Polycom Realpresence Web Suite Guide
Polycom Realpresence Web Suite Guide
All other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient's personal use, without
the express written permission of Polycom.
Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this
document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes no
liability or responsibility for any typographical or other errors or omissions in the content of this document.
Limitation of Liability Polycom and/or its respective suppliers make no representations about the
suitability of the information contained in this document for any purpose. Information is provided "as is"
without warranty of any kind and is subject to change without notice. The entire risk arising out of its use
remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any
direct, consequential, incidental, special, punitive or other damages whatsoever (including without
limitation, damages for loss of business profits, business interruption, or loss of business information),
even if Polycom has been advised of the possibility of such damages.
End User License Agreement BY USING THIS PRODUCT, YOU ARE AGREEING TO THE TERMS OF
THE END USER LICENSE AGREEMENT (EULA) . IF YOU DO NOT AGREE TO THE TERMS OF THE
EULA, DO NOT USE THE PRODUCT, AND YOU MAY RETURN IT IN THE ORIGINAL PACKAGING TO
THE SELLER FROM WHOM YOU PURCHASED THE PRODUCT.
Patent Information The accompanying product may be protected by one or more U.S. and foreign
patents and/or pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product This product may contain open source software. You may
receive the open source software from Polycom up to three (3) years after the distribution date of the
applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing
the software to you. To receive software information, as well as the open source software code used in
this product, contact Polycom by email at OpenSourceVideo@polycom.com (for video products) or
OpenSourceVoice@polycom.com (for voice products).
Customer Feedback We are striving to improve our documentation quality and we appreciate your
feedback. Email your opinions and comments to DocumentationFeedback@polycom.com.
Polycom Support Visit the Polycom Support Center for End User License Agreements, software
downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
Contents
About This Guide............................................................................................... 4
Audience, Purpose, and Required Skills.............................................................................4
Terminology Used in This Guide.........................................................................................4
System Requirements.........................................................................................................5
Get Help.............................................................................................................................. 5
Getting Started................................................................................................... 6
Accessing the Portals..........................................................................................................6
Updating Your Personal Profile...........................................................................................7
Managing Contacts............................................................................................ 8
Add a Contact Using Enterprise Directory.......................................................................... 8
Add a Contact Manually...................................................................................................... 8
Edit a Contact......................................................................................................................9
Delete a Contact................................................................................................................. 9
Set Up Social Media Contacts............................................................................................ 9
Scheduling Meetings....................................................................................... 10
Meeting Passcodes...........................................................................................................10
Uploading Documents to Meeting Invitations....................................................................10
Schedule a Meeting.......................................................................................................... 11
Viewing Scheduled Meetings............................................................................................ 12
Edit a Scheduled Meeting................................................................................................. 12
Cancel a Scheduled Meeting............................................................................................ 13
Joining Meetings.............................................................................................. 14
Joining Meetings from Outside a Firewall......................................................................... 14
Joining Meetings from RealPresence Web Suite Services Portal.....................................14
Join a Meeting from the Calendar.......................................................................... 14
Start and Join an Ad Hoc Meeting..........................................................................15
Join a Meeting Using a VMR..................................................................................16
Joining Meetings from RealPresence Web Suite Experience Portal................................ 16
Join a Meeting from a Web URL............................................................................ 16
Join a WebRTC Meeting........................................................................................ 17
Join the Secondary Device without Audio and Video.............................................18
Polycom, Inc. 1
Contents
Ending Meetings...............................................................................................20
Recording Meetings......................................................................................... 27
Record a Meeting Using RealPresence Desktop..............................................................27
Record a Meeting Using a Web Browser.......................................................................... 27
Sharing Content............................................................................................... 29
Sharing Content using RealPresence Desktop.................................................................29
Share Content Using RealPresence Desktop........................................................ 29
Sharing Content Using Web Browser............................................................................... 29
Content Sharing Permissions.................................................................................30
Shared Content Queue.......................................................................................... 31
Install the Polycom RealPresence Web Suite Extension....................................... 32
Share Your Screen.................................................................................................32
Share an Application.............................................................................................. 33
Share Files............................................................................................................. 33
Stop Sharing Content............................................................................................. 33
Save a Content File................................................................................................33
Control the Content Layout.................................................................................... 34
Show or Hide the Meeting Video............................................................................34
Lock or Unlock Contents........................................................................................ 34
Annotating Shared Content.................................................................................... 35
Polycom, Inc. 2
Contents
Accessibility Features..................................................................................... 40
Troubleshooting............................................................................................... 41
Troubleshooting Login and Password Issues................................................................... 41
Troubleshooting Connectivity Issues................................................................................ 41
Troubleshooting Browser Issues.......................................................................................43
Troubleshooting Contacts Issues......................................................................................43
Troubleshooting Meeting Issues....................................................................................... 43
Troubleshooting Content Sharing Issues.......................................................................... 45
Troubleshooting Audio Issues...........................................................................................45
Troubleshooting Video Issues...........................................................................................46
Troubleshooting Extension Issues.................................................................................... 46
Polycom, Inc. 3
About This Guide
Topics:
This user guide shows you how to create and participate in video conferencing meetings using Polycom®
RealPresence® Web Suite.
