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Software 1.1.0 | May 2014 | 3725-67893-001 Rev A USER GUIDE ® Polycom CX5500 Unified Conference Station for ™ ® Microsoft Lync Polycom, Inc.
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Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by email at OpenSourceVideo@polycom.com.
Get Started ........................10 About the Polycom CX5500 Unified Conference Station ..........10 Use the CX5500 System with Microsoft Lync Client ................ 10 Use the CX5500 System as a Conference Phone ................11 Understand the CX5500 System Hardware ................ 12 Understand the Indicator Lights ......................
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Active Calls ......................... 33 Manage Incoming Calls ........................35 Redirect Calls ........................... 38 Manage Multiple Calls ......................43 Dial in to Conference Calls ....................44 Manage Conference Calls....................44 Initiate Conference Calls........................
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Lock the Phone........................76 Change Your User Password ......................76 Lock and Unlock Your Phone ......................76 Call and Answer from a Locked Phone .................... 77 Access Features with Your Login Credentials ..............77 Customize the Phone’s Display ..................
Terms and Writing Conventions ● The system/your system This term refers to the CX5500 system. ● Tap This term refers to touching an item briefly on the screen with your finger. ●...
Swiping your finger to the left or right also displays other views. ● Key This term refers to any button on the tabletop unit. Keys on the CX5500 system include the Mute key ●...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Name Icon Description Caution The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration. Warning...
To register with the Polycom Community, you will need to create a Polycom online account. The Polycom Community includes access to Polycom support personnel, as well as user-generated hardware, software, and partner solutions topics.
Audio-only conference calls with Open SIP voice platforms or in a Lync Server environment. You can also make calls in Lync client and conference calls on the CX5500 system at the same time. In this scenario, the audio from both calls is automatically bridged together enabling all callers to communicate with each other.
You can use the CX5500 Unified Conference Station as a full-featured conference phone. When you use the CX5500 system as a conference phone, you do not need to connect the system to a computer. Note that you can make audio-only conference calls without video when the system is not connected to a computer.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the CX5500 System Hardware The following figure and accompanying table introduces you to the parts of the Polycom CX5500 system, which includes the camera, microphones, and speakers. Polycom CX5500 system...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the Indicator Lights The Polycom CX5500 system’s indicator lights let you know whether the system is sending, receiving, or holding audio or video calls. The three microphone indicator lights are located on the three ends of the system’s base, and the active video indicator light is located on the underside of the camera head.
Connect the CX5500 System to a Computer After you connect the CX5500 system to a computer, you can use the system to make video conference calls with your Microsoft Lync client. Note that the CX5500 system’s performance can vary based on the connected computer, your network connection, and the Lync client version.
Sign in to the CX5500 System with Lync After you set up your CX5500 system, you can sign into Lync on your phone using your login credentials (your domain, user name, and password) or your PIN authentication, which are provided by your system administrator.
● Face the CX5500 system, not the whiteboard or the wall, when you stand at the front of a small conference room to speak. Facing the wall can cause echoes that interfere with the active speaker tracking.
Several steps are required for placing and answering calls using the Microsoft Lync 2013 client running on a computer that is connected to the CX5500 system. Although the following steps are applicable to Lync 2013, the steps are similar if you use Lync 2010. Note that you cannot control call activity for calls placed in the Lync client on the CX5500 system.
Adjust Audio and Video During a call, you can control the audio volume for calls placed in the Lync client on the CX5500 system. You can also control what the far end can hear and see by muting the microphone and video on the system.
Use the CX5500 System as a Conference Phone You can use the CX5500 system as an audio-only conference phone, navigate phone views, and perform tasks using the touchscreen, clean the touchscreen, and configure your device remotely using the Polycom Web Configuration Utility. Note that you can only control audio call features and capabilities using the touchscreen.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Troubleshooting: Why can’t I access a certain view? The views you can access depend on whether your device is in an active call or on the number of active or held calls on your system. If your device is idle, you can access Home and Lines view. If your device has one active call, you can access Home, Lines, and Active Call view.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide ● Press and hold the Page Indicator again to return to the original Home view. Additional home icons Home view displays the following icons: ● New Call Displays the dialer where you can place a call.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To display additional phone lines and favorites in Home view: » Tap the phone line. From this screen, you can also tap a phone line to open the dialer or tap a favorite to dial that contact. To display the home icons again, tap Close.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide You can also view the status of a call and the number of active and held calls that are on your line in Lines view. When there is an active call on your line, a green bar displays on the line in Lines view. When the phone line has one or more held calls, a flashing red bar displays on the line in Lines view.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Calls View You can access Calls view when you have one held call or there are two or more calls on your line. The following figure displays an active and highlighted call, an incoming call, and a held call in Calls view.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand Phone Icons and Status Indicators At the top of each view, a status bar displays the date, time, your line, and icons that you can tap to access messages, recent calls, and warning messages, or to enable Do Not Disturb. When your device has information you need to know, icons and messages scroll in the status bar under the time display with the date.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Placed call Presence status (Busy) Received call Presence status (Away) Missed call Presence status (Do Not Disturb) Call forwarding is enabled Presence status (Offline) Tap to access recent calls Presence status (Unknown)
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Task Action Select a soft key that’s not in view. If a More soft key displays at the far-right of the soft key area, this indicates that additional soft keys are available.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Use the Onscreen Keyboard You can use the onscreen keyboard to update field information. When a data entry field requires only numbers, the onscreen keyboard displays only numbers. Onscreen keyboard...
