Instruction/ maintenance manual of the product CX5500 Polycom
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Polycom, Inc. 1 USER GUIDE Polycom ® CX5500 Unified Conference Station for Microsoft ® Lync ™ Software 1.1.0 | Ma y 2014 | 3725 -6 7893-001 Rev A.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 2 Copyright ©2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated int.
Polycom, Inc. 3 Contents About This Guide .......................................................................................................... 6 Who Should Read this Guide? ........................................................................
Polycom CX5500 Unified Confer ence Station for Microsoft L ync User Guide Polycom, Inc. 4 Manage Active Calls ......................................................................................................................... 33 Manage Incoming Calls .
Polycom CX5500 Unified Confer ence Station for Microsoft L ync User Guide Polycom, Inc. 5 Lock the Phone ..................................................................................................................... 76 Change Your User Passw ord .
Polycom, Inc. 6 About This Guide This user guide uses a nu mber of conventions that can help you understand specific informa tion and perform tasks. Who Should Read this Guide? This guide contains an .
Polycom CX5500 Unified Confer ence Station for Microsoft L ync User Guide Polycom, Inc. 7 ● Swipe When you want to scroll quickly, swipe your finger a cross the screen, either up, do wn, left, or right. To stop your screen f rom scrolling, press your finger a nywhere on the screen.
Polycom CX5500 Unified Confer ence Station for Microsoft L ync User Guide Polycom, Inc. 8 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.
Polycom CX5500 Unified Confer ence Station for Microsoft L ync User Guide Polycom, Inc. 9 Get Help and Support Resources This guide includes a Get Help section where you ca n find links to Polycom prod uct and support sites and partner sites.
Polycom, Inc. 10 Get Started You can make a variety of call t ypes using the Polycom CX550 0 system, as discussed in the following sections, which also introduce the CX5 500 system’s hardware an d how to connect, configure, and sign in using your system.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 11 The following illustration demonstrate s how the panoramic video a nd microphones on CX5500 system works during a conference call when connected to a compute r.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 12 Understand the CX5500 System Hardware The following figure and accomp anying table introduces y ou to the parts of the Polycom CX 5500 system , which includes the camera, microphone s, and speakers.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 13 Understand the Indicator Li ghts The Polycom CX5500 system ’s indicato r lights let you know wheth er the system is sending, receiving, or holding audio or video calls.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 14 Connect the CX5500 System to a Computer After you connect the CX5500 sy stem to a computer, you can use the system to make video conference calls with your Microsoft Lync cli ent.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 15 Access the Web Configuration Utility You can update phone settings f rom your phone using the phone’s menu commands or up date settings remotely with the Polycom Web Configuration Utility.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 16 2 Enter your login credentials or you r phone extension and a PIN nu mber, as shown next . A confirmation message display s when your phone succe ssfully signs in to Lync.
Polycom, Inc. 17 Use the CX5500 System with Microsoft Lync Several steps are required for placi ng and answering calls using t he Microsoft Lync 2013 client running on a computer that is connected to the CX5500 system. Alt hough the following steps are app licable to Lync 2013, the steps are similar if you use Lync 2010.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 18 Hang Up a Call Hanging up a call with another pe rson automatically disconn ects the other person. When y ou hang up from a conversation that includes multipl e participants, t he other participants remain conne cted.
