Using Avaya Aura Conferencing Collaboration Agent

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1 Using Avaya Aura Conferencing Collaboration Agent Release May 2013

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5 Contents Chapter 1: Introduction... 9 Purpose... 9 Chapter 2: Overview Collaboration Agent User roles Example Conference types Conference settings Library Supported document formats Web collaboration Annotations in shared content Audio and video conferences Conference security Security codes Conference recording Automatic recording Manual recording Recording downloads Recording status indications My Recording Participant Activity panel Recording playback Recording playback control panel Messages Meeting minutes Meeting reports Collaboration Agent logs Dial pad commands Moderator and participant dial pad commands Moderator-only dial pad commands Participant-only dial pad commands Collaboration Agent window components Collaboration Agent window icons Supported web browsers and operating systems Plug-in requirements Conference checklist Chapter 3: Logging in to Collaboration Agent Logging in to Collaboration Agent as a guest Welcome page field descriptions May 2013 Using Collaboration Agent 5

6 Contents Logging in to Collaboration Agent as a member Sign in field descriptions Logging in to Collaboration Agent as a moderator Logging in to Collaboration Agent as a participant or presenter Logging in to Collaboration Agent as an operator Chapter 4: Configuring conferences Configuring conferences to start before the moderator joins Configuring conferences to remain active after the moderator disconnects Configuring entry and exit tones Configuring video in conferences Configuring conferences to automatically start recording Configuring conferences to promote all participants to the presenter role Configuring an additional passcode for more secure conferences My Passcodes field descriptions Modifying the additional passcode for more secure conferences Configuring conference controls Enabling and disabling conference continuation during conferences Enabling and disabling entry and exit tones during conferences Promoting and demoting all participants to the presenter role during conferences Muting and enabling the microphones of all participants during conferences Locking and unlocking conferences Chapter 5: Participating in conferences Installing the Avaya Aura Conferencing plug-in Removing the Avaya Aura Conferencing plug-in Using the integrated audio and video in conferences Dialing out to yourself from Collaboration Agent Associating your phone with your Collaboration Agent account Dissociating your phone from your Collaboration Agent account Raising and lowering your hand Muting and enabling your microphone Pausing and starting your video Sending messages Granting remote control of the shared desktop Requesting remote control of the shared content Viewing dial pad commands Capturing the attendance snapshot Searching for participants Disconnecting from conferences Chapter 6: Managing conferences Adding participants to conferences Associating the phones of participants with their Collaboration Agent accounts Dissociating the phones of participants from their Collaboration Agent accounts Muting and enabling the microphone of participants May 2013 Using Collaboration Agent 6

7 Contents Lowering raised hands of participants Pausing and starting the video of participants Promoting participants to the moderator role Promoting participants to the presenter role Demoting participants from the presenter role Disconnecting participants Chapter 7: Sharing content Library management Uploading documents to the library Renaming documents in the library Deleting documents in the library Sorting documents in the library Document sharing Sharing documents from the library Browsing shared content independently Shared document buttons Virtual whiteboard sharing Sharing virtual whiteboards Adding virtual whiteboards Deleting virtual whiteboards Virtual whiteboard buttons Desktop sharing Sharing the desktop Shared desktop buttons Changing the type of content sharing Sending screen shots Shared content annotation tools Chapter 8: Recording conferences Starting and stopping recording Viewing the recordings list Starting recording playback Using the recording playback controls Sorting recordings Renaming recordings Distributing recordings Viewing participant activity in a recording playback Setting the zoom of the Participant activity panel Downloading only the audio of recordings Downloading the web collaboration data and audio of recordings My Recording buttons Chapter 9: Managing meeting minutes Adding meeting minutes Editing meeting minutes May 2013 Using Collaboration Agent 7

8 Contents Deleting meeting minutes Meeting minutes buttons Chapter 10: Managing meeting reports Viewing meeting reports Sorting meeting reports Deleting meeting reports Renaming meeting reports Sending meeting reports Sending Collaboration Agent logs Chapter 11: Resources Documentation Using Overview Finding documents on the Avaya Support website Training Viewing Avaya Mentor videos Support Using the Avaya InSite Knowledge Base May 2013 Using Collaboration Agent 8

9 Chapter 1: Introduction Purpose This document describes how to use the features of Avaya Aura Conferencing. The document is intended for people who want to learn how to use Avaya Aura Conferencing to efficiently collaborate with colleagues at work. May 2013 Using Collaboration Agent 9

10 Chapter 2: Overview Collaboration Agent Collaboration Agent is an application that provides web collaboration and conferencing tools. Users with Avaya Aura Conferencing accounts and invited guests can use the tools to manage conferences and participate and collaborate in conferences. Conference participants can join conferences by logging in to Collaboration Agent and dialing in to the audio bridge assigned to the conference. Participants can also use the integrated audio and video feature of Collaboration Agent. Participants can use the Collaboration Agent tools to boost productivity and track action items even after the conference ends. Conference moderators can: Record all aspects of conferences. Record and edit meeting minutes. Create and distribute meeting reports based on the meeting minutes. Collaboration Agent features In Collaboration Agent, the participants and moderators can perform multiple tasks such as: View a list of other participants. Virtually raise a hand and seek permission to speak. Send messages. Annotate shared content. Record or edit minutes. Set the entry and exit tones. Dial out to other users and the users to the conference. Disconnect participants. Promote participants to the moderator role. Invite more participants to join an active conference. During the conference, participants can view the following information in Collaboration Agent: The participants who joined only on the audio bridge The participants active on web collaboration The participant currently speaking The current presenter May 2013 Using Collaboration Agent 10

11 User roles Optional features The following features are optional and must be enabled by the system administrator: Starting conferences before moderators join. Integrated video Promoting all participants to the presenter role so that all participants can share content Dialing out from Collaboration Agent to connect users to conferences Conference recording User roles Collaboration Agent supports the following user roles: Conference owner Moderator Presenter Participant Operator During a conference, user roles are dynamic and mutually exclusive. Participants can become moderators. Conference owners can be moderators and presenters simultaneously. Conference owners can promote participants to the moderator or presenter role. Conference owner Members are owners of the conferences that are associated with their Avaya Aura Conferencing accounts. Conference owners have complete control over their own conference for which conference owners function as the owner, moderator, and presenter. Moderator Moderators have most of the privileges of conference owners, but cannot gain access to conference recordings and meeting reports. Moderators enter the moderator code to join conferences. Moderators can promote participants to the presenter or moderator roles. Moderators can also share content using web collaboration. Members can be moderators on: Collaboration Agent and the audio bridge. Collaboration Agent only. The audio bridge only. Avaya Aura Conferencing links the login action of users who log in to Collaboration Agent and the audio bridge with the moderator code. Avaya Aura Conferencing then assigns the moderator role to May 2013 Using Collaboration Agent 11

12 Overview the same user on Collaboration Agent and the audio bridge. However, conferences can also have different moderators on Collaboration Agent and the audio bridge. Collaboration Agent assigns the moderator role to the first user to log in with the moderator code. If multiple users log in with the moderator code, one user might become the moderator on Collaboration Agent, while another user might become the moderator on the audio bridge. The Collaboration Agent moderator has access to all moderator features on Collaboration Agent, but the audio bridge moderator has access only to the moderator features that the dial pad commands support on the audio bridge. Certain features, such as Lecture mode, are unavailable when moderators are in Collaboration Agent only mode because Lecture mode is disabled if the conference has no audio. Presenter Presenters have limited control in conferences, but can share content. Presenters can share: Desktop, a part of the desktop, or an application. Virtual whiteboards, using which conference participants can collaborate through drawings. Documents. Presenters can annotate the shared content, take screen shots, and send the screen shots to all participants. Avaya Aura Conferencing provides a private library for members with accounts. Members can upload material, such as documents, presentation slides, and graphics, to their private library. Moderators can only promote participants who are logged in to Collaboration Agent to the presenter role. Moderators can also demote presenters to participants. Participant Participants in conferences have limited control. Participants can view other participants in conferences, view shared content, and mute their own microphones if the participants associate their Collaboration Agent instance with their phone number in the participants list. Participants can dial in to the audio bridge and log in to Collaboration Agent for web collaboration or use the integrated audio and video feature to use Collaboration Agent for audio and web collaboration. Participants join conferences using the participant code. Participants can log in to: Collaboration Agent only. Collaboration Agent and the audio bridge. The audio bridge only. Participants can annotate whiteboards, but cannot open new whiteboards. Participants can virtually raise a hand, send messages, view participation reports, enter meeting minutes, and edit the meeting minutes they entered. Participants cannot add users to conferences. Participants can be Avaya Aura Conferencing members or guest users. Audio only participant Audio-only participants join conferences by dialing in to the audio bridge. Moderators can also dial out to users and add the users to conferences as participants. Operator Operators control all aspects of conferences. Operators can: Mute and enable the microphones of participants. May 2013 Using Collaboration Agent 12

