IOCOM User Guide. Copyright IOCOM UK Ltd.

Transcription

1 IOCOM User Guide Copyright IOCOM UK Ltd.

2 Table of Contents Introduction to IOCOM... 4 Installing the IOCOM Client System Requirements... 5 Audio and Video Requirements... 6 Installing the IOCOM Software... 8 Upgrading the IOCOM Software Checking for Updates Connecting IOCOM to a specific server IOCOM Client Configuration Setting up IOCOM using the Setup Wizard IOCOM Options Audio Options Video Options Setting up Multiple PTZ cameras Network Cameras Video Layout Options Meeting Options Messaging Options Dialer Options General Options Stormboard Options Managing Contacts The Basics Contact List Overview Contact List Preferences Adding a New Contact Adding an Existing Account Deleting a Contact Hide Offline Contacts Changing your status Managing Communities Communities Manager Adding Communities Renaming a Community Deleting a Community Adding user to a Community Deleting user from a Community Managing Groups Adding Groups Renaming a Group Deleting a Group Adding user to a Group Deleting user from a Group Joining Meetings Joining a New Meeting

3 Joining Last Meeting Joining a Meeting by ID Meeting Mode Options Exit a Meeting Joining Rooms Joining a Room Managing Meetings Invite Invite to Meeting Rejecting Meeting Invite Messages Scheduling Meetings Scheduling a New Meeting Meeting Scheduler Options Meeting Scheduler Video Layout Sending an invitation Adding Meetings to Calendar Meeting Tools Management Controlling Meeting Audio Changing your Audio Input Changing your Audio Ouput Controlling Participant Audio Controlling Meeting Video Changing your Video Output Controlling PTZ Cameras Sharing Desktops and Applications Sharing your Desktop and Applications Sending Pictures of Applications and Desktops (Pix) Sharing a PowerPoint Presentation Sending Messages Instant Messaging a Contact Messaging in a Meeting Sharing URLs Using the Dialer Place an H.323 call Place a SIP call Place a phone call Saving Endpoints Sharing Files Sharing Files Downloading Files Using the Recorder Recording Meetings Playing a Recording Sharing Recordings Deleting Recordings Using Stormboard

4 Stormboard in a Meeting Moderator Meeting Moderation Account Management Account User Manager Inviting New Users Setting UserSubscription evel Removing User from Account Changing your Account Password Forgot My Password Support Resources Online Resources

5 Introduction to IOCOM IOCOM is a multi-point collaboration platform delivering a rich visual communication environment complemented by a full-featured and compact user interface. The platform is highly scalable and can range from a desktop/laptop system with a USB camera and headset to a full room system with multiple cameras and professional grade audio and video components. This guide will describe how to use the IOCOM client which is the core interface for initiating and managing your meetings, as well as controlling your meeting experience. From the IOCOM client window, you have access to all your conference creation and scheduling functions, as well as the ability to create instant encrypted meetings with other IOCOM endpoints. Let's get started with the install of the IOCOM client. 4

6 System Requirements Minimum hardware specifications are: OS: Windows 7+, Mac OS X or any recent 64-bit Linux distribution One or more USB, PTZ or built-in cameras up to HD resolutions High-speed Internet connection High quality audio device* For updated listings of other recommended equipment including audio-visual components, please visit the IOCOM Support Center. *Audio device selection greatly affects the quality of meeting audio. Built-in microphone and speakers can be used, but a headset or audio conferencing speakerphone is recommended for the best experience. 5

7 Audio and Video Requirements Before setting up the IOCOM client, you need to make sure you have the appropriate Audio and Video equipment. The IOCOM client software runs on your computer system with a variety of off the shelf hardware audio and video input/output devices. There is no proprietary IOCOM hardware required to run the software and it is possible to integrate a wide variety of audio and video devices with the system. Important note: IOCOM functions properly on most laptops but their audio hardware often offer poor acoustics and are not recommended. Please use the devices mentioned in the list below. For more information on recommended hardware audio and video devices, please visit the IOCOM support website Audio Devices You will most likely use one of the following audio devices: 1. Using Headsets with boom microphones Using a headset or ear piece is the easiest way to ensure a optimal audio environment. For best results, position the microphone off to the side or inline with the base of your chin. You can also shorten the boom on some models and place the microphone tip near but not in front of the mouth. Many headset models include a volume control on the cord and/or a switch which can be used to mute/unmute the microphone input. When joining a meeting, remember that in addition to the IOCOM client and system controls, you may need to adjust these headset controls as well. 2. Using Tabletop microphones If you do not wish to use a headset and prefer the use of a tabletop microphone, bear in mind that your speakers will pass audio back through the microphone and generate an effect called echo which is extremely disruptive to a conference. For best audio results, you have two options to use tabletop microphones without creating an echo effect: - Turn off the microphone in the IOCOM client when you are not speaking. You will still generate echo effects if someone interrupts you or you engage in an active 2-way conversation. - Enable echo cancellation by going to Tools > Options > Audio and check "Enable Echo Cancellation." We recommend using the following Echo Canceling Microphone and Speakers devices: Phoenix Duet MT202-PCS Phoenix Spider MT503 Revolab FLX UC Using Desktop speakers Desktop speakers should only be used in conjunction with echo cancellation. Even in conjunction with a headset microphone, desktop speakers will tend to generate a signal loud enough to pass back through the microphone as echo. For best results, keep the speaker volume low and place them further away from the microphone. 4. Using Built in Audio Many laptops come with built in microphones and speakers. This hardware can be used and functions well when echo cancellation is enabled (just go to Tools > Options > Audio and check "Enable Echo Cancellation." ) Note : Before using your audio device in IOCOM, be sure you have installed any software drivers that came with your audio device. Follow the instructions included with your audio device for installing the 6 drivers.

8 Note : Before using your audio device in IOCOM, be sure you have installed any software drivers that came with your audio device. Follow the instructions included with your audio device for installing the drivers. Video Devices You will most likely use cameras. Webcams or PTZ cameras should be placed as close as possible to the center of the display area and inline with eye level. The objective is to approximate eye contact as well as possible when in a conference. If you have a license that allows multiple cameras, you should position the extra cameras to view other participants in the room to capture the best experience for your meetings. Note : Before adding any new video hardware to your system, visit the IOCOM support website to check for any known incompatibilities. Video Displays For optimal use of IOCOM software, the following adjustments should be made in your display control panel: 1. Disable screen savers and monitor power standby. When you are not using your keyboard and mouse, these will cause the monitor to blank out. If you are in a conference with someone at the time, this can be very disruptive. 2. Do not show window contents when dragging. This is extremely processor intensive, and can impact the performance of your conference. 3. We recommend a desktop resolution of 1440x900 or higher. Some systems may experience problems displaying video streams at less than 24-bit color. After making sure you have the right audio and video equipment, you will need to configure your Audio and Video settings to be up and running to join meetings. See next sections to proceed with the set up. 7

9 Installing the IOCOM Software Prerequisites 1. Sign up for the IOCOM service at If your organization is rolling out a Premise-based IOCOM service, you may need to speak to your organization's IT department to obtain the software download. 2. The software download link will be sent to the address you used to register. 3. Download the IOCOM software and see the next section for the installation instructions. Installation Instructions for Windows 1. Log onto your Windows account Note: Administrator privileges are not required. 2. Run the installer that you previously downloaded, view the IOCOM User Agreement and click "Accept and Install" as shown below: 3. The Updating System screen will load with a progress bar, and the IOCOM client will be installed. 4. Once the installation is complete. The IOCOM client will start, enter your login credentials when prompted. After installing the IOCOM software, you may now configure your system and your audio/video devices. Please see Setting up IOCOM using the Setup Wizard to get started. Installation Instructions for Mac 1. Log onto an administrator-enabled account. 2. Run the installer that you previously downloaded. In the Introduction screen, click Continue. 8

10 3. In the next "Installation Type " screen, click Install. You will be prompt to enter the Administrator's password. 4. Click Close to finish. 5. Launch IOCOM and enter your log in credentials After installing the IOCOM software, you may now configure your system and your audio/video devices. Please see Setting up IOCOM using the Setup Wizard to get started. Installation Instructions for Linux 1. Log onto with a sudo capable account. 2. Run the installer that you previously downloaded. 3. Launch IOCOM and enter your log in credentials. After installing the IOCOM software, you may now configure your system and your audio/video devices. Please see Setting up IOCOM using the Setup Wizard to get started. Installation Instructions for Android 1. Visit the Google Play or Amazon Store and search for: IOCOM Visimeet 2. Open the entry and tap the Install button Installation Instructions for ios 1. Visit the Apple AppStore and search for: IOCOM Visimeet 2. Open the entry and tap the Install button 9

