Lifesize Cloud Table of Contents

Transcription

1 Table of Contents Let's get started Call someone Add a contact Invite someone to call you Send an invitation from Google Calendar Send an invitation from Microsoft Outlook Call without a Cloud account Let's meet Create a meeting Add participants Manage cameras and views Share content Record calls and meetings Let's chat Using your Lifesize video system with Cloud Connect your Lifesize Icon Connect now Connect later Connect your Lifesize 220 Using third-party applications with Cloud Google Chrome and Calendar Microsoft Outlook Add-In Microsoft Lync Need help? Help me sign in Apps available for Lifesize Cloud Help me configure my app Best practices Still have questions? Manage your Cloud group Manage users Restricting domains Give a user advanced privileges Manage meetings Manage video systems Configure account settings Configure Lifesize Cloud Configuring Single Sign On Generic workflow for configuring Single Sign On Configuring Single Sign On using AD FS Configuring Single Sign On using Okta Identity Management Enabling dialing Configuring a web proxy Opening ports Microsoft Lync 2013 federation Microsoft Lync Online federation Troubleshooting Call statistics Collect diagnostics 1

2 Lifesize Cloud status What's new 2

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

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

5 Add a contact You can add contacts to your directory for fast and easy calling in several ways. Add someone to your Favorites Choose a name from your recent calls, the directory, or the meetings list and click once to open the contact card. Click to add the contact to your Favorites. If you'd like to remove someone from your Favorites, simply click again. Add a personal contact to your directory You can also add personal contacts to your own directory. Select, then click or Add and enter the contact name and their dialing information. Your personal contacts appear in your directory only. They are not accessible to others in your Cloud group. Add someone to your company's Cloud account Share the power of Lifesize Cloud by inviting new users to join your account. Select, then click Share to the new user with all of the information they need to get started with Lifesize Cloud. Once the user has signed up, they are added to your company's directory and have access to everyone in the directory. Invite someone to call you as a guest If you'd prefer not to add your contact to the company directory or if you re not able to add a user to your company s account, you can invite them to call you as a guest. Select, then to send them an with dialing details, or choose Calendar to use your default calendar program to schedule a call. Learn more about inviting people to calls and meetings. 5

6 Invite someone to call you You can invite anyone to call you: users who have a Cloud account (and appear in your company's directory), users who have a Cloud account with their own company, and guests. Send an invitation from the directory If someone is already a member of your Lifesize Cloud group, or you have added them as a personal contact, you can invite them to call you from the directory. Click their name once to see their contact details, then choose to invite them by or schedule a call using your default calendar program. Send an invitation to other Cloud users If you want to meet with a Cloud user from another company, select and choose to either an invitation or schedule a call using your calendar program. You can also copy the content of the invitation to the clipboard for easy editing. You can also send an invitation to a meeting: find the meeting in your directory, click once to see the meeting's contact details, then choose to invite users by or schedule the meeting using your default calendar program. Invite someone to call you as a guest Select > to send a guest an with dialing options, or choose Calendar to use your calendar program to schedule a call. Guests can also call you from the web app by clicking Call Me in the invitation. If they are calling from a video system, they can use the IP address listed in the invitation. Note: If you are inviting someone to call you from a video system that is outside your Lifesize Cloud group, their video system must be on a public IP address. If they have a Lifesize 220 system that is not connected to Lifesize Cloud, the system can be on a public or private IP address; however if it s on a private IP address, the 220 system must initiate the call. You can also send invitations from Google Calendar and Microsoft Outlook. 6

7 Send an invitation from Google Calendar Lifesize Cloud Easily send meeting invitations directly from Google Calendar using the Google Chrome extension for Lifesize Cloud. Download and install the Google Chrome Extension, then follow these steps: 1. In your Chrome browser, click on the right of the the address bar and select Schedule Google Calendar. This opens a new meeting template in Google Calendar in a new tab. 2. Enter a title for your meeting and edit the date and time of the meeting. 3. Click to identify the meeting as a Lifesize Cloud call. Log in to your Lifesize Chrome extension if prompted. 4. Select an existing meeting or select Your Name to have users join the meeting by calling you. The corresponding URL and text appear in the meeting invitation. 5. Optional: Add text to clarify the purpose and goals of the meeting in the Description field. 6. Add addresses of guests in the Add Guests field. 7. Click Save at the top of the page. Tip: Create a meeting in the Lifesize Cloud app for recurring meetings. Create on demand meetings by selecting Your Name. View how to schedule a Lifesize Cloud meeting from Google Calendar. 7

