Polycom CX700, User Manual

Page 1: ...May 2009 Edition 1725 31402 001 Rev B1 User Guide for the Polycom CX700 IP Phone Microsoft Office Communications Server 2007 R2 Edition ...

Page 2: ... XP Office Communications Server Office Communicator and Office Live Meeting are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Patent Information The accompanying product is protected by one or more U S and foreign patents and or pending patent applications held by Polycom Inc and or one or more of its licensors Disclaimer Some coun...

Page 3: ...ions Server 2007 R2 refer to http www microsoft com communicationsserver en us whats new aspx This User Guide provides everything you need to quickly use your new phone Verify with your system administrator that the network is prepared for configuring your Polycom CX700 IP phone you are provisioned in Microsoft Office Communications Server 2007 R2 and your network is correctly configured As well r...

Page 4: ...User Guide Polycom CX700 IP Phone iv ...

Page 5: ...lycom CX700 IP Phone 1 7 Before You Use Your Polycom CX700 IP Phone 1 8 Phone Location 1 8 Logging in on Your Polycom CX700 IP Phone 1 8 Usage Guidelines 1 11 2 Customizing Your Polycom CX700 IP Phone 2 1 Configuring Basic Settings 2 1 Date and Time Format 2 2 Location and Time Zone 2 3 Ring Tones 2 4 Language Support 2 5 Locking and Unlocking Your Phone 2 5 Adjusting the Volume 2 7 Display Bright...

Page 6: ...s 3 5 Redialing Numbers 3 5 Muting the Microphone 3 5 Adjusting the Volume 3 5 Placing Calls on Hold 3 6 Hosting Conference Calls 3 6 Transferring Calls 3 7 Forwarding Calls 3 9 Using Voice Mail 3 10 Changing Your Presence Information 3 10 Restarting Your Phone 3 13 4 Troubleshooting Your Polycom CX700 IP Phone 4 1 Power and Startup 4 2 Controls 4 3 Access to Screens and Systems 4 4 Making and Rec...

Page 7: ...IP phone supports advanced functionality including Presence and directory enabled telephony 5 7 color touch screen Windows CE Wideband audio 2 USB ports Biometric fingerprint reader 2 10 100 switched Ethernet ports with POE This chapter contains Parts List Assembling Your Polycom CX700 IP Phone Features of Your Polycom CX700 IP Phone Before You Use Your Polycom CX700 IP Phone To customize your pho...

Page 8: ...User Guide Polycom CX700 IP Phone 1 2 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 ...

Page 9: ...onnect 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 to Features of Your Polycom CX700 IP Phone on page 1 7 Connecting the Handset and Optional Headset To connect the handset and optional headset 1 Connect one end of the phone cord to the handset and the other end of the cord to...

Page 10: ...oducts voice CX200 _700_Headset_Compatibility pdf Note 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 You should take precautions to avoid excessive static buildup in your environment This can include humidity control and removal of synthetic m...

Page 11: ...ult number that you can call by clicking the Contact card to the right of the contact Phone Audio When your your Polycom CX700 IP phone is connected to your computer with a USB cable you can receive audio through the phone s speaker for Microsoft Office Live Meeting 2007 and Microsoft Office Communicator 2007 R2 calls To connect your Polycom CX700 IP phone to your computer 1 Log into Microsoft Off...

Page 12: ...om 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 Polycom CX700 IP Phone on page 1 8 Log in from Microsoft Office Communicator 2007 R2 Type B USB Connector Type A USB Connector ...

Page 13: ...he viewing angle 2 Select an angle that best suits you by moving the base up or down Features of Your Polycom CX700 IP Phone 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 touch screen 1 2 3 4 5 6 7 8 9 10 11 12 13 ...

Page 14: ...mmunication during calls 10 Speaker For ringer and hands free audio output 11 Hookswitch and Handset Cradle 12 Dial Pad These 12 keys provide the 10 digits the 26 alphabetic characters and special characters available in context sensitive applications 13 Fingerprint Reader Allows you to log on to your Polycom CX 700 IP phone with a swipe of your finger Before You Use Your Polycom CX700 IP Phone Ph...

Page 15: ...creen The Sign In screen appears on the graphic display 2 Using the graphic display s soft keyboard enter the following Your Microsoft Office Communicator sign in name for example user1 polycom com Your network domain and username for example polycom user1 Your password 3 Select Sign In If you have connected your Polycom CX700 IP phone to your computer you can log in using Microsoft Office Communi...

Page 16: ... steps a 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 b Press the Use fingerprint instead soft key The Create Fingerprint ID screen appears ...

