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Polycom 8 quick start Personal Scheduler Visual Customization

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Personal Scheduler Visual Customization

Chapter 2 - Installation and Configuration

Personal Scheduler Visual Customization

The administrator can specify the text, icons and images, and configure the Tab fields and properties in the client’s Personal Scheduler.

Customization From the MGC Personal Scheduler Configuration Window

The following items can be customized in the Outlook New menu from the MGC Personal Scheduler Configuration window:

•Meeting request menu name

•Appointment request menu name

•Menu icons

Menu icon

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Polycom 8 quick start Personal Scheduler Visual Customization

Contents

Version MGC Personal Scheduler Quick Start GuideCatalog No. DOC2139B Version Proprietary and ConfidentialTable of Contents Table of Contents Introduction Package Contents System Requirements Personal Scheduler Client requirementsAbout the MGC Personal Scheduler User’s Guide Chapter 2 - Installation and ConfigurationPrerequisites Chapter 1 - IntroductionInstallation and Configuration To e-mailthe Client application shortcut MGC Personal Scheduler Software InstallationDeploying the Client Application The New E-mailMessage window opens4.Click the Setup file 6.Send the e-mailto end-usersfor installation SQL Database Configuration The Administrative Tools window opensChapter 2 - Installation and Configuration The Services window opens5.Click the Log On tab 8.In the Password field, enter the user’s password The MGC Web Server Manager Login dialog box opens MGC Web Server Manager ConfigurationTo start the MCU Web Server Manager application The MGC Web Server Manager window opens Connecting the MGC Web Server ManagerTo connect the MGC Web Server Manager Adding a New MCU To add an MCUField 2-11Table 2-1 MCU Properties Fields Description6.In the Port Number list, select Connecting an MCU To connect to an MCUPersonal Scheduler Visual Customization MGC Personal Scheduler Quick Start Guide 2-15Message Header title The MGCScheduler.oft file is automatically backed up in the CustomizeMGCSchedule.oft file located in the ClientInstall folder MGC Personal Scheduler Parameter Configuration 2-17Field 2.Fill in the fields as described in Table2-18 DescriptionDescription 2-19Field UserDescription 2-20Field PreferencesField Click Enable Limit Recurrences. The Limit2-21 Description2-22 Appointment Meeting RequestMenu Name Message HeaderTab name Tab fields name and location Page The Polycom Office window opens in Microsoft Outlook The Rename Page window opens The Design window opensSelect the Polycom Office tab 4.Enter the desired name of the tab and click OK8.The Properties window opens The Load Picture window opens Setting a Password To specify a password for a new user2.Double-clickon a user’s name To specify a password for an existing user3.Continue with step 1 in the previous procedure The User Properties dialog box opensManaging Templates To view the list of templates2-33 To view the template parametersThe list of templates appears MGC Personal Scheduler Quick Start GuideThe Conference Properties window opens, displaying the template parameters To add a new template Chapter 2 - Installation and Configuration 2-36Managing Conferences Alternatively, click the icon Scheduling ConferencesThe MGC Polycom Office Scheduler window opens Chapter 3 - Managing Conferences6.Click the Polycom Office tab 8.Select the ViaVideo Auto Connection check box to attach a ViaVideo attachment to a Meeting invitation. When the Meeting participant clicks the ViaVideo link, their ViaVideo endpoint automatically opens and connects to the On Going conference The Invite Dial-outEndpoints window opens 15.Click OKTo configure the appointment form The Calender Properties dialog box opens MGC Personal Scheduler Quick Start Guide4.Select Polycom Office and click Open Chapter 3 - Managing Conferences3.Continue with step 7 on page To schedule the reservation on the calendarThe Polycom Office window opens MGC Personal Scheduler Quick Start GuideE-mailSignature 3-10Field Table 3-1describes the signature fields3-11 DescriptionMGC Manager Reservation Remarks To view the reservation remarks3-13 MGC Personal Scheduler Quick Start Guide3-14 Chapter 3 - Managing ConferencesCanceling Appointments and Meetings Modifying Appointments and MeetingsScheduling Recurring Appointments and Meetings The Appointment Recurrence window opens Modifying Recurring Appointments or Meetings Canceling Recurring Appointments and Meetings Canceling Recurring Appointments/MeetingsApplication Exception You can view and read details about the exception Shown below is an actual email with attachments Audio Default-Audio Appendix A Default TemplatesCOP Default COP Video Default Video Video Switching Video-SwitchGeneral ParameterValue BasicValue ParameterAdvanced Value ParameterMeet Me Per Conf Video Layout ParameterValue RecordingGeneral ParameterValue BasicValue ParameterAdvanced Value ParameterMeet Me Per Conf Video Layout ParameterValue RecordingValue A-10Parameter AdvancedValue A-11Parameter Meet Me Per ConfValue A-12Parameter GeneralValue A-13Parameter AdvancedValue A-14Parameter Meet Me Per ConfValue A-15Parameter Video LayoutValue A-16Parameter GeneralValue A-17Parameter AdvancedValue A-18Parameter Meet Me Per ConfValue A-19Parameter Video LayoutAppendix A Default Templates A-20