Poly MOMENTUM CCX Series User manual

CCX Series
Business Media Phones
[400, 500, 600, 700 Open SIP]
User Guide
22Q3
3725-49794-007

Contents
Before You Begin ..............................................................................................................................................................................................8
Audience, Purpose, and Required Skills ............................................................................................................................................... 8
Related Poly and Partner Resources .....................................................................................................................................................8
Privacy Policy ...............................................................................................................................................................................................8
Getting Started ................................................................................................................................................................................................. 9
CCX Phone Hardware Overview ........................................................................................................................................................... 9
Poly CCX 400 Business Media Phones Hardware .......................................................................................................................9
Poly CCX 500 Business Media Phones Hardware ....................................................................................................................10
Poly CCX 600 Business Media Phones Hardware ....................................................................................................................12
Poly CCX 700 Business Media Phones Hardware ....................................................................................................................13
LED Indicators on CCX Phones ...................................................................................................................................................... 15
Navigating Your Phone ...........................................................................................................................................................................15
CCX Business Media Phone Screens ............................................................................................................................................ 15
Entering Information Using the Onscreen Keyboard ....................................................................................................................17
Change the Keyboard Layout ......................................................................................................................................................... 18
Entering Information in Data Fields ................................................................................................................................................... 18
Accessibility Features .............................................................................................................................................................................19
Users Who Are Deaf or Hard of Hearing .....................................................................................................................................19
Users with Limited Mobility ............................................................................................................................................................ 19
Users Who Are Blind, Have Low Vision, or Have Limited Vision ..........................................................................................20
Logging In to and Locking Your Phone .....................................................................................................................................................21
Logging In to Your Poly CCX Phone ....................................................................................................................................................21
Log In to a Phone .................................................................................................................................................................................21
Log Out of the Phone .........................................................................................................................................................................21
Change Your Login Password ......................................................................................................................................................... 21
Log In to a Phone as a Guest ............................................................................................................................................................ 21
Log In to a Guest Automatic Call Distribution Phone ..............................................................................................................22
Sign In Using Your UC-One Credentials ...................................................................................................................................... 23
Sign In to Microsoft Exchange Using the Local Interface ....................................................................................................... 23
Sign In to Microsoft Exchange Using the System Web Interface ......................................................................................... 23
Locking Your Phone .................................................................................................................................................................................23
Lock Your Phone .................................................................................................................................................................................24
Unlock the Phone ............................................................................................................................................................................... 24
Audio Calls ....................................................................................................................................................................................................... 25
Use the Handset, Headset, or Speakerphone .................................................................................................................................. 25
Placing Audio Calls ...................................................................................................................................................................................25
Place an Audio Call .............................................................................................................................................................................25
Place an International Call ...............................................................................................................................................................25
Place a Call from Recent Calls .........................................................................................................................................................25
Call a Favorite ......................................................................................................................................................................................26
Place a Call over Bluetooth ..............................................................................................................................................................26
Place a Call from a Locked Phone .................................................................................................................................................. 26
Redial a Number ..................................................................................................................................................................................26
End an Audio Call ..................................................................................................................................................................................... 26
Answering Audio Calls ............................................................................................................................................................................27
Answer an Incoming Call .................................................................................................................................................................. 27
Answer a Call When in a Call ...........................................................................................................................................................27
Answer Calls Automatically ............................................................................................................................................................ 28
Answer a Call on a Locked Phone .................................................................................................................................................. 28
Answer an Intercom Call .................................................................................................................................................................. 28
Decline an Incoming Call ........................................................................................................................................................................28
Holding and Resuming Calls ..................................................................................................................................................................28
Hold a Call .............................................................................................................................................................................................28
Resume a Call .......................................................................................................................................................................................29
Call Application Switching Methods ...................................................................................................................................................29
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Select an Available Call Application ..............................................................................................................................................29
Cycle Through Available Call Applications ................................................................................................................................. 29
Calling Contacts from Directories ...................................................................................................................................................... 29
Call a Contact from a Directory ......................................................................................................................................................29
Call a Contact from a Directory Search ....................................................................................................................................... 29
Placing Intercom Calls ............................................................................................................................................................................ 30
Place an Intercom Call .......................................................................................................................................................................30
Place an Intercom Call During a Call .............................................................................................................................................30
