Administration Guide for Resellers

Transcription

1 Administration Guide for Resellers Version 1.1 (August 18th, 2016) REC.VC is a cloud service by REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 1

2 REC.VC Administration Guide for Resellers Table of Contents Table of Contents 1. Introduction 2. Admin Interface login 3. Sub Companies (and Hierarchies) 3.1 Introduction 3.2 Creating a Sub Company 3.3 Navigating the hierarchy 4. Provisioning of Users and Recorders 4.1 Introduction 4.2 Users Creating a User Self registration / trials Viewing and editing Users 4.3 Recorders Creating a Recorder from scratch Creating a Recorder based on existing User Viewing and editing Recorders 5. Subscriptions 6. Billing, Usage and Recording Log 6.1 Billing 6.2 Usage 6.3 Recording Log REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 2

3 1. Introduction The REC.VC Administration Guide for Resellers covers the following aspects of the REC.VC Admin Interface: Admin Interface login Sub Companies (and Hierarchies) Provisioning of Users and Recorders Subscriptions Usage and Recording Log Users can be provisioned with the following types of access to the Admin Interface: Admin access with read/write permission Admin access with read permission You may send any questions, comments and suggestions regarding this guide to You can also to request admin access for your Company. 2. Admin Interface login The REC.VC Admin Interface is available via the following URLs: my.rec.vc/adm, or <white label site>/adm Enter and password and click on LOGIN to access the admin interface. For users with both Admin access and associated Recorder, the login credentials will be the same for both the User Interface and the Admin Interface. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 3

4 3. Sub Companies (and Hierarchies) 3.1 Introduction REC.VC enables creation of any number of Sub Companies at any sub level, allowing creation of hiarchies to (1) match your channel and (2) support your processes by e.g. splitting between short term prospects and paying customers. Hierarchy example A Distributor (Your Organizaton) Reseller A Reseller A Prospects Reseller A Customers Customer A1 Customer A2 Etc. Reseller B Reseller C Etc. Hierarchy example B Reseller (Your Organization) Prospects Customers Customer 1 Customer 2 Etc. When accessing the Admin Interface, you login at the root level of your organization. 3.2 Creating a Sub Company To create a new Sub Company, click on the green + button available under Sub Companies. The following fields are available under Settings of the Sub Company: Field Type Description Required Name Text Company or organization name. Also used to create additional hierarchical levels, e.g Customers and Prospects. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 4

5 External Reference Text Can be used to set a unique identifier between Company and third party system, e.g. your CRM or billing system. Parent Company Search Defines where the Sub Company is placed in the hierarchy. This field can be used to move a Company around in the hierarchy. 3.3 Navigating the hierarchy You navigate the hierarchy by clicking on a Sub Company. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 5

6 The breadcrumb shows where you are in the hierarchy and can also be used to navigate the hierarchy. 4. Provisioning of Users and Recorders 4.1 Introduction REC.VC enables creation of any number of Users and Recorders within a Sub Company (including root level). The relationship between User and Recorder is as follow: One User can have access to one Recorder (use case: personal recorders) Multiple Users can have access to one Recorder (use case: shared recorders) te: One User cannot have access to multiple Recorders A User with access to a Recorder can access the User Interface via the following URLs: my.rec.vc, or <white label site> A User with Admin Access (read or read/write) also access the Admin Interface via the following URLS: my.rec.vc/adm, or <white label site>/adm 4.2 Users Creating a User To create a new User, click on the green + button available under Users. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 6

7 The following fields are available in the Use Edit Interface: Field Type Description Required First Name Text User s first name Last name Text User s last name User s address. The address needs to be unique and cannot be used by other Users. The is used as login username. Password Pwd User s password. User can change password by using the Forgot password feature on the login page. Company Search Defines where the User is placed in the hierarchy. A User is normally placed within the same Company as the User s Recorder. Recorder Search Defines which Recorder the User has access to when login via the User Interface. Multiple users can point to the same Recorder. Enabled Check Use this field to activate/deactivate User Streaming allowed Check Permission providing User with Live Streaming feature set when login via the User Interface. Live Streaming is an add on feature. Role Subscription Check Permission to manage Subscriptions for a Company. Permission provided upon request and subject to reseller agreement. Role Admin Check Admin Permission enabling creation of Sub Companies, Users and Recorders at any level, from root level and below. Role Admin Read only Check Admin Read only Permission providing view access to all Sub Companies, Users and Recorders any level, from root level and below. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 7

8 4.2.2 Self registration / trials Any person registering on my.rec.vc or <white label site> will show up as User in Company / Sub Company entered during the registration process (based on Company Name). An alert will go out to Resellers that have chosen to do provisioning of Recorders themselves, for other Resellers, the provisioning will be conducted by the REC.VC team Viewing and editing Users You can click on Users in the main menu to get a list of all Users for the Sub Company in question. In the list of Users, you can Click on the Name to access the Edit Interface of the User. Click on the Recorder to access the Edit Interface of the associated Recorder If Recorder is not set, you can click Recorder not set, click to add to provision a Recorder to the User in question (this will set User to Enabled and create an association / link between the User and the Recorder you create). REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 8

