Connect USERGUIDE. UnitedStates Pakistan Colombia Mexico UAE. byclaryicon

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1 Connect USERGUIDE UnitedStates Pakistan Colombia Mexico UAE byclaryicon

2 Table of Contents OneScreen Connect User Guide... Error! Bookmark not defined. Table of Contents... 0 Introduction to OneScreen Connect... 5 System Requirements... 6 Audio and Video Requirements... 7 Audio Devices... 7 Video Devices... 8 Installing the OneScreen Connect Software... 9 Installation Instructions for New Users... 9 Reinstall OneScreen Connect... 9 Upgrading the OneScreen Connect Software Checking for Updates Setting Up Audio & Video Using the Setup Wizard Connecting OneScreen Connect to Private Server Contact List Overview Contact List Preferences Adding a New Contact Deleting a Contact Set Availability About Communities Create a Community Rename or Delete a Community Add/Remove Users from a Community Invite a User to Join a Community Remove a Community Member Leave a Community Manage a Community via the Account Manager Create and Rename a Community Editing Community Members... 34

3 Adding Community Members Importing Users from File Deleting Community Members Create a Group Delete a Group Rename a Group Add and Remove Contacts from a Group Add Contacts to a Group Remove Contacts from a Group Invite a Group to a Meeting About Meetings Instant Meetings Invite Someone to an Instant Meeting Accept or Reject an Instant Invite Accepting an Invitation Rejecting an Invitation Missed Invitation Joining Meetings Join a Meeting by Code Joining a Meeting via Join via Link Joining Last Meeting Joining New Meeting Joining via Scheduler Joining via WebRTC About WebRTC Join via Link Meeting Mode Options Joining a Room... 66

4 Scheduling Meetings Scheduling a New Meeting Scheduler Meeting Options Scheduled Meeting Layout Inviting Attendees to a Scheduled Meeting Inviting through the Client Inviting Through Moderator Adding Files Group Chat Sharing URLs Share Desktop or Application Desktop Sharing Application Sharing View Capture Quality Pix: Desktop/Application Snapshot Sharing a PowerPoint Presentation Place an H.323 or SIP Call Gatekeeper Sharing H.239 Content Dial a Phone (PTSN) Place a SIP Call Save Endpoints to the Dialer directory (Speed Dial) Option One (During a Meeting) Option Three (Via Contacts Tab) About Recordings Cloud Recordings Start a New Recording

5 How to Edit & Share a Cloud Recording Play a recording Local Recordings Start a New Recording Playing Local Recordings Sharing/Editing Local Recordings Playback a Recording Play a recording Sharing Recordings Using the Whiteboard Adding to the Whiteboard Using Mini UI Using the Mini UI Mini UI Settings Set OneScreen Connect to automatically be set to Mini UI when launched Set where the Mini UI is located Instant Messaging a Contact User Management Audio In Change Output Device Mute/Unmute Your Microphone Increase/Decrease Outgoing Volume Echo Audio Output Change Output Device Mute/Unmute Your Audio Device Increase/Decrease Outgoing Volume Echo Set Temporary Video Layout During a Meeting

6 Voice Activated Video Reduce Video Speed (FPS) Controlling PTZ Cameras About the Account User Manager Account User Manager Accessing the Account User Manager Adding a User See All the Account Members Invite Users Inviting a Group of Users to Join OneScreen Connect & an Account Account Statistics Change Your Password About Guest Mode Join a Meeting in Guest Mode Online Resources

7 Introduction to OneScreen Connect OneScreen Connect 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 OneScreen Connect client which is the core interface for initiating and managing your meetings, as well as controlling your meeting experience. From the OneScreen Connect 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 OneScreen endpoints. Let's get started with the install of the OneScreen Connect client.

8 System Requirements Minimum hardware specifications are: Windows 7+, Mac OS X 10.7+, or any recent Linux distribution High-speed internet connection One or more USB, PTZ, or built-in cameras up to HD resolutions

9 Audio and Video Requirements Before setting up OneScreen Connect, you need to make sure you have the appropriate audio and video equipment. OneScreen Connect client software runs on your computer system with a variety of off-the-shelf audio and video input/output devices. There is no proprietary OneScreen hardware required to run OneScreen Connect software and it is possible to integrate a wide variety of audio and video devices with the system. Important note: OneScreen Connect functions properly on most laptops but we highly recommend using an external audio device for improved sound quality for all parties. Please use the devices mentioned in the list below. For more information on recommended hardware audio and video devices, please visit the OneScreen Connect support website Audio Devices You will most likely use one of the following audio devices: 1. Headsets with boom microphones Using a headset or ear piece is the easiest way to ensure an optimal audio environment. For best results, position the microphone off to the side or in line 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 OneScreen Connect 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 OneScreen Connect when you are not speaking. You will still generate echo effects if someone interrupts you engage in an active 2-way conversation.

10 Enable echo cancellation by going to Tools Options Audio and check "Enable Echo Cancellation." We recommend using the following echo canceling microphone and speaker devices: ClearOne Chat 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 Many laptops come with built in microphones and speakers. This hardware can be used and functions well when echo cancellation is enabled under Tools Options Audio and check "Enable Echo Cancellation." Note: Before using your audio device in OneScreen Connect, 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. We also recommend using the OneScreen Connect Setup Wizard when OneScreen Connect is first launched. You can also run the Wizard under Tools Setup Wizard Video Devices Built-in and external cameras, such as USB and PTZ (Pan, Tilt, Zoom), can be used. Use any device you currently own or select the device that fits your needs and budget. Cameras should be placed as close as possible to the center of the display area and in line 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. 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.

11 Installing the OneScreen Connect Software Installation Instructions for New Users The following steps will guide you through the account creation and installation process: 1. When you access your account on click the button that reads "Download Latest Client" 2. The download can be found in your downloads folder or in corner of the browser like any other application you would install from the web. To continue with the installation, click the downloaded folder. 3. Follow the Install Wizard instructions 4. Once the installation is complete OneScreen Connect should start. If it does not automatically start, look for a shortcut on your desktop or look in your applications or programs folder. It may be titled "OneScreen Connect" 5. When OneScreen Connect initially launches it will show you the OneScreen Connect Setup Wizard. Follow the Wizard's instructions to ensure your audio and video devices are properly connected and detected by the application. Skipping the Wizard may result in difficulties during initial meetings. If you exit the Wizard and would like to run it, it can be found under Tools Setup Wizard 6. [Optional] You can set OneScreen Connect to automatically start when your system starts under Tools Options General "Launch minimized on system start" After completing the installation and Setup Wizard, visit Tools Options to set default preferences. Reinstall OneScreen Connect For users who need to reinstall OneScreen Connect and have installed it in the past or activated their account follow these instructions: 1. Visit 2. Enter your OneScreen Connect credentials 3. Once you enter your credentials you will be logged into the Account Portal and will see a link "Download Latest Client" which you will click to begin the installation Note: If you attempt to log into the portal but receive the "Invalid login credentials" notice try resetting your password by clicking "Forgot your password?" If you attempt to rest your password but are notified that it is an invalid address this may mean you do not have an active OneScreen Connect account and should follow the steps found above under "Installation Instructions for New Users."

12 Upgrading the OneScreen Connect Software You may have been prompted to upgrade to a newer version of OneScreen Connect. You can click on the banner to run the update; the banner will sit at the top of the application until the update has been completed. Important Note about Connectivity If the upgrading process fails, make sure that port 80 is opened. This is required for automated upgrades of the OneScreen Connect client. Otherwise, the client upgrade has to be downloaded manually on a machine with port 80 access and manually installed.

13 Checking for Updates 1. Each client will be notified if an updated version of OneScreen Connect is available via a banner across the top of the application Note: If the banner is not visible, no new updates are available. 2. Click the banner. A new dialog will appear and give you information about the available version. 3. Click "Later" if you do not want to upgrade or click "Update OneScreen Connect" to download the latest version Note: All previous settings will be saved when performing an upgrade.

14 Setting Up Audio & Video Using the Setup Wizard Learn in this section how to set up OneScreen Connect for a meeting. The following steps will help you configure the audio input/output and video input devices that you would like to use during your meetings. Note: If your preferred devices are not listed in the Setup Wizard they may not be properly installed or detected by OneScreen Connect. Refer to the bottom of this section for more information 1. In the main OneScreen Connect window, go to Tools Setup Wizard. 2. The Setup Wizard page will load and you will first set up your audio input 3. Select the audio input device (mic) that you would like to test 4. Click "Start Audio Test" and speak normally 5. You can adjust the input volume slider left (quieter) or right (louder) until when you are speaking the meter reaches the half-way point 6. Click "Stop Test" when you are done configuring your input volume 7. Click "Next" to set up your audio output 8. Select the desired output device from the drop down menu 9. Click "Start Audio Test." You will hear a recorded prompt 10. You can adjust the output volume using the volume slider 11. Click "Stop Test" when you are done 12. Click "Next" to configure your video settings 13. The final step is to configure your camera 14. Select the camera you would like to use for your meetings 15. When you select a camera, you should see a preview of your video 16. Click "Save" to apply your settings.

15 Important Notes If your preferred devices are not listed check that they are properly connected to your system and all drivers have been installed If you have added a device while running OneScreen Connect and it is not listed try fully exiting OneScreen Connect and restarting it You may need to install the camera drivers, or restart your system. If you have any application running, or have run an application while OneScreen Connect has been running, that requires video and or audio such as a video conferencing service, make sure you fully quit the other application and quit OneScreen Connect and restart OneScreen Connect. Sometimes when running a service that uses the required devices while running OneScreen Connect, OneScreen Connect cannot detect them because they are assigned to another program. If you do not have a device yet, skip the step and try again later. Please note that you have the option to change your audio or video settings again. For more information about configuring them, read sections 'Configuring your Audio Settings' and 'Configuring your Video Settings'. You can run the Setup Wizard at any time to configure any new devices or changes. 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.

