Polycom CX600, CX3000 User Guide

We recommend you watch the 5-minute Polycom CX600 interactive video tutorial before using this guide. The video will give you a full explanation of the phone's buttons. You will find it on the main IU Northwest UniCom web page: http://iun.edu/technology/unicom/ This guide only includes directions for some of the many features available on the Polycom CX600 phone with Microsoft Lync. Additional resources are available at the above web address for Microsoft Lync.

Polycom® CX500/CX600/CX3000 IP Phone User Guide

Microsoft® Lync™ 2010 Edition

December, 2010 | 1725-44328-001 Rev.A

Polycom® CX500/CX600/CX3000 IP Phone User Guide

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.

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.

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.

This document is provided “as-is”. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it.

ii Polycom, Inc.

Contents

Polycom® CX500/CX600/CX3000 IP Phone User Guide . . . 1

Make a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

View a Contact Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Receive a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Use Call Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

View Call Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Check Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Manage Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Escalate a Call to a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Join a Meeting from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Access Phone Settings and Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Reset Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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Polycom® CX500/CX600/CX3000 IP Phone User Guide

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IU Northwest is using

the Polycom CX600 model

with Microsoft Lync.

Polycom® CX500/CX600/CX3000 IP Phone User Guide

Welcome to the new world of Microsoft® Lync™ 2010 Phone Edition communications software. With Lync 2010 Phone Edition, you have voice communication capabilities not available with your traditional phone. For example, with Lync Phone Edition, you can view call logs, join meetings, and make Voice over Internet Protocol (VoIP) calls. In short, you can do everything that you can do today with your regular phone, and more.

This guide explains how to use Lync Phone Edition with the following phones:

• Polycom

For more information about this phone, see

http://www.polycom.com/support/voice/cx/communicator_cx500.ht ml

• Polycom

CX500 IP Common Area/Lobby Phone

CX600 IP Knowledge/Information Worker Phone

For more information about this phone, see

http://www.polycom.com/support/voice/cx/communicator_cx600.ht ml

• Polycom

For more information about this phone, see

http://www.polycom.com/support/voice/cx/cx3000.html

In this guide, you’ll learn to use your phone to:

• Make a Call

• View a Contact Card

• Receive a Call

• Use Call Controls

• View Call Logs

• Check Voice Mail

• Manage Multiple Calls

• Escalate a Call to a Conference Call

• Transfer a Call

• Join a Meeting from the Calendar

• Access Phone Settings and Help

CX3000 IP Conference Phone

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• Reset Your Phone

Polycom® CX500/CX600/CX3000 IP Phone User Guide

When your phone is

first setup, you will

setup a PIN for your

phone that can be

used to "unlock' it

manually. Most of the time, you will unlock it by simply logging into

your computer.

At IUN, to call someone using the phone's numeric keypad:

- On campus, dial the 4-digit extension as in the past.

- Off campus, do NOT dial "9" for local off campus numbers and do NOT dial "1" for long distance. Instead, dial the full 10-digit phone number whether it is a local or long distance call. For example: 219-555-1234.

- For long distance calls, authorizations codes are still required. Dial the full 10-digit number, and then wait until you hear a dial tone again, and then enter your long distance authorization code.

Make a Call

In addition to the standard way of making a phone call (by picking up the handset and dialing), you can make calls as follows:

• Calling from the Contacts screen on your phone

• Calling by searching for a contact using the keypad

• Calling from Microsoft

If your phone is locked, you must unlock it before you can make a call. To unlock it, select Unlock.

To call from the Contacts screen on your phone:

1 From your phone’s Home screen, select the Contacts icon, and then select

the contact group the user is in.

Lync™ 2010 on your computer

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2 From the Contacts screen, use the up and down arrow buttons on

the phone to select the contact, and then select Call.

You can use the phone number keypad to search for people in the IU Global Address Book who are currently not listed in your own Lync Contacts. After you type the last name using the keypad, press the * key twice-once for the comma after the last name and once for the space after the comma. Then start typing the first name. As soon as you see the name you want, you can stop typing and use the arrow keys to select the name.

Searching in Lync is usually easier than using the numeric keypad on the phone itself as you can use your computer keyboard to type the name.

This will be done for you when your phone is activated.

Make a Call

To call by searching for a contact using the keypad:

1 Press the numbers on the phone keypad that correspond to the contact

name or the phone extension. For example, to find ‘Tony Smith,’ begin pressing 8669*76484, where ‘*’ is the space between the first and last name.

2 When you find the contact you want to call, select Call.

To call from Lync 2010 on your computer:

1 Make sure the optional USB cable that connects the phone to your

computer is installed.

2 Open Lync 2010 on your computer. In the Microsoft Lync main window,

click Group, and then click the group the contact is in.

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3 Click the Call button next to the contact you want to call.

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