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Poly CCX Series User Manual

Poly CCX Series
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USER GUIDE 6.2.11 | June 2020 | 3725-49794-001A
Poly CCX Business Media Phones with OpenSIP
Getting Help
For more information about installing, configuring, and
administering Poly/Polycom products or services, go to
Polycom Support.
Plantronics, Inc. (Poly — formerly Plantronics and Polycom)
345 Encinal Street
Santa Cruz, California
95060
©
2020 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.

Table of Contents

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Poly CCX Series Specifications

General IconGeneral
Operating SystemAndroid
ManufacturerPoly
SeriesCCX
SIP Protocol SupportYes
DimensionsVaries by model
WeightVaries by model
ConnectivityWi-Fi, Bluetooth
PortsUSB, Ethernet
ModelsCCX 400, CCX 500, CCX 600
Microsoft Teams CertifiedYes
Zoom CertifiedYes
Headset ConnectivityBluetooth, USB
PowerPoE
Supported PlatformsMicrosoft Teams, Zoom
SpeakerIntegrated speaker

Summary

Before You Begin

Audience, Purpose, and Required Skills

Defines the target audience, guide's purpose, and necessary user skills.

Related Poly and Partner Resources

Lists resources for product support, documentation, and community forums.

Getting Started

CCX Phone Hardware Overview

Provides details on the physical features and components of Poly CCX phones.

Navigating Poly CCX Phones

Explains how to use the phone's interface, screens, and navigation.

Entering Information Using the Onscreen Keyboard

Details how to input text and characters using the phone's onscreen keyboard.

Entering Chinese Characters with PinYin

Describes methods for entering Chinese characters using PinYin input.

Logging In to and Locking Your Phone

Logging In to Your Poly CCX Phone

Guides users on accessing phone features and personal settings via login.

Log In to a Phone

Step-by-step instructions for logging into a Poly phone with user credentials.

Log Out of the Phone

Explains the procedure to securely log out of the phone to protect personal settings.

Audio Calls

Use the Handset, Headset, or Speakerphone

Details how to use different audio modes for placing and answering calls.

End an Audio Call

Provides methods for terminating an active or held audio call.

Answering Audio Calls

How to respond to an incoming call notification on the phone.

Answer a Call When in a Call

Describes how to handle a new incoming call while already on an active call.

Answer Calls Automatically

Details how to configure the phone for automatic answering of incoming calls.

Managing Multiple Calls

Manage a Call from the Calls Screen

How to handle active and held calls from the main calls screen.

Transferring Calls

Transfer a Call Using Blind Transfer

Describes transferring a call directly without speaking to the recipient first.

Transfer a Call Using Consultative Transfer

Explains transferring a call after speaking with the recipient.

Cancel a Transfer

Details how to cancel a call transfer before it completes.

Mute the Microphones

Call Precedence and Preemption

Parking and Retrieving Calls on the BroadSoft BroadWorks Server

Park a BroadSoft Call

Guides users on parking calls to another contact's line for later retrieval.

Managing Calls Remotely with Broadworks Server

Managing Calls with BroadSoft UC-One BroadWorks Anywhere

How to manage calls across multiple devices using BroadWorks Anywhere.

Enable BroadWorks Anywhere

Steps to activate and configure BroadWorks Anywhere locations for remote call management.

Ignoring or Rejecting Incoming Calls

Ignore or Silence an Incoming Call

How to ignore or silence an incoming call without rejecting it.

Reject Incoming Calls

Guides on rejecting calls and sending them directly to voicemail.

Automatically Reject Calls from a Contact

How to set up automatic rejection for calls from specific contacts.

Rejecting Calls with Do Not Disturb

Instructions on using Do Not Disturb mode to automatically reject calls.

Recording Audio Calls

Guidelines When Recording Calls

Best practices and rules to follow when recording audio calls on the phone.

Record a Call

Step-by-step instructions for initiating the recording of an active audio call.

Record a Conference Call

Explains how to record conference calls, noting specific exceptions.

Browse Recorded Calls

Guides on accessing and viewing previously recorded audio files.

Play a Recorded Call

Details on how to playback recorded calls from a USB flash drive.

Video Calls

Tips for Video Calls

Advice for ensuring a clear and effective video call experience.

Place a Video Call

Instructions for initiating a video call or adding video to an audio call.

Start Video During a Call

How to turn on the camera and start sending video during an active call.

Stop Sending Video During a Call

Explains how to stop transmitting video during an ongoing video call.

Video Call Settings

Options to customize the display and behavior of video calls on the phone.

