Poly Trio C60 User Manual
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Poly Trio C60 User Manual

With skype for business
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5.9.5 | September 2020 | 3725-49139-003A
USER GUIDE
Poly Trio C60 with Skype for Business
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
©
2020 Plantronics, Inc. All rights reserved. Poly, the propeller
design, and the Poly logo are trademarks of Plantronics, Inc.
All other trademarks are the property of their respective
owners.

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  • Page 1 Plantronics, Inc. (Poly — formerly Plantronics and Polycom) 345 Encinal Street Santa Cruz, California 95060 © 2020 Plantronics, Inc. All rights reserved. Poly, the propeller design, and the Poly logo are trademarks of Plantronics, Inc. All other trademarks are the property of their respective owners.

  • Page 2: Table Of Contents

    Product Overview of Poly Trio C60 Systems..............8 Poly Trio C60 System....................8 Navigating Poly Trio C60 Phones..................10 Accessing Screens on the Poly Trio C60 System..........10 Icons and Status Indicators..................14 Entering Information Using the Onscreen Keyboard............15 Change the Keyboard Layout.................15 Accessibility Features.......................
  • Page 3 Contents Place a Skype for Business Audio Call over USB..........23 Place a Call over Bluetooth..................24 Call a Favorite......................24 Place a Call from a Locked Phone................. 24 Redial a Number....................24 Calling Contacts from Directories..................25 Call a Contact from a Directory................25 Call a Contact from a Directory Search..............25 Placing Intercom Calls......................
  • Page 4 Contents Initiate a Skype for Business Conference.............. 34 Initiate a Conference Call During a Call..............34 Initiate a Group Conference Call................35 Add a Contact to a Skype for Business Conference Call..........35 Send Active Conference Information to a Contact............35 Viewing a List of Skype for Business Conference Participants.........35 Exit the Participants List..................
  • Page 5 Contents Call Lists and Directories................49 Recent Calls........................49 View Recent Calls....................49 Edit a Recent Call Entry..................49 Delete a Recent Call Entry..................50 Delete Recent Call Entries..................50 Local Directory........................50 Search for a Local Directory Contact..............50 Add a Contact to the Local Directory..............51 View Contact Details....................
  • Page 6 Minimum Hardware and Software Laptop Requirements........62 Connect a USB Device or Laptop................62 Setting Your Phone as the Audio Device..............62 Poly Trio C60 Phone Settings................. 64 Password Required to Access Basic Settings..............64 Time and Date Display...................... 64 Change the Time and Date Format................ 64 Disable the Time and Date Display................
  • Page 7 Contents Set Log Levels........................72 Send Log Files to the Skype for Business Server.............73 Send Log Files to the Skype for Business Server Using the System Web Interface..73 Reboot Your Phone......................73 Reset the Phone to Factory Defaults................74...

  • Page 8: Before You Begin

    Poly Trio C60 system when running Skype for Business. Audience, Purpose, and Required Skills This guide provides information for Poly Trio C60 systems with Skype for Business. Administrators and users can use this guide to configure Poly settings available on the system’s local interface.

  • Page 9: Getting Started

    Product Overview of Poly Trio C60 Systems Poly Trio C60 systems support audio-only conference calls with Skype for Business Server 2013, 2015 or 2019 Server environments along with point-to-point and bridge calls.
  • Page 10 Getting Started Figure 1: Poly Trio C60 System hardware features Poly Trio C60 System Hardware Feature Descriptions Reference Number Feature Feature Description Volume keys Adjusts the volume of the audio from the speakerphone and ringer. Mute key Mutes the microphones during calls and conferences.

