Polycom WX 400 User manual

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USER GUIDE
Polycom® VVX® 400 and 410 Business Media Phones
User Guide for 8x8 Virtual Office
Software 4.1.4 | March 2013 | 1725-49090-001 Rev A

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Polycom® VVX® 400 and 410 Business Media Phones User Guide
Copyright ©2013, Polycom, Inc. All rights reserved.
6001 America Center Drive
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.

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Contents
About This Guide ............................................................................................................ vii
Who Should Read this Guide?..................................................................................................vii
How to Use this Guide...............................................................................................................vii
ConventionsUsedinthisGuide .................................................................................................. viii
Terms and Writing Conventions............................................................................................... viii
Information Elements...................................................................................................................... x
Typographic Conventions............................................................................................................ xi
RelatedDocuments.......................................................................................................................xi
Chapter 1: Getting Started............................................................................................... 1
Phone Keys and Hardware........................................................................................................1
Phone Views...............................................................................................................................2
Home View.......................................................................................................................................... 3
Lines View........................................................................................................................................... 4
Calls View............................................................................................................................................ 5
Understanding Phone Icons and Status Indicators...............................................................6
Navigating Your Phone Interface.............................................................................................7
Entering Data and Updating Fields..........................................................................................8
Using the Dialpad Keys on the Phone Console............................................................................ 9
Configuring Your Phone Using the Web Configuration Utility...........................................10
Chapter 2: Using Basic Features .................................................................................. 11
How Your Phone Handles Calls .............................................................................................11
Answering Calls .......................................................................................................................12
Answering Another Call...................................................................................................................13
Answering Calls Automatically.......................................................................................................13
Managing Multiple Calls..........................................................................................................14
Placing Calls.............................................................................................................................15
Calling from the Dialer.....................................................................................................................15
Placing Calls from Favorites, Recent Calls, and Directories.....................................................16
Redialing Numbers .......................................................................................................................... 17
Recording Calls (if available).......................................................................................................... 17
Parking a Call....................................................................................................................................17
Ending Calls..............................................................................................................................18
Using Headsets ........................................................................................................................18
Enabling Headset Memory Mode..................................................................................................19

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Responding to Incoming Calls...............................................................................................19
Ignoring Incoming Calls................................................................................................................... 19
Rejecting Incoming Calls ................................................................................................................20
Forwarding Incoming Calls to Another Person............................................................................ 20
During Calls ..............................................................................................................................20
Holding Calls.....................................................................................................................................21
Recording Calls (If Enabled)........................................................................................................... 21
Parking Calls.....................................................................................................................................21
Transferring Calls............................................................................................................................. 22
Setting Up and Handling Conference Calls ..........................................................................23
Setting Up Conference Calls.......................................................................................................... 23
Holding and Resuming Conference Calls ....................................................................................24
Ending Conference Calls................................................................................................................24
Splitting Conference Calls into Two Held Calls........................................................................... 24
Managing Conference Call Participants....................................................................................... 25
Changing the Way Calls are Answered.................................................................................26
Forwarding All Calls to Another Person........................................................................................26
Rejecting Calls from a Contact.......................................................................................................28
Diverting Calls from a Contact to Another Person...................................................................... 28
Using Do Not Disturb.......................................................................................................................29
Using Do Not Disturb with Multiple Lines..................................................................................... 30
Listening to Voicemail.............................................................................................................30
Viewing Recent Calls...............................................................................................................31
Working with Your Contact Directory....................................................................................33
Working with a Corporate Directory......................................................................................36
Controlling What is Heard.......................................................................................................38
Updating the Incoming Call Ringtone ...........................................................................................38
Updating a Contact’s Ringtone ...................................................................................................... 38
Changing the Speaker Volume...................................................................................................... 39
Changing the Ringer Volume.........................................................................................................39
Muting the Microphone....................................................................................................................39
Choosing Where You Hear Sound Effects...................................................................................39
Managing Favorites .................................................................................................................39
Using the Intercom...................................................................................................................42
Returning the Last Call............................................................................................................42
Using Call Queues (Call Queue Users Only).........................................................................42
Chapter 3: Using Advanced Features .......................................................................... 43
Group Paging............................................................................................................................43
Group Paging Mode......................................................................................................................... 43
Sending and Receiving Pages................................................................................................... 44

