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Version 5.0| June 04, 2009 | 14158600-HD Ed.5
Polycom
®
KIRK
®
5020-5040 User Guide
© <Copyright Date> Polycom, Inc. All rights reserved.
Polycom, Inc.
4750 Willow Road
Pleasanton, CA 94588-2708
USA
No part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law,
reproducing includes translating into another language or format.
As between the parties, Polycom, Inc., retains title to and ownership of all proprietary rights with respect to
the software contained within its products. The software is protected by United States copyright laws and
international treaty provision. Therefore, you must treat the software like any other copyrighted material
(e.g., a book or sound recording).
Every effort has been made to ensure that the information in this manual is accurate. Polycom, Inc., is not
responsible for printing or clerical errors. Information in this document is subject to change without notice.
ii
Trademark Information
Polycom®, the Triangles logo, ReadiManager®, SoundPoint®, SoundStation®, ViaVideo®, VoiceStation®,
Vortex®, and VSX® are registered trademarks of Polycom, Inc. Convene™ , Global Management System™,
iPower™, MGC™, People+Content™, People On Content™, Polycom Conference Suite™, Polycom
Converged Management Application™ (CMA™), Polycom Distributed Media Application™ (DMA™),
Polycom HD Voice™, Polycom PathNavigator™, Polycom VideoPlus™, Polycom VoicePlus™, PVX™,
RAS™, ReadiConvene™, RMX 2000™, RSS™, V2iU™, VBP™, VS4000™, and VTX™ are trademarks of
Polycom, Inc.
All other trademarks are the property of their respective owners.
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.
Polycom, Inc. iii
Contents
Contents
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Handset Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Charger Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Battery Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Battery Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Battery Disposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
About Your 5020 / 5040 Handset . . . . . . . . . . . . . . . . . . 12
Handset Display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Status Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Display Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Navigating Handset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Basic Handset Options . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Turning Handset On/Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Adjusting Speaker Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Locking Keypad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Making Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Dial from Call List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Dial from Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Replying to messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
During Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Turning Loadspeaker On/Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Entering Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Using the Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Description of Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Polycom Kirk 5020-5040 User Guide
iv Polycom, Inc.
MSF Function . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
External Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
List of Menu Functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using the Alphanumeric Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Managing an Existing Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Dialing Contact from Phone Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Call Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Outgoing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Missed Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Sending Messages Using Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Reading a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Reading a Long Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Reading a Short Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Reading a Call Back Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Replying a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Silent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Ringing Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Firmware Version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Ringing Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Ringing Tone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Alerting Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Vibrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Changing Settings of Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Polycom, Inc. v
Contents
Auto Key Lock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Changing Settings of Auto Answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Out of Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Changing Settings of Out of Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Bluetooth (only KIRK 5040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Last Number Redial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Advanced... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Long Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Time & Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Error information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Technical Specification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Important Safety Instructions and Product Information . . . . . . . . . . . . . 68
Intrinsic safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
International Regulatory and Product Information . . . . . . . . . . . . . . . . . 71
Important Safety Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Polycom Kirk 5020-5040 User Guide
vi Polycom, Inc.
Polycom, Inc. 7
Polycom Kirk 5020-5040 User Guide Getting Started
Getting Started
Read all information in this section before you use your handset.
Handset Information
Never use your handset:
in the vicinity of electrical detonators
in shielded rooms
in areas where radio transmission is forbidden
in aircrafts
Do not place a handset near:
water, moisture or damp areas
heat sources, direct sunlight or unventilated areas
devices which generate strong magnetic fields such as electrical appliances,
fluorescent lamps, computers, radios, televisions or fax machines
areas where the handset can be covered, its ventilation impaired, liquid
spilled on the unit or objects inserted into the handset through any
openings.
areas with dust, vibration, shock or temperature extremes
Check for small metal objects in the handset earpiece/mouthpiece before using
the handset.
Do not store or locate flammable liquids, gases, or explosive materials in the
same compartment or vicinity as the cordless handset, its parts or accessories.
Danger
Ensure that the adapter voltage is the same as the electrical outlet
voltage.The handset uses radio signals and does not guarantee a connection
in all circumstances. Do not rely on a cordless handset to make emergency
calls.
Polycom Kirk 5020-5040 User Guide Charger Information
8 Polycom, Inc.
Charger Information
Two types of chargers can be used for the handset. An ordinary charger and a
USB charger. The USB charger supports a PC phone book management
program, provided for the system administrator
Table 1-1 Charger Information.
Battery Information
Read the following information before you handle the batteries:
Do not leave a battery where it could be subjected to extremely high
temperatures.
