Polycom PVX Instructions - University of Alaska Anchorage

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Polycom PVX Instructions
How to download the Polycom PVX video
conferencing program to your personal
computer. Also includes operating and
troubleshooting instructions.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
1
Please disable your computer’s popup blocker at this time for the duration of the download and installation process.
You can re-enable the popup blocker once the Polycom PVX has been completely installed
Slide 1a:
Step 1a:
Please open your computer’s web browser and copy and
paste the following link into the address bar and then hit
enter:
http://www.polycom.com/products/telepresence_video/
video_conference_systems/personal_systems/pvx.html
You will then be taken to the webpage shown to the left.
Once at this webpage please click on the link at the end
of the first paragraph that says
“Download the Polycom PVX FREE trial.”
Slide 1b:
CLICK HERE
CLICK HERE
Last Modified On 10/27/2010
Step 1b:
If this popup window appears on your screen over
the “Download the Polycom PVX FREE trial.” link,
click on the close window button in the upper right
corner.
University of Alaska Anchorage, Project
Management Department
2
Slide 2a:
COMPLETE ALL
OF THESE FIELDS
CLICK HERE
Step 2a:
If you scroll down when reaching the next
webpage you will see the screen to left. You
need to complete all of the required fields
marked with a red asterisk and then click on the
red “Submit” button at the bottom right of the
screen.
Because this screen is in a new window
you may have to disable your computer’s
Popup Blocker in order to allow this screen to
appear.
Slide 2b:
CLICK HERE
Last Modified On 10/27/2010
Step 2b:
This is the next screen that will appear on your
computer. Your next step is to click on the link
“DOWNLOAD NOW – Polycom PVX FREE Trial
Software Access”
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Management Department
3
Slide 3a:
Step 3a:
Next the “File Download” screen will popup on
the screen. Click on the “Open” button near the
center of the screen.
CLICK HERE
Slide 3b:
Step 3b:
If this “Internet Explorer Security” or a similar
popup screen appears on your computer, just
click on the “Allow” button near the bottom
right of the screen.
CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
4
Slide 4a:
Step 4a:
This is the next screen that will popup – it may
take a minute to appear. Double-click on the
file that says “Release_all_8020235”.
DOUBLE-CLICK HERE
Slide 4b:
After a brief wait you may get a popup window
that says
“User Account Control Box”
“A Program needs your permission to continue”
“If you started this program, continue.”
“PVX_8.0.2”
“Polycom, Inc.”
If you get this popup window, click on the
“Continue” button near the bottom right of the
window.
Step 4b:
The next popup is the “Choose Setup Language”
window. Make sure the language chosen is
“English (United States)” and click the “OK” button.
If the language is something other than English,
you will need to click on the arrow on the right end
of the box and a menu will drop down. You will then
be able to select “English (United States)” from a
variety other languages. Then click “OK”.
THEN CLICK HERE
MAKE SURE THIS BOX SAYS “English (United States)”
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
5
Slide 5a:
CLICK HERE
Step 5a:
The next popup window you will see is the
“Polycom PVX – InstallShield Wizard”
“Welcome to the InstallShield Wizard for Polycom PVX”.
Click on the “Next” button at the bottom right
of the screen.
Slide 5b:
Step 5b:
Read the “END-USER LICENSE AGREEMENT FOR
POLYCOM® SOFTWARE” and then Click the
“Yes” button in the lower right of the
“License Agreement” window.
CLICK HERE
Slide 5c:
CLICK HERE
Step 5c:
For the “Choose Destination Location” window
click on the “Next” button in the lower right
of the window.
Polycom PVX is now installing on your computer.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
6
Slide 6a:
Step 6a:
Click the “Finish” button at the bottom right of the
“InstallShield Wizard Complete” window.
CLICK HERE
Slide 6b:
Step 6b:
There should now be a Polycom PVX
icon on your desktop that looks like
the icon to the left. Double-click on
this icon.