Managing Multiple Calls .........................................................................................................................................................................30
Manage a Call from the Calls Screen ............................................................................................................................................ 30
Transferring Calls .....................................................................................................................................................................................31
Transfer a Call Using Blind Transfer ............................................................................................................................................. 31
Transfer a Call Using Consultative Transfer .............................................................................................................................. 31
Cancel a Transfer ................................................................................................................................................................................31
Mute the Microphones ........................................................................................................................................................................... 31
Unmute the Microphones ......................................................................................................................................................................31
Call Precedence and Preemption ........................................................................................................................................................ 32
Parking and Retrieving Calls on the Cisco BroadWorks Server .................................................................................................32
Park a Call ............................................................................................................................................................................................. 32
Retrieve a Parked Call .......................................................................................................................................................................32
Retrieve a Parked Call on Another Phone ...................................................................................................................................32
Ignore a Parked Call ...........................................................................................................................................................................33
Managing Calls Remotely with Cisco Broadworks Server ...........................................................................................................33
Managing Calls with UC-One BroadWorks Anywhere ...........................................................................................................33
Managing Calls with UC-One Remote Office .............................................................................................................................34
Ignoring or Rejecting Incoming Calls ..................................................................................................................................................35
Ignore or Silence an Incoming Call .................................................................................................................................................35
Reject Incoming Calls ........................................................................................................................................................................ 36
Automatically Reject Calls from a Contact ................................................................................................................................. 36
Rejecting Calls with Do Not Disturb .............................................................................................................................................36
Reject Anonymous Calls ...................................................................................................................................................................37
Recording Audio Calls .............................................................................................................................................................................37
Guidelines When Recording Calls ................................................................................................................................................. 37
Record a Call ........................................................................................................................................................................................ 37
Pause a Recording .............................................................................................................................................................................. 38
Resume a Recording .......................................................................................................................................................................... 38
Stop Recording .................................................................................................................................................................................... 38
Record a Conference Call .................................................................................................................................................................38
Browse Recorded Calls .....................................................................................................................................................................38
Play a Recorded Call .......................................................................................................................................................................... 38
Pause and Resume Played Recordings .........................................................................................................................................39
Stop Playing a Recording ..................................................................................................................................................................39
Rename a Recording .......................................................................................................................................................................... 39
Delete a Recording .............................................................................................................................................................................39
Video Calls ....................................................................................................................................................................................................... 40
Tips for Video Calls ..................................................................................................................................................................................40
Place a Video Call ..................................................................................................................................................................................... 40
Start Video During a Call ........................................................................................................................................................................40
Stop Sending Video During a Call ........................................................................................................................................................40
Video Call Settings ...................................................................................................................................................................................41
Set the Call Rate for Video Calls .....................................................................................................................................................41
Stop Video for All Calls ..................................................................................................................................................................... 41
Improve Video Clarity ....................................................................................................................................................................... 41
Adjust Video Quality ..........................................................................................................................................................................41
Adjust the Video Display .................................................................................................................................................................. 42
Adjust the Camera Position During a Call ...................................................................................................................................42
Changing the Video Call and Picture-in-Picture (PIP) Displays ............................................................................................42
Mixed Audio and Video Calls ................................................................................................................................................................43
No Video from the Far Side ................................................................................................................................................................... 43
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Using a USB Camera with Your Phone ...............................................................................................................................................44
Use the Privacy Shutter on the Camera to Stop Sending Video ........................................................................................... 44
Camera Status Indicators and Messages .....................................................................................................................................44
Managing Video Calls without a USB Camera .................................................................................................................................45
Conference Calls ............................................................................................................................................................................................46
Audio Conference Calls ..........................................................................................................................................................................46
Initiate a Conference Call .................................................................................................................................................................46
Merge Calls into a Conference Call ...............................................................................................................................................46
End a Conference Call ....................................................................................................................................................................... 46
Hold a Conference Call ..................................................................................................................................................................... 46
Resume a Conference Call ............................................................................................................................................................... 46
Split a Conference Call ......................................................................................................................................................................47
