Lifesize Cloud Table of Contents

Transcription

1 Table of Contents Let's get started Call someone Create a contact Invite someone to meet Send an invitation from Google Calendar Send an invitation from Microsoft Outlook Call as a guest Let's meet Create a meeting Add participants Manage cameras and views Share content Record calls and meetings Let's chat Using your Lifesize video system with Cloud Connect your Lifesize Icon Connect now Connect later Connect your Lifesize 220 Customize your Lifesize Icon systems through Customize your Lifesize Phone HD through Cloud Using third-party applications with Cloud Google Chrome Internet Explorer 11 Skype for Business Need help? Help me sign in Apps available for Help me configure my app Best practices Still have questions? Manage your Cloud group Manage users Restricting domains Give a user advanced privileges Manage meetings Manage video systems Configure account settings Configure Configuring Single Sign On Generic workflow for configuring Single Sign On Configuring Single Sign On using AD FS Configuring Single Sign On using Okta Identity Management Enabling dialing Configuring a web proxy Opening ports Microsoft Lync 2013 and Skype for Business 2015 federation Skype for Business Online federation Troubleshooting 1

2 Call statistics Collect diagnostics status What's new 2

3 Let's get started Welcome to! Learn about Cloud Call someone Invite someone to meet Let's meet Share content Record calls and view recordings Let's chat If you're a account manager, learn about managing user accounts. If you are calling into a meeting as a guest, learn how to call as a guest. Learn more about subscription plans. Tip: If you sign in to the admin console to manage other user accounts, you are an admin. If you've signed up as an admin by mistake, you won't see the rest of your company in the directory on your app. Because there can be only one admin for a account, you must sign up as a standard user instead. 3

4 Call someone Call other Cloud users and anyone using a standards-based video system, from any of your devices. From your Cloud app, you ll see searchable lists of contacts that are automatically added to the company directory when they join Cloud, including: Contacts in your company directory Meetings Recent calls Any contact you've added as a favorite Double-click to quickly dial the contact. Single-click to view the contact card for that person, meeting, or conference room. From here, you can place a video or audio only call, or start a chat. Call a user by entering an extension or address To call another user who is not in your directory, go to Call > Manual Dial in the top menu, or click Ctrl-D or -D to open the manual dialing screen. Use any of the following formats to call: extension@lifesizecloud.com extension only address Enter lifesizecloud.com, then enter the user s or meeting s extension when prompted. Call a standards-based video system To call someone with a standards-based video system or bridge, go to Call > Manual Dial in the top menu, or click Ctrl-D or -D to open the manual dialing screen. Use any of the following formats to call: IP##extension extension@ip Enter the IP address, and then enter the user s or meeting s extension when prompted. Learn how to add contacts to your directory. If you are not a member of a group, learn how to call without a Cloud account. 4

5 Create a contact You can add contacts to your directory for fast and easy calling in several ways. Add a personal contact to your directory You can also add personal contacts to your own directory. Select enter the contact name and their calling details., click Create a Contact and Your personal contacts appear in your directory only. They are not accessible to others in your account. Add someone to your Favorites Choose a name from your recent calls, the directory, or the meetings list and click once to open the contact card. Click to add the contact to your Favorites. If you'd like to remove someone from your Favorites, simply click again. 5

6 Invite someone to meet You can invite anyone to call you: users who have a account and guests. Send an invitation to users and guests To invite any user or guest to call you, select. Choose where they should call you directly, in a meeting room or on a conference room system. To select a meeting room or a conference room system, type its name in the Search field. Choose to share your call details by or Schedule. NOTE: The Desktop App will open your default calendar application to create the event while the Web App will download a calendar file that you will need to open in order to add to your calendar. Another option is to copy the invitation link and paste it into a chat or a separate or calendar invitation you ve created. You can also send invitations from Google Calendar and Microsoft Outlook. 6

7 Send an invitation from Google Calendar Send meeting invitations directly from Google Calendar. The Google Chrome extension from is required. Download and install the Google Chrome extension for from the Chrome Web Store. NOTE: If you ve shared a presentation on in your Chrome browser, you already have the extension installed. 1. Click to the right of the address bar in your Chrome browser. You may be prompted to log in to. 2. Enter your credentials. 3. Click and click Schedule Google Calendar. 4. Click Meet on Lifesize. 5. You'll see your name appear on a drop down menu. Click the arrow to choose a meeting room or video system. 6. Add invitees. 7. Click Save. Tip: Learn how to create a recurring meeting in. View a video about scheduling a meeting from Google Calendar. 7

8 Send an invitation from Microsoft Outlook The Lifesize Microsoft Outlook Add-in is only available for Microsoft Windows PCs and requires a Microsoft Outlook 2010 or higher client. On the download page, click Lifesize Microsoft Outlook Add-In and follow the setup wizard instructions. You may be prompted to close and restart Microsoft Outlook. Upon a successful installation, you must configure your settings: On your Outlook Calendar Home ribbon, click Schedule Meeting here. Select Account Credentials. In the Lifesize Login Credentials window, enter your address and password. Click Save. Click Schedule Meeting again and select Settings. Select the Default Meeting Location*. Click Save. *NOTE: If you recently created the meeting location in your app and do not see it in the list, click the arrow to the right of the list to refresh it. Optional: To add customized text to all of your invitations, enter it in Customize Invitation. You can edit this text when you create your meetings. You are now able to schedule a meeting from within your Microsoft Outlook calendar. Access from the Home ribbon on Microsoft Outlook calendar. The button is actually two buttons: Click Click to quickly create a meeting invitation based on default settings. to create a unique meeting invitation or to configure your default settings. Tip: Set your Default Meeting to Call Me. Click participants call you directly. to quickly create a meeting by having all View a video about scheduling a meeting from Microsoft Outlook. 8

