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Polycom 8 quick start Installation and Configuration

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Installation and Configuration

After the Administrator installs the MGC Personal Scheduler package, he/ she configures the Client software for deployment for end-user installation. Personal Scheduler is configured solely by the Administrator; there is no configuration required on the part of the end-user.

After Personal Scheduler is configured, the Administrator sends the Personal Scheduler Client application by e-mail or can use the automatic Client installation. The Personal Scheduler client is automatically installed when the end-user runs (double-clicks) the attachment. For more information, see “MGC Personal Scheduler Software Installation” on page 2-2.

Administrator installation and configuration of Personal Scheduler includes:

•Personal Scheduler Software Installation

•SQL Database Configuration (if an SQL Database is used)

•MGC Web Server Manager Configuration

—Connecting to the Server

—Adding MCUs

—Connecting MCUs

—Personal Scheduler Configuration

•Template Management

•Client Application Administrator Installation (optional)

•Client Application Deployment

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Polycom 8 quick start Installation and Configuration

Contents

MGC Personal Scheduler Quick Start Guide VersionProprietary and Confidential Catalog No. DOC2139B VersionTable of Contents Table of Contents Introduction Package Contents Personal Scheduler Client requirements System RequirementsPrerequisites Chapter 2 - Installation and ConfigurationAbout the MGC Personal Scheduler User’s Guide Chapter 1 - IntroductionInstallation and Configuration Deploying the Client Application MGC Personal Scheduler Software InstallationTo e-mailthe Client application shortcut The New E-mailMessage window opens4.Click the Setup file 6.Send the e-mailto end-usersfor installation The Administrative Tools window opens SQL Database ConfigurationThe Services window opens Chapter 2 - Installation and Configuration5.Click the Log On tab 8.In the Password field, enter the user’s password MGC Web Server Manager Configuration The MGC Web Server Manager Login dialog box opensTo start the MCU Web Server Manager application Connecting the MGC Web Server Manager The MGC Web Server Manager window opensTo connect the MGC Web Server Manager To add an MCU Adding a New MCUTable 2-1 MCU Properties Fields 2-11Field Description6.In the Port Number list, select To connect to an MCU Connecting an MCUPersonal Scheduler Visual Customization 2-15 MGC Personal Scheduler Quick Start GuideMessage Header title The MGCScheduler.oft file is automatically backed up in the CustomizeMGCSchedule.oft file located in the ClientInstall folder 2-17 MGC Personal Scheduler Parameter Configuration2-18 2.Fill in the fields as described in TableField DescriptionField 2-19Description UserField 2-20Description Preferences2-21 Click Enable Limit Recurrences. The LimitField Description2-22 Menu Name Meeting RequestAppointment Message HeaderTab name Tab fields name and location Page The Polycom Office window opens in Microsoft Outlook Select the Polycom Office tab The Design window opensThe Rename Page window opens 4.Enter the desired name of the tab and click OK8.The Properties window opens The Load Picture window opens To specify a password for a new user Setting a Password3.Continue with step 1 in the previous procedure To specify a password for an existing user2.Double-clickon a user’s name The User Properties dialog box opensTo view the list of templates Managing TemplatesThe list of templates appears To view the template parameters2-33 MGC Personal Scheduler Quick Start GuideThe Conference Properties window opens, displaying the template parameters To add a new template 2-36 Chapter 2 - Installation and ConfigurationManaging Conferences The MGC Polycom Office Scheduler window opens Scheduling ConferencesAlternatively, 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 15.Click OK The Invite Dial-outEndpoints window opensTo configure the appointment form MGC Personal Scheduler Quick Start Guide The Calender Properties dialog box opensChapter 3 - Managing Conferences 4.Select Polycom Office and click OpenThe Polycom Office window opens To schedule the reservation on the calendar3.Continue with step 7 on page MGC Personal Scheduler Quick Start Guide3-10 E-mailSignature3-11 Table 3-1describes the signature fieldsField DescriptionTo view the reservation remarks MGC Manager Reservation RemarksMGC Personal Scheduler Quick Start Guide 3-13Chapter 3 - Managing Conferences 3-14Modifying Appointments and Meetings Canceling Appointments and MeetingsScheduling Recurring Appointments and Meetings The Appointment Recurrence window opens Modifying Recurring Appointments or Meetings Canceling Recurring Appointments/Meetings Canceling Recurring Appointments and MeetingsApplication Exception You can view and read details about the exception Shown below is an actual email with attachments COP Default COP Video Default Video Appendix A Default TemplatesAudio Default-Audio Video Switching Video-SwitchValue ParameterGeneral BasicParameter ValueAdvanced Parameter ValueMeet Me Per Conf Value ParameterVideo Layout RecordingValue ParameterGeneral BasicParameter ValueAdvanced Parameter ValueMeet Me Per Conf Value ParameterVideo Layout RecordingParameter A-10Value AdvancedParameter A-11Value Meet Me Per ConfParameter A-12Value GeneralParameter A-13Value AdvancedParameter A-14Value Meet Me Per ConfParameter A-15Value Video LayoutParameter A-16Value GeneralParameter A-17Value AdvancedParameter A-18Value Meet Me Per ConfParameter A-19Value Video LayoutA-20 Appendix A Default Templates