Step 6c:
Depending on your computer settings , you may get a warning from your computer that your fire wall has blocked a
Program from accessing the Internet. Such a warning will list Polycom PVX or Polycom, Inc. as the source of the
Program being blocked. Click on “Allow this program” to continue with the setup of Polycom.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
7
Slide 7a:
Step 7a:
This popup window will appear once you have
Opened Polycom PVX. Make sure “American
English” is selected as your language preference
And click on the “Next” button in the lower right
Corner.
CLICK HERE
MAKE SURE THIS SAYS
“American English”
Slide 7b:
Step 7b:
Next you will see the “Polycom PVX Information
System” window. In this window you need to
complete the “Name:” and “Email Address:” fields.
Leave the “H.323 Extension (E.164):” field as is.
Then click on the “Next” button at the bottom
right of the window.
LEAVE THIS
FIELD ALONE
COMPLETE THESE
FIELDS
THEN CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
8
Slide 8a:
Step 8a:
For the “Directory Setup” window, leave all fields
alone and click the “Next” button at the bottom right
of the window.
LEAVE ALL THESE FIELDS ALONE
JUST CLICK HERE
Slide 8b:
Step 8b:
Click “Next” at the bottom right of the
“Polycom PVX VideoMail Setup” window.
CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
9
Slide 9a:
Slide 9a:
Make sure you can hear ringing sound coming from
your computer – if you cannot try adjusting the volume
settings on your computer (take it off mute) - the
“Volume Level” bar on this window does not control the
volume settings on your computer. You may also have to
click on the “Back” button and then re-click on the
“Next” button from the previous window.
When you can hear the ringing sound click on the “Next”
button at the bottom right of the window.
CLICK HERE ONCE YOU HEAR RINGING
Slide 9b:
Step 9b:
Next you will see the “Polycom PVX Device
Selection” window. Leave all of the settings as
they are in this window and click on the “Next”
button in the lower right.
LEAVE THESE SETTINGS AS THEY ARE
CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
10
Slide 10a:
Step 10a:
The next window to appear is the “Network Setup”
window. For this window leave all of the settings
as they are and click on the next button in the lower
right corner.
LEAVE ALL OF THIS AS IS
CLICK HERE
Slide 10b:
Step 10b:
On the bottom right of the “Setup Finish” window
click on the “Finish” button.
CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
11
Slide 11a:
Step 11a:
Now you should see this window on your computer
screen. You may have to close or minimize (shrink)
some of the other windows that have opened in
order to find this window.
Click on the “Activate” button at the bottom of this
window.
CLICK HERE
Slide 11b:
Step 11b:
After clicking on the “Activate” button the “Activate
Software” screen will appear. In this screen you will
need to fill in the “License Number:” and “Activation Key
Code:” fields. Please call the UAA PM Dept. for these
codes: 907-786-1924.
License Number: Enter License Number Here
Activation Key Code: Enter Activation Key Code Here
Once you have completed the activation process
you may close any installation windows left open.
Only the main – mostly black - Polycom window
should remain open.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
12
Slide 12a:
Step 12a:
Alternatively, if this is the only window that appears on your
computer screen, you will need to click on the “i” button or
“System Information” button in the upper left corner of the
window.
CLICK HERE
Slide 12b:
Step 12b:
Now click on the “Activate” button in the right-center of
the new window that appears.
CLICK HERE
You will need to refer to Slide 11b to view the next window
that will appear and to enter in the “License Number” and
“Activation Key Code”.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
13
Slide 13a:
Step 13a:
The next window to appear will be the “Software Activated”
window as shown to the left. Click on the “OK” button in
this window.
CLICK HERE
Slide 13b:
Step 13b:
However, if you see the “Invalid Software Activation”
screen as appears on the left, you have entered the
“License Number” or “Activation Key Code” incorrectly.
Please click on the “OK” button and recheck your entries
in the two fields – make sure there are 4 characters in
each white box. Once the entries are correct and you
click on the “Activate” button, the “Software Activated”
window will appear as shown above. Click on the “OK”
button in the “Software Activated” window and move
on to the next slide.