9 Call as a guest You can call users even if you don't have a account. To join, click on the link in the invitation and then click the Call button. Guests can also join a call on a non-lifesize video system. Under Want another way to call me? on the Call Me page, the guest will find the IP address and extension needed to join the video call. Call from the app Open the app and click Guest User. Enter your name and the number of the person you want to call. The number uses this format: extension@lifesizecloud.com You can download the app here. Call from a third party conference room system You can make and receive calls or join meetings with any conference room system: From the Call Me page, type in the Video Address. Wait for the prompt before entering an extension, also found on the Call Me page. If you've received an invitation to join a call, click the link in the invitation to open the Call Me page where the calling information appears. Call from a phone You can join a video call or meeting as an audio-only participant from your phone. In the United States, dial the number under Audio on the Call Me page and then enter the extension of the person, or meeting, when prompted. If calling from other countries, use these international numbers. users, learn how to call someone. 9

10 Let's meet Select to show all of your Cloud meetings. For faster searching, begin typing the name of the meeting in the search field. Double-click the meeting name to quickly join the meeting. Single-click the meeting name to open the contact card and choose to join as an audio or a video participant. You can also join as an audio-only participant with the ability to share content. If you've received an invitation, click the link to view calling options. You can group chat in meeting rooms. See Let's chat for more information. Leave the meeting by selecting and Your call. The meeting continues for remaining participants. 10

11 Create a meeting A meeting is perfect for regularly scheduled or recurring events. No one needs to initiate the meeting; it is always available, and participants can join at any time Select to open the Meetings tab, then click Create a Meeting. Enter a meeting name and description (optional, but helpful). At this point, Web App users only may opt to require a passcode (Desktop App users, see #4). Require a passcode to join the meeting: Everyone in your account can see your meetings in the Meetings tab, but you can increase security by including a passcode to join. The passcode is automatically included in and calendar invitations. All participants must enter a 4-10 digit numerical code to join the meeting. NOTE: Group chat is not available in meeting rooms using a passcode. Click Submit. Set advanced options (Desktop App only): Require a passcode to join the meeting: Everyone in your account can see your meetings in the Meetings tab, but you can increase security by including a passcode to join. The passcode is automatically included in and calendar invitations. All participants must enter a 4-10 digit numeric code to join the meeting. NOTE: Group chat is not available in meeting rooms using a passcode. Choose a moderator: Click > and type in the name of the person you wish to assign as moderator. The moderator can remove participants as well as mute and unmute all participants in a meeting. Participants must unmute their own microphones to be heard. Choose a lecturer: Click > and type in the name of the person you wish to assign as lecturer. Participants see the main speaker but not one another. The lecturer can remove participants. Meeting owners If you create a meeting, you are the meeting owner. As the owner, you can remove participants during the meeting. You can also edit and delete your meetings. Click once on the meeting name to open the meeting details tab. Click Delete or click Edit to change the name, description, or any advanced options. Meeting owners have access to all recordings of their recurring meeting and they determine the audience for their recordings within the account. Admins determine whether people outside the account can view recordings. Admins can edit and delete all meetings. Learn more about recording calls and meetings. 11

12 Add participants You can have up to 50* participants in a call or meeting depending on your subscription plan. To add participants during a call, open the directory and double-click the contact's name. You can also click the contact name once to open the contact card, and then choose video or audio. You can add participants by sending them the call information. Select generate an invitation with dialing options. then or Schedule to To accept a new caller, select Add. To answer the new call and end the current call, select End + Answer. In the lower panel, the total number of participants and their type of connection, either video or audio, is shown. Meeting owners, moderators, and lecturers can remove participants by selecting and the name of the caller. Select Call > Do Not Disturb from the top menu to prevent incoming calls. *Maximum call participants by subscription plan: Enterprise = 50; Premium = 40; Core = 25 12

13 Manage cameras and views To access the controls of your pan-tilt-zoom camera, click -zoom camera at the far end click.. To access the controls for a pan-til- The picture-in-picture (PIP) window shows your camera s video. Click the PIP window to toggle between different sizes. If you make a different window active during a call, a small window shows the call screen, so you can still view the call. Click X to close this window. It will not disconnect you from the call. Resize the presentation and video screens by dragging the arrows between the windows. If you re using a Lifesize Icon that s connected to Cloud, you can choose a different layout when a presentation is active. Learn about layouts for your Icon system. 13

14 Share content During a call or meeting, click to start sharing your desktop. If someone else is presenting, you ll have the option to stop their presentation before you begin yours. You ll see when you re sharing your screen. Participants in the call see when they are viewing your presentation. Use the arrows between the presentation and call windows to resize them. Click to stop sharing. NOTE: If you are using the Web App in your Chrome browser, you must download the Google Chrome extension for first in order to share a presentation. No extension is required for Internet Explorer 11. Audio plus screen sharing participants (Web Conferencing Mode) You can join meetings as an audio caller, and view presentations and share content. You must join the meeting from the search-based directory. Click the meeting name to open to the contact card for the meeting, then choose to connect as an audio caller with content sharing capabilities. View a video about presenting in a meeting. 14

