Polycom 1725-31402-001 manual

| December 2010 | 1725-31402-001 Rev . C User Guide for the Polycom® CX700 IP Phone Microsoft ® L ync™ 2010 Edition[...]

© 2010 Polycom, Inc. All rights reserved. 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 ano[...]

iii About This Guide Thank you for choosing the Polycom® CX700 IP phone which enables a ne w era in unified communications currently unavailable with traditional desktop phones. Connecting a Polycom CX700 phone to Microsoft ® Lync™ 2010 or to a computer running Microsoft Lync 2010 allows you t o place regular and Voice over Internet Protocol (V[...]

User Guide for the Polycom CX 700 IP Phone iv Major updates have occurred to the fo llowing sections since the previous edition: • Answering Calls on page 3-3 • Hosting Conference Calls on page 3-6 • Transferring Calls on page 3-8 • Forwarding Calls on page 3-10 • Using Voice Mail on page 3-11[...]

v Contents About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii Changes to This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii 1 Getting Started with Your Phone . . . . . . . . . . . . . . . . . . . . 1–1 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

User Guide for the Polycom CX700 IP Phone vi Choosing a Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .[...]

1 - 1 1 Getting Star ted with Y our Phone This chapter provides basi c installation instr uctions and information for obtaining the best performance wi th the Polycom® CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft® Lync™ 2010. The graphic di splay features flexible navigation using its touch scree[...]

User Guide for the 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 • USB cable[...]

Getting Started with Y our Phone 1 - 3 • Quick Start Guide and registration card Check this list be fore installation to en sure that you have received each item. If you are missing any items, c ontact your system administrator. Assembling Y our Phone This section describes how to assemble your Polycom CX700 IP phone: • Connect handset and head[...]

User Guide for the Polycom CX700 IP Phone 1 - 4 Connecting the Phone to the Network 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: >> Plug the supplied network cable between the LAN jack on the back of the phone and an availa[...]

Getting Started with Y our Phone 1 - 5 For more information on logging in, refer to Logging in on Your Phone on page 1-8 . Connecting to Y our Com puter Using a USB Cable You can connect your Polycom CX700 IP phone to your computer using a USB cable. The advantages of this connection include: • Computer sign-in . If you are logged into Microsoft [...]

User Guide for the Polycom CX700 IP Phone 1 - 6 3 Connect the Type B USB connector (fla t end) of the USB cable to your computer. The connection between your Polycom CX700 IP phone and your computer is detected (as shown below). 4 Do one of the following: — Select the Sign in on phone instead soft key to log into your Pol ycom CX700 IP phone. To [...]

Getting Started with Y our Phone 1 - 7 Adjusting the Phone Base T o adjust the base: 1 Push the button on the back of the Po lycom CX700 IP phone to adjust the viewing angle. 2 Select an an gle that be st suits you by moving the base up or down. Features of Y our Phone The features of the Polycom CX700 IP phone are: 1 Graphic Display —Shows infor[...]

User Guide for the Polycom CX700 IP Phone 1 - 8 2 Presence Status Indicator —Indicates your presence state. For more information, refer to Changing Your Presence Info rmation on page 3-12 . 3 Scroll whee l— Navigates up and down the contact list and other elements of the user interface. 4 Select Key —Selects the highlighted information. 5 Hel[...]

Getting Started with Y our Phone 1 - 9 T o log in on the Polycom CX700: 1 After the initial Microsoft Unified Communications introduction screen appears, the setup screen will appear. Follow the instructions for setting up the touch scr een. The Sign In screen appears on the graphic d isplay. 2 Using the graphic display’s soft keyboard, enter the[...]

User Guide for the Polycom CX700 IP Phone 1 - 10 4 Do one of the following steps: — Enter a six digit personal identificati on number (PIN) of your choice using the dial pad, re-enter the same PIN, and then press the OK soft key. For example, enter “123456” twice. — Press the Use fingerprint in stead soft key. The Create Fingerprint ID scre[...]

Getting Started with Y our Phone 1 - 11 — 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 access the Help on t[...]

