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Polycom 8 quick start Prerequisites, About the MGC Personal Scheduler User’s Guide, Introduction

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Chapter 1 - Introduction

Prerequisites

This manual assumes the user has the following knowledge:

•Familiarity with the Windows environment

•Familiarity with Microsoft Outlook®

•Basic knowledge of video conferencing concepts and terminology

About the MGC Personal Scheduler User’s Guide

The Personal Scheduler User’s Guide includes the following topics:

•Chapter 1 - Introduction

Provides a general description of Personal Scheduler, System Requirements and Prerequisites.

•Chapter 2 - Installation and Configuration

Includes information the Administrator needs to install and configure the MGC Web Server Manager, SQL Database and Conference Templates. It also describes how to deploy the application to end-users.

•Chapter 3 - Managing Conferences

Describes how the end-user sets up conferences using Personal Scheduler, including modifying and cancelling meetings and recurrent meetings.

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Polycom 8 Prerequisites, About the MGC Personal Scheduler User’s Guide, Introduction, Installation and Configuration

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 requirementsChapter 2 - Installation and Configuration PrerequisitesAbout the MGC Personal Scheduler User’s Guide Chapter 1 - IntroductionInstallation and Configuration MGC Personal Scheduler Software Installation Deploying the Client ApplicationTo e-mailthe Client application shortcut 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 opens5.Click the Log On tab The Services window opensChapter 2 - Installation and Configuration 8.In the Password field, enter the user’s password To start the MCU Web Server Manager application MGC Web Server Manager ConfigurationThe MGC Web Server Manager Login dialog box opens To connect the MGC Web Server Manager Connecting the MGC Web Server ManagerThe MGC Web Server Manager window opens Adding a New MCU To add an MCU2-11 Table 2-1 MCU Properties FieldsField Description6.In the Port Number list, select Connecting an MCU To connect to an MCUPersonal Scheduler Visual Customization Message Header title 2-15MGC Personal Scheduler Quick Start Guide The MGCScheduler.oft file is automatically backed up in the CustomizeMGCSchedule.oft file located in the ClientInstall folder MGC Personal Scheduler Parameter Configuration 2-172.Fill in the fields as described in Table 2-18Field Description2-19 FieldDescription User2-20 FieldDescription PreferencesClick Enable Limit Recurrences. The Limit 2-21Field Description2-22 Meeting Request Menu NameAppointment Message HeaderTab name Tab fields name and location Page The Polycom Office window opens in Microsoft Outlook The Design window opens Select the Polycom Office tabThe Rename Page window opens 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 userTo specify a password for an existing user 3.Continue with step 1 in the previous procedure2.Double-clickon a user’s name The User Properties dialog box opensManaging Templates To view the list of templatesTo view the template parameters The list of templates appears2-33 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 Scheduling Conferences The MGC Polycom Office Scheduler window opensAlternatively, click the icon 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 ConferencesTo schedule the reservation on the calendar The Polycom Office window opens3.Continue with step 7 on page MGC Personal Scheduler Quick Start GuideE-mailSignature 3-10Table 3-1describes the signature fields 3-11Field 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 Appendix A Default Templates COP Default COP Video Default VideoAudio Default-Audio Video Switching Video-SwitchParameter ValueGeneral BasicAdvanced ParameterValue Meet Me Per Conf ParameterValue Parameter ValueVideo Layout RecordingParameter ValueGeneral BasicAdvanced ParameterValue Meet Me Per Conf ParameterValue Parameter ValueVideo Layout RecordingA-10 ParameterValue AdvancedA-11 ParameterValue Meet Me Per ConfA-12 ParameterValue GeneralA-13 ParameterValue AdvancedA-14 ParameterValue Meet Me Per ConfA-15 ParameterValue Video LayoutA-16 ParameterValue GeneralA-17 ParameterValue AdvancedA-18 ParameterValue Meet Me Per ConfA-19 ParameterValue Video LayoutAppendix A Default Templates A-20