Polycom 8500 VOIP Conference phone with Bluetooth functionality User Manual Polycom RealPresence Trio Solution User Guide

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Document ID	3495130
Application ID	vp14gKh5/E0vWWg0+7BnVw==
Document Description	Users manual_Users guide
Short Term Confidential	No
Permanent Confidential	No
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Document Type	User Manual
Display Format	Adobe Acrobat PDF - pdf
Filesize	66.68kB (833503 bits)
Date Submitted	2017-08-03 00:00:00
Date Available	2017-08-03 00:00:00
Creation Date	2017-03-07 11:26:22
Producing Software	Acrobat Distiller 15.0 (Windows)
Document Lastmod	2017-06-29 21:11:27
Document Title	Polycom RealPresence Trio Solution User Guide
Document Creator	FrameMaker 2015.2
Document Author:	Polycom, Inc.

USER GUIDE
UC Software 5.4.5 | March 2017 | 3725-20598-005A
Polycom® RealPresence Trio™
Solution
Applies to Polycom® RealPresence Trio™ 8800 and
Polycom® RealPresence Trio™ Visual+
Copyright© 2017, 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
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Contents
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Audience, Purpose, and Required Skills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Getting Started with Polycom RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . 10
Overview of RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
RealPresence Trio 8800 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Navigating the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Accessing User Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Access the Home Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Accessing the Place a Call Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Accessing the Calls Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Icons and Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Enter Information Using the Onscreen Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Close the Onscreen Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Logging Into and Locking the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Logging into the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Log Into the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Log Out of the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Change Your User Login Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Locking the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Lock the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Unlock the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Change Your User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Placing Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Place a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Place an International Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Place a Call from Recent Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Place a Call to a Favorite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Place Calls from Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Polycom, Inc.
Place a Call from the Directory Search Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Place Calls from a Locked or Logged Out System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Place an Intercom Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Place an Intercom Call during a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Place a Call over Bluetooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Redial a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Answering Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Answer Calls in the Incoming Call Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Answer a Call When in a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Answer Calls Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Answer Calls on a Locked System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Answer an Intercom Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Handling Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Decline an Incoming Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Rejecting Calls with Enable Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Enable Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Enable Do Not Disturb on Multiple Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Enable Do Not Disturb for One Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Disable Do Not Disturb . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Forwarding Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Forward an Incoming Call to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Forward All Incoming Calls to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Disable Call Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
End an Audio Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Holding and Resuming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Hold a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Resume a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Choose a Default Transfer Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Cancel a Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Managing Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Manage Calls from the Calls Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Audio Call Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Mute Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Unmute Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Change the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Tips for Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Polycom, Inc.
Initiating Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Initiate a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Add Additional Participants to a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Merge Two Calls into a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
End a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Hold a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Resume a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Manage Conference Call Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Tips for Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Video Call Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Set the Call Rate for Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Change Video Clarity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Set the Video Layout for the Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Change How Far-End Video Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Place a Video Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Stop Sending Video during a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Start Video During an Audio Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Handling Conference Calls with Video . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Handling Video Calls without a Camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Audio and Video Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Handling a Mixture of Video and Audio-Only Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Record Audio Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Guidelines when Recording Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Record a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Pause a Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Resume a Recoding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Stop Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Browse Recorded Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Play Recorded Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Pause and Resume Played Recordings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Stop Playing a Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Rename a Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Delete Recordings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Sharing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Sharing Content with RealPresence Desktop or Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Sharing Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Polycom, Inc.
Download and Install People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Share Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Stop Sharing Content with People+Content IP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Share Content with People+Content over USB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Using the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Open the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Display Meeting Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Return to Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Meeting Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Choose a Meeting Reminder Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Choose an Alert Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Disable Meeting Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Joining a Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Join Meetings from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Join a Meeting from a Meeting Reminder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Join a Meeting with an Alternate Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Call Lists and Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Recent Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
View Recent Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
View Call Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Save a Recent Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Delete a Recent Call Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Edit Recent Contact Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Managing the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Search for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Add a Contact to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
View Contact Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Update a Contact’s Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Delete a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Add Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Remove Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Using the Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Searching the Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Perform a Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Perform an Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Add Corporate Directory Contacts to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . 53
Searching the BroadSoft Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
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Perform a Simple Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Perform an Advanced Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Add BroadSoft Contacts to the Local Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Voicemail and Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Access Voicemail Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Receiving Messages with Group Paging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Receiving Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Receiving Pages When You’re Not in an Active Call . . . . . . . . . . . . . . . . . . . . . . . . . 57
Listen to Pages during Active Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Connecting Bluetooth Devices and Laptops . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Connecting Devices using Bluetooth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Make the System Visible to Nearby Bluetooth Devices . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Connect a Bluetooth Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Connect a Bluetooth Device Using Near Field Communication . . . . . . . . . . . . . . . . . . . . 60
Play Audio from a Bluetooth Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Connecting a Device using a USB Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Connecting a Laptop to the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Connect a Device or Laptop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Setting RealPresence Trio 8800 as Your Audio Device . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Setting the System as Your Audio Device for Communication Clients . . . . . . . . . . . . 61
Set the System as Your Audio Device in RealPresence Desktop . . . . . . . . . . . . . . . 61
Set the System as Your Audio Device for Your Laptop . . . . . . . . . . . . . . . . . . . . . . . 62
System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Password Required to Customize RealPresence Trio 8800 . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Set the Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Set the Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Disable the Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Backlight Intensity and Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Change the Backlight Intensity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Change the Backlight Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Formatting Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Power-Saving Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Change Your Office Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Change Timeouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Set a Ringtone for Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Control Where Audio Plays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
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Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Features for Hearing-Impaired Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Features for Vision-Impaired and Blind Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Features for Mobility-Impaired Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Maintaining the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Investigate Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Restart the System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Update the System Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Test System Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Clean the Touchscreen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Check the Status of RealPresence Trio Visual+ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Check the Status of the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Tips for Resolving Content Sharing Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Tips for Resolving Camera Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
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Before You Begin
This Polycom RealPresence Trio Solution User Guide contains overview information for the Polycom®
RealPresence Trio™ 8800 audio conferencing system and the Polycom® RealPresence Trio™ Visual+
content and video accessory.
Audience, Purpose, and Required Skills
This guide is intended for beginning users, as well as intermediate and advanced users who want to learn
more about the solution’s features.
Related Documentation
For additional information about the solution, view the following documents on the RealPresence Trio 8800
support page:
● User Documents:
 Quick Tips—A quick reference on how to perform basic functions.
● Setup and Maintenance Documents:
 Setup Sheet—This guide describes the contents of your package, how to assemble the system
or accessory, and how to connect the system to the network. The quick start guide is included in
the solution package.
 Administrator Guide—This guide provides detailed information about setting up your network and
configuring features.
 Regulatory Notice—This guide provides information for all regulatory and safety guidance.
You can also view Feature Descriptions and Technical Notifications on the Polycom Voice Support page.
These documents describe workarounds to existing issues and provide expanded descriptions and
examples for settings and features. You can find these documents on the Polycom Profiled UC Software
Features and Polycom Engineering Advisories and Technical Notifications support pages.
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Getting Started with Polycom RealPresence Trio
8800
Before you use the RealPresence Trio 8800, take a few moments to familiarize yourself with the system and
its features. This section details the system’s components, the screen layout, and how to navigate the
system.
As you read this guide, keep in mind that certain features are configurable by your system
administrator or determined by your network environment, and some features may not be enabled or
may operate differently on the system. Additionally, the examples in this guide may not directly reflect
what is displayed or is available.
Overview of RealPresence Trio 8800
RealPresence Trio 8800 supports audio-only conference calls with Open-SIP voice platforms along with
point-to-point, bridge, and video calls.
When paired with the RealPresence Trio Visual+ content and video accessory, you can stream video and
share content for all calls on the RealPresence Trio 8800.
RealPresence Trio 8800 Hardware
The following figure displays the hardware features on the RealPresence Trio 8800. The table lists each
numbered feature shown in this figure.
RealPresence Trio 8800 hardware features
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RealPresence Trio 8800 Hardware Feature Descriptions
Reference
Number
Feature
Feature Description
Touchscreen
Enables you to select items and navigate menus on the touch-sensitive screen.
NFC
Enables you to connect a Bluetooth-capable mobile phone or tablet using Near
Field Communication (NFC).
USB Port
Enables you to connect a USB flash drive or connect a computer using a USB
cable.
Device Port
Enables you to connect a mobile or tablet device to the system using a USB
device cord.
Speaker and
Microphones
Provides audio for the ringer and speakerphone and sends your audio to the
far-end.
Mute key
Mutes the microphones during calls and conferences. The key glows red when
activated.
Volume keys
Adjust the volume of the audio from the speakerphone and ringer.
Navigating the System
The RealPresence Trio 8800 has icons, status indicators, and screens to help you navigate the user
interface and understand important information on the state of the solution.
Accessing User Screens
The following screens display on the RealPresence Trio 8800:
● Home Screen—Displays your messages, settings, and information.
● Place a Call Screen—Enables quick access to the dial pad, Recent Calls, Contacts, and Calendar.
● Calls Screen—Displays all active and held calls on your line.
Access the Home Screen
The Home screen displays the icons you can select to access features, settings, and other information;
additional registered lines; and favorites you can save to quickly call contacts.
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Polycom RealPresence Trio Solution User Guide
Home screen and Page Indicator
To access the Home screen:
» Tap
and tap
Home.
Expand or Contract the Home Screen
A Page Indicator shows underneath the Menu options of the Home screen and indicates the page you are
currently viewing. You can press and hold the Page Indicator to control how many icons display on the Home
screen.
To expand or contract the Home screen:
1 On the Home screen, press and hold the Page Indicator, as shown next.
Accessing the Place a Call Screen
The Place a Call screen is displayed when you tap the Place a Call icon on the Home Screen or when the
system is idle and not in use, if set by your system administrator. From the Place a Call screen, you can
access the dial pad, Contacts, Recent Calls, and the Calendar, as shown in the following figure.
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Polycom RealPresence Trio Solution User Guide
Place a Call screen
Accessing the Calls Screen
The Calls screen is displayed automatically when you place a call and you have an active call in progress.