Set the Call Rate for Video Calls

How to configure the maximum call rate for optimal video call quality.

Stop Video for All Calls

Disabling automatic video transmission at the start of all calls.

Improve Video Clarity

Adjusting settings to enhance the quality and smoothness of video displays.

Adjust Video Quality

Modifying camera settings to improve the overall video quality.

Adjust the Video Display

How to control video appearance and aspect ratio for received video.

Adjust the Camera Position During a Call

Guides on controlling the camera's position and zoom during a video call.

Use the Privacy Shutter on the Camera to Stop Sending Video

How to use the camera's physical privacy shutter to block video transmission.

Conference Calls

Audio Conference Calls

Initiating, managing, and participating in audio conference calls with multiple parties.

Initiate a Conference Call

Step-by-step instructions for starting a conference call with up to two contacts.

Merge Calls into a Conference Call

How to combine an active call with a held call to create a conference.

End a Conference Call

Procedures for ending a conference call and its impact on participants.

Shared Lines

Shared Line Limitations

Outlines features that are unavailable or limited when using shared lines.

Answering Calls on Shared Lines

How incoming calls are handled and indicated on shared lines.

Hold a Call Privately on a Shared Line

How to place a call on hold privately without notifying other shared line users.

Call Lists and Directories

Recent Calls

Accessing and managing lists of missed, received, and placed calls.

View Recent Calls

How to view the history of recent incoming, outgoing, and missed calls.

Sort Recent Call Entries

Methods for sorting call records by time, name, or type.

Favorites and Contact Lists

Adding, viewing, and managing contacts designated as favorites for quick access.

Managing Favorites

Adding, viewing, and managing contacts designated as favorites for quick access.

Add Favorites

Steps to add existing contacts to your personal favorites list.

Using Buddy Lists

Managing lists of contacts to monitor their real-time presence and status.

Add Contacts to Your Buddy List

How to add contacts to your buddy list to track their availability.

View Your Watcher List

Viewing contacts that are monitoring your phone's status.

Block Contacts from Viewing Your Status

Preventing specific contacts from monitoring your presence status.

Contact Directory

Search for Contacts

Finding contacts within the phone's directory using search criteria.

Add a Contact to the Contact Directory

Instructions for adding new contacts with their details to the directory.

View Contact Information

How to view saved contact details, including name, number, and job title.

Corporate Directory

Searching the Corporate Directory

Methods for searching company contacts by name or advanced criteria.

Accessing, Sending, and Broadcasting Messages

Accessing Voicemail

How the phone indicates new voicemail and accessing messages.

Access Voicemail Messages

Step-by-step guide to checking voicemail messages via the Message Center.

Remove the Message Alert

Temporarily removing message waiting indicators and alerts.

Instant Messaging

How to send and receive short text messages to other users on the network.

Send Instant Messages

How to send short text messages to other users on the network.

Read Instant Messages

Steps to view and navigate through received instant messages.

Broadcasting Messages with Group Paging

Send a Group Page

Sending one-way audio announcements to a designated paging group.

Receiving Pages

How pages are received based on priority and call status.

Listen to a Page During an Active Call

How pages are handled when you are already on an active call.

Receiving Pages When Not in an Active Call

How pages are played when you are not currently on a call.

Group Paging Settings

Change the Default Paging Group

How to set a preferred group for sending one-way audio announcements.

Update Paging Group Subscriptions

Managing which paging groups you are subscribed to for receiving broadcasts.

Enable Pages to Play during Active Calls

Configuring pages to play interruptions during active phone calls.

Broadcasting Messages with Push to Talk

Send a PTT Broadcast

Instructions for transmitting audio messages using the Push to Talk feature.

Receiving PTT Broadcasts

How PTT broadcasts are received based on subscription and priority.

Listen to a PTT Broadcast during an Active Call

How PTT broadcasts are handled when you are already on an active call.

Receiving PTT Broadcasts When Not in an Active Call

How PTT broadcasts are played when you are not currently on a call.

Reply to PTT Broadcasts

How to respond to PTT broadcasts during the waiting period after transmission.

Push To Talk Settings

Change the Default Channel

Setting a preferred channel for Push to Talk broadcasts.

Update Channel Subscriptions

Subscribing to specific channels for PTT broadcasts.

Enable PTT Broadcasts to Play During Active Calls

Allowing PTT broadcasts to interrupt and play during active calls.

Poly CCX Phone Settings

Password Required to Access Basic Settings

Information on password protection for accessing phone configuration menus.

