Poly CCX Series User Manual

Business media phones with skype for business

Hide thumbs Also See for CCX Series:

User manual (133 pages)

Quick start manual (4 pages)

User manual (103 pages)

page of 87

/ 87
Bookmarks

Quick Links

Download this manual

USER GUIDE

Poly CCX Business Media Phones with Skype for

Business

6.2.21 | September 2020 | 3725-49791-004A

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

design, and the Poly logo are trademarks of Plantronics, Inc.

All other trademarks are the property of their respective

owners.

Need help?

Do you have a question about the CCX Series and is the answer not in the manual?

Questions and answers

Summary of Contents for Poly CCX Series

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 Before You Begin....................6 Audience, Purpose, and Required Skills................6 Related Poly and Partner Resources..................6 Getting Started....................7 Product Overview of Poly CCX Business Media Phones............7 CCX Phone Hardware Overview................8 Navigating Poly CCX Phones.................13 Using a Phone as a Common Area Phone............16 Enter Information Using the Onscreen Keyboard...........16...
Page 3 Contents Resume a Call......................28 Transfer a Call........................28 Rejecting Calls with Do Not Disturb.................. 29 Enable Do Not Disturb....................29 Disable Do Not Disturb...................29 Forwarding Incoming Skype for Business Calls..............30 Simultaneously Ring a Group of Contacts............. 30 Forward Skype for Business Calls to a Contact............. 30 Forward a Call to Voicemail..................30 Managing Multiple Calls....................
Page 4 Contents Lock and Unlock a Conference Call............... 39 Admit or Deny Participants to a Locked Conference Call........39 Boss-Admin for Skype for Business.............. 40 Add Delegates........................40 Add Delegates from Skype for Business Client............40 Add Delegates from Phone Local Interface............41 View the Delegates Group....................41 Delete Delegates from Phone Local Interface..............
Page 5 Listen to a Page During an Active Call..............55 Receiving Pages When Not in an Active Call............56 Settings, Applications, and Accessories............57 Poly CCX Phone Settings....................57 Password Required to Access Basic Settings............57 Set the System Language..................57 Time and Date Display................... 57 Backlight Intensity and Timeout................58...
Page 6 Contents Phone Applications......................69 Using the Calendar....................69 Phone Accessories and Computer Applications............... 73 Using a Headset with Your Phone................73 Accessibility Features..................76 Users Who Are Deaf or Hard of Hearing................76 Users with Limited Mobility....................77 Users Who Are Blind, Have Low Vision, or Have Limited Vision........77 Maintenance and Troubleshooting..............
Page 7 Audience, Purpose, and Required Skills ▪ Related Poly and Partner Resources This user guide helps you configure Poly settings available on your CCX when running Microsoft Skype for Business. This user guide supports the following Poly phones with Skype for Business: ▪...
Page 8 • Logging In to and Locking Your Phone This section provides information on getting started with your Poly CCX business media phones running Skype for Business. Note: As you read this guide, remember that your system administrator configures certain features or your network environment may determine them.
Page 9 The following topics describe the hardware features for Poly CCX business media phones. Poly CCX 400 Business Media Phones Hardware The following figure displays the hardware features on Poly CCX 400 business media phones. The table lists each feature numbered in the figure.
Page 10 Mute or unmute the microphone during an active call. Poly CCX 500 Business Media Phone Hardware The following figure displays the hardware features on Poly CCX 500 business media phones. The table lists each feature numbered in the figure. Figure 2: Poly CCX 500 phone hardware features...
Page 11 Volume keys Adjusts the volume of the handset, headset, speaker, and ringer. USB port(s) Poly CCX 500 phones include one USB-A port and one USB-C port. Headset indicator Displays when the phone is powered on. The icon glows green or blue when a headset is connected and activated.
Page 12 Getting Started Poly CCX 600 Business Media Phone Hardware The following figure displays the hardware features on Poly CCX 600 business media phones. The table lists each feature numbered in the figure. Figure 3: Poly CCX 600 Phone Hardware Features...
Page 13 Provides ringer and speakerphone audio output. Mute key Mute or unmute the microphone during an active call. LED Indicators on CCX Phones The LEDs on Poly CCX phones indicate phone and accessory states. CCX Phones LED Descriptions Color State and Description Speakerphone Off –...
