Avaya IP Office 3.2 Instruction Manual

IP Office 3.2
Applications Installation &
Administration Manual
15-601133 Issue 1 (7 June 2006)

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i
Table Of Contents
About this Guide........................................................................................................................1
Conferencing Center..................................................................................................................3
Installation................................................................................................................................................3
Overview..............................................................................................................................................3
Setup Options......................................................................................................................................4
Pre-Installation Requirements..............................................................................................................7
Installing Conference Center..............................................................................................................10
Upgrade Procedure............................................................................................................................14
Configuration..........................................................................................................................................16
Overview............................................................................................................................................16
IP Office Manager Configuration........................................................................................................17
Internet Security Changes..................................................................................................................19
Voicemail Pro Configuration...............................................................................................................20
Configuring Conferencing Center.......................................................................................................30
Administration.........................................................................................................................................32
Hints and Tips....................................................................................................................................32
Phone Manager ........................................................................................................................39
Installation..............................................................................................................................................39
Overview............................................................................................................................................39
User PC Requirements......................................................................................................................40
Planning Forms..................................................................................................................................41
Installing Phone Manager ..................................................................................................................43
Configuration..........................................................................................................................................46
Overview............................................................................................................................................46
Selecting the Phone Manager Type...................................................................................................47
IP Office Manager Configuration........................................................................................................48
Play Sounds Option...........................................................................................................................51
Configure Instant Messaging .............................................................................................................52
VoIP Mode Operation ........................................................................................................................54
Command Line Options.....................................................................................................................58
Popping External Applications ...........................................................................................................60
Administration.........................................................................................................................................64
General Notes....................................................................................................................................64
Phone Manager Ports and Firewalls..................................................................................................64
User Settings and Profiles..................................................................................................................65
Directory Entries................................................................................................................................65
Citrix/Thin Client Phone Manager ......................................................................................................66
Loading a Skin...................................................................................................................................66
SoftConsole..............................................................................................................................67
Installation..............................................................................................................................................67
Overview............................................................................................................................................67
Pre-Installation Requirements............................................................................................................68
Installation .........................................................................................................................................69
Upgrade procedure............................................................................................................................70
Configuration..........................................................................................................................................71
Changes in Manager Application .......................................................................................................71
Command Line Options.....................................................................................................................72
Administration.........................................................................................................................................74
Exporting Directories..........................................................................................................................74
Delete a Profile..................................................................................................................................75
Directory Paths..................................................................................................................................75
Hints and Tips....................................................................................................................................76
Loading Custom Skins.......................................................................................................................76

Applications Installation & Administration
ii
Appendix...................................................................................................................................77
BLF Operation........................................................................................................................................77
Conference Resources...........................................................................................................................78
Entering License Keys............................................................................................................................79
Customizing the Look.............................................................................................................................80
Creating Custom Skins......................................................................................................................80
Phone Manager Skin Objects and Controls .......................................................................................81
SoftConsole Skin Objects and Controls.............................................................................................83
Index..........................................................................................................................................85

Applications Installation & Administration Manual Page 1
IP Office 3.2 15-601133 Issue 1 (7 June 2006)
About this Guide
This guide describes how to install the IP Office Applications from the IP Office User Applications CD.
The guide is written with the assumption that the system administrator is an experienced IP Office
Manager, Phone Manager, Voicemail Pro and SoftConsole administrator.
The guide covers the installation, configuration and administration requirements for the following
applications:
Conferencing Center
This covers both the Web Scheduler and Web Client
SoftConsole
Phone Manager
The Appendix contains information that is applicable to more than one of the IP Office applications
covered in this guide.
Further information about Avaya IP Office is available from www.avaya.com/support and also
www.avaya.com/ipoffice/knowledgebase.

