Polycom Comprehensive Guide for CX5500 Setup and Web Configuration Utility

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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide

Access the Web Configuration Utility

You can update phone settings from your phone using the phone’s menu commands or update settings remotely with the Polycom Web Configuration Utility. The Web Configuration Utility enables you to view and configure phone behavior from a computer using a web browser. The utility provides a browser- friendly view of your phone’s current settings and enables you to perform many of the same updates from your computer that you can perform using your phone’s menu system.

You can access the utility using any compatible web browser installed on a computer that resides on the same network as your phone. Before you begin, you need to know the IP address of your phone and the user password to log in to the utility.

Web Info: Information on using the Web Configuration Utility

For detailed information on accessing, navigating, and using the utility, see the Polycom Web Configuration Utility User Guide.

To find your phone’s IP address:

»From Home view, select Settings > Status > Platform > Phone, and use the arrow keys to navigate to your phone’s IP address.

To access the Web Configuration Utility for your phone:

1Launch a web browser from a computer on the same network as your phone.

2In the address bar of your web Browser, enter the IP address of your phone.

3Click Enter.

4From the Web Configuration Utility login screen, select User, and enter the user password. The default user password is 123.

5Click Submit.

The Web Configuration Utility Home screen displays.

Sign in to the CX5500 System with Lync

After you set up your CX5500 system, you can sign into Lync on your phone using your login credentials (your domain, user name, and password) or your PIN authentication, which are provided by your system administrator. If you are presented with a choice when signing into Lync on your phone, ask your system administrator which method to use.

To sign into Lync on your CX5500 system:

1 Tap the SignIn soft key or tap and select Settings > Features > Microsoft Lync > SignIn.

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Contents Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Change Your Office Hours Change Timeouts Administrative TasksTerms and Writing Conventions About This GuideWho Should Read this Guide? Conventions Used in this GuideIcons Used in this Guide Information ElementsBold Typographic ConventionsGet Help and Support Resources Get Started About the Polycom CX5500 Unified Conference StationUse the CX5500 System with Microsoft Lync Client How the CX5500 system works during conference calls Use the CX5500 System as a Conference PhonePolycom CX5500 system Understand the CX5500 System HardwareUnderstand the Indicator Lights Microphone Indicator LightsActive video indicator lights Connect the CX5500 System to a Computer Basic Video TransmitHD Transmit Sign in to the CX5500 System with Lync Access the Web Configuration UtilityTo access the Web Configuration Utility for your phone Web Info Information on using the Web Configuration UtilityTroubleshooting I can’t sign-in using my login credentials User Tip Using strong passwordsBest Practices for Effective Camera Tracking Use the CX5500 System with Microsoft Lync Place a Video CallAnswer a Video Call Hang Up a Call Adjust Audio and VideoTo switch among views Use the CX5500 System as a Conference PhoneNavigate Phone Views Troubleshooting Why can’t I access a certain view? Home ViewHome view Lines and favorites from Home view Additional home iconsTo display Lines view Lines ViewActive and held calls in Lines view Active Call ViewTo display all your calls To view Active Call viewCalls View To display Calls viewDark green Active call Understand Phone Icons and Status Indicators Phone icons and status indicatorsStatus bar in Home and other views Navigating your phone interface Navigate Your Phone’s InterfaceEnter Data and Update Fields To change how numbers and text are formattedTo enter a URL or telephone number in the Contact field To use the onscreen keyboard Use the Onscreen KeyboardUsing the onscreen keyboard to enter information Place and End Calls Clean the TouchscreenTo clean the touchscreen Manage Calls on Your PhoneTo place a call from the Dialer User Tip Choosing URLs or numbers mode from the dialerCall from the Dialer To display the dialerTimesaver Automatically dialing favorites To call from the Recent Calls listTo call from your Favorites list To call from your DirectoryHold a Call Manage Active CallsRedial Numbers End CallsTo perform a blind transfer Transfer CallsTo resume a held call To transfer a callTo answer an incoming call from Home or Calls view Manage Incoming CallsAnswer Incoming Calls To answer an incoming callIncoming Call window Answer Additional CallsTo answer another incoming call To answer another incoming call from Home viewAnswer Calls Automatically Answer Calls on a Shared LineForward Incoming Calls Redirect CallsIgnore Incoming Calls Reject Incoming CallsTo forward all calls a contact Forward Calls to a ContactDivert Calls from a Contact To disable call forwardingCall-forwarding enabled icon in Lines view Reject Calls from a ContactTap Auto Divert, and tap Enabled Enable Do Not DisturbFrom the Do Not Disturb screen, tap Enable or Disable Enable Do Not Disturb on Multiple LinesTo enable and disable Do Not Disturb To enable or disable Do Not Disturb for a particular lineManage Multiple Calls Calls on two lines in Lines viewCalls on separate lines in Calls view User Tip Best practices for conference calls Dial in to Conference CallsManage Conference Calls To dial in to a conference callTap Confrnc To initiate a conference call using the Confrnc soft keyInitiate Conference Calls Hold and Resume Conference CallsEnd Conference Calls Split Conference Calls into Two Held CallsManage Conference Call Participants To manage a participant in a conference call Timesaver How to manage a participant without tapping manageContact Directory Manage Contacts and DirectoriesUse Your Contact Directory To view your Contact Directory from Home viewTo add a contact To view contact informationTo search for a contact To dial a contactTo delete a contact To update a contact’s informationTo make a contact a favorite Manage FavoritesAdd Contacts from Recent Calls list To add recent callers to your Contact DirectoryFavorites list Favorites in Lines viewFavorites in Home view Work with a Corporate Directory To add a contact to your Contact Directory To perform a quick search of the Corporate DirectoryTo perform an advanced search Tap AdvFind To dial a Corporate Directory contactTap Message Center To remove message indicators temporarilyListen to Voicemail To listen to voicemail messagesTimesaver Quickly access the Recent Calls list View Recent CallsTo view your Recent Calls list To remove certain calls from the list Control Audio and VolumeTo manage a call record To customize the listEdit Contact screen, tap Ring Type Change the Speaker and Ringer VolumeUpdate the Incoming Call Ringtone Update a Contact’s RingtoneMute the Microphone Work with Shared LinesIcons and status indicators for shared lines Use Advanced Features Update Your StatusUse the Contact List Manage Your Contact List To update your presence settingView Lync Contacts’ Presence Status To view your Contact ListLync Status and Presence Icons To view contacts in Home view To view your contacts in Lines viewSend and Receive Pages Broadcast Messages Using Group PagingGroup Paging Mode Integrate with Microsoft Lync ServerTo send a Receive PagesChange the Default Paging Group Adjust the Volume of PagesUse the Calendar Update Paging Group SubscriptionsEnable Pages to Play during Active Calls To hear the page when Accept While Busy is disabledTroubleshooting Why doesn’t the calendar display anymore? Open and Close the CalendarTo open the calendar To close the Calendar Troubleshooting Why doesn’t the calendar display?Navigate Month View Navigate Day ViewNavigate Meeting View To navigate in Day viewTo see Meeting view Troubleshooting Why don’t my meeting reminders display? Work with Meeting RemindersTo navigate in Meeting view To join a meeting from Meeting view Join Meetings from the CalendarTo join a meeting from a meeting reminder To use another number to join the meeting from a reminderLog In and Out of a Phone Log in to a PhonePlace Calls from Phones That Are in the Logged-Out State Change Your PasswordLock and Unlock Your Phone Change Your User PasswordFrom the Advanced screen, tap Change User Password Lock the PhoneTo call an authorized number from a locked phone Access Features with Your Login CredentialsCall and Answer from a Locked Phone To unlock your phone Tap UnlockTroubleshooting What happens if I can’t access features? Customize the Phone’s DisplayChange the Language on Your Phone Change the Backlight Change the Time and Date DisplayFrom the Backlight Intensity screen, tap Maximum Intensity Change the Background PictureWeb Info Adding a web page as the background on your phone Use Power-Saving ModeChange Timeouts User Tip Determining which idle timeout appliesChange Your Office Hours Polycom, Inc Administrative Tasks Investigate Phone WarningsRestart the Phone Test Phone Hardware Update Phone ConfigurationTroubleshoot Issues Test the Speaker, Microphones, and CameraDownload Logs Polycom and Partner Resources Get HelpPolycom Community Governing Law Copyright, Safety, and Regulatory NoticesService Agreements Polycom Limited Warranty and Limitation LiabilityPart 15 FCC Rules Warranty ExclusiveSafety, Compliance, and Disposal Information ExclusionsEurope Singapore Class B Digital Device or PeripheralPlug Acts as Disconnect Device Industry Canada ICClass B Statements