Poly Trio C60 User manual

USER GUIDE 5.9.5 | September 2020 | 3725-49139-003A
Poly Trio C60 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................................................................................................... 8
Product Overview of Poly Trio C60 Systems...................................................................... 8
Poly Trio C60 System...............................................................................................8
Navigating Poly Trio C60 Phones..................................................................................... 10
Accessing Screens on the Poly Trio C60 System.................................................. 10
Icons and Status Indicators.................................................................................... 14
Entering Information Using the Onscreen Keyboard.........................................................15
Change the Keyboard Layout.................................................................................15
Accessibility Features....................................................................................................... 16
Users Who Are Deaf or Hard of Hearing................................................................16
Users with Limited Mobility.....................................................................................16
Users Who Are Blind, Have Low Vision, or Have Limited Vision........................... 17
Logging In to and Locking the System.......................................................... 18
Signing In to Skype for Business on Your Phone..............................................................18
Sign In Using Your Skype for Business User Credentials...................................... 18
Sign In Using Skype for Business PIN Authentication........................................... 18
Sign In to Skype for Business Using Web Sign In..................................................19
Set the Time and Date Format............................................................................... 19
Sign Out of Skype for Business..............................................................................19
Locking Your Poly Trio C60 Phone................................................................................... 20
Set a Lock Code.....................................................................................................20
Lock Your Phone.................................................................................................... 20
Unlock the Phone................................................................................................... 20
Change Your Lock Code........................................................................................ 21
Reset Your Lock Code............................................................................................21
Audio Calls........................................................................................................22
Placing Audio Calls........................................................................................................... 22
Place an Audio Call................................................................................................ 22
Place an International Call..................................................................................... 23
Place a Call from Recent Calls...............................................................................23
Place Calls to Skype for Business Contacts.......................................................... 23
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Place a Skype for Business Audio Call over USB..................................................23
Place a Call over Bluetooth.................................................................................... 24
Call a Favorite........................................................................................................ 24
Place a Call from a Locked Phone......................................................................... 24
Redial a Number.................................................................................................... 24
Calling Contacts from Directories......................................................................................25
Call a Contact from a Directory.............................................................................. 25
Call a Contact from a Directory Search..................................................................25
Placing Intercom Calls...................................................................................................... 25
Place an Intercom Call........................................................................................... 25
Place an Intercom Call During a Call..................................................................... 26
Answering Audio Calls...................................................................................................... 26
Answer an Incoming Call........................................................................................26
Answer a Call When in a Call.................................................................................26
Answer Calls Automatically.................................................................................... 27
Answer a Call on a Locked Phone......................................................................... 27
Answer an Intercom Call........................................................................................ 27
Decline an Incoming Call.................................................................................................. 27
End an Audio Call............................................................................................................. 28
Holding and Resuming Calls.............................................................................................28
Hold a Call..............................................................................................................28
Resume a Call........................................................................................................28
Transferring Calls..............................................................................................................28
Choose a Default Transfer Type.............................................................................29
Transfer a Call Using Blind Transfer.......................................................................29
Transfer a Call Using Consultative Transfer...........................................................29
Cancel a Transfer...................................................................................................29
Rejecting Calls with Do Not Disturb.................................................................................. 30
Enable Do Not Disturb............................................................................................30
Disable Do Not Disturb...........................................................................................30
Forwarding Incoming Skype for Business Calls................................................................31
Simultaneously Ring a Group of Contacts............................................................. 31
Forward Skype for Business Calls to a Contact..................................................... 31
Forward a Call to Voicemail....................................................................................31
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
Contents
2

Initiate a Skype for Business Conference.............................................................. 34
Initiate a Conference Call During a Call................................................................. 34
Initiate a Group Conference Call............................................................................ 35
Add a Contact to a Skype for Business Conference Call..................................................35
Send Active Conference Information to a Contact............................................................ 35
Viewing a List of Skype for Business Conference Participants.........................................35
Exit the Participants List......................................................................................... 36
Managing Skype for Business Conference Participants................................................... 36
Muting Conference Participants............................................................................. 37
Remove a Conference Participant......................................................................... 37
Promote or Demote a Conference Participant....................................................... 38
Enable and Disable Conference Announcements..................................................38
Locking a Conference Call..................................................................................... 38
Recording Audio Calls.....................................................................................40
Guidelines When Recording Calls.................................................................................... 40
Record a Call.................................................................................................................... 41
Pause a Recording............................................................................................................41
Resume a Recording........................................................................................................ 41
Stop Recording................................................................................................................. 41
Browse Recorded Calls.....................................................................................................42
Play a Recorded Call........................................................................................................ 42
Pause and Resume Played Recordings........................................................................... 42
Stop Playing a Recording..................................................................................................43
Rename a Recording........................................................................................................ 43
Delete a Recording........................................................................................................... 43
Using the Calendar...........................................................................................44
Open the Calendar............................................................................................................44
View a Different Exchange Calendar ............................................................................... 45
View Meeting Details.........................................................................................................46
Meeting Reminders........................................................................................................... 46
Choose a Meeting Reminder Type.........................................................................47
Choose a Meeting Alert Tone................................................................................. 47
Disable Meeting Reminders................................................................................... 47
Joining Calendar Meetings................................................................................................48
Join a Meeting from the Calendar.......................................................................... 48
Join a Meeting from a Meeting Reminder.............................................................. 48
Join a Meeting with an Alternate Number.............................................................. 48
Contents
3

