The Polycom VSX videoconference unit has an extensive setup menu to personalize and configure the operation of the system. When the system is first powered on it will assume a generic configuration that will usually provide the basic functionality. The system may need to be reconfigured to work in your local environment.

This section is provided to help you find and navigate through the many setup menus available that are needed to configure the system. The number of menu options and setting all the values may be a daunting task but only needs to be done once during the initial configuration process to ensure all settings are correct. After that, no settings need to be changed except for the occasional connect or disconnect from a Gatekeeper, if needed for a specific call.

The primary device for control of the VSX system is the remote control unit. It provides direct access to the internal settings of the system through the on-screen menus. Each menu works in a circular fashion. Either the up or down arrow will move the cursor to an available setting. The left and right arrows are used for horizontal movement. The central button is for selecting a menu item to manipulate. The bent arrow in the lower right will back up one menu screen and the house button in the lower left will return to the main menu.

To follow the path through the menu system, use the arrow keys to select an item on the display screen and press the center button to advance to the next layer of menus. When an option is displayed that needs to be changed use the arrow keys to move to the option and press the center key to select or change a setting. In some cases the item may provide a menu of options for selection. Use the arrows to move to the desired option and press the center button.

In other cases you may be required to enter alphanumeric text. This can be done in two different ways. The numeric keys can be used to enter either numbers or letters. By pressing any of the numeric keys it will enter the selected number. However, if a key is pressed in rapid succession it will rotate through all the possible letters and number displayed on the key. If the same number or letter is to be repeated, pause for a second and repeat the process.

The second option is to use the keyboard that can be displayed on the screen by pressing the keyboard button on the upper left of the numeric keypad. If this option is selected, the arrow keys are used to move the cursor to the desired key and the central button used to select the key. When the entry is completed the keyboard can be removed by pressing the key that activated the keyboard display or selecting the bent arrow key on the lower right of the keyboard.

Like the other Polycom units, the VSX model can support both Internet (IP) and telephone (ISDN) connectivity if these features have been purchased. IFAS only supports IP connectivity. Consequently, only the IP configuration will be addressed in this document. To distinguish the different setups that are important for IP connectivity, the following markup will be used to help find the appropriate settings:
 

	Required IP features will be colored RED and labeled with the symbol. Every setting should be checked for validity and user preference.
	Optional IP features will be colored ORANGE and labeled with the symbol. In general, these settings are for testing and general setup.
	Non-supported features will be colored GREY and labeled with the symbol. These settings can be safely ignored.
	Information only items will be BOLDED and labeled with the symbol. Provides read only information about the current operation of system.
	Suggested/Recommended answers are BOLDED and UNDERLINED

This outline will be helpful to find features that need to be initially set or may need to be changed at a later time. It will help by showing the menu path required to get to a specific setup function. This menu structure is for Software Version Release 7.5.1 - 11 Jan  2005.

