Polycom Integra VVX 500 User manual

UC Software 4.1.3 | June 2013 | 1725-44635-001 Rev.C
Polycom
®
VVX
®
500
Business Media User Guide

ii
Polycom VVX 500 Business Media Phone
Copyright ©2014, Polycom, Inc. All rights reserved.
6001 America Center Dr
San Jose, CA 95002
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.
Trademarks
POLYCOM®, the Polycom logo and the names and marks associated with Polycom 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.
Disclaimer
While Polycom uses reasonable efforts to include accurate and up-to-date information in this document, Polycom
makes no warranties or representations as to its accuracy. Polycom assumes no liability or responsibility for any
typographical or other errors or omissions in the content of this document.
Limitation of Liability
Polycom and/or its respective suppliers make no representations about the suitability of the information contained in
this document for any purpose. Information is provided “as is” without warranty of any kind and is subject to change
without notice. The entire risk arising out of its use remains with the recipient. In no event shall Polycom and/or its
respective suppliers be liable for any direct, consequential, incidental, special, punitive or other damages whatsoever
(including without limitation, damages for loss of business profits, business interruption, or loss of business
information), even if Polycom has been advised of the possibility of such damages.
Customer Feedback
We are striving to improve our documentation quality and we appreciate your feedback. Email your opinions and
comments to [e-mail].
Visit the Polycom Voice Support Center for software downloads, product documents, product licenses,
troubleshooting tips, service requests, and more.

iii
Contents
About This Guide................................................................................................................. vii
Who Should Read this Guide?.......................................................................................................vii
How to Use this Guide ..................................................................................................................vii
Conventions Used in this Guide ...................................................................................................viii
Terms and Writing Conventions ........................................................................................................ viii
Information Elements .......................................................................................................................... ix
Typographic Conventions ..................................................................................................................... x
Related Documents .......................................................................................................................xi
Chapter 1: Getting Started..................................................................................................... 1
Phone Keys and Hardware..............................................................................................................1
Phone Views ..................................................................................................................................3
Home View............................................................................................................................................ 4
Lines View ............................................................................................................................................. 6
Active Call View..................................................................................................................................... 7
Calls View .............................................................................................................................................. 8
Understanding Phone Icons and Status Indicators ...........................................................................9
Navigating Your Phone Interface...................................................................................................10
Entering Data and Updating Fields ................................................................................................11
Using the Onscreen Keyboard ............................................................................................................12
Using the Dialpad Keys on the Phone Console ...................................................................................14
Cleaning the Touchscreen.............................................................................................................15
Chapter 2: Using Basic Features ........................................................................................... 17
How Your Phone Handles Calls .....................................................................................................17
Answering Calls............................................................................................................................18
Answering Another Call ...................................................................................................................... 20
Answering on a Shared Line................................................................................................................21
Answering Calls Automatically............................................................................................................ 21
Managing Multiple Calls ...............................................................................................................22
Placing Calls .................................................................................................................................23
Calling from the Dialer ........................................................................................................................24
Placing Calls from Favorites, Lists, and Directories.............................................................................25
Redialing Numbers..............................................................................................................................26
Ending Calls..................................................................................................................................26
Using Headsets.............................................................................................................................26

