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User Guide for the Polycom®
CX700 IP Phone
®
Microsoft Lync™ 2010 Edition
| December 2010 | 1725-31402-001 Rev. C
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Trademark Information ® POLYCOM , the Polycom “Triangles” logo and the names and marks associated with Polycom’s 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
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About This Guide Thank you for choosing the Polycom® CX700 IP phone which enables a new era in unified communications currently unavailable with traditional desktop ® phones. Connecting a Polycom CX700 phone to Microsoft Lync™ 2010 or to a computer running Microsoft Lync 2010 allows you to place regular and Voice over Internet Protocol (VoIP) calls, answer calls, forward calls, keep a record of all calls, start a conference call, and click to call from a list of your personal contacts thro
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User Guide for the Polycom CX 700 IP Phone Major updates have occurred to the following sections since the previous edition: • Answering Calls on page 3-3 • Hosting Conference Calls on page 3-6 • Transferring Calls on page 3-8 • Forwarding Calls on page 3-10 • Using Voice Mail on page 3-11 iv
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Contents About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii Changes to This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . –iii 1 Getting Started with Your Phone . . . . . . . . . . . . . . . . . . . . 1–1 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2 Assembling Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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User Guide for the Polycom CX700 IP Phone Choosing a Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Call Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12 Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14 Adding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14 Deleting Contacts . . . .
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1 Getting Started with Your Phone This chapter provides basic installation instructions and information for obtaining the best performance with the Polycom® CX700 IP phone. The Polycom CX700 IP phone provides a complete phone experience for Microsoft® Lync™ 2010. The graphic display features flexible navigation using its touch screen capabilities, the navigation wheel just below the screen, or the traditional number keypad. The Polycom CX700 IP phone supports advanced functionality includin
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User Guide for the Polycom CX700 IP Phone Parts List The following components are included in your Polycom CX700 IP phone package: • Polycom CX700 IP phone • handset & handset cord • Network Cable • USB cable 1 - 2
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Getting Started with Your Phone • Quick Start Guide and registration card Check this list before installation to ensure that you have received each item. If you are missing any items, contact your system administrator. Assembling Your Phone This section describes how to assemble your Polycom CX700 IP phone: • Connect handset and headset (optional) • Connect to the network • Connect to your computer using USB cable (optional) • Adjust phone base If your phone is already assembled, go directly t
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User Guide for the Polycom CX700 IP Phone A list of supported headsets is available in the Voice section of Polycom’s Support web site at http://www.polycom.com/global/documents/support/technical/products/voice/CX200 _700_Headset_Compatibility.pdf. If headsets are deployed in high static environments where users frequently disconnect and re-connect the headset to the phone, it is possible that the phone can be damaged by electrostatic discharge (ESD). Note You should take precautions to avoi
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Getting Started with Your Phone For more information on logging in, refer to Logging in on Your Phone on page 1-8. Connecting to Your Computer Using a USB Cable You can connect your Polycom CX700 IP phone to your computer using a USB cable. The advantages of this connection include: • Computer sign-in. If you are logged into Microsoft Lync 2010 on your computer, you are automatically logged in on your phone. • Making a one-click audio call. Each contact in your contact list has a default nu
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User Guide for the Polycom CX700 IP Phone 3 Connect the Type B USB connector (flat end) of the USB cable to your computer. Type “A” USB Connector Type “B” USB Connector The connection between your Polycom CX700 IP phone and your computer is detected (as shown below). 4 Do one of the following: — Select the Sign in on phone instead soft key to log into your Polycom CX700 IP phone. To continue logging in, refer to Logging in on Your Phone on page 1-8. — Log in from Microsoft Lync 2010. 1 - 6
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Getting Started with Your Phone Adjusting the Phone Base To adjust the base: 1 Push the button on the back of the Polycom CX700 IP phone to adjust the viewing angle. 2 Select an angle that best suits you by moving the base up or down. Features of Your Phone 13 12 1 11 5 8 6 3 9 7 4 2 10 The features of the Polycom CX700 IP phone are: 1 Graphic Display—Shows information about calls, messages, time, date, and other relevant data and allows you to enter commands and select contacts through the
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User Guide for the Polycom CX700 IP Phone 2 Presence Status Indicator—Indicates your presence state. For more information, refer to Changing Your Presence Information on page 3-12. 3 Scroll wheel—Navigates up and down the contact list and other elements of the user interface. 4 Select Key—Selects the highlighted information. 5 Help Key—Displays help for the currently displayed screen. 6 Microphone Mute Key—Mutes local audio during calls so that others cannot hear you. 7 Volume Key—Use to adj
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Getting Started with Your Phone To log in on the Polycom CX700: 1 After the initial Microsoft Unified Communications introduction screen appears, the setup screen will appear. Follow the instructions for setting up the touch screen. The Sign In screen appears on the graphic display. 2 Using the graphic display’s soft keyboard, enter the following: — Your Microsoft Lync 2010 sign-in name (for example, user1@polycom.com) — Your network domain and username (for example, polycom\user1) — Your pa
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User Guide for the Polycom CX700 IP Phone 4 Do one of the following steps: — Enter a six digit personal identification number (PIN) of your choice using the dial pad, re-enter the same PIN, and then press the OK soft key. For example, enter “123456” twice. — Press the Use fingerprint instead soft key. The Create Fingerprint ID screen appears. 1 - 10
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Getting Started with Your Phone — Follow the on-screen instructions to register your fingerprint. After completing the PIN or fingerprint registration process, the Contact List screen appears. Usage Guidelines To make a selection on the graphic display, either use your finger or the scroll wheel and the Select key. To access the Help on the phone, press the Help key, and then tap Contents. To navigate through menus, to enter data, and instructions on how to use Microsoft Lync 2010, refer to
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User Guide for the Polycom CX700 IP Phone 1 - 12
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2 Customizing Your Phone You can customize your Polycom® CX700 IP phone by adjusting the setting for time and date, display contrast, and ring type, and other features. You can add contacts to the phone’s directory manually or from call lists. You can handle incoming calls from different contacts in different ways. This chapter provides basic operating instructions for customizing your Polycom CX700 IP phone. This chapter contains instructions on: • Configuring Basic Settings • Managing Call
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User Guide for the Polycom CX700 IP Phone • High contrast setting • Text telephone (TTY) setting • Your password • Your PIN or fingerprint ID • User who is currently logged into the phone • Touch screen’s calibration You can also view the current phone network settings. You must be logged in to configure the basic settings on your Polycom CX700 IP phone. Changing Date and Time Format The date and time appears on the graphic display of the Polycom CX700 IP phone. The phone obtains the date and
