User Guide
for the Polycom® CX700 IP Phone
September, 2007 Edition
1725-31402-001 Rev. A
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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 desk top
phones. Connecting a Polycom CX700 to Microsoft® Office Communications
Server 2007 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 through
integration with Microsoft’s Active Directory and Microsoft Exchange Server.
Using your Polycom CX700 lets you take advantage of Microsoft Office
Communications Server 2007 without needing access to a computer.
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, and your network is correctly
guide before you set up and use the Polycom CX700 IP phone. This
information can also be found at
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Contents
Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–2
Adjusting the Phone Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–5
Phone Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7
Usage Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–9
Configuring Basic Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1
Location and Time Zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3
Adjusting the Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Display Brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–5
Changing Your PIN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Switching Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7
Managing Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
Deleting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10
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Searching For a Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11
Placing a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2
Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3
Ending a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Redialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5
Putting a Call on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Setting Up a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6
Forwarding Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–9
Using Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–10
Restarting Your Phone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–13
Access to Screens and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–4
Making and Receiving Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4–6
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1
Getting Started with Your
Polycom® CX700 IP 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 Office Communicator 2007. 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 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:
•
•
•
•
To customize your phone, refer to Customizing Your Polycom® CX700 IP
If you require additional information or assistance with your new phone,
contact your system administrator.
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Getting Started with Your Polycom® CX700 IP Phone
•
AC/DC Power Adapter and Power Cord
The power cord shown above is a representation only. Your power cord will vary
depending on your country.
Note
•
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 Polycom CX700 IP Phone
This section describes how to assemble your Polycom CX700 IP phone:
Connect handset and headset (optional)
Connect network and power source
Adjust phone base
•
•
•
If your phone is already assembled, go directly to Features of Your Polycom
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 the handset jack on the back of the phone.
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2. Connect the headset (optional) to the headset jack on the back of the
phone (next to the handset jack).
A list of supported headsets is available in the Voice section of Polycom’s Support
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 avoid excessive static buildup in your environment.
This can include humidity control and removal of synthetic materials near the phone
location. Antistatic spray applied to carpets in the workplace can reduce the level of
static buildup.
Connecting Network and Power Source
Use Power over Ethernet (PoE) for network and power source connections
unless otherwise directed by your system administrator.
The AC power adapter is a separate, optional accessory. Your system
administrator will instruct you to use it if necessary.
Note
To connect the network and AC power:
1. Plug the supplied network cable between the LAN jack on the phone and
an available network RJ-45 data port.
Using the supplied network cable, the phone can be powered from a PoE
(IEEE 802.3af) enabled network port.
If there is no PoE enabled network data part available, plug in the AC/DC
power adapter to the Polycom CX700 IP phone’s power plug as shown
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below, then plug one end of in the country specific power cord into the
power adapter and the other end into an available AC outlet.
The phone will begin to power up.
For more information on logging in, refer to Logging in on Your Polycom
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.
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Features of Your Polycom CX700 IP Phone
13
12
1
11
5
8
6
7
3
9
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 touch screen.
2. Presence Status Indicator—Indicates your presence state.
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 adjust the volume of the handset, speakerphone,
and headset speaker, and ringer if not in a call.
8. Headset Key—Allows you to place and receive calls through an
optionally connected headset.
9. Speakerphone Key—Allows for hands-free communication 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.
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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
Phone Location
Use the following guidelines to select a location for your phone:
•
Place your Polycom CX700 IP phone in a well-ventilated, flat, level, clean,
and dry location near your computer.
•
Place the AC/DC power adapter in a well-ventilated, clean, and dry
location under the table and out of the typical walking path.
Logging in on Your Polycom CX700 IP Phone
You need to log in to place all outgoing calls or answer incoming calls. With regard
to the placement of emergency calls, consult your system administrator.
Note
To log in on the Polycom CX700:
1. After the initial Microsoft Office 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.
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2. Using the graphic display’s soft keyboard, enter the following:
— Your Microsoft Office Communicator sign-in name (for example,
— Your network domain and username (for example, polycom\user1)
— Your password
3. Select Sign In.
4. Do one of the following 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.
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Getting Started with Your Polycom® CX700 IP Phone
c
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 navigate through menus, to enter data, and instructions on how to use
Microsoft Office Communicator 2007, refer to the Microsoft Office
Communicator help and documentation.
