Polycom 5000, IP 5000 User Manual

USER GUIDE
Software 4.0.1 | July 2013 | 1725-30965-001 Rev C
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Software 4.0.1 | July 2013 | 1725-30965-001 Rev C
Polycom® SoundStation® IP 5000 Phone User Guide
Copyright ©2013, Polycom, Inc. All rights reserved. 6001 America Center Dr
San Jose, CA 95002 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.
Trademarks
POLYCOM®, the Polycom logo and the names and marks associated with Polycom 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.
Disclaimer
While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any typographical or other errors or omissions in the content of this document.
Limitation of Liability
Polycom and/or its respective suppliers make no representations about the suitability of the information contained in this document for any purpose. Information is provided “as is” without warranty of any kind and is subject to change without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its respective suppliers be liable for any direct, consequential, incidental, special, punitive or other damages whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Polycom has been advised of the possibility of such damages.
Customer Feedback
We are striving to improve our documentation quality and we appreciate your feedback. Email your opinions and comments to VoiceDocumentationFeedback@polycom.com
Visit the Polycom Voice Support Center for software downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
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Contents

Changes to This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Before You Use Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Using the Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Display Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Phone Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
LED Status Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Line and Call Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Navigating Menus and Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Entering Data and Enabling Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Configuring Your Phone Using the Polycom Web Configuration
Utility . . . . . . . . . . . . . .
Calling and Answering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Placing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Calling by Entering a Phone Number . . . . . . . . . . . . . . . . . . . . . . . 10
Calling by Entering an IP Address or URL . . . . . . . . . . . . . . . . . . . 11
Calling from a Call List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Calling from a Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Calling from the Speed Dial List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Redialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Ending Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
While Your Phone Rings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Rejecting Calls While Your Phone Rings . . . . . . . . . . . . . . . . . . . . . . . . 14
Forwarding Calls While Your Phone Rings . . . . . . . . . . . . . . . . . . . . . . 14
During Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Holding and Resuming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hosting Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Setting Up Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Holding and Resuming Conferences . . . . . . . . . . . . . . . . . . . . . . . . 17
Splitting Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Ending Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Changing the Way Calls are Answered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Rejecting Calls from a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Diverting Calls from a Contact to Another Party . . . . . . . . . . . . . . . . . 20
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
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Polycom® SoundStation® IP 5000 Phone User Guide
Temporarily Refusing All Calls (Do Not Disturb) . . . . . . . . . . . . . . . . . 20
Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using Instant Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Managing Instant Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Sending Instant Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Working with Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Viewing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Clearing Call List Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Editing Call List Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Working with Contact Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Searching Contact Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Updating Contact Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Adding Contact Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Updating Contact Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . 28
Deleting Contact Directory Entries . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Working with Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Searching Corporate Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Saving Corporate Directory Search Results . . . . . . . . . . . . . . . . . . . . . . 30
Using Buddy Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Updating Presence Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Selecting Contacts to Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Blocking Contacts from Viewing Your Status . . . . . . . . . . . . . . . . . . . . 32
Using Your Blocked List to Unblock Contacts . . . . . . . . . . . . . . . . 33
Monitoring the Status of Contacts in Your Buddy List . . . . . . . . . . . . . 34
Accessing Personal Phone Settings with User Profiles . . . . . . . . . . . . . . . . 35
Logging In and Out of a Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Placing Calls from Phones that are in the Logged Out State . . . . . . . . 36
Changing Your Login Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Locking the Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
About Your User Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Locking and Unlocking Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Calling and Answering from a Locked Phone . . . . . . . . . . . . . . . . . . . . 39
Broadcasting Messages Using Push-to-Talk and Group Paging . . . . . . . . 40
Push-to-Talk Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Sending and Receiving PTT Broadcasts . . . . . . . . . . . . . . . . . . . . . . 40
Replying to PTT Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Ending PTT Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Adjusting the Volume of PTT Broadcasts . . . . . . . . . . . . . . . . . . . . 43
Muting PTT Broadcasts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Updating the Default Channel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Updating Channel Subscriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Allowing PTT Broadcasts to Play During Active Calls . . . . . . . . . 44
Group Paging Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Sending and Receiving Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Adjusting the Volume of Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
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Polycom® SoundStation® IP 5000 Phone User Guide
Muting Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Updating the Default Paging Group . . . . . . . . . . . . . . . . . . . . . . . . 47
Updating Paging Group Subscriptions . . . . . . . . . . . . . . . . . . . . . . 47
Integrating with Microsoft Lync Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Customizing What is Heard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Changing the Ring Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Setting Unique Ring Tones for Contacts . . . . . . . . . . . . . . . . . . . . . . . . . 50
Changing the Speaker Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Changing the Ringer Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Customizing the Phone Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Changing the Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Changing the Time and Date Display . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Changing the Time and Date Format . . . . . . . . . . . . . . . . . . . . . . . . 52
Changing the Time and Date Order . . . . . . . . . . . . . . . . . . . . . . . . . 52
Turning the Time and Date Display Off and On . . . . . . . . . . . . . . 53
Changing the Screen Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Updating the Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Power and Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Access to Screens and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Audio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Overall Functioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Testing Phone Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Investigating Phone Warnings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . Safety Notices–1
®
End-User License Agreement for Polycom
Software
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Polycom® SoundStation® IP 5000 Phone User Guide
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User Guide for the Polycom® SoundStation
®
This guide includes overview information that you may find helpful when you’re just starting to learn about your Polycom® SoundStation® IP 5000 phone or when you have experience, but you need a quick refresher.

