User's Manual
Table of Contents
Polycom, Inc vii
Call Flows  .............................................................................................................. 7-11
SIP Factories  ..........................................................................................................................7-13
Creating SIP Factories .................................................................................................. 7-13
SIP Registration & Presence for Entry Queues and SIP Factories ................................. 7-15
Guidelines ..............................................................................................................7-15
Monitoring Registration Status .................................................................................. 7-15
Ad Hoc Conferencing  .......................................................................................................... 7-16
Gateway to Polycom® Distributed Media Application™ (DMA™) 7000  ........... 7-16
Address Book   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Viewing the Address Book ...................................................................................................8-2
Displaying and Hiding the Group Members in the Navigation Pane ....................8-3
Participants List Pane Information .............................................................................. 8-3
Displaying and Hiding the Address Book .................................................................. 8-4
Adding Participants from the Address Book to Conferences .......................................... 8-4
Adding Individual Participants from the Address Book to Conferences .............. 8-4
Adding a Group from the Address Book to Conferences  ........................................8-5
Participant Groups  .................................................................................................................8-6
Managing Groups in the Address Book ...................................................................... 8-6
Managing the Address Book  ................................................................................................8-7
Guidelines ........................................................................................................................8-7
Adding a Participant to the Address Book ................................................................. 8-7
Adding a New participant to the Address Book Directly  ........................................8-8
Substituting E.164 Number in Dial String ........................................................ 8-14
Adding a Participant from an Ongoing Conference to the Address Book  .......... 8-14
Modifying Participants in the Address Book ...........................................................8-15
Deleting Participants from the Address Book ..........................................................8-16
Copying or Moving a Participant  .............................................................................. 8-17
Searching the Address Book  .......................................................................................8-18
Filtering the Address Book ......................................................................................... 8-19
Filtering Address Book Data Using a Predefined Pattern .............................. 8-19
Filtering Address Book Data Using a Custom Pattern  ...................................8-20
Clearing the Filter .................................................................................................8-21
Obtaining the Display Name from the Address Book .................................................... 8-22
Guidelines ...................................................................................................................... 8-22
Enabling and Disabling the Obtain Display Name from Address Book 
Feature ............................................................................................................................ 8-22
 ................................................................................................................................. 8-22
Importing and Exporting Address Books ......................................................................... 8-23
Exporting an Address Book ........................................................................................8-23
Importing an Address Book ........................................................................................ 8-23
Upgrading and Downgrading Considerations ................................................................ 8-24
Integrating the Global Address Book (GAB) of Polycom RealPresence Resource 
Manager (XMA) or Polycom CMA™ with the Collaboration Server ........................... 8-24
Reservations   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Guidelines ........................................................................................................................9-1
System ...................................................................................................................... 9-1
Resources ................................................................................................................. 9-1










