User Guide for the Polycom® CX700 IP Phone Microsoft® Lync™ 2010 Edition | December 2010 | 1725-31402-001 Rev.
Trademark Information POLYCOM®, the Polycom “Triangles” logo and the names and marks associated with Polycom’s products are trademarks and/or service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other countries. All other trademarks are property of their respective owners.
About This Guide Thank you for choosing the Polycom® CX700 IP phone which enables a new era in unified communications currently unavailable with traditional desktop phones.
User Guide for the Polycom CX 700 IP Phone Major updates have occurred to the following sections since the previous edition: iv • Answering Calls on page 3-3 • Hosting Conference Calls on page 3-6 • Transferring Calls on page 3-8 • Forwarding Calls on page 3-10 • Using Voice Mail on page 3-11
Contents About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii Changes to This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii 1 Getting Started with Your Phone . . . . . . . . . . . . . . . . . . . . 1–1 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2 Assembling Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
User Guide for the Polycom CX700 IP Phone Choosing a Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14 Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14 Deleting Contacts . . . . . . . . . . .
1 Getting Started with Your Phone This chapter provides basic installation instructions and information for obtaining the best performance with the Polycom® CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft® Lync™ 2010. The graphic display features flexible navigation using its touch screen capabilities, the navigation wheel just below the screen, or the traditional number keypad.
User Guide for the Polycom CX700 IP Phone Parts List The following components are included in your Polycom CX700 IP phone package: 1-2 • Polycom CX700 IP phone • handset & handset cord • Network Cable • USB cable
Getting Started with Your Phone • Quick Start Guide and registration card Check this list before installation to ensure that you have received each item. If you are missing any items, contact your system administrator.
User Guide for the Polycom CX700 IP Phone A list of supported headsets is available in the Voice section of Polycom’s Support web site at http://www.polycom.com/global/documents/support/technical/products/voice/CX200 _700_Headset_Compatibility.pdf. If headsets are deployed in high static environments where users frequently disconnect and re-connect the headset to the phone, it is possible that the phone can be damaged by electrostatic discharge (ESD).
Getting Started with Your Phone For more information on logging in, refer to Logging in on Your Phone on page 1-8. Connecting to Your Computer Using a USB Cable You can connect your Polycom CX700 IP phone to your computer using a USB cable. The advantages of this connection include: • Computer sign-in. If you are logged into Microsoft Lync 2010 on your computer, you are automatically logged in on your phone. • Making a one-click audio call.
User Guide for the Polycom CX700 IP Phone 3 Connect the Type B USB connector (flat end) of the USB cable to your computer. Type “A” USB Connector Type “B” USB Connector The connection between your Polycom CX700 IP phone and your computer is detected (as shown below). 4 Do one of the following: — Select the Sign in on phone instead soft key to log into your Polycom CX700 IP phone. To continue logging in, refer to Logging in on Your Phone on page 1-8. — Log in from Microsoft Lync 2010.
Getting Started with Your Phone Adjusting the Phone Base To adjust the base: 1 Push the button on the back of the Polycom CX700 IP phone to adjust the viewing angle. 2 Select an angle that best suits you by moving the base up or down.
User Guide for the Polycom CX700 IP Phone Presence Status Indicator—Indicates your presence state. 2 For more information, refer to Changing Your Presence Information on page 3-12. 3 Scroll wheel—Navigates up and down the contact list and other elements of the user interface. 4 Select Key—Selects the highlighted information. 5 Help Key—Displays help for the currently displayed screen. 6 Microphone Mute Key—Mutes local audio during calls so that others cannot hear you.
Getting Started with Your Phone To log in on the Polycom CX700: 1 After the initial Microsoft Unified Communications introduction screen appears, the setup screen will appear. Follow the instructions for setting up the touch screen. The Sign In screen appears on the graphic display. 2 Using the graphic display’s soft keyboard, enter the following: — Your Microsoft Lync 2010 sign-in name (for example, user1@polycom.
