Poly Edge B Series User Manual
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Poly Edge B Series User Manual

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USER GUIDE
PVOS Lite 1.0.0 | October 2021 |
3725-49315-001A
Poly Edge B Series IP Phones
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
©
2021 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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Summary of Contents for Poly Edge B Series

  • Page 1 Plantronics, Inc. (Poly — formerly Plantronics and Polycom) 345 Encinal Street Santa Cruz, California 95060 © 2021 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

    Related Documentation.......................5 Related Poly and Partner Resources..................5 Privacy Policy......................6 Getting Started with Poly Edge B Series IP Phones........7 Overview of Phone Hardware and Keys................7 Poly Edge B Series Hardware..................8 Securing Your Phone with the Security Slot............. 9 Phone Keys......................
  • Page 3 Contents Holding and Resuming Calls.....................21 Hold a Call......................21 Resume a Call......................22 End a Call..........................22 Ignoring or Rejecting Incoming Calls................22 Reject an Incoming Call..................22 Rejecting Calls with Do Not Disturb............... 22 Reject Anonymous Calls..................23 Transferring Calls......................23 Transfer a Call......................23 Cancel a Transfer....................
  • Page 4 Enable Auto-Answer Paging..................... 40 Disable Auto-Answer Paging.................... 40 Join a Page Group......................40 Leave a Page Group......................40 Poly Edge B Series IP Phone Settings............42 Set the Phone Language....................42 Disable Call Waiting......................43 Time and Date Display...................... 43 Change the Time Format..................43...
  • Page 5 Using a Headset with Your Phone..................52 Change Your Preferred Headset................52 Electronic Hookswitch.................... 52 Change Your Preferred Audio Device................53 Maintaining Poly Edge B Series IP Phones........... 54 Clear Downloaded Temporary Data.................. 54 Reboot the Phone......................54 Product Information......................54 Factory Reset the Phone....................55 Updating the Phone Firmware..................

  • Page 6: Before You Begin

    • Related Documentation • Related Poly and Partner Resources The Poly Edge B Series IP Phones User Guide contains overview information for navigating and performing tasks on Poly Edge B Series IP phones. This guide covers the following devices: •...

  • Page 7: Privacy Policy

    Create an account to access Poly support personnel and participate in developer and support forums. You can find the latest information on hardware, software, and partner solutions topics, share ideas, and solve problems with your colleagues.

  • Page 8: Getting Started With Poly Edge B Series Ip Phones

    ▪ Accessibility Features Before you use your Edge B series IP phone, take a few moments to familiarize yourself with its features and user interface. Note: As you read this guide, remember that your system administrator configures certain features or your network environment may determine them.

  • Page 9: Poly Edge B Series Hardware

    Getting Started with Poly Edge B Series IP Phones Poly Edge B Series Hardware The following figure displays the hardware features on Poly Edge B10, B20, and B30 IP phones. The table lists each feature numbered in the figure. Figure 1: Poly Edge B Series Hardware...

  • Page 10: Securing Your Phone With The Security Slot

    Fasten one end of a universal security cable to a desk or table and the other end to the security slot available on Poly phones to prevent someone from removing your phone. See the hardware figure for your phone for the location of the Security Slot .
  • Page 11 Getting Started with Poly Edge B Series IP Phones • Softkeys • Line keys • Feature keys Access Additional Softkeys The phone provides up to four softkeys that display along the bottom of the screen. If a screen or function requires more than four softkeys, access the additional softkeys as needed.
  • Page 12 Getting Started with Poly Edge B Series IP Phones List of Feature Keys and Their Functions Feature Key Stage Description Call Lets you make or receive a single call. You must have an available and Appearance idle call key to make or receive a new call.
  • Page 13 Getting Started with Poly Edge B Series IP Phones Feature Key Stage Description Block Off On If the function is bound to a specific service, it’s applied to outgoing calls Outgoing on that service only. Otherwise, it’s applied system-wide to all outgoing Caller ID calls.

