Polycom 1725-31402-001 User Manual
User Guide for the Polycom® CX700 IP Phone
Microsoft® Lync™ 2010 Edition
| December 2010 | 1725-31402-001 Rev. C
Trademark Information
POLYCOM®, the Polycom “Triangles” 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.
Microsoft, Lync, MS-DOS, Windows, WindowsServer, Windows Vista, and Windows XP are either registered
trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
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. and/or one or more of its licensors.
Copyright Notice
The software contained in this product may be copyrighted by Polycom and/or one or more of its licensors.
Copyright © 2010 Microsoft Corporation. All rights reserved.
Copyright © 2010 Polycom, Inc. All rights reserved.
© 2010 Polycom, Inc. All rights reserved.
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.
ii
About This Guide
Thank you for choosing the Polycom® CX700 IP phone which enables a new
era in unified communications currently unavailable with traditional desktop
phones. Connecting a Polycom CX700 phone to Microsoft
a computer running Microsoft Lync 2010 allows you to place regular and
Voice over Internet Protocol (VoIP) calls, answer calls, forward calls, keep a
record of all calls, start a conference call, and click to call from a list of your
personal contacts through integration with Microsoft’s Active Directory and
Microsoft Exchange Server. Using your Polycom CX700 phone lets you take
advantage of Microsoft Lync 2010 without needing access to a computer. For
more information on what’s new in Microsoft Lync 2010, refer to
http://www.microsoft.com/en-us/lync/new-features.aspx
This User Guide provides everything you need to quickly use your new
phone. Verify with your system administrator that the network is prepared for
configuring your Polycom CX700 IP phone, you are provisioned in Microsoft
Lync 2010, and your network is correctly configured. As well, read the Parts
List and Safety Notices sections in this guide before you set up and use the
Polycom CX700 IP phone.
®
Lync™ 2010 or to
Changes to This Guide
The following sections are new for this edition:
• Enabling High Contrast on page 2-8
• Enabling Text Telephone on page 2-9
• Choosing a Phone Location on page 2-12
• Frequent Contacts on page 2-14
• Joining Meetings on page 3-7
iii
User Guide for the Polycom CX 700 IP Phone
Major updates have occurred to the following sections since the previous
edition:
• Answering Calls on page 3-3
• Hosting Conference Calls on page 3-6
• Transferring Calls on page 3-8
• Forwarding Calls on page 3-10
• Using Voice Mail on page 3-11
iv
Contents
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii
1 Getting Started with Your Phone . . . . . . . . . . . . . . . . . . . . 1–1
Changes to This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii
Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2
Assembling Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3
Connecting the Handset and Optional Headset . . . . . . . . . . . . . . . . . 1–3
Connecting the Phone to the Network . . . . . . . . . . . . . . . . . . . . . . . . . 1–4
Connecting to Your Computer Using a USB Cable . . . . . . . . . . . . . . . 1–5
Adjusting the Phone Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7
Features of Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7
Before You Use Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8
Where to Position Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8
Logging in on Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8
Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–11
2 Customizing Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1
Configuring Basic Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1
Changing Date and Time Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Changing Location and Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Changing Ring Tones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–4
Changing Displayed Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–4
Locking and Unlocking Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Adjusting the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Adjusting Display Brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Enabling High Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8
Enabling Text Telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9
Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9
Changing Your PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Switching Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Calibration of Touch Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11
v
User Guide for the Polycom CX700 IP Phone
Managing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12
Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14
3 Using the Basic Features of Your Phone . . . . . . . . . . . . . . . 3–1
Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3
Ending Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Redialing Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Adjusting the Call Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Placing Calls on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Hosting Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Joining Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–7
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–8
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–10
Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–11
Changing Your Presence Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–12
Restarting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–14
Choosing a Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12
Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14
Deleting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14
Frequent Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14
Placing a Call to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14
Searching For a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–15
Viewing a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–15
4 Troubleshooting Your Phone . . . . . . . . . . . . . . . . . . . . . . . 4–1
Power and Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–2
Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–3
Access to Screens and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6
Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–8
Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–9
Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . Safety Notices–1
vi
Getting Started with Your Phone
This chapter provides basic installation instructions and information for
obtaining the best performance with the Polycom® CX700 IP phone.