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The character displays in a magnified view on the screen, as displayed next. To enter the character, lift your finger. If you do not want to enter the character, drag and lift your finger.
Note that you cannot make video calls on the CX5500 system when the system is not connected to a computer. To make video calls, you need to connect the system to your computer.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Call from the Dialer The dialer displays a list of previously placed calls, as displayed next. To enter a number, tap one of the dialer entries, or start entering a number. As you enter numbers, the Dialer displays a list of similar numbers.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Place Calls from Favorites, Recent Call Lists, and Directories In addition to the dialer, you can place calls from the Recent Calls list, Favorites list, or your Directory. Or, you can quickly call a favorite from Home or Lines view.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Redial Numbers To dial the last number you called, open the dialer. The first number in the list is the last call you placed. To redial a number: 1 From the dialer, tap the first number in the list, as shown in the next figure.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To resume a held call: » Do one of the following: From Lines view, tap Resume. If more than one held call is on the line, the last call that you held is resumed. If you have multiple lines and you tap Resume, the last call that you held, on any of the lines, is resumed.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 In the dialer, tap More > Blind, as shown next. 3 Dial a contact’s number or select a contact from the Recent Calls list, Directory, or Favorites. The call automatically transfers to your contact and the call is ended on your line.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Answer Additional Calls When you are in an active call and an incoming call arrives on the same or a different line, a call waiting tone beeps, and the Incoming Call window displays.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 Tap the incoming call listing and tap Answer. The active call is placed on hold and the new call becomes active. Answer Calls on a Shared Line If you share a line with another phone, you can answer calls normally, or someone who shares a line with you can choose to answer the call from their phone.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Mute the microphone for all auto-answered calls so the incoming caller cannot hear your audio when the call is answered. Tap Microphone Mute, and tap Yes. The default setting is Yes.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide ● Reject calls from a contact. ● Divert calls from a contact. ● Temporarily refuse all calls by enabling Do Not Disturb. Forward Calls to a Contact You can set up your phone to forward all calls to a contact, even if the Do Not Disturb feature is enabled.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The forwarding icon is displayed in Lines view next to the phone line that has call-forwarding enabled, as shown next. The call-forwarding enabled icon in Lines view To disable call forwarding: 1 From Home view, tap Forward.
Enabling Do Not Disturb on shared lines disables ringing only. Visual notifications of calls and the Incoming Call window still display. When you enable Do Not Disturb on your CX5500 system, the Do Not Disturb icon displays in the status bar, as shown next.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Additionally, the DND icon in Home view changes to , as displayed next. Troubleshooting: Why doesn’t the DND icon display? When you have set your presence status to Do Not Disturb, as well as enabled DND for your phone, the message My Status: Do Not Disturb displays under the time display, and the DND icon does not display in the status bar.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Multiple Calls You can manage multiple calls from Lines and Calls view. In Lines view, you can see each line on your phone and how many calls are on each line. A green bar indicates a line with an active call, and a flashing red bar indicates a line with one or more held calls.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Dial in to Conference Calls The CX5500 system provides an onscreen dialpad where you can enter conference codes when dialing in to conference calls. To dial in to a conference call: 1 In the dialer, enter the conference phone number or select the conference from your Directory.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Initiate Conference Calls You can initiate a conference by calling two contacts by tapping the Confrnc soft key, or you can join an active and multiple held calls by tapping the Join soft key.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To place a conference call on hold: » In Calls view, tap Hold, as shown in the next figure. All participants in the conference call are placed on hold. To resume a held conference call: »...