CLICK HERE
Then recheck the “License Number” and “Activation Key Code”
THEN CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
14
Slide 14:
Polycom PVX Operating Instructions
Step 14:
You have now successfully downloaded, installed, and
activated Polycom PVX. You are now ready for video
conferencing with Polycom PVX.
Type 137.229.142.72
into this white box to
call the UAA PM Dept.
classroom.
This is the main Polycom PVX window and will appear
on your computer screen when you open Polycom
by double-clicking on the Polycom PVX icon on your
computer’s desktop. From this screen you can call
other computers that also have Polycom PVX and most
importantly you can call the UAA PM Department to attend
class from remote locations. In order to call the UAA PM
Department classroom computer you will need to type the
following IP address into the white box at the upper right
of the Polycom window: 137.229.142.72
Your computer’s IP address will appear - if it reads all zeros
(as is does here), you will not be able to make or receive calls
with Polycom PVX – see Polycom PVX troubleshooting.
Note II: When the Polycom PVX screen opens, your
computer’s IP address will appear in the bottom left
of the black screen. If your IP address appears as all
zeros as it is in the above screen, your system is not
operating correctly. Please see the Polycom PVX
troubleshooting section at the end of this document.
Last Modified On 10/27/2010
Note I: You should only use the above number to call the
UAA PM Department when are actually planning
to attend a class that starts within 30 minutes. Please do
not use this IP address at other times without speaking
with the PM Department staff as this computer may be
in use for other classroom sessions or be in the process of
being serviced. If you would like to test your Polycom
connection and settings, please call the PM Department
on the telephone at 907-786-1924 and someone will
assist you.
University of Alaska Anchorage, Project
Management Department
15
Slide 15:
Step 15:
Below is a list of the various features available
on the Polycom PVX primary window and how to
use them.
This is the “Main Help” button.
click here to receive help from
the Polycom program.
This is the “Call” button – it will turn green after you type
an IP address into the white box as demonstrated on the
previous page. Click this button when it is green to place
a call.
This is the “Hang Up” button – it will turn red once
you place a call. Click this button to end a call.
This is the “Directory” button. Once you have completed
a call, you can save the contact information in the
directory and use this button to make future calls
to the same IP address.
During a video call you can use this “Show Desktop”
button to display your computer’s desktop to the other
party rather than what your webcam is viewing. This
button gives you the option for privacy without ending
the call.
This is the main video screen
where you will see the camera
views from the PM Dept.
classroom. During a call you
will have the ability to increase
the size of this screen to the
full size of your computer screen.
Last Modified On 10/27/2010
The “Controls” button brings up a
dropdown box as shown to the right.
This button gives you the ability to
control the movement and zoom of
the far camera – i.e., the camera in
the PM Dept. classroom. Please
limit your use of this feature as it
interferes with technical operations.
University of Alaska Anchorage, Project
Management Department
16
Slide 16:
Step 16:
This is the “System Information” button.
This is the button used to activate the
program and to get software updates
for the program.
This is the “Setup” button. It allows you to change
the settings of Polycom PVX. It will be discussed
more in the troubleshooting section.
This is the “PIP” of Picture In Picture button. Click on this
button to see a small version of your webcam’s view
inset in the picture from the far camera.
The “Display” button can be used to move between the
“Full Screen” view and the “Main Window View” settings.
The screenshot to the left is the “Main Window View”.
Below is a screenshot of the “Display” button drop-down
box. The “Full Screen” view is shown on the next page.
This “Volume” bar controls
the volume of the call as
you hear it. If this control
is not working check to see
if your speakers are turned
on and your computer is
not set on mute.
Last Modified On 10/27/2010
This is the “Mute” button for your microphone.
Please engage this button at any time during
a call when you are not speaking. It prevents
background noise from your location from
reaching the PM Dept. classroom.
University of Alaska Anchorage, Project
Management Department
17
Slide 17a:
Steps 17a & 17b:
This is the toolbar you will see
when you switch to the “Full Screen”
view of Polycom PVX. Your computer
screen will show this toolbar and
a full screen of either the far video,
Field where you
near video, or a black screen if there
“Display” Button
enter the IP Address
“Hang Up” button
is no video. The toolbar features
This button is a combination
you want to call
many of the same buttons as the
of the “Setup” button, the
“System Information” button, “Main Window View”.
