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Polycom, Inc. 1
USER GUIDE
Polycom
®
CX5500 Unified Conference Station for
Microsoft
®
Lync
Software 1.1.0 | May 2014 | 3725-67893-001 Rev A
Polycom CX5500 Unified Conference 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 into
another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose,
without the express written permission of Polycom, Inc.
6001 America Center Drive
San Jose, CA 95002
USA
Polycom®, the Polycom logo and the names and marks associated with Polycom products are trademarks and/or
service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other
countries. All other trademarks are property of their respective owners. No portion hereof may be reproduced or
transmitted in any form or by any means, for any purpose other than the recipient's personal use, without the express
written permission of Polycom.
Java is a registered trademark of Oracle America, Inc.,
and/or
its
affiliates.
End User License Agreement By installing, copying, or otherwise using this product, you acknowledge that you
have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for
this product.
Patent Information The accompanying product may be protected by one or more U.S. and foreign patents and/or
pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product This product may contain open source software. You may receive
the open source software from 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.
Disclaimer While Polycom uses reasonable efforts to include accurate and up-to-date information in this document,
Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for
any typographical or other errors or omissions in the content of this document.
Limitation of Liability Polycom and/or its respective suppliers make no representations about the suitability of the
information contained in this document for any purpose. Information is provided “as is” without warranty of any kind
and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event
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other damages whatsoever (including without limitation, damages for loss of business profits, business interruption,
or loss of business information), even if Polycom has been advised of the possibility of such damages.
Customer Feedback We are striving to improve our documentation quality and we appreciate your feedback. Email
your opinions and comments to DocumentationFeedback@polycom.com.
Visit the Polycom Support Center for End User License Agreements, software downloads, product documents,
product licenses, troubleshooting tips, service requests, and more.
Polycom, Inc. 3
Contents
About This Guide .......................................................................................................... 6
Who Should Read this Guide? .............................................................................................. 6
Conventions Used in this Guide ........................................................................................... 6
Terms and Writing Conventions ......................................................................................................... 6
Information Elements .......................................................................................................................... 7
Typographic Conventions ................................................................................................................... 8
Get Help and Support Resources ......................................................................................... 9
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 ........................................................................................................ 13
Connect the CX5500 System to a Computer ..................................................................... 14
Access the Web Configuration Utility ................................................................................ 15
Sign in to the CX5500 System with Lync ........................................................................... 15
Best Practices for Effective Camera Tracking ................................................................... 16
Use the CX5500 System with Microsoft Lync ........................................................... 17
Place a Video Call................................................................................................................. 17
Answer a Video Call ............................................................................................................. 17
Hang Up a Call ...................................................................................................................... 18
Adjust Audio and Video ....................................................................................................... 18
Use the CX5500 System as a Conference Phone ..................................................... 19
Navigate Phone Views ......................................................................................................... 19
Home View ....................................................................................................................................... 20
Lines View ........................................................................................................................................ 22
Active Call View ................................................................................................................................ 23
Calls View ......................................................................................................................................... 24
Understand Phone Icons and Status Indicators ............................................................... 25
Navigate Your Phone’s Interface ........................................................................................ 26
Enter Data and Update Fields ............................................................................................. 27
Use the Onscreen Keyboard ............................................................................................................ 28
Clean the Touchscreen ........................................................................................................ 30
Manage Calls on Your Phone .............................................................................................. 30
Place and End Calls ......................................................................................................................... 30
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide
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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................................................................................................................... 45
Hold and Resume Conference Calls ................................................................................................ 45
End Conference Calls ....................................................................................................................... 46
Split Conference Calls into Two Held Calls ...................................................................................... 46
Manage Conference Call Participants .............................................................................................. 46
Manage Contacts and Directories ...................................................................................... 48
Use Your Contact Directory .............................................................................................................. 48
Manage Favorites ............................................................................................................................. 51
Work with a Corporate Directory ...................................................................................................... 53
Listen to Voicemail............................................................................................................... 55
View Recent Calls................................................................................................................. 56
Control Audio and Volume .................................................................................................. 57