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Enabling Headset Memory Mode ....................................................................................................... 27
Responding to Incoming Calls .......................................................................................................28
Ignoring Incoming Calls....................................................................................................................... 28
Rejecting Incoming Calls .....................................................................................................................28
Forwarding Incoming Calls to Another Person ...................................................................................28
During Calls..................................................................................................................................29
Holding Calls........................................................................................................................................29
Transferring Calls ................................................................................................................................30
Setting Up and Handling Conference Calls .....................................................................................31
Setting Up Conference Calls................................................................................................................31
Holding and Resuming Conference Calls ............................................................................................32
Ending Conference Calls ..................................................................................................................... 33
Splitting Conference Calls into Two Held Calls ................................................................................... 33
Managing Conference Call Participants..............................................................................................33
Changing the Way Calls are Answered ..........................................................................................35
Forwarding All Calls to Another Person..............................................................................................35
Rejecting Calls from a Contact............................................................................................................36
Diverting Calls from a Contact to Another Person..............................................................................37
Using Do Not Disturb .......................................................................................................................... 37
Using Do Not Disturb with Multiple Lines .......................................................................................... 39
Listening to Voicemail ..................................................................................................................40
Viewing Recent Calls ....................................................................................................................41
Working with Your Contact Directory............................................................................................43
Working with a Corporate Directory .............................................................................................47
Controlling What is Heard.............................................................................................................48
Updating the Incoming Call Ringtone .................................................................................................48
Updating a Contact’s Ringtone ...........................................................................................................48
Changing the Speaker Volume............................................................................................................49
Changing the Ringer Volume ..............................................................................................................49
Muting the Microphone......................................................................................................................49
Choosing Where You Hear Sound Effects........................................................................................... 49
Managing Favorites ......................................................................................................................50
Chapter 3: Using Video ........................................................................................................ 53
Handling Video Calls Without a VVX Camera .................................................................................53
About Video Calls................................................................................................................................ 54
Handling Video During Calls................................................................................................................56
Handling a Mixture of Video and Audio-Only Calls.............................................................................57
Handling Conference Calls with Video................................................................................................58
Viewing All Video Calls on the Full Screen..........................................................................................59
Displaying Video in Normal, Full, and Cropped Modes ...................................................................... 60

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Setting the Call Rate for Video Calls ...................................................................................................61
Placing Audio-Only Calls ...............................................................................................................61
Calling Using the H.323 Protocol ...................................................................................................62
Soft key method..................................................................................................................................62
Dialog box method.............................................................................................................................. 63
Chapter 4: Using Advanced Features.................................................................................... 65
Using Buddy Lists .........................................................................................................................65
Updating Your Status .......................................................................................................................... 65
Setting Up and Managing a Buddy List ...............................................................................................67
Blocking Contacts from Viewing Your Status...................................................................................... 67
Monitoring Buddies ............................................................................................................................68
Chapter 5: Customizing the Phone’s Display......................................................................... 70
Changing the Language on Your Phone .........................................................................................70
Changing the Time and Date Display .............................................................................................70
Changing the Backlight .................................................................................................................71
Changing the Background Picture .................................................................................................72
Using One of Your Own Pictures as the Background Picture..............................................................73
Displaying Screen Savers ..............................................................................................................74
Setting Up Screen Savers ....................................................................................................................74
Interrupting and Disabling Screen Savers........................................................................................... 76
Using the Phone as a Digital Picture Frame....................................................................................76
Using Power-Saving Mode ............................................................................................................77
Changing Your Office Hours................................................................................................................ 78
Changing Timeouts ............................................................................................................................. 78
Chapter 6: Administrative Tasks .......................................................................................... 81
Investigating Phone Warnings.......................................................................................................81
Restarting the Phone....................................................................................................................81
Updating Phone Configuration......................................................................................................82
Testing Phone Hardware ..............................................................................................................82
Copyright, Safety, and Regulatory Notices ........................................................................... 85
Service Agreements ............................................................................................................................85
Governing Law ....................................................................................................................................85
Limitations of Liability.........................................................................................................................85
Polycom Limited Warranty and Limitation Liability............................................................................85
Exclusions............................................................................................................................................86
Warranty Exclusive .............................................................................................................................86