“Call” button
“Picture-In-Picture” button
& the “Controls” button from Please refer to Slides 15 & 16 for
more information about each button.
the Main Window View
Slide 17b:
“Close” button –
closes Polycom PVX
“Directory”
button
“Keep toolbar visible.”/
“Hide toolbar when not active.”
button (looks like a pushpin) –
When in “Hide toolbar” mode
this button will cause the toolbar
to disappear when you are not
actively using your computer
Last Modified On 10/27/2010
Your computer’s
IP Address will be
displayed here
“Minimize” button –
minimizes just the
full screen toolbar –
hit ESC after clicking
this button to get back
to your computer’s
desktop
“Maximize” button –
toggles between the
full screen view of
Polycom PVX and your
computer’s desktop
University of Alaska Anchorage, Project
Management Department
18
Polycom PVX Troubleshooting Instructions
If your Polycom PVX connection is not working correctly, please check the following:
•
Is your webcam plugged in
•
Is your computer’s sound turned off/down or muted
•
Is the sound turned down or muted in Polycom
•
Is your microphone sound turned off/down or muted on your computer
•
Is your microphone sound turned down or muted in Polycom
•
Are you connected to the Internet
•
Are you connected to the UAA VPN Connection – See “Creating a UAA VPN Connection For Your Computer”
•
Did you adjust the Polycom settings to accept the UAA VPN Connection - See “Creating a UAA VPN Connection
For Your Computer”
•
•
•
If your webcam/microphone is not working, unplug the webcam and plug it back into your computer.
Then restart Polycom and try again to connect. If your webcam is still not working, unplug the webcam,
plug it back into your computer and restart your computer. Then restart Polycom and try again to connect.
Remember to verify your Internet and VPN connections each time your attempt to connect through
Polycom.
Did you enter the UAA PM Dept. Classroom IP Address correctly
Once you have checked each of the above potential problems (without success) continue on to Steps 18
and 19 on the following pages to further identify any connection problems you may be having.
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
19
Slide 18a:
Step 18a:
From the main Polycom PVX window click on the “Setup”
button near the upper left corner of the window.
CLICK HERE
Slide 18b:
Step 18b:
Once in the “Setup General” window click on the “Alert”
option at the bottom of the menu on the left side of the
window.
CLICK HERE
Last Modified On 10/27/2010
University of Alaska Anchorage, Project
Management Department
20
Slide 19:
Step 19a:
From the “Setup Alert” window you will be able to
identify problems that Polycom PVX has identified.
Any components shown with a downward red
arrow and a “Status” of “Alert” are not operating
correctly according to Polycom. Any components
shown with an upward green arrow and a “Status”
of “OK” are operating correctly according to
Polycom. The other components are not being
monitored by Polycom in the default settings.
The components “Camera” and “Audio Input” are
referencing your webcam. Likely issues include
the webcam not being plugged into your computer
and not having the proper driver(s) on your computer
for the webcam.
EACH OF THESE COMPONENTS IS
SHOWN AS NOT OPERATING CORRECTLY
Step 19b:
Once you have reached the above window you may attempt to
troubleshoot and fix these problems if you feel comfortable
doing so. Otherwise, please call the UAA PM Dept. for
assistance at the number listed below. Please have the above
window open on your computer at the time of your call
so you can provide relevant system information to the
PM Dept. technician who will be assisting you.
Last Modified On 10/27/2010
The component “Audio Output” is referencing the
speakers on your computer. Likely problems are the
sound on your computer is muted or the speakers
are not turned on.
The component “Network” is referencing your
Computer’s connection to the Internet and the
UAA VPN. Likely issues include your computer’s
Internet connection is disconnected or disabled or
Your computer is disconnected from the UAA VPN.
University of Alaska Anchorage, Project
Management Department
21
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