Polycom 1725-32504-001 User Manual

User Guide for the Polycom® CX300 Desktop Phone

Microsoft® Lync™ 2010 Edition

| December 2010 | 1725-32504-001 Rev. B

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® CX300 Desktop Phone which enables a
new era in unified communications currently unavailable with traditional
desktop phones. Connecting a Polycom CX300 phone to a computer running
Microsoft
your IP network connection. For more information on what’s new in Microsoft
Lync 2010, refer to

http://www.microsoft.com/communicationsserver/en/us/whats-new.asp

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 CX300 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 CX300 phone.

Changes to This Guide

®

Lync™ 2010 allows you to place and receive telephone calls over

The following sections are new for this edition:

• Connecting to Microsoft Lync 2010 on page 1-7

• Configuring Microsoft Lync 2010 for the Polycom CX300 Desktop Phone

on page 1-7

• Switching Where Audio is Played on page 1-10

• Switching Where You Receive Audio During Calls on page 2-4

• Redirect Calls on page 2-6

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User Guide for the Polycom CX 300 Desktop Phone

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2

Connecting the Handset and Optional Headset . . . . . . . . . . . . . . . . . 1–2

Connecting the Phone to Your Computer . . . . . . . . . . . . . . . . . . . . . . 1–4

Features of Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5

Before You Use Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7

Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7

Connecting to Microsoft Lync 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7

Configuring Microsoft Lync 2010 for the Polycom CX300 Desktop

Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7

Changing the Phone Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8

Switching Where Audio is Played . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–10

Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–10

2 Using the Basic Features of Your Phone . . . . . . . . . . . . . . . 2–1

Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2

Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–4

Switching Where You Receive Audio During Calls . . . . . . . . . . . . . . . . . . 2–4

Ending Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5

Redialing Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5

Redirect Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Adjusting the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Putting Calls on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7

Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7

Using Your Phone with Microsoft Office Live Meeting . . . . . . . . . . . . . . 2–8

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User Guide for the Polycom CX300 Desktop Phone

Changing the Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8

Restarting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9

3 Troubleshooting Your Phone . . . . . . . . . . . . . . . . . . . . . . . 3–1

Power and Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1

Controls, Placing and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2

Access to Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3

Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3

Microsoft Lync 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–4

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® CX300 desktop phone.

The Polycom CX300 phone provides a flexible and efficient means to access the
advanced communication functions of Microsoft® Lync™ 2010.

The Polycom CX300 supports advanced functionality including:

• High definition audio for best possible voice calls

• Convenient buttons for controlling calls

• Driver-less plug and play installation

This chapter contains:

1

Note

• Parts List

• Assembling Your Phone

• Features of Your Phone

• Before You Use Your Phone

To read about the phone’s basic features, refer to Using the Basic Features of

Your Phone on page 2-1.

If you require additional information or assistance with your new phone,
contact your system administrator.

Before you connect the Polycom CX300 desktop phone to your computer, you must
have Microsoft Lync 2010 (version 4.0.7457.0 or later) installed and running on your
computer. If Microsoft Lync 2010 (version 4.0.7457.0 or later) is not installed on
your computer, the “Sign In” message appears on the phone’s display . In this state,
you can use the phone as an audio device only; you cannot place any calls.

Your computer must be running Windows XP Service Pack 3, Windows Vista
Service Pack 1, and Windows 7 Service Pack x.

The Polycom CX300 desktop phone is also a compatible audio device for Microsoft
Office Live Meeting.

No additional device drivers or software are required to use your Polycom CX300
desktop phone.

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User Guide for the Polycom CX300 Desktop Phone

Parts List

The following components are included in your Polycom CX300 package:

1 Polycom CX300 desktop phone with attached USB Cable
2 Handset
3 Handset cord
4 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 CX300 desktop phone:

• Connect handset and headset (optional)

• Connect the Polycom CX300 phone to your computer

If your phone is already assembled and connected to your computer, go
directly to Features of Your Phone on page 1-5.

Connecting the Handset and Optional Headset

To connect the handset and optional headset:

1 Connect one end of the handset cord to the handset and the other end of

the cord to the handset jack on the back of the phone.

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Getting Started with Your Phone

2 (Optional.) Connect the headset cord to the headset jack on the back of

the phone.

A list of supported headsets is available in the Voice section of Polycom’s Support
web site at http://www.polycom.com/support/voicedocumentation/.

Note

If headsets are deployed in high electrostatic environments where users frequently
disconnect and re-connect the headset to the phone, it is possible that the phone
can be damaged by electrostatic discharge (ESD).

You should take precautions to avoid excessive electrostatic 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 electrostatic buildup.

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User Guide for the Polycom CX300 Desktop Phone

Connecting the Phone to Your Computer

To connect the Polycom CX300 desktop phone to your computer:

>> Connect the USB cable (attached to the base unit) to a USB 1.1 or 2.0 port

on your computer.

Note

The Polycom CX300 will not work if it is connected to a bus-powered USB hub.

Upon powering up your phone, a splash screen appears. An example is
shown below:

1 - 4

Features of Your Phone

Getting Started with Your Phone

The features of the Polycom CX300 desktop phone are:

1 Graphic Display—Shows information about calls, messages, time, date,

and other relevant data.

An example of the idle screen is shown below.

The display backlight is lit when:

— You are in a call.

— You are changing the phone setting using the dial pad. For more

information, refer to Changing the Phone Settings on page 1-8.

— Microsoft Lync 2010 is interacting with the phone.

— An application running on your computer is streaming audio to/from

the phone.

After 30 seconds of inactivity, the display backlight turns off.

2 Redial Key —Dials most recently dialed contact.

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