RealPresence Web Suite enables you to schedule and join meetings, participate in web video
conferencing meetings, and share content with meeting attendees. Depending on your organization
policy, you can also invite social media contacts to join the meetings.
Polycom, Inc. 4
About This Guide
• WebRTC Conference A web conference that attendees join with web browser enabled with real-
time communication capabilities.
• Non-WebRTC Conference A conference is in comparison with the WebRTC conference that
attendees can join with following methods:
◦ If attendees join with the primary device, the attendees will join with the RealPresence Web
Suite soft client.
◦ If attendees join with the secondary device without audio and video, the attendees will join
with web browser.
VMR "VMR" stands for Virtual Meeting Room, a virtual space where a meeting can be held. Each VMR
has a numerical identifier associated with it. RealPresence Web Suite works with two types of VMRs:
• Personal VMR that is persistent, reusable, and typically assigned for the use of a particular meeting
host.
• Ad hoc VMR that is ephemeral and created to host a single meeting instance.
Content Documents, graphics, whiteboards, blackboards, or videos that attendees can share with
others.
Soft Client An application (RealPresence Desktop or RealPresence Mobile) that RealPresence Web
Suite attendees can use to join and control the non-WebRTC meetings.
Extension An program that extends the sharing content capabilities for the RealPresence Web Suite
attendees who using Google Chrome to join the WebRTC meetings.
System Requirements
You need to know RealPresence Web Suite system, web client and soft client minimum requirements,
prerequistes and limitation before using them.
RealPresence Web Suite users should consultant your IT/system administrator or read Polycom
RealPresence Web Suite Release Notes on Polycom Support to understand the system minmum
requirements and prerequistes.
Get Help
For more information about installing, configuring, and administering Polycom products, refer to
Documents and Downloads at Polycom Support.
Polycom, Inc. 5
Getting Started
Topics:
Your RealPresence Web Suite deployment includes two web portals: the RealPresence Web Suite
Services Portal and the RealPresence Web Suite Experience Portal.
Your company’s RealPresence Web Suite system has a set of URLs that you use to connect to the
portals. Contact your company IT or system administrator to get the URLs you need for your system
deployment.
Polycom, Inc. 6
Getting Started
Procedure
1. Paste the web URL into the address bar of your web browser.
2. Enter your User domain name (username@domain) and Password.
Procedure
1. In the top-right corner of the RealPresence Web Suite Services Portal, click your name and click
Edit Profile.
2. On the Edit Profile page, edit the information under Personal settings.
3. If you want a new password, click Change Password and enter your password information.
4. Confirm that your changes are correct and click Update.
Polycom, Inc. 7
Managing Contacts
Topics:
The RealPresence Web Suite Services Portal address book keeps all your meeting contacts together in
one location for easy access. From the address book, you can manage contacts manually, from your
corporate or enterprise directory, or from social media accounts.
