Polycom CX700 manual

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Table of contents for the manual

  • Page 1

    September, 2007 Edition 1725-31402-001 Rev. A User Guide for the Polycom ® CX700 IP Phone[...]

  • Page 2

    Polycom Inc. 4750 Willow Road Pleasanton, CA 94588-2708 USA No part of this document may be reproduce d or transmitted in any form or by any means, el ectronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reprod ucing includ es translating into another language or format. As between the part[...]

  • Page 3

    iii About This Guide Thank you for choosing the Polycom CX700 IP phone which enables a new era in unified communications currently una vailable with traditional desk top phones. Connecting a Polycom CX700 to Microsoft ® Office Communications Server 2007 allows you to place regula r and Voice over Internet Protocol (VoIP) calls, answer call s, forw[...]

  • Page 4

    User Guide Polycom CX700 IP Phone iv[...]

  • Page 5

    v Contents About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii 1 Getting Started with Your Poly com® CX700 IP Phone . . . . . 1–1 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2 Assembling Your Polycom CX700 IP Phone . . . . . . . . . [...]

  • Page 6

    User Guide Polycom CX700 IP Phone vi Searching For a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11 Viewing a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11 3 Using the Basic Features of Your Polycom® CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . . . .[...]

  • Page 7

    1 - 1 1 Getting Star ted with Y our Polycom ® CX700 IP Phone This chapter provides basi c installation ins tructions and informati on for obtaining the best performance with the Polycom CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft Office Communicator 2007 . Th e graphic display features flexible nav[...]

  • Page 8

    User Guide Polycom CX700 IP Phone 1 - 2 Par ts List The following components are included in your Polycom CX700 IP phone package: • Polycom CX700 IP phone • handset & handset cord • Network Cable[...]

  • Page 9

    Getting Started with Y our Polycom® CX700 IP Phone 1 - 3 • AC/DC Power Adapter and Power Cord • Quick Start Guide and registration card Check this list be fore installat ion to en sure that you have received each item. If you are missing any items, c ontact your system administrator. Assembling Y our Polycom CX700 IP Phone This section describ[...]

  • Page 10

    User Guide Polycom CX700 IP Phone 1 - 4 2. Connect the headset (optional) to the headset jack on the back of the phone (next to the handset jack). Connecting Network and Power Source Use Power over Ethernet (PoE) for network and power source connections unless otherwise directed by your system admi nistrator. T o connect the network and AC power: 1[...]

  • Page 11

    Getting Started with Y our Polycom® CX700 IP Phone 1 - 5 below, then plug one end of in the country specific power cord into the power adapter and the other end into an available AC outlet. The phone will begin to power up. For more information on logging in, refer to Logging in on Your Polycom CX700 IP Phone on page 1-7 . Adjusting the Phone Base[...]

  • Page 12

    User Guide Polycom CX700 IP Phone 1 - 6 Features of Y our Polycom CX700 IP Phone The features of the Polycom CX700 IP phone are: 1. Graphic Display —Shows information about call s, messages, ti me, date, and other relevant data and allows you to enter commands and select contacts through the touch screen. 2. Presence Status Indicator— Indicates[...]

  • Page 13

    Getting Started with Y our Polycom® CX700 IP Phone 1 - 7 13. Fingerprint Reader —Allows you to log on to your Polycom CX 700 IP phone with a swipe of your finger. Before Y ou Use Y our Polycom CX700 IP Phone Phone Location Use the following guidelines to select a location for your phone: • Place your Polycom CX700 IP phone in a well-ventilated[...]

  • Page 14

    User Guide Polycom CX700 IP Phone 1 - 8 2. Using the graphic display’s soft keyboard, enter the following: — Your Microsoft Office Communicat or sign-in name (for example, user1@polycom.com) — Your network domain and username (for example, polycomuse r1) — Your password 3. Select Sign In . 4. Do one of the following steps: a Enter a six di[...]

  • Page 15

    Getting Started with Y our Polycom® CX700 IP Phone 1 - 9 c Follow the on-screen instructions to register your fingerprint. After completing the PIN or fingerprint registration process, the Contact List screen appears. Usage Guidelines To make a selection on the graphic display, either use your finger or the scroll wheel and the Select key. To navi[...]

  • Page 16

    User Guide Polycom CX700 IP Phone 1 - 10[...]