Shared Lines .................................................................................................................................................................................................... 48
Shared Line Limitations .......................................................................................................................................................................... 48
Answering Calls on Shared Lines .........................................................................................................................................................48
Missed and Received Calls on Shared Lines ..................................................................................................................................... 48
Hold a Call Privately on a Shared Line ............................................................................................................................................... 48
Call Lists and Directories .............................................................................................................................................................................49
Recent Calls ............................................................................................................................................................................................... 49
View Recent Calls ...............................................................................................................................................................................49
Sort Recent Call Entries ....................................................................................................................................................................49
Sort Entries by Call Type .................................................................................................................................................................. 49
View Call Details .................................................................................................................................................................................49
Edit a Recent Call Entry .................................................................................................................................................................... 50
Delete a Recent Call Entry ...............................................................................................................................................................50
Save a Recent Call Entry ...................................................................................................................................................................50
Favorites and Contact Lists ...................................................................................................................................................................50
Managing Favorites ........................................................................................................................................................................... 50
Using Buddy Lists ................................................................................................................................................................................51
Contact Directory .................................................................................................................................................................................... 53
Search for Contacts ............................................................................................................................................................................53
Add a Contact to the Contact Directory ......................................................................................................................................53
View Contact Information ............................................................................................................................................................... 54
Update Contact Information ...........................................................................................................................................................54
Delete a Contact from the Contact Directory ........................................................................................................................... 54
Corporate Directory ............................................................................................................................................................................... 54
Searching the Corporate Directory ...............................................................................................................................................54
Add Corporate Directory Contacts to the Local Directory ................................................................................................... 55
Accessing, Sending, and Broadcasting Messages ................................................................................................................................. 56
Accessing Voicemail ................................................................................................................................................................................ 56
Access Voicemail Messages ............................................................................................................................................................ 56
Remove the Message Alert ..............................................................................................................................................................56
Instant Messaging .................................................................................................................................................................................... 56
Send Instant Messages ......................................................................................................................................................................57
Read Instant Messages ..................................................................................................................................................................... 57
Reply to Instant Messages ............................................................................................................................................................... 57
Delete Instant Messages .................................................................................................................................................................. 57
Broadcasting Messages with Group Paging ..................................................................................................................................... 57
Send a Group Page ............................................................................................................................................................................. 58
Send a Group Page with the Poly Control Panel ....................................................................................................................... 58
Receiving Pages ...................................................................................................................................................................................58
Group Paging Settings .......................................................................................................................................................................59
Broadcasting Messages with Push to Talk ........................................................................................................................................60
Send a PTT Broadcast ........................................................................................................................................................................60
Receiving PTT Broadcasts ................................................................................................................................................................61
Reply to PTT Broadcasts .................................................................................................................................................................. 61
End PTT Broadcasts ...........................................................................................................................................................................62
Push To Talk Settings ........................................................................................................................................................................ 62
iv
Poly CCX Series OpenSIP Phone
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Phone Settings ................................................................................................................................................................................................63
Password Required to Access Basic Settings ...................................................................................................................................63
Set the Phone Language .........................................................................................................................................................................63
Disable Call Waiting ................................................................................................................................................................................ 63
Time and Date Display ............................................................................................................................................................................63
Change the Time and Date Format ............................................................................................................................................... 63
Disable the Time and Date Display ............................................................................................................................................... 63
Backlight Intensity and Timeout ..........................................................................................................................................................64
Set the Backlight Intensity ...............................................................................................................................................................64
Set the Backlight Timeout ................................................................................................................................................................64
Changing Your Background .................................................................................................................................................................. 64
Change the Background Picture .................................................................................................................................................... 65
Adding Personal Photos as Your Background ............................................................................................................................65
Reset Your Background ....................................................................................................................................................................66
Screen Savers ............................................................................................................................................................................................ 66
Enable Screen Savers .........................................................................................................................................................................66
Use Personal Photos as Screen Savers .........................................................................................................................................66
