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Polycom CX700 User Manual

Microsoft lync 2010 edition
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User Guide for the Polycom®
CX700 IP Phone
®
Microsoft
Lync™ 2010 Edition
September 2011
1725-31402-001 Rev. C1
|
|

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Summary of Contents for Polycom CX700

  • Page 1 User Guide for the Polycom® CX700 IP Phone ® Microsoft Lync™ 2010 Edition September 2011 1725-31402-001 Rev. C1...
  • Page 2 As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software contained within its products. The software is protected by United States copyright laws and international treaty provision.

  • Page 3: About This Guide

    About This Guide Thank you for choosing the Polycom® CX700 IP phone which enables a new era in unified communications currently unavailable with traditional desktop phones. Connecting a Polycom CX700 phone to Microsoft a computer running Microsoft Lync 2010 allows you to place regular and...
  • Page 4 User Guide for the Polycom CX 700 IP Phone...

  • Page 5: Table Of Contents

    Contents About This Guide ....... . iii 1 Getting Started with Your Phone ....1–1 Parts List .
  • Page 6 User Guide for the Polycom CX700 IP Phone Managing Call Lists ..........2–12 Managing Contacts .

  • Page 7: Getting Started With Your Phone

    This chapter provides basic installation instructions and information for obtaining the best performance with the Polycom® CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft® Lync™ 2010. The graphic display features flexible navigation using its touch screen capabilities, the navigation wheel just below the screen, or the traditional number keypad.

  • Page 8: Parts List

    User Guide for the Polycom CX700 IP Phone Parts List The following components are included in your Polycom CX700 IP phone package: • • • • 1 - 2 Polycom CX700 IP phone handset & handset cord Network Cable USB cable...

  • Page 9: Assembling Your Phone

    Check this list before installation to ensure that you have received each item. If you are missing any items, contact your system administrator. Assembling Your Phone This section describes how to assemble your Polycom CX700 IP phone: • • •...

  • Page 10: Connecting The Phone To The Network

    AC/DC power adapter. Plug the AC/DC power adapter into the Polycom CX700 IP phone’s power plug, then plug one end of in the country specific power cord into the power adapter and the other end into an available AC outlet.

  • Page 11: Connecting To Your Computer Using A Usb Cable

    The advantages of this connection include: • • • The USB cable is not included in your Polycom CX700 IP phone package, but is available as an optional accessory. Contact your system administrator if you want to connect your phone to your computer. Note To connect your Polycom CX700 IP phone to your computer: Computer sign-in.
  • Page 12 The connection between your Polycom CX700 IP phone and your computer is detected (as shown below). Do one of the following: — Select the Sign in on phone instead soft key to log into your Polycom CX700 IP phone. To continue logging in, refer to —...

  • Page 13: Adjusting The Phone Base

    Features of Your Phone The features of the Polycom CX700 IP phone are: Push the button on the back of the Polycom CX700 IP phone to adjust the viewing angle. Select an angle that best suits you by moving the base up or down.

  • Page 14: Before You Use Your Phone

    11 Hookswitch and Handset Cradle 12 Dial Pad—These 12 keys provide the 10 digits, the 26 alphabetic 13 Fingerprint Reader—Allows you to log on to your Polycom CX 700 IP Before You Use Your Phone Where to Position Your Phone Use the following guidelines to select a position for your phone: •...
  • Page 15 — Your network domain and username (for example, polycom\user1) — Your password Select Sign In. If you have connected your Polycom CX700 IP phone to your computer, you can log in using Microsoft Lync 2010. Select Advanced, and then select Sign in via PC.
  • Page 16 User Guide for the Polycom CX700 IP Phone 1 - 10 Do one of the following steps: — Enter a six digit personal identification number (PIN) of your choice using the dial pad, re-enter the same PIN, and then press the OK soft key.

