.

g

Sta

es Portal en

a

D

epending o

n

T

alk™ to join

m

ents listed i

s

these basi

c

a

re Requirem

a

re Compone

e

r Requirem

e

width, Video

w

are Require

m

h

is user guid

e

h

e Mi

n

u

the minimu

m

s

t confirm th

e

e meeting th

e

f

tware

R

q

uires Wind

o

L

eopard, Lion

,

e

t or phone d

e

f

er to the late

rted

a

bles you to

c

n

the organiz

a

the meeting

s

n this chapte

c

requirement

s

ents

nt Requirem

e

nts

Format, and

m

ents

e

for informa

t

n

imum

m

system, h

a

e

requiremen

t

e

requiremen

R

equire

m

o

ws XP, Vista

,

or Mountain

e

vice, it must

st release no

c

reate and pa

a

tion's policy

,

s

. Before you

r.

s

and is divid

e

nts

Resolutions

t

ion about cr

e

Requ

i

rdware, bro

w

t

s listed in thi

s

ts, see Trou

b

m

ents

, Windows 7,

Lion.

be capable

o

tes for Polyc

o

rticipate in re

,

you can als

o

get started u

s

ed into the f

o

e

ating and pa

i

reme

n

w

ser, softwar

e

s

chapter bef

o

b

leshooting.

or Windows

o

f running the

o

m

®

RealPre

s

cordable onli

o

invite conta

s

ing the port

a

o

llowing secti

o

rticipating in

m

n

ts

e

, network, a

n

o

re using the

8 for PCs. F

o

e

Polycom Re

s

ence Mobil

e

ne video

cts on Skype

a

l, be sure yo

o

ns:

m

eetings.

n

d bandwidth

portal. If yo

u

o

r Apple Mac

s

alPresence

®

e

for details o

f

8

™,

u

s

, the

f

Polycom, In

c

Mini

m

CloudAXI

download

enables

a

accessin

g

Mini

m

You mus

t

 Mi

c

 Mo

z

 Go

o



A

p

Supp

o

The Poly

c

outlined i

n

Table 1: S

Bandwi

d

64 kbps

-

512 kbp

s

1024 kb

p

c

.

m

um So

f

S installs tw

o

S Social Plu

g

ed when acc

e

a

ccess to Sky

g

social conn

e

Note:

E

The Clo

u

manag

e

http://s

m

um Br

o

meet the foll

c

rosoft Intern

e

z

illa Firefox

®

o

gle Chrome

™

p

le Safari v5.

0

o

rted B

a

c

om RealPre

s

n

the table b

e

upported Ba

n

d

th

-

511 kbps

s

- 1023 kbps

p

s - 1920 kbp

s

f

tware

C

o

plug-ins to

e

g

-in. The Clo

u

e

ssing Cloud

A

pe™, Faceb

o

e

ctors from a

E

nd-User Lice

n

u

dAXIS Social

a

e

ment can be t

upport.polyco

o

wser R

e

owing brows

e

t Explorer

®

v

v14.0 or hig

h

™

v11.0 or hi

g

0

.6 or higher

a

ndwidt

s

ence Cloud

A

e

low.

n

dwidth, Vide

o

V

Q

V

s

7

C

ompon

e

nable video

a

u

dAXIS Clien

t

A

XIS from a

d

o

ok, and Goo

device for th

e

n

se Agreemen

t

a

nd Client Plu

g

aken. Access t

m.com/Polyc

o

e

quire

m

e

r requireme

n

v

8.0 or highe

r

h

er

g

her

h, Vide

o

A

XIS Suite su

o

Format, and

V

ideo Forma

t

Q

VGA

V

GA

7

20p (HD)

e

nt Req

a

nd social fe

a

t

Plug-in ena

b

d

evice for th

e

gle Talk™ c

o

e

first time.

t

(EULA)

g

-ins require a

c

he EULA for y

o

mService/ho

m

ents

n

ts to access

r

o

Form

a

pports the b

a

Resolutions

t

uireme

n

a

tures: the Cl

o

b

les SIP audi

e

first time. T

h

o

ntact lists an

c

ceptance of a

o

ur product at

m

e/home.htm

a meeting.