Change the Speaker and Ringer Volume ......................................................................................... 58
Update the Incoming Call Ringtone .................................................................................................. 58
Update a Contact’s Ringtone ............................................................................................................ 58
Mute the Microphone ........................................................................................................................ 59
Work with Shared Lines ....................................................................................................... 59
Use Advanced Features .............................................................................................. 61
Use the Contact List............................................................................................................. 61
Update Your Status .......................................................................................................................... 61
Manage Your Contact List ................................................................................................................ 62
View Lync Contacts’ Presence Status .............................................................................................. 63
Integrate with Microsoft Lync Server ................................................................................. 65
Broadcast Messages Using Group Paging ........................................................................ 65
Group Paging Mode .......................................................................................................................... 65
Use the Calendar .................................................................................................................. 68
Open and Close the Calendar .......................................................................................................... 69
Navigate Month View ........................................................................................................................ 70
Navigate Day View ........................................................................................................................... 70
Navigate Meeting View ..................................................................................................................... 71
Work with Meeting Reminders .......................................................................................................... 72
Join Meetings from the Calendar ...................................................................................................... 73
Log in to a Phone ................................................................................................................. 74
Log In and Out of a Phone ............................................................................................................... 74
Place Calls from Phones That Are in the Logged-Out State ............................................................ 75
Change Your Password .................................................................................................................... 75
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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 .......................................................................................... 78
Change the Language on Your Phone ............................................................................................. 78
Change the Time and Date Display .................................................................................................. 79
Change the Backlight ........................................................................................................................ 79
Change the Background Picture ....................................................................................................... 80
Use Power-Saving Mode ...................................................................................................... 81
Change Your Office Hours................................................................................................................ 82
Change Timeouts ............................................................................................................................. 82
Administrative Tasks .................................................................................................. 84
Investigate Phone Warnings ............................................................................................... 84
Restart the Phone................................................................................................................. 84
Update Phone Configuration ............................................................................................... 85
Test Phone Hardware ........................................................................................................... 85
Troubleshoot Issues ................................................................................................... 86
Get Help ....................................................................................................................... 87
Polycom and Partner Resources ........................................................................................ 87
The Polycom Community .................................................................................................... 88
Copyright, Safety, and Regulatory Notices ............................................................... 89
Service Agreements ......................................................................................................................... 89
Governing Law .................................................................................................................................. 89
Limitations of Liability ........................................................................................................................ 89
Polycom Limited Warranty and Limitation Liability ........................................................................... 89
Exclusions ......................................................................................................................................... 90
Warranty Exclusive ........................................................................................................................... 90
Safety, Compliance, and Disposal Information ................................................................................ 90
Polycom, Inc. 6
About This Guide
This user guide uses a number of conventions that can help you understand specific information and
perform tasks.
Who Should Read this Guide?
This guide contains an overview of information that is useful whether you are just starting to learn about
your Polycom
®
CX5500 Unified Conference Station for Microsoft
®
Lync
or have experience and need a
quick refresher. This guide is intended for beginning, intermediate, and advanced users who want to learn
about the device’s features.
Conventions Used in this Guide
This user guide contains terms, graphical elements, and a few typographic conventions. Familiarizing
yourself with these terms, elements, and conventions can help you successfully perform tasks.
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.
Press This action refers to pressing a screen item for a second or two.
Press and hold When you press and hold a screen item, touch the screen for a second or two
before lifting your finger.
Tap Submenu > Submenu > Submenu This convention describes how to access submenus.
Each submenu name is in boldface and separated by a ‘greater than’ symbol. If the instructions
indicate to tap Basic > Preferences > Language, tap the Basic submenu, tap the Preferences
submenu, and tap the Language submenu.
Highlight This action refers to tapping an item on the screen so that the item’s appearance
brightens. Soft keys apply to highlighted items.
Select This refers to tapping an item on the screen so that another screen opens.
Views A view is a specific screen on the phone interface that provides unique information and
enables you to perform specific tasks. Your phone has four main views: Home, Calls, Active Call,
and Lines.