11 Upgrading the IOCOM Software Prerequisites You may have be prompted to upgrade to a newer version of the IOCOM client. You can directly click on Run Installer and follow the steps below By clicking on Save and Exit you can save the new installer and install it after by following the steps below. Or by clicking on Cancel and Exit, you will cancel the upgrade. Important Note about Connectivity If the upgrading process fails, make sure that port 80 is opened. This is required for automated upgrades of the IOCOM client. Otherwise, the client upgrade has to be downloaded manually on a machine with port 80 access and manually installed. Upgrade Instructions for Windows The following steps will guide you to perform a IOCOM software upgrade on Windows. 1. Log on to your account. 2. On a system with a non-current version of IOCOM already installed, make a note of the various settings, as these should be preserved after the upgrade. 3. Run the installer that you previously downloaded and answer No to, "An install of IOCOM version <OLD_VERSION> has been detected. Would you like to perform an express upgrade to <NEW_VERSION>?" 4. View the IOCOM User agreement and click "Accept and Install". 5. After the installation is complete, IOCOM will automatically launch on Windows systems. Please note that all your previous configuration have been saved during the upgrade. Upgrade Instructions for Mac The following steps will guide you to perform a IOCOM software upgrade on Mac. 1. Log on to an administrator-enabled account. 2. On a system with a non-current version of IOCOM already installed, make a note of the various settings, as these should be preserved after the upgrade. 10

12 3. Run the installer that you previously downloaded. In the Introduction screen, click Continue. 4. In the next "Installation Type " screen, click Install. You will be prompt to enter the Administrator's password. Files will be installed. 5. Click Close to finish. 6. Launch IOCOM Please note that your previous configuration has been saved during the upgrade. 11

13 Checking for Updates In this section, learn how to check if you received an update of the software. 1. Each client will be notified if an updated version of IOCOM is available. An "Update Available" will appear: Note: if the Update menu option is not listed, no new updates are available. 2. Click the Update Available banner. A new dialog will appear and give you information about the available version. 3. Click Not Now if you do not want to upgrade or click Update to proceed. This will download the latest version and upgrade your client. Note: all previous settings will be saved when performing an upgrade. 12

14 Connecting IOCOM to a specific server In this section, learn how to connect IOCOM to a specific server. This is typically done for customers with their own, private, IOCOM server. 1. If you are already running IOCOM, Go to Meeting > Log Out. The Log In screen will appear. 2. Specify a valid UCS/UCG host name or IP address in the Server (UCS) field as shown below: 3. Confirm that valid login credentials are specified in the appropriate fields and click Log In. A progress bar will be visible while it's connecting to the server. You should now be able to join meetings or invite other users connected to this same UCS/UCG to instant meetings. 13

15 Setting up IOCOM using the Setup Wizard In this section, learn how to set up IOCOM for a Meeting. The following steps will help you configuring your Audio Input/Output and Video input that you would like to use during your meetings. 1. Click on the icon in the lower left of the client and select Setup Wizard Alternatively, in the IOCOM client menu, go to Tools > Options > Setup Wizard 2. The Setup Wizard page will load and you will see sections for Audio and Video devices. 3. Select your desired Input Device (Microphone) from the drop down menu. Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 4. Click Test Audio Input to test your microphone. As you speak, the audio level indicator will move 5. You can adjust the input volume slider up or down until when you are speaking reaches the half-way point. 6. Click Stop Audio Test when you are done configuring your input volume. 7. Select your desired Output Device (Speaker) from the drop down menu Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 14

16 8. Click Test Audio Output. You will hear a recorded prompt. 9. You can adjust the output volume using the volume slider and click Stop Audio Test when you are done. 10. The final step is to configure your camera. As shown above, select the camera(s) you would like to automatically send when joining a meeting. Desktops can also be set to automatically send on meeting join as well. 11. When you select a camera, you will see a preview of your video device. 12. When you select a desktop, a small preview of your desktop will be displayed. Note that when joining a meeting, remote viewers will see the video in your desktops native resolution. 13. When you are satisfied with your changes, click Save Important Notes : If your camera is not listed here, make sure the camera is connected to your system. You may need to install the camera drivers, or restart your system. If you do not have a camera yet, click Save. You can install and configure a camera at a later time. Please note that you have the option to change your Audio or Video settings again. For more information about configuring them, read sections Audio Options and Video Options. After running the setup Wizard, you are now ready to join meetings. Please read the section Managing Meetings to learn how to Invite a contact to a meeting and how to configure your meeting options. 15

17 Audio Options In this section, learn how to configure your Audio settings, including microphone, speaker and notification tones. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. General Default Codec: The default audio encoding codec to be used in a meeting. Echo Cancellation: Toggle IOCOM's built in echo cancellation. Highlight Active Speaker: Active speakers will be underlined in the Meeting Participant tab. Enable Audio Tones: Toggle audio prompts that will play when specific events occur Invitations: Audio prompt played when receiving a meeting invitation Repeat Invitation Tones: Audio prompt will continue to play when receiving a meeting Note: Options may be limited by your user level or server restrictions. invitation Group Chat Messages: Audio prompt played when a group chat message is received Chat Messages: Audio prompt played when a Meeting Content message is received Instant Messages: Audio prompt played when a private Instant Message (IM) is received Files: Audio prompt played when a file has been shared in Meeting Content 16

18 Enter/Exit: Audio prompt played when a user joins or exists a meeting 3. Input Device Microphone: Select the microphone you wish to use when joining meetings. Volume Slider: Slide the meter to the left to decrease microphone sensitivity and to the right to increase microphone sensitivity Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 4. Output Device Speakers: Select the speaker you wish to use when joining meetings. Volume Slider: Slide the meter to the left to decrease volume and to the right to increase the volume of your speaker Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 5. Click the Save button to save changes or Cancel to exit the Options page without saving. 17

19 Video Options In this section, learn how to configure your Video settings, including transmitted cameras, resolutions and video window behavior. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Video tab 3. General Warn about Untransmitted Cameras: Display a notification if you are not transmitting a camera when joining a meeting Snap Resized Video Windows to Native Aspect Ratio: When resizing the video, enabling this option maintains the aspect ratio of the incoming video stream, which can result in "letterbox" style videos 4. Desktop Sharing & Recordings Fit to Window: Automatically fit videos and shares to the video window Unshare Closed Windows: Automatically stop sharing an application when the application is closed or minimized 18

20 Display Desktop Sharing Videos Independently: When enabled, desktop shares are displayed in their native resolution. When disabled, desktop shares show up as a standard size video window Notify Me When a Meeting is Being Recorded: Receive a pop-up notification when a meeting is being recorded Default Capture Quality: This sets the default capture quality when creating a meeting recording in the cloud Local Recording Quality: This sets the default capture quality when creating a meeting recording on your local system Local Recording Location: Specify a directory to save meeting recordings in. Additionally, any compatible video files in this directory (.AVI,.MPG,.MP4,.WEBM, etc) will be displayed in the IOCOM client in the "Recorder" tab 5. Controllable Cameras Detect Cameras: Clicking this button will query your system for any serial PTZ cameras. Detected devices will be listed here, and can then be matched to cameras in the Video Devices section, described below. USB PTZ cameras are not displayed here, but will appear in the "PTZ Camera" drop down menu. 6. Scroll down to Video Devices this section is broken down to Cameras and Desktops 19

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22 Cameras: Display Name: Custom camera names can be entered here. All users in a meeting will see this camera name Video Source: Click to open any camera configuration software installed on your system Resolution: Set the default resolution at which to transmit this camera PTZ Camera: If this is a PTZ camera, associate it with the correct PTZ control device Send Automatically On Join: When checked, this camera will automatically be transmitted when joining a meeting Focus Camera for Voice Activation: When checked, this camera will be used when you are the active speaking in a Voice Activation meeting Desktops: Display Name: Custom desktop names can be entered here. All users in a meeting will see this desktop name Send Automatically On Join: When checked, this desktop will automatically be transmitted when joining a meeting 7. Scroll down to see the Network Video Device section. Network Video Devices: Add Network Video Device: Click to add a network camera: 21

23 URL: Enter the URL to the network camera, including either rtsp://, rtmp://, etc Display Name: Custom camera names can be entered here. All users in a meeting will see this camera name Resolution: Set the default resolution at which to transmit this camera Send Automatically On Join: When checked, this camera will automatically be transmitted when joining a meeting. Remove Click to remove the selected network camera Click the Save button to save your new settings or Cancel to exit the Options page. 22

24 Setting up Multiple Serial PTZ cameras In this section, learn how to set up multiple PTZ cameras. IOCOM is compatible with Sony and Canon Pan Tilt Zoom cameras. How to set up multiple PTZ cameras using COM ports 1. Turn on your PTZ camera and connect the serial port to your system. 2. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 3. Go to the Video tab and the Controllable Cameras section 4. Click the Detect Cameras button and the COM ports on your system will be queried to find controllable PTZ cameras. 5. Once detected, scroll down to the Video Devices section. Assign the PTZ controls to the correct device via the PTZ Camera drop-down menu. 6. After configuring your Video inputs with your PTZs, learn how to control your PTZ camera while in a meeting, please read the 'Controlling PTZ Cameras ' section. 7. Click the Save button to save your new settings or Cancel to exit the Options page. Please see section Controlling PTZ Cameras for details on how to control local and remote cameras in a meeting. 23

25 Setting up Network cameras In this section, learn how to set up network cameras. IOCOM supports standard RTSP, RTMP How to set up network cameras 1. Turn on your network camera. 2. Click on the icon in the lower left of the IOCOM client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 3. Go to the Video tab and scroll to the the Network Video Devies section 4. Click the Add Network Video Device button 5. Enter the URL to the network camera, including either rtsp://, rtmp://, etc 6. Enter a Display Name for the camera. All users in a meeting will see this camera name 24