Page 14 Getting Started Navigating Poly CCX Phones Your phone has icons, status indicators, and user screens to help you navigate and understand important information on the state of your phone. CCX Phone Screens You can access various phone screens from the Home screen or from the Menu in the upper-left corner of the display.
Page 15 Getting Started Figure 5: CCX Phones Dial a Number Screen Procedure » Do one of the following: • On the Home screen, select Dial a Number. • Select Menu > Dial a Number. Accessing the Calls Screen The Calls screen on CCX phones automatically displays when you place a call and you have an active call in progress.
Page 16 Getting Started Figure 6: CCX Active Calls Screen Icons and Status Indicators The following table displays the icons and status indicators that display on the phone. Icons and Status Indicators Icon Description Registered Line Unregistered Line Active Call Call Forwarding enabled Missed Call Placed Call Received Call...
Page 17 Sign in to your phone with your Skype for Business credentials and lock your phone using a lock code. 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 18 Getting Started Sign In Using Your Skype for Business User Credentials You can sign in to Skype for Business through the phone’s local interface. Your system administrator provides you with your login credentials. Your login credentials include your domain, email address, user name, and password. Procedure 1.
Page 19 Getting Started Sign In to Skype for Business Using Web Sign In Use a web browser to sign in to Skype for Business on your phone. Procedure 1. Do one of the following: • Select Sign In. • Go to Settings > Features > Skype for Business > Sign In. 2.
Page 20 Getting Started • Better Together over Ethernet These features maintain the default settings while you’re signed in as a guest. When you sign out, the host user settings are restored. Sign In as a Guest Using User Credentials Sign in to Skype for Business on your phone or Common Area Phone (CAP) as a guest with your login credentials.
Page 21 Getting Started Sign In to Skype for Business as a Guest Using BToE on Your Computer When you connect a phone to the computer and pair using Better Together over Ethernet, you can sign in to the phone as a guest user using the Skype for Business client on your computer. Procedure 1.
Page 22 Getting Started Lock Your Phone After you create a lock code, lock your phone any time you leave your desk. Your phone automatically locks after being idle for the amount of time your administrator defines. Procedure » Go to Menu > Lock. Unlock the Phone You can unlock the phone with your lock code.
Page 23 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 Audio Calls Place an International Call You can place calls to international phone numbers on your phone. Procedure 1. (REPLACE) Do one of the following: • On the home screen, select Place a Call. • Select Menu > Place a Call. •...
Page 25 Audio Calls Place a Call over Bluetooth You can pair and connect your phone with a Bluetooth–enabled mobile phone or tablet. Calls placed call on your device and use the phone as a speakerphone for the call. These steps apply to most mobile phones and tablets.
Page 26 Audio Calls Place a Call from a Locked Phone When the phone is locked, you can place outgoing calls to any contact unless your system administrator restricts your phone to placing calls only to emergency numbers, such as 911, and authorized numbers that your system administrator can set up.
Page 27 Audio Calls The active call goes on hold and the dialpad displays. 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 End Call. 5.
Page 28 Audio Calls Answer Calls Automatically You can set up your phone to automatically answer calls using Auto Answer. When enabled, the phone automatically answers all incoming calls using the speakerphone. Your system administrator sets how many times the phone rings before it automatically answers the call. The phone doesn’t automatically answer a call until you place your current call on hold or end it.
Page 29 Audio Calls 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 » Do one of the following: ▪ Select Hang Up ▪ On the Calls screen, select the call and select Hang Up ▪...
Page 30 Audio Calls The call is transferred. 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: •...
Page 31 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 32 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. Manage a Call from the Calls Screen From the Calls screen, you can manage a call by holding, resuming, or transferring the call.
Page 33 Audio Calls Related Links Mute the Microphones on page 31 Recording Audio Calls On CCX phones, you can record audio calls onto a USB flash drive connected to your phone. Recordings save as .wav files on the USB flash drive, and you can record up to four hours in one .wav file.
Page 34 Audio Calls Resume a Recording After you pause and then resume recording, recording continues in the same file. Procedure » Select Menu > Resume Recording. Stop Recording You can stop recording a call before the call ends. The recording also stops when the active call ends, no matter who ended the call.