When you have an active call in progress, the name and number of the contact you are talking with and the
duration of the call is displayed in the Calls screen, as shown next.
Active call on the Calls screen
You can also view active and held calls in progress on the system, as shown next. If the system has multiple
lines, active and held calls display under the associated line.
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Polycom RealPresence Trio Solution User Guide
Two calls on the Calls screen
Icons and Status Indicators
The following table display icons and status indicators that display on the RealPresence Trio 8800.
Icons and Status Indicators
Icon
Description
Icon
Description
Registered line
Do Not Disturb enabled
Unregistered line
Call forwarding is enabled
Placing a call
Wireless status
Active call
Paired device
USB device attached
Bluetooth enabled
Placed audio call
Missed audio call
Received audio call
Enter Information Using the Onscreen Keyboard
The onscreen keyboard enables you to enter information into text fields using the touchscreen. The
keyboard is displayed on screen automatically when a text field is shown. When a data entry field requires
only numbers, the onscreen keyboard displays only numbers.
You can use the following icons on the onscreen keyboard to enter information in text fields:
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Polycom RealPresence Trio Solution User Guide
●
Shows alphabetical letters
●
Shifts to uppercase letters.
●
Shifts to lowercase letters
●
Displays numbers and punctuation marks
●
Displays special characters
To access and use the onscreen keyboard:
1 Tap a text field.
2 Press your finger on each character you want to enter.
Close the Onscreen Keyboard
When you are done entering information into a text field, or you want to exit the current screen and return
to the previous screen, close in onscreen keyboard.
To close the onscreen keyboard:
» Tap Done.
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Logging Into and Locking the System
You can lock the RealPresence Trio 8800 and log in to the system with login credentials.
Logging into the System
If your system administrator has enabled users to sign in to their user accounts on the system, you can log
into the system to access and view your Local Directory, favorites, and custom settings. Contact your system
administrator for your user credentials.
When you change settings while logged in to the system, the settings are saved and displayed the next time
you log into another system.
When the system is logged out, you can use the system to place emergency calls and calls to other
pre-determined phone numbers. Pre-determined numbers are set up by your administrator. For
information on how to place authorized calls, see Place Calls from a Locked or Logged Out System.
Log Into the System
Depending on how your system administrator set up the user login feature, you may need to log in to the
system before you can use the system. When you log in, you have full access to your personal settings and
your directory.
To log into the system:
1 Do one of the following:
 If you see the User Login screen, proceed to step 2.
 If you do not see the User Login screen, navigate to Settings > Features > User Login > Log In.
2 From the User Login screen, enter your user ID and password, and tap Log In.
Log Out of the System
After you use a RealPresence Trio 8800, make sure you log out to prevent access to your personal settings.
To log out of the system:
1 Tap Log Out, or select Settings > Features > User Login > Log Out.
The Logout screen is displayed with a confirmation message.
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Polycom RealPresence Trio Solution User Guide
2 Select Yes.
Your personal profile is no longer accessible, and the system displays either the User Login screen
for the next user, or the default profile.
Change Your User Login Password
You can change your login password from any RealPresence Trio 8800.
To change your user password:
1 Log in to a system on your network.
2 Navigate to Settings > Features > User Login > Change User Login Password.
3 From the Change User Login Password screen, enter your old and new password information,
and select Enter.
Your password is changed. The next time you log in to a RealPresence Trio 8800, you need to enter
your new password.
Locking the System
Your system administrator provides you with a user password that you can use to unlock the system and
use to answer calls when the system is locked.
When the system is locked, you can:
● Make outgoing calls to authorized numbers.
● Enter a password to answer incoming calls.
● View messages on the status bar informing you that the system is locked and that only authorized
calls are allowed. Any messages that displayed before the system was locked do not display.
Lock the System
When you lock the system, you can choose to enable one of the following options:.
● Allow ringing when locked - incoming calls ring on the system, and you can answer calls by entering
a user password.
● DND when locked - Do Not Disturb applies to all lines and the system does not ring for incoming calls
(see the section Rejecting Calls with Enable Do Not Disturb).
If you set up the system to allow you to answer incoming calls when locked, you can answer calls by entering
your user password. See the section Answer Calls on a Locked System for more information.
To lock the system:
1 Navigate to Settings > Basic > Lock Phone.
2 From the Lock Phone screen, select Allow ringing when locked (the default setting) or DND
when locked.
When you choose this option, you can answer a call by entering your password.
3 Select Lock.
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Polycom RealPresence Trio Solution User Guide
Unlock the System
You can unlock the system using your user password.
To unlock the system:
1 Tap Unlock.
2 Enter your user password and tap Enter.
Change Your User Password
To change your user password, you need access to the Advanced settings menu, which is
password-protected. Contact your administrator for help with accessing Advanced settings and changing
your user password.
To change your user password:
1 Navigate to Settings > Advanced.
2 Enter the administrator password, and tap Enter.
3 From the Advanced screen, tap Change User Password.
4 From the Change User Password screen, enter your old and new password information.
By default, the onscreen keyboard displays numbers. You can tap Mode and select ABC to set your
password with alphabets.
5 Select Enter.
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Audio Calls
The system can manage a maximum of 12 active, incoming, and held audio calls at a time on one registered
line. However, you can have only one active call in progress with numerous other incoming calls or calls on
hold.
The system can only have one registered line.
Placing Audio Calls
You can place audio calls on the system in numerous ways, including placing international calls, placing
calls from Recent Calls, placing calls to contacts or favorites, or calling authorized numbers on a locked
system. If enabled, you can also place calls over Bluetooth or an intercom call to a specified contact.
Place a Call
The Dialer enables you to enter a number or IP address to place a call using the dial pad or onscreen
keyboard.
To place a call:
1 Tap Place a Call.
2 Enter your contact’s number or tap the onscreen keyboard
3 Tap
and enter an IP address.
Place an International Call
You can place calls to international numbers from the Dialer.
To place an international call:
1 In the Place a Call screen, quickly tap the star key * twice.
A plus sign + is displayed.
2 Enter the number and tap
Place a Call from Recent Calls
You can place calls from Recent Calls, which has calls that were recently placed, answered, or missed. See
the section View Recent Calls for more information on recent calls.
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Polycom RealPresence Trio Solution User Guide
To place a call from Recent Calls:
1 Navigate to Recent Calls.
2 From the Recent Calls screen, select a contact.
The call is automatically placed after you select a contact.
Place a Call to a Favorite
You can place a call to favorites by selecting a favorite on the Home screen. Contacts you add as favorites
display at the bottom of the Home screen with an avatar
. See the section Add Favorites for information
on adding Favorites.
To place a call to a favorite:
» On the Home screen, tap a favorite.
A call is placed to the favorite automatically.
Place Calls from Directories
You can place a call to a contact directly from one of the directories available on the system or you can select
contacts to call in the directory from the Place a Call screen.
To call a contact from a directory:
1 Do one of the following:
 Navigate to Contacts and select a directory.
 Navigate to Place a Call, tap
, and select a directory.
2 Select a contact.
3 From the Details screen, tap
next to the number you want to call.
Place a Call from the Directory Search Screen
You can also call contacts from the search screen in your directory.
To call contacts from the directory search screen:
1 Select Contacts and select a directory.
2 In the Search field, enter your contact’s first or last name.
3 Select your contact.
4 In the Details screen, tap
next to the number you want to call.
Place Calls from a Locked or Logged Out System
When the system is locked or you are not logged in to the system, you can place calls only to emergency
numbers, such as 911, and up to five authorized numbers that your administrator can set up, as shown next.
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Polycom RealPresence Trio Solution User Guide
You cannot call any other numbers from a locked or logged out system. For more information, see the
section Logging Into and Locking the System.
To call an authorized number from a locked or logged out system:
1 Tap New Call.
2 From the Place an Authorized Call screen, select a number and tap Dial.
Place an Intercom Call
The intercom on the system enables you to place a call to a contact that is answered automatically on the
contact’s phone. The intercom call is automatically answered only if the contact is not in an active call. If the
contact is in an active call, the contact can choose to answer the intercom call, or the intercom call is
answered automatically after the active call ends. Check with your system administrator to find out if this
feature is available on the system.
To place an intercom call:
1 From the Home screen, select Intercom.
2 Enter a number or select a contact from Contacts, Favorites, or Recent.
3 Tap
The system plays a tone and the call is answered automatically on the contact’s phone.
4 Speak your message and wait for a reply.
5 If you do not need to wait for a response, tap Hang Up
Your system administrator can set up the system to automatically call a specific contact when you
press the Intercom soft key. If the system is set up this way, press the Intercom soft key and wait for
the call to be answered before speaking your message.
Place an Intercom Call during a Call
You can place an intercom call to another contact during an active call.
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Polycom RealPresence Trio Solution User Guide
To use the intercom during a call:
1 Select Hold, and select the Intercom soft key.
The active call is placed on hold and the Dialer screen is displayed.
2 Enter a number or select a contact.
3 Tap
4 After the call is answered, speak your message and select Hang Up.
5 Select Resume.
Place a Call over Bluetooth
When the RealPresence Trio 8800 is paired and connected with a Bluetooth-enabled mobile phone or tablet,
you can place a call on your device and use the system as a speakerphone for the call. See the section
Connecting Bluetooth Devices and Laptops for information on connecting and pairing your device with the
RealPresence Trio 8800.
To place a call over Bluetooth:
1 Connect your device with the RealPresence Trio 8800 over Bluetooth.
2 On your device, place a call to a contact.
3 On the call screen, select the RealPresence Trio 8800 as your audio source.
Redial a Number
All recently placed calls are displayed in the Recent Calls list. The first number in the list is the last call you
placed.
To redial a number:
» Do one of the following:
 Tap Redial on the Home Screen.
 Select Place a Call, tap
, and select the first number in the list.
