Yealink CP960 Skype for Business User manual

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GNU GPL INFORMATION
Yealink CP960 Skype for Business phone firmware contains third-party software under the GNU General Public
License (GPL). Yealink uses software under the specific terms of the GPL. Please refer to the GPL for the exact terms
and conditions of the license.
The original GPL license, source code of components licensed under GPL and used in Yealink products can be
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About This Guide
v
About This Guide
Yealink CP960 phone with the Skype for Business firmware enables a new era in unified
communications. It is designed to work with the Skype for Business Server. Connecting a
Yealink CP960 Skype for Business phone to the Skype for Business Server allows you to place
regular and Voice over Internet Protocol (VoIP) calls, answer calls, forward calls, conduct a
Skype for Business conference call, and dial from your Skype for Business directory list through
integration with Microsoft’s Active Directory.
This guide provides everything you need to quickly use your new phone. First, verify with your
system administrator that the IP network is ready for phone configuration. Also be sure to read
the Quick Start Guide in your phone package before you set up and use the phone. As you read
this guide, keep in mind that some features are configurable by your system administrator.
Read the Yealink Products Regulatory Notices guide for all regulatory and safety guidance
In This Guide
Topics provided in this guide include:
Chapter 1 Overview
Chapter 2 Getting Started
Chapter 3 Customizing Your Phone
Chapter 4 Basic Call Features
Chapter 5 Advanced Phone Features
Chapter 7 Troubleshooting

Table of Contents
VI
Table of Contents
About This Guide ........................................................................... v
In This Guide ..............................................................................................................................................................v
Table of Contents......................................................................... VI
Overview .........................................................................................1
Hardware Component Instructions ..................................................................................................................1
Icon Instructions.......................................................................................................................................................3
LED Instructions........................................................................................................................................................4
User Interfaces ..........................................................................................................................................................4
Phone User Interface ..........................................................................................................................................5
Web User Interface..............................................................................................................................................6
Features Configurable via Phone/Web User Interface..........................................................................7
Documentations .......................................................................................................................................................9
Getting Started.............................................................................10
Phone Initialization............................................................................................................................................... 10
Signing into Skype for Business ...................................................................................................................... 11
PIN Authentication........................................................................................................................................... 12
User Sign-in......................................................................................................................................................... 13
Web Sign-In ........................................................................................................................................................ 14
Signing Out of Skype for Business................................................................................................................. 17
Presence Status...................................................................................................................................................... 17
Changing Presence Status............................................................................................................................. 19
Resetting Presence Status ............................................................................................................................. 20
Touch Screen Display .......................................................................................................................................... 21
Dialing Screen .................................................................................................................................................... 22
Favorites Screen ................................................................................................................................................ 23
History Screen .................................................................................................................................................... 23
Contacts Screen................................................................................................................................................. 24
Calls Screen ......................................................................................................................................................... 24
Navigating Menus and Fields........................................................................................................................... 26
Entering Data and Editing Fields..................................................................................................................... 26
Using the On-screen Keyboard................................................................................................................... 26
Using the Onscreen Dial Pad ....................................................................................................................... 30
Phone Status........................................................................................................................................................... 30

Table of Contents
VII
Viewing the Phone Status ............................................................................................................................. 30
Basic Network Settings ....................................................................................................................................... 32
Configuring the DHCP .................................................................................................................................... 32
Configuring the Static IPv4 Address.......................................................................................................... 33
Configuring the Static IPv6 Address.......................................................................................................... 33
Customizing Your Phone.............................................................35
General Settings .................................................................................................................................................... 35
Screen Saver........................................................................................................................................................ 35
Power Saving ...................................................................................................................................................... 36
Backlight............................................................................................................................................................... 39
Language.............................................................................................................................................................. 40
Time & Date........................................................................................................................................................ 41
Administrator Password ................................................................................................................................. 44
Key as Send ......................................................................................................................................................... 44
Phone Lock.......................................................................................................................................................... 45
Audio Settings........................................................................................................................................................ 50
Volume.................................................................................................................................................................. 50
Phone's Ringtone.............................................................................................................................................. 50
Key Tone............................................................................................................................................................... 51
Contact Management ......................................................................................................................................... 52
Searching for Contacts ................................................................................................................................... 52
Skype for Business Directory........................................................................................................................ 53
Local Directory ................................................................................................................................................... 56
Placing Calls to Contacts................................................................................................................................ 68
Call History Management.................................................................................................................................. 68
Viewing History Records ................................................................................................................................ 68
Placing a Call from History Records .......................................................................................................... 69
Adding Local Contacts from History Records ....................................................................................... 69
Deleting History Records............................................................................................................................... 70
Configuring Contact Avatar.......................................................................................................................... 71
Disabling History Record ............................................................................................................................... 71
Dial Plan.................................................................................................................................................................... 72
Dial-now ................................................................................................................................................................... 72
Delay Time for Dial-Now Rule ..................................................................................................................... 73
Basic Call Features........................................................................75
Placing Calls ............................................................................................................................................................ 75
Placing a Call ...................................................................................................................................................... 76
Placing Multiple Calls ...................................................................................................................................... 76
Placing a Call from the Search Results List............................................................................................. 76
Dialing the Hotline Number ......................................................................................................................... 77
Answering Calls...................................................................................................................................................... 78