Contents
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Sending Pages .........................................................................................................................44
Receiving Pages....................................................................................................................... 44
Receiving Pages When You’re Not in an Active Call ......................................................... 45
Receiving Pages During Active Calls....................................................................................45
Adjusting the Volume of Pages.................................................................................................. 45
Changing Where Pages are Played.......................................................................................... 45
Updating the Default Paging Group.......................................................................................... 45
Updating Paging Group Subscriptions...................................................................................... 46
Allowing Pages to Play During Active Calls............................................................................. 46
Changing Your Password............................................................................................................... 46
Locking the Phone...................................................................................................................47
About Your User Password............................................................................................................47
Locking and Unlocking Your Phone.............................................................................................. 48
Calling and Answering from a Locked Phone.............................................................................. 49
Chapter 4: Customizing the Phone’s Display.............................................................. 51
Changing the Time and Date Display ....................................................................................51
Changing the Backlight...........................................................................................................52
Changing the Phone’s Background Picture .........................................................................53
Changing the Background Picture................................................................................................. 53
Using One of Your Own Pictures as the Background Picture...................................................54
Displaying Screen Savers.......................................................................................................55
Setting Up a Screen Saver............................................................................................................. 55
Interrupting and Disabling Screen Savers.................................................................................... 55
Chapter 5: Administrative Tasks................................................................................... 57
Investigating Phone Warnings ...............................................................................................57
Restarting the Phone...............................................................................................................58
Testing Phone Hardware.........................................................................................................58
Chapter 6: Getting Help.................................................................................................. 59
Related Documents ...................................................................................................................59
The Polycom Community..........................................................................................................59
Copyright, Safety, and Regulatory Notices ................................................................. 61
Service Agreements ........................................................................................................................61
Governing Law..................................................................................................................................61
Limitations of Liability ......................................................................................................................61
Polycom Limited Warranty and Limitation Liability .....................................................................61
Exclusions.........................................................................................................................................62

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Warranty Exclusive..........................................................................................................................62
Safety, Compliance, and Disposal Information ........................................................................... 63
Part 15 FCC Rules....................................................................................................................... 63
Class B Digital Device or Peripheral......................................................................................... 63
Modifications................................................................................................................................. 63
Installation Instructions................................................................................................................ 63
Plugs Acts as Disconnect Device.............................................................................................. 63
Industry Canada (IC) ................................................................................................................... 64
CE and VCCI Mark....................................................................................................................... 64
CE Mark R & TTE Directive (EU only)...................................................................................... 64
WARNING Electrical Safety........................................................................................................ 66
Russian Compliance.................................................................................................................... 66
New Zealand Telepermit............................................................................................................. 66
Special Conditions for this User Guide.................................................................................66
Australia......................................................................................................................................... 67
Operating Ambient Temperatures............................................................................................. 67
Hearing Aid Compatibility (HAC)................................................................................................ 67
Waste Electrical and Electronic Equipment (WEEE).............................................................. 67
Restriction of Hazardous Substances Directive (RoHS)........................................................ 67
Polycom Take Back..................................................................................................................... 67
End-User License Agreement for Polycom® Software.............................................. 69

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About This Guide
This guide applies to two phones: the Polycom®VVX®400 and 410 business media phones.
You can use this guide if you have either phone.
This user guide will help you to navigate and use your VVX 400 or VVX 410 phone with 8x8
Virtual Office. 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.
As you read this guide, the terms the phone and your phone refer to either the VVX 400 or VVX
410 phone. Unless specifically noted in this guide, both phones operate in the same way and
the information in this guide applies to both phones. Throughout the rest of this guide, VVX 400
is used to represent both the VVX 400 and 410 phones.
Who Should Read this Guide?
This guide contains overview information for people who are just starting to learn about their
VVX 400 or VVX 410 phone for use with 8x8 Virtual Office, 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 five chapters. The beginning chapters introduce the phone and
explain how to use the phone’s basic features. Later chapters describe advanced 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 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 Advanced Features Advanced features are described in this chapter.
Chapter 4: Customizing Your Phone Read this chapter to personalize your phone.
Chapter 5: 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 the phone’s hardware.

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Copyright, Safety, and Regulatory Notices This section provides important safety and
compliance information relating to your phone.
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
This user guide contains terms, graphical elements, and a few typographic conventions.
Familiarizing yourself with these terms, elements, and conventions will help you perform phone
tasks.
Terms and Writing Conventions
Your Phone / the phone These terms refer to either the VVX 400 or VVX 410 phone.
Unless specifically noted in this guide, both phones operate in the same way and the
information in this guide applies to both phones.
Press This action refers to depressing a key on the keypad, a line key, an arrow key, a
hard key—like Hold or Microphone Mute—or pressing a soft key for a second or two.
Select 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 select Basic > Preferences > Language, select the Basic
submenu, select the Preferences submenu, and select the Language submenu.
Highlight This action refers to selecting 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 using the arrow keys—up, down, left, and
right—to highlight an item. Press the central Select key 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.
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.