26 7. Specify the default Resolution at which to transmit this camera 8. Click Send Automatically On Join and this camera will automatically be transmitted when joining a meeting. 9. To transmit network cameras, join a meeting and click the camera split menu drop down icon Configured network cameras will be displayed in the list of available devices. Click the "Transmit" box to send the camera to all meeting participants. 25

27 Video Layout Options In this section, learn how to configure multiple displays and Meeting Video Layout. This defines the default behavior of where video windows will appear on your system and what size those videos will be. These settings can be changed prior to joining a meeting and while in a meeting. Note: Video Layout sections can be overridden when joining a scheduled meeting where the meeting owner has defined a specific layout format for all users that join the meeting. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click the Video Layout tab 2. Video Layout Layout Mode: Set the default layout of video windows when joining a meeting Tiled: In this mode, all video windows are sequentially laid out over the selected displays Single Big: One video will occupy a extra-large position of the display, with other video windows tiled. With "Voice Activated" mode enabled, the active speaker will be moved in to this video position (1) Dual Big: Two videos will occupy the extra-large positions of the display, with other video windows tiled. With "Voice Activated" mode enabled, the two most recent active speaker will be moved in to video position (1) and position (2) 26

28 Quad Big: Two videos will occupy the extra-large positions of the display, with other video windows tiled. With "Voice Activated" mode enabled, the four most recent active speaker will be moved in to video position (1) and positions (2), (3) and (4) Presentation: In this mode, shared data takes up video position (1), with other videos tiled around the sides and below. With "Voice Activated" mode enabled, active speakers will be moved to positions (2), (3) and (4) Tiled Video Size: This defines the default size to display tiled video windows Video Windows Behavior Together: When the IOCOM client is brought is made the active window, all video windows are brought to the front Independent: The IOCOM client and video windows can independently be put in front of other windows Always on Top: All video window will default to appearing on top of all other open windows Voice Activated: Available for all modes except Tiled. When active, users that have recently spoken will occupy the "Big" video windows Avoid the User Interface: Available for all modes. When active, video windows will not open on top of the IOCOM client interface Display Selection: Here, all system displays are represented. In the example above, the system has 3 monitors laid out horizontally. Monitors can be enabled and disabled by clicking. Enabled monitors, indicated by a Green background, will have video windows open on them when in a meeting. Grey monitors will be excluded from having video windows automatically opening on them Note: This only controls where videos open automatically. Videos can be manually moved to any monitor 3. Click the Save button to save your new settings or Cancel to exit the Options page Pro User Tip: Video Layout settings can be applied while in a meeting. Option this Options page, select your desired layout and click Apply to Current Meeting 27

29 Meeting Options In this section, learn how to configure your Meeting Options. Items like idle timeouts, Mini UI mode and automatic meeting handling can be set here. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Meeting tab 2. Check options to : Default Join Mode: Set the default meeting join mode, see "Meeting Mode Options" for details Enable Mini UI on Meeting Join: When enabled, automatically switch to the reduced "Mini UI" mode when joining a meeting Set status to "Idle" after ## minute(s): When enabled, the IOCOM client will automatically change your account to an "Idle" status when no keyboard nor mouse activity is detected during the specified time period Set status to "Away" after a meeting invitation is missed: When enabled, the IOCOM client will automatically change your account to an "Away" status when an incoming meeting invitation is missed 28

30 Set status to "Away" after a meeting invitation is missed: When enabled, the IOCOM client will automatically change your account to an "Away" status when an incoming meeting invitation is missed Automatically accept scheduled meeting invitations: When enabled, the IOCOM client will automatically accept any scheduled meeting invitations received Notify me ## minute(s) before a scheduled meeting starts: When enabled, a pop up notification will be displayed prior to the start time of any scheduled meeting Automatically join scheduled meetings: When enabled, automatically join any scheduled meeting Automatically accept meeting invitations: When enabled, automatically accept and join any incoming meeting request Automatically exit empty meetings: When enabled, if a meeting has no other participants, the client will automatically exit the meeting after five minutes Automatically extend active meetings: When enabled, meetings will automatically extend for an extra hour Prompt before invite: When enabled, the IOCOM client will display a confirmation dialog before sending a meeting invitation to another user Prompt before exiting meeting: When enabled, the IOCOM client will display a confirmation dialog before exiting a meeting Confirm moderator device changes: When enabled, you will receive a confirmation prompt when a meeting moderator wants to change your microphone, speaker or video shares Share PowerPoint presentation automatically: (Windows Only) When enabled, the IOCOM client will automatically transmit PowerPoint slides when the slide show is viewed in Presentation Mode 3. Click the Save button to save your new settings or Cancel to exit the Options page. 29

31 Rejecting Meeting Invite Messages In this section, learn how to reject a Meeting Invite and how to create custom Invitation Replies. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Messaging tab Invitation Replies Enter Your Reply/Add Button: Enter custom messages to use when rejecting a meeting invitation. See section Rejecting a Meeting Invitation for details. Remove Button: Click an existing Invitation Replies and click the Remove Button to delete the reply. Meeting Notes & Instant Messaging Use System Notifications for IM Messages: Enable to use your systems default notification routines in addition to the IM audio tone. On Windows this results in a system tray pop-up message. Save IM History For: Select the length of time sent and receive IM messages will be saved. 3. Click the Save button to save your new settings or Cancel to exit the Options page. 30

32 Saving Endpoints The IOCOM Dialer directory will help you dial faster. In this section, learn how to add or remove an endpoint from the Speed Dial tool 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Dialer tab 3. Enter your endpoint you wish to save and click the Add button. 4. To remove an endpoint from Speed Dial, select the endpoint and click the Remove button. 5. Click the Save button to save your new settings or Cancel to exit the Options page. 31

33 General Options In this section, learn how to configure the General Options of the IOCOM client. Here, settings like Idle timeouts, Mini UI mode and automatic meeting handling can be set. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the General tab IOCOM Settings: Launch on system start: Enable to automatically launch the IOCOM client when you log on to your system Always start minimized to tray: Enable to have the IOCOM client start minimized to your system tray whenever the client is opened Hide offline users: When enabled, in the IOCOM Contacts tab, users who are offline will not be displayed Display device change dialog: Enable to display a device configuration dialog whenever an audio or video device is added or removed from your system 32

34 Display device change dialog: Enable to display a device configuration dialog whenever an audio or video device is added or removed from your system Keyboard Shortcut Modifier Key: Set to your preferred keyboard modifier when using keyboard shortcuts in the IOCOM client Language: Set to your preferred language to display in the IOCOM client interface Appearance: Large icons and labels: When enabled, text and icons will be displayed on the IOCOM client sidebar. Unchecked, only the icons will be displayed Light Sidebar: Enable to change the IOCOM client sidebar to display text in black and the sidebar background in gray Zoom Interface: Adjust the slider to increase the IOCOM client interface, useful for large format displays. Default is 100% Mini UI: Tools Always On Top: Enable to cause all popped out tools to appear on top of other windows Mini UI Location: Select which side your display(s) the Mini UI will appear 3. Click the Save button to save your new settings or Cancel to exit the Options page. 33

35 General Options In this section, learn how to configure integrating the IOCOM client with Stormboard Here, settings like Idle timeouts, Mini UI mode and automatic meeting handling can be set. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Stormboard tab 3. Enter your Stormboard API Key to start integration with Stormboard. Follow the steps displayed on the Options page to retrieve your API key. 4. Once your valid API Key is entered, the IOCOM Options page will update to show all available Stormboards on your account: 34

36 5. Click Refresh to reload the list of available Stormboards 6. Click New Stormboard to create a new Stormboard 7. Click Open to open the selected Stormboard 8. Click Add to Meeting to publish the selected Stormboard to your current meeting Note: You must be in an IOCOM meeting for this option to be enabled 9. Click the Save button to save your new settings or Cancel to exit the Options page. For tips on how to use Stormboards in an IOCOM meeting see the 35

37 Contact List Overview The Contact List displays all of your contacts along with their status. Here you can add and remove contacts, organize them in to local groups or global communities. Clicking the icon at the end of any line or right clicking a line will provide a context menu from which you can invite a contact to a meeting, send a private message, be notified when the contact is available, add a user to a community or group, delete a contact, etc. The symbols to the left of each contact's name represents their current status 36

38 When your contact is currently busy or away, he or she may not respond to your meeting invitations or instant messages. Invitations will be received. If a meeting invitation has been missed, you can check the list of recent meetings in Meeting > Recent Meetings... When your contact is currently in a meeting, if you attempt to invite that user to a meeting they will receive the invitation and have the option to leave their meeting and join you or invite you to their meeting. While in a meeting they can also receive instant messages. However, they may be sharing their desktop and your message will appear on their screen. When your contact is offline, you will be unable to send a meeting invitation or instant message to that user. Learn how to change your list preferences, add or delete a contact in the next sections. 37