8 Send an invitation from Microsoft Outlook Lifesize Cloud You can send meeting invitations from your Microsoft Outlook calendar. The first time you use this add-in, you must enter your account credentials and create default settings. Access Lifesize Cloud from the Home ribbon on Microsoft Outlook Calendar. The Lifesize Cloud group includes two buttons: Click Click to quickly create a meeting invitation based on default settings. to create a unique meeting invitation or to configure your default settings. 1. On your Outlook Calendar home ribbon, click Schedule Meeting under to open the dropdown menu. 2. Select Schedule Meeting. 3. In Meeting Location, select the meeting name or select Call me. 4. Click Select. 5. Adjust the time and date, add the people you want to invite, and add additional meeting information to the body of the invitation. 6. Click Send. Tip: Create a meeting in the Lifesize Cloud app for recurring meetings. View the Lifesize Cloud meeting from Microsoft Outlook video. 8

9 Call without a Cloud account You can call Lifesize Cloud users even if you don't have a Cloud account. Call from the Lifesize app Open the Lifesize app and click Guest User. Enter your name and the number of the person you want to call. The number uses this format: extension@lifesizecloud.com You can download the app here. Call from a standards-based video system You can make and receive calls or join meetings with any SIP or H.323 video system or bridge: Enter lifesizecloud.com and the user or meeting's extension when prompted. Enter the user's IP address for video calls. Wait for the prompt before entering an extension. If you've received an invitation to join a Lifesize Cloud call, click the link in the invitation to open the Call Me page where the calling information appears. Notes: Your video system must be on a public IP address. Your Lifesize 220 system (when not connected to the Lifesize service) can be on a public or private IP address when placing a call to Lifesize users. You must initiate the call to Lifesize users if you're on a private IP address. Call from a phone You can join a Lifesize Cloud video call or meeting as an audio-only participant from your phone. In the US, dial , then enter the extension of the person, or meeting, when prompted. If calling from other countries, use these international numbers. Lifesize Cloud users, learn how to call someone. 9

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

11 Create a meeting A Lifesize Cloud meeting is perfect for regularly scheduled or recurring events. No one needs to initiate the meeting; it is always available, and participants can join at any time Select to open the Meetings tab, then click or Add. Enter a meeting name and description. The meeting name appears in the directory listing and populates the subject line. The meeting description appears in the body of invitations. Set advanced options: Require a passcode to join the meeting: Everyone in your Cloud group can see your meetings in the directory, but you can increase security by including a passcode to join. The passcode is automatically included in invitations and calendar entries. All participants must enter a 4-10 digit numeric code to join the meeting. Choose a moderator: The moderator can remove participants. The moderator can also mute and unmute all participants in a meeting. Participants must unmute their own microphones to be heard. Choose a lecturer: Participants see the main speaker but not each other. The lecturer can remove participants. Meeting owners If you create a meeting, you are the meeting owner. As the owner, you can remove participants during the meeting. You can also edit and delete your meetings. Click once on the meeting name to open the meeting details tab. Click Delete or click Edit to change the name, description, or any advanced options. Meeting owners have access to all recordings of their recurring meeting and they determine the audience for their recordings within the Cloud group. Account managers determine whether people outside the Cloud group can view recordings. Account managers can edit and delete all meetings. Learn more about recording calls and meetings. 11

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

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

14 Share content During a call or meeting, click to start sharing your desktop. If someone else is presenting, you ll have the option to stop their presentation before you begin yours. You ll see when you re sharing your screen. Participants in the call see when they are viewing your presentation. Use the arrows between the presentation and call windows to resize them. Click to stop sharing. Voice plus presentation participants You can join meetings as an audio caller, and view presentations and share content. You must join the meeting from the search-based directory. Click the meeting name to open to the contact card for the meeting, then choose to connect as an audio caller with content sharing capabilities. View a video about presenting in a meeting. 14