Changes to This Guide

This user guide has been updated to include new information and features. The following sections have been added to this edition:
Configuring Your Phone Using the Polycom Web Configuration Utility on
page 8
Using Voice Mail on page 21
Using Instant Messaging on page 21
Using Buddy Lists on page 31
Accessing Personal Phone Settings with User Profiles on page 35
IP 5000 Phone
Locking the Phone on page 37
Broadcasting Messages Using Push-to-Talk and Group Paging on page 40
Integrating with Microsoft Lync Server on page 48
Investigating Phone Warnings on page 59
The following section has been updated:
Updating the Backlight on page 53

Before You Use Your Phone

This section describes the phone’s features, the icons that display on the screen, and how to navigate menus and enter data. It also provides a link to helpful tips to use when you’re in a conference call.
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Polycom® SoundStation® IP 5000 Phone User Guide
Place, answer, or end calls
Redial the last call you placed
Select specific context-sensitive
functions that display on the
screen above each soft key
Enter special characters (when
in uppercase or lowercase
mode)
Enter special characters. Press once (or twice quickly if in numerical mode) for @
Mute the microphone audio
from being heard at the far end
of the call. Toggle the key to
turn the microphone on or off
Enter special characters. Press
once (or twice quickly if in numerical mode) for a dot
Enter special characters and
spaces. Press three times
quickly (when in uppercase or
lowercase mode) for a blank
space
Access features, settings,
and configuration
information; Exit the
current screen and return
to the idle screen
Scroll through menus and fields (up or down arrow key); Select menu items (right arrow key); Return to the previous menu (left arrow key); Enable features (right arrow key); View speed dial information (up arrow key), received calls (left arrow key), missed calls (down arrow key), and placed calls (right arrow key)
Select menu items; Enable or disable menu items
Increase or decrease the sound of the speaker and ringer
Enter numbers, letters, spaces, and special characters; Select menu items.
Since you can customize your phone in many different ways, and your system administrator can enable and disable certain features, the user interface that displays on your phone may differ from the figures that appear in this guide.
Note
Generally, your phone will be deployed with multiple other phones. In this case, your system administrator will configure the phone parameters beforehand, so that after you set up your phone, the phone will be registered and ready to use.
Not
If your phone is not part of a large phone deployment, your phone may not be registered after you set it up. Before you use your phone, you or your system administrator will have to register it.
For detailed information on how to register your phone after you install it, see
Registering Standalone SoundPoint IP, SoundStation IP, and Polycom VVX 1500 Phones (Quick Tip 44011), available from the Technical Notifications & Feature
Profiles Support Web page.