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2
Customizing Your Polycom® CX700
IP 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:
•
•
•
To read about the phone’s basic features, refer to Using the Basic Features of
If you require additional information or assistance with your new phone,
contact your system administrator.
Configuring Basic Settings
You can configure the basic settings by selecting the Settings soft key,
.
It appears on the left-hand side of the graphic display. You can change the
following settings:
•
•
•
•
The date and time format
The location and time zone
Accessibility of your phone
The volume of the ringer, handset, and speaker
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•
•
•
•
•
The display brightness
Your password
Your PIN or fingerprint ID
The user who is currently logged into the phone
The 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.
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 incorrect.
You have control over the format of the date and time display. The default date
and time format appears below.
To configure the time and date:
1. Press the Settings soft key on the graphic display.
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2. Select Date/Time Format, then select your preferred format.
3. Press the OK soft key to save your changes or the Cancel soft key to exit
the Date/Time format screen without making 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.
2. Select Location/Time Zone, then select your preferred location and time
zone.
3. Press the OK soft key to save your changes or the Cancel soft key to exit
the Location/Time Zone screen without making changes.
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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.
The inactivity timeout is configured by Microsoft Office Communication Server
2007. For more information, contact your system administrator.
Note
To lock your phone:
1. Press the Settings soft key on the graphic display.
2. Select Lock.
Your phone is now locked.
To unlock your phone:
1. Press the Unlock soft key on the graphics display.
The PIN entry screen appears.
2. Enter your PIN, then press the OK soft key.
3. If you have forgotten your PIN:
a
Press the Forgot PIN soft key.
You are prompted to enter the password that you entered when you
first logged in (refer to Logging in on Your Polycom CX700 IP Phone
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.
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c
Enter a new six digit PIN twice (using the dial pad), then press the OK
soft key.
Use the fingerprint reader to unlock your phone if you initially identified yourself
Note
Adjusting the Volume
To adjust the volume on the ringer, handset, and speaker:
1. Press the Settings soft key on the graphic 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.
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2. Select Brightness.
3. Using Up
or Down
, select your desired level.
4. 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.
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4. Press the OK soft key to save your changes or the Cancel soft key to exit
the Change Password screen without making changes.
Changing Your PIN
PIN enforcement is configured by Microsoft Office Communication Server 2007. For
more information, contact your system administrator.
Note
To change your PIN:
1. Press the Settings soft key on the graphic display.
2. Select Change PIN.
3. Enter your old PIN, then enter your new PIN twice.
4. Press the OK soft key to save your changes or the Cancel soft key to exit
the Change PIN screen without making changes.
For more information on changing your the fingerprint and the fingerprint
Switching 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 Polycom CX700 IP
4. Select Sign In.
The Confirm PIN screen appears.
5. Enter the new user’s six digit personal identification number (PIN) using
the dial pad, then re-enter the same PIN, and then press the OK soft key.
The new user’s contact list screen appears.
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Calibration of Touch Screen
To calibrate the touch screen:
1. Press the Settings soft key on the graphic 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.
This feature requires access to Microsoft Exchange 2007.
Note
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To view the call log:
1. On the left-hand side of the graphic display, select the Call Log soft key,
.
2. Sort the Call Log screen in one of the following ways:
— To view all 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 Card
soft key.
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Managing Contacts
You can view your list of contacts on the graphic display. You can view the
following information about each contact:
•
•
•
•
The contact’s presence icon
The contact’s name
The contact’s presence status
The Contact card, which contains detailed information about the contact
The following limitations (with respect to contacts) exist on the Polycom CX700 IP
phone:
Note
•
•
The Microsoft Outlook contact list must contain less than 5000 contacts.
The Microsoft Office Communication Server 2007 contact list must contain less
than 400 contacts.
•
Your company’s global address list must contain less than 200,000 entries.
Adding Contacts
Deleting Contacts
New entries to the contact list are added through Microsoft Office
Communicator 2007 on your computer.