Dialpad The dialpad is the area of the keypad you use to enter numbers and characters. The
dialpad consists of the number, the asterisk (*), and pound (#) keys.
Scroll This action describes how to view lists that appear on more than one screen. To scroll
through items or lists, touch the screen, and drag your finger up, down, left, or right. To stop
scrolling, stop the dragging motion.
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Swipe When you want to scroll quickly, swipe your finger across the screen, either up, down, left,
or right. To stop your screen from scrolling, press your finger anywhere on the screen. Touching
the screen while it scrolls does not select anything. 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 .
Option An option is one of a series of items you can select for a setting, such as Enable or
Disable.
Held call This term describes any call that is on hold.
Active call This term refers to any current call, including conference calls.
Soft key This term describes the context-sensitive keys that display along the bottom of the
screenthe soft key areaand that update depending on the task you are performing. To view
additional soft keys, if additional soft keys are available, tap the More soft key. The More soft key is
always on the far-right of the soft key area, as displayed in the next figure.
Soft key area The soft key area displays context sensitive soft keys along the bottom of the
screen, as shown above.
Status bar The status bar, displayed in the following figures, is the top-most part of the
touchscreen. The status bar displays the time and date and scrolling messages under the time
display. The information that displays on the left of the status bar depends on what view you are in.
From Home view, your line number displays. In other views, icons display that you can tap to
access messages, recent calls, or view information. Icons can also display to let you know a certain
feature, such as Do Not Disturb, is enabled.
Information Elements
This guide uses the following information elements to highlight important information.
Icons Used in this Guide
Name
Icon
Description
Note
The Note icon highlights information of interest or important information needed
to be successful in accomplishing a procedure or to understand a concept.
Administrator Tip
The Administrator Tip icon highlights techniques, shortcuts, or productivity
related tips.
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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
The Warning icon highlights an action you must perform (or avoid) to prevent
issues that may cause you to lose information or your configuration setup,
and/or affect device or network performance.
Web Info
The Web Info icon highlights supplementary information available online such
as documents or downloads on support.polycom.com or other locations.
Timesaver
The Timesaver icon highlights a faster or alternative method for accomplishing
a method or operation.
Power Tip
The Power Tip icon highlights faster, alternative procedures for advanced
administrators already familiar with the techniques being discussed.
Troubleshooting
The Troubleshooting icon highlights information that may help you solve a
relevant problem or to refer you to other relevant troubleshooting resources.
Settings
The Settings icon highlights settings you may need to choose for a specific
behavior, to enable a specific feature, or to access customization options.
Typographic Conventions
A few typographic conventions, listed next, are used in this guide to distinguish types of in-text
information.
Typographic Conventions
Convention
Description
Bold
Highlights interface items such as menus, soft keys, file names, and directories.
Also used to represent menu selections and text you enter.
Italics
Used to emphasize text, to show example values or inputs, and to show titles of
reference documents available from the Polycom Support Web site and other
reference sites.
Blue Text
Used for cross references to other sections within this document and for hyperlinks
to external sites and documents.
Courier
Used for code fragments and parameter names.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide
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Get Help and Support Resources
This guide includes a Get Help section where you can find links to Polycom product and support sites and
partner sites. You can also find information about The Polycom Community, which provides access to
discussion forums you can use to discuss hardware, software, and partner solution topics with your
colleagues. 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. You can view top blog posts and participate in threads
on any number of recent topics.
Polycom, Inc. 10
Get Started
You can make a variety of call types using the Polycom CX5500 system, as discussed in the following
sections, which also introduce the CX5500 system’s hardware and how to connect, configure, and sign in
using your system. This section also includes best practices for effective camera tracking.
As you read this guide, keep in mind that many features are enabled or disabled by your system
administrator. Your system might look different from the examples shown in this guide, and all of the
features described in this guide may not be available to you. In addition, your network environment can
also limit the number of features available to you.
