Poly Trio 8500 User manual

USER GUIDE 5.9.2AA | December 2019 |3725-84321-011B
Poly Trio Solution with Skype for Business
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
© 2020 Plantronics, Inc. All rights reserved. Poly, the propeller
design, and the Poly logo are trademarks of Plantronics, Inc.
All other trademarks are the property of their respective
owners.

Contents
Before You Begin................................................................................................7
Audience, Purpose, and Required Skills.............................................................................7
Related Poly and Partner Resources..................................................................................7
Getting Started with Poly Trio .......................................................................... 9
Product Overview of Poly Trio Systems.............................................................................. 9
Poly Trio System Hardware Overview....................................................................10
Navigating Poly Trio ......................................................................................................... 13
Accessing Screens on the Poly Trio System..........................................................13
Icons and Status Indicators.................................................................................... 15
Enter Information Using the Onscreen Keyboard............................................................. 15
Change the Phone Language and Keyboard Layouts........................................... 16
Close the Onscreen Keyboard............................................................................... 16
Logging In to and Locking the System.......................................................... 17
Signing In to Skype for Business on Poly Trio ................................................................. 17
Sign In Using Your Skype for Business User Credentials...................................... 17
Sign In Using Your Skype for Business PIN Authentication................................... 17
Sign In to Skype for Business Using Web Sign In..................................................18
Set the Time and Date Format............................................................................... 18
Sign Out of Skype for Business..............................................................................18
Locking Poly Trio ..............................................................................................................19
Set a Lock Code.....................................................................................................19
Lock Your Phone.................................................................................................... 19
Unlock the Phone................................................................................................... 19
Change Your Lock Code........................................................................................ 20
Reset Your Lock Code............................................................................................20
Audio Calls........................................................................................................21
Placing Audio Calls........................................................................................................... 21
Place an Audio Call................................................................................................ 21
Place an International Call..................................................................................... 21
Place a Call from Recent Calls...............................................................................22
Place Calls to Skype for Business Contacts.......................................................... 22
Place a Skype for Business Audio Call over USB..................................................22
Place a Call over Bluetooth.................................................................................... 23
Call a Favorite........................................................................................................ 23
1

Calling Contacts from the Directory........................................................................23
Place a Call from a Locked Phone......................................................................... 24
Placing Intercom Calls............................................................................................24
Redial a Number............................................................................................................... 25
Answering Audio Calls...................................................................................................... 26
Answer an Incoming Call........................................................................................26
Answer a Call When in a Call.................................................................................27
Answer Calls Automatically.................................................................................... 27
Answer a Call on a Locked Phone......................................................................... 27
Answer an Intercom Call........................................................................................ 28
Decline an Incoming Call.................................................................................................. 28
End an Audio Call............................................................................................................. 28
Holding and Resuming Calls.............................................................................................28
Hold a Call..............................................................................................................28
Resume a Call........................................................................................................29
Transferring Calls..............................................................................................................29
Choose a Default Transfer Type.............................................................................29
Transfer a Call .......................................................................................................29
Transfer a Call Using Consultative Transfer...........................................................29
Cancel a Transfer...................................................................................................30
Rejecting Calls with Don’t Disturb..................................................................................... 30
Enable Do Not Disturb............................................................................................30
Disable Do Not Disturb...........................................................................................31
Forwarding Incoming Skype for Business Calls................................................................31
Simultaneously Ring a Group of Contacts............................................................. 31
Forward a Skype for Business Call to a Contact....................................................31
Forward a Call to Voicemail....................................................................................32
Managing Multiple Calls.................................................................................................... 32
Manage a Call from the Calls Screen.....................................................................32
Mute the Microphones.......................................................................................................33
Unmute the Microphones.................................................................................................. 33
Conference Calls.............................................................................................. 34
Initiating a Skype for Business Conference Call............................................................... 34
Initiate a Skype for Business Conference.............................................................. 34
Initiate a Conference Call during a Call..................................................................34
Initiate a Group Conference Call............................................................................ 35
Add Contacts to a Skype for Business Conference Call................................................... 35
Send Contacts Active Conference Information................................................................. 35
Viewing a List of Skype for Business Conference Participants.........................................36
Exit the Participants List......................................................................................... 36
Contents
2