Call Lists and Directories................................................................................ 49
Recent Calls......................................................................................................................49
View Recent Calls.................................................................................................. 49
Edit a Recent Call Entry......................................................................................... 49
Delete a Recent Call Entry..................................................................................... 50
Delete Recent Call Entries..................................................................................... 50
Local Directory.................................................................................................................. 50
Search for a Local Directory Contact..................................................................... 50
Add a Contact to the Local Directory......................................................................51
View Contact Details.............................................................................................. 51
Update a Local Directory Contact’s Information.....................................................51
Delete a Local Directory Contact............................................................................51
Local Directory Favorites.................................................................................................. 51
Add Favorites......................................................................................................... 52
Remove a Favorite................................................................................................. 52
Corporate Directory...........................................................................................................52
Search the Corporate Directory..............................................................................52
Perform an Advanced Search of the Corporate Directory......................................52
Add Corporate Directory Contacts to the Local Directory...................................... 53
Skype for Business Contacts............................................................................................ 53
Managing Contacts Across Applications and Devices........................................... 53
View Skype for Business Contacts.........................................................................54
View Skype for Business Contact Information....................................................... 54
Update Skype for Business Contact Information....................................................55
View Skype for Business Contact Groups..............................................................55
Skype for Business Contact Presence Information................................................ 55
Search for a Skype for Business Contact...............................................................56
Add a Skype for Business Contact to the Contact List...........................................56
Voicemail and Pages........................................................................................ 57
Access Skype for Business Voicemail Messages............................................................. 57
Managing Skype for Business Voicemail Messages.........................................................57
Call a Contact from Voicemail................................................................................ 57
Delete Voicemail Messages................................................................................... 58
Mark Message as Read......................................................................................... 58
Receiving Messages with Group Paging.......................................................................... 58
Listen to a Page During an Active Call...................................................................58
Receiving Pages When Not in an Active Call.........................................................59
Contents
4

Connecting Bluetooth and USB Devices....................................................... 60
Connecting Devices Using Bluetooth................................................................................60
Make the System Visible to Nearby Bluetooth Devices......................................... 60
Connect a Bluetooth Device...................................................................................61
Play Audio from a Bluetooth Device.......................................................................61
Connecting a Device Using a USB Cable......................................................................... 61
Minimum Hardware and Software Laptop Requirements.......................................62
Connect a USB Device or Laptop.......................................................................... 62
Setting Your Phone as the Audio Device................................................................62
Poly Trio C60 Phone Settings......................................................................... 64
Password Required to Access Basic Settings.................................................................. 64
Time and Date Display......................................................................................................64
Change the Time and Date Format........................................................................ 64
Disable the Time and Date Display........................................................................ 65
Set the System Language.................................................................................................65
Backlight Intensity and Timeout........................................................................................ 65
Set the Backlight Intensity...................................................................................... 65
Set the Backlight Timeout.......................................................................................66
Enable or Disable Number Formatting..............................................................................66
Power Saving Mode.......................................................................................................... 66
Change Your Office Hours for Power Saving Mode............................................... 67
Change Idle Timeouts for Power Saving Mode...................................................... 67
Change User Detection for Power Saving Mode....................................................67
Set a Ringtone for Incoming Calls.....................................................................................68
Update Your Skype for Business Presence...................................................................... 68
Maintaining Your Phone...................................................................................69
Update the Phone’s Configuration ................................................................................... 69
Clean the Touchscreen..................................................................................................... 69
Troubleshooting............................................................................................... 70
Investigate Warnings.........................................................................................................70
Missing Calendar and Meeting Notifications..................................................................... 70
Poor Audio Quality with External Microphones................................................................. 71
Call Audio from Bluetooth-Connected Phones Doesn’t Come Through System
Speakers...................................................................................................................... 71
Using an Approved Power Source.................................................................................... 72
Test the Hardware............................................................................................................. 72
Contents
5

