Polycom VVX 500 User Manual

USER’S GUIDE
Polycom® VVX® 500 and 600 Business Media Phones and Polycom® VVX® Camera
Software 5.0.0 | August 2013 | 1725-44635-001 Rev D
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Polycom VVX 500 and VVX 600 Business Media Phones and Polycom VVX Camera User’s Guide
Copyright ©2013, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc.
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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.
End User License Agreement
By installing, copying, or otherwise using this product, you acknowledge that you have read, understand and agree to be bound by the terms and conditions of the End User License Agreement for this product.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign patents and/or pending patent applications held by Polycom, Inc.
Open Source Software Used in this Product
This product may contain open source software. You may receive the open source software from Polycom up to three (3) years after the distribution date of the applicable product or software at a charge not greater than the cost to Polycom of shipping or distributing the software to you. To receive software information, as well as the open source software code used in this product, contact Polycom by email at OpenSourceVideo@polycom.com.
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
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Visit the Polycom Support Center for End User License Agreements, software downloads, product documents, product licenses, troubleshooting tips, service requests, and more.
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Contents
About This Guide ...................................................................................................... 7
Who Should Read this Guide? ........................................................................................................ 7
Conventions Used in this Guide ..................................................................................................... 7
Terms and Writing Conventions ....................................................................................................... 7
Information Elements ....................................................................................................................... 8
Typographic Conventions ................................................................................................................ 9
What’s in This Guide ...................................................................................................................... 10
Related Documents ........................................................................................................................ 10
Getting Started .................................................................................................... 13 1:
Understanding Phone Keys and Hardware .................................................................................. 13
Navigating Phone Views ................................................................................................................ 14
Home View ..................................................................................................................................... 15
Lines View ...................................................................................................................................... 17
Active Call View ............................................................................................................................. 18
Calls View ...................................................................................................................................... 18
Understanding Phone Icons and Status Indicators .................................................................... 19
Navigating Your Phone Interface .................................................................................................. 20
Entering Data and Updating Fields ............................................................................................... 21
Using the Onscreen Keyboard ....................................................................................................... 22
Using the Dialpad Keys on the Phone Console ............................................................................. 24
Cleaning the Touchscreen ............................................................................................................. 25
Registering the Phone .................................................................................................................... 26
Configuring Your Phone Using the Web Configuration Utility .................................................. 26
Using Basic Features ......................................................................................... 28 2:
How Your Phone Handles Calls .................................................................................................... 28
Answering Calls .............................................................................................................................. 29
Answering Another Call.................................................................................................................. 30
Answering on a Shared Line .......................................................................................................... 31
Answering Calls Automatically ....................................................................................................... 32
Managing Multiple Calls ................................................................................................................. 32
Placing Calls ................................................................................................................................... 34
Calling from the Dialer .................................................................................................................... 34
Placing Calls from Favorites, Recent Call Lists, and Directories ................................................... 35
Redialing Numbers ......................................................................................................................... 36
Ending Calls .................................................................................................................................... 36
Using Headsets ............................................................................................................................... 36
Enabling Headset Memory Mode ................................................................................................... 37
Using Bluetooth Headsets with Your VVX 600 Phone ................................................................... 38
Responding to Incoming Calls ...................................................................................................... 42
Ignoring Incoming Calls.................................................................................................................. 42
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Rejecting Incoming Calls................................................................................................................ 42
Forwarding Incoming Calls to Another Person .............................................................................. 43
During Calls ..................................................................................................................................... 43
Holding Calls .................................................................................................................................. 43
Transferring Calls ........................................................................................................................... 44
Setting Up and Handling Conference Calls ................................................................................. 45
Setting Up Conference Calls .......................................................................................................... 45
Holding and Resuming Conference Calls ...................................................................................... 46
Ending Conference Calls ............................................................................................................... 46
Splitting Conference Calls into Two Held Calls ............................................................................. 47
Managing Conference Call Participants ......................................................................................... 47
Changing the Way Calls are Answered ........................................................................................ 48
Forwarding All Calls to Another Person ......................................................................................... 48
Rejecting Calls from a Contact ...................................................................................................... 49
Diverting Calls from a Contact to Another Person ......................................................................... 50
Using Do Not Disturb ..................................................................................................................... 50
Using Do Not Disturb with Multiple Lines ....................................................................................... 52
Listening to Voicemail .................................................................................................................... 52
Viewing Recent Calls ...................................................................................................................... 53
Working with Your Contact Directory ........................................................................................... 56
Working with a Corporate Directory ............................................................................................. 59
Controlling What is Heard.............................................................................................................. 60
Updating the Incoming Call Ringtone ............................................................................................ 60
Changing the Speaker Volume ...................................................................................................... 60
Changing the Ringer Volume ......................................................................................................... 60
Updating a Contact’s Ringtone ...................................................................................................... 61
Muting the Microphone................................................................................................................... 61
Choosing Where You Hear Sound Effects..................................................................................... 61
Managing Favorites ........................................................................................................................ 62
Working with Shared Lines............................................................................................................ 64
Using Video and the Polycom VVX Camera ..................................................... 66 3:
Handling Video Calls Without a VVX Camera .............................................................................. 66
About Video Calls ........................................................................................................................... 67
Handling Video During Calls .......................................................................................................... 68
Handling a Mixture of Video and Audio-Only Calls ........................................................................ 70
Handling Conference Calls with Video........................................................................................... 70
Viewing All Video Calls on the Full Screen .................................................................................... 71
Displaying Video in Normal, Full, and Cropped Modes ................................................................. 72
Setting the Call Rate for Video Calls .............................................................................................. 73
Using a VVX Camera ...................................................................................................................... 73
Getting Started ............................................................................................................................... 74
About Video Calls ........................................................................................................................... 76
Handling Video Calls ...................................................................................................................... 77
Handling a Mixture of Video and Non-Video Calls ......................................................................... 81
Handling Conference Calls with Video........................................................................................... 82
Changing Video Settings................................................................................................................ 83
Placing Audio-Only Calls ............................................................................................................... 88
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Calling Using the H.323 Protocol .................................................................................................. 89
Tips for Video Calls ........................................................................................................................ 89
Using Advanced Features .................................................................................. 91 4:
Using Buddy Lists .......................................................................................................................... 91
Updating Your Status ..................................................................................................................... 92
Setting Up and Managing a Buddy List .......................................................................................... 93
Blocking Contacts from Viewing Your Status................................................................................. 93
Monitoring Buddies ........................................................................................................................ 94
Integrating with Microsoft Lync Server ........................................................................................ 96
Recording Calls .............................................................................................................................. 96
Playing Back Recorded Calls ........................................................................................................ 99
Using the Browser ........................................................................................................................ 100
Navigating the Main Browser ....................................................................................................... 101
Entering Information in the Main Browser .................................................................................... 102
Broadcasting Messages Using Push-to-Talk and Group Paging ............................................ 102
Push-to-Talk Mode ....................................................................................................................... 102
Group Paging Mode ..................................................................................................................... 106
Using the Calendar ....................................................................................................................... 109
Opening and Closing the Calendar .............................................................................................. 110
Navigating Month View ................................................................................................................ 110
Navigating Day View .................................................................................................................... 111
Navigating Meeting View.............................................................................................................. 111
Working with Meeting Reminders ................................................................................................ 112
Joining Meetings from the Calendar ............................................................................................ 113
Using a Mouse and Keyboard with Your Phone ........................................................................ 114
Starting and Stopping Polycom Desktop Connector .................................................................... 115
How to Use Your Computer’s Mouse and Keyboard with Your Phone ....................................... 116
Logging into Phones .................................................................................................................... 118
Logging In and Out of a Phone .................................................................................................... 119
Placing Calls from Phones that are in the Logged-Out State ...................................................... 119
Changing Your Password ............................................................................................................ 120
Locking the Phone ........................................................................................................................ 120
About Your User Password .......................................................................................................... 120
Locking and Unlocking Your Phone ............................................................................................. 121
Calling and Answering from a Locked Phone .............................................................................. 121
Accessing Features with Your Login Credentials ..................................................................... 122
Customizing the Phone’s Display ................................................................... 123 5:
Changing the Language on Your Phone .................................................................................... 123
Changing the Time and Date Display ......................................................................................... 123
Changing the Backlight................................................................................................................ 124
Changing the Background Picture ............................................................................................. 125
Using One of Your Own Pictures as the Background Picture...................................................... 126
Displaying Screen Savers ............................................................................................................ 126
Setting Up Screen Savers ............................................................................................................ 127
Interrupting and Disabling Screen Savers ................................................................................... 128
Using the Phone as a Digital Picture Frame .............................................................................. 128
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Using Power-Saving Mode........................................................................................................... 129
Changing Your Office Hours ........................................................................................................ 130
Changing Timeouts ...................................................................................................................... 130
Administrative Tasks ........................................................................................ 132 6:
Investigating Phone Warnings .................................................................................................... 132
Restarting the Phone .................................................................................................................... 132
Updating Phone Configuration ................................................................................................... 133
Testing Phone Hardware.............................................................................................................. 133
Copyright, Safety, and Regulatory Notices .................................................... 135 7:
Service Agreements ..................................................................................................................... 135
Governing Law ............................................................................................................................. 135
Limitations of Liability ................................................................................................................... 135
Polycom Limited Warranty and Limitation Liability ...................................................................... 135
Exclusions .................................................................................................................................... 136
Warranty Exclusive ...................................................................................................................... 136
Safety, Compliance, and Disposal Information ............................................................................ 136
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About This Guide
This VVX 500 and VVX 600 business media phones and VVX camera user guide uses a number of conventions that help you to understand information and perform tasks.
Who Should Read this Guide?
This guide contains overview information for people who are just starting to learn about their VVX 500 or VVX 600 phone, or who have experience, but need a quick refresher. It is intended for beginning users, as well as intermediate and advanced users who want to learn about their phone’s features.
Conventions Used in this Guide
This user guide contains terms, graphical elements, and a few typographic conventions. Familiarizing yourself with these terms, elements, and conventions helps you successfully perform tasks.
Terms and Writing Conventions
The Phone/your phone These terms refer to either the VVX 500 or VVX 600 phone. Unless
specifically noted in this guide, especially with regard to phone graphics, both phones operate in the same way and the information in this guide applies to both phones.
Tap This term refers to touching an item on the screen with your finger and then lifting your finger.  Press This action refers to depressing a key on the keypad or pressing a screen item for a
second or two.
Press and hold When you press and hold a screen item, you need to touch the screen for a
second or two before lifting your finger.
Tap Submenu > Submenu > Submenu This convention describes how to access submenus.
Each submenu name is in boldface and separated by a ‘greater than’ symbol. If the instructions indicate to tap Basic > Preferences > Language, tap the Basic submenu, tap the Preferences submenu, and tap the Language submenu.
Highlight This action refers to tapping an item on the screen so that its appearance brightens.
Soft keys apply to highlighted items.
Select Selecting an item on the screen refers to tapping the item so that another screen opens.  Views Your phone has four main views: Home, Calls, Active Call, and Lines (the default view). A
view is a specific screen on the phone interface that provides unique information and enables you to perform specific tasks.
Dialpad The dialpad is the area of the keypad you use to enter numbers and characters. The
dialpad consists of all the number keys, as well as the asterisk (*) and pound (#) keys.
Scroll This action describes how to view lists that appear on more than one screen. To scroll
through items or lists, touch the screen, and then drag your finger up, down, left, or right. To stop scrolling, stop the dragging motion.
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Swipe This action moves a list of items up, down, left, or right. When you want to scroll quickly,
swipe your finger across the screen, either up, down, left, or right. To stop your screen from scrolling, press your finger anywhere on the screen. Touching the screen while it scrolls does not select anything. Swiping your finger to the left or right also displays other phone views.
Key This term refers to any button on the phone console. Phone keys include the dialpad keys,
, , , , and .
Option An option is one of a series of items you can select for a phone setting, such as Enabled
and Disabled.
Held call This term describes any call that is held. Audio for held calls cannot be heard.  Active call This term refers to a call, including conference calls, you are currently in. An active
call has audio associated with it.
Soft key This term describes the context-sensitive keys that display along the bottom of the
screen that update depending on the task you are performing. To view additional soft keys, if additional soft keys are available, tap More. The More soft key is always on the far-right of the soft key area, as displayed next.
Figure 1: Soft Keys
Soft key area The soft key area, displayed in the following picture, is the area along the bottom of
the screen that displays context-sensitive soft keys.
Figure 2: Soft Key Area
Status bar The status bar, displayed in the following picture, is the top-most part of the
touchscreen. It displays the time and date and if your phone has messages, scrolling messages under the time display. The information that displays on the left of the status bar depends what view you are in. From Home view, your phone line displays. In other views, icons display that you can tap to access messages, recent calls, or view phone information. Icons may also display to let you know a certain feature, such as Bluetooth, is enabled.
Figure 3: Status Bar
Information Elements
This guide uses the following information elements to highlight important information.
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Name
Icon
Description
Note
The Note icon highlights information of interest or important information needed to be successful in accomplishing a procedure or to understand a concept.
Administrator Tip
The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips.
Caution
The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration.
Warning
The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration setup, and/or affect phone or network performance.
Web Info
The Web Info icon highlights supplementary information available online such as documents or downloads on support.polycom.com or other locations.
Timesaver
The Timesaver icon highlights a faster or alternative method for accomplishing a method or operation.
Power Tip
The Power Tip icon highlights faster, alternative procedures for advanced administrators already familiar with the techniques being discussed.
Troubleshooting
The Troubleshooting icon highlights information that may help you solve a relevant problem or to refer you to other relevant troubleshooting resources.
Settings
The Settings icon highlights settings you may need to choose for a specific behavior, to enable a specific feature, or to access customization options.
Convention
Description
Bold
Highlights interface items such as menus, soft keys, file names, and directories. Also used to represent menu selections and text entry to the phone.
Italics
Used to emphasize text, to show example values or inputs, and to show titles of reference documents available from the Polycom Support Web site and other reference sites.
Icons Used in this Guide
Typographic Conventions
A few typographic conventions, listed next, are used in this guide to distinguish types of in-text information.
Typographic Conventions
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Convention
Description
Blue Text
Used for cross references to other sections within this document and for hyperlinks to external sites and documents.
Courier
Used for code fragments and parameter names.
What’s in This Guide
This guide is organized into six chapters. The beginning chapters introduce the phone, describe how to use video and the VVX Camera, and explain how to use basic features. Later chapters describe advanced phone features, and how to customize your phone to suit your needs. The guide also includes safety and legal information.
Chapter 1: Getting Started This chapter contains general information about your phone that is helpful before you start using your phone. It describes phone hardware and phone views, and how to use the touchscreen, navigate menus, and enter data.
Chapter 2: Using Basic Features All the basic features that your phone offers, such as how to add contacts and favorites, or transfer or forward calls, are described in this chapter.
Chapter 3: Using Video and the Polycom VVX Camera If video is enabled on your phone, and/or you have a VVX Camera attached to your phone, refer to this chapter for information on how video and the VVX Camera work on your phone.