39 Contact List Preferences The Contact List displays all of your contacts. You can change your preferences and sort your contacts or create organizational Groups or Communities. 1. Right-click on Contacts or click the in-line icon. A context menu will appear as shown below: 2. Click on: Hide Offline Users : offline contacts will be hidden from your list. Sort List By : your contacts list can be sort by Name, ID ( address) or Status. Expand All : will expand your Contact list Collapse All: will collapse your Contact list Add Community: create a server Community that allows all members of the community to have presence with one another Add Group: create a local Group to organize your contacts. This is only visible to you Add Contact: add an existing user or invite a new user to be a contact on the IOCOM system Add Speed Dial: add an H.323, PSTN (telephone) or SIP endpoint to easily call them in to a meeting. 38

40 Adding a New Contact In this section, learn how to add a new contact to your Contact List. 1. Click on "+Add Contact..." or in the menu "Contacts > Add Contact" 2. Type in the address of a user how does not have an IOCOM account that you want to add as a contact. 39

41 3. Fill out the 'Add a Contact' dialog and click 'Invite' to send them an invitation to the system. 4. The invited user will receive an invitation and a URL to click on to sign for an account. 5. Once the user completes the sign-up process, they will automatically be added as a contact. Note : The user will not show up in the Contacts list until the new user creates their account. 40

42 Adding an Existing Account In this section, learn how to add an existing IOCOM user as a contact to your Contact List. 1. Click on "+Add Contact..." or in the menu "Contacts > Add Contact" 2. Type in the address or a user that already has an account in the "Contact's address" field. 3. The user will appear in the Contacts list with a question mark next to his name, until the remote user approves the request. 4. Meanwhile, the invited contact will receive a contact request in the IOCOM client: 41

43 5. Pending requests will appear at the top of your list.the invited contact can either accept or reject the request. To accept all request, click "Accept". You will now be able to send and receive meeting invitations from those IOCOM users. To reject a request, click the icon and select "Reject Contact Request". The pending request will then be removed from the inviting user. 42

44 Deleting a Contact In this section, learn how to delete a Contact from your Contact List. 1. In the IOCOM contacts window, right-click on an existing user or click the in-line icon. 2. Select "Delete Contact" 3. Click "Yes" on the confirm dialog to remove the selected user from your contact list. Note : - When the contact is removed from the list of contacts, neither user will be able to invite the other to meetings nor exchange instant messages - If the removed contact is part of one of your Communities, you would still see their presence in the Community list. 43

45 Hide Offline Contacts In this section, learn how to hide offline contacts. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the General tab 3. Check the box as shown above to hide offline users. Note: You can also right-click on the Contacts, Communities or Groups bar and pick Hide Offline Users. 44

46 Changing your Status In this section, learn how to change your status. 1. Click on the Status icon next to your name in the IOCOM client window as shown below: 2. Select Available, Away, Do Not Disturb from the list. Your status displayed to all contacts will change accordingly 3. In Do Not Disturb mode, all incoming meeting invitations will automatically be rejected. Missed meeting invites will display instead. 4. You can also set a Custom Away status by clicking Custom... from the list. 45

47 5. Enter a new custom away status in the text entry field and click the Add button to type a new status and then Press Enter. 6. Click Set to save your settings and it will automatically populate your Status list. 46

48 Communities Manager The UCS Communities Manager is a utility that lists all the communities attached to your account. You will have the ability to change the community name, the owner, number of members or delete the community. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load: Here you can create, delete and modify existing communities. Click the "Edit Communities" to add and remove users from the community. 47

49 Adding Communities In this section, learn how to add a new community to your account. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load 4. Enter a name in the text entry box and click "Create New Community" to create a new Community. The Community will be added to the list. 48

50 Renaming a Community In this section, learn how to rename a community. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load: 4. Find the row of the Community you want to edit in the list and click "Rename ". 5. In the message box, enter the new Community name. 6. Click OK. 49

51 Deleting a Community In this section, learn how to delete a community. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load 4. Find the row of the Community you want to delete in the list and click "Delete ". 5. In the message box "Are you sure you want to delete [Community Name]", click OK. 50

52 Adding a User to Community In this section, learn how to add a User to a community. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load 4. Find the row of your Community in the list and click on the Community Name or click on Edit Members. This will bring you to a page allowing you to view the users in the community, user statuses, delete users, and add users. 4. At the bottom of the list, enter a valid of the user you want to add and click "Add User" or import a group of users using the "important users from file." 5. The pending member request status will be set to "INVITED" The owner of the address must have an IOCOM account and will see the community invitation when they sign into the IOCOM client. When the invitation is accepted, the member status will change from "INVITED" to "MEMBER". If a user rejects a community invitation, the member status will change to "REJECTED" 51

53 Deleting a User from Community In this section, learn how to delete a User from a community. The UCS Communities Manager is accessed from the IOCOM client menu. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. A web page will open where you will be prompted for the user name and password to your account. 3. Click on My Communities and the Communities Management page will load 4. Find the row of your Community in the list and click on the Community Name. The list of members of the selected Community will appear. 4. Find the user to delete : You may use the filter fields to search through the list of community members, this is ideal for communities with a large number of members. Search by a user's or portion of the address. Searching by user makes it easier to view that user's status in a community and delete a user. You may optionally filter by status. The status options are: member, invited, and rejected. A member is a user who accepted the community invitation and is part of the community. Invited users are still pending; an invitation to join the community has been sent but the user has neither accepted nor rejected the invitation. A rejected user has declined the invitation to join the community, you may resend the invitation. 52

54 5. Click "Delete " as shown above. Important notes: You cannot alter a status of a user beyond deleting them. If a user has rejected an invitation to a community, you cannot change their status to "member." Users who join a community are part of the community's presence; anyone who is part of the community can see one another's presence. Deleting a user removes that user from the community and they will no longer have presence with community members unless they added any members as a direct contact. 53

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56 Adding Groups You can create custom groups to organize your contacts. In this section, learn how to add a new group. 1. In the IOCOM client, on the Contacts Tab, right click (or select the in-line Group..." link icon) and click the "Add 1a. Alternate methods to Add a Group can be found by clicking the "Contacts" menu and selecting "Add Group..." or by right-clicking on an existing contact and selecting "Add to Group" 2. When prompted with a dialog, enter the name of the new group and click OK. You will then see a group called "Test Group" under Groups. 55

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58 Renaming a Group In this section, learn how to rename a group. 1. In the IOCOM client, on the Contacts Tab, right click (or select the in-line rename icon) the Group to 2. Click Rename [Group Name]. 3. When prompted with a Rename Group dialog, enter the new name for the group. 4. Click OK to rename the group. 57

59 Deleting a Group In this section, learn how to delete a group. 1. In the IOCOM client, on the Contacts Tab, right click (or select the in-line rename 2. Click Delete [Group Name] as shown above. 3. Click Yes to remove the group when prompted. 58 icon) the Group to

60 Adding a User to a Group In this section, learn how to add a User to a group. 1. In the IOCOM client, on the Contacts Tab, right click (or select the in-line add to a Group. icon) the user you wish to 2. Select the user you want to add to a group and right-click. The context menu will show as below: 3. Simply select the group within the list. The selected user is now a member of that group. Note : if a group is not listed, you can create a new group and the user will automatically be added. 59

61 Deleting a User from a Group In this section, learn how to delete a User from a group. 1. In the IOCOM client, on the Contacts Tab, right click (or select the in-line remove from a Group. icon) the user you wish to 2. Select the user you want to remove from a group and right-click. The context menu will show as below: 3. In Remove from Group, simply click the group within the list. The selected user will be removed from the group. 60

62 Joining a New Meeting In this section, learn how to join a new meeting without another participant. 1. On the IOCOM menu, click "Meeting > Join New Meeting" and you will join a new meeting Note: To join a conference with H.323 or SIP systems, see section Place an H.323 call or Place a SIP call. 61

63 Joining Last Meeting In this section, learn how to rejoin the last meeting you were in. 1. On the IOCOM menu, click "Meeting > Join Last Meeting" and you will attend the most recent meeting you were in, if it is still a valid meeting. 62

64 Joining a Meeting by ID In this section, learn how to join a meeting by ID via the IOCOM client. 1. If you have a meeting number, click "Meeting > Join Meeting by ID..." in the IOCOM client menu. 2. On the dialog that appears enter a valid meeting ID and click "Join Meeting" 3. Meeting tools will load, your status will change to "In a Meeting". The IOCOM interface will change to an in-meeting mode. 63

65 You can verified that you joined the right meeting by looking at the Meeting # on the top right of the IOCOM client. 64

66 Meeting Mode Options In this section, learn how to select the mode you wish to use when joining meetings. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Meeting tab 3. In the Default Join Mode menu, select your desire meeting join mode: Default: All video, audio, and data is sent and received. Users typically join meetings in this mode. Selective Video: Your video is sent to other sites, but you only receive what video streams you select from each participant in the meeting. Audio is sent and received normally. This setting is typically used by clients with low downstream network bandwidth. View Only: All video, voice, and data is received, but your audio and video are not transmitting. You can still manually transmit audio by clicking the microphone icon, and transmit video by clicking on the camera icon. This mode is typically used by clients who wish to view the meeting, but not actively participate. Audio Only: Audio and data collaboration are supported in this mode; video is neither sent nor received. This mode is used by clients with limited network bandwidth. 65

