Polycom CX500 Lync Edition User manual

March 2013 |1725-44328-001 Rev.B

Polycom®

CX500/CX600/CX3000 IP Phone

User Guide

Microsoft®Lync™Edition

Polycom®CX500/CX600/CX3000 IP Phone User Guide

ii Polycom, Inc.

Trademark Information

POLYCOM®, the Polycom logo 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 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.

Patent Information

The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications

held by Polycom, Inc.

Polycom, Inc.

4750 Willow Road

Pleasanton, CA 94588-2708

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.

This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet

Web site references, may change without notice. You bear the risk of using it.

Contents

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Contents

Polycom®CX500/CX600/CX3000 IP Phone User Guide . . . 1

Sign Into Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Make a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

View a Contact Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Receive a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Change Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Use Call Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

View Call Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Check Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Manage Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Escalate a Call to a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Join a Meeting from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Access Phone Settings and Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Reset Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Polycom®CX500/CX600/CX3000 IP Phone User Guide

iv Polycom, Inc.

Polycom, Inc. 1

Polycom®CX500/CX600/CX3000

IP Phone User Guide

Welcome to the new world of Microsoft®Lync™Phone Edition

communications software. With Lync Phone Edition, you have voice

communication capabilities not available with your traditional phone. For

example, with Lync Phone Edition, you can view call logs, join meetings, and

make Voice over Internet Protocol (VoIP) calls. In short, you can do everything

that you can do today with your regular phone, and more.

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

•Polycom®CX500 IP Common Area/Lobby Phone

For more information about this phone, see

http://www.polycom.com/support/voice/cx/communicator_cx500.ht

•Polycom®CX600 IP Knowledge/Information Worker Phone

For more information about this phone, see

http://www.polycom.com/support/voice/cx/communicator_cx600.ht

•Polycom®CX3000 IP Conference Phone

For more information about this phone, see

http://www.polycom.com/support/voice/cx/cx3000.html

In this guide, you’ll learn to use your phone to:

•Sign Into Your Phone

•Make a Call

•View a Contact Card

•Receive a Call

•Change Your Status

•Use Call Controls

•View Call Logs

•Check Voice Mail

•Manage Multiple Calls

•Escalate a Call to a Conference Call

•Transfer a Call

•Join a Meeting from the Calendar

Polycom®CX500/CX600/CX3000 IP Phone User Guide

2Polycom, Inc.

•Access Phone Settings and Help

•Reset Your Phone

Sign Into Your Phone

If Lync is installed on your computer, you can simplify the phone sign-in

process and make and receive Lync Phone Edition calls from your computer

by using the USB cable to connect your phone to your computer. See Sign In

Using Microsoft Lync.

If you do not have Lync installed on your computer, you can sign in to Lync

Phone Edition by using a sign-in personal identification number (PIN).

However, you will have limited access to certain features, such as voice mail,

calendar, and call logs, as well as reduced functionality. See Sign In Using a

PIN.

If Lync is installed on your computer, connect your phone to your computer

as shown next (this screen displays on your phone).

The connection is detected and you are prompted for your user name and

password on your computer.

If you use Lync with Office 365, type in your user name as

[email protected] (for example, [email protected]). If you don't use

Office 365, type your user name as domain\username (for example,

contoso\bobk).

Sign Into Your Phone

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The sign-in process starts. The following screens displays on your phone.

You must create a PIN if Lync is not installed on your computer.

To sign in on your phone:

1If you do not have a computer connected to the phone, from the Welcome

screen, select No.

Note

If you have already configured Lync to use another audio device, for example a

headset, you must change the selected device in Lync. On your computer, open

Lync, and, on the lower left part of the Lync main window, click the Primary Device

icon, click Audio Device Settings, and then select Lync Phone Edition as your

audio device.

Polycom®CX500/CX600/CX3000 IP Phone User Guide

4Polycom, Inc.

2Enter your phone number or extension, and then select Next.

For example, enter “12345” twice.

Make a Call

In addition to the standard way of making a phone call (by picking up the

handset and dialing), you can make calls as follows:

•Calling from the Contacts screen on your phone

•Calling by searching for a contact using the keypad

•Calling from Microsoft Lync on your computer

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 your contact is in.

If your phone is locked, you must unlock it before you can make a call. To unlock it,

select Unlock.

Press and hold the 0 key to dial a plus (+) sign when making international calls.

Make a Call

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

then 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.

To call from Microsoft Lync on your computer:

1Open Lync on your computer. In the Microsoft Lync main window, click

Group, and then click the group the contact is in.

Make sure the optional USB cable that connects the phone to your

computer is installed.

Polycom®CX500/CX600/CX3000 IP Phone User Guide

6Polycom, Inc.

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

View a Contact Card

A contact card provides details about a contact’s availability and presence.

Depending on the access level that a contact grants you, you may see the

contact’s phone numbers, schedule information, the phone number of the

most recent call, and a personal note if the contact has written one.

To view a contact card:

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

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