13 Conference types Disconnect specific participants or all participants. Enable and disable entry and exit tones. Lock and unlock conferences. Start and stop conference recording. Enable and disable conference continuation after the moderator leaves the conference. Promote self to presenter. Operators cannot: Change the default settings of conferences where the operator is not assigned the operator role. Start and end web collaboration. Example Consider a scenario in which a busy manager, who is running late, asks his assistant to start a Collaboration Agent conference on his behalf. The manager can provide his assistant with the moderator code and the presentation material that the manager wants to share during the conference. The assistant can log in as a moderator, start the conference, and upload the slides to the library. When the manager joins, the assistant can promote the manager to the presenter or moderator role. Presenters can navigate through the presentation material. Moderators can also change the current conference settings. The presentation material is uploaded in the library of the assistant. Libraries are specific to users. Each Avaya Aura Conferencing member has a Collaboration Agent library. After the assistant promotes the manager to the moderator or presenter role, the manager can share files from his own library. Alternatively, the manager can give his assistant the moderator code of his Avaya Aura Conferencing account and ask the assistant to change the settings of the current conference. The assistant can enable Fast Start so that participants can start the conference before the moderator joins. Note that the assistant cannot change the settings for future conferences because the assistant is not the conference owner. Conference types Collaboration Agent supports the following types of conferences: Standalone web collaboration sessions Meetme conferences Event conferences Collaboration Agent does not support Adhoc conferences. May 2013 Using Collaboration Agent 13

14 Overview Standalone web collaboration Standalone web collaboration sessions do not include audio and video. In standalone web collaboration sessions, you can: Escalate the web collaboration sessions to audio and video conferences. End the web collaboration sessions in the escalated audio and video conferences. Note that disconnecting the audio bridge ends the conference. Event conferences and Meetme conferences Event conferences support thousands of participants. The main differences between Event conferences and Meetme conferences are: Conference owners can configure access codes for presenters in Event conferences. Collaboration Agent automatically promotes participants who log in to Event conferences using the presenter access codes to the presenter role. Event conferences are always in Lecture mode. - The microphone of presenters is not muted. The microphone of participants who are promoted to the presenter role is enabled. - Moderators can mute and enable the microphones of participants. Entry Tone is off by default. The participants list varies according to the user role. - Participants can view only those participants whose microphone is enabled. - Presenters can view participants who virtually raise hands. - Moderators can view presenters, participants who virtually raise hands, and participants whose microphone is enabled. Collaboration Agent displays only the total number of participants. Participants cannot use the filters in the Participants list to sort the list. Conference settings Collaboration Agent provides settings for the various conference features. You can configure some settings only before conferences start, while you can configure some settings during conferences too. Using the conference settings, you can configure conferences: To start before the moderator joins. To continue even after the moderator disconnects. To play a tone when participants join and disconnect. To automatically start as audio and video conferences. To automatically start recording. To automatically promote all participants to the presenter role. May 2013 Using Collaboration Agent 14

15 Library Default conference settings You can configure the default conference settings only before conferences start. You can change only the Auto Record default setting in Event conferences. The default settings do not affect standalone web collaboration sessions. For standalone web collaboration sessions: - Continuation is on by default. - Fast Start cannot be changed. Collaboration Agent provides the following default settings: Setting Meetme conferences Event conferences Fast Start Off Off Continuation Off On Entry Tone On Off Video Off Off Auto Record Off Off Presentation Mode On Conference controls You can toggle the following conference controls during conferences: Continuation Entry Tone Presentation Mode Lecture Lock Library Avaya Aura Conferencing provides a library for users with accounts to upload documents, presentations, and images to share in web collaboration sessions. Participants can collaborate by viewing these documents and making notes on shared whiteboards. In the library, you can: Upload documents. View documents. Rename documents. Sort documents according to your preference. Delete the uploaded documents. May 2013 Using Collaboration Agent 15

16 Overview Sharing content from the library has the following advantages. Presenters can share content from the library: From anywhere by logging in to Collaboration Agent and gaining access to the library. For more responsive and higher resolution sessions. To enable participants to browse the shared content independently in a separate pop-up window. Related links Uploading documents to the library on page 63 Supported document formats Tab Document type Extension Presentations Documents Microsoft PowerPoint You can upload presentations of up to 30 MB. Microsoft Word You can upload Word documents of up to 300 pages. Microsoft Excel Preview the spreadsheet in the library. If the preview is not good, use desktop sharing to share the spreadsheet. Adobe Acrobat Plain text.ppt.pptx.doc.docx.xls.xlsx.pdf.txt Pictures JPEG.jpg PNG.jpeg.png Web collaboration With web collaboration, the conference moderator or a selected participant can share: The entire desktop or a part of the desktop. Specific applications. Documents. May 2013 Using Collaboration Agent 16

17 Audio and video conferences Virtual whiteboards. Collaboration Agent needs a plug-in if users want to share the desktop or specific applications. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Sharing documents from the library on page 65 Sharing virtual whiteboards on page 66 Sharing the desktop on page 68 Annotations in shared content Web collaboration provides various dynamic tools for annotating shared content, applications, and drawings on virtual whiteboards. The availability of the dynamic tools depends on the type of content shared: applications, documents, or whiteboards. You can add text, lines, and stamps to the shared content. Moderators and presenters can annotate all shared content, while participants can annotate only virtual whiteboards. Related links Shared content annotation tools on page 70 Audio and video conferences Avaya Aura Conferencing supports the following technologies for integrated audio and video: The Flash-based audio and video in Collaboration Agent. The web browser-based audio and video conferencing using the audio and video conferencing plug-in. Collaboration Agent supports streaming audio and video in conferences using the camera, speakers, and microphone of the computer. If you use the integrated audio and video feature, you do not have to associate and dissociate your phone number with your account on Collaboration Agent. This feature is for guest users and participants who are located outside the enterprise network. The integrated audio and video is an optional feature. The system administrator must enable this feature for users. Use the integrated audio feature of Collaboration Agent instead of separately dialing in to the audio bridge. Speak through your computer microphone and hear other participants through speakers. Mute and enable your microphone using the Collaboration Agent interface. Use the integrated video feature of Collaboration Agent to join video conferences. Stream your video through your camera and view the live video of other participants on the computer. Pause and start video using the Collaboration Agent interface. In video conferences, Collaboration Agent constantly transmits the video of the active speaker. Collaboration Agent also displays a self-view May 2013 Using Collaboration Agent 17

18 Overview from your camera. If you do not have a camera, you can receive video, but you cannot stream video. Collaboration Agent provides a tuning wizard to optimize the audio and video settings. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Using the integrated audio and video in conferences on page 50 Conference security Collaboration Agent uses different methods to support security for conferences. The security methods include preventing new participants from joining conferences, encrypting the conference communications, and configuring additional conference codes. Conference lock The conference lock prevents new participants from connecting to conferences. Participants who disconnect from the conference cannot reconnect. Moderators can lock conferences using Collaboration Agent or the dial pad commands. Secure conferences A conference is secure when all participants connect to the conference using audio lines and video endpoints that support SRTP for encryption and authentication. If even one participant uses an audio line that is not secure or video endpoint that does not support SRTP, the conference is not secure. The secure conference feature refers to only secure audio and video streams. Related links Configuring an additional passcode for more secure conferences on page 44 Locking and unlocking conferences on page 48 Security codes Users must enter a security code to log in to conferences. Participants enter the participant code, and moderators enter the moderator code to connect to: The web collaboration session on Collaboration Agent. The integrated audio and video conference on Collaboration Agent. The audio conference using the phone. To add more security to conferences, system administrators can also enable passcodes. Participants enter the passcode after the participant and moderator codes. May 2013 Using Collaboration Agent 18

