Polycom Software 4.0.1 - Manual

ix Introduction Who this Guide is Written For This guide contains overview information for people who are just starting to learn about the Polycom ® SoundStation ® Duo Conference Phone, or who have experience, but need a quick refresher. It is intended for beginning users, as well as intermediate an...

Polycom ® SoundStation ® Duo Conference Phone User Guide x What’s New in This Guide This user guide has been updated to include new information and features. The following section has been added to this edition: • ”Using Buddy Lists” on page 82 • ”Integrating with Microsoft Lync Server” on page 112 ...

Polycom ® SoundStation ® Duo Conference Phone User Guide xii • View/Choose an option Certain settings have a series of options. To view all the options in a field, scroll to the field, and then press repeatedly. To cycle back through the options, press repeatedly. To choose an option, press repeated...

1 1 Getting Started Introducing Your Phone The SoundStation Duo conference phone is a dual-mode conference phone that can operate in one of the following standard telephony modes: • PSTN mode—In this mode, the phone is connected to a standard (analog) phone jack so calls can be made using the Public...

Polycom® SoundStation® Duo Conference Phone User Guide 2 Configuring Your Phone for SIP Mode If your phone is set up to operate in SIP mode, and isn’t part of a large phone deployment, your phone may not be registered after it’s set up. Before you use your phone, you or your system administrator wil...

Getting Started 3 After you enter the country and language, your phone updates its settings and displays the idle screen, as shown next. If your phone line is connected, the Connected icon, , displays, and you can place and answer calls. If your phone line is unconnected, the Unconnected icon, , dis...

Polycom® SoundStation® Duo Conference Phone User Guide 4 Your Phone’s Hardware 2.5 mm jack to connect mobile phone or computer audio Security slot to connect a laptop cable lock Microphone Indicator Light Indicator Light Indicator Light Microphone Microphone Speaker

Polycom® SoundStation® Duo Conference Phone User Guide 6 Locating Functions on the Keypad You use the keypad on the phone to access features, handle calls, adjust the volume, navigate screens, enter data, and select options. . Keys to access soft keys Access context-sensitive features Menu key Opens...

Getting Started 9 What Displays on the Screen What displays on your phone screen depends if your phone is in SIP or PSTN mode. To determine what mode your phone is in, see your system administrator. SIP Mode The following items display on your phone screen when it operates in SIP mode. SIP Screen It...

Polycom® SoundStation® Duo Conference Phone User Guide 12 PSTN Mode The following items display on your phone screen when it operates in PSTN mode. PSTN Screen Item Description Status bar The top-most line on the screen that can display the following: call and line information, name of the screen yo...

Getting Started 15 Phone Status Indicators Phone status is indicated by three indicator lights located above the phone’s microphones, and by a Line and Call icon located on the top-left of the screen. Indicator Lights Three indicator lights indicate phone or call status. They illuminate to indicate ...

Polycom® SoundStation® Duo Conference Phone User Guide 16 Line and Call Icon The Line and Call icon changes depending if the phone is idle or has a call. When the phone is idle, the icon displays line status, such as Forwarding enabled. During a call, the icon displays call status. For example, the ...

Getting Started 19 Entering Data and Enabling Items To enter data and enable fields or menu items, use the tips in the following table. After 20 seconds of inactivity, the idle screen automatically displays, unless you’ve selected a field to edit. If you want to... Then do this... Enter numbers Pres...

Getting Started 21 Using the Web Configuration Utility This user guide explains how to update phone settings from your phone, using your phone’s menu system. If you want, you can update these settings remotely with the Polycom Web Configuration Utility.The phone’s Web Configuration Utility enables y...

Polycom® SoundStation® Duo Conference Phone User Guide 24 Calling and Answering Your phone can handle one active call or conference call at any one time. If call waiting is enabled, your phone can handle two separate calls at one time: one active call and one held call.During a call, the phone displ...

Using Your Conference Phone in PSTN Mode 25 • The Ringing icon displays in the status bar. • Caller information displays in the center of the screen (if your phone supports Caller ID and it’s correctly configured). To answer the call, press the Answer soft key or . If your phone has a silent ring (s...

Polycom® SoundStation® Duo Conference Phone User Guide 26 To answer a call when you’re in a call: >> When you hear the call waiting beep, press or the Confrnc soft key to activate a hook flash. The original call is placed on hold, and the incoming call becomes the active call. To switch betwee...