Answering Audio Calls
When you receive an incoming call on the system, you can choose to answer the call in various ways.
Answer Calls in the Incoming Call Window
When you receive an incoming call, the system rings and an Incoming Call screen is displayed, as shown
next. In the Incoming Call screen, you can choose to answer or ignore the incoming call.
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Incoming Call screen
Your system administrator can enable the screen to flash bright orange when you have an incoming
call. The screen continues to flash until the incoming call is displayed in the Home or Calls screen. For
more information about this feature, see your system administrator.
To answer an incoming call:
» Tap Answer
After you answer the incoming call, the call becomes active.
If the system is locked, you must enter a user password before answering the call. See the section
Answer Calls on a Locked System.
Answer a Call When in a Call
When you are in an active call and an incoming call arrives on the same or a different line, a call waiting tone
beeps, and the Incoming Call window is displayed.
To answer an incoming call during a call:
» Tap Answer
The active call is placed on hold, and the incoming call becomes active.
Answer Calls Automatically
You can set up the system to automatically answer calls using the Auto Answer feature. When this feature
is enabled, the system automatically answers all incoming calls using the speakerphone. Your system
administrator sets how many times the system rings before the call is automatically answered.
When Auto Answer is enabled and you receive an incoming call while in a call, the incoming call is not
answered until you end or hold the current call.
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To enable the system to automatically answer calls:
1 Navigate to Settings > Basic > Preferences > Auto Answer.
2 From the Auto Answer screen, select Auto Answer SIP Calls, and select Yes.
3 Select Microphone Mute, and choose Yes (the default setting) to mute the microphone for
auto-answered calls.
4 Select Video Mute, and select Yes to mute the video when video calls are auto-answered.
The default setting is No. See the section Video Calls for more information on placing video calls.
5 Select Save.
These settings are applied to all incoming calls.
Answer Calls on a Locked System
When the system is set up so that you can answer incoming calls when locked (see the section Locking the
System), you can answer calls by entering your user password.
To answer a call on a locked system:
1 From the Incoming Call window, tap Answer
2 Enter your user password and select Enter.
The call connects.
Answer an Intercom Call
When you receive an intercom call on the system, the call is answered automatically using the
speakerphone. If the system is set up to answer intercom calls with your microphone muted, you need to
unmute your microphone before responding to the call.
To answer an intercom call:
» After the call is answered, tap Mute
and reply.
Handling Incoming Calls
When you receive an incoming call, you can choose to decline the call instead of answering. You can also
enable Do Not Disturb to reject all calls for a brief time period or set up Call Forwarding to automatically
forward calls sent to your line.
Decline an Incoming Call
You can decline an incoming call and send the call directly to voicemail. Declined calls display in the Missed
Calls list in Recent Calls. Rejecting calls is not available for shared lines.
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To decline an incoming call:
» From the Incoming Call window, select Decline
The call goes directly to voicemail.
Rejecting Calls with Enable Do Not Disturb
When you enable DND, the following occurs:
● The DND icon
is displayed in the status bar.
● When the system is idle, the DND icon is displayed next to the line on the Home screen. If you have
new messages or forwarding enabled, the messages or forwarding icon is displayed instead.
Enabling DND on shared lines disables ringing only. A visual notification of the call still displays, and you
have the option to answer or silence the call.
Enable Do Not Disturb
If there is a single line registered on the system, you can enable Do Not Disturb (DND) to prevent the system
from ringing and to send all incoming calls directly to voicemail. All calls received while DND is enabled are
logged in the Recent Calls list.
To enable or disable Do Not Disturb:
» Do one of the following:
 Tap DND on the Home screen.
 Navigate to Settings > Features > Do Not Disturb, and tap Enable.
Enable Do Not Disturb on Multiple Lines
By default, the Do Not Disturb feature applies to all registered lines on the system. Your system
administrator can set up the system so that you can enable the feature on a per-line basis.
To automatically enable Do Not Disturb for all lines:
1 Navigate to Settings > Features > Do Not Disturb.
2 Select Set All to enable DND for all lines.
Enable Do Not Disturb for One Line
If the system has multiple line registrations, you can choose to enable DND for a particular line and not all
lines.
To enable Do Not Disturb for a particular line:
1 Navigate to Settings > Features > Do Not Disturb.
2 From the Line Select screen, select a line.
3 From the Do Not Disturb screen, tap Enable.
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Disable Do Not Disturb
You can disable DND when you are ready to resume receiving calls again.
To disable Do Not Disturb:
» Navigate to Settings > Features > Do Not Disturb and tap Disable.
Forwarding Incoming Calls
You can choose to forward an incoming call to a contact or forward all incoming calls to one of your contacts.
Forward an Incoming Call to a Contact
You can forward an incoming call directly to a contact without answering the call. You cannot forward calls
in this way on shared lines.
To forward an incoming call to a contact:
1 In the Incoming Call screen, tap
then tap Forward.
2 From the Call Forwarding screen, enter the forwarding number, and tap Forward.
Forward All Incoming Calls to a Contact
You can set up the system to forward all incoming calls to a contact, which you can also do with the Do Not
Disturb feature enabled.
For shared lines, you can only choose Always as your forwarding option; the other forwarding options are
not available for shared lines.
To forward all incoming calls to a contact:
1 Navigate to Settings > Features > Forward.
2 If the system has multiple lines, select a line.
3 From the Forwarding Type Select screen, select a forwarding type:
 Always
Forwards all incoming calls.
 No Answer
 Busy
Forwards all unanswered incoming calls.
Forwards incoming calls when you’re in a call.
4 Enter a contact’s number, and select Enable.
5 If you selected the No Answer option, you can enter the number of rings before the system forwards
the call. The default is set to nine.
The forwarding number or name of the contact you chose displays in the status bar, and when you
select Always as your forwarding option, the forwarding icon
is displayed on the line.
Disable Call Forwarding
You can disable call forwarding when you no longer want to forward calls.
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To disable call forwarding:
1 Navigate to Settings > Features > Forward.
2 If the system has multiple lines, select a line.
3 From the Forwarding Type Select screen, tap Disable Call Forwarding.
End an Audio Call
You can end an active call on the system at any time. You cannot end calls on hold. You must resume held
calls before ending them.
To end active calls:
» Do one of the following:
 Tap Hang Up
 In the Calls screen, select the call and tap Hang Up
 From the Calls screen, select a held call, tap Resume
, then tap Hang Up
Holding and Resuming Calls
When you are in a call, you can place an active audio or video call on hold and resume the call. When you
place a call on hold, the Mute key indicators on the system and microphones are red. When you are placed
on hold, the Mute key indicators on the system and microphones flash green.
Hold a Call
You can place any active audio or video call on hold.
To hold a call:
» During an active call, tap Hold
The Resume
. If you’re in the Calls screen, be sure to highlight the call first.
soft key is displayed.
Resume a Call
You can view and resume all held calls in the Calls screens.
To resume a held call:
» Do one of the following:
 Tap Resume
 From the Calls screen, select the call to highlight it, and tap Resume
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Transferring Calls
You can transfer active or held calls to another person using the following transfer types:
● Blind transfer
Transfer calls directly to another line without speaking with the other party first.
● Consultative transfer
Speak with the other party before completing the transfer.
Choose a Default Transfer Type
You can choose a default transfer type to use for all calls or choose a transfer type during a call. When you
choose a default transfer type, you can press the Transfer soft key, and the system uses the set transfer
type for all calls. Consultative is set as the transfer type by default.
To set a default transfer type for all calls:
1 Navigate to Settings > Basic > Preferences > Default Transfer Type.
2 On the Default Transfer Type screen, choose a transfer type.
The selected transfer type is used for all calls.
Transfer a Call
You can transfer a call to another contact and choose the transfer type you want to use for the call.
To transfer a call:
1 During a call, tap Transfer
to use the default transfer type.
2 Dial a number or choose a contact from Contacts or Recent Calls.
If the default transfer type is set to Blind, the call is transferred immediately.
3 If the transfer type is set to Consultative, press Transfer
after speaking with your contact.
Cancel a Transfer
If a contact does not answer the transfer or you want to remain speaking with the contact on your line, you
can cancel the transfer before it is complete.
To cancel a transfer before the call connects:
» Select Cancel.
The call is not transferred and becomes active.
Managing Multiple Calls
You can manage multiple calls that are active, incoming, or held on the system. In the Calls screen, you can
view active and held calls, including conference calls. The following figure shows an active call and a held
conference call.
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Manage Calls from the Calls Screen
From the Calls screen, you can manage a call by holding, resuming, or transferring the call.
To manage a call from the Calls screen:
1 Select a call.
2 Do one of the following:
 Select Hold
to place an active call on hold.
 Select Resume
to make a held call active.
 Select Hang Up
to end a call with a contact. You can end active calls only, so resume the held
call first before ending it.
 Select Transfer
to send the call to another contact.
Audio Call Settings
On RealPresence Trio, you can mute and unmute the microphone and change the volume of the ringtone
or audio during calls.
Mute Audio
You can mute the microphone so other parties cannot hear you. You can still hear all other parties when you
mute your microphone.
To mute the microphone:
» During a call, do one of the following:
 Tap Mute
 Tap the Mute key
on the system.
 Tap the Mute key
on the microphone.
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Unmute Audio
Unmute your audio when you are ready to speak and let your contacts hear.
To unmute the microphone:
» During a call, do one of the following:
 Tap Unmute
 Tap the Mute key
on the system.
 Tap the Mute key
on the microphone.
Change the Volume
You can increase the volume of the system’s ringtone and the audio during a call.
To change the volume of the ringtone or audio during calls:
» Tap one of the Volume keys to increase or decrease the audio.
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Conference Calls
You can initiate and manage up to 12 audio conference calls on the RealPresence Trio 8800. You can also
place video conference calls with contacts and view video streams for those participants. See the section
Video Calls for more information on video conference calls.
Tips for Conference Calls
When you are in a conference call, follow these tips:
● Mute your microphone when you are not speaking, especially in noisy environments.
