COLLABORATE DESKTOP USER GUIDE

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1 COLLABORATE DESKTOP USER GUIDE

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3 C learone 5225 Wiley Post Way S uite 500 S alt Lake C ity, UT Telephone Tech Sales FAX E -mail tech.support@clearone.com support@netstreams.com On the Web Collaborate Desktop USER GUIDE C LE AR O NE DOC UME NT DOC Rev November ClearOne and NetStreams - All rights reserved. No part of this document may be reproduced in any form or by any means without written permission from ClearOne and NetStreams. Printed in the United States of America. ClearOne and NetStreams reserves speci c privileges. Information in this document is subject to change without notice. WAR NING : This is a class A product. In a domestic environment this product may caus e radio interference in which case the user may be required to take adequate measures.

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5 2012 ClearOne. All Rights Reserved. Information in this document is subject to change without notice. No part of this document can be reproduced or transmitted in any form or by any means - electronic or mechanical - for any purpose without written permission from ClearOne. Collaborate Central is a registered trademark of ClearOne. All other product names are trademarks or registered trademarks of their respective companies or organizations. Limited Warranty ClearOne warrants that SOFTWARE will perform according to accompanying user documentation for a period of 90 (ninety) days from the date of receipt; replacement SOFTWARE will be warranted for 90 (ninety) days from the date of receipt. This Limited Warranty shall not apply to any product that in the opinion of ClearOne has not been installed or upgraded according to accompanying documentation from ClearOne or been subject to misuse, misapplication, negligence or accident while in the hands of the purchaser. GRANT OF LICENSE ClearOne grants the Purchaser a non-exclusive and non-transferable license to use the SOFTWARE product and to make one copy solely for backup or archival purposes, which may include user documentation provided via online or other electronic form. Additional copies may not be made nor may anyone else be allowed to copy or otherwise reproduce any part of the licensed software without prior written consent of ClearOne COPYRIGHT All trademarks), logo(s), name(s), software, documentation and other supporting materials relating to the Product are trademarked, copyrighted or owned by ClearOne as proprietary information protected by United States copyright laws and international and applicable national treaty provisions and laws. Software protection extends beyond its literal code to structure, sequence and organization; any unauthorized use or modification would constitute a misappropriation of ClearOne s proprietary rights and a violation of the License agreement. LIABILITIES ClearOne s entire liability and the Purchaser s exclusive remedy shall be at ClearOne s option, either return of the price paid or repair/replacement of the Product not meeting ClearOne s declared Limited warranty. ClearOne or its suppliers shall not be liable in any event to anyone for any indirect, incidental, consequential, special or exemplary damages including without limitation damages for loss of business profits, business interruptions, business information or other pecuniary loss arising out of the use of or inability to use the said Product even if advised of the possibility of such damages. In any case, ClearOne s entire liability under any provision of this agreement shall be limited to the amount actually paid by the Purchase for the Product.

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7 Table of Contents Chapter 1: Welcome to Collaborate Desktop Help! In this Chapter Welcome to Collaborate Desktop Documentation! Using the Online Help Contacting ClearOne Technical Support Chapter 2: Starting Collaborate Desktop In this Chapter Starting Collaborate Desktop Logging into Collaborate Central Changing Your Collaborate Central Password Collaborate Desktop Setup Multiple IP Address User Profiles List Adding a New User Profile Editing a User Profile Deleting a User Profile Showing Profile List During Collaborate Desktop Startup Chapter 3: Making Videoconferences In this Chapter Making Videoconferences Starting Videoconferences Manually Personal Phone Book Speed Dial Online Directory Chairing an Interactive Multicast Participating in an Interactive Multicast Watching a Multicast Audio only Call Outgoing Call Message Answering Videoconference Calls Automatically Accepting Incoming Calls Accepting Calls Manually Incoming Call Message Ending a Videoconference Opening the Conference Moderator Desktop Sharing Data Sharing Option The Conference State Grabbing Pictures Collaborate Desktop: User Guide 7

8 Grabbing Pictures Saving a Grabbed Picture Telephony Exchange Functions Telephony Exchange Functions Picking Up a Call For a Specific User Picking Up Any Ringing Call Setting Call Forwarding Selecting a Call Forward Destination Transferring a Call to Another Contact From the Manual Dialer From the Personal Phone Book, Speed Dial, or Online Directory Inviting Another Contact Into an Ad-hoc Conference Manually From the Dialer Interactive Multicast Interactive Multicasts Chairing an Interactive Multicast Chairing an Interactive Multicast Starting an Interactive Multicast Multicast Session Properties Calling Participants to an Interactive Multicast The Outgoing Tab - Interactive Multicast The Control Tab - Interactive Multicast Ending an Interactive Multicast Participating in an Interactive Multicast Participating in an Interactive Multicast Entering an Interactive Multicast Requesting the Floor ClearOne Multicast Viewer ClearOne Multicast Viewer The Multicast Viewer List Chapter 4: Controlling Video In this Chapter The Camera Controller The PTZ Camera Controller Adjusting the Color of the Local Video Controlling a Pan / Tilt / Zoom (PTZ) Camera Preset Camera Positions Saving a Preset Position Moving to a Preset Position Switching Between Video Sources Muting the Outgoing Video Adjusting Call Properties Synchronizing Video and Audio Collaborate Desktop: User Guide

9 Video Frame Rate / Quality Chapter 5: Controlling Audio In this Chapter Adjusting the Volume Muting the Audio Muting Outgoing Audio Muting Incoming Audio Audio Tuning Wizard Chapter 6: Application Configuration In this Chapter Accessing Collaborate Desktop Configuration Settings Calls Settings Calls Settings General Settings Ringing Settings Multicast Settings Call Forwarding Settings General Settings General Settings User Info Settings License Details Shortcuts Settings Display Settings Hardware Settings Hardware Settings Audio Settings ISDN Settings ISDN Adapter Settings Camera Settings Network Settings Network Settings Login Settings Firewall & NAT Settings Directory Settings SIP Settings Chapter 7: Setting Up the Dialer In this Chapter Setting Up the Dialer Overview Adding a Personal Phone Book Contact During a Videoconference Manually Editing a Personal Phone Book Contact Personal Phone Book Contact Details Collaborate Desktop: User Guide 9

10 Adding a Picture to a Personal Phone Book Contact From the Grabbed Picture Window Through the Personal Phone Book Contact Details Deleting a Personal Phone Book Contact Adding and Removing a Speed Dial Contact Removing a Speed Dial Contact Adding an Online Directory Contact to the Personal Phone Book Online Directory Contact Details Chapter 8: The Main Viewer In this Chapter Normal Mode Customizing Collaborate Desktop Customizing Collaborate Desktop Customizing Shortcut Buttons Customizing the Shortcut Tray Changing a Shortcut's Location in the Shortcut Tray Restoring the Default Shortcut Tray Configuration Shortcuts Settings General Settings Resizing the Video Window Resizing the Video Window Normal Mode Mini Mode Large Mode Full Screen Mode Application Elements Application Elements The Video Window The Manual Dialer The Call Log Dialing a Contact from the Call Log Adding a Contact to the Phone Book Deleting a Contact from the Call Log The Drawer The Drawer Tab The Dialer The Conference Tab The Settings Tab Main Viewer Menus Main Viewer Menus The Control Menu The Dialer Menu The View Menu The Help Menu Collaborate Desktop: User Guide

11 Conferencing Controls and Command Buttons Shortcut Buttons Chapter 9: Glossary Chapter 10: Index Collaborate Desktop: User Guide 11

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13 Chapter 1: Welcome to Collaborate Desktop Help! IN THIS CHAPTER This chapter introduces the Collaborate Desktop documentation and help services and includes the following sections: Welcome to Collaborate Desktop Documentation! Using the Online Help Contacting ClearOne Technical Support WELCOME TO COLLABORATE DESKTOP DOCUMENTATION! This Help utility explains how to use Collaborate Desktop's features, provides instructions for participating in conferences, and provides details of videoconferencing concepts so that you can get the most out of Collaborate Desktop. To get started, click one of the following topics: Starting Collaborate Desktop Making Videoconferences Controlling Video Setting Up Collaborate Desktop's Configuration Setting Up the Dialer Resizing the Video Window Controlling Audio Telephony Exchange Functions Multi-Party Conferencing with Interactive Multicast Desktop Sharing Data Sharing Option Collaborate Desktop: User Guide 13

