Polycom ReadiManagerSE200 Guía de inicio rápido

Polycom ReadiManager SE200

Outlook Scheduling Guide

Version 1.0.1

August 2006

PN: DOC2129B

Polycom ReadiManager SE200 Outlook Scheduling Guide

Polycom Headquarters: 4750 Willow Road, Pleasanton, CA 94588

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Road, Wanchai, Hong Kong

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No part of this document may be reproduced or transmitted in any form or by any means,

electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc.

Under the law, reproducing includes translating into another language or format.

As between parties, Polycom, Inc. retains title to and ownership of all proprietary rights with

respect to the software contained within its products. The software is protected by United States

other copyrighted material (e.g. a book or sound recording).

Other Restrictions

You shall not and shall not allow any third party to 1) decompile, disassemble, or otherwise

reverse engineer or attempt to reconstruct or discover any source code or underlying ideas or

algorithms of the software by any means whatsoever or 2) remove any product.

Trademark Information

Polycom®, the Polycom logo design, ViaVideo®, ViewStation®, and SoundStation® are

registered trademarks; ReadiManager™ SE200, Global Management System™, PathNavigator™,

ReadiConvene™, iPower™, People+Content™, MGC™, WebCommander™, PVX™, QSX™,

VSX™, and VTX™7000 are trademarks of Polycom, Inc. in the United States and various other

countries. Microsoft® and Outlook® are registered trademarks of Microsoft Corporation in the

United States and/or other countries. All other trademarks are the property of their respective

owners.

Patent Information

The accompanying product is protected by one or more U.S. and foreign patents and patents

pending held by Polycom, Inc.

Warranty

See Polycom End User License Agreement

Note: Polycom believes that this document is accurate as of the date of its issuance. Polycom

disclaims any obligation to update the information contained herein. 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

your particular requirements or the requirements of any particular installation.

iii

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Documentation Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Finding Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

1Setting up Microsoft Outlook for Use with ReadiManager

Installing the ReadiManager Plug-in for Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–1

Setting up a ReadiManager Conference Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–3

Uninstalling the Outlook Plug-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–7

Checking the Version of the Outlook Plug-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8

Updating Your ReadiManager Logon Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1–8

2Scheduling ReadiManager Conferences

The Video Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–1

The Conferences Resource Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–2

Scheduling a Video Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–3

Adding an External Participant to a Video Conference . . . . . . . . . . . . . . . . . . . . . . . . . 2–6

Creating Recurring Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–7

Changing How Participants Dial or Are Dialed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–8

Specifying the Type of Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–9

Changing a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–10

Deleting a Scheduled Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11

Using Advanced Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–11

Selecting a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12

Specifying Dial Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–12

Forcing MCU Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–13

Setting the Video Mode for Multipoint Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–13

Setting the Connection Speed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14

Using People + Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–14

Using T.120 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–15

Chair Person Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2–15

Polycom ReadiManager SE200 Outlook Scheduling 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:

•Polycom ReadiManager SE200 Getting Started Guide

•Polycom ReadiManager SE200 Operator’s Guide

•Polycom ReadiManager SE200 Administrator’s Guide

•Polycom ReadiManager SE200 Web Scheduling Guide

•Polycom ReadiManager SE200 Upgrade Guide

Finding Help

Online help is available throughout ReadiManager. To access the online help,

click the question mark in the upper-right corner of the ReadiManager SE200

screen.

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

Help screen, click the PDF link.

1–1

Setting up Microsoft Outlook for

Use with ReadiManager

This chapter describes how to install the ReadiManager Microsoft Outlook

plug-in.

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.

To download the ReadiManager Outlook plug-in

1 Log on to the ReadiManager application.

2 When the My Conferences screen appears, click Downloads.

3 Click the link for the Polycom ReadiManager Outlook Plug-in.

4 Save the plug-in installation file on your computer.

To install the ReadiManager plug-in for Outlook

1 Make sure Microsoft Outlook is closed.

2 Double-click the plug-in installation file to start the installation.

3 Follow the on-screen instructions. See your ReadiManager Administrator

or IT Administrator for the required information.

Polycom ReadiManager SE200 Outlook Scheduling Guide

1–2

Figure 1-1 Setup User Information Window

Figure 1-2 Setup Server Information Window

4 After installation is complete, open Microsoft Outlook. A new Video

menu appears. For more information, see “The Video Menu” on page 2-1.

Setting up Microsoft Outlook for Use with ReadiManager

1–3

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

1 From the Folder List pane, right-click the Calendar icon, , and select

Properties.

2 On the General tab, in the When posting to this folder, use drop-down

list, select ReadiManagerMeeting.

3ClickOK to close the Calendar Properties dialog box.

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.

This message appears because responses to meeting requests can only be

tallied on the main Outlook Calendar.

To create a separate ReadiManager conference calendar

1 From the File menu, choose New > Folder to create a new folder.

2 In the Folder Contains drop-down list, select Calendar Items.

3 In the Name field, enter a new calendar name and click OK.

Figure 1-3 Create New Folder Window

Polycom ReadiManager SE200 Outlook Scheduling Guide

1–4

4 From the Tools menu, select Forms > Choose Forms.

Figure 1-4 Choose Form Dialog Box

5 In the Look In drop-down list, select User Template in File System and

click Browse.

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