● Avoid tapping the microphone or rustling papers near the microphone.
● Speak in your normal voice without shouting.
Initiating Conference Calls
You can initiate a conference call with four contacts, and you can also hold, resume, or split a conference
call. The RealPresence Trio 8800 can manage a maximum of 12 active or held conference calls at a time.
However, you can have only one active conference call in progress with numerous other conference calls
on hold.
If your system administrator enables the Conference Management feature, you can manage each
participant in the call. With the Conference Management feature, you can mute and remove individual
participants in a conference call. For more information, see the section Manage Conference Call
Participants.
Initiate a Conference Call
You can initiate a conference by adding a contact during an active call and merging the contacts into a
conference call.
To initiate a conference call:
1 Call a contact.
2 After the contact answers, tap Add
The call is held.
3 Enter another contact’s number or select a contact from Contacts or Recent Calls.
The contact is added to the conference call after answering.
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Add Additional Participants to a Conference Call
You can add up to four contacts to a conference call.
To add additional participants to a conference call:
1 During an active conference call, tap Add Participant.
2 Enter another contact’s number or select a contact from Contacts or Recent Calls.
The new contact is added to the conference call after answering.
Merge Two Calls into a Conference Call
You can merge an active call and a held call to initiate a conference call.
To merge calls into a conference call:
1 In the calls screen, tap the held call.
2 Tap Merge.
The held call is merged with the active call and a conference call is initiated.
End a Conference Call
By default, when you end a conference call, your connection to the call ends, and the other participants in
the conference remain in the call. However, your system administrator can set up the system so that all
connections terminate when you end a conference call.
To end a conference call:
» During a conference call, select Hang Up
Hold a Conference Call
When you place a conference call on hold, you place all conference participants on hold. To place one
conference participant on hold, see the section Manage Conference Call Participants.
To place a conference call on hold:
» Tap Hold
If you’re in the Calls screen, highlight the conference first.
Resume a Conference Call
Resuming a held conference call enables all participants to hear the audio of everyone on the call.
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To resume a held conference call:
» Tap Resume
Manage Conference Call Participants
If your system administrator enables the conference management feature, you can mute and remove
participants from the conference, as shown next.
To manage a participant in a conference call:
1 During an active conference, select the participant you want to manage.
2 Do one of the following:
 Tap Mute
to mute the participant. The muted participant can hear everyone, but no one can
hear the muted participant.
 Select Hang Up
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Video Calls
When the RealPresence Trio Visual+ content and video accessory is paired with the RealPresence Trio
8800, you can send video to your contacts with a connected Logitech Webcam C930e USB camera and
view video from contacts on a connected monitor. See Logitech Support for more information on the
Logitech Webcam C930e.
If you do not have a Logitech Webcam C930e connected to the RealPresence Trio Visual+ when you
receive video during calls, you can see your contact’s video, but your contact cannot see video from you.
Tips for Video Calls
Use the following tips when you’re in a video call:
● Check your video image to make sure it’s clear, bright, and sharp. For information on adjusting
camera settings, see Change Video Clarity .
● Avoid bright lights or windows behind you. If the camera faces a window or bright lights, you may have
to adjust the camera settings. To adjust camera settings, see Video Call Settings.
● Avoid wearing bright colors, all-light or all-dark clothing, or busy patterns, such as small checks or
narrow stripes. Pastels and muted colors look best on the screen.
● Use natural gestures and speak in a natural tone without shouting.
● Pause between sentences to allow for possible audio delay.
● During a conference call, mute your microphone when not speaking.
● Avoid tapping or rustling papers near the microphone.
For more tips on proper video conferencing etiquette, see Polycom’s The Etiquette of Video
Conferencing and Telepresence.
Video Call Settings
When you update video settings, you change the way all video calls display for a RealPresence Trio 8800.
If you update settings during a call, the new settings apply to the next call and not the current call.
Set the Call Rate for Video Calls
You can set the maximum bandwidth to use for a video call. The call rate you select applies to your next
video call. Your system administrator can set a maximum call rate for video calls. If your system
administrator sets a call rate limit, you cannot select a call rate above this limit.
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To set the maximum call rate to use for video calls:
1 Navigate to Settings > Basic > Call Rate.
2 From the Call Rate screen, select the maximum call rate you want to use for video calls. You can
choose a call rate between 128 kbps and 4096 kbps. The default setting is 2048 kbps.
Change Video Clarity
You can change the Target Frame Rate to improve video clarity. The Target Frame Rate sets how smoothly
your video displays. You can set a rate between 5 (least smooth) and 30 (smoothest). The default rate is 30.
To change the clarity of your video:
1 Navigate to Settings > Basic > Video > Camera Settings.
2 From the Camera Settings screen, tap Target Frame Rate, and tap Up or Down to move the slider
to change the frame rate.
Set the Video Layout for the Meeting
During a video call, you can choose how video from meeting participants display on the monitor. You can
choose any of the following options:
● Auto (default)—The system chooses the best layout for the call.
● Gallery View— Shows up to five meeting participants. If content is displayed when the maximum
number of participants is active, the content replaces one participant. When there are less than five
participants, self-view displays.
● Picture-in-Picture (PIP)—Displays self-view or the active talker. The PIP displays in or on the meeting
content
● Full Screen— The video of the active speaker or the meeting content displays in full screen.
To set the video layout for the meeting:
1 During a video call, tap Layout.
2 Select a layout option.
Change How Far-End Video Displays
You can adjust the appearance of far-end video so that it displays as one of the following:
● Normal (default)—The video image displays with correct proportions. Black bars appear on the top,
bottom, or sides of the area to maintain the correct aspect ratio if the aspect ratio of the sent video
does not match the display area on the system. The portions of the video that are not being received
display as black bars.
● Full—If the received video image is not the same aspect ratio as the monitor’s display area, the video
image is stretched to fill the area. If the aspect ratios match, no stretching occurs.
● Crop—The video image is resized to maintain the correct aspect ratio. Any parts of the image that do
not fit within the area are cropped.
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To change the way far-end video displays:
1 Navigate to Settings > Basic > Video > Video Screen Mode.
2 Tap Video Screen Mode (Full Screen).
3 Select Normal, Full, or Crop.
4 Tap Save.
Place a Video Call
Depending on how the system is set up by your administrator, you can place a video call to one contact or
add video during an audio call.
To place a video call:
1 Tap Place a Call, enter a number or select a contact from Contacts or Recent Calls.
2 Tap
or tap Dial.
3 In the Call screen, tap Start Video, if needed.
Stop Sending Video during a Call
You can stop transmitting video at any time during a call. Stopping video does not create an audio-only call.
When you end the video call, the video setting is reset, and video displays automatically for the next video
call.
To stop sending video during a call:
» In the Call screen, tap Stop My Video.
The stop video icon
is displayed and the far-side cannot see you.
You can't start and stop far-side video. If the system is set up to receive far-side video, the far-side
video always displays.
Start Video During an Audio Call
When you place an audio-only call, you can start sending video at any point during the call if a camera is
connected to the system. After you start sending video, you can mute your video, but you cannot stop
sending video and return to an audio-only call.
To start video during an audio-only call:
» In the Call screen, tap Start My Video.
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Handling Conference Calls with Video
When you set up a conference, the system displays video for only one conference participant at a time, even
if more than one participant can send video. The person whose video you see is the active speaker or the
last person with video enabled who joined the conference.
Viewing all video participants requires the use of a Polycom Video Conference Bridge. For more
information, contact your Polycom reseller.
Handling Video Calls without a Camera
When you do not have a Logitech Webcam C930e attached to the RealPresence Trio Visual+, you can
receive video, but you cannot send video. Video always displays when the person you are talking with can
send video and the system is enabled to receive video.
Audio and Video Calls
When you are in a call with a person who has a video-enabled phone or video conferencing system, the far
side video displays on the monitor. For contacts without video enabled, only your video stream displays on
the monitor, and an Audio icon displays on the monitor with the number of contacts on audio. For more
information on viewing and changing how the far-side video displays, see the section Change How Far-End
Video Displays.
Handling a Mixture of Video and Audio-Only Calls
When you have multiple calls, and two or more calls are video calls, only the active call shows a video
stream of the far side. All other video calls show a paused grayscale image of the far side. If you resume a
held video call, the held call becomes active and displays an active video stream again.
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Record Audio Calls
When a USB flash drive is connected to the system, you can record audio calls onto the drive. Recordings
are stored as .wav files on the USB flash drive, and you can record up to four hours in one file. You can
replay recordings on the system or on a Apple or Windows computer.
Guidelines when Recording Calls
The following are a list of guidelines to follow when recording audio calls:
● Inform contacts when you are recording a call.
● Make sure you mute your audio when you are placed on hold while recording the call. When you place
a call on hold while recording, the recording pauses. However, when another person places you on
hold, the recording continues.
● During an active call, pause your recording before answering incoming calls. All incoming calls you
answer after you start recording are also recorded in the same file. For example, on June 22, 2012,
at 11:22 a.m., you answer a call from person A. During your call with person A, you answer calls from
person B and person C. All three calls are recorded in the same file.
Record a Call
You can record all audio active calls on the system. You cannot record video calls or record when there are
no connected calls, when you place a new call to transfer a call or initiate a conference, or when you have
an incoming call.
Make sure to inform your contacts on the call before you begin recording.
To record a call:
» During an active call, select
The recording icon
Start Recording.
displays at the top of the call screen.
Pause a Recording
You can pause a recording during a call at any time while the call is active.
To pause a recording:
» Select
Pause Recording.
The paused recording icon
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Resume a Recoding
When you resume a recording after pausing, the recording continues within the same file.
To resume the recording:
»
Select
Resume Recording.
Stop Recording
You can choose to stop recording a call before the call ends. The recording also stops when the active call
ends, no matter who ended the call.
To stop recording:
» Do one of the following:
 Select
Stop Recording.