Procedure
1. From the Open Menu panel, click Contacts > Set Up.
2. On the Contacts Management page, click From Enterprise Directory.
3. Type a name in the search field and click .
4. Hover your mouse over the name you want to add and click to add the contact to your list.
Procedure
1. From the Open Menu panel, click Contacts > Set Up.
2. On the Contacts Management page, click Create New and complete the required fields.
3. Click Add.
Polycom, Inc. 8
Managing Contacts
Edit a Contact
Editing a contact in your Contacts list on the RealPresence Web Suite Services Portal keeps your
Contacts list up to date.
You can change any information saved for a contact, including first name, last name, email address, and
phone number.
Procedure
1. From the Open Menu panel, click Contacts > Set Up.
2. On the Contacts Management page, select the contact you want to edit in the list of Saved
Contacts.
3. Click and edit the information in the text fields.
4. Click Save.
Delete a Contact
You can delete any contact that you added to your Contacts list.
Procedure
1. From the Open Menu panel, click Contacts > Set Up.
2. On the Contacts Management page, select the contact you want to delete and click .
Procedure
1. Do one of the following:
• On the RealPresence Web Suite Services Portal home page, under Contacts, click , if
available.
• From the Open Menu panel in the RealPresence Web Suite Services Portal, click Contacts.
2. Sign in to your user account and allow RealPresence Web Suite to access your profile information.
3. Follow any additional application prompts.
4. After setting up social contacts, you can view your Google+ contacts in the RealPresence Web
Suite Services Portal and schedule meetings with them.
If your Google+ contacts do not appear, contact your IT or system administrator.
Polycom, Inc. 9
Scheduling Meetings
Topics:
• Meeting Passcodes
• Uploading Documents to Meeting Invitations
• Schedule a Meeting
• Viewing Scheduled Meetings
• Edit a Scheduled Meeting
• Cancel a Scheduled Meeting
To schedule meetings, you must have a user or administrator account on the RealPresence Web Suite
Services Portal.
Meeting Passcodes
When you schedule a meeting, you have the option to set passcodes to control who can enter or manage
the meeting.
Meeting passcode Provides added security and ensures that only invited attendees can enter. If you
set a meeting passcode, you need to share that passcode with the other meeting attendees for them to
join the meeting.
Chairperson passcode Enables an attendee to control a meeting by managing content sharing
permissions, muting attendees, or ending a meeting.
Polycom, Inc. 10
Scheduling Meetings
Documents cannot be added or deleted from the RealPresence Web Suite Services Portal during an
ongoing meeting. Use the in-meeting content controls provided by the RealPresence Web Suite
Experience Portal for this function. For security reasons, all uploaded documents are deleted once the
meeting ends.
Schedule a Meeting
To schedule a meeting, use the RealPresence Web Suite Services Portal to enter the meeting details and
invite participants.
After you schedule the meeting, the portal adds the meeting to your calendar and sends an email to the
invited attendees with the link they use to join the meeting.
Procedure
1. On the RealPresence Web Suite Services Portal home page, click Schedule Meeting.
2. Enter the following information:
• In the To field, enter valid email addresses, Enterprise Directory contacts user names, or
user names of social contacts.
• In the Subject field, type a subject for the meeting (required).
• In the Agenda field, type or paste a meeting agenda.
• In the Schedule fields, click to select start and end times and dates for the meetings.
• If inviting contacts are in different time zones, click Add Time Zones and choose a time
zone to check the meeting time in that time zone.
3. Optionally, upload documents associated with the meeting by doing one of the following:
• Drag and drop the files to the indicated area.
• Click the link to browse to the files.
4. Expand Meeting options:
a. To set up meeting passcode, do one of the following:
• Select Use Personal VMR to enter a VMR number and the VMR passcode from the
RealPresence DMA system.
• Select Meeting passcode to add a numeric passcode that attendees must enter to
join the meeting. If needed, select Chairperson passcode addtionally to add a
separate numeric passcode that identifies the meeting chairperson.
b. Click Allow only Enterprise Users to specify that only users from within your
organizational domain can enter the meeting.
c. Click Allow participants to upload documents to let any participant attach documents.
5. Click Schedule.
The attendees you invited receive email notifications that include a link to the meeting. The
meeting is added to your personal schedule and is listed on your calendar and the home page.
Note: If you choose to use a meeting or chairperson passcode, the passcode is not included in
the meeting invite. Send the passcode to the participants offline.