14 USING THE ONLINE HELP This online help was designed to help you use your ClearOne Collaborate Desktop videoconferencing system easily and to enjoy its many features. You can open Help at any time by: Opening the Help menu near the top of the Main Viewer and selecting: Contents to open the Table of Contents of topics and procedures. To open a topic, click the topic. Index to open the Index of keywords. To open a topic, double-click the keyword or term. Search to search for topics containing a specific word or phrase. Enter the word(s) you need and select List Topics. All topics that contain at least one match for your word(s) are then listed. Clicking the? button to receive information about the open window, dialog box, tab, or function. Pressing the <F1> key on your keyboard to receive information about the open window, dialog box, tab, or function. 14 Collaborate Desktop: User Guide

15 CONTACTING CLEARONE TECHNICAL SUPPORT This Help utility was designed to help you set up Collaborate Desktop and conduct videoconferences easily so that you can enjoy its many features. If a situation occurs that is not covered by the Help or the supplied Getting Started Guide, contact your local ClearOne distributor and request assistance from their ClearOne-trained technical support department. Please describe the problem, device, and PC operating system (if applicable), and any other relevant details. Also, you may access the Technical Support section of the ClearOne website ( in order to check its knowledge base or initiate other customer support processes: Page Support Notes Downloads Demo Numbers License Key Requests Type of support Troubleshoot or receive technical information about specific ClearOne products. Download a new software release or a free product evaluation. Test your videoconferencing system. Request a permanent license key for your organization s Collaborate Central(s), if applicable. Collaborate Desktop: User Guide 15

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17 Chapter 2: Starting Collaborate Desktop IN THIS CHAPTER This chapter explains how to access and set up Collaborate Desktop and includes the following sections: Starting Collaborate Desktop Logging into Collaborate Central Changing Your Collaborate Central Password Collaborate Desktop Setup Multiple IP Address User Profiles List STARTING COLLABORATE DESKTOP Collaborate Desktop's Start procedure varies, depending on whether or not your system will be in a videoconferencing network managed by Collaborate Central, or if your computer has more than one IP address defined in its Network configuration. To start Collaborate Desktop: 1. In the Windows Desktop, double-click the ClearOne Collaborate Desktop icon. 2. According to the relevant situation, perform the rest of the startup procedure: Your system is managed by Collaborate Central. Your system is managed by a non-clearone gatekeeper or runs in a standalone configuration (no gatekeeper management). Is this the first time that you are running Collaborate Desktop? Enter setup information. NOTE: If you want Collaborate Desktop to start automatically whenever your computer starts up, select the Load on Startup (Minimized to Tray) option when you run Collaborate Desktop for the first time or log into Collaborate Central for the first time. Afterwards, you can select or deselect this option in the Display Settings. Collaborate Desktop: User Guide 17

18 LOGGING INTO COLLABORATE CENTRAL NOTE: This task is only applicable to Collaborate Desktop applications that support management by ClearOne's Collaborate Central. When you start Collaborate Desktop, log into Collaborate Central to receive management and telephony exchange services: Call Forwarding, Call Pickup, Call Transfer, Invite to Ad-hoc Conference. Collaborate Central Login Password Gatekeeper Automatic Login Name of your computer as listed in Collaborate Central. If you set a password, the first time you register you must type it twice for verification. IP address of Collaborate Central. If you do not know it, ask your system administrator. Select to log in automatically to Collaborate Desktop using the entered login name and password. This setting takes effect from the next login attempt. Click Connect to complete the login process. NOTES: If you want to work temporarily without Collaborate Central management and telephony exchange services, click Cancel. To receive these features again, you have to log in again. If you are running Collaborate Desktop for the first time after installation (or logging into a different Collaborate Central), the Collaborate Desktop Setup appears. In this dialog box, enter the information required to run Collaborate Desktop from your specific location. 18 Collaborate Desktop: User Guide

19 CHANGING YOUR COLLABORATE CENTRAL PASSWORD From the Login settings, you may change your password for logging into Collaborate Central. The next time you log into Collaborate Central, you will need to enter the changed password. To change your Collaborate Central login password: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Select the Network tab, choose one of the Collaborate Central profiles, and then click on the Details button. 3. Click Change Collaborate Central Password. The Collaborate Central Password dialog box appears, displaying your User Name as it is listed in the Collaborate Central database and the Collaborate Central Administrator. 4. Change the password information: Current Password Current password that you do not want to use anymore. New Password Verify Password Password that replaces the current one. Confirmation of the new password. 5. Click OK. Collaborate Desktop: User Guide 19

20 COLLABORATE DESKTOP SETUP If you are running Collaborate Desktop for the first time after installation, the Collaborate Desktop Setup dialog box appears. Enter the information required to run Collaborate Desktop from your specific location. User Information Load on Startup (Minimized to Tray) Tuning Settings Enter your first name, last name, company name, and address. Items marked with * are mandatory. Select to open and minimize Collaborate Desktop during your computer's startup. The Collaborate Desktop icon will appear in the icon tray at the bottom of the Windows Desktop. This option takes effect only after restarting your computer. Click Tuning Wizard to test and adjust the level of your microphone and speakers. Click OK to implement the settings and to open the Collaborate Desktop Main Viewer. 20 Collaborate Desktop: User Guide

21 MULTIPLE IP ADDRESS If your computer has more than one IP address in its network configuration, you can connect to these IP addresses. The application will receive the incoming call that was dialed to these IP addresses. Collaborate Desktop: User Guide 21

22 USER PROFILES LIST A User Profile stores user identification and network connection information, enabling users to log into Collaborate Desktop under various configurations. The Profiles List shows all user profiles which have been created for this Collaborate Desktop. You can add profiles to the program or edit existing ones. ADDING A NEW USER PROFILE To add a new user profile: 1. From the Profiles List, click New. 2. In the Profiles Details dialog box, enter a unique Profile Name. To configure the profile, fill in the appropriate details under the relevant tabs: 3. In the Login tab, define how Collaborate Desktop starts up when this profile is active. For example, select if Collaborate Desktop operates in Stand Alone mode or logs into Collaborate Central. 4. In the Firewall/ NAT tab, define your system's identification configuration on the local network. 5. In the Directory tab, define your system's entry and connection in an online directory. This tab is only available in Stand Alone mode (in Collaborate Central mode, your system is automatically registered to any online directories set up by the Collaborate Central Administrator). 6. In the SIP tab, enter the appropriate details. 7. Click OK. The new profile now appears in the Profiles List. EDITING A USER PROFILE To edit a user profile: 1. From the Profiles List, click Details. 2. If needed, change the name of the profile in the Profile Name box. 3. In the Profiles Details dialog box, edit Login, Firewall/NAT, Directory and SIP properties as needed. 4. Click OK. 22 Collaborate Desktop: User Guide

23 DELETING A USER PROFILE To delete a user profile: 1. In the Profiles List, select a profile. The active profile cannot be deleted. 2. Click Delete. 3. Click Yes to confirm. SHOWING PROFILE LIST DURING COLLABORATE DESKTOP STARTUP Since user profiles may vary in their login properties (Collaborate Central Mode, Stand Alone, Gatekeeper, User Name), you can enable the User Profiles List to appear during Collaborate Desktop's startup. From the list, you then choose which profile will be active initially. To show the User Profile List during Collaborate Desktop startup: 1. Under the Profiles List, select Show Profiles Dialog On Startup. 2. Click Apply. Collaborate Desktop: User Guide 23

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25 Chapter 3: Making Videoconferences IN THIS CHAPTER Communicating with other parties in videoconferences is, likely, the activity you will do most in Collaborate Desktop. This chapter provides instructions for: Making Videoconferences Starting Videoconferences Outgoing Call Message Answering Videoconference Calls Incoming Call Message Ending a Videoconference Opening the Conference Moderator Desktop Sharing Data Sharing Option The Conference State Grabbing Pictures Telephony Exchange Functions Interactive Multicast MAKING VIDEOCONFERENCES Communicating with other parties in videoconferences is, likely, the activity you will do most in Collaborate Desktop. Click the relevant link for instructions on: Starting (dialing) a videoconference Answering an incoming videoconference Ending (hang up) a videoconference Collaborate Desktop: User Guide 25