67 Exit a Meeting In this section, learn how to exit a meeting. 1. Join a new meeting. See section "Joining a Meeting" 2. While in a meeting, just click on the 'Exit' icon as shown below: You will exit the IOCOM meeting. All video windows will close and the user interface will return to the Contacts window. Notes: You can also exit a meeting from two other ways: Via the Meeting menu Click "Meeting > Exit Meeting" in the main IOCOM window. Via right-click on the IOCOM system tray icon You can also exit the meeting via a right-lick on the IOCOM icon in the SysTray as show below: 66

68 Joining a Room In this section, learn how to join an IOCOM meeting room. 1. Click the Meeting tab in the IOCOM client. 2. Available rooms for your user account will be displayed in the Rooms section. 3. In this case, the user has access to a meeting room named welcome test. Click the meeting room and the click the Join button to enter the room. 67

69 Invite to Meeting In this section, learn how to invite a contact to a meeting. 1. Click on a user in the Contacts list that you wish to invite to a meeting. Note: The user must be online to be invited to a meeting, offline contacts cannot be invited to meetings. Pro User Tip: Control-Click to highlight multiple users to invite to a meeting, or select a Group/Community name to invite the entire Group/Community to a meeting. 2. With the desired user(s) selected, click the "Invite" button in the lower right of the client and meeting invitations will be sent. 68

70 3. Meanwhile, the invited contact will receive the following invitation: If the user accepts, the meeting will be joined. If the user does not wish to join the meeting, they can reject the meeting invitation. See section "Rejecting meeting invite messages" If the invitation is missed, the invited contact will be notified with a missed invitation banner and have their status set to "Away". The missed meeting will show up in the users "Recent Meetings" section of the "Meeting Tab" 69

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72 Rejecting Meeting Invite Messages In this section, learn how to reject a Meeting Invite and how to create custom Invitation Replies. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click on the Messaging tab 3. To create a custom Invitation Reply status, enter you desired text and then click the Add button. 4. Click the Save button to save your new settings. 5. Next time you receive a meeting invite and that you are unable to accept, select the new rejection reply and click the Reply button as shown below: 71

73 The remote user will see the new reply as the reason for the meeting being rejected. 72

74 Scheduling a New Meeting In this section, learn how to schedule a new meeting with no advanced options changed. 1. In the main IOCOM window, click the Meetings tab. 2. Click + Add Meeting... or click the Meeting menu and select + Add Meeting... and the IOCOM Meeting Scheduler will open. 73

75 Subject: Enter a descriptive name for the meeting. Users will see this meeting name in invitations Start: Select a date and a time for this meeting to start. Meetings can be joined up to 15 minutes before the scheduled start time Duration: Select the default length of the meeting. If users are still in the meeting after this time, it can be extended by a moderator. Repeat: Make this meeting recur daily, weekly or monthly. End On: Optionally set a date on which the scheduled meeting will stop recurring. Days: For Weekly recurring meetings, select the days the meeting occurs. Contacts: Invite existing IOCOM users to this meeting. Optionally you can specify other users that can act as moderators for this meeting. See the Moderators section for details. 3. Save or send the meeting To Save: Click the Save button to save the meeting and automatically send the meeting to any invited users. To Click "Save & Send" to invite existing users and open a dialog that allows the meeting to be ed to others. 74

76 The Invite dialog shows a summary of the meeting, including the number of participants that can join the meeting as well as any Guest or Webcast viewers allowed. Click "Copy" to copy the text of the meeting invitation to your clipboard. Click "Calendar" to create a calendar.ics file. Click " " to open the invitation in your default mail program. Note: If your user level supports Webcast, you can change the "Invitation Type" to "Webcast", causing all users who join via the included link to join as Webcast viewers. Note : you can edit or delete a scheduled meeting by clicking the in-line Edit or Delete button. 75 icon and then click on the

77 Meeting Scheduler Options In this section, learn about the advanced options available in a scheduled meeting. 1. In the main IOCOM window, click the Meetings tab. 3. Go to the Options tab 76

78 General: Set default meeting behavior and optionally restrict meeting to only invited IOCOM users Meeting Mode: Select Normal or Presentation. In Presentation mode, non-moderators will only see moderators in their meeting participant list and default Presentation Options will be applied Meeting Encryption: Selelect the level of encryption to apply to the meeting. Note: Encryption levels are controlled by your user level Restrict to Invitees: Enable to only allow users invited via the Details tab to be able to join this meeting Allow Dial-In: Enable to allow PSTN, H.323 and SIP dial-in to this meeting. Note: Dial-in options are controlled by your user level Allow Meeting Extension: Enable to allow the meeting to be extended if it exceeds the scheduled time specified on the Details tab Allow Guests: Enable to allow anonymous guests to join the meeting without requiring an IOCOM account. Note: Guest options are controlled by your user level Allow Web Clients: Enable to allow users to join this meeting with WebRTC clients. Note: WebRTC options are controlled by your use levels 77

79 Allow Web Clients: Enable to allow users to join this meeting with WebRTC clients. Note: WebRTC options are controlled by your use levels Audio: Define default audio behavior for users that join this meeting Allow Audio Send: Enable to allow all non-moderators to send audio to this meeting. Disable this option and only moderators will be able to transmit audio to this meeting Audio Send Startup: Enable to allow all non-moderators to join this meeting sending audio. Disable and non-moderators will join the meeting muted Allow Wideband Audio: Enable to allow wideband audio from all users. Disable to force lowband audio from all users Video: Define default video behavior for users that join this meeting Allow Video Send: Enable to allow all non-moderators to send video to this meeting. Disable this option and only moderators will be able to transmit video to this meeting Video Send Startup: Enable to allow all non-moderators to join this meeting sending video. Disable and non-moderators will join the meeting with video muted FPS Mode: Select the desired FPS mode: Normal FPS: Video is treated normally, with no alterations to FPS enforced Voice FPS: Video for the active speaker will transmit at 30 FPS while all other participants will transmit at 1 FPS Selective FPS: Videos manually selected by a moderator will transmit at 30 FPS, all other video will transmit at 1 FPS Video Codec Restrictions: Force all meeting participants to use the specified video codec. Note: Available codecs are controlled by your user level Video Send Streams: Specify the maximum number of video streams that meeting participants can send. Note: Maximum video streams is restricted by user level Video Receive Streams: Specify the maximum number of video streams that meeting participants can receive. Note: Maximum video streams is restricted by user level Tools: Uncheck items in this section to disable their use in the meeting Misc: Define a welcome message to display to all users as well as web pages to automatically open on meeting join and exit Welcome Message: Enter a text message to display to all users when joining this meeting Join URL: Enter a website URL that all users will open when joining this meeting. Optionally include the user name and/or meeting ID in the URL by checking the appropriate boxes Exit URL: Enter a website URL that all users will open when exiting this meeting. Optionally include the user name and/or meeting ID in the URL by checking the appropriate boxes Link Button URL: Enter a website URL that all users can open via the IOCOM client sidebar. Optionally include the user name and/or meeting ID in the URL by checking the appropriate boxes Link Button Label: Enter the text to display for the Link Button URL Stormboard ID: Automatically add a Stormboard to this meeting 4. Click the Save button to save the meeting or Cancel to exit the Meeting Scheduler without saving the meeting 78

80 Meeting Scheduler Options In this section, learn about the video layout options available in a scheduled meeting. 1. In the main IOCOM window, click the Meetings tab. 3. Go to the Video Layout tab 79

81 4. Settings defined here will be applied to all participants in the scheduled meeting. See section Video Layout Options for details about these settings. 5. Click the Save button to save the meeting or Cancel to exit the Meeting Scheduler without saving the meeting. 80

82 Sending an Invitation In this section, learn how to create an invitation for a scheduled meeting. 1. See "Scheduling a New Meeting" to create a new scheduled meeting 2. Click the Meetings tab in the IOCOM client. 3. Select the scheduled meeting to send an invite to and click the button 81 icon and then click on the Invite

83 4. A preview dialog will open that displays the contents of the that will be sent. Click the button Note: If your user level supports Webcast, you can change the Invitation Type from an active Meeting to a Webcast here. 4. Your default client will open with the contents of a new already populated 82

84 The body contains: Meeting Name: The name of the meeting, set when creating the meeting Date and Time: The date and time, in your time zone, the meeting is set to start Attend Online Link: Meeting participants click the link to join the meeting, add it to the calendar and/or sign up for an IOCOM account Attend by phone: If available to your license level, call in information is provided here 83

85 Adding Meetings to calendar In this section, learn how to add a scheduled meeting to your calendar. 1. See "Scheduling a New Meeting" to create a new scheduled meeting 2. Click the Meetings tab in the IOCOM client. 3. Select the scheduled meeting to send an invite to and click the button 84 icon and then click on the Invite

86 4. A preview dialog will open that displays the details of the meeting. Click the Invite button 5. A save file dialog will open, which allows you to save the meeting.ics file on your system. Once saved, double click the ICS to add the scheduled meeting to your default calendar. 85

