Polycom CX5500 About This Guide, Who Should Read this Guide?, Conventions Used in this Guide

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About This Guide

This user guide uses a number of conventions that can help you understand specific information and perform tasks.

Who Should Read this Guide?

This guide contains an overview of information that is useful whether you are just starting to learn about your Polycom® CX5500 Unified Conference Station for Microsoft® Lync™ or have experience and need a quick refresher. This guide is intended for beginning, intermediate, and advanced users who want to learn about the device’s features.

Conventions Used in this Guide

This user guide contains terms, graphical elements, and a few typographic conventions. Familiarizing yourself with these terms, elements, and conventions can help you successfully perform tasks.

Terms and Writing Conventions

●The system/your system This term refers to the CX5500 system.

●Tap This term refers to touching an item briefly on the screen with your finger.

●Press This action refers to pressing a screen item for a second or two.

●Press and hold When you press and hold a screen item, touch the screen for a second or two before lifting your finger.

●Tap Submenu > Submenu > Submenu This convention describes how to access submenus.

Each submenu name is in boldface and separated by a ‘greater than’ symbol. If the instructions indicate to tap Basic > Preferences > Language, tap the Basic submenu, tap the Preferences submenu, and tap the Language submenu.

●Highlight This action refers to tapping an item on the screen so that the item’s appearance brightens. Soft keys apply to highlighted items.

●Select This refers to tapping an item on the screen so that another screen opens.

●Views A view is a specific screen on the phone interface that provides unique information and enables you to perform specific tasks. Your phone has four main views: Home, Calls, Active Call, and Lines.

●Dialpad The dialpad is the area of the keypad you use to enter numbers and characters. The dialpad consists of the number, the asterisk (*), and pound (#) keys.

●Scroll This action describes how to view lists that appear on more than one screen. To scroll through items or lists, touch the screen, and drag your finger up, down, left, or right. To stop scrolling, stop the dragging motion.

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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 TimeoutsConventions Used in this Guide About This GuideWho Should Read this Guide? Terms and Writing ConventionsInformation Elements Icons Used in this GuideTypographic Conventions BoldGet Help and Support Resources Get Started About the Polycom CX5500 Unified Conference StationUse 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 systemUnderstand the Indicator Lights Microphone Indicator LightsActive video indicator lights Connect the CX5500 System to a Computer Basic Video TransmitHD Transmit Web Info Information on using the Web Configuration Utility Access the Web Configuration UtilityTo access the Web Configuration Utility for your phone Sign in to the CX5500 System with LyncTroubleshooting 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 Adjust Audio and Video Hang Up a CallTo 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 Additional home icons Lines and favorites from Home viewLines View To display Lines viewTo view Active Call view Active Call ViewTo display all your calls Active and held calls in Lines 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 Navigate Your Phone’s Interface Navigating your phone interfaceEnter Data and Update Fields To change how numbers and text are formattedTo 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 Manage Calls on Your Phone Clean the TouchscreenTo clean the touchscreen Place and End CallsTo display the dialer User Tip Choosing URLs or numbers mode from the dialerCall from the Dialer To place a call from the DialerTo call from your Directory To call from the Recent Calls listTo call from your Favorites list Timesaver Automatically dialing favoritesEnd Calls Manage Active CallsRedial Numbers Hold a CallTo transfer a call Transfer CallsTo resume a held call To perform a blind transferTo answer an incoming call Manage Incoming CallsAnswer Incoming Calls To answer an incoming call from Home or Calls viewTo answer another incoming call from Home view Answer Additional CallsTo answer another incoming call Incoming Call windowAnswer Calls on a Shared Line Answer Calls AutomaticallyReject Incoming Calls Redirect CallsIgnore Incoming Calls Forward Incoming CallsForward Calls to a Contact To forward all calls a contactReject Calls from a Contact To disable call forwardingCall-forwarding enabled icon in Lines view Divert Calls from a ContactEnable Do Not Disturb Tap Auto Divert, and tap EnabledTo enable or disable Do Not Disturb for a particular line Enable Do Not Disturb on Multiple LinesTo enable and disable Do Not Disturb From the Do Not Disturb screen, tap Enable or DisableManage Multiple Calls Calls on two lines in Lines viewCalls on separate lines in Calls view To dial in to a conference call Dial in to Conference CallsManage Conference Calls User Tip Best practices for conference callsHold and Resume Conference Calls To initiate a conference call using the Confrnc soft keyInitiate Conference Calls Tap ConfrncEnd Conference Calls Split Conference Calls into Two Held CallsManage Conference Call Participants Timesaver How to manage a participant without tapping manage To manage a participant in a conference callTo view your Contact Directory from Home view Manage Contacts and DirectoriesUse Your Contact Directory Contact DirectoryTo dial a contact To view contact informationTo search for a contact To add a contactTo update a contact’s information To delete a contactTo add recent callers to your Contact Directory Manage FavoritesAdd Contacts from Recent Calls list To make a contact a favoriteFavorites list Favorites in Lines viewFavorites in Home view Work with a Corporate Directory To dial a Corporate Directory contact To perform a quick search of the Corporate DirectoryTo perform an advanced search Tap AdvFind To add a contact to your Contact DirectoryTo listen to voicemail messages To remove message indicators temporarilyListen to Voicemail Tap Message CenterTimesaver Quickly access the Recent Calls list View Recent CallsTo view your Recent Calls list To customize the list Control Audio and VolumeTo manage a call record To remove certain calls from the listUpdate a Contact’s Ringtone Change the Speaker and Ringer VolumeUpdate the Incoming Call Ringtone Edit Contact screen, tap Ring TypeWork with Shared Lines Mute the MicrophoneIcons and status indicators for shared lines Use Advanced Features Update Your StatusUse the Contact List To update your presence setting Manage Your Contact ListView Lync Contacts’ Presence Status To view your Contact ListLync Status and Presence Icons To view your contacts in Lines view To view contacts in Home viewIntegrate with Microsoft Lync Server Broadcast Messages Using Group PagingGroup Paging Mode Send and Receive PagesReceive Pages To send aAdjust the Volume of Pages Change the Default Paging GroupTo hear the page when Accept While Busy is disabled Update Paging Group SubscriptionsEnable Pages to Play during Active Calls Use the CalendarTroubleshooting Why doesn’t the calendar display anymore? Open and Close the CalendarTo open the calendar Navigate Day View Troubleshooting Why doesn’t the calendar display?Navigate Month View To close the CalendarNavigate 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 use another number to join the meeting from a reminder Join Meetings from the CalendarTo join a meeting from a meeting 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 StateLock the Phone Change Your User PasswordFrom the Advanced screen, tap Change User Password Lock and Unlock Your PhoneTo unlock your phone Tap Unlock Access Features with Your Login CredentialsCall and Answer from a Locked Phone To call an authorized number from a locked phoneTroubleshooting What happens if I can’t access features? Customize the Phone’s DisplayChange 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 phoneChange Timeouts User Tip Determining which idle timeout appliesChange Your Office Hours Polycom, Inc Administrative Tasks Investigate Phone WarningsRestart the Phone Update Phone Configuration Test Phone HardwareTroubleshoot Issues Test the Speaker, Microphones, and CameraDownload Logs Get Help Polycom and Partner ResourcesPolycom Community Polycom Limited Warranty and Limitation Liability Copyright, Safety, and Regulatory NoticesService Agreements Governing LawExclusions Warranty ExclusiveSafety, Compliance, and Disposal Information Part 15 FCC RulesIndustry Canada IC Class B Digital Device or PeripheralPlug Acts as Disconnect Device Europe SingaporeClass B Statements
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