About This Guide
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Held call This term describes any call (including a conference call) that is on hold. Audio for
held calls cannot 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.
Setting The name of a field for which you can define information or choose an option.
Field This term describes the area of the screen next to a setting in which you can enter
information or select an option.
Icon A picture on the screen. There are two types of icons:
»An icon that you can select to access a function, feature, setting, or application. For
example, when you’re in Home view, you can select the New Call icon to place
a call.
»An icon that provides phone information or status only. Selecting this type of icon
doesn’t access another function. For example, your phone may have an icon to
indicate you have a voicemail message simply to notify you of the current status.
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 options (if
available), press More. The More soft key is always on the far-right of the soft key area, as
shown next. The additional options display as shown next.
Soft key area The soft key area (shown above) 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 screen. It displays the
time and date or other messages instead of the date display.

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Information Elements
The following icons are used to alert you to various types of important information in this guide:
Icons Used in this Guide
Name
Icon
Description
Note
The Note icon highlights information of interest or important information
needed to be successful in accomplishing a procedure or to understand
a concept.
Administrator Tip
The Administrator Tip icon highlights techniques, shortcuts, or
productivity related tips.
Caution
The Caution icon highlights information you need to know to avoid a
hazard that could potentially impact device performance, application
functionality, or successful feature configuration.
Warning
The Warning icon highlights an action you must perform (or avoid) to
prevent issues that may cause you to lose information or your
configuration setup, and/or affect phone or network performance.
Web Info
The Web Info icon highlights supplementary information available online
such as documents or downloads on support.polycom.com or other
locations.
Timesaver
The Timesaver icon highlights a faster or alternative method for
accomplishing a method or operation.
Power Tip
The Power Tip icon faster, alternative procedures for advanced
administrators already familiar with the techniques being discussed.
Troubleshooting
The Troubleshooting icon highlights information that may help you solve
a relevant problem or to refer you to other relevant troubleshooting
resources.
Settings
The Settings icon highlights settings you may need to choose for a
specific behavior, to enable a specific feature, or to access
customization options.

About This Guide
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Typographic Conventions
A few typographic conventions, listed next, are used in this guide to distinguish types of in-text
information.
Typographic Conventions
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.
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.
Blue Text
Used for cross references to other sections within this document. If you
click on text in this style, you will be taken to another part of this
document.
Fixed-width-font
Used for code fragments and parameter names.
Related Documents
For additional information about the VVX 400 and 410 phones, see the following documents:
User Documents:
○Polycom VVX 400 and 410 Business Media Phone Quick User Guide for 8x8 Virtual
Office—This guide is a quick reference on how to use the phone’s most basic features.
It also briefly describes how to navigate the phone and enter information. It is available
from www.8x8.com/Support/BusinessSupport/Documentation.aspx.
Setup and maintenance documents:
Polycom VVX 400 and 410 Business Media Phone 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
support.polycom.com/global/documents/support/setup_maintenance/products/voice/VV
X300_400_QuickStartGuide_UCS_4_1_4.pdf.

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○Polycom VVX 300/310/400/410/500/600 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.

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Chapter 1: Getting Started
Before you use your Polycom® VVX® 400 phone, you may wish to take a few moments to
become familiar with its features and user interface. In this chapter, you learn about your
phone’s components and the screen layout. You’ll also learn how to 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 on your phone screen.
Phone Keys and Hardware
The following figure shows the important phone features, which are described next.

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VVX 400 Phone Features
Feature
Description
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 back 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).
Message Waiting Indicator
Flashes red to indicate new messages.
Home key
Press from any screen to display Home view. From Home view,
press to display other phone views.
Screen
The 3.5-inch diagonal screen is backlit.
Navigation keys/Select
key
Scroll through displayed information or options. Select a field of displayed
data.
Headset key
Enables you to place and receive calls through a headset. The key glows
green when an analog 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.
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
from the Polycom Business Media Phones Web page.
Phone Views
Your phone has three main views: Home, Calls, and Lines view (the default).
To change views:
For Home view, press .