Return to the Participants List................................................................................ 36
Managing Skype for Business Conference Participants................................................... 36
Muting Conference Participants............................................................................. 37
Promote or Demote Conference Participants.........................................................37
Enable and Disable Conference Announcements..................................................38
Remove Conference Participants...........................................................................38
Lock and Unlock a Conference Call....................................................................... 38
Admit or Deny Participants to a Locked Conference Call...................................... 38
Video Calls on Poly Trio Systems...................................................................40
Tips for Video Calls........................................................................................................... 41
Video Call Settings............................................................................................................41
Set the Call Rate for Video Calls............................................................................41
Change Video Clarity..............................................................................................41
Set Video and Content Layout - Single Monitor .................................................... 42
Set Video and Content Layout - Multiple Monitors................................................. 42
Change How Far-End Video Displays....................................................................43
Place a Skype for Business Video Call............................................................................. 43
Stop Sending Video.......................................................................................................... 43
Start Video During an Audio Call...................................................................................... 44
Adjust the Camera Position During a Call.........................................................................44
Adjust Video Quality..........................................................................................................44
Adjust Camera Tracking Settings......................................................................................45
Switch Between Video and Content during Video Calls....................................................45
Handling a Mixture of Audio and Video Calls ...................................................................46
Camera Presets on Poly Trio Systems............................................................................. 46
Store Camera Presets............................................................................................46
Rename Stored Camera Presets........................................................................... 47
Recording Audio Calls.....................................................................................48
Guidelines When Recording Calls.................................................................................... 48
Record a Call.................................................................................................................... 49
Pause a Recording............................................................................................................49
Resume a Recording........................................................................................................ 49
Stop Recording................................................................................................................. 49
Browse Recorded Calls.....................................................................................................50
Play a Recorded Call........................................................................................................ 50
Pause and Resume Played Recordings........................................................................... 50
Stop Playing a Recording..................................................................................................51
Rename a Recording........................................................................................................ 51
Delete a Recording........................................................................................................... 51
Contents
3

Sharing Content on Poly Trio Systems.......................................................... 52
Sharing Content with RealPresence Desktop or Mobile................................................... 52
Sharing Content with the Polycom Content Application....................................................53
Sharing Content with People+Content IP..........................................................................53
Download and Install Polycom People+Content Technology................................. 53
Share Content using People+Content IP............................................................... 53
Stop Sharing Content with People+Content IP...................................................... 54
Share Content with People+Content IP over USB................................................. 54
Sharing Content in a Skype for Business Environment.................................................... 54
Share Content in a Skype for Business Video Call................................................ 54
Share Content in a Skype for Business Online Meeting........................................ 54
Share Content Out of a Call Using Skype for Business......................................... 55
Sharing Content from an Apple Device.............................................................................55
Sharing Content from a Windows or Android Device........................................................55
Share Content with an HDMI or VGA Connection............................................................ 56
Share Content Automatically When Idle........................................................................... 56
Share Content using the Polycom Content Application ................................................... 56
Using the Calendar...........................................................................................58
Open the Calendar............................................................................................................58
View a Different Exchange Calendar ............................................................................... 59
View Meeting Details.........................................................................................................60
Meeting Reminders........................................................................................................... 60
Choose a Meeting Reminder Type.........................................................................61
Choose a Meeting Alert Tone................................................................................. 61
Disable Meeting Reminders................................................................................... 61
Joining Calendar Meetings................................................................................................62
Join a Meeting from the Calendar.......................................................................... 62
Join a Meeting from a Meeting Reminder.............................................................. 62
Join a Meeting with an Alternate Number.............................................................. 62
Call Lists and Directories................................................................................ 63
Recent Calls......................................................................................................................63
View Recent Calls.................................................................................................. 63
Edit a Recent Call Entry......................................................................................... 63
Delete a Recent Call Entry..................................................................................... 64
Delete All Recent Call Entries................................................................................ 64
Local Directory.................................................................................................................. 64
Search for a Local Directory Contact..................................................................... 64
Contents
4