Chapter 4: Using Advanced Features Advanced features that may not be available on the phone, or that you may not use on a day-to-day basis, are described in this chapter. Advanced features include recording calls, locking your phone, monitoring buddies, and accessing a Browser.
Chapter 5: Customizing Your Phone You can customize your phone in many ways, including setting up a screen saver, or changing the backlight, background picture, or time and date format. Read this chapter to personalize your phone.
Chapter 6: Administrative Tasks This chapter describes tasks that your administrator may ask you to
perform. These tasks include investigating phone issues, restarting the phone, updating the phone’s
configuration, and testing phone hardware. Copyright, Safety, and Regulatory Notices This section provides important safety and compliance
information related to your phone. End-User License Agreement The End-User License Agreement outlines the legal agreement
between you and Polycom when you agree to install and use Polycom software.
Related Documents
For additional information about the VVX 500, VVX 600, and VVX Camera, see the following documents:
User Documents:
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Polycom VVX 500 and VVX 600 Business Media Phones and Polycom VVX Camera Quick
User Guide This guide is a quick reference on how to use the phone’s most basic features, including how to use video and the VVX Camera. It also briefly describes how to navigate the phone and enter information. It is available from the Polycom VVX 500, Polycom VVX 600, and
VVX Camera support pages.
Setup and maintenance documents:
Polycom VVX 500 and VVX 600 Business Media Phones Quick Start Guide This guide
describes the contents of your phone package, how to assemble the phone, and how to connect the phone to the network. The quick start guide is included in your phone package. It is also available from the Polycom VVX 500 and Polycom VVX 600 support pages.
Polycom VVX Camera Quick Start Guide This guide describes the contents of your camera
package, and how to attach the camera to your phone. The quick start guide is included in your camera package. It is also available from the VVX Camera support page.
Polycom VVX 500 Business Media Phone Administrators’ Guide This guide provides detailed
information about setting up and configuring your phone, including how to configure features. It is available from the Polycom VVX 500 support page.
Polycom VVX 600 Business Media Phone Administrators’ Guide This guide provides detailed
information about setting up and configuring your phone, including how to configure features. It is available from the Polycom VVX 600 support page.
Polycom VVX Camera Administrators’ Guide This guide provides detailed information about
setting up and configuring your camera, including how to configure features. It is available from the VVX Camera Support page.
Polycom VVX 500 and VVX 600 Business Media Phone Wallmount Instructions This
document provides detailed instructions for mounting your phone on the wall. To install your
phone on the wall, you’ll need the optional wallmount package. The wallmount instructions are
included in the optional wallmount package. They are also available from the Polycom VVX 500 or Polycom VVX 600 support pages.
Feature Descriptions and Technical Notifications for Polycom phones These documents describe
workarounds to existing issues and provide expanded descriptions and examples for phone settings and features. You can find these documents on the Polycom Support Web site on the
Polycom Profiled UC Software Features and Polycom Engineering Advisories and Technical Notifications support pages.
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Note: Accessing Features and Options
As you read this guide, keep in mind that certain phone features are configurable by your system administrator or determined by your phone environment. As a result, some features may not be enabled or may operate differently on your phone. The examples and figures in this guide may not directly reflect what displays or is available on your phone screen.
Getting Started 1:
Before you use your phone, take a few moments to become familiar with its features and user interface. This chapter details your phone’s components, the screen layout of your phone, and how to use your phone’s touchscreen. This chapter also includes how to clean the touchscreen and configure your phone remotely using the Polycom Web Configuration Utility.
Understanding Phone Keys and Hardware
The following figure displays the important phone features on the VVX 500 and VVX 600
Figure 4: VVX 500 and VVX 600 Phone Features
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Web Info: Attaching Phone Hardware
For information on attaching phone hardware, including how to connect your phone to the network,
see the Quick Start Guide for your phone, available by navigating to your phone’s Support page
from the Business Media Phones Support page.
The following list describes the important phone features on the VVX 500 and VVX 600:
Reversible tab Secures the handset in the cradle when your phone stand is positioned at a high
angle. To secure the handset, remove the tab, reverse it so the protrusion points up, and re-insert it. Then, position the handset so the protrusion on the tab fits into the slot on the handset.
Speaker Provides ringer and speakerphone audio output.  Dialpad Enables you to enter numbers, letters, and special characters. You can also use the
dialpad keys to select menu items that have index numbers.
Security Slot The connector on the left side of your phone that enables you to attach a laptop
cable lock to your phone so you can secure it to a desktop. For more information on locking your phone to the desktop, see Security Slots on Polycom Phones (Technical Bulletin 64654).
USB Ports Enable you to:
Attach a USB flash drive so you can record calls, update the background picture on your phone,
set up a screen saver, or use your phone as a digital picture frame.
Attach a USB headset. Attach a VVX Camera to the top-most port.
Message Waiting Indicator Flashes red to indicate new messages.  Home and Lines Key Press from any screen to display Home view. From Home view, press
to display other phone views: Line and Call view.
Touchscreen The screen is touch-sensitive. Tap to select and highlight screen items. To scroll,
touch the screen, and swipe your finger up, down, right, or left.
Headset Key Enables you to place and receive calls through a headset. The key glows green
when an analog headset is activated, and blue when a USB or Bluetooth headset is activated.
Speakerphone Key Enables you to place and receive calls using the speakerphone. The key
glows green when activated.
Mute Key Mutes local audio during calls and conferences. The key glows red when activated.  Volume Key Adjust the volume of the handset, headset, speaker, and phone’s ringer. Microphone Transmits sound to other phones.
Navigating Phone Views
Your phone has four main views: Home, Calls, Active Call, and Lines (the default view). To change views:
For Home view, press .
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Troubleshooting: Why Can’t I Access a Certain View?
The views you can access depend on the number of calls your phone has, and if your phone has an active call. If your phone is idle, you can access Home and Lines view. If your phone has one call only—and it is active—you can access Home, Lines, and Active Call view. If your phone has multiple calls, or one held call, you can access Home, Lines, and Calls view.
From Home view, press to display either Lines, Calls, or Active Call view. To switch between Lines view and either Calls or Active Call view, swipe the screen to the right or
left.
At the top of each view is a status bar, displayed next. The status bar displays the date and time, your phone linedepending what view you are in, and icons that you can tap to access messages or recent calls. When your phone has information you should know about, icons and messages scroll together with the date, under the time display. If you have a VVX 600, additional icons might display in the status bar, such as Do Not Disturb (DND) and Warning icons, which you can tap.
Figure 5: Status Bar
Home View
You can display Home view, displayed next, by pressing . Home view displays your phone line and icons you can tap to access phone features, settings, and information. At the bottom of Home view is a Page Indicator that you can press and hold to control how many icons Home view displays.
Figure 6: Home View
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User Tip: Displaying Additional Home View Icons
Instead of pressing the Page Indicator to view additional Home view icons, swipe the screen right or left.
To display additional Home view icons, displayed next, press and hold the Page Indicator. Press and hold the Page Indicator again to view fewer icons.
Figure 7: Additional Home View Icons
Home view displays the following icons:
New Call Tap New Call to display the Dialer so you can place a call.  Messages Tap Messages to access your voicemail.  Directories Tap Directories to access your Contact Directory and Recent Calls list. You can also
tap Directories to access a Corporate Directory and a Buddy Status List if they are set up on your phone.
Forward Tap Forward to set up forwarding options for incoming calls.  DND Tap DND to toggle DND (Do Not Disturb) on or off. When DND is enabled, your phone does
not ring and incoming calls go to voice mail.
Settings Tap Settings to access phone features and settings to customize your phone.
Additional icons may include:
Applications Tap Applications to access a menu of custom applications. Ask your system
administrator for information about any specific applications listed in this menu.
Calendar Tap Calendar to show a calendar with your meeting details. Using the Calendar feature,
you can join meetings directly from your phone.
From Home view, tap a phone line to display additional phone lines that you can set up for your phone and favorites, displayed next. From this screen, tap a phone line to open the Dialer, or tap a favorite to dial the favorite. To display the Home view icons again, tap Close.
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Figure 8: Additional Lines and Favorites from Home View
Lines View
Lines view, displayed next, is your phone’s default display. To display Lines view, press from Home view.
Lines view displays your phone lines, your favorites, and soft keys in the soft key area.
Figure 9: Lines View
When your phone is idle, you can:
Tap a phone line to access the Dialer. Swipe to switch between Lines view and the Idle Browser, if available.
When calls are queued in your phone, the phone line indicates the number of calls you have, and if they are active or held. When the phone line has an active call, a green bar displays, as displayed in the following VVX 500 example. When the phone line has one or more held calls, a flashing red bar displays, as displayed in the following VVX 600 example. To display your calls, press and hold the phone line, or swipe the screen.
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Troubleshooting: Why Can’t I Access the Idle Browser?
If your phone has calls, you cannot access the Idle Browser. To access the Main Browser, tap Applications from Home view. For information about the Idle and Main Browsers, see Using the
Browser.
Figure 10: Active and Held Calls
Active Call View
When you have only one call in progress and it is an active call, you can access Active Call view, displayed next. When you are in Home view, you can display Active Call view by pressing , or tapping
in the status bar. To switch between Lines and Active Call view, swipe the screen right or left.
Active Call view displays the name and number of the person you are talking with and the duration of the call. From Active Call view, you can manage the call. You can hold, end, or transfer the call, or set up a conference call with the person you’re talking with and other parties.
Figure 11: Active Call View
Calls View
You can access Calls view, displayed next, if your phone has multiple calls in progress, or your phone has one held call. If you are in Home view, you can display Calls view by pressing , or tapping in the status bar. To switch between Lines and Calls view, swipe the screen right or left.
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Note: What Does a Highlighted Call Indicate? How Do I Highlight a Call?
A highlighted call is either bright green or blue. Tap an active call to make it bright green, or tap a held call to make it bright blue. The soft keys apply to the highlighted call.
Icon
Description
Icon
Description
Registered line
Status indicators in Lines view. A flashing red bar indicates held calls. A green bar indicates an active call.
Unregistered line
Do Not Disturb enabled
Placing a call
Phone warning
Active call using Polycom HD Voice
Login credentials invalid
Figure 12: Calls View
Scroll to see all your calls. If your phone has multiple lines, calls display under the associated line. Call color indicates status:
Dark Green Active call.  Dark Blue Incoming and held calls.  Bright Green Active call is highlighted.  Bright Blue Incoming or held call is highlighted.
Understanding Phone Icons and Status Indicators
The following table displays icons, including phone, call, or buddy/contact status, and indicators which let you know that a feature is enabled. You can tap certain icons to access information or features. For information on video icons, see Chapter 3, Using Video and the Polycom VVX Camera.
Table 1: Phone Icons and Status Indicators
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Icon
Description
Icon
Description
Held call
Shared line
Incoming call in Lines view
Shared line with a held call
Incoming call in Call view
Call forwarding is enabled
Active conference
Tap to access recent calls
USB flash drive attached
Tap to access messages
Recording in progress or paused (VVX 500 only)
Presence status (Available)
Recording paused (VVX 600 only)
Presence status (Busy)
Recording in progress (VVX 600 only)
Presence status (Away)
Placed call
Presence status (Do Not Disturb)
Received call
Presence status (Offline)
Missed call
Presence status (No information)
Bluetooth available (VVX 600 only)
Bluetooth headset paired and connected (VVX 600 only)
Task
Action
Return to Home view from any screen
Press .
Return to the previous screen
Tap Back, as displayed next.
Navigating Your Phone Interface
The following table shows you how to navigate your phone’s screens, as well as select and highlight options.
Table 2: Navigating Your Phone Interface
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Task
Action
Switch phone views
If you are in an active call, press to switch between Home view, Lines view and Calls view.
If you are not in an active call press to switch between Home view and Lines view.
If you are in Home view and press , the Idle Browser may display. Swipe the screen to display
Lines view.
Highlight calls in Calls view
Tap a call to highlight it. The soft keys apply to the highlighted call.
Select a menu item or option
Tap the menu item or option.
Close an option box without selecting anything
Tap .
Select an icon, soft key, menu item, or option
Tap the icon, soft key, menu item, or option. If an item in a list has a number next to it, you can press the corresponding number on the dialpad to select the item.
Select a soft key that’s not in view
If a More soft key displays in the far-right of the soft key area (as displayed next), there are additional soft keys available, but you cannot see them. Tap More to view the additional soft keys.
Entering Data and Updating Fields
You can enter information and edit fields using the onscreen keyboard, or using the dialpad keys on the phone console.
Before you use the onscreen keyboard or the dialpad keys to enter information in fields, you can tap the Encoding or Mode soft key to specify how you want to enter information:
Mode enables you to enter just numbers, or text in title case, lower case, or upper case
characters.
Encoding enables you to enter alphanumeric and special charactersincluding all the options
available when you tap Modeas well as characters in special languages.
The following tables list the Mode and Encoding options.
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Options Available When You Tap Mode
Options Available When You Tap Encoding or
Abc (to capitalize the first letter only, and use lower case for the remaining letters)
Abc ABC (to enter upper case only)
ABC
Abc (to enter lower case only)
abc
123 (to enter numbers only)
123
ASCII (for regular text)
Latin (to enter accented characters)
Katakana (for Japanese characters)
Unicode (to store characters as double bytes)
Cyrillic (for Russian characters)
Troubleshooting: I’m Using the Onscreen Keyboard, But the Encoding or Mode Soft Key Doesn’t Display
When the onscreen keyboard displays, the Encoding and Mode soft keys are not available. To select Encoding options, tap . Or, tap , , , or to enter information in a
specific way. For tips on using the onscreen keyboard, see Using the Onscreen Keyboard.
Table 3: Mode and Encoding Options
Using the Onscreen Keyboard
Use the onscreen keyboard, displayed next, to quickly update field information. When a data entry field only requires numbers, the onscreen keyboard just displays numbers.
Figure 13: Onscreen Keyboard
To access the onscreen keyboard, tap in the phone’s status bar, as displayed next. The icon displays in the status bar whenever you can enter information in a field.
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User Tip: Another Way to Select How You Want to Enter Information
Tap , , , or to select alphabetic, numerical, upper case, or lower case mode. For more information on these keys, see the table below.
Figure 14: Status Bar
To use the onscreen keyboard:
1 Open the onscreen keyboard by tapping in the phone’s status bar. 2 To enter information in a specific wayfor example, in upper case only and using the ASCII
formattap and select the options you want, as displayed next.
3 Press your finger on the character you want.
The character displays in a magnified view on the screen, as displayed next. To enter the character, lift your finger. If you do not want to enter the character, drag and lift your finger.
4 When you finish entering information, tap . 5 Tap Save.
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Task
Action
Select an Encoding option (title case, upper case, lower case, numbers-only, ASCII, Latin, Katakana, Unicode, Cyrillic)
Tap and tap the Encoding options you want. Enter text
Tap and tap the characters you want.
Enter upper case characters
Tap and tap the characters you want.