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide ● Remove a participant from the conference. List information about a participant, such as the participant’s name, number, and call details—such ● as whether the call is muted, held, or is video-enabled.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Contacts and Directories Your Contact Directory, your Favorites list, and the Corporate Directory help you manage and organize the contacts on your phone. Use Your Contact Directory You can store a large number of contacts in your phone’s Contact Directory, displayed next. Contact your administrator for the capacity of your local Contact Directory.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To view contact information: » From your Contact Directory, tap a contact. The contact’s information screen, as shown next, includes the contact’s name and phone number. Additional information, such as a job title, label, or email address, can also display.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Tap Last Name and enter the contact’s last name. Tap Contact and enter the contact’s phone number. The phone number must be unique and cannot already exist in the directory. If you save an entry with a non-unique phone number, the entry is not saved.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Add Contacts from Recent Calls list You can automatically save a recent caller to your directory from the Recent Calls list. To add recent callers to your Contact Directory: 1 From your Recent Calls list, tap next to the call record.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide All your favorites display in your Favorites list, Lines view, and Home view. Favorites display consecutively, according to their index number. The contact with the lowest number displays first. To reorder your favorites, assign the contacts different index numbers.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To see your Favorites list: » Tap New Call from Home view, and tap Favorites. To see your favorites from Home view: » From Home view, tap the phone line.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To view the Corporate Directory: » From Home view, tap Directories > Corporate Directory. By default, a blank search screen displays. To view entries, search for a contact. User Tip: Saving Corporate Directory search results You can save your last search results so that the next time you view the Corporate Directory, the results of your last search displays.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Listen to Voicemail Your phone indicates when you have new voicemail messages in the several ways. A message counter indicating the number of messages you have displays on the Messages icon in Home view, as shown next.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide After about an hour or two, the message indicators display again. View Recent Calls Your phone maintains a Recent Calls list, which is a list of missed, received, and placed calls. Each list holds up to 100 entries.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To manage a call record: 1. From your Recent Calls list, tap next to a call record. 2. From the call details screen, you can perform the following tasks: ...
One way to personalize your phone is to change your phone’s ringtone. You can pick unique ringtones for the different lines on your phone. The default ringtone on the CX5500 system is Low Trill. To select an incoming call ringtone for your phone or a line: 1 From Home view, tap Settings >...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The Ring Type screen displays. 5 Tap the ringtone you want. You can tap to hear a ringtone. 6 After you select a ringtone, tap 7 In the Edit Contact screen, tap Save.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Icons and status indicators for shared lines Shared Line Status Icon and Status Indicator Status Indicator Idle (No indicator) Active call Solid green Held call Flashing red Note: Unsupported features on shared lines Call Forwarding is not available on shared lines.
When you set your contacts as favorite in Lync 2013 or pin frequent contacts in Lync 2010, you can view a list of Lync contacts and their presence status on your CX5500 system. When a contact updates their presence status, such as “Available,” “Do Not Disturb,” or “Busy,” you can view their status in real time from your Contact list.
When you add contacts as favorites in the Lync client on your computer, the contacts display in your Contact list. You can also add Lync contacts to your Contact List on your CX5500 system. To add contacts to your Contact list: 1 Select Contacts or tap Settings >...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide View Lync Contacts’ Presence Status You can view your contacts’ presence status on your phone. The following table shows the presence icons and the status that display for your contacts on your phone.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Your Contact List displays. To view your contacts in Lines view: » From Home view, tap or swipe the screen. The contacts who are favorites display with their status, as displayed next.
Microsoft Lync. From your phone, you can monitor the status of your Microsoft Lync contacts. For more information on integrating with Microsoft Lync Server, refer to one of the following documents available by navigating to your phone from the Polycom Business Media Phones web page: ●...