Add a Contact to the Local Directory......................................................................65
View Contact Details.............................................................................................. 65
Update a Local Directory Contact's Information.....................................................65
Delete a Local Directory Contact............................................................................65
Local Directory Favorites.................................................................................................. 65
Add Favorites......................................................................................................... 66
Remove a Favorite................................................................................................. 66
Corporate Directory...........................................................................................................66
Search the Corporate Directory..............................................................................66
Perform an Advanced Search of the Corporate Directory......................................66
Add Corporate Directory Contacts to the Local Directory...................................... 67
Skype for Business Contacts............................................................................................ 67
Unified Contact Store............................................................................................. 67
View Skype for Business Contacts.........................................................................68
View a Skype for Business Contact's Information..................................................68
Update a Skype for Business Contact’s Information.............................................. 68
View Skype for Business Contact Groups..............................................................69
Skype for Business Contact Presence Information................................................ 69
Search for Skype for Business Contacts................................................................69
Add Skype for Business Contacts to the Contact List............................................ 70
Voicemail and Pages........................................................................................ 71
Access Skype for Business Voicemail Messages............................................................. 71
Managing Skype for Business Voicemail Messages.........................................................71
Call a Contact from Voicemail................................................................................ 71
Delete Voicemail Messages................................................................................... 71
Mark Message as Read......................................................................................... 72
Receiving Messages with Group Paging.......................................................................... 72
Listen to a Page During an Active Call...................................................................72
Receiving Pages When You're Not in an Active Call..............................................73
Connecting Bluetooth and USB Devices....................................................... 74
Connecting Devices Using Bluetooth................................................................................74
Make the System Visible to Nearby Bluetooth Devices......................................... 74
Connect a Bluetooth Device...................................................................................75
Connect a Bluetooth Device Using Near Field Communication............................. 75
Play Audio from a Bluetooth Device.......................................................................75
Connecting a Device Using a USB Cable......................................................................... 75
Minimum Hardware and Software Laptop Requirements.......................................76
Connect a USB Device or Laptop.......................................................................... 76
Setting Your Phone as the Audio Device................................................................76
Contents
5

Poly Trio Settings............................................................................................. 78
Password Required to Access Basic Settings.................................................................. 78
Time and Date Display......................................................................................................78
Change the Time and Date Format........................................................................ 78
Disable the Time and Date Display........................................................................ 79
Set the Language..............................................................................................................79
Backlight Intensity and Timeout........................................................................................ 79
Set the Backlight Intensity...................................................................................... 79
Set the Backlight Timeout.......................................................................................80
Format Numbers............................................................................................................... 80
Power Saving Mode.......................................................................................................... 80
Change Your Office Hours for Power Saving Mode............................................... 81
Change Idle Timeouts for Power Saving Mode...................................................... 81
Change User Detection for Power Saving Mode....................................................82
Control Where Audio Plays............................................................................................... 82
Set a Ringtone for Incoming Calls.....................................................................................82
Update Your Skype for Business Presence...................................................................... 83
Maintaining Poly Trio ...................................................................................... 84
Investigate Warnings.........................................................................................................84
Reboot Your Phone........................................................................................................... 84
Update the Phone's Configuration ................................................................................... 85
Test the Hardware............................................................................................................. 85
Clean the Touchscreen..................................................................................................... 85
Accessibility Features..................................................................................... 87
Features for Hearing-Impaired Users................................................................................87
Features for Mobility-Impaired Users................................................................................ 88
Features for Vision-Impaired and Blind Users.................................................................. 88
Troubleshooting............................................................................................... 90
Check the Status of Paired Device................................................................................... 90
Check the Status of the Calendar..................................................................................... 90
Tips for Resolving Content Sharing Issues....................................................................... 91
Tips for Resolving Camera Issues.................................................................................... 91
Set Log Levels.................................................................................................................. 91
Send Log Files to the Skype for Business Server.............................................................92
Send Log Files to the Skype for Business Server Using the System Web Interface........ 92
Reset the Phone to Factory Defaults................................................................................ 92
Contents
6