About the Polycom CX5500 Unified Conference
Station
You can use the Polycom CX5500 Unified Conference Station to make the following types of calls:
Audio and video calls made using Microsoft
®
Lync
. When your CX5500 system is connected to a
computer running Lync client, the system provides a 360-degree view of the conference room and
automatically identifies the active speaker.
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. Note that you cannot control calls made in Lync client on the CX5500
system.
Use the CX5500 System with Microsoft Lync Client
When you connect the CX5500 system to a computer running Lync client, you can access the
collaboration capabilities of Microsoft Lync voice, video, and content while automatically tracking the flow
of conversation. The CX5500 system provides integrated cameras, a speaker, and microphones on one
device. When the system is connected to a computer using a USB cable and port, you can place, answer,
and control Microsoft Lync audio and video calls on the CX5500 system.
During a call, the integrated cameras capture the entire panoramic view of your conference room, and the
integrated microphones capture the voices of participants at every location around the table. The system
also automatically shows the person who is speaking during a call, along with a 360-degree view of the
other participants in the room.
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide
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The following illustration demonstrates how the panoramic video and microphones on CX5500 system
works during a conference call when connected to a computer.
How the CX5500 system works during conference calls
Use the CX5500 System as a Conference Phone
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
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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
Feature
Description
1
Camera cover
2
Cameras
3
Active video indicator
4
Microphones
5
Speaker
6
Microphone mute buttons and status indicators
7
USB 3.0 Type B connection to computer
8
USB 2.0 connector for USB thumb drive
9
Touch screen
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide
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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. See
the figure Polycom CX5500 system for the location of the microphone and active video indicators. The
following tables describe the microphone and active video indicator lights used on the CX5500 system.
Microphone Indicator Lights
Microphone Indicator
System State
Off
Not in a call
Green
In call
Green flashing
Ringing
Green slow flashing
System is starting up
Red
In call with microphones muted
Red flashing
Ringing with microphones muted,
call on hold
Green/red flashing
Software update is in progress
Fast blink
Incoming call
Active video indicator lights
Active Video Indicator
System State
Off
Not in a call, no video in a call
Green
In call with active video
Flashing
Privacy cap is closed
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide
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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. The computer you connect to
the system must meet the minimum hardware and software requirements shown in the following table.
Minimum hardware and software requirements for the connected computer
Category
Requirements
Windows
Windows 8.1 (32-bit or 64-bit)
Windows 8 (32-bit or 64-bit)
Windows 7 (32-bit or 64-bit)
Desktop Client
Microsoft Lync 2013 (recommended)
Microsoft Lync 2010
Processor
Basic Video Transmit
2.0 GHz or higher
HD Transmit
Quad cores, 2.0 GHz or higher
For the Lync 2013 client, you can find detailed system requirements on the
Lync Client Software Support page on Microsoft Lync Tech Center.
For the Lync 2010 client, you can find detailed system requirements on the
Microsoft Lync 2010 System Requirements page on Microsoft Lync Tech
Center.
RAM
2 GB
Hard drive space
1.5 GB
Video card
Minimum 128 MB RAM with support for full hardware acceleration
Monitor
Minimum 1024 x 768
USB connector
A USB 3.0 port is required for 1080p calling. Connecting the system to a
USB 2.0 or USB 1.0 port can result in reduced performance.
Note: If you see a message indicating that your system can run faster when
you connect the CX5500, the system is connected by USB 2.0.
Note: Third-party extension cables
If you use a third-party USB extension cable to increase the distance between the CX5500
system and the PC, be aware that most extension cables limit the data rate or provide only
USB 2.0 performance, even when plugged into a USB 3.0 port.
When you connect the CX5500 to your computer using a USB 2.0 port, a warning message
stating that your system can run faster displays.
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Access the Web Configuration Utility
You can update phone settings from your phone using the phone’s menu commands or update settings
remotely with the Polycom Web Configuration Utility. The Web Configuration Utility enables you to view
and configure phone behavior from a computer using a web browser. The utility provides a browser-
friendly view of your phone’s current settings and enables you to perform many of the same updates from
your computer that you can perform using your phone’s menu system.