Polycom, Inc. 11
Scheduling Meetings
Procedure
1. Log in to the RealPresence Web Suite Services Portal.
The Calendar section of the home page shows your recently scheduled and upcoming meetings.
Procedure
1. From the Open Menu panel in the RealPresence Web Suite Services Portal, click Calendar.
The Calendar displays your meetings for the day.
2. Click Weekly or Monthly to change the Calendar view.
3. In the Meetings Calendar page, enable the Show Only the Meetings Scheduled By Me check
box to display the meetings scheduled by you.
Procedure
1. From the Open Menu panel in the RealPresence Web Suite Services Portal, click Calendar.
2. Click next to the meeting you want to edit.
Polycom, Inc. 12
Scheduling Meetings
Procedure
1. From the Open Menu panel in the RealPresence Web Suite Services Portal, click Calendar.
2. Click next to the meeting you want to cancel.
3. Click OK.
The Calendar shows the meeting as canceled, and each invited attendee receives a cancellation
notice.
Polycom, Inc. 13
Joining Meetings
Topics:
You can join meetings either from RealPresence Web Suite Services Portal or RealPresence Web Suite
Experience Portal.
Depending on how your company’s IT or system admin configured your system, you can join meetings
from RealPresence Web Suite Experience Portal at first, then continue joining the meeting using a web
browser, RealPresence Desktop software, or RealPresence Mobile software.
You can join a meeting with your secondary device (computer, phone or tablet) without audio and video
from the RealPresence Web Suite Experience Portal.
Procedure
1. In the RealPresence Web Suite Services Portal, locate the meeting on the home page or the
Calendar, and click the meeting entry.
2. Click the Web URI .
Polycom, Inc. 14
Joining Meetings
Procedure
1. Click Meet Now
2. Complete the following fields:
• In the To field, enter valid email addresses, Enterprise Directory contacts user names, or
user names of social media contacts.
• Type a Subject for the meeting.
• Type or paste a meeting agenda in the Agenda field.
3. Expand Meeting options:
a. To set up meeting information, do one of the followings:
• Select Use Personal VMR to enter your VMR number and VMR passcode. To
initiate a WebRTC meeting, you need to enter a VMR number from RealPresence
DMA system.
• If not use personal VMR, click Meeting passcode to add a numeric passcode that
attendees must enter to join the meeting.
• If not use personal VMR, click Chairperson passcode to add a separate numeric
passcode that identifies the meeting chairpersons.
b. Click Allow only Enterprise Users to specify that only users from within your
organizational domain can enter the meeting.
4. Click Start to start the meeting.
At this time, the attendees you invited receive email notifications that include a link to the meeting.
When they click the link, they are directed to the online meeting room.
5. Configure your audio and video preferences and click Continue to join the meeting.
Note: If you choose to use a meeting or chairperson passcode, the passcode is not included in
the meeting invite. Send the passcode to the participants offline.
You are routed to RealPresence Web Suite Experience Portal and then connected to meeting
either using the web browser or soft client.
Polycom, Inc. 15
Joining Meetings
Procedure
1. Click Join Meeting.
2. Enter the VMR and Passcode (if applicable) provided in the meeting invitation, and click Start.
To initate a WebRTC meeting, you need to enter a VMR number from RealPresence DMA system.
You are routed to RealPresence Web Suite Experience Portal and then connected to meeting
either using the web browser or soft client.
Procedure
1. Click the Web URL in the meeting invitation or copy and paste the web URL into the address bar
of your web browser.
2. In the login section, do one of the following:
• To log in as a registered user, click Registered User and enter your User domain name
(username@domain) and Password.
• To log in as a guest, click Guest and enter your User name and Email address.
3. To remember the login credentials, select Remember Me.
Polycom, Inc. 16
Joining Meetings
4. If the system populates the lobby code as the # Meeting ID, enter the meeting Passcode
[optional].
If the lobby code does not display, enter the VMR Number for the meeting. You can find the VMR
Number from your meeting invitation.
5. Leave the Join without audio and video unselected.
You can join your secondary device in the same meeting and select Join without audio and
video.