19 Conference recording Meeting ID Meeting IDs are the participant code and the moderator code. Collaboration Agent assigns: The participant role and features to users who connect to conferences with the participant code. The moderator role and features to users who connect to conferences with the moderator code. My Passcodes My Passcodes is an optional feature that provides more security to conferences. For added caution, moderators can send the meeting ID and passcode to participants in separate s. Participants enter the passcode after the participant or moderator code. My Passcodes can be configured for the moderator only or for the moderator and participants. Depending on the configuration of My Passcodes by the system administrator, users can: Modify the passcodes. Enable and disable My Passcodes. If participants dial out to other participants, the new participants do not have to enter the passcode. Conference recording Conference recording captures audio, the web collaboration data, and conference events such as participant notes, the time when participants join and disconnect, and the participant interaction. All these aspects of the recording are synchronized in a conference time line. When you play a recording, you can scroll forward and backward in the conference time line. Collaboration Agent does not support pausing a recording. Conference owners can view the recordings list in the Recordings window. From the recordings list, conference owners can generate a playback link or download the recordings to distribute to users. The conference recording recipients can play the conference in a media player or a web browser. Conference owners can also rename the recordings and specify portions of the recordings in the link for playback. System administrators can control access to the recording feature for users and set the maximum number of days that recordings are stored. Related links Viewing the recordings list on page 72 May 2013 Using Collaboration Agent 19

20 Overview Automatic recording Moderators can configure automatic recording of all conferences. Automatic recording starts when the moderator joins the conference and stops after the moderator disconnects. If Fast Start is enabled, recording starts when the first participant joins. If Continuation is enabled, recording stops after the last participant disconnects. Administrators can configure the delay between the moderator disconnecting and the recording stopping. Related links Configuring conferences to automatically start recording on page 42 Configuring conferences to start before the moderator joins on page 40 Configuring conferences to remain active after the moderator disconnects on page 41 Manual recording Moderators can start or stop recording on Collaboration Agent or by pressing the dial pad command on the audio bridge. Using manual recording, moderators can record multiple portions of a conference by starting and stopping recording at specific time intervals in conferences. If a moderator records multiple parts of a conference, Avaya Aura Conferencing generates multiple recording files for the conference. Although each recording file is called My Recording, moderators can identify the different files using the timestamps. Related links Starting and stopping recording on page 72 Recording downloads Download recordings to distribute to a wider audience using . You can download: Only the audio of recordings. The web collaboration data and audio of recordings. The format of recordings is:.mp3 for audio-only recording downloads. The.mp3 file format is a common audio format, and most digital media players support the format..swf for recording downloads that contain audio and web collaboration data. The.swf format is an Adobe Flash file format, which Adobe Flash Player supports. You can use Adobe Flash Player as a browser plug-in or as a standalone media player. You can also get a link to the recording to share with the conference stakeholders. May 2013 Using Collaboration Agent 20

21 Conference recording Related links Downloading only the audio of recordings on page 76 Downloading the web collaboration data and audio of recordings on page 77 Distributing recordings on page 75 Recording status indications Recording status indications are a legal requirement in many countries. The following table contains the list of actions that Collaboration Agent performs when conference recording starts and stops: Recording start Collaboration Agent changes Conference recording to Conference recording on. Collaboration Agent displays Recording started in the Mode bar. Avaya Aura Conferencing plays a message on the audio bridge to indicate that recording started. Avaya Aura Conferencing plays the recording indication message to all participants who join after the conference starts. Recording stop Collaboration Agent changes Conference recording on to Conference recording. Collaboration Agent displays Recording stopped in the Mode bar. Avaya Aura Conferencing plays a message on the audio bridge to indicate that recording stopped. Collaboration Agent automatically saves the recording. My Recording Participant Activity panel The Participant activity panel of the My Recording window is an information-rich display of conference events. The conference events include audio, the web collaboration data, and events such as participant notes, the time when participants join and disconnect, and the participant interaction. The Participant activity panel is a time line of the conference from the start of the conference to the end. Using the activity time line bar, you can scroll to specific points in the recording. You can select which conference events to view. You can also display or hide the Participant activity panel. Events panel The Events panel displays a summary of conference events. Select which conference events to display, and scroll to specific events in the recording. Hide the Events panel. Roster panel The Roster panel displays a list of conference participants. Sort the participants alphabetically in an ascending or descending order or by their role. May 2013 Using Collaboration Agent 21

22 Overview Recording playback Using Collaboration Agent, participants can play conference recordings. Conference owners can distribute recordings to other users who did not attend the conference. While playing recordings, Collaboration Agent displays a conference time line and a web collaboration section called Participant activity. Using this time line panel, users can: View and listen to the entire conference in real time. Rewind or fast forward the conference. Zoom in and out of the web collaboration or the audio time line. Modify or mute the audio volume of the recording. Navigate through the slides and play only specific slides. Navigate by conference participant. Navigate by conference events by locating action items, questions, and notes. Search the recording using multiple search criteria. Save recordings to the computer. Related links Viewing participant activity in a recording playback on page 76 Recording playback control panel The playback control panel contains the recording playback controls to play and scroll the audio and web collaboration aspects of a conference. If the conference is an audio-only conference, Collaboration Agent displays the following message in the playback area: Nothing is being shared Collaboration Agent displays the playback control panel when you pause the mouse pointer on the playback area. Using the playback control panel, you can: Play, forward, and rewind the recording playback using the mouse and the arrow keys. Adjust the audio volume. Configure the zoom setting of the recording playback panel. Display the recording playback in fullscreen mode. May 2013 Using Collaboration Agent 22

23 Messages Messages The Messages window contains a list of messages exchanged by conference participants. The window has a field where you can type or paste text messages with maximum 1024 characters. Collaboration Agent displays the participant name and time stamp with each message. You can send public messages to all participants in conferences or private messages to specific participants. Avaya Aura Conferencing does not send historical private messages again if a user rejoins a conference or joins the conference from another device. Related links Sending messages on page 54 Meeting minutes The Meeting minutes window contains meeting minute items, which can be reviewed after meetings. Organize your meeting minutes into the following categories: Notes Keywords Action items Questions Related links Adding meeting minutes on page 79 Meeting reports Collaboration Agent generates meeting reports after conferences end. Meeting reports contain: The time when conferences start and end, along with the total duration of the conferences. The time when web collaboration sessions start and end, along with the total duration of the web collaboration sessions. The time when conference recordings start and end. The list of participants, along with the time when each participant connects and disconnects from conferences. The list also contains indications about whether participants connect to conferences using telephones or the integrated audio and video and whether participants also connect to web collaboration sessions. The meeting minutes, including action items, notes, keywords, and questions. May 2013 Using Collaboration Agent 23

24 Overview The library files shared during conferences, including individual pages and slides. The conference events, including details about whiteboards, desktop, screen shots, and applications shared during the conference. The public messages exchanged during conferences. Avaya Aura Conferencing stores conference reports for 90 days. Only conference owners can gain access to their meeting reports. Conference owners can sort these meeting reports by the report name, the date and time of the conference, or the duration of the conference. Related links Viewing meeting reports on page 81 Sending meeting reports on page 83 Collaboration Agent logs The Collaboration Agent logs contain details about the network connectivity issues detected during conferences. Avaya uses these logs to troubleshoot issues faced by users. You can manually send the Collaboration Agent logs to Avaya. Collaboration Agent can also automatically send the logs when it detects a network connectivity issue during a conference. Collaboration Agent asks for your confirmation before automatically sending the logs. Related links Sending Collaboration Agent logs on page 84 Dial pad commands Avaya Aura Conferencing supports touchtone commands for some conference options using the dial pad of phones or Avaya Communicator. The dial pad commands available in conferences depend on the type of conferences and the role of users. Some dial pad commands are available only to moderators or to participants. The dial pad commands apply only to active conferences. Any changes to settings of features using dial pad commands in conferences is reset after conferences end. Using the dial pad, users can: Mute and enable the microphone. Mute and enable the microphone of all participants. Enable and disable features. Virtually raise and lower a hand. Add participants to conferences. May 2013 Using Collaboration Agent 24

25 Dial pad commands Moderator and participant dial pad commands Dial pad command Description ** Lists the dial pad commands. *0 Dials out to the operator. *6 Enables and disables the microphone and video. *61 Mutes and enables the microphone. *62 Pauses and starts video. *# Counts the number of active participants on the audio bridge. Moderator-only dial pad commands Dial pad command Description *1 Dials out to users using the phone, and adds users to conferences. *4 Enables and disables Entry Tone. *5 Enables and disables Lecture mode. *7 Locks and unlocks conferences. *21 Enables and disables conference recording. Avaya Aura Conferencing plays an audio message on the audio bridge and asks for a confirmation to enable and disable conference recording. *81 Mutes and enables the microphone of all participants. *82 Pauses and enables video of all participants. *96 Enables and disables the microphone and video of all participants. *97 Enables and disables Presentation Mode. *98 Enables and disables Continuation. ## Ends conferences. Avaya Aura Conferencing plays a message and asks for confirmation to end conferences. Participant-only dial pad commands Dial pad command Description *41 Virtually raises hand. *42 Virtually lowers hand. *51 Sets the moderator in a conference. May 2013 Using Collaboration Agent 25

