Poly Edge B Series, User Manual

Page 1: ...administering Poly Polycom products or services go to Polycom Support Plantronics Inc Poly formerly Plantronics and Polycom 345 Encinal Street Santa Cruz California 95060 2021 Plantronics Inc All rights reserved Poly the propeller design and the Poly logo are trademarks of Plantronics Inc All other trademarks are the property of their respective owners ...

Page 2: ...dicators 15 Entering Characters 15 Find the Phone s IP Address 16 Accessibility Features 16 Users Who Are Deaf or Hard of Hearing 16 Users with Limited Mobility 17 Users Who Are Blind Have Low Vision or Have Limited Vision 17 Logging In to Your Phone 18 Log In to the System Web Interface 18 Log In to a Phone as a Guest 18 Audio Calls 19 Placing Calls 19 Place a Call 19 On Hook Dialing 19 Place a C...

Page 3: ...rward Calls on No Answer 25 Manually Forward an Incoming Call 26 Conference Calls 26 Start a Conference Call 26 Add a Contact to a Conference Bridge 26 Shared Lines 27 Shared Line Appearance 27 Busy Lamp Field BLF 28 Call Lists and Directories 30 Managing Contacts 30 Search for a Contact 30 Add a Contact 31 View Contact Information 31 Edit a Contact 31 Delete a Contact 31 Delete All Contacts 32 Ad...

Page 4: ...ry 36 Delete a Speed Dial Entry 37 Buddy Lists 37 Set Your Buddy List Presence 37 Set Your Buddy List Status 38 Buddy List Management 38 Buddy Groups 38 Expanded Buddy Lists 38 Paging and Broadcasting Messages 39 Send a Group Page 39 Disconnect from a Group Page 39 Enable Auto Answer Paging 40 Disable Auto Answer Paging 40 Join a Page Group 40 Leave a Page Group 40 Poly Edge B Series IP Phone Sett...

Page 5: ...nce 49 Disable Acoustic Fence 49 Dialing Autocomplete 49 Enable Dialing Autocomplete 49 Disable Dialing Autocomplete 50 Enable Automatic Home Page 50 Select the Display Font 50 Pack Calls On Display 51 Enable Pack Calls On Display 51 Disable Pack Calls On Display 51 Phone Accessories 52 Using a Headset with Your Phone 52 Change Your Preferred Headset 52 Electronic Hookswitch 52 Change Your Preferr...

Page 6: ...ing up your network and configuring features Deployment Guide Provides detailed information about deploying phones and setting up initial configurations OBiPhoneXML API Guide Provides detailed information about creating and using OBiXML apps on your phone Regulatory Notices Provides information for regulatory and safety guidance Related Poly and Partner Resources See the following sites for inform...

Page 7: ...esellers distributors solutions providers and unified communications providers deliver high value business solutions that meet critical customer needs making it easy for you to communicate face to face using the applications and devices you use every day The Poly Services help your business succeed and get the most out of your investment through the benefits of collaboration Privacy Policy Poly pr...

Page 8: ...onment may determine them As a result some features may not be enabled or may operate differently on your device Additionally the examples and graphics in this guide may not directly reflect available options or what your device screen displays Overview of Phone Hardware and Keys Use the following figures and tables to understand hardware features available on your Poly phone For more information ...

Page 9: ...nce Number Feature Feature Description 1 Hookswitch Holds the handset and ends calls 2 Line keys Select a phone line view calls on a line or quickly call a favorite contact Note Edge B10 and Edge B20 phones have two line keys Edge B30 phones have four line keys 3 Back key Return to the previous screen 4 Status indicator Alerts you to changes in the phone s status such as missed calls voicemails an...

Page 10: ...s letters and special characters Use the dialpad keys to select menu items that have index numbers 13 Volume keys Adjust the volume of the handset headset speaker and ringer 14 Transfer key Transfer an active call to a contact 15 Hold key Hold an active call or resume a held call Securing Your Phone with the Security Slot Fasten one end of a universal security cable to a desk or table and the othe...