a

t, and

R

a

ndwidth, vid

e

Resolutio

n

320x240

640x480

1280x720

n

ts

o

udAXIS Cli

e

o/video servi

c

h

e CloudAXI

S

d is downloa

d

EULA before

f

R

esoluti

o

e

o format, an

d

n

s

e

nt Plug-in a

n

c

es and is

S

Social Plug

-

d

ed when

f

urther softwa

o

ns

d resolutions

9

n

d the

-

in

re

Polycom, Inc. 10

Minimum Hardware Requirements

The portal in the Polycom RealPresence CloudAXIS Suite requires the following hardware.

Table 2: Hardware Requirements

Component Description

Processor Processor Intel Core i5, 2.5GB or larger

RAM 4 GB

Video memory 256 MB or more

Hard drive space 200 MB

Camera Integrated or external

Audio devices Standard PC97 audio devices

Monitor Recommended: 16:9, 1920 x 1080

Minimum: 1024x768

Localization

The Polycom CloudAXIS Suite supports the following languages as displayed in your Experience Portal:

To set your browser to your desired language, see the language download instructions for your specific

browser.

Polycom, In

c

C

2:

The Servi

start imm

e

admin ac

c

you want

for invitin

g

When sel

e

When fini

s

portal se

n

join the

m

accessed

The port

a

using the

The follo

w

starts im

m

meetings

,



A

c

 Cr

e

 Vie

w

 Sta

 Ma

n

 Ma

n

 Ma

n

Acc

e

A

ccess t

o

admin ac

c

(USERN

A

you are a

c

.

C

reati

n

ces Portal gi

v

e

diately and

m

c

ount. Log in

to create. Se

g

and interac

t

e

cting the sc

h

s

hed, the po

r

n

ds an email

w

m

eeting. Note

from a Mac.

a

l enables fea

portal featur

e

w

ing sections

m

ediately, sc

h

,

and managi

n

c

essing the P

o

e

ating Meetin

g

w

ing Your S

c

rting Your S

c

n

aging Your

S

n

aging Your

A

n

aging Your

P

e

ssing

o

the portal is

c

ount login c

r

A

ME and PA

S

ble to create,

Note:

Meetin

g

a Mac.

n

g a

n

v

es you two

o

m

eetings sch

to the portal

w

lecting a me

e

t

ing with parti

h

eduled mee

t

r

tal adds the

s

w

ith a web U

R

that the mee

t

tures such a

s

e

s, see Parti

c

of this chapt

e

h

eduling a m

e

n

g your list o

f

o

rtal

g

s

c

heduled Me

e

c

heduled Me

e

S

cheduled M

e

A

ddress Boo

k

P

ersonal Det

a

the P

o

possible onl

y

r

edentials fro

m

S

SWORD) o

n

schedule, jo

i

Portal Acces

s

g

s are suppo

r

n

d Ma

o

ptions for cr

e

eduled for a l

w

ith your us

e

ting that sta

r

cipants.

t

ing option, e

n

s

cheduled m

e

R

L link to the

t

ings are sup

p

s

content sha

c

ipating in Me

e

r describe t

h

e

eting for a la

f

contacts for

e

tings

e

tings

e

etings

k

a

ils

o

rtal

y

after loggin

g

m

your Cloud

A

n

the Polyco

m

i

n, and mana

g

s

r

ted on Wind

o

nagi

n

e

ating online

v

ater time. To

e

r or admin c

r

ts immediate

n

ter the mee

t

e

eting to a ca

invited atten

d

p

orted on Wi

n

r

e, video priv

a

etings.

h

e steps for a

c

ter time, logg

inviting parti

c

g

in to the po

r

A

XIS admini

s

m

RealPresen

c

g

e your mee

t

o

ws-based

m

n

g Y

o

v

ideo confer

e

create meeti

r

edentials, an

ly launches

a

t

ing paramet

e

lendar. Whe

n

d

ees. The at

t

n

dows-base

d

acy, and gro

u

ccessing the

g

ing on to yo

u

c

ipants:

r

tal. To log in

,

s

trator. Enter

ce CloudAXI

S

t

ings.