  • Page 14: Navigating Poly Phones

    Getting Started with Poly Edge B Series IP Phones Feature Key Stage Description Transfer Invoke the call transfer function on the currently highlighted call on the screen when the Current Calls function is at the top of the display stack. The call must be in a transferable state, such as the Holding or Connected state.
  • Page 15 Getting Started with Poly Edge B Series IP Phones Advice of Charges (AOC) Some softswitch platforms (such as BroadSoft) support advice of charges (AOC) during a call. When this feature is available, the phone shows the current and final charges in the call item of the Calls screen.

  • Page 16: Icons And Status Indicators

    Getting Started with Poly Edge B Series IP Phones Icons and Status Indicators The status bar at the top of the screen displays icons and status indicators that provide the current status of the phone. Icons Shown in the Status Bar and Their Meanings...

  • Page 17: Find The Phone's Ip Address

    Users Who Are Deaf or Hard of Hearing Poly phones include features that enable users who are deaf or hard of hearing to use the phone. The following table lists the accessibility features for users who are deaf or hard of hearing.

  • Page 18: Users With Limited Mobility

    Users Who Are Blind, Have Low Vision, or Have Limited Vision Poly phones include features that enable users who are blind, have low vision, or have limited vision to use the phone.

  • Page 19: Logging In To Your Phone

    Logging In to Your Phone Topics: • Log In to the System Web Interface • Log In to a Phone as a Guest Log in to your phone through the local interface, the system web interface, or OBiTALK.com. Log In to the System Web Interface The system web interface offers configuration options and status information.

  • Page 20: Audio Calls

    Call Forwarding • Conference Calls Poly Edge B Series IP phones enable you to place and answer SIP calls, ignore incoming calls from all or individual contacts, and manage calls. Placing Calls Place calls on Edge B Series IP phones in numerous ways, including local and international calls, calls from the Recent Calls list or directories, or calls to contacts or favorites.

  • Page 21: Place A Call Using A Speed Dial Key

    Audio Calls This connects the call using the default voice service. Place a Call Using a Speed Dial Key Place calls to a specific number using the speed dial feature key. Assign numbers and contacts to the speed dial keys. Procedure »...

  • Page 22: Answering Calls

    Audio Calls Answering Calls When you receive an incoming call, you can choose to answer the call in various ways, including answering calls automatically and answering a call while you’re already in a call. Answer an Incoming Call When you receive an incoming call, the phone rings and the Call screen displays. Answer the incoming call using a variety of methods.

  • Page 23: Resume A Call

    Audio Calls • Press the Hold softkey. This holds only the highlighted call on the screen. • Press the Hold feature key. This holds all calls that are in a holdable state. Resume a Call View and resume a held call. Procedure »...

  • Page 24: Reject Anonymous Calls

    Audio Calls 3. Press the Enable softkey. 4. Select Home to exit Preferences and confirm your selection. Reject Calls with Do Not Disturb Do Not Disturb (DND) is available on most screens as a softkey. Use it to manually reject all incoming calls.

  • Page 25: Cancel A Transfer

    Audio Calls Cancel a Transfer If a contact doesn’t answer the transfer or if you want to remain speaking with the contact on your line, cancel the transfer before it completes. Procedure » Do one of the following: • Select Home •...

  • Page 26: Forward Calls When The Phone Is Busy

    Audio Calls 4. Configure the following settings: a. Press Enter to set the call forward option to Enabled. b. Enter the call forward number in the Destination Number field. c. Press Enter to cycle through the list of voice services. 5.

  • Page 27: Manually Forward An Incoming Call

    Audio Calls Manually Forward an Incoming Call Forward an incoming call directly to a contact without answering the call. Procedure 1. Press the Call Forward softkey. The Call Fwd Unconditional screen displays. 2. Press the Enable softkey. Conference Calls When you initiate a conference call, you can manage conference participants, join calls into a conference, or split your conference into individual calls.

  • Page 28: Shared Lines

    Shared Line Appearance • Busy Lamp Field (BLF) All Poly Edge B Series IP phones support multiple shared lines. Your administrator can customize your phone to enable multiple shared lines. Shared Line Appearance A shared line is a service account or extension installed on a group of phones. Each call on a shared line has a shared call appearance (SCA).

  • Page 29: Busy Lamp Field (Blf)

    Shared Lines Icon SCA State Description Available Operations LED Pattern Call Parked A call is parked against the Pick up the parked call. Fast blinking extension. green Idle None of the phones with the Seize the SCA to make an shared line is using the outgoing call.
  • Page 30 Shared Lines Icon Event Description Available Operation LED Pattern Offline The monitored None. extension is offline.