You can access the utility using any compatible web browser installed on a computer that resides on the
same network as your phone. Before you begin, you need to know the IP address of your phone and the
user password to log in to the utility.
Web Info: Information on using the Web Configuration Utility
For detailed information on accessing, navigating, and using the utility, see the Polycom Web
Configuration Utility User Guide.
To find your phone’s IP address:
» From Home view, select Settings > Status > Platform > Phone, and use the arrow keys to
navigate to your phone’s IP address.
To access the Web Configuration Utility for your phone:
1 Launch a web browser from a computer on the same network as your phone.
2 In the address bar of your web Browser, enter the IP address of your phone.
3 Click Enter.
4 From the Web Configuration Utility login screen, select User, and enter the user password. The
default user password is 123.
5 Click Submit.
The Web Configuration Utility Home screen displays.
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. If you are presented with a choice when signing into Lync on your phone, ask your system
administrator which method to use.
To sign into Lync on your CX5500 system:
1 Tap the SignIn soft key or tap and select Settings > Features > Microsoft Lync > SignIn.
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2 Enter your login credentials or your phone extension and a PIN number, as shown next.
A confirmation message displays when your phone successfully signs in to Lync.
Troubleshooting: I can’t sign-in using my login credentials
If you don’t have access to your Lync contacts, or you accidentally lock your account, see your
system administrator.
User Tip: Using strong passwords
Follow your organization’s password policy when entering passwords for your login credentials.
You can use ASCII, Latin, Katakana, and Cyrillic characters in all passwords on Polycom
phones.
To sign out of Lync on your phone:
» Tap the SignOut soft key or select Settings > Features > Microsoft Lync > SignOut.
After you sign out of Lync, you cannot contact or view your Lync contacts. But you can still use
Polycom phone features after you sign out of Lync Server.
Best Practices for Effective Camera Tracking
Follow these best practices to ensure that your Polycom CX5500 system effectively tracks active
speakers and participants during conference calls.
Make sure no items are placed between your mouth and the microphones. For example, position
your laptop so that it does not block you when you speak.
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.
Avoid standing close to the conference table when speaking. Instead, sit at the table or move away
from the table so the camera can clearly track your movements.
Polycom, Inc. 17
Use the CX5500 System with Microsoft
Lync
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.
Place a Video Call
You can place calls to people and systems in your organization that are registered to the Directory
Service.
To place a video call:
1 In Microsoft Lync, do one of the following:
Click and scroll to the contact you want to call.
Start typing a name in the search box and click . As you type, the system finds matching
names.
Click and choose a name from your Recent Calls.
2 Click a name to select it.
3 Click to start a video call.
To invite others to join a conference:
» From a conversation window in Microsoft Lync, do one of the following:
Click and click Invite More People. Find the person you want and click OK.
Drag a contact from your contacts list into the conversation window.
Answer a Video Call
When you receive a call, you see a call notification that tells you who is calling.
To answer a call:
» In the incoming call notification, do one of the following:
Click Accept to join the call.
Click Redirect > Reply with an Instant Message to send a message to the caller.
To refuse a call:
» In the incoming call notification, do one of the following:
Click Decline.
Click Ignore to refuse the call.
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Hang Up a Call
Hanging up a call with another person automatically disconnects the other person. When you hang up
from a conversation that includes multiple participants, the other participants remain connected.
To hang up a call:
» In Microsoft Lync, click .
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.
To adjust the volume:
» Do one of the following:
Touch or on the base of the tabletop unit.
Click in your Windows tray and use the slider control
To mute the microphone:
» On the base of the system, touch . The microphone indicators on the base of the tabletop unit
are red when the system is muted: .
Note: Muting audio using Lync
You can also mute the system’s audio using the Mute button in the Lync client. However, if you
are using a version of Lync 2013 or 2010 without the 2014 updates, muting the system in this
way does not update the indicator lights on the tabletop unit.
To mute the video:
» Lower the privacy cap on the tabletop unit.
