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Polycom CX5500 manual Information Elements

Models: CX5500

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Information Elements

Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide

●Swipe When you want to scroll quickly, swipe your finger across the screen, either up, down, left, or right. To stop your screen from scrolling, press your finger anywhere on the screen. Touching the screen while it scrolls does not select anything. Swiping your finger to the left or right also displays other views.

●Key This term refers to any button on the tabletop unit. Keys on the CX5500 system include the Mute key .

●Option An option is one of a series of items you can select for a setting, such as Enable or Disable.

●Held call This term describes any call that is on hold.

●Active call This term refers to any current call, including conference calls.

●Soft key This term describes the context-sensitive keys that display along the bottom of the screen—the soft key area—and that update depending on the task you are performing. To view additional soft keys, if additional soft keys are available, tap the More soft key. The More soft key is always on the far-right of the soft key area, as displayed in the next figure.

●Soft key area The soft key area displays context sensitive soft keys along the bottom of the screen, as shown above.

●Status bar The status bar, displayed in the following figures, is the top-most part of the touchscreen. The status bar displays the time and date and scrolling messages under the time display. The information that displays on the left of the status bar depends on what view you are in. From Home view, your line number displays. In other views, icons display that you can tap to access messages, recent calls, or view information. Icons can also display to let you know a certain feature, such as Do Not Disturb, is enabled.

Information Elements

This guide uses the following information elements to highlight important information.

Icons Used in this Guide

Name	Icon	Description

Note		The Note icon highlights information of interest or important information needed
		to be successful in accomplishing a procedure or to understand a concept.

Administrator Tip		The Administrator Tip icon highlights techniques, shortcuts, or productivity
		related tips.

Polycom, Inc.

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Polycom CX5500 manual Information Elements

