Table Of Contents
Modifying Default Organization Settings for Resource Manager Users and Meetings
Settings Priorities
How to Define Default Settings for Organization Users
Defining Which Meeting Types are Available to New Users
Defining a Default Time Zone for a User
Defining Display Formats
Defining Date Display Formats
Defining Your Meeting Display Preferences
How to Define Default Settings for Meetings
Defining a Default Meeting Type
Defining the Default Cascading Mode
Defining How to End a Meeting
Defining the Meeting Default Length
Defining the Default Dialing Mode
Defining a Billing Destination
Defining Required Default Resources
Customizing Invitation Email
Modifying the Look and Feel of the Resource Manager Web User Interface
Modifying Default Organization Settings for Resource Manager Users and Meetings
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Settings Priorities
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How to Define Default Settings for Organization Users
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How to Define Default Settings for Meetings
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Modifying the Look and Feel of the Resource Manager Web User Interface
Settings Priorities
When configuring advanced settings, note the following priority rules:
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Changes to an individual user profile override default settings
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Settings you make for a meeting during scheduling override settings in a virtual room
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Settings in a virtual room override default meeting settings
How to Define Default Settings for Organization Users
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Defining Which Meeting Types are Available to New Users
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Defining a Default Time Zone for a User
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Defining Display Formats
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Defining Date Display Formats
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Defining Your Meeting Display Preferences
Defining Which Meeting Types are Available to New Users
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default User Settings.
Step 3
Select a meeting type in the Available Meeting Types list that you want to make available to new users.
Step 4
Use the right-pointing arrow to move the meeting type to the Selected Meeting Types list.
We recommend that you select all available meeting types.
Non-Video Conference and Point-to-Point meeting types are default meeting types in Resource Manager. They do not exist on the MCU.
Step 5
If you want all users to have access to the selected meeting types, select Update Meeting Types for All Users Now.
All user profiles are updated to reflect the new default values.
Step 6
Deselect Update Meeting Types for All Users Now if you want only new users to have access to the selected meeting types.
When you save the settings, only default settings in the profiles of new users change.
Step 7
Click OK to save your changes.
Defining a Default Time Zone for a User
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default User Settings.
Step 3
Select a default time zone for the selected meeting types.
Step 4
Select Update All Users Now if you want the default time zone to appear for all users.
Step 5
Deselect Update All Users Now if you want the default time zone to appear for new users only.
Step 6
Click OK to save your changes.
Defining Display Formats
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default User Settings.
Step 3
Select an option from the Name Display Format list to change the way user names are displayed in meeting-related information and in the meeting video display.
Step 4
Select Last name or First name from the Sort by list to change the sort order for participant name columns.
Step 5
Click OK to save your changes.
Defining Date Display Formats
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default User Settings.
Step 3
Select an option from the Date Display Format list to change the way dates are displayed in meeting-related information and in the meeting video display.
Step 4
Click OK to save your changes.
Defining Your Meeting Display Preferences
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default User Settings.
Step 3
Click Display all meeting records on My Meetings screens to display all meetings within the organization in My Meetings.
Step 4
Click OK to save your changes.
How to Define Default Settings for Meetings
On the Default Meeting Settings tab, the Organization Administrator sets which default values are available to users when scheduling meetings or defining virtual rooms.
When a new meeting is scheduled, default settings configured in the Default Meeting Settings tab also appear in the Meeting Scheduling tab.
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Defining a Default Meeting Type
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Defining the Default Cascading Mode
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Defining How to End a Meeting
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Defining the Meeting Default Length
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Defining the Default Dialing Mode
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Defining a Billing Destination
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Defining Required Default Resources
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Customizing Invitation Email
Defining a Default Meeting Type
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Select a default meeting type from the Meeting Type list or all new meeting templates and new meetings.
Step 4
Click OK to save your changes.
Defining the Default Cascading Mode
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Set Allow Cascaded Meeting to Yes to enable Resource Manager to automatically create cascaded meetings on the MCUs.
Set to No to instruct Resource Manager to create only meetings no larger than the capacity of a single MCU/EMP card. Resource Manager will not cascade two MCU conferences together to increase conference size or save network bandwidth.
When set to No, the Prioritize field is disabled.
Step 4
Select the priority from the Prioritize list by which meetings are scheduled and which is used in meeting templates by default. This is an important factor in creating efficient conferences. The options are
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Local MCU
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Bandwidth
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Delay (for more information, see the "Configuring Cascading" section on page 4-1)
Step 5
Click OK to save your changes.
Defining How to End a Meeting
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Select At scheduled time to terminate the meeting according to the termination time define for the meeting.
Step 4
Enter a value in the Alert n minutes before termination field to indicate the length of time before the scheduled termination of the meeting that terminals receive the end-of-meeting warning.
At the defined length of time before the end of the meeting, an audio alert message is played to the meeting participants. The only way to extend the meeting is to do it manually in the In-meeting Control screen.
Step 5
Select n minutes after all terminals have left to terminate the meeting only a defined period of time after the last terminal leaves.
Resource Manager automatically extends the meeting as long as meeting participants are still connected to the meeting, and there is no resource conflict with upcoming scheduled meetings.
Step 6
Enter the required value in the n minutes after all terminals have left field.
By default, you cannot automatically extended Resource Manager meetings to last more than 4 hours. Administrators can change this default via Resource Manager Configuration Tool > System Configuration > Scheduling Settings > Maximum Length of Meeting Extension.
Step 7
Click OK to save your changes.
Defining the Meeting Default Length
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Enter the default length of a meeting in minutes in the Duration field.
Step 4
Click OK to save your changes.
