Polycom CX500 Lync Edition User manual

March 2013 |1725-44328-001 Rev.B
Polycom®
CX500/CX600/CX3000 IP Phone
User Guide
Microsoft®Lync™Edition

Polycom®CX500/CX600/CX3000 IP Phone User Guide
ii Polycom, Inc.
Trademark Information
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service marks of Polycom, Inc. and are registered and/or common law marks in the United States and various other
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Patent Information
The accompanying product is protected by one or more U.S. and foreign patents and/or pending patent applications
held by Polycom, Inc.
© 2013 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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Web site references, may change without notice. You bear the risk of using it.
© 2010 Microsoft. All Rights Reserved.

Contents
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Contents
Polycom®CX500/CX600/CX3000 IP Phone User Guide . . . 1
Sign Into Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Sign In Using Microsoft Lync . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Sign In Using a PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Make a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
View a Contact Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Receive a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Change Your Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Use Call Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
View Call Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Check Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Manage Multiple Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Escalate a Call to a Conference Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Transfer a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Join a Meeting from the Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Access Phone Settings and Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Reset Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Safety Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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Polycom®CX500/CX600/CX3000
IP Phone User Guide
Welcome to the new world of Microsoft®Lync™Phone Edition
communications software. With Lync Phone Edition, you have voice
communication capabilities not available with your traditional phone. For
example, with Lync Phone Edition, you can view call logs, join meetings, and
make Voice over Internet Protocol (VoIP) calls. In short, you can do everything
that you can do today with your regular phone, and more.
This guide explains how to use Lync Phone Edition with the following phones:
•Polycom®CX500 IP Common Area/Lobby Phone
For more information about this phone, see
http://www.polycom.com/support/voice/cx/communicator_cx500.ht
ml
•Polycom®CX600 IP Knowledge/Information Worker Phone
For more information about this phone, see
http://www.polycom.com/support/voice/cx/communicator_cx600.ht
ml
•Polycom®CX3000 IP Conference Phone
For more information about this phone, see
http://www.polycom.com/support/voice/cx/cx3000.html
In this guide, you’ll learn to use your phone to:
•Sign Into Your Phone
•Make a Call
•View a Contact Card
•Receive a Call
•Change Your Status
•Use Call Controls
•View Call Logs
•Check Voice Mail
•Manage Multiple Calls
•Escalate a Call to a Conference Call
•Transfer a Call
•Join a Meeting from the Calendar

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•Access Phone Settings and Help
•Reset Your Phone
Sign Into Your Phone
If Lync is installed on your computer, you can simplify the phone sign-in
process and make and receive Lync Phone Edition calls from your computer
by using the USB cable to connect your phone to your computer. See Sign In
Using Microsoft Lync.
If you do not have Lync installed on your computer, you can sign in to Lync
Phone Edition by using a sign-in personal identification number (PIN).
However, you will have limited access to certain features, such as voice mail,
calendar, and call logs, as well as reduced functionality. See Sign In Using a
PIN.
Sign In Using Microsoft Lync
If Lync is installed on your computer, connect your phone to your computer
as shown next (this screen displays on your phone).
The connection is detected and you are prompted for your user name and
password on your computer.
If you use Lync with Office 365, type in your user name as
[email protected] (for example, [email protected]). If you don't use
Office 365, type your user name as domain\username (for example,
contoso\bobk).

Sign Into Your Phone
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The sign-in process starts. The following screens displays on your phone.
Sign In Using a PIN
You must create a PIN if Lync is not installed on your computer.
To sign in on your phone:
1If you do not have a computer connected to the phone, from the Welcome
screen, select No.
Note
If you have already configured Lync to use another audio device, for example a
headset, you must change the selected device in Lync. On your computer, open
Lync, and, on the lower left part of the Lync main window, click the Primary Device
icon, click Audio Device Settings, and then select Lync Phone Edition as your
audio device.

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2Enter your phone number or extension, and then select Next.
For example, enter “12345” twice.
Make a Call
In addition to the standard way of making a phone call (by picking up the
handset and dialing), you can make calls as follows:
•Calling from the Contacts screen on your phone
•Calling by searching for a contact using the keypad
•Calling from Microsoft Lync on your computer
To call from the Contacts screen on your phone:
1From your phone’s Home screen, select the Contacts icon.
2From the Contact Groups screen, select the group your contact is in.
If your phone is locked, you must unlock it before you can make a call. To unlock it,
select Unlock.
Press and hold the 0 key to dial a plus (+) sign when making international calls.

Make a Call
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3Use the up and down arrow keys on the phone to select the contact, and
then select Call.
To call by searching for a contact using the keypad:
1Press the numbers on the phone keypad that correspond to the contact
name or the phone extension. For example, to find ‘Tony Smith,’ begin
pressing 8669*76484, where ‘*’ is the space between the first and last
name.
2When you find the contact you want to call, select Call.
To call from Microsoft Lync on your computer:
1Open Lync on your computer. In the Microsoft Lync main window, click
Group, and then click the group the contact is in.
Make sure the optional USB cable that connects the phone to your
computer is installed.

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2Click the Call button next to the contact you want to call.
View a Contact Card
A contact card provides details about a contact’s availability and presence.
Depending on the access level that a contact grants you, you may see the
contact’s phone numbers, schedule information, the phone number of the
most recent call, and a personal note if the contact has written one.
To view a contact card:
1From your phone’s Home screen, select the Contacts icon.