87 Changing and Controlling your Audio Input In this section, learn how to adjust your Microphone and levels while in a meeting. 1. Join a new meeting. See section Joining a New Meeting. 2. Click on the split menu button next to the camera icon. 3. Here you can select the microphone you wish to use in the meeting. Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 4. You can also mute your microphone, enable Push-to-Talk (PTT) mode or Raise Hand if you are in a presenter forum. Pro User Tip : You can quickly mute and unmute your microphone by clicking the Microphone icon. 5. You can adjust the sensitivity of your microphone with the volume slider to the right of the microphone icon. Move the slider to the left to decrease sensitivity and to the right to increase sensitivity. Microphone usage is indicated by the green/yellow/red level meter that appears beneath the volume slider 6. The three states your microphone can be in are: Normal mode, all audio picked up by the microphone will be transmitted to 1. the meeting. 86

88 Normal mode, all audio picked up by the microphone will be transmitted to 1. the meeting Muted mode, no audio will be transmitted to the meeting. Push-to-Talk mode, no audio will be transmitted to the meeting unless the microphone icon is clicked and the mouse button is held down. When the mouse button is released, the microphone will be muted again. 87

89 Changing and Controlling your Audio Output In this section, learn how to adjust your Speaker and levels while in a meeting. 1. Join a new meeting. See section Joining a New Meeting 2. Click on the split menu button next to the speaker icon. 3. Here you can select the speaker you wish to use in the meeting. Note: Recommended devices are represented by an * and are typically echo canceling devices or headsets. 4. You can also mute your speaker, mute and unmute all meeting participants and toggle Echo Cancellation Pro User Tip : You can quickly mute and unmute your speaker by clicking the Speaker icon. 5. You can adjust the volume of your speaker with the volume slider to the right of the speaker icon. Move the slider to the left to decrease volume and to the right to increase volume. Speaker usage is indicated by the green/yellow/red level meter that appears beneath the volume slider Note: Changes to the speaker volume apply to all audio received from meeting participants. For details on how to control individual participant levels see Controlling Participant Audio 6. The two states your speaker can be in are: 88

90 Normal mode, all audio picked up by the microphone will be transmitted to 1. the meeting. 2. Muted mode, no audio will be transmitted to the meeting. 6. You can adjust the volume of your speaker with the volume slider to the right of the speaker icon. Move the slider to the left to decrease volume and to the right to increase volume. Speaker usage is indicated by the green/yellow/red level meter that appears beneath the volume slider Note: Changes to the speaker volume apply to all audio received from meeting participants. For details on how to control individual participant levels see 89

91 Controlling your Audio received from meeting participants In this section, learn how to control the audio received from meeting participants 1. Join a new meeting. See section Joining a New Meeting 2. With at least one other user in the meeting, tools will be available to control audio received from the remote user 3. Audio sent to the site is indicated by the up arrow to the left of the user name. Green: Audio is being transmitted from you to the participant Grey: Your microphone is muted and no audio is being sent from you to the participant 4. Audio received from the site is indicated by the down arrow to the left of the user name. Green: Audio is being transmitted to you from the participant Grey: The participant has muted their microphone and no audio is being sent to you 5. Click the speaker icon to the right of the participant name to toggle audio received from the site. Blue/Active Icon: Audio is being played from that participant Red/Muted Icon: Audio is being muted from that participant Note: You can mute an individual site but still receive audio from all other meeting participants 6. Use the audio slider to increase or decrease the volume of the audio received from the participant. Move the slider to the left to decrease the volume and to the right to increase the volume. Note: This only affects audio received from the selected user, all other participants audio volumes will be unchanged. Note: Hover you mouse over any icon to display a tool-tip about that icon's function 90

92 Changing and Controlling your Video Output In this section, learn how to adjust your Video Output while in a meeting. 1. Join a new meeting. See section Joining a New Meeting 2. Click on the split menu button next to the camera icon to display all cameras, network cameras and desktops available. 3. Here you can select the camera(s) or desktop(s) you wish to use in the meeting. Note: The number of devices that can be sent to a meeting may be restricted by your user level or meeting settings 4. Click the Transmit box next to the device you wish to send to the meeting 5. Click the View box next to the device you wish to also have displayed on your system 6. Bring Videos to Front will bring all cameras in front of other open applications on your system 7. Refresh Video Layout will reset all open video windows to your Video Layout setting 8. Video Layout will change the layout for this meeting. See Video Layout for details 9. Tiled Video Layout will change the size of the tiled video windows in this meeting 10. To adjust your send resolution of a camera while in a meeting, right click on the local preview of the video you wish to change. In the menu that opens select Send Resolution. All support formats will be displayed. Select the one you desire and your video will immediately change to that new resolution. Note: This changes sent resolution for this meeting only. 91

93 Note: Default send video resolution can be changed in IOCOM options. See Configuring your Video Settings for details. 11. Videos can resized to any size you desire. Drag the boarders of any video window, much like any other application, to manually resize the image. Additionally, you can click the Minimize, Maximize and Close buttons on the video window header, which will apply default operating system behavior. 12. Video windows can be placed on any system monitor in any location. Drag the video window by the window title bar, like any other application window, and place the video in your desired location. 92

94 Controlling PTZ Cameras In this section, learn how to control Pan-Tilt-Zoom (PTZ) cameras while in a meeting. Local and remote participant PTZ cameras can be controlled from this feature. This feature supports both USB and Serial PTZ cameras. Note: Your user level, meeting restrictions or server limits may disable this functionality. 1. Join a new meeting. See section Joining a New Meeting 2. Click on the split menu button next to the camera icon and select Camera Control 3. The Camera Control dialog will open. Your local and remote participant PTZ cameras can be controlled from here 93

95 Site Settings: Site: All meeting participants are displayed in this drop-down menu. Select the owner of the camera you wish to control here. Camera: All cameras being transmitted by the selected Site are listed here. Select the camera you wish to control here. Allow Remote Control: Control access to PTZ functions of your camera with this option. Password: Restrict access to your PTZ camera with a password, or enter the password required to control a remote PTZ camera. Camera Control: Reset: Pressing the blue arrows icon will reset the camera. Power On/Off: Pressing the green circle icon will power the camera on or off. Backlight: Activate this function when the background of the subject is too bright, or when the subject is too dark. Back Light compensation will make the subject appear clearer. Reconnect: Pressing this function will reconnect the camera. Brightness: Press the icon to increase brightness. Press the icon to decrease brightness. 94

96 The Auto function automatically adjusts the exposure and the brightness of the subject. Focus: Press the icon to increase focus Press the icon to decrease focus The Auto function automatically adjusts the focus position to maximize the high frequency content of the picture, taking in to consideration the brightness and contrast. Zoom: Press the icon to zoom in the PTZ camera. Press the icon to zoom out the PTZ camera. The Slow and Fast sections control the speed at which the zoom level changes. Pan-Tilt: You can control the position of the PTZ camera by using the virtual joystick : Click the Blue Circle to re-center the PTZ camera. You can also invert the controls both horizontally and vertically by checking the boxes as shown above. Pro User Tip: You can remote control any PTZ by clicking on the video window and dragging the mouse to pan/tilt or scrolling your mouse wheel to zoom in/out 95

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98 Sharing your Desktop and Applications In this section, learn how to share your desktop(s) and running applications while in a meeting to all participants. 1. Join a new meeting. See section Joining a New Meeting 2. There are two ways you can transmit your desktop, via the in-meeting Camera icon or via the Sharing tab. 3. To share via the Camera icon, click the split menu button next to the camera 4. Your available cameras and desktops will be listed here. Click the Transmit box next to the display you wish to send to the meeting. Note: All items on the selected desktop will be transmitted to all participants in the meeting. 5. To share via the Sharing tab, first click the Sharing tab 97

99 6. Your available applications and desktops will be listed here. Click the Share box next to the desktop you wish to send to the meeting. Note: All items on the selected desktop will be transmitted to all participants in the meeting. 7. Adjust the capture quality sent to your participants by selecting your screen capture frame rates Note: Depending on your user level, not all FPS options will be available. Important Notes : You can view what you are sharing by checking the View check box To stop sharing your desktop, simply unchecked the Transmit/Share check box If you do not want to share your entire display, you have the option to share specific application windows. Like sharing a desktop, simply click the Transmit/Share check box next to the application you wish to send Most user levels support sending multiple desktops and applications to a meeting 98

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101 Sending Pictures of Applications and Desktops (Pix) In this section, learn how to send a picture (pix) or your desktop or an application to all participants. 1. Join a new meeting. See section Joining a New Meeting 2. Click the Sharing tab, this will display a list of all desktops and visible (not minimized) applications 3. Your available applications and desktops will be listed here. Click the Camera icon next to the desktop or application you wish to send a picture of to the meeting Note: The snapshot will be sent to meeting participant and will not be displayed to you 4. To view your Pix or other Pix sent, click the Content tab in the IOCOM client. The most recent Pix from each user will be listed and can be clicked to reopen it. 100

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103 Sharing a PowerPoint Presentation [Windows Only] In this section, learn how to share a PowerPoint presentation automatically while in a meeting to all participants. 1. Join a new meeting. See section Joining a New Meeting 2. Meeting participants will automatically get your PowerPoint presentation when you enter the Slide Show mode in PowerPoint. 3. Pix will automatically capture the slide images during slide transitions; you do not need to manually update. To disable this feature, go to Tools >Options > Meeting and un-check "Share PowerPoint presentation automatically". Note: Pix only captures still images, so effects such as sounds, video, animations and transitions will not be included. To include video and animations share the presentation via the Sharing tab as a video image. 102