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide You can change the default paging group to any group you want. To change the default paging group, Change the Default Paging Group. If you change your default paging group, you are automatically subscribed to the group you selected.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Receive Pages When Not in an Active Call When you receive a page and you are not in an active call, the page immediately plays, regardless of the paging priority.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Update Paging Group Subscriptions By default you are subscribed to Paging Groups 1, 24, and 25. This means that you can send pages to and receive pages sent from these groups. You can change which groups you are subscribed to.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Troubleshooting: What happens if my phone has the wrong login credentials? If your phone has incorrect login credentials, or you need to re-submit login credentials, the following happens: The message “Login credentials have failed/Please update them if information is incorrect”...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide From Day view, you can access additional calendar views: Month view and Meeting view. To see Month view, tap . To see Meeting view, tap a meeting. To close the Calendar: »...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To navigate in Day view: » Do the following: To view the meetings for the previous day, tap To view the meetings for the next day, tap ...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To navigate in Meeting view: » Do one of the following: To see the meeting details, scroll up or down. To return to Day view, tap Work with Meeting Reminders By default, your phone displays a meeting reminder 15 minutes before a meeting starts, as shown next.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Join Meetings from the Calendar You can join meetings from the calendar in two ways: from a meeting reminder or from Meeting view. To join a meeting from a meeting reminder: From the reminder, tap the meeting number that displays at the far-left of the reminder, as shown next.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Log in to a Phone When your system administrator enables the User Login feature, you can view your personal phone settings from any phone that is part of your organization. You can access your Contact Directory and speed dials, as well as other phone settings, when you change locations.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide To log in to a phone: 1 When you see the User Login screen proceed to step 2. If you do not see the User Login screen, do one of the following: ...
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Your password is changed. The next time you log in to a phone, you need to enter your new password. Lock the Phone You can lock your phone to prevent unauthorized outgoing calls, allow only authorized people to answer calls, and prevent people from viewing or modifying phone information, such as your directory, call lists, or favorites.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 3 Tap Lock. Timesaver: A Quick way to lock your phone Your phone is set up so that you can quickly lock it by tapping Lock from Lines view. When you do this, you cannot choose how to handle incoming calls.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Note: Accessing the calendar when the user login feature is enabled If you log in to a phone that has the User Login feature enabled, and you want to access features that require your login credentials, you need to re-enter your login credentials.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Change the Time and Date Display The time and date display in the status bar, as shown next. You can manually update the time and date on your CX5500 system.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The backlight automatically turns on with any phone activity. By setting the Backlight Timeout, you can determine how long the phone should be idle before the backlight dims to its Backlight Idle intensity. By default, after the phone is idle for 40 seconds, the backlight dims.
By default, power-saving mode, which turns off the touchscreen to conserve energy, is disabled on the CX5500 system. When you enable power-saving mode, your phone’s touchscreen turns off after the system has been idle for a certain period of time. You can configure the period of time that the phone is idle before the touchscreen turns off.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Office Hours When you start work and how long you’re in the office each day. For more ● information, see Change Your Office Hours. ● Timeouts The period of time the phone should be idle before the touchscreen turns off. For more...
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 3 Tap Off Hours Idle Timeout, and enter the number of minutes the phone should wait, during off- hours, before starting power-saving mode. Enter a number between 1 and 10. The default is 1 minute.
After you view the phone warnings, tap Clear Icon to remove the warning icon from the status bar. However, the warning still displays in the Warnings list until the phone issue is fixed. Restart the Phone Your system administrator may ask you to restart your phone if your phone malfunctions or to assist in troubleshooting. Polycom, Inc.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Caution: Restarting your phone Before you restart your phone, contact your system administrator. If your phone is malfunctioning, you may be able to restore normal operation without restarting. In addition, your administrator may want to troubleshoot your phone before you restart it.
Use the following solutions as a guide to resolving issues, problems, or common difficulties when using your Polycom CX5500 Unified Conference Station. Test the Speaker, Microphones, and Camera You can ensure that your CX5500 system is configured and operating correctly by testing the speaker, microphones, and camera. To test the speaker and microphones: 1 In Microsoft Lync client, click and click Tools.
Get Help This section provides a list of Polycom documents referred to in this guide as well as partner resources you can use. For additional information about the Polycom CX5500, see the following documents: ● Setup and maintenance documents: ...
Participate in discussion forums to share ideas and solve problems with your colleagues. To register with the Polycom Community, simply create a Polycom online account. When logged in, you can access Polycom support personnel and participate in developer and support forums to find the latest information on hardware, software, and partner solutions topics.
Polycom until the returned item is received by Polycom. The repaired or replaced item will be shipped to Customer, at Polycom’s expense, not later than thirty (30) days after Polycom receives the defective product, and Polycom will retain risk of loss or damage until the item is delivered to Customer.
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Cet appareil numérique de la classe [B] est conforme à la norme NMB-003 du Canada. Europe This Polycom CX5500 has been marked with the CE mark. This mark indicates compliance with EEC directories 2006/95/EC and 2004/108/EC. A full copy of the Declaration of Conformity can be obtained from Polycom Ltd., 270 Bath Road, Slough, Berkshire, SL1 4DX, UK.
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Class B Statements Japan Polycom, Inc.
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