6. Click Continue.
• If you join a WebRTC conference from your computer, now the meeting connects from your
web browser.
• If not, the launcher page displays.
7. Depending on you use computers or mobile devices to join the meeting, do one of the following:
• Launch RealPresence Desktop software on your computer.
• Launch RealPresence Mobile software on your mobile device.
8. To launch the RealPresence Desktop software on your computer, do one of the following:
• After the Launcher_*.exe download completes, run the launcher.
• If the download does not start automatically, in the launcher page, click the link of “click
here”, run the launcher.
The system launches the RealPresence Desktop software and connects the meeting immediately.
9. To launch the RealPresence Mobile software on your mobile device, do one of the following:
• If you have RealPresence Mobile installed, tap Launch the application and the meeting
connects immediately.
• If not, click Install the application from App Store, and you are redirected to your device
App Store to download and install the RealPresence Mobile application.
The system launches the RealPresence Mobile software and connects the meeting immediately.
You may use web browser or soft client to control the meeting depending on how your company’s
IT or system administrator configured the system.
Note: You still need to buy the RealPresence Desktop license, if you want to use RealPresence
Desktop as a standalone meeting software (not the soft client of RealPresence Web Suite).
After the upgrade completes, you need to restart the RealPresence Desktop, then join the meeting again
from the web portal.
Polycom, Inc. 17
Joining Meetings
• Your browser is where to set your microphone and camera preferences and permissions, not the
RealPresence Web Suite Experience Portal interface. You do not have an audio or video settings
menu or options when joining a meeting.
• You might start a call in mesh mode (three or fewer participants) and later transition to a call using
an MCU bridge.
Procedure
1. Click the Web URL in the meeting invitation or copy and paste the web URL into the address bar
of your web browser.
2. In the login section, do one of the following:
• To log in as a registered user, click Registered User and enter your User domain name
(username@domain) and Password.
• To log in as a guest, click Guest and enter your User name and Email address.
3. To remember the login credentials, select Remember Me.
4. If the system populates the lobby code as the # Meeting ID, enter the meeting Passcode
[optional].
If the lobby code does not display, enter the VMR Number for the meeting. You can find the VMR
Number from your meeting invitation.
5. Leave the Join without audio and video unselected.
You can join your secondary device in the same meeting and select Join without audio and
video.
6. Click Continue.
The audio and video preview screen displays.
You will need to install the RealPresence Web Suite Extension to share your screen.
Procedure
1. Click the Web URL in the meeting invitation or copy and paste the web URL into the address bar
of your web browser.
2. In the login section, do one of the following:
▪ To log in as a registered user, click Registered User and enter your User domain name
(username@domain) and Password.
▪ To log in as a guest, click Guest and enter your User name and Email address.
3. To remember the login credentials, select Remember Me.
4. Enter the VMR number as the # Meeting ID.
You can find the VMR Number from your meeting invitation.
5. Select the Join without audio and video.
Polycom, Inc. 18
Joining Meetings
6. Click Continue.
Polycom, Inc. 19
Ending Meetings
Topics:
▪ End a Meeting
▪ Exit a Meeting
• Drop a Meeting Attendee
Depending on your system’s settings, only specific meeting attendees can end meetings in RealPresence
Web Suite.
The chairperson (and participants if enabled by your administrator) can end a meeting. Guests and
participants (if disabled by your administrator) can exit the meeting but cannot end it.
End a Meeting
Chairpersons (and participants if enabled by your administrator) can end the meeting .
Procedure
1. Click Hang up .
Exit a Meeting
Any meeting attendees can exit a meeting. If the only connected chairperson exits the meeting without
ending it, the meeting continues and ends only when all other attendees exit the meeting.
Procedure
1. Click Hang up .
Procedure
1. Click Roster and click the name of the attendee.
Polycom, Inc. 20
Ending Meetings
2. Click Hang Up .
Polycom, Inc. 21
Audio and Video Preferences
Topics:
You can configure your microphone, speaker and camera before and during the meetings.
• If joining a WebRTC conference from your computer, you will still use the RealPresence Web Suite
Experience Portal to configure the audio and video.
• If not, you will use RealPresence Desktop/RealPresence Mobile as the RealPresence Web Suite
soft client to configure the audio and video.
