Poly CCX Series User manual

USER GUIDE 6.2.21 | September 2020 | 3725-49791-004A
Poly CCX Business Media Phones 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................................................................................................6
Audience, Purpose, and Required Skills.............................................................................6
Related Poly and Partner Resources..................................................................................6
Getting Started................................................................................................... 7
Product Overview of Poly CCX Business Media Phones....................................................7
CCX Phone Hardware Overview..............................................................................8
Navigating Poly CCX Phones.................................................................................13
Using a Phone as a Common Area Phone............................................................ 16
Enter Information Using the Onscreen Keyboard...................................................16
Logging In to and Locking Your Phone............................................................................. 16
Signing In to Skype for Business on Your Phone...................................................16
Signing In to a Phone as a Guest...........................................................................18
Locking Your Phone............................................................................................... 20
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
Place a Call over Bluetooth.................................................................................... 24
Call a Favorite........................................................................................................ 24
Calling Contacts from Directories...........................................................................24
Place a Call from a Locked Phone......................................................................... 25
Placing Intercom Calls............................................................................................25
Redial a Number............................................................................................................... 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
1

Resume a Call........................................................................................................28
Transfer a Call...................................................................................................................28
Rejecting Calls with Do Not Disturb.................................................................................. 29
Enable Do Not Disturb............................................................................................29
Disable Do Not Disturb...........................................................................................29
Forwarding Incoming Skype for Business Calls................................................................30
Simultaneously Ring a Group of Contacts............................................................. 30
Forward Skype for Business Calls to a Contact..................................................... 30
Forward a Call to Voicemail....................................................................................30
Managing Multiple Calls.................................................................................................... 31
Manage a Call from the Calls Screen.....................................................................31
Mute the Microphones.......................................................................................................31
Unmute the Microphones.................................................................................................. 31
Recording Audio Calls.......................................................................................................32
Guidelines When Recording Calls..........................................................................32
Record a Call..........................................................................................................32
Pause a Recording.................................................................................................32
Resume a Recording..............................................................................................33
Stop Recording.......................................................................................................33
Browse Recorded Calls..........................................................................................33
Play a Recorded Call..............................................................................................33
Pause and Resume Played Recordings.................................................................34
Stop Playing a Recording.......................................................................................34
Rename a Recording............................................................................................. 34
Delete a Recording.................................................................................................34
Conference Calls.............................................................................................. 35
Initiating a Skype for Business Conference Call............................................................... 35
Initiate a Skype for Business Conference.............................................................. 35
Initiate a Conference Call During a Call................................................................. 35
Initiate a Group Conference Call............................................................................ 36
Add Contacts to a Skype for Business Conference Call................................................... 36
Send Active Conference Information to a Contact............................................................ 36
Viewing a List of Skype for Business Conference Participants.........................................36
Exit the Participants List......................................................................................... 37
Return to the Participants List................................................................................ 37
Managing Skype for Business Conference Participants................................................... 37
Muting Conference Participants............................................................................. 37
Promote or Demote a Conference Participant....................................................... 38
Enable and Disable Conference Announcements..................................................38
Remove a Conference Participant......................................................................... 39
Contents
2

Lock and Unlock a Conference Call....................................................................... 39
Admit or Deny Participants to a Locked Conference Call...................................... 39
Boss-Admin for Skype for Business.............................................................. 40
Add Delegates...................................................................................................................40
Add Delegates from Skype for Business Client......................................................40
Add Delegates from Phone Local Interface............................................................41
View the Delegates Group................................................................................................ 41
Delete Delegates from Phone Local Interface.................................................................. 42
Maximum Number of Boss Lines...................................................................................... 42
View the Boss Group.........................................................................................................42
Set a Ringtone for Boss Calls........................................................................................... 42
Edit the Delegates Group..................................................................................................43
Sort Boss-Admin Lines......................................................................................................43
Managing Calls on the Boss's Line................................................................................... 44
Respond to Incoming Boss Calls........................................................................... 44
Viewing Call Status on the Boss's Line.................................................................. 44
View Held Boss Calls............................................................................................. 44
Resume Held Boss Calls........................................................................................44
Transferring Boss Calls.......................................................................................... 45
Place a Call on Behalf of a Boss............................................................................ 45
Join Conference Calls for a Boss......................................................................................46
Call Lists and Directories................................................................................ 47
Recent Calls......................................................................................................................47
View Recent Calls.................................................................................................. 47
Edit a Recent Call Entry......................................................................................... 47
Delete a Recent Call Entry..................................................................................... 48
Local Directory.................................................................................................................. 48
Search for a Local Directory Contact..................................................................... 48
Add a Contact to the Local Directory......................................................................48
View Contact Details.............................................................................................. 48
Update a Local Directory Contact’s Information.....................................................49
Delete a Local Directory Contact............................................................................49
Local Directory Favorites.................................................................................................. 49
Add Favorites......................................................................................................... 49
Remove a Favorite................................................................................................. 49
Skype for Business Contacts............................................................................................ 50
Managing Contacts Across Applications and Devices........................................... 50
View Skype for Business Contacts.........................................................................51
View Skype for Business Contact Information....................................................... 51
Contents
3