Before You Begin
Topics:
•Audience, Purpose, and Required Skills
▪Related Poly and Partner Resources
This Poly Trio Solution for Skype for Business User Guide contains overview information for navigating
and performing tasks with your Poly Trio solution.
This guide covers the following products:
▪ Poly Trio 8500 system
▪ Poly Trio 8800 system
▪ Poly Trio Visual+ content and video accessory
▪ Poly Trio VisualPro content and video accessory
▪ Polycom RealPresence Group Series video collaboration system
Note: The Poly Trio 8500 system, Poly Trio 8800 system, and Poly Trio Visual+ accessory are also
known as the Polycom Trio 8500 system, Polycom Trio 8800 system, and Polycom Trio Visual+
accessory.
Older versions are known as the Polycom RealPresence Trio 8500 system, Polycom
RealPresence Trio 8500 system, and Polycom RealPresence Trio Visual+ accessory.
Audience, Purpose, and Required Skills
This guide is intended for beginning users, as well as intermediate and advanced users who want to learn
more about the features available with Poly Trio.
Related Poly and Partner Resources
See the following sites for information related to this product.
▪ The Polycom Support Site is the entry point to online product, service, and solution support
information including Licensing & Product Registration, Self-Service, Account Management,
Product-Related Legal Notices, and Documents & Software downloads.
▪ The Polycom Document Library provides support documentation for active products, services, and
solutions. The documentation displays in responsive HTML5 format so that you can easily access
and view installation, configuration, or administration content from any online device.
▪ The Polycom Community provides access to the latest developer and support information. Create
an account to access Poly support personnel and participate in developer and support forums. You
can find the latest information on hardware, software, and partner solutions topics, share ideas, and
solve problems with your colleagues.
▪ The Polycom Partner Network are industry leaders who natively integrate the Poly standards-based
RealPresence Platform with their customers’ current UC infrastructures, making it easy for you to
communicate face-to-face with the applications and devices you use every day.
7

▪ The Polycom Collaboration Services help your business succeed and get the most out of your
investment through the benefits of collaboration.
Before You Begin
8

Getting Started with Poly Trio
Topics:
•Product Overview of Poly Trio Systems
•Navigating Poly Trio
•Enter Information Using the Onscreen Keyboard
Before you use your phone, familiarize yourself with its features and user interface.
Note: As you read this guide, keep in mind that your system administrator configures certain features or
your network environment may determine them. As a result, some features may not be enabled or
may operate differently on your device. Additionally, the examples and graphics in this guide may
not directly reflect available options or what your device screen displays.
Product Overview of Poly Trio Systems
The Poly Trio systems support audio-only conference calls in a Skype® for Business 2013 or 2015 Server
environment along with point-to-point, bridge, and Skype for Business video calls.
The following are the features available on the Poly Trio systems.
Poly Trio 8500 System Features and Capabilities
The Poly Trio 8500 system supports the following features:
• Placing, answering, and managing audio calls
• Initiating, joining, and managing audio conference calls
• Recording audio calls with USB flash drives
• Viewing and joining scheduled calendar meetings
• Managing contacts, call lists, and directories
• Adjusting call and phone settings
• Pairing with Bluetooth-enabled devices
• Checking voicemail messages
• Connecting to a computer over USB
• Sharing content during video calls
• Placing, answering, and managing video calls
• Pairing with the Poly Trio Visual+ content and video accessory
• Pairing with the Poly Trio VisualPro content and video accessory
• Pairing with the Polycom RealPresence Group Series system
• Placing video calls with a Polycom EagleEye Mini USB camera, Poly EagleEye Cube USB camera,
Poly Studio camera, or Logitech C930e webcam
• Adjusting the camera and setting camera presets for a connected USB camera
9