26 STARTING VIDEOCONFERENCES NOTE: Before you start a video conference, you must first select (or verify) the appropriate communication protocol for your connection. The available protocols are H.323, ISDN, and SIP. H.323 is selected by default. The protocol is selected from a dropdown list in the dialup section NOTE: If your dialup leads to a voice answering system, you can send DTMF tones (for choice selection) by either typing the desired numbers on your keyboard, or using the Dial pad available from the call log section. You can start videoconferences by several different methods: MANUALLY To start a videoconference manually: 1. In the Manual Dialer type the IP address, user number (E.164), or alias of the party you want to call. -or- Select the party from the Manual Dialer's Call Log. -or- Open the on-screen dial pad and dial the desired numbers. 2. To dial to an extension that is registered to a specific Gatekeeper, enter the Gatekeeper IP followed by ^ and the extension no. e.g., ^ In the Bandwidth box, choose the bandwidth allotted for this call. 4. Click. 26 Collaborate Desktop: User Guide

27 PERSONAL PHONE BOOK To start a videoconference from the Personal Phone Book: 1. In the Dialer menu, click Personal. The Drawer opens to the Personal Phone Book. 2. Double-click the name of the party you want to call. SPEED DIAL To start a videoconference from the Speed Dial: 1. Click the Speed Dial button to the left of the Manual Dialer. -or- Select Speed Dial from the Dialer menu. -or- Open the Drawer, and select the Speed Dial tab. 2. Double-click the name of the party you want to call. ONLINE DIRECTORY To start a videoconference from the Online Directory: 1. In the Dialer menu, click Online Directory. The Drawer opens to the Online Directory. 2. Double-click the name of the party you want to call. CHAIRING AN INTERACTIVE MULTICAST To start an Interactive Multicast: 1. Check the Multicast settings. If necessary, change them to meet your session's requirements. 2. In the Dialer menu, click Start Interactive Multicast. -or- In the Shortcut tray, click the Multicast button (depending on your shortcut tray's customization). The Session Information dialog box appears. Collaborate Desktop: User Guide 27

28 3. Set up the next Interactive Multicast according to its specific requirements, and then click Start. 4. Even though you have not called anyone yet, the Interactive Multicast is now in session. The Drawer opens to the Chair's Conference Control tab. If the session is available for third-party viewing, someone with a third-party video viewer can tune in already. 5. Call participants to join in the session. Contacts may also join an open Multicast by calling the Chair. PARTICIPATING IN AN INTERACTIVE MULTICAST To enter an Interactive Multicast Answer an incoming call from the Chair of an Interactive Multicast. -or- Call the IP address of the session after the Interactive Multicast starts. WATCHING A MULTICAST To view an Interactive Multicast: 1. In the Dialer menu, click Multicasts. -or- In the Shortcut tray, click the Live button (depending on your Shortcut tray's customization). 2. Double-click the Multicast entry. -or- Click on Multicast and then click View. AUDIO ONLY CALL Using the Audio-only call option, you can make a regular audio only phone call over IP. To make an audio only call: In the Manual Dialer, select Audio Only before initiating the call. 28 Collaborate Desktop: User Guide

29 OUTGOING CALL MESSAGE After you dial another contact, the Outgoing Call message appears. The name of the contact appears as well as an indication if the contact's side is ringing (Calling) or did not answer (Rejected). While the message is open, the following tasks are available: Cancel Redial Close Click this button to stop dialing and cancel the call. Click this button to call the contact again. Click this button to close the message. Collaborate Desktop: User Guide 29

30 ANSWERING VIDEOCONFERENCE CALLS When Collaborate Desktop is running but no call is active, you can receive an incoming videoconference call or audio-only call at any time. An incoming call emits a ringing sound - just like an ordinary telephone ring. AUTOMATICALLY ACCEPTING INCOMING CALLS In the Call Settings, define if the system automatically accepts incoming calls or to decide whether to accept or reject each call manually on a call-by-call basis. To accept incoming calls automatically: 1. Open the Drawer. 2. Click the Settings tab, the Calls tab and then the General tab. 3. Select Auto Answer. 4. Click Apply. If your system is not in a videoconference, any incoming call will be accepted without requesting your approval. ACCEPTING CALLS MANUALLY If Auto Answer is deselected, you decide whether to accept or reject every incoming videoconferencing call. When a call arrives, the system rings. The Incoming Call message states the identity of the caller and provides the choice of accepting or rejecting the call. To accept or reject an incoming call manually: In the Incoming Call message, click Accept to receive the call or Reject if you don't want to answer. NOTE: If you want to automatically accept all subsequent calls, click Auto Answer before clicking Accept or Reject. 30 Collaborate Desktop: User Guide

31 INCOMING CALL MESSAGE When an incoming videoconferencing call arrives and Auto Answer is turned off, the Incoming Call message appears. You have the choice of accepting or rejecting the call. The Incoming Call message states who the caller is. Accept Reject Auto Answer Incoming Calls Click to accept the call and start the videoconference. Click to reject the call. Select to turn on Auto Answer, so that when your system is idle, it will automatically answer all incoming calls. If the system's Auto Answer is turned on, the call connects without displaying this message. Collaborate Desktop: User Guide 31

32 ENDING A VIDEOCONFERENCE To end a videoconference: Click Hang Up (upper-right corner of the Collaborate Desktop application). 32 Collaborate Desktop: User Guide

33 OPENING THE CONFERENCE MODERATOR NOTE: The Conference Moderator is available only for licensed users of the ClearOne Conference Moderator option. If you want to add this option to your organization's conferencing network, please contact your local ClearOne representative. This option is available only when the system is logged into Collaborate Central. The ClearOne Conference Moderator combines web-based scheduling and multipoint session moderation for videoconferencing networks of any size. Through ClearOne's WebShare feature (or alternatively, WebEx), users can share Microsoft PowerPoint presentations and other applications through the web browsers of other conference participants. Collaborate Desktop provides direct access to your organization's Conference Moderator site, so that you can schedule point-to-point or multipoint videoconferences, and to easily manage those conferences in real-time. To open the Conference Moderator: 1. In the Control Menu, choose Open Conference Moderator. 2. If required, enter your login information. Your login name must be registered in the associated Collaborate Central. After you log in, the Conference Moderator opens in your browser. Collaborate Desktop: User Guide 33

34 DESKTOP SHARING You may share the display of your computer screen with the other participants in the conference. During a conference, pressing the Desktop Sharing button sends the images of your screen to the other party. This is an excellent tool for displaying documents such as PowerPoint presentations to the other participants. To share your computer desktop: 1. During a conference, Start Data Sharing button under the manual dialer in the Video Window, and select Desktop Sharing from the dropdown list. Your computer desktop screen is now visible on the monitors of the conference participants. On your screen, Collaborate Desktop switches into Mini Mode. 2. To stop sharing your desktop, click Stop Desktop Sharing button. NOTE: The minimum bandwidth for data sharing is 96Kb. 34 Collaborate Desktop: User Guide

35 DATA SHARING OPTION The ability to share data is a very important feature of videoconferences. For example, you may need to view a business presentation together, exchange files, or analyze the execution of another application with the other party. During a conference, the following data sharing options are available: To share data: 1. During a conference, click the Start Data Sharing button in the Video Window. 2. Select one of the available sharing options. Start Desktop Share Display your computer screen on the monitors of the other participants. Share File Display documents such as PowerPoint presentations, tables, illustrations, etc., to the other participants. In the Open dialog box, browse and select the file to open. Region Sharing Displaying a selected area of your screen on the monitors of the other participants. Drag the mouse pointer to select an area, and click inside the selection rectangle to select, or right-click to cancel. Window Sharing Display an application window on the monitors of the other participants. Drag the mouse pointer from the target icon to the application window. 3. Your sharing selection is now visible on the monitors of the conference participants. On your screen, Collaborate Desktop switches into Mini Mode. 4. To stop sharing your desktop, click the Stop Desktop Sharing button (same button as the start sharing). NOTES: To share data, you need to enable H.239 support. Depending on your license, the incoming data stream appears either as an additional window or inside the main view (remote view). Collaborate Desktop: User Guide 35