Enter lower case characters
Tap and tap the characters you want.
Enter numbers
Tap and tap the numbers you want.
Enter special characters
Tap and tap the characters you want.
Exit the onscreen keyboard, enter the information, and update the next field
Tap .
Delete one or more characters
Drag your finger across the characters to highlight them in yellow and tap .
Replace characters
Highlight the characters you want to delete. Then, enter the characters you want.
Data Type
Action
Enter numbers, or characters in upper case, lower case, or title case mode
Tap Encoding or Mode, and select one of the alphabetic (ABC, abc, or Abc) options.
Enter only numbers
Tap Encoding or Mode, and select the numeric (123) option.
Enter text in a special language
Tap Encoding, and select one of the language options.
Use the tips in the following table to enter information using the onscreen keyboard.
Table 4: Using the Onscreen Keyboard to Enter Information
Using the Dialpad Keys on the Phone Console
Instead of using the onscreen keyboard, you can use the dialpad keys on your phone console to update field information. When a field requires data input, tap Encoding or Mode to specify how you want to enter data.
The following table describes how to enter different types of data on your phone.
Table 5: Using the Dialpad Keys to Enter Information
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Data Type
Action
Enter a character
Press a dialpad key repeatedly to view the character options and stop to select. When the character you want to enter displays in the field, wait one second, and enter the next character.
Enter a number
Press a dialpad key repeatedly (depending what mode you’re in) to
enter the number that displays on that key.
Enter a special character
Tap Encoding, and select one of the alphabetic (Abc, ABC, or abc) options. Then, press the 1, *, 0, or # key one or more times to enter one of the following special characters:
1 key:
* key:
0 key:
# key:
You cannot access special characters when you are in numerical (123) mode.
Enter a space
Tap Encoding, and select one of the alphabetic (Abc, ABC, or abc) options. Then, press the 0 key.
You cannot enter a space when you are in numerical (123) mode.
Delete one or more characters
Drag your finger across the characters until the cursor is positioned to the right of the character(s) you want to delete. Then, tap (or
press and hold) .
Cleaning the Touchscreen
The touchscreen requires very little maintenance. Periodically, however, you may need to clean it. Use a clean, dry, microfiber cloththe kind you would use to clean glass surfacesto wipe the touchscreen. This type of cloth is available from many office supply stores.
Before you clean the screen, disable it so you do not activate phone functions while you wipe the touchscreen. To enable the touchscreen again, press any key on the phone console.
To answer a call while the touchscreen is disabled, pick up the handset. Or, press or and tap
Answer. To clean the touchscreen:
1 Tap Settings from Home view, and tap Basic > Screen Clean. 2 Wipe the glass with a clean, dry, microfiber cloth. 3 To enable the touchscreen again, press any key on the phone console.
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Note: What Happens if I Wipe the Touchscreen, But It’s Still Dirty?
Dampen a soft, lint-free cloth with an isopropyl alcohol and water solution of 50:50, and then wipe the screen with the cloth. Always use the dampened cloth to apply the solution; never apply the solution directly, which could seep inside the screen or stain the phone. In addition, do not use caustic chemicals to clean the touchscreen.
Web Info: How to Register Your Phone
For detailed information on how to register your phone after you install it, see Registering
Standalone Polycom Phones (Quick Tip 44011).
Web Info: Using the Utility
For detailed information on accessing, navigating, and using the utility, see the Polycom Web
Configuration Utility User Guide.
Registering the Phone
In most cases, your phone is deployed with multiple other phones and your system administrator configures the phone parameters, so that after you set up your phone, the phone is registered and ready to use.
When your phone is not part of a large phone deployment, your phone might not be registered after you set it up. Before you use your phone, you or your system administrator has to register it.
Configuring Your Phone Using the Web Configuration Utility
This user guide explains how to update phone settings from your phone using the phone’s menu
commands. If you wish, you can also 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 a 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.
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 need to know the IP address of your phone and the user password to log in to the utility.
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Before you begin using the Web Configuration Utility, you need to know the IP address of your phone and the user password to log in to the utility.
To find your phone’s IP address:
» From Home view, Select Settings > Status > Platform > Phone, and use the arrow keys to
navigate to your phone’s IP address.
To access the Web Configuration Utility for your phone:
1 Launch a 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. For example, if your
phone’s IP address is 123.22.3.4, enter this information in the address bar.
3 Press the Enter key. 4 From the Web Configuration Utility login screen, select User, and enter the user password. The
default user password is 123.
5 Click Submit.
The Web Configuration Utility Home screen displays.
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Using Basic Features 2:
Now that you are familiar with your phone’s user interface, you are ready to perform basic phone tasks that you can use on a daily basis. This chapter explains how to handle multiple calls at one time, how to manipulate incoming and active calls, and how to access directories and lists so you can perform tasks quickly and efficiently.
The following information is described:
Calling, answering, holding, and ending calls Ignoring, rejecting, forwarding, and transferring calls Setting up conference calls Enabling Do Not Disturb Listening to voicemail Handling Directories, Recent Calls, and Favorites Customizing ringtones Controlling phone volume Using headsets Managing shared lines
How Your Phone Handles Calls
Your phone can handle multiple calls at a time. However, only one active callthe call that has audio associated with itcan be in progress at any given time. In addition to the active call, your phone may have multiple other calls that are either held, or in an incoming or ringing state. Your phone can handle a maximum of 24 calls at one time.
Your administrator can set up your phone to have up to 12 lines (for the VVX 500) or 16 lines (for the VVX
600). Lines can have unique extension numbers, or they can have the same extension number as other lines.
You can place and answer calls in these ways:
Using the handset Using the speakerphone Using a headset
During a call, you can alternate between handset, headset, or speakerphone modes by picking up the handset, or pressing or . For example, if you’re using the handset, you can switch to headset
mode by pressing , or switch to speakerphone mode by pressing .
When you’re in speakerphone mode, glows green. When you’re in headset mode, glows green if an analog headset is connected, and blue if a USB headset is connected. When both an analog and USB headset are connected, the USB headset is used.
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Troubleshooting: Why Doesn’t the Speakerphone Work?
If your speakerphone doesn’t work, your system administrator may have disabled it. You must
handle calls using the handset or a headset. If your system administrator disables the speakerphone on your phone, Handsfree mode disabled appears on the touchscreen after you press .
Power Tip: Setting Up the Phone to Automatically Use Your Headset for All Calls
If you frequently use a headset, you can make the headset the default call path. To set this up, see
Enabling Headset Memory Mode.
Answering Calls
All incoming calls display in an Incoming Call window, as displayed next.
Figure 15: Incoming Call Window
To answer the call, do one of the following:
To use the handset, pick up the handset. To use the speakerphone, press or tap Answer. To use your headset, press .
When you’re already in handset, speakerphone, or headset mode, tap Answer, and the phone automatically uses the mode you’re in.
When you don’t answer the call within 10 seconds, the Incoming Call window disappears, and either Home or Calls view displays, as displayed next. The view that displays depends if your phone last displayed Home or Lines view.
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Note: Setting Up a Visual Incoming Call Alert
Your system administrator can enable the touchscreen to flash bright orange when you have an incoming call. The touchscreen continues to flash until the incoming call displays in Home or Calls view. For more information about this feature, see your system administrator.
Note: Answering Calls When Your Phone is Locked
If your phone is locked, the way you answer calls is different. For more information on answering calls from a locked phone, see Calling and Answering from a Locked Phone.
Figure 16: Incoming call from Home view:
Figure 17: Incoming call from Calls view:
To answer the call, pick up the handset, press , or press . Or, from Calls view, tap Answer to use the speakerphone.
Answering Another Call
When you are in an active call and an incoming call arrives on the same or a different line, a call waiting tone beeps, and the Incoming Call window displays, as displayed next. To answer the call, tap Answer. The call you were in is held.
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Figure 18: Incoming Call Window
If you don’t answer the call within 10 seconds, the Incoming Call window disappears, and either Home or Calls view displays, as displayed next.
Figure 19: Incoming call from Home view:
Figure 20: Incoming call from Calls view:
To answer the call from Home view, tap to display Calls view. To answer the call from Calls view,
tap the incoming call if it’s not already highlighted, and tap Answer.
Answering on a Shared Line
When you share a line with another phone, you can answer calls normally, or, someone who shares the line can choose to answer the call from their phone. When you share a line with another phone and you place a call on hold, anyone who shares your line can answer the held call.
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Note: Auto-Answered Calls and Microphone Mute
Your phone mutes the microphone for all auto-answered calls, so that the party calling you can’t hear you. To unmute the microphone so the other party can hear you, press . To enable or
disable microphone mute for auto-answered calls, see the following procedure.
For more information about shared lines, including what you can and cannot do with shared lines, see
Working with Shared Lines.
Answering Calls Automatically
You can set up your phone to auto-answer calls, so you do not have to push a button or tap a key to answer a call. When you enable this feature, your phone automatically answers incoming calls using the speakerphone. Your system administrator sets how many times your phone rings before the call is auto­answered.
When Auto Answer is enabled and a call arrives while you are already in a call, the incoming call is automatically answered only if you end or hold the current call.
To enable your phone to automatically answer calls:
1 Tap Settings from Home view, and tap Basic > Preferences > Auto Answer. 2 From the Auto Answer screen, you can:
Enable your phone to automatically answer SIP calls. Tap Auto Answer SIP Calls, and tap
Yes. The default setting is No.
Enable your phone to automatically answer H.323 calls. Tap Auto Answer H.323 Calls, and
tap Yes. The default setting is No. This field only displays if your phone supports the H.323 protocol.
Mute the microphone for all auto-answered calls so the incoming caller can’t hear you. Tap
Microphone Mute, and tap Yes. The default setting is Yes.
Mute the video when video calls are auto-answered (so that the incoming caller cannot see
you), tap Video Mute, and tap Yes. The default setting is No.
3 Tap Save.
Managing Multiple Calls
You can manage multiple calls from Lines and Calls view. To switch between the two views, swipe the screen.
In Lines view you can see each line on your phone and how many calls each line has, as displayed next. A green bar indicates a line with an active call. A flashing red bar indicates a line with one or more held calls. In the example on the left, line 2091 has two calls, one active call and one held call, and line 2095 has one held call. The soft keys apply to the phone line that has the blue border, line 2091. To display the calls for a particular line, press and hold the phone line.
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Figure 21: Lines View
When you tap a phone line that does not have an active call, the most recent call on that line becomes active, even if you are already in an active call on a different line. If you are already in an active call on a different line, the active call is held.
Swipe the screen to display Calls view. Calls view displays all the calls for each phone line, as displayed next. All the calls for a phone line display under the associated phone line. Scroll up or down to see all your lines and calls.
Figure 22: Call View
To manage a call, tap the call to highlight it. Then, tap one of the soft keys to hold, resume, end, or transfer the highlighted call, or set up a conference with the highlighted call.
When you navigate away from your calls, tap to see Active Call or Calls view, as displayed next.
Figure 23: Status Bar with Calls Button
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Note: Calling from a Locked Phone
If your phone is locked, see Calling and Answering from a Locked Phone for information on placing calls when your phone is locked.
Placing Calls
You can place a call using the handset, speakerphone, or headset. You can dial the number first, and then choose the methodby picking up the handset, pressing , or pressing or choose the
method first, and then dial the number. You can place calls in these ways:
Manually, from the Dialer Automatically, by tapping a favorite in Home or Lines view Automatically, from your Favorites list, Recent Calls list, or Contact Directory.
Calling from the Dialer
The Dialer displays a list of previously placed calls. Tap one of the Dialer entries to enter it. Or, start entering a number. As you enter numbers, the Dialer displays a list of similar numbers, as displayed next. Tap a match to automatically enter it.
Figure 24: The Dialer
To display the Dialer, do one of the following:
From Home view, tap New Call. From Lines or Calls view, tap the New Call soft key. The New Call soft key does not display if you
have an active call.
Start entering a phone number, if your phone is idle. Pick up the handset, or press or , if you do not have an active call.
In Lines view, tap a phone line that does not have any calls.
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User Tip: Choosing URLs or Numbers Mode from the Dialer
To enter a URL in the Dialer, tap URL. To exit URL mode and enter numbers, tap Number.
Note: Handling Automatically-Placed Calls
Your administrator sets up your phone to automatically place the call after you enter a certain number of digits. If your phone doesn’t automatically place the call, tap . If a call is placed
before you enter all the digits, place the call as follows: enter the phone number and tap .
Timesaver: Automatically Dialing Favorites
You can quickly dial a favorite from Home or Lines view:
From Home view: Tap the phone line, and tap the favorite you want to call.
From Lines view: Tap the favorite you want to call.
When you access the Dialer, an active call is held.
To call from the Dialer:
Enter the number, and then pick up the handset. Press or tap , or press . If you’re already in handset, speakerphone, or headset mode, enter the number, and tap .
Placing Calls from Favorites, Recent Call Lists, and Directories
In addition to the Dialer, you can place calls from the Recent Calls list, Favorites list, or you’re Directory. Or, you can quickly call a favorite from Home or Lines view.
To call from the Recent Calls list:
1 Access your Recent Calls list by doing one of the following:
From Home view, tap Directories, and tap Recent Calls. From the Dialer, tap Recent.
From Lines, Calls, or Active Call view, tap .
2 From the Recent Calls list, tap the person you want to call. The call is automatically placed.
To call from your Favorites list:
1 From Home view, tap New Call. 2 From the Dialer, tap Favorites. 3 From your Favorites list, tap the favorite you want to call. The call is automatically placed.
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Note: How Do I End a Held Call?
A call must be active to end it. To end a held call: From Calls view, tap the held call to highlight it, tap Resume, and then tap End Call.
To call from your Directory:
1 Access your directory by doing on of the following:
From Home view, tap Directories, and tap Contact Directory From Home view, tap New Call, and tap Directory.
2 From your Directory, tap the contact you want to call. 3 From the contact’s information screen, tap the contact’s phone number. The call is automatically
placed.
Redialing Numbers
To dial the last number you called, open the Dialer. The first number in the list is the last call you placed.
To redial a number:
1 From the Dialer, displayed next, tap the first number in the list.
2 Place the call.
Ending Calls
To quickly end an active call, replace the handset, or press or . Or, from Active Call, Lines, or Calls view, tap End Call. If you’re in Calls view, be sure to highlight the call first.
Using Headsets
You can connect an analog and USB headset to your phone. When an analog headset is connected and in use, glows green. When a USB headset is connected and in use, glows blue. When both an
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Web Info: More Information About Headsets
For information on how to connect a headset to your phone, see the Quick Start Guide for
your phone, available by navigating to your phone’s Web page from the Business Media
Phones Support page.
For information on your headset’s features, as well as how to sync your headset with your
phone, see your headset documentation.
For a list of supported headsets, see Using Headsets with Polycom Phones (Feature Profile
37477). For detailed information about how to use electronic hookswitch, see Using an Electronic Hookswitch (Technical Bulletin 35150). These documents are available from the Polycom Profiled UC Software Features and Polycom Engineering Advisories and Technical Notifications Support pages.