Using Your Conference Phone in PSTN Mode 27 To call from a call list: 1 From the idle screen, press one of the arrow keys to access a call list. 2 From the call list screen, scroll to the entry you want to dial, and then press the Dial soft key. Calling from a Director y You can call a contact from ...

Polycom® SoundStation® Duo Conference Phone User Guide 28 or — Scroll to the contact you want to call, and then press the Dial soft key. The call is placed. Calling by Redialing You can redial the last call you placed, or search a list of placed calls to find a previously-dialed number. To dial the ...

Using Your Conference Phone in PSTN Mode 29 During Calls During a call, you can: • Place the call on hold. • Set up a conference call between yourself, the party you’re talking to, and another party. If call waiting is enabled on your phone, you can also answer an incoming call (see Answering When Y...

Polycom® SoundStation® Duo Conference Phone User Guide 30 Hosting Conference Calls The number of parties you can add to a conference call depends on how your phone system is set up. Check with your system administrator for the exact number.After you set up a conference, you can place the conference ...

Using Your Conference Phone in PSTN Mode 31 4 After the party answers, press or the Confrnc soft key to activate another hook flash. All parties join the conference, and the Active:Conference screen displays, as shown next. 5 To add additional parties to the conference, press or the Confrnc soft key...

Polycom® SoundStation® Duo Conference Phone User Guide 32 Working with Call Lists Your phone maintains lists of missed, received, and placed calls. Each list can hold up to 100 entries.If you miss a call, a message indicating the number of missed calls you have displays in the status bar, as shown n...

Using Your Conference Phone in PSTN Mode 33 To view details for a call list entr y: 1 Press , and then select Features > Call Lists > Missed Calls , Received Calls , or Placed Calls . 2 From the call list, scroll to the call list entry, and then press the Info soft key. Clearing Call List Entr...

Polycom® SoundStation® Duo Conference Phone User Guide 34 Working with the Contact Director y You can store a large number of contacts in your phone’s Contact Directory. Contact your system administrator for the exact number. You can dial and search for contacts in this directory. You may be able to...

Using Your Conference Phone in PSTN Mode 35 To add a Contact Director y entr y manually: 1 Press , and then select Features > Contact Directory . 2 From the Directory screen, press the Add soft key. The Add To Directory screen displays. 3 Enter the contact information: — (Optional.) In the First ...

Polycom® SoundStation® Duo Conference Phone User Guide 36 If you specify a label, the label will precede the contact’s name in the Contact Directory and on the Speed Dial Info screen, as shown next. — (Optional.) In the Ring Type field, select the ring type you want to use for the contact. To displa...

Using Your Conference Phone in PSTN Mode 37 Updating Contact Director y Entries You can add or change information for an entry in the Contact Directory. To update a contact in the Contact Director y: 1 Press , and then select Features > Contact Directory . 2 From the Directory screen, find the co...

Polycom® SoundStation® Duo Conference Phone User Guide 38 Connecting Mobile Phone and Computer Audio This feature allows you to use your conference phone to carry on conversations from your mobile phone or computer’s calling and web conferencing application (for example, Skype ™ , Microsoft® Lync™, ...

Using Your Conference Phone in PSTN Mode 39 To set an audio type: 1 Press , and then select Features > 2.5mm Mode . 2 From the 2.5mm Mode screen, select one of the following: — Mobile Phone Audio Choose this option if you want your conference phone to automatically assume a mobile phone is attach...

Polycom® SoundStation® Duo Conference Phone User Guide 40 Listening to Mobile Phone or Computer Audio When Your Conference Phone Has an Active Call If your conference phone has an active call, ‘From:PC-Mobile audio’ displays in the status bar, as shown next. To listen to mobile phone or computer aud...

Using Your Conference Phone in PSTN Mode 41 Ending Mobile Phone or Computer Audio Calls If you don’t want to hear mobile phone or computer audio through your conference phone’s speakers, or you don’t want to see ‘From:PC-Mobile audio’ on your conference phone screen, disconnect the cable from the co...

Polycom® SoundStation® Duo Conference Phone User Guide 42 Locking and Unlocking the Phone Lock your phone to do the following: • Prevent unauthorized outgoing calls. • Allow only authorized people to answer calls. • Prevent people from viewing or modifying phone displays or information (for example,...

Using Your Conference Phone in PSTN Mode 43 Locking and Unlocking Your Phone You can choose how you want your phone to handle incoming calls when it’s locked. If you allow incoming calls when your phone’s locked (the default setting), incoming calls will ring on your phone, and you can answer calls ...