User Guide for the Polycom CX700 IP Phone 1 - 12[...]

2 - 1 2 Customizing Y our Phone You can customize your Polycom® CX70 0 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 ma nually or from call lists. You can handle incoming calls from differ ent contacts in different ways. This chapter provide[...]

User Guide for the Polycom CX700 IP Phone 2 - 2 • High contrast setting • Text telephone (TTY) setting • Your password • Your PIN or fingerprint ID • User who is currently logged into the phone • 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 y[...]

Customizing Y our Phone 2 - 3 2 Select Date/Time Format , then select your preferred format. 3 Press the OK soft key to save your changes. Changing Location and Time Zone You have control over the location and time zone. T o configure the location and time zone: 1 Press the Settings soft key. 2 Select Location/Time Zo ne , then select your preferre[...]

User Guide for the Polycom CX700 IP Phone 2 - 4 Changing Ring T ones You can select a ring tone for incoming calls. T o select a ring tone: 1 Press the Settings soft key. 2 Select Ring Tones , then selec t your preferred ring tone. To hear the selected ring tone , press the Play soft key. 3 Press the OK soft key to save your changes. Changing Displ[...]

Customizing Y our Phone 2 - 5 2 Select Change Languag e , then select your preferred language. You can choose from Chinese (Simplif ied), Chinese (Tra ditional), Danish, Dutch, English, Finnish, French, Ge rman, Italian, Japan ese, Kor ean, Norwegian, Portuguese (Brazilian ), Russian, Spanish, and Swedish. 3 Press the OK soft key to save your chang[...]

User Guide for the Polycom CX700 IP Phone 2 - 6 2 Select Lock . Your phone is now locked. T o unlock your phone: 1 Press the Unlock soft key. The PIN entry screen appears. 2 Enter your PIN, then press the OK soft key. 3 If you have forgotten your PIN: a Press the Forgot PIN soft key. You are prompted to enter the passwor d that you entered when you[...]

Customizing Y our Phone 2 - 7 Adjusting the V olume T o adjust the volum e on the ringer , handset, and sp eaker: 1 Press the Settings soft key. 2 Select Volume . 3 Using or , select your de sire d level for ringer, handset, and speaker volume. 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Volume screen without mak[...]

User Guide for the Polycom CX700 IP Phone 2 - 8 2 Select Brightness . 3 Using or , select your de sired level. 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Brightness screen without making changes. Enabling High Contrast High contrast color schemes can increase readabil ity by using higher cont rast color combinat[...]

Customizing Y our Phone 2 - 9 3 Press the Enable soft key or the Ca ncel soft key to exit the Hi gh Contrast screen without making changes. Enabling T ext T elephone The Text Telephony (TTY) setting en ables those who are deaf or speech impaired to use the telephone. T o enable TTY on your phone: 1 Press the Settings soft key. 2 Select Text Telepho[...]

User Guide for the Polycom CX700 IP Phone 2 - 10 2 Select Change Password . 3 Enter your old password, then ente r your new password twice. 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 soft key. 2 Select Ch[...]

Customizing Y our Phone 2 - 11 2 Select Switch User . The Sign In screen appears on the graphic d isplay. 3 Using the graphic display’s soft keyboard, enter the following: — The new user’s Microsoft Offi ce Communicator sign-in name — The new user’s network domain and username — The new user’s password For more information, refer to L[...]

User Guide for the Polycom CX700 IP Phone 2 - 12 Choosing a Phone Location The phone location assists emergency responders in locating d istressed callers. T o view or set your phone’ s lo cation: 1 Press the Settings soft key. 2 Select Phone Location . Your location will appear on your phone. 3 Press the OK soft key . Managing Call Lists A call [...]

Customizing Y our Phone 2 - 13 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 Calls , . — To view ca[...]

User Guide for the Polycom CX700 IP Phone 2 - 14 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 [...]

Customizing Y our Phone 2 - 15 Searching For a Contact T o search for a par ticular contact: >> 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 enter Peter , [...]

User Guide for the Polycom CX700 IP Phone 2 - 16[...]