Troubleshooting: Why Doesn’t My Headset Work with My Phone?
Certain USB headsetssuch as those that come with a docking stationhave two modes: deskphone and softphone. To work with your phone, your headset must be in softphone mode. If you cannot operate the phone from your headset, it is possible your headset is in deskphone mode. To switch modes, press and hold the headset hookswitch until you hear a sound or message on the headset.
analog and USB headset are connected, the USB headset is used. When two USB headsets are connected, the headset you connected first is used.
When you use a headset, you can set up your phone so that all calls use your headset. To enable this feature, see Enabling Headset Memory Mode. When you use a headset that supports electronic hookswitch (EHS), you can use the controls on your headset to answer and end calls. In addition, you may be able to mute calls and control volume from your headset.
VVX 600 phones also support Bluetooth headsets. If your system administrator enables Bluetooth capability for your phone, you can use a Bluetooth device to handle calls. When a Bluetooth headset is connected and in use, glows blue. When analog, digital, and Bluetooth headsets are connected to your phone, the Bluetooth headset is used. To use a Bluetooth headset, see Using Bluetooth Headsets
with Your VVX 600 Phone.
Enabling Headset Memory Mode
This feature is useful for permanent or full-time headset users. You can set up your phone so that all incoming and outgoing calls use your headset. At any time, you can switch to handset or speakerphone mode.
To use Headset Memory Mode, enable and then activate Headset Memory Mode. When Headset Memory Mode is activated, flashes either green, for analog headsets, or blue, for USB or Bluetooth
headsets.
To enable Headset Memory Mode:
1 Tap Settings from Home view, and tap Basic > Preferences > Headset > Headset Memory. 1 From the Headset Memory Mode screen, tap Enabled.
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2 Press . 3 To activate Headset Memory Mode, press twice. The Headset key flashes to indicate that the
phone is in Headset Memory Mode. Now, whenever you answer a call, the call connects to your headset automatically. When you switch to the speakerphone or the handset, you deactivate Headset Memory Mode. Calls no
longer automatically go to your headset, unless you choose this mode. To have calls go to your headset again, activate Headset Memory Mode by pressing twice.
Using Bluetooth Headsets with Your VVX 600 Phone
If you have a VVX 600 phone and your system administrator enables Bluetooth capability, you can use a Bluetooth headset with your phone to handle calls. To use your Bluetooth headset with your phone, you need to turn on the Bluetooth option on your phone, and then pair and connect your Bluetooth device with your phone.
This section shows you how to turn Bluetooth on, and how to pair and connect your Bluetooth headset. It also provides general information on how to use your Bluetooth headset with your phone, and how to disconnect and remove your Bluetooth headset from your phone.
Turning On the Bluetooth Option
Before you can use a Bluetooth headset with your phone, you need to turn on the Bluetooth option. When Bluetooth is turned on, the Bluetooth icon displays in the status bar, as displayed next.
Figure 24: Status Bar
After you turn on the Bluetooth option, you can pair and connect your Bluetooth headset.
To turn on the Bluetooth option on your phone:
1 From Home view, tap Settings > Basic > Bluetooth Settings > Bluetooth Radio. The Bluetooth
Radio screen displays, as displayed next.
2 To turn Bluetooth on, tap On. The message Turning BT radio on/Please wait displays.
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Note: Pairing and Connecting Bluetooth Headsets
The following instructions are intended as a guide, and do not apply to all Bluetooth devices. You can usually find instructions for your headset on the device manufacturer’s Web site.
Troubleshooting: Why Don’t the Bluetooth Settings Display on My Phone?
If the Bluetooth settings don’t display on your phone, check that your administrator has enabled the
Bluetooth feature on your phone. If the feature is enabled, make sure you have turned the Bluetooth option on. See Turning On the Bluetooth Option.
The Bluetooth icon displays in the status bar. You may have to wait several seconds for the icon to display. When the icon displays, you can pair and connect your Bluetooth headset.
Pairing and Connecting Bluetooth Headsets
Before you use your Bluetooth headset, you need to pair and connect it with your phone. You can pair up to four Bluetooth headsets with your phone; however, only one headset can be connected at a time.
To pair and connect your Bluetooth headset with your phone:
1 Turn your Bluetooth headset on and place the headset in discovery mode. To place your headset in
discovery mode, refer to your headset documentation.
2 From Home view, tap Settings > Basic > Bluetooth Settings > Manage BT Headsets. A list of all
paired and connected headsets displays, as displayed next.
The icon next to each headset indicates headset status:
Bluetooth icon indicates that the headset is paired but not connected.
Bluetooth/Headset icon indicates that the headset is both paired and connected.
In the following example, the first headset is paired but not connected, and the second headset is
both paired and connected.
3 Do one of the following:
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Note: Why Doesn’t My Headset Pair Automatically?
If your headset is an older model, you may have to enter a password (for example, 0000) before the headset can pair with your phone.
If your headset is listed, but is just paired and not connected (that is, it has next to it), go to
step 5 to connect it.
If your headset is not listed, find the headset by tapping Scan. Make sure your headset is in
discovery mode before you tap Scan. The message Place device in discoverable mode reminds you to do this. Refer to your headset documentation for information on how to place your headset in discovery mode.
All the nearby devices in discovery mode are added to the list, as displayed next. A red icon displays next to each unpaired headset.
4 Tap the headset you want to pair and tap Add to begin the pairing process. An Adding device
message displays. After your headset is added, the Manage BT Headsets screen displays. Your
headset is paired, but not connected, as displayed next.
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5 Tap the headset you want to connect, and tap Connect. A Connecting device message displays.
After your headset connects, a Headset attached message displays, and your headset model
displays next to the Bluetooth/Headset icon, the icon that indicates that your headset is both
paired and connected, displayed next.
The Bluetooth/Headset icon also displays in the status bar, as displayed next. If you tap the
icon, the Bluetooth Settings screen displays.
You can now use your headset to handle calls.
Handling Calls with Your Bluetooth Headset
When your Bluetooth headset is turned on, and paired and connected with your phone, you can:
Use the headset to handle calls, including muting and adjusting call volume. Initiate and end calls on your headset by pressing , or using a control on the headset. Switch to handset or speakerphone mode during a headset call by picking up the handset or
pressing . When a Bluetooth headset is paired and connected, and you turn the headset off, the message Headset
removed displays. The headset is not connected anymore, but remains paired. When you turn the headset back on, the message Headset attached displays, and the headset is connected again, indicating that you can use it to handle calls.
Disconnecting and Removing Your Bluetooth Headset
You can disconnect your headset from your phone, but still keep it paired. When you disconnect a headset, it remains paired so you can easily connect it to your phone again.
You can also remove your headset, so it is no longer paired or connected. When you remove your
headset, it won’t display in the Manage BT Headsets screen. To connect it back to your phone, you’ll
need to scan for the device, add it, and connect it again.
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Timesaver: How to Quickly Connect and Disconnect Your Headset
You can quickly disconnect your headset by turning your headset off. When you turn it off, the message Headset removed displays. When you turn your headset back on, the headset is connected again.
To disconnect your headset:
From Home view, tap Settings > Basic > Bluetooth Settings > Manage BT Headsets. From the
Manage BT Headsets screen, tap your headset, and tap Disconnect. Your headset remains paired to your phone but is no longer connected. To connect it to your phone
again, tap Connect.
To remove your headset:
1 From Home view, tap Settings > Basic > Bluetooth Settings > Manage BT Headsets. 2 From the Manage BT Headsets screen, tap your headset, and tap Remove.
Your headset is removed from the list and is no longer paired or connected with your phone.
Responding to Incoming Calls
While your phone rings, you can do the following:
Temporarily ignore the call before answering it. Reject the call so it goes directly to voicemail. Forward the call to another person.
Ignoring Incoming Calls
Ignore or silence a call to stop your phone from ringing. Even though the call is ignored, your phone still displays the incoming call notification so you can still answer the call.
To ignore or silence a call:
From the Incoming Call window, tap Ignore, for private lines, or Silence, for shared lines.
The Incoming Call window disappears, your phone stops ringing, and either Home or Calls view displays.
Rejecting Incoming Calls
Reject a call to stop your phone from ringing and send the call directly to voicemail. Calls you reject display in your Recent Calls list. Rejecting calls is not available for shared lines.
To reject an incoming call:
From the Incoming Call window, tap Reject. You can also reject an incoming call from Lines and
Calls view. The call goes directly to voicemail.
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User Tip: Other Ways to Forward Calls
You can also set up your phone to forward all incoming calls to another person (see Forwarding All
Calls to Another Person), or forward all calls from a certain contact to another person (see Diverting Calls from a Contact to Another Person).
Forwarding Incoming Calls to Another Person
While your phone rings, you can forward the call to another person.
To forward an incoming call to another person:
1 While your phone rings, tap Forward. 2 From the Call Forwarding screen, enter the forwarding number, and tap Forward.
During Calls
When you are in a call, you can do the following:
Hold the call. Transfer the call to another person. Set up a conference call with the person you’re talking with and another person.
Holding Calls
You can place any active call on hold. A held call displays in Home, Lines, and Calls view as follows:
Figure 25: A Held Call in Home, Lines, and Calls View
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User Tip: Accessing Your Directories and Favorites When You Transfer a Call
Instead of entering or selecting a number from the Dialer, you can select a directory entry or a favorite to transfer the call to.
To transfer to a directory entry: After you tap Transfer, press , tap Directories, and then
tap Contact Directory or Corporate Directory. Search for the person, and then call them.
To transfer to a favorite: After you tap Transfer, tap Favorites, and tap the favorite you want
to call.
To hold a call:
From Active Call, Lines, or Calls view, tap Hold. If you’re in Calls view, be sure to highlight the call
first.
To resume a held call:
Do one of the following:
From Lines view, tap Resume. If there is more than one held call on the line, the last call that you
held is resumed. If you have multiple lines and you tap Resume, the last call that you held, on
either line, is resumed.
From Calls view, tap the call to highlight it, and tap Resume.
Transferring Calls
When you transfer a call to another person, you have the option to talk to the person before the transfer completes. If your phone supports a blind transfer, you can automatically transfer a call without talking to the other person. The call is automatically transferred after you dial the number you’re transferring the call to.
To transfer a call:
1 From Active Call, Lines, or Calls view, tap Transfer. The active call is held. 2 From the Dialer, place a call to the person you want to transfer the call to.
3 When you hear the ring-back sound, tap Transfer to complete the transfer. Or, if you want to talk
with the person before the transfer completes, connect and talk with the person, and then tap
Transfer. To cancel the transfer before the call connects, tap Cancel. To perform a blind transfer:
1 From Active Call, Lines, or Calls view, tap Transfer. The active call is held. 2 From the Dialer, tap Blind, and place a call to the person you want to transfer the call to. If you
don’t see Blind, tap More (at the top of the screen), and tap Blind.
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User Tip: Accessing Your Directories and Favorites When You Blind Transfer a Call
Instead of entering or selecting a number from the Dialer, you can select a directory entry or a favorite to transfer the call to.
To transfer to a directory entry: After you tap Blind, press , tap Directories, and then tap
Contact Directory or Corporate Directory. Search for the person, and then call them.
To transfer to a favorite: After you tap Blind, tap Favorites, and tap the favorite you want to
call.
Timesaver: Completing a Transfer
If you’re using a handset, complete a transfer by replacing the handset.
User Tip: Tips for When You Are in Conference Calls
When you are in a conference call:
Use the handset or a headset if you’re in an open environment.  Mute your microphone when you are not speaking, especially in noisy environments.  Avoid tapping the microphone or rustling papers near the microphone.
Speak in your normal voice without shouting.
The call automatically transfers to the person you specified.
Setting Up and Handling Conference Calls
You can set up a conference call with two or more other people. Ask your system administrator to for the maximum number of people you can set up a conference with.
Just as with other calls, you can hold and resume conference calls. In addition, you have the option to split a conference call – to end the conference and place the people you were talking with on hold.
If your system administrator enables the conference management feature on your phone, you can manage each person in a conference call. You can you can mute, hold, and remove each person in the conference. For more information, see Managing Conference Call Participants.
Setting Up Conference Calls
You can set up a conference by calling two people and using the Confrnc soft key, or by joining two existing calls using the Join soft key.
To set up a conference call:
1 Call the first person.
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User Tip: How to Quickly Set Up a Conference
If your phone has an active call and one held call, on the same or different lines, tap Join from either Lines or Calls view to automatically create a conference call. The conference call takes place on the line from which you handled the last active call.
2 From Active Call, Lines, or Calls view, tap Confrnc. The active call is held. 3 Using the Dialer, call the second person. 4 When the second person answers, tap Confrnc to join everyone in a conference. The Active:
Conference screen displays, as displayed next.
Holding and Resuming Conference Calls
When you place a conference call on hold, you place the other people in the call on hold. No one in a held conference call can hear each other. To place hold one person on hold, see Managing Conference
Call Participants.
To place a conference call on hold:
From Active Call, Lines, or Calls view, tap Hold. If you’re in Calls view, highlight the conference
first. The other people in the conference are held. The following example shows a held conference
in Calls view.
To resume a held conference call:
From Lines or Calls view, tap Resume.
Ending Conference Calls
To end a conference, tap End Call. By default, when you tap End Call, the other people in the conference remain connected with each other. However, your system administrator can set up your phone so that all connections end.
To end a conference call:
From Active Call, Lines, or Calls view, tap End Call.
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Timesaver: How to Manage a Participant Without Tapping Manage
When you are in Active Call view, simply tap a conference participant to start managing the participant.
Splitting Conference Calls into Two Held Calls
When you split a conference, you end the conference and place the other two people on hold. You can split an active or held conference call.
To split a conference call:
From Active Call, Lines, or Calls view, tap Split.
The conference call ends. By default, the other two people are held.
Managing Conference Call Participants
If your system administrator enables the conference management feature on your phone, you can manage conference call participants. You can you do the following:
Mute a participant. Hold a participant. Remove a participant from the conference. List information about a participant, such as the participant’s name, number, and call details—such
as whether the call is muted, held, or is video-enabled.
To manage a participant in a conference call:
1 Set up an active conference call. 2 From Active Call, Lines, or Calls view, tap Manage. If you’re in Calls view, be sure to highlight the
conference first. The following examples show the screens that display when you manage a
conference.
3 Tap the participant you want to manage. 4 Do one of the following:
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Power Tip: Forwarding Calls on a Call-by-Call Basis
You can choose to forward a call as your phone rings. For more information on forwarding calls on a call-by-call basis, see Forwarding Incoming Calls to Another Person.
Note: Call Forwarding and Microsoft® Lync® Server
If your phone is configured to work with Microsoft Lync Server, your call forwarding options are different than those described below. For more information on forwarding calls with Microsoft Lync, see Using Polycom Phones with Microsoft Lync Server Quick User Guide, available by navigating to
your phone’s Web page from the Business Media Phones Support page.