Polycom® SoundStation® Duo Conference Phone User Guide 44 To call an authorized number from a locked phone: >> Do one of the following: — Press the New Call soft key. From the Place an Authorized Call screen, select the number you want to call, and then press the Dial soft key. The following f...

Using Your Conference Phone in PSTN Mode 45 If you change any settings while you’re logged in to a phone, the settings are saved and displayed the next time you log in to a phone. When you log out, your personal phone settings no longer display.You can log in to a phone by entering your user ID and ...

Polycom® SoundStation® Duo Conference Phone User Guide 46 The User Login screen displays, as shown next. 2 Enter your user ID and password, and then press the Log in soft key. If you don’t know what your user ID and password are, ask your system administrator. Default passwords are preset at the fac...

Using Your Conference Phone in PSTN Mode 47 Placing Calls from Phones that are in the Logged Out State If a phone doesn’t require a user login, you can use the phone to place calls to any number, even though the phone may be in the logged out state.If a phone requires a user login, you may be able t...

Polycom® SoundStation® Duo Conference Phone User Guide 48 The Change User Login Password screen displays, as shown next. 3 Enter your old password, enter a new password and confirm it, and then press the Enter soft key. Your password is changed. The next time you log in to a phone, you’ll need to en...

Using Your Conference Phone in PSTN Mode 49 Setting Unique Ring Tones for Contacts You can set a distinctive ring tone for each contact in your Contact Directory so you can distinguish callers. To set a distinctive ring tone for a contact: 1 Press , and then select Features > Contact Directory . ...

Polycom® SoundStation® Duo Conference Phone User Guide 50 Controlling What You See You can change the phone screen appearance by doing the following: • Changing the Display Language on page 50. • Changing the Time and Date Display on page 50 • Changing the Screen Contrast on page 52 • Changing the B...

Using Your Conference Phone in PSTN Mode 51 To change the time and date display format: 1 Press , and then select Settings > Basic > Preferences > Time and Date . 2 From the Time and Date screen, do one of the following: — To change the date format, select Clock Date . or — To change the ti...

Polycom® SoundStation® Duo Conference Phone User Guide 52 Changing the Screen Contrast You can set how light or dark the screen appears. To adjust the contrast on the phone screen: 1 Press , and then select Settings > Basic > Contrast . 2 From the Contrast screen, press the Up or Down soft key...

Using Your Conference Phone in PSTN Mode 53 To change the backlight intensity: 1 Press , and then select Settings > Basic > Backlight Intensity . 2 From the Backlight Intensity screen, select Backlight On Intensity . 3 From the Backlight On Intensity screen, select the intensity you want. (The...

Polycom® SoundStation® Duo Conference Phone User Guide 54 Restarting Your Phone Your system administrator may ask you to restart your phone if your phone malfunctions or to assist in troubleshooting. To restart the phone: 1 Press , and then select Settings > Basic > Restart Phone . The message...

Polycom® SoundStation® Duo Conference Phone User Guide 56 • Restarting Your Phone on page 118 • Troubleshooting Phone Issues on page 118 Calling and Answering During a call, the phone displays the name and number of the party you’re talking with, the duration of the call, and the Line and Call icon ...

Polycom® SoundStation® Duo Conference Phone User Guide 58 Answering Calls You can answer a call when your phone is idle, when you have held calls, or if you’re currently in a call.This section explains: • Answering When Your Phone is Idle on page 58 • Answering When You Have Held Calls on page 58 • ...

Using Your Conference Phone in SIP Mode 59 • A call counter (for example, ), displays in the status bar to indicate that you have more than one call. To answer the call, press or the Answer soft key. If your phone has a silent ring (see Changing the Ring Tone on page 112), you have to press the Answ...

Polycom® SoundStation® Duo Conference Phone User Guide 60 Answering on Shared Lines You answer a call on a shared line the same way you answer a call on a private line. To answer a call, press or the Answer soft key. If your phone has multiple calls, you have to scroll to the call first.If you want ...

Using Your Conference Phone in SIP Mode 61 To call off-hook: 1 Press or the New Call soft key to obtain a dial tone. 2 Enter the number you want to call. 3 Press the Send soft key. To call on-hook: >> Enter the number you want to call, and then press the Dial soft key. Calling by Entering an I...

Polycom® SoundStation® Duo Conference Phone User Guide 64 While Your Phone Rings While your phone rings, you can: • Ignore the call by stopping your phone from ringing. • Reject the call by terminating it without answering it. • Forward the call to another party. Ignoring Incoming Calls Ignoring an ...