Using the Keypad

You use the keypad on the phone to handle calls, adjust the volume, redial numbers, navigate screens, enter data, and select options.
2

Display Screen

Polycom® SoundStation® IP 5000 Phone User Guide
The idle screen displays the phone’s directory number and the current date and time. The icon that displays to the left of the directory number indicates the line or call status.
If you have messages, missed calls, or have enabled a certain feature, such as call forwarding or Do Not Disturb, the idle screen displays a notification next to the directory number. If you have more than one notification, the phone displays a scrolling notification, as shown next.
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Polycom® SoundStation® IP 5000 Phone User Guide

Phone Status Indicators

Phone status is indicated by three bi-color LEDs located above the phone’s microphones, and by a line and call icon located on the display screen next to the directory number.
LED Status Indicators
The LEDs illuminate to indicate the following call states:
Solid red—A muted call.
Flashing red—A held call.
Solid green—A dial-tone is available, dialing is in progress, or a call is in
progress.
Flashing green—An incoming call.
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Polycom® SoundStation® IP 5000 Phone User Guide
Line and Call Icons
The line and call icon changes depending on the line status (for example, registered line or unregistered line) or call status (for example, dialing in progress or a call on hold).
Icon Line or Call State Description
Active call using
®
Polycom
HD
Voice™
A call is in progress using Polycom HD Voice. The active call icons merge into one icon on the phone screen. For example:
technology
Active call not using Polycom
A call is in progress that doesn’t use Polycom HD Voice.
HD Voice
Conference A conference call is in progress.
Dialing The phone is dialing a number.
Do Not Disturb The Do Not Disturb feature is enabled on your
phone. Your phone will not ring. All calls will display in the Missed Calls list.
Forwarding A specific forwarding feature (“Always”) has been
enabled on your phone. All incoming calls will be forwarded to a number you have specified.
Hold A call or conference is on hold.
Message(s) You have one or more new messages.
Registered line The phone can place and receive calls.
Registered shared line
The phone, which shares a directory number with another phone, can place and receive calls.
Ringing The phone is ringing.
Unregistered line The phone is unable to place and receive calls.
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Polycom® SoundStation® IP 5000 Phone User Guide

Navigating Menus and Calls

To navigate menus and calls, use the following tips.
After 20 seconds of inactivity, the menu system automatically exits to the idle screen unless an edit session is in progress.
Note
If you want to... Then do this...
Enter the main menu
Exit the main menu and return to the idle screen
Return to the previous menu
Scroll through lists
Scroll through lists that display on more than one page
Press .
Press .
Press or the Back soft key.
Press or .
Press to Page Up.
Press to Page Down.
Select a menu item Do one of the following:
Scroll to the menu item, and then press
or .
or
Press the dial pad key that corresponds to
the item in the numbered menu list. For example, to select the second menu
item, press .
View additional soft keys Press the More soft key.
Scroll through calls on hold and an active call
6
Press or .

