Polycom READIMANAGER SE200 User Manual

Polycom ReadiManager Web Scheduling Guide

PN: DOC2130A

Polycom ReadiManager Web Scheduling Guide

Copyright

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Contents

About this Guide

1 Getting Started with Scheduling

Logging On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–1

Downloading the Polycom Plugin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3

Getting Help When You Need It . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–4

2 Scheduling Videoconferences

Creating a Videoconference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2

Differences in Conference Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Other Scheduling Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Editing Dial Options for a Video Endpoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7

Creating Recurring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9

Adding a Guest to a Videoconference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10

Making Changes to a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11

3 Using Advanced Settings When Scheduling

Selecting a Template in Advanced Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–2

Specifying Dial Options for the Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3

Forcing MCU Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–3

Setting the Video Mode for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–4

Setting the Connection Speed for a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5

Using People + Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5

Using T.120 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–6

Chair Person Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–7

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Polycom ReadiManager Web Scheduling Guide

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About this Guide

This document, the Polycom ReadiManager Web Scheduling Guide, includes
information about using the web scheduling capabilities in Polycom
ReadiManager

Web scheduling is part of the larger ReadiManager application that is used to
configure and manage video communications within an enterprise.

An HTML version of the information in this guide is available to you as online
help while you work with ReadiManager. To access the online help, click the
question mark icon in the upper-right corner of the ReadiManager page.

The following additional documentation about ReadiManager is available:

• Polycom ReadiManager Outlook Scheduling Guide

• Polycom ReadiManager Operator’s Guide

• Polycom ReadiManager Administrator’s Guide

™ to schedule videoconferences.

®

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Polycom ReadiManager Web Scheduling Guide

vi

Getting Started with Scheduling

This chapter tells you how to get started with ReadiManager, including how
to access it through a browser, how to use help, and how to download the
required Microsoft .Net controls.

If you are already logged in and ready to schedule, turn to Chapter 2,
“Scheduling Videoconferences.”

Logging On

Polycom ReadiManager is installed on a server and is accessed through
Microsoft Internet Explorer.

1

What you need:

• The IP address of the ReadiManager server.

• Your user name and password.

If you have a ReadiManager-only surname and password, your
ReadiManager administrator can provide you with them. Otherwise, use
your regular company network login.

To access ReadiManager from a PC

>>

Launch Internet Explorer and type your ReadiManager server IP address
in the address line of your browser.

Example: http://ReadiManager Appliance IP Address

1–1

Polycom ReadiManager Web Scheduling Guide

To log in to ReadiManager

>>

Log into ReadiManager by entering your user name, password, and
domain, and then clicking the Login button.

Please note: The password is case-sensitive.

For most users, the appropriate domain will be the same as the domain
you use to log into your main company network. For some users, the
domain is “Local.” If you are uncertain what domain to use, contact your
ReadiManager administrator.

Figure 1-1 Login Screen

The My Conferences page appears.

If you are assigned a ReadiM anager role other than Scheduler, you will se e a
different screen. If so, click the My Conferences link at the top of the page to get to
S cheduling.

To log out of ReadiManager

>>

When you are finished working in ReadiManager click the Log Out link at
the top right corner of the screen.

Figure 1-2 Log Out Link

1–2

Downloading the Polycom Plugin

The ReadiManager Scheduling interface uses special Microsoft.NET controls
and ActiveX controls that run in your Internet Explorer browser window. The
first time that you access ReadiManager Scheduling on a given computer, you
will be prompted to download and install a Polycom plugin, and may also be
prompted to download and install the .NET framework, if it is not already on
your computer system.

If you need assistance setting up yo ur com puter system and brow ser to work
correctly with R eadiM anager, please contact your R eadiM anager adm inistrator.

When you return to the ReadiManager Operator View, you may see a “Wait...”
prompt for a few seconds as the control loads, but you will not have to install
it again on this computer.

To install the ReadiManager plugin

1 Click the link to download the plugin.

Getting Started with Scheduling

2 If an Internet Explorer Security Warning appears, click Run to confirm

that it is ok to download and run the plugin.

3 In the Download message box, click Open.

4 When the installer window appears, click Next to start the installation

process.

5 Respond to the screens in the Installer Wizard, to install the plugin.

6 If another Internet Explorer Security Warning appears, click OK to

confirm that it is ok to run the control.

The control will load and display in the page.

1–3

Polycom ReadiManager Web Scheduling Guide

Getting Help When You Need It

Online help is available throughout ReadiManager. On any page, you can click
the Help button in the upper right corner to get information about the current
page.

Figure 1-3 The Help button launches the online help

The online help automatically displays a topic associated with the page you
were on in ReadiManager.

From any help page, you can access the full help system. To display the Table
of Contents, Index, and Search panel, click the TOC button at the top of the
Help window, as shown below.

Figure 1-4 A ccessing the Table of Contents

1–4

Accessing PDFs of the Documentation

PDFs of the documentation are available for download from the online help
system.

From any page in the Help, click the PDF link.

Figure 1-5 PDF Link