26 Overview Collaboration Agent window components Button Description 1 Start sharing... Starts web collaboration. Participants can share information, such as the desktop, an application, or a virtual whiteboard. All participants logged in to Collaboration Agent can view the shared information. 2 Conference Information Opens the Conference Information window with the following options: Dial-in and invite details Participation Reports Operator Touch-tone commands Help Reports Recordings Audio and Video Statistics Send logs Download Sharing Plugin Download Audio/Video Plugin 3 Default Settings Opens the Settings window to configure the default conference settings for: Fast Start Continuation Entry Tone Video Auto Record Presentation Mode 4 Exit Exits Collaboration Agent. You cannot configure the default settings in active conferences. If you exit Collaboration Agent, you can still stay connected to the conference on the audio bridge. 5 Add Audio or Video Adds audio or video or both to the web collaboration session on Collaboration Agent. 6 Conference recording Records conferences. Table continues May 2013 Using Collaboration Agent 26

27 Collaboration Agent window components Button Description 7 Adjust audio volume button Adjusts the volume of the audio on Collaboration Agent, or mutes the speakers. Collaboration Agent displays Adjust audio volume button only if you use the integrated audio and video feature. 8 Pause video Pauses and starts the video on Collaboration Agent. Collaboration Agent displays Pause video only if you use the integrated audio and video feature. 9 Mute myself Mutes and enables your microphone. 10 Mode bar Displays the status of Lecture mode, conference lock, secure conferences, conference recording, and error messages. Collaboration Agent displays the Mode bar only when you enable and disable settings. Note: Avaya Aura Conferencing can establish secure conferences only if the endpoints of all participants support SRTP. 11 Participants Sorts the list of participants to display: All Participants Participants In Collaboration Recent Talkers Dropped participants Collaboration Agent updates Recent Talkers when other participants speak. Collaboration Agent displays Active speaker next to the names of the participants who speak. 12 Filter By Participant Name Filters and searches for conference participants by name. 13 Sort Participants By Roles Sorts and displays the participants in the participants list according to their roles, such as moderator, participant, and presenter. 14 Add Participants Opens the Add Participants window to add participants to the conference. When you enter the phone number of a participant to add to the conference, Avaya Aura Conferencing calls the participant and connects the participant to the conference. 15 Conference Controls Opens the Conference Controls window to enable and disable the following settings for the conference: Lecture Entry Tone Continuation Table continues May 2013 Using Collaboration Agent 27

28 Overview Button Description Presentation Mode Lock End Conference Ending the conference from the Conference Controls window immediately disconnects the conference. 16 Participant Controls Displays the following moderator and participant actions: Identify my phone Mute Pause video Promote to moderator Promote to presenter Raise Hand Drop from Call 17 Participants list Displays the list of participants. In Event conferences, the participants list displays only the moderator, presenters, the participants whose microphones are enabled, and the participants with raised hands. With the name or the phone number of participants, the participants list also displays icons next to each participant indicating: The status of the microphone of the participant. If the conference is secure, the audio icon contains an embedded lock icon. The status of the video of the participant. If the conference is secure, the video icon contains an embedded lock icon. That the participant virtually raised a hand. That web collaboration of the participant is in progress. That the participant is the moderator on the audio bridge or Collaboration Agent or both. Collaboration Agent window icons Icon Name Description Operator The participant is the operator. Table continues May 2013 Using Collaboration Agent 28

29 Supported web browsers and operating systems Icon Name Description Moderator Moderator for only Collaboration Agent Presenter Active speaker Raise Hand Web collaboration Audio Audio mute Secure audio Secure audio mute Video Video paused Secure video Secure video paused The participant is the moderator on the audio bridge and Collaboration Agent. The participant is the moderator on only Collaboration Agent. The participant is the presenter. The participant is the active speaker. The participant virtually raised a hand. The participant joined web collaboration. The participant is connected on the audio bridge, or is using the integrated audio on Collaboration Agent. The microphone of the participant is muted. If the participant uses the mute feature of the phone, Collaboration Agent might not update this icon to indicate that the microphone of the participant is muted. The participant is using a secure phone line. The participant is using a secure phone line and the microphone of the participant is muted. The participant is using the integrated video conference. The video of the participant is paused. The participant is using the integrated secure video conference. The secure video of the participant is paused. Supported web browsers and operating systems Enable pop-ups in your web browser for Collaboration Agent to function properly. Web browser Operating system Microsoft Internet Explorer 8 and later Windows 7 and 8 Microsoft Edge Windows 10 Mozilla Firefox version 10 and later Windows 7 and 8 Table continues May 2013 Using Collaboration Agent 29

30 Overview Web browser Operating system Apple OS X Google Chrome latest version Windows 7 and 8 Apple Safari latest version Apple OS X Apple OS X Web browser and operating system compatibility for the Avaya Aura Conferencing plug-in If you use an unsupported web browser or operating system, you cannot use the web collaboration or integrated audio and video features. 1 The enterprise network must have SBC deployed to support participants who log in to an integrated audio and video conference from outside the network. Web browsers supported Mozilla Firefox version 10 and later Microsoft Internet Explorer 8 and later Apple Safari latest version for Apple OS X Operating systems supported Windows 7, 32 bit and 64 bit Windows 8, 32 bit and 64 bit Windows 10, 32 bit and 64 bit Apple OS X 10.7 and later Web browsers not supported Microsoft Internet Explorer for Microsoft Metro Microsoft Edge Google Chrome Opera Any 64 bit version of browsers All other mobile browsers Operating systems not supported Older versions of Windows, such as Windows XP Android ios Google Chrome Linux Windows Mobile Plug-in requirements Collaboration Agent requires the following plug-ins installed in the web browser to use web collaboration and the integrated audio and video features: Adobe Flash version or later Sharing and Audio/Video plug-in 1 Compatibility information correct at the time of publication May 2013 Using Collaboration Agent 30

31 Conference checklist Conference checklist Before the conference Task 1 Review the default settings for: Fast Start Continuation Entry Tone Video 2 Create an list of all people to invite to the conference. View the URL of the conference in Dial-in and invite details of Conference Information. You do not need to log in to the conference to open Conference Information. Tip: You can copy and store the telephone number, URL, and the participant code of conferences. To prevent accidental publishing of the information, Collaboration Agent ensures that you cannot copy the host code. 3 Send an invitation that includes: The name and purpose of the conference. The date and time of the conference. Instructions for logging in to Collaboration Agent. Instructions for dialing in to the conference bridge number. Instructions for entering the participant code. Instructions for sending messages and annotating shared files and the virtual white board. Reminders to presenters to load documents for sharing in the library. 4 Upload your documents to the library for sharing. After the conference Task 1 Review and edit the meeting minutes recorded during the conference. 2 Distribute the meeting minutes to participants and other stakeholders of the conference. 3 Follow up on the action items and questions raised during the conference. May 2013 Using Collaboration Agent 31

32 Chapter 3: Logging in to Collaboration Agent Logging in to Collaboration Agent as a guest You can log in to multiple conferences using different web browsers. If you use Microsoft Surface Pro, you can improve your Collaboration Agent experience by reducing the Windows Explorer default zoom setting to 125% or less. 1. In your web browser, go to the Collaboration Agent URL. For example, address or server name/aacpa 2. In Collaboration Agent, enter your name and the meeting ID. The name must be from 2 to 31 characters long. Collaboration Agent displays the name in the participants list. If the Collaboration Agent address contains the meeting ID, Collaboration Agent automatically populates the ID. 3. (Optional) Select the Use browser for audio + video check box to use the web-based audio and video feature in your browser. With the web-based audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The web-based audio and video feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 4. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the webbased audio and video feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 5. Click Join Meeting. May 2013 Using Collaboration Agent 32