Set the System Language

How to change the display language of the phone's interface.

Disable Call Waiting

Disabling the call waiting feature to send incoming calls to voicemail.

Time and Date Display

Customizing how the time and date are displayed on the phone.

Change the Time and Date Format

Customizing how the time and date are displayed on the phone.

Disable the Time and Date Display

Turning off the display of time and date in the status bar.

Backlight Intensity and Timeout

Adjusting screen brightness and timeout settings for power saving.

Set the Backlight Intensity

Adjusting screen brightness for active and idle states.

Set the Backlight Timeout

Configuring the delay before the screen backlight dims.

Changing Your Background

Selecting and applying custom background images from available options.

Change the Background Picture

Selecting and applying custom background images from available options.

Adding Personal Photos as Your Background

Uploading personal photos from a USB drive to use as the phone background.

Reset Your Background

Restoring the phone's background to the default image.

Screen Savers

Activating and configuring screen saver settings using default or custom photos.

Enable Screen Savers

Activating and configuring screen saver settings using default or custom photos.

Use Personal Photos as Screen Savers

Setting up personal photos from a USB drive to be used as screen savers.

Disable the Screen Saver

Stopping the screen saver from starting automatically.

Use Your Phone as a Digital Picture Frame

Using the phone to display photos from a USB drive as a slideshow or single image.

Picture Frame Icons

Explains the icons used for controlling the picture frame feature.

Power Saving Mode

Managing phone power consumption by adjusting screen and idle timeouts.

Change Your Office Hours for Power Saving Mode

Setting specific work hours to manage the phone's power saving behavior.

Change Idle Timeouts for Power Saving Mode

Configuring the idle time before the screen turns off to conserve power.

Changing Audio Settings

Customizing ringtones, call notifications, and volume settings.

Change Incoming Call Notifications

Customizing where and how the phone alerts for incoming calls.

Set a Ringtone for Incoming Calls

Changing the default ringtone for incoming calls on the phone.

Set a Ringtone for Individual Contacts

Assigning unique ringtones to specific contacts for caller identification.

Change the Volume

Adjusting ringtone and call audio volume levels.

Updating Your Buddy Status

Manually setting your presence status (e.g., Busy, Away) to inform contacts.

Update Your Buddy Status

Manually setting your presence status (e.g., Busy, Away) to inform contacts.

Automatically Update Your Buddy Status

Enabling the phone to automatically change status based on idle time.

Security Classification

Viewing and modifying call security classification levels.

View the Security Classification for Your Phone

How to check the assigned security classification for phone lines.

Modify Security Classification Level

Adjusting call security levels during active calls to manage participant access.

Clear Call Logs and Contacts

Erasing stored call history and saved contacts from the phone.

Restrict Call Log and Contact Uploads

Phone Applications

Using the Calendar

Accessing and managing Microsoft Exchange calendar events and meetings.

Enter Your Microsoft Exchange Login Credentials

Providing user credentials to connect the phone to Microsoft Exchange.

Log In to Exchange Using Web Sign-in

Using web sign-in for Exchange access, especially with multifactor authentication.

Open the Calendar

Accessing the calendar view from various screens on the phone.

Navigating the Web and Idle Browsers

Using the phone's built-in web browsers for browsing and information display.

View the Idle Browser

Accessing the non-interactive web content displayed when the phone is idle.

Open the Web Browser

Launching the interactive web browser for searching and viewing web pages.

Browser Navigation Soft Keys

Explains the soft keys used for navigating web pages within the browser.

Using the Launch Pad

Accessing local or web applications, directories, and information feeds.

Access the Launch Pad

How to open the application launcher on the phone.

Open Applications

Launching default and custom applications from the Launch Pad.

Navigate the Launch Pad

Using soft keys to navigate through the Launch Pad interface.

Display the Launch Pad's Main Screen

Returning to the main window of the Launch Pad after exiting an application.

Enable My Info Portal

Setting up an account to access personalized information feeds.

Connecting Bluetooth and USB Devices

Enable Bluetooth

Activating the Bluetooth radio on the phone for wireless device connectivity.

Using Bluetooth Devices on Your Phone

Pairing and connecting Bluetooth devices like headsets and smartphones.

Using Bluetooth Headsets

Connecting and using Bluetooth headsets for call audio management.

Connect a Bluetooth Headset to Your Phone

Step-by-step guide for pairing and connecting a Bluetooth headset.

Managing Calls with Your Bluetooth Headset

Performing call functions using a connected Bluetooth headset.