m

achines only

o

ur M

e

nce meeting

ngs, you mu

s

d select the t

y

a

meeting in

y

e

rs and invite

n

the meeting

t

endees acce

d

machines o

n

u

p chat. For i

n

portal, creati

n

u

r meetings,

m

,

you must fir

s

these login

c

S

login page.

and cannot

b

e

etin

g

s: meetings t

s

t have a use

y

pe of meeti

n

y

our web bro

w

participants.

g

is schedule

d

ss the web

U

n

ly and cann

o

n

formation o

n

g a meeting

m

anaging yo

u

s

t obtain use

r

c

redentials

When logge

d

b

e accessed

f

11

g

s

hat

r or

n

g

w

ser

d

, the

U

RL to

o

t be

n

that

u

r

or

d

in,

f

rom

Polycom, In

c

Cre

a

This secti

immediat

e

Sche

d

To sche

d

1.

2.

3.

 Me

e

Thi

s



A

g

e

the

c

.

a

ting

M

on shows yo

u

e

ly.

d

uling a

d

ule a meeti

n

Log in (US

E

Select Sch

e

Enter the f

o

e

ting Name

s

is optional.

e

nda Enter

a

invited parti

c

M

eetin

g

u

how to sch

e

Meetin

g

n

g:

E

RNAME is “

a

e

dule. The

S

o

llowing in th

e

Enter the pu

a

conference

c

ipants. This i

s

g

s

e

dule a meeti

g

a

dmin”, PAS

S

chedule a M

e

Schedule a

rpose of you

r

description.

I

s

optional.

ng for a later

S

WORD is “

a

e

etin

g

screen

Meetin

g

scr

e

r

meeting. Fo

I

nformation e

date and ho

w

a

dmin”) to th

e

displays as

s

e

en options:

r example, ‘

E

ntered in the

w

to start a

m

e

Services Po

s

hown next.

E

ngineering I

n

Agenda text

m

eeting

rtal.

n

itiatives Mee

box is sent t

o

12

e

ting’.

o

all

Polycom, Inc. 13

 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 and Minute siders. Use the Duration’s Hour and

Minute sliders to schedule the meeting duration. When finished, click Done.

 Use Personal VMR Check the Personal VMR checkbox, and enter your VMR number. This is

optional. Note:

 If your personal VMR requires a passcode, you must select and then enter the passcode in the

Attendee Passcode and Host Passcode text boxes

 This field and checkbox does not appear unless the Allow use of PersonalVmr checkbox is

selected on the Settings > Conference Settings screen.

 Invite People Enter email addresses using one or both of the following procedures:

 Enter the each email address individually separated with a semicolon

 Click Add From Contacts to select contacts in your address book. The Select Attendees

screen displays, shown next. Use the search field to find your contacts. Check the box for each

contact you want to include and select Invite to Meeting. For information about your address

book, see Managing Your Address Book.

 Require Authentication To require user ID and password authentication. Active Directory users

are always required to enter their username and password credentials. When Required

Authentication is selected, local users are also required to enter their user ID and password. This is

optional.

 Attendee Passcode To require a passcode to enter a meeting, enter a passcode in the Attendee

Passcode text box. The passcode must be numerical and can be as long as 10 characters. If an

administrator makes the passcode mandatory, the user has to set a passcode for all scheduled and

ad hoc meetings.

 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 the meeting from a web URL instead

of the portal. The passcode must be numeric with no more than 10 characters.

4. Click Schedule. The Confirm Details screen displays; a sample screen is shown next.

Polycom, Inc. 14

5. Verify the meeting details, and click CONFIRM. Each invited participant will receive a Meeting

Invitation in an email as shown in the following example email.

Polycom, Inc. 15

Starting a Meeting Immediately

To start a meeting immediately, log in to the Services 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 the pop-up box that appears.