15 Record calls and meetings You can record calls and meetings from all of your devices with one click, if your account manager has enabled the feature for your group. During a call, select to start recording. When a recording completes, recorded videos are organized and archived into a recording feed for viewing later. To view or manage recordings, open the app and select from the left navigation. You can sort recordings in your feed by date, timeframe, views, and likes, and display them in list or grid view. When you choose a recording to view, you can also like or add the recording to your watch list. Share recordings of a meeting series Meeting owners own all recordings of their meetings, regardless of which participant initiates the recording. To set the initial viewing permissions for your recordings: Open the app and select from the left navigation. Navigate to any Videos page. In Select Meeting, enter the name of the meeting, and click. In Share Properties: Meeting Series, choose from the following options: add or remove viewers set the recording to No Sharing get a shareable link for your Cloud group that provides access to the meeting series Share individual recordings For ad-hoc calls, the person who initiates the recording becomes the recording owner. If you're using a Lifesize Icon that's connected to Cloud, you can select the owner when you start recording. Simply press and then choose a recording owner from members in your Cloud group. Recording owners can customize the audience for individual recordings. Here's how: Select from the left navigation. Navigate to any Videos page. Select the recording to share, and click. In Share Properties: Recording you can see existing viewers and add viewers. Note: Users cannot re-share or edit recordings that have been shared with them. Account managers can see all recordings in their Cloud group. Recording owners can get shareable links for their Cloud group and for people outside their group. Recordings are also available for download as MPEG-4 files. 15

16 Let's chat Chat with other people in your account at any time. Select to see a list of names of people available to chat. Type a name in the Search field to quickly find someone. You can also start a chat from the directory. Search users or select a name and then click from the person s contact card to start chatting. If the device doesn t support chat a conference room system, for example the icon will be grayed out. If you are chatting with someone, click or Call from the chat window to call them. You can have multiple chat sessions, each with an individual participant. Each person you chat with appears in the left column, and chat content appears in the right. Select a different name in the left column to switch between conversations. Chatting with a group in meeting rooms You can group chat with other members of your team by joining them in a meeting room. To chat in a group, choose the meeting room and click to join. You can group chat both in and out of a call. People outside of your account cannot participate in chat, nor will they see the chat conversation. Participant names are listed on the right, along with their online status. Chat history is maintained in the meeting room, and others who join the room later can read the chat history. Chat history cannot be deleted. Note: Chat is not available currently for meeting rooms that use a passcode. You can participate in multiple group and individual chat sessions at the same time. You ll see notifications for incoming chats in both the Chat list and the left navigation. Switch between chats by selecting an individual or meeting name in the left column. While in a group chat, participants can easily go into a video call by clicking must click the to join.. Each individual 16

17 Using your Lifesize video system with Cloud Once you have a account, you can connect your Lifesize Icon and 220 video systems to the Cloud service. 17

18 Connect your Lifesize Icon Once you have a account, you can connect your Lifesize Icon to the Cloud service. Connect now Connect later Is my Icon connected already? From the Icon main screen, navigate to > to view the status of the system. If it's connected, Ready shows for Communications > Service. When you're connected, Icon behaves like the Cloud app on your other devices: applies configuration settings to the Icon directly. All contacts in your company s Cloud directory are available from your Icon in status appears as well.. Their online Virtual meeting rooms are available in. Icon can add video participants and accept multiple incoming callers to the active call. Software upgrades are automatically applied to your Icon instead of requiring you to perform a manual update from a separate file. The system prompts you to apply the update, allowing you to delay the operation if you are in a call or otherwise using the system. To disconnect your Icon from the Cloud Reset your system to its default settings in Maintenance > System Reset > System Reset. NOTE: This action removes your current settings, including your entries in Favorites. When the initial configuration wizard asks you to join the Cloud service, select No. Ask your Cloud account manager to remove the Icon from your Cloud user account. Remember: Once you activate the Cloud service on your Icon you can only place calls to public addresses. Learn more about Icon. View a video about how to connect an Icon to the Cloud. 18

19 Connect now Follow these steps during your Icon's initial configuration. Remember: You must have a Cloud user account set up before connecting. You can associate the Icon to an individual user or a conference room. Individual user Conference room Me allows Cloud end users to associate the device to themselves.user allows Cloud account managers to associate the device to any user or existing video system in their Cloud group. Use this option if the device resides in a conference room and is intended for multiple users.creates a separate Cloud account for the Icon. Enter a name for the system that will appear in the Cloud directory. Optionally, enter an address for calling the system. When the initial configuration wizard asks you to join the Cloud service, select Yes. 1. Open a browser and navigate to the URL shown on your Icon. 2. Sign in with your Cloud address and password. 3. Enter the activation code shown on your Icon. 4. TIP: Scanning the QR code opens the sign-in page. Sign in and your code already appears. From the Icon main screen, navigate to > to view the status of the system. If it's connected, 5. Ready shows for Communications > Service. 19

20 Connect later Connect your Icon system to at any time: Reset your system to its default settings in Maintenance > System Reset > System Reset NOTE: This action removes your current settings, including your entries in Favorites. A wizard directs you to configure the language, network settings, time zone, and your connection to. 20

