Polycom CX700 User Manual
User Guide
for the Polycom® CX700 IP Phone
September, 2007 Edition
1725-31402-001 Rev. A
Trademark Information
Polycom®, the Polycom logo design, SoundPoint® IP, SoundStation®, SoundStation VTX 1000®, ViaVideo®,
ViewStation®, and Vortex® are registered trademarks of Polycom, Inc. Conference Composer™, Global Management
System™, ImageShare™, Instructor RP™, iPower™, MGC™, PathNavigator™, People+Content™, PowerCam™,
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Pro-Motion™, QSX™, ReadiManager™, Siren™, StereoSurround™, V
IU™, Visual Concert™, VS4000™, VSX™, and
the industrial design of SoundStation are trademarks of Polycom, Inc. in the United States and various other countries.
All other trademarks are the property of their respective owners.
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.
Disclaimer
Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of
incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for personal
injury, so the above limitations and exclusions may be limited in their application to you. When the implied warranties
are not allowed to be excluded in their entirety, they will be limited to the duration of the applicable written warranty. This
warranty gives you specific legal rights which may vary depending on local law.
Copyright Notice
The software contained in this product may be copyrighted by Polycom and/or one or more of its licensors.
Copyright © 2007 Polycom, Inc.
THE SOFTWARE IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED,
INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR
OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.
© 2007 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.
About This Guide
Thank you for choosing the Polycom CX700 IP phone which enables a new era
in unified communications currently unavailable with traditional desk top
phones. Connecting a Polycom CX700 to Microsoft
Server 2007 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 lets you take advantage of Microsoft Office
Communications Server 2007 without needing access to a computer.
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
Office Communications Server 2007, 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. This
information can also be found at
http://www.polycom.com/support/voicedocumentation/.
®
Office Communications
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User Guide Polycom CX700 IP Phone
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Contents
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
1 Getting Started with Your Polycom® CX700 IP Phone . . . . . 1–1
2 Customizing Your Polycom® CX700 IP Phone . . . . . . . . . . 2–1
Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2
Assembling Your Polycom CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . . . . 1–3
Connecting the Handset and Optional Headset . . . . . . . . . . . . . . . . . 1–3
Connecting Network and Power Source . . . . . . . . . . . . . . . . . . . . . . . . 1–4
Adjusting the Phone Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5
Features of Your Polycom CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . . . . . 1–6
Before You Use Your Polycom CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . 1–7
Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7
Logging in on Your Polycom CX700 IP Phone . . . . . . . . . . . . . . . . . . 1–7
Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–9
Configuring Basic Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1
Date and Time Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2
Location and Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Locking and Unlocking Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–4
Adjusting the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Display Brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6
Changing Your PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Switching Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Calibration of Touch Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8
Managing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8
Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Deleting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Placing a Call to a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
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User Guide Polycom CX700 IP Phone
3 Using the Basic Features of Your Polycom® CX700 IP
Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1
Searching For a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11
Viewing a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Adjusting the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Putting a Call on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Setting Up a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Transferring a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–7
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–9
Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–10
Changing Your Presence Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–10
Restarting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–13
4 Troubleshooting Your Polycom® CX700 IP 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
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Index–1
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Getting Started with Your Polycom® CX700 IP 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 Office Communicator 2007. 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
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• 5.7” color touch screen
• Windows CE
• Wideband audio
• 2 USB ports
• Biometric fingerprint reader
• 2 10/100 switched Ethernet ports with POE
This chapter contains:
• Parts List
• Assembling Your Polycom CX700 IP Phone
• Features of Your Polycom CX700 IP Phone
• Before You Use Your Polycom CX700 IP Phone
To customize your phone, refer to Customizing Your Polycom® CX700 IP
Phone on page 2-1. To read about the phone’s basic features, refer to Using the
Basic Features of Your Polycom® CX700 IP Phone on page 3-1.
If you require additional information or assistance with your new phone,
contact your system administrator.
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User Guide 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
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• Network Cable
Getting Started with Your Polycom® CX700 IP Phone
• AC/DC Power Adapter and Power Cord
Note
The power cord shown above is a representation only. Your power cord will vary
depending on your country.
• 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 Polycom CX700 IP Phone
This section describes how to assemble your Polycom CX700 IP phone:
• Connect handset and headset (optional)
• Connect network and power source
• Adjust phone base
If your phone is already assembled, go directly to Features of Your Polycom
CX700 IP Phone on page 1-6.