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Safety, Compliance, and Disposal Information...................................................................................87
Part 15 FCC Rules ............................................................................................................................ 87
Class B Digital Device or Peripheral ................................................................................................ 87
Modifications .................................................................................................................................. 87
Installation Instructions .................................................................................................................. 87
Plug Acts as Disconnect Device ....................................................................................................... 88
Industry Canada (IC)........................................................................................................................ 88
WARNING Electrical Safety ............................................................................................................. 88
Special Conditions for this User Guide........................................................................................ 88
Operating Ambient Temperatures .................................................................................................. 89
Hearing Aid Compatibility (HAC)..................................................................................................... 89
Waste Electrical and Electronic Equipment (WEEE)........................................................................ 89
Restriction of Hazardous Substances Directive (RoHS) ................................................................... 89
Polycom Take Back.......................................................................................................................... 89
End-User License Agreement for Polycom® Software ............................................................. 1

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About This Guide
This guide applies to the Polycom® VVX® 500 Business Media Phone.
This user guide will help you to navigate and use your VVX 500. It will give you an overview of your
phone, and walk you through tasks so you can successfully use your phone to perform basic and
advanced phone functions.
Who Should Read this Guide?
This guide contains overview information for people who are just starting to learn about their VVX 500
phone, or who have experience, but need a quick refresher. It is intended for beginning users, as well as
intermediate and advanced users who want to learn about their phone’s features.
How to Use this Guide
This guide is organized into six chapters. The beginning chapters introduce the phone, describe how to
use video, and explain how to use basic features. Later chapters describe advanced phone features, and
how to customize your phone to suit your needs. The guide also includes safety and legal information.
•Chapter 1: Getting Started This chapter contains general information about your phone that you’ll
find helpful before you start using it. It describes phone hardware and phone views, and how to use
the touchscreen, navigate menus, and enter data.
•Chapter 2: Using Basic Features All the basic features that your phone offers—such as how to add
contacts and favorites, or transfer or forward calls—are described in this chapter.
•Chapter 3: Using Video If video is enabled on your phone, refer to this chapter for information on
how video works on your phone.
•Chapter 4: Using Advanced Features Advanced features that may not be available on the phone, or
that you may not use on a day-to-day basis, are described in this chapter.
•Chapter 5: Customizing Your Phone You can customize your phone in many ways, including setting
up a screen saver, or changing the backlight, background picture, or time and date format. Read this
chapter to personalize your phone.
•Chapter 6: Administrative Tasks This chapter describes tasks that your administrator may ask you
to perform. These tasks include investigating phone issues, restarting the phone, updating the
phone’s configuration, and testing phone hardware.
•Copyright, Safety, and Regulatory Notices This section provides important safety and compliance
information related to your phone.

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•End-User License Agreement The End-User License Agreement outlines the legal agreement
between you and Polycom when you agree to install and use Polycom software.
Conventions Used in this Guide
As you read this guide, you’ll notice that the same terms, information elements, and conventions are
used repeatedly. Make sure you familiarize yourself with these terms, elements, and conventions so you
understand how to perform phone tasks.
Terms and Writing Conventions
•Your Phone / the phone These terms refer to the VVX 500 phone.
•Tap This term refers to touching an item on the screen with your finger, and then lifting your finger.
•Press This action refers to depressing a key on the keypad or pressing a screen item for a second or
two.
•Press and hold When you press and hold a screen item, you need to touch the screen for a second
or two before lifting your finger.
•Tap Submenu >Submenu >Submenu This convention describes how to access submenus. Each
submenu name is in boldface and separated by a ‘greater than’ symbol. If the instructions indicate to
tap Basic > Preferences > Language, tap the Basic submenu, tap the Preferences submenu, and tap
the Language submenu.
•Highlight This action refers to tapping an item on the screen so that its appearance brightens.
Soft keys apply to highlighted items.
•Select Selecting an item on the screen refers to tapping the item so that another screen opens.
•Views Your phone has four main views: Home, Calls, Active Call, and Lines (the default) view. A
view is a specific screen on the phone interface that provides unique information and enables you to
perform specific tasks.
•Dialpad The dialpad is the area of the keypad you use to enter numbers and characters. The dialpad
consists of all the number keys, as well as the asterisk (*) and pound (#) keys.
•Scroll This action describes how to view lists that appear on more than one screen. To scroll
through items or lists, touch the screen, and then drag your finger up, down, left, or right. To stop
scrolling, stop the dragging motion.