 Select End Call.
Caution: Removing a USB flash drive during a recording
Polycom recommends that you do not remove the USB flash drive while recording. The file being
recorded will be incomplete and cannot be played back later. When you remove the USB flash drive
while recording, you can also damage the flash drive.
Browse Recorded Calls
You can browse the recorded files stored on the USB drive and view system recordings.
To browse recorded files:
» Navigate to Settings > Features > Removable Storage Media > Browse Recordings.
A list of recordings is displayed.
Play Recorded Calls
You can play back calls that you recorded on your USB drive on the system. You can also play recorded
files on a Windows or Apple computer using an application capable of playing .wav files.
To play a recorded call:
1 Navigate to Settings > Features > Removable Storage Media > Browse Recordings.
2 Select a file, and select Open.
3 Select Play.
The length of the recording and a progress bar is displayed as the recording plays.
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Note: You cannot play recordings during active calls
You cannot open and play recordings when you are in an active call or if you're recording a call. If you
try to, a message indicating that the action was canceled is displayed. Place the call on hold before
playing the recordings. The recording stops playing when you resume the call.
Pause and Resume Played Recordings
While you’re playing a recording, you can pause the recording, perform another tasks on your phone, and
resume the recording at any time.
To pause and resume a recording:
1 While the recording plays, select Pause.
2 Select Resume to continue playing the recording.
When you receive an incoming call while playing a recording, the recording is paused automatically. If you
do not answer or reject the incoming call, the recording remains paused until you resume playing the
recording.
Stop Playing a Recording
When you are finished listening to a recording, you can stop playing it by exiting the recording.
To stop playing a recording:
» Select Exit.
Rename a Recording
By default, recordings are labeled with the date of the recording. You can rename recordings to give them
more meaningful names.
To rename a recording:
1 Navigate to Settings > Features > Removable Storage Media > Browse Recordings.
2 From the Browse Recordings screen, select a recording.
3 Select Rename, update the filename, and select OK.
Delete Recordings
When you have played a recording or need additional space on your USB drive, you can delete recordings
on your phone.
To delete a recording:
1 Navigate to Settings > Features > Removable Storage Media > Browse Recordings.
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2 From the Browse Recordings screen, select a recording.
3 Select Delete.
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Sharing Content
When a RealPresence Trio Visual+ is connected to a TV monitor and paired with the RealPresence Trio
8800, you can show content to in-room meeting participants and during audio or video calls. You can use
the following applications or devices to show content:
● Polycom® RealPresence® Desktop
● Polycom® RealPresence® Mobile
● Polycom® People + Content™ IP
If the RealPresence Trio 8800 system is connected to a low resolution monitor or using a low
quality HDMI cable, a message displays and suggests you switch the monitor or HDMI cable.
Sharing Content with RealPresence Desktop or Mobile
To share content during a call, you need to use RealPresence Desktop on your laptop or RealPresence
Mobile on your tablet. If you do not have either application, you can download RealPresence Desktop onto
your laptop from the RealPresence Desktop Support page or download RealPresence Mobile from your
tablet’s application store.
Using RealPresence Desktop on your laptop, you can choose to share your monitor or share an open
application.
Using RealPresence Mobile on your tablet, you can choose to share content from local documents, photos,
a website, or Dropbox. You can also choose to share annotations you make on the Whiteboard or
Blackboard application within RealPresence Mobile.
See the RealPresence Desktop and RealPresence Mobile support pages for information on sharing content
with a room system.
Sharing Content with People+Content IP
The People+Content IP application enables you to send content from a computer using the system’s IP
address.
Keep the following points in mind about People+Content IP:
● While People+Content IP supports any computer desktop resolution, video streamed to the
RealPresence Trio solution will be scaled to either 720p or 1080p.
● People+Content IP provides video-only content. No audio is shared.
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Download and Install People+Content IP
Download and install the People+Content IP application onto your computer to use it to show content.
To download and install People+Content IP on a computer:
1 On your computer, go to the RealPresence Trio Support page.
2 Download the People+Content IP software for Mac or PC.
3 Open the zip file and click on the application installation.
4 Follow the installation wizard.
Share Content with People+Content IP
After you install People+Content IP, you are ready to share content.
To show content with People+Content IP:
1 On your computer, do one of the following:
 On a Windows computer, navigate to My Computer and click the People+Content IP folder.
 On a Mac computer, navigate to Finder then search for and run the People+Content IP
application.
2 Enter the IP address of the RealPresence Trio 8800 and the meeting password, if one is set.
3 Click Connect, open the content you want to show, and click
Stop Sharing Content with People+Content IP
When you are done showing content, stop the People+Content IP application.
To stop showing content:
» Click
in People+Content IP application.
Share Content with People+Content over USB
You can connect your Windows or Mac computer over USB to the RealPresence Trio 8800 system and
show content using the People+Content IP application. Video and data sent using the People + Content
application is sent over the USB cable and no network connection is required.
To show content over USB:
1 Connect a USB cable from the micro USB port on the RealPresence Trio 8800 to the USB port on
your computer.
A folder with the People+Content IP application opens automatically.
2 If the application folder does not open automatically, on your computer, do one of the following:
 On a Windows computer, navigate to My Computer and click the People+Content IP folder.
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 On a Mac computer, navigate to Finder then search for and run the People+Content IP
application.
3 Open the content you want to show, and click
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Using the Calendar
When your RealPresence Trio 8800 is configured to connect to the Microsoft Exchange Server, you can
view and join meetings scheduled in Microsoft® Outlook® from the RealPresence Trio 8800.
Open the Calendar
You can access the calendar on the system to view and join scheduled meetings. You can view meetings
for the current day and upcoming meetings. You cannot view meetings for previous days.
To open the calendar:
» From the Home screen, tap Calendar.
The calendar displays your meetings for the day, as shown next.
If you select Calendar, and the Calendar does not display, it is possible your login credentials are
incorrect or the Calendar is not connected. See the section Check the Status of the Calendar for more
information.
Display Meeting Details
From the Meeting Details screen, you can view the meeting’s start and end time, location, organizer,
invitees, and meeting description, as shown next. You can also join meetings and view all meeting numbers
that you can use to join the meeting.
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Meeting Details
To display Meeting view:
» From Day view, select a meeting.
Return to Day View
Day view is the default Calendar view, and you can return to Day view from Meeting view.
To return to Day view:
» Tap
Meeting Reminders
By default, the system displays a meeting reminder 5 minutes and 1 minute before a meeting starts. When
the meeting reminder displays, the system emits an alert tone. From the reminder, you can join a meeting
and view meeting details. The following figure shows a meeting reminder.
Meeting Reminder
Choose a Meeting Reminder Type
You can choose to have the following types of meeting reminders on the RealPresence Trio 8800:
● Silent
The meeting reminder is displayed and no alert tone plays.
● Audible Once An alert tone plays the first time a meeting reminder is displayed, but does not play
for additional reminders for the meeting.
● Audible Always
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To choose the type of meeting reminder:
1 Navigate to Setting > Basic > Preferences > Calendar Settings > Reminder Settings.
2 From the Reminder Settings screen, select Reminder Type, and choose a type.
If you have enabled meeting reminders, but the system is not displaying them, make sure that your
login credentials are correct.
Choose an Alert Tone
You can choose the alert tone that plays for meeting reminders.
To choose an alert tone:
1 Navigate to Setting > Basic > Preferences > Calendar Settings.
2 From the Calendar Settings screen, select Alert Tone.
3 Choose an alert tone and tap Play to hear the tone.
Disable Meeting Reminders
Meeting reminders are enabled on the system by default. When enabled, reminders display for all meetings.
When disabled, reminders do not display for any meetings. You can choose to disable meeting reminders
so they do not display for any meetings.
To disable meeting reminders:
1 Navigate to Setting > Basic > Preferences > Calendar Settings > Reminder Settings.
2 From the Reminder Settings screen, select Reminder > Disable.
Joining a Meeting
You can join a meeting from the Calendar or from a meeting reminder.
Join Meetings from the Calendar
You can join meetings from the Calendar in Day view or from the Meeting Details screen.
To join a meeting from the Calendar:
» Do one of the following:
 From Day view, tap Join for your meeting.
 Tap a meeting and tap Join in the Meeting Details screen.
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Join a Meeting from a Meeting Reminder
You can join a meeting from the meeting reminder when it displays before a meeting.
To join a meeting from a meeting reminder:
» Tap Join.
Join a Meeting with an Alternate Number
If the meeting organizer has provided alternate numbers you can use to join the meeting, you can choose
to view and use alternate numbers to join the meeting.
To join a meeting using an alternate meeting number:
» In the Meeting Details screen, choose a number.
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Call Lists and Directories
RealPresence Trio 8800 supports a Recent Calls list, a Local Directory, and a Corporate Directory. The
system can also support a BroadSoft Directory, depending on your server and if enabled by your system
administrator.
The system may not support all of the features described in this section. Check with your system
administrator to find out which features are available.
Recent Calls
The RealPresence Trio 8800 system maintains a Recent Calls list that includes missed, received, and
placed calls. Each list holds up to 100 entries.
You can perform the following tasks from the Recent Calls list:
● Remove calls from the list.
● Select a call record to view call details.
● Select a call record to call a contact.
View Recent Calls
In the Recent Calls list, you can view a list of up to 100 missed, received, and placed call entries.
To view your Recent Calls list:
» On the Home screen, tap Recent Calls.
View Call Details
In the Recent Calls list, you can view call details, edit call details before calling a contact, save a contact to
your directory, and delete call entries.
To view call details:
» Tap
next to a call record.
Save a Recent Contact
From the Call Details screen, you can save a contact to the Local Directory.
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To save a contact to your Local Directory:
1 From the Call Details screen, tap Save.
2 If needed, edit the contact’s information.
3 Tap Save.
Delete a Recent Call Entry
You can delete a recent call entry from the Recent Calls list.