Tap Far Mute to mute the participant. The muted participant can hear everyone, but no one can
hear the muted participant.
Tap Hold to hold the participant. The held participant cannot hear anyone, and no one can hear
the held participant.
Tap Remove to remove the participant from the conference, end the conference call, and create
an active call between you and the participant still in the call.
Tap Information to view information about the participant and their call status. When you tap
Information, a popup displays listing the person’s information, as displayed next.
5 Tap Back to exit the conference management function.
Changing the Way Calls are Answered
Change the way calls are answered by doing the following:
Forwarding all calls to another person. Rejecting calls from a contact. Diverting calls from a contact to another person. Temporarily refusing all calls by enabling Do Not Disturb.
Forwarding All Calls to Another Person
You can set up your phone to forward all calls to another number, even if the Do Not Disturb feature is enabled. Call forwarding is not available on shared lines.
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To forward all calls to another person:
1 From Home view, tap Forward. (You can also tap Settings from Home view, and tap Features >
Forward, or if your phone is idle, tap Forward from Lines view.)
2 When your phone is set up with multiple lines, tap the line to apply forwarding to. 3 From the Forwarding Type Select screen, tap the forwarding type you want:
Always To forward all incoming calls.
No Answer To forward all unanswered incoming calls.
Busy To forward calls that arrive when you’re already in a call.
4 Enter the forwarding number, and tap Enable. If you selected the No Answer option, you can enter
the number of rings before your phone forwards the call. A value of 2 is recommended.
The forwarding number you chose scrolls in the status bar, as displayed next.
When a phone line is idle, Lines view displays the forwarding icon, next to the phone line, as displayed next.
Figure 26: The Forwarding Icon in Lines View
To disable call forwarding:
1 From Home view, tap Forward. 2 When your phone is set up with multiple lines, tap the line to disable forwarding for. 3 From the Forwarding Type Select screen, tap the forwarding type to disable, and tap Disable.
Rejecting Calls from a Contact
You can send incoming calls from a particular contact to your voicemail system.
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Note: Rejecting Calls and Shared Lines
You cannot reject calls on shared lines. You can only silence them. For more information, see
Working with Shared Lines.
To send incoming calls from a contact to your voicemail system:
1. Tap Directories from Home view, and tap Contact Directory.
2. From your directory, tap the contact whose calls you want to reject.
3. From the contact’s information screen, tap .
4. From the Edit Contact screen, tap Auto Reject, tap Enabled, and then tap Save.
Diverting Calls from a Contact to Another Person
The Divert option enables you to transfer all incoming calls from a particular contact to another person.
To divert incoming calls from a contact to another person:
1. Tap Directories from Home view, and tap Contact Directory.
2. From your directory, tap the contact whose calls you want to send to another person.
3. From the contact’s information screen, tap .
4. From the Edit Contact screen, do the following:
Tap Divert Contact, and enter the number of the person you want the call to go to.
Tap Auto Divert, and tap Enabled.
Tap Save.
Using Do Not Disturb
Enabling Do Not Disturb (DND) stops your phone from ringing and sends all incoming calls directly to voicemail. All calls you receive while DND is enabled are logged to your Recent Calls list.
When you enable Do Not Disturb, the following happens:
The Do Not Disturb icon, , displays in the status bar, as displayed next. For VVX 500 phones,
the icon scrolls under the time display. For VVX 600 phones, the icon displays at the far right of the
status bar, next to other icons that you can tap.
When your phone is idle, the Do Not Disturb icon, , displays next to your phone line in Lines
view, as displayed next. If you have new messages or forwarding enabled, the messages or
forwarding icon displays instead.
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Note: Do Not Disturb and Shared Lines
Enabling Do Not Disturb on shared lines disables ringing only. You still see a visual notification of the call and have the option to answer the call.
Troubleshooting: Why Doesn’t the DND Icon Display?
When you have set your presence status to Do Not Disturb, as well as enabled DND for your phone, the message My Status: Do Not Disturb scrolls under the time display, and the DND icon does not display in the status bar.
Timesaver: Quick Way to Disable DND on the VVX 600
To turn DND off, tap , located in the status bar.
The DND icon in Home view, , changes to , as displayed next.
To toggle Do Not Disturb on and off:
From Home view, tap DND. Or, if your phone is idle, tap DND from Lines view.
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Power Tip: Automatically Enabling or Disabling Do Not Disturb for All Lines
To automatically enable Do Not Disturb for all lines, tap Set All. To automatically disable the feature for all lines, tap Clear All.
Using Do Not Disturb with Multiple Lines
By default, the Do Not Disturb feature applies to all lines on your phone. However, your system administrator can set up your phone so that you can enable the feature on a per-line basis.
To enable or disable Do Not Disturb for a particular line:
1. From Home view, tap DND.
2. From the Line Select screen, tap the line to enable or disable Do Not Disturb on.
3. From the Do Not Disturb screen, tap Enable or Disable.
Listening to Voicemail
Your phone may indicate new voicemail messages by the following:
A message counter in Home view, as displayed next. The counter indicates the number of new
messages you have.
A message counter in the status bar, displayed next. The counter displays on the Message icon,
. When you have new messages, the Message icon also displays next to the phone line in
Lines view, as displayed next.
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Note: Temporarily Removing Message Indicators
To temporarily remove message indicators, tap , and tap Message Center (or tap Messages from Home view, and tap Message Center) and tap Clear. After a period of timeusually about an hour or twothe message indicators appear again.
A flashing Message Waiting Indicator, located at the top-right of your phone. An audible alert (if your phone is on-hook).
To listen to voicemail messages:
1 On the status bar, tap , and tap Message Center. Or, from Home view, tap Messages, and tap
Message Center.
2 If multiple lines are configured on your phone, the Line Select screen displays. Tap the line that has
the message.
3 From the Messages screen, tap Connect and follow the prompts.
Viewing Recent Calls
Your phone maintains a Recent Calls list, a list of missed, received, and placed calls. Each list holds up to 100 entries.
From the Recent Calls list, displayed next, you can:
Sort, order, and filter calls. By default, the list displays all call types (missed, placed, and received),
with the most recent call displaying first.
Remove certain calls from the list. Tap a call record to view call details and manage the call. Tap a call record to automatically call the person.
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Timesaver: Quickly Accessing the Recent Calls List
To quickly access recent calls, tap in Lines, Calls, or Active Call view, as displayed next.
Icons display next to a call to indicate the call type:
Placed calls display . Received calls display . Missed calls display .
To view your Recent Calls list:
From Home view, tap New Call, and tap Recent. You can also access recent calls by tapping
Directories from Home view, and tapping Recent Calls.
To manage a call record:
1. From your Recent Calls list, tap next to a call record.
2. From the call details screen, displayed next, you can:
Tap Dial to call the person.
Tap Save to add the person to your Contact Directory. If the person is already in your Contact
Directory, but isn’t a favorite, Add to Favorites displays instead. Tap Add to Favorites to automatically make the person a favorite.
Tap to delete the call from the list.
Tap to edit the phone number before you dial the person.
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Note: About Filtered Call Lists
You cannot save your filtered call list results. If you filter your Recent Calls list so that only a certain call typefor example, only missed callsdisplay, the next time you display the list, all call types (the default filter) displays.
To customize the list:
From your Recent Calls list, displayed next, tap to sort and order calls, and tap to filter calls
for specific lines.
When you sort calls by the time of the call, you can order calls in ascending (oldest call first) or
descending (most recent call first) order.
When you sort calls by call name, you can order calls in ascending (alphabetical) or descending
(reverse-alphabetical) order.
When you filter calls, you can choose to display only missed, received, or placed calls. Or, you can
choose to display all call types (the default).
To remove certain calls from the list:
From your Recent Calls list, tap . You can remove a specific call type, all calls, or just the calls
that display on the screen.
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Note: Accessing a Corporate Directory
Your system administrator can set up your phone so you have access to a Corporate. If you have access to a Corporate Directory, you can dial people in the Corporate Directory, as well as save them to your Contact Directory. For more information, see Working with a Corporate Directory.
Working with Your Contact Directory
You can store a large number of contacts in your phone’s local Contact Directory displayed next. Contact your administrator for the exact number.
Figure 27: Local Contact Directory
From your local Contact Directory, you can:
View contact information. Search for contacts. Dial contacts.
If you can update your Contact Directory, you can also do the following:
Add contacts. Update contact information. Delete contacts.
To view your Contact Directory:
Tap Directories from Home view, and tap Contact Directory. Tap New Call from Home view, and tap Directory.
From your Contact Directory, scroll to view contacts or enter search criteria to find one.
To view contact information:
From your Contact Directory, tap the contact. The contact’s information screen, including the
contact’s name and phone number, displays, as displayed next. Additional informationsuch as a
job title, label, or email addresscan also display.
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Note: Directory Fields are Administrator-Set
Your phone displays one required field, the Contact field, which contains the contact’s phone number. Your administrator sets all other directory fields. For more information, see your administrator.
To search for a contact:
1 From your Contact Directory, tap Search. 2 From the Search screen, enter search criteria and tap Search. If you’re using the onscreen
keyboard, tap before you tap Search. A list of search results is displayed. Tap Return to display your Contact Directory again.
To dial a contact:
1 From your Contact Directory, tap the contact you want to call. 2 From the contact’s information screen, displayed next, tap the contact’s phone number.
To add a contact:
1. From your Contact Directory, tap .
2. From the Add Contact screen, enter contact information:
For First Name, enter the contact’s first name.
Tap Last Name, and enter the contact’s last name.
Tap Contact, and enter the contact’s phone number.
The phone number must be unique and cannot already exist in the directory. If you save an entry with a non-unique phone number, the entry is not saved.
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Timesaver: Saving Recent Callers and Corporate Directory Contacts to Your Directory
You can automatically save a recent caller to your directory. From your Recent Calls list, tap next to the call record. From the call information screen, tap Save. The Add Contact screen displays, with the name (if specified) and contact fields populated. Enter additional information, if desired, and tap Save. If a Corporate Directory is available on your phone, you can add contacts from the Corporate Directory to your Contact Directory. For information on how to update your Contact Directory in this way, see Working with a Corporate Directory.
Tap Job Title, and enter the contact’s job title, such as Manager.
Tap Email, and enter the contact’s email address.
Tap Favorite Index, and enter a favorite index number.
The number can be any unused value, up to a maximum value of 9999. A contact that has a favorite index number automatically displays in your Favorites list. For more information about favorites, see Managing Favorites.
Tap Label, and enter a label for the contact such as, Marketing.
When you specify a label, the label is first item that displays for the contact on the Directory screen, and in your Favorites list if the contact is a favorite.
Tap Ring Type, and select the ringtone you want to use for the contact.
Tap Divert Contact, and enter the phone number of the third party you want this contact’s calls
sent to.
Tap Auto Reject, and enable or disable the setting. The default setting is Disabled.
When enabled, each time the contact calls, the call is directed to your mail system.
Tap Auto Divert, and enable or disable the setting. The default setting is Disabled.
When enabled, each time the contact calls, the call is directed to the third party you specified in the Divert Contact field.
Tap Watch Buddy, and enable or disable the setting. The default setting is Disabled.
When enabled, you can monitor the contact’s status. For more information on monitoring status, see Using Buddy Lists.
Tap Block Buddy, and enable or disable the setting. The default setting is Disabled.
When enabled, the contact cannot monitor your status. For more information on monitoring status, see Using Buddy Lists.
3. Tap Save.
To update a contact’s information:
1. From the Contact Directory, tap the contact you want to update.
2. From the contact’s information screen, tap .
3. From the Edit Contact screen, update the contact’s information.
4. Tap Save.
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User Tip: Saving Corporate Directory Search Results
You can save your last search results, so that the next time you view the Corporate Directory, the results of your last search displays. To save Corporate Directory search results, tap Settings from Home view, and tap Basic > Preferences > Corporate Directory > View Persistency. From the View Persistency screen, tap Enabled. The next time you view Corporate Directory, your last search results display.
To delete a contact:
1 From your Contact Directory, tap the contact you want to delete. 2 From the contact’s information screen, tap . A confirmation message displays, confirming that
you want to delete the contact. Tap Yes or No.
Working with a Corporate Directory
Your system administrator can set up your phone so that you can access portions of a Corporate Directory. You cannot update your Corporate Directory; your administrator determines which contacts you can see.
From the Corporate Directory, you can do the following:
Search for contacts. Dial contacts. Add contacts to your local Contact Directory.
To view the Corporate Directory:
Tap Directories from Home view, and tap Corporate Directory. By default, a blank search screen
displays. To view entries, search for a person.
To search the Corporate Directory:
From the Corporate Directory, perform a quick search or an advanced search:
To perform a quick search, enter the first few characters of the contact’s first or last name
(depending on how the directory is organized), and tap Submit.
To perform an advanced search, tap AdvFind. From the Advanced Find screen, enter your
search criteria, and tap Submit.
The screen displays a list of contacts, starting with the most successful matches. To view information for the contact, tap View. To erase all your search criteria and enter new criteria before you submit your search, tap Clear.
To dial a Corporate Directory contact:
1. From the Corporate Directory, search for the contact you want to dial.
2. From the search results, tap the contact, and tap Dial.
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To add a contact to your local Contact Directory:
1. From the Corporate Directory, search for the contact you want to add to your Contact Directory.
2. From the search results, tap the contact’s record, and tap View.
3. From the contact’s information screen, tap Save.
Only the first name, last name, and phone number are saved in the local Contact Directory. You can go to the Contact Directory to see if the contact was saved correctly and to add additional contact information.
Controlling What is Heard
You can change what you hear by doing the following:
Updating the incoming call ringtone. Updating a contact’s ringtone. Changing the speaker volume. Changing the ringer volume. Muting the microphone. Changing where you hear sound effects.
Updating the Incoming Call Ringtone
A simple way to personalize your phone is to change your phone’s ringtone. You can pick unique
ringtones for the different lines on your phone.
To select an incoming call ringtone for your phone or a line:
1 Tap Settings from Home view, and tap Basic > Ring Type. 2 When multiple lines are configured on your phone, tap the line you want to apply a new ringtone to. 3 From the Ring Type screen, tap the ringtone you want. To hear the ringtone before you change it,
tap Play. The default ringtone is Low Trill.
Changing the Speaker Volume
To change the volume of what you hear during a call, press one of the Volume keys, , while you are in a call.
Changing the Ringer Volume
To change the volume of the incoming call ringtone, press one of the Volume keys, , while your phone is idle or ringing.
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User Tip: Listening to a Ringtone Before You Save It
To listen to a ringtone before you save it, tap the ring type and tap .
Updating a Contact’s Ringtone
You can select unique ringtones for the various contacts in your Contact Directory. This helps you quickly identify callers as your phone rings.
To select a ringtone for a contact:
1. From your Contact Directory, tap the contact whose ringtone you want to change.
2. From the contact’s information screen, tap .
3. From the Edit Contact screen, tap Ring Type, tap the ringtone you want, and then tap .
4. From the Edit Contact screen, tap Save.
Muting the Microphone
Mute the microphone so other parties cannot hear you. Microphone Mute applies to all modes (handset, headset, and speakerphone). You can still hear all other parties when you mute the microphone.