About This Guide
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•Swipe This action moves a list of items up, down, left, or right. When you want to scroll quickly,
swipe your finger across the screen, either up, down, left, or right. To stop your screen from scrolling,
press your finger anywhere on the screen. Touching the screen while it scrolls won’t select anything.
Swiping your finger to the left or right also displays other phone views.
•Key This term refers to any button on the phone console. Phone keys include the dialpad keys, ,
, , , and .
•Option An option is one of a series of items you can select for a phone setting, such as Enabled and
Disabled.
•Held call This term describes any call that is held. Audio for held calls can’t be heard.
•Active call This term refers to a call (including a conference call) you’re currently in. An active call
has audio associated with it.
•Soft key This term describes the context-sensitive keys that display along the bottom of the screen
that update depending on the task you’re performing. To see additional soft keys (if available), tap
More. The More soft key is always on the far-right of the soft key area, as shown next.
•Soft key area The soft key area (shown next) is the area along the bottom of the screen that
displays context-sensitive soft keys.
•Status bar The status bar (shown next) is the top-most part of the touchscreen. It displays the time
and date, and, if your phone has messages, scrolling messages under the time display. The
information that displays on the left of the status bar depends what view you’re in. From Home view,
your phone line displays. In other views, icons display that you can tap to access messages, recent
calls, or view phone information. Icons may also display to let you know a certain feature, such as
Bluetooth, is enabled.
Information Elements
This guide uses the following information elements to highlight important information.

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Information Elements
Type of Element Icon Type of Information
Note A Note highlights information you need to know to successfully accomplish a
procedure or understand a concept.
User Tip A Tip highlights alternate, or faster, ways to accomplish a task. Tips may also
provide additional information beyond what you need to know to accomplish a
task.
Caution A Caution highlights actions that potentially impact device performance or
functionality.
Web Info Web Info highlights supplementary online information available as a document
or a download.
Timesaver A Timesaver highlights alternative methods for accomplishing a task or
operation.
Troubleshooting Troubleshooting highlights information that may help you identify or solve an
issue, and may refer you to relevant troubleshooting resources.
Settings Settings highlights actions that result in specific phone behavior, that enable a
specific feature, or that access further options.
Typographic Conventions
The following table outlines the typographic conventions used in this guide.
Typographic Conventions
Typographic Convention Description
Bold Highlights interface items such as menus, soft keys, file names, and directories.
Also used to represent menu selections and text entry to the phone.
Italics Used to emphasize text, to show example values or inputs, and to show titles of
reference documents available from the Polycom Support web site and other
reference sites.
Blue Used for cross-references to other sections, chapters, or parts in this document.
Underlined Blue Used for URL links to external web pages or documents. If you click on text in this
style, you will be linked to an external document or web page.

About This Guide
xi
Related Documents
For additional information about the VVX 500, see the following documents:
•User Documents:
○Polycom VVX 500 and VVX 600 Business Media Phones and Polycom VVX Camera Quick User
Guide—This guide is a quick reference on how to use the phone’s features. It also briefly
describes how to navigate the phone and enter information.
•Setup and maintenance documents:
○Polycom VVX 500 and VVX 600 Business Media Phones Quick Start Guide—This guide describes
the contents of your phone package, how to assemble the phone, and how to connect the
phone to the network. The quick start guide is included in your phone package. It is also
available from the Polycom VVX 500 Support pages.
○Polycom VVX 500 Business Media Phone Administrators’ Guide—This guide provides detailed
information about setting up and configuring your phone, including how to configure features.
It is available from the Polycom VVX 500 Support page.
○Polycom VVX 500 and VVX 600 Business Media Phone Wallmount Instructions—This document
provides detailed instructions for mounting your phone on the wall. To install your phone on
the wall, you’ll need the optional wallmount package. The wallmount instructions are included
in the optional wallmount package. They are also available from the Polycom VVX 500 Support
pages.
•Engineering Advisories and Technical Notifications for Polycom phones—These documents
describe workarounds to existing issues and provide expanded descriptions and examples for
phone settings and features. You can find these documents on the Polycom Engineering
Advisories and Technical Notifications Support page.