Polycom, Inc. 19 Use the CX5500 System as a Conference Phone You can use the CX5500 system as an audio-only conference pho ne, navigate phone views, and perform tasks using the touchscree n, clean the touchscreen, and conf igure your device remotely using the Polycom Web Configurati on Utility.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 20 Troubleshooting: Why c an’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.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 21 ● Press and hold the Page In dicator again to return to th e original Home view . Additional home icons Ho me view displays the f ollowing icons: ● New Call Displays the dialer wher e you can place a call.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 22 To display additional ph one lines and fav orites in Home vie w: » Tap the phone line. From this screen, you can also tap a p hone line to open the dialer or tap a favorite to dial that conta ct.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 23 You can also view the statu s of a call and the number of activ e and held calls that are on your l ine in Lines view. When there is an active call on your line, a green ba r displays on the line in Line s view.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 24 Calls View You can access Calls view whe n you have one held call or there are two or more calls o n your line. The following figure displays an active and highlighted call, an incomi ng call, and a held call in Calls view.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 25 Understand Phone Icons and Status I ndicators At the top of each view, a status b ar displays the date, time, your line, and icons that you can tap to access messages, recent call s, and warning messages, or to en able Do Not Disturb.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 26 Placed call Presence status (Busy) Received call Presence status (Away) Missed call Presence status (Do Not Di.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 27 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 Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 28 Use the Onscreen Key board You can use the onscreen keybo ard to update field inf ormation. When a data ent ry field require s only numbers, the onscreen key board displays only numbers.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 29 The character displays in a m agnified view on the screen, as di splayed next. To enter the character, lift your finger. I f you do not want to enter the chara cter, drag and lift your finger.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 30 Clean the Touchscreen The touchscreen requires v ery little maintenance. Pe riodically, however, you m ay need to clean it. To clean the touchscreen: 1 From Home view, t ap Setti ngs > Basic > Screen Cle an to disable the touch scr een.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 31 Call from the Dialer The dialer displays a list of previou sly placed calls, as displ ayed next . T o enter a number, tap one of t h e dialer entries, or start enter ing a number.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 32 Place Calls from Favorites, Rec ent Call Lists, and Directories In addition to the dialer, you can pl ace calls from the Recent C alls list, Favorites list, or y our Directory.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 33 Redial Numbers To dial the last number you calle d, open the dialer. The f irst number in the list is the last call you placed. To redial a number: 1 From the dialer, tap the first number in th e list, as shown in the next figure .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 34 To resume a held call: » Do one of the following: From Lines view, tap Resu me . If more than one held call is on the line, the last call that you held is resumed.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 35 2 In the dialer, tap More > Bl ind , as shown next. 3 Dial a contact’s number or select a contact from the Recent C alls list, Directory, or Fav orites. The call automatically transfers to y our contact and the call is ended on your line.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 36 Answer Additional Call s When you are in an active call and an incoming c all arrives on the same or a different l ine, a call waiting tone beeps, and the Incoming Call window displays.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 37 2 Tap the incoming call listing and tap Answer . The active call is placed on hold and t he new call becomes a ctive.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 38 Mute the microphone for all auto-answered calls so the incomi ng caller cannot hear your audio when the call is answered . T ap Microph one Mute , and tap Yes .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 39 ● Reject calls from a contact. ● Divert calls from a contact.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 40 The forwarding icon is displayed in Lines view next to the phone line that has call-forwa rding enabled, as shown next. The call-forwarding enabled icon in Lines view To disable call for w arding: 1 From Home view, tap For w ard .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 41 3 From the contact’s information scree n, tap . 4 In the Edit Contact screen, t ap Div ert Contact , and enter the nu mber of the contact to which you want the calls to go.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 42 Additionally, the DND icon in Home v iew changes to , as displayed next.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 43 Manage Multiple Calls You can manage multiple call s from Lines and Calls vi ew. In Lines view, you can see each line on y our phone and how many calls are on each line.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 44 Dial in to Conference Calls The CX5500 system provi des an onscreen dialpad where you can enter confe rence codes when dialing in to conference calls.