16 Connecting OneScreen Connect to Private Server Most users will use the public version of OneScreen Connect hosted on a public server while others may use OneScreen Connect on a private server. If you are unsure about which server you should use, ask the individual who will be managing the meeting. Refer to your Account Activation for the server name. 1. Open the OneScreen Connect application 2. When looking at the OneScreen Connect login screen you will see three fields to edit, , password, and server

17 3. Enter the server name in the third field. For most OneScreen Connect users this will be "onescreen.claryicon.com" 4. Confirm that valid login credentials are specified in the appropriate fields and click "Log in" 5. You should now be able to join meetings or invite other users connected to this server to instant meetings. OneScreen Connect progress bar will be visible while it's connecting to the server, if you receive an invalid username/password alert you may be using the wrong server or have enter incorrect credentials. Check with the user you intend to meet with to check which server you should be using. If the connection fails check your internet connection or try adjusting the connection settings found on the main login screen by clicking "settings." For Wi-Fi users try RTSP. If you hover over on OneScreen Connect system tray icon, you should see the name of the server OneScreen Connect is connected to.

18 Contact List Overview The Contact List displays all of your contacts along with their availability status and display name. Contacts can be organized into groups, removed, and added. Some contacts may appear within a Community. Rather than adding and accepting contact requests from every individual in an organization you may be invited to join a Community, by joining a Community you agree to have presence (the ability to see and be seen) with all members. In order to invite users to meetings, see their availability, and instant message with them you must have presence with them (be a contact on their list or in a mutual community). The Contact List looks like this:

19 The symbols to the left of each contact's name represents their current status: 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 it will appear at the top of the OneScreen Connect application. 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 users 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.

20 Contact List Preferences The Contact List displays all of your contacts. You can change your preferences and sort your contacts by Name, ID or Status. Right-click the bar labeled "Contacts" to view the options available

21 Adding a New Contact To have presence with users (invite to meetings and instant message), they must be a contact on your list. This can be done either by sending them a contact request or accepting a request they have sent you. 1. On the Contact List click "+Add Contact..." found by clicking the Contacts tab at the top of the application 2. Enter the address of the user you would like to add as a contact 3. While you wait for the user to accept your request they will be added to your contact list but you will be unable to see their availability or interact with them 4. A request to add you as a contact will appear on their list. They must log into OneScreen Connect to see this request. They will need to click "Accept" for you to see them as a contact.

22 They can right click the request to reject your request. (Their view) 5. If the address provided is not associated with a OneScreen Connect account an will be sent to them asking them to create an account, when they do so you will be added as a contact. They will not be charged or asked for a credit card. This method allows you to invite someone to join OneScreen Connect and be a contact without the extra steps.

23 Deleting a Contact If you delete a contact from your list they will be removed from your list and you from theirs, this means you no longer will have presence and as a result cannot invite them to a meeting or instant message. Note: These steps only apply to contacts you have added or have accept a contact request from, they do not apply to those listed in a Community. To manage Community members, refer to the "Managing Communities" section of the manual. 1. Right click the user's name on your contact list and click "Delete Contact" 2. An alert will appear asking you to confirm that you would like to delete the contact

24 Note: If the removed contact is part of one of your Communities, you would still see them listed in the community and they can invite you to meetings and instant message you. Only Community Managers can remove a member from a Community. Set Availability You can set your status to notify contacts what your current availability is. Many users leave OneScreen Connect running full-time; it is helpful to adjust your availability so contacts can determine if it is appropriate to invite you to a meeting. 1. Click the status button found in the upper left corner of the OneScreen Connect application and a menu of availability options will appear 2. Select the appropriate availability option from the list. When selecting any option other than "Available" the status indicator next to your name will be red and all contacts will see the red indicator. When you change your availability you will continue to receive meeting invitations and instant messages. If you miss any meeting invitations, they will be listed at the top of the application.

25 3. While the color of the indicator is either green (available), red (anything other than available), grey (offline), or blue (in a meeting), the status next to your name will list what your specific status is. 4. In addition to the preset availability options you can create your own by selecting "Custom..." from the availability menu:

26 5. In the Add field enter a custom message then press "Add" to create your custom status. 6. Select the name of a custom status and click "Remove" to delete the status 7. From this menu you can select a status and click "Set" to update your availability. You can also select the custom availability from the main availability menu found in the upper left corner of the application:

27 About Communities A Community is a way for an organization to easily stay connected and allow for communication amongst all members. OneScreen Connect is a presence based application, in order to communicate with a user, you must have either approved the user as a contact or they must have approved you as a contact. With a Community you must approve the invitation to join a Community. Once the Community is accepted all members will have presence with one another and can communicate through OneScreen Connect. This differs from Contacts because instead of adding/accepting individual contacts you accept an entire community of people. Anyone can create a Community but only the Community creator can manage it. Communities are extremely beneficial to a company, class, research group, etc. because all members can be part of it and ensure avenues of communication are easily accessible. Community members can instant message one another with questions or invite a Community member to an instant meeting.

28 Create a Community All OneScreen Connect users have the ability to create and manage a community. Users can be a member of multiple communities and can manage multiple communities. A community can include all employees of a corporation, members of a department, or individuals that are part of a specific team. Communities are an easy way to ensure everyone has presence with one another without the need to add each member individually. Only the creator of a community can manage the community but members can leave the community on their own. If you would like to transfer ownership of the community, please contact support@claryicon.com. 1. Click Contacts Add Community or "+Add Community..." 2. A window to name the Community will appear

29 3. Once you provide a name and click "OK" the community will appear on your contact list in the Communities section Note: You can also create and manage communities via the OneScreen Account Portal on the website. The portal can be access under Help Account Settings or by visiting and clicking My Communities on the left side. Learn more about managing communities through the portal in the section Manage Communities via Account Portal.

30 Rename or Delete a Community The following options are only available to Community Managers. Only the user who created the Community can edit it, the options will not be available to any other member. Community ownership can be transferred at the request of the owner by contacting support@claryicon.com. If you would like to change the name of a Community right click the name of the Community you would like to change and select "Rename Community." The name will be updated for all members the next time they log in. If they are currently online, it will not rest until the next time they logout and back in. If you would like to delete a Community right click the name of the Community you would like to delete and select "Delete Community." Once you delete the Community it will no longer be listed on the contact list of any members, those who have not added one another as contacts in addition to being community members will no longer have presence with one another and cannot communicate.

31 Add/Remove Users from a Community Invite a User to Join a Community If you would like to invite a OneScreen Connect user to a Community note that anyone else in the Community will see them as a member and as a result can invite them to a meeting and instant message them. Only the creator of a Community can invite someone to join the Community. 1. To invite a user to a Community, right-click the name of the Community you would like to invite someone to join 2. Select "Invite a User" 3. A window will appear asking you to enter the user's address. The address must be associated with a OneScreen Connect account.

32 4. The invited user will receive an invitation to join the Community, this is similar to a contact request 5. The user must click "Accept" to be part of the Community. Once they accept the invitation the Community will be listed in the Communities section of the Contact List. Remove a Community Member If you would no longer someone to have presence with Community members, you can remove the user from the Community. Removing a user will remove them from the Community and remove the Community from their list. Members will no longer have the ability to invite the user to a meeting or instant message them unless they add them as a contact. Only the creator of a Community can remove someone from the Community but anyone can leave a Community by following Right-click the name of the user within the Community that you would like to remove.

33 Leave a Community Community members can remove themselves from a Community at any time if they wish to no longer have presence with other members. By leaving the Community, the user will no longer see other members on their contact list and cannot invite them to a meeting or instant message. Members can only leave a Community; they cannot remove any other member unless they created the Community. To leave a Community: 1. Right-click the name of the Community you would like to leave and select "Leave Community" 2. A window will appear asking if you are sure you want to leave the Community, click "Yes" if you would like to leave the Community. 3. The Community will no longer be listed on your contact list and you will not be seen by Community members unless you have added them as a contact

34 Manage a Community via the Account Manager In addition to managing your Community through the OneScreen Connect application, you can also manage Communities through the Account Manager. Those who need to invite several users to a Community may wish to use the Account Manager which has the option to upload a.csv file rather than individually adding users. The Account Portal can be accessed under the Help tab and select "Account Settings" which will direct you to 1. Once in the Account Manager click "My Communities" on the left side of the page 2. Any Community that you have created will be listed 3. You can create, delete, rename Communities as well as invite users to join

35 Create and Rename a Community 1. To create a new Community, enter the name you would like assign to the Community in the blank text field. This name will be displayed to all members. After entering the name click Create New Community 2. The Community will then be listed as an active Community with options to edit it. 3. You can rename the Community by selecting the Rename button and entering a new Community name. This change will also appear on the Community Members list.

36 Editing Community Members To add and remove Community members, as well as see the Member s Community status, click Edit Members. Adding Community Members 1. To add a user to the Community, enter the address of a OneScreen Connect user in the Invite a User field. The address must be associated with an active OneScreen Connect Account. 2. After entering the user s address, click Ok After doing so, an invitation will be sent to the user asking them to join the Community. This invitation will appear in their OneScreen Connect application. The user must click Accept in order to be a member of the Community. Until they do so they will not be listed in the Community. In the Community Manager their status will be listed as Invited. Users who have not accepted an invitation are set as this status; if they accept they are listed as Member. Once they accept the invitation, the Community will appear on their presence list and they will see the Community and all Community members. Communities are listed above contacts. If an invited user rejects the meeting invitation, their status is listed as Rejected.

37 If the user did this in error and would like to receive the invitation again, you have the option of re-inviting the user by clicking the Re-invite button next to the user s status. Users who reject the Community will not see the Community listed on their presence list. Additionally, Community members will not see the user in the Community.

38 Importing Users from File Users can also be invited to join a Community using Import Users from File located to the right of Add User. This option is ideal for adding several users at the same time or to add users who have not created a OneScreen Connect account. 1. To use the Import User feature, click the button and the following window will appear. 2. Select the.csv or.txt file you would like to import by clicking the Choose File button. Note: in the.csv file it is best to only list the address associated with the OneScreen Connect user. The Import feature pulls all information from the.csv file and as a result all text will appear.