Set Log Levels.................................................................................................................. 72
Send Log Files to the Skype for Business Server.............................................................73
Send Log Files to the Skype for Business Server Using the System Web Interface........ 73
Reboot Your Phone........................................................................................................... 73
Reset the Phone to Factory Defaults................................................................................ 74
Contents
6

Before You Begin
Topics:
▪Audience, Purpose, and Required Skills
▪Related Poly and Partner Resources
This guide contains overview information, procedures, and references you can use to perform tasks with
your Poly Trio C60 system when running Skype for Business.
Audience, Purpose, and Required Skills
This guide provides information for Poly Trio C60 systems with Skype for Business. Administrators and
users can use this guide to configure Poly settings available on the system’s local interface.
This guide covers the models listed below:
▪ Poly Trio C60 system
▪ Poly Trio C60 ND system
▪ Poly Trio C60 NR system
Related Poly and Partner Resources
See the following sites for information related to this product.
▪ The Poly Online Support Center is the entry point to online product, service, and solution support
information including Video Tutorials, Documents & Software, Knowledge Base, Community
Discussions, Poly University, and additional services.
▪ 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.
▪ The Polycom Collaboration Services help your business succeed and get the most out of your
investment through the benefits of collaboration.
7

Getting Started
Topics:
•Product Overview of Poly Trio C60 Systems
•Navigating Poly Trio C60 Phones
•Entering Information Using the Onscreen Keyboard
•Accessibility Features
Before you use your phone, familiarize yourself with its features and user interface.
Note: As you read this guide, remember 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 C60 Systems
Poly Trio C60 systems support audio-only conference calls with Skype for Business Server 2013, 2015 or
2019 Server environments along with point-to-point and bridge calls.
Trio C60 systems support 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 computers over USB
• Pairing with Bluetooth–enabled devices
• Connecting to wireless networks
Poly Trio C60 System
The following figure displays the hardware features on Poly Trio C60 systems. The table lists each
numbered feature shown in the figure.
8

Figure 1: Poly Trio C60 System hardware features
Poly Trio C60 System Hardware Feature Descriptions
Reference Number Feature Feature Description
1 Volume keys Adjusts the volume of the audio
from the speakerphone and ringer.
2 Mute key Mutes the microphones during calls
and conferences. The key glows
red when activated.
3 Proximity sensor Wakes the system when it detects
user movement nearby.
Note: Don’t press on the
proximity sensor. Doing so
may damage the sensor
and the system.
4 USB ports The USB host port, found on the
side of the phone, enables you to
connect a USB flash drive to record
calls.
The USB device port, found on the
bottom of the phone, enables you to
connect a computer using a micro
USB cable to use the system as a
speakerphone for calls.
5 Touchscreen Enables you to select items and
navigate menus on the touch-
sensitive screen.
Getting Started
9

Reference Number Feature Feature Description
6 Speaker and microphones Sends your audio to call
participants and provides audio
output for the ringer and
speakerphone.
7 Security slot (on back) Enables you to attach a universal
security cable lock to your phone so
you can secure it to a desktop.
Related Links
Users with Limited Mobility on page 16
Navigating Poly Trio C60 Phones
Your 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 C60 System
You can access the following screens on your phone:
•Home: Displays your messages, settings, and information.
•Calls: Displays all active and held calls on your line.
•Place a Call: Enables quick access to the dialpad, Recent Calls, Contacts, and Calendar.
Getting Started
10

Access the Home Screen
The Home screen displays icons you can use to access features, settings, additional registered lines, and
favorite contacts.
Figure 2: 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 indicates which page
you’re currently viewing as a series of dots. The phone uses dots to indicate the number of available
screens (pages) and which screen you're currently on.
Procedure
»On the Home screen, press and hold the page indicator to switch between large or small menu
option icons.
Getting Started
11

Access the Place a Call Screen
The Place a Call screen on Poly Trio C60 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 dialpad, Contacts, Recent Calls, and the Calendar.
Figure 3: Place a Call screen
Procedure
»Do one of the following:
• Select Place a Call .
• Select Menu > Place a Call .
Calls Screen Overview
The Calls screen displays automatically when you place a call and when you have an active call in
progress.
For active calls, the phone displays the contact's name, number and the call duration.
Getting Started
12

Figure 4: Active call on the Calls screen
You can also view active and held calls on the phone. If the phone has multiple lines, active and held calls
display under the associated line.
Getting Started
13

Figure 5: 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
Registered line
Unregistered line
Active call
USB device attached
Missed call
Placed call
Received call
Call Forwarding enabled
Getting Started
14

