Polycom CX5000 User manual

3725-64353-001/B | January 2012
Polycom®CX5000
and
CX5000 HD Systems
User’s Guide

Trademark Information
POLYCOM®, the Polycom "Triangles" logo and the names and marks associated
with Polycom's products are trademarks and/or service marks of Polycom, Inc. and
are registered and/or common law marks in the United States and various other
countries. All other trademarks are property of their respective owners. No portion
hereof may be reproduced or transmitted in any form or by any means, for any
purpose other than the recipient's personal use, without the express written
permission of Polycom.
Patent Information
The accompanying product may be protected by one or more U.S. and foreign
patents and/or pending patent applications held by Polycom, Inc.
© 2012 Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
USA
No part of this document may be reproduced or transmitted in any form or by any
means, electronic or mechanical, for any purpose, without the express written
permission of Polycom, Inc. Under the law, reproducing includes translating into
another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all
proprietary rights with respect to the software contained within its products. The
software is protected by United States copyright laws and international treaty
provision. Therefore, you must treat the software like any other copyrighted material
(e.g., a book or sound recording).
Every effort has been made to ensure that the information in this manual is
accurate. Polycom, Inc. is not responsible for printing or clerical errors. Information
in this document is subject to change without notice.

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3
Contents
Introduction.............................................................................................................. 7
Polycom CX5000 System Documentation ....................................................................7
Support and Online Documentation ............................................................................7
System Requirements ..................................................................................................8
How the Polycom CX5000 System Works ................................................................... 9
The Polycom CX5000 HD System................................................................................10
The Polycom CX5000 Device ......................................................................................11
Touch-Screen Display .................................................................................................12
External dial pad and satellite microphones ..............................................................13
Using the Polycom CX5000 System as a Conference Phone ....................................... 14
Adjust the ringer and speaker volume .......................................................................14
Use the tutorial...........................................................................................................15
Send and receive phone calls .....................................................................................15
Place a phone call.......................................................................................................16
Answer an incoming phone call .................................................................................16
Conference calls .........................................................................................................16
Three-way calls...........................................................................................................16
Place a three-way call during an existing conference call..........................................17

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Polycom CX5000 System User’s Guide
Add an additional phone to an existing conference call (three-way call ...................18
Call waiting .................................................................................................................18
Accept a call during a conference ..............................................................................18
Getting Started with Unified Communications Conferencing .................................... 19
Choose a conferencing method .................................................................................19
Using Microsoft Lync 2010....................................................................................... 20
User Operations .........................................................................................................20
Place an audio or video call to a single contact .........................................................20
Place an audio or video call to multiple contacts.......................................................20
Send an instant message............................................................................................20
Answer an audio call ..................................................................................................21
Answer a video call.....................................................................................................21
Answer a conference or content call..........................................................................21
Decline a call...............................................................................................................21
Redirect a call .............................................................................................................21
Join a meeting ............................................................................................................21
Add video to an audio call..........................................................................................22
Add participants to a call in progress .........................................................................22
Send a file ...................................................................................................................22
Share content .............................................................................................................22

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Using Microsoft Office Live Meeting 2007 ................................................................ 23
User Operations .........................................................................................................23
Join a meeting ............................................................................................................23
Start Voice and Video .................................................................................................24
Connect to audio ........................................................................................................24
Connect to telephone conferencing by having the conferencing service call you ....25
Connect to telephone conferencing by dialing into the service ................................25
Connect to video ........................................................................................................25
Using the Microsoft Office Live Meeting Client .........................................................26
Schedule a meeting in advance..................................................................................28
Configure the Conferencing Add-in for Microsoft Office Outlook .............................28
Schedule a meeting using the Conferencing Add-in for Outlook...............................29
Using Microsoft Office Communicator 2007 ............................................................. 30
About phone number formats ...................................................................................30
User Operations .........................................................................................................30
Make a quick phone call.............................................................................................30
Call a contact in your Contact list...............................................................................30
Call an outside number ..............................................................................................31
Place and receive phone calls.....................................................................................31
Place a one-click phone call........................................................................................31
Call additional numbers..............................................................................................32

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Polycom CX5000 System User’s Guide
View call options for a contact...................................................................................32
Type a new number to call .........................................................................................32
Answer a phone call ...................................................................................................33
Ignore a call ................................................................................................................33
Redirect a call .............................................................................................................33
Using Call Controls......................................................................................................34
Place and receive video calls ......................................................................................35
Place a video call ........................................................................................................35
Receive a video call ....................................................................................................36
Appendix A: Performance Tips................................................................................. 37
Tips for improved audio performance .......................................................................37
Tips for improved video performance........................................................................37

