User's Manual

Table of Contents
Polycom, Inc v
Adding a Participant to the Address Book ................................................................. 8-6
Adding a New participant to the Address Book Directly ........................................8-7
Adding a Participant from an Ongoing Conference to the Address Book .......... 8-12
Modifying Participants in the Address Book ........................................................... 8-13
Deleting Participants from the Address Book ..........................................................8-14
Copying or Moving a Participant ..............................................................................8-14
Searching the Address Book .......................................................................................8-16
Filtering the Address Book ......................................................................................... 8-16
Filtering Address Book Data Using a Predefined Pattern .............................. 8-16
Filtering Address Book Data Using a Custom Pattern ...................................8-17
Clearing the Filter .................................................................................................8-19
Obtaining the Display Name from the Address Book .................................................... 8-20
Guidelines ...................................................................................................................... 8-20
Enabling and Disabling the Obtain Display Name from Address Book
Feature ............................................................................................................................ 8-20
Importing and Exporting Address Books ......................................................................... 8-21
Exporting an Addre
ss Book ........................................................................................8-21
Importing an Address Book ........................................................................................ 8-21
Integrating the Global Address Book (GAB) of Polycom RealPresence Resource
Manager (XMA) or Polycom CMA™ with the Collaboration Server ........................... 8-22
Reservations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Guidelines ........................................................................................................................9-1
System ...................................................................................................................... 9-1
Resources ................................................................................................................. 9-1
Reservations ............................................................................................................9-2
Using the Reservation Calendar ........................................................................................... 9-3
Toolbar Buttons .......................................................................................................9-4
Reservations Views ........................................................................................................9-4
Week View ...............................................................................................................9-5
Day View .................................................................................................................9-5
Today View ............................................................................................................. 9-5
List View ..................................................................................................................9-5
Changing the Calendar View ....................................................................................... 9-6
Scheduling Conferences Using the Reservation Calendar ...............................................9-8
Creating a New Reservation ......................................................................................... 9-8
Managing Reservations .......................................................................................................9-14
Guidelines ...................................................................................................................... 9-14
Viewing and Modifying Reservations ....................................................................... 9-14
Using the Week and Day views of the Reservations Calendar ..................... 9-14
Adjusting the Start Times of all Reservations .......................................................... 9-16
Deleting Reservations .................................................................................................. 9-17
Searching for Reservations using Quick Search ......................................................9-18
Operator Assistance & Participant Move . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Operator Conferences .......................................................................................................... 10-1
Defining the Components Enabling Operator Assistance ..................................... 10-3
Defining a Conference IVR Service with Operator Assistance Options ....... 10-3
Defining an Entry Queue IVR Service with Operator Assistance Options .. 10-5