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:
>> Do one of the following steps:
— To call the contact's default number, select the contact name.
— To call another number for the contact, select the Contact card, and
then select the new number.
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Searching For a Contact
To search for a particular contact:
1. From the contact screen, search for a contact using the dial pad.
When a dial pad key is pressed, the entries whose first name starts with a
character that matches the letters on the key label will be retrieved.
For example, 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 Contact Group, select the New Group soft key and follow
the instructions.
— To view all of your contacts, select All Contacts.
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3
Using the Basic Features of Your
Polycom® CX700 IP Phone
Your Polycom CX700 IP phone is designed to be used like a regular phone.
You place calls, transfer a call to someone else, or conduct a conference call.
At any time, only one active call may be in progress on your phone. The active
call is the one that has audio associated with it. There may be one other call on
hold or in an “Incoming call” or “Ringing” state. Use the Scroll 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:
•
•
•
•
•
•
•
•
•
•
•
•
•
To customize your phone, refer to Customizing Your Polycom® CX700 IP
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User Guide Polycom CX 700 IP Phone
If you require additional information or assistance with your new phone,
contact your system administrator.
Placing a Call
You can place a call in many ways using your Polycom CX700 IP phone:
•
Dial the number using the dial pad with the handset off-hook or on-hook.
Select a contact from the contacts list shown on the graphic display.
•
•
Select a contact from the contacts list using the Scroll Wheel, then press the
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 seconds so far.
You need to log in to place all outgoing calls or answer incoming calls. With regard
to the placement of emergency calls, consult your system administrator.
Note
Only four simultaneous calls can be displayed on the graphic display at any time.
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Using the Basic Features of Your Polycom® CX700 IP Phone
To place a call using the handset:
Do the following steps in any order:
¾
— Pick up the handset.
— Dial the desired number using the dial pad.
The number appears in the phone number field.
The numbers will automatically dial once the complete number is entered.
You may need to press the Call soft key.
To place a call using the speakerphone:
Do one of the following steps:
¾
a
With the handset on-hook, press the Speakerphone key.
When you hear a dial tone, enter the desired number.
Dial the desired number using the dial pad.
Press the Speakerphone key.
b
To place a call using the headset:
Do one of the following steps:
¾
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:
Answering a Call
You can answer a call in three basic ways using your Polycom CX700 IP phone:
•
•
•
using the handset
using the speakerphone
using the headset
Call duration on an active call is monitored through a local call timer. This is
visible on the graphic display.
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You need to log in to answer incoming calls.
Note
Only four simultaneous calls can be displayed on the graphic display at any time.
Answering Incoming Calls
When the incoming call is for the user currently logged into the Polycom
CX700 IP phone, the caller name and information will be displayed.
To answer an incoming call when you are not already in a call:
¾
Do one of the following steps:
a
b
Pick up the handset.
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.
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Using the Basic Features of Your Polycom® CX700 IP Phone
Ending a Call
To end a call:
Do one of the following steps:
— Press the EndCall soft key.
¾
— Replace the handset.
— Press the Speakerphone key if you are using the speakerphone.
— Press the Headset key if you are using the optional headset.
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 enabled.
To turn off Microphone Mute, press the Microphone Mute key again.
Adjusting the Volume
During a call, if you are using the speakerphone, pressing the Volume key
adjusts the speaker volume.
During a call if you are using the handset, pressing the Volume key adjusts the
handset volume.
During a call, if you are using the headset, pressing the Volume key adjusts
the headset volume.
If you press the Volume key when not in call, the ringer volume is adjusted.
You can also adjust volume by selecting the Settings soft key and the Volume
Redialing a Number
To redial any missed call:
¾
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Putting a Call 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.
As using the Hold feature typically generates music or a beeping tone, avoid putting
a conference call on hold.
Note
Setting Up a Conference
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 initial phone call and then add more contacts.
To set up a conference:
1. Call the first party.
You can either dial the phone number directly or search for the number in the
Note
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Using the Basic Features of Your Polycom® CX700 IP Phone
2. After the first party answers, press the Conference soft key, then press
the Add Someone soft key.
