1. Panasonic UC Pro - Group Policy related features -
Rev Jun., 2016 1

2. Table of Contents
1. Overview
2. Features

3. Table of Contents
1. Overview 3

4. 1-1. Overview
UC Pro provides Group policy such as “Allows specific functions to all users”, “Allows specific functions to a group but limits to other groups”,
etc..
UC Pro Group policy is divided into three levels.
- Global settings
- Group settings
- User settings

5. 1-2. Basic Concept of level separation
If higher level gives rights, settings of lower level becomes invalid.
* Example1 – In the case of Global settings gives rights to use Audio/Video chat.
Global settings
Global settings gives
rights directly to users.
Group settings
(Group A)
Group settings
(Group B)
Group / user settings
are invalid.
User settings
(User 1)
User settings
(User 2)
User settings
(User 3)
User settings
(User 4)
Can use
Can use
Can use
Can use

6. 1-2. Basic Concept of level separation
* Example2 – In the case of Global settings does NOT give rights to use Audio/Video chat.
Global settings
Global settings does
NOT give rights.
Group settings
gives rights
directly to users.
Group settings
(Group A)
Group settings
(Group B)
Group settings does
NOT give rights.
User settings
(User 1)
User settings
(User 2)
User settings
(User 3)
User settings
(User 4)
Each user
settings
give rights.
Each user settings
does NOT give rights.
Can use
Can use
Can use
Can NOT use
* “does NOT give rights” does NOT mean “limits right”. It means that the level devolves the role to lower level.

7. 1-3. Basic Concept of rights
The rights given in Global settings, Group settings and User settings is
divided into each function.
- Right to use Audio Chat
- Right to use Video Chat
- etc.
For example, you can configure so that “All users in Group A can use both Audio and Video chat, however all users in Group B can use only Audio Chat”, etc.

8. 1-3. Basic Concept of rights
The functions that can be configured on Global/Group/User settings are
NOT completely equal.
For example, setting item for “Users are allowed to delete journal entries” exists only on Global settings.
Group settings
User settings
Global settings
“delete journal” related
setting item
There is no “delete journal”
related setting item

9. 1-4. Global Settings Overview
Global settings screen
Functions that the global
settings gives rights directly
to users
- If the item is “Checked”, it means
“gives right”.
- If the item is “Un-checked”, whether the
function is allowed or not for users
depends on “Group Settings” or “User
Settings”.
User Management -> Global settings

10. 1-5. Group Settings Overview
Group settings screen
Services
User Management
-> Groups
Functions that the group
settings can give rights
* Please see Appendix for How to create a group and how to add members to the group.

11. 1-6. User Settings Overview
User settings is divided into “Settings on UC Pro Server” and “Client side
Settings”. “Client side settings” means that each client can configure the settings by themselves using “UC Pro Workstation settings” application.
User settings on UC Pro server.
UC Pro Workstation settings
Services
* “UC Pro Workstation settings” application is automatically installed when “UC Pro client” is installed.
* To configure using “UC Pro Workstation settings”, a right should be given. Please see chapter 2-1.

12. 1-6. User Settings Overview
For example, even if “Enable AudioChat” is un-checked on UC Pro server
(and “Configure user profile personally” is checked), the user can check
“Enable AudioChat” by himself/herself and use AudioChat function.
User settings on UC Pro server.
UC Pro Workstation settings
“Enable AudioChat” is un-checked
The user can set by himself/herself so that can use
Audio chat.
* To limit users to change these settings, “Permission to configure his own profile” should be un-checked
on Global settings or Group settings or User settings.

13. Table of Contents
2. Features 13

14. 2-1. “Editing user’s own profile”
　　　　　　If this right is given to users, the user can edit their own profile (Name,
Company name, phone number, etc.) and select functions (Audio chat,
Video chat, etc.) .
Global settings sample
User may configure their profiles personally
User Management -> Global settings

15. 2-1. “Editing user’s own profile”
　　　　　　If this setting item is set to Un-checked on Global settings, “Group” or “User”
settings will be valid. In other words, you can configure “Whether allow users to
edit their own profile or not” to each Group or each user.
Group settings
User settings
Services tab
Services tab
User may configure their profiles personally

16. 2-1. “Editing user’s own profile”
　　　　　　Summary
Global settings
Group settings
User settings
User’s right
Checked NA
Can edit by themselves
Un-checked
Can NOT edit by themselves
Not belongs to group

17. 2-1. “Editing user’s own profile”
An example
Global settings
Group settings
User settings
Un-checked
Checked
“UC Pro workstation settings” screen
The user can select whether to use
Outlook integration
The user can edit Company name, etc.