  • Page 11: Navigating Poly Trio C60 Phones

    Your phone has icons, status indicators, and user screens to help you navigate and understand important information on the state of your phone. Accessing Screens on the Poly Trio C60 System You can access the following screens on your phone: •...
  • Page 12 Getting Started Access the Home Screen The Home screen displays icons you can use to access features, settings, additional registered lines, and favorite contacts. Figure 2: Home screen Procedure » Do one of the following: • Select Home • Select Menu >...
  • Page 13 Getting Started Access the Place a Call Screen The Place a Call screen on Poly Trio C60 displays when you select Place a Call on the Home screen or when the system is idle (if set by your administrator). From the Place a Call screen, you can access the dialpad, Contacts, Recent Calls, and the Calendar.
  • Page 14 Getting Started Figure 4: Active call on the Calls screen You can also view active and held calls on the phone. If the phone has multiple lines, active and held calls display under the associated line.

  • Page 15: Icons And Status Indicators

    Getting Started Figure 5: Multiple calls on the Calls screen Icons and Status Indicators The following table displays the icons and status indicators that display on your phone. Icons and Status Indicators Icon Description Registered line Unregistered line Active call USB device attached Missed call Placed call...

  • Page 16: Entering Information Using The Onscreen Keyboard

    Getting Started Icon Description Do Not Disturb enabled Bluetooth Wireless status Paired device Related Links Users Who Are Deaf or Hard of Hearing on page 16 Entering Information Using the Onscreen Keyboard The onscreen keyboard enables you to enter information into text fields using the touchscreen. The onscreen keyboard displays when a text field displays.

  • Page 17: Accessibility Features

    Getting Started Accessibility Features Poly products include a number of features to accommodate hearing, vision, mobility, or cognitively impaired users. Users Who Are Deaf or Hard of Hearing Your phone includes accessibility features for users who are deaf or hard of hearing to use the phone.

  • Page 18: Users Who Are Blind, Have Low Vision, Or Have Limited Vision

    Getting Started Poly Trio C60 System on page 8 Users Who Are Blind, Have Low Vision, or Have Limited Vision Your phone includes accessibility features for users who are blind, have low vision, or have limited vision to use the phone.

  • Page 19: Logging In To And Locking The System

    ▪ Locking Your Poly Trio C60 Phone You can log in to and lock a Poly Trio C60 system with the Skype for Business user credentials provided by your system administrator. Signing In to Skype for Business on Your Phone Use one of the following methods to sign in to a Poly phone with your Skype for Business credentials: •...

  • Page 20: Sign In To Skype For Business Using Web Sign In

    Logging In to and Locking the System 2. Select PIN Authentication. 3. Enter the PIN authentication credentials for your Skype for Business account and select Sign In. A confirmation message displays when the phone successfully signs in to Skype for Business. Note: If you input the wrong credentials and lock your account, contact your system administrator.

  • Page 21: Locking Your Poly Trio C60 Phone

    If your system administrator has set up the system to lock when it isn’t in use, you must unlock it before you can use the system. You can use your lock code to unlock Trio C60 systems. With the system locked, you can do the following: ▪...

  • Page 22: Change Your Lock Code

    Logging In to and Locking the System Change Your Lock Code You can change your lock code at any time while signed in to your Skype for Business account. Procedure 1. Go to Menu > Settings > Basic > Device Lock. 2.

  • Page 23: Audio Calls

    Placing Audio Calls Poly phones enable you to place calls to local numbers, international numbers, and Skype for Business contacts. You can initiate calls from your favorites list, recent calls list, and your phone directory. From a locked phone, you can place calls to numbers authorized by your system administrator.

  • Page 24: Place An International Call

    Skype for Business calls from the phone. Procedure 1. Connect your Trio C60 system to your computer using a USB cable. 2. In the Skype for Business client, select a contact. 3. Right-click on the contact and select Call > Skype for Business Call.

  • Page 25: Place A Call Over Bluetooth

    For more information refer to your mobile phone or tablet's product documentation. Procedure 1. Connect your device with the phone over Bluetooth. 2. On your device, place a call to a contact and select the Trio C60 as the audio source. Related Links Connecting Devices Using Bluetooth...