33 Welcome page field descriptions If the conference requires a passcode for security, Collaboration Agent displays the Passcode field. 6. (Optional) Enter the passcode, and click Go!. If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Using the integrated audio and video in conferences on page 50 Logging in to Collaboration Agent as a member on page 34 Installing the Avaya Aura Conferencing plug-in on page 49 Welcome page field descriptions Name Your Name Meeting ID Use browser for audio + video Sign in Description The name that Collaboration Agent displays in the participants list. This field supports only alphanumeric names from 2 to 31 characters in length. The ID of the conference. Collaboration Agent gives role-based privileges to conference participants who join conferences with the participant code, the moderator code, or the presenter code. If the Collaboration Agent URL contains the meeting ID, Collaboration Agent automatically populates this ID. The option to use the web-based audio and video feature in browsers. This feature requires a plug-in. If the plug-in is not installed, Collaboration Agent displays the option to install the plug-in. Log in to Collaboration Agent as a member. You must have an Avaya Aura Conferencing account to log in as a member. May 2013 Using Collaboration Agent 33

34 Logging in to Collaboration Agent Logging in to Collaboration Agent as a member If you use Microsoft Surface Pro, you can improve your Collaboration Agent experience by reducing the Windows Explorer default zoom setting to 125% or less. Before you begin You must have an Avaya Aura Conferencing account. 1. In your web browser, go to the Collaboration Agent URL. For example, address or server name/aacpa 2. Click Sign in. 3. Enter your user name and password. 4. (Optional) Select the Remember me check box to save your login credentials. 5. Click Sign in. Collaboration Agent displays the welcome page for members. 6. (Optional) Select the Use browser for audio + video check box to use the web-based audio and video feature in your browser. With the web-based audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The web-based audio and video feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 7. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the webbased audio and video feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 8. Click Join a Meeting. Collaboration Agent displays the Meeting ID field. 9. Enter the meeting ID, and click Go!. If the Collaboration Agent address contains the meeting ID, Collaboration Agent automatically populates the ID. If the conference requires a passcode for security, Collaboration Agent displays the Passcode field. 10. (Optional) Enter the passcode, and click Go!. May 2013 Using Collaboration Agent 34

35 Sign in field descriptions Next steps If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. Associate your phone number with your Collaboration Agent login. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Associating your phone with your Collaboration Agent account on page 51 Using the integrated audio and video in conferences on page 50 Logging in to Collaboration Agent as a guest on page 32 Installing the Avaya Aura Conferencing plug-in on page 49 Sign in field descriptions Name Password Description The name of the Avaya Aura Conferencing account. You cannot change the user name. This field supports alphanumeric characters. The domain of the Avaya Aura Conferencing account. Collaboration Agent automatically populates this field. The password of the Avaya Aura Conferencing account. Logging in to Collaboration Agent as a moderator You can log in to Collaboration Agent for a specific conference using only one communication address. Enter the moderator code to join conferences as a moderator. Only the first user who logs in using the moderator code connects to the conference as a moderator. Other users who log in with the moderator code connect as participants. If the moderator disconnects from the conference, Collaboration Agent automatically promotes the next user who logged in using the moderator code but connected as a participant. You can log in to a conference with either Avaya Communicator or Collaboration Agent. Avaya Aura Conferencing does not support logging in to a conference with both Avaya Communicator and Collaboration Agent. May 2013 Using Collaboration Agent 35

36 Logging in to Collaboration Agent If you use Microsoft Surface Pro, you can improve your Collaboration Agent experience by reducing the Windows Explorer default zoom setting to 125% or less. Before you begin You must have an Avaya Aura Conferencing account. 1. In your web browser, go to the Collaboration Agent URL. For example, address or server name/aacpa 2. Click Sign in. 3. Enter your user name and password. 4. (Optional) Select the Remember me check box to save your login credentials. 5. Click Sign in. Collaboration Agent displays the welcome page for members. 6. (Optional) Select the Use browser for audio + video check box to use the web-based audio and video feature in your browser. With the web-based audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The web-based audio and video feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 7. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the webbased audio and video feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 8. Do one of the following: To host your conference, click Start My Meeting. To join another conference as a moderator, click Join a Meeting, enter the meeting ID for moderators, and click Go!. If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. If the conference requires a passcode for security, Collaboration Agent displays the Passcode field. 9. (Optional) Enter the passcode, and click Go!. If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. May 2013 Using Collaboration Agent 36

37 Logging in to Collaboration Agent as a participant or presenter Next steps Associate your phone number with your Collaboration Agent login. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Associating your phone with your Collaboration Agent account on page 51 Logging in to Collaboration Agent as a participant or presenter You can log in to multiple conferences using different web browsers. You can log in to a conference with either Avaya Communicator or Collaboration Agent. Avaya Aura Conferencing does not support logging in to a conference with both Avaya Communicator and Collaboration Agent. If you use Microsoft Surface Pro, you can improve your Collaboration Agent experience by reducing the Windows Explorer default zoom setting to 125% or less. Before you begin You must have an Avaya Aura Conferencing account. 1. In your web browser, go to the Collaboration Agent URL. For example, address or server name/aacpa 2. Click Sign in. 3. Enter your user name and password. 4. (Optional) Select the Remember me check box to save your login credentials. 5. Click Sign in. Collaboration Agent displays the welcome page for members. 6. (Optional) Select the Use browser for audio + video check box to use the web-based audio and video feature in your browser. With the web-based audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The web-based audio and video feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 7. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. May 2013 Using Collaboration Agent 37

38 Logging in to Collaboration Agent Collaboration Agent displays the option to install the plug-in only when you use the webbased audio and video feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 8. Click Join a Meeting, and do one of the following: Enter the participant code to join as a participant. Enter the presenter code to join as a presenter. Enter the same participant or presenter code to log in to the audio conference and Collaboration Agent. If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. If the conference requires a passcode for security, Collaboration Agent displays the Passcode field. 9. (Optional) Enter the passcode, and click Go!. Next steps If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. Associate your phone number with your Collaboration Agent login. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Associating your phone with your Collaboration Agent account on page 51 Logging in to Collaboration Agent as an operator You can log in to a conference with either Avaya Communicator or Collaboration Agent. Avaya Aura Conferencing does not support logging in to a conference with both Avaya Communicator and Collaboration Agent. Conferences can have only one operator. If you use Microsoft Surface Pro, you can improve your Collaboration Agent experience by reducing the Windows Explorer default zoom setting to 125% or less. Before you begin Ensure that the system administrator selects Enable operator control in System Manager. Collaboration Agent displays Find a Moderator Code in the login window only if Enable operator control is enabled for your Avaya Aura Conferencing account. 1. Click Sign in. May 2013 Using Collaboration Agent 38

39 Logging in to Collaboration Agent as an operator 2. Enter your user name and password. 3. (Optional) Select the Remember me check box to save your login credentials. 4. Click Sign in. Collaboration Agent displays the welcome page for members. 5. (Optional) Select the Use browser for audio + video check box to use the web-based audio and video feature in your browser. With the web-based audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The web-based audio and video feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 6. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the webbased audio and video feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 7. In Find a Moderator Code, enter the user name or the meeting ID. The moderator code is required to gain operator control of the conference. 8. Click Search. Collaboration Agent populates the moderator code in the Meeting ID field. 9. Click Enter. If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. If the conference requires a passcode for security, Collaboration Agent displays the Passcode field. 10. (Optional) Enter the passcode, and click Go!. Next steps If the Collaboration Agent address contains the passcode, Collaboration Agent automatically populates the passcode. Associate your phone number with your Collaboration Agent login. Related links Installing the Avaya Aura Conferencing plug-in on page 49 Associating your phone with your Collaboration Agent account on page 51 May 2013 Using Collaboration Agent 39

40 Chapter 4: Configuring conferences Configuring conferences to start before the moderator joins Fast Start enabled conferences that start without a moderator do not include web collaboration. If Fast Start is: On: The participants can talk to each other on the audio bridge before the moderator joins. Off: The participants who log in conferences before the moderator hear an audio prompt and music. The audio prompt informs the participants that the moderator has not logged in. The conference starts after the moderator joins. You must be the moderator of your own MeetMe conference to modify the default settings. You cannot modify the default settings of the conferences of other users. You cannot change the default settings of active conferences. Note: This is an optional feature. Your system administrator must enable this feature. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click the Fast Start toggle switch to allow or prevent the conference from starting without a moderator. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 May 2013 Using Collaboration Agent 40