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USER GUIDE
Polycom® VVX® 310 Business Media Phone
Software 4.1.4 |March 2013 |1725-49089-001 Rev A
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Chapter 1: Getting Started
Before you use your phone, you may wish to take a few moments to become familiar with its features
and user interface. In this chapter, you’ll learn about your phone’s components, the screen layout, and
how to use the touchscreen. You’ll also learn how to clean the touchscreen and configure your phone
remotely using the Polycom Web Configuration Utility.
Note: Accessing Features and Options
As you read this guide, keep in mind that certain phone features are configurable by your system
administrator or determined by your phone environment. As a result, some features may not be
enabled or may operate differently on your phone. The examples and figures in this guide may
not directly reflect what displays or is available on your phone screen.
Phone Keys and Hardware

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Feature Description
Reversible tab Secures the handset in the cradle when your phone stand is positioned at a high
angle. To secure the handset, remove the tab, reverse it so the protrusion
points up, and re-insert it. Then, position the handset so the protrusion on the
tab fits into the slot on the handset.
Speaker Provides ringer and hands-free (speakerphone) audio output.
Dialpad Enables you to enter numbers, letters, and special characters. You can also use
the dialpad keys to select menu items that have index numbers.
Security slot The connector on the left side of your phone that enables you to attach a
laptop cable lock to your phone so you can secure it to a desktop. For more
information on locking your phone to the desktop, see Security Slots on
Polycom Phones (Technical Bulletin 64654).
USB ports Enable you to:
•Attach a USB flash drive so you can record calls, update the background
picture on your phone, set up a screen saver, or use your phone as a
digital picture frame.
•Attach a USB headset.
•Attach a VVX Camera (to the top-most port).
Message Waiting Indicator Flashes red to indicate new messages.
Home/Lines key Press from any screen to display Home view. From Home view, press
to display other phone views. If your phone is idle, press to display
Lines view.
Touchscreen The screen is touch-sensitive. Tap to select and highlight screen items. To scroll,
touch the screen, and swipe your finger up, down, right, or left.
Headset key Enables you to place and receive calls through a headset. The key glows green
when an analog headset is activated, and blue when a USB or Bluetooth
headset is activated.
Speakerphone key Enables you to place and receive calls using the speakerphone. The key glows
green when activated.
Mute key Mutes local audio during calls and conferences. The key glows red when
activated.
Volume keys Adjust the volume of the handset, headset, speaker, and phone’s ringer.
Microphone Transmits sound to other phones.

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Chapter 1: Getting Started
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Web Info: Attaching Phone Hardware
For information on attaching phone hardware, including how to connect your phone to the
network, see the
Quick Start Guide for your phone, available by navigating to your phone’s
Support page from the Business Media Phones Support page.
Phone Views
Your phone has four main views: Home, Calls, Active Call, and Lines view (the default).
To change views:
•For Home view, press .
•From Home view, press to display either Lines, Calls, or Active Call view.
•To switch between Lines view and either Calls or Active Call view, swipe the screen to the right or
left.
Troubleshooting: Why Can’t I Access a Certain View?
The views you can access depend on the number of calls your phone has, and if your phone has an
active call. If your phone is idle, you can access Home and Lines view. If your phone has one call
only—and it’s active—you can access Home, Lines, and Active Call view. If your phone has
multiple calls, or one held call, you can access Home, Lines, and Calls view.
At the top of each view is a status bar, shown next. The status bar shows the date and time, and—
depending what view you’re in—your phone line, and icons that you can tap to access messages or
recent calls. If your phone has information you should know about, icons and/or messages will scroll,
together with the date, under the time display.