39 3. Once selected the following window will appear: If the individual is not a registered OneScreen Connect user a form will appear asking if you would like to invite them to join OneScreen Connect. Complete this form and an will be sent to them asking them to create and account and install OneScreen Connect. Once they do so they will see the Community invitation on their application.

40 4. Mark the users you would like to invite to the Community and click Import. All selected users will receive an invitation to join the Community and will be included in the Community Manager. Deleting Community Members To delete a user from the Community, press the Delete button that is in line with the preferred user s name. A window will appear asking if you want to continue with this action.

41 Deleting a user from a Community means they no longer will be listed in the Community and will not have presence with Community members. Unless they have added members to their contact list they will be unable to invite members to a meeting or send them instant messages and vice versa.

42 Create a Group To easily organize your Contact List and quickly invite a group of people to a meeting, you can create a group. Creating a group has no effect on the users added to it. They will not be notified that they have been added to a group, who is in the group, etc. 1. On the OneScreen Connect application, right click on the Contact List where it says Contacts 2. A dropdown menu will appear 3. Select Add Group 4. A prompt will appear asking you to provide a name for the new group. 5. Enter the name you would like to apply to the group and click OK 6. The group will now appear on you Contact List

43 Delete a Group No longer need a Group? Removing the Group will not delete your contacts. They will continue to be listed on your Contact List but will not be organized in a Group. This will have no effect on them and they will not be notified. 1. Right-click the name of the Group you would like to remove 2. Select "Delete [name of group]" 3. A window asking you to confirm the removal will appear. Click "Yes" to continue with the removal

44 Rename a Group To change the name of a Group: 1. Right-click the name of the Group and select "Rename [name of group" 2. A window will appear with a field to enter a new name 3. Provide a new name and click "OK" 4. The name of the Group on your contact list will be updated

45 Add and Remove Contacts from a Group Contacts who are added to a group will not be notified and will not see one another. Groups are a way to organize your contact list and do not have any effect on others. Add Contacts to a Group 1. Add contacts to your group by either dragging the contact and dropping them into the group, or, rightclick the user you would like to add and drop down menu will appear.

46 2. Click Add to Group and the list of groups on your contact list will appear 3. Choose which group you would like to add the user to and the user will appear in the group Remove Contacts from a Group If you no longer wish to have a Contact listed in a Group, you can remove them. This will not remove them from your Contact List and you will continue to have presence with them but they will not be organized in the Group. 1. Right-click the name of the user you would like to remove from the Group 2. Select "Remove from Group" and a list of your Groups will appear 3. Select the appropriate Group and the user will no longer be included in the Group

47 Invite a Group to a Meeting Groups are an easy way to organize contacts it also makes it easier to invite a group of users to an instant meeting. If you have organized your contacts into a group, you can easily invite all group members to an instant meeting with only a couple clicks. Those organized into a Group on your list are not aware that you have done so. If you would like to invite Group members to an instant meeting you can do so by: 1. Right-click the name of the Group you would like to invite to an instant meeting 2. Select "Invite Group to Meeting" 3. An invitation to join a meeting will be sent to all members. They must be online in order to see the invitation. Since this is an instant meeting it will be sent instantly. If you would like to schedule a meeting for a future time refer to the "Scheduling Meetings" section of this manual.

48 About Meetings There are three main types of OneScreen Connect meetings, all meetings have the same tools available but only Scheduled meetings and Rooms can be customized: Instant Meetings: These meetings are similar to a phone call. Like a phone call, instant phone calls are not necessarily planned. Instant Meetings are like an Instant Message but with audio and video. Scheduled Meetings: Using the Meeting Scheduler, meetings can be created for a future date. These meetings can be customized to limit specific tools and features available to participants. Attendees can be invited through the application, , or simply by providing the meeting code. Scheduled Meetings are ideal for inviting a large group to a meeting when you know in advance the meeting will take place. Rooms: Permanent Meeting Rooms are tied to Communities. All Community members can access a Room at any time. Rooms do not have a set start or end time and always have the same settings. This is ideal for large groups that meet frequently such as a class. Rooms can be customized to limit the availability of specific tools and features.

49 Instant Meetings Instant Meetings are beneficial when you want to quickly meet with another party to clarify information, discuss a project, share data, etc. Think of Instant Meetings as a phone call but with the ability to share information and see body language of the other party.

50 Invite Someone to an Instant Meeting To initiate an instant meeting, highlight the contact, group, or community you would like to invite to a meeting and click the Invite button on the bottom right of the application.

51 Or, right click the users name and select Invite to Meeting. The invited contact will receive a meeting invitation. They must accept the invitation in order to join the meeting. If they are currently in a meeting when they receive this dialog, they can select Invite to this meeting and the invitation sender will be brought into the existing meeting or they can reject the request. Once the meeting has started, all meeting participants can invite others to the meeting by either right clicking the name of the contact on their Contact List and choosing Invite to Meeting or providing them with the meeting code which is at the top right side of the meeting.

52 Accept or Reject an Instant Invite To receive an invitation to an Instant Meeting you must be logged into OneScreen Connect. When you receive the invitation a notification will appear asking if you would like to join the meeting. The invite will time out after 15 seconds if no response is given. Accepting an Invitation When you receive an invitation to an Instant Meeting, a prompt will appear: Click "Accept" to join the meeting

53 Rejecting an Invitation If you do not want to join the meeting you can either let it time out or send a response declining the invite. 1. On the meeting invitation select the drop-down menu to the left of "Reply" and select the message you would like to send. You can also simply click "Reply" and your default message will be sent. 2. Set your default reply and create other responses under Tools Options Messaging 3. The user that invited you will receive the message

54 Missed Invitation If you were invited to a meeting but missed the invitation you will have a notice at the top of your application alerting you to the missed invitation Click "View Invitation" to see a time-stamp and invite the user to a meeting

55 Joining Meetings Attendees can join a meeting multiple ways; another attendee can invite a user, by entering a meeting code, or through the meeting scheduler. All meetings have a unique numerical code. Meetings that have been scheduled to repeat or are Permanent Meeting Rooms always have the same code.

56 Join a Meeting by Code Attendees can join a meeting multiple ways; another attendee can invite a user, by entering a meeting code, or through the meeting scheduler. All meetings have a unique numerical code. Meetings that have been scheduled to repeat or are Permanent Meeting Rooms always have the same code. Follow these steps to join a meeting using the code provided to you: Meeting Codes can be found in the upper-right side of a meeting. These codes are always numerical and are meeting specific 1. Select the Meetings tab on the left panel ( )or from the top navigation bar 2. Click "Join Meeting..." 3. Select "Join Meeting by ID..." 4. A window to enter the code will appear, enter the code and click "Join"

57 Joining a Meeting via If you have received an with information for a scheduled meeting the meeting code and instructions will be included in the . Join via Link If you were invited to a OneScreen Connecting you may have been provided with a link to join the meeting. This link will direct you to a site with instructions on how to join. Select the option that applies to you.

58 I have a OneScreen Connect Account 1. If you have a OneScreen Connect Account, click the first option 2. You will be asked how you would like to join Join using Desktop Client: Select this option if you have previously installed the OneScreen Connect application. Selecting this option will open the installed software and automatically launch the meeting. Join using the Web Client: If you do not have the software installed and do not wish to install it, select this option which will direct you to the OneScreen Web client. You must have a subscription level that provides this feature. The web client also does not have some tools and features that are included in the installed version. Download the Desktop Client: If you have not installed the OneScreen Connect application and would like to, select this option which will download the software onto your system. This is ideal for those who do not have access to the OneScreen Web client or need to utilize all tools and features. You will be asked to enter your OneScreen Connect credentials, after entering them you will be added to the meeting I Need a OneScreen Connect Account 1. If you do not have a OneScreen Connect account click the second option

59 3. You will be asked to create an account, after completing the form a confirmation will be sent to you (Note: you will not be asked for a method of payment, your account will be free for 30 days and after the trial period will be moved from a full subscription to a Free subscription level) 4. The will ask you to click a link to activate your account and you will be redirected to the original page 5. After being redirected to the original page the Join Meeting options will appear, choose "Join using the Web Client" Join as a Guest This last option will only appear if the meeting creator has a subscription that offers this feature. If it is available and you do not have an account, choose this option. 1. Click the last option 2. A prompt will appear, click "Join using the Web Client as a Guest" 3. You will be asked to provide a name, all attendees will see this name 4. After entering a name, you will be added to the meeting Note: Attendees joining in Guest Mode will have limited capabilities. If you plan to use the Recorder or Dialer you will need to create an account.

60 Joining Last Meeting If you are having issues with your meeting or your call drops, use this option to reset the session or if you have left the meeting and would like to return (note: if the meeting duration has been reached you will be unable to enter). On the menu, click "Meeting Join Last Meeting" in the main OneScreen Connect window and you will attend your last meeting. This step can be done while currently in a meeting as a way of resetting the meeting. When you use the feature while in a meeting it will remove you from the meeting and automatically rejoin you.

61 Joining New Meeting The Join New Meeting option allows you to create a new meeting without another participant. You will use this option to join conferences with H.323/SIP systems. On the top navigation bar click Meeting Join New meeting or from the left navigation panel click the Meetings icon ( ) Join Meeting Join New Meeting A new meeting will begin without any participants. You can invite contacts to the meeting by clicking the contact name on your contact list and clicking "Invite" in the lower right corner or by providing the meeting code which can be found in the upper right side of the application. To join a conference with H.323 or SIP systems. See section Place an H.323 call or Place a SIP call.