  • Page 17

    2 - 1 2 Customizing Y our Polycom ® CX700 IP Phone You can customize your Polycom CX700 IP phone by adjusting the setting for time and date, display contrast, and ring type, and other features. You can add contacts to the phone’s directory manually or from call lists. You can handle incoming calls from different contacts in different ways. This [...]

  • Page 18

    User Guide Polycom CX700 IP Phone 2 - 2 • The display brightne ss • Your password • Your PIN or fingerprint ID • The user who is currently logged into the phone • The touch screen’s calibration You can also view the current phone network settings. You must be logged in to configure th e basic settings on your Polycom CX700 IP phone. Dat[...]

  • Page 19

    Customizing Y our Polycom® CX700 IP Phone 2 - 3 2. Select Date/Time Format , then select your preferred format. 3. Press the OK soft key to save your changes or the Cancel soft ke y to exit the Date/Time format screen without making changes. Location and Time Zone You have control over the location and time zone. T o configure the location and tim[...]

  • Page 20

    User Guide Polycom CX700 IP Phone 2 - 4 Locking and Unlocking Y our Phone After a period of inactivity, your Poly com CX700 phone will lock. You can also lock your phone yourself, for example, if you are leaving your desk. T o lock your phone: 1. Press the Settings s oft key on t he graphic display. 2. Select Lock . Your phone is now locked. T o un[...]

  • Page 21

    Customizing Y our Polycom® CX700 IP Phone 2 - 5 c Enter a new six digit PIN twice (using the dial pa d), then press the OK soft key. Adjusting the V olume T o adjust the volume on the ringer , handset, and speaker: 1. Press the Settings s oft key on t he graphic display. 2. Select Volume . 3. Using Up or Down , select your desired level for ringer[...]

  • Page 22

    User Guide Polycom CX700 IP Phone 2 - 6 2. Select Brightness . 3. Using Up or Down , select your de sired level. 4. Press the OK soft key to save your changes or the Cancel soft ke y to exit the Brightness screen without making changes. Changing Y our Password T o change your password: 1. Press the Settings s oft key on t he graphic display. 2. Sel[...]

  • Page 23

    Customizing Y our Polycom® CX700 IP Phone 2 - 7 4. Press the OK soft key to save your changes or the Cancel soft key to exit the Change Password screen without making c hanges. Changing Y our PIN T o change your PIN: 1. Press the Settings s oft key on t he graphic display. 2. Select Change PIN . 3. Enter your old PIN, then enter your new PIN twice[...]

  • Page 24

    User Guide Polycom CX700 IP Phone 2 - 8 Calibration of T ouch Screen T o calibrate the touch screen: 1. Press the Settings s oft key on t he graphic display. 2. Select Calibrate Touch Screen . 3. Follow the on-screen instruct ions to set the calibration. 4. Touch the graphic display a final time to finish the calibration. Managing Call Lists A call[...]

  • Page 25

    Customizing Y our Polycom® CX700 IP Phone 2 - 9 T o view the call log: 1. On the left-hand side of the graphic display, select the Call Log soft ke y, . 2. Sort the Call Log screen in one of the following ways: — To view all calls that you have missed, received, or placed, select All, . — To view calls that you have missed, s elect Missed Call[...]

  • Page 26

    User Guide Polycom CX700 IP Phone 2 - 10 Managing Contacts You can view your list of contacts on the graphic di splay. You can view the following information about each contact: • The contact’s presence icon • The contact’s name • The contact’s presence status • The Contact card, which contains deta iled information about the contact [...]

  • Page 27

    Customizing Y our Polycom® CX700 IP Phone 2 - 11 Searching For a Contact T o search for a par ticular contact: 1. From the contact screen, search for a contact using the dial pad. When a dial pad key is pressed, the en tries whose first name starts with a character that matches the letters on the key label will be r etrieved. For example, if you p[...]

  • Page 28

    User Guide Polycom CX700 IP Phone 2 - 12[...]

  • Page 29

    3 - 1 3 Using the Basic Features of Y our Polycom ® CX700 IP Phone Your Polycom CX700 IP phone is designed to be used like a regular phone. You place calls, transfer a call to some one else, or conduct a conference call. At any time, only one active call may be in progress on your phone. The active call is the one that has au dio associat ed with [...]

  • Page 30

    User Guide Polycom CX 700 IP Phone 3 - 2 If you require additional information or assistance with your new phone, contact your system administrator. Placing a Call You can place a call in many ways using your Polycom CX700 IP phone: • Dial the number using the dial pad with the handset off-hook or on-hook. • Select a contact from the contacts l[...]