21 Connect your Lifesize 220 Once you have a account, you can connect your Lifesize 220 video system to the Cloud service. Is my system connected already? From your 220 system, navigate to Administrator Preferences > Communications to view the status of the system. If it's connected, Ready shows for Service. When you're connected, your 220 behaves like the Cloud app on your other devices: applies configuration settings to the system directly. All contacts in your company s Cloud group are available from your system directory. Your 220 can add video participants and accept multiple incoming callers to the active call. Software upgrades are automatically applied to your Icon instead of requiring you to perform a manual update from a separate file. The system prompts you to apply the update, allowing you to delay the operation if desired. Connect your 220 to Connect to the service during initial configuration. To initiate this process after installation, reset your system to its default settings. Remember: You must have a user account to connect your 220 to the service. You can associate a 220 system to an individual user or a conference room: Individual user Conference room Me allows Cloud end users to associate the device to themselves.user allows Cloud account managers to associate the device to any user in their Cloud group. Use this option if the device resides in a conference room and is intended for multiple users.creates a separate Cloud account for the 220 system. Enter a name for the system that appears in the Cloud directory. Optionally, enter an address for calling the system. Upgrade your 220 system to software version or later. 1. When the initial configuration wizard presents the preference, select Enabled. 2. Open a browser and navigate to the URL shown on your Sign in to by entering your Cloud address and password. 4. Enter the activation code shown on your Navigate to Administrator Preferences > Communications to view the status of the system. If 6. it's connected, Ready shows for Service. Disconnect your 220 system from Reset your system to its default settings in Administrator Preferences > System > System Reset. When the initial configuration shows the option to enable the Cloud service, select Disabled. Ask your Cloud account manager to remove the system from your Cloud user account. 220 meetings on Meetings on a 220 system that is not connected to Cloud are different than meetings created on 21

22 Cloud. On a 220 (not connected to Cloud), you create local groups from your contacts. A user dials this group and the system dials each participant in the group. When connected to Cloud, each participant dials in and joins the meeting individually. On Cloud you can create meetings with no participants; a meeting created from a 220 system that is not connected to Cloud must include at least one participant. Refer to the release notes for your 220 system for additional information about behavioral differences and preferences that are disabled when connected to Cloud. View a video about connecting a Lifesize 220 to Cloud. 22

23 Customize your Lifesize Icon systems through If you have Lifesize Icon systems connected to, you can upload a custom background image. 1. Log in to the admin console. 2. Navigate to Advanced Settings > Features and Options > Icon Custom Background. 3. Select Custom background, then click Browse and locate the image file. The file must be a PNG, and the recommended maximum size is 1920 x 1080 pixels. 4. Click Update to upload the file to your Lifesize Icon systems. All of your Lifesize Icon systems will display the custom background image when not in a call. When a user presses a button on the Lifesize phone or the remote, the system will show the near-end camera view. To change the image, load a new custom background image file. To remove the image from your Lifesize Icon systems, select No background and then click Update. 23

24 Customize your Lifesize Phone HD through Cloud For customers with Lifesize Phone HD attached to a Lifesize Icon system, you can customize the time zones and buttons on the home screen of Lifesize Phone HD through the Video Systems page of the web console of. 1. Sign in and click Video Systems. 2. Select the phone you want to customize by clicking on the Lifesize Phone HD link in its row. You may select multiple phones by clicking the checkbox next to each name that is associated with a Lifesize Phone HD. Select Customize Selected Phone(s). 3. Set Home Screen Time Zones: Use the drop down menus to select up to four time zones. You may also select none. Drag and drop to move the time zones into the preferred positions. NOTE: The large clock on the home screen is not customizable and will display the local time and date. Click Next. 4. Set Home Screen Buttons: Click on a button to select. There are 14 buttons to choose from: Present Camera Sleep Start Volume DnD (Do Not Disturb) Health My Info Favorites Call Directory Meetings Recents Add a Call Shortcut You may select up to four buttons. You may also select none. Drag and drop to move the buttons into the preferred positions. Click the X in the upper right corner of the button to remove it from the home screen. If you have selected four buttons, you must remove one before you can add another. You may add a call shortcut for users in your Directory, Meetings or frequently called third parties. The button is active only if there are 0 3 buttons in the preview; otherwise, the button will be grayed out and inactive. Select the button to Add a Call Shortcut. To select someone in your Directory, begin typing a name in the Display Name, and the Calling Details will automatically populate. Select the correct entry and then select Add. For a new entry, type in a Display Name and Calling Details. The Calling Details entry should be an IP address or a extension. Select Add. After adding a Call Shortcut to the Home Screen, you may change the Display Name by hovering your cursor over the Display Name and then clicking to edit. Click Next. 5. It may take up to one minute to update your phone. Any calls in progress will not be interrupted, but new calls will have to wait until after the update. Click Update when you are ready to proceed. 24

25 Using third-party applications with Cloud Create or join Cloud meetings directly from your third-party applications, such as Google Calendar, Internet Explorer 11 and Skype for Business. 25

26 Google Chrome Join a meeting or chat in your Google Chrome browser using Web App Join a meeting or chat quickly without downloading or starting an app Go to Sign in with your address. Click Next. Enter your password. Click Sign In. Learn how to Call someone. Learn how to Chat. Learn how to Create a meeting for a group call. View a video about joining a meeting from Google Chrome. Join a meeting in your Google Chrome browser as a guest using Web App Click on the dialing options link in your invitation. On the Call Me page, click Call. Click Allow to permit to use your camera and microphone. Type in your name and click Go. View a video about joining a call from Google Chrome as a guest. 26

