Page 3 - Contents
Polycom, Inc. 3 Contents About This Guide .......................................................................................................... 6 Who Should Read this Guide? .............................................................................................. 6 Conventions Used in this...
Page 6 - About This Guide; Who Should Read this Guide?; Terms and Writing Conventions
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 ® CX5...
Page 7 - Information Elements
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 7 ● 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 whi...
Page 9 - Get Help and Support Resources
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 9 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 , w...
Page 10 - Get Started; Use the CX5500 System with Microsoft Lync Client
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 CX5 500 system’s hardware and how to connect, configure, and sign in using your system. This section also includes best practices for ef...
Page 11 - Use the CX5500 System as a Conference Phone
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 11 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 U...
Page 12 - Understand the CX5500 System Hardware
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 12 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 sy...
Page 13 - Understand the Indicator Lights
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 13 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 loc...
Page 14 - Connect the CX5500 System to a Computer
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 14 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 per...
Page 15 - Access the Web Configuration Utility; Sign in to the CX5500 System with Lync
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 15 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 Ut...
Page 16 - To sign out of Lync on your phone:; SignOut; Best Practices for Effective Camera Tracking
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 16 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 lo...
Page 18 - To adjust the volume:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 18 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....
Page 19 - Navigate Phone Views; To switch among views:
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 tha...
Page 20 - Home View
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 20 Troubleshooting: Why c an’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, y...
Page 22 - Lines View
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 22 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 ...
Page 23 - To display all your calls:; Active Call View; To view Active Call view:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 23 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...
Page 24 - Calls View; To display Calls view:; Dark green
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 24 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 Ca...
Page 25 - Understand Phone Icons and Status Indicators
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 25 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 ena...
Page 27 - Enter Data and Update Fields
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 27 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 k...
Page 28 - Use the Onscreen Keyboard; To use the onscreen keyboard:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 28 Use the Onscreen Keyboard You can use the onscreen keyboard to update field information. When a data entry field requires only numbers, the onscreen keyboard displays only numbers. Onscreen keyboard User Tip: Se...
Page 29 - Save
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 29 The character displays in a magnified view on the screen, as displayed next. To enter the character, lift your finger. If you do not want to enter the character, drag and lift your finger. 4 When you finish ente...
Page 30 - Clean the Touchscreen; To clean the touchscreen:; Manage Calls on Your Phone; Place and End Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 30 Clean the Touchscreen The touchscreen requires very little maintenance. Periodically, however, you may need to clean it. To clean the touchscreen: 1 From Home view, tap Settings > Basic > Screen Clean to d...
Page 31 - Call from the Dialer; To display the dialer:; To place a call from the Dialer:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 31 Call from the Dialer The dialer displays a list of previously placed calls, as displayed next. To enter a number, tap one of the dialer entries, or start entering a number. As you enter numbers, the Dialer displ...
Page 32 - Place Calls from Favorites, Recent Call Lists, and Directories
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 32 Place Calls from Favorites, Recent Call Lists, and Directories In addition to the dialer, you can place calls from the Recent Calls list, Favorites list, or your Directory. Or, you can quickly call a favorite fr...
Page 33 - To end an active call:; Manage Active Calls; Hold a Call; Hold
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 33 Redial Numbers To dial the last number you called, open the dialer. The first number in the list is the last call you placed. To redial a number: 1 From the dialer, tap the first number in the list, as shown in ...
Page 34 - Transfer Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 34 To resume a held call: » Do one of the following: From Lines view, tap Resume . If more than one held call is on the line, the last call that you held is resumed. If you have multiple lines and you tap Resume ...
Page 35 - Manage Incoming Calls; Answer Incoming Calls; To answer an incoming call:; To answer an incoming call from Home or Calls view:; Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 35 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 c...
Page 36 - Answer Additional Calls; To answer another incoming call:; Incoming Call; To answer another incoming call from Home view:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 36 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 c...
Page 37 - Answer Calls on a Shared Line; Answer Calls Automatically
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 37 2 Tap the incoming call listing and tap Answer . The active call is placed on hold and the new call becomes active. Answer Calls on a Shared Line If you share a line with another phone, you can answer calls norm...
Page 38 - Redirect Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 38 Mute the microphone for all auto-answered calls so the incoming caller cannot hear your audio when the call is answered. Tap Microphone Mute , and tap Yes . The default setting is Yes. Unmute the microphone ...
Page 39 - Forward Calls to a Contact
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 39 ● Reject calls from a contact. ● Divert calls from a contact. ● Temporarily refuse all calls by enabling Do Not Disturb. Forward Calls to a Contact You can set up your phone to forward all calls to a contact, ev...
Page 40 - Reject Calls from a Contact; Divert Calls from a Contact
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 40 The forwarding icon is displayed in Lines view next to the phone line that has call-forwarding enabled, as shown next. The call-forwarding enabled icon in Lines view To disable call forwarding: 1 From Home view,...
