User Guide for the Polycom® CX700 IP Phone September, 2007 Edition 1725-31402-001 Rev.
Trademark Information Polycom®, the Polycom logo design, SoundPoint® IP, SoundStation®, SoundStation VTX 1000®, ViaVideo®, ViewStation®, and Vortex® are registered trademarks of Polycom, Inc. Conference Composer™, Global Management System™, ImageShare™, Instructor RP™, iPower™, MGC™, PathNavigator™, People+Content™, PowerCam™, Pro-Motion™, QSX™, ReadiManager™, Siren™, StereoSurround™, V2IU™, Visual Concert™, VS4000™, VSX™, and the industrial design of SoundStation are trademarks of Polycom, Inc.
About This Guide Thank you for choosing the Polycom CX700 IP phone which enables a new era in unified communications currently unavailable with traditional desk top phones.
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Contents About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii 1 Getting Started with Your Polycom® CX700 IP Phone . . . . . 1–1 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2 Assembling Your Polycom CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . . . . 1–3 Connecting the Handset and Optional Headset . . . . . . . . . . . . . . . . . 1–3 Connecting Network and Power Source . . . . . . . . .
User Guide Polycom CX700 IP Phone Searching For a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11 Viewing a Contact Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11 3 Using the Basic Features of Your Polycom® CX700 IP Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–1 Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 Getting Started with Your Polycom® CX700 IP Phone This chapter provides basic installation instructions and information for obtaining the best performance with the Polycom CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft Office Communicator 2007. The graphic display features flexible navigation using its touch screen capabilities, the navigation wheel just below the screen, or the traditional number keypad.
User Guide 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
Getting Started with Your Polycom® CX700 IP Phone • Note AC/DC Power Adapter and Power Cord The power cord shown above is a representation only. Your power cord will vary depending on your country. • Quick Start Guide and registration card Check this list before installation to ensure that you have received each item. If you are missing any items, contact your system administrator.
User Guide Polycom CX700 IP Phone 2. Connect the headset (optional) to the headset jack on the back of the phone (next to the handset jack). A list of supported headsets is available in the Voice section of Polycom’s Support web site at http://www.polycom.com/support/voice/. Note If headsets are deployed in high static environments where users frequently disconnect and re-connect the headset to the phone, it is possible that the phone can be damaged by electrostatic discharge (ESD).
Getting Started with Your Polycom® CX700 IP Phone below, then plug one end of in the country specific power cord into the power adapter and the other end into an available AC outlet. The phone will begin to power up. For more information on logging in, refer to Logging in on Your Polycom CX700 IP Phone on page 1-7. Adjusting the Phone Base To adjust the base: 1. Push the button on the back of the Polycom CX700 IP phone to adjust the viewing angle. 2.
User Guide Polycom CX700 IP Phone Features of Your Polycom CX700 IP Phone 13 12 1 11 5 8 6 3 9 7 4 2 10 The features of the Polycom CX700 IP phone are: 1. Graphic Display—Shows information about calls, messages, time, date, and other relevant data and allows you to enter commands and select contacts through the touch screen. 2. Presence Status Indicator—Indicates your presence state. For more information, refer to Changing Your Presence Information on page 3-10. 3.
Getting Started with Your Polycom® CX700 IP Phone 13. Fingerprint Reader—Allows you to log on to your Polycom CX 700 IP phone with a swipe of your finger. Before You Use Your Polycom CX700 IP Phone Phone Location Use the following guidelines to select a location for your phone: • Place your Polycom CX700 IP phone in a well-ventilated, flat, level, clean, and dry location near your computer.
User Guide Polycom CX700 IP Phone 2. Using the graphic display’s soft keyboard, enter the following: — Your Microsoft Office Communicator sign-in name (for example, user1@polycom.com) — Your network domain and username (for example, polycom\user1) — Your password 3. Select Sign In. 4. Do one of the following steps: a Enter a six digit personal identification number (PIN) of your choice using the dial pad, re-enter the same PIN, and then press the OK soft key. For example, enter “123456” twice.
Getting Started with Your Polycom® CX700 IP Phone c Follow the on-screen instructions to register your fingerprint. After completing the PIN or fingerprint registration process, the Contact List screen appears. Usage Guidelines To make a selection on the graphic display, either use your finger or the scroll wheel and the Select key.