Page 11: ...s assigned the Call Appearance function the VLKW displays the caller s name or number during a call Press the VLK to perform the assigned function or press and hold down the VLK to see additional information about the function assigned to the VLK Call Keys You can assign the Call Appearance function to any VLK The VLK becomes a call key that supports a single call To make or receive calls you must...

Page 12: ...voice service that it monitors Speed Dial Shows the configured speed dial number if assigned If the speed dial is bound to a service it also shows the name of the service If the speed dial has a display name configured the VLKW shows the display name for example John Seymour Do Not Disturb Off On If the function is bound to a specific voice service it s applied to incoming calls on that service on...

Page 13: ...a call This function cannot be bound to any specific voice service Hold The VLKW shows how many calls are currently in a Holding State The LED turns green if there s at least one call in the Holding State This function cannot be bound to a specific voice service Add to Conference Add all calls that are in the Holding State to the current conversation or conference call The VLKW shows how many call...

Page 14: ...ne provides a wide range of features Become familiar with how to access the home screen calls screen and more Access the Home Screen The Home screen launches automatically when the phone starts up Procedure Press Home to access the Home screen Calls Screen The Calls screen displays one or more active calls on your phone It displays automatically when you place or receive a call Use it to manage ca...

Page 15: ...l End Steady green Dialing User is entering a target number to call End Steady green Trying Trying to call the dialed number but the called party hasn t started ringing yet End Steady green Peer ringing The called party is ringing End Fast blinking green Ringing An incoming call is ringing the phone Reject Answer Fast blinking green Connected Connected on a call and both sides are talking End Hold...

Page 16: ...progress Entering Characters The phone uses text dialogs to indicate fields where you can enter text An example is Enter Admin Password A text icon at the lower right bottom indicates the current input mode The phone supports four input modes abc Alphanumeric input with no assumption about capitalization Abc Alphanumeric input with the assumption that the first character of every word is capitaliz...

Page 17: ... Hearing Accessibility Feature Description Visual message indicators An indicator light flashes or onscreen icons display to indicate that you have new messages Adjustable ringtone and volume You can change the ringtone based on call type or assign a specific ringtone to a contact You can also change the volume of the ringer Adjustable call volume While in a call you can raise or lower the volume ...

Page 18: ...angle on your desktop Users Who Are Blind Have Low Vision or Have Limited Vision Poly phones include features that enable users who are blind have low vision or have limited vision to use the phone The following table lists the accessibility features for users who are blind have low vision or have limited vision Accessibility Features for Users Who Are Blind Have Low Vision or Have Limited Vision ...

Page 19: ...mation Procedure 1 Enter the phone s IP address into your web browser using the format http 000 000 0 0 user 2 Enter the login credentials The default username and password are both user Log In to a Phone as a Guest If enabled log in to another phone as a guest until you log out manually or via a server triggered log out The guest login feature is also known as a hoteling or hot desk feature on so...

Page 20: ...ing the handset speakerphone or headset Procedure Do one of the following Lift the handset from the cradle enter the number and press the Dial softkey Enter a number using the dialpad then press the speakerphone button Enter a number using the dialpad then press the headset button On Hook Dialing You can enter a number before you lift the handset from the cradle using on hook dialing also called p...

Page 21: ...all softkey Place an Anonymous Call Place outgoing calls without showing your own ID to the person you re calling by enabling the anonymous call feature before placing a call Procedure 1 Select Home 2 Go to Preferences Anonymous Call 3 Press the Enable softkey 4 Place a call Edit a Contact Number Before Dialing Edit a contact s number before dialing This enables you to input star codes or other di...

Page 22: ...er softkey Answer a Call When in a Call When you re in an active call and an incoming call arrives on the same or a different line a call waiting tone beeps and the Incoming Call screen displays If you don t answer the call within 10 seconds the Incoming Call screen disappears and the Calls screen displays Procedure Do one of the following Press the Answer softkey Press the call key to which the i...