Procedure
1. At the bottom of the screen, select .
Polycom, Inc. 22
Audio and Video Preferences
Procedure
1. Click the camera icon on the right side of your browser URL field to access your camera and
microphone settings.
2. Allow the browser to access your camera and microphone and select your audio and video
preferences.
Consult your browser help documentation or your company IT administrator for help setting your
audio and video preferences within your browser.
You may need to refresh your browser and rejoin the meeting for the camera and microphone
changes to take effect.
Procedure
1. In the preview screen, do one of the following:
▪ Pause or start your video
▪ Mute or unmute your microphone
▪ Mute or unmute your speaker
▪ Select or unselect join without audio and video
Audio and video preview screen for a WebRTC meeting
Polycom, Inc. 23
Audio and Video Preferences
Procedure
1. Select or to mute or unmute your microphone.
Note: When your system speaker is muted, appears on the speaker button and you see a
tooltip “Your system speaker is muted.” You must unmute your system speaker before you can
adjust the speaker volume.
Procedure
» At the bottom of the screen, do one of the following:
◦ To adjust your speaker volume, select and then drag the microphone slide bar.
◦ To mute your speaker, select then drag the slide bar until the icon changes to .
Procedure
1. Select or to pause or start your video.
Polycom, Inc. 24
Audio and Video Preferences
Procedure
1. At the bottom of the screen, select .
2. Select Roster.
3. At the top of the Roster, select and confirm that you want to mute all attendees other than
yourself.
The mute icon displays for all the attendees listed in the Roster. The muting remains in place
until removed by you or another privileged attendee or an administrator.
Procedure
1. At the bottom of the screen, select .
3. Click .
The attendee is muted, and the mute icon displays in the Roster. The muting remains in place
until removed by you or another privileged attendee or an administrator.
Procedure
1. Select ( in WebRTC meeting) or ( in WebRTC meeting) hide or show your own video.
Polycom, Inc. 25
Audio and Video Preferences
Using Zoom
For meetings where participants are displayed in separate video panes, you can double-click to zoom in
or zoom out.
How a meeting displays is dependent on how your administrator has configured RealPresence Web
Suite.
Polycom, Inc. 26
Recording Meetings
Topics:
Depending on permission settings configured by your administrator, the chairperson may be the only
person who can record a meeting (guests can never record a meeting).
A meeting recording includes all of the video, audio, and shared content associated with the meeting.
When a recording starts, a message (or voice message) notifies all meeting attendees that the meeting is
being recorded.
Contact your IT or system administrator to find out if the recording is available on your system.
Procedure
1. Click Option Menu
2. Click Keypad .
Procedure
1. Click Record .
Polycom, Inc. 27
Recording Meetings
The button turns red to show that recording is in progress, and the notification bar displays the
message Recording started.
2. To stop recording, do one of the following:
• Click Record to stop recording but continue the meeting.
• Click Hang Up and end the meeting for all.
Depending on the recording system your RealPresence Web Suite deployment uses, you may receive an
email notification with a link to your recorded meeting. If you do not receive notification that your meeting
recording is ready for viewing, contact your company IT or system administrator for more information.
Polycom, Inc. 28
Sharing Content
Topics:
To enhance the collaboration experience, you can share documents, presentations, and other content
with the meeting attendees.
The content-sharing capabilities available to you depend on what options your organization has enabled
for content sharing and if you are using a supported browser or device to connect to the meeting.
Procedure
1. Select .
Polycom, Inc. 29
Sharing Content
Procedure
1. Click Roster and click To share content, click to ask for content sharing permissions.
Meeting attendees with privilege to grant or deny your request (typically chairpersons) will receive
a notification of your request and an option to allow or deny it. A message at the top of the screen
informs you if the request is approved or denied.
• If approved, you are assigned a new conference role with content sharing privileges,
typically participant, and appears at the bottom right of your screen.
• If denied, you cannot ask for content sharing permissions again.
Procedure
1. Click Roster.
2. In the request, click .
Procedure
1. Click Roster.
2. In the request, click .
Polycom, Inc. 30
Sharing Content
Procedure
1. Click Roster.
2. Select the name of a guest and click Change Status.
3. Click Chairperson or Participant depending on the role you want to assign to the guest.
The attendee is notified of the new role and can now share content if the new role allows it.
