Polycom 5.3 manual Copy a Conference, Edit a Participant’s Settings

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Conference Management Operations

Copy a Conference

Future, ongoing, or past conferences can be copied as a template for a future conference.

To copy a conference

1Go to the appropriate conference view.

2Select the conference of interest and click Copy .

3If you used a template other than the default when you created the conference, reselect the template.

4Make the required changes to the conference date, participants, rooms, or other settings. For information on performing these tasks, see “Add/Schedule a Conference” on page 19.

5When finished, click Schedule.

The system verifies that it has a bridge with the capabilities and resources required for your conference. If it does, the conference notification email appears with a message indicating Conference Successfully Scheduled.

6To exit without sending an updated email to your participants, click Skip Email.

Edit a Participant’s Settings

Participant’s settings for future scheduled conferences may be edited. You cannot edit a participant’s settings for an active or past conference.

To edit a participant’s settings

1Go to Conference > Future.

2Select the conference of interest and click Edit .

3If you select a recurring conference, a dialog box appears asking if you want to edit all conferences in the series or just the selected one. Make the appropriate choice and click Edit.

4In the conference scheduling page, select the participant of interest from the Selected Participants and Rooms list and click Edit.

5In the Edit Participant Settings dialog box, edit the participant settings as required.

a Select the participant’s endpoint, if the participant has more than one available.

Polycom, Inc.

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Contents Polycom CMA System Web Scheduling Guide USA Contents Index Advanced Scheduling OperationsConference and Participant Details Scheduling Overview Polycom CMA System OverviewGeneral Scheduling Information Log Into the Polycom CMA SystemBridge Selection and Cascading Scheduling Participants and EndpointsBridge Scheduling and Reassignment Filter and Search a List Field Input RequirementsBarbara Smithe Click Settings in the top-right corner Change PasswordClick Change Password Log Out of the Polycom CMA SystemPolycom CMA System Web Scheduling Guide Conference list Conference Menu and ViewsPolycom CMA system Conference menu provides these views Section Description Conference views have these sectionsRefresh AddConference Views-Future and Ongoing Conferences may be in the following states Conference StatesUser Menu and Guest Book Context-Sensitive Conference CommandsCommand Description Context-Sensitive Guest Book CommandsAdd a Guest to the System Guest Book Guest Book has these fieldsUsername @domain .com If the guest has an IP H.32.3 endpoint, configureClick OK Delete a Guest from the System Guest Book Edit a Guest in the System Guest BookClick Edit Guest Click Delete GuestPolycom CMA System Web Scheduling Guide Go to Conference Future and click Add Add/Schedule a ConferenceFor an Audio Only conference To make the conference recurringChange the Conference Type to Audio Only Participants and Rooms listClick Add Guest Setting DescriptionParticipants and Rooms list Select the conference of interest and click Edit Edit a ConferenceGo to Conference Future Change the Conference Type to Audio Only Copy a Conference Edit a Participant’s SettingsSpecify how the participant will join the conference Edit a Room’s Settings View Scheduling Information for a Conference Edit Conference Settings onGo to Conference Ongoing Manage an Active ConferenceUse these participant actions as needed Command Use this command toUse these conference actions as needed New Conference Participants list Add Additional Participants to an Active ConferenceParticipants list Click Add Participant and then click Add Guest From the Conference Actions list, click Add Room Add a Room to an Active ConferenceView the Video of a Participant in an Active Conference Manage a Participant’s Endpoint During a Conference GDS View a Participant’s Details During a ConferenceMGC , RMX , GW/MCU , Other , and Tandberg Delete a Conference Terminate an Active ConferencePolycom CMA System Web Scheduling Guide Advanced Scheduling Operations Edit Conference SettingsConference Requires Chairperson selected but Chairperson featureDial-In+Dial-Out SwitchingSetting Description People and Content VO. This Polycom proprietary Application Sharing. Allows two or more Select a Bridge for a ConferenceClick Manual Cascade Create a Cascaded Conference Across Multiple BridgesAdd Link dialog box, select the Link Type Conference Details section has these fields Conference ImageConference Details VGA Mode is None Conference FeaturesConference Features section has these fields MCU Bridge MCU FeaturesParticipants section has these fields Participants ListParticipant Details section has these fields Participant DetailsSection Description Participant Settings dialog box has these fields Participant SettingsSection Description Polycom CMA System Web Scheduling Guide Index ASCII-only fields Index Polycom, Inc