Polycom CX5000 System User’s Guide
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Introduction
When you want to meet with people who are geographically separated, video conferencing
gives you a greater sense of immediacy than a conventional telephone conference call. The
Polycom®CX5000 is a next generation video conferencing system that provides a
comprehensive conferencing experience through the use of 360-degree video and active
speaker detection.
Polycom CX5000 System Documentation
In addition to this guide, the following documentation is available for the Polycom CX5000
system. You can find the documents inside the Polycom CX5000 system package or at
support.polycom.com.
•Polycom CX5000 System Release Notes, which covers product limitations
and workarounds.
•Quick Tips for the Polycom CX5000 System, a guide to basic tasks using the
Polycom CX5000 system with Microsoft®Lync™, Microsoft Office Live
Meeting, and Microsoft Office Communicator.
•Polycom CX5000 System Setup Guide, which explains how to set up,
configure, and begin using the Polycom CX5000 device.
•Polycom CX5000 System Deployment Guide, which provides device
configurations, best practices, a troubleshooting guide, and Frequently
Asked Questions for the Polycom CX5000 device.
•Polycom CX5000 System Regulatory Notices, which provides regulatory
information for the countries in which the Polycom CX5000 system is
approved for use.
Support and Online Documentation
(800)POLYCOM (765-9266)
http://support.polycom.com/PolycomService/support/us/support/voice/index.html

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Polycom CX5000 System User’s Guide
System Requirements
The following are the minimum system requirements for the Polycom CX5000 system
hardware and software.
•Computer running one of the following operating systems:
oWindows XP™ operating system (SP2 or later, 32-bit only)
oWindows Vista™ operating system (32-bit and 64-bit)
oWindows 7 (32-bit and 64-bit)
•Computer running one of the following client applications:
oMicrosoft Lync™ 2010
oMicrosoft Office Communicator 2007
oMicrosoft Office Live Meeting 2007, client version 8.0.6362.128 or later
•Computer with 2.0 gigahertz or higher processor.
•Recommended 2.0 gigabyte (GB) of RAM or higher.
•1.5 gigabytes (GB) of available hard disk space.
•Video card with 128 MB of RAM or higher.
•Super VGA (1280 × 1024) or higher-resolution video adapter and monitor.
•Keyboard and mouse, or compatible pointing device.
•Graphics hardware running in full hardware acceleration mode.
•For conference phone use, an analog PSTN phone line.
•For remote management, an Ethernet network adapter appropriate for the
type of local-area or wide-area network to which you will connect.
•For the Polycom CX5000 HD system, the computer to which a CX5000 HD
device is connected must have a quad-core processor to transmit HD video to
the far end. A quad core processor is not required to display HD video received
from the far end.

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How the Polycom CX5000 System Works
The Polycom CX5000 system, when used with Microsoft Lync, Microsoft Office Live
Meeting 2007, and Microsoft Office Communicator 2007, is a video conferencing system.
Video conferencing is a set of interactive telecommunication technologies that enable
persons at two or more locations to interact using video and audio transmissions
simultaneously. It has also been called visual collaboration.
With the Polycom CX5000 system, you can do all of the following:
•Place an outgoing phone call.
•Answer an incoming phone call.
•Conduct an audio-only session.
•Conduct an audio/video conference.
When you place the Polycom CX5000 system in the center of your conference table, the
integrated cameras capture the entire panoramic view of your conference room, and the
integrated microphones capture the voices coming from any location around the table.

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Polycom CX5000 System User’s Guide
The Polycom CX5000 HD System
Polycom CX5000 HD systems support HD (720 x 1280) active speaker video when
connected to a quad-core computer running a Microsoft Lync client. The HD video stream is
supported only for point-to-point calls. Video in Online Meetings or other collaborative
calls that use the Microsoft Lync AVMCU, such as for whiteboard presentations and
PowerPoint® slide shows, is limited in Lync Server 2010 to VGA resolution.
CX5000 HD systems also offer the active speaker modes supported by non-HD CX5000
systems on earlier releases. Except for HD active speaker video, CX5000 HD devices are
functionally identical to non-HD Polycom CX5000 devices.
Polycom CX5000 HD systems can be identified by the HD marking on the product label that
is located on the bottom of the tabletop console.