The Polycom CX700 IP phone provides a complete phone experience for
Microsoft® Lync™ 2010. The graphic display features flexible navigation
using its touch screen capabilities, the navigation wheel just below the screen,
or the traditional number keypad. The Polycom CX700 IP phone supports
advanced functionality including:
• Presence and directory enabled telephony
• 5.7” color touch screen
• Windows CE
1
• Wideband audio
• 2 USB ports
• Biometric fingerprint reader
• 2 10/100 switched Ethernet ports with POE
This chapter contains:
• Parts List
• Assembling Your Phone
• Features of Your Phone
• Before You Use Your Phone
To customize your phone, refer to Customizing Your Phone on page 2-1. To
read about the phone’s basic features, refer to Using the Basic Features of Your
Phone on page 3-1.
If you require additional information or assistance with your new phone,
contact your system administrator.
1 - 1
User Guide for the Polycom CX700 IP Phone
Parts List
The following components are included in your Polycom CX700 IP phone
package:
• Polycom CX700 IP phone
• handset & handset cord
1 - 2
• Network Cable
• USB cable
• Quick Start Guide and registration card
Check this list before installation to ensure that you have received each item.
If you are missing any items, contact your system administrator.
Assembling Your Phone
This section describes how to assemble your Polycom CX700 IP phone:
• Connect handset and headset (optional)
• Connect to the network
Getting Started with Your Phone
• Connect to your computer using USB cable (optional)
• Adjust phone base
If your phone is already assembled, go directly to Features of Your Phone on
page 1-7.
Connecting the Handset and Optional Headset
To connect the handset and optional headset:
1 Connect one end of the phone cord to the handset and the other end of
the cord to the handset jack on the back of the phone.
2 Connect the headset (optional) to the headset jack on the back of the
phone (next to the handset jack).
1 - 3
User Guide for the Polycom CX700 IP Phone
A list of supported headsets is available in the Voice section of Polycom’s Support
web site at
http://www.polycom.com/global/documents/support/technical/products/voice/CX200
_700_Headset_Compatibility.pdf.
If headsets are deployed in high static environments where users frequently
disconnect and re-connect the headset to the phone, it is possible that the phone
Note
can be damaged by electrostatic discharge (ESD).
You should take precautions to avoid excessive static buildup in your environment.
This can include humidity control and removal of synthetic materials near the phone
location. Antistatic spray applied to carpets in the workplace can reduce the level of
static buildup.
Connecting the Phone to the Network
Use Power over Ethernet (PoE) for network and power source connections
unless otherwise directed by your system administrator.
Note
To connect the network and AC power:
>> Plug the supplied network cable between the LAN jack on the back of the
phone and an available network RJ-45 data port.
Using the supplied network cable, the phone can be powered from a PoE
(IEEE 802.3af) enabled network port.
The phone will begin to power up.
If there is no PoE enabled network data part available, contact your system
administrator for an AC/DC power adapter. Plug the AC/DC power adapter into the
Polycom CX700 IP phone’s power plug, then plug one end of in the country specific
power cord into the power adapter and the other end into an available AC outlet.
1 - 4
For more information on logging in, refer to Logging in on Your Phone on
page 1-8.
Connecting to Your Computer Using a USB Cable
You can connect your Polycom CX700 IP phone to your computer using a USB
cable. The advantages of this connection include:
• Computer sign-in. If you are logged into Microsoft Lync 2010 on your
computer, you are automatically logged in on your phone.
• Making a one-click audio call. Each contact in your contact list has a
default number that you can call by clicking the Contact card to the right
of the contact.
• Phone Audio. When your your Polycom CX700 IP phone is connected to
your computer with a USB cable, you can receive audio through the
phone’s speaker for Microsoft Office Live Meeting 2007 and Microsoft
Lync 2010 calls.
The USB cable is not included in your Polycom CX700 IP phone package, but is
available as an optional accessory . Contact your system administrator if you want to
connect your phone to your computer.
Note
Getting Started with Your Phone
To connect your Polycom CX700 IP phone to your computer:
1 Log into Microsoft Lync 2010 on your computer.
2 Connect the Type A USB connector (square end) of the USB cable to the
Polycom CX700 IP phone.
1 - 5
User Guide for the Polycom CX700 IP Phone
Type “B” USB
Connector
Type “A” USB
Connector
3 Connect the Type B USB connector (flat end) of the USB cable to your
computer.
The connection between your Polycom CX700 IP phone and your
computer is detected (as shown below).
1 - 6
4 Do one of the following:
— Select the Sign in on phone instead soft key to log into your Polycom
CX700 IP phone.
To continue logging in, refer to Logging in on Your Phone on page 1-8.
— Log in from Microsoft Lync 2010.
Adjusting the Phone Base
1
2
3
4
5
6
7
8
9
10
11
12
13
To adjust the base:
1 Push the button on the back of the Polycom CX700 IP phone to adjust the
viewing angle.