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 45 Initiate Conference Calls You can initiate a conference by calli ng two contacts by tapping the Con frnc soft key, or you can join an active and multiple held calls by tapping the Join soft key.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 46 To place a conference call on hold: » In Calls view, tap Hold , as shown in the next figu re . All participants in the confe rence call are placed on ho ld. To resume a held conference call: » Tap Resume .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 47 ● Remove a participant from the conference. ● List information about a pa rticipant, such as the participant’s nam e, number, and call details— such as whether the call is muted, held, or is video-enabled.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 48 Manage Contacts and Director ies Your Contact Directory, y our Favorites list, and the C orporate Directory help you manag e and organize the contacts on your phon e.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 49 To view contact informati on: » From your Contact Directory, tap a contact. The contact’s information screen, as shown next, includes the c onta ct’s name and phone number.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 50 Tap Last Name and enter t he contact’s last name. Tap Contact and enter the contact’s phone number. The phone number must be uniqu e and cannot already exist in the directory.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 51 Add Contacts from Rece nt Calls list You can automatically sav e a recent caller to your directory from the Recent C alls list. To add recent callers to y our Contact Directory: 1 From your Recent Calls list, tap next to the call record.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 52 All your favorites display in your Fav orites list, Lines view, an d Hom e view. Favorites display consecutively, according t o their index number. The contact with the lowest number di splays first.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 53 To see your Favorites l ist: » Tap New Call from Home view, and tap Favorites . To see your favorites fro m Home view: » From Home view, tap the p hone line. To see your favorites in Lines v iew: » From Home view , tap .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 54 To view the Corporate Directo ry: » From Home view , t ap Directories > Co rporate Directory . By default, a blank search screen displays. To view entries, search for a contact.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 55 Listen to Voicemail Your phone indicates when y ou have new voicemail messag es in the several ways. A messa ge counter indicating the number of messag es you have displays on the Mes sages icon in Home view , as shown next .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 56 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 m issed, received, and placed c alls.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 57 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 ta sks: Tap Dial to call the person.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 58 Change the Speaker and Ring er Volume To change the volume of the far- end’ s audio during a call, tap one of the Volume keys while you are in a call.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 59 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.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 60 Icons and status indicators for shared lines Shared Line Status Icon and Status Indicator Status Indicator Idl.
Polycom, Inc. 61 Us e Advanced Features Now that you have mastered the basics of your phone, you are ready to learn about all the other interesting and powerful feature s that your phone has to offer.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 62 Your phone also updates automat ically on your contacts’ phon es and in Lync client when your phone is in use or when you enable D o Not Disturb.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 63 View Lync Contacts ’ Presen ce Status You can view your contact s’ presence status on your phone . The f ollowing table shows the pr esence icons and the status that di splay for your contacts on your phone.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 64 Your Contact List displays. To view your contacts in Lines vie w: » From Home view , tap or swipe the screen. The contacts who are favor ites display with their statu s, as displayed next.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 65 Integrate with Microsoft Lync Serve r Your system administrato r can configure your phone to work with Microsoft Lync Server an d communicate with others u sing Microsoft Lync.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 66 You can change the default paging g roup to any group you want. To change the default paging group, see Change the Default Paging Gr oup . If you change your default paging group, you are automatically subscribed to the group you sele cted.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 67 Receive Pages When Not in an Active Call When you receive a page and you are not in an active call, the page immediately play s, regardless of the paging priority.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 68 Update Paging Group Subscripti ons By default you are subscribed to Pagin g Groups 1, 24, and 25. Thi s means that you can send pages to and receive pages sent from these grou ps.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 69 Troubleshooting: What happens if m y phone has the wrong login credentials? If your phone has incorrect login .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 70 From Day view, you can access a dditional calendar views: Month vi ew and Meeting view. To see Month view, tap . To see Meeting view, tap a meeting. To close the Calendar: » T ap .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 71 To navigate in Day vie w: » Do the following: To view the meetings for the previ ous day, tap . To view the meetings for the next day, tap . To view details for a specific meeting, tap the meeting.