Page 35 Audio Calls Pause and Resume Played Recordings While playing a recording, you can pause the recording, perform another task on the phone, and resume the recording at any time. When you receive an incoming call while playing a recording, the phone automatically pauses the recording playback.
Page 36 • Managing Skype for Business Conference Participants You can initiate and manage up to 24 Skype for Business conference calls on a Poly CCX 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 37 Conference Calls Initiate a Group Conference Call Initiate a conference call with a group of Skype for Business contacts. Procedure 1. Go to Directories > 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 38 Conference Calls 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. Return to the Participants List To view participants, return to the Participants list at any time during an active conference on your phone.
Page 39 Conference Calls Mute and Unmute All Conference Participants Presenters can mute and unmute all conference participants at one time. When you mute or unmute conference participants, the participants receive a notification on their phones. Procedure » Do one of the following: •...
Page 40 Conference Calls Remove a Conference Participant Presenters can remove any participant (except the conference initiator) from the conference call. When you remove conference participants, the participants receive a notification on their phones. Procedure » Choose a participant and select Remove. Lock and Unlock a Conference Call Presenters can lock a conference call to prevent people from joining the conference call without approval.
Page 41 Boss-Admin for Skype for Business Topics: • Add Delegates • View the Delegates Group • Delete Delegates from Phone Local Interface • Maximum Number of Boss Lines • View the Boss Group • Set a Ringtone for Boss Calls • Edit the Delegates Group •...
Page 42 Boss-Admin for Skype for Business 3. In the Call Forwarding - Delegates dialog box, click Add to add contacts as delegates for your calls. 4. In the Choose a Delegate dialog box, select the contact you want to add as a delegate and click The contacts you add as delegates display in the Call Forwarding - Delegates dialog box, as shown next.
Page 43 The following table lists the maximum number of Boss lines that can be assigned to an Admin phone. Maximum Number of Boss Lines Assigned to an Admin Phone Phone Model Maximum Bosses Assigned Poly CCX 400 business media phones 23 of 24 lines Poly CCX 500 business media phones 23 of 24 lines...
Page 44 Boss-Admin for Skype for Business Edit the Delegates Group Add or remove delegates using your Skype for Business client. You cannot edit the Delegates group on your phone. Procedure 1. In your Skype for Business client, click Settings and select Tools > Call Forwarding Settings.
Page 45 Boss-Admin for Skype for Business Managing Calls on the Boss's Line A boss can monitor calls on the delegate's line, and delegates can place, answer, hold, transfer and monitor call status, set ringtones on the Boss line, and send a call to voicemail or intercom. Respond to Incoming Boss Calls When you place a call to the boss's line, the call displays on the boss and delegate's phones.
Page 46 Boss-Admin for Skype for Business Transferring Boss Calls After a delegate answers a delegation call, the delegate can transfer the call to the boss’s phone using the Safe Transfer feature. If the boss is unavailable, they can choose to transfer the call directly to the boss’s voicemail.
Page 47 Boss-Admin for Skype for Business Join Conference Calls for a Boss Join an incoming conference call on behalf of a boss on their line and add the boss to the conference call. Procedure 1. Press the Conference soft key. 2. Dial the boss's number or select the contact. 3.
Page 48 ▪ Skype for Business Contacts Poly phones support a recent calls list and a local directory. Your phone can also support a Skype for Business Directory, depending on your server and if enabled by your system administrator. 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 49 Call Lists and Directories 2. Select Edit 3. Edit the number then select Dial. Delete a Recent Call Entry Delete any recent call entry from the Recent Calls list. If you delete or move call entries on the phone, if enabled, the changes are made on the phone only. If you delete call entries in the Skype for Business client, the changes are made on the phone and in the Skype for Business client.
Page 50 Call Lists and Directories The Details screen displays with the contact’s name, number, and any additional information, such as a job title or email address. Update a Local Directory Contact’s Information After you add a contact to your local directory, you can update the contact’s information. Procedure 1.
Page 51 3. On the Details screen, select Favorite 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.