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

16 Let's chat Chat with other people in your Cloud group at any time. Select then to see a list of names of people available to chat. You can also start a chat from the directory. Select a name and then click from the person s contact card to start chatting. If the device doesn t support chat, for example a room system, the icon will be grayed out. If you are chatting with someone, click or Call from the chat window to call them. You can have multiple chat sessions, each with an individual participant. Each person you chat with appears in the left column, and chat contents appear in the right. Select a different name in the left column to switch between conversations. View a video about how to chat. 16

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

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

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

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

21 Connect your Lifesize 220 Once you have a Lifesize Cloud account, you can connect your Lifesize 220 video system to the Cloud service. Is my system connected already? From your 220 system, navigate to Administrator Preferences > Communications to view the status of the system. If it's connected, Ready shows for Lifesize Cloud Service. When you're connected, your 220 behaves like the Cloud app on your other devices: Lifesize Cloud applies configuration settings to the system directly. All contacts in your company s Cloud group are available from your system directory. Your 220 can add video participants and accept multiple incoming callers to the active call. Software upgrades are automatically applied to your Icon instead of requiring you to perform a manual update from a separate file. The system prompts you to apply the update, allowing you to delay the operation if desired. Connect your 220 to Lifesize Cloud Connect to the Lifesize Cloud service during initial configuration. To initiate this process after installation, reset your system to its default settings. Remember: You must have a Lifesize Cloud user account to connect your 220 to the service. You can associate a 220 system to an individual user or a conference room: Individual user Conference room Me allows Cloud end users to associate the device to themselves.user allows Cloud account managers to associate the device to any user in their Cloud group. Use this option if the device resides in a conference room and is intended for multiple users.creates a separate Cloud account for the 220 system. Enter a name for the system that appears in the Cloud directory. Optionally, enter an address for calling the system. Upgrade your 220 system to software version 5.0 or later. 1. When the initial configuration wizard presents the Lifesize Cloud preference, select Enabled. 2. Open a browser and navigate to the URL shown on your Sign in to Lifesize Cloud by entering your Cloud address and password. 4. Enter the activation code shown on your Navigate to Administrator Preferences > Communications to view the status of the system. If 6. it's connected, Ready shows for Lifesize Cloud Service. Disconnect your 220 system from Lifesize Cloud Reset your system to its default settings in Administrator Preferences > System > System Reset. When the initial configuration shows the option to enable the Cloud service, select Disabled. Ask your Cloud account manager to remove the system from your Cloud user account. 220 meetings on Lifesize Cloud Meetings on a 220 system that is not connected to Cloud are different than meetings created on 21

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

23 Using third-party applications with Cloud Lifesize Cloud Create or join Cloud meetings directly from your third-party applications, such as Google Calendar, Microsoft Outlook, and Microsoft Lync. 23

24 Google Chrome and Calendar Send Cloud meeting invitations directly from Google Calendar or use your Google Chrome Browser. Google Calendar Configuration Download and install the Google Chrome extension for Lifesize Cloud from the Chrome Web Store Click to the right of the address bar in your Chrome browser. Select Extension Settings. Enter your Lifesize Cloud credentials. Choose the default meeting and enter any custom text you want to include in your meeting invitations. Tip: Create a meeting in the Lifesize Cloud app for recurring meetings. View a video about scheduling a Lifesize Cloud meeting from Google Calendar. Join a Lifesize Cloud meeting in your Google Chrome browser Join a meeting quickly without downloading or starting an app Click the dialing options link in your meeting invite to go the Call Me page. Click Google Chrome Connect. Select Allow to give permission to use your camera and microphone. Enter your name and click OK. View a video about joining a Lifesize Cloud meeting from Google Chrome. 24

25 Microsoft Outlook Add-In Access Lifesize Cloud from the Home ribbon on Microsoft Outlook Calendar. The Lifesize Cloud group includes two buttons: Click Click to quickly create a meeting invitation based on default settings. to create a unique meeting invitation or to configure your default settings. Tip: Set your Default Meeting Location to Call me. Click meeting by having all participants call you directly. to quickly create an on demand Configure your Microsoft Outlook add-in The first time you download and install the Microsoft Outlook add-in, you must configure your settings: On your Outlook Calendar Home ribbon, click Schedule Meeting under. Select Account Credentials. In the Lifesize Login Credentials window, enter your Lifesize Cloud address and password. Click Save. Click Schedule Meeting again and select Settings. Select the Default Meeting Location. If you recently created the meeting in your app and do not see it in the list, click the arrow to the right of the list to refresh it. Optional: To add customized text to all your Lifesize Cloud invitations, enter it in Customize Invitation. You can edit this text when you create your meetings. 25