Icon Description
Do Not Disturb enabled
Bluetooth
Wireless status
Paired device
Related Links
Users Who Are Deaf or Hard of Hearing on page 16
Entering Information Using the Onscreen Keyboard
The onscreen keyboard enables you to enter information into text fields using the touchscreen.
The onscreen keyboard displays when a text field displays. When a text field requires only numbers, it
displays a numerical keypad instead.
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
Change the Keyboard Layout
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. Clear the Use System Language check box.
3. Select one or more available languages and press the back arrow.
The phone enables each language you select, 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.
Getting Started
15

Accessibility Features
Poly products include a number of features to accommodate hearing, vision, mobility, or cognitively
impaired users.
Users Who Are Deaf or Hard of Hearing
Your phone includes accessibility features for users who are deaf or hard of hearing to use the phone.
The following table lists the accessibility features for users who are deaf or hard of hearing.
Accessibility Features for Users Who Are Deaf or Hard of Hearing
Accessibility Feature Description
Visual message indicators Icons on the screen indicate when the system has new
messages.
Adjustable ringer and call volume You can change the volume of the ringer to suit your needs.
Also, you can separately control the call audio volume.
Selectable Ringtone You can choose from a variety of ringtones for incoming
calls.
Visual notifications Status and icon indicators let you know when you have
incoming, outgoing, active, or held calls. Indicators also alert
you of the device’s status and when features are enabled.
Related Links
Set a Ringtone for Incoming Calls on page 68
Icons and Status Indicators on page 14
Users with Limited Mobility
Your phone includes features that enable users with limited mobility to use various features.
The following table lists the accessibility features for users with limited mobility.
Accessibility Features for Users with Limited Mobility
Accessibility Feature Description
Auto-answering You can enable the phone to auto-answer calls.
Touchscreen The large touchscreen enables you to select, swipe,
and press the screen to perform functions and activate
features.
Related Links
Answer Calls Automatically on page 27
Getting Started
16

Poly Trio C60 System on page 8
Users Who Are Blind, Have Low Vision, or Have Limited Vision
Your phone includes accessibility features for users who are blind, have low vision, or have limited vision
to use the phone.
The following table lists the accessibility features for users who are blind, have low vision, or have limited
vision.
Accessibility Features for Users Who Are Blind, Have Low Vision, or Have Limited Vision
Accessibility Feature Description
Adjustable backlight settings You can change the brightness of the screen by
adjusting backlight intensity settings.
Auto-answering You can enable the phone to auto-answer calls.
Tactile volume keys The volume buttons are raised and discernible to touch.
Related Links
Backlight Intensity and Timeout on page 65
Answer Calls Automatically on page 27
Getting Started
17

Logging In to and Locking the System
Topics:
•Signing In to Skype for Business on Your Phone
▪Locking Your Poly Trio C60 Phone
You can log in to and lock a Poly Trio C60 system with the Skype for Business user credentials provided
by your system administrator.
Signing In to Skype for Business on Your Phone
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 Skype for Business through the phone’s local interface.
Your system administrator provides you with your login credentials. Your login credentials include your
domain, email address, user name, and password.
Procedure
1. Do one of the following:
• Select Sign In.
• Go 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 displays when the phone successfully signs in to Skype for Business.
Note: If you input the wrong credentials and lock your account, contact your system administrator.
Sign In Using Skype for Business PIN Authentication
Sign in to Skype for Business on your phone or common area phone with your PIN authentication
credentials.
Procedure
1. Do one of the following:
• Select Sign In.
• Go to Settings > Features > Skype for Business > Sign In.
18

2. Select PIN Authentication.
3. Enter the PIN authentication credentials for your Skype for Business account and select Sign In.
A confirmation message displays when the phone successfully signs in to Skype for Business.
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 a web browser to sign in to Skype for Business on your phone.
Procedure
1. Do one of the following:
• Select Sign In.
• Go to Settings > Features > Skype for Business > Sign In.
2. Select Web Sign In.
A web address displays.
3. Enter the URL into a web browser on your computer.
4. On the Skype for Business Authentication website, enter your email address and select Verify
Email.
5. Enter the PIN generated on the phone into the web browser.
A confirmation message displays when the phone successfully signs in to Skype for Business.
Set the Time and Date Format
After you sign in to your phone with your Skype for Business credentials, select your time zone and a time
and date format.
Procedure
1. Sign in to Skype for Business on your phone and select Next.
2. On the Customize Time Zone screen, choose your time zone and select Next.
3. On the Customize Time Format screen, choose a time format and select Next.
4. On the Customize Date Format screen, choose a date format and select Next.
Related Links
Time and Date Display on page 64
Sign Out of Skype for Business
If you sign 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 can’t call or view your Skype for Business contacts on the
phone. However, you can still use other available features.
Procedure
»Select Menu > My Status(Available) > Sign Out.
Logging In to and Locking the System
19