Defining the Default Dialing Mode
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Select Dial-out or Dialing-in from the Default Dialing Mode list.
Step 4
Click OK to save your changes.
Defining a Billing Destination
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
Select Host, All Participants or Organizer in the Bill To field.
If the host and the organizer are the same person, the Organizer option does not appear.
The cost of the meeting is billed accordingly.
The selection in the Bill To field determines the default setting in the Virtual Room and Meeting Scheduling screens.
Step 4
Click OK to save your changes.
Defining Required Default Resources
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Select the default resources from the Required list for the meeting to be confirmed. A meeting is not allowed if these resources are not available at the time of the meeting.
You can choose to require that participating users, rooms, or terminals cannot be double booked for a meeting before you can successfully schedule a meeting.
Step 3
Click OK to save your changes.
Customizing Invitation Email
You can customize the content of the invitation email that participants receive when a meeting is scheduled, modified or cancelled.
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Default Meeting Settings.
Step 3
(Optional) Select Customize the 'meeting invitation' introduction message and then enter your text to override the introduction message in the initial meeting invitation email.
Step 4
(Optional) Select Customize the 'meeting update' introduction message and enter your text to override the introduction message in the meeting update e-mail.
Step 5
(Optional) Select Customize the 'meeting cancellation' introduction message and enter your text to override the introduction message in the meeting cancellation email.
Step 6
(Optional) Select Override IP Terminal Access Information and enter your text to override default access information for IP terminals.
Step 7
(Optional) Select Meeting ID to insert meeting ID placeholders into the text.
Step 8
(Optional) Select Override ISDN/PSTN/Mobile Terminal Access Information and enter your text to override default access information for ISDN/PSTN/Mobile terminals.
Default access information for ISDN/PSTN/Mobile terminals consists of access information for all gateways configured in Resource Manager.
Step 9
(Optional) Select Meeting ID to insert meeting ID placeholders into the text.
Step 10
(Optional) Select Hide the Attendees list to hide the attendees section in the invitation email.
Step 11
(Optional) Select Hide dial-in information for attendees to hide only the dial-in access information for each attendee when Hide the Attendees list is deselected.
Step 12
Click OK to save your changes.
Modifying the Look and Feel of the Resource Manager Web User Interface
Procedure
Step 1
Click Advanced Settings in the sidebar menu.
Step 2
Click Look and Feel.
Step 3
Use the Meeting Scheduling button list to select either of two different ways to schedule the three types of meetings supported by Resource Manager.
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One Button—When the user clicks Meeting Scheduling in the sidebar menu, the Basic tab appears.
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Sub Menu—When the mouse is over Meeting Scheduling in the sidebar menu, a sub-menu appears that contains three scheduling options: Normal, Recurrence, and Ad-Hoc.
Step 4
Select Visible or Hidden to determine whether the following fields are displayed or hidden at Meeting Scheduling > Basic:
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PIN
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Waiting Room
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Record Meeting
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Streaming
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Description
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Bill To
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Reference Code
Step 5
Select Visible to Meeting Organizer or Hidden from Meeting Organizer to determine whether the Attendees Settings tab, the Attendees Availability tab and the Advanced tab are displayed or hidden on the Meeting Scheduling tab.
Step 6
Use the Invite Attendees By field to indicate whether to invite users or terminals by default at Meeting Scheduling > Invite.
Step 7
Select Visible or Hidden to determine whether the Reserved Ports field is displayed or hidden at Meeting Scheduling > Invite.
Step 8
Select Visible or Hidden to determine whether the Reserve Additional Ports field is displayed or hidden at Meeting Scheduling > Invite.
Step 9
Select Visible or Hidden to determine whether the Attendees Settings tab, the Attendees Availability tab and the Advanced tab are displayed or hidden on the Meeting Scheduling tab.
Step 10
Select Visible or Hidden to determine whether the PSTN/ISDN and Dial-in columns are displayed or hidden at Meeting Scheduling > Attendees Settings.
Step 11
Determine whether attendee terminal settings are editable or read-only at Meeting Scheduling > Attendees Settings. The Attendee Terminal Settings option determines whether or not a meeting organizer can change the default association between an attending user and his/her default terminal when scheduling a meeting.
Step 12
Select Visible or Hidden to determine whether the following are displayed or hidden at Meeting Scheduling > Advanced:
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Bill To
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Reference Code
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Customize Reference Code Field Label—Determines the label used for the Reference Code field.
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Enforce Reference Code Entry—Determines whether or not the reference code is mandatory.
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Field Type—Determines the type of content that can be entered in the Reference Code Entry field.
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Field Length—Determines the length of the value entered in the Reference Code field.
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Enforce Full Length—Determines whether or not the full Reference Code field length is used.
Step 13
Select Visible or Hidden to determine whether the following are displayed or hidden in the In-meeting Control interface:
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Statistics tab
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Extend Meeting option
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Terminal Invitation option
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Advanced Invitation tab
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Terminate Meeting option
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Layout Control—Determines whether the layout control panel is displayed or hidden.
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Hide Meeting Room—Determines whether or not the Meeting Room tab is hidden in the Resource Management section.
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Hide Meeting Notification E-mail for meeting rooms and terminals—Determines whether or not email and time zone fields for meeting rooms and terminals are enabled. If meeting rooms and terminals are enabled, they can directly receive notification emails.
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Show My Profile—Determines whether or not the My Profile section is displayed.
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Enable Personal Address Book—Determines whether or not the Address Book section is displayed.
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Play a sound upon scheduling failure—Plays a warning sound in the event of a meeting scheduling failure.
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Use Full Screen Display—Determines whether or not the Resource Manager user-interface is displayed full-screen after login.
Step 14
Click OK to save your changes.