Table of Contents
VIII
Answering When Not in Another Call ...................................................................................................... 78
Answering When in Another Call ............................................................................................................... 78
Answering Calls Automatically .................................................................................................................... 79
Configuring the Call Waiting........................................................................................................................ 79
Ending Calls............................................................................................................................................................. 80
Call Mute .................................................................................................................................................................. 81
Call Hold/Resume ................................................................................................................................................. 81
Call Forward ............................................................................................................................................................ 83
Static Forwarding.............................................................................................................................................. 83
Dynamic Forwarding ....................................................................................................................................... 90
Team-Call Group ................................................................................................................................................... 91
Team-Call Ringtone ......................................................................................................................................... 91
Response Groups .................................................................................................................................................. 92
Response Group Ringtone............................................................................................................................ 92
Call Queue ............................................................................................................................................................... 93
Inbound Private Line............................................................................................................................................ 93
Private Line Tones............................................................................................................................................. 94
Call Transfer............................................................................................................................................................. 95
Blind Transfer...................................................................................................................................................... 95
Consultative Transfer....................................................................................................................................... 96
Skype for Business Conference ....................................................................................................................... 96
Initiating a Skype for Business Conference Call.................................................................................... 96
Viewing the Conference Information......................................................................................................100
Viewing the Conference Participants......................................................................................................100
Managing the Conference Participants .................................................................................................101
Calendar..................................................................................................................................................................105
Setting up an Appointment in Outlook .................................................................................................106
Setting up a Meeting in Outlook..............................................................................................................107
Setting up an Event in Outlook.................................................................................................................109
Setting up a Skype Conference in Outlook ..........................................................................................110
Using the Calendar.........................................................................................................................................111
Parking and Retrieving Calls on the Skype for Business Server .......................................................120
Parking Skype for Business Calls ..............................................................................................................121
Retrieving Parked Skype for Business Calls..........................................................................................121
Group Call Pickup ...............................................................................................................................................122
Boss-Admin ...........................................................................................................................................................123
Assigning/Removing Delegates................................................................................................................124
Viewing the Delegates Group....................................................................................................................126
Viewing the Boss Group...............................................................................................................................126
Using the Boss-Admin Feature..................................................................................................................127
Voicemail................................................................................................................................................................132
Leaving the Voicemail...................................................................................................................................132
Managing the Voicemail..............................................................................................................................133

Table of Contents
IX
Advanced Phone Features.........................................................138
E911..........................................................................................................................................................................138
E911 Location Tip ...........................................................................................................................................138
Adding the Location Information.............................................................................................................140
Selecting the Location Mode .....................................................................................................................141
Viewing the Location Information ...........................................................................................................142
Emergency Call ................................................................................................................................................142
Hot Desking ..........................................................................................................................................................143
Configuring the Hot Desking.....................................................................................................................144
Signing in with the Hot Desking User ....................................................................................................144
Signing out from the Hot Desking User ................................................................................................145
Common Area Phone........................................................................................................................................146
Configuring a Common Area Phone.......................................................................................................146
Signing into a Common Area Phone Account ....................................................................................147
Signing Out of a Common Area Phone .................................................................................................151
Branch Office Resiliency ...................................................................................................................................151
Troubleshooting.........................................................................153
Troubleshooting Solutions..............................................................................................................................153
Regulatory Notices ....................................................................162
Service Agreements ...........................................................................................................................................162
Limitations of Liability .......................................................................................................................................162
Safety Instructions ..............................................................................................................................................162
Appendix A - Time Zones..........................................................164