41 Configuring conferences to remain active after the moderator disconnects Configuring conferences to remain active after the moderator disconnects Configure conferences to remain active even after the moderator of the audio bridge disconnects. If Continuation is: On: The conferences remain active after the moderator of the audio bridge disconnects. Off: The conferences end a short period after the moderator disconnects. When the moderator disconnects, Collaboration Agent might automatically promote a participant who earlier tried to log in with the moderator code to the moderator role. You must be the moderator of your own MeetMe conference to modify the default settings. You cannot modify the default settings of the conferences of other users. You cannot change the default settings of active conferences. Standalone web collaboration sessions continue after the moderator disconnects from Collaboration Agent. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click the Continuation toggle switch to allow or prevent conferences from continuing after the moderator disconnects. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 Enabling and disabling conference continuation during conferences on page 45 Configuring entry and exit tones Configure Entry Tone to enable or disable a tone when participants join and disconnect from conferences. You must be the moderator of your own MeetMe conference to modify the default settings. You cannot modify the default settings of the conferences of other users. You cannot change the default settings of active conferences. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. May 2013 Using Collaboration Agent 41

42 Configuring conferences 3. Click the Entry Tone toggle switch to enable or disable the entry and exit tones. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 Enabling and disabling entry and exit tones during conferences on page 46 Configuring video in conferences You cannot configure Video during active conferences. You must be the moderator of your own MeetMe conference to modify the default settings. You cannot modify the default settings of the conferences of other users. You cannot change the default settings of active conferences. Note: This is an optional feature. Your system administrator must enable this feature. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click the Video toggle switch to enable or disable video. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 Configuring conferences to automatically start recording Moderators can also manually start and stop recording during active conferences. Note: This is an optional feature. Your system administrator must enable this feature. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. May 2013 Using Collaboration Agent 42

43 Configuring conferences to promote all participants to the presenter role 3. Click the Auto Record toggle switch to enable or disable the automatic recording of your conferences. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 Configuring conferences to promote all participants to the presenter role Configure conferences to automatically promote all participants to the presenter role. Presentation Mode is enabled by default. You cannot enable Presentation Mode for: Event conferences. Conferences with the Lecture mode enabled. When Presentation Mode is enabled, you cannot demote the participants promoted to the presenter role. You must be the moderator of your own MeetMe conference to modify the default settings. You cannot modify the default settings of the conferences of other users. You cannot change the default settings of active conferences. Note: This is an optional feature. Your system administrator must enable this feature. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click the Presentation Mode toggle switch to enable or disable conferences to promote all participants to the presenter role. 4. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 Promoting and demoting all participants to the presenter role during conferences on page 46 May 2013 Using Collaboration Agent 43

44 Configuring conferences Configuring an additional passcode for more secure conferences Configure My Passcodes to make conferences more secure. Before you begin The system administrator must enable My Passcodes. 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click My Passcodes. 4. Select the Require participant passcode check box to enable or disable the additional passcode for your conferences. Collaboration Agent automatically generates the moderator and participant passcodes. 5. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 My Passcodes on page 19 My Passcodes field descriptions Name Require participant passcode Moderator passcode Participant passcode Description The option to enable or disable an additional passcode for more secure conferences. Conference participants enter this passcode after the participant code. The passcodes can be modified only if this check box is cleared. The additional passcode for moderators. Conference moderators enter this passcode after the moderator code. The additional passcode for participants. Conference participants enter this passcode after the participant code. May 2013 Using Collaboration Agent 44

45 Modifying the additional passcode for more secure conferences Modifying the additional passcode for more secure conferences 1. Log in to Collaboration Agent as the moderator. 2. Click Default Settings. 3. Click My Passcodes. 4. Enter the new passcodes. 5. Click Save. Related links Logging in to Collaboration Agent as a moderator on page 35 My Passcodes on page 19 Configuring conference controls Enabling and disabling conference continuation during conferences Configure conferences to remain active even after the moderator of the audio bridge disconnects. If Continuation is: On: The conferences remain active after the moderator of the audio bridge disconnects. Off: The conferences end a short period after the moderator disconnects. When the moderator disconnects, Collaboration Agent might automatically promote a participant who earlier tried to log in with the moderator code to the moderator role. 1. Click Conference Controls. 2. Click Continuation. You can also: Press *98 on the phone dialpad. Permanently enable and disable Continuation in Default Settings. The conference continues even after the moderator disconnects and ends when the last participant disconnects. May 2013 Using Collaboration Agent 45

46 Configuring conferences 3. Click Continuation again to disable conference continuation. Related links Configuring conferences to remain active after the moderator disconnects on page 41 Logging in to Collaboration Agent as a moderator on page 35 Enabling and disabling entry and exit tones during conferences 1. Click Conference Controls. 2. Click Entry Tone. You can also: Press *4 on the phone dialpad. Permanently enable and disable Entry Tone in Default Settings. Avaya Aura Conferencing plays a tone when participants connect or disconnect from the conference. 3. Click Entry Tone again to disable the tone. Related links Configuring entry and exit tones on page 41 Logging in to Collaboration Agent as a moderator on page 35 Promoting and demoting all participants to the presenter role during conferences Configure conferences to automatically promote all participants to the presenter role. Presentation Mode is enabled by default. You cannot enable Presentation Mode for: Event conferences. Conferences with the Lecture mode enabled. When Presentation Mode is enabled, you cannot demote the participants promoted to the presenter role. If Fast Start is enabled, all participants can start web collaboration before the moderator logs in to the conference. If Fast Start is disabled, only the moderator can start web collaboration, but Collaboration Agent promotes all participants with the web collaboration capability to the presenter role. May 2013 Using Collaboration Agent 46

47 Configuring conference controls Note: This is an optional feature. Your system administrator must enable this feature. 1. Click Conference Controls. 2. Click Presentation Mode. You can also permanently enable and disable Presentation Mode in Default Settings. Collaboration Agent promotes all the participants with web collaboration capability to the presenter role and starts web collaboration. 3. Click Presentation Mode again to disable the mode. The moderator can enable web collaboration again and promote participants to the presenter role. Collaboration Agent demotes the promoted presenters to the participant role and stops web collaboration. Related links Configuring conferences to promote all participants to the presenter role on page 43 Logging in to Collaboration Agent as a moderator on page 35 Configuring conferences to start before the moderator joins on page 40 Muting and enabling the microphones of all participants during conferences Only moderators can enable and disable Lecture mode. Using Lecture mode, you can mute the microphones of all participants in the conference. The participants cannot enable their own microphones, but the moderator can enable the microphones of specific participants. After the moderator enables the microphone of a participant, the participant can mute and enable the microphone himself. Note: Event conferences automatically start in Lecture mode. You cannot disable Lecture mode in Event conferences. 1. Click Conference Controls. 2. Click Lecture. You can also press *5 on the phone dial pad. Avaya Aura Conferencing mutes the microphones of all participants, except the moderator. May 2013 Using Collaboration Agent 47

48 Configuring conferences 3. Click Lecture again to disable the mode. Locking and unlocking conferences You can lock the conference to prevent more participants from joining the audio conference or the Collaboration Agent conference. If some participants join the audio conference, but do not log in to the Collaboration Agent conference, these participants cannot join the web conference later in the locked conference. Only moderators can lock and unlock conferences. 1. Click Conference Controls. 2. Click Lock. You can also press *7 on the phone dial pad. Collaboration Agent locks the conference to prevent more participants from joining the conference. 3. Click Lock again to unlock the conference. May 2013 Using Collaboration Agent 48

49 Chapter 5: Participating in conferences Installing the Avaya Aura Conferencing plug-in Install the Avaya Aura Conferencing plug-in for each new Collaboration Agent instance or IP address that you use. For the web collaboration feature, Collaboration Agent needs the plug-in only if users want to share the desktop or a specific application. If you disable the plug-in, Collaboration Agent prompts you to download the plug-in again when you share content the next time. If you install the plug-in again, the operating system of your computer might display the following message: This program might not have installed correctly. 1. In your web browser, go to the Collaboration Agent URL. For example, address or server name/aacpa 2. Select the Use browser for audio + video check box. With the integrated audio and video feature, you can use headphones with microphone or your computer s integrated speakers and microphone for audio. You do not need to dial in separately using a telephone. The audio and video conferencing and web collaboration features require a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 3. Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the integrated audio and video or the web collaboration feature for the first time, if you disable the plug-in, or if the plug-in requires an update. Collaboration Agent displays a prompt to save the file. 4. Save the plug-in installation file. The operating system firewall might display a warning when you download the plug-in. Click the appropriate option for the firewall to allow access to the plug-in. May 2013 Using Collaboration Agent 49

