Contents
Polycom CX5500 Unified Conference Station for Microsoft Lync
Polycom, Inc
Contents
Use Advanced Features
Administrative Tasks
Change Your Office Hours Change Timeouts
About This Guide
Who Should Read this Guide?
Conventions Used in this Guide
Terms and Writing Conventions
Information Elements
Icons Used in this Guide
Typographic Conventions
Bold
Get Help and Support Resources
About the Polycom CX5500 Unified Conference Station
Get Started
Use the CX5500 System with Microsoft Lync Client
Use the CX5500 System as a Conference Phone
How the CX5500 system works during conference calls
Understand the CX5500 System Hardware
Polycom CX5500 system
Microphone Indicator Lights
Understand the Indicator Lights
Active video indicator lights
Basic Video Transmit
Connect the CX5500 System to a Computer
HD Transmit
Access the Web Configuration Utility
To access the Web Configuration Utility for your phone
Web Info Information on using the Web Configuration Utility
Sign in to the CX5500 System with Lync
User Tip Using strong passwords
Troubleshooting I can’t sign-in using my login credentials
Best Practices for Effective Camera Tracking
Place a Video Call
Use the CX5500 System with Microsoft Lync
Answer a Video Call
Adjust Audio and Video
Hang Up a Call
Use the CX5500 System as a Conference Phone
To switch among views
Navigate Phone Views
Home View
Troubleshooting Why can’t I access a certain view?
Home view
Additional home icons
Lines and favorites from Home view
Lines View
To display Lines view
Active Call View
To display all your calls
To view Active Call view
Active and held calls in Lines view
To display Calls view
Calls View
Dark green Active call
Phone icons and status indicators
Understand Phone Icons and Status Indicators
Status bar in Home and other views
Navigate Your Phone’s Interface
Navigating your phone interface
To change how numbers and text are formatted
Enter Data and Update Fields
To enter a URL or telephone number in the Contact field
Use the Onscreen Keyboard
To use the onscreen keyboard
Using the onscreen keyboard to enter information
Clean the Touchscreen
To clean the touchscreen
Manage Calls on Your Phone
Place and End Calls
User Tip Choosing URLs or numbers mode from the dialer
Call from the Dialer
To display the dialer
To place a call from the Dialer
To call from the Recent Calls list
To call from your Favorites list
To call from your Directory
Timesaver Automatically dialing favorites
Manage Active Calls
Redial Numbers
End Calls
Hold a Call
Transfer Calls
To resume a held call
To transfer a call
To perform a blind transfer
Manage Incoming Calls
Answer Incoming Calls
To answer an incoming call
To answer an incoming call from Home or Calls view
Answer Additional Calls
To answer another incoming call
To answer another incoming call from Home view
Incoming Call window
Answer Calls on a Shared Line
Answer Calls Automatically
Redirect Calls
Ignore Incoming Calls
Reject Incoming Calls
Forward Incoming Calls
Forward Calls to a Contact
To forward all calls a contact
To disable call forwarding
Call-forwarding enabled icon in Lines view
Reject Calls from a Contact
Divert Calls from a Contact
Enable Do Not Disturb
Tap Auto Divert, and tap Enabled
Enable Do Not Disturb on Multiple Lines
To enable and disable Do Not Disturb
To enable or disable Do Not Disturb for a particular line
From the Do Not Disturb screen, tap Enable or Disable
Calls on two lines in Lines view
Manage Multiple Calls
Calls on separate lines in Calls view
Dial in to Conference Calls
Manage Conference Calls
To dial in to a conference call
User Tip Best practices for conference calls
To initiate a conference call using the Confrnc soft key
Initiate Conference Calls
Hold and Resume Conference Calls
Tap Confrnc
Split Conference Calls into Two Held Calls
End Conference Calls
Manage Conference Call Participants
Timesaver How to manage a participant without tapping manage
To manage a participant in a conference call
Manage Contacts and Directories
Use Your Contact Directory
To view your Contact Directory from Home view
Contact Directory
To view contact information
To search for a contact
To dial a contact
To add a contact
To update a contact’s information
To delete a contact
Manage Favorites
Add Contacts from Recent Calls list
To add recent callers to your Contact Directory
To make a contact a favorite
Favorites in Lines view
Favorites list
Favorites in Home view
Work with a Corporate Directory
To perform a quick search of the Corporate Directory
To perform an advanced search Tap AdvFind
To dial a Corporate Directory contact
To add a contact to your Contact Directory
To remove message indicators temporarily
Listen to Voicemail
To listen to voicemail messages
Tap Message Center
View Recent Calls
Timesaver Quickly access the Recent Calls list
To view your Recent Calls list
Control Audio and Volume
To manage a call record
To customize the list
To remove certain calls from the list
Change the Speaker and Ringer Volume
Update the Incoming Call Ringtone
Update a Contact’s Ringtone
Edit Contact screen, tap Ring Type
Work with Shared Lines
Mute the Microphone
Icons and status indicators for shared lines
Update Your Status
Use Advanced Features
Use the Contact List
To update your presence setting
Manage Your Contact List
To view your Contact List
View Lync Contacts’ Presence Status
Lync Status and Presence Icons
To view your contacts in Lines view
To view contacts in Home view
Broadcast Messages Using Group Paging
Group Paging Mode
Integrate with Microsoft Lync Server
Send and Receive Pages
Receive Pages
To send a
Adjust the Volume of Pages
Change the Default Paging Group
Update Paging Group Subscriptions
Enable Pages to Play during Active Calls
To hear the page when Accept While Busy is disabled
Use the Calendar
Open and Close the Calendar
Troubleshooting Why doesn’t the calendar display anymore?
To open the calendar
Troubleshooting Why doesn’t the calendar display?
Navigate Month View
Navigate Day View
To close the Calendar
To navigate in Day view
Navigate Meeting View
To see Meeting view
Work with Meeting Reminders
Troubleshooting Why don’t my meeting reminders display?
To navigate in Meeting view
Join Meetings from the Calendar
To join a meeting from a meeting reminder
To use another number to join the meeting from a reminder
To join a meeting from Meeting view
Log in to a Phone
Log In and Out of a Phone
Change Your Password
Place Calls from Phones That Are in the Logged-Out State
Change Your User Password
From the Advanced screen, tap Change User Password
Lock the Phone
Lock and Unlock Your Phone
Access Features with Your Login Credentials
Call and Answer from a Locked Phone
To unlock your phone Tap Unlock
To call an authorized number from a locked phone
Customize the Phone’s Display
Troubleshooting What happens if I can’t access features?
Change the Language on Your Phone
Change the Time and Date Display
Change the Backlight
Change the Background Picture
From the Backlight Intensity screen, tap Maximum Intensity
Use Power-Saving Mode
Web Info Adding a web page as the background on your phone
User Tip Determining which idle timeout applies
Change Timeouts
Change Your Office Hours
Polycom, Inc
Investigate Phone Warnings
Administrative Tasks
Restart the Phone
Update Phone Configuration
Test Phone Hardware
Test the Speaker, Microphones, and Camera
Troubleshoot Issues
Download Logs
Get Help
Polycom and Partner Resources
Polycom Community
Copyright, Safety, and Regulatory Notices
Service Agreements
Polycom Limited Warranty and Limitation Liability
Governing Law
Warranty Exclusive
Safety, Compliance, and Disposal Information
Exclusions
Part 15 FCC Rules
Class B Digital Device or Peripheral
Plug Acts as Disconnect Device
Industry Canada IC
Europe Singapore
Class B Statements
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