27 Internet Explorer 11 Join a meeting or chat in your Internet Explorer 11 browser using Web App Join a meeting or chat quickly without downloading an app Go to Click Install (first use only). Click Run to install the plugin. Accept the license agreement and click Install. Click Finish when the install is completed. Sign in with your address. Click Next. Enter your password. Click Sign In. Learn how to Call someone Learn how to Chat Learn how to Create a meeting for a group call Join a meeting as a guest in your Internet Explorer 11 browser using Web App Guests can also join a meeting via their Internet Explorer 11 browser After downloading and installing the plugin, as described above, a Let people know your name dialog window will appear prompting guests to enter their name. Guests will also have the option of turning on the camera preview to check their appearance, lighting and surroundings. 27

28 Skype for Business You can use your Skype for Business or Microsoft Lync client to join an ad-hoc call or join a meeting. Skype for Business/Microsoft Lync Users Join a meeting with Skype for Business or Microsoft Lync: Click the dialing options link in the invitation to open the Call Me page. Click the Skype for Business or Microsoft Lync button. When the message window appears, click the camera icon and select Start My Video. Add a meeting or user to your Skype for Business or Microsoft Lync contact list: 1. Add the meeting extension (e.g @lifesizecloud.com) to your contacts list in Skype for Business or Microsoft Lync. The extension is a number located on the Call Me page. Once added, the display name will be imported from to make it easier to identify your contacts or colleagues. 2. When you are ready to join the meeting, find the meeting in your contacts list. 3. Right-click on the meeting and select Start a Video Call. Skype for Business Server Administrators supports the Skype for Business Online and Skype for Business (formerly Lync 2013) environments. You must initiate federation between your Skype for Business server and Lifesize Cloud to allow users to create and attend meetings through Skype for Business. See Configure for more information. 28

29 Need help? Help me sign in What apps are available for? Help me configure my app Best practices Still have questions? Account managers, troubleshoot your issues. 29

30 Help me sign in Your company s account manager will send you an invitation to join your company's Cloud group. Follow the instructions in the invitation and download any apps. Be sure to verify your address to activate your account. If you do not receive the verification , check your spam folder. If you sign up on the Lifesize website, you will not be connected to your company's group or directory. If you ve signed up but cannot see the rest of your company in the directory, contact your account manager. If you've signed up but can't sign in, you may have downloaded the app or connected your Lifesize video system without registering for Cloud. Ask your Cloud account manager to send you another invitation. If you can't remember your password, click Forgot password and we'll send you a reminder. Go here to download the app for all supported platforms. If you're an account manager, sign in to the web console to manage your Cloud group. 30

31 Apps available for Download the app to get started making calls from all of your devices. If you're using the Windows app,.net or later is required. 31

32 Help me configure my app Configure your app under Preferences in the top menu. Video Audio Defaults to Auto, which shows the current camera. Click to move your supported PTZ (pan-tilt-zoom) camera at any time. Defaults to Auto, which shows the current microphone (and power level) and speakers. Click Test to play sound from the current speakers. Collect Data Allows the app to collect usage data. The app uses external devices if detected. If you have multiple external devices and the Auto selection is not optimal, select a device directly from the dropdown menu. 32

33 Best practices Follow the best practices recommended by your video system manufacturer for optimal performance with. Audio Other callers can't hear me Some Mac devices ask for your permission to access the mic when you start the app the first time. If you select No by mistake, your audio is unavailable to callers. Solution: Select Settings > Privacy > Microphone and enable the app. Wired headsets For optimal audio with desktop and mobile clients, use wired headsets. If you are using headphones with two connectors with models of Mac devices that use a single analog headphone port, you must connect them with a TRRS converter. Noise reduction option Mac users should enable the Apple noise reduction option on the mic input for optimal audio quality. Video Ensure that the system maintains the best possible image quality by altering the lighting and background of your environment as necessary, or adjusting camera settings according your vendor's recommendation. 33

34 Still have questions? If you don't see the answer to your question here, contact your local Lifesize representative. If you need additional assistance, contact Lifesize Technical Services. Refer to the training videos for a visual demonstration of some of the features of Cloud. Join our Lifesize Community to stay informed on all things. Sign up today. 34

35 Manage your Cloud group A company typically has one group with one account manager. Account managers use the web console at manage.lifesizecloud.com to manage users and video systems. From the console, you can also monitor usage and quality metrics such as participation per user and room, call length, and system usage. Managing your Cloud assets from the web console Manage users and give users advanced privileges Manage scheduled meetings Manage the video systems in your Cloud account Access account settings for subscription and account information, tools for configuring Single Sign On, customizing Cloud features, and reviewing network information. If you re interested in joining, register for a Cloud account for your company. 35

36 Manage users You can manage users in your group from the web console. Sign in and select to open the Directory, then select the Users tab. Invite someone to join your group To invite someone to your group, open the Users tab, then click Add Users to send an invitation or copy a link to . Note: Account managers must send invitations to their users directly to ensure that users are associated with the company s account. If users sign up on the Lifesize website themselves, they may inadvertently create a separate Cloud group and they will not be connected to your company group or directory. If a user has not signed up and did not receive an , ask them to check their spam folder. The number of users you can add to your Cloud group depends on your company subscription. Learn more about subscription plans. Users inviting new users Users in your group can invite other people to join the group by sending an invitation from the Invite tab in the app. Although you want your Cloud group to expand and be active, you may want to restrict new users to your company domain. Then, users can invite people to join them as a guest for calls and meetings instead. Learn more about inviting a guest. Delete a user account Click the checkbox beside the user name, then click Delete Selected Users to delete them. Change a user password To reset a user s password, select the user s name to open the Edit User tab. Click Reset Password to send an to the user with a password reset link. Change a user s name To change the name of a user, select the user s name to open the Edit User tab. Enter the new name and click Update User to save. 36