If the Passcode mandatory checkbox was not selected, a welcome screen displays with a selection of

video preferences. After selecting your video preferences and joining the meeting, you can invite

participants.

For help with selecting your video preferences, see 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 scheduled meetings by selecting one of the following options:

 Today Displays all meetings you have scheduled for the current day. Select Prev or Next to

navigate through your list of scheduled meetings for that day.

 Weekly Displays your scheduled meetings per week. Select Prev or Next to navigate through

your list of scheduled meetings per week.

 Monthly Displays your scheduled meetings per month. Select Prev or Next to navigate through

your list of scheduled meetings per month.

Starting Your Scheduled Meetings

When a meeting is scheduled, the portal sends each attendant an email containing a web URL.

Participants use the web URL to access the meeting but are unable to interact with each other until a

presenter has logged in. A presenter can be either a participant given a special passcode to enter the

meeting as a presenter or the meeting’s creator. The meeting’s creator automatically has presenter rights

and accesses the meeting directly from the portal or using the web URL sent in the email notification. This

section explains how the meeting’s creator accesses the meeting from the portal. Before you can begin,

you must log in to the portal.

To access the meeting from the portal after login:

1. Select Calendar.

Polycom, In

c

2.

3.

4.

Man

a

Schedule

d

invited p

a

delete yo

u

Editi

n

This secti

To edit y

o

1.

2.

3.

c

.

Locate the

Scheduled

Select Hos

t

See Select

i

Note:

The H

o

meetin

g

a

ging

Y

d

meetings c

a

rticipants rec

u

r meetings.

n

g Your

on shows yo

u

o

ur schedul

e

Click Cale

n

Locate the

Click the m

meeting. To l

Meetings

t

. The welco

m

ng Video Pr

e

Host Option

o

st option ap

p

g

’s creator, h

o

Y

our

S

a

n be edited

o

eive a notific

a

Schedu

u

how to edit

e

d meeting:

dar.

meeting in y

o

e

eting’s i

c

earn how to l

m

e screen di

s

e

ferences.

p

ears five mi

n

o

wever, can

n

S

ched

u

o

r deleted by

a

tion specifyi

n

led Me

e

a scheduled

o

ur calendar

a

c

on. The Sch

ocate a mee

t

s

plays with o

p

n

utes before

t

n

ot log in until

u

led

M

the meeting’

n

g the chang

e

tings

meeting.

a

s described

edule a Mee

t

ing in your c

a

p

tions for vid

e

t

he meeting i

s

l

the time the

M

eetin

g

s creator. W

h

e. This secti

o

in Viewing Y

o

t

in

g

screen di

a

lendar, see

V

e

o preferenc

e

s

scheduled

t

meeting is s

c

g

s

h

en a meetin

g

o

n shows you

o

ur Schedule

splays as sh

o

V

iewing You

r

e

s.

t

o start. The

c

heduled.

g

is edited, al

how to edit

a

d Meetings

o

wn next.

16

r

l

a

nd

Polycom, In

c

4.

○

M

○

A

a

○

D

d

○

D

a

○

U

V

e

○

I

»

c

.

Change th

e

M

eeting Na

m

M

eeting’. Thi

s

A

genda - En

t

a

ll the invited

D

ate and Ti

m

d

ay and use

t

D

uration - C

l

a

nd Minute s

l

U

se Person

a

V

MR numbe

r

e

nter the pas

I

nvite Peopl

e

»

Enter eac

h

e

fields you w

a

m

e - Enter th

e

s

is optional.

t

er a confere

n

participants.

m

e - Click in t

h

t

he Hour and

l

ick inside th

e

l

iders to sche

a

l VMR - This

r

. Note that if

y

scode in the

A

e

- Enter em

a

h

email addr

e

a

nt to edit:

e

purpose of

y

n

ce descripti

o

This is optio

n

h

e text box t

o

Minute slide

r

e

text box to

d

dule the me

e

is an option.

y

our person

a

A

ttendee Pa

s

a

il addresses

e

ss individual

l

y

our meeting.

o

n. Informati

o

n

al.

o

display a ca

r

s to schedul

e

d

isplay Hour

a

e

ting duration

.

