Polycom ReadiManagerSE200 Software Manual
Outlook scheduling guide
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Also See for ReadiManagerSE200:
- Operator's manual (72 pages) ,
- Software manual (32 pages) ,
- Release note (5 pages)
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Summary of Contents for Polycom ReadiManagerSE200
- Page 1 Polycom ReadiManager SE200 Outlook Scheduling Guide Version 1.0.1 August 2006 PN: DOC2129B...
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Page 2: Trademark Information
You use the information in this document at your own risk, and Polycom will not be liable for errors or omissions in this document. Polycom does not warrant that the information contained in this document will meet... -
Page 3: Table Of Contents
Contents About This Guide ....... . . v Documentation Resources ........... . v Finding Help . - Page 4 Polycom ReadiManager SE200 Outlook Scheduling Guide...
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Page 5: About This Guide
About This Guide This document, the Polycom ReadiManager SE200 Outlook Scheduling Guide, describes how to create video conferences through Microsoft Outlook with Polycom ReadiManager. Documentation Resources In addition to this guide, the available documentation that describes the Polycom ReadiManager SE200 system includes: •... - Page 6 Polycom ReadiManager SE200 Outlook Scheduling Guide To display the Table of Contents, Index, and Search toolbar, click the TOC button at the top of the Help screen. You can download PDF files of the documentation from online help. From any...
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Page 7: Setting Up Microsoft Outlook For Use With Readimanager
Installing the ReadiManager Plug-in for Outlook The ReadiManager plug-in for Outlook is available on the ReadiManager server. Contact your Polycom Administrator for the ReadiManager server address. To install the Outlook plug-in, you must have Microsoft Outlook 200, SR1 or Outlook 2003, SP2. - Page 8 Polycom ReadiManager SE200 Outlook Scheduling Guide 1–2 Figure 1-1 Setup User Information Window Figure 1-2 Setup Server Information Window After installation is complete, open Microsoft Outlook. A new Video menu appears. For more information, see “The Video Menu” on page 2-1.
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Page 9: Setting Up A Readimanager Conference Calendar
Setting up a ReadiManager Conference Calendar To schedule ReadiManager conferences, you must associate a ReadiManager form with your Outlook Calendar. To add ReadiManager conferences to your existing calendar Alternatively, you can schedule video conferences on a separate calendar. If you do, when you send conference invitations to participants, a message from Microsoft Outlook displays indicating that it cannot tally responses for you. - Page 10 Polycom ReadiManager SE200 Outlook Scheduling Guide 1–4 From the Tools menu, select Forms > Choose Forms. Figure 1-4 Choose Form Dialog Box In the Look In drop-down list, select User Template in File System and click Browse.
- Page 11 Figure 1-5 Browse for Folder Dialog Box Go to Program Files > Polycom > Polycom Scheduler Outlook Plugin and click OK. Figure 1-6 Choose Form Dialog Box Setting up Microsoft Outlook for Use with ReadiManager 1–5...
- Page 12 Polycom ReadiManager SE200 Outlook Scheduling Guide Figure 1-7 Figure 1-8 1–6 Select ReadiManagerMeeting and click Open. Calendar Appointment Window From the Tools menu, select Forms > Publish Forms. Click Browse to select the appropriate calendar. Publish Form As Dialog Box...
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Page 13: Uninstalling The Outlook Plug-In
10. Close the Outlook application. Close the Web scheduling application. From the Control Panel, select Add or Remove Programs. Remove the Polycom ReadiManager SE200 Outlook plug-in. In Microsoft Outlook, right-click the Calendar icon and choose Properties. Click the Forms tab. -
Page 14: Checking The Version Of The Outlook Plug-In
Polycom ReadiManager SE200 Outlook Scheduling Guide Checking the Version of the Outlook Plug-in If you encounter difficulties scheduling video conferences through Outlook, check the version number of the Outlook plug-in. To check the version of the Outlook plug-in >> Updating Your ReadiManager Logon Information If your logon settings change at any time, you can reenter them. -
Page 15: Scheduling Readimanager Conferences
From the Video menu, you can: • • • Video Menu Check logon settings. Unless your logon information changes, you do not need to change these settings. Obtain help for using ReadiManager. View the version number of ReadiManager and access the Polycom Web site. 2–1... -
Page 16: The Conferences Resource Tab
Polycom ReadiManager SE200 Outlook Scheduling Guide The Conferences Resource Tab In addition to the Video menu, you can schedule the use of video endpoints through the Conference Resources tab in the Meeting Request window. Note: If the Conference Resources tab does not display, the ReadiManagerMeeting form may not be associated with the Calendar. -
Page 17: Scheduling A Video Conference
Scheduling a Video Conference You can schedule a video conference from Microsoft Outlook. To schedule a video conference Open the Microsoft Outlook Calendar. From the Actions menu, choose New Meeting Request or New ReadiManager Meeting. Figure 2-3 Actions Menu If the following warning appears, select the Allow access for check box and specify enough time to schedule the conference. - Page 18 2–4 In the Appointment tab, enter the names of the people you want to invite and the names of the rooms to use. To include people who are not in your network (called guests), enter their e-mail addresses. Figure 2-5...