50 Participating in conferences 5. Run the installation file, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Related links Sending Collaboration Agent logs on page 84 Removing the Avaya Aura Conferencing plug-in When you remove the Avaya Aura Conferencing plug-in, the operating system does not prompt you to confirm if you want to remove the plug-in. After you remove the plug-in, Collaboration Agent prompts you to download the plug-in when you use the integrated audio and video or the web collaboration feature next time. Run the installation file, and follow the instructions in Avaya Aura Conferencing Plugins Installer. The installation file is the same file that you used to install the plug-in. The name of the file is avaya_aac_avplugin_<version>.dmg. Using the integrated audio and video in conferences Use this procedure to stream audio or video or both. Note: Integrated video is an optional feature. Your system administrator must enable this feature. Before you begin Log in to Collaboration Agent as a member or guest. Install the plug-in for web collaboration and audio and video conferencing for each new Collaboration Agent instance or IP address that you use. 1. Click Add Audio or Video. Collaboration Agent displays the Add audio or video to this meeting window. 2. Click or Use browser for audio + video to use the web-based audio and video in your browser. 3. (Optional) Select the microphone and speaker devices, and set the volume levels. May 2013 Using Collaboration Agent 50

51 Dialing out to yourself from Collaboration Agent 4. Click Start Browser Audio + Video. Related links Logging in to Collaboration Agent as a guest on page 32 Logging in to Collaboration Agent as a member on page 34 Installing the Avaya Aura Conferencing plug-in on page 49 Dialing out to yourself from Collaboration Agent Dial out to your phone from Collaboration Agent and connect to the audio bridge. When you dial out from Collaboration Agent, you can call a phone by entering the PSTN number. You also do not need to enter the conference access code to join conferences. To dial in to the meeting, use the I ll call in option to view the phone numbers to call from different regions. Note: This is an optional feature. Your system administrator must enable this feature. Before you begin Log in to Collaboration Agent as a member or guest. 1. Click Add Audio or Video. Collaboration Agent displays the Add audio or video to this meeting window. 2. Click Call me. 3. Enter your phone number, and click Call me into the meeting. Related links Logging in to Collaboration Agent as a guest on page 32 Logging in to Collaboration Agent as a member on page 34 Associating your phone with your Collaboration Agent account 1. In the participants list, select your name. 2. Click Participant Controls. May 2013 Using Collaboration Agent 51

52 Participating in conferences Result 3. Click Identify my phone. You can also right-click your name in the participants list, and click Identify my phone. 4. Select your phone number from the list. 5. Click OK. Avaya Aura Conferencing associates your phone number with your Collaboration Agent account, and Collaboration Agent displays your login as one entry in the participants list. Dissociating your phone from your Collaboration Agent account Before you begin Associate your phone number with your Collaboration Agent account. 1. In the participants list, select your name. 2. Click Participant Controls. 3. Click Not my phone. You can also right-click your name in the participants list, and click Not my phone. 4. (Optional) Select Never associate me with this audio point to end the permanent association of your phone and your Collaboration Agent account. 5. Click Yes. Raising and lowering your hand Virtually raised your hand to attract the attention of the moderator. Users with the following roles cannot virtually raise hands: Moderator Guests in Event conferences Participants who do not have a phone associated with their Collaboration Agent account. If you are an audio-only participant, use the dial pad commands. May 2013 Using Collaboration Agent 52

53 Muting and enabling your microphone 1. In the participants list, select your name. 2. Click Participant Controls. 3. Click Raise Hand. You can also right-click your name, and click Raise Hand. 4. Click Raise Hand again to lower your hand. Related links Viewing dial pad commands on page 56 Moderator and participant dial pad commands on page 25 Muting and enabling your microphone You can only mute and enable your own microphone. In Event conferences, you can mute and enable your microphone only after the moderator enables your microphone for the first time. If you are an audio-only participant, use the dial pad commands. Before you begin Associate your phone number with your Collaboration Agent account. 1. In the participants list, select your name. 2. Click Participant Controls. 3. Click Mute. You can also: Right-click your name in the participants list, and click Mute. Click Mute myself in the upper-right corner. 4. Click Mute again to enable your microphone. Related links Viewing dial pad commands on page 56 Moderator and participant dial pad commands on page 25 May 2013 Using Collaboration Agent 53

54 Participating in conferences Pausing and starting your video You can pause and start only your own video. Note: Integrated video is an optional feature. Your system administrator must enable this feature. 1. In the participants list, select your name. 2. Click Participant Controls. 3. Click Pause video. You can also: Right-click your name, and click Pause video. Click Pause video. 4. Click Pause video again to start your video. Related links Viewing dial pad commands on page 56 Moderator and participant dial pad commands on page 25 Sending messages 1. Click Start sharing Click Messages. 3. Select: All Participants to send a public message. The name of a participant to send a private message. 4. Type your message, and click Send. May 2013 Using Collaboration Agent 54

55 Granting remote control of the shared desktop Granting remote control of the shared desktop Use this procedure to grant remote control of the shared desktop or the shared application to conference participants. When you share the desktop or the application, Collaboration Agent displays Grant control of shared desktop on the top of Collaboration Agent. The participant who has remote control can use the keyboard and mouse to control the shared desktop or application. The participant can also use key combinations as shortcuts and paste text on your desktop. The participant cannot use the following keys: The Ctrl+Alt+Delete keyboard shortcut. The function keys. Before you begin Share your desktop or an application. 1. Click Grant control of shared desktop. Collaboration Agent displays the Grant control to window. 2. Select a participant, and click Ok. Requesting remote control of the shared content Use this procedure to request presenters to gain control of the shared content. When the presenter is sharing content, Collaboration Agent displays Request control on the top of Collaboration Agent Your remote control of the shared content ends if the presenter stops sharing the content. Collaboration Agent does not display a warning before stopping your remote control. Presenters can also stop your remote control of the shared desktop or application. Before you begin A presenter must be sharing content. Click Request control. May 2013 Using Collaboration Agent 55

56 Participating in conferences Viewing dial pad commands You can use the dial pad on your phone to enter touchtone commands and manage the features of conferences. The type of touchtone commands that you can enter depends on your user role and the conference type. 1. Click Conference Information. 2. In the Conference Information window, click Touch-tone commands. 3. Click one of the following tabs: Participant Moderator Related links Moderator and participant dial pad commands on page 25 Capturing the attendance snapshot Use this procedure to capture the list of participants in the conference. Collaboration Agent displays the list in a dialog box. The attendance list contains names of the participants and the entry and exit times. You can: Print the attendance list. Copy the text on a clipboard. Copy and paste the attendance list in Microsoft Excel, which preserves the format. Tip: The attendance snapshot captures only a specific moment in the conference. Use the recording feature to get a true representation of the attendance for the full duration of the conference. Before you begin Enable pop-ups in your web browser. 1. Click Conference Information. 2. Click Participation Reports. May 2013 Using Collaboration Agent 56

57 Searching for participants Searching for participants The participants list displays only a limited number of participants. The search feature searches the entire list. Use this procedure in Event conferences to find participants who are not visible in the participants list. 1. Click Filter By Participant Name. Collaboration Agent expands the button to type the name of a participant. 2. Enter the name of the participant. For example, if you want to find the moderator, enter moderator. 3. To cancel the search and view all participants in the Collaboration Agent list, click X in Filter By Participant Name. Disconnecting from conferences Result 1. In the participants list, select your name. 2. Click Participant Controls. 3. Click Drop from Call. You can also right-click your name in the participants list, and click Drop from Call. Avaya Aura Conferencing disconnects all phones associated with your Collaboration Agent login. To stay connected on Collaboration Agent, disconnect only your phone. May 2013 Using Collaboration Agent 57

58 Chapter 6: Managing conferences Adding participants to conferences Dial out to the phones of users from Collaboration Agent and connect the users to the audio bridge. When you dial out from Collaboration Agent, you can call a phone by entering the PSTN number. You also do not need to enter the conference access code to join conferences. Note: This is an optional feature. Your system administrator must enable this feature. 1. Click Add Participants. Collaboration Agent displays the Add Participants window. 2. Enter the phone number of the participant. 3. Click Add to Call. Associating the phones of participants with their Collaboration Agent accounts During a conference, you can associate the phones of participants with their Collaboration Agent accounts. Collaboration Agent merges the two different entries of participants from the Collaboration Agent login and the audio bridge connection. Merging different entries of participants also simplifies the participants list and makes the management of participants easier. Only moderators can perform this task. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Select the name and the phone number of the participant to associate. May 2013 Using Collaboration Agent 58