62 Joining via Scheduler If you have created a scheduled meeting or if you were invited to a scheduled meeting through the OneScreen Connect application these steps will instruct you on how to join the meeting. Scheduled meetings can only be access during the specified time, if you attempt to join the meeting more than 15 minutes prior to start or after the meeting duration (typically one hour) the meeting will not be available. If you have been invited to the meeting through the application the Meetings tab will flash yellow (refer to the Scheduling Meetings section of the manual for more information regarding invitations). All scheduled meetings that you have been invited to or created will be listed in the Meetings tab

63 When it's time to join the meeting A prompt may appear alerting you that the meeting will begin shortly (the default is 1 minute prior but this can be changed under Tools Options Meeting Notify me [ ] minute(s)...) Note: You must be logged into OneScreen Connect to receive the notification 2. If you are ready to join, click "Join" otherwise you can dismiss the notification and manually join 3. If you do not join via prompt you can join by clicking the Meetings Tab ( ) on the left navigation bar 4. Under "Add Meeting..." right-click the name of the meeting you would like to join. 5. Select "Join" from the drop-down menu and you will be entered into the meeting.

64 Joining via WebRTC About WebRTC WebRTC is available to all OneScreen Connect users with the exception of those using the Free subscription. It is ideal for individuals who cannot, or do not want to, install the OneScreen Connect application. It is only available for use on Chrome and Firefox. Join via Link If you were invited to a OneScreen Connecting you may have been provided with a link to join the meeting via web. This link will direct you to a site with instructions on how to join. Select the option that applies to you. If you were not given a link but were given a meeting code or invited through the application, you can follow the steps provided in the next section. I have a OneScreen Connect Account 1. If you have a OneScreen Connect Account, click the first option. 2. You will be asked how you would like to join, click "Join using the Web Client" for WebRTC.

65 3. You will be asked to enter your OneScreen Connect credentials, after entering them you will be added to the meeting I Need a OneScreen Connect Account 1. If you do not have a OneScreen Connect account click the second option 3. You will be asked to create an account, after completing the form a confirmation will be sent to you (Note: you will not be asked for a method of payment, your account will be free for 30 days and after the trial period will be moved from a full subscription to a Free subscription level) 4. The will ask you to click a link to activate your account and you will be redirected to the original page 5. After being redirected to the original page the Join Meeting options will appear, choose "Join using the Web Client" Join as a Guest This last option will only appear if the meeting creator has a subscription that offers this feature. If it is available and you do not have an account, choose this option. 1. Click the last option 2. A prompt will appear, click "Join using the Web Client as a Guest" 3. You will be asked to provide a name, all attendees will see this name 4. After entering a name, you will be added to the meeting Note: Attendees joining in Guest Mode will have limited capabilities. If you plan to use the Recorder or Dialer you will need to create an account.

66 Meeting Mode Options When joining a meeting you have the option of setting which mode you would like to use. Most users do not change the default mode but you may find yourself in need of setting a mode for a specific meeting type. To change your meeting type: 1. On the left navigation panel select the Meetings icon ( ) 2. On the bottom of the application will be a drop-down menu labeled "Join Mode" 3. Click the Join Mode menu and select the appropriate option

67 4. Click "Join Meeting..." and create a new meeting (Join New Meeting), join a meeting you have a code for (Join Meeting by ID...), if you left a meeting and would like to join again using the Join Mode you have selected select "Join Last meeting." 5. Click "Join" next to Join Mode Conference (default): All video, audio, and data is sent and received. Most users will join in Conference mode. Selective: Your video is sent to other sites, but you only receive what video streams you select from OneScreen Connect. Audio is sent and received on startup. Viewer: 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 right-clicking on the manually transmit audio by clicking the microphone icon, and transmit video by right-clicking on the camera icon. Voice Meet: Audio and data collaboration are supported in this mode; video is not supported Web Meet: Audio and video are disabled and not transmitting. All video, audio and data is received.

68 Joining a Room Meeting Rooms are linked to Communities, if you are part of a Community with a designated Permanent Virtual Meeting Room you can join by: 1. Click the Meeting tab 2. Select the Rooms drop-down menu 3. Click the name of the Room you would like to join 4. Click "Join" in the lower right corner Note: Rooms can be accessed by anyone in the Community at any time, if you are joining a room be aware that it may already be in use. Users who are not a community member can join by entering the meeting code by: 1. Select the Meeting Tab 2. Click Join Meeting 3. Select "Join Meeting by ID..." 4. A window will appear, enter the ID code in the window Note: The ability for non-members to join can be disabled

69 Scheduling Meetings A scheduled OneScreen Connecting is ideal for preplanned meetings with multiple participants or for meetings that repeat. The meeting scheduler makes it easy for everyone to join on time or when they are ready. An with the meeting invitation is sent to all desired participants. When you schedule a meeting you can also limit features available to non-moderators. Attendees can join via OneScreen Connect, Skype for business, phone, or H.323/SIP.

70 Scheduling a New Meeting 1. To schedule a meeting click the Meetings tab 2. Click +Add Meeting The Meeting Scheduler will appear 4. From here you can set the meeting parameters, such as time, date, duration, and if and when it repeats as well as invite contacts to the meeting through the OneScreen Connect application When a meeting is set to repeat, the meeting settings are applied every time the meeting repeats and the meeting code remains the same OneScreen meetings are one hour but if there is activity in the meeting (someone in the meeting) it will automatically continue. If there is no activity after the hour, or any set duration, the meeting cannot be accessed. If you think the meeting will go past one hour or you think you may start the meeting later than expected (later than the set duration), you may wish to adjust the duration setting to your needs. If you change the duration and go longer than anticipated the meeting will automatically extend as long as there is activity. Continue for more information about the Options and Video Layout tabs as well as how to invite attendees.

71 Scheduler Meeting Options For an overview of all the options please refer to the Meeting Scheduler Quick Reference found on the OneScreen Support page as well as on the OneScreen Connect application under Help Quick Reference Scheduler... Select the Options tab to set meeting participant limitations. These limitations are applied to anyone who has not been marked as a moderator on the Details tab. Unchecking any of the items will disable the feature for non-moderators (the meeting creator is automatically a moderator)

72 Allow Audio/Video Send: Disables audio and/or video for all non-moderators. These features cannot be enabled at any point during the meeting. Audio/Video Send Startup: Disables audio and/or video for all non-moderators but can be manually turned on at any point. Ideal for limiting distractions and network usage while still allowing attendees to participate if need be. Welcome Message: Adding a Welcome Message will create a pop-up to greet participants when they join a meeting. This message can include directions, information about the meeting, or a greeting.

73 Note: Selecting Include Username and Include Meeting ID are optional and are used on third party sites that can record this information [Strict] Presenter Settings: Selecting Presenter Settings and Strict Presenter Settings automatically deselects capabilities. Strict Presenter Settings deselects most items. Use these settings to limit disruptions or distractions during meetings as well as limit network usage.

74 Scheduled Meeting Layout While creating a scheduled meeting, you can set how videos will be laid out on the displays of all participants. Layouts may be helpful when hosting larger meetings so smaller screens can better accommodate multiple video windows. It also has the benefit of having the ability to set the order of videos. Set presenters and data as main video windows and all other videos set smaller so the focus is on the presentation. Once in the meeting the attendees can alter the layout and modify the video windows size but this will only change on their display. To set how videos are laid out on the displays of all participants click the Video Layout tab Choose how the videos layout across the display by selecting a mode from the Layout Mode dropdown menu. Click through the layout options to see examples. The numbers on the tiles refer to the numbers applied to the video windows. Set the order of the video windows while in a meeting by clicking the window you would like to set and pressing the number on your keyboard that you would like applied to the window.

75 Example: If using the Dual Big Layout mode and you are the presenter and will be sharing your desktop, click your video window and press "1" on your keyboard, next click the window of the desktop you are sharing (to see what you are sharing click "View" when transmitting your desktop or application. Refer to the "Sharing your Desktop" section of this manual) and press "2" on your keyboard. Your video and your desktop will now be the two larger video windows with all other windows tiled across the bottom of the display, don't worry about applying a number to these windows unless you prefer a set order. All of the windows are organized by the numbers applied to them and will remain the same order unless a different number is assigned. If "Voice Activated" is checked this means that the windows will updated whenever someone begins speaking. This can only be used when Presentation Mode is selected. The location that is speaking will become the primary (video 1) window. The size of the video windows can be set using the Tiled Video Size dropdown menu

76 Inviting Attendees to a Scheduled Meeting Attendees can be invited to a scheduled meeting via the Scheduler, if invited through the Scheduler the user will see a notification when they launch the application. Another option is to the scheduled meeting information. The will include a link to launch the meeting, attendees will have the option to join using the OneScreen Connect client or WebRTC, a web based client. Unless you have subscribed to a subscription level offering Guest Mode, all attendees will need to have a OneScreen Connect account. To learn more about Guest Mode please read the section of this manual titled "Guest Mode."

77 Inviting through the Client Attendees can be invited to a scheduled meeting through the Scheduler. Only the meeting creator can do this. This option is ideal for users who frequently use OneScreen Connect or know to expect the invitation since they will need to be online to see the invite. A benefit of using this option is that it is simple for attendees to join a meeting. To invite using this method they must be a contact on your list or part of a community you are a member of. 1. While creating a meeting click the Details Tab. 2. Check the box in-line with their name under the Invite column, invite as many contacts as you would like. 3. Click Save. Set users as a moderator by checking their name in-line with the Moderator column. Moderators are exempt from any limitations set in the Options tab Using the "Search Contacts" field, enter the name of a community you are a member of to see all community members All scheduled meetings that you have been invited to or created will be listed in the Meetings tab

78

79 Inviting Through If the person you would like to invite is not a contact on your list, uses WebRTC, or you would prefer to notify them by , you can the meeting information to them. Some users use both invitation options. 1. Once you have created a scheduled meeting right click the meeting. 2. Click " ". 3. A window will appear with meeting information. Refer to "Joining a Meeting via " in this manual to learn more about the link included in the invite URL Type: The URL Type menu allows you to choose what type of meeting users will be invited to. Changing the URL type will change the URL included in the . The options are Meeting and Webcast. The Meeting option is what most users will use and is a typical meeting whereas Webcast is a meeting that attendees will join only using Web browser and can only attend, they will only have the ability to see and hear the presenter and will not have access to any other tools or features including sending their own audio and video. This is used when casting to a large audience and there is no need for participation. The presenter will use the OneScreen Connect client and will not use the link to join. Copy to Clipboard: Clicking this button will copy the information so you can paste it in the application or service that is most suitable for you. Open in Client: Clicking this button will launch your default application (ex: Outlook) and will open a new with the information in the body. Like any other you will add the addresses of the individuals you would like to invite. This text can be modified to include additional information or instructions.