  • Page 26: Calling Contacts From Directories

    Audio Calls Calling Contacts from Directories On Poly Trio C60 systems, you can search for and call contacts in your Contact Directory, the Corporate Directory, and the Skype for Business Directory, if enabled. Call a Contact from a Directory Place a call directly from your directory or select contacts in your directory to call on the Place a Call screen.

  • Page 27: Place An Intercom Call During A Call

    Audio Calls Procedure 1. Select Intercom. 2. Enter a number or select a contact. 3. Select Dial The phone plays a tone and the contact’s phone answers the call automatically. 4. After your contact answers the call, speak your message and select Hang Up Place an Intercom Call During a Call You can place an intercom call to another contact during an active call.

  • Page 28: Answer Calls Automatically

    2. Enter your password and select Enter. The call connects. Related Links Locking Your Poly Trio C60 Phone on page 20 Answer an Intercom Call When you receive an intercom call, your phone answers the call automatically as long as you don't have an active call already.

  • Page 29: End An Audio Call

    Audio Calls Procedure » In the Incoming Call screen, select Decline. Related Links Answer an Incoming Call on page 26 End an Audio Call You can end active calls at any time. To end a held call, resume the call and then end it. Procedure »...

  • Page 30: Choose A Default Transfer Type

    Audio Calls • Consultative transfer - Enables you to speak with the other party before completing the transfer. Choose a Default Transfer Type Your phone is preconfigured to use consultative as the transfer type, but you can choose a default transfer type to use for all calls on your phone.

  • Page 31: Rejecting Calls With Do Not Disturb

    Audio Calls Rejecting Calls with Do Not Disturb Do Not Disturb (DND) enables you to set your phone to automatically reject calls when you don’t want to be interrupted. When you enable DND, you see the following: • The DND icon displays in the status bar.

  • Page 32: Forwarding Incoming Skype For Business Calls

    Audio Calls Forwarding Incoming Skype for Business Calls You have several options when forwarding calls with a phone registered with the Skype for Business Server. You can forward calls to contacts, to voicemail, or to a group of contacts. Simultaneously Ring a Group of Contacts In the Skype for Business client, you can choose to simultaneously ring a group of Skype for Business contacts when you receive incoming calls.

  • Page 33: Managing Multiple Calls

    Audio Calls Managing Multiple Calls Manage multiple active, incoming, or held calls. In the Calls screen, you can view active and held calls, including conference calls. The following figure shows an active call and a held call. Figure 6: Multiple calls on the calls screen Manage a Call from the Calls Screen From the Calls screen, you can manage a call by holding, resuming, or transferring the call.

  • Page 34: Mute The Microphones

    Audio Calls Mute the Microphones Mute the microphone so other parties can't hear you. Procedure » Do one of the following: ▪ Select Mute ▪ Select the Mute key on the phone. ▪ Select the Mute key on the microphone. Unmute the Microphones Unmute your audio when you’re ready to speak and let others on the call hear you.

  • Page 35: Conference Calls

    • Managing Skype for Business Conference Participants You can initiate and manage up to 24 Skype for Business conference calls on a Poly Trio C60 system. However, you can have only one active conference call in progress. You can also manage individual participants, enable announcements, and lock a conference.

  • Page 36: Initiate A Group Conference Call

    Conference Calls Initiate a Group Conference Call Initiate a conference call with a group of Skype for Business contacts. Procedure 1. Go to Contacts > Groups. 2. On the Groups screen, select a group. 3. Select Dial All. 4. Select Yes to confirm that you want to dial all contacts in the group. The phone calls each contact in the group one at a time and adds them to a conference call.

  • Page 37: Exit The Participants List

    Conference Calls Figure 7: Participants list for a Skype for Business conference Exit the Participants List To view the Home screen or navigate to menu options, exit the Participants list. Procedure » Select Back If you need to return to the Participants list, select the Participants icon.