  • Page 31

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 3 T o place a call using the handset: ¾ Do the f ollowing steps in an y order: — Pick up the handset. — Dial the desired number using the dial pad. The number appears in the phone number field. The numbers will automatically dial onc e the complete number is entered. You may need t[...]

  • Page 32

    User Guide Polycom CX 700 IP Phone 3 - 4 Answering Incoming Calls When the incoming call is for the user cur rently logged into the Polycom CX700 IP phone, the caller name an d information will be displayed. T o answer an incoming call when you are not already in a call: ¾ Do one of the following steps: a Pick up the handset. b Press the Speakerph[...]

  • Page 33

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 5 Ending a Call T o end a call: ¾ Do one of the following steps: — Press the EndCall soft key. — Replace the handset. — Press the Speakerphone key if you are using the speakerphone. — Press the Headset key if you are using the optional headset. Muting the Microphone During a ca[...]

  • Page 34

    User Guide Polycom CX 700 IP Phone 3 - 6 Putting a Call on Hold During a call, press the Hold soft key. This wi ll be indicated on the graphic display by the hold on the gr aphic display. Press the Hold key again to resume the call. Setting Up a Conference You can initiate a conference call by selecting one or more c ontacts, by selecting a contact[...]

  • Page 35

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 7 2. After the first party answers, press the Conference soft key, then press the Add Someone soft key. 3. Call the second party. T o end a conference call: ¾ Press the EndCall soft key or hang up. T ransferring a Call A call can be transferred in o ne of two ways: • Consultative tra[...]

  • Page 36

    User Guide Polycom CX 700 IP Phone 3 - 8 T o per form a consultative transfer: 1. During a call, press Transfer soft key. The active call is placed on hold. 2. Press the Consult then Transfer To... soft key. 3. Select the contact to which you want to transfer the call. 4. As soon as the ring-back sound is heard or after the party answers, press the[...]

  • Page 37

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 9 For warding Calls You can configure your phone so that all incoming calls are forwarded to another party (known as static forwardi ng). You can also forward calls while the phone is ringing (known as dynamic for warding). Static For warding T o enable call for warding: 1. At the top o[...]

  • Page 38

    User Guide Polycom CX 700 IP Phone 3 - 10 Using V oice Mail Your voice mail is saved in a centra lized location and may be accessed from your phone. The presence of new voice mail messag es is indicated by a Message Waiting Indicator on the graphic dis play. A list of voice mail m essages is also displayed in the M essages list , showing who left t[...]

  • Page 39

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 11 T o change your presence status information: 1. Click your presence icon in the upper-left hand area of the graphic display. 2. Choose a presence status from the following table: Icon Stat u s T e xt Description Available The contact is online and can participate in conversations. Th[...]

  • Page 40

    User Guide Polycom CX 700 IP Phone 3 - 12 3. Press the appropriate soft key. Press the Reset Status soft key to reset to the default, which is based on your Microsoft Office Communicator 2007 statu s. Press the Cancel soft key to exit the Change Presence screen without making changes. Away The contact is probably not available. This status is displ[...]

  • Page 41

    Using the Basic Features of Y our Polycom® CX700 IP Phone 3 - 13 Restar ting Y our Phone On rare occasions, you may need to restart your phone. The reasons for this include: • Accepting a new config uration • Accepting new software T o restar t the phone: ¾ Recycle power to the phone. The restart process will begin and is co mplete when the S[...]

  • Page 42

    User Guide Polycom CX 700 IP Phone 3 - 14[...]

  • Page 43

    4 - 1 4 T roubleshooting Y our Polycom ® CX700 IP Phone This chapter presents problems, li kely causes, and corrective actions. Problems are grouped as follows: • Power and Startup • Controls • Access to Screens and Systems • Making and Receiving Calls • Displays • Audio If you still need as sistance, c ontact your system administrator[...]

  • Page 44

    User Guide Polycom CX700 IP Phone 4 - 2 Power and Star tup Symptom Problem Corrective Action There are power issues. The Polycom CX700 IP phone has no power . Do one of the following steps: • V erify that no lights appear on the unit when it is powered up. • If using PoE, verify that PoE is present on that port. Ask your system administrator to[...]