Using Your Conference Phone in SIP Mode 65 Forwarding Calls While Your Phone Rings You can manually forward a call to another number while your phone rings. You can also set up your phone to automatically forward incoming calls to a another party (see Forwarding Calls Automatically on page 72), or f...

Polycom® SoundStation® Duo Conference Phone User Guide 66 Holding and Resuming Calls You can place up to eight calls on hold at any given time. When a call is on hold, the indictor lights flash red.When you have more than one call, a counter displays at the top-right of the screen (as shown next) in...

Polycom® SoundStation® Duo Conference Phone User Guide 68 To set up a conference using the Conference key: 1 Call the first party. 2 Press or the Confrnc soft key. The active call is placed on hold. 3 Enter the number of the second party, and then press the Send soft key. 4 When the second party ans...

Using Your Conference Phone in SIP Mode 69 The Hold:Conference screen displays. The other two conference participants are placed on hold. The indicator lights flash red to indicate a held call. To resume the conference call, press the Resume soft key. The Active:Conference screen will display again....

Polycom® SoundStation® Duo Conference Phone User Guide 70 The following figure shows the Manage Conference screen. To return to the Active:Conference screen, press the Exit soft key. Placing Conference Call Participants on Hold You can select a conference call participant and place the participant o...

Using Your Conference Phone in SIP Mode 71 To display information about a conference call participant: 1 From the Manage Conference screen, scroll to the participant whose information you want to obtain. 2 Press the More soft key, and then press the Info soft key. The Participant Info screen display...

Polycom® SoundStation® Duo Conference Phone User Guide 72 Forwarding Calls Automatically You can set up your phone to automatically forward incoming calls to another party. You can choose to forward all incoming calls, or just those calls that arrive when you’re already in a call, or when you don’t ...

Using Your Conference Phone in SIP Mode 73 If you selected the forwarding type Always , a moving arrow, , and the text ‘Call Forward Enabled’ display on the phone screen, as shown next. To disable call forwarding: 1 From the idle screen, press the Forward soft key. 2 From the Forwarding Type Select ...

Polycom® SoundStation® Duo Conference Phone User Guide 74 Diverting All Calls from a Contact to Another Party You can customize your phone so that incoming calls from a contact are transferred directly to another party. To transfer incoming calls from a contact to another party: 1 Press , and then s...

Using Your Conference Phone in SIP Mode 75 To enable and disable Do Not Disturb: 1 Press , and then select Features . The Features screen displays. If Do Not Disturb isn’t highlighted, scroll to it. 2 To toggle Do Not Disturb on or off, press . Working with Call Lists Your phone maintains lists of m...

Using Your Conference Phone in SIP Mode 81 Deleting Contact Director y Entries You can remove an entry from your Contact Directory. To delete a contact from the Contact Director y: 1 Press , and then select Features > Contact Directory . 2 From the Directory screen, find the contact you want to d...

Polycom® SoundStation® Duo Conference Phone User Guide 82 Do one of the following: — To perform a quick search, enter the first few characters of the contact’s name, and then press the Submit soft key. The screen displays a list of contacts, starting with any successful matches. or — To perform an a...

Using Your Conference Phone in SIP Mode 83 Updating Presence Settings Your presence setting indicates your status (either online, busy, be right back, away, out to lunch, offline, or do not disturb). Update your presence setting so that other users can monitor your status from their phones. To chang...

Polycom® SoundStation® Duo Conference Phone User Guide 84 Selecting Contacts to Monitor Select the contacts whose presence you want to monitor by updating the contacts in your buddy list. You add contacts to your buddy list from your local Contact Directory. To view the status of contacts in your bu...

Using Your Conference Phone in SIP Mode 85 To block or unblock a contact: 1 Press , and then select Features > Contact Directory . 2 From the Directory, scroll to the contact.To scroll through a list of contacts, use the * key to Page Up and the # key to Page Down. 3 Press the Edit soft key. 4 Fr...

Polycom® SoundStation® Duo Conference Phone User Guide 86 Monitoring the Status of Contacts in Your Buddy List You can monitor the status of all the contacts in your buddy list, except those contacts that have blocked you from viewing their status. To add contacts to your buddy list, see Selecting C...

Using Your Conference Phone in SIP Mode 87 • Flashing indicator lights. To listen to voice mail messages: 1 Press , and then select Features > Messages > Message Center. The Messages screen displays, indicating the number of urgent, new, and old messages you have. 2 To listen to your voice mai...