Check the

P

a

l VMR requir

e

s

scode and

H

using one or

l

y and separ

a

For exampl

e

o

n entered in

t

a

lendar. Use

t

e

the start ti

m

a

nd Minute si

. When finish

P

ersonal VM

R

es a passco

d

H

ost Passcod

e

both of the f

o

a

te them by

s

e

, ‘Engineerin

the Agenda t

e

t

he calendar

t

m

e. When fini

s

ders. Use th

e

ed, click Do

n

R

checkbox, a

d

e, you must

s

e

text boxes.

o

llowing proc

e

s

emicolons

n

g Initiatives

e

xt box is se

n

t

o schedule t

h

s

hed, click D

o

e

Duration’s

H

n

e.

nd enter you

r

s

elect and th

e

dures:

17

n

t to

h

e

o

ne.

H

our

r

e

n

Polycom, Inc. 18

» Click Add From Contacts to select contacts in your address book. The Select Attendees

screen displays. Use the search field to find your contacts. Check the box for each contact

you want to include, and select Invite to Meeting. For information about your address book,

see Managing Your Address Book.

○ Require Authentication Select to require user ID and password authentication. Active

Directory users are always required to enter their username and password credentials. When

Required Authentication is selected, local users are also required to enter their user ID and

password. This is optional.

○ Attendee Passcode To require a passcode to enter a meeting, enter a passcode in the

Attendee Passcode text box. The passcode must be numeric with a maximum of ten characters.

○ Host Passcode To require a passcode to be able 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 the meeting from a

web URL instead of the portal. The passcode must be numeric, and can have no more than a

maximum of ten characters. Host Passcode is optional.

5. Click Schedule. The Confirm Details screen displays.

Polycom, Inc. 19

6. Verify the meeting details and click Confirm. Each invited participant will receive the Meeting

details in an email, shown next.

Polycom, In

c

Delet

i

This secti

To delet

e

1.

2.

3.

Man

a

You can

s

shows yo

Addi

n

This secti

To add a

1.

2.

c

.

Note:

H

If the a

d

passco

d

means.

i

ng you

r

on shows yo

u

Note:

C

Meetin

g

e

your sched

Click Cale

n

Locate the

Click the m

a

ging

Y

s

tore particip

a

u

how to acc

e

n

g Cont

a

on shows yo

u

contact:

Select Add

Click Cont

a

H

ost Passcode

d

min has not c

d

e set for the

m

r

Sched

u

how to del

e

C

ompleted M

e

g

s that have al

uled meetin

g

dar.

meeting in y

o

e

eting’s ic

Y

our

A

a

nt contact in

f

e

ss the Addr

e

a

cts

u

how to add

ress Book.

T

a

cts > Add a

Responsibilit

y

hecked the Ex

p

m

eeting. It is t

h

u

led Me

e

te a schedul

e

etings and M

e

ready comple

t

g

:

o

ur calendar

a

on. The mee

t

A

ddre

s

f

ormation in t

e

ss Book and

contacts to y

T

he Contacts

Contact. Th

e

y

p

ose Passcod

e

h

e Host’s resp

o

etings

e

d meeting.

e

etings in Pro

g

t

ed or are curr

e

a

s described

t

ing is delete

d

s

s Bo

o

he portal Ad

d

how to add,

our address

b

screen displ

a

e

Add a Con

t

e

checkbox, th

e

o

nsibility to co

g

ress

ently in progr

e

in Viewing Y

o

d

.

o

k

d

ress Book f

o

edit, and del

e

b

ook.

a

ys.

t

act screen di

e

email invites

mmunicate th

e

ss cannot be

d

o

ur Schedule

o

r future invit

a

e

te your cont

a

splays as sh

o

will not have

t

e passcode by

d

eleted.

d Meetings.

a

tions. This s

e

a

cts.

o

wn below.

20

t

he

other

e

ction

Page is loading ...

Poly RealPresence CloudAXIS Suite User guide

Poly RealPresence CloudAXIS Suite User guide

Related papers

Other documents