Entering Data and Enabling Items

To enter data and enable fields or menu items, use the following tips.
If you want to... Then do this...
Enter numbers Press the dial pad key with the corresponding
Enter text Press the dial pad keys one or more times.
Polycom® SoundStation® IP 5000 Phone User Guide
number.
For example:
To enter ‘A,’ press once.
To enter ‘B,’ press two times quickly.
To enter ‘C,’ press three times quickly.
Enter numbers, uppercase characters, or lowercase characters
Enter special characters
Enter an IP address or URL
Press the numerical, uppercase, or lowercase mode. The mode you select will display in the title bar. Then, press the dial pad key (with the number or letter you want) one or more times quickly.
Press or one or more times quickly.
To enter other special characters, press or
To enter a dot: press once (or twice quickly
To enter @: Press once (or twice quickly if
Press the dial pad keys one or more times. For example:
To enter ‘2,’ press once.
To enter ‘a,’ press two times quickly.
To enter ‘b,’ press three times quickly.
To enter ‘c,’ press four times quickly.
1/A/a soft key one or more times to select
one or more times quickly (when in
uppercase or lowercase mode).
if in numerical mode).
in numerical mode).
Enter text using a different character set
Enter a blank space
Press the Encoding soft key one or more times. When in text entry mode, the character set you
select displays in the title bar.
Press three times quickly (in uppercase or lowercase mode).
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Polycom® SoundStation® IP 5000 Phone User Guide
If you want to... Then do this...
Delete characters you entered
Enable or disable fields
Enable or disable menu items
Press the << soft key.
Toggle .
Press .

Configuring Your Phone Using the Polycom 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 you to view and configure phone behavior from a computer using any compatible Web browser. The utility provides a browser-friendly view of your phone’s current settings. Using the utility, you can perform many of the same updates from your computer that you can perform using your phone’s menu system or configuration files.
You can access the utility using any compatible Web browser installed on a computer that resides on the same network as your phone. Before you begin, you’ll need to know the IP address of your phone, and the login password of the phone user.
For detailed information on accessing, navigating, and using the utility, see the Polycom Web Configuration Utility User Guide available from the SoundStation IP
Note
5000 Support Web page.
To access the Web Configuration Utility for your phone:
1. Launch a compatible Web browser from a computer on the same network
as your phone.
2. In the Address Bar of your Web Browser, enter the IP address of your
phone.
The IP address is comprised of four sets of numbers separated by periods. For example, if your phone’s IP address is 123.22.3.4, enter 123.22.3.4 in the address bar.
3. Press the Enter key.
4. From the Web Configuration Utility login screen, select User, and then
enter the User password.
The factory default password for a user is 123.
5. Click Submit.
The Web Configuration Utility Home screen is displayed.
8

Calling and Answering

Your phone can handle a maximum of eight calls on hold, or one active call and seven calls on hold. Only one call can be active at any time.
During a call, the phone displays the name and number of the party you’re talking with and the duration of the call. During a call, the soft keys update so you can perform specific tasks. The phone LEDs, as well as the line and call icon (shown in red, below), indicate call status. For more information on status indicators, see Phone Status Indicators on page 4.
When you have more than one call (for example, one active call and one held call, or two held calls), a counter displays at the top-right of the screen indicating the total number of calls you have, and which call currently displays. The most recent call displays first.
Polycom® SoundStation® IP 5000 Phone User Guide

Answering Calls

The following figure shows that your phone has two calls, and you’re currently viewing the first (most recent) call.
To scroll through calls, press and .
You can answer a call when your phone is idle, when you have held calls, or if you’re currently in a call. If you answer a call when you’re already in a call, the call you were in is automatically held.
If you’re in a call and an incoming call arrives, the Ringing icon displays, , and the call counter updates.
To answer a call:
>> Press or the Answer soft key. (If your phone has a silent ring, press
the Answer soft key to answer the call.)
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Polycom® SoundStation® IP 5000 Phone User Guide
To answer a call when you’re in an active call:
>> Scroll to the incoming call, and then press the Answer soft key.
The original call is held, and the new call becomes the active call.
To answer a call when you have only held calls:
>> Press or the Answer soft key.
If you have a shared line and answer the call, and then want someone on another phone configured to use the same shared line to take the call, press the
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Hold soft key. The other person will then be able to answer the call from their phone.