26 Microsoft Lync You can use your Microsoft Lync client to join a meeting. Microsoft Lync Users Join a Lifesize Cloud meeting with Lync: Click the View dialing options or install the app link in the meeting invitation. On the Call Me page, click the Microsoft Lync button. When the Lync message window appears, click the camera icon, and select Start My Video. Add a Lifesize Cloud virtual meeting room to your Microsoft Lync contact list: 1. Add the virtual meeting room extension (e.g @lifesizecloud.com) to your contacts list in Microsoft Lync. The virtual meeting room extension is a number located in the meeting invitation or on the Call Me page. 2. When you are ready to join the meeting, find the meeting in your contacts list. 3. Right-click on the meeting and select Start a Video Call. Microsoft Lync Server Administrators Lifesize Cloud supports the Microsoft Lync Online and Lync 2013 environments. You must initiate federation between your Microsoft Lync 2013 server or Microsoft Lync Online server and Lifesize Cloud to allow users to create and attend Lifesize Cloud meetings through Microsoft Lync. View a video about joining a Cloud meeting from Microsoft Lync. 26

27 Need help? Help me sign in What apps are available for Lifesize Cloud? Help me configure my app Best practices Still have questions? Account managers, troubleshoot your issues. 27

28 Help me sign in Your company s Lifesize Cloud account manager will send you an invitation to join your company's Cloud group. Follow the instructions in the invitation and download any apps. Be sure to verify your address to activate your account. If you do not receive the verification , check your spam folder. If you sign up on the Lifesize website, you will not be connected to your company's group or directory. If you ve signed up but cannot see the rest of your company in the directory, contact your account manager. If you've signed up but can't sign in, you may have downloaded the app or connected your Lifesize video system without registering for Cloud. Ask your Cloud account manager to send you another invitation. If you can't remember your password, click Forgot password and we'll send you a reminder. Go here to download the app for all supported platforms. If you're an account manager, sign in to the web console to manage your Cloud group. 28

29 Apps available for Lifesize Cloud Download the app to get started making calls from all of your devices. If you're using the Windows app,.net or later is required. 29

30 Help me configure my app Configure your app under Preferences in the top menu. Video Audio Defaults to Auto, which shows the current camera. Click to move your supported PTZ (pan-tilt-zoom) camera at any time. Defaults to Auto, which shows the current microphone (and power level) and speakers. Click Test to play sound from the current speakers. Collect Data Allows the app to collect usage data. The app uses external devices if detected. If you have multiple external devices and the Auto selection is not optimal, select a device directly from the dropdown menu. 30

31 Best practices Follow the best practices recommended by your video system manufacturer for optimal performance with Lifesize Cloud. Audio Other callers can't hear me Some Mac devices ask for your permission to access the mic when you start the Lifesize Cloud app the first time. If you select No by mistake, your audio is unavailable to callers. Solution: Select Settings > Privacy > Microphone and enable the Lifesize Cloud app. Wired headsets For optimal audio with desktop and mobile clients, use wired headsets. If you are using headphones with two connectors with models of Mac devices that use a single analog headphone port, you must connect them with a TRRS converter. Noise reduction option Mac users should enable the Apple noise reduction option on the mic input for optimal audio quality. Video Ensure that the system maintains the best possible image quality by altering the lighting and background of your environment as necessary, or adjusting camera settings according your vendor's recommendation. 31

32 Still have questions? If you don't see the answer to your question here, contact your local Lifesize representative. If you need additional assistance, contact Lifesize Technical Services. Refer to the training videos for a visual demonstration of some of the features of Cloud. Join our Lifesize Community to stay informed on all things Lifesize Cloud. Sign up today. 32