36 THE CONFERENCE STATE In the Conference State tab, you can view technical information about the transmission of video, audio, and data streams during a videoconference. The information in this tab is available only during a videoconference. How to access this information The Conference State displays the following information. You cannot edit this information. Video Audio Advanced Information for outgoing and incoming video: Codec Frame Rate Max. Bit Rate Actual Bit Rate Video transmission coding standard (H.261, H.263 or H.264) and format (CIF, QCIF, QVGA, 4CIF, 720p, and 1080p) during live video or XGA during data application viewing). Frequency that video frames are displayed on the screen, in frames/second (fps). The maximum rate that bits of information (video, audio, control) can be transferred in a second (bps). The bit rate at this time. Information for outgoing and incoming audio: Codec Bit Rate Display advanced call statistics: Audio transmission coding standard (G.711, G.722, G.723, G.728, G.729, AAC-LD, G722.1 Annex C) The rate that bits of information (video, audio, control) can be transferred in a second (bps). Security mode Packet loss Average jitter Remote name User number (Collaborate Central or gatekeeper mode only) Address Server mode Call duration 36 Collaborate Desktop: User Guide

37 GRABBING PICTURES GRABBING PICTURES Use the Grab Picture feature to copy the picture from the Video Window and save it as a picture file. You can use this picture as an additional identifying feature for an entry in the Personal Phone Book, or use it in other applications. To grab a picture: Under the Remote Video or Local Video, click the Grab Picture button. The Grab window appears, showing the picture that you copied. At this point, you can: Save the picture as a file Add the picture to a Phone Book entry SAVING A GRABBED PICTURE You can save a grabbed picture as a file to use either in a Personal Phone Book entry or in other applications. To save a grabbed picture 1. In the Remote Video or Local Video panes, click the Grab Picture button. The Grab window appears, showing the picture that you copied. 2. Click Save As. 3. In the Save As dialog box, enter a filename and folder location, and then click Save. Collaborate Desktop: User Guide 37

38 TELEPHONY EXCHANGE FUNCTIONS TELEPHONY EXCHANGE FUNCTIONS NOTE: These features are only applicable to Collaborate Desktop applications that support management by ClearOne's Collaborate Central. Telephony exchange functions are available if your system is logged into Collaborate Central as follows: Call Forwarding Call Transfer Picking Up a Call For a Specific User and Picking up any Call Inviting Additional Parties to Ad-hoc Conferences 38 Collaborate Desktop: User Guide

39 PICKING UP A CALL FOR A SPECIFIC USER NOTES: This feature is only applicable to Collaborate Desktop applications that support management by ClearOne's Collaborate Central. You may pick up a call for another user only if your system administrator has given you pickup permission for that specific user in Collaborate Central. To receive pickup permission for specific users, consult with your system administrator. If you know of or hear an incoming call for another specific user, such as an absent neighboring colleague, you may pick up that call and carry on the videoconference. To pick up a call destined for a specific user: From the Manual Dialer If you recognize that an incoming call is destined for a specific user, enter the desired user number (E.164) or address into the Manual Dialer's address field near the top of the Main Viewer, and click Pick Up. From the Personal Phone Book or Online Directory 1. If you recognize that an incoming call is destined for a specific user, open the Personal Phone Book or the online directory. 2. Right-click on the desired user name and then click Pick Up. The Incoming Call message appears on your screen and then you can accept the call. Collaborate Desktop: User Guide 39

40 PICKING UP ANY RINGING CALL NOTES: This feature is only applicable to Collaborate Desktop versions that support management by ClearOne's Collaborate Central. This feature is only available when Collaborate Desktop is logged into Collaborate Central. You may pick up a call for another party only if your system administrator has given you pickup permission for that specific party in Collaborate Central. To receive pickup permission for specific parties, consult with your system administrator. If you know of or hear an incoming call for any other party, such as an absent neighboring colleague, you may pick up that call and carry on the videoconference. To pick up a call to any other party: When you hear an incoming call ringing at another party: From the Dialer Menu In the Dialer menu, choose Pick Up Any Ringing Call. From the Shortcut Tray Click Pick Up in the Shortcut tray (if the icon is located there). The Incoming Call message appears on your screen, and then you can accept the call. 40 Collaborate Desktop: User Guide

41 SETTING CALL FORWARDING NOTE: These settings are only applicable to Collaborate Desktop applications that support management by Collaborate Central. If your system is logged into Collaborate Central, Call Forwarding is available. Calls may be forwarded to a specific contact unconditionally, or if the actual destination does not answer, or is busy. The Call Forwarding settings for your system may be done by both you and the system administrator. The last changes, regardless of who made them, are valid. To set the Call Forwarding settings: 1. Open the Drawer. 2. Click the Settings tab, the Calls tab, and then the Forward tab. 3. Set the Call Forwarding options and destinations as required. 4. When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 41

42 SELECTING A CALL FORWARD DESTINATION NOTE: This feature is only available in systems that are managed by ClearOne's Collaborate Central. To select a target contact to whom you want to forward calls: 1. In the Forward Settings, click Browse next to the appropriate forwarding selection. The Forward Call - Select a Contact dialog box appears, containing a list of contacts based on the online directory in which your system is listed. 2. Double-click the target contact. NOTES: To update the list of contacts, click Go. To view information about a contact, select the contact and click Details. To display fewer names, you can filter the list of names. Choose the appropriate filter from the Display list and then click Go. All Contacts Display all contacts registered in the online directory Available Contacts Display only contacts registered in the online directory who are currently online and not in a call. Online Contacts Display only contacts registered in the online directory who are currently online. 42 Collaborate Desktop: User Guide

43 TRANSFERRING A CALL TO ANOTHER CONTACT NOTE: This feature is only available in systems that are managed by Collaborate Central. In a transferred call, the videoconference is transferred from one contact to another. If the latter contact accepts the call, the conference continues between the other original contact and the contact that received the transfer. The initiator of the transfer is disconnected from the videoconference. To transfer a videoconference call to another contact: FROM THE MANUAL DIALER 1. In the Manual Dialer at the top of the Main Viewer, enter the user number (E.164) or name of the contact who will receive the call. 2. Click Transfer. FROM THE PERSONAL PHONE BOOK, SPEED DIAL, OR ONLINE DIRECTORY 1. Open the Drawer to the Dialer tab. 2. Right-click a destination contact from the Personal Phone Book, Speed Dial, or Online Directory. 3. Click Transfer. Collaborate Desktop: User Guide 43

44 INVITING ANOTHER CONTACT INTO AN AD-HOC CONFERENCE NOTE: This feature is available only in systems that are managed by Collaborate Central. You can "invite and join" additional contacts to an open videoconference, turning it into an ad-hoc multipoint conference. The Invite function is only available during an open videoconference. To invite and join other contacts into an ad-hoc conference: MANUALLY 1. Enter an additional contact's user number (E.164) or address into the Manual Dialer's address box. 2. Click Invite. FROM THE DIALER 1. From the Dialer menu, click Personal, Speed Dial or Online Directory. The Drawer opens to the Personal Phone Book, Speed Dial or Online Directory respectively. 2. Right-click the name of the party you want to call and then click Invite. After several seconds, the additional contact is added to the session, which is now a multipoint conference. The parties' video is displayed either in Continuous Presence or Voice-Activated Switching, in accordance with the configuration of the MCU hosting the conference. During an ad-hoc conference, you can invite additional contacts using any of the procedures described above. 44 Collaborate Desktop: User Guide

45 INTERACTIVE MULTICAST INTERACTIVE MULTICASTS During an Interactive Multicast, identical transmissions, which comprise the floor (video streams, audio streams, and data packets) are sent from one party to multiple parties. The initiating party (Chair) calls one or more contacts (Participants) at the start of the conference and controls its progression. Contacts may also join an open Multicast by calling the Chair. The Chair can grant and reclaim the floor, clear floor requests and disconnect the session. A Participant may receive the floor, in which its video and audio is seen and heard, respectively, by the other Participants and the Chair for a period of time. Only Collaborate Desktop system supports Interactive Multicasts over a Local Area Network (LAN), in which the Chair and all Participants may be seen and heard during the duration of the meeting. Collaborate Desktop provides both Chair and Participant functions. Interactive Multicasts can proceed in the form of a lecture or demonstration, in which Participants participation is restricted and controlled by the Chair, or as a free discussion, in which the main Participants can interact freely without the need to receive permission from the Chair. Additionally, these sessions may be public Multicasts, in which non-participating audience members can view the events from their desktops or conference rooms. NOTE: Interactive Multicasts are available only over local area networks (LANs) that conform to H.323-based recommendations. Therefore, all parties must have a LAN (IP) connection. Collaborate Desktop: User Guide 45