  • Page 17: Usage Guidelines

    Usage Guidelines To make a selection on the graphic display, either use your finger or the scroll wheel and the Select key. To access the Help on the phone, press the Help key, and then tap Contents. To navigate through menus, to enter data, and instructions on how to use Microsoft Lync 2010, refer to the Microsoft Lync 2010 help and documentation.
  • Page 18 User Guide for the Polycom CX700 IP Phone 1 - 12...

  • Page 19: Customizing Your Phone

    Customizing Your Phone You can customize your Polycom® CX700 IP phone by adjusting the setting for time and date, display contrast, and ring type, and other features. You can add contacts to the phone’s directory manually or from call lists. You can handle incoming calls from different contacts in different ways.

  • Page 20: Changing Date And Time Format

    • • You can also view the current phone network settings. You must be logged in to configure the basic settings on your Polycom CX700 IP phone. Changing Date and Time Format The date and time appears on the graphic display of the Polycom CX700 IP phone.

  • Page 21: Changing Location And Time Zone

    Changing Location and Time Zone You have control over the location and time zone. To configure the location and time zone: Select Date/Time Format, then select your preferred format. Press the OK soft key to save your changes. Press the Settings soft key. Select Location/Time Zone, then select your preferred location and time zone.

  • Page 22: Changing Ring Tones

    You can select a ring tone for incoming calls. To select a ring tone: Changing Displayed Language Many languages are supported by the Polycom CX 700 IP phone. To change the language: 2 - 4 Press the Settings soft key.

  • Page 23: Locking And Unlocking Your Phone

    Note Locking and Unlocking Your Phone After a period of inactivity, your Polycom CX700 phone will lock. You can also lock your phone yourself, for example, if you are leaving your desk. The inactivity timeout is configured by Microsoft Lync 2010. For more information, contact your system administrator.
  • Page 24 User Guide for the Polycom CX700 IP Phone To unlock your phone: Use the fingerprint reader to unlock your phone if you initially identified yourself using the fingerprint reader. For more information, refer to Phone Note 2 - 6 Select Lock.

  • Page 25: Adjusting The Volume

    Adjusting the Volume To adjust the volume on the ringer, handset, and speaker: Adjusting Display Brightness To adjust the brightness on the graphic display to a comfortable level: Press the Settings soft key. Select Volume. Using , select your desired level for ringer, handset, and speaker volume.

  • Page 26: Enabling High Contrast

    User Guide for the Polycom CX700 IP Phone Enabling High Contrast High contrast color schemes can increase readability by using higher contrast color combinations on the screen. With this change, you can operate the telephone in high-contrast mode. To enable high contrast on your phone: 2 - 8 Select Brightness.

  • Page 27: Enabling Text Telephone

    Enabling Text Telephone The Text Telephony (TTY) setting enables those who are deaf or speech impaired to use the telephone. To enable TTY on your phone: Changing Your PIN PIN enforcement is configured by Microsoft Lync 2010. For more information, contact your system administrator.

  • Page 28: Switching Users

    User Guide for the Polycom CX700 IP Phone For more information on changing your the fingerprint and the fingerprint reader, refer to Switching Users To switch to another user: Calibration of Touch Screen To calibrate the touch screen: 2 - 10 Enter your old PIN, then enter your new PIN twice.
  • Page 29 Select Calibrate Touch Screen. Follow the on-screen instructions to set the calibration. Touch the graphic display a final time to finish the calibration. Customizing Your Phone 2 - 11...

  • Page 30: Choosing A Phone Location

    User Guide for the Polycom CX700 IP Phone Choosing a Phone Location The phone location assists emergency responders in locating distressed callers. To view or set your phone’s location: Managing Call Lists A call log showing a list of placed and received calls can be viewed on the graphic display.
  • Page 31 To view the call log: On the left-hand side of the graphic display, select the Call Log soft key, Sort the Call Log screen in one of the following ways: — To view all calls that you have missed, received, or placed, select All, —...

  • Page 32: Managing Contacts

    You can view your list of contacts on the graphic display. You can view the following information about each contact: • • • • The following limitations (with respect to contacts) exist on the Polycom CX700 IP phone: • Note • •...