Applications Installation & Administration Manual Page 3
IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Conferencing Center
Installation
Overview
This part of the guide covers the installation, configuration and administration of IP Office Conferencing
Center. It is intended for the system administrator and the Conferencing Center administrator.
Conferencing Center for IP Office comprises of a Windows Service that handles the communication with
IP Office, Voicemail Pro and SoftConsole via the IP switch.
Conferencing Center interacts with IP Office in the following ways:
Shares ports and audio channels with the IP Office.
Uses bridge number/s from which participants can join a conference.
The SoftConsole operator can transfer participants to a conference and create an "immediate"
conference.
Phone Manager can be configured to connect directly to the Conferencing Center Scheduler and
Web Client GUI.
You have the option to install both the scheduler and web client host applications on the same server or
on to separate servers for security and access purposes. The distinctions between the two applications
are:
Scheduler - Requires the installation of a MSDE database (available on the Conferencing Center
CD) and allows access to the scheduling of conferences and general maintenance. The
Scheduler is used to book conferences.
Web Client Host - Allows conference participants to access a web conference interface that
supplements the audio conference.
Conferencing Center is supported on the following IP Office Control Units with IP Office Software version
3.0 or above:
Small Office Edition.
IP 403 Office.
IP 406 Office.
IP 412 Office.

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15-601133 Issue 1 (7 June 2006) IP Office 3.2
Setup Options
Depending on your company's network configuration, Conferencing Center can be setup in several
ways. Below are three available options.
Conferencing Center Setup: Option 1 (recommended option)
This makes the Web Client Host accessible to external users while keeping the booking site and its
database more secure.

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Conferencing Center Setup: Option 2
With this setup, the following port issues need to be kept in mind:
Conferencing Center installs by default to port 25 (for email) and port 80 (to communicate with
the web server).
Check that port 8089 is not being used by something else on the Conferencing server because it
is needed for the Conferencing Center Web Client to talk to the IP Office control unit. If there is a
conflict, use another port by doing the following:
1. Open Inetpub.
2. Double-click wwwroot.
3. Double-click AVECS.
4. Open the Web.config file with your preferred editing tool.
5. Change the port number (highlighted characters) on the following code string: <add
key="RemotePoint"
value="tcp://localhost:8089/Avaya.ECS.ECSConferenceService.RemotingInterface"/>

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15-601133 Issue 1 (7 June 2006) IP Office 3.2
Conferencing Center Setup: Option 3
If this option (a firewall placed between the web server and Voicemail Pro server) is selected, the
following port issues need to be kept in mind:
Conferencing Center installs by default to port 25 (for email) and port 80 (to communicate with
the web server).
Port 69 has to be kept open for TFTP requests from Conferencing Center Scheduler to the IP
Office control unit.
Port 50801 has to be kept open for the Conferencing Center Server to talk to the IP Office control
unit.
Check that port 8089 is not being used by something else on the Conferencing server because it
is needed for the Conferencing Center Web Client to talk to the IP Office control unit. If there is a
conflict, use another port by doing the following:
1. Open Inetpub.
2. Double-click wwwroot.
3. Double-click AVECS.
4. Open the Web.config file with your preferred editing tool.
5. Change the port number (highlighted characters) on the following code string: <add
key="RemotePoint"
value="tcp://localhost:8089/Avaya.ECS.ECSConferenceService.RemotingInterface"/>

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Pre-Installation Requirements
Check the following Server and PC requirements before attempting to install Conferencing Center.
Note
64 Bit versions of Microsoft operating systems are not currently supported with IP Office
applications.
General
Details
License Conferencing Center
Languages English, French, German, Italian, Latin Spanish, and Swedish.
Additional Voicemail Pro
MS Internet Explorer 6.0 or higher
IIS 5 or higher. IIS must be installed before .NET. For more information, see IIS
Configuration.
(Optional) Microsoft Office. Required if Microsoft files are to be converted to MHT files.
Minimum Server specification
RAM HD Pentium Celeron AMD XP
Pro 2000 Pro 2000 Server 2003 Server
512MB 80MB 2.8GHz Not
tested. Athlon XP 3000+
Athlon64
Note
Windows XP Professional or 2000 Professional can be used but would typically support a
maximum of 10 web clients. To support more than 10 clients a server with IIS is required.
Minimum PC specification
RAM HD Pentium Celeron AMD XP
Pro 2000 Pro 2000 Server 2003 Server
Not
specified. Not specified. Any Any Any
Note
Any desktop machine can be used for the Conferencing Center Web Client, as long as the PC is
capable of running IE6.