To delete a recent call entry from the Recent Calls list:
» Select a call record and tap
Edit Recent Contact Entries
You can edit a contact’s number stored in your Recent Calls list before returning the contact’s call.
To edit a recent contact’s number before calling the contact:
1 Tap
2 Tap
next to a call record.
3 Edit the number then tap
Managing the Local Directory
You can add and save contacts in the system’s Local Directory, if you are allowed access by your system
administrator.
Note that your system administrator may set the Local Directory as read-only or require a password for
access to the directory. Contact your system administrator for assistant accessing or updating the Local
Directory.
You can perform the following tasks in your Local Directory:
● Search for Contacts
● Add a Contact to the Local Directory
● View Contact Details
● Update a Contact’s Information
● Delete a Contact
● Add Favorites
Search for Contacts
In the Local Directory, you can enter a search criteria to find your desired contact.
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To search for a contact:
1 Navigate to Contacts > Local Directory.
2 In the Local Directory, enter your search criteria in the Search field.
A list of search results is displayed.
Add a Contact to the Local Directory
When you add a contact to your Local Directory, you can choose how much information you want to enter
for your contact. You are required to only enter a contact number for each new contact.
To add a contact to your Local Directory:
1 In the Local Directory, tap
2 From the Add Contact screen, enter your contact’s information in the available fields.
3 Select Save.
View Contact Details
From your Local Directory, you can view information for any contacts saved to the directory.
To view contact details:
1 Navigate to Contacts > Local Directory.
2 In your Local Directory, select a contact.
The Details screen is displayed with the contact’s name and number. Additional information, such as
a job title or email address, can also display.
Update a Contact’s Information
After you add a contact to your Local Directory, you can update the contact’s information.
To update a contact’s information:
1 From the Local Directory, select a contact.
2 From the Details screen, tap
3 From the Edit Contact screen, update the contact’s information.
4 Select Save.
Delete a Contact
You can delete any contact from the Local Directory.
To delete a contact:
1 From your Local Directory, select a contact.
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2 From the Details screen, tap Delete Contact.
A confirmation message is displayed, confirming that you want to delete the contact.
3 Tap Yes to delete the contact.
Favorites
Favorites are the contacts in your Local Directory that you will call most often. Contacts that you add as
favorites display on the Home screen. Only three favorites display onscreen at a time; you can swipe the
screen from right to left to display additional favorites. Favorites also display at the top of the list of contacts
in the Local Directory.
Add Favorites
You can add any contact in the local directory as a favorite.
To add a contact as a Favorite:
1 Navigate to Contacts > Local Directory and select a contact.
2 On the Details screen, tap
The contact is added to the Home screen.
Remove Favorites
You can remove favorites to make room for new favorites.
To remove a favorite:
1 Navigate to Contacts > Local Directory and select a contact.
2 From the Details screen, tap
The Favorites icon
is changed to white, and the contact is removed from the Home screen.
Using the Corporate Directory
Your system administrator can set up the system so that you can access a Corporate Directory. However,
you cannot update your Corporate Directory, and your administrator determines which contacts you can see.
Check with your system administrator to find out if this feature is available.
You can do the following in the Corporate Directory:
● Search for contacts.
● Dial contacts.
● Add contacts to your Local Directory.
Searching the Corporate Directory
In the Corporate Directory, you can perform a quick or advanced search of contacts.
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Perform a Quick Search
A quick search enables you to search for contacts using either their first name, last name, or by typing a few
letters in their name.
To perform a quick search of the Corporate Directory:
1 Navigate to Contacts > Corporate Directory.
2 In the Search field, enter your contact’s first or last name and tap Submit.
The screen displays a list of contacts, starting with the most successful matches.
3 Select a contact and tap View to see your contact’s information.
The Contact screen is displayed.
Perform an Advanced Search
An advanced search enables you to choose to search for contacts by first name, last name, or number.
To perform an advanced search:
1 Navigate to Contacts > Corporate Directory.
By default, a blank search screen is displayed.
2 In the Corporate Directory, select AdvFind.
3 From the Advanced Find screen, enter your search criteria, and select Submit.
The screen displays a list of contacts, starting with the most successful matches.
4 Select a contact and tap View to see your contact’s information.
The Contact screen is displayed.
Add Corporate Directory Contacts to the Local Directory
You can add contacts in the Corporate Directory to your Local Directory. When you choose to save a
Corporate Directory contact to the Local Directory, the first name, last name, and number of the contact are
automatically saved, and you can choose to add additional information before saving the contact. See the
section Managing the Local Directory for information on viewing and editing contacts.
To add a contact to your Local Directory:
1 In the Corporate Directory, search for a contact.
2 From the search results, select the contact, and select View.
3 From the Contact screen, select Save.
4 Enter any additional contact information and tap Save.
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Searching the BroadSoft Directory
You can access and search the BroadSoft Directory on the system, and you can choose to perform a
standard or advanced search for contacts.
Perform a Simple Search
A simple search enables you to search for contacts using either their first name, last name, or by typing a
few letters in their name.
To perform a simple search:
1 Navigate to Contacts > BroadSoft Directory.
A search screen is displayed.
2 Enter your search criteria, and select Submit.
Your search results display. The number of records that match your search criteria is displayed for
one second above the soft keys. A maximum of 50 contacts are available for viewing at one time.
If the BroadSoft Directory cannot be reached, the message “Server Unavailable” is displayed. Contact
your system administrator.
Perform an Advanced Search
An advanced search enables you to choose to search for contacts by first name, last name, or number.
To perform an advanced search:
1 Navigate to Contacts > BroadSoft Directory.
A search screen is displayed.
2 Select Advanced Search in the BroadSoft Directory.
The Advanced Search screen is displayed.
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3 In the Advance Search screen, choose to search for a contact by first name, last name, or a contact
number.
4 Enter your search criteria, and select Submit.
Your search results display.
5 Choose your contact.
The Details screen is displayed.
Add BroadSoft Contacts to the Local Directory
After you find your BroadSoft contact, you can add the contact to your Local Directory on the system. The
first name, last name, and number of the contact are saved to the Local Directory. You can go to the Local
Directory to see if the contact was saved correctly and to add additional contact information. See the section
Managing the Local Directory for information on viewing and editing contacts.
To add a BroadSoft contact to the Local Directory
» In the Details screen, tap Add to local directory.
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Voicemail and Pages
You can send, broadcast, and access a variety of audio, verbal, video, and written messages on
RealPresence Trio 8800.
The system may not support all of the features described in this section. Check with your system
administrator to find out which features are available.
Access Voicemail Messages
You are notified of new voicemail messages on the RealPresence Trio 8800 in the following ways:
● The number of voicemails displays on the Voicemail option in the menu.
● An audible alert is played.
Contact your system administrator or service provider for information on setting or changing the
voicemail greeting.
To access voicemail messages:
1 From the Home screen, navigate to Settings > Features > Voicemail > Message Center.
2 If you have multiple lines on the system, select the line that has the new message.
3 From the Messages screen, tap Connect and follow the prompts to access your messages.
Contact your system administrator or service provider for information on remotely accessing your
voicemail.
Receiving Messages with Group Paging
Group Paging enables you to receive pages—one-way audio announcements—from contacts subscribed
to a page group. Your administrator can enable the system to operate in a broadcast mode called Group
Paging mode. In this mode, you can receive one-way announcements from a specified group called a
Paging Group.
Your system administrator can define up to 25 paging groups. Your system administrator can assign a label
to each group to identify the system in the group, such as All, HR Dept, Shipping Staff, or Executives.
Each group has one of the following priorities:
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● Normal By default, broadcasts sent to groups 1 to 23 are considered Normal broadcasts. If two
users begin a broadcast on the same group at the same time, the system with the lower serial number
continues to transmit while the other system enters the receiving state. By default, all systems are
configured to receive broadcasts sent to group 1.
● Priority By default, broadcasts sent to group 24 are considered Priority broadcasts. A Priority
broadcast interrupts Normal broadcasts or active calls. All systems receive Priority broadcasts unless
Do Not Disturb is enabled. Priority broadcasts are played at the system current audio level.
● Emergency By default, broadcasts sent to group 25 are considered Emergency broadcasts. An
Emergency broadcast interrupts Normal broadcasts, Priority broadcasts, and active calls and plays
out at near maximum volume even if Do Not Disturb is enabled.
Receiving Pages
To receive pages, you need to subscribe to certain paging groups. By default, you are subscribed to paging
groups 1, 24, and 25. This means that you can receive pages to paging groups 1, 24, and 25. Contact your
system administrator to find out which paging group you are subscribed to.
How you receive a page depends on the priority of the page, whether you are in an active call, and whether
the system is set to receive a page during an active call. When you receive a page, the page is always
played through the system’s speakerphone. You cannot play a page through your handset or headset.
You receive pages on the paging groups you are subscribed to as well as Group 24, Priority pages, and
Group 25, Emergency pages. When you enable Do Not Disturb, you only receive Emergency pages.
Non-emergency pages do not display or play.
Receiving Pages When You’re Not in an Active Call
When you receive a page and you are not in an active call, the page immediately plays, regardless of the
paging priority.
While a page plays, you can:
● Hold the page.
● End the page. This ends the page on the system only.
● Place a new call.
Listen to Pages during Active Calls
How you handle a page when you are in an active call depends on the page priority and whether the system
is set up to receive a page when you are in an active call.
The following occurs when you receive a page during a call:
● When the system is set up to receive Normal pages during active calls, the page immediately plays,
and you hear both the original call and the page.
● When the system is not set up to receive Normal pages during active calls, the page is displayed as
a Pending page.
● When the page is a Priority or Emergency page, the page immediately plays. You hear the original
call and the page.
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To listen to a page during a call:
» Do one of the following,
 For pages that play automatically during a call, hold the call to hear only the page.
 For Pending pages, select Accept or hold the call.