3. Call the second party.
To end a conference call:
¾
Press the EndCall soft key or hang up.
Transferring a Call
A call can be transferred in one of two ways:
•
Consultative transfer—The 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.
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User Guide Polycom CX 700 IP Phone
To perform a consultative transfer:
1. During a call, press Transfer soft key.
The active call is placed on hold.
2. Press the Consult then Transfer To... soft key.
3. Select the contact to which you want to transfer the call.
4. As soon as the ring-back sound is heard or after the party answers, press
the Complete Transfer soft key to complete the transfer.
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.
The call is transferred if the party answers, otherwise the call is sent to the
party’s voice mail.
You can cancel the transfer before the call connects by pressing the Cancel
soft key.
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Using the Basic Features of Your Polycom® CX700 IP Phone
Forwarding Calls
You can configure your phone so that all incoming calls are forwarded to
another party (known as static forwarding). You can also forward calls while
the phone is ringing (known as dynamic forwarding).
You may also forward calls to your voice mail. This feature requires that you have
access to Microsoft Exchange 2007.
Note
Static Forwarding
To enable 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 Forward to contact or phone number.
3. If you are forwarding 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 forward an incoming call:
1. With the phone ringing, do one of the following steps:
a
Press the Redirect soft key.
Enter a number to forward the incoming call to.
Select To Voice Mail.
b
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User Guide Polycom CX 700 IP Phone
Using Voice Mail
Your voice mail is saved in a centralized location and may be accessed from
your phone.
The presence of new voice mail messages is indicated by a Message Waiting
Indicator
on the graphic display. A list of voice mail messages is also
displayed in the Messages list, showing who left the message, their presence
status, and the date and time that the message was recorded.
This feature requires that you have access to a Microsoft Exchange 2007 server.
For more information, contact with your system administrator.
Note
To listen to voice messages:
1. Press the Messages soft key.
2. Press the Call Voice Mail soft key,
.
3. Follow 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 may be
times when you want to manually change your presence status. For example,
if you've got a deadline, you may want to change your status to Do Not
Disturb to avoid being interrupted.
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Using the Basic Features of Your Polycom® CX700 IP Phone
To change your presence status information:
1. Click your presence icon in the upper-left hand area of the graphic
display.
2. Choose a presence status from the following table:
Icon
Status Text
Description
Available
The contact is online and can participate
in conversations. This can also be set
manually by the user.
Busy
The 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 Disturb
The contact is available but does not
want to be interrupted. This status is
displayed for the following reasons:
•
The contact has manually set their
presence status to Do Not Disturb.
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User Guide Polycom CX 700 IP Phone
Icon
Status Text
Description
Away
The contact is probably not available.
This status is displayed for the following
reasons:
•
•
•
The contact's computer has been
idle for more than the idle time
period setting—15 minutes by
default.
The contact's Microsoft Office
Outlook calendar or Out of Office
Assistant indicates that the user is
out of the office.
The 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
Appear Offline
This contact is engaged in another
activity and will return shortly.
This can also be set manually by the
user.
This contact is offline. It is set by
Microsoft Office Communicator 2007.
The contact is not available. This status
is displayed for the following reasons:
•
The contact has manually set their
presence status to Appear Offline.
•
Microsoft Office Communicator
2007 is not running on the contact's
computer or the contact has not
signed-in.
•
The contact has blocked you from
seeing his or her presence status.
3. Press the appropriate soft key.
Press the Reset Status soft key to reset to the default, which is based on
your Microsoft Office Communicator 2007 status.
Press the Cancel soft key to exit the Change Presence screen without
making changes.
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Using the Basic Features of Your Polycom® CX700 IP Phone
Restarting Your Phone
On rare occasions, you may need to restart your phone. The reasons for this
include:
•
•
Accepting a new configuration
Accepting new software
The call lists are automatically cleared when you restart the phone.
Note
To restart the phone:
¾
Recycle power to the phone.
The restart process will begin and is complete when the Sign In screen is
shown.
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User Guide Polycom CX 700 IP Phone
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4
Troubleshooting Your
Polycom® CX700 IP Phone
This chapter presents problems, likely causes, and corrective actions.