33 Manage your Cloud group A company typically has one Lifesize Cloud group with one account manager. Account managers use the web console at manage.lifesizecloud.com to manage users and video systems. From the console, you can also monitor usage and quality metrics such as participation per user and room, call length, and system usage. Managing your Cloud assets from the web console Manage users and give users advanced privileges Manage scheduled meetings Manage the video systems in your Cloud account Access account settings for subscription and account information, tools for configuring Single Sign On, customizing Cloud features, and reviewing network information. If you re interested in joining Lifesize Cloud, register for a Cloud account for your company. 33

34 Manage users You can manage users in your Lifesize Cloud group from the web console. Sign in and select to open the Directory, then select the Users tab. Invite someone to join your group To invite someone to your group, open the Users tab, then click Add Users to send an invitation or copy a link to . Note: Account managers must send invitations to their users directly to ensure that users are associated with the company s Lifesize Cloud account. If users sign up on the Lifesize website themselves, they may inadvertently create a separate Cloud group and they will not be connected to your company group or directory. If a user has not signed up and did not receive an , ask them to check their spam folder. The number of users you can add to your Cloud group depends on your company subscription. Learn more about subscription plans. Users inviting new users Users in your group can invite other people to join the group by sending an invitation from the Invite tab in the app. Although you want your Cloud group to expand and be active, you may want to restrict new users to your company domain. Then, users can invite people to join them as a guest for calls and meetings instead. Learn more about inviting a guest. Delete a user account Click the checkbox beside the user name, then click Delete Selected Users to delete them. Change a user password To reset a user s password, select the user s name to open the Edit User tab. Click Reset Password to send an to the user with a password reset link. Change a user s name To change the name of a user, select the user s name to open the Edit User tab. Enter the new name and click Update User to save. 34

35 Restricting domains As an account manager, you can automatically approve new users with authorized addresses, and restrict new users without authorized addresses from joining your account. Enter domain addresses to automatically approve new users with address that match the domain on the Advanced Settings > Features and Options page of the web console. Users attempting to join your account with an address that does not match the domain receive an error From the web console, navigate to Advanced Settings > Features and Options. In the Restrict new users to these domains field, enter the domains you want to allow. Click Enter to add another domain. Click Update. 35

36 Give a user advanced privileges Account managers can give users permission to manage other users, meetings, and systems From the web console, click. Find the user in the directory and click the user's name. In the Edit user tab, select Give user access to the web console. Click Update User. Permissions for users with web console access are defined as follows: User accounts View all user accounts that belong to the Cloud account. Add new user accounts. Manage accounts for self and other users: delete, update the display name and address, reset the password. Manage accounts for other users with access to the web console or for the account manager's account. Meetings View all meetings that belong to the Cloud account. Add new meetings. Manage meetings owned by self, other users, and users with access to the web console: delete, update the meeting name and passcode. Manage meetings owned by the account manager. Video systems View all connected video systems that belong to the Cloud account. Connect video systems as shared or personal devices. Manage video systems that are shared or associated with self, other users, and users with access to the web console: remove or update the connection. Manage video systems that are associated with the account manager. Advanced Settings Configuring Single Sign On Set default screen layout for all meetings Allow users to record calls and meetings Allow users to publicly share recordings Set the language for the group Enable/Disable Group Chat Feature Restrict new users to a specific domain Set Gateway Tunneling Bit Rate for calls Allowed Allowed Allowed Not allowed Allowed Allowed Allowed Not allowed Allowed Allowed Allowed Not allowed Not allowed Allowed Allowed Not allowed Allowed Allowed Allowed Allowed 36

37 Manage meetings Account managers can manage all of the scheduled meetings from the Meetings tab of the web console, including: Setting the number of days to keep inactive meetings Creating new meetings Deleting meetings Account managers can also edit meeting details, including changing the meeting owner. Click the meeting name to open the Edit Meeting tab. Note: Meeting owners own any meeting recordings and are able to set the sharing permissions of recordings within the Cloud group. Account managers determine whether recordings can also be shared with people outside the group. Learn more about creating meetings and meeting options with Lifesize Cloud. 37

