User Guide for the Polycom® CX300 Desktop Phone Microsoft® Lync™ 2010 Edition | December 2010 | 1725-32504-001 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® CX300 Desktop Phone which enables a new era in unified communications currently unavailable with traditional desktop phones. Connecting a Polycom CX300 phone to a computer running Microsoft® Lync™ 2010 allows you to place and receive telephone calls over your IP network connection. For more information on what’s new in Microsoft Lync 2010, refer to http://www.microsoft.com/communicationsserver/en/us/whats-new.
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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 CX300 Desktop Phone Changing the Language . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8 Restarting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9 3 Troubleshooting Your Phone . . . . . . . . . . . . . . . . . . . . . . . 3–1 Power and Startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1 Controls, Placing and Receiving Calls . . . . . . .
1 Getting Started with Your Phone This chapter provides basic installation instructions and information for obtaining the best performance with the Polycom® CX300 desktop phone. The Polycom CX300 phone provides a flexible and efficient means to access the advanced communication functions of Microsoft® Lync™ 2010.
User Guide for the Polycom CX300 Desktop Phone Parts List The following components are included in your Polycom CX300 package: 1 Polycom CX300 desktop phone with attached USB Cable 2 Handset 3 Handset cord 4 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.
Getting Started with Your Phone 2 (Optional.) Connect the headset cord to the headset jack on the back of the phone. A list of supported headsets is available in the Voice section of Polycom’s Support web site at http://www.polycom.com/support/voicedocumentation/. If headsets are deployed in high electrostatic 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).
User Guide for the Polycom CX300 Desktop Phone Connecting the Phone to Your Computer To connect the Polycom CX300 desktop phone to your computer: >> Connect the USB cable (attached to the base unit) to a USB 1.1 or 2.0 port on your computer. The Polycom CX300 will not work if it is connected to a bus-powered USB hub. Note Upon powering up your phone, a splash screen appears.
Getting Started with Your Phone Features of Your Phone The features of the Polycom CX300 desktop phone are: 1 Graphic Display—Shows information about calls, messages, time, date, and other relevant data. An example of the idle screen is shown below. The display backlight is lit when: — You are in a call. — You are changing the phone setting using the dial pad. For more information, refer to Changing the Phone Settings on page 1-8. — Microsoft Lync 2010 is interacting with the phone.
User Guide for the Polycom CX300 Desktop Phone 3 Hold Key —Holds an active call or resumes a held call. You can also use the Hold key to clear a phone number that you have entered before you have completed the call or to toggle between two active calls. 4 Delete Key —Delete displayed data or reject incoming call. 5 Message Waiting Indicator unheard messages.
Getting Started with Your Phone Before You Use Your Phone Phone Location Place your phone in a well-ventilated, flat, level, clean, and dry location near your computer. Connecting to Microsoft Lync 2010 After you have plugged the USB (connected to your phone) into your computer, the CX300 splash screen appears. If the Microsoft Lync 2010 is not running on your computer or the correct version is running, but you are not signed in, the Sign In screen appears.
User Guide for the Polycom CX300 Desktop Phone a In the wizard, ensure that the Speaker and Microphone device options are both set to Polycom CX300 for the Handset or Headset setup pages. Click Next. b Ensure that the Speaker/Microphone or Speakerphone device options are both set to Polycom CX300. (You may need to select Custom in the top text box to enable you to properly select the speaker and microphone.) Click Next.
Getting Started with Your Phone • Text Size Setting Volume Key Response Rate The volume key response rate sets how fast the volume changes after the user’s key press and how fast the phone’s volume increases or decreases in response to a user’s key press. To change the volume key response rate settings: 1 After you press the 5 dial pad key during startup, press 1 to continue with device settings, and then press 1 again to continue. 2 Press 1 for volume key settings.
User Guide for the Polycom CX300 Desktop Phone Press * to exit. 4 Text Size Setting Two font sizes are supported for most languages: • A normal size • A larger size (factory default) The text size setting applies to all languages except Japanese, Chinese, Korean, Hebrew, Thai, Arabic, and Devanagari. Note To change the size of the display text: 1 After you press the 5 dial pad key during startup, press 1 to continue with device settings, and then press 1 again to continue.
2 Using the Basic Features of Your Phone Your Polycom® CX300 desktop phone is designed to be used like a regular handset. Calls may be placed or answered using the phone or the Microsoft® Lync™ client window. Once installed and configured, the Polycom CX300 desktop phone and Microsoft Lync 2010 work in a tightly integrated manner. Voice input and audio output will be through the Polycom CX300 phone’s handset or speakerphone (or optionally connected headset) whenever Microsoft Lync 2010 is used.
User Guide for the Polycom CX300 Desktop Phone This chapter also provide information on: • Using Your Phone with Microsoft Office Live Meeting • Changing the Language • Restarting Your Phone To troubleshoot issues with the phone, refer to Troubleshooting Your Phone on page 3-1. This guide only describes how to use the Polycom CX300 desktop phone with Microsoft Lync 2010. For more information on how to use Microsoft Lync 2010, refer to your Microsoft documentation.