  • Page 38: Muting Conference Participants

    Conference Calls • Remove participants from the conference call • Promote an attendee to presenter or demote a presenter to an attendee • Enable or disable conference announcements • Lock or unlock a conference Muting Conference Participants Only presenters can mute and unmute conference participants. If a presenter mutes your audio, a notification displays on your device and a Mute icon displays next to your name in the participants list.

  • Page 39: Promote Or Demote A Conference Participant

    Conference Calls Promote or Demote a Conference Participant Presenters can promote conference participants from an attendee to a presenter or demote conference participants from a presenter to an attendee. Procedure » Do one of the following: • Select Make Presenter to promote an attendee to presenter. •...
  • Page 40 Conference Calls Admit or Deny Participants to a Locked Conference Call When you lock a conference, you can decide whether to admit or deny new participants to the call. Contacts that want to enter a locked conference call display in the Participants list. An alert icon also displays on the main host’s phone .

  • Page 41: Recording Audio Calls

    Delete a Recording You can connect a USB flash drive to a Poly Trio system and record audio calls onto the drive. Recordings save as .wav files on the USB flash drive, and you can record up to four hours in one .wav file.

  • Page 42: Record A Call

    Recording Audio Calls Record a Call The phone allows you to record an active audio call. Make sure to inform your contacts on the call before you begin recording. Some things to note about recording: • You can’t record when there are no connected calls, when you place a new call to transfer a call or initiate a conference, or when you have an incoming call.

  • Page 43: Browse Recorded Calls

    Recording Audio Calls • Select Menu > Stop Recording • Select Hang Up. When you stop recording, the USB icon displays in the status bar. Browse Recorded Calls You can browse recorded files stored on the USB flash drive connected to supported phones. Procedure »...

  • Page 44: Stop Playing A Recording

    Recording Audio Calls Stop Playing a Recording After you finish listening to a recording, you can stop playing it by exiting the recording. Procedure » Select Exit. Rename a Recording By default, recordings are labeled with the date of the recording. You can rename recordings to provide them with more meaningful names.

  • Page 45: Using The Calendar

    Using the Calendar Topics: • Open the Calendar • View a Different Exchange Calendar • View Meeting Details • Meeting Reminders • Joining Calendar Meetings When connected to Microsoft Exchange Server, you can view and join meetings scheduled in Microsoft Outlook from your phone.

  • Page 46: View A Different Exchange Calendar

    Using the Calendar The calendar displays scheduled meetings for the day. View a Different Exchange Calendar If enabled by your system administrator, you can access a Microsoft Outlook calendar that isn’t associated with the Skype for Business user account signed in to your phone. To view scheduled meetings on another Outlook calendar, you can sign in to a second Exchange Server account on the phone.

  • Page 47: View Meeting Details

    Using the Calendar View Meeting Details When you select a meeting on the calendar, you can view the meeting’s start and end time, location, organizer, invitees, and meeting description. Figure 8: Meeting details Procedure » On the calendar, select a meeting. Meeting Reminders When you have a scheduled meeting on the calendar, a meeting reminder displays and an alert tone plays 5 minutes and 1 minute before a meeting starts.

  • Page 48: Choose A Meeting Reminder Type

    Using the Calendar Figure 9: Meeting Reminder Note: If you have enabled meeting reminders but the reminders don’t display before meetings, make sure that your login credentials are correct. Choose a Meeting Reminder Type Choose a meeting reminder type that determines if an alert tone plays each time a meeting reminder displays.

  • Page 49: Joining Calendar Meetings

    Using the Calendar Joining Calendar Meetings You can join any scheduled meeting from the calendar or from a meeting reminder. Join a Meeting from the Calendar You can join meetings from the calendar or from the Meeting Details screen. Procedure »...

  • Page 50: Call Lists And Directories

    ▪ Skype for Business Contacts Poly phones support a recent calls list, a local directory, and a corporate directory. Your phone can also support a Skype for Business Directory, depending on your server and if enabled by your system administrator.