Page 23: ...Ignoring or Rejecting Incoming Calls When you receive an incoming call choose to ignore or reject the call instead of answering Reject or ignore an incoming call reject incoming calls from a specific contact or enable Do Not Disturb to reject all calls for a brief period of time Reject an Incoming Call When you receive an incoming call the phone rings and the Call screen displays Manually ignore o...

Page 24: ...isable softkey 4 Select Home to exit Preferences and confirm your selection Reject Anonymous Calls Automatically reject calls coming from anonymous numbers Procedure 1 Select Home 2 Go to Preferences Block Anonymous Call 3 Press the Enable softkey Transferring Calls Transfer a call to another contact and choose the transfer type you want to use for the call Transfer a Call Transfer a call to anoth...

Page 25: ... park slot unique identifier Self parking You find the available call park slots and choose one of them Valet parking The system chooses an available slot to park the call You can request a certain range of numbers for the parked call slot Associate the phone extension with a call park slot Use the phone extension of the phone parking the call as the unique call park slot ID Call Forwarding The ph...

Page 26: ...tion to Enabled b Enter the call forward number in the Destination Number field c Press Enter to cycle through the list of voice services 5 Select Home to exit Preferences and confirm your selection Forward Calls on No Answer Set up the phone to forward calls when you don t answer Procedure 1 Select Home 2 Go to Preferences Call Fwd Busy 3 Press the Edit softkey 4 Configure the following settings ...

Page 27: ...the contact answers press the Hold softkey 3 Call additional contacts 4 When the contacts answer highlight the held call on the Calls screen and select Add to Conf Add a Contact to a Conference Bridge During an existing conference call you can add participants to the call to create a bridge conference call When using an external conference bridge the conference bridge limits the conference size Ea...

Page 28: ...service List of All SCA States Icon SCA State Description Available Operations LED Pattern Seized A phone with the shared line has seized the SCA to make an outgoing call None Fast blinking green Trying A phone with the shared line is trying to place an outgoing call None Medium blinking green Ringing A phone with the shared line is placing an outgoing call and the called party is ringing None Fas...

Page 29: ... more events can happen at the same time but the LED pattern shows only one event at a time List of All BLF States Icon BLF Event Description Available Operation LED Pattern Ringing The monitored extension is ringing Answer the call Fast blinking green Busy The monitored extension is on a call or making a call Barge in to do one of the following Fully participate in the call or conference Listen t...

Page 30: ...Icon BLF Event Description Available Operation LED Pattern Offline The monitored extension is offline None Off Shared Lines 29 ...

Page 31: ... contact information screens Groups Lists the contact groups configured on the phone Managing Contacts You can store a large number of contacts in the phone book add additional contacts view and update a contact s information and delete contacts When you highlight a contact the following softkeys display Call Edit Dial New Entry Group Filter Import Remove All Note The options available may vary de...

Page 32: ...b title label or email address Procedure 1 Go to Contacts Phone Book 2 Select a contact and press Enter Edit a Contact After you add a contact to your phone book update the contact s information Procedure 1 Go to Contacts Phone Book 2 Select a contact and press Enter 3 Highlight the field you want to edit then press Enter 4 Enter information into the field then press the Enter softkey 5 Repeat the...

Page 33: ...ct softkey 5 Press the Save softkey Customize the Phone Book Display Choose which fields to include in your phone book entries The phone displays only the information you decide to show for each phone book entry Note Fields included in the contact entries are denoted with a green check icon Procedure 1 Go to Contacts Fields 2 Select the field you want to include in contact entries and press Enter ...

Page 34: ...creen contains four call history listings Each list is in ascending order with the most recent call listed first Each listing shows the caller s name number the time of the call the call duration and an icon indicating the type of the call missed received or outgoing The four types of call history lists are All Calls All calls displayed in one combined list Received Calls Incoming calls answered o...

