Software 1.1.0 May 2014 3725-67893-001 Rev A
Polycom CX5500 Unified Conference Station for Microsoft Lync
USER GUIDE
6001 America Center Drive San Jose, CA 95002 USA
Contents
About This Guide
Get Started
Use the CX5500 System with Microsoft Lync
Use Advanced Features
Administrative Tasks
Troubleshoot Issues
Copyright, Safety, and Regulatory Notices
Get Help
About This Guide
Who Should Read this Guide?
Conventions Used in this Guide
Terms and Writing Conventions
Information Elements
Typographic Conventions
Courier
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
Microphone Indicator Lights
Understand the Indicator Lights
Active video indicator lights
Connect the CX5500 System to a Computer
Minimum hardware and software requirements for the connected computer
CategoryRequirements
Basic Video Transmit
Access the Web Configuration Utility
Sign in to the CX5500 System with Lync
To access the Web Configuration Utility for your phone
To find your phone’s IP address
Best Practices for Effective Camera Tracking
To sign out of Lync on your phone
Use the CX5500 System with Microsoft Lync
Place a Video Call
Answer a Video Call
To place a video call
Adjust Audio and Video
Hang Up a Call
To adjust the volume
To hang up a call
Use the CX5500 System as a Conference Phone
Navigate Phone Views
Navigate Phone Views Understand Phone Icons and Status Indicators
Navigate Your Phone’s Interface Enter Data and Update Fields
Home View
Home view displays the following icons
To display additional phone lines and favorites in Home view
Lines View
To display Lines view
To display all your calls
Active Call View
To view Active Call 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
4 When you finish entering information, tap 5 Tap Save
Clean the Touchscreen
Manage Calls on Your Phone
Place and End Calls
To clean the touchscreen
To display the dialer
Call from the Dialer
To place a call from the Dialer
Place Calls from Favorites, Recent Call Lists, and Directories
To call from the Recent Calls list
To call from your Favorites list
To call from your Directory
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
To answer another incoming call
Answer Additional Calls
To answer another incoming call from Home view
Answer Calls on a Shared Line
Answer Calls Automatically
To enable your phone to answer calls automatically
1 From Home view, tap Settings Basic Preferences Auto Answer
Redirect Calls
Ignore Incoming Calls
Reject Incoming Calls
Forward Incoming Calls
Forward Calls to a Contact
To forward all calls a contact
Reject Calls from a Contact
Divert Calls from a Contact
To disable call forwarding
4. From the Edit Contact screen, tap Auto Reject and tap Enabled
Enable Do Not Disturb
5 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
3. 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
Manage Conference Calls
Dial in to Conference Calls
To dial in to a conference call
Initiate Conference Calls
Hold and Resume Conference Calls
To initiate a conference call using the Confrnc soft key
To set up a conference call from an active call and a held call
End Conference Calls
Split Conference Calls into Two Held Calls
Manage Conference Call Participants
To place a conference call on hold
To manage a participant in a conference call
Manage Contacts and Directories
Use Your Contact Directory
To view your Contact Directory from Home view
Tap Directories Contact Directory Tap New Call Directory
To view contact information
To search for a contact
To dial a contact
To add a contact
Note Directory fields are administrator-set
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 also display from Home view, as displayed next
Work with a Corporate Directory
To see your Favorites list
To see your favorites from Home view
To see your favorites in Lines view
To view the Corporate Directory
» From Home view, tap Directories Corporate Directory
To perform a quick search of the Corporate Directory
To perform an advanced search 1 Tap AdvFind
Listen to Voicemail
To remove message indicators temporarily
To listen to voicemail messages
2 Tap Message Center
View Recent Calls
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
To select an incoming call ringtone for your phone or a line
Mute the Microphone
Work with Shared Lines
To mute the microphone
Note Unsupported features on shared lines
Icons and status indicators for shared lines
Call Forwarding is not available on shared lines
Use Advanced Features
Update Your Status
Use the Contact List
Broadcast Messages Using Group Paging Use the Calendar
Manage Your Contact List
To update your presence setting
1 Select Contacts or tap Settings Features Presence Contacts
To add contacts to your Contact list
View Lync Contacts’ Presence Status
To view your Contact List
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 page
Adjust the Volume of Pages
Change the Default Paging Group
Receive Pages When Not in an Active Call
Receive Pages during Active Calls
Update Paging Group Subscriptions
Enable Pages to Play during Active Calls
Use the Calendar
To update your Paging Group subscriptions
Open and Close the Calendar
Features with Your Login Credentials
credentials, see Access Features with Your Login Credentials
Troubleshooting Why doesn’t the calendar display anymore?
Navigate Month View
Navigate Day View
To close the Calendar
To navigate in Month view
To navigate in Day view
Navigate Meeting View
To see Meeting view
Work with Meeting Reminders
To enable or disable meeting reminders
1 From Home view, tap Settings Basic Preferences Calendar Settings
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
From Home view, tap Settings Features User Login Log in
To change your user password
Change Your User Password
Lock the Phone
Lock and Unlock Your Phone
To change your user password
Access Features with Your Login Credentials
Call and Answer from a Locked Phone
To unlock your phone 1 Tap Unlock
To call an authorized number from a locked phone
Customize the Phone’s Display
Change the Language on Your Phone
To re-submit or enter your login credentials
1 From Home view, tap Settings Basic Login Credentials
Change the Time and Date Display
Change the Backlight
To update the time and date display
1 From Home view, tap Settings Basic Set Date/Time
Change the Background Picture
1 From Home view, tap Settings Basic Backlight Intensity
To change the Backlight Timeout
1 From Home view, tap Settings Basic Backlight Timeout
Use Power-Saving Mode
To change the background picture using the Web Configuration Utility
2 Select Preferences Background
3 Click Add a new background image to upload a picture
Change Timeouts
Change Your Office Hours
To change timeouts
1 From Home view, tap Settings Basic Power Saving Timeouts
5 Tap Save
Administrative Tasks
Investigate Phone Warnings
Restart the Phone
To view a detailed list of phone issues
Update Phone Configuration
Test Phone Hardware
To update your phone’s configuration
1 From Home view, tap Settings Basic Update Configuration
Troubleshoot Issues
Test the Speaker, Microphones, and Camera
Download Logs
To test the speaker and microphones
Polycom and Partner Resources
Get Help
Technical Notifications support pages
The 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
Class B Statements
Japan
or swipe the screen.