Using the Basic Features of Your Phone To place a call using the handset: >> Do the following steps in any order: — Pick up the handset. — Dial the desired number using the dial pad. The number appears on the graphic display. The numbers will automatically dial once the complete number is entered. To dial out immediately, press the # after you have entered the number. The dial tone that is played when you are off-hook dialing is either a long or a short tone.
User Guide for the Polycom CX300 Desktop Phone Answering Calls When you get an incoming voice call, Microsoft Lync 2010 displays an audio popup notification in the lower right corner of your computer’s display. The popup provides contextual information about the caller to help you decide whether to accept the call, and it provides a variety of controls for handling the call. When the notification pop-up appears: • You can answer the call with the Polycom CX300 desktop phone or with Microsoft Lync 2010.
Using the Basic Features of Your Phone To switch where the audio is received: >> In the Microsoft Lync 2010 conversion window do the following: — Click the Switch Audio Device icon. — Select another device from the list. Ending Calls To end a call: >> Do one of the following steps: — Replace the handset. — Press the Speakerphone key if you are using the speakerphone. — Press the Headset key if you are using the optional headset.
User Guide for the Polycom CX300 Desktop Phone Redirect Calls When you receive an incoming call on the Polycom CX300 phone, you can redirect the call by clicking the Redirect soft key in the Microsoft Lync 2010 client window. You can choose to: • Redirect the call to an instant message. A call rejection message is sent to the calling party. • Redirect the call to voice mail. • Redirect the call to another phone. Muting the Microphone During a call, press the Microphone Mute key.
Using the Basic Features of Your Phone To put a call on hold: >> Press the Hold key. Press the Hold key again to resume the call. As using the Hold feature typically generates music or a beeping tone, avoid putting a conference call on hold. Note Forwarding Calls You can configure your Microsoft Lync 2010 to forward all incoming calls to another contact (known as static forwarding).
User Guide for the Polycom CX300 Desktop Phone To listen to voice messages: 1 Press and hold down the 1 dial pad key for 1.5 seconds. 2 When prompted for your PIN number, enter the number using the dial pad. The voice mail access feature is configured by your system administrator, who assigns the initial PIN number. Using Your Phone with Microsoft Office Live Meeting Your phone can be used as an audio device for Microsoft Office Live Meeting (and other third-party applications).
Using the Basic Features of Your Phone For example, if Microsoft Lync 2010 is set to “Thai” and the Windows operating system is in English, the information on the phone display will be in Thai, except for the date and time, which will be in English. The phone remembers the last language that was used by Microsoft Lync 2010 and uses English by default. To select a language for Microsoft Lync 2010: 1 Verify that the Multilingual User Interface Package for Microsoft Lync 2010 is installed on your computer.
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3 Troubleshooting Your Phone This chapter presents problems, likely causes, and corrective actions that might occur with your Polycom® CX300 Desktop Phone. Problems are grouped as follows: • Power and Startup • Controls, Placing and Receiving Calls • Access to Systems • Audio • Microsoft Lync 2010 If you still need assistance, contact your system administrator. Power and Startup Symptom Problem Corrective Action There are power issues. The Polycom CX300 desktop phone has no power.
User Guide for the Polycom CX300 Desktop Phone Controls, Placing and Receiving Calls Symptom Problem Corrective Action The Polycom CX300 keys do not provide call control as described in this guide. Your Microsoft Lync 2010 client or your Microsoft Lync 2010 account may not be configured correctly. Contact your system administrator to ensure your account is configured in Enterprise Voice mode. Your computer’s USB port may not be operating correctly.
Troubleshooting Your Phone Access to Systems Symptom Problem Corrective Action There is no response from key presses. The Polycom CX300 desktop phone is not in active state. Do one of the following steps: The display show ‘’Sign in…” or “Please Upgrade” when the phone is already connected to your computer. Your computer does not have Microsoft Lync 2010 installed or has a version of Microsoft Office Communicator 2007 that does not support the Polycom CX300 desktop phone.
User Guide for the Polycom CX300 Desktop Phone Symptom Problem Corrective Action Pressing the Speakerphone key has no effect. The sound still comes out of the handset earpiece. The Audio settings in your Microsoft Lync 2010 client are not correct. Adjust the audio settings in Microsoft Lync 2010 to ensure that speaker audio is directed to your computer’s speakers. For more information, refer to Configuring Microsoft Lync 2010 for the Polycom CX300 Desktop Phone on page 1-7.
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 CX300 Desktop 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 CX300 Desktop Phone Safety and Compliance (Continued) CE This Polycom CX300 has been marked with the CE mark. This mark indicates compliance with EEC Directives 2004/108/EC and 2006/95/EEC. A full copy of the Declaration of Conformity can be obtained from Polycom Ltd, 270 Bath Road, Slough, Berkshire, SL1 4DX, UK. Australia S004 Compliance The user should be aware that, under certain operating conditions, the handset earpiece may retain small metallic objects.