  • Page 51: Delete A Recent Call Entry

    Call Lists and Directories Procedure 1. Next to a call entry, select Info 2. Select Edit 3. Edit the number then select Dial. Delete a Recent Call Entry You can delete any call entry from the Recent Calls list. If you delete or move call entries on the phone, the changes save to that phone only. If you delete call entries in the Skype for Business client, the changes save to that phone and in the Skype for Business client.

  • Page 52: Add A Contact To The Local Directory

    Call Lists and Directories Add a Contact to the Local Directory When you add a contact to your local directory, you can choose how much information you want to enter for your contact. You’re required to only enter a contact number for each new contact. Procedure 1.

  • Page 53: Add Favorites

    Call Lists and Directories Add Favorites Add any contact in the local directory as a favorite. When you add a contact as a favorite, the contact displays on the Home screen. Procedure 1. Go to Contacts > Local Directory. 2. Select a contact. 3.

  • Page 54: Add Corporate Directory Contacts To The Local Directory

    50 Skype for Business Contacts When you sign in to Skype for Business on a Poly phone, your phone displays up to 3000 contacts and groups from your Skype for Business client Contacts list. You can perform the following actions for the contacts on your phone: ▪...

  • Page 55: View Skype For Business Contacts

    Any changes you make to your contacts synchronize across all devices and applications. For example, if you delete a contact from your phone, the Skype for Business client deletes it as well. You can manage contacts using the following applications and devices: ▪ Poly phones ▪ Skype for Business client ▪...

  • Page 56: Update Skype For Business Contact Information

    Call Lists and Directories Update Skype for Business Contact Information Update a Skype for Business contact’s information from the phone, if enabled by your administrator. Procedure 1. On the Home screen, go to Contacts > Contacts. 2. In the Contacts list, select a contact. 3.

  • Page 57: Search For A Skype For Business Contact

    Call Lists and Directories Icon Description Offline Unknown Out of Office Related Links Update Your Skype for Business Presence on page 68 Search for a Skype for Business Contact The Skype for Business Address Book Service (ABS) enables you to search for Skype for Business and Microsoft Outlook contacts in the Skype for Business Directory.

  • Page 58: Voicemail And Pages

    Voicemail and Pages Topics: ▪ Access Skype for Business Voicemail Messages • Managing Skype for Business Voicemail Messages ▪ Receiving Messages with Group Paging You can send, broadcast, and access a variety of audio messages on the phone. Note: Your phone may not support all of the features described in this section. Check with your system administrator to find out which features are available.

  • Page 59: Delete Voicemail Messages

    Voicemail and Pages Delete Voicemail Messages After you listen to a voicemail message, you can delete it. Procedure » Choose a message and select Delete. Mark Message as Read You can choose to mark unread messages that you don’t want to listen to as read. Marking a message as read removes the message alert.

  • Page 60: Receiving Pages When Not In An Active Call

    Voicemail and Pages • If configured by your administrator, standard priority pages play during active calls. Otherwise, the page displays on your phone as pending. • Priority and emergency pages play immediately. Note: If you adjust the volume of a normal, nonemergency page while it plays, the phone uses the adjusted volume for all subsequent nonemergency pages.

  • Page 61: Connecting Bluetooth And Usb Devices

    Place a Call over Bluetooth on page 24 Make the System Visible to Nearby Bluetooth Devices Before you connect a Bluetooth device to a Poly Trio C60 system, make sure that the system is visible to nearby devices. Procedure 1. On the Home screen, select Bluetooth.

  • Page 62: Connect A Bluetooth Device

    The system is now visible to all nearby Bluetooth devices. Connect a Bluetooth Device You can connect a Bluetooth–capable mobile phone or tablet to a Poly Trio C60 system, if your system administrator has enabled Bluetooth on the system. The system can remember up to 10 previously paired devices or fewer as set by your system administrator.

