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USER GUIDEV3.7 December 2016 3725-69930-007A Polycom RealPresence Desktop for Windows

Copyright 2016, Polycom, Inc. All rights reserved. No part of this document may be reproduced,translated into another language or format, or transmitted in any form or by any means, electronic ormechanical, for any purpose, without the express written permission of Polycom, Inc.6001 America Center DriveSan Jose, CA 95002USATrademarks Polycom , the Polycom logo and the names and marks associated with Polycom productsare trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in theUnited States and various other countries.All other trademarks are property of their respective owners. No portion hereof may be reproduced ortransmitted in any form or by any means, for any purpose other than the recipient's personal use, withoutthe express written permission of Polycom.End User License Agreement By installing, copying, or otherwise using this product, you acknowledgethat you have read, understand and agree to be bound by the terms and conditions of the End UserLicense Agreement for this product. The EULA for this product is available on the Polycom Support pagefor the product.Patent Information The accompanying product may be protected by one or more U.S. and foreignpatents and/or pending patent applications held by Polycom, Inc.Open Source Software Used in this Product This product may contain open source software. You mayreceive the open source software from Polycom up to three (3) years after the distribution date of theapplicable product or software at a charge not greater than the cost to Polycom of shipping or distributingthe software to you. To receive software information, as well as the open source software code used inthis product, contact Polycom by email at mailto:OpenSourceVideo@polycom.com (for video products) ormailto:OpenSourceVoice@polycom.com (for voice products).Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in thisdocument, Polycom makes no warranties or representations as to its accuracy. Polycom assumes noliability or responsibility for any typographical or other errors or omissions in the content of this document.Limitation of Liability Polycom and/or its respective suppliers make no representations about thesuitability of the information contained in this document for any purpose. Information is provided "as is"without warranty of any kind and is subject to change without notice. The entire risk arising out of its useremains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for anydirect, consequential, incidental, special, punitive or other damages whatsoever (including withoutlimitation, damages for loss of business profits, business interruption, or loss of business information),even if Polycom has been advised of the possibility of such damages.Customer Feedback We are striving to improve our documentation quality and we appreciate yourfeedback. Email your opinions and comments to mailto:DocumentationFeedback@polycom.com.Polycom Support Visit the Polycom Support Center for End User License Agreements, softwaredownloads, product documents, product licenses, troubleshooting tips, service requests, and more.

Contents Polycom RealPresence Desktop Modes of Operation. 5Getting Started with RealPresence Desktop. 6Get Started with RealPresence Desktop in Standalone Mode.6Get Started with RealPresence Desktop in Managed Mode.6Get Started with RealPresence Desktop in Cloud Service Mode. 7Sign Out from the Provisioning Server.7Check Your Connection Status. 7Connection Status Information.8Startup Options. 9Remember My Startup Choice.9Set Your Startup Preference. 9Configuring Application Settings. 10Enable or Disable SDP Size Adjustment. 10Configure Profile Information. 11Configure Profile Photo. 11Virtual Business Card.11Set Virtual Business Card. 11Start RealPresence Desktop Automatically When Your System Powers up. 12Answer Incoming Calls Automatically. 12Open Links Using This Application. 12Configure Call Rate.13Configure Call QoS. 13Configure H.323 Settings (Standalone Mode Only). 14Configure SIP Settings (Standalone Mode Only).14Configure Audio Devices.15Enhancing My Audio Experience. 15 Enable Polycom Acoustic Fence for USB Headsets. 15 Enable Polycom NoiseBlock .16Enable Mute Reminder. 16Configure Camera.16Configuring Network Settings.17Configure Video Ports. 17Configure NAT.17Polycom, Inc.1

ContentsDisplay Test Features. 17Set Closed Captioning. 18Call Management.19Call by Entering a Number. 19Call from the Corporate Directory. 20Call from Local Address Book.20Answer a Call. 20Reject an Incoming Call. 20End a Call.21Calling a SIP User Directly.21Control Meeting Using the In-call Toolbar.21View Network Call Statistics.21Display Local Self-View.21Hide Local Self-View. 21Maximize or Restore Application Window. 22Restore Application Window. 22Mute Your Video.22Unmute Your Video. 22Mute Your Microphone. 22Unmute Your Microphone. 23Adjust Your Speaker Volume. 23Far End Camera Control. 23Select Audio and Video Preferences During a Meeting. 24Show More In-call Controls. 24Hide More In-call Controls.24Call Icons. 24View Recent Calls. 25Change the Video Layout.25Managing Contacts. 26Add a Contact to Your Local Address Book Manually. 26Add Contacts from the Corporate Directory to Your Local Address Book. 27Edit a Contact in Your Local Address Book. 27Search for a Contact. 28Delete a Contact. 28View Organization Hierarchy.28Importing and Exporting User Profile. 28Export User Profile. 29Import User Profile. 29Polycom, Inc.2