Page 35: ...all an Entry from the Call History List Call people that are in your call history list even if they aren t a saved contact Procedure Highlight an entry and press the Call softkey Edit and Dial a Number from the Call History List Prepopulate the dial window with a number from the call history list and edit it before dialing For example you can add a star code to the beginning of the number Procedur...

Page 36: ...ctories Manually refresh your network directories after launching the Network Directories app Procedure Press the Refresh All softkey Using Speed Dial Your phone has 99 configurable speed dial numbers Invoke these speed dial numbers by dialing the corresponding one or two digit number for example 1 through 99 Speed dial 99 numbers aren t related to the speed dial feature keys Available softkey opt...

Page 37: ...a line key Procedure 1 Press and hold down the feature key until the Speed Dial menu displays 2 Press the Phone Book softkey 3 Select a contact and press Enter 4 Select Home to save the speed dial number Add a Speed Dial Entry Add up to 99 speed dials Procedure 1 Go to Settings Speed Dials 99 2 Select an empty speed dial entry 3 Press the Edit softkey 4 Enter the speed dial s name and a phone numb...

Page 38: ...the buddy list consists of the following information Display Name optional The display name of the user Phone Number optional The number of the user Status optional A short message indicating your status For example On a break back at 1PM Presence Displays one of the following values Icon Presence Offline Invisible Online Available DND Away Set Your Buddy List Presence Set your presence to broadca...

Page 39: ...orm these operations from a web browser and log in with the same account credentials to manipulate the buddy list The phone picks up the changes to the buddy list in that account automatically Buddy Groups Divide a buddy list into groups such as Friends or Coworkers A contact can belong to more than one group or no group at all By default all contacts in a buddy list are in the All group Most budd...

Page 40: ...to that page group hear the broadcast Procedure 1 Press the Group Page feature key 2 Do one of the following Press and hold the Group Page feature key to talk to the group If your administrator enabled one touch sending press and release the Group Page feature key to talk To stop talking press the Group Pagefeature key again Disconnect from a Group Page After you join a group page you continue to ...

Page 41: ... Auto Answer Page 2 Do one of the following Press Enter Press the Disable softkey 3 Select Home to exit Preferences and confirm your selection Join a Page Group Add your phone to one or two page groups within your location By default the phone isn t added to a page group Procedure 1 Go to Preferences Join Page Group N 2 Do one of the following Press Enter Press the Enable softkey 3 Select Home to ...

Page 42: ...2 Do one of the following Press Enter Press the Disable softkey 3 Select Home to exit Preferences and confirm your selection Paging and Broadcasting Messages 41 ...

Page 43: ...on the phone that include changing the time and date format setting a language and adjusting the screen brightness Set the Phone Language Set the phone language on the phone display The default language is US English The following list provides the preloaded languages on the phone If you want to use a custom language contact your system administrator English US Deutsch German Français French Españ...

Page 44: ...and date display in the center of your screen and you can change the format of the time and the date Change the Time Format Change the appearance of the time display The phone supports both 12 and 24 hour formats Procedure 1 Select Home 2 Go to Preferences Time Format 3 Press Enter to cycle through the available options 4 Select Home to exit Preferences and confirm your selection Change the Date F...

Page 45: ...t the amount of time the phone must be idle before the screen dims Procedure 1 Select Home 2 Go to Preferences Dim Screen Delay 3 Press the Edit softkey 4 Using the dialpad enter the number of seconds the phone is idle before the screen dims 5 Press the Save softkey Disable the Dim Screen Disable the dim screen feature to keep your screen at the set brightness even when idle Procedure 1 Select Hom...

Page 46: ...your selection Screen Savers Screen savers can either show default pictures or personal pictures stored on your phone through a USB flash drive When your phone is in screen saving mode any key press or incoming call wakes up the phone You can also configure a passcode to unlock the phone when the phone wakes up Enable the Screen Saver Enable the screen saver to have your phone automatically displa...