Page 17: ...print 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 navigate through menus to enter data and instructions on how to use Microsoft Office Communicator 2007 R2 refer to the Microsoft Office Communicator help and documentation ...

Page 18: ...User Guide Polycom CX700 IP Phone 1 12 ...

Page 19: ... Managing Call Lists Managing Contacts To read about the phone s basic features refer to Using the Basic Features of Your Polycom CX700 IP Phone on page 3 1 To troubleshoot issues with the phone refer to Troubleshooting Your Polycom CX700 IP Phone on page 4 1 If you require additional information or assistance with your new phone contact your system administrator Configuring Basic Settings You can...

Page 20: ... must be logged in to configure the basic settings on your Polycom CX700 IP phone 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 time automatically from a configured SNTP server If the phone cannot obtain the date and time the display will flash Contact your system administrator if either the date or time is incorr...

Page 21: ...ft key on the graphic display 2 Select Date Time Format then select your preferred format 3 Press the OK soft key to save your changes Location and Time Zone You have control over the location and time zone To configure the location and time zone 1 Press the Settings soft key on the graphic display ...

Page 22: ...the OK soft key to save your changes Ring Tones You can select a ring tone for incoming calls To select a ring tone 1 Press the Settings soft key on the graphic display 2 Select Ring Tones then select your preferred ring tone To hear the selected ring tone press the Play soft key 3 Press the OK soft key to save your changes ...

Page 23: ...d language is downloaded to your phone Locking and Unlocking Your Phone After a period of inactivity your Polycom CX700 phone will lock You can also lock your phone yourself for example if you are leaving your desk To lock your phone 1 Press the Settings soft key on the graphic display Note Your system administrator selects which of these languages are made available to you You will be able to sel...

Page 24: ...word that you entered when you first logged in refer to Logging in on Your Polycom CX700 IP Phone on page 1 8 If you press the Cancel soft key the phone remains locked b Enter your password using the soft keyboard then press the OK soft key c Enter a new six digit PIN twice using the dial pad then press the OK soft key Note Use the fingerprint reader to unlock your phone if you initially identifie...

Page 25: ...display 2 Select Volume 3 Using Up or Down select your desired level for ringer handset and speaker volume 4 Press the OK soft key to save your changes or the Cancel soft key to exit the Volume screen without making changes Display Brightness To adjust the brightness on the graphic display to a comfortable level 1 Press the Settings soft key on the graphic display ...

Page 26: ... Press the OK soft key to save your changes or the Cancel soft key to exit the Brightness screen without making changes Changing Your Password To change your password 1 Press the Settings soft key on the graphic display 2 Select Change Password 3 Enter your old password then enter your new password twice ...

Page 27: ...ing Users To switch to another user 1 Press the Settings soft key on the graphic display 2 Select Switch User The Sign In screen appears on the graphic display 3 Using the graphic display s soft keyboard enter the following The new user s Microsoft Office Communicator sign in name The new user s network domain and username The new user s password For more information refer to Logging in on Your Po...

Page 28: ...ic display 2 Select Calibrate Touch Screen 3 Follow the on screen instructions to set the calibration 4 Touch the graphic display a final time to finish the calibration Managing Call Lists A call log showing a list of placed and received calls can be viewed on the graphic display Note This feature requires access to Microsoft Exchange 2007 ...

Page 29: ... calls that you have missed received or placed select All To view calls that you have missed select Missed Calls To view calls that you have received select Received Calls To view calls that you have placed select Place Calls 3 To view the Contact card for a contact in the Call Log select the Contact card next to the contact name 4 When you are finished viewing the contact card select the Close Ca...

Page 30: ...ffice Communicator 2007 on your computer Deleting Contacts Entries in the contact list are deleted through Microsoft Office Communicator 2007 on your computer Placing a Call to a Contact To place a call to a contact Select the Contact card and then select the number Note The following limitations with respect to contacts exist on the Polycom CX700 IP phone The Microsoft Outlook contact list must c...

Page 31: ...mple if you press 5 all entries whose first name starts with J K and L are listed like Julie or Kevin You can dial any successful matches from the resulting information on the graphic display Viewing a Contact Group To view a Contact Group 1 On the right hand side of the graphic display select Contact Groups 2 Do one of the following steps To view a Contact Group select the group name To create a ...

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Page 33: ...ll Wheel or the touch screen to switch between these calls This chapter provides basic operating instructions for the Polycom CX700 IP phone This chapter contains instructions on Placing Calls Answering Calls Ending Calls Redialing Numbers Muting the Microphone Adjusting the Volume Placing Calls on Hold Hosting Conference Calls Transferring Calls Forwarding Calls Using Voice Mail Changing Your Pre...

