Table of Contents
Polycom, Inc v
Modifying Participants in the Address Book ........................................................... 8-15
Deleting Participants from the Address Book ..........................................................8-15
Copying or Moving a Participant ..............................................................................8-16
Searching the Address Book ....................................................................................... 8-17
Filtering the Address Book ......................................................................................... 8-18
Filtering Address Book Data Using a Predefined Pattern .............................. 8-18
Filtering Address Book Data Using a Custom Pattern ...................................8-19
Clearing the Filter .................................................................................................8-20
Obtaining the Display Name from the Address Book .................................................... 8-21
Guidelines ...................................................................................................................... 8-21
Enabling and Disabling the Obtain Display Name from Address Book
Feature ............................................................................................................................ 8-21
Importing and Exporting Address Books ......................................................................... 8-22
Exporting an Address Book ........................................................................................ 8-22
Importing an Address Book ........................................................................................ 8-22
Integrating the Global Address Book (GAB) of Polycom RealPresence Resource
Manager (XMA) or Polycom CMA™ with the Collaboration Server ........................... 8-23
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Operator Conferences ............................................................................................................ 9-1
Defining the Components Enabling Operator Assistance ....................................... 9-3
Defining a Conference IVR Service with Operator Assistance Options .........9-3
Defining an Entry Queue IVR Service with Operator Assistance Options .... 9-5
Defining a Conference Profile for an Operator Conference .............................9-6
Starting an Ongoing Operator Conference .........................................................9-8
Saving an Operator Conference to a Template ................................................ 9-10
Starting an Operator Conference from a Template .........................................9-11
Monitoring Operator Conferences and Participants Requiring Assistance ........9-12
Requesting Help ................................................................................................... 9-12
Participant Alerts List ..........................................................................................9-13
Audible Alarms .................................................................................................................... 9-13
Using Audible Alarms .........................................................................................9-13
Moving Participants Between Conferences ...................................................................... 9-14
Moving Participants Options ...................................................................................... 9-15
Conference Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Guidelines ..............................................................................................................10-1
Using Conference Templates .............................................................................................. 10-2
Toolbar Buttons .....................................................................................................10-2
Creating a New Conference Template .............................................................................. 10-4
Creating a new Conference Template from Scratch ................................................ 10-4
Saving an Ongoing or AVC-based CP Operator Conference as a Template ....... 10-8
Starting an Ongoing Conference From a Template .........................................................10-9
Starting an Operator Conference from a Template (AVC
Conferencing) ...................................................................................................... 10-10
Deleting a Conference Template ...................................................................................... 10-10
Exporting and Importing Conference Templates ..........................................................10-11
Exporting Conference Templates .............................................................................10-11
Exporting All Conference Templates from an MCU ..................................... 10-12