104 Instant Messaging a Contact In this section, learn how to send a private message to a contact that is online. 1. To send an instant message (IM), click the user you wish to send a message to. 2. Click the in-line Chat Bubble Icon or the IM Button in the bottom right of the client 3. An Instant Message window will open. From here you can Invite the user to a meeting or Send an instant message 103

105 Note: Emoji icons are supported. Click the Emoji Picker for a list of available Emojis or manually enter Emojis in the format: :smile: 4. The remote user will receive the message and an accompanying audio notification 104

106 Messaging in a Meeting In this section, learn how to use the Meeting notes tool to send a message to all participants while in a meeting. 1. Join a new meeting. See section Joining a New Meeting 2. Go to the Content tab. The Meeting Content section will open, showing chat, pix and shared files 3. Type a message in the text entry window and click the Send button to send a message visible to all meeting participants. Note: You can save meeting chat by clicking the Download button 105

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108 Sharing URLs In this section, learn how to share a URL to all meeting participants 1. Join a new meeting. See section Joining a New Meeting 2. Go to the Content tab 3. Type in a URL ( for example) and click Send. 4. The URL will be pushed to all participants who will receive a pop-up message. Note: The sending user will not receive the notification. 107

109 5. Clicks on Open URL and the default web browser will open the URL Note: The URL will also appear in Content and can be reopened by clicking it 108

110 Place an H.323 Call The IOCOM Dialer allows telephone participants (PSTN) and traditional IP (H.323/SIP) video conferencing systems to participate in your meetings In this section, learn how to use the Dialer to place an outbound H.323 call Note: Dialer access is controlled by your user level and meeting settings. You may not have access to all dialer features 1. Join a new meeting. See section Joining a New Meeting 2. Click on the Dialer Tab to change to the Dialer Note: The green check marks or red crosses show what features are available 109

111 3. Enter a valid H.323 IP or DNS name or endpoints can also be entered in the format: h323:ipadddress 4. Click the 'Call' button. 5. The call will appear in the Dialer Endpoint section and display the connection status. Note: H.323 video conference endpoints are able to send and receive both audio and video to/from IOCOM. Right-click on the video window you wish to transmit to the H.323 device. Click on Selective and choose 1 This designation defines which video(s) to send to the H.323 end point. 6. To hangup, simply click the "x" icon on the Dialer Endpoint list and your call will be disconnected. 110

112 Place a SIP Call The IOCOM Dialer allows telephone participants (PSTN) and traditional IP (H.323/SIP) video conferencing systems to participate in your meetings In this section, learn how to use the Dialer to place an outbound SIP call Note: Dialer access is controlled by your user level and meeting settings. You may not have access to all dialer features 1. Join a new meeting. See section Joining a New Meeting 2. Click on the Dialer Tab to change to the Dialer Note: The green check marks or red crosses show what features are available 111

113 3. Enter a valid SIP IP or DNS name or endpoints can also be entered in the format: sip:ipadddress 4. Click the 'Call' button. 5. The call will appear in the Dialer Endpoint section and display the connection status. Note: SIP video conference endpoints are able to send and receive both audio and video to/from IOCOM. Right-click on the video window you wish to transmit to the SIP device. Click on Selective and choose 1 This designation defines which video(s) to send to the SIP end point. 6. To hangup, simply click the "x" icon on the Dialer Endpoint list and your call will be disconnected. 112

114 Place a Phone Call The IOCOM Dialer allows telephone participants (PSTN) and traditional IP (H.323/SIP) video conferencing systems to participate in your meetings In this section, learn how to use the Dialer to place an outbound PSTN call Note: Dialer access is controlled by your user level and meeting settings. You may not have access to all dialer features 1. Join a new meeting. See section Joining a New Meeting 2. Click on the Dialer Tab to change to the Dialer Note: The green check marks or red crosses show what features are available 113

115 3. Enter a valid telephone number 4. Click the 'Call' button. 5. The call will appear in the Dialer Endpoint section and display the connection status. Note: PSTN endpoints are unable to display video, but will receive all audio from the meeting. 6. To hangup, simply click the "x" icon on the Dialer Endpoint list and your call will be disconnected. Note: IOCOM reserves the right to bill for PSTN usage on our public service. See for the latest terms of service. 114

116 Saving Endpoints The IOCOM Dialer directory will help you dial faster. In this section, learn how to add and save an endpoint. 1. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 2. Click the Dialer tab 3. Enter your endpoint and click the Add button. Click Save to keep your changes. 115

117 Sharing Files In this section, learn how to upload and share files while in a meeting 1. Join a new meeting. See section Joining a New Meeting 2. Go to the Content tab. The Meeting Content section will open, showing chat, pix and shared files 3. Click the Paper Clip button to share a file with all meeting participants 4. A system file browser will open, Select a file that is less than 40 MB to upload Note: You can also drag a file on to the IOCOM client to share the file 116

118 5. When the upload is complete, the file will appear in the Content tab. Files will be automatically shared to all participants in the meeting. Participants will receive an audio notification and the Content tab will flash. 6. Files will automatically be deleted when the meeting ends. To remove files sooner, click the in-line X icon to remove the file immediately. 117

119 Downloading Files In this section, learn how to download shared files. 1. While in a meeting, some participants may have shared files. See section Sharing Files to learn how to share files in a meeting. 2. To download a shared file, click the file displayed in the Content tab and save via the Save File dialog that opens. 118

120 Recording Meetings In this section, learn how to record a meeting. Note: Some user levels and meeting restrictions can limit the use of the Recorder 1. Join a new meeting. See section Joining a New Meeting 2. Click the Recorder tab 3. Click on the Record Button (red circle) as shown above. 4. You will be prompted to enter a name for the recording and to choose a recording type 119

121 Save Locally: This type of recording captures all audio and one of your desktops. You will be prompted to choose which desktop to record. This recording will be saved to your local system in a standard WEBM format. It will appear in your Local Recordings section when complete. Save to Server: This type of recording is saved to the IOCOM cloud. All video, data and audio streams are independently captured regardless of position on your system. It will appear in your My Cloud Recordings section when complete. 5. All participants of the meeting are notified by a pop-up alert "This meeting is recorded by [Name of the Recorder]" 6. All participants will also see a green "Meeting is being recorded" banner at the top of the IOCOM client 7. Click the Stop button (red square) to stop recording and to save the recording Note: Recording creation stops if you exit the meeting 120

122 Playing a Recording In this section, learn how to playback a recording Note: Some user levels and meeting restrictions can limit the use of the Recorder 1. Click the Recorder tab 2. Click on the recording you wish to playback in the Cloud, Shared, Public or Local recordings section 121

123 3. Click the Play button (green arrow). When playing back a Local Recording, a single video stream will be added to the meeting You can control the audio level and playback quality once the recording starts playing Note: Click Choose a video to play to browse and play any compatible video on your system When playing back a Server Recording, individual audio, data and video streams will be added for every user in the recorded meeting Unlock a Local Recording, users from the recording appear as meeting participants. Their audio and video can be controlled in the same ways as any other meeting participant. 4. Click the Rewind or Fast Forward buttons (blue bar and arrow), to go back or advance the recording playback 15 seconds 5. Click the Repeat button (gray arrows) to repeat playback of the video until the Stop button is pressed 6. Click the Stop button (red square), to stop playback. Note: Recording playback stops if you exit the meeting 122

124 Sharing Recordings In this section, learn how to share a recording with other IOCOM users 1. Click the Recorder tab 2. To share a Cloud Recording, click the in-line icon for the recording you wish to share 3. Click the Share menu 4. Select at least one user or community to share the recording with and click Save 123

125 5. Recordings you share will have a shared icon appear after the recording name 6. Repeat step 4 to add or remove users that the recording is shared with 7. Recordings shared with you will show up in the Shared Recordings section and will display the address of the user that shared the recording 8. To share a Local Recording, browse to the local recording directory on your system. Defined in Options > Video > Local Recording Location. Local recordings are WEBM files that can be ed, file transfered or posted to popular video sharing sites like YouTube and Vimeo. 124

126 Deleting Recordings In this section, learn how to delete a recording. 1. Click the Recorder tab 2. To delete a Cloud Recording, click the in-line icon for the recording you wish to delete 3. Click the Delete menu 4. A confirmation dialog will appear, click Yes to delete the recording from the cloud 125

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128 Stormboard (Early Access Beta) In this section, learn how to use Stormboard in an IOCOM meeting. Note: Some user levels and meeting restrictions can limit the use of Stormboard. Note: To learn how to setup Stormboard, see the Stormboard Options section. 1. Join a new meeting. See section Joining a New Meeting 2. Click on the icon in the lower left of the client and select Options Alternatively, in the IOCOM client menu, go to Tools > Options 3. Click on the Stormboard tab. 4. Click the Add to Meeting button of the Stormboard you would like to add to the IOCOM meeting 5. Click the Save button to return to your IOCOM meeting and publish the Stormboard to all meeting participants. 6. Click the Stormboard icon that now exists in the IOCOM sidebar. This will open the selected Stormboard. 127