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Polycom® VVX® 500 Business Media Phone
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Home View
You can display Home view (shown next) by pressing . Home view displays your phone line, and
icons you can tap to access phone features, settings, and information. At the bottom of Home view is a
Page Indicator that you can press and hold to control how many icons Home view displays.
To show all Home view icons (shown next), press and hold the Page Indicator shown above. Press and
hold the Page Indicator again to view fewer icons.
User Tip: Displaying Additional Home View Icons
Instead of pressing the Page Indicator to view additional Home view icons, swipe the screen right
or left.
Home view displays the following icons:
•New Call—Tap New Call to display the Dialer so you can place a call.

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Polycom® VVX® 310 Business Media Phone
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Chapter 1: Getting Started
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•Messages—Tap Messages to access your voicemail.
•Directories—Tap Directories to access your Contact Directory and Recent Calls list. You may also
be able to access a Corporate Directory and a Buddy Status List if they’re set up on your phone.
•Forward—Tap Forward to set up forwarding options for incoming calls.
•DND—Tap DND to toggle DND (Do Not Disturb) on or off. When DND is enabled, your phone
won’t ring and incoming calls will go to voice mail.
•Settings—Tap Settings to access phone features and settings to customize your phone.
Additional icons may include:
•Applications—Tap Applications to access a menu of custom applications. See your administrator
for information about any specific applications listed in this menu.
•Calendar—Tap Calendar to show a calendar with your meeting details. Using the Calendar
feature, you can join meetings directly from your phone.
From Home view, tap the phone line to display additional phone lines that may be set up for your
phone, and favorites (shown next). From this screen, tap a phone line to open the Dialer, or tap a
favorite to dial the favorite. To display the Home view icons again, tap Close.

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Polycom® VVX® 310 Business Media Phone
Software 4.1.4 |March 2013 |1725-49089-001 Rev A
Polycom® VVX® 500 Business Media Phone
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Lines View
Lines view (shown next) is your phone’s default display. To display Lines view, press from
Home view.
Lines view displays your phone line(s), your favorites, and soft keys in the soft key area.
If your phone is idle, you can:
•Tap a phone line to access the Dialer.
•Swipe to switch between Lines view and the Idle Browser (if available).
If your phone has calls, the phone line indicates the number of calls you have, and if they’re active or
held. If the phone line has an active call, a green bar displays, as shown in the following VVX 500
example. To display your call(s), press and hold the phone line, or swipe the screen.

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Software 4.1.4 |March 2013 |1725-49089-001 Rev A
Chapter 1: Getting Started
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Note: Why Can’t I Access the Idle Browser?
If your phone has calls, you can’t access the Idle Browser. To access the Main Browser, tap
Applications from Home view. For information about the Idle and Main Browsers, see Using the
Browser.
Active Call View
If you have only one call in progress—and it’s active (has audio)—you can access Active Call view (shown
next). If you’re in Home view, you can display Active Call view by pressing , or tapping in the
status bar. To switch between Lines and Active Call view, swipe the screen right or left.
Active Call view displays the name and number of the person you’re talking with and the duration of the
call. From Active Call view, you can manage the call: hold, end, or transfer it, or set up a conference call
with the person you’re talking with and another party.

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Calls View
You can access Calls view (shown next) if your phone has multiple calls in progress, or you have one held
call. If you’re in Home view, you can display Calls view by pressing , or tapping in the status
bar. To switch between Lines and Calls view, swipe the screen right or left.
Scroll to see all your calls. If your phone has multiple lines, calls display under the associated line.
Call color indicates status:
•Dark green—Active call.
•Dark blue—Incoming and held calls.
•Bright green—Active call is highlighted.
•Bright blue—Incoming or held call is highlighted.
Note: What Does a Highlighted Call Indicate? How Do I Highlight a Call?
A highlighted call is either bright green or blue. Tap an active call to make it bright green, or tap a
held call to make it bright blue. The soft keys apply to the highlighted call.