46 CHAIRING AN INTERACTIVE MULTICAST CHAIRING AN INTERACTIVE MULTICAST If you initiate an Interactive Multicast, you become the Chair of the session. The Chair is responsible for managing communication during the session, and for ending it. The session starts when you start the Multicast from the Start Multicast dialog box, even if no Participants have joined yet. From the Control tab, you control the Multicast. Starting an Interactive Multicast Calling Participants to an Interactive Multicast Managing the Multicast Session Ending an Interactive Multicast You decide whether the session should be open or closed. Among other options, you can restrict the session with a password, to leave it open to all callers, or to multicast it to public viewers. Dial Participants from your station, and/or join incoming callers to the session. Control who has the Floor (is seen and heard). Disconnect individual Participants or the session. 46 Collaborate Desktop: User Guide

47 STARTING AN INTERACTIVE MULTICAST When you start an Interactive Multicast as the Chair, you must first set it up in the Start Multicast dialog box. NOTE: The required Multicast settings must also be defined before starting To start an Interactive Multicast: 1. Check the Multicast settings. If necessary, change them to meet your session's requirements. 2. In the Dialer menu, click Start Interactive Multicast. -or- In the Shortcut tray, click the Multicast button (depending on your Shortcut tray's customization). The Session Information dialog box appears. 3. Set up the next Interactive Multicast according to its specific requirements, and then click Start. 4. Even though you have not called anyone yet, the Interactive Multicast is now in session. The Drawer opens to the Chair's Conference Control tab. If the session is available for third-party viewing, someone with a third-party video viewer can tune in already. 5. Call participants to join in the session. Contacts may also join an open Multicast by calling the Chair. Collaborate Desktop: User Guide 47

48 MULTICAST SESSION PROPERTIES The Start Interactive Multicast dialog box contains options for setting up an Interactive Multicast as the Chair. How to access this dialog box Multicast Information Name Type a name to identify this Interactive Multicast. Private Interactive Multicast Select to limit viewing only to the intended Participants. Public viewers cannot receive this Multicast. Require Password Select to limit participation in the Interactive Multicast only to those persons who enter the correct password when they call in. Password Type the password. Public Interactive Multicast Select to make the Interactive Multicast available for live public viewing through online video viewers. Persons observing through an online video viewer cannot participate actively in the Multicast. Description Type a name or description of the Interactive Multicast. Duration The estimated duration, in minutes, of the Multicast. The third-party viewer s program schedule, if applicable, will show this session's duration. Use Local IP If Collaborate Desktop is running in Stand Alone mode, and is configured with more than one IP address, choose the active IP address from the list. Click Start to begin the Multicast session. 48 Collaborate Desktop: User Guide

49 CALLING PARTICIPANTS TO AN INTERACTIVE MULTICAST After you have set up an Interactive Multicast in the Start Multicast dialog box, invite participants to join the session by dialing: Contacts Using the Manual Dialer In the Manual Dialer addresses one by one and click Invite., enter user numbers (E.164) or IP Personal Phone Book or Speed Dial Contacts Select single or multiple Personal Phone Book or Speed Dial contacts and click Invite. Online Directory Contacts Select single or multiple contacts in the online directory and then click Invite. After each contact is dialed, it appears in the Conference Control's Outgoing tab in the Drawer. Each successful connection is added to the Interactive Multicast. NOTES: Interactive Multicast sessions are available only over LAN (IP) connections with systems that conform to the H.323 Recommendation. To be able to complete the connection and join a session, the remote systems must be able to support the video (H.26x) and audio standards that you set in the Calls Settings>Multicast tab. Collaborate Desktop: User Guide 49

50 THE OUTGOING TAB - INTERACTIVE MULTICAST The Outgoing tab lists all Participants called by the Chair to join an Interactive Multicast. In Progress List of Participants currently being dialed. To cancel dialing to one Participant, select that Participant and click Cancel. To select all Participants in the list, click Select All. Failed List of Participants to whom dialing was unsuccessful. To remove a Participant from the dialing list, select that Participant and click Remove. To dial a Participant again, select that Participant and click Redial. To select all Participants in the list, click Select All. 50 Collaborate Desktop: User Guide

51 THE CONTROL TAB - INTERACTIVE MULTICAST The Control tab contains controls and commands for managing Interactive Multicasts as the Chair. How to access this tab Participants Area The Participants area contains a list of Participants who successfully joined the Multicast, and the following Multicast Management controls: Grant Floor Grants the Floor to the selected Participant. The Participant's audio and video will then be multicast to all stations in the Multicast. If the Participant requests to receive the floor, an icon appears next to the Participant's name and in the Indications tray of the Main Viewer. After the Floor is granted, the Participant's video appears in the Main Viewer and its name appears under the Remote video view. Reclaim Floor Disconnect Returns control of the floor to the Chair. Disconnects the selected Participant(s). The Participant is disconnected at this time. There is no confirmation request. Clear Request Denies requests for the Floor. Select the requesting Participant(s) and click this button. The Participant receives a message stating that the Chair rejected their requests. Auto Grant Grants the Floor automatically to all Participants that request it, therefore allowing the session to proceed as a free discussion. The Chair does not see the requests, and the Participants do not receive messages asking if they want to accept the floor. The current speaker is seen and heard by all the other participants. Only one person at a time can have the floor. To avoid conflicts and quick hopping from one request to another, a delay period of several seconds passes after the system grants a request. During this delay period, no other requests are granted. The floor can always be requested again later. To disable Auto Grant mode, click this button again. Collaborate Desktop: User Guide 51

52 Incoming Area The Incoming area lists the names of any incoming callers while the Multicast session is open. Accept Reject Do Not Disturb Auto Answer Joins the incoming caller to the Multicast. The caller becomes a Participant in the Multicast. Rejects the incoming caller. The caller receives a message stating that the call was rejected. Select to automatically reject all incoming calls while the Multicast session is open. Select to automatically answer all incoming calls while the Multicast session is open. 52 Collaborate Desktop: User Guide

53 ENDING AN INTERACTIVE MULTICAST There are two levels of disconnecting from a Multicast: Individual Participant Disconnection When they want to leave the Multicast, Participants can hang up on their own, or the Chair can disconnect them individually. To disconnect from a Multicast (Participant): Click Hang Up. You are disconnected from the Multicast at this time. There is no confirmation request. To disconnect Participants from a Multicast (Chair): 1. In the Control tab, select the Participant(s) to disconnect. 2. Click Disconnect. The Participant(s) is disconnected at this time. There is no confirmation request. Session Hang Up At the end of the Interactive Multicast, the Chair can disconnect all the Participants and terminate the session at the same time. To end the Multicast session: Click Hang Up. The session ends. Collaborate Desktop: User Guide 53

54 PARTICIPATING IN AN INTERACTIVE MULTICAST PARTICIPATING IN AN INTERACTIVE MULTICAST Participating in an Interactive Multicast includes the following actions: Joining a Session Participating In the Session Disconnecting Join a session either by receiving a call from the Chair, or by calling the Chair's address after a session has begun (if the Chair has set the system to accept calls during a session). See and hear the same remote video and audio as everyone else in the session. During the session, you can request and receive the Floor from the Chair. At any time, click Hang Up to disconnect. Otherwise, the Chair can disconnect you at any time or at the end of the session. 54 Collaborate Desktop: User Guide

55 ENTERING AN INTERACTIVE MULTICAST As a Participant, you can enter an Interactive Multicast in one of the following ways: To enter an Interactive Multicast: Answer an incoming call from the Chair of an Interactive Multicast. -or- Call the IP address of the session after the Interactive Multicast starts. You will see and hear the same video and audio as everyone else in the conference. Collaborate Desktop: User Guide 55

56 REQUESTING THE FLOOR After you join an Interactive Multicast, you will see and hear the same remote video and audio as everyone else in the meeting. To speak and be seen, request the Floor from the Chair. When you finish speaking to the floor, return the Floor to the Chair. Request the Floor To request the Floor: Below the remote video, click Request Floor. Wait for the Chair to grant you floor permission. NOTE: If the Chair enabled Auto Grant, you automatically receive the floor. When you take the Floor, everyone in the meeting sees and hears you. Above the remote video, "On the Air" indicates that you have the Floor. Return the Floor To return the Floor: Below the remote video, click Return Floor. Your video and audio are replaced on the screens of the other Participants by the Chair. 56 Collaborate Desktop: User Guide