To mute the microphone:
During a call, including a conference call, press .
The Mute key glows red. The other parties cannot hear you. To disable Mute, press again.
Choosing Where You Hear Sound Effects
You can choose whether you hear sound effectsall phone sounds except call audiofrom the handset, headset, or speaker. For example, you can configure your phone to ring on your headset instead of the speaker. By default, you hear all sound effects from the speaker.
To choose where you hear sound effects:
1. Tap Settings from Home view, and tap Basic > Preferences > Audible Ringer.
2. From the Audible Ringer screen, select where you want to hear sound effects:
To hear sound effects only from the phone’s loudspeaker, tap Speaker.
To hear sound effects only from the handset, tap Handset.
To hear sound effects only from the headset, tap Headset.
To hear sound effects only from the device you’re currently using to hear call audio, tap Active.
The default destination is Speaker.
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Managing Favorites
Favorites are the contacts in your Contact Directory that you call most often. To make a contact a favorite, assign the contact a favorite index number from the Contact Directory.
Contacts that have a favorite index number display , as displayed next.
Figure 28: A Favorite
All your favorites display in your Favorites list. A smaller number of Favorites (11 for the VVX 500 and 15 for the VVX 600) display in Lines view and from Home view.
The following figure displays a sample Favorites list.
Figure 29: Sample Favorites List
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The following figure displays your favorites in Lines view. Favorites display under the phone lines.
Figure 30: Favorites in Lines View
Favorites also display from Home view, as displayed next.
Figure 31: Favorites in Home View
Favorites display consecutively, according to their index number. The contact with the lowest number displays first. To reorder your favorites, assign the contact a different index number.
To see your Favorites list:
Tap New Call from Home view, and tap Favorites.
To see your favorites from Home view:
From Home view, tap the phone line.
To see your favorites from Lines view:
From Home view, press . If the idle browser displays, swipe the screen to see Lines view.
To make a contact a Favorite:
Do one of the following:
From your Contact Directory, tap the contact. From the contact’s information screen, tap Add to
Favorites.
From your Recent Calls list, tap next to a call record. From the call details screen, tap Add to
Favorites.
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Power Tip: Manually Assigning a Favorite Index Number When You Make a Favorite
After you tap Add to Favorites, a dialog displays asking if you want to automatically accept the next available index number, or manually enter your own. Tap Yes to automatically accept an index number, or tap Edit Index to enter a unique index number. You can enter a number up to 9999.
User Tip: Quickly Deleting a Favorite
From Lines view, press and hold the favorite until the contact’s information screen displays. Then,
tap . The contact remains in your directory, but is no longer a favorite.
The contact now has a green star next to their name when you view the contact from the Contact Directory or the Recent Calls list.
To quickly call a favorite:
From your Favorites list, or from Home or Lines view, tap the favorite you want to call. The call is
automatically placed.
To reorder your favorites:
1. From your Contact Directory, tap the contact.
2. From the contact’s information screen, tap .
3. From the Edit Contact screen, tap Favorite Index, and enter a new favorite index number.
4. Tap Save.
To delete a favorite:
1. From your Contact Directory, tap the contact.
2. From the contact’s information screen, tap .
3. From the Edit Contact screen, tap Favorite Index, and delete the favorite index number.
4. Tap Save.
Working with Shared Lines
If your phone shares a line with other phones, an incoming call to the shared line causes all phones to ring. The call can be answered on any of the phones. You can transfer, hold, or set up a conference with calls on shared lines.
When you have an incoming call on a shared line, you can stop your phone from ringing by tapping Silence. Even though the phone does not ring, the call’s visual notification still displays and you still have the option to answer the call.
In Lines view, the following icons and status indicators display for shared lines, depending if the line is idle, has an active call, or has a held call:
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Shared Line Status
Icon and Status Indicator
Status Indicator
Idle (No indicator)
Active call
Solid green
Held call
Flashing red
Note: Unsupported Features on Shared Lines
Call Forwarding is not available on shared lines. Enabling Do Not Disturb on shared lines disables ringing only. You’ll still see a visual notification of the call and have the option to answer the call.
Table 6: Icons and Status Indicators for Shared Lines
If you are running Polycom UC Software 5.0.0, and you have an incoming call on a shared line, which none of the phones answer, the call displays in the missed calls log on all the phones. If you have an incoming call on a shared line and you or any of the other phones answer the call, the call is not logged as missed on any phone. Your Administrator can configure the phones so that if you have an incoming call on a shared line and one phone answers, the other phones log the call as a received call. That way, if
another phone on a shared line answers an incoming call, you can still from your phone’s call log, that
you did not answer the call.
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Web Info: Learning More About the VVX Camera
You can find information about the VVX Camera, such as how to attach it to your phone, from the
VVX Camera support page.
Using Video and the Polycom VVX 3:
Camera
Your administrator can enable your phonewithout any optional equipmentto receive video during calls. When you receive video, you see the other person’s video, but because your phone cannot send video, the person on the other end of the call cannot to see you.
If you attach a Polycom® VVX® Camera to your phone, you can send and receive video during calls. The VVX Camera is an optional accessory that attaches to the USB port on the top of your phone. For information about purchasing a VVX Camera, contact your Polycom reseller.
The following sections describe how to use your phone both with and without a VVX Camera. You also learn how to place audio-only calls and learn special tips for when you’re in a video call. The topics include:
Handling Video Calls Without a VVX Camera Using a VVX Camera Placing Audio-Only Calls Calling Using the H.323 Protocol
Handling Video Calls Without a VVX Camera
This section describes how video call work when you do not have a VVX Camera attached to your phone. You can receive video, but you cannot send video. When the person you are talking with can send video, and your phone is enabled to receive video, video always displays.
In this section, you’ll learn the following:
About video calls How to handle video during calls How to handle a mixture of video and audio-only calls How to handle conference calls that include video How to view all video on the full screen How to view video in normal, cropped, and full modes How to set the call rate for video calls
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Note: How Can I Stop Video?
When you are in a call with a person that has a video-enabled phone, you cannot start and stop the video. If your phone is video-enabled, it always displays video from another video-enabled phone.
Note: Video from Different Endpoints Display Differently on Your Phone
Depending on the phone or system that is sending video, black bars may appear on the top, bottom,
or sides of the video image. This occurs because the aspect ratio of the sent video doesn’t match the display area on your phone, and the portions of the video that aren’t being received display as black bars. If the received video matches your phone’s display area, the received video fills the screen. If black bars display, you can remove them by selecting ‘cropped’ video screen mode (see
Displaying Video in Normal, Full, and Cropped Modes.)
About Video Calls
When you are in a call with a person that has a video-enabled phone, the person you are talking with— the ‘far side’—displays in the call window, as displayed next.
Figure 32: Call Window with Far-Side Video
Far-side video also displays in Calls view, as displayed next.
Figure 33 Far-Side Video in Calls View
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Note: Why Do I See a Different ‘No-Video’ Icon?
Depending on the phone or system that has stopped sending video, you may see a different icon than the one shown above.
If the far side stops sending video, a ‘no video’ icon displays on your phone, as displayed next. If the far side is unable to send video, for example, if the far side is video-enabled, but doesn’t have a camera attached to their phone, a thunderbolt icon displays next to the ‘no video’ icon.
Figure 34: Call Window with No Video
If you place a video call on hold, the person’s video stream stops and is replaced by a paused grayscale image taken just before you held the call, as displayed next. The person’s video stream returns when you resume the call.
Figure 35: Held Video Call
Handling Video During Calls
During a video call, you have the option of viewing video on the full screen, displayed next, instead of in the smaller call window.
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Figure 36: Full Screen Video
To view full-screen video:
Do one of the following:
From Active Call or Calls view, tap , as displayed next. You can also tap the video area to view
video on the full screen.
From Active Call or Calls view, tap Video, and tap Full Screen.
Full-screen video displays. Call details display at the bottom of the screen, along with an icon that you can tap to exit full screen mode, as displayed next. The call details display for five seconds, and then disappear. To see the details again, tap the screen.
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User Tip: Can I Automatically View All Video Calls in Full-Screen Mode?
You can set up your phone to automatically display all video calls in full-screen mode. For more information, see Viewing All Video Calls on the Full Screen.
Handling a Mixture of Video and Audio-Only Calls
When you have multiple calls, you can easily manage a video call from Calls view. From Calls view, you can quickly identify the video call by the video stream that displays next to the call details, as displayed next.
Figure 37: Video Calls in Calls View
If two or more calls are video calls, only the active call shows a video stream of the far side. All other video calls show a paused grayscale image of the far side, as displayed next. If you resume a held video call, the held call becomes active and displays an active video stream again.
Figure 38: Active and Held Video Calls in Calls View
Handling Conference Calls with Video
When you set up a conference, your phone displays video for only one conference participant, even if more than one participant can send video. The person whose video you see is the last person who joins the conference. If you use the Join soft key to set up the conference, you see the video of the person who was held just prior to joining the conference.
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Note: Is it Possible to View All Video Participants?
Viewing all video participants requires the use of a Polycom Video Conference Bridge. For more information, contact your Polycom reseller.
Troubleshooting: I Updated a Video Setting, But I Don’t See the Changes
You can update video settings during a video call. However, the updated setting applies to the next call, not the current call.
When your system administrator enables the conference management feature on your phone, you can manage conference call participants during a conference. You can mute, hold, and remove individual participants, as well as select whose video to see.
To exchange video a conference participant:
1 Set up a conference call and tap Manage. 2 From the Conference window, tap the person whose video you want to see and tap Select Video,
displayed next. The person who previously displayed video displays a paused grayscale image,
and the person you selected, who previously displays a paused grayscale image, displays video.
Viewing All Video Calls on the Full Screen
You can choose to display all video calls on the full screen or in the call window. By default, all video calls display in the smaller call window.
To change where video calls display:
1 Tap Settings from Home view and tap Basic > Video > Video Call Settings. 1 From the Video Call Settings screen, enable or disable Auto Video Full Screen. 2 If enabled, your phone displays all video calls on the full screen. If disabled, all video calls display in
the call window. The default setting is Disabled.
3 Tap Save.
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Displaying Video in Normal, Full, and Cropped Modes
You can choose to display all video calls as either normal, full, or cropped images:
Normal The video image displays with correct proportions. If necessary, black bars appear on the
top, bottom, or sides of the area to maintain the correct aspect ratio.
Full If the received video image is not the same aspect ratio as the phone’s display area, the
video image stretch to fill the area. If the aspect ratios match, no stretching occurs.
Crop Black bars do not appear, and the video image is re-sized to maintain the correct aspect
ratio. Any parts of the image that do not fit within the area are cropped. You can select different settings for video that displays on the full screen and in the call window. The following graphics show how normal, full, and cropped modes display in the call window.
Figure 39: Call Window with Normal, Full, and Cropped Video
The following graphics show how normal, full, and cropped modes display for full-screen video.
Figure 40: Full Video Screen with Normal, Full, and Cropped Video
To change how video calls display:
1 Tap Settings from Home view, and tap Basic > Video > Video Screen Mode. 2 From the Video Screen Mode screen, tap, and then adjust the following settings:
Video Screen Mode (Window) Adjusts the video image that displays in the call window.
Select from Normal, Full, or Crop. The default setting is Normal.
Video Screen Mode (Full Screen) Adjusts the video image that displays on the full screen.
Select from Normal, Full, or Crop. The default setting is Normal.
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Troubleshooting: Why Can’t I Select the Call Rate I Want?
Your system administrator can set a maximum call rate for video calls. If your system administrator sets a limit, you won’t be able to select a call rate above this limit.
3 Tap Save.
Setting the Call Rate for Video Calls
You can set the maximum call rate for all video calls. The maximum call rate specifies the maximum bandwidth a video call can use.
To set the maximum call rate to use for video calls:
1. Tap Settings from Home view, and tap Basic > Call Rate.
2. From the Call Rate screen, tap the maximum call rate you want to use for video calls. The default
setting is 512 kbps.
Using a VVX Camera
If a Polycom VVX Camera is attached to your phone, as displayed next, you can send, as well as receive, video.
This section explains how to use your VVX Camera, including:
How to get started with your VVX Camera About video calls Handling video calls Handling a mixture of video and non-video calls Handling conference calls with video Changing video settings
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Web Info: How to Attach the Camera and Adjust the Camera Lens and Shutter
For information on attaching the VVX Camera, see the VVX Camera Quick Start Guide, available from the VVX Camera Support page. The guide also shows you how to adjust the camera lens and shutter.
LED State
Phone State
No LED
One of the following:
Phone has no powerCamera shutter is closed
Flashes red and green, and then turns off
Camera is booting up
Getting Started
Before you attach your VVX Camera, it is a good idea to perform a couple preliminary of steps to confirm your camera can work with your phone. You can also familiarize yourself with the camera’s various LED indicators and messages and learn what they mean.
First Steps
Before you start using your camera, make sure your phone has the correct software version to work with the camera. You can check your phone’s software version by tapping Settings from Home view, and then tapping Status > Platform > Application > Main. Make sure the software version listed next to ‘Version’ is 4.1.3.xxxx or later. You also need to check with your system administrator that your phone is enabled to handle video calls.
If your phone has the correct software version and is video-enabled, attach the VVX Camera to the USB port on the top of your phone.
After you attach your camera, you might receive a message indicating that your camera firmware is updating and syncing with your phone. During this process, do not remove the camera. After your phone and camera sync, a camera ready message displays, and your camera is ready to use.
Understanding the Camera’s LEDs and Messages
Your camera has an indicator light on the front right that lets you know when it is ready to use, and when a video call is incoming, outgoing, active, held, or muted. Depending on the camera and call state, the indicator is amber, green, steady, or flashing.
Various messages also display on your phone to indicate the camera state. For example, a message displays to let you know that your camera is ready to use, or that your camera is updating and unavailable to use.
The following tables describe your VVX camera’s LEDs and messages.
Table 7: VVX Camera LEDs
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LED State
Phone State
Flashes amber and green
Camera firmware is updating
Flashes green
Incoming video call
Green
Video call is connected
Amber
One of the following:
Incoming call (no video or audio-only)Outgoing callAudio call is connectedVideo is mutedHeld callCamera shutter is open, but video is not enabled
and camera is not selected
Message
What to Do
VVX Camera attached. Firmware sync in progress, do not remove camera.
Your camera is upgrading. Do not remove your camera during this process. The upgrade is complete when you receive either a firmware sync complete or upgrade
failed message. For more information on the firmware sync complete or upgrade failed message, locate the
message in this table.
VVX Camera firmware sync complete. Camera ready.
Indicates that your camera is ready to use.
VVX Camera firmware sync complete. Contact administrator to enable video.
Indicates that your camera is ready to use. However, your phone is not enabled to send and receive video. See your system administrator.
VVX Camera firmware sync complete. Camera rebooting.