Problems are grouped as follows:
•
•
•
•
•
•
If you still need assistance, contact your system administrator.
You can reset your Polycom CX700 IP phone to factory defaults by using small pin
on back of device, between the headset and USB interfaces.
Note
Your system administrator may require information about your phone. Press
the Settings soft 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 the Send Logs soft key. You may
be asked to change the log level.
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User Guide Polycom CX700 IP Phone
Power and Startup
Symptom
Problem
Corrective Action
There are power issues.
The Polycom CX700 IP phone
has no power.
Do one of the following steps:
•
Verify that no lights appear on the unit
when it is powered up.
•
If using PoE, verify that PoE is present
on that port. Ask your system
administrator to check the appropriate
LED or readout or port at the hub.
•
•
•
•
•
If using PoE, verify that the network
cable is plugged into the correct port
on the Polycom CX700 IP phone.
If using AC power, check if the phone
is properly plugged 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 interaction between the
handset and the Microsoft Office
Communicator 2007 client.
There may be problems with the
Microsoft Office Communications
Server 2007 software.
Contact your system administrator to
ensure your account is configured
properly and that the Microsoft Office
Communications Server 2007 software is
properly installed and configured.
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Troubleshooting Your Polycom® CX700 IP Phone
Controls
Symptom
Problem
Corrective Action
The dial pad does not work.
The dial pad on the
Polycom CX700 IP phone does
not respond.
Do one of the following steps:
•
Check for a response from other
feature keys or from 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
troubleshooting to occur before losing
any current status information.
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User Guide Polycom CX700 IP Phone
Access to Screens and Systems
Symptom
Problem
Corrective Action
There is no response from key
presses.
The Polycom CX700 IP phone is
not in active state.
Do one of the following steps:
•
•
Press the keys more slowly.
Check with the system administrator
to see whether or not the key has
been mapped to a different function or
disabled.
•
•
Make a call to the phone to check for
inbound call display and ringing as
normal. If successful, try to press
feature keys within the call to access
the Menu, for example.
Reboot the phone to attempt
re-registration to the call server (refer
to Restarting Your Phone on page
4-8).
The display shows “Cannot
contact the server...” or “Cannot
acquire IP address”.
The LAN cable is not properly
connected.
Do one of the following steps:
•
•
•
Check termination at the switch or hub
(furthest end of the cable 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
4-8).
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 the server.
Do one of the following steps:
•
•
Validate your domain name is correct.
Ensure DHCP is configured to provide
DNS address as part of DHCP
response.
•
•
Ensure DNS has SRV records for SIP
service.
Ensure SIP server is reachable from
the Polycom CX700 LAN.
I cannot sign-in to the Polycom
CX700 IP phone. I see the
"Cannot validate server
certificate" error.
The Polycom CX700 IP phone is
not recognized by the server’s
certificate.
Do one of the following steps:
•
•
Ensure either time.windows.com is
accessible or NTP is configured with
appropriate SRV records created in
DNS.
Ensure PKI enrollment objects have
been created on AD to point to CA or
CA delegate.
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Troubleshooting Your Polycom® CX700 IP Phone
Symptom
Problem
Corrective Action
I cannot sign-in to the Polycom
CX700 IP phone. I see the "User
name or password is invalid"
error.
The Polycom CX700 IP phone is
not recognized.
Do one of the following steps:
•
Make sure you user name and
password is correct.
•
If you change your password on the
phone before the server attempts to
reauthenticate, the phone will not be
able to sign in to the server and will be
left on the Sign In screen. Enter your
old password in the Password field
and press Sign in.
•
If your domain password has changed
and the server attempts to
reauthenticate, the phone will return to
the Sign In screen. Enter your new
password in the Password field and
press Sign in.
•
•
Make sure time on your phone is
correct if Kerberos is enabled in your
system.
Make sure WINS server is enabled if
Kerberos authentication is being used
on the server.
I cannot sign-in to the Polycom
CX700 IP phone. 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 box for pin and
start typing new digits.
I am trying to log in first time on
Polycom CX700 IP phone and I
do not see PIN option.