3 - 1 3 Using the Basic Features of Y our Phone Your Polycom® CX700 IP phone is design ed 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 it. Ther e may be[...]

User Guide for the Polycom CX700 IP Phone 3 - 2 If you require additional information or assistance with your new phone, contact your system administrator. Placing Calls 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 cont[...]

Using the Basic Features of Y our Phone 3 - 3 — 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 to press the Call soft key. T o place a call using the speakerphone: >> Do one of the following steps: a With the han[...]

User Guide for the Polycom CX700 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: >> Do one of the following steps: a Pick up the handset. b Press [...]

Using the Basic Features of Y our Phone 3 - 5 Ending Calls T o end a call: >> 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. Redialing Numbers T o redial the last placed ca[...]

User Guide for the Polycom CX700 IP Phone 3 - 6 During a call if you are using the handset, pressing the Volume key adjust s the handset volume. During a call, if you are using the headset, pressing the Volume key adjusts the headset volume. If you press the Volume key when not in call, the ringer volume is adjusted. You can also adjust volume by s[...]

Using the Basic Features of Y our Phone 3 - 7 T o set up a conference: 1 Call the first party. 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: >> Press the EndCall soft key or hang up. Joining Meetings You can view your meetings and join a[...]

User Guide for the Polycom CX700 IP Phone 3 - 8 T o view meetings on your phone: 1 On the left-hand si de of the graphic display, press the Calendar soft key, . T o join meetings on your phone: 1 On the left-hand si de of the graphic display, press the Calendar soft key, . 2 Select the meeting that you want to join, and then press the Join soft key[...]

Using the Basic Features of Y our Phone 3 - 9 T o perform 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[...]

User Guide for the Polycom CX700 IP Phone 3 - 10 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 of the graphic dis[...]

Using the Basic Features of Y our Phone 3 - 11 Dynamic For warding T o for ward an incoming call: >> With the phone ringing, do one of the following steps: a Press the Redirect soft key. Enter a number to forward the incoming call to. b Select To Voice Ma il . Using V oice Mail Your voice mail is saved in a centra lized location and may be ac[...]

User Guide for the Polycom CX700 IP Phone 3 - 12 3 Follow voice or visual prompts on the graphic display to retrieve your messages. T o delete voice messages: 1 Press the Messages soft key. 2 Select the meesage that you want to delete without listening to it, and then press the Delete Voicemail soft ke y. Changing Y our Presence Information Your pr[...]

Using the Basic Features of Y our Phone 3 - 13 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. This can also be set manually by the user . Busy The contact is available but engaged in another activity . Those activi ties include: •I n a C a[...]

User Guide for the Polycom CX700 IP Phone 3 - 14 3 Press the appropriate soft key. .Press the Cancel soft key to exit the Change Presence screen without making changes. Restar ting Y our Phone On rare occasions, you may need to restart your phone to address problems or to force the sign out of a user who is not present to unlock the phone. T o rest[...]

4 - 1 4 T roubleshooting Y our 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 • Microsoft Lync 2010 If you still need as sistance, c ontact your system administr[...]

User Guide for the 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 administ[...]

T roubleshooting Y our 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. Che ck for display[...]

User Guide for the 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 mapp[...]

T roubleshooting Y our 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 the server attempts [...]

User Guide for the 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 steps: • Check that the displ ay is illuminated. • Make sure the LAN cable is inserted properly at the rear of the phone (try un[...]

T roubleshooting Y our 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 peaker phon e. • V erify that the phone is logged in and register[...]

User Guide for the 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 steps: • Check that the displ ay is illuminated. • Make sure the LAN cable is inserted prop[...]

T roubleshooting Y our Phone 4 - 9 Audio Microsoft L ync 2010 Symptom Problem Corrective Action There is no audio on the Polycom CX700 handset earpiece. Y our Microsoft L ync 2010 Server account may not be configured correctly . Cont act your syste m administr ator to ensure your account is co nfigured in Enterprise V oice mode. There is no audio o[...]

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

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[...]

User Guide for the 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 Po[...]

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[...]

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