80 Moderator When scheduling a meeting you can indicate who you would like to be exempt from any restrictions you have set under the Options tab. There is no limit to the number of Moderators you can select. The meeting creator is automatically a Moderator. To set someone as a Moderator they must be a contact on your list or part of a community you are in. Marking someone as a Moderator automatically checks the "Invite" box near their name so there is no need to do both. To make someone a Moderator of a Scheduled meeting, check the box in-line with their name in the Moderator column found on the Details tab of the Scheduler.

81 Adding Files Use the File Sharing tool to transfer files to meeting attendees. When a file is uploaded to the File Sharing tool it is available to all meeting attendees to download. Up to 40MB of any file type can be transferred in a single transfer. While in a meeting Click the Meeting Content icon ( ) 2. The File Sharing option can be found on the bottom of the screen 3. Click File Transfer icon ( ) 4. Choose the file you would like to share and double click it Or 5. Drag the file you would like to share over the OneScreen Connect application

82 6. Drop into the area marked Drop files here to upload. 7. The file will begin uploading, the larger the file the longer it will take. 8. Once the upload is complete it will appear in the Meeting Content section 9. Users click the file name to download to their system. 9. All meeting attendees will have the ability to open the file and download it by clicking the file name from the shared files list. 10. If you no longer wish to make the file available, click next to the file and the file will be crossed out and no longer accessible.

83 Group Chat The Content tab can be used as a group chat, to ask questions, record notes, etc. Anything entered in the Content tool can be seen by all attendees. While in a meeting Click the Meeting Content icon ( ) 2. Enter text in the text field at the bottom of the application and it will appear in the Meeting Content screen for all attendees to view All pix and file transfers will appear in the dialog box as well. During the meeting these items can be clicked at any time to view again.

84 The Meeting Content tool can pop-out into a separate window by clicking the pop-out icon ( ) Meeting content can be saved by clicking the save button ( ) the content will only be saved as text. Any file transfers or pix shared during the meeting will be listed but cannot be seen since it is a text only file. The file will save to your computer and can be shared via or a file sharing service.

85 Sharing URLs Sharing URLs in the Content section is beneficial because it does not require attendees to find the site you are discussing, open their browser, and enter the URL. Instead the OneScreen Connect application does everything for them. While in a meeting Click the Meeting Content icon ( ) 2. In the text field at the bottom of the application enter the URL you would like to share 3. Press send 4. When it is sent all attendees will receive a prompt asking if they will like to open the URL, if they click yes the URL will open in their default browser

86 Share Desktop or Application Any user can share their desktop or an application at any point during the meeting unless the meeting is scheduled and restrictions have been added. Any application that can be connected to a computer can be transmitted, this includes Smart Boards, microscopes, data, medical machines, etc. Desktop Sharing During a meeting: 1. Click the Sharing icon 2. If you have multiple displays they will be listed and you can choose which display to share. All open applications will also appear. You can share multiple displays and applications simultaneously. The number of displays or applications shared is limited by your subscription level. 3. Check the box in the column marked "Share" (first box on the left) in-line with the desktop you would like to share. 4. A live video transmission of your desktop will be sent to all participants, anything you do on your desktop will be seen by all attendees. 5. To stop sharing uncheck the box next to the display you have selected. When receiving the desktop share, viewers can right click the center of the video and select "Fit to Window" to eliminate the need to scroll and can also resize the video by dragging the corners If someone closes the desktop share they are receiving it can be brought back by clicking the red camera next to your name and selecting the desktop share.

87 Application Sharing 1. Click the Sharing icon 2. All open applications will be listed. The application window must be open, not minimized or running in the Systems Tray. 3. Check the box in the column marked "Share" (first box on the left) in-line with the application you would like to share. 4. A live video transmission of the application will be sent to all participants, anything you do on within the application will be seen by all attendees. 5. Minimizing the application, you are sharing will stop transmission. Note: Follow these steps for all applications with the exception of PowerPoint when running on Windows. To learn more about sharing a PowerPoint Presentation refer to "Sharing PowerPoint" in this manual. Mac users will share PowerPoint the same as any other application. This is for PowerPoint on Windows only, any other presentation application will be shared using the steps above. When receiving the application share, viewers can right click the center of the video and select "Fit to Window" to eliminate the need to scroll and can also resize the video by dragging the corners. If someone closes the application share they are receiving it can be brought back by clicking the red camera next to your name and selecting the application.

88 View You can check View to see what you are sending but be sure to keep the window that appears when checking this on a different display than the one you are showing or keep it very small and out of the way. Viewing a transmitted display or application causes the video to duplicate multiple times because you are transmitting everything on your desktop. Here is an example of what it would look like to transmit your desktop and view the video window at the same time in the same display: You may need to use the view option when setting the video as primary for layout purposes or sending to an H.323/SIP site.

89 Capture Quality OneScreen Connect supports four levels of quality in its desktop capture. Codecs are rated in frames per second (fps). All of our codecs are Variable Bit Rate; they will use more or less bandwidth based on the amount of change in the image being transmitted. Low (1 fps) This option is best for communicating with sites that have very low bandwidth such as home connections and satellite offices. There will be some loss in image quality and a longer delay. Medium (2fps) This offers improved quality but their small increase in bandwidth consumption. This is best for most presentations as the delay is slight but still accommodates mid-sized meetings. High (10fps) This frame rate offers a quicker updates and results in the more bandwidth consumption. Use this if information updates rapidly and the audience needs to see the information changes as they occur without noticeable delay. Best quality up to 30 fps. Can be used for displaying video at full frame rate, can be very processor and bandwidth intensive and is not ideal for large meetings. Set the Capture Quality for the meeting in progress by click the drop-down menu found at the bottom of the OneScreen Connect application after clicking the Sharing icon

90 This will adjust the quality for this meeting, to set the quality for future meetings: 1. Under Tools select Options 2. Click the tab "Video" 3. Select the "Default Capture Quality" menu. 4. Choose the setting you prefer. 5. Click save.

91 Pix: Desktop/Application Snapshot Pix are single still images of an application or display. These images do not update but you can send multiple pix as your display or application changes. Pix are helpful when you want to send a snapshot of your desktop, send a picture, or want to transmit data with someone who has weak internet connection. To send Pix: 1. Click the Sharing icon 2. Click the camera icon that is associated with the desktop or application you wish to share. 3. A snapshot of the selected item will be sent to each user in the meeting. 4. The received snapshot can be closed by clicking in the upper right corner. 5. If someone would like to view the snapshot after closing it, they can find it in the Content Tab

92 6. Click "Shared Pix" to open the Pix again. Note: If they have exited the meeting after the Pix has been sent they will not see the Pix listed.

93 Sharing a PowerPoint Presentation Note: These instructions are for Windows users sharing a PowerPoint presentation. All other OS users will follow the steps found in "Desktop/Application Share" as will anyone (Windows users included) using a presentation application that is not PowerPoint. This is because PowerPoint has an API tied in for Windows only. When using PowerPoint on Windows the slideshow will automatically transmit when you enter Slideshow mode in PowerPoint. This feature is only available for Windows and is a default OneScreen Connect setting. As a result, there is no need to use the OneScreen Connect Sharing tool to share presentations. If you would like to change the default settings to manually transmit PowerPoint Presentations using the Sharing feature, follow these steps: 1. Under Tools Options select the "Meeting" tab. 2. Uncheck "Share PowerPoint presentation automatically". 3. Click save. 4. This setting will be applied to all future meetings.

94 Place an H.323 or SIP Call The OneScreen Connect Dialer allows telephone participants (PSTN) and traditional IP (H.323/SIP) video conferencing systems to participate in your meetings. 1. Join a OneScreen Connecting and click the Dialer tab found on the left side of the OneScreen Connect application ( ) 2. Enter the host name or IP address in the blank field in the application. 3. Click Call and you will be connected to the desired location. 4. You will receive their audio and video, they will receive all of your audio and one video stream.

95 OneScreen Connecting does not limit the number of videos the H.323 or SIP site can send or receive, their system sets the limitations To switch image being sent to h.323 endpoint select the new video and hit number 1 on the keyboard The transmitted window will have #1 in the upper left corner. If the site can receive more videos, continue numbering the videos To send desktop or application share to a h.323 or SIP site, check "View" under the Sharing tab next to the item you are sharing. Make sure the View window is small and out of the way so the image is not repeated. Click the windows and press the number 1 on your keyboard. The site will now receive only the data share. o All audio and video from this location will be recorded if the meeting is recorded o Received video and audio will be the same as a standard OneScreen Connect participant o Since the SIP/H.323 site is not using OneScreen Connect they will not have access to OneScreen Connect tools 4. To remove the location from the meeting, click the x in-line with the endpoint on the Call List 5. Right click the endpoint under the attendee list to save the endpoint to your call list. Gatekeeper If the site, you are connecting to has Gatekeeper settings in place you can enter the information at the bottom of the Dialer section. Not all sites will use a Gatekeeper, the user should let you know if it's required.

96 Sharing H.239 Content If your endpoint device supports H.239. Your endpoint should be able to view two streams at once: a video and a presentation stream. Using OneScreen Connect Dialer will allow you to send that presentation stream (this is usually your desktop). Learn in this section how to share H.239 content. 1. Join a meeting and share your desktop. See section 'Sharing your Desktop'. 2. View your desktop video window by checking the 'View' check box. 2. Then, follow the steps described in our previous topic 'Place an H.323 call' to meet with your H.323 device. 3. After placing the call, press key number 2 to your desktop video window (made available in step 2). The title bar of the video window will display (2). See the example below: This will start sharing your presentation stream to your endpoint. 4. To stop sharing H.239 content during the meeting: - As a transition, select back your desktop video window and press key number 1. This will turn off H.239 sharing. - Set another video window as primary and press key number 1.