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IIS Configuration
IIS 5 or higher must be installed and configured before installing Conferencing Center. Install IIS by
following the instructions for the type of operating software that you are using. When IIS has been
installed follow the instructions to configure it.
Note
If .NET has been installed, remove it before installing IIS. .NET will automatically be installed
from the Conferencing Center installation disk.
To install IIS:
1. Insert Windows CD.
2. Click the Start > Settings > Control Panel.
3. Double click Add/Remove Programs.
4. Click Add/Remove Windows Components.
5. Select IIS.
6. Click Next.
7. Click Finish to the Windows Component Wizard prompt.
IIS needs to be configured to a local system setting (for all installation options).
To configure IIS:
1. Click the Start > Control Panel > Administrative Tools.
2. Double click Internet Information Services (IIS) Manager.
3. Select PCName (local computer).
4. Double click Application Pools.
5. Select DefaultAppPool, right click and select Properties.
6. Select Identity tab.
7. Select the drop down box and set to Local System.
8. Select OK.
Microsoft Internet Explorer Configuration
If you are using a proxy server the following configuration is required.
1. From an Internet Explorer window, select Tools.
2. Select Internet Options.
3. Select Connections tab.
4. Select LAN Settings.
5. Check Bypass proxy server for local addresses.
6. Click OK.

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Network Configuration
The server PC with the Conferencing Center Scheduler application installed should be configured and
tested for TCP/IP networking.
1. We strongly recommend that the Conferencing Center server PC with the Scheduler application
installed is connected to the IP Office Control Unit via a switching LAN hub. If this is not possible,
then the server should be directly connected to the IP Office Control Unit.
2. This server PC must have a fixed IP address. While PC's in a DHCP network may retain the
same IP address between reboots, this is not guaranteed.
If the IP Office is acting as a DHCP server, it defaults to using the address range of
192.168.42.1 to 192.168.42.200 for DHCP clients. This leaves the address range of
192.168.42.201 to 192.168.42.254 for devices that require fixed IP addresses.
General Configuration
Before installing Conferencing Center check the following requirements.
Voicemail Pro.
Conferencing Center can be installed on to a separate server PC from Voicemail Pro. Even
though Voicemail Pro configuration is necessary to make full use of Conferencing Center
features, Conferencing Center communicates with VM Pro via the IP Office Control Unit, not with
VM Pro directly.
Port Settings.
Conferencing Center installs by default to port 25 (for email) and port 80 (to communicate with
the web server). For port details relating to specific Conferencing Center setups, see Setup
Options.
Email
The Conferencing Center server PC with the Web Booking application installed must have at
least one SMTP server defined and available. This is necessary if you plan to use email for
sending conference notifications and voting results to conference hosts.
The License for IP Office Conferencing Center is required.
Switch off any PC and hard disk sleep/power down modes.

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15-601133 Issue 1 (7 June 2006) IP Office 3.2
Installing Conference Center
Overview
Conferencing Center gives you the option to install both the booking and web client applications on the
same server or onto separate servers for security and access purposes. This information needs to be
decided upon prior to the installation and appropriate hardware made available.
Installing the Web Client on a separate server is useful for sites where their web servers reside outside
the firewall or are hosted at ISPs. This installation option makes the Web Client accessible to external
users while keeping the booking site and its database secure.
Follow the instructions to:
Full Installation
Installs both the Web Scheduler and Web Client applications. For more information, see Perform
a Full Installation.
Web Scheduler only Installation
Installs only the Web Scheduler application. For more information, see Web Scheduler only
Installation.
Web Client Host Installation
Install only the Web Client application. For more information, see Web Client Host Installation.
Upgrade Conferencing Center
When you upgrade the application you can perform:
A full upgrade where both the Web Scheduler and Web client applications are on one
machine. For more information, see Upgrade - Full Installation.
A split installation where the Web Scheduler and Web Client applications are installed on
different machines. For more information, see Upgrade - Split Installation.