Procedure
1. Click Content in the lower-right corner.
Polycom, Inc. 31
Sharing Content
Procedure
1. Choose a shared content item to view by doing one of the following:
• Double-click the thumbnail of the item in the Content Queue.
• Click the Maximize button of the file on the stage.
• If the document is minimized at the bottom of the stage, double-click the thumbnail to
maximize it.
Procedure
1. Click Add to download and install the RealPresence Web Suite extension from the Chrome Web
Store when prompted by the on-screen instructions.
Depending on your system or browser settings, you may need to do the following:
• If you have a pop-up blocker or other security features enabled in your browser, you may
need to allow the browser to accept extension before you can download or install it.
• You may need to refresh your browser and rejoin the meeting for the software changes to
take effect.
• If you already have the extension installed in your system from a previous version of
RealPresence Web Suite, you may need to download and install it again.
Procedure
1. Click Content.
2. Choose one of the following options:
• Select the desktop monitor you want to share and click Share.The Content Sharing toolbar
appears at the top of your screen.
• Click Screen Share > Entire Screen to share your desktop.
Polycom, Inc. 32
Sharing Content
Share an Application
You can share content directly from applications installed on your system with the meeting attendees.
This option may not be available to you depending on your company's licensing preferences
Procedure
1. Click Content.
2. Click Screen Share.
Ensure that the application that needs to be shared is open on your system.
3. Select the application to be shared on the Share your screen dialog box and click Share.
The application is shared with the meeting attendees.
Share Files
You can share supported files directly with the meeting attendees. This option may not be available to
you depending on your company's licensing preferences.
Supported file types include:
• Adobe PDF files (.pdf)
• Microsoft PowerPoint files (.ppt and .pptx)
• Microsoft Word files (.doc and .docx)
• Common image file formats (.jpg, .png, .gif, .bmp, and .svg)
Procedure
1. Click File Share to upload files for sharing by doing one of the following:
• Drag and drop the files to the indicated area.
• Click the link to browse to the files.
Procedure
1. Click on your screen or file.
Procedure
1. If the document is minimized at the bottom of the meeting window, double-click the thumbnail to
maximize it.
2. Hover over the top of the document to display its toolbar.
Polycom, Inc. 33
Sharing Content
Procedure
1. Click Layouts.
2. Choose one of the available content and video stream layouts.
Procedure
1. Click Show/Hide Video on the left toolbar to show or hide the inset showing the people video
stream for the meeting.
Procedure
1. Click Lock/Unlock Contents on the left toolbar to lock or unlock the Stage.
This option is available to everyone with presentation rights, and the first presenter to click it locks
out everyone else, preventing them from sharing content.
Polycom, Inc. 34
Sharing Content
Procedure
1. Click to expand or hide the Annotation Toolbar.
2. Click the pushpin at the bottom of the toolbar to pin or unpin (auto-hide) the toolbar.
The following are the Annotation Tools available in the Annotation Toolbar.
Polycom, Inc. 35
Sharing Content
Procedure
1. Click .
Procedure
1. Click to delete all annotations.
Procedure
1. Click Whiteboard or Blackboard to add a new virtual board to the content Queue.
Procedure
1. If the document is minimized at the bottom of the meeting window, double-click the thumbnail to
maximize it.
2. Hover over the top of the document to display its toolbar.
If necessary, use the up and down arrows to display the page you want.
3. Click the Download button and select Screenshot.
A PNG file of the current page and its annotations is downloaded to your computer.
Polycom, Inc. 36
Sharing Content
Procedure
1. Select the graphical content you wish to save using one of the following options:
• Hover over the top-right corner of the item (if maximized) to display its collapsed toolbar and
expand it by clicking the arrow.
• Hover over the thumbnail at the bottom of the meeting window.
2. Click the Download button and select Screenshot.
A JPEG file of the item and its annotations is downloaded to your computer.
Polycom, Inc. 37
Inviting Attendees and Group Chat
Topics:
You can invite attendees and have group chat using web browser.