Page 52 Call Lists and Directories View Skype for Business Contacts View a list of up to 200 Skype for Business contacts in the Contacts list on your phone. Note: During a network outage, the Contacts menu option doesn’t display, and you can view only the local directory.
Page 53 Call Lists and Directories View Skype for Business Contact Groups View groups that you create in your Skype for Business client on your phone. Procedure 1. On the Home screen, go to Directories > Contacts. 2. Select Groups. Skype for Business Contact Presence Information The following table shows the presence icons and descriptions that display for Skype for Business contacts on the Home screen or in the Contacts list on your phone.
Page 54 Call Lists and Directories 2. In the Search field, enter your contact’s name. Add a Skype for Business Contact to the Contact List Search for Skype for Business contacts on your phone and add those contacts to the Contacts list. When you add a contact, you can view contact and presence information for that contact on the phone.
Page 55 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 56 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 57 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 58 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.
Page 59 Settings, Applications, and Accessories Set the Time and Date Format After you sign in to your phone with your Skype for Business credentials, select your time zone and a time and date format. Procedure 1. Sign in to Skype for Business on your phone and select Next. 2.
Page 60 Settings, Applications, and Accessories Set the Backlight Intensity The screen's backlight intensity settings adjust how bright the screen illuminates while on and while idle. Set the Backlight On intensity and the Backlight Idle intensity separately. Choose an intensity level or turn off the backlight entirely.
Page 61 2. Select Reset Customization. Power Saving Mode By default, Poly phones enter power saving mode and turn off the screen after being idle for a certain period of time to conserve energy. You can determine the period of time that the phone is idle before the screen turns off, and you can set different idle timeouts for office hours and off hours, such as evenings and weekends.
Page 62 Settings, Applications, and Accessories Change Your Office Hours for Power Saving Mode When you update your office hours, you specify when you start and how long you work each day. After your work hours, the phone is idle and goes into power saving mode. Procedure 1.
Page 63 Settings, Applications, and Accessories Procedure 1. Go to Settings > Basic > Preferences. 2. Select Audible Ringer and select a location to hear sound effects. 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 64 Settings, Applications, and Accessories 2. Select Acoustic Fence and select Enable. Update Your Skype for Business Presence As needed, update your Skype for Business presence status and presence information on the phone. When you change your presence on any device, your status updates in the Skype for Business client. Procedure »...
Page 65 Settings, Applications, and Accessories Using BToE to Manage Calls on Your Phone and Skype for Business Client After you pair your phone with your computer, you can manage audio with your Skype for Business contacts on your phone and in the Skype for Business client on your computer. Use BToE with your phone for all Skype for Business calls even if you are not signed in to your Skype for Business account on the phone.
Page 66 Connect a maximum of two Bluetooth devices at a time. Host mode – Connect a Bluetooth headset to place and answer calls with a Bluetooth headset. Device mode – Connect your smartphone to manage calls and user your Poly CCX phone as a Bluetooth speaker.
Page 67 Settings, Applications, and Accessories This section provides you with information on how to enable Bluetooth, how to pair and connect your Bluetooth headset, how to use your Bluetooth headset with your phones, and how to disconnect and remove your headset. Enable Bluetooth and Connect a Headset To use a Bluetooth headset with your phone, you need to enable Bluetooth, pair your headset, and connect your Bluetooth device to your phone.
Page 68 Settings, Applications, and Accessories Enable Bluetooth and Connect a Smartphone You can enable Bluetooth and connect a smartphone to your phone and select a smartphone to connect with in the list of available devices. You can pair up to five smartphones with your phone; however, you can connect only one smartphone at a time.
Page 69 Settings, Applications, and Accessories Tip: You can quickly disconnect your Bluetooth device by turning off the device or turning off Bluetooth on the phone. When you turn your device back on, it automatically reconnects to your phone. Procedure 1. Go to Settings > Basic > Bluetooth. 2.
Page 70 3. Select Forget. Phone Applications Poly phones can support optional applications configured by your system administrator. Ask your system administrator if your phone supports any of the applications discussed in this section. Note: Some of the features described in this section require access to the Basic settings menu. If your phone requires a password to access the Basic settings menu, contact your system administrator for assistance.