97 Dial a Phone (PTSN) 1. Join a OneScreen meeting and click the Dialer Tab ( ) found on the left side of the OneScreen Connect. 2. Enter the phone number including area and country code (1 for US) in the blank field either by typing it on a keyboard. 2. Click Call when the number is entered 3. The recipient s audio will be added to the meeting. This audio will also be recorded if the meeting is recorded. 4. To hang-up, highlight the endpoint and click the x 5. Right click the endpoint under the attendee list to save the endpoint to your speed dial list.

98 Place a SIP Call If someone would like to join a meeting by H.323/SIP or phone, follow these instructions. These instructions are for the non-onescreen Connect user to call into the meeting. Follow the previous sections to learn how to dial out to a non-onescreen Connect user. H.323/SIP Call into a Meeting 1. Join an Instant meeting (Meeting New Meeting) Join or create a Scheduled Meeting 2. Provide the H.323/SIP participant the meeting code and UCS IP or Domain Name, this can be found under the Dialer. Note: The Meeting ID is unique to the meeting and will change with each new meeting. OneScreen Connecting is made up of a number of servers around the world that are linked to create one system. The H.323 endpoint should connect to the server, network wise, closest to their location regardless of the OneScreen Connecting user s location. OneScreen Connecting will route the traffic over the most efficient paths. 1. The H.323 Participant dials the UCS IP or Domain name 2. The H.323 Participant will enter the meeting code when auto-attendant answers 3. To switch the image sent to h.323 participant select the new video and hit number 1 on the keyboard The transmitted window will have #1 in the upper left corner

99 Note: OneScreen Connecting does not limit the number of videos the H.323 or SIP site can send or receive, their system sets the limitations. Phone Dial-In 1. Join an Instant meeting (Meeting New Meeting) Join or create a Scheduled Meeting 2. Provide the caller with the phone number, this can be found under the Dialer 3. Provide the meeting code, the phone number will always remain the same but the meeting code will change unless it is a recurring meeting.

100 Save Endpoints to the Dialer directory (Speed Dial) Phone numbers and h.323/sip sites can be saved to speed dial to make it easier to connect. speed dial contacts will be listed on the contacts list under the Speed Dial tab, click the contact to instantly invite to a new meeting or join a meeting in progress. Option One (During a Meeting) During a meeting you can add a SIP/H.323/Phone participant to your speed dial 1. Right click the endpoint under the attendee list to save the endpoint to your speed dial list. 2. Select Add to Speed Dial List 3. The saved address can be found on your contacts list under the Speed Dial tab (this only appears when you have at least one site saved as a speed dial). 4. You can instantly invite the contact to a meeting by clicking the name and either right clicking and selecting call or clicking the phone icon that appears when you hover over the contact name.

101 Option Two (Options Panel) 1. Endpoints can also be saved by going to Tools Options Dialer 2. Click Add 3. A blank field will appear. Enter the H.323 or SIP endpoint or phone number you would like saved here. 4. Click Save 5. Remove an endpoint by highlighting the endpoint and selecting Remove 6. Click Save and the endpoint will no longer appear on your drop-down menu. The saved address can be found on your contacts list under the Speed Dial tab. You can instantly invite the contact to a meeting by clicking the name and either right clicking and selecting call or clicking the phone icon that appears when you hover over the contact name.

102 Option Three (Via Contacts Tab) 1. Under Contacts select Add Speed Dial 2. Window will appear, enter the H.323 or SIP address or a phone number and give it a name if you choose. 3. From the drop down menu select if it is a PTSN (phone), H.323, or SIP 4. Click Save. The saved address can be found on your contacts list under the Speed Dial tab. You can instantly invite the contact to a meeting by clicking the name and either right clicking and selecting call or clicking the phone icon that appears when you hover over the contact name.

103 About Recordings The Recorder tool is used to record meetings. Recorded meetings can be saved locally or to the server. Server saved recordings record all video and audio that is shared during a meeting but can only be played and shared through the OneScreen Connect application. Server saved recordings record everything that is shared on the display of your choice and is saved to your system as a.webm,.avi,.mp4, or.mpg and can be uploaded anywhere and shared with anyone using a file sharing system. The Recorder can be access whether in a meeting or not, when not in a meeting only playback, sharing, and editing will be available. To start a recording, you must be in a meeting. My Cloud Recordings are recordings made by you saved on the server Shared Recordings are server saved recordings made by someone else shared with you Public Recordings are recordings made by the owner of the server shared with everyone Local Recordings are recordings made by you and saved locally to your system

104 Cloud Recordings Recordings that are saved to the Cloud or stored on the server and are tied to your account rather than your system. Since the recording is attached to your account you can access it from any device as long as you log into your account using a OneScreen Connect application. Cloud recordings can be shared with your OneScreen Connect contacts. Start a New Recording While in a Meeting Click the Recorder icon 2. At the bottom of the application, click the red circle to begin a new recording

105 3. A window will appear asking you to name the recording and select to save it locally or to the server. Locally saved recordings are saved to the folder of your choice; those saved on the server are stored on the server. Select "Save to Server" Refer to the next section of this manual to learn more about Local Recordings 4. Once you have provided a name, select where "Save to Server" 5. The recording will start. 6. When the recording starts the red circle will become a red square, the tab will change colors, and a banner will display at the top of the application.

106 7. Meeting attendees will receive an alert that the meeting is being recorded and at the top of the meeting the banner Meeting is being recorded will appear. 8. When you are ready to stop the recording press the red square. 9. The red square will return to a red circle and the recording will be added to your list of recordings. If you share the recording while in the same meeting, the recipient will not see it under their list of share recordings until both parties have exited the meeting. To view a recording, you must be in a new meeting, however, no other participants need to be in the meeting. How to Edit & Share a Cloud Recording You cannot edit the content of a recording but you can rename, share, and delete it. These instructions are for recordings shared on the server. Rename a recording 1. Right click the recording you wish to rename and click Rename 2. A field will appear enabling you to rename the recoding 3. Click OK and the recoding will be listed as that new name

107 Share Recordings Recordings that are shared on the server and can be shared with any of your OneScreen Connect contacts or members of a community. There are public videos that can only be added by the server admin and are made available to everyone on the server. Only recordings made by you can be shared with contacts, you cannot share a recording that has been shared with you, a public recording, or a locally saved recording. 1. Right click the recording you wish to share and click Share 2. A screen will appear allowing you to click the contacts or a community you would like to share your recording with. By selecting a community, you will be sharing the recording with all members of the community. 3. Click the checkbox associated with the name of the contact or community you would like to share the recording with. You can share the recording with as many users as you want at the same time. 4. Click Save 5. The contact you shared the recording with can access the recording by clicking the Recorder icon. 6. You can remove access by deselecting the marked contacts and communities Delete a Recording 1. Right click the recording you wish to share and click Delete 2. A warning will appear asking if you are certain this is the action you wish to perform 3. The recording will no longer be listed. If you have shared this recording with anyone it will also be removed from their shared list.

108 Play a recording 1. Whether in a meeting or not you can play a recording by clicking the Recorder tab on the left bar 2. Enter the Recorder tool and highlight the name of the recording you wish to play My Cloud Recordings are recordings made by you saved on the server Shared Recordings are server saved recordings made by someone else shared with you Public Recordings are recordings made by the owner of the server shared with everyone Local Recordings are recordings made by you and saved locally to your system 3. Press the play button 4. The recording will begin to play. Cloud recording windows that appear are independent windows, they can be closed or resized without affecting the playback or how the recording is saved. 5. When the recording is played the play button becomes a blue square, press this to stop the playback 6. To make a recording continuously playback press the loop button

109 Local Recordings Recordings that are saved locally are saved to the system you are using. The recording is saved and stored on your system as an.mp4,.webm,.avi, or.mpg. Anyone with a OneScreen Connect account that uses the system will see the recording when they log into OneScreen Connect on that system. The OneScreen Connect application will detect any locally saved recordings no matter the user. Locally recordings can be shared with anyone even if they do not have OneScreen Connect. Since the recordings are saved as a file on your system you can share them via a file sharing service, , or post them on the internet. The recordings can be played in a web browser or any service that can play an.mp4,.webm,.avi, or.mpg. Start a New Recording 1. Click the Recorder icon 2. At the bottom of the application, click the red circle to begin a new recording

110 3. A window will appear asking you to name the recording and select to save it locally or to the server. Locally saved recordings are saved to the folder of your choice; those saved on the server are stored on the server. Select "Save Locally" Refer to the previous section of this manual to learn more about Server Recordings 4. Once you have provided a name, select where "Save Locally" 5. If your system has multiple displays, choose which display will be recorded. Anything placed on this display will be recorded, videos on other displays will not be included in the recording but all audio will be recorded. Think of it as a camera recording your desktop. You cannot record a display that you are transmitting. Example: You are sharing display 1 in the Sharing tool, you cannot select this display when choosing what to record. If you do not have multiple displays and are sharing your desktop we recommend asking another attendee to record for you and share the file via a file sharing service or The recording will start

111 7. When the recording starts the red circle will become a red square, the tab will change colors, and a banner will display at the top of the application 8. Meeting attendees will receive an alert that the meeting is being recorded and at the top of the meeting the banner Meeting is being recorded will appear.