Page 34: ...Select key at the center of the Scroll Wheel During a call you can alternate between Handset Headset or Speakerphone modes by pressing the Speakerphone or Headset keys or picking up the handset Call duration on an active call is monitored through a local call timer This is visible within the active call window on the graphic display In the figure below the call to 1 206 817 has lasted three second...

Page 35: ... tone enter the desired number b Dial the desired number using the dial pad Press the Speakerphone key To place a call using the headset Do one of the following steps a With the optional headset connected dial the desired number using the dial pad Press the Headset key b Press the Headset key When you hear a dial tone enter the desired number To place a call using the contact list Refer to Placing...

Page 36: ...lowing steps a Pick up the handset b Press the Speakerphone key or the Answer soft key to answer the call through the speakerphone c Press the Headset key to answer the call through an optionally connected headset To answer an incoming call when you are in another call 1 Press the Answer soft key to access the new call The original call is put on hold Note You need to log in to answer incoming cal...

Page 37: ...lect the Contacts soft key 2 Press the Redial soft key To redial any missed call Refer to Managing Call Lists on page 2 10 Muting the Microphone During a call press the Microphone Mute key Microphone Mute LED turns on to indicate that the other party cannot hear you Microphone Mute applies to calls using the handset headset and speakerphone You can still hear all other parties while mute is enable...

Page 38: ...he Volume on page 2 7 Placing Calls on Hold During a call press the Hold soft key This will be indicated on the graphic display by the hold on the graphic display Press the Hold key again to resume the call Hosting Conference Calls You can initiate a conference call by selecting one or more contacts by selecting a contact group or by selecting a distribution group You start a conference call as an...

Page 39: ... party to whom you want to transfer the call answers their phone before you transfer the call or hang up You can consult with them before completing the transfer Blind transfer The call is automatically transferred after you dial the number of the party to whom you want to transfer the call Note You can either dial the phone number directly or search for the number in the Contact Directory or Call...

Page 40: ...fer You can talk privately to the party to which you are transferring the call before the transfer is completed You can cancel the transfer before the call connects by pressing the Cancel soft key To perform a blind transfer 1 During a call press Transfer soft key The active call is placed on hold 2 Press the Transfer Directly To soft key 3 Select the contact to which you want to transfer the call...

Page 41: ...g to another contact or phone number select the contact name that you want to forward your calls then press the OK soft key 4 On the Forwarding screen press the OK soft key To disable call forwarding 1 At the top of the graphic display select the Forwarding icon to the right of your name 2 On the Forwarding screen select Do not forward incoming calls 3 Press the OK soft key Dynamic Forwarding To f...

Page 42: ...low voice or visual prompts on the graphic display to retrieve your messages Changing Your Presence Information Your presence information is constantly being updated by Microsoft Office Communicator 2007 and Microsoft Office Communications Server 2007 based on a variety of factors including your Outlook Calendar whether you re in a call an Instant Messaging session or a conference However there ma...

Page 43: ...contact is available but engaged in another activity Those activities include In a Call The contact is in a phone voice or video conversation In a Conference The contact is in a multiparty conversation using phone voice video or application sharing In a Meeting The Microsoft Office Outlook calendar shows that the contact has a scheduled meeting This can also be set manually by the user Do Not Dist...

Page 44: ...contact is temporarily unavailable As soon as activity is detected on the contact s computer Microsoft Office Communicator 2007 automatically resets the presence status to the appropriate state This can also be set manually by the user Be Right Back This contact is engaged in another activity and will return shortly This can also be set manually by the user Appear Offline This contact is offline I...

Page 45: ...To restart the phone Insert a small tool like a paper clip into the small reset hole between the headset jack and the USB port on the back of the phone The phone will restart prompt the user to recalibrate the screen and then present either the Sign In screen or the Connect to Computer screen Note Restarting the phone will sign out any previously signed in user and will wipe out call logs and othe...

Page 46: ...User Guide Polycom CX 700 IP Phone 3 14 ...

Page 47: ... key then select About Information about your phone appears including the firmware version MAC address IP address Subnet mask gateway address DNS server address VLAN ID part number and serial number To assist your system administrator in the investigation of some problems you may be asked to upload your phone s activity logs to the call server Press the Settings soft key then select Logging and th...

Page 48: ...ged into a functional AC outlet If using AC power make sure that the phone isn t plugged into a plug controlled by a light switch that is off If plugged into a power strip try plugging directly into a wall outlet instead If using AC power try the phone in another room where the electricity is known to be working on a particular outlet The Polycom CX 700 IP phone appears to be fine but there is no ...