Indicates that the camera firmware sync is finished, and your camera is in the process of rebooting.
VVX Camera firmware sync complete. Video available when next idle.
Indicates that your camera is ready to use for your next video call.
VVX Camera attached, camera ready.
Indicates that your camera is ready to use.
VVX Camera attached. Contact administrator to enable video.
Indicates that your camera is ready to use. However,
your phone isn’t enabled to send and receive video.
See your system administrator.
VVX Camera attached. Video available when next idle.
Indicates that your camera is ready to use for your next video call.
Table 8: VVX Camera Messages
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Message
What to Do
VVX Camera removed.
Indicates that you have detached your camera from your phone.
VVX Camera is not connected
Indicates that a VVX Camera is not attached to your phone, but you are accessing a feature or function that requires that the camera be attached.
About Video Calls
When you have a VVX Camera attached to your phone, your video image—the ‘near side’—displays at the top-right of the screen. This video is called picture-in-picture (PIP) video, as displayed next.
Figure 41: Home View with Picture-in-Picture Video
When you’re in a call with a person that has a video-enabled phone, your video (the near side) displays in the PIP, and the person you’re talking with (the far side) displays in the call window, as displayed next.
Figure 42: Call Window with Near and Far Side Video
You can customize how and where you see your video and the far-side video. For example, you can swap the windows video displays in, or even start and stop the transmission of your video, so the person
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Note: How Can I Stop Far-Side Video?
You can’t start and stop far-side video. If your phone is set up to receive far-side video, the far-side video always displays.
Note: The Way Far-Side Video Displays On Your Phone May Vary
Depending on the phone or system that is sending video, black bars might appear on the top, bottom, or sides of the video image. This occurs because the aspect ratio of the sent video does not match the display area on your phone, and the portions of the video that are not being received
display as black bars. If the received video matches your phone’s display area, the received video
fills the screen. If black bars display, you can remove them by selecting ‘cropped’ video screen mode (see Changing How Non-PIP Video Displays).
you are talking with cannot see you. The following sections show you how to customize video, as well as update video settings.
Handling Video Calls
This section explains how to customize video during a video call. During a video call, you can stop sending your video, swap video, or view full-screen video. All these actions affect only the call you’re in and not future video calls. To learn how to customize video so that it affects all video calls and not just the call you’re in, see Changing Video Settings.
During a video call, including a conference call, a Video soft key displays, as displayed next. You can tap this soft key to access video functions.
Figure 44: Call Window with Video Soft Key
Tapping the Video soft key displays other soft keys that allow you to:
Prevent the far side from seeing you View video on the full screen Swap the windows video displays in
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The following figure shows the Video soft keys. Tap Back to see the call soft keys again (Hold, End Call, Transfer, and Confrnc).
Figure 45: Call Window with Video Soft Keys
Stopping the Transmission of Your Video
During a video call, you can stop the far side from seeing you by stopping the transmission of your video. If you stop video, the stop video icon, , displays next to your PIP video, as displayed next.
Figure 46: Call Window with No Picture-in-Picture Video
If the far side cannot send video, or stops sending video, a ‘no video’ icon displays on your phone, as displayed next. If the far side is unable to send video, for example, if the far side is video-enabled but does not have a camera attached to their phone, a thunderbolt icon displays next to the ‘no video’ icon.
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Note: Why Do I See a Different ‘No-Video’ Icon?
Depending on the phone or system that has stopped sending video, you may see a different icon than the one shown above.
Note: Other Ways to Stop the Far Side From Seeing You
You can stop the transmission of your video for all calls and not just the call you’re in. For more information, see Stopping the Transmission of Your Video for All Calls.
Caution: Does Stopping Video Create an Audio-Only Call?
Stopping video or closing the camera shutter does not create an audio-only call. Even if you stop video, video information is still transmitted to the far side as a still picture, and the call is still a video call. To dial an audio-only call, see Placing Audio-Only Calls.
Figure 47: Call Window with No Video
To start or stop your video during a call:
Do one of the following:
From Active Call or Calls view, tap Video, and then tap Stop Video to prevent the far side from
seeing you, or tap Start Video so the far side can see you.
Open or close the camera shutter. For information on closing the shutter, see the VVX Camera
Quick Start Guide, available from the VVX Camera Support page.
Viewing Full Screen Video
During a video call, the far side displays in the call window, as displayed next. This is the default view for all video calls.
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Figure 48:
If you want the video call to display in a larger area, you can display the far side on the full screen, as displayed next. The PIP still displays in the corner, but the soft keys are hidden.
Call details display at the bottom of the screen, displayed next, along with an icon that you can tap to exit full screen mode and display the call window and soft keys again. The call details display for about five seconds, and then disappear. To see the details again, tap the screen.
To view video on the full screen:
Do one of the following:
From Active Call or Calls view, tap Video, and tap Full Screen. From Active Call or Calls view, tap .
From Active Call view, tap the screen outside of the PIP.
To view video in the call window again:
Do one of the following:
Tap . (If you don’t see ,, press your finger at the bottom of the screen until it displays.) Tap the screen outside of the PIP.
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Swapping Video
You can switch the locations of your video and the far-side video, as displayed next. If you do this, your video (the PIP) displays in the call window, and the far-end video, previously displayed in the call window, displays in the PIP location.
If you swap video so that your video displays in the call window, rather than in the PIP, ‘Local camera’ displays next to your video, as displayed next.
To swap where video displays:
From Active Call or Calls view, do one of the following:
Tap Video, and tap Swap. Tap the PIP.
Handling a Mixture of Video and Non-Video Calls
When you have multiple calls, you can easily manage a video call from Calls view. From Calls view, you can identify the video call by the video stream that displays next to the call details, as displayed next.
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When two or more calls are video calls, only the active call displays video. All other video calls show a paused grayscale image of the far side taken just before the call was held, as displayed next. When you resume a held video call, the held call becomes active and displays video.
If a video call is active, you can:
Tap to view the call on the full screen. To return to Calls view again, tap , or tap the
touchscreen outside of the PIP.
Tap Video to access additional soft keys that enable you to stop video, view the video call on the
full screen, or swap the locations of video images. When your video displays in the Calls view list, ‘Local camera’ displays next to it.
Handling Conference Calls with Video
When you set up a conference, your phone displays video for only one conference participant, even if more than one participant can send video. The person whose video you see is the last person who joins the conference. If you use the Join soft key to set up the conference, you see the video of the person who was held just prior to joining the conference.
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Note: Is it Possible to View All Video Participants?
Viewing all video participants requires the use of a Polycom Video Conference Bridge. For more information, contact your Polycom reseller.
Note: Updated Video Settings Don’t Apply to the Current Call
If you update settings during a call, the new settings apply to the next call, not the current call.
When your system administrator enables the conference management feature on your phone, you can manage conference call participants during a conference. You can mute, hold, and remove individual participants, as well as select whose video to see.
To exchange video a conference participant:
1 Set up a conference call and tap Manage. 2 From the Conference window, tap the person whose video you want to see and tap Select Video,
displayed next. The person who previously displayed video displays a paused grayscale image,
and the person you selected, who previously displays a paused grayscale image, now displays
video.
Changing Video Settings
When you update video settings, you change the way all video calls display and not just the call you’re in. You can update when and how video displays by doing the following:
Stopping the transmission of your video for all calls Changing the clarity of your video Changing how you view all video calls Setting the call rate for all video calls
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Caution: Does Stopping Video Create an Audio-Only Call?
Stopping video doesn’t create an audio-only call. Even if you stop video, video information is still transmitted to the far side as a still picture, and the call is still a video call. To dial an audio-only call, see Placing Audio-Only Calls.
Stopping the Transmission of Your Video for All Calls
You can stop your phone from automatically transmitting your video at the start of all calls.
To enable or disable the transmission of your video for all calls:
1. Tap Settings from Home view, and tap Basic > Video > Video Call Settings.
2. From the Video Call Settings screen, tap Auto Start Video Tx, and either enable or disable the
setting.
When enabled, your phone automatically transmits video at the start of all calls. When disabled,
your phone does not automatically transmit video at the start of all calls, and displays next to
your video during video calls. The default setting is Enabled.
Changing the Clarity of Your Video
You can change the clarity of your video, including the brightness, contrast, and sharpness of your video stream. If your camera faces a bright light source, such as a bright window, you may need to increase the
camera’s brightness, contrast, and sharpness levels so the far side can see you better. To see how you
look to the far side, view the PIP.
To change the clarity of your video:
1. Tap Settings from Home view, and tap Basic > Video > Camera Settings.
2. From the Camera Settings screen, tap, and then adjust, the following camera settings:
Target Frame Rate sets how smoothly your video displays. You can set a rate between 5
(least smooth) and 30 (most smooth). The default rate is 25.
Brightness Level sets how bright your video displays. You can set a level between 0
(dimmest) and 6 (brightest). The default level is 3.
Saturation Level sets how much color your video displays. You can set a level between 0
(lowest) and 6 (highest). The default level is 3.
Contrast Level sets the difference in brightness between the light and dark areas of your
video. You can set a level between 0 (no contrast increase) and Auto (noise reduction contrast). The default level is 0.
Sharpness Level sets the clarity of detail in your video. You can set a level between 0
(lowest) and 6 (highest). The default level is 3.
Flicker Avoidance adjusts the flickering of your video captured by the camera sensor. Tap 50
Hz (flicker avoidance for Europe and Asia) or 60 Hz (flicker avoidance for North America). The default is 50 Hz.
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Changing How You View All Video Calls
You can set up your phone so that it handles all video calls in specific ways. You can choose to do the following:
Display all incoming video calls on the full screen Change the way Non-PIP video displays View full-screen video with or without the PIP, and display the PIP next to, or over, full-screen video
Displaying All Incoming Video Calls on the Full Screen
By default, far-side video always displays in the call window, as displayed next.
You can enable your phone to display all incoming video on the full screen, as displayed next.
To display all incoming video on the full screen:
1 Tap Settings from Home view and tap Basic > Video > Video Call Settings. 1 From the Video Call Settings screen, tap Auto Video Full Screen, and enable the setting. 2 When enabled, this setting automatically enables your phone to display far-side video on the full
screen. When disabled, far-side video displays in the smaller call window. The default setting is
Disabled.
3 Tap Save.
Changing How Non-PIP Video Displays
You can adjust the appearance of non-PIP video so that it displays normal, full, or cropped video:
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Normal The video image displays with correct proportions. If necessary, black bars appear on the
top, bottom, or sides of the area to maintain the correct aspect ratio.
Full If the received video image is not the same aspect ratio as the phone’s display area, the
video image stretch to fill the area. If the aspect ratios match, no stretching occurs.
Crop Black bars do not appear, and the video image is re-sized to maintain the correct aspect
ratio. Any parts of the image that do not fit within the area are cropped. You can select different settings for video that displays on the full screen and in the call window. The following pictures show how normal, full, and cropped modes display in the call window.
The following pictures show how normal, full, and cropped modes display in full-screen mode.
To change the way non-PIP video displays:
1 Tap Settings from Home view, and tap Basic > Video > Video Screen Mode. 2 From the Video Screen Mode screen, tap, and then adjust the following settings:
Video Screen Mode (Window) Adjusts the video image that displays in the call window.
Select from Normal, Full, or Crop. The default setting is Normal.
Video Screen Mode (Full Screen) Adjusts the video image that displays on the full screen.
Select from Normal, Full, or Crop. The default setting is Normal.
3 Tap Save.
Changing How PIP Video Displays
You can update the way the PIP displays. For example, when you’re in full screen mode, when you view the far-side or your video on the full screen, you can do the following:
Disable the PIP so the PIP doesn’t display, as displayed next.
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Enable the PIP to display next to full-screen video (‘side-by-side mode’), as displayed next.
Enable the PIP to display over full-screen video (‘PIP mode’), as displayed next.
To change the way the PIP displays:
1 Tap Settings from Home view, and tap Basic > Video > Local Camera View. 2 From the Local Camera View screen, tap, and then adjust the following settings:
Local Camera View (Full Screen) Enables or disables the PIP from displaying when you
view video on the full screen. The default setting is Enabled.
Local Camera View Mode (Full Screen) Sets whether you want the PIP to display over, or
next to, full-screen video. Select one of these settings:
Side-by-Side Displays the PIP next to, rather than over, full-screen video. PIP Displays the PIP over full-screen video.
The default setting is Side-by-Side.
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Note: How Do I Display Full-Screen Video Without the Black Bars?
If you select PIP, as well as update the way full-screen video displays (by choosing Full or Crop mode), the full-screen video displays on the entire screen without the black sidebars. To choose Full or Crop mode, see Changing How Non-PIP Video Displays.
Note: Why Can’t I Choose Certain Call Rates?
Your system administrator can set a maximum call rate for video calls. If your system administrator sets a call rate limit, you won’t be able to select a call rate above this limit.
3 Tap Save.
Setting the Call Rate for Video Calls
You can set the maximum bandwidth to use for a video call. The call rate you select applies to your next video call.
To set the maximum bandwidth to use for video calls:
1 Tap Settings from Home view, and tap Basic > Call Rate. 2 From the Call Rate screen, tap the maximum call rate you want to use for video calls. You can
choose a call rate between 128 kbps and 768 kbps. The default setting is 512 kbps.
Placing Audio-Only Calls
When your administrator has enabled video on your phone, all calls you place are video calls. This means that:
The person you call sees you on their phone. When the person you call sends video, you see the person on your phone.
Your administrator can enable your phone to send audio calls only. This means that no video information is included in the call at all. Your phone screen does not display any video windows, and you do not have the option to send video. If the person you call sends video, you do not see them.
Your system administrator can also set up your phone so that you can choose the call mode - video or audio-only - for the calls you place. If this option is set up on your phone, you can choose the call mode on a call-by-call basis, as well as choose a mode to apply to all the calls you place.
To choose audio-only or video mode for all your calls:
1 From Home view, tap Settings, and tap Basic > Video > Video Call Settings. 2 From the Video Call Settings screen, tap Default Call Mode, and tap Audio only or Video.
The mode you choose applies to your next call and all subsequent calls.
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Note: Audio-Only Calls and H.323
Placing audio-only calls applies to SIP calls only. This feature is not available for H.323 calls.
Calling Using the H.323 Protocol
Your system administrator can set up your phone so that it can handle calls that use either the SIP or H.323 protocol, or both protocols. When this feature is enabled, your system administrator can set up your phone so that you can select which protocol to use before you tap Dial or Send, or before a call is automatically placed. Your system administrator can also set up your phone so you can automatically select the protocol to use.
When your phone is set up to handle both protocols and your phone enables you to select a protocol to use before placing a call, select the protocol you want to use by one of the following methods:
Soft Key Method Soft keys display to allow you to choose the protocol. Tap Use SIP, to place a
SIP call, tap Use H.323, to place an H.323 call, or tap Use Auto, to allow your phone to
automatically select the protocol to use. Tap each soft key one or more times to toggle between
them. The protocol you select displays in the title bar. Your phone uses the selected protocol for all
subsequent calls, unless you select a different protocol.