  • Page 31: Call Lists And Directories

    Call Lists and Directories Topics: • Managing Contacts • Customize the Phone Book Display • Contact Groups • Call History • Network Directories • Using Speed Dial • Buddy Lists Your phone supports a local phone book and lists of outgoing and incoming call history. The Contacts screen provides three tabs to manage and access entries: •...

  • Page 32: Add A Contact

    Call Lists and Directories Add a Contact After you add a contact to your phone book, choose how much information you want to enter for it. Important: Don’t use braces ({}) in onscreen names. Braces are special characters reserved for use in digit maps.

  • Page 33: Delete All Contacts

    Call Lists and Directories Delete All Contacts Delete all contacts from the phone book. Procedure 1. Go to Contacts > Phone Book. 2. Move the cursor out of the search bar and onto any contact. 3. Press the More softkey and select Remove All. 4.

  • Page 34: Delete A Group

    Call Lists and Directories 4. Press the Save softkey. Delete a Group Delete a group from the Groups tab. Procedure 1. Go to Contacts > Group. 2. Select a group, then press the Remove softkey. Add a Contact to a Group Add a contact to one or more of the groups on the Groups tab.

  • Page 35: View The Call Listing Details

    Call Lists and Directories View the Call Listing Details While you are in a call history list, view additional information about each call. Procedure » Highlight an entry and press Enter . The following softkeys display: • Notes: Adds a custom note to the call listing. •...

  • Page 36: Remove An Entry From The Call History List

    Call Lists and Directories Remove an Entry from the Call History List Remove individual entries from the call history list. Procedure » Highlight an entry, then press the Remove softkey. Network Directories A network directory refers to a directory service offered by a service provider or your company. All the contacts in a network directory are stored on the server, and the phone downloads them when the Network Directory App is running.

  • Page 37: Set A Speed Dial Feature Key Number From Contacts

    Call Lists and Directories Procedure 1. Press and hold down the feature key until the Speed Dial menu displays. 2. Go to the Name field. 3. Press the Edit softkey. 4. Enter the name you want for this speed dial key, then press the Save softkey. 5.

  • Page 38: Delete A Speed Dial Entry

    Call Lists and Directories Delete a Speed Dial Entry Delete any speed dial entry from the Speed Dials 99 list. Procedure 1. Go to Settings > Speed Dials 99. 2. Select the speed dial entry you want to delete. 3. Press the Clear softkey. Buddy Lists A buddy list is a contact list with presence information.

  • Page 39: Set Your Buddy List Status

    Call Lists and Directories Set Your Buddy List Status Set a custom status to display to people on your buddy list. When the phone is in use, the phone automatically sets your status to On the phone with presence as Do Not Disturb.

  • Page 40: Paging And Broadcasting Messages

    Paging and Broadcasting Messages Topics: • Send a Group Page • Disconnect from a Group Page • Enable Auto-Answer Paging • Disable Auto-Answer Paging • Join a Page Group • Leave a Page Group If enabled by your administrator, group paging enables you to send pages—one-way audio announcements—to contacts subscribed to a page group.

  • Page 41: Enable Auto-Answer Paging

    Paging and Broadcasting Messages Enable Auto-Answer Paging Enable your phone to answer pages automatically. Procedure 1. Go to Preferences > Auto Answer Page. 2. Do one of the following: • Press Enter • Press the Enable softkey. 3. Select Home to exit Preferences and confirm your selection.
  • Page 42 Paging and Broadcasting Messages 2. Do one of the following: • Press Enter • Press the Disable softkey. 3. Select Home to exit Preferences and confirm your selection.

  • Page 43: Poly Edge B Series Ip Phone Settings

    Poly Edge B Series IP Phone Settings Topics: • Set the Phone Language • Disable Call Waiting • Time and Date Display • Backlight Intensity and Timeout • Change the Background Picture • Screen Savers • Changing Audio Settings •...