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Perform a Full Installation
Make sure that you have followed all the pre-installation requirements before continuing with the
installation of Conferencing Center. You will need the IP Office IP Address and Password.
To install the Web Scheduler and Web Client applications on the same server PC:
Step 1 - Install Microsoft SQL Server Desktop Engine (MSDE).
1. Insert the IP Office Conferencing Center CD.
2. Open My Computer.
3. Open your CD directory.
4. Double-click the MSDE folder.
5. Double click ConferencingCenter_MSDE_SP3.exe. It might take a few minutes to install MSDE.
6. The message 'You must restart the system for the configuration changes made to Microsoft SQL
Server Desktop Engine to take effect. Click Yes to restart now or No if you plan to manually
restart later' will open. Click Yes.
Step 2 - Install Conferencing Center.
1. Open My Computer.
2. Open your CD directory.
3. Double-click setup.exe. The 'select the language for installation' window opens. Select the
installation language from the drop down box.
4. Click OK. The 'Preparing to Install' screen opens.
If .NET 1.1 is not installed the following message is shown:
Conferencing Center optionally uses the Microsoft (R) .NET 1.1 Framework. Would you
like to install it now?
Click Yes. The license Agreement window opens select I agree.
Click Install. Microsoft .NET Framework 1.1 is installed.
When the message 'Installation of Microsoft .NET framework 1.1 is complete' opens, click
OK.
5. The 'Welcome to the InstallShield Wizard for Conferencing Center' window opens.
6. Click Next. The 'Setup Type' window opens.
7. Select Full Install.
8. Click Next. The 'Choose Destination Location' window opens. Leave the directory setting at
default unless absolutely necessary.
9. Click Next. The 'Start Copying Files' window opens. Settings can be changed at this stage.
10. Click Back to review or change any settings
or
Click Next to begin copying the files. The 'Setup Status' window opens.
The files may take a few minutes to install. The 'IP Office Connection Details' screen opens.
11. Enter the IP Office Control Unit's IP Address and Password.
12. Click Next. The 'Conference Center Login Information' screen opens. Enter a user name and
password to create a Conferencing Center Administrator's account. Password must be between
5-50 alpha numeric characters.
Note
Record the user name and password. If either is 'lost' they can not be re-set. If either the
user name or password are lost a full installation of Conferencing Center needs to be done.
13. Click Next. The 'InstallShield Wizard Complete' window opens.
14. Click Finish to exit the wizard.

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15-601133 Issue 1 (7 June 2006) IP Office 3.2
Web Scheduler Only Installation
The conference booking application can be installed without the web client.
To install the Web Scheduler:
Step 1 - Install Microsoft SQL Server Desktop Engine (MSDE).
1. Insert the IP Office Conferencing Center CD.
2. Open My Computer.
3. Open your CD directory.
4. Double-click the MSDE folder.
5. Double click ConferencingCenter_MSDE_SP3.exe. It might take a few minutes to install MSDE.
6. The message 'You must restart the system for the configuration changes made to Microsoft SQL
Server Desktop Engine to take effect. Click Yes to restart now or No if you plan to manually
restart later' will open. Click Yes.
Step 2 - Install Conference Center Web Scheduler
1. Open My Computer.
2. Open your CD directory.
3. Double-click setup.exe. The 'select the language for installation' window opens. Select the
installation language from the drop down box.
4. Click OK. The 'Preparing to Install' screen opens.
If .NET 1.1 is not installed the following message is shown:
Conferencing Center optionally uses the Microsoft (R) .NET 1.1 Framework. Would you
like to install it now?
Click Yes. The license Agreement window opens select I agree.
Click Install. Microsoft .NET Framework 1.1 is installed.
When the message 'Installation of Microsoft .NET framework 1.1 is complete' opens, click
OK.
5. The 'Welcome to the InstallShield Wizard for Conferencing Center' window opens.
6. Click Next. The 'Setup Type' window opens.
7. Select Web Booking.
8. Click Next. The 'Choose Destination Location' window opens. Leave the directory setting at
default unless absolutely necessary.
9. Click Next. The 'Start Copying Files' window opens. Settings can be changed at this stage.
10. Click Back to review or change any settings
or
Click Next to begin copying the files. The 'Setup Status' window opens.
The files may take a few minutes to install. The 'IP Office Connection Details' screen opens.
11. Enter the IP Office Control Unit's IP Address and Password.
12. Click Next. The 'Conference Center Login Information' screen opens. Enter a user name and
password to create a Conferencing Center Administrator's account. Password must be between
5-50 alpha numeric characters.
Note
Record the user name and password. If either is 'lost' they can not be re-set. If either the
user name or password are lost a full installation of Conferencing Center needs to be done.
13. Click Next. The 'InstallShield Wizard Complete' window opens.
14. Click Finish to exit the wizard.

