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Software 1.1.0 | May 2014 | 3725-67893-001 Rev A
USER GUIDE
®
Polycom CX5500 Unified Conference Station for
® ™
Microsoft Lync
Polycom, Inc. 1
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Copyright ©2014, Polycom, Inc. All rights reserved. No part of this document may be reproduced, translated into another language or format, or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. 6001 America Center Drive San Jose, CA 95002 USA Polycom®, the Polycom logo and the names and marks associated with Polycom products are
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Contents About This Guide .......................................................................................................... 6 Who Should Read this Guide? .............................................................................................. 6 Conventions Used in this Guide ........................................................................................... 6 Terms and Writing Conventions .................................................................................
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Manage Active Calls ......................................................................................................................... 33 Manage Incoming Calls .................................................................................................................... 35 Redirect Calls ...........................................................................................................................
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Lock the Phone..................................................................................................................... 76 Change Your User Password ........................................................................................................... 76 Lock and Unlock Your Phone ........................................................................................................... 76 Call and Answe
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About This Guide This user guide uses a number of conventions that can help you understand specific information and perform tasks. Who Should Read this Guide? This guide contains an overview of information that is useful whether you are just starting to learn about ® ® ™ your Polycom CX5500 Unified Conference Station for Microsoft Lync or have experience and need a quick refresher. This guide is intended for beginning, intermediate, and advanced users who want to learn about the device’s
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide ● Swipe 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 does not select anything. Swiping your finger to the left or right also displays other views. ● Key This term refers to any button on the tabletop unit. Keys on the CX5500 system include the Mute
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Name Icon Description 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 device or network perfor
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Get Help and Support Resources This guide includes a Get Help section where you can find links to Polycom product and support sites and partner sites. You can also find information about The Polycom Community, which provides access to discussion forums you can use to discuss hardware, software, and partner solution topics with your colleagues. To register with the Polycom Community, you will need to create a Polycom onl
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Get Started You can make a variety of call types using the Polycom CX5500 system, as discussed in the following sections, which also introduce the CX5500 system’s hardware and how to connect, configure, and sign in using your system. This section also includes best practices for effective camera tracking. As you read this guide, keep in mind that many features are enabled or disabled by your system administrator. Your system might look different from the examples shown in this guide, and
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide The following illustration demonstrates how the panoramic video and microphones on CX5500 system works during a conference call when connected to a computer. How the CX5500 system works during conference calls Use the CX5500 System as a Conference Phone You can use the CX5500 Unified Conference Station as a full-featured conference phone. When you use the CX5500 system as a conference phone, you do not need to connec
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the CX5500 System Hardware The following figure and accompanying table introduces you to the parts of the Polycom CX5500 system, which includes the camera, microphones, and speakers. Polycom CX5500 system Feature Description 1 Camera cover 2 Cameras 3 Active video indicator 4 Microphones 5 Speaker 6 Microphone mute buttons and status indicators 7 USB 3.0 Type B connection to computer 8 USB 2.0 con
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Understand the Indicator Lights The Polycom CX5500 system’s indicator lights let you know whether the system is sending, receiving, or holding audio or video calls. The three microphone indicator lights are located on the three ends of the system’s base, and the active video indicator light is located on the underside of the camera head. See the figure Polycom CX5500 system for the location of the microphone and active
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Connect the CX5500 System to a Computer After you connect the CX5500 system to a computer, you can use the system to make video conference calls with your Microsoft Lync client. Note that the CX5500 system’s performance can vary based on the connected computer, your network connection, and the Lync client version. The computer you connect to the system must meet the minimum hardware and software requirements shown in th
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Access the Web Configuration Utility You can update phone settings from your phone using the phone’s menu commands or update settings remotely with the Polycom Web Configuration Utility. The Web Configuration Utility enables you to view and configure phone behavior from a computer using a web browser. The utility provides a browser- friendly view of your phone’s current settings and enables you to perform many of the sam
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide 2 Enter your login credentials or your phone extension and a PIN number, as shown next. A confirmation message displays when your phone successfully signs in to Lync. Troubleshooting: I can’t sign-in using my login credentials If you don’t have access to your Lync contacts, or you accidentally lock your account, see your system administrator. User Tip: Using strong passwords Follow your organization’s passwor
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Use the CX5500 System with Microsoft Lync Several steps are required for placing and answering calls using the Microsoft Lync 2013 client running on a computer that is connected to the CX5500 system. Although the following steps are applicable to Lync 2013, the steps are similar if you use Lync 2010. Note that you cannot control call activity for calls placed in the Lync client on the CX5500 system. Place a Video Call You can place calls to people and systems in your organization that
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Hang Up a Call Hanging up a call with another person automatically disconnects the other person. When you hang up from a conversation that includes multiple participants, the other participants remain connected. To hang up a call: » In Microsoft Lync, click . Adjust Audio and Video During a call, you can control the audio volume for calls placed in the Lync client on the CX5500 system. You can also control what the f
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Use the CX5500 System as a Conference Phone You can use the CX5500 system as an audio-only conference phone, navigate phone views, and perform tasks using the touchscreen, clean the touchscreen, and configure your device remotely using the Polycom Web Configuration Utility. Note that you can only control audio call features and capabilities using the touchscreen. You cannot control video features and capabilities on the system. The following sections discuss how to use the CX5500 system
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Polycom CX5500 Unified Conference Station for Microsoft Lync User Guide Troubleshooting: Why can’t I access a certain view? The views you can access depend on whether your device is in an active call or on the number of active or held calls on your system. If your device is idle, you can access Home and Lines view. If your device has one active call, you can access Home, Lines, and Active Call view. If your device has multiple calls, or one held call, you can access Home, Lines, Calls, and