Page 41 - Enable Do Not Disturb
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 41 3 From the contact’s information screen, tap . 4 In the Edit Contact screen, tap Divert Contact , and enter the number of the contact to which you want the calls to go. 5 Tap Auto Divert , and tap Enabled . 6 Ta...
Page 42 - Enable Do Not Disturb on Multiple Lines
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 42 Additionally, the DND icon in Home view changes to , as displayed next. Troubleshooting: Why d oesn’t the DND icon display? When you have set your presence status to Do Not Disturb , as well as enabled DND for y...
Page 43 - Manage Multiple Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 43 Manage Multiple Calls You can manage multiple calls from Lines and Calls view. In Lines view, you can see each line on your phone and how many calls are on each line. A green bar indicates a line with an active ...
Page 44 - Dial in to Conference Calls; To dial in to a conference call:; Manage Conference Calls
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 44 Dial in to Conference Calls The CX5500 system provides an onscreen dialpad where you can enter conference codes when dialing in to conference calls. To dial in to a conference call: 1 In the dialer, enter the co...
Page 48 - Manage Contacts and Directories; Use Your Contact Directory; To view your Contact Directory from Home view:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 48 Manage Contacts and Directories Your Contact Directory, your Favorites list, and the Corporate Directory help you manage and organize the contacts on your phone. Use Your Contact Directory You can store a large ...
Page 51 - Add Contacts from Recent Calls list
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 51 Add Contacts from Recent Calls list You can automatically save a recent caller to your directory from the Recent Calls list. To add recent callers to your Contact Directory: 1 From your Recent Calls list, tap ne...
Page 55 - Listen to Voicemail
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 55 Listen to Voicemail Your phone indicates when you have new voicemail messages in the several ways. A message counter indicating the number of messages you have displays on the Messages icon in Home view, as show...
Page 56 - View Recent Calls; To view your Recent Calls list:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 56 After about an hour or two, the message indicators display again. View Recent Calls Your phone maintains a Recent Calls list, which is a list of missed, received, and placed calls. Each list holds up to 100 entr...
Page 57 - Control Audio and Volume
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 57 To manage a call record: 1. From your Recent Calls list, tap next to a call record. 2. From the call details screen, you can perform the following tasks: Tap Dial to call the person. Tap Save to add the pers...
Page 59 - Mute the Microphone; To mute the microphone:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 59 The Ring Type screen displays. 5 Tap the ringtone you want. You can tap to hear a ringtone. 6 After you select a ringtone, tap . 7 In the Edit Contact screen, tap Save. The selected ringtone is saved for your co...
Page 61 - Use Advanced Features; Use the Contact List; Update Your Status
Polycom, Inc. 61 Use Advanced Features Now that you have mastered the basics of your phone, you are ready to learn about all the other interesting and powerful features that your phone has to offer. The following sections describe advanced features available for your phone, such as joining Microsoft...
Page 62 - Manage Your Contact List; To add contacts to your Contact list:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 62 Your phone also updates automatically on your contacts’ phones and in Lync client when your phone is in use or when you enable Do Not Disturb. For example, if you are on a call, your status automatically display...
Page 63 - To view your Contact List:; Contacts
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 63 View Lync Contacts ’ Presence Status You can view your contacts’ presence status on your phone. The following table shows the presence icons and the status that display for your contacts on your phone. Lync Stat...
Page 64 - To view your contacts in Lines view:; To view contacts in Home view:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 64 Your Contact List displays. To view your contacts in Lines view: » From Home view, tap or swipe the screen. The contacts who are favorites display with their status, as displayed next. To view contacts in Home v...
Page 65 - Integrate with Microsoft Lync Server; Broadcast Messages Using Group Paging; Normal; Emergency; Group Paging Mode; Send and Receive Pages; Send Pages
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 65 Integrate with Microsoft Lync Server Your system administrator can configure your phone to work with Microsoft Lync Server and communicate with others using Microsoft Lync. From your phone, you can monitor the s...
Page 66 - Paging; Receive Pages
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 66 You can change the default paging group to any group you want. To change the default paging group, see Change the Default Paging Group . If you change your default paging group, you are automatically subscribed ...
Page 67 - Accept; Adjust the Volume of Pages; To change the default paging group:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 67 Receive Pages When Not in an Active Call When you receive a page and you are not in an active call, the page immediately plays, regardless of the paging priority. While a page plays, you can do one of the follow...
Page 68 - Use the Calendar
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 68 Update Paging Group Subscriptions By default you are subscribed to Paging Groups 1, 24, and 25. This means that you can send pages to and receive pages sent from these groups. You can change which groups you are...
Page 69 - Open and Close the Calendar; To open the calendar:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 69 Troubleshooting: What happens if my phone has the wrong login credentials? If your phone has incorrect login credentials, or you need to re-submit login credentials, the following happens: The message “Login c...