9 4.3 Recorders Creating a Recorder from scratch To create a new Recorder, click on the green + button available under Recorders. The following fields are available in the Recorder Edit Interface: Field Type Description Required Name Text Display Name of the Recorder. SIP URI Text The video address of the recorder, e.g. firstname.lastname@rec.vc firstname.lastname@<white label site> username@<white label site> Location Single Select Location of Recorder and Storage SIP Registrar Text Required if Recorder is to be reached from Internet. The SIP Registrar is typically the <white label site> domain pointing to reseller s VCS. Contact support@rec.vc to confirm details for your SIP Registrar REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 9

10 SIP Proxy Text Required if outbound calls from the Recorder is to go via a VCS for interworking (SIP<>H.323). The SIP Proxy is in most cases the same as the SIP Registrar. SIP Username SIP Password Text VCS username for registrations. Pwd VCS password for registrations. Storage Type Single Select Select between the following options Local storage (in selected Location) FTP storage (automatic transfer of recorded videos to third party FTP server. Videos are not stored in Location once they have been processed and transferred to FTP server. Storage URL Text Only active when FTP storage is selected as Storage Type. The Storage URL is the FTP server address. Storage Username Text Only active when FTP storage is selected as Storage Type. The Storage Username is the FTP username. Storage Password Pwd Only active when FTP storage is selected as Storage Type. The Storage Password is the FTP password. Company Search Defines where the Recorder is placed in the hierarchy. A Recorder is normally placed within the same Company as the User. Enabled Check Use this field to activate/deactivate Recorder BFCP Activated Check Use this field to activate/deactivate mixing of people and content on the recorder side based on the following fixed layout: When not checked, the mixing will take place on the remote side (endpoint/mcu). REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 10

11 4.3.2 Creating a Recorder based on existing User To create a Recorder based on an existing User, click on Recorder not set, click to add in the Recorder column of the User list. The following Recorder fields are prepopulated when clicking on Recorder not set, click to add : REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 11

12 Recorder Name: <first name> <last name> (REC)* Recorder Company: Based on the Company where the User is located. User Enabled: Check User Recorder: Reference to this Recorder. *We recommend adding (REC) to the end of the Recorder (Display) Name to distinguish the recorder from any endpoint, client or virtual meeting room which may have the same name Viewing and editing Recorders You can click on Recorders in the main menu to get a list of all Recorders for the Sub Company in question. In the list of Recorders, you can Click on the Name to access the Edit Interface of the Recorder. View details such as SIP URI, Registrar and Proxy. See Stream Title of the current activate Stream created by User. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 12

13 5. Subscriptions You can click on Subscriptions in the main menu to get Subscription(s) for the Company in question. Subscriptions are currently managed by the REC.VC team and Admin Users will only have view access to this section. 6. Billing, Usage and Recording Log 6.1 Billing You can click on Billing to view: Recording, Storage and Live Streaming volumes included in Company s subscription Summarized and detailed records for a Company s Recording, Storage and Live Streaming consumption in a particular month. Any Monthly excess / overage for Recording, Storage and Live Streaming (has Company consumed more than the volume included in Company s subscription?). On the right hand side of the Monthly Summary table you have the option to: Select billing month by changing Month (and Year if applicable) Export the report in Adobe PDF format by clicking on the PDF icon REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 13

14 The monthly billing report is also available via the APIs in various formats using the following URLs: HTML: id>/billingdata?year=<yyyy>&month=<m>&format=html PDF: id>/billingdata?year=<yyyy>&month=<m>&format=pdf JSON: id>/billingdata?year=<yyyy>&month=<m>&format=json 6.2 Usage You can click on Usage to view the aggregated monthly usage for a Company and optionally for any Sub Company of the Company. Usage Types include: Recording Hours For this Company (aggregated recording activity from all Recorders in Company). For each Recorder (in Company). Include Sub Companies (aggregated recording activity from all Recorders in this Company and Sub Companies, by Company). Streaming View Hours For this Company (aggregated live streaming activity from all Recorders in Company). For each Recorder (in this Company). Include Sub Companies (aggregated live streaming activity from all Recorders in this Company and Sub Companies, by Company). Storage Hours For this Company only. REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 14

15 Based on Peak Storage in Month. The graphs can be presented as Stacked or Grouped. In addition, you may double click on Company or Recorder in the graph legend to filter out all other data (Companies or Recorders). Example: Type: Recording Mode: This Company REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 15

16 Example: Type: Recording Mode: Show Each Recorder Example: Type: Recording Mode: Include Sub Companies REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 16

17 6.3 Recording Log The Recording Log provides overview of all calls to/from Recorder(s) within a Company, optionally also including Sub Companies. The period is defined by a start date entered by you (default date is yesterday) and with last date predefined set to today). Similar to other tabs, the log data view may be refreshed by clicking the tab heading. Field Start Duration Source Direction Recorder Company Description Data and time of recording start: YYYY MM DD HH:MM:SS GMT+2 DD:HH:MM:SS The video address (SIP URI) of the remote site (e.g. endpoint or VMR) Left arrow: Call from Recorder to Source Right arrow: Call from Source to Recorder Recorder Name with link to Recorder Company Name with link to Company REC.VC Administration Guide for Resellers, Version 1.1 (August 18th, 2016) 17