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 72 To navigate in Meeting v iew: » Do one of the following: To see the meeting details, scr oll up or down.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 73 Join Meetings from the Cale ndar You can join meetings from the calendar in two ways: from a meeting reminder or from Meeting view.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 74 Log in to a Phone When your system administrator enable s the User Login feature, you can view your personal phone settings from any phone that is part of your organization .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 75 To log in to a phone: 1 When you see the User Login screen p roceed to step 2. If you do not see the User Login scre en , do one of the following: From Lines view, tap Log in .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 76 Your password is changed. The next time you log in to a phone, you need to enter your n ew password.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 77 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 Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 78 No te: Accessing the calendar when the u ser l ogin 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 Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 79 Change the Time and Date Display The time and date display in the status b ar, as shown next. You can manually update the t ime and date on your CX5500 system. To update the time and d ate display: 1 From Home view, tap Settings > Basic > Set Date/Time .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 80 The backlight automatically turns on with any phone activi ty. By setting the Backli ght Timeout, you can determine how long the phone shoul d be idle before the ba cklight dims to its Backlight Idle intensity.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 81 The background displays on your sy stem in Home view, as shown next. To change the background p icture using the Web Config uration Utility: 1 Enter your phone’s IP address and sign in.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 82 ● Office Hours When you start work and how long you’re in the of fice each day. For more information, see Change Your Off ice Hours . ● Timeouts The period of tim e the phone should be idle before t he touchscreen turn s off.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 83 3 Tap Off Hours Idle Tim eout , and enter the number o f minutes the phone should wait, during off- hours, before starting power-savin g mode. Enter a numbe r between 1 and 10 .
Polycom, Inc. 84 Administrative Tasks When your phone is unable t o operate properly, you may have to investigate or troubleshoot issues. To solve issues, your administ rator may ask y ou to restart your phone, update the p hone’s configuration, or test phone hardware.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 85 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.
Polycom, Inc. 86 Troubleshoot Issues Use the following solutions as a g uide to resolving issues, pro blems, or common difficultie s when using your Polycom CX5500 Unified Co nference Station.
Polycom, Inc. 87 Get Help This section provides a list of Polycom documents referred t o in this guide as well as partner r esources you can use. For additional information about the Polycom CX550 0, .
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 88 The Polycom Community The Polycom Community gives you acce ss to the latest developer and support information. Participate in discussion forums to share idea s and solve problems with y our colleagues.
Polycom, Inc. 89 Copyright, Safety, and Regulatory Notices Service Agreements Please contact your Polycom A uthorized Reseller for information a bout service agreements a pplicable to your product. Governing Law This Limited Warranty and Limitation of Liability shall be gover ned by the laws of t he State of California, U.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 90 Polycom is expected to warrant any replaced or repaired produ ct or part for ninety (90) days from shipment, or the remainder of the initial warranty period, whi chever is longer.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 91 This device must accept any int erferences received, including inte rference that may cause undesired operation.
Polycom CX5500 Unified Conferenc e Station for Microsoft Lync User Guide Polycom, Inc. 92 Class B Statements Japan.
An important point after buying a device Polycom CX5500 (or even before the purchase) is to read its user manual. We should do this for several simple reasons:
If you have not bought Polycom CX5500 yet, this is a good time to familiarize yourself with the basic data on the product. First of all view first pages of the manual, you can find above. You should find there the most important technical data Polycom CX5500 - thus you can check whether the hardware meets your expectations. When delving into next pages of the user manual, Polycom CX5500 you will learn all the available features of the product, as well as information on its operation. The information that you get Polycom CX5500 will certainly help you make a decision on the purchase.
If you already are a holder of Polycom CX5500, but have not read the manual yet, you should do it for the reasons described above. You will learn then if you properly used the available features, and whether you have not made any mistakes, which can shorten the lifetime Polycom CX5500.
However, one of the most important roles played by the user manual is to help in solving problems with Polycom CX5500. Almost always you will find there Troubleshooting, which are the most frequently occurring failures and malfunctions of the device Polycom CX5500 along with tips on how to solve them. Even if you fail to solve the problem, the manual will show you a further procedure – contact to the customer service center or the nearest service center
