Polycom CX5500 manual Use Advanced Features

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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide

 

Manage Active Calls

33

Manage Incoming Calls

35

Redirect Calls

38

Manage Multiple Calls

43

Dial in to Conference Calls

44

Manage Conference Calls

44

Initiate Conference Calls

45

Hold and Resume Conference Calls

45

End Conference Calls

46

Split Conference Calls into Two Held Calls

46

Manage Conference Call Participants

46

Manage Contacts and Directories

48

Use Your Contact Directory

48

Manage Favorites

51

Work with a Corporate Directory

53

Listen to Voicemail

55

View Recent Calls

56

Control Audio and Volume

57

Change the Speaker and Ringer Volume

58

Update the Incoming Call Ringtone

58

Update a Contact’s Ringtone

58

Mute the Microphone

59

Work with Shared Lines

59

Use Advanced Features

61

Use the Contact List

61

Update Your Status

61

Manage Your Contact List

62

View Lync Contacts’ Presence Status

63

Integrate with Microsoft Lync Server

65

Broadcast Messages Using Group Paging

65

Group Paging Mode

65

Use the Calendar

68

Open and Close the Calendar

69

Navigate Month View

70

Navigate Day View

70

Navigate Meeting View

71

Work with Meeting Reminders

72

Join Meetings from the Calendar

73

Log in to a Phone

74

Log In and Out of a Phone

74

Place Calls from Phones That Are in the Logged-Out State

75

Change Your Password

75

Polycom, Inc.