112 9. When you are ready to stop the recording press the red square. 10. The red square will return to a red circle and the recording will be added to your list of recordings and saved to your system. Playing Local Recordings Local recordings can be played in the OneScreen Connect application, web browser, or anywhere you can play an.mp4,.webm,.avi, and.mpg. To play in a web browser without uploading, drag the file from where it is stored and drop into the browser, the file will begin to play When played back, local recordings will play all videos in a single window. The videos cannot be resized or moved. Locally saved recordings cannot be shared through the OneScreen Connect application; the recording file will need to be transferred using a file sharing service

113 Sharing/Editing Local Recordings Locally saved recordings cannot be shared through the OneScreen Connect application. To share the recording, you will need to find the recording on your system and use a file sharing service or to share the recording. To rename or delete a recording you will need to locate the recording on your system and rename or delete the file like you would with any other file. To find the location of the recording: 1. Under Tools select Options 2. Click the Meeting tab 3. View/edit the local recordings location at the bottom of the window

114 Playback a Recording Play a recording 1. Whether in a meeting or not you can play a recording by clicking the Recorder tab on the left bar 2. Enter the Recorder tool and highlight the name of the recording you wish to play. o My Cloud Recordings are recordings made by you saved on the server. o Shared Recordings are server saved recordings made by someone else shared with you. o Public Recordings are recordings made by the owner of the server shared with everyone. o Local Recordings are recordings made by you and saved locally to your system. 3. Press the play button 4. The recording will begin to play. Cloud recording windows that appear are independent windows, they can be closed or resized without affecting the playback or how the recording is saved. Local recordings will play in a single window and windows cannot be rearranged 5. When the recording is played the play button becomes a blue square, press this to stop the playback 6. To make a recording continuously playback press the loop button

115 Sharing Recordings Cloud Recording Recordings that are shared on the server and can be shared with any of your OneScreen Connect contacts or members of a community. There are public videos that can only be added by the server admin and are made available to everyone on the server. Only recordings made by you can be shared with contacts, you cannot share a recording that has been shared with you, a public recording, or a locally saved recording. 1. Right click the recording you wish to share and click Share 2. A screen will appear allowing you to click the contacts or a community you would like to share your recording with. By selecting a community, you will be sharing the recording with all members of the community. 3. Click the checkbox associated with the name of the contact or community you would like to share the recording with. You can share the recording with as many users as you want at the same time. 4. Click Save 5. The contact you shared the recording with can access the recording by clicking the Recorder icon. 6. You can remove access by deselecting the marked contacts and communities

116 Shared Recording If someone has shared a recording with you, you cannot share it with anyone else. All recordings listed under "Shared Recordings" cannot be shared, they have been shared by someone else with you. Local Recoding Locally saved recordings cannot be shared through the OneScreen Connect application. To share the recording, you will need to find the recording on your system and use a file sharing service or to share the recording. To find the location of the recording: 1. Under Tools select Options 2. Click the Meeting tab 3. View/edit the local recordings location at the bottom of the window

117 Using the Whiteboard Use the Whiteboard tool to draw, write, and collaborate. Anything added to the Whiteboard can be seen by all attendees and all attendees can add to the Whiteboard simultaneously. If someone has added to the Whiteboard it will flash yellow, click the icon to view ( ) Adding to the Whiteboard While in a meeting Click the Whiteboard icon on the left of the application ( ) 2. The Whiteboard will appear in a separate window 3. Click the icons on the left side of the window to choose what you would like to add to the Whiteboard, everyone will see what you add and can add to it 4. Drag the corners to enlarge the window. Note: While the window may get larger, the space to draw/write is limited.

118 5. Write click an item to delete it or change the order 6. To change the thickness of a line, change the number on the left, the higher the number the thicket the line (1-9). 7. Click the save icon to save the Whiteboard contents before exiting the meeting ( ) if you would like to review later. If you exit the meeting and rejoin the Whiteboard will still have its contents but if you exit after the meeting ends it will no longer be available.

119 Using Mini UI The Mini UI is ideal for small displays or when sharing something that requires full screen mode. Using the Mini UI collapses the OneScreen Connect interface into a small UI that houses the main components you need. The Mini UI is available whether in a meeting or not. When not in a meeting you can continue to run OneScreen Connect while using minimal screen space. Using the Mini UI 1. Click the Mini UI tab located on the left bar ( ) 2. The interface will collapse. Note: Certain meeting centric features are only accessible when in a meeting 3. The Mini UI cannot be moved and will always stay on top of windows 4. If you would like to return to the full UI click the arrow icon

120 Mini UI Settings Mini UI settings are available under Tools Options, once saved these settings will be applied to all Mini UI instances. Set OneScreen Connect to automatically be set to Mini UI when launched 1. Under Tools Options select the Meeting tab 2. Check Enable Mini UI on Meeting Join 3. When OneScreen Connect is launched it will be in Mini mode

121 Set where the Mini UI is located 1. Under Tools Options select the General tab 2. Check Tools Always on Top to set the Mini UI to always stay on top of other windows 3. Using the drop down menu set the Mini UI to stay on the right or left side of the display

122 Instant Messaging a Contact Contacts can easily communicate with one another using the Instant Messaging feature. Only those who share presence can send instant messages to one another. To send an instant message: 1. highlight the name of the individual you would like to contact and follow any of these options: Hover over the name of the user and click the IM icon on the right Double-click their name Click the IM button on the bottom of the application

123 2. A dialog box will appear allowing you to send messages to the user Instant messages can only be one-to-one conversations but multiple instant messages can be open at the same time From the instant message window, you can also invite the user you are communicating with to an instant meeting by clicking Invite. During a Meeting Click the instant message icon that is in-line with the attendee you would like to send a one-on-one conversation with. Other participants will not see your conversation.

124 User Management The creator of a meeting is automatically designated as a meeting moderator. If the meeting was created through the Meeting Scheduler, the creator of the scheduled meeting can designate other attendees as moderators. For most meetings all attendees have the same access to tools and features, some may be limited by their subscription level but OneScreen Connect does not "pass the floor" or enable certain features throughout meetings. Everyone is on an equal playing field. The only difference being those who have been designated Moderator will be exempt from restrictions added when scheduling a meeting and they can right click a user's name and see certain options. This section will cover those Moderator capabilities. Moderators have the ability to kick/ban attendees from a meeting, mute their audio, end their video transmission, and disable their ability to use the group chat. This can be done by right clicking the name of the attendee. To access the Moderator tools: While in a meeting Right click the name of the user 2. Select Moderator Controls 3. Select the function you want to apply to the user

125 If an attendee needs to be removed for any reason, right click the name of the attendee you would like to remove and select Kick. This user will be removed from the meeting but will have the ability to return. Use the Ban option to prevent the attendee from rejoining the meeting. Kicked users see the following notice on their OneScreen Connect application: If you hear echo from another attendee, right click the site and select Fix Echo and it will correct their audio. If a user is experiencing any technical issues with the OneScreen Connect application, right click their name and select Send Report to submit and error report on their behalf to the OneScreen Connect development team. The development team will not respond; it is for development purposes only. If you do not want certain attendees to have the ability to transmit their video or audio, you can limit their ability to do so by choosing the attendee you would like to modify and clicking Mute Audio or Mute Video. They will still be able to transmit their video or audio but they must manually set the camera or microphone to share by pressing the microphone symbol to talk or clicking to transmit their video. You cannot turn either back on for them. The letters PTT will be over their microphone, standing for Push to Talk and when they wish to talk they must click the microphone and hold it while talking. If they wish to send their video they can click the camera and check Transmit

126 If you do not want a participant to have the ability to add to the Group Chat, select their name and click Mute Chat and they will have the ability to see the chat content but will be unable to add to it. The site will also have the ability to send private messages.

127 Audio In Learn in this section how to adjust the audio you send to others during a meeting. Change Output Device While in a meeting Click the microphone icon ( ) to select the microphone input of your choice: 2. Once you have selected the device you prefer you will begin using this device and will not use any other device(s). This setting is temporary and will only be applied will in this meeting, once you exit the meeting the settings will revert to default settings. To change the default device go to Tools Options Audio

128 Mute/Unmute Your Microphone While in a meeting If you would like to mute your outgoing audio, click the microphone icon ( ) and your audio will no longer be transmitted 2. Click the icon again to activate your outgoing audio We recommend using the mute feature if you are in a noisy environment or have any background noises as not to disrupt the presenter(s) or if you are attending a meeting but will not speaking or will rarely participate. Increase/Decrease Outgoing Volume If you believe, or are told, your microphone is too loud or too quiet you can adjust your outgoing volume using the audio slider. Using this slider will adjust the audio you send to all participants. While in a meeting... Adjust the outgoing audio received by all participants by sliding the slider to the left (quieter) or right (louder). The audio you send will be louder or quieter for all participants.

129 You can see if your microphone is too loud by looking at the meter while speaking, if it is red then your microphone is hot (loud), if is green your microphone is at the right level, if it is yellow you are quiet. Echo Changes only apply to the meeting you are in and will reset once you leave. To set the adjustment as a default setting go to Tools Options Audio Echo is a very disruptive problem in video conferences and is caused by the audio from one location being sent back into the meeting by another. As the audio has typically traveled a great distance, this returning audio is delayed compared to the sending source and is heard as echo. As the echo is always caused by the remote side returning the audio, if you hear echo, it is the other site that is causing it. To correct the problem, the remote side will need to fix their echo cancellation. While in a meeting Click the speaker icon 2. Check "Echo Cancellation" 3. Changes only apply to the meeting you are in and will reset once you leave. To set the adjustment as a default setting go to Tools Options Audio If others are still hearing echo from you, try moving your speakers away from the mic. If this isn't possible try using headphones or turning down your speaker volume.