Contents

Software 1.1.0 May 2014 3725-67893-001 Rev A Polycom CX5500 Unified Conference Station for Microsoft LyncUSER GUIDE 6001 America Center Drive San Jose, CA 95002 USA Use the CX5500 System with Microsoft Lync ContentsAbout This Guide Get StartedUse Advanced Features Get Help Administrative TasksTroubleshoot Issues Copyright, Safety, and Regulatory NoticesTerms and Writing Conventions About This GuideWho Should Read this Guide? Conventions Used in this GuideInformation Elements Bold Typographic ConventionsCourier Typographic ConventionsGet 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 PhoneUnderstand the CX5500 System Hardware Microphone Indicator Lights Understand the Indicator LightsActive video indicator lights Basic Video Transmit Connect the CX5500 System to a ComputerMinimum hardware and software requirements for the connected computer CategoryRequirementsTo find your phone’s IP address Access the Web Configuration UtilitySign in to the CX5500 System with Lync To access the Web Configuration Utility for your phoneTo sign out of Lync on your phone Best Practices for Effective Camera TrackingTo place a video call Use the CX5500 System with Microsoft LyncPlace a Video Call Answer a Video CallTo hang up a call Adjust Audio and VideoHang Up a Call To adjust the volumeNavigate Your Phone’s Interface Enter Data and Update Fields Use the CX5500 System as a Conference PhoneNavigate Phone Views Navigate Phone Views Understand Phone Icons and Status IndicatorsHome View Home view displays the following icons To display additional phone lines and favorites in Home view Lines ViewTo display Lines view To display all your calls Active Call ViewTo view Active Call 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 InterfaceTo 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 Keyboard4 When you finish entering information, tap 5 Tap Save To clean the touchscreen Clean the TouchscreenManage Calls on Your Phone Place and End CallsTo display the dialer Call from the DialerTo place a call from the Dialer To call from your Directory Place Calls from Favorites, Recent Call Lists, and DirectoriesTo call from the Recent Calls list To call from your Favorites listHold a Call Manage Active CallsRedial Numbers End CallsTo perform a blind transfer Transfer CallsTo resume a held call To transfer a callTo answer an incoming call from Home or Calls view Manage Incoming CallsAnswer Incoming Calls To answer an incoming callTo answer another incoming call Answer Additional CallsTo answer another incoming call from Home view 1 From Home view, tap Settings Basic Preferences Auto Answer Answer Calls on a Shared LineAnswer Calls Automatically To enable your phone to answer calls automaticallyForward Incoming Calls Redirect CallsIgnore Incoming Calls Reject Incoming CallsTo forward all calls a contact Forward Calls to a Contact4. From the Edit Contact screen, tap Auto Reject and tap Enabled Reject Calls from a ContactDivert Calls from a Contact To disable call forwarding5 Tap Auto Divert, and tap Enabled Enable Do Not Disturb3. From the Do Not Disturb screen, tap Enable or Disable Enable Do Not Disturb on Multiple LinesTo enable and disable Do Not Disturb To enable or disable Do Not Disturb for a particular lineCalls 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 To set up a conference call from an active call and a held call Initiate Conference CallsHold and Resume Conference Calls To initiate a conference call using the Confrnc soft keyTo place a conference call on hold End Conference CallsSplit Conference Calls into Two Held Calls Manage Conference Call ParticipantsTo manage a participant in a conference call  Tap Directories Contact Directory  Tap New Call Directory Manage Contacts and DirectoriesUse Your Contact Directory To view your Contact Directory from Home viewTo add a contact To view contact informationTo search for a contact To dial a contactNote Directory fields are administrator-set To update a contact’s informationTo delete a contact To make a contact a favorite Manage FavoritesAdd Contacts from Recent Calls list To add recent callers to your Contact DirectoryFavorites also display from Home view, as displayed next To see your favorites in Lines view Work with a Corporate DirectoryTo see your Favorites list To see your favorites from Home viewTo perform an advanced search 1 Tap AdvFind To view the Corporate Directory» From Home view, tap Directories Corporate Directory To perform a quick search of the Corporate Directory2 Tap Message Center Listen to VoicemailTo remove message indicators temporarily To listen to voicemail messagesTo view your Recent Calls list View Recent CallsTo remove certain calls from the list Control Audio and VolumeTo manage a call record To customize the listTo select an incoming call ringtone for your phone or a line Change the Speaker and Ringer VolumeUpdate the Incoming Call Ringtone Update a Contact’s RingtoneMute the Microphone Work with Shared LinesTo mute the microphone Note Unsupported features on shared lines Icons and status indicators for shared linesCall Forwarding is not available on shared lines Broadcast Messages Using Group Paging Use the Calendar Use Advanced FeaturesUpdate Your Status Use the Contact ListTo add contacts to your Contact list Manage Your Contact ListTo update your presence setting 1 Select Contacts or tap Settings Features Presence ContactsTo view your Contact List View Lync Contacts’ Presence StatusTo view contacts in Home view To view your contacts in Lines viewSend and Receive Pages Broadcast Messages Using Group PagingGroup Paging Mode Integrate with Microsoft Lync ServerTo send a page Receive PagesReceive Pages during Active Calls Adjust the Volume of PagesChange the Default Paging Group Receive Pages When Not in an Active CallTo update your Paging Group subscriptions Update Paging Group SubscriptionsEnable Pages to Play during Active Calls Use the CalendarTroubleshooting Why doesn’t the calendar display anymore? Open and Close the CalendarFeatures with Your Login Credentials credentials, see Access Features with Your Login CredentialsTo navigate in Month view Navigate Month ViewNavigate Day View To close the CalendarTo navigate in Day view Navigate Meeting ViewTo see Meeting view To navigate in Meeting view Work with Meeting RemindersTo enable or disable meeting reminders 1 From Home view, tap Settings Basic Preferences Calendar SettingsTo join a meeting from Meeting view Join Meetings from the CalendarTo join a meeting from a meeting reminder To use another number to join the meeting from a reminderLog In and Out of a Phone Log in to a PhoneTo change your user password Change Your PasswordPlace Calls from Phones That Are in the Logged-Out State  From Home view, tap Settings Features User Login Log inTo change your user password Change Your User PasswordLock the Phone Lock and Unlock Your PhoneTo call an authorized number from a locked phone Access Features with Your Login CredentialsCall and Answer from a Locked Phone To unlock your phone 1 Tap Unlock1 From Home view, tap Settings Basic Login Credentials Customize the Phone’s DisplayChange the Language on Your Phone To re-submit or enter your login credentials1 From Home view, tap Settings Basic Set Date/Time Change the Time and Date DisplayChange the Backlight To update the time and date display1 From Home view, tap Settings Basic Backlight Timeout Change the Background Picture1 From Home view, tap Settings Basic Backlight Intensity To change the Backlight Timeout3 Click Add a new background image to upload a picture Use Power-Saving ModeTo change the background picture using the Web Configuration Utility 2 Select Preferences Background1 From Home view, tap Settings Basic Power Saving Timeouts Change TimeoutsChange Your Office Hours To change timeouts5 Tap Save To view a detailed list of phone issues Administrative TasksInvestigate Phone Warnings Restart the Phone1 From Home view, tap Settings Basic Update Configuration Update Phone ConfigurationTest Phone Hardware To update your phone’s configurationTo test the speaker and microphones Troubleshoot IssuesTest the Speaker, Microphones, and Camera Download LogsPolycom and Partner Resources Get HelpTechnical Notifications support pages The Polycom Community Governing Law Copyright, Safety, and Regulatory NoticesService Agreements Polycom Limited Warranty and Limitation LiabilityPart 15 FCC Rules Warranty ExclusiveSafety, Compliance, and Disposal Information ExclusionsEurope Class B Digital Device or PeripheralPlug Acts as Disconnect Device Industry Canada ICJapan Class B Statements