Do not charge battery when the ambient room temperature is above
40°C/104°F or below 5°C/41°F.
Do not replace batteries in potentially explosive environments, such as
rooms where flammable liquids or gases are present.
The battery will explode if disposed of in a fire.
Do not charge batteries unless you use the approved charger and the
proper batteries.
Only use the original lithium battery type 84743418 (ICP73048) in the 5020
/ 5040 Handset. Do not use these batteries with other products. These
batteries were designed specifically for use with the 5020 / 5040 Handset
and the 5020 / 5040 charger ONLY. Improper use of the batteries may result
in explosion and fire hazard. Do not do anything that would cause the
battery to short circuit.
Location Type Part Number
USA Ordinary charger 84642472
Countries outside the USA Ordinary charger 84642464
USA USB charger 84642473
Countries outside the USA USB charger 84642466
USA Power supply 84642471
EU Power supply 84642469
UK Power supply 84642470
All USB cable 84718504
Polycom, Inc. 9
Polycom Kirk 5020-5040 User Guide Getting Started
Do not let battery or charger come into contact with conductive metal
objects.
Do not attempt to take battery apart.
Power handset off before removing the battery.
Installing Battery
Before using the handset, it is necessary to install the battery.
1 To install battery press down back cover and slide it towards the bottom of
the handset.
2 Lift off back cover.
3 Insert battery with the label readable. Align the contacts of the battery with
the corresponding connectors on the battery compartment and insert in
the direction of the arrow.
Warning: Make sure that the contacts of the battery and the connectors of
the battery compartment are aligned before sliding the battery in the
direction of the arrow.
4 Press back cover back in locked position (when you hear a click the back
cover is in position).
Note: The product label, including the CE logo, can be found in the battery
compartment.
Polycom Kirk 5020-5040 User Guide Battery Capacity
10 Polycom, Inc.
Charging Battery
When charging battery for the first time, it is necessary to leave handset in
charger for 14-16 hours for the battery to be fully charged.
During normal operation, it takes approximately 6 hours to charge the handset
from fully discharged to its full capacity. Turning the backlight off reduces
charging time with approximately 2 hours (refer to “Turning Backlight Off” on
page 56).
á Place handset in charger.
For correct charging, be sure the room temperature is between 0°C/32°F and
40°C/104°F. Do not place the handset in direct sunlight. The battery has a
built-in heat sensor which will stop charging if the battery temperature is too
high.
If the handset is turned off when placed in charger, nothing indicates the
charging. There will be no reaction on incoming calls.
If the handset is turned on when charging, the display shows the blue charging
icon in the status bar. The charging icon is replaced by the green fully
charged icon , when the battery is fully charged (when handset is removed
from charger, the charging icon disappears). The handset will not vibrate. Auto
answer is inactive. The handset reacts normally for incoming calls.
It is necessary to recharge battery when display shows the battery low icon ,
or if the handset cannot be turned on.
Battery Capacity
The capacity of the battery depends on the use of backlight and talk time.
Battery capacity in active mode:
5020: up to 20 hours of talk time. 5040: up to 15 hours of talk time.
Battery capacity in standby mode:
Polycom, Inc. 23
Polycom Kirk 5020-5040 User Guide Making Calls
Making Calls
The handset must be subscribed and registered to make a call. For more
information about subscribing, refer to “Creating a Login” on page 64.
For internal calls, dial extension number. Contact your system administrator
for a list of these extension numbers.
For external calls, dial external code (or line pool code) to access an external
line, then dial external number. Contact your system administrator to confirm
what external code or line pool code to use.
Off Hook Dialling (Dial Directly)
1 Press to make a call.
2 Dial number.
3 Press to terminate the call.
On Hook Dialling (Pre-Dial)
1 Dial number.
2 Press to make a call.
3 Press to terminate the call.
Dial from Phone Book
The handset’s phone book is familiar to an ordinary phone book. However, the
find name function makes it easy to find a contact as you can jump directly to
the desired contact using the quick search as described below.
1 Press Menu to enter main menu.
2 Scroll to Phone Book and press Select.
3 Scroll to Find name and press Select.
4 To find a name you can:
5 Scroll until you reach the desired name. To scroll through the names
quickly press the navigation key continuously.
6 Use quick search by pressing the first letter(s) (max. 5 letters) of the desired
name (refer to “Using the Alphanumeric Keyboard” on page 32).
7 Press .
8 If more than one number: scroll to the desired number and press .
23


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