The Microsoft Office
Communicator is not configured
correctly.
Ensure PIN is enabled on Microsoft Office
Communicator (pool level->FrontEnd
Properties->VoIP tab).
I am trying to configure my
fingerprint, but the Polycom
CX700 IP phone does not seems
to recognize it.
Click "Use Pin Configuration" on menu bar
and click "Use Fingerprint Configuration"
on menu bar. Swipe your fingerprint again.
I press the Help button or the
Setting button and get no
response.
You are not logged in on your
Polycom CX700 IP phone.
Sign into Microsoft Office Communicator
server.
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User Guide Polycom CX700 IP Phone
Making and Receiving Calls
Symptom
Problem
Corrective Action
There is no dial tone.
Power is not correctly applied to
the Polycom CX700 IP phone.
Do one of the following steps:
•
•
Check that the display is illuminated.
Make sure the LAN cable is inserted
properly at the rear of the phone (try
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
headset to isolate the problem.
Verify that the phone is logged in and
registered with Microsoft Office
Communication Server 2007.
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Troubleshooting Your Polycom® CX700 IP Phone
Symptom
Problem
Corrective Action
The phone does not ring.
Ring setting or volume is low.
Do one of the following steps:
•
Adjust the ringing level from the front
panel using the volume up/down keys.
•
Check same status of handset,
headset (if connected) and through
the Speakerphone.
•
Verify that the phone is logged in and
registered with Microsoft Office
Communication Server 2007.
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
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 there is an incoming call, lift the
handset, press Speakerphone key or
press Headset key and you will get a
dial tone.
I entered digits but I do not see
them on the display.
Do one of the following steps:
•
If you are not in either call view or
contacts view, make sure you go back
to call view or contacts view.
•
Touch screen input once to make sure
text box is in focus.
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User Guide Polycom CX700 IP Phone
Displays
Symptom
Problem
Corrective Action
There is no display.
Power is not correctly applied to
the Polycom CX700 IP phone.
Do one of the following steps:
The display is incorrect.
The display has bad contrast.
•
•
Check that the display is illuminated.
Make sure the LAN cable is inserted
properly at the side of the phone (try
unplugging and re-inserting the
cable).
•
If using PoE, have your system
administrator check that the switch is
supplying power to the phone.
The contrast needs adjustment.
Do one of the following steps:
•
2-5.
•
Reboot the phone to obtain a default
level of contrast (refer to Restarting
Your Phone on page 4-8).
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
present and place a call to another
extension or number. Check that the
display changes in response.
The display is flickering.
Certain types of older fluorescent
lighting may cause the display to
appear to flicker.
Do one of the following steps:
•
Move the Polycom CX700 IP phone
away from the lights.
•
Replace the lights.
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Troubleshooting Your Polycom® CX700 IP Phone
Audio
Symptom
Problem
Corrective Action
There is no audio on the
Polycom CX700 handset
earpiece.
Your Microsoft Office
Communication Server 2007
account may not be configured
correctly.
Contact your system 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 registered with Microsoft Office
Communication Server 2007.
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User Guide Polycom CX700 IP Phone
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Safety Notices
Service Agreements
Please contact your Polycom Authorized Reseller for information about service agreements applicable to your
product.
Governing Law
This Limited Warranty and Limitation of Liability shall be governed by the laws of the State of California, U.S.A., and
by the laws of the United States, excluding their conflicts of laws principles. The United Nations Convention on
Contracts for the International Sale of Goods is hereby excluded in its entirety from application to this Limited
Warranty and Limitation of Liability.