Placing Calls

You can place a call by doing one of the following:
Entering a phone number.
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Entering an IP address or URL.
Choosing an entry in a call list, directory, or speed dial list.
Redialing the previously placed call.
You can place a call if your phone already has calls:
If your phone only has an active call, hold the active call, press or the New Call soft key, and then place the new call.
If your phone only has held calls, press or the New Call soft key, and
place the new call.
If your phone has an active call and held calls, scroll to a held call, press the New Call soft key, and place the new call. The active call will be held.
Calling by Entering a Phone Number
You can dial a phone number with a dial tone or without a dial tone.
To dial a phone number with a dial tone:
1. Press or the New Call soft key.
2. Enter the phone number of the party you want to call.
3. Press the Send soft key.
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Polycom® SoundStation® IP 5000 Phone User Guide
To dial a phone number without a dial tone:
>> Enter the phone number of the party you want to call, and then press the
Dial soft key.
Calling by Entering an IP Address or URL
Placing calls using an IP address or URL may not be enabled for your phone. For more information, see your system administrator.
To dial an IP address or URL:
1. Press or the New Call soft key.
2. Press the URL soft key, and then enter the IP address or URL of the party
you want to call. (For information on how to enter an IP address, URL, and special characters, see Entering Data and Enabling Items on page 7.)
When you dial a URL, the maximum number of characters you can enter is 32.
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3. Press the Send soft key.
Calling from a Call List
You can choose a record in a call list and dial the associated party.
To call from a call list:
1. From the idle screen, use one of the arrow keys to access a call list:
To view this call list... Press this arrow key...
Missed calls
Received calls
Placed calls
2. From the call list screen, scroll to the entry you want to dial, and then
press the Dial soft key.
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Polycom® SoundStation® IP 5000 Phone User Guide
Calling from a Directory
You can place a call from the Contact Directory or Corporate Directory.
To call from the Contact Directory:
1. Press , and then select Features > Contact Directory.
2. From the Directory screen, find the contact you want to call, and then
press the Dial soft key.
To call from the Corporate Directory:
1. Press , and then select Features > Corporate Directory.
2. From the Corporate Directory search screen, search for the contact you
want to call (see Searching Corporate Directory on page 29).
3. Scroll to the contact, and then press the Dial soft key.
Calling from the Speed Dial List
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Use the speed dial feature for fast, automated dialing.
Only entries in your Contact Directory can be set up as speed dial entries. When you create a Contact Directory entry, the phone automatically assigns a Speed Dial Index number to the entry. You can change the index number or delete it. To create a new Contact Directory entry with a speed dial index number, see Updating
Contact Directory on page 26.
To place a call from the speed dial list:
1. Press .
2. From the Speed Dial Info screen, do one of the following:
If you know the contact’s speed dial index number, enter the number.
or
If you don’t know the contact’s speed dial index number, scroll to the
contact, and then press the Dial soft key.
The call is placed.
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Ending Calls

Polycom® SoundStation® IP 5000 Phone User Guide
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 last number dialed:
>> Press .
To dial a previously dialed number:
1. Press .
2. From the Placed Calls list, scroll to the number you want to dial, and then
press the Dial soft key.
You can end any active call. To end a held call, you have to resume the call first.
To end an active call:
>> Press or the End Call soft key.
To end a held call:
>> Scroll to the held call, press the Resume soft key, and then press the
End Call soft key.

While Your Phone Rings

While your phone rings, you can choose not to answer the call and do the following:
Reject the call and stop your phone from ringing.
Forward the call to another party.
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Polycom® SoundStation® IP 5000 Phone User Guide

Rejecting Calls While Your Phone Rings

When you reject a call, you end the call before the call can connect. Your system administrator determines how rejected calls are handled (for example, rejected calls may go directly to your voice mail system). Calls you reject while your phone rings display in the Received Calls list.
To reject a call:
>> While your phone rings, press the Reject soft key (for private lines) or the
Silence soft key (for shared lines).
The call ends before it can connect.