Page 47: ...xit Preferences and confirm your selection Make the Screen Saver a Blank Screen Set your screen saver to display a blank screen Procedure 1 Select Home 2 Go to Preferences Screen Saver Type 3 Press Enter to cycle through the available options 4 Select Blank Screen 5 Select Home to exit Preferences and confirm your selection Create a Screen Saver Passcode You can require a passcode to reactivate yo...

Page 48: ...tion Changing Audio Settings You control certain audio settings on your phone including the ringtone for incoming calls and the volume of the ringtone or call audio Set a Ringtone for Incoming Calls Change the default ringtone that plays for all incoming calls Procedure 1 Select Home 2 Go to Preferences Default Ringtone 3 Press the Edit softkey 4 Use the up and down directional keys to browse the ...

Page 49: ...ing window still opens and the LED blinks Procedure 1 Select Home 2 Go to Preferences Do Not Ring 3 Press the Enable softkey 4 Select Home to exit Preferences and confirm your selection Enable AEC Enable acoustic echo cancellation AEC to reduce or eliminate the sound of your own voice coming back through your headset from the far side of the call Procedure 1 Select Home 2 Go to Preferences AEC RJ9...

Page 50: ...ble to stop your headset from automatically filtering out noise from your environment Procedure 1 Select Home 2 Do one of the following Go to Preferences Polycom Acoustic Fence for RJ9 Headset Go to Preferences Polycom Acoustic Fence for handset 3 Press the Disable softkey 4 Select Home to exit Preferences and confirm your selection Dialing Autocomplete Dialing autocomplete shows a list of recentl...

Page 51: ...default is 1 minute Procedure 1 Select Home 2 Go to Preferences Auto Home Page 3 Press Enter to cycle through the available options 4 Select Home to exit Preferences and confirm your selection Select the Display Font Set the onscreen display font The default font is opensans The font updates with different skins but you can change the font as needed Procedure 1 Select Home 2 Go to Preferences Font...

Page 52: ...all windows making full use of the screen Procedure 1 Select Home 2 Go to Preferences Pack Calls on Display 3 Press the Enable softkey 4 Select Home to exit Preferences and confirm your selection Disable Pack Calls On Display Disable this feature to display only the current call on the screen Procedure 1 Select Home 2 Go to Preferences Pack Calls on Display 3 Press the Disable softkey 4 Select Hom...

Page 53: ...e the headset automatically when answering and placing calls Note For information on your headset s features and how to sync your headset with your phone see your headset s documentation Change Your Preferred Headset Change which headset to use when you press the headset button Note The phone automatically detects the presence of a headset Procedure 1 Select Home 2 Go to Preferences Preferred Head...

Page 54: ...ss the Disable softkey 4 Select Home to exit Preferences and confirm your selection Change Your Preferred Audio Device Specify the device speakerphone or an attached headset to use when you make or receive a call without lifting the handset or pressing the speaker headset button The default setting is speakerphone Procedure 1 Select Home 2 Go to Preferences Preferred Audio Device 3 Press Enter to ...

Page 55: ...emoves all temporary downloaded data on your phone Procedure 1 Go to Settings Clear Data Cache 2 With Clear Data Cache highlighted press Enter 3 Press the OK softkey to run the process Reboot the Phone Reboot your phone to attempt to clear issues Procedure 1 Go to Settings 2 Press the Reboot softkey 3 Select OK Product Information The Product Information screen displays relevant data about your ph...

Page 56: ...t Home 2 Go to Settings 3 Press the Factory Reset softkey Updating the Phone Firmware Occasionally the phone s firmware requires an update to receive new features enhancements and bug fixes Update Firmware in the Local Interface Update your phone s firmware through the phone s local interface Procedure 1 Go to Settings 2 Press the FW Update softkey If new firmware is available the Update Now softk...

Page 57: ...ne with a local file Procedure 1 Download the firmware file from OBiTALK com and store it on your computer 2 Open the system web interface in a web browser on the same computer 3 Select the Firmware Update link 4 Do one of the following On the firmware update page enter the path to the firmware file Select Browse to locate the firmware file on the computer Maintaining Poly Edge B Series IP Phones ...