Poly CCX Series User manual

USER GUIDE 1.0 | December 2019 | 3725-49796-001A
Poly CCX Business Media Phones with Better
Together over Ethernet (BToE)
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
© 2019 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................................................................................................3
Audience, Purpose, and Required Skills.............................................................................3
Related Poly and Partner Resources..................................................................................3
Product Overview of Poly CCX Business Media Phones............................... 4
CCX Phone Hardware Overview.........................................................................................5
Poly CCX 500 Business Media Phone Hardware.................................................... 5
LED Indicators on CCX Series Phones....................................................................6
Navigating Poly CCX Business Media Phone.....................................................................7
CCX Phone Screens................................................................................................ 7
Icons and Status Indicators...................................................................................... 8
Accessibility Features......................................................................................................... 8
Features for Hearing-Impaired Users.......................................................................8
Features for Mobility-Impaired Users....................................................................... 9
Features for Vision-Impaired and Blind Users..........................................................9
Logging in to and Locking Your Phone..........................................................10
Sign in to Skype for Business on Your Computer Using BToE..........................................10
Sign Into Skype for Business as a Guest Using BToE on Your Computer........................ 10
Sign Out of Skype for Business.........................................................................................11
Set the Time and Date Format.......................................................................................... 11
Locking Your Phone.......................................................................................................... 11
Set a Lock Code.....................................................................................................12
Lock Your Phone.................................................................................................... 12
Unlock the Phone................................................................................................... 12
Change Your Lock Code........................................................................................ 12
Reset Your Lock Code............................................................................................12
Disable Device Lock...............................................................................................13
Connecting to Skype for Business on Your Phone using Better
Together over Ethernet................................................................................ 14
Installing the Better Together over Ethernet Connector.................................................... 14
Download and Install the BToE Connector ............................................................14
Start the BToE Connector.......................................................................................15
Disable Auto-Start for the BToE Connector............................................................15
Pairing Your Phone with Your Computer...........................................................................16
Automatically Pair Your Phone with Your Computer using BToE........................... 16
1

Manually Pair Your Phone with Your Computer using BToE.................................. 17
Set Your Phone as Your Primary Audio Device................................................................ 17
Use Your Phone as Your Primary Audio Device for Your Computer................................. 18
Use BToE to Open the Web Configuration Utility..............................................................18
Using BToE to Lock and Unlock Your Phone.................................................................... 18
Using BToE to Manage Calls on Your Phone and Skype for Business
Client............................................................................................................. 19
Answer BToE Calls............................................................................................................19
Place BToE Calls...............................................................................................................20
Pause and Resume BToE Calls........................................................................................ 20
Move Call Audio between Your Phone and Computer...................................................... 20
Disabling BToE and Uninstalling the BToE Connector Application............ 21
Disable BToE on Your Phone............................................................................................ 21
Stop BToE on Your Computer........................................................................................... 21
Uninstall the BToE Connector........................................................................................... 21
Troubleshooting............................................................................................... 23
Better Together over Ethernet........................................................................................... 23
Troubleshoot the BToE Connector Installation....................................................... 23
Troubleshoot BToE Connector Start Issues........................................................... 23
Troubleshoot Pairing Your Phone with Your Computer.......................................... 24
Regenerate a Pairing Code for Manual BToE Pairing............................................ 24
Contents
2

Before You Begin
Topics:
▪Audience, Purpose, and Required Skills
▪Related Poly and Partner Resources
This Poly CCX Business Media Phones with Better Together over Ethernet - User Guide contains
overview information for performing tasks on Poly CCX business media phones.
This user guide supports the Poly CCX 500 business media phones with Skype for Business enabled.
Audience, Purpose, and Required Skills
This guide is intended for Poly phone users running Skype for Business. Administrators and users can
refer to 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 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.
▪ The Polycom Collaboration Services help your business succeed and get the most out of your
investment through the benefits of collaboration.
3

Product Overview of Poly CCX Business
Media Phones
Topics:
▪CCX Phone Hardware Overview
•Navigating Poly CCX Business Media Phone
•Accessibility Features
Poly CCX Business Media Phones with Skype for Business support audio-only conference calls.
The following features are available on CCX series 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
▪ Connecting to a computer over USB
4