Forwarding Calls While Your Phone Rings

Your company’s settings may override this feature. For more information, contact your system administrator.
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Call forwarding isn’t available on shared lines.
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While your phone rings, you can choose not to answer the call and forward the call to another party.
To forward an incoming call as your phone rings:
1. While your phone rings, press the Forward soft key.
2. From the Call Forwarding screen, enter the number to forward the
incoming call to.
Your phone displays the last number you forwarded calls to. If you previously set a forwarding number and want to enter a new one, press the << soft key to delete the number.
3. Press the Forward soft key.
The incoming call is forwarded to the party you specified. If call forwarding is disabled, future calls will not be forwarded and forwarding remains disabled.
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During Calls

During a call, you can do the following:
Place the call on hold.
Transfer the call to another party.
Set up a conference with the party you’re talking with and another party.

Holding and Resuming Calls

You can place a call on hold. When a call is held, the LEDs flash red.
Your phone can handle a maximum of eight calls on hold, or one active call and seven calls on hold. Only one call can be active at any time.
When you have more than one call (for example, one active call and one call on hold, or two calls on hold), a counter displays at the top-right of the screen indicating the total number of calls you have, and which call currently displays. The most recent call displays first.
The following figure shows that your phone has two calls, and you’re currently viewing the first (most recent) call.
Polycom® SoundStation® IP 5000 Phone User Guide

Transferring Calls

To scroll through calls, press or .
To h ol d a ca ll:
>> During a call, press the Hold soft key.
The console LEDs flash red to indicate that a call is held.
To resume a held call:
>> While a call is held, press the Resume soft key.
When you transfer a call, you have the option to talk to the party to whom you’re transferring the call, or you can automatically transfer the call without speaking to the other party.
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Polycom® SoundStation® IP 5000 Phone User Guide
To transfer a call:
1. During a call, press the Trnsfer soft key.
The active call is placed on hold.
2. Place a call to the party to whom you want to transfer the call.
3. When you hear the ring-back sound, or after you speak with the other
party, press the Trnsfer soft key. To cancel the transfer before the call connects, and return to the original call, press the Cancel soft key.
You can automatically transfer the call without speaking to the second party. After you complete step 1, press the Blind soft key. Then, complete step 2. The transfer
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automatically completes.

Hosting Conference Calls

You can create a conference with up to two other parties. After you set up a conference, you can place the conference call on hold, split the conference call into two calls on hold, or end the conference call (and your connection to the conference call participants).
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Setting Up Conferences
You can set up a conference in one of two ways:
Using the Confrnc soft key.
Using the Join soft key, if you have an active call and a call on hold.
To set up a conference using the Conference soft key:
1. Call the first party.
2. Press 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 answers, press the Confrnc soft key to join all
parties in the conference, as shown next.
If configured for single key-press conferences, you don’t have to press the Confrnc soft key again.
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Polycom® SoundStation® IP 5000 Phone User Guide
To set up a conference call with an active call and a held call:
>> If you have an active call and a held call, press the Join soft key.
A conference is created with the active call, the held call, and yourself.
If you have an active call and multiple calls on hold, the Join soft key isn’t available from the active call. Scroll to the call on hold that you want to join to the conference, and then press the Join soft key.
Holding and Resuming Conferences
When you place a conference call on hold, you place the other two conference participants on hold. Your phone treats a conference call on hold as one held call. Therefore, your phone can have a maximum of eight conferences on hold at one time.
To place a conference call on hold:
>> From the Active:Conference screen, press the Hold soft key.
The Hold:Conference screen displays. The other two conference participants are placed on hold. The LEDs flash red to indicate that a call is held.
To resume the conference call, press the Resume soft key. The Active:Conference screen will display again.
Splitting Conferences
When you split a conference, you end the conference and place the other two conference participants on hold.
To split a conference:
>> From the Active:Conference or Hold:Conference screen, press the
Split soft key.
The conference ends, and all calls are split into individual calls and placed on hold.
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