Place a Call
								Search
								Category (all, global, local or edit category)
								New
								Edit
								Delete
								Listing of Site name, date, time and call type. A call can be initiated directly from the list. Just select the call reference and push the "Call" button.
								Call
								Directory
								Save
								Delete
								Speed (select "Auto" or choose a specific speed from a menu)
								Meeting Participants
								Enter a Meeting Name (any text)
								Manual Entry
								Select a Call Type (IP or ISDN)
If this option is activated, it will only appear when there is at least one entry in the speed dial list that is entered in the "Admin Setting / General Settings /Home Screen Settings".
								List of Selected Call Sites
								Display Monthly Calendar
								Do Not Disturb (on or off)
								The "Alert" bar will only be displayed when there is a problem detected with the system. It is displayed at the bottom of the screen and should be reviewed to find and fix problems.
								The "System" bar is the entry point for configuring the system and modifying the various definable parameters. If it is not displayed on the main screen it can be accessed by pressing the yellow "Help" button on the bottom of the remote control.
	WARNING - If a system password has been set (HIGHLY RECOMMENDED), it will be required to enter the Admin Settings sub-menu screens and set the available options. A password is highly recommended and should be recorded in a safe location. Users can be provided access to general settings by selecting "Allowing access to user settings" on the "Security" menu.
								Maximum Time in a Call (number of minutes)
								Auto Answer Point to Point (yes, no or Do Not Disturb)
								Auto Answer Multipoint (yes, no or Do Not Disturb)
								Display Time in a Call (off, local or elapsed time)
								Call Detail Report (on or off)
								Recent Calls (on or off)
								Far Site Name Display Time (select from menu) seconds
								System Name (any text, unit name/location)
								Allow Directory Changes (on or off)
								Confirm Directory Additions (on or off)
								Confirm Directory Deletions (on or off)
								Color Scheme (select from menu)
								Screen Saver Wait Time (0,1,3,15,30,60,120,240,480 minutes)
								Keypad Audio Confirmation
								Remote Control Keypad (Presets or Tones)
								Snap Button Option (Calendar, Recent Calls, System Info, Call Statistics or off)
								Dialing Display (None, Marquee or Dialing entry field) - If the "Dialing entry field" is not selected, users can only call sites listed in the directory.
								Enter Marquee Text (any text) - if selected above
								Call Quality (on or off)
								H.323 Extension (E.164) (on or off)
								Directory (on or off)
								System (on or off) If turned off it can be reached by pressing the yellow help button on the remote control.
								Multipoint (on or off) [should be on only if MCU option is available]
								System Name (on or off)
								IP or ISDN Information (none, both, IP Only or ISDN Only)
								Local Date and Time (on or off)
								Do Not Disturb Icon (on or off)
								Call Detail Report (on or off)
								Recent Calls (on or off)
								Sites (on or off) - turning this feature on will cause the Contacts/Speed Dial button (below) to be displayed on the main menu if there is at least one entry in the list created below.
								Last Number Dialed (on or off)
								To display a site name on the Home Screen, select Add and choose a site from the directory.
								List of Sites selected
								Add a Site to the display
								Delete a site from display
								Button Name (Contacts or Speed Dial) - Indicate the text to be displayed  on main menu button for the frequently called numbers list.
								Admin Password (any text, HIGHLY Recommended) - this password, if set, will be required to enter the "Admin Settings" menu area.
								Meeting Password (any text, if needed)
								Allow Access to User Settings  (on or off) - allows general users access to a menu for setting certain features of the system. (see "User Settings" menu below)
								AES Encryption  (on or off)
								Enable Remote Access
								FTP (on or off)
								Web (on or off)
								Telnet (on or off)
								SNMP (on or off)
								Web Access Port (enter port number, 80 is standard)
								Allow Video Display on Web (on or off)
								Country (United States or other)
								Language (English or other)
								Country Code (1)
								Area Code required (on or off)
								ISDN International Access (enter phone number)
								Room Telephone Number (enter phone number)
								Date Format (select from menu)
								Time Format (select from menu)
								Month, Day and Year (select from menu)
								Hour, Minutes and AM/PM (select from menu)
								Daylight Savings Time (on or off)
								Time Difference from GMT (select from menu)
								Display Time in Call (off, local or elapsed time)
								Time Server (off, manual or auto)
								Port 1
								Baud Rate (SELECT FROM MENU)
								RS-232 Mode (Control, Sony PTZ, Closed Caption, VERTEX Mixer or Pass Thru
								Key (enter option key if purchased)
								Multipoint (No or Enabled)
								People+Content IP (No or Enabled)
								Enable IP H.323 (on or off)
								Display H.323 Extensions (on or off)
								H.323 Name (any text)
								H.323 Extension (E.164) ("79" + 5 local phone digits)
								Gatekeeper
								Use Gatekeeper (off, auto or specify)
								H.323 Name (any text)
								H.323 Extension (E.164) ("79" + 7 local phone digits)
								Outbound Call Route (Gateway) - only displayed for Gatekeeper "Auto" and "Specify"
								Gatekeeper IP Address (IP address) - only displayed when Gatekeeper set to "Auto"
								Gatekeeper IP Address (enter IP address) - only displayed when Gatekeeper set to "Specify"
								Alternate Gatekeepers - only displayed for Gatekeeper "Auto" and "Specify"
								Gateway Country Code (any number)
								Gateway Area Code (any number)
								Gateway Number (enter telephone number)
								Gateway H.323 Extension (e.164) ("79" + 5 local phone digits)
								Gateway Number Type (Direct Inward Dial or Number + Extension)
								Number of Digits in DID Number (enter number) - only displayed for "Direct Inward Dial"
								Number of Digits in Extension (enter number) - only displayed for "Direct Inward Dial"
								Gateway Setup (select Speed and enter prefix and suffix)
								Enable SIP (on or off)
								Transport Protocol
								UDP (on or off)
								TCP (on or off)
								User Name (any text)
								Password (any text)
								Proxy Server (any text)
								Registrar Server (any text)
								Type of Service (DiffServ or IP Precedence)
								Type of Service Value
								Video (any number)
								Audio (any number)
								Far End Camera Control (any number)
								Enable PVEC
								Dynamic Bandwidth (on or off)
								Maximum Transmit bandwidth (select from menu)
								Maximum Receive Bandwidth (select from menu)
								Fixed Ports (on or off)
								TCP Ports (number between 1024 and 49150) 3230
								UDP Ports (number between 1024 and 49150) 3230
								NAT Configuration (off, auto or manual)
								NAT Public (WAN) Address (enter IP address)
								NAT is H.323 Compatible (on or off)
								Address Displayed in Global Directory (Public or Private)
								IP Address Displayed