  • Page 33: Searching For A Contact

    Searching For a Contact To search for a particular contact: >> From the contact screen, search for a contact using the dial pad. You can dial any successful matches from the resulting information on the graphic display. Viewing a Contact Group To view a Contact Group: When a dial pad key is pressed, the entries whose first name starts with a character that matches the letters on the key label will be retrieved.
  • Page 34 User Guide for the Polycom CX700 IP Phone 2 - 16...

  • Page 35: Using The Basic Features Of Your Phone

    Using the Basic Features of Your Phone Your Polycom® CX700 IP phone is designed to be used like a regular phone. You place calls, transfer a call to someone else, or conduct a conference call. At any time, only one active call may be in progress on your phone. The active call is the one that has audio associated with it.

  • Page 36: Placing Calls

    User Guide for the Polycom CX700 IP Phone If you require additional information or assistance with your new phone, contact your system administrator. Placing Calls You can place a call in many ways using your Polycom CX700 IP phone: • • •...

  • Page 37: Answering Calls

    >> Do one of the following steps: To place a call using the contact list: Refer to Answering Calls You can answer a call in three basic ways using your Polycom CX700 IP phone: • • • Call duration on an active call is monitored through a local call timer. This is visible on the graphic display.
  • Page 38 User Guide for the Polycom CX700 IP Phone Answering Incoming Calls When the incoming call is for the user currently logged into the Polycom CX700 IP phone, the caller name and information will be displayed. To answer an incoming call when you are not already in a call: >>...

  • Page 39: Ending Calls

    Ending Calls To end a call: >> Do one of the following steps: Redialing Numbers To redial the last placed call: To redial any missed call: >> Refer to Muting the Microphone During a call, press the Microphone Mute key. Microphone Mute LED turns on to indicate that the other party cannot hear you.

  • Page 40: Placing Calls On Hold

    User Guide for the Polycom CX700 IP Phone During a call if you are using the handset, pressing the Volume key adjusts the handset volume. During a call, if you are using the headset, pressing the Volume key adjusts the headset volume.

  • Page 41: Joining Meetings

    To set up a conference: You can either dial the phone number directly or search for the number in the Contact Directory or Call Lists. For more information, refer to 3-2, Note To end a conference call: >> Press the EndCall soft key or hang up. Joining Meetings You can only join a Communicator online meeting that was created by using the latest version of Microsoft Lync 2010 Conferencing Add-in.

  • Page 42: Transferring Calls

    User Guide for the Polycom CX700 IP Phone To view meetings on your phone: To join meetings on your phone: Transferring Calls A call can be transferred in two ways: • • You can also park calls in the ‘parking lot’. Calls in the ‘parking lot’ will be answered depending on the priority of the call.
  • Page 43 To perform a consultative transfer: During a call, press Transfer soft key. The active call is placed on hold. Press the Consult then Transfer To... soft key. Select the contact to which you want to transfer the call. As soon as the ring-back sound is heard or after the party answers, press the Complete Transfer soft key to complete the transfer.

  • Page 44: Forwarding Calls

    User Guide for the Polycom CX700 IP Phone Forwarding Calls You can configure your phone so that all incoming calls are forwarded to another party (known as static forwarding). You can also forward calls while the phone is ringing (known as dynamic forwarding).

  • Page 45: Using Voice Mail

    Dynamic Forwarding To forward an incoming call: >> With the phone ringing, do one of the following steps: Using Voice Mail Your voice mail is saved in a centralized location and may be accessed from your phone. The presence of new voice mail messages is indicated by a Message Waiting Indicator displayed in the Messages list, showing who left the message, their presence status, and the date and time that the message was recorded.