User Guide for the Polycom CX700 IP Phone 4 Do one of the following steps: — Enter a six digit personal identification number (PIN) of your choice using the dial pad, re-enter the same PIN, and then press the OK soft key. For example, enter “123456” twice. — Press the Use fingerprint instead soft key. The Create Fingerprint ID screen appears.
Getting Started with Your Phone — Follow the on-screen instructions to register your fingerprint. After completing the PIN or fingerprint registration process, the Contact List screen appears. Usage Guidelines To make a selection on the graphic display, either use your finger or the scroll wheel and the Select key. To access the Help on the phone, press the Help key, and then tap Contents.
User Guide for the Polycom CX700 IP Phone 1 - 12
2 Customizing Your Phone You can customize your Polycom® CX700 IP phone by adjusting the setting for time and date, display contrast, and ring type, and other features. You can add contacts to the phone’s directory manually or from call lists. You can handle incoming calls from different contacts in different ways. This chapter provides basic operating instructions for customizing your Polycom CX700 IP phone.
User Guide for the Polycom CX700 IP Phone • High contrast setting • Text telephone (TTY) setting • Your password • Your PIN or fingerprint ID • User who is currently logged into the phone • Touch screen’s calibration You can also view the current phone network settings. You must be logged in to configure the basic settings on your Polycom CX700 IP phone. Changing Date and Time Format The date and time appears on the graphic display of the Polycom CX700 IP phone.
Customizing Your Phone 2 Select Date/Time Format, then select your preferred format. 3 Press the OK soft key to save your changes. Changing Location and Time Zone You have control over the location and time zone. To configure the location and time zone: 1 Press the Settings soft key. 2 Select Location/Time Zone, then select your preferred location and time zone. 3 Press the OK soft key to save your changes.
User Guide for the Polycom CX700 IP Phone Changing Ring Tones You can select a ring tone for incoming calls. To select a ring tone: 1 Press the Settings soft key. 2 Select Ring Tones, then select your preferred ring tone. To hear the selected ring tone, press the Play soft key. 3 Press the OK soft key to save your changes. Changing Displayed Language Many languages are supported by the Polycom CX 700 IP phone. To change the language: 1 2-4 Press the Settings soft key.
Customizing Your Phone 2 Select Change Language, then select your preferred language. You can choose from Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese (Brazilian), Russian, Spanish, and Swedish. Your system administrator selects which of these languages are made available to you. You will be able to select only those languages that your system administrator has deployed.
User Guide for the Polycom CX700 IP Phone 2 Select Lock. Your phone is now locked. To unlock your phone: 1 Press the Unlock soft key. The PIN entry screen appears. 2 Enter your PIN, then press the OK soft key. 3 If you have forgotten your PIN: a Press the Forgot PIN soft key. You are prompted to enter the password that you entered when you first logged in (refer to Logging in on Your Phone on page 1-8). If you press the Cancel soft key, the phone remains locked.
Customizing Your Phone Adjusting the Volume To adjust the volume on the ringer, handset, and speaker: 1 Press the Settings soft key. 2 Select Volume. 3 Using or , select your desired level for ringer, handset, and speaker volume. 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Volume screen without making changes. Adjusting Display Brightness To adjust the brightness on the graphic display to a comfortable level: 1 Press the Settings soft key.
User Guide for the Polycom CX700 IP Phone 2 Select Brightness. 3 Using 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Brightness screen without making changes. or , select your desired level. Enabling High Contrast High contrast color schemes can increase readability by using higher contrast color combinations on the screen. With this change, you can operate the telephone in high-contrast mode.
Customizing Your Phone 3 Press the Enable soft key or the Cancel soft key to exit the High Contrast screen without making changes. Enabling Text Telephone The Text Telephony (TTY) setting enables those who are deaf or speech impaired to use the telephone. To enable TTY on your phone: 1 Press the Settings soft key. 2 Select Text Telephone (TTY). 3 Plug a telephone typewriter device into the headset port at the back of your phone.