Dialog Box Method A dialog box displays to allow you to choose the protocol. Tap Use SIP, to
place a SIP call, or Use H.323,to place an H.323 call. For dual-protocol phones, the protocol
displays next to all call IDs, including the call IDs for conference call participants and calls on hold.
When you place calls from call lists or directories, your phone automatically chooses the protocol to
use based on the information in the call list or directory. When you set up a contact in your local
Contact Directory, you can specify the protocol the contact uses to handle calls. This allows your
phone to automatically use the correct protocol when you dial the contact. When your phone supports H.323 protocol the following limitations exist:
You cannot forward or transfer H.323 calls. You cannot set up forwarding for lines that just use the H.323 protocol. You cannot set up shared lines for lines that use the H.323 protocol. You cannot place a call by just entering an H.323 name. To place a call using an H.323 name, use
URL-dialing mode and enter the following format for the URL:
<H.323 name>@<server name>
For example: VVX101@100.100.100.100
Tips for Video Calls
Use these tips when you’re in a video call:
Check your video image to make sure it’s clear, bright, and sharp. For information on adjusting
camera settings, see Changing the Clarity of Your Video.
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Avoid bright lights or windows behind you. If the camera faces a window or bright lights, you may
have to adjust the camera settings. To adjust camera settings, see Changing the Clarity of Your
Video.
Avoid wearing bright colors, all-light or all-dark clothing, or busy patterns, such as small checks or
narrow stripes. Pastels and muted colors look the best on the screen.
Use natural gestures when you speak.
If you are in a conference call, review The Etiquette of Video Conferencing and Telepresence.
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Note: Feature Availability
Your phone might not support all of the features described in this chapter. Check with your system administrator to find out which features are available on your phone.
Using Advanced Features 4:
Now that you have mastered the basic features of your phone, you are ready to learn about all the other interesting and powerful features that your phone has to offer. This chapter describes exciting phone, such as joining Microsoft Outlook meetings with one tap of your finger, using your computer’s keyboard
and mouse to handle calls, viewing Web content, or monitoring other phone users to see when they’re
available or away from their desk. This chapter includes the following:
Managing Buddies Integrating with Microsoft Lync Server Recording and playing back recorded calls Viewing the Browser Broadcasting messages using Push-to-Talk and group paging Using the Calendar feature Using the Polycom Desktop Connector to link your computer keyboard and mouse to your phone Logging into other phones Locking your phone Accessing features with your login credentials
Using Buddy Lists
A Buddy list is a list of users/devices whose statusor presenceyou can monitor. Users update their presence setting, such as Be right back, Out to lunch, or Busy, and you can view their status in real time
from your Buddy list. You can also view your buddies’ status from Lines view and Home view, if your
buddy is a favorite. In this section, you’ll learn how to:
Update your presence status Set up and manage a Buddy list Block people from monitoring your status Monitor your buddies from your phone
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Note: Buddies and Microsoft Lync Server
If your phone is configured to work with Microsoft Lync Server, the way you manage buddies is different. For more information, see Using Polycom Phones with Microsoft Lync Server Quick User Guide, available by navigating to your phone from the Polycom Business Media Phones Support page.
Note: Your Presence Status When You Enable and Disable the Do Not Disturb Feature on Your Phone
If you select the status option Do Not Disturb, and then enable and disable the Do Not Disturb feature on your phone, your status changes to Online.
Updating Your Status
Update your status so that other people can monitor your status from their phones. When you update your status, your status is automatically sent to the people watching you.
You can update your status to one of the following:
Online Busy Be right back Away On the phone Out to lunch Do not disturb
Your phone also sends certain status information to the people watching you automaticallysuch as if you are in a call, if you enabled Do Not Disturb on your phone, or if your phone is offline because you restarted it. For example, if you enable the Do Not Disturb feature on your phone, your availability automatically updates to Do Not Disturb.
When you select a presence setting other than online, the setting scrolls under the time display on the status bar, as displayed next.
To update your presence setting:
1 From Lines view, tap My Status. Or, tap Settings from Home view, and tap Features > Presence
> My Status.
2 From the My Status screen, tap the status you want.
Your new status is sent to phones watching you.
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User Tip: How to Automatically Change Your Status When Your Phone is Idle
You can enable your phone to automatically set your status to Away when your phone is idle for a certain length of time. After you touch the screen or press a key on your phone, your status changes to Available again. To enable this feature, tap Settings from Home view, and tap Basic > Preferences > Presence > Idle Timeout. From the Idle Timeout screen, enable an office hours and off hours timeout period, and enter the number of minutes your phone should be idle before your status changes to Away. For steps on how to set your office hours, see Changing Your Office Hours.
User Tip: Dialing Buddies
You can quickly dial a buddy by accessing your Buddy list. From Lines view, tap Buddies, tap the buddy you want to call, and tap Dial.
Setting Up and Managing a Buddy List
If you want to monitor other people, you need to make sure they are in your Buddy list. You add people to your Buddy list from your Contact Directory, so in order to add someone to your Buddy list, you must first add them to your Contact Directory. For information on adding a person to your contact directory see
Working with Your Contact Directory.
To update your Buddy list:
1 From your Contact Directory, tap the contact you want to start or stop monitoring. 1 From the contact’s information screen, tap .
2 From the Edit Contact screen, tap Watch Buddy, and enable or disable the field. The default
setting is Disabled. When enabled, the contact is added to your Buddy list so you can monitor the
contact’s status. When disabled, the contact is removed from your Buddy list, and you cannot
monitor the contact’s status.
3 Tap Save.
When you enabled the Watch Buddy setting for a contact, the contact displays in your Buddy list. To view your Buddy list, tap Buddies from Lines view.
Blocking Contacts from Viewing Your Status
You can prevent someone from monitoring you by blocking the contact in your Contact Directory. If you unblock the contact, the contact can add you to their Buddy list and monitor you.
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User Tip: How to Access Your Blocked and Watcher Lists
To view a list of contacts that can and cannot monitor your status, do the following:
To display contacts that can view your status, tap Settings from Home view, and tap
Features > Presence > Watcher List.
To display contacts that can’t view your status, tap Settings from Home view, and tap
Features > Presence > Blocked List.
Timesaver: How to Quickly Unblock a Contact
You can use your Blocked List to unblock a contact, rather than updating the Contact Directory: Tap Settings from Home view, and tap Features > Presence > Blocked List. From the Blocked List, tap the contact you want to unblock, and tap Unblock. The contact can now watch your phone, and displays in your Watcher List.
Buddy Status
Icon Buddy Status
Icon
Available
Do Not Disturb
Busy
Offline
Away
No information
To block or unblock a contact from viewing your status:
1 From your Contact Directory, tap the contact you want to block or unblock. 2 From the contact’s information screen, tap .
3 From the Edit Contact screen, tap Block Buddy, and enable or disable the field. The default setting
is Disabled. When enabled, the contact cannot watch your status, and the contact displays in your
Blocked List. When disabled, the contact can watch your status, and the contact displays in your
Watcher List.
4 Tap Save.
Monitoring Buddies
You can monitor your buddies from your Buddy Status list. If a buddy is a favorite, you can also monitor the buddy from Home and Lines view.
Your buddies display an icon next to their name to indicate their status. The following table shows the icons and the status they represent.
Table 9: Buddy Status and Icons
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Display
Action
Buddy list
From Lines view, tap Buddies. From Home view, tap Settings, and tap Features > Presence > Buddy Status. Your Buddy list displays, as displayed next.
Lines view
From Home view, press . If Lines view doesn’t display, swipe the screen. The buddies who are favorites display their status, as displayed next.
Home view
From Home view, tap the phone line. The buddies who are favorites display their status, as displayed next.
The following table shows you how to monitor your buddies from your Buddy Status list, Home view, and Lines view.
Table 10: Monitoring Buddies From Your Buddy Status List
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Web Info: How Do I Attach a USB Flash Drive to My Phone?
To attach a USB flash drive, see the Quick Start Guide for your phone, available by navigating to
your phone’s Support page from the Business Media Phones Support page.
Integrating with Microsoft Lync Server
Your system administrator can configure your phone to work with Microsoft Lync Server and communicate with others using Microsoft Lync. From your phone, you can monitor the status of your Microsoft Lync contacts. For more information on integrating with Microsoft Lync Server, refer to one of the following documents available by navigating to your phone from the Polycom Business Media Phones Web page:
For users: Using Polycom Phones in a Microsoft Lync 2010 Environment For administrators: Deploying Polycom UC Software for Use with Microsoft Lync Server 2010
Recording Calls
When the call recording feature is available, and you connect a USB flash drive to the USB port on your phone, you can record active audio calls on your phone. Recordings are stored as .wav files on the USB flash drive. You can record up to four hours in one file.
When you attach a USB flash drive to your phone, a USB icon, , displays in the status bar, together with a message that tells you how much recording time is available on the USB flash drive. If you have a
VVX 600, you can tap to view your recordings and USB properties. You cannot record when:
There are no connected calls on your phone. You place a new call to transfer a call or set up a conference. The phone prompts you to answer an incoming call.
When you place a call on hold, recording pauses. However, when another person places you on hold, recording continues. Recording stops when all active calls end, no matter who ends the calls.
When you press while recording, only other participants in the call are recorded. Tones and indications, such as the dialing of digits or ringing from another person’s phone, that occur
before a call connects are not recorded. Local tones and indications, such as DTMF tones when dialing, are not recorded. However, tones from another person’s phone are sometimes recorded.
You control recording by tapping Start, Pause, Resume, and Stop. All active calls that occur on your phone between the time you tap Start and Stop are recorded, alternating in the same .wav file.
For example, on June 22, 2012 at 11:22 a.m., you answer a call from person A. During your call with person A, you answer calls from person B and person C. Your conversations with persons A, B, and C are all recorded in the same .wav file as follows:
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Web Info: Which USB Flash Drives Does My Phone Support?
For a list of supported USB flash drives to record phone audio, see Supported USB Devices
(Technical Bulletin 38084).
Caution: Be Aware of Laws Governing Call Recording
You may be required by federal, state, and local laws to notify some or all called participants when you record calls. You can find specific information about US state requirements at
http://www.rcfp.org/taping/. Telephone call recording regulations in other countries vary widely.
Polycom recommends checking with the local government’s telecommunications authority and
government legal agencies. You can find other information that may be useful at:
http://www.fcc.gov/cgb/consumerfacts/recordcalls.html http://www.privacyrights.org/fs/fs9-wrtp.htm
Caution: Removing a USB Flash Drive During a Recording
Polycom recommends that you do not remove the USB flash drive while recording. The file being recorded will be incomplete and cannot be played back later. When you remove the USB flash drive while recording, you may also damage the flash drive itself.
To record a call:
1 From Lines, Calls, or Active Call view, tap Record. 2 To start recording, tap Start.
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Note: Managing a Call While You’re Recording
You can hold, end, transfer, or set up a conference call while you record, or while a recording is paused. To manage a call during a recording, tap Back and choose the task you want to perform. To see the Recording soft keys again, tap Record.
The message Recording in progress scrolls in the status bar. The Recording icon also displays in
the status bar, as displayed next.
3 To stop recording, do one of the following:
Tap Stop.
Tap Back, and tap End Call. Depending what mode you are using, press or , or replace
the handset.
When you stop recording, the USB icon, , displays in the status bar, as displayed next.
To record a conference:
You can record a conference call in the same way as other calls with the following exceptions:
All conference call participants are recorded. When one of the conference participants presses ,
that participant is not recorded.
When you hold a conference call, recording pauses. You can place or answer other calls, which are
recorded in the same file. When you resume the conference call, recording resumes.
To pause and resume a recording:
Tap Pause. To resume the recording, tap Resume. Recording continues within the same .wav file. When you pause a recording, Recording Paused scrolls in the status bar. If you have a VVX 600, the Recording Paused icon, , also displays in the status bar.
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Troubleshooting: Why Can’t I Record a Call?
When you record, or attempt to record, a call, the following messages might appear on your screen:
If there is insufficient free space on the USB flash drive when you tap Start, recording does
not start and the message USB device is full/Recording cancelled displays.
If the USB flash drive becomes full during recording, recording stops and the message
USB device is full/Recording stopped displays.
If you remove the USB flash drive during recording, recording stops and the message
USB device removed unsafely/Recording cancelled displays.
If you attach an unsupported USB flash drive, the message Unsupported USB device
attached displays, along with information about the unsupported product.
User Tip: Other Ways to Listen to Recorded Calls
You can play back recorded files on other devices, such as a Windows or Apple based computer using an application capable of playing .wav files. If an error occurs while a recording plays, playing stops.
Playing Back Recorded Calls
When you connect a USB flash drive to your phone, you can play back calls that you recorded on your phone. You can browse the recorded files, stored as .wav files, on the USB flash drive. You can also open, rename, and delete the recorded files.
To browse recorded files:
Tap Settings from Home view, and tap Features > Removable Storage Media >
Browse Recordings. A list of recordings displays, as displayed next. If there are no supported .wav files on the USB flash drive, the message Unsupported .wav file format appears on the
screen.
To rename or delete a recording:
1 Tap Settings from Home view, and tap Features > Removable Storage Media > Browse
Recordings. If you have a VVX 600, tap from Lines or Calls view, and tap Browse Recordings.
2 From the Browse Recordings screen, tap the recording you want to rename or delete.
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User Tip: How to Listen to Recorded Calls
Use these tips when you listen to recorded calls: To adjust the volume of a recording while you play it, press one of the Volume keys,
.
Playback stops if you tap Exit, or press , or . If the handset is off-hook when you tap Play, you hear audio through the handset. If the
handset is on-hook when you tap Play, you hear audio through the speaker. If you lift the handset while you listen through the speaker, you hear the audio through the handset.
When you are playing a file and an incoming call arrives, playing pauses and the phone rings.
If you do not answer your phone, playback remains paused, and you have to tap Resume to continue playing back the recording. If you decide to reject the incoming call, tap Resume, and playback resumes.
You cannot open a .wav file if you have an active call or if you’re recording. If you try to, the
message Action aborted displays. If all calls are held, you can start playing a recording. However, if you resume a call, playback stops.
3 To rename the file, tap Rename, update the filename, and tap OK. Or, to delete the file, tap Delete. To play a recorded call:
1 Tap Settings from Home view, and tap Features > Removable Storage Media > Browse
Recordings. Or, if you have a VVX 600, tap from Lines or Calls view, and tap Browse
Recordings.
2 From the Browse Recordings screen, tap the file you want to play, and tap Open.
3 Tap Play.
Playing displays on the screen. The position indicator displays in hours, minutes, and seconds above the progress bar and changes as the file plays in real time, as displayed next.
While the recording plays, you can pause by tapping Pause. To resume playing, tap Resume. To stop playing and return to the Browse Recordings screen, tap Exit.
Using the Browser
Certain Polycom phone models have an idle browser that displays non-interactive web content. You can configure the content you want the Idle Browser to display. To see the Idle Browser, press from
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