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The Polycom CX5000 Device
A. Mirrors.Five mirrors reflect the light into the cameras.
B. Cameras.Five small cameras capture the images from around the
room.
C. Light-emitting diode (LED) status lights. Three status lights indicate
phone connection, audio/video activity, mute, and incoming calls.
D. Control buttons.Six buttons control speaker volume, mute, phone
on/off hook, flash, and information.
E. Liquid crystal display (LCD) touch screen.The LCD dial pad works
just like your phone pad for ease of dialing and quick view of call
status.
F. Loudspeaker.A centrally located loudspeaker provides the audio
received from the remote conference.
G. Microphones.Six microphones located every 60°around the device
pick up the audio in the room.

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Polycom CX5000 System User’s Guide
Touch-Screen Display
The Polycom CX5000 touch-screen display provides a keypad for entering phone
commands, as well as buttons for adjusting the volume and other functions.
A. Privacy/Mute button. Stops and resumes audio input.
B. Volume down button. Decreases the volume for the ringer and the
speaker.
C. Volume up button. Increases the volume for the ringer and the speaker.
D. External Dial-pad button.Indicates whether the external dial pad is
connected to the device.
E. USB Status indicator. Indicates whether the Polycom CX5000 device is
connected to your computer.
F. Phone Status indicator. Indicates whether the telephone connection is
active.

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G. Network Status indicator. Indicates whether the Polycom CX5000 device is
connected to the network.
H. On/Off Hook button. Opens and closes a connection to a PSTN network.
I. Flash/Conference button. Enables a phone session to be on hold so that
another phone number can be dialed or a conference initiated.
J. Information button. Provides additional information about the Polycom
CX5000 device to be viewed in the keypad area.
External dial pad and satellite microphones
An external dial pad and satellite microphones are provided for accommodating the needs
of a larger meeting room where people may be further from the Polycom CX5000 device
than in a conventional meeting environment.

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Polycom CX5000 System User’s Guide
Using the Polycom CX5000 System as a
Conference Phone
If the Polycom CX5000 device is not connected to your computer, it still works as
a standard conference telephone. This section describes how you can use the
Polycom CX5000 device to send and receive phone calls and conference calls.
This section covers only the audio functions for the Polycom CX5000 device and
does not require the installation of Microsoft Lync, Office Live Meeting 2007, or
Office Communicator 2007.
Adjust the ringer and speaker volume
The Volume Up and the Volume Down buttons control ringer and speaker volume.
What the buttons control depends on the state of the device. The volume levels that you
set are retained from one meeting to the next until you change them. The following table
summarizes the modes for volume settings.
State of device
Volume mode
Description
Not connected to
computer, and
phone is on hook
Adjusts the ringer
volume
Adjust the
Volume Up
and the
Volume Down
buttons to desired ringer volume level.
While the device is ringing, adjust the
Volume Up
and the
Volume Down
buttons to desired
volume level.
Device not
connected to
computer, and
phone is off hook
Adjusts the
speaker volume
Press the
Volume Up
or the
Volume Down
button to view the
Call Volume
screen on the
touch screen display.
During a phone conversation, adjust the
Volume
Up
and the
Volume Down
buttons to the
desired speaker volume.
Connected to
computer and phone
is either on hook or
off hook
Simultaneously
adjusts both the
ringer and the
speaker volume
Press the
Volume Up
or the
Volume Down
button to view the
Call Volume
screen on the
touch screen display.
During a phone conversation, adjust the
Volume
Up
and the
Volume Down
buttons to the
desired volume level for the call and the ringer.

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Use the tutorial
The Polycom CX5000 device provides the following brief on-device tutorial:
•Quick Start
oPlace a call
oJoin a meeting
oStart audio and video
•Call Handling
oAnswer a call
oPlace a three-way call
oUse call waiting
•Connect and Use the External Dial Pad
•Connect and Use the Satellite Microphones
Press the Information button on the device to access the tutorial.
Send and receive phone calls
The Polycom CX5000 loudspeaker and microphones allow for conversations as with any
telephony device. The Polycom CX5000 keypad functions the same as a conventional
phone, and you can correct errors in the number entry by using the Backspace key.
Incoming calls are displayed in the phone status display. The length of the call is displayed
in the uppermost status section of the LCD display. At any point during a phone
conversation you can push the Mute button to suspend audio transmission to the device.