User Guide for the Polycom CX700 IP Phone 2 Select Change Password. 3 Enter your old password, then enter your new password twice. 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Change Password screen without making changes. Changing Your PIN PIN enforcement is configured by Microsoft Lync 2010. For more information, contact your system administrator. Note To change your PIN: 1 Press the Settings soft key. 2 Select Change PIN.
Customizing Your Phone 2 Select Switch User. The Sign In screen appears on the graphic display. 3 Using the graphic display’s soft keyboard, enter the following: — The new user’s Microsoft Office Communicator sign-in name — The new user’s network domain and username — The new user’s password For more information, refer to Logging in on Your Phone on page 1-8. 4 Select Sign In. The Confirm PIN screen appears.
User Guide for the Polycom CX700 IP Phone Choosing a Phone Location The phone location assists emergency responders in locating distressed callers. To view or set your phone’s location: 1 Press the Settings soft key. 2 Select Phone Location. Your location will appear on your phone. 3 Press the OK soft key . Managing Call Lists A call log showing a list of placed and received calls can be viewed on the graphic display. This feature requires access to Microsoft Exchange 2007.
Customizing Your Phone To view the call log: 1 On the left-hand side of the graphic display, select the Call Log soft key, . 2 Sort the Call Log screen in one of the following ways: — To view all calls that you have missed, received, or placed, select All, . — To view calls that you have missed, select Missed Calls, . — To view calls that you have received, select Received Calls, — To view calls that you have placed, select Place Calls, . .
User Guide for the Polycom CX700 IP Phone Managing Contacts You can view your list of contacts on the graphic display. You can view the following information about each contact: • The contact’s presence icon • The contact’s name • The contact’s presence status • The Contact card, which contains detailed information about the contact The following limitations (with respect to contacts) exist on the Polycom CX700 IP phone: • The Microsoft Outlook contact list must contain less than 5000 contacts.
Customizing Your Phone Searching For a Contact To search for a particular contact: >> From the contact screen, search for a contact using the dial pad. When a dial pad key is pressed, the entries whose first name starts with a character that matches the letters on the key label will be retrieved. For example, if you enter Peter, all entries whose first name is Peter are listed. You can dial any successful matches from the resulting information on the graphic display.
User Guide for the Polycom CX700 IP Phone 2 - 16
3 Using the Basic Features of Your Phone Your Polycom® CX700 IP phone is designed to be used like a regular phone. You place calls, transfer a call to someone else, or conduct a conference call. At any time, only one active call may be in progress on your phone. The active call is the one that has audio associated with it. There may be one other call on hold or in an “Incoming call” or “Ringing” state. Use the Scroll Wheel or the touch screen to switch between these calls.
User Guide for the Polycom CX700 IP Phone If you require additional information or assistance with your new phone, contact your system administrator. Placing Calls You can place a call in many ways using your Polycom CX700 IP phone: • Dial the number using the dial pad with the handset off-hook or on-hook. • Select a contact from the contacts list shown on the graphic display.
Using the Basic Features of Your Phone — Dial the desired number using the dial pad. The number appears in the phone number field. The numbers will automatically dial once the complete number is entered. You may need to press the Call soft key. To place a call using the speakerphone: >> Do one of the following steps: a With the handset on-hook, press the Speakerphone key. When you hear a dial tone, enter the desired number. b Dial the desired number using the dial pad. Press the Speakerphone key.
User Guide for the Polycom CX700 IP Phone Answering Incoming Calls When the incoming call is for the user currently logged into the Polycom CX700 IP phone, the caller name and information will be displayed. To answer an incoming call when you are not already in a call: >> Do one of the following steps: a Pick up the handset. b Press the Speakerphone key or the Answer soft key to answer the call through the speakerphone.
Using the Basic Features of Your Phone Ending Calls To end a call: >> Do one of the following steps: — Press the EndCall soft key. — Replace the handset. — Press the Speakerphone key if you are using the speakerphone. — Press the Headset key if you are using the optional headset. Redialing Numbers To redial the last placed call: 1 On the left-hand side of the graphic display, select the Contacts soft key, . 2 Press the Redial soft key.