37 Restricting domains As an account manager, you can automatically approve new users with authorized addresses, and restrict new users without authorized addresses from joining your account. Enter domain addresses to automatically approve new users with address that match the domain on the Advanced Settings > Features and Options page of the web console. Users attempting to join your account with an address that does not match the domain receive an error From the web console, navigate to Advanced Settings > Features and Options. In the Restrict new users to these domains field, enter the domains you want to allow. Click Enter to add another domain. Click Update. 37

38 Give a user advanced privileges Account managers can give users permission to manage other users, meetings, and systems From the web console, click. Find the user in the directory and click the user's name. In the Edit user tab, select Give user access to the web console. Click Update User. Permissions for users with web console access are defined as follows: User accounts View all user accounts that belong to the Cloud account. Add new user accounts. Manage accounts for self and other users: delete, update the display name and address, reset the password. Manage accounts for other users with access to the web console or for the account manager's account. Meetings View all meetings that belong to the Cloud account. Add new meetings. Manage meetings owned by self, other users, and users with access to the web console: delete, update the meeting name and passcode. Manage meetings owned by the account manager. Video systems View all connected video systems that belong to the Cloud account. Connect video systems as shared or personal devices. Manage video systems that are shared or associated with self, other users, and users with access to the web console: remove or update the connection. Manage video systems that are associated with the account manager. Advanced Settings Configuring Single Sign On Set default screen layout for all meetings Allow users to record calls and meetings Allow users to publicly share recordings Set the language for the group Enable/Disable Group Chat Feature Restrict new users to a specific domain Set Gateway Tunneling Bit Rate for calls Allowed Allowed Allowed Not allowed Allowed Allowed Allowed Not allowed Allowed Allowed Allowed Not allowed Not allowed Allowed Allowed Not allowed Allowed Allowed Allowed Allowed 38

39 Manage meetings Account managers can manage all of the scheduled meetings from the Meetings tab of the web console, including: Setting the number of days to keep inactive meetings Creating new meetings Deleting meetings Account managers can also edit meeting details, including changing the meeting owner. Click the meeting name to open the Edit Meeting tab. Note: Meeting owners own any meeting recordings and are able to set the sharing permissions of recordings within the Cloud group. Account managers determine whether recordings can also be shared with people outside the group. Learn more about creating meetings and meeting options with. 39

40 Manage video systems Account managers can view all of the video systems in their Cloud group from the Video Systems page of the web console. Click to access the page. To remove a system from, select the checkbox next to the system's name and click Disconnect system from Cloud. If you remove a system associated with an individual user or shared conference room, only the system is disconnected. The user or conference room account is still available in. If you are in the same network as the Icon, click to access the Icon's web interface. Add an external group contact Account managers can add group contacts to the shared directory, such as third party systems that are not connected to. 1. On the Directory page of the web console, select the Group Contacts tab. 2. Click Add Contacts. 3. Enter the display name and dial string for the contact. The dial string can be an extension, mail address, video or phone number, public IP address, etc. This string must be unique (two contacts cannot have the same dial string) and can be no longer than 255 characters. 40

41 Configure account settings Configure settings for your Cloud account from the web console. Click your profile name in the upper right, then choose Advanced Settings. Profile The Profile tab shows details of your company s subscription. You can edit account and personal details, including your password and address. Changing the language in the Personal section changes the language in your web console view only. Features and Options Manage global settings for your account from the Features and Options tab. Any changes you make here apply to your entire Cloud group. Preferred screen layouts: Choose default layouts used for all calls and meetings. Recording settings: Allow recording of calls, and specify whether users can share recordings outside of the group. The meeting or recording owner determines the audience within the Cloud group. Go to the Dashboard to see available recording hours which are based on your subscription plan. Phone Numbers: Select a main number and up to two optional phone numbers to appear in and calendar invitations and on the Call Me page for guest users. If you do not make a selection for the main number, the US phone number is displayed by default. The main number will also appear in the My Info screen in the Lifesize app, Lifesize Icons and Lifesize Phones. Group language: Choose the language in the interface for the entire group. Enable chat: Allow users to chat any time. Restrict domains: Limit the domains for new users. Network The Network tab details the IP addresses and locations the service uses. Set the Gateway Tunneling Bit Rate to the maximum kb/s for calls. Downloads for extensions are available on the Advanced Settings > Network tab. Windows Installation Package Lifesize Google Chrome Extension Lifesize Microsoft Outlook Add-In 41

42 Configure Configure your Cloud account to seamlessly integrate the Cloud service into your company's environment. Configuring Single Sign On Enabling dialing Configuring a web proxy Opening ports Microsoft Lync 2013 and Skype for Business 2015 federation Skype for Business Online federation 42

43 Configuring Single Sign On supports Single Sign On (SSO) using any SAML 2.0-compliant identity provider (IdP) framework. Before you begin Verify that your subscription supports SSO. Learn more about subscription plans. Confirm that your company uses a SAML 2.0-compliant IdP or identity framework. You must be able to configure your identity platform settings to register as a trusted app. NOTE: Contact Lifesize Support to enable configuration for users with different domains authenticated by the same IdP. Learn more about configuring SSO Generic workflow for configuring Single Sign On Windows Active Directory Federation Services (AD FS) Okta Identity Management 43