The active video indicator flashes green to indicate that the system is not sending video to the far
end.
Polycom, Inc. 19
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. You cannot control video features and capabilities on the system.
The following sections discuss how to use the CX5500 system as a conference phone:
Navigate Phone Views
Understand Phone Icons and Status Indicators
Navigate Your Phone’s Interface
Enter Data and Update Fields
Clean the Touchscreen
Manage Calls on Your Phone
Dial into Conference Calls
Manage Conference Calls
Manage Contacts and Directories
Listen to Voicemail
View Recent Calls
Control Audio and Volume
Work with Shared Lines
Navigate Phone Views
Your device has four main views: Home, Calls, Active Call, and Lines. Home view displays the menu
options available on the system. Calls and Active Call views display recent call history and active calls on
the system. Lines view displays the line keys or favorites configured on the system. You can see all the
phone views from the other main views; however, you can see Active Call view only when there is an
active call on your phone.
To switch among views:
» Do one of the following:
To switch to Home view from any view, tap at the top of the screen.
From Home view, tap on the screen to switch to Lines View.
To switch between Lines view and Calls view, swipe the screen to the right or left.
During an active call, tap to view either Calls, Home, or Lines view. Tap again to view
Active Calls view from the other phone views.
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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. If your device
has multiple calls, or one held call, you can access Home, Lines, Calls, and Active Call view.
Home View
Home view displays automatically when your phone is idle, and you can display Home view from other
phone views by tapping . Home view displays your phone’s line and home icons you can tap to access
features, settings, and information. At the bottom of Home view is a page indicator that shows you the
number of pages available in Home view. You can also press and hold the Page Indicator to control how
many icons display in Home view. The next figure shows the phone line, icons, and Page Indicator that
display in Home view.
Home view
While in Home view, you can navigate to other icons in several ways:
Swipe the screen right to left to view additional icons available in Home view.
Press and hold the page indicator to display all of the home icons on one page in Home view.
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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.
Messages Provides access to your voicemail.
Directories Accesses your Contact Directory and Recent Calls list. Tap Directories to access a
Corporate Directory, Lync Directory, and a Buddy Status List, if available on your phone.
Forward Displays the call-forwarding settings.
DND Enables and disables Do Not Disturb (DND). When DND is enabled, your phone does not
ring and incoming calls are forwarded to voice mail.
Settings Accesses the phone’s basic and advanced features and settings menus.
Calendar (Optional) Displays a calendar with your meeting details. Using the Calendar feature,
you can join meetings directly from your phone.
You can also view additional phone lines and favorites in Home view, as shown in the next figure.
Lines and favorites from Home view
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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.
Lines View
In Lines view, you can view your phone lines, your favorites, and soft keys. The following figure shows the
phone line, favorites, and soft key area that display in Lines view.
Lines view
To display Lines view:
» From Home view, tap .
You can perform the following tasks in Lines view:
Tap a phone line to access the dialer.
Tap a favorite to call that contact instantly.
Tap New Call to access the dialer.
Tap Forward to access the call forwarding settings.
Tap DND to enable Do Not Disturb.
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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. The
following figures display an active and held call on phone lines in Lines view.
Active and held calls in Lines view
To display all your calls:
» Press and hold the phone line or swipe the screen left to right.
A list of calls for that line displays in Calls view.
Active Call View
You can access Active Call view when an active call is in progress on your phone. Active Call view
displays automatically when you answer an incoming call or when you place an outgoing call.
To view Active Call view:
» Do one of the following:
From Home view, tap or tap in the status bar.
From Lines view, swipe the screen right to left.
In Active Call view, you can see the name and number of your contact and the duration of the call. You
can also hold, end, or transfer the call, or initiate a conference call. The following figure displays an active
call and the soft keys that display in Active Call view.
An active call and soft keys in Active Call view
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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.
An active call, an incoming call, and a held call in Calls view
To display Calls view:
» Do one of the following:
From Home view, tap , or tap in the status bar.
In Lines view, swipe the screen to the right or left.