18. 2-2. “Audio chat / Video chat”
　　　　　　If this right is given to users, the user can use Audio chat / Video chat function.
Global settings sample
Audio chat and Video chat can be
configured separately.
* “Both Audio/Video chat is allowed”
or “Only Audio chat is allowed”
or “Both is NOT allowed”
User Management -> Global settings

19. 2-2. “Audio chat / Video chat”
　　　　　　If this item is set to Un-checked on Global settings, “Group” or “User” settings
will be valid.
Group settings
User settings
Services tab
Services tab

20. 2-2. “Audio chat / Video chat”
　　　　　　Summary
Global settings
Group settings
User settings
User’s right
Checked NA
Can use Audio/Video chat
Un-checked
Can NOT use Audio/Video chat
Not belongs to group

21. 2-2. “Audio chat / Video chat”
An example
Global settings
Group settings
User settings
Audio chat : Checked
Video chat : Un-checked
Audio chat : NA
Corresponding user’s screen
Only Audio chat is allowed
(Video chat menu does NOT appear)

22. 2-3. “Screen Sharing”
　　　　　　If this right is given to users, the user can use screen sharing function.
(Show your screen to the other party / See the other party’s screen)
Global settings screen
Accept Screen Sharing and Initiate
Screen Sharing can be
configured separately.
* “Both Accept/Initiate is allowed”
or “Only Accept is allowed”
or “Both is NOT allowed”
User Management -> Global settings

23. 2-3. “Screen Sharing”
　　　　　　If this item is set to Un-checked on Global settings, “Group” or “User” settings
will be valid.
Group settings
User settings
Services tab
Services tab
How to configure is similar to Audio chat/Video chat. See chapter 2-2.

24. 2-4. “The whole journal access”
　　　　　　If this right is given to users, the user can access to not only his/her own journal
(log) but also other user’s journal.
Global settings screen
“Enable access to the whole journal
for all users”
There is no related settings on Group settings and User settings.
(In other words, this is System setting)

25. 2-4. “The whole journal access”
　　　　　　Client operation (Journal Browser)
This setting affects to “Journal browser” function. (Not “JOURNAL” tab)
If this setting is un-checked, only own journal will be displayed on Journal Browser.
Click “Public entries” icon
Other user’s journal
Own journal
Not related to this setting.
Journal tab always shows
only own journal.
Other user’s journal

26. 2-5. “The Group journal access”
　　　　　　If the whole journal access is un-checked on Global settings (see 2-4),
“Group journal access” settings is valid on Group settings screen.
Group settings
Services tab
If “Journal entries may be modified” is checked,
the group members can also edit and modify
the other user’s journal

27. 2-5. “The Group journal access”
　　　　　　Client operation (Journal Browser)
This setting affects to “Journal browser” function. (Not “JOURNAL” tab)
If this setting is un-checked, only own journal will be displayed on Journal Browser.
Click “Public entries” icon
Own journal
Not related to this setting.
Journal tab always shows
only own journal.
Other user’s within
same group journal

28. 2-6. “Deleting own journal”
　　　　　　If this right is given to users, the users can delete their own journal.
Global settings
“Users are allowed to delete
journal entries”
There is no related settings on Group settings and User settings.
(In other words, this is system setting)

29. 2-6. “Deleting own journal”
　　　　　　Client operation
In the case of
Checked
JOURNAL tab
Right-click
In the case of
Un-Checked
Right-click
Users can delete
Select journal entries
you want to delete,
Then right-click
Users can NOT delete

30. 2-7. “All users in the Monitor”
　　　　　　If this right is given to users, the user can display all users in the Monitor screen.
Global settings
“All users have all users in the monitor”
There is no related settings on Group settings and User settings.
(In other words, this is system setting)

31. 2-7. “All users in the Monitor”
　　　　　　Client operation
All users are displayed
On the UC PRO USER tab.

32. 2-8. “Group Monitor”
　　　　　　If “All users have all users in the Monitor” is un-checked on Global settings,
“ Group users are displayed in the monitor” setting on Group settings is valid.
Group settings
If “Group users are displayed in the monitor” is checked,
only members within your group will be displayed
on the Monitor.

33. 2-8. “Group Monitor” Client operation
Only members within your group will
be displayed.

34. 2-9. “Authorization”
　　　　　　Users can decide what kinds of information will be opened to other parties,
such as work phone number, presence, etc. by giving a “Authorization”.
Authorization level is divided into 5 levels;
- Blocked
- Public
- Business
- Team
- Personal
More information will be opened
For example, if you give “Public” authorization to “Mr.David”, “Mr.David” will be able to see only limited information of you. If you give “Personal” authorization to “Ms.Anna”, “Ms.Anna” will be able to see almost all information of you.