  • Page 44: Disable Call Waiting

    Poly Edge B Series IP Phone Settings Procedure 1. Select Home 2. Go to Preferences > Language. 3. Press Enter to cycle through the available options. 4. Select a language. 5. Press the Reboot softkey. Disable Call Waiting The call waiting function is enabled by default. If you disable call waiting, any incoming calls you receive while you are in a call are automatically sent to voicemail.

  • Page 45: Backlight Intensity And Timeout

    Poly Edge B Series IP Phone Settings Backlight Intensity and Timeout The backlight automatically turns on with any phone activity. By setting Dim Screen, determine how long the phone is idle before the backlight dims to its idle intensity. By default, the backlight dims after the phone is idle for 30 seconds.

  • Page 46: Change The Background Picture

    Poly Edge B Series IP Phone Settings 4. Select Home to exit Preferences and confirm your selection. Change the Background Picture Change the background picture that appears on the phone display. Before you set a photo on your USB flash drive as the background picture, make sure that the photo is copied to the phone’s internal storage.

  • Page 47: Enable Screen Saver Slide Show

    Poly Edge B Series IP Phone Settings 3. Press the Edit softkey. 4. Using the dialpad, enter the number of seconds the phone is idle before the screen saver activates. 5. Press the Save softkey. 6. Select Home to exit Preferences and confirm your selection.

  • Page 48: Display The Time And Date On The Screen Saver

    Poly Edge B Series IP Phone Settings Display the Time and Date on the Screen Saver Set up the phone to overlay graphics containing the running time and date when the screen saver activates. Procedure 1. Select Home 2. Go to Preferences > Screen Saver Show Custom Contents.

  • Page 49: Change The Volume

    Disable AEC to prevent your headset from reducing or eliminating the sound of your own voice coming back through your headset from the far side of the call. Note: If you disable AEC for RJ9 headsets, enabling Poly Acoustic Fence automatically enables AEC. Procedure 1.

  • Page 50: Enable Acoustic Fence

    Enable Acoustic Fence Enable Acoustic Fence to suppress background noise while you are on a call, which enhances audio quality for call participants. Note: If you disable AEC for RJ9 headsets, enabling Poly Acoustic Fence automatically enables AEC. Procedure 1. Select Home 2.

  • Page 51: Disable Dialing Autocomplete

    Poly Edge B Series IP Phone Settings Disable Dialing Autocomplete When you disable dialing autocomplete, the phone doesn’t show a list of numbers that partially match the entered digits. Procedure 1. Select Home 2. Go to Preferences > Enhanced Dialer.

  • Page 52: Pack Calls On Display

    Poly Edge B Series IP Phone Settings Pack Calls On Display When you enable Pack Calls On Display, the call information windows for multiple calls display in their entirety, making full use of the screen. Pack Calls on Display is enabled by default.

  • Page 53: Phone Accessories

    Using a Headset with Your Phone Connect a headset to your Poly phone and use the headset to place and answer calls, handle all calls using a headset, and use electronic hookswitch (EHS).

  • Page 54: Change Your Preferred Audio Device

    Phone Accessories 2. Go to Preferences > Electronic Hook Switch. 3. Press the Enable softkey. 4. Select Home to exit Preferences and confirm your selection. Disable Electronic Hookswitch Disable electronic hook switch (EHS) support for supported DHSG wireless headsets. Procedure 1.

  • Page 55: Maintaining Poly Edge B Series Ip Phones

    Maintaining Poly Edge B Series IP Phones Topics: • Clear Downloaded Temporary Data • Reboot the Phone • Product Information • Factory Reset the Phone • Updating the Phone Firmware When the phone isn’t operating properly, you can investigate or troubleshoot issues along with other tasks your administrator may ask you to perform.

  • Page 56: Factory Reset The Phone

    Maintaining Poly Edge B Series IP Phones Product Information Example Values Model Poly Edge B10 OBi number 723 475 355 MAC Address 9CADEFB00012 Serial Number 88M08NAZZZZj Part Number 3111-49800-001 Software Version 1.0.0 (Build 1058) Hardware Version Customization Status Generic Up Time...

  • Page 57: Update Firmware Using The System Web Interface

    Maintaining Poly Edge B Series IP Phones Update Firmware Using the System Web Interface Update your phone’s firmware using the system web interface. Ask your administrator to enable the background update feature so that you can update the phone with a local file.

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