When you adjust the volume of a non-emergency page, the system uses the adjusted volume for
subsequent non-emergency pages. However, only your system administrator can change the volume of an
Emergency page.
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Connecting Bluetooth Devices and Laptops
You can connect a laptop or mobile devices to the RealPresence Trio 8800 using a USB cable, Bluetooth,
or Near Field Communication (NFC). When you connect a device to the system, you can play audio from
audio calls, video calls, music players, or videos on the system.
Connecting Devices using Bluetooth
The Bluetooth feature on the RealPresence Trio 8800 enables you to place calls on your mobile phone and
use the system as a speakerphone for the call (see the section Place a Call over Bluetooth). You can also
use the system to play audio from media, such as music or videos, from your mobile phone or tablet (see
the section Play Audio from a Bluetooth Device).
Make the System Visible to Nearby Bluetooth Devices
Before you connect a Bluetooth or NFC device to the system, make sure the system is visible to nearby
devices.
To make the system visible to nearby devices:
1 On the Home screen, tap Bluetooth.
2 Make sure the statement Visible to all nearby Bluetooth device is displayed below the system’s
name, as shown next.
3 If the statement Only visible to paired devices is displayed, tap the system’s name.
The system is now visible to all nearby Bluetooth devices.
Connect a Bluetooth Device
You can connect a Bluetooth-capable mobile phone or tablet to the RealPresence Trio 8800, if your system
administrator has enabled Bluetooth on the system. The RealPresence Trio 8800 can remember up to 10
previously paired devices.
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You cannot connect to a Bluetooth device when you are in a call on the system.
To connect a Bluetooth device:
1 On your device, turn on Bluetooth and select the name of the system in available devices.
Connect a Bluetooth Device Using Near Field Communication
You can connect a Bluetooth-capable mobile phone or tablet with the system using Near Field
Communication (NFC). Connecting the mobile phone or tablet to the system with Bluetooth using NFC
enables you to play the audio from calls or media, such as music or videos, on the system.
To connect a Bluetooth device using NFC:
1 Enable NFC on your device.
2 Tap and hold your device for two seconds above the NFC symbol on the left side of the system.
3 Confirm that your device is paired and connected to the system.
Play Audio from a Bluetooth Device
You can use the system as a Bluetooth speaker for music or videos played on your mobile phone or tablet.
To play audio from a Bluetooth device:
1 Connect your mobile phone or tablet with the RealPresence Trio 8800.
2 On your mobile phone or tablet, choose the music or video you want to hear.
3 Make sure that the system is set as your audio device.
The audio plays through the system’s speakers.
Connecting a Device using a USB Cable
You connect your laptop, mobile phone, or tablet directly to the system using a USB cable or a micro USB
cable. When you connect your device to the system, you can use it as a speaker for audio calls or media
played on your device.
When you connect a Microsoft® Windows® computer to the system, you can control the volume of audio and
video calls from the computer or on the RealPresence Trio 8800 system, and the volume is synchronized
on both devices.
See the section RealPresence Trio 8800 Hardware for the location of the USB ports on the system.
Connecting a Laptop to the System
Before you connect your laptop to the RealPresence Trio 8800, make sure your laptop meets the minimum
hardware and software requirements shown in the following table.
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Minimum Hardware and Software Requirements for the Connected Laptop
Category
Requirement
Operating System
•
•
•
•
•
•
Windows 8.1 (32-bit or 64-bit)
Windows 8 (32-bit or 64-bit)
Windows 7 (32-bit or 64-bit)
OS X 10.9.x (Maverick)
OS X 10.10.x (Yosemite)
OS X 10.11.x (El Capitan)
Desktop client or
application
•
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Connect a Device or Laptop
When connected to a laptop or mobile device, you can use the system to play audio from video calls, and
from media including music and videos. See the section RealPresence Trio 8800 Hardware for the location
of the micro USB port.
To connect your device to the system using USB:
» Connect a USB cable from your computer or device to the micro USB port on the system.
Setting RealPresence Trio 8800 as Your Audio Device
In order to use the RealPresence Trio 8800 system to play audio from calls or media on your connected
laptop, you need to set the system as your audio device. The following sections provide information on
setting the system as your audio device in RealPresence Desktop, and for your laptop.
Setting the System as Your Audio Device for Communication Clients
When your laptop is connected to the RealPresence Trio 8800, you can set the system as your microphone
and speakers for communication and collaboration clients, like BroadSoft BroadTouch Communicator or
Skype for Business, and use the system to control calls placed on your laptop.
Depending on the capabilities of the client, you can use the system to accept, hold and resume, and end
calls placed and received in the client. Note that the status of the calls may differ between the client and the
system depending on the capabilities of the client.
Set the System as Your Audio Device in RealPresence Desktop
When your laptop is connected to the RealPresence Trio 8800, you can set the system as your audio device
input and output device in the RealPresence Desktop application to play audio from the meeting using the
system speakers and use the system as your microphone.
If you do not have the RealPresence Desktop application, download the application from the RealPresence
Desktop Support page.
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To set the system as your audio device in RealPresence Desktops:
1 In RealPresence Desktop, click
and click Audio Device.
2 For Audio input device (microphone), click RealPresence Trio 8800 from the drop-down list.
3 For Audio output device (speakers), click RealPresence Trio 8800 from the drop-down list.
4 Click OK.
Set the System as Your Audio Device for Your Laptop
When your laptop is connected to the RealPresence Trio 8800, you can set the system as the default audio
device for your laptop and play audio from music and videos using the system’s speakers.
To set the system as the audio device for your laptop:
1 On your laptop, click Start > Control Panel.
2 In the Control Panel, click Hardware and Sound > Sound.
3 Click RealPresence Trio 8800, and click Set Default.
4 Click OK.
Any audio from music or videos plays on the system.
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System Settings
This section explains how to customize the system’s touchscreen display. Basic customizations include
changing the time and date format, setting language, and updating the screen brightness.
Password Required to Customize RealPresence Trio
8800
Many of the features on the system can be enabled or customized from the Basic settings menu. If your
system administrator has set up the system to require a password to access the Basic settings menu, you
cannot customize the system without the permission of your system administrator. Contact your system
administrator for assistance enabling or customizing the system’s features.
Set the Language
The system supports several languages that you can choose to display. Check with your system
administrator to find out which languages are supported.
To change the language:
1 Navigate to Settings > Basic > Preferences > Language.
2 From the Language screen, select a language.
The language on the system updates automatically.
Time and Date Display
The time and date display in the status bar. When the system cannot obtain a time and date, the time and
date display flashes. If this happens, or if the time and date are incorrect, contact your system administrator.
Set the Time and Date Display
You can customize the time and date by choosing between a variety of time and date formats, including
options to display the day, month, or year.
To update the time and date display:
1 Navigate to Settings > Basic > Preferences > Time & Date.
2 From the Time & Date screen, do one of the following:
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 Select Clock Date to change the date format.
 Select Clock Time to change the time format.
 Select Clock Order to change the order of the time and date display.
3 From the Clock Date, Clock Time, or Clock Order screen, select the format you want.
Disable the Time and Date Display
You can turn off the time and date display so that they do not display at all.
To disable the time and date display:
1 Navigate to Settings > Basic > Preferences > Time & Date.
2 From the Time & Date screen, select Disable to turn off the time and date display.
Backlight Intensity and Timeout
The system’s backlight has the following components:
● Backlight Intensity
The brightness of the screen during system activity and inactivity.
● Backlight Timeout The number of seconds the system is inactive before the backlight dims to its
Backlight Idle intensity. The backlight timeout period begins after your last key press or the last
system event, such as an incoming call.
Backlight Intensity includes the following settings you can choose from:
● Backlight On
The brightness of the screen when there is system activity.
● Backlight Idle
The brightness of the screen when there is no system activity.
● Maximum Intensity
intensities.
The brightness scale that applies to both Backlight On and Backlight Idle
Change the Backlight Intensity
You can change the Backlight On intensity and the Backlight Idle intensity separately, and you can choose
a high, medium, or low intensity, or turn off the backlight entirely. When you change the Maximum Intensity,
you modify the entire backlight intensity scale. For example, if you decrease the Maximum Intensity, the low,
medium, and high levels for both Backlight On and Backlight Idle intensities decrease.
To change the backlight intensity:
1 Navigate to Settings > Basic > Backlight Intensity.
2 From the Backlight Intensity screen, select Backlight On Intensity.
3 From the Backlight On Intensity screen, select the intensity you want, and select Back. The
default is High.
4 From the Backlight Intensity screen, select Backlight Idle Intensity.
5 From the Backlight Idle Intensity screen, select the intensity you want, and select Back. The
default is Low.
6 From the Backlight Intensity screen, select Maximum Intensity.
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7 From the Maximum Intensity screen, select Up or Down, or drag your finger along the slider, to
increase or decrease the maximum intensity the screen displays.
Change the Backlight Timeout
The backlight automatically turns on with any system activity. By setting the Backlight Timeout, you can
determine how long the system should be idle before the backlight dims to its Backlight Idle intensity. By
default, after the system is idle for 40 seconds, the backlight dims.
To change the Backlight Timeout:
1 Navigate to Settings > Basic > Backlight Timeout.
2 From the Backlight Timeout screen, select the number of seconds the system is idle before the
backlight dims. The default is 40 seconds.
Formatting Numbers
By default, the system automatically formats phone numbers based on the amount of numbers entered. For
example, 17235439078 is reformatted as +1 (713) 543-9078.
To choose the number format:
1 Navigate to Settings > Preferences > Number Formatting.
2 Select Enable or Disable.
Power-Saving Mode
By default, the system is set up with a power-saving mode that turns off the screen to conserve energy. The
system enters power-saving mode after it has been idle for a certain period of time. You can configure the
period of time that the system is idle before the screen turns off. You can configure different idle timeouts for
office hours and off hours, such as evenings and weekends.
