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MGC
Personal Scheduler
Quick Start Guide
Version 8.0
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Copyright © 2006 Polycom, Inc. All Rights Reserved Catalog No. DOC2139B Version 8.0 Proprietary and Confidential The information contained herein is the sole intellectual property of Polycom, Inc. No distribution, reproduction or unauthorized use of these materials is permitted without the expressed written consent of Polycom, Inc. Information contained herein is subject to change without notice and does not represent commitment of any type on the part of Polycom, Inc. Polycom and Accord are
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Table of Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Package Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 About the MGC Personal Scheduler User’s Guide . . . . . . .
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Table of Contents Viewing the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21 Appendix A: Default Templates . . . . . . . . . . . . . . . . . . . . . . .A-1 Default Conference Template Properties - Default_COP . . . . . . . . A-2 Default Conference Template Properties - Default_Video . . . . . . . A-6 Default Conference Template Properties - Default-Audio . . . . . . . A-9 Default Conference Template Properties - Software CP . . . . . . . A-12 Default Conference
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1 Introduction Polycom MGC Personal Scheduler is designed for scheduling audio and ® video conferences on the MCU directly from the Microsoft Outlook application. Using the standard Microsoft Outlook conventions, the user schedules the conference start date and time, conference duration, and invites other participants from their Microsoft Outlook Calendar. MGC Personal Scheduler is a plug-in to the users’ Outlook Client application. The plug-in communicates with the MGC Personal Scheduler
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Chapter 1 - Introduction The MGC Personal Scheduler is configured by an Administrator who e-mails the Personal Scheduler application to end-users or use the automatic Client installation. The installation of the client software is automatic - allowing Personal Scheduler to seamlessly interface with the end-users’ Microsoft Outlook application. Once the user schedules the conference in Microsoft Outlook, it is submitted to the Personal Scheduler Server for MCU resource availability. An accep
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MGC Personal Scheduler Quick Start Guide System Requirements This section lists the MGC Personal Scheduler requirements. There are different requirements for the computer running the MGC Web Server Manager and for the computer running the MGC Personal Scheduler for the Client. Personal Scheduler MGC Web Server Manager requirements: • PC with Pentium 166 MHz or higher processor • 64 MB RAM ® • Windows NT/2000/XP operating system • Free hard disk space: — For MGC Web Server Manager applicati
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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 - Instal
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2 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 c
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Chapter 2 - Installation and Configuration MGC Personal Scheduler Software Installation The Administrator has the option to automatically deploy the Personal Scheduler Client by installing the Client automatically or enable user to manually install the Client on the hard disk. The Administrator of MGC Personal Scheduler Client can enable the user to install the Client in one of two ways: • Attach the ClientInstall Version 8.0 folder in an E-mail enabling the user to save the folder to disk.
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MGC Personal Scheduler Quick Start Guide 2. On the Insert menu, click File, or click the Attach File icon. The Insert File dialog box opens. 3. Browse to the directory where the Client Setup file is located. By default this file is located at: C:\Program Files\MGC Personal Scheduler 8.0\Personal Scheduler\ClientInstall. 4. Click the Setup file. 5. Click the Insert button arrow, and then click the Insert as Shortcut option button in the list. The link appears in the e-mail message as a shortc
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Chapter 2 - Installation and Configuration 6. Send the e-mail to end-users for installation. 7. Once the e-mail is received by the end-user, he/she should double-click the shortcut to start the self-extracting installation of Personal Scheduler. 8. In rare instances when the MGC Personal Scheduler cannot recognize the Clients e-mail address, the following dialog box opens, asking the user to enter their e-mail address. This dialog box only appears once, the first time the Client installation
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MGC Personal Scheduler Quick Start Guide SQL Database Configuration The database enables access to various database tables, such as the MCUs Users and Groups lists. Personal Scheduler includes two default databases: Access database and SQL database. If you are using the Access database, you do not have to define any additional properties. If you are using the SQL database, you must define the MGC Web Server user properties. When more than one application needs to be connected to the databas
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Chapter 2 - Installation and Configuration The Services window opens. 4. Right-click OperSrvV8_0, and then click Properties. The OperSrvV8_0 Properties dialog box opens. 5. Click the Log On tab. 2-6
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MGC Personal Scheduler Quick Start Guide 6. Select This account and then click the Browse button to select the user. The Select User dialog box opens, displaying the name of the selected user. 7. Select the user name from the list, and click OK. The OperSrvV8_0 Properties dialog box opens. 8. In the Password field, enter the user’s password. 9. In the Confirm Password field, enter the user’s password again. 10. Click OK to confirm and complete the procedure. 2-7
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Chapter 2 - Installation and Configuration MGC Web Server Manager Configuration The MGC Web Server Manager application is the user interface for configuration of Personal Scheduler. It allows the Personal Scheduler Server to communicate via the MGC Web Server with the MCUs. Configuration of the MGC Web Server Manager includes: • Connecting to the Server • Adding MCUs • Connecting the MCUs • Configuring Personal Scheduler To start the MCU Web Server Manager application: 1. On the Start - Prog
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MGC Personal Scheduler Quick Start Guide The MGC Web Server Manager window opens. Connecting the MGC Web Server Manager The MGC Web Server Manager application is the link between the MCU and the Personal Scheduler Server. The MGC Web Server Manager must first connect to the Personal Scheduler Server before the connection to the MCU may be initiated. To connect the MGC Web Server Manager: • Right-click on the Server icon and then click Connect Server. When MGC Web Server Manager application i
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Chapter 2 - Installation and Configuration Adding a New MCU Conferences are reserved on an MCU. At least one MCU must be defined in the MGC Web Server database. To add an MCU: 1. Click the [+] icon next to Database to expand the list. 2. Click the [+] icon next to to expand the list. 3. Right-click on the MCUs icon, and then click Add New MCU to DB. The MCU Properties dialog box opens. 4. Fill in the fields as described in Table 2-1. Table 2-1: MCU Properties Fields Field Des
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MGC Personal Scheduler Quick Start Guide Table 2-1: MCU Properties Fields Field Description Password The password used when connecting to the MCU. ISDN Prefix The first digits of the MCU number that are added at the beginning of the dial-in number allocated by the MCU. The full dial-in number is allocated by the service provider that supplies the phone line - as the call passes through the PBX, the MCU truncates part of the full number. This number is configured in the MGC Manager applica
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Chapter 2 - Installation and Configuration Table 2-1: MCU Properties Fields Field Description Order The order in which the MCUs are selected to handle a new conference when two or more MCUs are connected. When a new conference is started, the system tries to establish it on the MCU numbered as 1. For more information, see the MGC Web Server Manager User’s Guide. If Personal Scheduler is installed as part of the Polycom WebCommander package, the WebCommander server requirements must also b