Chapter 1: Getting Started
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From Home view, press to display either Lines or Call view.
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 and Lines view. If
your phone has multiple calls, or one held call, you can access Home, Lines, and Calls
view by pressing .
At the top of each view is a status bar, shown next. The status bar shows the date and time. If
your phone has information you should know about, messages will display, together with the
time.
Home View
You can display Home view (shown next) by pressing . Home view displays your phone line,
and messages, settings, and information. At the bottom of Home view is a Page Indicator that
shows how many pages of icons Home view displays.
To change the highlighted icon, press the up, down, right, or left arrow key. Press Select to
access the desired menu.
Home view displays the following icons:
New Call—Select New Call to display the Dialer so you can place a call.
Messages—Select Messages to access your voicemail.
Directories—Select Directories to access your Contact Directory, Favorites, and Recent
Calls list. You can also access a Corporate Directory if it is set up on your phone.
Forward—Select Forward to set up forwarding options for incoming calls.
DND—Select 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.

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Settings—Select Settings to access phone features and settings to customize your
phone.
Home view may also include:
Applications—Select Applications to access a menu of custom applications. See your
administrator for information about any specific applications listed in this menu.
Lines View
Lines view (shown next) is your phone’s default display. Lines view displays your phone line(s),
monitored lines (if BLF Keys are available), your favorites, and soft keys in the soft key area.
A monitored line (BLF Key) will show a flashing green bar if it is ringing and a solid red bar if it is
on a call.
Note: BLF Key
A monitored line (BLF Key) is part of the 8x8 Virtual Receptionist add-on.
If your phone is idle, you can press a line key to access the Dialer.
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, the call color is dark green, as shown next. If
the phone line has one or more held calls, the call color is dark blue, as shown next. The
number of total calls is shown above the calls. To select a call, use the up and down arrow keys.

Chapter 1: Getting Started
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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. Use the up and down arrow keys 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
Bright blue—Incoming call
Dark blue—Held call
Use the up and down arrow keys to highlight a call. The soft keys apply to the highlighted call.

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Understanding Phone Icons and Status Indicators
The following icons and indicators indicate phone, call, or buddy/contact status, or to indicate
that a feature is enabled.
Icon
Description
Icon
Description
Registered line
Phone warning
Unregistered line
Login credentials invalid
Placing a call
Shared line
Active call using Polycom HD
Voice
Shared line with a held call
Held call
Call forwarding is enabled
Incoming call
You have messages
Active conference
Presence status (Available)
Placed call
Presence status (Busy or In a Call)
Received call
Presence status (Away)
Missed call
Presence status (Do Not Disturb)
Favorite
Presence status (Offline)
Do Not Disturb enabled
Presence status (No information)
Presence status (No information)

Chapter 1: Getting Started
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Navigating Your Phone Interface
The following table shows you how to navigate your phone’s screens, as well as select and
highlight options.
If you want to…
Do this…
Return to Home view from any
screen
Press .
Return to the previous screen
Press Back, as shown next. Or press the left arrow key.
Switch phone views
Press to display a different view (from Home view to Lines
view to Calls view, if there is an active call).
Place a call
Press Dial or use the right arrow key from a call list.
Highlight calls in Calls view
Use the up and down arrow keys to select a call. The soft keys,
like Hold or Resume, apply to the highlighted call.
Select a menu item or option
Use the up and down arrow keys to highlight the menu item or
option, and press Select.
If the menu is numbered, press the dialpad key to enter the
corresponding menu. For example, press 4to enter the Ring Type
menu as shown above.
Use *to page up and #to page down in the menus.
Close an option box without
selecting anything
Press the left arrow key.
Select a soft key, menu item,
or option
Use the up and down arrow keys to highlight the menu item or
option. Press the appropriate soft key.
If an item in a list has a number next to it, you can press the
corresponding number on the dialpad to select the item.

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If you want to…
Do this…
Select a soft key that’s not in
view
If a More soft key displays in the far-right of the soft key area (as
shown next), there are additional soft keys available, but you can’t
see them. Press More to view the additional soft keys.
Entering Data and Updating Fields
You can enter information and edit fields using the dialpad keys on the phone console.
Before you use the dialpad keys to enter information in fields, you can select Encoding or
Mode to specify how you want to enter information:
Mode—enables you to enter just numbers, or text in title case, lowercase, or uppercase
characters.
Encoding—enables you to enter alphanumeric and special characters—including all the
options available when you select Mode—as well as characters in special languages.
The following tables list the Mode and Encoding options.
Options Available
When You Select
Mode
Options Available When You Select Encoding
Abc
Abc
ABC
ABC
abc
abc
123
123
ASCII (for regular text)
Latin (to enter accented characters)
Katakana (for Japanese characters)
Unicode (to store characters as double bytes)
Cyrillic (for Russian characters)