129 Note: You may be prompted to log in to your Stormboard account Note: This is an Early Access feature and the method to add Stormboards to an IOCOM meeting will change in a future release. 128

130 Meeting Moderation In this section, learn how to manage the participants and control a meeting. The moderator of the meeting can kick, ban, mute the audio or video and change a the devices used by a participant. Moderators can also override the FPS behavior for video from all users. Note: Your user level, meeting settings or server may limit moderator functions Determining if you have Moderator privileges 1. When in a meeting, the IOCOM client header for a moderator includes additional functions Moderator Header User Header 2. Click the in-line icon for the user you wish to control and select Moderator Controls 129

131 How to change participant Audio and Video Devices Moderators can help users select the correct video and audio devices to use in a meeting. 1. From the Moderator Controls menu select Change Devices. 2. A Change Participant's Devices dialog will open on the moderators system showing all microphones, speakers, cameras and desktops available on the remote users system. 130

132 3. Moderators can select a microphone for the remote participant to use for audio input. 4. Moderators can select a speaker for the remote participant to use for audio output. 5. Moderators can select a cameras, desktops and network cameras for the remote participant to send to the meeting.... Note: The number of simultaneous streams that can be sent are controlled by the remote participants license level. 6. Click the "Save these as their default devices" check-box to apply these changes to all future meetings and not just the current meeting. 7. Click Save and the remote user will be presented with a confirmation dialog to authorize these changes: 8. The remote participant can then either accept or reject these changes. How to Mute Audio from a participant Moderators can change a participant to Push-To-Talk (PTT) mode, which requires the participant to click on the microphone icon to transmit audio. 1. From the Moderator Controls menu select Mute Audio. 131

133 The selected participant's audio will be changed to PTT and a pop-up alert that "A moderator has muted your audio" will be displayed. How to Mute Video from a participant Moderators can change disable video and shares sent to a meeting by a participant. 1. From the Moderator Controls menu select Mute Video. The selected participant's video will stop being transmitted to the meeting and a pop-up alert that "A moderator has muted your video" will be displayed. How to Mute Chat from a participant Moderators can change disable a participants ability to comment in Meeting Content. Muted participants can still read and download files from Meeting Content. 1. From the Moderator Controls menu select Mute Chat. The selected participant's ability to chat via the Content tab will be disabled and a pop-up alert that "A moderator has muted your video" will be displayed. How to Kick a participant out Moderators can change remove disruptive participants from a meeting via the Kick ability. 1. From the Moderator Controls menu select Kick The select participant will be immediately removed from the meeting and will receive a banner notification that "A moderator has kicked you out of this meeting" Note: Kicked users are allowed to rejoin meetings. 132

134 How to Ban a participant Moderators can permanently remove disruptive participants from a meeting via the Ban ability. 1. From the Moderator Controls menu select Ban. 2. A confirmation dialog will pop-up. Click Yes to ban the user. The select participant will be immediately removed from the meeting and will receive a banner notification that "A moderator has kicked you out of this meeting" 3. If the user attempts to rejoin the meeting, they will receive a message that "You are denied access to this meeting". Note: Moderators can re-invite a banned user to the meeting. Invite the banned user and a pop-up confirmation dialog will open. Click the Unban & Invite button to unban the user. How to Fix Echo coming from a participant Moderators can help users fix any echo issues they are experiencing. 1. From the Moderator Controls menu select Fix Audio. 2. A Fix Audio dialog will open on the participants system prompting them to change their microphone and speaker devices. How to report a problem to IOCOM for a meeting participant 133

135 Moderators can submit a problem report to IOCOM for any participants experiencing an issue. 1. From the Moderator Controls menu select Send Report. 2. A pop-up dialog will open asking you to describe the participants problem. 3. The remote participant will receive a confirmation pop-up dialog, asking them to submit meeting performance data to IOCOM. How to change the Audio and Video devices of a meeting participant Moderators can help users fix any device issues they are experiencing by manually setting the microphone, speaker and camera device used. 1. From the Moderator Controls menu select Change Devices. 2. A Change a Participant's Devices dialog will open 3. The Microphone, Speaker and Camera currently in use by the user will be displayed. Click the drop-down menu to display all devices available on the user's system. Click the Save button to apply these changes. Note: These changes will only apply to the current meeting. Check the Save these as their default devices box to apply these changes to all future meetings. 4. The remote participant will receive a pop-up confirmation dialog stating that the "A moderator wants to configure your audio and video devices. Will you allow this?" How to display a meeting alert to all users Moderators can open a pop-up notification for all meeting participants. 1. From the Moderator Header select Meeting Alert. 134

136 2. Enter the alert message to display to all users and click the OK button 3. All meeting participants will then see the meeting alert on their system How to change video frames per second (FPS) for all meeting participants Moderators can change the way video behaves for all users in a meeting. This can help reduce video bandwidth usage in large meetings. 1. From the Moderator Header select the Video drop-down menu. 2. The three video modes available are Normal FPS: Video is treated normally, with no alterations to FPS enforced. Voice FPS: Video for the active speaker will transmit at 30 FPS while all other participants will transmit at 1 FPS Selective FPS: Videos manually selected by a moderator will transmit at 30 FPS, all other video will transmit at 1 FPS 135

137 Account User Manager The UCS Account User Manager is a utility that lists the quantity of used and available subscriptions for an account. You can use this module to invite a user, assign subscription to a user, change its level permission and remove a user from the account. Note: To setup an account, contact sales@iocom.com for details 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. You will be prompted for the password to the UCS Management section before you reach the page, just sign in using your username and password for entry. 3. On the main menu, go to My Accounts, select an account to access the Account User Management page and click Manage as shown below: Note: If My Accounts is not present, you have a stand alone subscription and are not part of an account. 4. You will find information about your subscriptions, the numbers assigned and the numbers available. 5. Usage of the members of your account can be displayed via the Display Usage button. Reports show the last login date, last meeting attended date, the number of meetings attended and the amount of time spent in meetings for the Reporting Period selected. 6. See next topics to learn how to invite a new user, changing the level of a user or remove a user from an account. 136

138 Inviting New Users In this section, learn how to invite new users to an account. An account manager can invite existing and new users to join their account. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. You will be prompted for the password to the UCS Management section before you reach the page, just sign in using your username and password for entry. 3. On the main menu, go to My Accounts, select an account to access the Account User Management page and click Manage as shown below: Note: If My Accounts is not present, you have a stand alone subscription and are not part of an account. 4. Click the Invite New User button. A form will load and it looks like this: 137

139 5. Fill out the fields and enter a valid address. 6. Select the subscription Level at which you want the user to be added to your account. Note: You can only add users if you have Available subscriptions. 7. Add an optional personal message that will appear in the invitation. 8. Click the Send Invitation button. 9. An invitation will be sent to user, containing a link that they must click to be added to your account. 10. You can check the status of sent invitations by clicking the Show Invitations button. 138

140 Setting User Subscription Level In this section, learn how to change the subscription level or disable an existing user in your account. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. You will be prompted for the password to the UCS Management section before you reach the page, just sign in using your username and password for entry. 3. On the main menu, go to My Accounts, select an account to access the Account User Management page and click Manage as shown below: Note: If My Accounts is not present, you have a stand alone subscription and are not part of an account. 3. Enter a user's address in the search field and click "Search". Additionally, you can just click search with the box blank to view all users of the account. 4. Select from the New Subscription Level drop-down menu which subscription level you would like to a user. 139

141 5. Click the Set Level button in-line with the user's level you would like to modify. Note : As levels are changed, the number of Available subscription levels changes Note: You can disable user accounts by setting the New Subscription Level to disabled and apply that level to a user 140

142 Removing a User from Account In this section, learn how to remove a user from your account. 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. You will be prompted for the password to the UCS Management section before you reach the page, just sign in using your username and password for entry. 3. On the main menu, go to My Accounts, select an account to access the Account User Management page and click Manage as shown below: Note: If My Accounts is not present, you have a stand alone subscription and are not part of an account. 3. Enter a user's address in the search field and click "Search". Additionally, you can just click search with the box blank to view all users of the account. 141

143 4. Click the Remove User button in-line with the user's level you would like to modify. Note : Removing a user from an account will disable that account. To re-active the user, you must invite them back to your account and assign a subscription. 142

144 Changing your Account Password In this section, learn how to change your password 1. Click on the icon in the lower left of the client and select Help > Account Settings Alternatively, in the IOCOM client menu, go to Help > Account Settings 2. You will be prompted for the password to the UCS Management section before you reach the page, just sign in using your username and password for entry. 3. On the main menu, go to Change Password. A request form for changing your password will load: 4. Complete the required fields and your account password will be changed for your IOCOM account. 5. A notification will also be sent to your address, informing you of the password change. 143

145 Forgot My Password If you have forgotten your password, you can request a password reset be sent to you. 1. Launch the IOCOM client. 2. Click the Forgot Password? link 3. Your default web browser will open to a web page where you enter your address and click the Submit button 144

146 4. An will be sent to you, click the link in the and then enter your new password. 5. Return to the IOCOM client and update your password and the Log In. 145