Overview
1
Overview
This chapter provides the overview of the CP960 Skype for Business phone. Topics include:
Hardware Component Instructions
Icon Instructions
User Interfaces
Documentations
For more information or assistance with your new phone, contact your system administrator.
Hardware Component Instructions
The following figure displays the hardware features on the CP960 Skype for Business phone:

Overview
2
Hardware component instructions of the phone are:
Item
Description
①
Three Internal
Microphones
Provide 20-feet and 360-degree coverage to transmit
sound to other phones.
②
Mute Touch Keys
• Indicate phone statuses.
• Toggle mute feature.
③
Speaker
Provides hands-free (speakerphone) audio output.
④
Touch Screen
5 inch (720 x 1280) capacitive (5 point) touch screen, tap to
select items and navigate menus.
Shows information about calls, messages, time, date and
other relevant data:
• Call information—caller ID, call duration
• Icons (for example, )
• Missed call list or second incoming caller information
• Prompt text (for example, “Saved successfully”)
• Time and date
⑤
Volume Touch Keys
Adjust the volume of the speaker, ringer or media.
⑥
HOME Touch Key
Returns to the idle screen.
⑦
Security Slot
Allows you to connect a universal security cable to your
phone so you can lock down your phone. The phone will
not be removed after locked.

Overview
3
Item
Description
⑧
3.5mm Audio-out
Port
Allows you to connect an optional external speaker.
⑨
Wired Mic Ports
Allow you to connect CPE90 to your phone (optional).
⑩
USB Ports
Allow you to connect an optional USB flash drive or CPW90
charging cradle.
⑪
Micro USB Port
Allows you to connect a PC and turn CP960 into an external
speaker and microphone for your PC.
It is unavailable under current firmware.
⑫
Network Port
Allows you to connect the phone to wired network.
Icon Instructions
Icons appearing on the touch screen are described in the following table:
Icons
Description
Local Favorites
Search for contacts
Enter message center
Received Calls
Placed Calls
Missed Calls
Forwarded Calls
Location is not set
Voicemail
Unread voicemail
Read voicemail

Overview
4
Icons
Description
Auto Answer
Enable the conference announcement
Conference organizer
Conference presenter
Conference/Phone lock
Ringer volume is 0
Private conference
LED Instructions
Mute touch key LED indicators on the Skype for Business phone：
LED Status
Description
Red
The phone is initializing.
The phone is muted.
Flashing red
The phone is ringing.
Green
The phone is placing a call.
There is an active call on the phone.
Off
The phone is powered off.
The phone is idle.
User Interfaces
There are two ways to configure your Skype for Business phone:
Via phone user interface
Via web user interface
You can perform all call operations and change basic configuration settings directly on the
phone. But if you want to access all configuration settings, you should use web user interface
instead. In most cases, it is possible to configure your Skype for Business phone via both phone
user interface and web user interface. While in some particular cases, only via phone user
interface or via web user interface is available for you to operate or configure your Skype for
Business phone. This guide mainly takes phone user interface as an example.

Overview
5
Phone User Interface
You can customize your phone by tapping More from the Home screen. The Advanced option
is only accessible to the administrator, and the default administrator password is “admin” (case-
sensitive). For more information on customizing your phone with the available options from the
phone user interface, refer to Customizing Your Phone on page 35.
Menus are used to access information and configure the phone.