Pairing a Smartphone to Your Phone

Connecting a smartphone to the phone for call control and audio playback.

Pair and Connect a Smartphone to Your Phone

Detailed steps for pairing a smartphone to the phone.

Managing Calls with Your Smartphone

Handling calls and audio via the connected smartphone.

Disconnect or Unpair a Connected Bluetooth Device

Removing or disconnecting paired Bluetooth devices from the phone.

Using Electronic Hookswitch

Setting the Headset Base Unit Options

Configuring specific headset base unit settings for EHS functionality.

Enable Electronic Hookswitch

Activating the electronic hookswitch feature for headset call management.

Change the Headset Mode

Switching headset modes (soft phone vs. desk phone) for proper operation.

Controlling Calls with Electronic Hookswitch

Using headset controls to manage calls with EHS enabled.

Disconnect Your Headset

Connecting to a Wireless Network

Connect to a Wireless Network

Steps to connect the phone to a Wi-Fi network using credentials.

Disconnect from a Wireless Network

How to disconnect the phone from the current wireless network.

Remove a Wireless Network

Deleting saved wireless network profiles from the phone.

BroadSoft Features

BroadSoft Directories

Accessing and managing various company directories provided by BroadSoft.

View a List of BroadSoft Contacts

How to view contacts from different BroadSoft directories.

Searching the BroadSoft Directory

Methods for finding contacts within BroadSoft directories.

Add BroadSoft Contacts to the Local Directory

Saving contacts found in BroadSoft directories to the local phone directory.

Managing a Personal BroadSoft Directory

Managing contacts stored in the personal BroadSoft directory.

Add a Contact to the Personal BroadSoft Directory

Adding new contacts to the personal BroadSoft directory.

Update a Contact's Information in the Personal BroadSoft Directory

Editing details for contacts in the personal BroadSoft directory.

Delete a BroadSoft Contact from the Personal Directory

Removing contacts from the personal BroadSoft directory.

Managing BroadSoft UC-One Favorites and Contacts

Managing UC-One contacts and favorites, and viewing presence information.

BroadSoft UC-One Contacts' Presence Information

Understanding presence icons for UC-One contacts and their meanings.

Viewing BroadSoft UC-One Contacts and Favorites

How to view UC-One contacts and their presence status on the phone.

View BroadSoft UC-One Favorites in the Contact List

Viewing UC-One favorites within the contact list interface.

View BroadSoft UC-One Groups

Accessing and viewing UC-One contact groups on the phone.

View Aggregated Self-Presence for BroadSoft Lines

Understanding aggregated presence information displayed on the home screen.

Filter BroadSoft UC-One Favorites

Filtering UC-One contacts by favorites or online status.

Search for BroadSoft UC-One Contacts

Searching for UC-One contacts directly from the UC-One Contacts screen.

BroadSoft UC-One Simultaneous Ring

Setting up multiple phone numbers to ring simultaneously for incoming calls.

Create a Personal Ring Group

Enabling and configuring personal ring groups for simultaneous ringing.

Add Numbers to Your Simultaneous Ring List

Adding extensions or numbers to the simultaneous ring list.

Delete Numbers from the Simultaneous Ring List

Removing numbers from the simultaneous ring list.

BroadSoft Executive-Assistant

Features for assistants to manage calls for assigned executives.

Private and Shared Lines for Executives and Assistants

How executives and assistants manage calls on shared and private lines.

Executive Options

Options for executives to manage calls, filter them, and set criteria for assistants.

Filter Executive Calls

Enabling call filtering to route executive calls directly to assistants.

Set a Filter Criteria for Filtered Calls

Defining which call types are filtered to an assistant.

Screen Executive Calls

Enabling call screening to display executive call notifications on the assistant's phone.

View a List of Assigned Assistants

Viewing assistants assigned to an executive and their opt-in status.

Assistant Options

Assistant capabilities for managing executive calls, filtering, and monitoring.

Answering Executive Calls

How assistants answer, reject, or ignore executive calls when filtering is active.

Place a Call on Behalf of an Executive

Assistants making calls on behalf of their assigned executives.

Push a Call to the Executives Phone

Transferring an active call to the executive's phone.

Opt In or Opt Out of being an Assistant for an Executive

Managing assistant status to monitor or manage executive calls.

Divert Filtered Executive Calls

Redirecting filtered executive calls to alternative numbers or assistants.

Pick Up a Held Executive Call on a Shared Line

How executives and assistants can pick up held calls on shared lines.

