Polycom CX500 Lync Edition User manual

March 2014 |1725-44328-001/C

User Guide

Polycom®CX500/CX600/CX3000 IP

Phone

Microsoft®Lync™Phone Edition

Polycom, Inc.

6001 America Center Drive

San Jose CA 95002

USA

No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for

any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating

into another language or format.

As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software

contained within its products. The software is protected by United States copyright laws and international treaty

provision. Therefore, you must treat the software like any other copyrighted material (e.g., a book or sound recording).

Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not responsible

for printing or clerical errors. Information in this document is subject to change without notice.

Trademark Information

POLYCOM®and the names and marks associated with Polycom's 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 the property of their respective owners.

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.

Polycom, Inc. 3

Contents

Use the Polycom CX500/600/3000 IP Phones Lync Phone Edition . . . . . . . . . . . 4

Sign Into Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Sign In Using Microsoft Lync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Sign In Using a PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Make a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Use Call Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Manage Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Manage Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Initiate a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

View a Contact Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Change Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

View Call Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Check Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Join a Meeting from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Access Phone Settings and Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Reset Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Polycom, Inc. 4

Use the Polycom CX500/600/3000 IP

Phones Lync Phone Edition

The Polycom®CX500/600/3000 IP phones Microsoft®Lync™Phone Edition use Voice over Internet Protocol

(VoIP) technology to provide many features not available on a traditional phone. For example, you can view

call logs, join meetings, and change your status on your phone.

This guide explains how to use the Lync Phone Edition with the following phones:

●CX500 IP Phone

For more information, see the CX500 Support Page on Polycom Voice Support

●CX600 IP Phone

For more information, see the CX600 Support Page on Polycom Voice Support

●CX3000 IP Conference Phone

For more information, see the CX3000 Support Page on Polycom Voice Support

The following sections discuss how to use the CX500/600/3000 IP phones:

●Sign Into Your Phone

●Make a Call

●Use Call Controls

●Manage Incoming Calls

●Manage Multiple Calls

●Initiate a Conference Call

●Transfer a Call

●View a Contact Card

●Change Your Status

●View Call Logs

●Check Voice Mail

●Join a Meeting from the Calendar

●Access Phone Settings and Help

●Reset Your Phone

Sign Into Your Phone

Make sure Lync is installed on your computer to simplify the phone’s sign-in process and to make and

receive calls from your computer when connected to your phone using a USB cable. For more information

on the Lync sign-in process, see the section Sign In Using Microsoft Lync.

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If you do not have Lync installed on your computer, you can sign in to your phone using a personal

identification number (PIN). Note that you will have limited access to certain features, such as voice mail,

calendar, and call logs, as well as reduced functionality when you sign in using a PIN. For more information

on the PIN sign-in process, see the section Sign In Using a PIN.

If Lync is installed on your computer, you can connect your phone to your computer and sign in on your

phone using Lync.

To sign in using Microsoft Lync:

1Connect your phone to your computer using the USB cable.

The following figure shows the Desk Phone Setup screen that displays on your phone at startup and

shows how to connect your phone to your computer.

2Sign in to Lync client on your computer.

If you use Lync with Office 365, type in your user name as [email protected] (for example,

[email protected]). If not, type your user name as domain\username (for example, contoso\bobk).

The sign-in process starts, and the following screen displays on your phone.

Note

Set your Lync Edition Phone as your primary audio device in Lync client

If you have configured Lync to use another audio device as your primary audio

device, for example a headset, you need to change the selected device in Lync. In

Lync client on your computer, click Options > Tools > Audio Device Settings, and

select Lync Phone Edition as your audio device.

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If Lync is not installed on your computer, you can create a PIN and sign in to your phone.

To sign in on your phone using a PIN:

1On the Welcome screen, select No if you do not have the phone connected to a computer

2Enter your phone number or extension, and select Done, as shown next.

Make a Call

In addition to the standard way of making a phone call (by picking up the handset and dialing a number),

you can make calls in the following ways:

●Call from the Contacts screen on your phone

●Call by searching for a contact using the keypad

●Call from Microsoft Lync on your computer

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To call from the Contacts screen on your phone:

1From your phone’s Home screen, select the Contacts icon.

2From the Contact Groups screen, select the group of your contact.

3Use the up and down arrow keys on the phone to select the contact, and select Call.

To call by searching for a contact using the keypad:

1Press the numbers on the phone keypad that correspond to the contact name or the phone

extension.

For example, to find ‘Tony Smith,’ begin pressing 8669*76484, where ‘*’ is the space between the first

and last name.

2When you find the contact you want to call, select Call.

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To call from Microsoft Lync on your computer:

1In the Lync client, click Group, and click the group of the contact.

2Click the Call button next to the contact you want to call.

Make sure your phone is connected to your computer when trying to make calls from Lync.

Use Call Controls

You can control call functions on your phone using the speakerphone, headset, mute, or volume keys. Note

that some of the buttons and features described in this section may not apply to your phone.

Use the buttons on the phone console to do the following:

●To enable or disable the speakerphone during calls, press .

If you adjust the speakerphone volume during a call, the volume setting is retained for all subsequent

calls that use the speakerphone.

●To adjust the volume of the handset, speakerphone, headset speaker, and ringer if not in a call, press

●To mute local audio during calls so that others cannot hear you, press .

You can also mute the audio from participants in a conference call on your phone.

Connect your phone to your computer to receive audio

You must have your phone connected to your computer to receive audio through

the handset, headset, or speakerphone.

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To mute the audio of participants in a conference call:

»From the In Call screen, select Menu > Mute Audience.

Manage Incoming Calls

When you receive an incoming call, you can either answer the call or redirect the call to your voice mail.

To manage an incoming call:

»From the Incoming call screen, do one of the following:

To answer the call, select Answer or pick up the handset.

To send the caller directly to your voice mail, select To Voice Mail.

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Manage Multiple Calls

When you’re in a call, you’ll see several call controls that you can use to manage multiple calls.

To place a call on hold:

»From the In Call screen, select Hold, as shown next.

To answer an incoming when you’re in an active call:

»From the Incoming call screen, select Answer, as shown next. Your active call is placed on hold and

your second call is answered.

To switch between calls:

1Press the Home button on the phone, and select Active Call.

Microsoft Lync CU 7 update required for Music on Hold

Your phone requires the Microsoft Lync CU7 update to support the Music on Hold

feature. Contact your Lync administrator to enable this option. (The administrator

will need to apply the following command to the Lync server:

set-CsClientPolicy

-identity Global -EnableClientMusicOnHold $true

Once enabled, you will see that option enabled on the Lync client.

When you put a call on hold, the other end will hear the configured music. You can

change the music they hear using the Lync client.

For more information, see the forum Music on Hold (MoH) Lync Phone Edition on

Lync TechCenter Forums.

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