All rights reserved under International and Pan-American Copyright Conventions. No part of the contents of this
manual may be copied, reproduced, or transmitted in any form or by any means, or translated into another language
or format, 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, SPECIAL, OR PUNITIVE DAMAGES OF
ANY KIND, OR FOR LOSS OF REVENUE OR PROFITS, LOSS OF BUSINESS, LOSS OF INFORMATION OR
DATA, OR OTHER FINANCIAL LOSS ARISING OUT OF OR IN CONNECTION WITH THE SALE,
INSTALLATION, MAINTENANCE, USE, PERFORMANCE, FAILURE, OR INTERRUPTION OF ITS PRODUCTS,
EVEN IF POLYCOM OR ITS AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES, AND LIMITS ITS LIABILITY TO REPAIR, REPLACEMENT, OR REFUND OF THE PURCHASE
PRICE PAID, AT POLYCOM’S OPTION. THIS DISCLAIMER OF LIABILITY FOR DAMAGES WILL NOT BE
AFFECTED IF ANY REMEDY PROVIDED HEREIN SHALL FAIL OF ITS ESSENTIAL PURPOSE.
Safety Notices - 1
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User Guide Polycom CX700 IP Phone
Polycom Limited Warranty and Limitation Liability
LIMITED WARRANTY. Polycom warrants to the end user (“Customer”) that this product is expected to be free from
defects in workmanship and materials, under normal use and service, for one year from the date of purchase from
Polycom or its authorized reseller.
Polycom’s sole obligation under this express warranty is at Polycom’s option and expense, to repair the defective
product or part, deliver to Customer an equivalent product or part to replace the defective item, or if neither of the
two foregoing options are reasonably available, Polycom may, on its sole discretion, refund to Customer the
purchase price paid for the defective product. All products that are replaced will become the property of Polycom.
Replacement products or parts may be new or reconditioned.
Polycom is expected to warrant any replaced or repaired product or part for ninety (90) days from shipment, or the
remainder of the initial warranty period, whichever is longer. Products returned to Polycom must be sent prepaid
and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that
provides for tracking of the package. Responsibility for loss or damage does not transfer to Polycom until the
returned item is received by Polycom. The repaired or replaced item will be shipped to Customer, at Polycom’s
expense, not later than thirty (30) days after Polycom receives the defective product, and Polycom 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 that the alleged defect or
malfunction in the product does not exist or results from:
• Failure to follow Polycom’s installation, operation, or maintenance instructions.
• Unauthorized product modification or alteration.
• Unauthorized use of common carrier communication services accessed through the product.
• Abuse, misuse, negligent acts or omissions of Customer and persons under Customer’s control; or
• Acts of third parties, acts of God, accident, fire, lightening, power surges or outages, or other hazards.
Warranty Exclusive
IF A POLYCOM PRODUCT DOES NOT OPERATE AS WARRANTED ABOVE, CUSTOMER’S SOLE REMEDY
FOR BREACH OF THAT WARRANTY SHALL BE REPAIR, REPLACEMENT, OR REFUND OF THE PURCHASE
PRICE PAID, AT POLYCOM’S OPTION. TO THE FULL EXTENT ALLOWED BY LAW, THE FOREGOING
WARRANTIES AND REMEDIES ARE EXCLUSIVE AND ARE IN LIEU OF ALL OTHER WARRANTIES, TERMS,
OR CONDITIONS, EXPRESS OR IMPLIED, EITHER IN FACT OR BY OPERATION OF LAW, STATUTORY OR
OTHERWISE, INCLUDING WARRANTIES, TERMS, OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR
A PARTICULAR PURPOSE, SATISFACTORY QUALITY, CORRESPONDENCE WITH DESCRIPTION, AND
NON-INFRINGEMENT, ALL OF WHICH ARE EXPRESSLY DISCLAIMED. POLYCOM NEITHER ASSUMES NOR
AUTHORIZES ANY OTHER PERSON TO ASSUME FOR IT ANY OTHER LIABILITY IN CONNECTION WITH THE
SALE, INSTALLATION, MAINTENANCE OR USE OF ITS PRODUCTS.
Safety Notices - 2
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Safety Notices
Safety and Compliance
Usage and Cleaning
•
•
•
•
Use in accordance with these instructions.
Do not use near any heat sources.
Only use attachments/accessories specified by Polycom.
Clean only with dry cloth.
Operating Environment
This device is rated as a commercial product for operation at +41ºF (+5ºC) to +95ºF(+35ºC).
WARNING Electrical Safety
Failure to properly set up, use, and care for the Polycom CX700 can increase the risk of damage to the Polycom
CX700, or possible serious injury. To ensure personal safety, this product must be used with NRTL Listed (UL,
CSA, ETL, etc.), and/or CE marked Information Technology equipment.
