Topic Last Modified: 2013-02-07

Follow these steps to create a user-level or a site-level conferencing policy. For details about how to assign a user-level policy to a user, see Assign a Per-User Conferencing Policy. For a list of all available conferencing policy settings, see Conferencing Policy Settings Reference.

To create a new user or site policy

  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 Conferencing and then click Conferencing Policy.

  4. Click New, and then do one of the following:

    • To create a user-level policy, click User policy. In New Conferencing Policy, in Name, type a descriptive name for the policy.

    • To create a site-level policy, click Site policy. In the Select a Site search field, type all or part of the name of the site for which you want to create a policy. In the list of sites, click the site that you want, and then click OK.

      Note:
      The site name becomes the conferencing policy name, and it cannot be changed.
  5. In Description, type a description for the policy.

  6. Under Organizer policy, in Maximum meeting size, type the maximum number of users that you want to allow at a meeting. By default, the maximum meeting size is 250.

  7. To prevent users from inviting anonymous users to meetings, clear the Allow participants to invite anonymous users check box. Anonymous users are users who do not have credentials in your organization’s Active Directory Domain Services and who, therefore, are not authenticated. By default, users can invite anonymous users to meetings.

  8. In Recording, do one of the following:

    • To prevent participants from recording meetings, click None. This is the default setting.

    • To allow participants to record meetings, click Enable recording.

  9. To allow external participants to record meetings, select the Allow federated and anonymous participants to record check box. The default is to prevent external participants from recording meetings.

  10. In Audio/video, do one of the following:

    • To prevent the use of audio and video, click None.

    • To allow the use of audio but not video, click Enable IP audio.

    • To allow the use of audio and video, click Enable IP audio/video. This is the default setting.

  11. If you chose to allow the use of audio in Audio/video, do the following:

    • To prevent users from joining the meeting by dialing in, clear the Enable PSTN dial-in conferencing check box. By default, users can dial in to meetings by using the public switched telephone network (PSTN).

    • If you allow users to dial in to meetings and you want to allow unauthenticated (anonymous) users to join a meeting by using dial out phoning, select the Allow anonymous participants to dial out check box. With dial-out phoning, the conference server calls the user, and the user answers the phone to join the meeting. By default, anonymous users cannot join a meeting by using dial-out phoning.

  12. If you chose to allow the use of video in Audio/video, check Allow multiple video streams .

  13. In Data collaboration, do one of the following:

    • To prevent data collaboration, click None.

    • To allow data collaboration, click Enable data collaboration. This is the default setting.

  14. If you chose to allow data collaboration in Data collaboration, do the following:

    • To prevent external downloads, clear the Allow federated and anonymous participants to download content check box. By default, external users can download content.

    • To prevent file transfers, clear the Allow participants to transfer files check box. By default, users can transfer files.

    • To prevent the use of annotations, clear the Enable annotations check box. To the use of annotations in shard PowerPoint presentations, clear the Enable PowerPoint annotations. By default, annotations are allowed.

    • To prevent the use of polls, clear the Enable polls check box. By default, polls are allowed.

  15. In Application sharing, do one of the following:

    • To prevent the use of application sharing, click Disable application sharing.

    • To allow the use of application sharing, click Enable application sharing. This is the default setting.

  16. If you chose to allow application sharing in Application sharing, do the following:

    • To prevent meeting participants from taking control of application sharing, clear the Allow participants to take control check box. By default, participants can take control of application sharing.

    • If you chose to allow meeting participants to take control of application sharing, select the Allow federated and anonymous participants to take control check box to allow external users to take control of application sharing. By default, external users cannot take control of application sharing.

  17. Under Participant policy, do one of the following:

    • To prevent both application sharing and desktop sharing, click Disable application and desktop sharing.

    • To allow application sharing but not desktop sharing, click Enable application sharing.

    • To allow both application sharing and desktop sharing, click Enable application and desktop sharing. This is the default setting.

  18. To prevent peer-to-peer file transfers, clear the Enable peer-to-peer file transfer check box. By default, peer-to-peer file transfers are allowed.

  19. To allow peer-to-peer recording, select the Enable peer-to-peer recording check box. By default, peer-to-peer recording is not allowed.

  20. To allow participants to join with multiple video streams, select the Enable participants to join with multiple video streams check box. By default, multiple video streams are allowed.

  21. Click Commit.

To modify an existing user or site policy

  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 Conferencing and then click Conferencing Policy.

  4. In the list of conferencing policies, click the policy that you want to change, click Edit, and then click Show details.

  5. In Edit Conferencing Policy, modify any of the policy settings, except for the policy name, which cannot be modified.

  6. Click Commit.