Help 3.4 | June 2015 | 3725-69930--004B Polycom® RealPresence® Desktop for Windows® Copyright© 2013-2015, 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 or mechanical, for any purpose, without the express written permission of Polycom, Inc. 6001 America Center Drive San Jose, CA 95002 USA Trademarks Polycom®, the Polycom logo and the names and marks associated with Polycom products are trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express written permission of Polycom. 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Polycom Support Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more. 2 Contents RealPresence Desktop Modes of Operation . 4 About the RealPresence Desktop Application . 4 Get Started with RealPresence Desktop . 5 Get Started with RealPresence Desktop in Standalone Mode . 6 Get Started with RealPresence Desktop in Managed Mode . 6 Perform Initial Configuration of RealPresence Desktop . 6 Manage Calls . 9 Call a SIP User Directly . 10 Use the In-call ToolBar . 11 View Recent Calls . 11 Change the Video Layout . 11 Manage Contacts . 11 Share Content . 13 Maximize and Restore Your View . 13 Enable and Use SmartPairing . 13 Use Instant Messaging and Presence . 15 Use Chat to Send an Instant Message . 16 Set Presence-Related Parameters on RealPresence Resource Manager . 16 Import and Export User Profile . 17 Enable or Disable Virtual Business Card . 18 Enable or Disable Profile Photo . 18 Troubleshooting . 18 View Log Files to Track Problems . 18 SmartPairing Detection Issues . 19 Display Issues . 19 Polycom® RealPresence® Desktop Fails with H.323 Registration . 19 Polycom, Inc. 3 RealPresence Desktop Modes of Operation RealPresence Desktop has two modes of operation: ● In standalone mode, RealPresence Desktop supports registration and calling with an H.323 gatekeeper and/or a SIP server. It does not require registration with a Polycom provisioning server such as a RealPresence Resource Manager system. In standalone mode, you have direct access to the configuration and settings of RealPresence Desktop. You must purchase a license and enter licensing information manually to use this RealPresence Desktop beyond the 30-day trial period. ● In managed mode, RealPresence Desktop registers with a Polycom provisioning server like a RealPresence Resource Manager system. The Polycom provisioning server configures RealPresence Desktop automatically. It also provides access to a centralized directory server. In managed mode, the Polycom provisioning server manages licensing of RealPresence Desktop, so you do not need to purchase an individual license. About the RealPresence Desktop Application Before you begin configuring RealPresence Desktop, get familiar with the application’s user interface. The following illustrations show the RealPresence Desktop main window and in-call toolbar. RealPresence Desktop for Windows main window Polycom, Inc. 4 RealPresence Desktop for Windows in-call toolbar Icons Description 1 Network connection and encryption status 2 Call duration 3 Hide or display local self-view 4 Mute or unmute your video 5 Mute or unmute your microphone You can also use Ctrl + m to mute your audio and Ctrl + u to unmute audio. 6 Adjust the volume or adjust the volume to the minimum to mute your speaker. 7 End the current call 8 Share content 9 Start a chat session with another person during a call 10 Enable or disable Far End Camera Control (FECC) 11 Show or hide the keypad 12 Change call settings 13 Maximize or restore the screen 14 Hide or show the Share Content, Chat, Keypad, Settings, FECC, and Full Screen icons. Get Started with RealPresence Desktop When first signing into RealPresence Desktop, you have two options based on the mode of operation: ● Choose Enterprise Sign-In when using RealPresence Desktop in managed mode ● Choose Individual Account when using RealPresence Desktop in standalone mode Do not run RealPresence Desktop with other Polycom desktop endpoint applications The RealPresence Desktop application cannot run while either the Polycom CMA Desktop or Polycom Telepresence m100 application is running. Polycom, Inc. 5 Get Started with RealPresence Desktop in Standalone Mode When you purchase RealPresence Desktop from an authorized Polycom reseller, you will receive either a physical or electronic document that includes a license number and directions for authorizing the license through the Polycom Support web page. Following authorization, you can use RealPresence Desktop for as long as the service and support are in effect. RealPresence Desktop operates in managed mode as it operates in managed mode; however, in standalone mode, RealPresence Desktop does not have access to provisioning, monitoring, or Active Directory services. You may need to contact your IT administrator for information about these services during the setup procedure. To get started with RealPresence Desktop in standalone mode: 1 Start RealPresence Desktop and in the Individual Account box click Enter. 2 Choose one of the following: Click Trial to use the RealPresence Desktop application as a trial. Click Activate to activate the application with a license. Then import your license, or enter your license and activation key. Get Started with RealPresence Desktop in Managed Mode In managed mode, RealPresence Desktop will try to discover the provisioning server from which it will receive its license and get some configuration settings. You use your company account to log into RealPresence Desktop. To enable RealPresence Desktop to discover the provisioning server: 1 Start RealPresence Desktop and in the Enterprise Sign-In box click Enter. 2 Enter your e-mail address (usually your corporate e-mail address) on the Sign In page, and then click Next. 3 Enter your User Name and Password. If you select the Sign in using network login credentials check box, RealPresence Desktop will use your Windows login credentials to sign in. If a server name does not appear in the Server field, the application cannot find a provisioning server. Contact your IT administrator for the information to enter into the Server field. 4 Click Sign In. RealPresence Desktop will discover the provisioning server automatically. Login tip When the XMPP service stops working, if you sign into more than one Polycom® RealPresence® Desktop, the later Polycom® RealPresence® Desktop will fail to register H.323 because of a duplicate alias error. Perform Initial Configuration of RealPresence Desktop To perform the initial configuration of RealPresence Desktop: 1 Once signed in, click . Polycom, Inc. 6 2 Go to Settings > Profile to configure and enable the profile photo and virtual business card features. If not in Managed mode, enter the profile information to display on your virtual business card. Click and browse to and select a profile photo. Check Virtual Business Card and Profile Photo and then click OK. 3 Go to Settings > General and configure the following settings: Display Name The name that will be displayed to the far end during a call. In managed mode, your login name will be displayed to the far end, not your display name. In standalone mode, enter the name you want displayed to the far end during a call. Automatically start when the system starts Specifies whether or not to start RealPresence Desktop automatically when you start your computer. Auto-answer incoming calls Specifies whether or not to answer incoming calls automatically. Audio mute auto-answered calls Enables the system to answer calls without turning on the microphone. Video mute auto-answered calls Enables the system to answer calls without turning on the camera.