Getting Started with Your Phone
Features of Your Phone
2 Select an angle that best suits you by moving the base up or down.
The features of the Polycom CX700 IP phone are:
1 Graphic Display—Shows information about calls, messages, time, date,
and other relevant data and allows you to enter commands and select
contacts through the touch screen.
1 - 7
User Guide for the Polycom CX700 IP Phone
2 Presence Status Indicator—Indicates your presence state.
3 Scroll wheel—Navigates up and down the contact list and other
4 Select Key—Selects the highlighted information.
5 Help Key—Displays help for the currently displayed screen.
6 Microphone Mute Key—Mutes local audio during calls so that others
7 Volume Key—Use to adjust the volume of the handset, speakerphone,
8 Headset Key—Allows you to place and receive calls through an
9 Speakerphone Key—Allows for hands-free communication during calls.
10 Speaker—For ringer and hands-free audio output.
11 Hookswitch and Handset Cradle
For more information, refer to Changing Your Presence Information on
page 3-12.
elements of the user interface.
cannot hear you.
and headset speaker, and ringer if not in a call.
optionally connected headset.
12 Dial Pad—These 12 keys provide the 10 digits, the 26 alphabetic
characters, and special characters available in context-sensitive
applications.
13 Fingerprint Reader—Allows you to log on to your Polycom CX 700 IP
phone with a swipe of your finger.
Before You Use Your Phone
Where to Position Your Phone
Use the following guidelines to select a position for your phone:
• Place your Polycom CX700 IP phone in a well-ventilated, flat, level, clean,
and dry position near your computer.
• Place the AC/DC power adapter in a well-ventilated, clean, and dry
position under the table and out of the typical walking path.
Logging in on Your Phone
1 - 8
You need to log in to place all outgoing calls or answer incoming calls. With regard
to the placement of emergency calls, consult your system administrator.
Note
Getting Started with Your Phone
To log in on the Polycom CX700:
1 After the initial Microsoft Unified Communications introduction screen
appears, the setup screen will appear.
Follow the instructions for setting up the touch screen.
The Sign In screen appears on the graphic display.
2 Using the graphic display’s soft keyboard, enter the following:
— Your Microsoft Lync 2010 sign-in name (for example,
user1@polycom.com)
— Your network domain and username (for example, polycom\user1)
— Your password
3 Select Sign In.
If you have connected your Polycom CX700 IP phone to your computer,
you can log in using Microsoft Lync 2010. Select Advanced, and then select
Sign in via PC.
1 - 9
User Guide for the Polycom CX700 IP Phone
4 Do one of the following steps:
— Enter a six digit personal identification number (PIN) of your choice
using the dial pad, re-enter the same PIN, and then press the OK soft
key.
For example, enter “123456” twice.
— Press the Use fingerprint instead soft key.
The Create Fingerprint ID screen appears.
1 - 10
Getting Started with Your Phone
— Follow the on-screen instructions to register your fingerprint.
After completing the PIN or fingerprint registration process, the
Contact List screen appears.
Usage Guidelines
To make a selection on the graphic display, either use your finger or the scroll
wheel and the Select key.
To access the Help on the phone, press the Help key, and then tap Contents.
To navigate through menus, to enter data, and instructions on how to use
Microsoft Lync 2010, refer to the Microsoft Lync 2010 help and documentation.
1 - 11
User Guide for the Polycom CX700 IP Phone
1 - 12
Customizing Your Phone
You can customize your Polycom® CX700 IP phone by adjusting the setting
for time and date, display contrast, and ring type, and other features. You can
add contacts to the phone’s directory manually or from call lists. You can
handle incoming calls from different contacts in different ways.
This chapter provides basic operating instructions for customizing your
Polycom CX700 IP phone. This chapter contains instructions on:
• Configuring Basic Settings
• Managing Call Lists
• Managing Contacts
2
To read about the phone’s basic features, refer to Using the Basic Features of
Your Phone on page 3-1. To troubleshoot issues with the phone, refer to
Troubleshooting Your Phone on page 4-1.
If you require additional information or assistance with your new phone,
contact your system administrator.
Configuring Basic Settings
You can configure the basic settings by selecting the Settings soft key, .
It appears on the left-hand side of the graphic display. You can change the
following settings:
• Date and time format
• Geographical location and time zone
• The ring tone heard when there is an incoming call
• Language support (localization)
• Accessibility of your phone
• Volume of the ringer, handset, and speaker
• Display brightness
2 - 1
Loading...