Page 71 Settings, Applications, and Accessories The calendar displays scheduled meetings for the day. Display Meeting View on the Calendar Meeting view displays the details for a chosen meeting. From Meeting view, you can view the meeting's start and end time, location, organizer, required attendees, and meeting description;...
Page 72 Settings, Applications, and Accessories 3. Select Reminder Type and choose a meeting reminder type. Choose a Meeting Alert Tone Choose the alert tone that plays for meeting reminders. Procedure 1. Go to Settings > Basic > Preferences. 2. Select Calendar Settings > Alert Tone. 3.
Page 73 Settings, Applications, and Accessories 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 74 Settings, Applications, and Accessories Phone Accessories and Computer Applications CCX phones support accessories and computer applications that you can use to extend your phone's capabilities. Your phone may not support all of the accessories or applications described in this section. Check with your system administrator to find out which of these applications or accessories are available on your phone.
Page 75 Settings, Applications, and Accessories Headsets that support EHS include a base unit that connects to your phone. The headset connects to the base unit wirelessly, which enables you to use your headset even if you're some distance away from your phone.
Page 76 Settings, Applications, and Accessories Disconnect Your Headset To disconnect or change your headset, properly detach your headset from your phone. Procedure 1. Go to Settings > Basic > Preferences. 2. Select Headset > Hookswitch Mode. 3. Select Regular Mode. 4. Remove the EHS adapter from the serial port on the back of the phone.
Page 77 Users with Limited Mobility • Users Who Are Blind, Have Low Vision, or Have Limited Vision 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 78 Accessibility Features Accessibility Feature Description TTY support The phones support commercial TTY devices such as Ultratec Superprint. Additionally, the phones provide acoustically coupled TTY support. Related Links Icons and Status Indicators on page 15 Set a Ringtone for Incoming Calls on page 62 Users with Limited Mobility Your phone includes accessibility features to enable users with limited mobility to use various phone...
Page 79 Accessibility Features Accessibility Feature Description Auto-answering You can enable the phone to auto-answer calls. Illuminated feature keys Many feature keys illuminate when activated to alert you when a feature is enabled. Related Links Backlight Intensity and Timeout on page 58...
Page 80 Maintenance and Troubleshooting Topics: • Maintaining Your Phone • Troubleshooting This section provides information on maintaining and troubleshooting your phone. Maintaining Your Phone When the phone isn’t operating properly, investigate or troubleshoot issues along with any other tasks your administrator may ask you to perform. Clean the Touchscreen The phone screens require minor maintenance, but you may need to clean the screen periodically.
Page 81 Maintenance and Troubleshooting 2. Select Restart Phone. A confirmation message displays. 3. Select Yes. The restart process begins, and the process ends when the Home screen displays. 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 82 » Go to Settings > Basic > Reset to Factory. Troubleshooting 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. Phone Can’t Connect to the Network or Repeatedly Restarts...
Page 83 Maintenance and Troubleshooting Investigate Warnings When a phone can’t perform certain tasks, a Warning icon displays in the status bar. View details about the issues from the Warnings screen. Procedure 1. Go to Settings > Status > Diagnostics. 2. Select Warnings. The Warnings screen displays, listing any issues.
Page 84 Maintenance and Troubleshooting Check the Status of the Calendar Issues with the phone’s connection to the Microsoft server may cause calendar problems. Without a functioning connection, you may not see the Calendar icon on the Home screen or you may not receive meeting reminders.
Page 85 Polycom Phones on Polycom Support for a list of USB devices supported on Poly phones. Better Together over Ethernet Use the following solutions as a guide to resolve certain issues that might arise while installing the BToE Connector or pairing your phone.
Page 86 1. Go to Start > Control Panel > System and Security > Windows Firewall > Allow a program through Windows Firewall. 2. Click Change Settings. 3. Search for Poly BToE Connector in the list of applications and click the check boxes for Domain, Home/Work, and Public networks. 4. Click OK.
Page 87 Maintenance and Troubleshooting • The message “Invalid login credentials” scrolls under the time in the status bar. • The Calendar icon that displays on the Home screen isn’t available.

This manual is also suitable for:

Ccx 400 Ccx 500 Ccx 600