57 CLEARONE MULTICAST VIEWER CLEARONE MULTICAST VIEWER The ClearOne Multicast Viewer enables you to watch, although not participate directly, in live Interactive Multicasts. From the Dialer, you can choose to watch any Interactive Multicast in your network that's set up for public viewing. However, you are not seen or heard by the Multicast's Chair or Participants. Collaborate Desktop: User Guide 57

58 THE MULTICAST VIEWER LIST The Multicasts tab lists current Interactive Multicasts which are available for public viewing. These sessions may be viewed through the ClearOne Multicast Viewer. The list provides the name of the Multicast, the time it started, and its estimated duration. How to access this list To view an Interactive Multicast: Double-click the Multicast entry. -or- Click the Multicast name and then click View. To stop viewing an Interactive Multicast: 1. Click Hang Up. 58 Collaborate Desktop: User Guide

59 Chapter 4: Controlling Video IN THIS CHAPTER Collaborate Desktop provides several ways to improve video quality both during a videoconference and offline. You can control color quality, camera focus and movement (PTZ cameras only), and usage of video-enhancing technologies. This chapter provides instructions for: The Camera Controller The PTZ Camera Controller Adjusting the Color of the Local Video Controlling a Pan / Tilt / Zoom (PTZ) Camera Preset Camera Positions Switching Between Video Sources Muting the Outgoing Video Adjusting Call Properties Collaborate Desktop: User Guide 59

60 THE CAMERA CONTROLLER In the Camera Controller, you can make color quality adjustments. It has separate sliding controls for color, contrast, brightness, hue and sharpness. If you're using a USB camera, click Advanced to access additional settings, such as sharpness and advanced adjustments. 60 Collaborate Desktop: User Guide

61 THE PTZ CAMERA CONTROLLER In the Pan/Tilt/Zoom (PTZ) Camera Controller, you can: Make color quality adjustments. It has separate sliding controls for color, contrast, brightness and hue (local video only). Control camera positioning. Save preset camera positions and move the camera to them. Collaborate Desktop: User Guide 61

62 ADJUSTING THE COLOR OF THE LOCAL VIDEO To improve video color, adjust the brightness, color, contrast and hue of the local video. To adjust the color of the local video: In the Local Video window, click the Adjust Picture button. The Camera Controller appears. To decrease a setting, drag the appropriate slider to the left. To increase a setting, drag the slider to the right. To return to the original settings, click Defaults. NOTE: Any adjustments to the local video image also affect the remote party's video when connected in a videoconference. 62 Collaborate Desktop: User Guide

63 CONTROLLING A PAN / TILT / ZOOM (PTZ) CAMERA If you and/or the remote party is using a Pan/Tilt/Zoom (PTZ) camera, you can control their positioning. In addition, you can control the color settings of a local PTZ camera. In addition, you may have to manually adjust the lens focus on the front of the camera. NOTE: If the remote party is using a ClearOne videoconferencing product, it may also control the positioning of your PTZ camera. To control a PTZ camera: Through the Camera Controller: Click the Camera Controller button below the Local or Remote Video window. In the Camera Controller, you can: Adjust the brightness, color, contrast and hue of the local video. Click the up and down arrow buttons to tilt the camera up and down. Click the left and right arrow buttons to pan the camera from side to side. Click the + button to zoom the view closer in or the button to zoom the view farther out. You can store and recall up to 6 preset camera positions for repeated use. Within the Video Window: Place the mouse pointer inside the Video Window displaying video from a PTZ camera. The pointer changes according to its location within the window. Press the left mouse button (except where noted below) to move the camera. Zoom in (left mouse button) or zoom out (right mouse button). Tilt up Tilt down Tilt up left Tilt up right Tilt down left Tilt down right Pan left Pan right Collaborate Desktop: User Guide 63

64 PRESET CAMERA POSITIONS If you want to save the camera s current position for future use, you can save it as a preset position. At any time afterwards, you can recall this preset position to save adjustment time. SAVING A PRESET POSITION To save the current position as a preset position: 1. Position and zoom the camera. 2. In the number list, select any number from 1 to 6. Each number button represents a preset position. MOVING TO A PRESET POSITION To move to a preset position: Click one of the Save Presets buttons. The camera pans, tilts, and zooms to the preset position. 64 Collaborate Desktop: User Guide

65 SWITCHING BETWEEN VIDEO SOURCES Collaborate Desktop supports the use of both Web cameras and Pan/Tilt/Zoom (PTZ) cameras. If two cameras are connected, you can switch between them both during a videoconference and offline. To switch to another connected camera: 1. Click the Select Video Source button. 2. From the Video Source list, choose a camera. Collaborate Desktop: User Guide 65

66 MUTING THE OUTGOING VIDEO You may want to prevent video from being transmitted to the other participant. During a videoconference, you can temporarily stop transmitting video. To mute the outgoing video In the Local Video Window, click the Mute Video button. The system stops transmitting video, sending a graphic to the remote side instead. The incoming video is not affected. The Mute button changes to. To restore video transmission click on the mute (unmute) video button again. 66 Collaborate Desktop: User Guide

67 ADJUSTING CALL PROPERTIES During a videoconference, you can make adjustments to the video transmission. The Call Properties provide controls for video quality (frame rate) and synchronization of audio and video. This tab is available only during an open videoconference. How to access these settings: 1. In the Control menu, choose Adjust Call Properties. -or- Open the Drawer, click the Conference tab. 2. Click the Properties tab. SYNCHRONIZING VIDEO AND AUDIO If you notice that the video and audio are out of sync (for example, you hear voice only after the other party s lips move), you can adjust the Lip Synch. To adjust the Lip Synch: 1. Drag the slider towards Delay Video if you hear the audio after the video movement, or towards Delay Audio if you see the appropriate video movement only after you hear the audio. 2. Click Defaults to return to the default setting. If you are unsatisfied with the adjustment: Click Undo to return to the previous setting, discarding the last change. VIDEO FRAME RATE / QUALITY Increasing the video frame rate provides smoother video. However, the video image is sharper by lower frame rate. Drag the slider until you reach optimum balance between the two. Click Undo to return to the previous setting, discarding the last change. Collaborate Desktop: User Guide 67

68 Chapter 5: Controlling Audio IN THIS CHAPTER Collaborate Desktop provides several functions to help you improve audio quality. This chapter provides instructions for: Adjusting the Volume Muting the Audio Audio Tuning Wizard 68 Collaborate Desktop: User Guide

69 ADJUSTING THE VOLUME To adjust the volume that you hear: Click and drag the Volume slider to the right (to increase volume) or to the left (to decrease volume). NOTE: To run the Audio Tuning Wizard, click the Audio Tuning Wizard button in the Video Window. Collaborate Desktop: User Guide 69

70 MUTING THE AUDIO Use this feature to prevent the remote party from hearing a local discussion, or to turn off the audio transmitted from the remote party. NOTE: Muting the Audio does not allocate the extra bandwidth for video. MUTING OUTGOING AUDIO To mute outgoing audio: Click the Mute Microphone button. The icon changes to. The remote party cannot hear you, but you can hear them. Click again to reactivate the microphone. MUTING INCOMING AUDIO To mute incoming audio: Click the Mute Speaker button. The icon changes to. Click again to restore. 70 Collaborate Desktop: User Guide

71 AUDIO TUNING WIZARD Using the Audio Tuning wizard, you can test and adjust the levels of your speakers, headset, and microphone (or other audio source) to their optimum sound levels. NOTE: The Audio Tuning wizard "remembers" your last setup. Whenever a new call is initiated, the Audio Tuning wizard will set the audio parameters to the configured setup. To open the Audio Tuning Wizard: In the Video Window, click the Audio Tuning Wizard button. To test and tune your audio devices: 1. Before starting the test, close all other applications on your system that play or record sound. Keeping any of these applications open may distort the results of the Audio Tuning wizard. The Audio Tuning wizard contains separate sections. Depending on the type of device, perform the appropriate Tuning tests in the wizard. If you work in Headset Mode, skip the Speaker Mode pages by clicking Next without performing any action in those pages. Speaker Mode Tune the audio levels of the external speakers and connected microphone. Headset Mode Tune the audio levels of the headset speakers and its attached microphone. 2. In the Playback page, choose the sound card which generates the audio for the Collaborate Desktop application. 3. Click Start. Music starts playing from the speakers. Move the Volume slider in either direction until you hear the clearest audio output. Click Stop to exit the test. Click Next to continue. 4. In the Record page, choose the sound card which generates the audio for the Collaborate Desktop application. 5. Click Start and read the following line into the microphone (or camera if it contains a built-in microphone): "I am using the microphone setup wizard. It is checking to see whether my microphone is plugged in and working properly." Collaborate Desktop: User Guide 71