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.
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User Guide Polycom CX700 IP Phone
2. Connect the headset (optional) to the headset jack on the back of the
phone (next to the handset jack).
A list of supported headsets is available in the Voice section of Polycom’s Support
web site at http://www.polycom.com/support/voice/.
Note
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
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 Network and Power Source
Use Power over Ethernet (PoE) for network and power source connections
unless otherwise directed by your system administrator.
Note
The AC power adapter is a separate, optional accessory. Your system
administrator will instruct you to use it if necessary.
To connect the network and AC power:
1. Plug the supplied network cable between the LAN jack on 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.
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If there is no PoE enabled network data part available, plug in the AC/DC
power adapter to the Polycom CX700 IP phone’s power plug as shown
Getting Started with Your Polycom® CX700 IP Phone
below, then plug one end of in the country specific power cord into the
power adapter and the other end into an available AC outlet.
The phone will begin to power up.
For more information on logging in, refer to Logging in on Your Polycom
CX700 IP Phone on page 1-7.
Adjusting the Phone Base
To adjust the base:
1. Push the button on the back of the Polycom CX700 IP phone to adjust the
viewing angle.
2. Select an angle that best suits you by moving the base up or down.
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User Guide Polycom CX700 IP Phone
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Features of Your Polycom CX700 IP Phone
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.
2. Presence Status Indicator—Indicates your presence state.
For more information, refer to Changing Your Presence Information on
page 3-10.
3. Scroll wheel—Navigates up and down the contact list and other
elements of the user interface.
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
cannot hear you.
7. Volume Key—Use to adjust the volume of the handset, speakerphone,
and headset speaker, and ringer if not in a call.
8. Headset Key—Allows you to place and receive calls through an
optionally connected headset.
9. Speakerphone Key—Allows for hands-free communication during calls.
10. Speaker—For ringer and hands-free audio output.
11. Hookswitch and Handset Cradle
12. Dial Pad—These 12 keys provide the 10 digits, the 26 alphabetic
characters, and special characters available in context-sensitive
applications.
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Getting Started with Your Polycom® CX700 IP Phone
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 Polycom CX700 IP Phone
Phone Location
Use the following guidelines to select a location for your phone:
• Place your Polycom CX700 IP phone in a well-ventilated, flat, level, clean,
and dry location near your computer.
• Place the AC/DC power adapter in a well-ventilated, clean, and dry
location under the table and out of the typical walking path.
Logging in on Your Polycom CX700 IP Phone
Note
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.
To log in on the Polycom CX700:
1. After the initial Microsoft Office 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.
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User Guide Polycom CX700 IP Phone
2. Using the graphic display’s soft keyboard, enter the following:
— Your Microsoft Office Communicator sign-in name (for example,
user1@polycom.com)
— Your network domain and username (for example, polycom\user1)
— Your password
3. Select Sign In.
4. Do one of the following steps:
a 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.
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For example, enter “123456” twice.
b Press the Use fingerprint instead soft key.
The Create Fingerprint ID screen appears.
Getting Started with Your Polycom® CX700 IP Phone
c 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 navigate through menus, to enter data, and instructions on how to use
Microsoft Office Communicator 2007, refer to the Microsoft Office
Communicator help and documentation.
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User Guide Polycom CX700 IP Phone
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Customizing Your Polycom® CX700 IP 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
To read about the phone’s basic features, refer to Using the Basic Features of
Your Polycom® CX700 IP Phone on page 3-1. To troubleshoot issues with the
phone, refer to Troubleshooting Your Polycom® CX700 IP 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:
• The date and time format
• The location and time zone
• Accessibility of your phone
• The volume of the ringer, handset, and speaker
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User Guide Polycom CX700 IP Phone
Date and Time Format
• The display brightness
• Your password
• Your PIN or fingerprint ID
• The user who is currently logged into the phone
• The touch screen’s calibration
You can also view the current phone network settings.
You must be logged in to configure the basic settings on your Polycom CX700
IP phone.
The date and time appears on the graphic display of the Polycom CX700 IP
phone. The phone obtains the date and time automatically from a configured
SNTP server. If the phone cannot obtain the date and time, the display will
flash. Contact your system administrator if either the date or time is incorrect.
You have control over the format of the date and time display. The default date
and time format appears below.
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To configure the time and date:
1. Press the Settings soft key on the graphic display.
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