USER GUIDE
Polycom CX5500 Unified Conference Station for Microsoft Lync
Software 1.1.0 May 2014 3725-67893-001 Rev A
6001 America Center Drive San Jose, CA 95002 USA
Use the CX5500 System with Microsoft Lync
Contents
About This Guide
Get Started
Use Advanced Features
Get Help
Administrative Tasks
Troubleshoot Issues
Copyright, Safety, and Regulatory Notices
Terms and Writing Conventions
About This Guide
Who Should Read this Guide?
Conventions Used in this Guide
Information Elements
Bold
Typographic Conventions
Courier
Typographic Conventions
Get Help and Support Resources
Use the CX5500 System with Microsoft Lync Client
Get Started
About the Polycom CX5500 Unified Conference Station
How the CX5500 system works during conference calls
Use the CX5500 System as a Conference Phone
Understand the CX5500 System Hardware
Active video indicator lights
Understand the Indicator Lights
Microphone Indicator Lights
Basic Video Transmit
Connect the CX5500 System to a Computer
Minimum hardware and software requirements for the connected computer
CategoryRequirements
To find your phone’s IP address
Access the Web Configuration Utility
Sign in to the CX5500 System with Lync
To access the Web Configuration Utility for your phone
To sign out of Lync on your phone
Best Practices for Effective Camera Tracking
To place a video call
Use the CX5500 System with Microsoft Lync
Place a Video Call
Answer a Video Call
To hang up a call
Adjust Audio and Video
Hang Up a Call
To adjust the volume
Navigate Your Phone’s Interface Enter Data and Update Fields
Use the CX5500 System as a Conference Phone
Navigate Phone Views
Navigate Phone Views Understand Phone Icons and Status Indicators
Home View
Home view displays the following icons
To display Lines view
Lines View
To display additional phone lines and favorites in Home view
To view Active Call view
Active Call View
To display all your calls
Dark green Active call
Calls View
To display Calls view
Status bar in Home and other views
Understand Phone Icons and Status Indicators
Phone icons and status indicators
Navigating your phone interface
Navigate Your Phone’s Interface
To enter a URL or telephone number in the Contact field
Enter Data and Update Fields
To change how numbers and text are formatted
To use the onscreen keyboard
Use the Onscreen Keyboard
4 When you finish entering information, tap 5 Tap Save
To clean the touchscreen
Clean the Touchscreen
Manage Calls on Your Phone
Place and End Calls
To place a call from the Dialer
Call from the Dialer
To display the dialer
To call from your Directory
Place Calls from Favorites, Recent Call Lists, and Directories
To call from the Recent Calls list
To call from your Favorites list
Hold a Call
Manage Active Calls
Redial Numbers
End Calls
To perform a blind transfer
Transfer Calls
To resume a held call
To transfer a call
To answer an incoming call from Home or Calls view
Manage Incoming Calls
Answer Incoming Calls
To answer an incoming call
To answer another incoming call from Home view
Answer Additional Calls
To answer another incoming call
1 From Home view, tap Settings Basic Preferences Auto Answer
Answer Calls on a Shared Line
Answer Calls Automatically
To enable your phone to answer calls automatically
Forward Incoming Calls
Redirect Calls
Ignore Incoming Calls
Reject Incoming Calls
To forward all calls a contact
Forward Calls to a Contact
4. From the Edit Contact screen, tap Auto Reject and tap Enabled
Reject Calls from a Contact
Divert Calls from a Contact
To disable call forwarding
5 Tap Auto Divert, and tap Enabled
Enable Do Not Disturb
3. From the Do Not Disturb screen, tap Enable or Disable
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
Calls on separate lines in Calls view
Manage Multiple Calls
Calls on two lines in Lines view
To dial in to a conference call
Dial in to Conference Calls
Manage Conference Calls
To set up a conference call from an active call and a held call
Initiate Conference Calls
Hold and Resume Conference Calls
To initiate a conference call using the Confrnc soft key
To place a conference call on hold
End Conference Calls
Split Conference Calls into Two Held Calls
Manage Conference Call Participants
To manage a participant in a conference call
Tap Directories Contact Directory Tap New Call Directory
Manage Contacts and Directories
Use Your Contact Directory
To view your Contact Directory from Home view
To add a contact