CCX Phone Hardware Overview
The following topics describe the hardware features for Poly CCX Business Media Phones.
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 1: Poly CCX 500 phone hardware features
Poly CCX 500 Phone Hardware Feature Descriptions
Reference Number Feature Feature Description
1Reversible 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.
2Message waiting indicator
Flashes to indicate you have an incoming call.
Flashes red to indicate when you have new messages.
3Touchscreen
Enables you to select items and navigate menus on the
touch-sensitive screen.
Product Overview of Poly CCX Business Media Phones
5

Reference Number Feature Feature Description
4,5 Volume keys
Adjusts the volume of the handset, headset, speaker,
and ringer.
6USB port(s)
Enables you to attach a USB flash drive or USB
headset.
Poly CCX 500 phones include one USB-A port and one
USB-C port.
7Headset indicator
Displays when the phone is powered on. The icon
glows green or blue when a headset is connected and
activated.
8Speakerphone indicator
Displays when the phone is powered on. The icon
glows green when activated.
9Speaker Provides ringer and speakerphone audio output.
10 Mute key Mutes local audio during calls and conferences.
LED Indicators on CCX Series Phones
CCX series phone LEDs indicate phone and accessory states.
CCX Series Phones LED Descriptions
LED Color State and Description
Speakerphone Off – Phone is in sleep mode.
White – Speakerphone is off, but the phone is active.
Green – Speakerphone is on.
Headset Off - Phone is in sleep mode.
White – No headset is active.
Green – An electronic hookswitch (EHS) headset is
connected and activated.
Blue – A USB or Bluetooth headset is connected and
activated.
Mute Off – No call is active.
Red – The phone microphone is muted.
Message Waiting Indicator (MWI) Off – No new messages are available.
Blinking Red – New or unread voicemails are available,
incoming call and missed call.
Product Overview of Poly CCX Business Media Phones
6

Navigating Poly CCX Business Media Phone
The phone has icons, status indicators, and user screens to help you navigate and understand important
information on the state of your phone.
CCX Phone Screens
You can access various phone screens from the Home screen or from the Menu in the upper-left
corner of the display.
Access the Home Screen
The Home screen on CCX series phones with Skype for Business display the icons you can select to
access features, settings, and other information; additional registered lines; and favorites you can save to
quickly call contacts.
Procedure
»Do one of the following:
• Select Home .
• Select Menu > Home .
Access the Dial a Number Screen
From the Dial a Number screen, you can also access the dialpad, Directories, Recent Calls, and
Meetings.
Your system administrator can also configure your phone to display the Dial a Number screen when the
phone is idle.
Procedure
»Do one of the following:
• On the Home screen, select Dial a Number.
• Select Menu > Dial a Number.
Accessing the Calls Screen
The Calls screen on CCX phones automatically displays when you place a call and 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.
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.
Product Overview of Poly CCX Business Media Phones
7

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
USB device attached Paired Device
Missed Call Bluetooth
Placed Call Received Call
Accessibility Features
Poly products include a number of features to accommodate hearing-, vision-, mobility-, or cognitively-
impaired users.
Features for Hearing-Impaired Users
Your phone includes many features that enable users with hearing impairments to use various features on
the phone.
The following table lists the accessibility features for hearing-impaired users.
Accessibility Features for Hearing-Impaired Users
Accessibility Feature Description
Visual message indicators An indicator light on the phone indicates that new messages are
waiting. Icons on the screen also indicate that the phone has new
messages.
Adjustable ring tone and volume You can choose from a variety of ring tones for the phone. You can
also change the volume of the ringer to suit your needs and choose
different ring tones for contacts.
Adjustable call volume While in a call, you can raise or lower the volume of the device.
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.
Product Overview of Poly CCX Business Media Phones
8

Accessibility Feature Description
Headset memory mode If you use a headset, you can set up your phone to use your headset
for all calls
TTY support The phones supports commercial TTY devices such as Ultratec
Superprint. Additionally, the phones provide acoustic coupled TTY
support.
Features for Mobility-Impaired Users
Your phone includes features that enable users with mobility impairments to perform various functions on
the phone.
The following table lists the accessibility features for mobility-impaired users.
Accessibility Features for Mobility-Impaired Users
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.
Built-in speakerphone
A built-in speakerphone allows you to hear audio on the device without
having to use headset.
Features for Vision-Impaired and Blind Users
Poly phones include various features that enable users with visual impairments to use many of the
features on the phone.
The following table lists the accessibility features for visually-impaired and blind users.
Accessibility Features for Vision-Impaired and Blind Users
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.
Illuminated feature keys Many feature keys illuminate when activated to alert you
when a feature is enabled.
Product Overview of Poly CCX Business Media Phones
9