59 Dissociating the phones of participants from their Collaboration Agent accounts Result 4. Click Merge phone and collab. You can also right-click the name of the participant in the participants list, and click Merge phone and collab. Collaboration Agent merges the two selected participant entries and displays one entry for the participant. Dissociating the phones of participants from their Collaboration Agent accounts You can dissociate the phones of participants from their Collaboration Agent accounts. Only moderators can perform this task. Before you begin The participants list must have a merged entry, which was created from two different entries of a participant. Result 1. In the participants list, select a merged entry. In merged entries, when you pause the mouse cursor on the participant name, Collaboration Agent displays the phone number of the participant. 2. Click Participant Controls. 3. Select Separate. You can also right-click the name of the participant in the participants list, and click Separate. Collaboration Agent separates the merged entry of a participant into two different entries for the Collaboration Agent account and the phone. Muting and enabling the microphone of participants Mute and enable the microphones of all participants or specific participants. Muted participants can enable their own microphones. In Event conferences, all participants are muted and cannot enable their microphones. After the moderator enables the microphones of the May 2013 Using Collaboration Agent 59

60 Managing conferences participants in Event conferences for the first time, the participants can mute and enable their microphones. Only moderators can perform this task. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Mute. You can also right-click the name of the participant in the participants list, and click Mute. 4. Click Mute again to enable the microphone of the participant. Lowering raised hands of participants Only moderators can perform this task. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Raise Hand. You can also right-click the name of the participant in the participants list, and click Raise Hand. Pausing and starting the video of participants Only moderators can perform this task. Note: Integrated video is an optional feature. Your system administrator must enable this feature. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Pause video. May 2013 Using Collaboration Agent 60

61 Promoting participants to the moderator role You can also right-click the name of the participant in the participants list, and click Pause video. 4. Click Pause video again to start the video of the participant. Promoting participants to the moderator role When you promote a participant to the moderator role, Avaya Aura Conferencing promotes the participant on the audio conference and on Collaboration Agent. If you promote an audio-only participant before the participant logs in to Collaboration Agent, the audio-only participant logs in with the participant role. You cannot demote participants promoted to the moderator role. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Promote to moderator. You can also right-click the name of the participant in the participants list, and click Promote to moderator. Collaboration Agent displays a confirmation message. 4. Click Yes. Promoting participants to the presenter role Promote participants to the presenter role, so that the promoted participants can share documents, applications, or a virtual whiteboard. By default, only the moderator can present content to the participants in a conference. 1. Click Start sharing In the participants list, select the name of the participant. 3. Click Participant Controls. 4. Click Promote to presenter. May 2013 Using Collaboration Agent 61

62 Managing conferences You can also right-click the name of the participant in the participants list, and click Promote to presenter. Demoting participants from the presenter role Before you begin Ensure that there is a presenter in the conference. 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Promote to presenter. You can also right-click the name of the participant in the participants list, and click Promote to presenter. Disconnecting participants Result 1. In the participants list, select the name of the participant. 2. Click Participant Controls. 3. Click Drop from Call. You can also right-click the name of the participant in the participants list, and click Drop from Call. Avaya Aura Conferencing disconnects all phones associated with the selected participant from the conference. If the phone and the Collaboration Agent account are associated, Avaya Aura Conferencing disconnects both the phone and Collaboration Agent. May 2013 Using Collaboration Agent 62

63 Chapter 7: Sharing content Library management Uploading documents to the library The library supports maximum 50 documents. You can upload documents that: Are not encrypted with a password. Contain less than 300 pages. Have a maximum size of 30 MB. Only moderators and presenters can upload documents to the library. Before you begin Log in to Collaboration Agent. Close the documents to upload. 1. Click My Meeting Resources > Library. If you are in an active web conference, you can also click My Library at the bottom of the window. Collaboration Agent displays the My Library window. 2. Click Upload, and select the document to upload. Renaming documents in the library Before you begin Log in to Collaboration Agent. 1. Click My Meeting Resources > Library. May 2013 Using Collaboration Agent 63

64 Sharing content If you are in an active web conference, you can also click My Library at the bottom of the window. Collaboration Agent displays the My Library window. 2. Select a document. 3. Click Rename. 4. Type the new name in the dialog box. 5. Click Save. Deleting documents in the library Before you begin Log in to Collaboration Agent. 1. Click My Meeting Resources > Library. If you are in an active web conference, you can also click My Library at the bottom of the window. Collaboration Agent displays the My Library window. 2. Select a document. 3. Click Delete. Collaboration Agent asks for a confirmation. 4. Click OK. Sorting documents in the library 1. Click My Meeting Resources > Library. If you are in an active web conference, you can also click My Library at the bottom of the window. Collaboration Agent displays the My Library window. 2. Click one of the following options: Presentations Documents Pictures Collaboration Agent displays the type of documents that you select. May 2013 Using Collaboration Agent 64

65 Document sharing 3. Click your choice again to reverse the filter. Document sharing Sharing documents from the library If you disconnect from the conference without ending the document sharing, the sharing on the conference continues. Before you begin Upload the documents to the library. 1. Click Start sharing Click Document from library. 3. On the My Library window, select one of the following document types: Presentations Documents Pictures 4. Select a document. 5. Click Share. Related links Changing the type of content sharing on page 69 Sharing virtual whiteboards on page 66 Sharing the desktop on page 68 Browsing shared content independently Browse a shared document independently of the moderator or presenter. Before you begin The moderator or the presenter must be sharing content in the web collaboration session. Click Browse shared content in private pop-up window. May 2013 Using Collaboration Agent 65

66 Sharing content Shared document buttons Button Name Description Auto fit Zoom out Zoom in Magnification slider First page Previous page Next page Last page Browse shared content in private pop-up window Page gallery Automatically fits the shared content to the window size. Decreases the zoom setting of the shared document. Increases the zoom setting of the shared document. Changes the zoom setting of the shared document. This slider operates independently of Auto fit. Goes to the first page of the shared document. Goes to the previous page of the shared document. Goes to the next page of the shared document. Go to the last page of the shared document. Opens the shared document in a separate window to browse the document independently of the presenter. Opens a thumbnail gallery of the document pages for easy navigation. Clicking a thumbnail opens the page. Virtual whiteboard sharing Sharing virtual whiteboards Share text or drawings with other participants on a virtual whiteboard. Use the annotation tools to create, delete, and annotate the whiteboard. When the moderator or presenter displays a whiteboard, other participants also can annotate the whiteboard. Tip: When you pause the mouse pointer over an annotation, Collaboration Agent displays a pop-up window that shows the name of the participant who added the annotation. May 2013 Using Collaboration Agent 66

67 Virtual whiteboard sharing 1. Click Start sharing Select Whiteboard. Related links Shared content annotation tools on page 70 Changing the type of content sharing on page 69 Sharing documents from the library on page 65 Sharing the desktop on page 68 Adding virtual whiteboards Before you begin Share a virtual whiteboard. Click Add whiteboard. Deleting virtual whiteboards Before you begin Share multiple whiteboards. 1. Click Delete whiteboard. Collaboration Agent displays a confirmation message. 2. Click OK. Virtual whiteboard buttons Button Name Description Auto fit Automatically fits the shared content to the window size. Zoom out Decreases the zoom setting of the shared document. Zoom in Increases the zoom setting of the shared document. Magnification slider Changes the zoom setting of the shared document. This slider operates independently of Auto fit. Table continues May 2013 Using Collaboration Agent 67

68 Sharing content Button Name Description Previous whiteboard Goes to the previous whiteboard. Next whiteboard Goes to the next whiteboard. Whiteboard number Displays the title of the current whiteboard. Whiteboard list Displays a list of the open whiteboards. Desktop sharing Sharing the desktop Use this procedure to share the entire desktop, part of your desktop, or a specific application. Before you begin Enable pop-up windows in your web browser. 1. Click Start sharing... The desktop sharing feature requires a plug-in. If the plug-in is not installed in your browser, Collaboration Agent displays the option to install the plug-in. 2. (Optional) Click Install now, let s do this!, and follow the instructions in Avaya Aura Conferencing Plugins Installer. Collaboration Agent displays the option to install the plug-in only when you use the web collaboration feature for the first time, if you disable the plug-in, or if the plug-in requires an update. 3. Select one of the following options: Entire screen Portion of screen: Collaboration Agent displays a box that you can move and resize to display only a specific part of the desktop. Application window: Collaboration Agent displays the Choose application window to select the application. If you share an application, do not minimize the application window that you are sharing. Collaboration Agent stops the application sharing if you minimize the window. If you use May 2013 Using Collaboration Agent 68

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