Poly Trio 8800 System Features and Capabilities
The Poly Trio 8800 system supports the following features:
• Placing, answering, and managing audio calls
• Initiating, joining, and managing audio conference calls
• Recording audio calls with USB flash drives
• Viewing and joining scheduled calendar meetings
• Managing contacts, call lists, and directories
• Adjusting call and phone settings
• Checking voicemail messages
• Connecting to a computer over USB
• Sharing content during video calls
• Sharing content with Apple AirPlay- or Miracast-certified devices
• Placing, answering, and managing video calls
• Pairing with Bluetooth- and Near Field Communication (NFC)-enabled devices
• Connecting to a wireless network
• Pairing with the Poly Trio Visual+ content and video accessory
• Pairing with the Poly Trio VisualPro content and video accessory
• Pairing with the Polycom RealPresence Group Series system
• Placing video calls with a Polycom EagleEye Mini USB camera, Poly EagleEye Cube USB camera,
Poly Studio camera, or Logitech C930e webcam
• Placing video calls with a Polycom EagleEye IV USB camera or Polycom EagleEye Director II
camera
• Adjusting the camera and setting camera presets for a connected USB camera
Poly Trio System Hardware Overview
The following figures display the hardware features on the Poly Trio systems. The tables list each
numbered feature shown in its respective figure.
Related Links
Connecting a Device Using a USB Cable on page 75
Features for Mobility-Impaired Users on page 88
Getting Started with Poly Trio
10

Poly Trio 8500 System
Figure 1: Poly Trio 8500 System Hardware Features
Poly Trio 8500 System Hardware Feature Descriptions
Reference Number Feature Feature Description
1 Speaker and Microphones Sends your audio to call
participants and provides audio
output for the ringer and
speakerphone.
2 USB Host Port Enables you to connect a USB flash
drive to the system to record calls.
3 USB Device Port Enables you to connect computer
using a USB cable to use the
system as a speakerphone for calls
or to show content.
4 Volume keys Adjusts the volume of the audio
from the speakerphone and ringer.
5 Mute key Mutes the microphones during calls
and conferences. The key glows
red when activated.
6 Touchscreen Enables you to select items and
navigate menus on the touch-
sensitive screen.
Getting Started with Poly Trio
11

Poly Trio 8800 System
Figure 2: Poly Trio 8800 System Hardware Features
Poly Trio 8800 System Hardware Feature Descriptions
Reference Number Feature Feature Description
1 Speaker and Microphones Sends your audio to call
participants and provides audio
output for the ringer and
speakerphone.
2 USB Host Port Enables you to connect a USB flash
drive to the system to record calls.
3 USB Device Port Enables you to connect computer
using a USB cable to use the
system as a speakerphone for calls
or to show content.
4 NFC Enables you to connect a
Bluetooth-capable mobile phone or
tablet using Near Field
Communication (NFC).
5 Touchscreen Enables you to select items and
navigate menus on the touch-
sensitive screen.
6 Mute key Mutes the microphones during calls
and conferences. The key glows
red when activated.
7 Volume keys Adjusts the volume of the audio
from the speakerphone and ringer.
Getting Started with Poly Trio
12