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Web Client Host installation
If the Conferencing Center Web Booking application is installed on another server, the Web Client
application needs to be installed to make use of the web conferencing features.
To install the Web Client:
1. Open My Computer.
2. Open your CD directory.
3. Double-click setup.exe. The 'select the language for installation' window opens. Select the
installation language from the drop down box.
4. Click OK. The 'Preparing to Install' screen opens.
If .NET 1.1 is not installed the following message is shown:
Conferencing Center optionally uses the Microsoft (R) .NET 1.1 Framework. Would you
like to install it now?
Click Yes. The license Agreement window opens select I agree.
Click Install. Microsoft .NET Framework 1.1 is installed.
When the message 'Installation of Microsoft .NET framework 1.1 is complete' opens, click
OK.
5. The 'Welcome to the InstallShield Wizard for Conferencing Center' window opens.
6. Click Next. The 'Setup Type' window opens.
7. Select Web Client Host.
8. Click Next. The 'IP Address' window opens. Enter the IP Office Control Unit's IP address.
9. Click Next. The 'Start Copying Files' window opens. The files may take a few minutes to install.
When they have been installed the 'InstallShield Wizard Complete' window opens.
10. Click Finish to exit the wizard.

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Upgrade Procedure
Overview
With an upgrade you have the option to keep the full install of Conferencing Center on the one server PC
or make the installation split.
A full install (both the Web Booking and Web Client Host applications on the same server PC)
A split install (the Web Booking application installed on one server and Web Client Host
application on another server PC)
Upgrade - Full Installation
To upgrade to and keep the full installation on one server PC:
1. Click Start > Settings > Control Panel > Add/Remove Program.
2. Select Conferencing Center and click on Change/Remove. The InstallShield Wizard will start.
3. At the 'Welcome' window select Remove.
4. Click Next. The application will be deleted. The database will be not be effected.
5. Open My Computer.
6. Open your CD directory.
7. Double-click setup.exe. The 'select the language for installation' window opens. Select the
installation language from the drop down box.
8. Click OK. The 'Preparing to Install' screen opens.
If .NET 1.1 is not installed the following message is shown:
Conferencing Center optionally uses the Microsoft (R) .NET 1.1 Framework. Would you
like to install it now?
Click Yes. The license Agreement window opens select I agree.
Click Install. Microsoft .NET Framework 1.1 is installed.
When the message 'Installation of Microsoft .NET framework 1.1 is complete' opens, click
OK.
9. The 'Welcome to the InstallShield Wizard for Conferencing Center' window opens.
10. Click next. The 'Setup Type' window opens.
11. Select Full Install.
12. Click Next. The 'Choose Destination Location' window opens. Leave the directory setting at
default unless absolutely necessary.
13. Click Next. The 'Start Copying Files' window opens. Settings can be changed at this stage.
14. Click Back to review or change any settings
or
Click Next to begin copying the files. The 'Setup Status' window opens.
The files may take a few minutes to install. The 'IP Office Connection Details' screen opens.
15. Enter the IP Office Control Unit's IP Address and Password.
16. Click Next. The 'Conference Center Login Information' screen opens. Enter a user name and
password to create a Conferencing Center Administrator's account. Password must be between
5-50 alpha numeric characters. Make note of the user name and password.
Note
Record the user name and password. If either is 'lost' they can not be re-set. If either the
user name or password are lost a full installation of Conferencing Center needs to be done.
17. Click Next. The 'InstallShield Wizard Complete' window opens.
18. Click Finish to exit the wizard.