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Contents Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Administrative Tasks Change Your Office Hours Change TimeoutsAbout This Guide Who Should Read this Guide?Conventions Used in this Guide Terms and Writing ConventionsInformation Elements Icons Used in this GuideTypographic Conventions BoldGet Help and Support Resources About the Polycom CX5500 Unified Conference Station Get StartedUse the CX5500 System with Microsoft Lync Client Use the CX5500 System as a Conference Phone How the CX5500 system works during conference callsUnderstand the CX5500 System Hardware Polycom CX5500 systemMicrophone Indicator Lights Understand the Indicator LightsActive video indicator lights Basic Video Transmit Connect the CX5500 System to a ComputerHD Transmit Access the Web Configuration Utility To access the Web Configuration Utility for your phoneWeb Info Information on using the Web Configuration Utility Sign in to the CX5500 System with LyncUser Tip Using strong passwords Troubleshooting I can’t sign-in using my login credentialsBest Practices for Effective Camera Tracking Place a Video Call Use the CX5500 System with Microsoft LyncAnswer a Video Call Adjust Audio and Video Hang Up a CallUse the CX5500 System as a Conference Phone To switch among viewsNavigate Phone Views Home View Troubleshooting Why can’t I access a certain view?Home view Additional home icons Lines and favorites from Home viewLines View To display Lines viewActive Call View To display all your callsTo view Active Call view Active and held calls in Lines viewTo display Calls view Calls ViewDark green Active call Phone icons and status indicators Understand Phone Icons and Status IndicatorsStatus bar in Home and other views Navigate Your Phone’s Interface Navigating your phone interfaceTo change how numbers and text are formatted Enter Data and Update FieldsTo enter a URL or telephone number in the Contact field Use the Onscreen Keyboard To use the onscreen keyboardUsing the onscreen keyboard to enter information Clean the Touchscreen To clean the touchscreenManage Calls on Your Phone Place and End CallsUser Tip Choosing URLs or numbers mode from the dialer Call from the DialerTo display the dialer To place a call from the DialerTo call from the Recent Calls list To call from your Favorites listTo call from your Directory Timesaver Automatically dialing favoritesManage Active Calls Redial NumbersEnd Calls Hold a CallTransfer Calls To resume a held callTo transfer a call To perform a blind transferManage Incoming Calls Answer Incoming CallsTo answer an incoming call To answer an incoming call from Home or Calls viewAnswer Additional Calls To answer another incoming callTo answer another incoming call from Home view Incoming Call windowAnswer Calls on a Shared Line Answer Calls AutomaticallyRedirect Calls Ignore Incoming CallsReject Incoming Calls Forward Incoming CallsForward Calls to a Contact To forward all calls a contactTo disable call forwarding Call-forwarding enabled icon in Lines viewReject Calls from a Contact Divert Calls from a ContactEnable Do Not Disturb Tap Auto Divert, and tap EnabledEnable Do Not Disturb on Multiple Lines To enable and disable Do Not DisturbTo enable or disable Do Not Disturb for a particular line From the Do Not Disturb screen, tap Enable or DisableCalls on two lines in Lines view Manage Multiple CallsCalls on separate lines in Calls view Dial in to Conference Calls Manage Conference CallsTo dial in to a conference call User Tip Best practices for conference callsTo initiate a conference call using the Confrnc soft key Initiate Conference CallsHold and Resume Conference Calls Tap ConfrncSplit Conference Calls into Two Held Calls End Conference CallsManage Conference Call Participants Timesaver How to manage a participant without tapping manage To manage a participant in a conference callManage Contacts and Directories Use Your Contact DirectoryTo view your Contact Directory from Home view Contact DirectoryTo view contact information To search for a contactTo dial a contact To add a contactTo update a contact’s information To delete a contactManage Favorites Add Contacts from Recent Calls listTo add recent callers to your Contact Directory To make a contact a favoriteFavorites in Lines view Favorites listFavorites in Home view Work with a Corporate Directory To perform a quick search of the Corporate Directory To perform an advanced search Tap AdvFindTo dial a Corporate Directory contact To add a contact to your Contact DirectoryTo remove message indicators temporarily Listen to VoicemailTo listen to voicemail messages Tap Message CenterView Recent Calls Timesaver Quickly access the Recent Calls listTo view your Recent Calls list Control Audio and Volume To manage a call recordTo customize the list To remove certain calls from the listChange the Speaker and Ringer Volume Update the Incoming Call RingtoneUpdate a Contact’s Ringtone Edit Contact screen, tap Ring TypeWork with Shared Lines Mute the MicrophoneIcons and status indicators for shared lines Update Your Status Use Advanced FeaturesUse the Contact List To update your presence setting Manage Your Contact ListTo view your Contact List View Lync Contacts’ Presence StatusLync Status and Presence Icons To view your contacts in Lines view To view contacts in Home viewBroadcast Messages Using Group Paging Group Paging ModeIntegrate with Microsoft Lync Server Send and Receive PagesReceive Pages To send aAdjust the Volume of Pages Change the Default Paging GroupUpdate Paging Group Subscriptions Enable Pages to Play during Active CallsTo hear the page when Accept While Busy is disabled Use the CalendarOpen 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 ViewNavigate Day View To close the CalendarTo navigate in Day view Navigate Meeting ViewTo 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 reminderTo use another number to join the meeting from a reminder To join a meeting from Meeting viewLog in to a Phone Log In and Out of a PhoneChange Your Password Place Calls from Phones That Are in the Logged-Out StateChange Your User Password From the Advanced screen, tap Change User PasswordLock the Phone Lock and Unlock Your PhoneAccess Features with Your Login Credentials Call and Answer from a Locked PhoneTo unlock your phone Tap Unlock To call an authorized number from a locked phoneCustomize 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 BacklightChange the Background Picture From the Backlight Intensity screen, tap Maximum IntensityUse Power-Saving Mode Web Info Adding a web page as the background on your phoneUser Tip Determining which idle timeout applies Change TimeoutsChange Your Office Hours Polycom, Inc Investigate Phone Warnings Administrative TasksRestart the Phone Update Phone Configuration Test Phone HardwareTest the Speaker, Microphones, and Camera Troubleshoot IssuesDownload Logs Get Help Polycom and Partner ResourcesPolycom Community Copyright, Safety, and Regulatory Notices Service AgreementsPolycom Limited Warranty and Limitation Liability Governing LawWarranty Exclusive Safety, Compliance, and Disposal InformationExclusions Part 15 FCC RulesClass B Digital Device or Peripheral Plug Acts as Disconnect DeviceIndustry Canada IC Europe SingaporeClass B Statements