Polycom CX5500 instruction

USER GUIDE

Software 1.1.0 May 2014 3725-67893-001 Rev A

Polycom® CX5500 Unified Conference Station for Microsoft® Lync™

Polycom, Inc.

Page 1

Image 1

Polycom manual Polycom CX5500 Unified Conference Station for Microsoft Lync

Contents

Polycom CX5500 Unified Conference Station for Microsoft Lync Polycom, Inc Contents Use Advanced Features Change Your Office Hours Change Timeouts Administrative Tasks Who Should Read this Guide? About This GuideConventions Used in this Guide Terms and Writing Conventions Icons Used in this Guide Information Elements Bold Typographic Conventions Get Help and Support Resources About the Polycom CX5500 Unified Conference Station Get StartedUse the CX5500 System with Microsoft Lync Client How the CX5500 system works during conference calls Use the CX5500 System as a Conference Phone Polycom CX5500 system Understand the CX5500 System Hardware Microphone Indicator Lights Understand the Indicator LightsActive video indicator lights Basic Video Transmit Connect the CX5500 System to a ComputerHD Transmit To access the Web Configuration Utility for your phone Access the Web Configuration UtilityWeb 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 credentialsBest Practices for Effective Camera Tracking Place a Video Call Use the CX5500 System with Microsoft LyncAnswer a Video Call Hang Up a Call Adjust Audio and Video Use 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 Lines and favorites from Home view Additional home icons To display Lines view Lines View To display all your calls Active Call ViewTo view Active Call view Active and held calls in Lines view To 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 Navigating your phone interface Navigate Your Phone’s Interface To change how numbers and text are formatted Enter Data and Update FieldsTo enter a URL or telephone number in the Contact field To use the onscreen keyboard Use the Onscreen Keyboard Using the onscreen keyboard to enter information To clean the touchscreen Clean the TouchscreenManage Calls on Your Phone Place and End Calls Call from the Dialer User Tip Choosing URLs or numbers mode from the dialerTo display the dialer To place a call from the Dialer To call from your Favorites list To call from the Recent Calls listTo call from your Directory Timesaver Automatically dialing favorites Redial Numbers Manage Active CallsEnd Calls Hold a Call To resume a held call Transfer CallsTo transfer a call To perform a blind transfer Answer Incoming Calls Manage Incoming CallsTo answer an incoming call To answer an incoming call from Home or Calls view To answer another incoming call Answer Additional CallsTo answer another incoming call from Home view Incoming Call window Answer Calls Automatically Answer Calls on a Shared Line Ignore Incoming Calls Redirect CallsReject Incoming Calls Forward Incoming Calls To forward all calls a contact Forward Calls to a Contact Call-forwarding enabled icon in Lines view To disable call forwardingReject Calls from a Contact Divert Calls from a Contact Tap Auto Divert, and tap Enabled Enable Do Not Disturb To enable and disable Do Not Disturb Enable Do Not Disturb on Multiple LinesTo 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 CallsCalls on separate lines in Calls view Manage Conference Calls Dial in to Conference CallsTo dial in to a conference call User Tip Best practices for conference calls Initiate Conference Calls To initiate a conference call using the Confrnc soft keyHold and Resume Conference Calls Tap Confrnc Split Conference Calls into Two Held Calls End Conference CallsManage Conference Call Participants To manage a participant in a conference call Timesaver How to manage a participant without tapping manage Use Your Contact Directory Manage Contacts and DirectoriesTo view your Contact Directory from Home view Contact Directory To search for a contact To view contact informationTo dial a contact To add a contact To delete a contact To update a contact’s information Add Contacts from Recent Calls list Manage FavoritesTo add recent callers to your Contact Directory To make a contact a favorite Favorites in Lines view Favorites listFavorites in Home view Work with a Corporate Directory To perform an advanced search Tap AdvFind To perform a quick search of the Corporate DirectoryTo dial a Corporate Directory contact To add a contact to your Contact Directory Listen to Voicemail To remove message indicators temporarilyTo listen to voicemail messages Tap Message Center View Recent Calls Timesaver Quickly access the Recent Calls listTo view your Recent Calls list To manage a call record Control Audio and VolumeTo customize the list To remove certain calls from the list Update the Incoming Call Ringtone Change the Speaker and Ringer VolumeUpdate a Contact’s Ringtone Edit Contact screen, tap Ring Type Mute the Microphone Work with Shared Lines Icons and status indicators for shared lines Update Your Status Use Advanced FeaturesUse the Contact List Manage Your Contact List To update your presence setting To view your Contact List View Lync Contacts’ Presence StatusLync Status and Presence Icons To view contacts in Home view To view your contacts in Lines view Group Paging Mode Broadcast Messages Using Group PagingIntegrate with Microsoft Lync Server Send and Receive Pages To send a Receive Pages Change the Default Paging Group Adjust the Volume of Pages Enable Pages to Play during Active Calls Update Paging Group SubscriptionsTo 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 Navigate Month View Troubleshooting Why doesn’t the calendar display?Navigate Day View To close the Calendar To 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 To join a meeting from a meeting reminder Join Meetings from the CalendarTo use another number to join the meeting from a reminder To join a meeting from Meeting view Log In and Out of a Phone Log in to a Phone Place Calls from Phones That Are in the Logged-Out State Change Your Password From the Advanced screen, tap Change User Password Change Your User PasswordLock the Phone Lock and Unlock Your Phone Call and Answer from a Locked Phone Access Features with Your Login CredentialsTo 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 Backlight Change the Time and Date Display From the Backlight Intensity screen, tap Maximum Intensity Change the Background Picture Web Info Adding a web page as the background on your phone Use Power-Saving Mode User Tip Determining which idle timeout applies Change TimeoutsChange Your Office Hours Polycom, Inc Investigate Phone Warnings Administrative TasksRestart the Phone Test Phone Hardware Update Phone Configuration Test the Speaker, Microphones, and Camera Troubleshoot IssuesDownload Logs Polycom and Partner Resources Get Help Polycom Community Service Agreements Copyright, Safety, and Regulatory NoticesPolycom Limited Warranty and Limitation Liability Governing Law Safety, Compliance, and Disposal Information Warranty ExclusiveExclusions Part 15 FCC Rules Plug Acts as Disconnect Device Class B Digital Device or PeripheralIndustry Canada IC Europe Singapore Class B Statements