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Polycom CX5000 System User’s Guide
Place a phone call
When the Polycom CX5000 device is on-hook (the On/Off hook button glows orange),
you can use the LCD dial pad or external dial pad to enter the number, and then press the
On/Off hook button to dial the call.
When the device is off-hook (the On/Off hook button glows green), the Polycom
CX5000 device dials the call after you enter the last digit of the number.
Answer an incoming phone call
>> To answer an incoming call, press the On/Off hook button .
Conference calls
You can dial directly into a conference or, if necessary, dial into a conference bridge that
facilitates telephone conferencing.
If your conference requires connecting to a conference bridge, dial the conference bridge
phone number on the Polycom CX5000 keypad using the on-hook or off-hook methods
described previously. After connecting to the conference bridge, follow the prompts for
entering the conference ID and password. At any time during the conference, you can
suspend audio transmission using your Polycom CX5000 device.
Three-way calls
When you need to interrupt an existing conference call to call someone who, for example,
might have an answer to a question or advice for a situation, you can place a three-way
call. The conference call is temporarily suspended while you call the third party. You can
choose to join the third party to the conference call, or you can end the call with the third
party and rejoin the conference call.
Note
You must use a phone system that supports multiple phone lines to place
conference calls.

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Place a three-way call during an existing conference call
1. Place a call from the Polycom CX5000 device.
2. Within an existing conference call, press the Flash button .
3. Enter the phone number or extension of the party you want to consult.
4. After the party has answered the call, begin your discussion. When finished,
press the Flash button to rejoin the conference call.
Note
You must use a phone system that supports multiple phone lines to place
three-way calls.

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Polycom CX5000 System User’s Guide
Add an additional phone to an existing conference call (three-way
call
1. Place a call from the Polycom CX5000 device.
2. Within an existing conference call, press the Flash button .
3. Enter the phone number or extension of the party you are inviting to the
conference call.
4. After the party has answered the call, press the Flash button again to
connect the newly joined party to the conference call.
Call waiting
During an existing conference call, someone may call into the conference, resulting in a
call-waiting tone broadcast from the Polycom CX5000 device speaker. You can accept the
call and get back to your conference quickly by using call waiting, or you can choose to
ignore the call and continue with your conference.
Accept a call during a conference
1. To answer a call-waiting tone during an existing conference call, push the
Flash button to talk to the incoming caller.
2. Press Flash button again to terminate the call and continue with the
existing conference call.

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Getting Started with Unified Communications
Conferencing
With Microsoft Lync, Microsoft Office Communicator 2007, and Microsoft Office Live
Meeting, you can add a variety of communication modes to conference sessions, including
phone, video, and even full web conferencing and data sharing with Microsoft Lync and
Office Live Meeting.
The conferencing capabilities described below require you to have conferencing capabilities
enabled in your organization. If you are not sure whether conferencing capabilities are
enabled, contact your system administrator.
Choose a conferencing method
Unified communications conferencing offers a variety of possibilities for effective
communication. The following table can help you decide which conferencing method to
use.
If you need to: Use Microsoft Lync Use Microsoft
Office Live
Meeting
Use Microsoft
Communicator
Conduct unscheduled multi-party
conferences – for example, you need to
make a quick decision among coworkers.
√√
Make an unscheduled conference call. √√
Present slides, share web pages, or
perform desktop or application sharing
during an unscheduled conference call.
√√
Schedule a conference call to get on
everyone’s calendar.
√√
Schedule a web conference where you
present slides, share web pages, or
perform desktop or application sharing.
√√

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Polycom CX5000 System User’s Guide
Using Microsoft Lync 2010
Microsoft Lync enables conferencing by audio, video, instant messaging, content
collaboration, and web conferencing within a single interface.
User Operations
The following section describes how to perform basic operations with the Polycom CX5000
system and Microsoft Lync. For more information, refer to lync.microsoft.com.
Place an audio or video call to a single contact
1. In the Lync Contacts list, right-click the contact you want to call.
2. From the menu, select one of the following:
•To place an audio-only call, select Call > Lync Call.
•To place a video call, select Start a Video Call.
Place an audio or video call to multiple contacts
1. Press and hold Ctrl.
2. In the Lync Contacts list, select the contacts you want to call.
3. Right-click one of the selected contacts.
4. From the menu, select one of the following:
•Start a Conference Call > Start Conference Call Now Using Lync.
•Start a Video Call.
Send an instant message
>> In the Lync Contacts list, double-click the contact to whom you want to
send a message.