Disable the Screen Saver ..................................................................................................................................................................67
Use Your Phone as a Digital Picture Frame ......................................................................................................................................67
Picture Frame Icons ........................................................................................................................................................................... 67
Power Saving Mode .................................................................................................................................................................................68
Change Your Office Hours for Power Saving Mode .................................................................................................................68
Change Idle Timeouts for Power Saving Mode ..........................................................................................................................68
Changing Audio Settings ........................................................................................................................................................................69
Change Incoming Call Notifications ..............................................................................................................................................69
Set a Ringtone for Incoming Calls .................................................................................................................................................. 69
Set a Ringtone for Individual Contacts .........................................................................................................................................69
Change the Volume ............................................................................................................................................................................70
Updating Your Buddy Status ................................................................................................................................................................ 70
Update Your Buddy Status .............................................................................................................................................................. 70
Automatically Update Your Buddy Status .................................................................................................................................. 70
Security Classification ............................................................................................................................................................................ 70
View the Security Classification for Your Phone ...................................................................................................................... 71
Modify Security Classification Level .............................................................................................................................................71
Clear Call Logs and Contacts ................................................................................................................................................................ 71
Restrict Call Log and Contact Uploads .............................................................................................................................................. 71
Phone Applications ........................................................................................................................................................................................72
Using the Calendar .................................................................................................................................................................................. 72
Enter Your Microsoft Exchange Login Credentials .................................................................................................................. 72
Log In to Exchange Using Web Sign-in ......................................................................................................................................... 72
Open the Calendar ............................................................................................................................................................................. 72
Display Meeting View on the Calendar ........................................................................................................................................72
View Meeting Details ........................................................................................................................................................................ 73
Join a Meeting from the Calendar ................................................................................................................................................. 73
Navigating the Web ................................................................................................................................................................................73
Open the Web Browser .................................................................................................................................................................... 73
Using the Launch Pad ..............................................................................................................................................................................74
Access the Launch Pad ......................................................................................................................................................................74
Open Applications ..............................................................................................................................................................................74
Navigate the Launch Pad ..................................................................................................................................................................74
Display the Launch Pad's Main Screen .........................................................................................................................................75
Enable My Info Portal ........................................................................................................................................................................75
Connecting Bluetooth and USB Devices .................................................................................................................................................76
Connecting Bluetooth Devices ............................................................................................................................................................ 76
Enable Bluetooth ................................................................................................................................................................................ 76
Using Bluetooth Devices on Your Phone .....................................................................................................................................76
Using Electronic Hookswitch ..........................................................................................................................................................78
USB Features on CCX Phones ..............................................................................................................................................................79
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Poly CCX Series OpenSIP Phone
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Computer and Cable Requirements ............................................................................................................................................. 79
USB Audio Mode .................................................................................................................................................................................80
USB Phone Mode ................................................................................................................................................................................80
Connecting to a Wireless Network .......................................................................................................................................................... 82
Connect to a Wireless Network ...........................................................................................................................................................82
Disconnect from a Wireless Network ................................................................................................................................................82
Remove a Wireless Network ................................................................................................................................................................ 82
Cisco BroadWorks Features ...................................................................................................................................................................... 83
BroadSoft Directories .............................................................................................................................................................................83
View a List of BroadSoft Contacts .................................................................................................................................................83
Searching the BroadSoft Directory ...............................................................................................................................................83
Add BroadSoft Contacts to the Local Directory ........................................................................................................................84
Managing a Personal BroadSoft Directory ................................................................................................................................. 84
Managing UC-One Favorites and Contacts ..................................................................................................................................... 84
UC-One Contacts' Presence Information ................................................................................................................................... 84
Viewing UC-One Contacts and Favorites ................................................................................................................................... 85
View Aggregated Self-Presence for Cisco BroadWorks Lines ..............................................................................................86
Filter UC-One Favorites ...................................................................................................................................................................86
Search for UC-One Contacts .......................................................................................................................................................... 86
UC-One Simultaneous Ring .................................................................................................................................................................. 86
Create a Personal Ring Group ........................................................................................................................................................ 86
Add Numbers to Your Simultaneous Ring List ...........................................................................................................................87
Delete Numbers from the Simultaneous Ring List ....................................................................................................................87