During off hours, the message “Off Hours Mode” scrolls on the status bar. The system exits power-saving
mode if a system event occurs—for example, if the system has an incoming call or message, or you press
a key or tap the screen. If a screen saver is enabled, power-saving mode still occurs.
You can update the following power-saving settings:
● Office Hours When you start work and how long you’re in the office each day (see Change Your
Office Hours).
● Timeouts The period of time the system should be idle before the screen turns off (see Change
Timeouts).
Change Your Office Hours
When you update your office hours, you specify when you start, and how long you work each day. The
system is idle in during the hours outside of your office hours.
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To change your office hours:
1 Navigate to Settings > Basic > Power Saving > Office Hours > Start Hour.
2 From the Start Hour screen, select a day of the week.
3 Enter a start time using the 24-hour clock. You can enter a start time from 0 to 23.
4 Select Save.
5 From the Office Hours screen, select Duration.
6 From the Duration screen, select a day of the week.
7 Enter a duration of 0 to 12 hours per day.
8 Select Save.
Change Timeouts
You can update the period of time the system is idle before the screen turns off. You can specify different
timeouts for office hours (Office Hours Idle Timeout) and non-office hours (Off Hours Idle Timeout). By
default, the Office Hours Idle Timeout is much longer than the Off Hours Idle Timeout.
You can also specify a separate timeout period that applies after you press a key or select the screen. This
is called the User Input Idle Timeout. You can choose to set a higher User Input Idle Timeout than the Office
Hours and Off Hours Idle Timeouts so that when you’re actively using the system, power-saving mode
doesn’t initiate as often.
To change timeouts:
1 Navigate to Settings > Basic > Power Saving > Timeouts.
2 Select Office Hours Idle Timeout, and enter the number of minutes the system should wait, during
office hours, before starting power-saving mode. Enter a number between 1 minute and 600
minutes. The default is 10 minutes.
3 Select Off Hours Idle Timeout, and enter the number of minutes the system should wait, during
off-hours, before starting power-saving mode. Enter a number between 1 minute and 10 minutes.
The default is 1 minute.
4 Select User Input Idle Timeout, and enter the number of minutes the system should wait after a key
press or screen select before starting power-saving mode. Enter a number between 1 minute and 10
minutes. The default is 10 minutes.
5 Select Save.
Set a Ringtone for Incoming Calls
A simple way to customize the system is to change the ringtone. You can pick unique ringtones for the
different lines on the system. The default ringtone is Low Trill.
To select an incoming call ringtone for the system or a line:
1 Navigate to Settings > Basic > Ring Type.
2 When multiple lines are configured on the system, select a line.
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3 From the Ring Type screen, select Normal Ring Type for all incoming calls or Private Ring Type
for private calls.
4 Select a ringtone and tap Play to hear the ringtone.
5 Tap
after you select your ringtone.
Control Where Audio Plays
You can choose to have audio play from the system’s speakers or from the monitor or external speakers
connected to the RealPresence Trio Visual+. You can also choose to let the system automatically play audio
from audio calls on the system and audio from video calls on the connected monitors or external speakers.
To control where audio plays:
1 On the system, navigate to Settings > Basic > Preferences > Audio Output.
2 Choose one of the following:
 Choose Phone Speakers to play audio on the system only.
 Choose TV Speakers to play audio from the connected monitor or external speakers.
 Choose Automatic to let the system choose where to play audio based on the call type.
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Accessibility Features
This section provides information for accessibility features available on the RealPresence Trio 8800.
Features for Hearing-Impaired Users
The following table lists the accessibility features on the RealPresence Trio 8800 for hearing-impaired
users.
Accessibility Features on RealPresence Trio 8800 for Hearing-Impaired Users
Accessibility Feature
Description
Visual message indicators
Icons on the user screen indicate when the system has new
messages.
Adjustable ring tone and volume
You can choose from a variety of ring tones for the system
(see Set a Ringtone for Incoming Calls).
Adjustable call volume
If you’re in a call, you can raise or lower the volume of the
voice on the far end and of other system sounds you hear
(see Change the Volume).
Visual notifications
Indicators on the screen (such as flashing bars or icons) let
you know when calls are incoming, outgoing, active, or held.
Indicators can also indicate system status and if certain
features are activated (see Icons and Status Indicators).
TTY support
Supports commercial TTY devices such as Ultratec
Superprint. In addition, the system provides acoustic coupled
TTY support.
Features for Vision-Impaired and Blind Users
The following table lists the accessibility features on the RealPresence Trio 8800 for visually-impaired
and blind users.
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Accessibility Features on RealPresence Trio 8800 for Vision-Impaired and Blind Users
Accessibility Feature
Description
Adjustable backlight settings
You can change the brightness of the screen by adjusting
backlight intensity settings (see Backlight Intensity and
Timeout).
Plastic overlay
A plastic overlay is available for placement on the
touchscreen for the volume keys to assist visually impaired
users with adjusting the volume.
Auto-answer feature
The system can auto-answer calls, so you don't have to
select an option to answer a call (see Answer Calls
Automatically).
Features for Mobility-Impaired Users
The following table lists the accessibility features on the RealPresence Trio 8800 for mobility-impaired
users.
Accessibility Features on RealPresence Trio 8800 for Mobility-Impaired Users
Accessibility Feature
Description
Auto-answer feature
You can set the system to auto-answer calls, so you don't have to select an
option to answer a call (see Answer Calls Automatically).
Touchscreen
The system has a large touchscreen that you can select, swipe, and press
to perform system functions and activate features.
Built-in speakerphone
A built-in speakerphone allows you to use the system without having to use
a handset or headset.
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Maintaining the System
When the system is unable to operate properly, you need to investigate or troubleshoot issues among other
tasks your administrator may ask you to perform.
Investigate Warnings
When the system is unable to perform certain tasks, a notification message is displayed in the status bar
and on the Settings icon on the Home screen. The warning notification lets you know that the system has
one or more important issues. You can view details about the issues from the Warnings screen.
To view a detailed list of system issues:
» Navigate to Settings > Status > Diagnostics > Warnings.
The Warnings screen is displayed listing any issues.
Restart the System
Your system administrator may ask you to restart the system if the system malfunctions or to assist in
troubleshooting.
Before you restart the system, contact your system administrator. If the system is malfunctioning, you
may be able to restore normal operation without restarting. In addition, your administrator may want to
troubleshoot the system before you restart it.
If you need to update the system's configuration, don't restart it. Instead, see the section Update the
System Configuration.
To restart the system:
1 Navigate to Settings > Basic > Restart Phone.
A confirmation message is displayed.
2 Select Yes.
The restart process begins, and the process ends when the Home screen is displayed.
Update the System Configuration
Your system administrator may ask you to update the system configuration, which you can do without
restarting the system.
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Polycom RealPresence Trio Solution User Guide
To update the system’s configuration:
1 Navigate to Settings > Basic > Update Configuration.
A confirmation message is displayed.
2 Select Yes.
The configuration is updated. The system may restart, depending on the system settings that have
changed.
Test System Hardware
Your system administrator may ask you to access a diagnostics menu on the system to test its hardware.
You can test the system’s microphones, speaker, handset, third-party headset (if present), keypad
mappings, touchscreen, and LEDs. See your system administrator for instructions on how to perform these
tests.
To test the system hardware:
1 Navigate to Settings > Status > Diagnostics > Test Hardware.
2 From the Test Hardware screen, select one of the following:
 Audio Diagnostics
 Display Diagnostics
 Touch Screen Diagnostics
Clean the Touchscreen
The touchscreen on the systems requires minor maintenance, but you may periodically need to clean the
touchscreen. Use a clean, dry, microfiber cloth—the kind you would use to clean glass surfaces—to wipe
the touchscreen.
Before you clean the screen, disable it so you don’t activate system functions while you wipe the
touchscreen.
To clean the touchscreen:
1 Navigate to Settings > Basic > Screen Clean.
2 Wipe the screen with a clean, dry, microfiber cloth.
3 Tap the screen to enable the touchscreen again.
If the screen is still dirty after cleaning, dampen a soft, lint-free cloth with an isopropyl alcohol and
water solution of 50:50, and then wipe the screen with the cloth. Always use the dampened cloth to
apply the solution; never apply the solution directly, which could seep inside the screen or stain the
system. In addition, do not use chemicals to clean the touchscreen.
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Troubleshooting
This section lists potential issues, problems, and common difficulties and possible solutions to guide you
towards resolving those issues.
Check the Status of RealPresence Trio Visual+
If your or the far-end’s video stream or content is not displaying on the monitor, you need to check the status
of the RealPresence Trio Visual+ and make sure the accessory is on and paired with the RealPresence Trio
8800.
To check the status of the RealPresence Trio Visual+:
1 On the system, navigate to Settings > Status > Networked Devices.
2 Make sure that the Paired Device is Connected.
If the paired device is not connected, contact your system administrator.
Check the Status of the Calendar
When you do not see the Calendar icon on the Home screen, or you are not receiving meeting reminders,
it is possible that the system is not connected to the Microsoft Exchange Server. You can check the status
of the calendar to make sure it is connected to the Exchange Server.
To check the status of the Calendar feature:
1 Navigate to Settings > Status > Calendar.
2 On the Calendar screen, make sure the Status field includes Connected to server.
3 If the status of the Calendar states that it is not connected to the server, contact your administrator.
Tips for Resolving Content Sharing Issues
If your content is not showing, try one of the following solutions:
● Make sure your device is on the same network as the room system.
● Contact your system administrator for additional help.
Tips for Resolving Camera Issues
If the USB camera is not working during a video call, try one of the following solutions:
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Polycom RealPresence Trio Solution User Guide
● Check that the RealPresence Trio Visual+ is paired and connected with the RealPresence Trio 8800
(see the section Check the Status of RealPresence Trio Visual+).
● Disconnect the USB camera from the RealPresence Trio Visual+ then reconnect the camera.
● Make sure the USB camera is a supported camera, which is a Logitech Webcam C930e.
● Contact your system administrator for additional help.
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