Warning: This equipment may become inoperable if electrical power fails or broadband internet access is
interrupted.
Any changes or modifications not expressly approved by Polycom could void the user's authority to operate this
device.
No serviceable parts included.
Disposal of Waste Electrical & Electronic Equipment in the European Union and Other
Countries with Separate Collection Systems
This symbol on the product or its packaging means that this product must not be disposed of
with your household waste. Instead, it is your responsibility to hand this over to an applicable
collection point for the recycling of electrical 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
electronic waste, please contact your local city or municipality office, your household waste disposal service, or the
shop where you purchased this product. Refer to http://ec.europa.eu/environment/waste/weee/index_en.htm for
additional information on WEEE.
FCC Part 15 Class B
This product was tested and complies with the limits for a Class B digital device under Part 15 of the U.S. Federal
Communications Commission (FCC) rules, and is subject to these conditions: It may not cause harmful interference
Canada ICES-003
and must accept any interference received, including any that causes undesired operation.
This Class B digital apparatus complies with Canadian ICES-003.
Cet appareil numérique de la classe B est conforme à la norme NMB-003 du Canada.
Not intended for use in machinery, medical or industrial applications.
CE
This Polycom CX700 has been marked with the CE mark. This mark indicates compliance with EEC Directives
89/336/EEC and 2006/95/EEC. A full copy of the Declaration of Conformity can be obt.9(n).7.6(c-.0362 e Decla)-.4( -6.3(a)1(91uEE. )]2 T
Bath Roa]2 T70mi Slough, Berkshire, Sa911 491DXi UK.
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User Guide Polycom CX700 IP Phone
Safety Notices - 4
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Index
A
forwarding calls 3–9
adding contacts 2–10
answering calls 3–3
assembling your phone 1–3
G
getting started 1–1
H
B
handset
base
answering a call 3–4
connecting 1–3
placing a call 3–3
adjusting 1–5
C
headset
call lists 2–8
types of 2–8
calls
ending 3–5
on hold 3–6
with handsets 3–3
with headsets 3–3
changing passwords 2–6
changing PINs 2–7
changing presence 3–10
conferences, setting up 3–6
contact directory 2–10
answering a call 3–4
connecting 1–3
placing a call 3–3
holding calls 3–6
I
idle display 1–9
L
locking your phone 2–4
M
microphone mute 3–5
D
Microsoft Office Communications
directory, contacts 2–10
display brightness 2–5
Server 2007 1–7
N
E
network connection, phone 1–4
ending calls 3–5
P
F
parts list 1–2
features
phone location 1–7
placing calls 3–2
basic 3–1
list of 1–6
Polycom CX700 1–6
Index – 1
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User Guide Polycom CX700 IP Phone
Polycom CX700
T
adjusting base 1–5
adjusting display brightness 2–5
adjusting volume 3–5
answering calls 3–3
assembling 1–3
basic features 3–1
call lists, types of 2–8
calls, on hold 3–6
time and date 2–2
transferring calls 3–7
troubleshooting
audio problems 4–9
calling problems 4–6
control problems 4–3
display problems 4–8
power and startup problems 4–2
screen and system problems 4–4
changing passwords 2–6
changing PINs 2–7
contact directory 2–10
customizing 2–1
U
ending calls 3–5
useful phone tips 1–9
features, list of 1–6
figure, features 1–6
forwarding calls 3–9
getting started 1–1
handset 1–3
V
voice mail 3–10
volume, adjusting 3–5
headset 1–3
idle display 1–9
illustration 1–2
locking phone 2–4
logging in 1–7
muting microphone 3–5
parts list 1–2
phone location 1–7
placing calls 3–2
redialing numbers 3–5
restarting phone 3–13
setting time and date 2–2
setting up conferences 3–6
switching users 2–7
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 1–4
presence information 3–10
R
redialing numbers 3–5
restarting phones 3–13
S
speakerphone
answering a call 3–4
placing a call 3–3
switching users 2–7
Index – 2
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