Cisco BroadWorks Executive-Assistant ............................................................................................................................................87
Executive Options .............................................................................................................................................................................. 87
Assistant Options ............................................................................................................................................................................... 88
Pick Up a Held Executive Call on a Shared Line .........................................................................................................................89
Pick Up a Held Executive Call on a Private Line ........................................................................................................................ 90
Barge In on an Executive Call ..........................................................................................................................................................90
Access the Call Actions for Cisco BroadWorks Dynamic Busy Lamp Field (BLF) ................................................................. 90
Ribbon Communications Features ........................................................................................................................................................... 91
Ribbon Communications Multiple Appearance Directory Number - Single Call Appearance ..........................................91
Placing a MADN Call ..........................................................................................................................................................................91
Answering a MADN Call ...................................................................................................................................................................91
Barge In on an Active Call ................................................................................................................................................................ 91
Leave a Bridge Call ............................................................................................................................................................................. 91
Resume a Held MADN Call ..............................................................................................................................................................92
Enabling Privacy for MADN Calls ..................................................................................................................................................92
Managing the Ribbon Communications Address Books ...............................................................................................................93
Using the Global Address Book ......................................................................................................................................................93
Using the Personal Address Book ..................................................................................................................................................94
Maintaining Your Phone ..............................................................................................................................................................................96
Investigate Warnings .............................................................................................................................................................................. 96
Remove Warnings ....................................................................................................................................................................................96
Reboot Your Phone ................................................................................................................................................................................. 96
Update the Phone’s Configuration .....................................................................................................................................................96
Test the Hardware ................................................................................................................................................................................... 96
Clean the Touchscreen ...........................................................................................................................................................................97
View Software Details ............................................................................................................................................................................ 97
Updating the Phone Software .............................................................................................................................................................. 97
Update the Phone Software ............................................................................................................................................................ 97
Exit the Software Update Notification .........................................................................................................................................97
Postpone Software Updates ............................................................................................................................................................97
Resume a Postponed Software Update ....................................................................................................................................... 98
CSTA Lines ................................................................................................................................................................................................. 98
Troubleshooting .............................................................................................................................................................................................99
Speakerphone ........................................................................................................................................................................................... 99
USB Port ..................................................................................................................................................................................................... 99
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Check the Status of the Calendar ........................................................................................................................................................99
View the Status of the Global Address Book ................................................................................................................................... 99
View the Status of the Personal Address Book ..........................................................................................................................99
Polycom Desktop Connector ................................................................................................................................................................99
Troubleshoot Audio and Echo Issues ...............................................................................................................................................100
Bluetooth Headset Issues ................................................................................................................................................................... 100
Recording Issues and Solutions ......................................................................................................................................................... 100
Reset the Phone to Factory Defaults ...............................................................................................................................................101
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Poly CCX Series OpenSIP Phone
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Before You Begin
This Poly CCX Business Media Phones with OpenSIP User Guide contains overview information for navigating and performing
tasks on Poly CCX phones.
This guide contains information for the following Poly products and accessories:
• Poly CCX 400 Business Media Phones
• Poly CCX 500 Business Media Phones
• Poly CCX 600 Business Media Phones
• Poly CCX 700 Business Media Phones
Audience, Purpose, and Required Skills
This guide is intended for beginning users, as well as intermediate and advanced users who want to learn how to use the
features available with CCX.
Related Poly and Partner Resources
See the following sites for information related to this product.
•Poly Support is the entry point to online product, service, and solution support information. Find product-specific
information such as Knowledge Base articles, Support Videos, Guide & Manuals, and Software Releases on the
Products page, download software for desktop and mobile platforms from Downloads & Apps, and access additional
services.
• The Poly Documentation 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 Poly 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 Poly Partner Network is a program where resellers, distributors, solutions providers, and unified communications
providers deliver high-value business solutions that meet critical customer needs, making it easy for you to
communicate face-to-face using the applications and devices you use every day.
•Poly Services help your business succeed and get the most out of your investment through the benefits of
collaboration. Enhance collaboration for your employees by accessing Poly service solutions, including Support
Services, Managed Services, Professional Services, and Training Services.
• With Poly+ you get exclusive premium features, insights and management tools necessary to keep employee devices
up, running, and ready for action.
•Poly Lens enables better collaboration for every user in every workspace. It is designed to spotlight the health and
efficiency of your spaces and devices by providing actionable insights and simplifying device management.
Privacy Policy
Poly products and services process customer data in a manner consistent with the Poly Privacy Policy. Please direct
comments or questions to [e-mail]
8
Poly CCX Series OpenSIP Phone
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Getting Started
Before you use your phone, familiarize yourself with its features and user interface.
Note: The features on your device may vary according to the network environment and the configuration by your system
administrator. As a result, the examples and graphics in this guide may not reflect available options or what your device
screen displays.
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
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Poly CCX Series OpenSIP Phone
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Poly CCX 400 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.
2 Message waiting indicator Flashes red to indicate you have an incoming call or a new
message.
3Touchscreen Select items and navigate menus on the touch-sensitive screen.
4, 5 Volume keys Adjust the volume of the handset, headset, speaker, and ringer.
6USB port(s) CCX 400 business media phones include one USB-A port.
Attach a USB flash drive or USB headset.
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 Mute or unmute the microphone during an active call.
Poly CCX 500 Business Media Phones Hardware
The following figure displays the hardware features on Poly CCX 500 business media phones. The table lists each feature
numbered in the figure.
10
Poly CCX Series OpenSIP Phone
User Guide
888.538.3960 | momentumtelecom.com/support