130 Audio Output Learn in this section how to adjust the audio you receive from others during a meeting. Change Output Device While in a meeting Click the speaker icon ( ) to select the audio output of your choice. 2. Once you have selected the device you prefer you will begin using this device and will not use any other device(s). This setting is temporary and will only be applied will in this meeting, once you exit the meeting the settings will revert to default settings. To change the default device, go to Tools Options Audio Mute/Unmute Your Audio Device While in a meeting If you would like to mute your incoming audio, click the microphone icon ( ) and you will no longer receive audio from other sites. They will not be notified that you have turned off the sound. 2. Click the icon again to activate the received audio Additionally, you can mute individual sites by clicking the mic button in-line with their name. No one is notified you have done this and they are only muted for you. This is option is ideal when a site continuously sends feedback, such as echo, and it is disruptive. The meter next to their name will indicate that they are talking so you can unmute them if they begin to speak:

131 Increase/Decrease Outgoing Volume If you find the audio is too loud or too quiet, you can adjust incoming volume using the audio slider. Using this slider will adjust the audio you receive from all participants and only changes for you. While in a meeting... Adjust the audio you receive from all participants by sliding the slider to the left (quieter) or right (louder). The audio will be louder or quieter only on your end. Echo You can adjust the audio of individual sites by sliding the slider in-line with their name to the left or right. This will only adjust for you and will not notify them. Changes only apply to the meeting you are in and will reset once you leave. To set the adjustment as a default setting go to Tools Options Audio Echo is a very disruptive problem in video conferences and is caused by the audio from one location being sent back into the meeting by another. As the audio has typically traveled a great distance, this returning audio is delayed compared to the sending source and is heard as echo. As the echo is always caused by the remote side returning the audio, if you hear echo, it is the other site that is causing it. To correct the problem, the remote side will need to fix their echo cancellation. While in a meeting Click the speaker icon

132 2. Check "Echo Cancellation" 3. Changes only apply to the meeting you are in and will reset once you leave. To set the adjustment as a default setting go to Tools Options Audio If others are still hearing echo from you, try moving your speakers away from the mic. If this isn't possible, try using headphones or turning down your speaker volume. Set Temporary Video Layout During a Meeting These instructions will walk you through how to change the video layout while in a meeting; these changes are temporary and will only be applied to the meeting that is running. 1. While in a meeting go to Tools Options 2. Select Video Layout 3. From Layout Mode select the mode that suits you

133 4. You can also set how large the tiled videos are. Tiled videos are the non-primary videos, in the example above the titled videos are If you would like the primary videos (in the above example 1 & 2) to change to the individual(s) speaking, check "Voice Activated." By checking this feature, the video of anyone speaking will replace a video of anyone who hasn't spoken recently ensuring the speaker is always the focus 6. Once you've selected the settings you prefer, click "Apply to Current Meeting" and click the red "x." Clicking save will set all changes as default settings and will be applied to all future meetings. 7. All settings will be applied to the meeting you are currently in, if you leave the meeting or join another meeting the layout, video size, and voice activation will return to default settings. 8. Arrange the videos by applying numbers to the videos. To do this, click a video window and press a number on your keyboard. For most layouts you will only need to set the primary videos (in the above example 1&2).

134 Voice Activated Video To set videos to focus on the speaker you can use the voice activated feature. This, in conjunction with a selected layout, will swap the primary video with whomever is speaking. To set Under Tools Options Video Layout 2. From the Layout Mode menu select a layout (any layout other than "Tiled") 3. Once you have selected a layout, check "Voice Activated" 4. If you are currently in a meeting and would like it applied to the meeting you are in click "Apply to Current Meeting" 5. If you would also like it applied to all future meetings, or are not in a meeting, click "Save" In the above example, the speaker will always be video "1," once the speaker is no longer speaking and someone else begins to speak they will swap positions. 132

135 Reduce Video Speed (FPS) To reduce bandwidth use, especially in larger meetings, you can use the FPS feature. This feature slows the videos of any non-speakers or specified sites in a meeting. This is ideal for large meetings such as a classroom in which several students join remotely. This setting is only applied to you, other users will not see the change. Normal FPS: All videos move at regular speed. Voice FPS: The individual speaking will continue at a normal frame rate while others will look slower but can still be seen moving. Selective FPS: Assign a number (1-9) to the site(s) you would like to move at full speed. Any site without a number will move slower but can still be seen moving. To assign a number click the video window and press number on your keyboard. While in a meeting From the FPS drop-down menu select "Voice FPS" or "Selective FPS" 2. The setting will be applied to all videos in the current meeting. This setting will not be applied to future meetings. Controlling PTZ Cameras Anyone in a meeting can control another user's PTZ Cameras (Pan, Tilt, Zoom), this allows attendees to adjust the angle and zoom so they have a better view. To move the camera: 1. Click the video window and hold 2. Drag left or right to move side-to-side 3. Drag up or down to move higher or lower 4. Scroll in or out to adjust zoom 133

136 About the Account User Manager To access the Account User Manager, you must be designated as an administrator for your organization. The Account User Manager is used by administrators to manage the assignments of both free and paid subscriptions. They designate the subscription levels assigned to each user that is in the Account. Generally, organizations with many OneScreen Connect users, such as a university or company, have an Account under the Account User Manager. This makes it simple to manage the number of subscriptions that have been purchased and track where they have been assigned. The administrator invites current OneScreen Connect users to join the Account or invites individuals who are not OneScreen Connect to join both OneScreen Connect and the organization s Account; they can only be in one Account. When they are added to an Account they are sent an notifying them of the action and to confirm being added to the Account as well as to join OneScreen Connect if they have not already done so. The number of purchased subscriptions is listed and those that are available can be assigned to users within the Account. Only the administrator can change the subscription levels. This allows the organization to easily manage the different users and redistribute the subscription levels. Multiple administrators can manage an Account. Contact OneScreen to request additional admins or to change admins. The subscription account will hold the subscriptions that have been purchased as well as Limited (free) versions. This is used to assign the subscription to the user account. Users only need to be in the Subscription Account Manager so that the User Account can have a purchased subscription assigned. Users under the Subscription Account can only have the subscriptions applied that are in the service they cannot have trial period accounts. If trial is desired, have the user sign up directly on the web page and be moved to the Subscription Account at a later date. 134

137 Account User Manager To access the Account User Manager, you must be designated as an administrator for your organization. The Account User Manager is used by administrators to manage the assignments of both free and paid subscriptions. They designate the subscription levels assigned to each user that is in the Account. Generally, organizations with many OneScreen Connect users, such as a university or company, have an Account under the Account User Manager. This makes it simple to manage the number of subscriptions that have been purchased and track where they have been assigned. The administrator invites current OneScreen Connect users to join the Account or invites individuals who are not OneScreen Connect to join both OneScreen Connect and the organization s Account; they can only be in one Account. When they are added to an Account they are sent an notifying them of the action and to confirm being added to the Account as well as to join OneScreen Connect if they have not already done so. The number of purchased subscriptions is listed and those that are available can be assigned to users within the Account. Only the administrator can change the subscription levels. This allows the organization to easily manage the different users and redistribute the subscription levels. Multiple administrators can manage an Account. Contact OneScreen to request additional admins or to change admins. The subscription account will hold the subscriptions that have been purchased as well as Limited (free) versions. This is used to assign the subscription to the user account. Users only need to be in the Subscription Account Manager so that the User Account can have a purchased subscription assigned. Users under the Subscription Account can only have the subscriptions applied that are in the service they cannot have trial period accounts If trial is desired, have the user sign up directly on the web page and be moved to the Subscription Account at a later date 135

138 Accessing the Account User Manager You can access the Account User Manager from your OneScreen Connect application by clicking the Help tab and select Account Settings : Or visit onescreen.claryicon.com and click the Account Manager tab: Both options will bring you to bring you to the account settings page; this page will request that you sign in before moving forward. Your sign is the same as your OneScreen Connect login information; enter your address and OneScreen Connect password. On the left side of the screen click My Accounts and select the appropriate Account you wish to manage from the dropdown menu and click manage. OneScreen will provide you access to the appropriate Account. 136

139 This will bring you to view your Account s subscriptions. This informs you of how many subscriptions you have, have used, how many are still available, and at what level.: 137

140 Adding a User Individuals without OneScreen Connect accounts can be invited to join OneScreen Connect from the Account User Manager. An will be sent to them requesting that they create a OneScreen Connect account and when they do so they will be added to your Subscription Manager Account. Be advised that any user invited to join OneScreen Connect from this page will be added to the account. If you do not want the individual to be added to the account but would like them to join OneScreen Connect, please go to your OneScreen Connect application select contacts add contact and enter the individual s address. If they are not a user you will be asked to complete a form, once completed a request will be sent to their asking them to join OneScreen Connect. See All the Account Members Enter a portion or the full address of a user listed under the account and search for them. Or, press search with the box blank and you will see a list of all users under that account. 138

141 Invite Users To invite an existing OneScreen Connect user or potential new user that will be added to the Account: While in My Accounts Click the Invite New User button. 2. Fields requesting the user s name and will appear, as well as a text box to create a message. You will want to include a message informing the new user of why you invited them to join your account. 3. After completion, an will be sent to the user requesting that they join your subscription account. 4. Once they confirm the request they will be added to the account. Being part of a subscription account is not noticeable to them, the only changes they will see is when you change their subscription level. They will not see the Account User Manager options. Inviting a Group of Users to Join OneScreen Connect & an Account An efficient way to invite a large group of users to join OneScreen Connect and add them to a subscription account and a community at the same time is via a unique sign-up link. When users create an account through 139

142 your link they will automatically be added to a designated subscription account and community of your choosing. Users can be added to just a subscription account not a community as well. To learn more about this tool, refer to the guide Unique Sign-up Link found on the OneScreen Support page. Account Statistics Wondering how many meetings users have been in? How many minutes of meetings they ve been part of? The last time they logged in? Use the Account Statistics option to see how often users use OneScreen Connect and for how long. This can help determine the account levels you should assign to different users. 1. Click the Reporting Period drop-down menu to select the reporting period you would like to view 2. View by clicking "Display Usage" 3. Download the usage to a file you can save on your system by clicking "Download Usage" 140

143 Change Your Password To reset your password, go to and select the Forgot your password? link. Or on the login screen of the OneScreen Connect application select Forgot Password? If you do not remember your account username, this would be an address. If you enter an address that is not on the system, it will reply with an invalid account. Contact OneScreen Support if you need further assistance. 141