44 Generic workflow for configuring Single Sign On Configuring your IdP settings Configuration varies with each IdP. requires these settings in your IdP: Assertion Consumer Service (ACS) URL: Attribute names or statements (firstname, lastname, ) which must match those in Lifesize Cloud. Note: The following Name ID format is required: urn:oasis:names:tc:saml:2.0:nameid-format:transient Entity Id: URL that your IdP uses to receive single sign-on requests. This URL must match the value in the Login URL field in (Advanced Settings > SSO Integration SSO Configuration). Default Relay State: Matches the Relay State field in. Note: The Relay State field will be populated after you have entered your settings and clicked Test in. See Configuring SSO below. X.509 encoded security certificate: -----BEGIN CERTIFICATE----- MIIEHzCCAwegAwIBAgIJAOeNkbnxVVV/MA0GCSqGSIb3DQEBBQUAMIGlMQswCQYD VQQGEwJJTjELMAkGA1UECAwCS0ExEjAQBgNVBAcMCUJhbmdhbG9yZTERMA8GA1UE CgwITGlmZXNpemUxFzAVBgNVBAsMDkNvbW11bmljYXRpb25zMRowGAYDVQQDDBFs awzlc2l6zwnsb3vklmnvbtetmcsgcsqgsib3dqejaryechjvzhvjdg1hbmfnzw1l bnrabglmzxnpemuuy29tmb4xdte1mdcwnjewmtixnloxdti1mdcwmzewmtixnlow gauxczajbgnvbaytaklomqswcqydvqqidajlqtesmbaga1uebwwjqmfuz2fsb3jl MREwDwYDVQQKDAhMaWZlc2l6ZTEXMBUGA1UECwwOQ29tbXVuaWNhdGlvbnMxGjAY BgNVBAMMEWxpZmVzaXplY2xvdWQuY29tMS0wKwYJKoZIhvcNAQkBFh5wcm9kdWN0 bwfuywdlbwvudebsawzlc2l6zs5jb20wggeima0gcsqgsib3dqebaquaa4ibdwaw ggekaoibaqdn6r/qwovemypcprbksgevklaedcc08lq0yxb3s3hemau6i7zcr6ju ss1ldhxrr7zjhkk148loa0p5/3kbyd5p4rpg03levpni43p8sa6uct7oeu3to/av jqlklyxw9f2bx5bhdqgv7ftr8n1o9gmzauwjd7lfrevgrom8r/ih60/l1smpcyx2 yij4vq80gsonpyxvc7anmnfjglkysozbfetpxzgkgr9jqotadrjf6oeerxbhkcjq VHIjQvW1Dt4jEQT1ndOzLt0Kw/MzrbxkokQ2JhGuGUWX1o/OPDrQ5nflYN9rhJgO SiTsB1e4T9loeZTUjDPi3y2dVWDZXM8tAgMBAAGjUDBOMB0GA1UdDgQWBBSe51Gq i8w/xjp/qmltihly/hqwxzafbgnvhsmegdawgbse51gqi8w/xjp/qmltihly/hqw XzAMBgNVHRMEBTADAQH/MA0GCSqGSIb3DQEBBQUAA4IBAQB6O0X7VS9dFaDQI30N Mgabvc3RRkn0QiIC42uX3NB9Lt75k/KWK5keOlTci339qZHatEii6ZkGp9eLrW/9 7sCitBrM7RXRpYf7IVGTRLb6NYrKitM5wAxpFwj18/2DZi4ugg3DaFCAUz7jMi1L UMeu/X59ilFn5sx7wz+J/VJAHF2W17vdpBY6qXXAdv9BwO5ii4g5W0gWAcVQKL8k 7kz7ZEx+Fpn3HT3vB09ZWrtIZlFttc/+B7C9kAvR69H73Exg1wHAuFfXeIwC3zTs sv7jxd2yjocmc9tp8mpxean9nemfkbbmvvuchqin0tkt+lzjjfq0akcng542ktwg vwjt -----END CERTIFICATE

45 Configuring SSO in 1. From the web console, open Advanced Settings > SSO Integration and set these values: Identity Provider Issuer: A unique identifier for your IdP, which is available in your IdP configuration interface. Login URL: The URL where your IdP receives single sign-on requests. Certificate: The encoded information for your security certificate that your IdP generates. First Name, Last Name, and Attributes that SAML uses to identify users. Your IdP submits them to the Lifesize login service and the login service uses these attributes to build an account for each user. 2. After configuring your IdP and settings, click Test to confirm your configuration. Your settings are validated against your IdP. 3. Once testing is successful, click Update to enable SSO. 4. Copy the URL from the Relay State field, then enter it as the default relay state setting in your IdP. Note: The Relay State field is populated after you enter your settings and click Test in. Relay State configuration is required for IdP initiated flow to work correctly for. 45