Page 49: ... the dial pad Place a call to the phone from a known working telephone Check for display updates Check the termination at the switch or hub end of the network LAN cable Ensure that the switch hub port connected to the telephone is operational if not accessible contact your system administrator Before restarting your phone contact your system administrator since this may allow more detailed trouble...

Page 50: ...ble from the phone Check that the switch or hub is operational flashing link status lights or contact your system administrator Reboot the phone to attempt re registration to the call server refer to Restarting Your Phone on page 4 17 I cannot sign in to the Polycom CX700 IP phone I see the Cannot connect to server or server name is incorrect error The Polycom CX700 IP phone is not recognized by t...

Page 51: ...one I continue to see the Device does not have a valid IP address error The Polycom CX700 IP phone is not connected to the network Do one of the following steps Check your phone is properly connected to switch or router Make sure switch outlet has proper connectivity to your network Make sure DHCP is enabled in your system I mistyped my PIN during first configuration Double tap on the edit text bo...

Page 52: ...unplugging and re inserting the cable If using in line powering have your system administrator check that the switch is supplying power to the phone Dial tone is not present on one of audio paths Do one of the following steps Switch between handset headset if present or speakerphone to see if dial tone is present on other paths If dial tone exists on another path connect a different handset or hea...

Page 53: ...ial tone is present and place a call to another extension or number Check that the display changes in response Verify that the phone is logged in and registered with Microsoft Office Communication Server 2007 You may not have your dial plan set correctly or you may not have authorization to dial out Contact your system administrator You turned off the ringer Do one of the following steps When ther...

Page 54: ...ds adjustment Do one of the following steps Refer to Display Brightness on page 2 7 Reboot the phone to obtain a default level of contrast refer to Restarting Your Phone on page 4 17 Outbound or inbound calling is unsuccessful Do one of the following steps Place a call to the phone under investigation Check that the display indicates incoming call information Lift the handset Ensure dial tone is p...

Page 55: ...tem administrator to ensure your account is configured in Enterprise Voice mode There is no audio on the headset The headset is not properly connected or turned on Volume may be set too low Ensure that the headset is properly connected Ensure that the headset amplifier if required for your headset is turned on and or the volume is correctly adjusted Verify that the phone is logged in and registere...

Page 56: ...User Guide Polycom CX700 IP Phone 4 10 ...

Page 57: ...t in whole or part without written consent from Polycom Inc Do not remove or allow anybody else to remove any product identification copyright or other notices Limitations of Liability LIMITATION OF LIABILITY TO THE FULL EXTENT ALLOWED BY LAW POLYCOM EXCLUDES FOR ITSELF AND ITS SUPPLIERS ANY LIABILITY WHETHER BASED IN CONTRACT OR TORT INCLUDING NEGLIGENCE FOR INCIDENTAL CONSEQUENTIAL INDIRECT SPEC...

Page 58: ...olycom will retain risk of loss or damage until the item is delivered to Customer The product software comes with 90 day software warranty providing for software updates minor releases bug fixes To continue to receive support purchasing a maintenance contract is the most economical solution Exclusions Polycom will not be liable under this limited warranty if its testing and examination disclose th...

Page 59: ...cal and electronic equipment This separate collection and recycling will help to conserve natural resources and prevent potential negative consequences for human health and the environment due to the possible presence of hazardous substances in electrical and electronic equipment which could be caused by inappropriate disposal For more information about where to drop off your electrical and electr...

Page 60: ...User Guide Polycom CX700 IP Phone Safety Notices 4 ...

Page 61: ...brightness adjusting 2 7 E ending calls 3 5 F features list of 1 7 Polycom CX700 1 7 forwarding calls 3 9 G getting started 1 1 H handset answering a call 3 4 connecting 1 4 placing a call 3 3 headset answering a call 3 4 connecting 1 4 placing a call 3 3 holding calls 3 6 I idle display 1 11 L language support 2 5 locking your phone 2 5 M microphone mute 3 5 Microsoft Office Communications Server...

Page 62: ...placing calls 3 2 redialing numbers 3 5 restarting phone 3 13 ring tones 2 4 setting time and date 2 2 setting up conferences 3 6 switching users 2 9 transferring calls 3 7 troubleshooting 4 1 voice mail 3 10 Power over Ethernet PoE 1 4 power source phone 1 4 power source phone 1 5 presence information 3 10 R redialing numbers 3 5 restarting phones 3 13 ring tones 2 4 S speakerphone answering a ca...