To view contact information
To search for a contact
To dial a contact
To delete a contact
To update a contact’s information
Note Directory fields are administrator-set
To make a contact a favorite
Manage Favorites
Add Contacts from Recent Calls list
To add recent callers to your Contact Directory
Favorites also display from Home view, as displayed next
To see your favorites in Lines view
Work with a Corporate Directory
To see your Favorites list
To see your favorites from Home view
To 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 Directory
2 Tap Message Center
Listen to Voicemail
To remove message indicators temporarily
To listen to voicemail messages
To view your Recent Calls list
View Recent Calls
To remove certain calls from the list
Control Audio and Volume
To manage a call record
To customize the list
To select an incoming call ringtone for your phone or a line
Change the Speaker and Ringer Volume
Update the Incoming Call Ringtone
Update a Contact’s Ringtone
To mute the microphone
Work with Shared Lines
Mute the Microphone
Call Forwarding is not available on shared lines
Icons and status indicators for shared lines
Note Unsupported features on shared lines
Broadcast Messages Using Group Paging Use the Calendar
Use Advanced Features
Update Your Status
Use the Contact List
To add contacts to your Contact list
Manage Your Contact List
To update your presence setting
1 Select Contacts or tap Settings Features Presence Contacts
To view your Contact List
View Lync Contacts’ Presence Status
To view contacts in Home view
To view your contacts in Lines view
Send and Receive Pages
Broadcast Messages Using Group Paging
Integrate with Microsoft Lync Server
Group Paging Mode
To send a page
Receive Pages
Receive Pages during Active Calls
Adjust the Volume of Pages
Change the Default Paging Group
Receive Pages When Not in an Active Call
To update your Paging Group subscriptions
Update Paging Group Subscriptions
Enable Pages to Play during Active Calls
Use the Calendar
Troubleshooting Why doesn’t the calendar display anymore?
Open and Close the Calendar
Features with Your Login Credentials
credentials, see Access Features with Your Login Credentials
To navigate in Month view
Navigate Month View
Navigate Day View
To close the Calendar
To see Meeting view
Navigate Meeting View
To navigate in Day view
To navigate in Meeting view
Work with Meeting Reminders
To enable or disable meeting reminders
1 From Home view, tap Settings Basic Preferences Calendar Settings
To join a meeting from 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
Log In and Out of a Phone
Log in to a Phone
To change your user password
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 call an authorized number from a locked phone
Access Features with Your Login Credentials
Call and Answer from a Locked Phone
To unlock your phone 1 Tap Unlock
1 From Home view, tap Settings Basic Login Credentials
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 Set Date/Time
Change the Time and Date Display
Change the Backlight
To update the time and date display
1 From Home view, tap Settings Basic Backlight Timeout
Change the Background Picture
1 From Home view, tap Settings Basic Backlight Intensity
To change the Backlight Timeout
3 Click Add a new background image to upload a picture
Use Power-Saving Mode
To change the background picture using the Web Configuration Utility
2 Select Preferences Background
1 From Home view, tap Settings Basic Power Saving Timeouts
Change Timeouts
Change Your Office Hours
To change timeouts
5 Tap Save
To view a detailed list of phone issues
Administrative Tasks
Investigate Phone Warnings
Restart the Phone
1 From Home view, tap Settings Basic Update Configuration
Update Phone Configuration
Test Phone Hardware
To update your phone’s configuration
To test the speaker and microphones
Troubleshoot Issues
Test the Speaker, Microphones, and Camera
Download Logs
Technical Notifications support pages
Get Help
Polycom and Partner Resources
The Polycom Community
Governing Law
Copyright, Safety, and Regulatory Notices
Service Agreements
Polycom Limited Warranty and Limitation Liability
Part 15 FCC Rules
Warranty Exclusive
Safety, Compliance, and Disposal Information
Exclusions
Europe
Class B Digital Device or Peripheral
Plug Acts as Disconnect Device
Industry Canada IC
Japan
Class B Statements
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