Page 70 - To close the Calendar:; Navigate Month View; To navigate in Month view:; Navigate Day View
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 70 From Day view, you can access additional calendar views: Month view and Meeting view. To see Month view, tap . To see Meeting view, tap a meeting. To close the Calendar: » Tap . Or navigate to Month view by tapp...
Page 71 - To navigate in Day view:; Navigate Meeting View; To see Meeting view:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 71 To navigate in Day view: » Do the following: To view the meetings for the previous day, tap . To view the meetings for the next day, tap . To view details for a specific meeting, tap the meeting. To see ...
Page 72 - Work with Meeting Reminders
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 72 To navigate in Meeting view: » Do one of the following: To see the meeting details, scroll up or down. To return to Day view, tap . Work with Meeting Reminders By default, your phone displays a meeting remin...
Page 73 - Join Meetings from the Calendar
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 73 Join Meetings from the Calendar You can join meetings from the calendar in two ways: from a meeting reminder or from Meeting view. To join a meeting from a meeting reminder: From the reminder, tap the meeting nu...
Page 74 - Log in to a Phone; Log In and Out of a Phone
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 74 Log in to a Phone When your system administrator enables the User Login feature, you can view your personal phone settings from any phone that is part of your organization. You can access your Contact Directory ...
Page 76 - Lock the Phone; Change Your User Password
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 76 Your password is changed. The next time you log in to a phone, you need to enter your new password. Lock the Phone You can lock your phone to prevent unauthorized outgoing calls, allow only authorized people to ...
Page 77 - Call and Answer from a Locked Phone
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 77 3 Tap Lock . Timesaver: A Quick way to lock your phone Your phone is set up so that you can quickly lock it by tapping Lock from Lines view. When you do this, you cannot choose how to handle incoming calls. Your...
Page 78 - Customize; Change the Language on Your Phone; To change the language:
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 78 Note: Accessing the calendar when the user login feature is enabled If you log in to a phone that has the User Login feature enabled, and you want to access features that require your login credentials, you need...
Page 80 - Change the Background Picture
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 80 The backlight automatically turns on with any phone activity. By setting the Backlight Timeout, you can determine how long the phone should be idle before the backlight dims to its Backlight Idle intensity. By d...
Page 81 - Use Power-Saving Mode
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 81 The background displays on your system in Home view, as shown next. To change the background picture using the Web Configuration Utility: 1 Enter your phone’s IP address and sign in. 2 Select Preferences > Ba...
Page 82 - Change Your Office Hours
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 82 ● Office Hours When you start work and how long you’re in the office each day. For more information, see Change Your Office Hours . ● Timeouts The period of time the phone should be idle before the touchscreen t...
Page 83 - Off Hours Idle Timeout; User
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 83 3 Tap Off Hours Idle Timeout , and enter the number of minutes the phone should wait, during off- hours, before starting power-saving mode. Enter a number between 1 and 10. The default is 1 minute. 4 Tap User In...
Page 84 - Administrative Tasks; Investigate Phone Warnings; To view a detailed list of phone issues:; Restart the Phone
Polycom, Inc. 84 Administrative Tasks When your phone is unable to operate properly, you may have to investigate or troubleshoot issues. To solve issues, your administrator may ask you to restart your phone, update the phone’s configuration, or test phone hardware. This chapter shows you how to perf...
Page 85 - Update Phone Configuration; Test Phone Hardware
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 85 Caution: Restarting your phone Before you restart your phone, contact your system administrator. If your phone is malfunctioning, you may be able to restore normal operation without restarting. In addition, your...
Page 86 - Troubleshoot Issues; Test the Speaker, Microphones, and Camera
Polycom, Inc. 86 Troubleshoot Issues Use the following solutions as a guide to resolving issues, problems, or common difficulties when using your Polycom CX5500 Unified Conference Station. Test the Speaker, Microphones, and Camera You can ensure that your CX5500 system is configured and operating co...
Page 87 - Get Help; Polycom and Partner Resources
Polycom, Inc. 87 Get Help This section provides a list of Polycom documents referred to in this guide as well as partner resources you can use. For additional information about the Polycom CX5500, see the following documents: ● Setup and maintenance documents: Setting Up the Polycom CX5100 and CX5...
Page 90 - Exclusions; Warranty Exclusive; Safety, Compliance, and Disposal Information; Part 15 FCC Rules
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 90 Polycom is expected to warrant any replaced or repaired product or part for ninety (90) days from shipment, or the remainder of the initial warranty period, whichever is longer. Products returned to Polycom must...
Page 91 - Class B Digital Device or Peripheral; Note; Plug Acts as Disconnect Device
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 91 This device must accept any interferences received, including interference that may cause undesired operation. Class B Digital Device or Peripheral Note : This equipment is tested and complies with the limits ...
Page 92 - Class B Statements
Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Polycom, Inc. 92 Class B Statements Japan