- Page 19 Click the Scheduling tab to check availability of people and rooms. Figure 2-6 Scheduling Tab Click the Conference Resources tab. At the top of the window, select the conference type: — Select the Rooms Only option for conferences that only require a room and no equipment.
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Page 20: Adding An External Participant To A Video Conference
Polycom ReadiManager SE200 Outlook Scheduling Guide 11 When you are finished, click Send. Note: The meeting request message and e-mail notification identify the video endpoint participants should use and the number and PIN for dial-in. If a participant wants to use another video endpoint, this person should contact the ReadiManager Scheduler or Operator to modify the conference settings. -
Page 21: Creating Recurring Conferences
Creating Recurring Conferences You can schedule recurring video conferences. To create a recurring conference Note: ReadiManager supports only daily, weekly, and monthly recurring conferences. Figure 2-7 External Participant’s Dial Settings Dialog Box Enter the connection information for the external participant. Click OK. -
Page 22: Changing How Participants Dial Or Are Dialed
Polycom ReadiManager SE200 Outlook Scheduling Guide Changing How Participants Dial or Are Dialed You can change the dialing methods of video endpoints for a selected conference. The settings to change are: • • • Note: You can change the dialing options only when Dial In/Dial Out is allowed in the conference template. -
Page 23: Specifying The Type Of Conference
• To change settings for an endpoint that has been included in a conference Specifying the Type of Conference The type of conference you select determines what resources are available and reserved. Bit Rate. You can change the connection speed for the device, up to the speed set by the conference template. -
Page 24: Changing A Scheduled Conference
Polycom ReadiManager SE200 Outlook Scheduling Guide To set the conference type >> Note: You can use only POTS audio phones — not ISDN endpoints. The call may be dropped or have poor audio quality. Changing a Scheduled Conference You can change a scheduled conference, unless it has already started. To make changes to an active conference, see the ReadiManager Operator or Administrator. -
Page 25: Deleting A Scheduled Conference
Deleting a Scheduled Conference You can delete a ReadiManager conference from your calendar, unless it has already started. To delete a scheduled conference >> Using Advanced Settings If your user role includes certain permissions in ReadiManager, an Advanced Settings button appears on the Conference Resources tab. Click this button to display the Advanced Settings dialog box. -
Page 26: Selecting A Template
Polycom ReadiManager SE200 Outlook Scheduling Guide Note: If you do not see an Advanced Settings button, you do not have access to this feature. For more information, see your ReadiManager Administrator. From this screen, you can change the default settings for: •... -
Page 27: Forcing Mcu Usage
Forcing MCU Usage To use an MGC consistently, select the Always Use MCU option. This setting is the default when you select Audio Only as the conference type and prevents video endpoints from connecting to each directly. Setting the Video Mode for Multipoint Calls The video mode setting determines the initial screen layout on an endpoint's monitor for a multipoint conference that requires a stand-alone bridge (MCU). -
Page 28: Setting The Connection Speed
People and Content VO. This Polycom proprietary technology works with PictureTel endpoints. Select this option for older endpoints. Visual Concert PC. Select this option for use with Polycom ViewStation MP/512/SP/323 endpoints. Visual Concert FX. Select this option for use with Polycom ViewStation... -
Page 29: Using T.120
• Using T.120 T.120 is a standard that includes a series of protocols and specifications for multipoint data communication. From the T.120 drop-down list, select the speed for the T.120 connection. To determine the best combinations for your conferences, see your IT department. To disable the T.120 mode, select None. - Page 30 Polycom ReadiManager SE200 Outlook Scheduling Guide 2–16...
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