Receive a Call
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2From the Contact Groups screen, select the group your contact is in, and
then select a contact name.
3When you finish viewing the contact card, select Close.
Receive a Call
You can either answer a call or redirect the call to your voice mail.
To handle an incoming call:
>> From the Incoming call screen, do one of the following:
—To answer the call, either select Answer or pick up the handset.
or

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—To send the caller directly to your voice mail, select To Voice Mail.
Change Your Status
Your presence status is determined by your calendar and activity. For
example, when you're in a scheduled meeting or on a call, your status shows
as Busy. If you don't use your computer for a certain period of time (as
determined by the Status options, in Lync), your status changes to Away.
You can also change your status manually. This might be handy if, for
example, you and a colleague start an impromptu meeting in your office or
you have a deadline and don't want to be disturbed.
The same status displays in Lync on your computer and in Lync Phone Edition
on your phone, and you can change your status from either place.
To change your status:
1From your phone's Home screen, select Menu, and then select My Status.
2On the My Status screen, do one of the following:
The check mark indicates your current status.
—If you don't want to any interruptions, select Do Not Disturb.
—If you want others to feel free to contact you, select Available.

Use Call Controls
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—If you want to let others know you're in a meeting, on a call, or
otherwise engaged, select Busy.
—If you're stepping away just for a few moments, select Be Right Back.
—If you want it to look like you're unavailable, select Away.
—If you want Lync reset your status based on your calendar and
activity, select Reset Status.
Use Call Controls
Use the buttons on the phone console to do the following:
•To enable or disable the speakerphone during calls, press .
•To adjust the volume of the handset, speakerphone, headset speaker, and
ringer if not in a call, press .
•To mute local audio during calls so that others cannot hear you,
press .
To mute everyone except yourself when you’re in a conference call:
>> From the In Call screen, select Menu, and then select Mute Audience.
Some of the buttons and features described below may not apply to your phone.
•To receive audio through the handset, headset, or speakerphone, you must
have the optional USB cable that connects your phone to your computer
installed.
•If you adjust the speakerphone volume during a call, the volume setting is
retained for all subsequent calls that use the speakerphone.

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View Call Logs
The Call Logs screen displays a history of incoming, outgoing, and missed
calls.
To view your call logs:
1From your phone’s Home Screen, select the Call Logs icon.
2From the All Calls screen, select Menu to sort the calls.
Check Voice Mail
If your organization has enabled voice mail, you can access your voice mail to
check messages or to change your voice mail greeting. If you have unheard
messages, the Voice Mail icon displays a number indicating how many
messages you have, and a red light appears at the upper right corner of your
phone.

Manage Multiple Calls
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To check your voice mail:
>> From your phone’s Home screen, select the Voice Mail icon.
The Voice Mail screen displays the phone number, message date, and time of
the call. For contacts listed in your personal contacts or corporate directory, the
name and contact card of the sender also displays. You can also press and hold
the 1 key to access your voice mail.
Manage Multiple Calls
When you’re in a call, you’ll see several call controls that you can use to
manage multiple calls.
Your phone requires the Microsoft Lync CU7 update to support the Music on Hold
feature. Contact your Lync administrator to enable this option. (The administrator
will need to apply the following command to the Lync server:
set-CsClientPolicy
-identity Global -EnableClientMusicOnHold $true ).
Once enabled, you will see that option enabled on the Lync client.
When you put a call on hold, the other end will hear the configured music. You can
change the music they hear using the Lync client.
For more information, go to
http://social.technet.microsoft.com/Forums/en-US/ocsclients/thread/9d7deb8e-630
d-4740-ab74-a2ba9277fac8/.

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To place a call on hold:
>> From the In Call screen, select Hold.
To answer a second call when you’re in an active call:
>> From the Incoming call screen, select Answer. Your active call is placed
on hold and your second call is answered.
To switch between calls:
1Press the Home button on the phone, and then select Active Call.
2From the In Call screen, use the up and down arrow keys to select the call
that you want to activate, and then select Resume.

Escalate a Call to a Conference Call
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To make a new call and place the active call on hold:
1From the In Call screen, select Menu, and then select New Call. Your
active call is placed on hold.
2Enter a phone number or select a contact, and then select Call.
To end a call:
>> From the In Call screen, select End.
Escalate a Call to a Conference Call
You can start a conference call during a phone call and add more participants.

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To escalate a call to a conference call:
1From the In Call screen, select Menu, and then select Add Others.
2To add a participant, enter a phone number or select a contact, and then
select Add. To add more participants, repeat this procedure.
Transfer a Call
You can transfer calls in these ways:
•To someone else, either directly (without speaking to them), or by talking
with them first.
•To a Parking Lot so that the call can be placed on hold and retrieved by
someone else.
•To your mobile phone.
To transfer a call directly to someone else:
1From the In Call screen, select Menu, and then select
Transfer Directly To.
2Enter a number or select a contact, and then select Call.

Transfer a Call
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To consult with someone before transferring a call:
1From the In Call screen, select Menu, and then select
Consult then Transfer To.
2Enter a number or select a contact. After you speak with the person
you’re transferring the call to, select Complete Transfer.
To transfer a call to a Parking Lot:
1From the In Call screen, select Menu, and then select
Transfer to Parking Lot. The call will be placed on hold.
A notification appears, displaying a number to call to retrieve the call.
2Contact the team that you want to answer the call, and give them the
number from the notification.

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To transfer a call to a mobile phone:
>> From the In Call screen, select Menu, and then select
Transfer to Mobile Phone.
Join a Meeting from the Calendar
Your calendar displays Microsoft®Outlook®appointments for the current
day. You can join a meeting by using your phone.
To join a meeting:
1From your phone’s Home Screen, select the Calendar icon.
You can join only Lync online meetings that have been created using the Online
Meeting Add-In for Lync.