You can scroll the screen right to left to view all active, held, and incoming calls on your line. If your
phone has multiple lines, you can view the calls for each line by tapping the line in Calls view.
In Calls view, call status is indicated using several colors. A highlighted call is either bright green or bright
blue and indicates that you have selected an active or held call. When you tap an active call, the call is
highlighted in bright green, and when you tap a held call, the call is highlighted in bright blue. The soft
keys that display in the soft key area apply to the highlighted call.
The following colors indicate a call’s status:
Dark green Active call
Dark blue Incoming and held calls
Bright green Active call is highlighted
Bright blue Incoming or held call is highlighted
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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. The next figures show the icons that display in the status bar in Home and other views.
Status bar in Home and other views
The following table displays icons and indicators that show the status of your device, an enabled feature,
or a call or contact’s status. You can tap certain icons to access information or enable features.
Phone icons and status indicators
Icon
Description
Icon
Description
Registered line
Status indicators in Lines view: a flashing
red bar indicates held calls, and a green bar
indicates an active call
Unregistered line
Do Not Disturb enabled
Placing a call
Phone warning
Active call using Polycom HD
Voice
Login credentials invalid
Held call
Shared line
Incoming call in Lines view
Shared line with a held call
Incoming call in Call view
Tap to access messages
Active conference
Presence status (Available)
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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)
Tap to access Home view and
other views
Navigate Your Phone’s Interface
The following table shows you how to navigate your phone’s screens, perform tasks, and select and
highlight options.
Navigating your phone interface
Task
Action
Return to Home view from any screen.
Tap .
Return to the previous screen.
Tap .
Switch phone views.
If you are in an active call, tap to switch between
Home view, Lines view and Calls view.
If you are not in an active call, tap to switch
between Home view and Lines view.
If you are in Home view and tap , the Idle screen
displays. Swipe the screen to display Lines view.
Highlight calls in Calls view.
Tap a call to highlight it. The soft keys apply to the
highlighted call.
Select a menu item or option.
Tap the menu item or option.
Close an option box without selecting anything.
Tap .
Select an icon, soft key, menu item, or option.
Tap the icon, soft key, menu item, or option.
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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. Tap More to view the additional soft keys.
Enter Data and Update Fields
You can use the onscreen keyboard to enter information and edit fields. Depending on the type of data
needed for each field, you can choose from options that help you format the information you enter. You
must choose an option before you display the onscreen keyboard.
To change how numbers and text are formatted:
1 Touch the field where you want to enter text.
2 Tap Encoding in the soft key area, and choose one of the following options:
Abc Capitalizes the first letter and uses lower case for the remaining letters
ABC Enters upper case only
abc Enters lower case only
123 Enters numbers only
ASCII Enters standard text
Latin Enters accented characters
Katakana Enters Japanese characters
Unicode Enters characters as double byte
Cyrillic Enters Russian characters
To enter a URL or telephone number in the Contact field:
1 Touch the field where you want to enter a URL or telephone number.
2 Tap Mode in the soft key area, and choose one of the following options:
URL Enters letters, numbers, and characters
Tel Enters numbers
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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.
Manage Incoming Calls
When you receive incoming calls, you can choose to answer the incoming calls, or you can ignore,
forward, divert, or reject incoming calls. You can also configure the system to take specific actions for
managing incoming calls.
Answer Incoming Calls
When you receive an incoming call on your phone, the Incoming Call window displays information about
the call. You can answer the incoming call in the Incoming Call window or from Home and Calls view.
To answer an incoming call:
» Tap Answer in the Incoming Call window.
If your phone is locked, enter your password when prompted.
To answer an incoming call from Home or Calls view:
» Tap Calls from Home view or tap the incoming call listing in the Calls screen, as shown next.
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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.
To answer another incoming call:
» In the Incoming Call window, shown next, tap Answer.
The active call is placed on hold and the new call becomes active.
Incoming Call window
To answer another incoming call from Home view:
1 From Home view, tap Calls to display the Calls screen.
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