Polycom® SoundStation® Duo Conference Phone User Guide 88 To manage instant messages: 1 Press , and then select Features > Messages > Instant Messages . 2 From the Instant Messages screen, do one of the following:— To view instant messages, press the Next or Prev soft keys to cycle through the...

Using Your Conference Phone in SIP Mode 93 — If you have an active call and an incoming mobile phone or computer audio source, scroll to PC-Mobile audio , and then press the Join soft key. — If you have an active call and a held mobile phone or computer audio source, press the Join soft key. You man...

Polycom® SoundStation® Duo Conference Phone User Guide 94 Emergency (for Group/Channel 25)—Broadcasts sent to Group/Channel 25 are considered Emergency broadcasts. All phones receive Emergency broadcasts (even if Do Not Disturb is enabled), and play them immediately. By default, phones play Emergenc...

Using Your Conference Phone in SIP Mode 95 To send a PTT broadcast: 1 Press the Talk soft key to select a channel to broadcast on. 2 From the PTT Channels List screen, select the channel to send the broadcast on (as shown next). The list displays the default channel, the most recent channel you sent...

Polycom® SoundStation® Duo Conference Phone User Guide 96 5 When you finish your broadcast, do one of the following: — Release the Talk soft key. The broadcast temporarily stops and enters a 10-second waiting period to allow others to reply, or you to resume the broadcast. If noone responds during a...

Using Your Conference Phone in SIP Mode 97 Receiving PTT Broadcasts When You’re Not in an Active Call If you receive a broadcast and you’re not in an active call, the broadcast displays on the screen and immediately plays, regardless of the broadcast priority. Receiving PTT Broadcasts During Active ...

Using Your Conference Phone in SIP Mode 99 If you adjust the volume of a non-emergency broadcast, your phone retains the adjusted volume for all subsequent non-emergency broadcasts. However, even though you can adjust the volume of an Emergency broadcast, the adjusted volume won’t be retained for su...

Polycom® SoundStation® Duo Conference Phone User Guide 100 4 Press the Ok soft key Allowing PTT Broadcasts to Play During Active Calls The Accept While Busy option allows PTT broadcasts to arrive as active calls (if enabled) or held calls (if disabled).If enabled, a PTT broadcast will interrupt tele...

Polycom® SoundStation® Duo Conference Phone User Guide 102 Receiving Pages To receive a page sent to a particular paging group, you need to be subscribed to that group. To subscribe to a paging group, see Updating Paging Group Subscriptions on page 104. How you receive a page depends on the priority...

Using Your Conference Phone in SIP Mode 103 • If your phone isn’t allowed to receive pages during active calls, the page displays on your phone in a ‘Pending’ state, as shown next. When a page is pending, you can’t hear the page. To place the original call on hold and listen to the page, scroll to t...

Polycom® SoundStation® Duo Conference Phone User Guide 104 To update the default Paging Group: 1 Press , and then select Settings > Basic > Preferences > Paging/PTT Configuration > Group Paging . 2 From the Group Paging Configuration screen, in the Default Group field, enter the number o...

Using Your Conference Phone in SIP Mode 105 To allow or disallow pages to play during an active call: 1 Press , and then select Settings > Basic > Preferences > Paging/PTT Configuration > Group Paging . 2 From the Group Paging Configuration screen, scroll to Accept While Busy , and then ...

Polycom® SoundStation® Duo Conference Phone User Guide 112 Your phone shows shared line status as described in the following table. Integrating with Microsoft Lync Ser ver Your system administrator can configure your phone to work with Microsoft Lync Server and communicate with others using Microsof...

Using Your Conference Phone in SIP Mode 119 • Press the Clear Icon soft key to remove the warning icon from the status bar. • Press the Details soft key to view a detailed explanation of the warning.

121 Safety Notices Service Agreements Please contact your Polycom Authorized Reseller for information about service agreements applicable to your product. Governing Law This Limited Warranty and Limitation of Liability shall be governed by the laws of the State of California, U.S.A., and by the laws...

Polycom® SoundStation® Duo Conference Phone User Guide 130 SIP Menu Structure SIP Settings

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refund the purchase price paid by you for any defective software product which is returned to Polycom with a copy of your receipt, or to replace any defective media with software which substantially conforms to applicable Polycom published specifications. Any replacement Software Product will be war...

not located in, under the control of, or a national or resident of any such country or on any such list. If you obtained this Software Product outside of the United States, you are also agreeing that you will not export or re-export it in violation of the laws of the country in which it was obtained...