72 The Volume slider moves to the optimum level. Click Stop to finish the test. After pressing on the Stop button, the Audio Wizard will playback the recording. To set the level manually, move the Volume slider towards the right to raise the volume range, or towards the left to lower the range. 6. Enable/disable the following modes (available if the sound card or audio equipment supports them): Line In Mixer Select to enable audio input through the Line In connector from an external audio source, such as DVD or VCR. Microphone Boost Select to significantly raise the volume range of the microphone. Deselect this option to lower the range. 7. Click Next to continue. 8. If tuning was successful, select the active mode for Collaborate Desktop Headset mode or Speaker mode. Then, click Finish to close the wizard. If tuning was not successful, make sure that the devices are connected securely to your computer's sound card (or that the camera is connected securely to the USB port). Click Back to test the audio again. 72 Collaborate Desktop: User Guide

73 Chapter 6: Application Configuration IN THIS CHAPTER The Drawer contains the various settings that, together, make up Collaborate Desktop's configuration. You may control many of the settings, while some may be defined only by a system administrator and others may be defined automatically by your computer system. This chapter provides instructions for the following Collaborate Desktop configuration settings: Accessing Collaborate Desktop Configuration Settings Calls Settings General Settings Hardware Settings Network Settings Collaborate Desktop: User Guide 73

74 ACCESSING COLLABORATE DESKTOP CONFIGURATION SETTINGS To access Collaborate Desktop configuration settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. The Drawer opens, displaying the Settings tab that was last open. 2. When you're finished setting the configuration in each tab, click Apply to implement the settings. 3. To open another Settings tab, click the appropriate tabs. 74 Collaborate Desktop: User Guide

75 CALLS SETTINGS CALLS SETTINGS The Calls Settings tab provides access to other tabs where you can define how Collaborate Desktop handles incoming and open videoconference calls. To access the Calls Settings: 1. From the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Calls tab. General Multicast Ringing Forward Collaborate Desktop: User Guide 75

76 GENERAL SETTINGS In the Calls>General Settings you define various aspects of the actual call. To access the General Settings: 1. From the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Calls and Ringing tabs. Auto Answer Select to turn automatic acceptance of incoming calls on. If your system is idle when a conferencing call arrives, the session starts automatically. Allow Adaptive Bandwidth Adjustment Enable H.239 Enables videoconferences to precede at reduced bandwidth if the network is congested. Deselecting this option maintains a constant quality to the session, but it may cause network problems. Enables the use of the H.239 standard during data sharing. H.239 enables Collaborate Desktop to convert PC application graphics into a separate media stream and transmit it parallel to the video stream. Video systems supporting H.239 display shared data and remote video in separate windows. Systems not supporting H.239 display only the shared data in a single window. Read more about data sharing options Enable AAC-LD Enable G722.1 Annex C Enable 720p Faster Data Presentation Do Not Disturb Enable using the audio codec AAC-LD when possible. Enable using the audio codec G722.1 Annex C when possible. Enable using video resolution 720p when possible. This feature depends on your license and might be disabled. Enable this feature to support faster data presentation when available. If this option is selected, more bandwidth is allocates to XGA data. When enabled, you are not able to receive calls, and the Collaborate Desktop icon in the tray is red. 76 Collaborate Desktop: User Guide

77 Force FEC Connection Recording Force using the Forward Error Correction mechanism. This option is useful when the network is congested. Set outgoing and incoming bandwidth if they are asymmetric. This is mostly applicable to satellite and xdsl based connections. Use the following fields to configure: Maximum outgoing bandwidth - Your maximum upload bandwidth (0 for unlimited) Maximum incoming bandwidth Your maximum download bandwidth (0 for unlimited) MTU size - Set the packet size. Default is Encryption Mode - Set the encryption mode for your calls. Encryption Mode None: Outgoing calls will not be encrypted and incoming encrypted calls will be rejected. Auto: Enables the application to encrypt a call if the remote side has also enabled encryption. If the remote side has not enabled encryption, an outgoing call will be unsecured. AES: Select this option to encrypt all calls using the AES (Advanced Encryption Standard) encryption method. If the remote side has not enabled encryption, the call attempt will be unsuccessful. Note: During a secure call, the 'Encrypted Call' sign appears on the notification area. Configure recording and streaming settings: Recording Folder Default recording files directory Recording Quality: High: the recorded file will be in 4CIF resolution. Low: the recorded file will be in CIF resolution Streaming URL Port( ) Port number for streaming to media player Number of Streaming Ports (1-20): Set the maximum number of streaming clients When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 77

78 RINGING SETTINGS In the Ringing Settings, define the sounds used to indicate incoming and outgoing videoconference calls. To access the Ringing Settings: 1. In the Control menu, choose Settings. -or Open the Drawer and click the Settings tab. 2. Click the Calls and Ringing tabs. PC Speaker Select to use your computer's built-in speaker for the incoming ring sound. Soundcard Select to use your computer's sound card for the incoming and outgoing ring sounds. 78 Collaborate Desktop: User Guide

79 NOTE: You can select both of the above options for playing the incoming sound. For example, you would be able to hear the incoming ring while wearing a headset. Ringing Device Incoming Ringing Sound Outgoing Ringing Sound Select the device used to produce the ringing sound. Filename of the sound that indicates an incoming call. To change the sound, click Browse and select a different file. Filename of the sound that indicates an outgoing call. To change the sound, click Browse and select a different file. When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 79

80 MULTICAST SETTINGS The Multicast Settings contain the default configuration for sending video and audio to Interactive Multicast Participants and public viewers. These settings are only applicable for sessions chaired by this system. To access the Multicast Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Calls and Multicast tabs. NOTE: The default Multicast settings are recommended for most Multicast conditions. Change them ONLY after consultation with your system administrator. Multicast IP Address Max. Participants Bandwidth Video Format The destination IP address for the Interactive Multicast. All participants in the session transmit and receive from this common IP address. This address must be a class D address in the range of to The maximum number of participants that may participate in a Multicast session initiated by your system. The maximum bandwidth for Interactive Multicasts. The actual bandwidth will depend on the amount of available bandwidth during the session. The video coding standard that all parties in the Multicast are capable of using - H.264, H.263 and H.261. H.264 and H.263 provide better video quality, especially at low bit rate transmissions. However, some video systems do not support H.264 or H.263. If at least one Participant's system does not support these standards, or you are not sure, select H.261. NOTE: If you select a codec unsupported by any of the participants, that participant will not be able to participate in the session. Time to Live The maximum number of routers that the Session's packets may pass through. 80 Collaborate Desktop: User Guide

81 Video port Audio port The ID of the port used for the video connection. The ID of the port used for the audio connection. NOTE: Participants must use the same video, audio and control ports. Make sure that the ports you choose are available for every Participant. Announce Every Seconds Refresh Video Every Seconds Defaults The interval between announcements of your Multicast in the public viewer's schedule. The maximum number of seconds required until the video Multicast is synchronized for all viewers. If the refresh value is low, the quality is lowered. If the refresh value is high, it will take a longer time to see the video display when the viewers connect. Use the default setting as a guide. Click to return to the original settings. These settings help you connect to the Interactive Multicast through the default ports and/or IP address that was defined automatically by your system. When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 81

82 CALL FORWARDING SETTINGS NOTE: These settings are only available when you are connected to Collaborate Central server. If you are not connected to Collaborate Central, the Forward tab will not appear under Calls. If your system is logged into Collaborate Central, Call Forwarding is available. Calls may be forwarded to a specific party unconditionally, or if the local party does not answer, or is busy. The Call Forwarding settings for your system may be done by both you and the system administrator. The last changes, regardless of who made them, are valid. To access the Call Forwarding Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Calls and Forward tabs. Unconditional forward Select if you want to forward ALL calls intended for you to another party. Forward on busy Forward on no answer Select if you want to forward calls to another party if you are engaged in another videoconference. Select if you want to forward calls intended for you to another party, if you cannot answer the call. In each option s accompanying box, enter the target party by one of the following methods: 1. Type the party s directory number, IP address, DNS name or E.164 number. -or- Click Browse at the end of the row to open the Online Directory. Select a contact and click OK, Forward After Enter the amount of time that will pass before Collaborate Central forwards Seconds the call. When you're finished setting the configuration, click Apply to implement the settings. 82 Collaborate Desktop: User Guide

