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