  • Page 46: Changing Your Presence Information

    User Guide for the Polycom CX700 IP Phone To delete voice messages: Changing Your Presence Information Your presence information is constantly being updated by Microsoft Lync 2010 and Microsoft Communications Server “14” based on a variety of factors, including your Outlook Calendar, whether you're in a call, an Instant Messaging session, or a conference.
  • Page 47 Choose a presence status from the following table: Icon Status Text Available Busy Do Not Disturb Appear Away Using the Basic Features of Your Phone Description The contact is online and can participate in conversations. This can also be set manually by the user.

  • Page 48: Restarting Your Phone

    User Guide for the Polycom CX700 IP Phone Icon Restarting Your Phone On rare occasions, you may need to restart your phone to address problems or to force the sign out of a user who is not present to unlock the phone.

  • Page 49: Troubleshooting Your Phone

    • • If you still need assistance, contact your system administrator. You can reset your Polycom CX700 IP phone to factory defaults by using small pin on back of device, between the headset and USB interfaces. Note Your system administrator may require information about your phone. Press the Settings soft key, then select About.

  • Page 50: Power And Startup

    User Guide for the Polycom CX700 IP Phone Power and Startup Symptom There are power issues. The Polycom CX 700 IP phone appears to be fine, but there is no interaction between the handset and the Microsoft Lync 2010 client.

  • Page 51: Controls

    Controls Symptom The dial pad does not work. Problem The dial pad on the Polycom CX700 IP phone does not respond. Troubleshooting Your Phone Corrective Action Do one of the following steps: • Check for a response from other feature keys or from the dial pad.

  • Page 52: Access To Screens And Systems

    User Guide for the Polycom CX700 IP Phone Access to Screens and Systems Symptom There is no response from key presses. The display shows “Cannot contact the server...” or “Cannot acquire IP address”. I cannot sign-in to the Polycom CX700 IP phone. I see the “Cannot connect to server or...
  • Page 53 Symptom I cannot sign-in to the Polycom CX700 IP phone. I see the "User name or password is invalid" error. I cannot sign-in to the Polycom CX700 IP phone. I continue to see the "Device does not have a valid IP address" error.

  • Page 54: Making And Receiving Calls

    User Guide for the Polycom CX700 IP Phone Making and Receiving Calls Symptom There is no dial tone. 4 - 6 Problem Power is not correctly applied to the Polycom CX700 IP phone. Dial tone is not present on one of audio paths.
  • Page 55 Symptom The phone does not ring. I entered digits but I do not see them on the display. Problem Ring setting or volume is low. Outbound or inbound calling is unsuccessful. You turned off the ringer. Troubleshooting Your Phone Corrective Action Do one of the following steps: •...

  • Page 56: Displays

    User Guide for the Polycom CX700 IP Phone Displays Symptom There is no display. The display is incorrect. The display has bad contrast. The display is flickering. 4 - 8 Problem Power is not correctly applied to the Polycom CX700 IP phone.

  • Page 57: Audio

    Audio Symptom There is no audio on the Polycom CX700 handset earpiece. There is no audio on the headset. Microsoft Lync 2010 Symptom The Microsoft Lync 2010 client is not working properly. Problem Your Microsoft Lync 2010 Server account may not be configured correctly.
  • Page 58 User Guide for the Polycom CX700 IP Phone 4 - 10...

  • Page 59: Safety Notices

    Polycom, Inc. Do not remove (or allow anybody else to remove) any product identification, copyright or other notices.
  • Page 60 Replacement products or parts may be new or reconditioned. Polycom is expected to warrant any replaced or repaired product or part for ninety (90) days from shipment, or the remainder of the initial warranty period, whichever is longer. Products returned to Polycom must be sent prepaid and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package.
  • Page 61 WARNING Electrical Safety Failure to properly set up, use, and care for the Polycom CX700 can increase the risk of damage to the Polycom CX700, or possible serious injury. To ensure personal safety, this product must be used with NRTL Listed (UL, CSA, ETL, etc.), and/or CE marked Information Technology equipment.
  • Page 62 User Guide for the Polycom CX700 IP Phone Safety Notices - 4...

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