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2 Customizing Your Polycom® CX700 IP Phone You can customize your Polycom CX700 IP phone by adjusting the setting for time and date, display contrast, and ring type, and other features. You can add contacts to the phone’s directory manually or from call lists. You can handle incoming calls from different contacts in different ways. This chapter provides basic operating instructions for customizing your Polycom CX700 IP phone.
User Guide Polycom CX700 IP Phone • The display brightness • Your password • Your PIN or fingerprint ID • The user who is currently logged into the phone • The touch screen’s calibration You can also view the current phone network settings. You must be logged in to configure the basic settings on your Polycom CX700 IP phone. Date and Time Format The date and time appears on the graphic display of the Polycom CX700 IP phone.
Customizing Your Polycom® CX700 IP Phone 2. Select Date/Time Format, then select your preferred format. 3. Press the OK soft key to save your changes or the Cancel soft key to exit the Date/Time format screen without making changes. 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 on the graphic display. 2. Select Location/Time Zone, then select your preferred location and time zone. 3.
User Guide Polycom CX700 IP Phone Locking and Unlocking Your Phone After a period of inactivity, your Polycom CX700 phone will lock. You can also lock your phone yourself, for example, if you are leaving your desk. Note The inactivity timeout is configured by Microsoft Office Communication Server 2007. For more information, contact your system administrator. To lock your phone: 1. Press the Settings soft key on the graphic display. 2. Select Lock. Your phone is now locked. To unlock your phone: 1.
Customizing Your Polycom® CX700 IP Phone c Enter a new six digit PIN twice (using the dial pad), then press the OK soft key. Use the fingerprint reader to unlock your phone if you initially identified yourself using the fingerprint reader. For more information, refer to Logging in on Your Polycom CX700 IP Phone on page 1-7. Note Adjusting the Volume To adjust the volume on the ringer, handset, and speaker: 1. Press the Settings soft key on the graphic display. 2. Select Volume. 3.
User Guide Polycom CX700 IP Phone 2. Select Brightness. 3. Using Up or Down , select your desired level. 4. Press the OK soft key to save your changes or the Cancel soft key to exit the Brightness screen without making changes. Changing Your Password To change your password: 1. Press the Settings soft key on the graphic display. 2. Select Change Password. 3. Enter your old password, then enter your new password twice.
Customizing Your Polycom® CX700 IP Phone 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 Note PIN enforcement is configured by Microsoft Office Communication Server 2007. For more information, contact your system administrator. To change your PIN: 1. Press the Settings soft key on the graphic display. 2. Select Change PIN. 3. Enter your old PIN, then enter your new PIN twice. 4.
User Guide Polycom CX700 IP Phone Calibration of Touch Screen To calibrate the touch screen: 1. Press the Settings soft key on the graphic display. 2. Select Calibrate Touch Screen. 3. Follow the on-screen instructions to set the calibration. 4. Touch the graphic display a final time to finish the calibration. Managing Call Lists A call log showing a list of placed and received calls can be viewed on the graphic display. Note 2-8 This feature requires access to Microsoft Exchange 2007.
Customizing Your Polycom® CX700 IP 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, . . 3.
User Guide 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: Note • 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 Polycom® CX700 IP Phone Searching For a Contact To search for a particular contact: 1. 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 press 5, all entries whose first name starts with J, K, and L are listed (like Julie or Kevin).
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3 Using the Basic Features of Your Polycom® CX700 IP 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 Polycom CX 700 IP Phone If you require additional information or assistance with your new phone, contact your system administrator. Placing a Call 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. • Select a contact from the contacts list using the Scroll Wheel, then press the Select key (at the center of the Scroll Wheel).
Using the Basic Features of Your Polycom® CX700 IP Phone To place a call using the handset: ¾ Do the following steps in any order: — Pick up the handset. — 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: ¾ Do one of the following steps: a With the handset on-hook, press the Speakerphone key.
User Guide Polycom CX 700 IP Phone Note You need to log in to answer incoming calls. Only four simultaneous calls can be displayed on the graphic display at any time. 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: ¾ Do one of the following steps: a Pick up the handset.