Navigating Poly Trio
The phone has icons, status indicators, and user screens to help you navigate and understand important
information on the state of your phone.
Accessing Screens on the Poly Trio System
You can access the following screens on your phone:
• Home Screen—Displays your messages, settings, and information.
• Calls Screen—Displays all active and held calls on your line.
• Place a Call screen—Enables quick access to the dial pad, Recent Calls, Contacts, and Calendar.
Access the Home Screen
The Home screen on the Poly Trio system displays the icons you can select to access features, settings,
and other information; additional registered lines; and favorites you can save to quickly call contacts.
Figure 3: Home Screen
Procedure
»Do one of the following:
• Select Home .
• Select Menu > Home .
Expand or Contract the Home Screen
You can use the Page Indicator to control how many icons display on the Home screen.
The Page Indicator displays on the Home screen beneath the menu options. It tells you which page
you’re currently viewing.
Procedure
»On the Home Screen, press and hold the Page Indicator.
Getting Started with Poly Trio
13

Accessing the Place a Call Screen
The Place a Call on the Poly Trio displays when you select Place a Call on the home screen or when the
system is idle, if set by your administrator.
From the Place a Call screen, you can access the dial pad, Contacts, Recent Calls, and the Calendar, as
shown in the following figure.
Figure 4: Place a Call screen
Accessing the Calls Screen
The Calls screen on systems display automatically when you place a call and when you have an active
call in progress.
When you have an active call in progress, the name and number of the contact you are talking with and
the duration of the call displays on the Calls screen.
Figure 5: Active call on the Calls screen
You can also view active and held calls in progress on the phone. If the phone has multiple lines, active
and held calls display under the associated line.
Getting Started with Poly Trio
14

Figure 6: Multiple calls on the Calls screen
Icons and Status Indicators
The following table displays the icons and status indicators that display on your phone.
Icons and Status Indicators
Icon Description Icon Description
Registered Line Do Not Disturb enabled
Unregistered Line Call Forwarding enabled
Active Call Wireless status
(Poly Trio 8800 system
only)
USB device attached Paired Device
Missed Call Bluetooth
Placed Call Received Call
Related Links
Features for Hearing-Impaired Users on page 87
Enter Information Using the Onscreen Keyboard
The onscreen keyboard available on the Poly Trio systems enable you to enter information into text fields
using the touchscreen.
The onscreen keyboard displays on screen automatically when a text field displays. When a text field
requires only numbers, the onscreen keyboard displays only numbers.
Getting Started with Poly Trio
15

The following icons also display on the keyboard:
•Letters - Displays alphabetical letters
•Uppercase - Shifts to uppercase letters
•Lowercase - Shifts to lowercase letters
•Numbers and Punctuation - Displays numbers and punctuation marks
•Special characters - Displays special characters
Procedure
1. Select a text field.
2. Select each character you want to enter.
Change the Phone Language and Keyboard Layouts
When you set the phone language and country, the phone uses the default keyboard layout for that
language. For example, setting the phone language to French sets the phone to the AZERTY keyboard
layout. You can enable multiple languages for the phone and switch between keyboard layouts.
Procedure
1. On the phone's keyboard, long-press and release the comma key and choose Input Languages.
2. Uncheck Use System Language.
3. Select one or more available languages and press the Back arrow. Each language you select is
enabled along with its default keyboard layout.
When you enable more than one language, a globe key displays on the phone keyboard.
4. Do one of the following:
• Long-press the globe key to view and choose from a list of enabled languages. The phone
uses the default keyboard layout for the language you choose.
• Short-press the globe key to rotate through enabled languages. The space bar displays the
current language and keyboard layout.
Close the Onscreen Keyboard
When you’re done entering information into a text field, or you want to exit the current screen and return
to the previous screen, close the onscreen keyboard.
Procedure
»Select Done.
Getting Started with Poly Trio
16