Pick Up a Held Executive Call on a Private Line

How executives and assistants pick up held calls on private lines.

Barge In on an Executive Call

Joining an active executive call to participate in the conversation.

Silently Barge In on an Executive Call

Listening to an executive call without participants' awareness or interaction.

Access the Call Actions for BroadWorks Dynamic Busy Lamp Field (BLF)

Ribbon Communications Features

Ribbon Communications Multiple Appearance Directory Number - Single Call Appearance

Using shared lines with multiple appearance directory numbers (MADN-SCA).

Placing a MADN Call

How MADN members place calls on a shared line and related notifications.

Answering a MADN Call

How incoming calls are handled and indicated for MADN members.

Barge In on an Active Call

Joining an active call on a shared line, creating a bridge call.

Leave a Bridge Call

How any member in a bridge call can leave while the call remains active.

Resume a Held MADN Call

How MADN members can resume calls that were placed on hold.

Enabling Privacy for MADN Calls

Using privacy codes or soft keys to control participation in MADN calls.

Enable Privacy

Activating privacy for active calls on a public shared line.

Disable Privacy Temporarily

Temporarily disabling privacy on a private shared line to allow more participants.

Enable Privacy on a Bridge Call

Making a bridge call private to prevent further barging in.

Managing the Ribbon Communications Address Books

Using the Global Address Book

Perform a Simple Search of the Global Address Book

Searching the GAB using basic criteria like name.

Perform an Advanced Search of the Global Address Book

Conducting detailed searches in the GAB by various criteria.

Save a Global Address Book Contact to the Contact Directory

Saving contacts from GAB to the local contact directory or PAB.

Save Global Address Book Search Results

Enabling persistence for GAB search results for easier future access.

Using the Personal Address Book

View Contacts in the Personal Address Book

Displaying contacts saved in the PAB within the phone's contact directory.

Search Your Personal Address Book

Finding contacts within the Personal Address Book by name.

Add Contacts to the Personal Address Book

Adding new contacts to the PAB, requiring a unique nickname.

Delete Contacts from the Personal Address Book

Removing contacts from the PAB and the phone.

Editing Contacts in the Personal Address Book

Modifying contact information locally or remotely via the Personal Agent.

Edit Contacts Locally

Editing contact details directly on the phone.

Editing Contacts Remotely

Updating contact information via the Ribbon Communications Personal Agent.

Accessibility Features

Users Who Are Deaf or Hard of Hearing

Features designed to assist users with hearing impairments.

Users with Limited Mobility

Features that help users with mobility challenges operate the phone.

Users Who Are Blind, Have Low Vision, or Have Limited Vision

Features to support users with visual impairments.

Maintaining Your Phone

Investigate Warnings

How to view and understand warning icons and messages displayed on the phone.

Remove Warnings

Temporarily clearing warning icons from the status bar.

Reboot Your Phone

Step-by-step guide for restarting the phone to resolve issues.

Update the Phone’s Configuration

Applying configuration changes to the phone without needing a reboot.

Test the Hardware

Performing diagnostic tests on the phone's hardware components.

Clean the Touchscreen

Instructions on how to safely clean the phone's touchscreen display.

View Software Details

Accessing information about the phone's software version and updates.

Updating the Phone Software

Procedures for updating the phone's software when new versions are available.

Update the Phone Software

Initiating the software update process when prompted.

Update the Software Later

Options to update software at a later time via the SWUpdate soft key.

Postpone Software Updates

Delaying software updates for a specified period.

Exit the Software Update Notification

Closing the software update notification without action.

CSTA Lines

Information on using CSTA lines for remote phone control via CTI applications.

Troubleshooting

Speakerphone

Troubleshooting steps if the speakerphone feature is not working.

USB Port

Addressing issues with the phone not detecting USB devices.

Check the Status of the Calendar

Diagnosing calendar problems related to Microsoft server connectivity.

Ribbon Communications Address Book

Troubleshooting access issues with Ribbon Communications address books.

View the Status of the Personal Address Book

Checking the status of the Personal Address Book for potential issues.

Polycom Desktop Connector

Solutions for common problems encountered when using the Polycom Desktop Connector.

Troubleshoot Audio and Echo Issues

Resolving audio quality problems, such as echoes, when using a headset.

Bluetooth Headset Issues

Common problems and solutions for using Bluetooth headsets.

Recording Issues and Solutions

Troubleshooting common problems encountered during call recording.

Reset the Phone to Factory Defaults

Restoring the phone to its original factory settings to resolve persistent issues.

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