  • Page 45

    T roubleshooting Y our Polycom® CX700 IP Phone 4 - 3 Controls Symptom Problem Corrective Action The dial pad does not work. The dial pad on the Polycom CX700 IP phone does not respond. Do one of the following steps: • Check for a response from other feature keys or from the dial pad. • Place a call to the pho ne from a known working telephone.[...]

  • Page 46

    User Guide Polycom CX700 IP Phone 4 - 4 Access to Screens and Systems Symptom Problem Corrective Action There is no response from key presses. The Polycom CX700 IP phone is not in active state. Do one of the following steps: • Press the keys more slowly . • Check with the syst em administrator to see whether or not the key has been mapped to a [...]

  • Page 47

    T roubleshooting Y our Polycom® CX700 IP Phone 4 - 5 I cannot sign-in to the Polycom CX700 IP phone. I see the "U ser name or password is invalid" error . The Polycom CX700 IP phone is not recognized. Do one of the following steps: • Make sure you user name and password is cor rect. • If you change your password on the phone before t[...]

  • Page 48

    User Guide Polycom CX700 IP Phone 4 - 6 Making and Receiving Calls Symptom Problem Corrective Action There is no dial tone. Power is not correctly applied to the Polycom CX700 IP phone. Do one of the following step s: • Check that the displ ay is illuminated. • Make sure the LAN cable is inserted properly at the rear of the phone (try unpluggin[...]

  • Page 49

    T roubleshooting Y our Polycom® CX700 IP Phone 4 - 7 The phone does not ring. Ring setting or volu me is low . Do one of the following steps: • Adjust the ringing level from th e front panel using the volume up/d own keys . • Check same status of handset, headset (if connected) and through the S peake r phone. • V erify that the phone is log[...]

  • Page 50

    User Guide Polycom CX700 IP Phone 4 - 8 Displays Symptom Problem Corrective Action There is no display . The display is incorrect. The display has bad contrast. Power is not correctly applied to the Polycom CX700 IP phone. Do one of the following step s: • Check that the displ ay is illuminated. • Make sure the LAN cable is inserted properly at[...]

  • Page 51

    T roubleshooting Y our Polycom® CX700 IP Phone 4 - 9 Audio Symptom Problem Corrective Action There is no audio on the Polycom CX700 handset earpiece. Y our Microsoft Off ice Communication Server 2007 account may not be configured correctly . Cont act your sys tem adminis trator to ensure your account is co nfigured in Enterprise V oice mode. There[...]

  • Page 52

    User Guide Polycom CX700 IP Phone 4 - 10[...]

  • Page 53

    Safety Notices - 1 Safety Notices Service Agreements Please contact your Polycom Authorized Resell er fo r in formation about service agreements appl icable to your product. Governing Law This Limited Warranty and Limitation of Liability shall be govern ed by the laws of the Sta t e of California, U.S.A., and by the laws of the United States, exclu[...]

  • Page 54

    User Guide Polycom CX700 IP Phone Safety Notices - 2 Polycom Limited W arranty and Limitation Liability LIMITED W ARRANTY . Polycom warrants to the end user (“Custo mer”) that this product is ex pected to be free from defects in workmanship and materials, under normal use and service, for on e ye ar fro m th e da t e of purchase from Polycom or[...]

  • Page 55

    Safety Notices Safety Notices - 3 Safety and Compliance Usage and Cleaning • Use in accordance with these instructions. • Do not use near any heat sources. • Only use attachme nts/accessor ies specified by Polycom. • Clean only with dry cloth. Operating Env ironment This device is rated as a commercial product for operation at +41ºF (+5 º[...]

  • Page 56

    User Guide Polycom CX700 IP Phone Safety Notices - 4[...]

  • Page 57

    Index – 1 Index A adding contacts 2–10 answering calls 3–3 assembling your phone 1–3 B base adjusting 1–5 C call lists 2–8 types of 2–8 calls ending 3–5 on hold 3–6 with handsets 3–3 with headsets 3–3 changing passwords 2–6 changing PINs 2–7 changing presence 3–10 conferences, setting up 3–6 contact directory 2–10 D [...]

  • Page 58

    User Guide Polycom CX700 IP Phone Index – 2 Polycom CX700 adjusting base 1–5 adjusting displa y brightness 2–5 adjusting volume 3–5 answering calls 3–3 assembling 1–3 basic features 3–1 call lists, typ es of 2–8 calls, on hold 3–6 changing passwords 2–6 changing PINs 2–7 contact directory 2–10 customizing 2–1 ending calls [...]