Using the Basic Features of Your Polycom® CX700 IP Phone Ending a Call To end a call: ¾ 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. Muting the Microphone During a call, press the Microphone Mute key. Microphone Mute LED turns on to indicate that the other party cannot hear you.
User Guide Polycom CX 700 IP Phone Putting a Call on Hold During a call, press the Hold soft key. This will be indicated on the graphic display by the hold on the graphic display. Press the Hold key again to resume the call. Note As using the Hold feature typically generates music or a beeping tone, avoid putting a conference call on hold. Setting Up a Conference You can initiate a conference call by selecting one or more contacts, by selecting a contact group, or by selecting a distribution group.
Using the Basic Features of Your Polycom® CX700 IP Phone 2. After the first party answers, press the Conference soft key, then press the Add Someone soft key. 3. Call the second party. To end a conference call: ¾ Press the EndCall soft key or hang up. Transferring a Call A call can be transferred in one of two ways: • Consultative transfer—The party to whom you want to transfer the call answers their phone before you transfer the call or hang up.
User Guide Polycom CX 700 IP 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.
Using the Basic Features of Your 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). Note You may also forward calls to your voice mail. This feature requires that you have access to Microsoft Exchange 2007. Static Forwarding To enable call forwarding: 1.
User Guide Polycom CX 700 IP Phone 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. A list of voice mail messages is also displayed in the Messages list, showing who left the message, their presence status, and the date and time that the message was recorded. Note This feature requires that you have access to a Microsoft Exchange 2007 server.
Using the Basic Features of Your Polycom® CX700 IP Phone To change your presence status information: 1. Click your presence icon in the upper-left hand area of the graphic display. 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.
User Guide Polycom CX 700 IP Phone Icon Status Text Description Away The contact is probably not available. This status is displayed for the following reasons: • The contact's computer has been idle for more than the idle time period setting—15 minutes by default. • The contact's Microsoft Office Outlook calendar or Out of Office Assistant indicates that the user is out of the office. • The contact is temporarily unavailable.
Using the Basic Features of Your Polycom® CX700 IP Phone Restarting Your Phone On rare occasions, you may need to restart your phone. The reasons for this include: Note • Accepting a new configuration • Accepting new software The call lists are automatically cleared when you restart the phone. To restart the phone: ¾ Recycle power to the phone. The restart process will begin and is complete when the Sign In screen is shown.
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4 Troubleshooting Your Polycom® CX700 IP 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 If you still need assistance, contact your system administrator. Note 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 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 Office Communicator 2007 client. 4-2 There may be problems with the Microsoft Office Communications Server 2007 software. • Verify that no lights appear on the unit when it is powered up.
Troubleshooting Your Polycom® CX700 IP 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 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 Polycom® CX700 IP 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 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 Polycom® CX700 IP 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.
User Guide 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 Polycom® CX700 IP Phone Audio Symptom Problem Corrective Action There is no audio on the Polycom CX700 handset earpiece. Your Microsoft Office Communication Server 2007 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.
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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 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).
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Index A adding contacts 2–10 answering calls 3–3 assembling your phone 1–3 forwarding calls 3–9 B base adjusting 1–5 H handset answering a call 3–4 connecting 1–3 placing a call 3–3 headset answering a call 3–4 connecting 1–3 placing a call 3–3 holding calls 3–6 C call lists 2–8 types of 2–8 calls ending 3–5 on hold 3–6 with handsets 3–3 with headsets 3–3 changing passwords 2–6 changing PINs 2–7 changing presence 3–10 conferences, setting up 3–6 contact directory 2–10 D directory, contacts 2–10 display
User Guide Polycom CX700 IP Phone Polycom CX700 adjusting base 1–5 adjusting display brightness 2–5 adjusting volume 3–5 answering calls 3–3 assembling 1–3 basic features 3–1 call lists, types of 2–8 calls, on hold 3–6 changing passwords 2–6 changing PINs 2–7 contact directory 2–10 customizing 2–1 ending calls 3–5 features, list of 1–6 figure, features 1–6 forwarding calls 3–9 getting started 1–1 handset 1–3 headset 1–3 idle display 1–9 illustration 1–2 locking phone 2–4 logging in 1–7 muting microphone 3–