35. 2-9. “Authorization” How to give authentication (Client operation)
UC Pro client
1.Select another party
2.Right-click
3.Authorization level
4.Select a level

36. 2-9. “Authorization”
　　　　　　If this right is given on Global settings screen, all users can set authorization
level by themselves.
The level set here defines the levels users can select.
Global settings
Authorizations Level
* If “Team” is set here, users can set only
“Team” or “Personal”

37. 2-9. “Authorization”
　　　　　　If this item is un-checked on Global settings screen, “Group” settings is valid.
Group settings
Authorizations tab
Authorizations Level
*None means “No Limit”.
* This group setting is only valid within the same group.
For example, if “Personal” is set here, you can only give “Personal”
to the other parties who belong to your group, however you can
give any level (e.g. Public) to the different parties who don’t
belong to your group.

38. 2-9. “Authorization”
　　　　　　Authorization related behaviors are mainly divided into two categories.
One is “Information”, another is “Presence related”.
Information example
Information
* Name, Company name, address,
phone number, etc.
* For example, if “Personal” is given,
you can see almost all information.
If “Public” is given, you can see
limited information.

39. 2-9. “Authorization” Presence, Phone status, etc. Appointment status
Presence example
Appointment example
* For example, if “Personal” is given,
you can see private appointment stored
in Outlook.
if “Public” is given, you can not see any
appointment stored in Outlook.
Presence, Phone status, etc.
Appointment status

40. 2-9. “Authorization”
　　　　　　The behavior differs between the case of within the same UC Pro server and
the case of Federation system.
Each case will be explained in the following slides.

41. 2-9. “Authorization”
1-1. In the case of same system (same UC Pro Server) : Information
Information
Blocked
Public
Business
Team
Personal
Display name
Yes　
Yes
address
Job title
Work (Business) phone
Work (Business) phone2
Mobile
Private phone (Home)
Company
Room number
Business Address
Note No

42. 2-9. “Authorization”
1-2. In the case of same system (same UC Pro Server) : Presence related
Presence related
Blocked
Public
Work
(Business)
Team
Personal
See Presence
No *1
Yes
Set Presence No
See Private appointment
(Outlook scheduler integration)
See Public appointment
Yes *2
See “Note”
* 1 Always shows “Out of Office (Not logged in)”
* 2 See next slide

43. 2-9. “Authorization”
To open private appointment, select “Private and Public appointments” on each
UC Pro client setting screen.
Select “Private and Public
appointments”
Integration -> Calendar

44. 2-9. “Authorization”
1-3. In the case of same system (same UC Pro Server) : Work phone status
Work phone (extension)
status
Blocked
Public
Work
(Business)
Team
Personal
See Phone status No
Yes
See Phone number of the talking party
See Call FWD status
Yes *1
Yes *2
Yes *2
Set Call FWD
See DND status
Set DND
Call Pick up
* 1 Can NOT see the FWD destination
* 2 Can see the FWD destination

45. 2-7. “Authorization” 2-1. In the case of Federation : Information
Blocked
Public
Work
(Business)
Team
Personal
Display name
Yes　
Yes
address
Job title
Work (Business) phone No
Work (Business) phone2
Mobile
Private phone (Home)
Company
Room number
Business Address
Note

46. 2-7. “Authorization” 2-2. In the case of Federation : Presence related
Blocked
Public
Work
(Business)
Team
Personal
See Presence No
Yes
Set Presence
See Private appointment
(Outlook scheduler integration)
See Public appointment
See “Note”

47. 2-7. “Authorization”
2-3. In the case of Federation : Work phone status
Work phone (extension)
status
Blocked
Public
Work
(Business)
Team
Personal
See Phone status No
Yes *1
Yes
See Phone number of the talking party
See Call FWD status
Set Call FWD
See DND status
Set DND
Call Pick up
* 1 Can see only when talking. Can NOT see when ringing or calling.

48. 2-10. “Group Leader’s authorization”
1. Additional authorization for the group leader (There is no Global setting)
Independent authorization can be given to the group leader.
Authorizations tab
General tab
Group member’s level.
Group leader dedicated level.
* Even if an authorization level is given to the group,
different (independent) authorization level can set to the group leader.

49. 2-10. “Group Leader’s authorization”
2. Journal access
Even if whole journal access is NOT allowed on “Global settings” and “Group
Settings for group members” (See chapter. 3), if this item is checked on
“Group settings”, only the group leader can access the journal of group members.
The group journal is visible for the group leader.
(This setting is for the group members.)

50. Table of Contents
Appendix 50

51. 1. How to create a Group 1. Enter the group name User Management
-> Groups
Click “Add”
2. Click “OK”

52. 1. How to create a Group 1. Select a leader 2. Launch the menu
2. Click “OK”
1. Confirm Group settings are active

53. 1. How to create a Group

54. 2. How to add a member to the group
Members tab
Click “Add”

55. 2. How to add a member to the group
1. Select a member to be added.
A member is added.
Click “OK”
2. Click “OK”

56. Table of Contents
END 56

57. Modification 20160607-00 9 UC Pro Group Policy_Rev1.0_7Jun2016.pptx
- 1st release