ContentsBasic Content. 30Share Content. 30Stop Content Sharing.30Maximize and Restore Your View. 30Enhanced Content.31Content Sharing Permissions.31Request to Share Content.32Allow Presentation Rights for an Attendee.32Deny Content Sharing Requests.32Allow a Guest to Share Content.32Share Enhanced Content.33Annotate Content. 34Save Annotations and Files.36 Using Polycom SmartPairing . 37Enable SmartPairing. 37Share Your Monitor or Application with the Paired System. 38Use Your Device as the Paired System’s Remote Controller. 38Chat and Presence. 39Presence Statuses. 39Change My Presence Status.39Chat with a Contact.40Chat with Meeting Attendees During Video Call. 40 Polycom Concierge Environments.41Pair with a Room System by Entering Pairing Code.41Unpair from a Room System.41Joining a Meeting. 42Join a Meeting as a Chairperson.42Join a Meeting as a Participant. 42Join a Meeting as a Guest.42Start a Meeting.43End a Meeting. 43Recording Meetings. 43Record a Meeting. 44Stop Recording a Meeting.44Polycom, Inc.3

ContentsRetrieving Your Recorded Meetings. 44Meeting Control.44Mute All Meeting Attendees. 45Mute Individual Attendees. 45Drop a Meeting Attendee. 45Switch Meeting Attendees’ Role.46Mute Your Microphone. 46Unmute Your Microphone. 46Adjust Your Speaker Volume. 46 Polycom MusicMode . 47Enable MusicMode.47Disable MusicMode.47Calibrate Noise Floor. 48Disable Acoustic Echo Canceler. 48Troubleshooting. 49View Log Files.49Access User Guide. 49Cannot Pair with Room System in Concierge Environments . 50I Cannot Find the Content Button.50SmartPairing Detection Issues.50I See an Exclamation Mark on the Microphone Icon.50Prevent RealPresence Desktop to Take Exclusive Control of the Microphone. 51H.323 Registration Problems. 51Polycom, Inc.4

Polycom RealPresence Desktop Modesof OperationRealPresence Desktop has three modes of operation: In standalone mode, RealPresence Desktop supports registration and calling with an H.323gatekeeper and/or a SIP server. It does not require registration with a Polycom provisioning serversuch as a Polycom RealPresence Resource Manager system. In standalone mode, you havedirect access to the configuration and settings of RealPresence Desktop.You must purchase a license and enter licensing information manually to use this beyond the 30day trial period. In managed mode, RealPresence Desktop registers with a Polycom provisioning server like aRealPresence Resource Manager system. The Polycom provisioning server configuresRealPresence Desktop automatically. It also provides access to a centralized directory server. Inmanaged mode, the Polycom provisioning server manages licensing of RealPresence Desktop, soyou do not need to purchase an individual license. In Cloud service mode, a Service Provider system configures RealPresence Desktop automatically.Once the Cloud service is enabled by the provisioning service, the Cloud Sign-In option is enabledand users can sign-in with their Cloud account, which is normally an email address.Polycom, Inc.5

Getting Started with RealPresenceDesktopTopics: Get Started with RealPresence Desktop in Standalone Mode Get Started with RealPresence Desktop in Managed Mode Get Started with RealPresence Desktop in Cloud Service Mode Sign Out from the Provisioning Server Check Your Connection Status Connection Status InformationWhen first signing into RealPresence Desktop application, you have the following options based on themode of operation: Click or tap Individual when using RealPresence Desktop in standalone mode. Click or tap Enterprise when using RealPresence Desktop in managed mode. Click or tap Cloud when you are in a Cloud service environment.Get Started with RealPresence Desktop in StandaloneModeStandalone mode does not require registration with a Polycom provisioning server. You need to configureRealPresence Desktop manually.Procedure1. Start RealPresence Desktop and click or tap Individual on the Login page. Then click or tapEnter.2. Do one of the following: Click or tap Trial to use the RealPresence Desktop application as a trial. Click or tap Activate to activate the application with a license. Then import your license, orenter your license and activation key.Get Started with RealPresence Desktop in ManagedModeIn managed mode, RealPresence Desktop will try to discover the provisioning server from which it willreceive its license and get some configuration settings. You use your company account to log intoRealPresence Desktop. LDAP search feature is only supported under the managed mode.Polycom, Inc.6