Conferencing Center
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IP Office 3.2 15-601133 Issue 1 (7 June 2006)
Upgrade - Split Installation
If you want to make the installation split, it is advisable to keep the existing Conferencing Center server
PC as the Web Booking server and install the Web Client Host on to another server PC.
To upgrade the existing server PC with ONLY the new Conferencing Center Web Booking application:
1. Click Start > Settings > Control Panel > Add/Remove Program.
2. Select Conferencing Center and click on Change/Remove. The InstallShield Wizard will start.
3. At the 'Welcome' window select Remove.
4. Click Next. The application GUI will be deleted. The database will be not be effected.
5. Open My Computer.
6. Open your CD directory.
7. Double-click setup.exe. The 'select the language for installation' window opens. Select the
installation language from the drop down box.
8. Click OK. The 'Preparing to Install' screen opens.
If .NET 1.1 is not installed the following message is shown:
Conferencing Center optionally uses the Microsoft (R) .NET 1.1 Framework. Would you
like to install it now?
Click Yes. The license Agreement window opens select I agree.
Click Install. Microsoft .NET Framework 1.1 is installed.
When the message 'Installation of Microsoft .NET framework 1.1 is complete' opens, click
OK.
9. The 'Welcome to the InstallShield Wizard for Conferencing Center' window opens.
10. Click Next. the 'Setup Type' window opens.
11. Select Web Booking.
12. Click Next. The 'Choose Destination Location' window opens. Leave the directory setting at
default unless absolutely necessary.
13. Click Next. The 'Start Copying Files' window opens. Settings can be changed at this stage.
14. Click Back to review or change any settings
or
Click Next to begin copying the files. The 'Setup Status' window opens.
The files may take a few minutes to install. The 'IP Office Connection Details' screen opens.
15. Enter the IP Office Control Unit's IP Address and Password.
16. Click Next. The 'Conference Center Login Information' screen opens. Enter a user name and
password to create a Conferencing Center Administrator's account. Password must be between
5-50 alpha numeric characters. Make note of the user name and password.
17. Click Next. The 'InstallShield Wizard Complete' window opens.
18. Click Finish to exit the wizard.
To install the Web Client Host on a second server PC:
Follow the instructions within for installing the Web Client Host. Remember to redirect users to the new
Web Client Host's URL by logging on to the Conferencing Center Scheduler as an administrator,
accessing the Configuration window and entering the new URL into the URL for Web Client field. For
more information, see Conferencing Center Configuration.

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Configuration
Overview
After installation the system must be configured to enable Conferencing Center to work. All the changes
are explained in the following sections.
License Keys.
Conferencing Center does not work if the correct license keys are not entered. For more
information, see Entering License Keys.
Manager.
The IP Office Manager application needs to be updated to enable users to join a conference
using a Bridge Number. Changes must be made to individual Phone Manager users if they
require direct access to Conferencing Center Scheduler and Client. For more information, see IP
Office Manager Configuration.
Internet Options.
The internet security settings must be changed if a Conferencing Center user needs to convert
Microsoft files to MHT files. MHT files are the only file type that can be uploaded into a web
conference presentation. For more information, see Internet Security Changes.
Voicemail Pro.
Upon proper installation and configuration of Conferencing Center, it is already connected to
Voicemail via the switch. The basic function of inviting a participant to join a conference is set up.
Actions can be created, such as a short code for internal participants to join a conference, by
configuring Voicemail Pro. For more information, see Create a Conference Access Short Code
and Conferencing Center Failure Routes.
Conferencing Center Scheduler.
Once Conferencing Center is installed, configuration changes can be made in the Conferencing
Center Scheduler. For more information, see Conferencing Center Configuration.