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As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to the software
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for printing or clerical errors. Information in this document is subject to change without notice.
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While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom
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Visit the Polycom Voice Support Center for software downloads, product documents, product licenses, troubleshooting
tips, service requests, and more.
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.
1
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.
3
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.
4
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).
IconLine or Call StateDescription
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
ConferenceA conference call is in progress.
DialingThe phone is dialing a number.
Do Not DisturbThe Do Not Disturb feature is enabled on your
phone. Your phone will not ring. All calls will display
in the Missed Calls list.
ForwardingA specific forwarding feature (“Always”) has been
enabled on your phone. All incoming calls will be
forwarded to a number you have specified.
HoldA call or conference is on hold.
Message(s)You have one or more new messages.
Registered lineThe phone can place and receive calls.
Registered
shared line
The phone, which shares a directory number with
another phone, can place and receive calls.
RingingThe phone is ringing.
Unregistered lineThe phone is unable to place and receive calls.
5
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 itemDo 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 keysPress 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 numbersPress the dial pad key with the corresponding
Enter textPress 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).
7
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.)
9
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
Note
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.
Note
•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.
10
Note
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.
Note
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.
11
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
Note
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.
12
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.
13
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.
Note
Call forwarding isn’t available on shared lines.
Note
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.
14
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.
15
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
Note
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).
Note
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.
16
Note
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.
17
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