User Guide for the Polycom CX700 IP Phone During a call if you are using the handset, pressing the Volume key adjusts the handset volume. During a call, if you are using the headset, pressing the Volume key adjusts the headset volume. If you press the Volume key when not in call, the ringer volume is adjusted. You can also adjust volume by selecting the Settings soft key and the Volume screen. Refer to Adjusting the Volume on page 2-7. Placing Calls on Hold During a call, press the Hold soft key.
Using the Basic Features of Your Phone To set up a conference: 1 Call the first party. You can either dial the phone number directly or search for the number in the Contact Directory or Call Lists. For more information, refer to Placing Calls on page 3-2, Searching For a Contact on page 2-15, or Managing Call Lists on page 2-12. Note 2 After the first party answers, press the Conference soft key, then press the Add Someone soft key. 3 Call the second party.
User Guide for the Polycom CX700 IP Phone To view meetings on your phone: On the left-hand side of the graphic display, press the Calendar soft key, 1 . To join meetings on your phone: On the left-hand side of the graphic display, press the Calendar soft key, 1 . Select the meeting that you want to join, and then press the Join soft key.
Using the Basic Features of Your Phone To perform a consultative transfer: 1 During a call, press Transfer soft key. The active call is placed on hold. 2 Press the Consult then Transfer To... soft key. 3 Select the contact to which you want to transfer the call. 4 As soon as the ring-back sound is heard or after the party answers, press the Complete Transfer soft key to complete the transfer. You can talk privately to the party to which you are transferring the call before the transfer is completed.
User Guide for the Polycom CX700 IP Phone Forwarding Calls You can configure your phone so that all incoming calls are forwarded to another party (known as static forwarding). You can also forward calls while the phone is ringing (known as dynamic forwarding). You may also forward calls to your voice mail. This feature requires that you have access to Microsoft Exchange 2007.
Using the Basic Features of Your Phone Dynamic Forwarding To forward an incoming call: >> With the phone ringing, do one of the following steps: a Press the Redirect soft key. Enter a number to forward the incoming call to. b Select To Voice Mail. Using Voice Mail Your voice mail is saved in a centralized location and may be accessed from your phone. The presence of new voice mail messages is indicated by a Message Waiting Indicator on the graphic display.
User Guide for the Polycom CX700 IP Phone 3 Follow voice or visual prompts on the graphic display to retrieve your messages. To delete voice messages: 1 Press the Messages soft key. 2 Select the meesage that you want to delete without listening to it, and then press the Delete Voicemail soft key.
Using the Basic Features of Your Phone 2 Choose a presence status from the following table: Icon Status Text Description Available The contact is online and can participate in conversations. This can also be set manually by the user. Busy The contact is available but engaged in another activity. Those activities include: • In a Call—The contact is in a phone, voice, or video conversation.
User Guide for the Polycom CX700 IP Phone Icon Status Text Description Be Right Back This contact is engaged in another activity and will return shortly. This can also be set manually by the user. Reset Status 3 Press the Reset Status soft key to reset to the default, which is based on your Microsoft Lync 2010 status. Press the appropriate soft key. .Press the Cancel soft key to exit the Change Presence screen without making changes.
4 Troubleshooting Your Phone This chapter presents problems, likely causes, and corrective actions. Problems are grouped as follows: • Power and Startup • Controls • Access to Screens and Systems • Making and Receiving Calls • Displays • Audio • Microsoft Lync 2010 If you still need assistance, contact your system administrator. You can reset your Polycom CX700 IP phone to factory defaults by using small pin on back of device, between the headset and USB interfaces.
User Guide for the Polycom CX700 IP Phone Power and Startup Symptom Problem Corrective Action There are power issues. The Polycom CX700 IP phone has no power. Do one of the following steps: The Polycom CX 700 IP phone appears to be fine, but there is no interaction between the handset and the Microsoft Lync 2010 client. 4-2 There may be problems with the Microsoft Lync 2010 Server software. • Verify that no lights appear on the unit when it is powered up.