46 Configuring Single Sign On using AD FS These instructions assume you are using Microsoft Active Directory Federated Service identity framework (AD FS) 2.0. If you are using a later version, make sure that Intranet Forms Authentication is enabled (Authentication Policies > Primary Authentication > Intranet Forms Authentication). Configure AD FS 1. Sign in to your AD FS management console. 2. In the left navigation pane, select Relying Party Trust. In the right navigation pane, click Add Relying Party Trust. 3. Click Start. 4. In Select Data Source, choose Enter data about the relying party manually. 5. In Specify Display Name, enter a name (for example, ) for the relying party you are creating (plus any notes). 6. Choose AD FS 2.0 profile. 7. Copy and save the Lifesize X.509 security certificate to a file named lifesize.crt BEGIN CERTIFICATE----- MIIEHzCCAwegAwIBAgIJAOeNkbnxVVV/MA0GCSqGSIb3DQEBBQUAMIGlMQswCQYD VQQGEwJJTjELMAkGA1UECAwCS0ExEjAQBgNVBAcMCUJhbmdhbG9yZTERMA8GA1UE CgwITGlmZXNpemUxFzAVBgNVBAsMDkNvbW11bmljYXRpb25zMRowGAYDVQQDDBFs awzlc2l6zwnsb3vklmnvbtetmcsgcsqgsib3dqejaryechjvzhvjdg1hbmfnzw1l bnrabglmzxnpemuuy29tmb4xdte1mdcwnjewmtixnloxdti1mdcwmzewmtixnlow gauxczajbgnvbaytaklomqswcqydvqqidajlqtesmbaga1uebwwjqmfuz2fsb3jl MREwDwYDVQQKDAhMaWZlc2l6ZTEXMBUGA1UECwwOQ29tbXVuaWNhdGlvbnMxGjAY BgNVBAMMEWxpZmVzaXplY2xvdWQuY29tMS0wKwYJKoZIhvcNAQkBFh5wcm9kdWN0 bwfuywdlbwvudebsawzlc2l6zs5jb20wggeima0gcsqgsib3dqebaquaa4ibdwaw ggekaoibaqdn6r/qwovemypcprbksgevklaedcc08lq0yxb3s3hemau6i7zcr6ju ss1ldhxrr7zjhkk148loa0p5/3kbyd5p4rpg03levpni43p8sa6uct7oeu3to/av jqlklyxw9f2bx5bhdqgv7ftr8n1o9gmzauwjd7lfrevgrom8r/ih60/l1smpcyx2 yij4vq80gsonpyxvc7anmnfjglkysozbfetpxzgkgr9jqotadrjf6oeerxbhkcjq VHIjQvW1Dt4jEQT1ndOzLt0Kw/MzrbxkokQ2JhGuGUWX1o/OPDrQ5nflYN9rhJgO SiTsB1e4T9loeZTUjDPi3y2dVWDZXM8tAgMBAAGjUDBOMB0GA1UdDgQWBBSe51Gq i8w/xjp/qmltihly/hqwxzafbgnvhsmegdawgbse51gqi8w/xjp/qmltihly/hqw XzAMBgNVHRMEBTADAQH/MA0GCSqGSIb3DQEBBQUAA4IBAQB6O0X7VS9dFaDQI30N Mgabvc3RRkn0QiIC42uX3NB9Lt75k/KWK5keOlTci339qZHatEii6ZkGp9eLrW/9 7sCitBrM7RXRpYf7IVGTRLb6NYrKitM5wAxpFwj18/2DZi4ugg3DaFCAUz7jMi1L UMeu/X59ilFn5sx7wz+J/VJAHF2W17vdpBY6qXXAdv9BwO5ii4g5W0gWAcVQKL8k 7kz7ZEx+Fpn3HT3vB09ZWrtIZlFttc/+B7C9kAvR69H73Exg1wHAuFfXeIwC3zTs sv7jxd2yjocmc9tp8mpxean9nemfkbbmvvuchqin0tkt+lzjjfq0akcng542ktwg vwjt -----END CERTIFICATE In AD FS > Configure Certificate, use the Browse button to locate the certificate and upload it, then click Next. 9. In Configure URL, select Enable support for the SAML 2.0 WebSSO protocol and enter this URL: In Configure Identifiers, enter this URL in Relying party trust identifier, making sure to include the closing slash /: 46

47 Click Add to move the identifier in the display list, then click Next. In Choose Issuance Authorization Rules, select Permit all users to access this relying party, then click Next. In Ready to Add Trust, review the settings then click Next to add the relying party trust to the AD FS configuration database. You have created and defined a relying party. Next, create a claim rule determining how this relying party communicates with Active Directory. Add a Claim Rule 1. If the Edit Claims Rules window is not open, right-click on the relying party you created (Trust Relationships > Relying Party Trusts) and select Edit Claim Rules. 2. Select the Issuance Transform Rules tab, then click Add Rule. 3. In Select Rule Template, choose Send LDAP Attributes as Claims from the claim rule template dropdown menu, then click Next. 4. In Configure Rule, name the claim rule, using a name that describes its purpose, for example Get attributes from AD.) 5. Select Active Directory in the attribute store dropdown menu. 6. Map your local LDAP Attributes to the matching Outgoing Claim Types values. Attribute names or statements (Given Name, Surname, Address) must match those in Lifesize Cloud. 7. Click Finish. 8. In Edit Claim Rules, select the Issuance Transform Rules tab, then click Add Rule. 9. In Select Rule Template, choose Send Claims Using a Custom Rule, then click Next. 10. Assign a name, then enter this definition in the Custom rule field: c:[type == " => issue(type = " Issuer = c.issuer, OriginalIssuer = c.originalissuer, Value = c.value, ValueType = c.valuetype, Properties[" = "urn:oasis:names:tc:saml:2.0:nameid-format:transient", Properties[" = " 11. Click Finish, then click OK or Apply to save the rule. 12. In the main AD FS window, select Relying Party Trusts from the left navigation. 13. Right-click the Relying Party Trust you just added and select Properties. 14. Select the Signature tab, then click Add Browse to the lifesize.crt certificate file you saved earlier, and upload it to AD FS. 16. Select the Advanced tab, and set Secure hash algorithm to SHA Click OK when complete. Configure, Test, and Enable SSO in Setting up AD FS on your Windows server automatically creates an XML-based metadata file at: This metadata is exchanged between AD FS and when a user is authenticated, forming the basis for a relying trust. 47