Update Skype for Business Contact Information....................................................51
View Skype for Business Contact Groups..............................................................52
Skype for Business Contact Presence Information................................................ 52
Search for a Skype for Business Contact...............................................................52
Add a Skype for Business Contact to the Contact List...........................................53
Voicemail and Pages........................................................................................54
Access Skype for Business Voicemail Messages............................................................. 54
Managing Skype for Business Voicemail Messages.........................................................54
Call a Contact from Voicemail................................................................................ 54
Delete Voicemail Messages................................................................................... 55
Mark Message as Read......................................................................................... 55
Receiving Messages with Group Paging.......................................................................... 55
Listen to a Page During an Active Call...................................................................55
Receiving Pages When Not in an Active Call.........................................................56
Settings, Applications, and Accessories....................................................... 57
Poly CCX Phone Settings................................................................................................. 57
Password Required to Access Basic Settings........................................................57
Set the System Language...................................................................................... 57
Time and Date Display........................................................................................... 57
Backlight Intensity and Timeout..............................................................................58
Customizing Line Keys...........................................................................................59
Power Saving Mode............................................................................................... 60
Changing Audio Settings........................................................................................61
Update Your Skype for Business Presence............................................................63
Adding a Profile Photo to Display on the Lock Screen...........................................63
Disable Hot Desking...............................................................................................63
Clear Call Logs and Contacts.................................................................................63
Restrict Call Log and Contact Uploads.................................................................. 63
Using BToE to Manage Calls on Your Phone and Skype for Business Client...................64
Answer BToE Calls.................................................................................................64
Place BToE Calls....................................................................................................64
Pause and Resume BToE Calls............................................................................. 64
Move Call Audio between Your Phone and Computer........................................... 65
Connecting Bluetooth and USB Devices...........................................................................65
Using Bluetooth Devices on Your Phone................................................................65
Connecting to a Wireless Network.................................................................................... 68
Connect to a Wireless Network.............................................................................. 68
Disconnect from a Wireless Network..................................................................... 69
Remove a Wireless Network.................................................................................. 69
Contents
4

Phone Applications........................................................................................................... 69
Using the Calendar.................................................................................................69
Phone Accessories and Computer Applications............................................................... 73
Using a Headset with Your Phone..........................................................................73
Accessibility Features..................................................................................... 76
Users Who Are Deaf or Hard of Hearing...........................................................................76
Users with Limited Mobility................................................................................................77
Users Who Are Blind, Have Low Vision, or Have Limited Vision...................................... 77
Maintenance and Troubleshooting................................................................. 79
Maintaining Your Phone.................................................................................................... 79
Clean the Touchscreen...........................................................................................79
Restart Your Phone................................................................................................ 79
Update the Phone’s Configuration ........................................................................ 80
View Software Details.............................................................................................80
Updating Your Skype for Business Phone Software.............................................. 80
Reset the Phone to Factory Defaults..................................................................... 81
Troubleshooting.................................................................................................................81
Phone Can’t Connect to the Network or Repeatedly Restarts............................... 81
Warnings................................................................................................................ 81
Test the Hardware.................................................................................................. 82
Speakerphone........................................................................................................ 82
USB Port................................................................................................................ 82
Check the Status of the Calendar.......................................................................... 83
Troubleshoot Audio and Echo Issues.....................................................................83
Bluetooth Headset Issues...................................................................................... 83
Recording Issues and Solutions.............................................................................83
Better Together over Ethernet................................................................................ 84
Login Credentials................................................................................................... 85
Contents
5

Before You Begin
Topics:
▪Audience, Purpose, and Required Skills
▪Related Poly and Partner Resources
This user guide helps you configure Poly settings available on your CCX when running Microsoft Skype
for Business.
This user guide supports the following Poly phones with Skype for Business:
▪ CCX 400 business media phones
▪ CCX 500 business media phones
▪ CCX 600 business media phones
Audience, Purpose, and Required Skills
This guide is intended for Poly phone users running Skype for Business. Administrators and users can
use this guide to configure Poly settings available on the phone’s local interface.
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.
6

Getting Started
Topics:
▪Product Overview of Poly CCX Business Media Phones
•Logging In to and Locking Your Phone
This section provides information on getting started with your Poly CCX business media phones running
Skype for Business.
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 CCX Business Media
Phones
Poly CCX business media phones with Skype for Business support audio-only conference calls.
The following features are available on CCX phones with Skype for Business:
▪ 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
7

CCX Phone Hardware Overview
The following topics describe the hardware features for Poly CCX business media phones.
Poly CCX 400 Business Media Phones Hardware
The following figure displays the hardware features on Poly CCX 400 business media phones. The table
lists each feature numbered in the figure.
Figure 1: Poly CCX 400 phone hardware features
Poly CCX 400 Phone Hardware Feature Descriptions
Reference Number Feature Feature Description
1 Reversible tab Secures the handset in the cradle when you position
your phone stand at a high angle. To secure the
handset, remove the tab, reverse it so the protrusion
points up, and reinsert it. Position the handset so the
protrusion on the tab fits into the slot on the handset.
2 Message waiting indicator Flashes red to indicate you have an incoming call or a
new message.
3 Touchscreen Enables you to select items and navigate menus on the
touch-sensitive screen.
Getting Started
8

Reference Number Feature Feature Description
4,5 Volume keys Adjusts the volume of the handset, headset, speaker,
and ringer.
6 USB port(s) CCX 400 phones contain one USB-A port.
Enables you to attach a USB flash drive or USB
headset.
7 Headset indicator Displays when the phone is powered on. The icon
glows green or blue when a headset is connected and
activated.
8 Speakerphone indicator Displays when the phone is powered on. The icon
glows green when activated.
9 Speaker Provides ringer and speakerphone audio output.
10 Mute key Mute or unmute the microphone during an active call.
Poly CCX 500 Business Media Phone Hardware
The following figure displays the hardware features on Poly CCX 500 business media phones. The table
lists each feature numbered in the figure.
Figure 2: Poly CCX 500 phone hardware features
Getting Started
9