  • Page 63: Minimum Hardware And Software Laptop Requirements

    Skype for Business Desktop client or application Connect a USB Device or Laptop When you connect your Poly phone to a laptop or mobile device, you can use it as a microphone and speaker. Procedure » Connect your laptop or device to the micro USB port on the underside of the phone.
  • Page 64 Connecting Bluetooth and USB Devices Set Your Phone as the Default Audio Device for Your Windows Laptop You can set the connected phone as the default audio device to play media audio from your Windows laptop using the phone’s speakers. Procedure 1.

  • Page 65: Poly Trio C60 Phone Settings

    Poly Trio C60 Phone Settings Topics: • Password Required to Access Basic Settings • Time and Date Display • Set the System Language • Backlight Intensity and Timeout • Enable or Disable Number Formatting • Power Saving Mode • Set a Ringtone for Incoming Calls •...

  • Page 66: Disable The Time And Date Display

    2. Select Time and Date and select Disable. Set the System Language Poly phones support several languages that you can choose to display on the phone. Check with your system administrator to find out which languages your phone supports. Procedure 1.

  • Page 67: Set The Backlight Timeout

    Timeouts: The period of time the phone is idle before the screen turns off. Note: By default, Poly Trio C60 systems enter power saving mode after a period of idle time to conserve energy. However, Poly Trio systems don’t enter power saving mode while idle in the Bluetooth or Wi-Fi menus.

  • Page 68: Change Your Office Hours For Power Saving Mode

    You can set the level of sensitivity that the system uses to detect users within its proximity. When the Trio C60 system detects users in its vicinity, the screen remains active. Set the sensitivity to 0 to disable the user detection feature for either office hours or off-hours.

  • Page 69: Set A Ringtone For Incoming Calls

    Poly Trio C60 Phone Settings 4. Select Off Hours Sensitivity and enter sensitivity level (0 to 10) for off-hours. 5. Select Save. Set a Ringtone for Incoming Calls One way to personalize your phone is to change the ringtone. You can pick unique ringtones for the different lines on the phone.

  • Page 70: Maintaining Your Phone

    Maintaining Your Phone Topics: • Update the Phone’s Configuration • Clean the Touchscreen When the phone isn’t operating properly, investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform. Update the Phone’s Configuration Your system administrator may ask you to update the configuration for your phone to apply any changes to the phone settings, which you can do without rebooting it.

  • Page 71: Troubleshooting

    Reboot Your Phone • Reset the Phone to Factory Defaults If you’re having issues with your Poly phone, you can try the troubleshooting options and solutions in the following topics to resolve certain issues. Investigate Warnings When a phone is unable to perform certain tasks, a Warning icon displays in the status bar and on the Settings icon on the Home screen.

  • Page 72: Poor Audio Quality With External Microphones

    Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System Speakers Symptom: After pairing your phone to the Poly Trio C60 via Bluetooth, the call audio from your mobile phone doesn’t come through the system’s speakers. Problem: The Poly Trio C60 system isn’t set as your mobile phone’s audio device.

  • Page 73: Using An Approved Power Source

    Troubleshooting Using an Approved Power Source Symptom: If your phone is having the following issues, check your power supply: • The phone cannot connect to the network. • The phone does not start up properly or continues to restart. Problem: If you connect the wrong power supply to your phone, such as the power supply for a different or older phone, it could damage the phone, the phone will not function as expected, and it can void your warranty.

  • Page 74: Send Log Files To The Skype For Business Server

    Troubleshooting Send Log Files to the Skype for Business Server You can send your phone’s log files to the Skype for Business server directly from your phone. Procedure » On the phone’s local interface, go to Settings > Basic > Diagnostic Logs > Upload Logs. The phone uploads the logs to the server and your system administrator can access them to determine any issues with your phone.

  • Page 75: Reset The Phone To Factory Defaults

    Troubleshooting Reset the Phone to Factory Defaults Access the phone reset option without having to enter an administrator password. After the administrator configures this feature on the phone, you can reset the phone to factory default settings. Procedure » Go to Settings > Basic > Reset to Factory.

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