Troubleshooting Your Phone Controls Symptom Problem Corrective Action The dial pad does not work. The dial pad on the Polycom CX700 IP phone does not respond. Do one of the following steps: • Check for a response from other feature keys or from the dial pad. • Place a call to the phone from a known working telephone. Check for display updates. • Check the termination at the switch or hub end of the network LAN cable.
User Guide for the Polycom CX700 IP Phone Access to Screens and Systems Symptom Problem Corrective Action There is no response from key presses. The Polycom CX700 IP phone is not in active state. Do one of the following steps: The display shows “Cannot contact the server...” or “Cannot acquire IP address”. I cannot sign-in to the Polycom CX700 IP phone. I see the “Cannot connect to server or server name is incorrect" error. I cannot sign-in to the Polycom CX700 IP phone.
Troubleshooting Your Phone Symptom Problem Corrective Action I cannot sign-in to the Polycom CX700 IP phone. I see the "User name or password is invalid" error. The Polycom CX700 IP phone is not recognized. Do one of the following steps: I cannot sign-in to the Polycom CX700 IP phone. I continue to see the "Device does not have a valid IP address" error. I am trying to log in first time on Polycom CX700 IP phone and I do not see PIN option.
User Guide for the Polycom CX700 IP Phone Making and Receiving Calls Symptom Problem Corrective Action There is no dial tone. Power is not correctly applied to the Polycom CX700 IP phone. Do one of the following steps: Dial tone is not present on one of audio paths. 4-6 • Check that the display is illuminated. • Make sure the LAN cable is inserted properly at the rear of the phone (try unplugging and re-inserting the cable).
Troubleshooting Your Phone Symptom Problem Corrective Action The phone does not ring. Ring setting or volume is low. Do one of the following steps: Outbound or inbound calling is unsuccessful. You turned off the ringer. • Adjust the ringing level from the front panel using the volume up/down keys. • Check same status of handset, headset (if connected) and through the Speakerphone. • Verify that the phone is logged in and registered with Microsoft Lync 2010 Server.
User Guide for the Polycom CX700 IP Phone Displays Symptom Problem Corrective Action There is no display. Power is not correctly applied to the Polycom CX700 IP phone. Do one of the following steps: The display is incorrect. The display has bad contrast. The contrast needs adjustment. Outbound or inbound calling is unsuccessful. The display is flickering. 4-8 Certain types of older fluorescent lighting may cause the display to appear to flicker. • Check that the display is illuminated.
Troubleshooting Your Phone Audio Symptom Problem Corrective Action There is no audio on the Polycom CX700 handset earpiece. Your Microsoft Lync 2010 Server account may not be configured correctly. Contact your system administrator to ensure your account is configured in Enterprise Voice mode. There is no audio on the headset. The headset is not properly connected or turned on. Volume may be set too low. Ensure that the headset is properly connected.
User Guide for the Polycom CX700 IP Phone 4 - 10
Safety Notices Service Agreements Please contact your Polycom Authorized Reseller for information about service agreements applicable to your product. Governing Law This Limited Warranty and Limitation of Liability shall be governed by the laws of the State of California, U.S.A., and by the laws of the United States, excluding their conflicts of laws principles.
User Guide for the Polycom CX700 IP Phone Polycom Limited Warranty and Limitation Liability LIMITED WARRANTY. Polycom warrants to the end user (“Customer”) that this product is expected to be free from defects in workmanship and materials, under normal use and service, for one year from the date of purchase from Polycom or its authorized reseller.
Safety Notices Safety and Compliance Usage and Cleaning • Use in accordance with these instructions. • Do not use near any heat sources. • Only use attachments/accessories specified by Polycom. • Clean only with dry cloth. Operating Environment This device is rated as a commercial product for operation at +41ºF (+5ºC) to +95ºF(+35ºC).
User Guide for the Polycom CX700 IP Phone Safety Notices - 4