Procedure
1. Click Add to open the meeting Details pane.
2. To send the meeting invite to the people you want to invite to the meeting, do one of the following:
• Click Copy To Clipboard and paste the meeting details into the body of an email, IM
message, calendar invite, or other communication of your choice, and send it to the persons
you want to invite to the meeting.
Your message includes a web link and other information for the meeting. Recipients can
click the link to join the meeting by using the RealPresence Web Suite Client in their browser
or use the other information to join the meeting using a telephone or other type of hard or
soft endpoint (if and where supported).
• Click Mail invite to create a draft email message with the information automatically
populated.
Procedure
1. Click Chat.
2. In the chat box, type a message in the text field.
3. Press Shift+Enter to start a new line within the message.
4. Press Enter to send the message.
Polycom, Inc. 38
Change Attendees’ Roles
Chairpersons can change other attendees’ roles.
Optionally, use a prerequisite.
Procedure
1. At the bottom of the screen, select .
Polycom, Inc. 39
Accessibility Features
The following table lists the accessibility features available for users in the RealPresence Web Suite
Services and RealPresence Web Suite Experience Portals.
Enlarged text and images You can view enlarged text and images in both portals
by using a screen magnifier or other Assistive
Technology options available on your computer or
device.
Text icons and menu options Menu options and icons in both portals include text that
can be read by screen readers. Text is also provided
for all animations.
High contrast visibility You can view most screens in the RealPresence Web
Suite Services Portal in High Contrast mode. The color
contrast ratio for most text elements is 7.5:1, except for
error alerts where the contrast ratio is 3.9:1.
Keyboard shortcuts You can perform major feature tasks in both portals
using the Tab, Enter, and arrow keys on the keyboard.
Visual speaker indication An active speaker indicator displays in the Roster in the
RealPresence Web Suite Experience Portal.
Note: You can view additional accessibility features available for your computer or device by visiting the
manufacturer website.
Polycom, Inc. 40
Troubleshooting
Topics:
This section provides troubleshooting procedures for solving typical conferencing problems such as
video, audio, and loading-screen errors. If you experience other problems or the information in this
section does not solve your issue, contact your company IT or system administrator.
Polycom, Inc. 41
Troubleshooting
On the Meeting page, the call information indicates that the Mode is HTTP Tunneling.
Participating in a meeting in Limited Experience Mode can also affect the quality of the meeting
experience; video quality might be affected by higher latency and lower bit rate when connecting.
If poor network conditions persist, your call may be dropped to audio-only mode. If so, the following
message is displayed on the screen.
If you experience problems joining a meeting from a slow network, you can try to adjust your audio or
video quality to increase connectivity.
Procedure
1. End the meeting and log out of the RealPresence Web Suite Experience Portal.
2. Log back in to the RealPresence Web Suite Experience Portal and rejoin the meeting.
Polycom, Inc. 42
Troubleshooting
3. On the login screen, click Settings and slide the Call Quality settings to Low or Audio-only.
Polycom, Inc. 43
Troubleshooting
Procedure
1. Log in to your organization's Outlook Web Access web page (contact your company's network or
system administrator if you don't know the URL).
2. Go to the calendar settings page.
3. Enable the check box, if available, to automatically process requests and responses from external
senders.
For more information, see your email client's help documentation or contact your company's IT or system
administrator.
Polycom, Inc. 44
Troubleshooting
administrator confirm the settings outlined in the Troubleshooting section of the Polycom RealPresence
Web Suite Administrator Guide (available at Polycom Support).
Polycom, Inc. 45
Troubleshooting
Disabling the Windows Audio Enhancements process in Windows 7 and using the Polycom-included
enhancements may resolve audio issues.
Procedure
1. Launch a regular Chrome browser window and start or join a meeting in the RealPresence Web
Suite Experience Portal.
2. Follow the prompts to add the RealPresence Web Suite Extension from the Google Chrome web
store.
3. Once the extension is added, open up your extension list in Chrome, verify that the extension is
enabled, and allow the RealPresence Web Suite Extension to work incognito.
Close the browser window.
4. Launch a new browser window incognito, and restart or rejoin the meeting.
Polycom, Inc. 46