Overview
6
The figure below shows the phone's menus and submenus.
Web User Interface
In addition to the phone user interface, you can also customize your phone via web user
interface. In order to access the web user interface, you need to know the IP address of your
new phone. To obtain the IP address, tap More->Status->General on the phone when the

Overview
7
phone is idle. Enter the IP address (for example, http://192.168.0.10 or 192.168.0.10 for IPv4;
http://[2005:1:1:1:215:65ff:fe64:6e0a] or [2005:1:1:1:215:65ff:fe64:6e0a] for IPv6) in the address
bar of a web browser on your PC. The default administrator user name and password are both
“admin”(case-sensitive).
Navigating the Web User Interface
When you log into the web user interface successfully, the phone status is displayed on the first
page of the web user interface. You can click each menu to customize or click Log out to log
out of the web user interface.
The following figure is an example that navigates to Settings->Preference:
Features Configurable via Phone/Web User Interface
The main features you can customize for the Skype for Business phone via phone user interface
and/or via web user interface are listed in the following table:
Features
Phone User Interface
We User Interface
Network Settings
--Basic Network Settings
--DHCP
√
√
--IPv4
√
√
--IPv6
√
√
Registration
--PIN Authentication
√
√

Overview
8
Features
Phone User Interface
We User Interface
--User Sign-in
√
√
--Web Sign-in
√
√
--CAP Provisioning
√
X
Basic Phone Settings
--Screen Saver
√
X
--Power Saving
X
√
--Backlight
√
√
--Language
--Phone Language
√
X
--Web Language
X
√
--Time & Date
--SNTP Settings
√
√
--Manually Settings
√
√
--Time & Date Format
√
√
--Administrator Password
√
√
--Key As Send
√
√
--Phone Lock
√
√
--Audio Settings
--Key Tone
√
√
--Phone Ring Tone
√
√
--Contact Management
--Local Directory
√
√
--Skype for Business
Directory
√
X
--Call History Management
--History Management
√
√
--History Settings
√
√
--Dial Now
X
√
Basic Call Features
--Hotline
√
√

Overview
9
Features
Phone User Interface
We User Interface
--Auto Answer
√
√
--Call Waiting
√
√
--Call Forward
√
X
--Call Transfer
√
X
--Calendar
X
√
--Call Park/Retrieve
√
X
--Voice mail
√
X
Advanced Phone Features
--E911 Location Tip
X
√
--Privacy Mode
√
X
--Hot Desking
√
√
--Common Area Phone
√
√
Note
Documentations
The following table shows documentations available for the CP960 Skype for Business phone.
Name
Contents
Where found
Language
Quick Start Guide
Basic call features
and phone
customizations
In the package/
On the website
English/Chinese
User Guide
Phone/Web user
interface settings
Basic call features
and Advanced phone
feature
On the website
English/Chinese
Note
You can download the latest documentations online:
http://support.yealink.com/documentFront/forwardToDocumentFrontDisplayPage .
The table above lists most of the feature options. Please refer to the relevant sections for more
information.

Getting Started
10
Getting Started
This chapter provides the following basic installation instructions and information for obtaining
the best performance with the CP960 Skype for Business phone. Topics include:
Phone Initialization
Signing into Skype for Business
Signing Out of Skype for Business
Presence Status
Touch Screen Display
Navigating Menus and Fields
Entering Data and Editing Fields
Phone Status
Basic Network Settings
For more information or assistance with your new phone, contact your system administrator.
Phone Initialization
After your phone is powered on, the system boots up and performs the following steps:
Automatic Phone Initialization
The phone finishes the initialization by loading the saved configuration. The touch screen
displays "Initializing…" during the initialization.
DHCP (Dynamic Host Configuration Protocol)
The phone attempts to contact a DHCP server in your network to obtain valid IPv4 network
settings (e.g., IP address, subnet mask, default gateway address and DNS address) by default.
After the phone finishes the initialization, the sign-in screen appears on the touch screen.
Note
If your network does not use DHCP, proceed to Basic Network Settings on page 32.

Getting Started
11
Signing into Skype for Business
After the initialization, the idle screen appears. The idle screen will be shown as below:
From the idle screen, you can view phone status, configure call features or phone settings.
You can tap Sign in to enter the sign-in screen. The sign-in screen is shown as below:
Tap to return to the idle screen.
Skype for Business users are authenticated by Microsoft Active Directory Domain Service. The
following three sign-in methods are available:
PIN Authentication: This method uses the user’s phone number (or extension) and
personal identification number (PIN) to sign into Skype for Business Server. This sign-in
method is only applicable to On-Premises account.
User Sign-in: This method uses the user’s credentials (sign-in address, user name, and
password) to sign into Skype for Business Server. This sign-in method is applicable to On-
Premises account and Online account.