Logging In to and Locking the System
Topics:
•Signing In to Skype for Business on Poly Trio
▪Locking Poly Trio
You can log in to and lock a Poly Trio system with your Skype for Business user credentials provided by
your system administrator.
Signing In to Skype for Business on Poly Trio
You can use one of the following methods to sign in to a Poly phone with your Skype for Business
credentials:
•User ID—Enter your user credentials.
•PIN—Enter your PIN Authentication credentials, if enabled.
•Web Sign In—Sign in to your Skype for Business Online account on your computer using the web
address shown on the phone.
Sign In Using Your Skype for Business User Credentials
You can sign in to your Skype for Business account using your login credentials, which include your
domain, email, user name, and password.
Your system administrator provides you with your login credentials.
Procedure
1. Select Sign In, or navigate to Settings > Features > Skype for Business > Sign In.
2. Select User ID.
3. Enter your Skype for Business account user credentials and select Sign In.
A confirmation message is displayed when the phone successfully signs into Skype for Business.
Note: If you input the wrong credentials and lock your account, contact your system administrator.
Sign In Using Your Skype for Business PIN Authentication
You can sign in to your Skype for Business account using your PIN Authentication credentials, which your
system administrator provides.
Procedure
1. Select Sign In, or navigate to Settings > Features > Skype for Business > Sign In.
2. Select PIN Authentication.
3. Enter your PIN Authentication credentials for your Skype for Business account, then select Sign
In.
A confirmation message is displayed when the phone successfully signs into Skype for Business.
17

Note: If you input the wrong credentials and lock your account, contact your system administrator.
Sign In to Skype for Business Using Web Sign In
Use the Web Sign In method to sign in to a phone with your Skype for Business online account using a
web browser.
Procedure
1. Select Sign In, or navigate to Settings > Features > Skype for Business > Sign In.
2. Select Web Sign In.
A web address displays.
3. Enter the URL into the web browser on your computer.
4. On the Skype for Business Authentication website, enter your email address then select Verify
Email.
5. Enter the PIN generated on the phone into the web browser.
A confirmation message is displayed when the phone successfully signs into Skype for Business.
Set the Time and Date Format
After you sign in to your phone with your Skype for Business credentials, you have the option to set the
time zone and select a time and date format.
If you choose to not set up your phone when you first sign in, you can set the time and date formats later.
Procedure
1. After you sign in to Skype for Business on your phone, select Next.
2. On the Customize Time Zone screen, select your time zone and press Next.
3. On the Customize Time Format, choose a time format and press Next.
4. On the Customize Date Format screen, choose a date format and press Next.
Related Links
Time and Date Display on page 78
Sign Out of Skype for Business
If you are signed in to Skype for Business on a public phone, make sure you sign out of your account
after you finish using it.
After you sign out of Skype for Business, you cannot call or view your Skype for Business contacts.
However, you can still use other available features.
Procedure
»Select Sign Out or navigate to Settings > Features > Skype for Business > Sign Out.
Logging In to and Locking the System
18

Locking Poly Trio
If your system administrator has set up the system to lock when it isn’t in use, you need to unlock it before
you can use the system.
You can use your lock code to unlock Poly Trio systems.
With the system locked, you can:
▪ Place outgoing calls to emergency and authorized numbers.
▪ Enter a password to answer incoming calls.
Related Links
Place a Call from a Locked Phone on page 24
Answer a Call on a Locked Phone on page 27
Set a Lock Code
When you sign in to your Skype for Business account, you’re prompted to set a lock code. After you set a
lock code, you can use the code to unlock your phone.
Note: You can’t dismiss the prompt to create a lock code. However, the prompt disappears if you don’t
create a lock code in a set amount of time. If you don’t create a lock code when prompted, you
can't sign in on the phone.
Procedure
1. Create and enter a numerical lock code.
2. Confirm your lock code.
Your lock code saves and you can use it to unlock your phone.
Lock Your Phone
After you create a lock code, you can lock your phone anytime you leave your desk. Your phone
automatically locks after being idle for an administrator-defined amount of time.
Procedure
»Do one of the following:
▪ On the Home screen, select Lock.
▪ Go to Settings > Advanced > Administration Settings > Device Lock and select Lock
Now.
Unlock the Phone
You can use your lock code to unlock your phone.
Procedure
»Enter your lock code and select Unlock.
Logging In to and Locking the System
19