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Assign a Conferencing Policy to Modify a User's Default Meeting Experience

 

Topic Last Modified: 2011-01-31

The conferencing policy is one of the individual settings of a user account that you can configure in Lync Server Control Panel.

Deploying one or more per-user conferencing policies is optional. You can also deploy only a global-level conferencing policy or site-level conferencing policy. If you do deploy per-user policies, you must explicitly assign them to users, groups, or contact object. Conferencing user rights and permissions automatically default to those defined in the global-level conferencing policy when no specific site-level or per-user policy is assigned.

After creating at least one per-user conferencing policy, use the procedures in this topic to assign the policy that specifies the user rights and permissions that you want the server to grant to the meetings organized by a particular user.

For a list of all available conferencing policy settings, see Conferencing Policy Settings Reference.

For details about creating per-user conferencing policies, see Create or Modify Conferencing User Experience for a Site or Group of Users.

  1. From a user account that is assigned to the CsUserAdministrator role or the CsAdministrator role, log on to any computer in your internal deployment.

  2. Open a browser window, and then enter the Admin URL to open the Lync Server Control Panel. For details about the different methods you can use to start Lync Server Control Panel, see Open Lync Server Administrative Tools.

  3. In the left navigation bar, click Users.

  4. Use one of the following methods to locate a user:

    • In the Search users box, type all or the first portion of the display name, first name, last name, Security Accounts Manager (SAM) account name, SIP address, or line Uniform Resource Identifier (URI) of the user account, and then click Find.

    • If you have a saved query, click the Open query icon, use the Open dialog box to retrieve the query (a .usf file), and then click Find.

  5. (Optional) Specify additional search criteria to narrow the results:

    1. Click Add Filter.

    2. Enter the user property by typing it or by clicking the arrow in the drop-down list to select the property.

    3. In the Equal to drop-down list, click the operator (for example, Equal to or Not equal to).

    4. Depending on the user property you selected, enter the criteria you want to use to filter the search results by typing it or by clicking the arrow in the drop-down list.

      tipTip:
      To add additional search clauses to your query, click Add Filter.
    5. Click Find.

  6. Click a user in the search results, click Action, and then click Assign policies.

    tipTip:
    If you want the same per-user conferencing policy to apply to multiple users, select multiple users in the search results, then click Actions, and then click Assign policies.
  7. In Assign Policies, under Conferencing policy, do one of the following:

    noteNote:
    Because there are multiple policies that you can configure in Assign Policies, <Keep as is> is selected by default for every policy in the dialog box. Continue using the policy previously assigned to the user by making no changes to this setting.
    • Select <Automatic> to allow Lync Server 2010 to automatically choose either the global-level policy or, if defined, the site-level policy.

    • Click the name of a per-user conferencing policy you previously defined on the Conferencing Policy page.

      tipTip:
      To help you decide the policy you want to assign, after you click a policy name, click View to view the user rights and permissions defined in the policy.
  8. When you are finished, click OK.

 
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