83 GENERAL SETTINGS GENERAL SETTINGS The General Settings provide access for customizing Collaborate Desktop. To access the General Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the General tab. User Info Settings Display Settings Shortcuts Settings License Settings Collaborate Desktop: User Guide 83

84 USER INFO SETTINGS The User Info settings provide identification of the Collaborate Desktop system user (most likely, you). This includes the following information: First Name Last Name Company or organization address To access the User Info Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the General and User Info tabs. 84 Collaborate Desktop: User Guide

85 LICENSE DETAILS To access the License Details Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the General and License tabs. In the license settings screen you can set and view the license for your Collaborate Desktop application. License Option Value Contains a list of available features. The feature current license is stated in the Value column The value per each feature in the license currently installed on your system. Buttons: Export Import View Export your existing or temporary license. The export operation creates a file which is saved on your hard drive in a location according to your selection. Import an existing or new license. When pressing this button, a browse window opens which enables you to browse to the license file on your hard drive. Opens a small window containing the actual body of the license. The license is represented by a long alphanumeric string. Collaborate Desktop: User Guide 85

86 SHORTCUTS SETTINGS Shortcut buttons provide quick access to various functions. Clicking one of these buttons quickly starts the specified function. The Shortcut tray provides places for up to six shortcut buttons. It is located on the right side of the Main Viewer in Normal Mode and Large Mode. In the Shortcuts Settings, you can customize the Shortcut tray. To access the Shortcuts Settings: 1. Right-click in Main Viewer and select Customize Shortcuts. -or- In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the General and Shortcuts tabs. From a list of functions, you can choose up to six shortcut buttons to provide quick access to various functions. Clicking one of these buttons in the Shortcut tray quickly starts the specified function. When you're finished setting the configuration, click Apply to implement the settings. 86 Collaborate Desktop: User Guide

87 DISPLAY SETTINGS In the Display Settings, you can set display options for the Collaborate Desktop application. To access the Display Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab Click the General and Display tabs. Language Choose the language of your Collaborate Desktop application. No Video Image Always on Top Allows you to select a static image that will be displayed when there is no video image. Default displays a built-in "No Camera Detected" image. Display Collaborate Desktop on top of all open windows (when it's not minimized). Otherwise, Collaborate Desktop remains open on the screen but hidden behind other applications when they are selected. Show Video Toolbar in Full Screen Mode Display the toolbars and status information in Full Screen mode. Deselect this option to display only the video. Show Local Video Window During Call Load on Startup (Minimized to Tray) Keep Aspect Ratio Overlay my name on outgoing video Display a small Local Video window or PIP during an open videoconference. Deselect this option to display only remote video during a call. Open and minimize Collaborate Desktop during your computer's startup. The Collaborate Desktop icon appears in the taskbar at the bottom of the Windows Desktop. This option takes effect only after restarting your computer. Keep the selected display ratio in order to force the aspect ratio on screens with different ratios. Display the station name overlaid on the remote side video image. When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 87

88 HARDWARE SETTINGS HARDWARE SETTINGS In the Hardware Settings, define the system's configuration for audio devices, cameras ISDN and ISDN Adapter. To access the Hardware Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Hardware tab. Audio ISDN ISDN Adapter Camera 88 Collaborate Desktop: User Guide

89 AUDIO SETTINGS In the Audio Settings, you can define the audio configuration to be used during videoconferences. To access the Audio Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Hardware and Audio tabs. Select Audio Mode Select Headset Mode to tune the audio levels of the headset speakers and its attached microphone. Select Speaker Mode to tune the audio levels of the external speakers and connected microphone. AGC (Automatic Gain Control) Auto Mute Microphone Upon Incoming Call Audio Noise Suppression Microphone Level Tuning Wizard Select to ensure that the remote parties hear your audio normally regardless of the speaker's distance from the microphone. Select to mute the microphone automatically whenever Collaborate Desktop answers an incoming call. Select to suppress unwanted background noises. Disable this feature when it is supported by an external device. Drag the slider to the right to raise the volume of the microphone or to the left to lower it. Click Tuning Wizard to test and adjust the level of your microphone and speakers. When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 89

90 ISDN SETTINGS NOTE: The availability of the ISDN option on your system depends on your license type. In the ISDN Settings you can configure your ISDN connection parameters. This page is only available after enabling ISDN and configuring the ISDN adapter (and providing you have an ISDN license) Switch Type Lines SPID Select the appropriate ISDN switch type that matches you network. Consult with your ISDN network provider if you are not sure. Set the appropriate phone number for each (1-8) of your ISDN physical lines. You may not have 8 numbers unless you use all 4 BRI lines. For 5ESS switch types, SPID (Service Profile Identifier) numbers are also required for each phone line. Enter the SPID numbers obtained from your ISDN service provider per each line. When you're finished setting the configuration, click Apply to implement the settings. 90 Collaborate Desktop: User Guide

91 ISDN ADAPTER SETTINGS NOTE: The availability of the ISDN option on your system depends on your license type. The ISDN adapter page enables connecting to ISDN-based networks, using up to 4 ISDN BRI lines, reaching a connection bandwidth of up to 512Kbps. Enable ISDN networking and enter the appropriate configuration settings. ISDN Adapters List Discover IP Address MAC Address Check this option to enable or disable ISDN networking in this application. Displays the list of ISDN adapters available for this system. Scans for available ISDN adapters that can be available for this system IP address of the selected ISDN adapter MAC address of the selected ISDN adapter Line 1 ISDN line status for line number 1 Line 2 ISDN line status for line number 2 Line 3 ISDN line status for line number 3 Line 4 ISDN line status for line number 4 When you're finished setting the configuration, click Apply to implement the settings. Collaborate Desktop: User Guide 91

92 CAMERA SETTINGS Set the type of main camera that is connected to the system and the communications port through which it can be controlled. To access the Camera Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. 2. Click the Hardware and Camera tabs. Camera Type Select the manufacturer and/or model of the connected PTZ camera (if applicable). If you are using a web camera, select None. Communication Port Device Capability Video Capture Format Select the name of the computer port to which the PTZ camera is connected. Select the manufacturer and/or model of the connected main camera. Select camera type: Fixed (cannot be moved) or Pan/Tilt/Zoom (can be moved). Select the video format that is compatible with your camera and/or monitor. PAL is used in many countries in Western Europe, Asia, Africa, as well as Australia. NTSC is widely used throughout the Western Hemisphere, Japan and South Korea. When you're finished setting the configuration, click Apply to implement the settings. 92 Collaborate Desktop: User Guide

93 NETWORK SETTINGS NETWORK SETTINGS The Network Settings contain the configuration for operating within the connected local-area network (LAN). To access the Network Settings: 1. In the Control menu, choose Settings, -or Open the Drawer and click the Settings tab. 2. Click the Networks tab. Login Settings Firewall/NAT Settings Directory Settings SIP Settings LOGIN SETTINGS In the Login Settings, define how Collaborate Desktop starts up and enters into its operational mode. To access the Login Settings: 1. In the Control menu, choose Settings. -or- Open the Drawer and click the Settings tab. Collaborate Desktop: User Guide 93

94 2. Click the Networks tab. 3. Click New (if adding a new profile) or Details (if editing an existing profile). 4. In the Profile Details dialog box, click the Login tab. Mode Select Collaborate Central Mode to log Collaborate Desktop into Collaborate Central in order to receive management services, organizational directory, and telephony features (Call Forwarding, Call Pickup, Call Transfer, Invite). Select Stand Alone to operate Collaborate Desktop without Collaborate Central/gatekeeper management or telephony features. Automatic Login User Name Your videoconferencing system automatically logs in to Collaborate Central during Collaborate Desktop's startup. If this option is selected, you do not have to enter login details each time you run Collaborate Desktop. Your user name as it is listed in the Collaborate Central database and the Collaborate Central Administrator 94 Collaborate Desktop: User Guide

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