38 Manage video systems Account managers can view all of the video systems in their Cloud group from the Video Systems page of the web console. Click to access the page. To remove a system from Lifesize Cloud, select the checkbox next to the system's name and click Disconnect system from Cloud. If you remove a system associated with an individual user or shared conference room, only the system is disconnected. The user or conference room account is still available in Lifesize Cloud. If you are in the same network as the Icon, click to access the Icon's web interface. Add an external group contact Account managers can add group contacts to the shared directory, such as third party systems that are not connected to Lifesize Cloud. 1. On the Directory page of the web console, select the Group Contacts tab. 2. Click Add Contacts. 3. Enter the display name and dial string for the contact. The dial string can be an extension, mail address, video or phone number, public IP address, etc. This string must be unique (two contacts cannot have the same dial string) and can be no longer than 255 characters. 38

39 Configure account settings Configure settings for your Cloud account from the web console. Click your profile name in the upper right, then choose Advanced Settings. Profile The Profile tab shows details of your company s Lifesize Cloud subscription. You can edit account and personal details, including your password and address. Changing the language in the Personal section changes the language in your web console view only. Features and Options Manage global settings for your Lifesize Cloud account from the Features and Options tab. Any changes you make here apply to your entire Cloud group. Preferred screen layouts: Choose default layouts used for all calls and meetings. Recording settings: Allow recording of calls, and specify whether users can share recordings outside of the group. The meeting or recording owner determines the audience within the Cloud group. Go to the Dashboard to see available recording hours which are based on your subscription plan. Group language: Choose the language in the interface for the entire group. Enable chat: Allow users to chat any time. Restrict domains: Limit the domains for new users. Network The Network tab details the IP addresses and locations the Lifesize Cloud service uses. Set the Gateway Tunneling Bit Rate to the maximum kb/s for calls. Downloads for extensions are available on the Advanced Settings > Network tab. Windows Installation Package Lifesize Google Chrome Extension Lifesize Microsoft Outlook Add-In 39

40 Configure Lifesize Cloud Configure your Cloud account to seamlessly integrate the Cloud service into your company's environment. Configuring Single Sign On Enabling dialing Configuring a web proxy Opening ports Microsoft Lync 2013 federation Microsoft Lync Online federation 40

41 Configuring Single Sign On Lifesize Cloud supports Single Sign On (SSO) using any SAML 2.0-compliant identity provider (IdP) framework. Before you begin Verify that your Lifesize Cloud subscription supports SSO. Learn more about subscription plans. Confirm that your company uses a SAML 2.0-compliant IdP or identity framework. You must be able to configure your identity platform settings to register Lifesize Cloud as a trusted app. Learn more about configuring SSO Generic workflow for configuring Single Sign On Windows Active Directory Federation Services (AD FS) Okta Identity Management 41

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

43 Configuring SSO in Lifesize Cloud 1. From the web console, open Advanced Settings > SSO Integration and set these values: Identity Provider Issuer: A unique identifier for your IdP, which is available in your IdP configuration interface. Login URL: The URL where your IdP receives single sign-on requests. Certificate: The encoded information for your security certificate that your IdP generates. First Name, Last Name, and Attributes that SAML uses to identify users. Your IdP submits them to the Lifesize login service and the login service uses these attributes to build an account for each user. 2. After configuring your IdP and Lifesize Cloud settings, click Test to confirm your configuration. Your settings are validated against your IdP. 3. Once testing is successful, click Update to enable SSO. 4. Copy the URL from the Relay State field, then enter it as the default relay state setting in your IdP. Note: The Relay State field is populated after you enter your settings and click Test in Lifesize Cloud. Relay State configuration is required for IdP initiated flow to work correctly for Lifesize Cloud. 43

44 Configuring Single Sign On using AD FS These instructions assume you are using Microsoft Active Directory Federated Service identity framework (AD FS) 2.0. If you are using a later version, make sure that Intranet Forms Authentication is enabled (Authentication Policies > Primary Authentication > Intranet Forms Authentication). Configure AD FS 1. Sign in to your AD FS management console. 2. In the left navigation pane, select Relying Party Trust. In the right navigation pane, click Add Relying Party Trust. 3. Click Start. 4. In Select Data Source, choose Enter data about the relying party manually. 5. In Specify Display Name, enter a name (for example, Lifesize Cloud) for the relying party you are creating (plus any notes). 6. Choose AD FS 2.0 profile. 7. Copy and save the Lifesize X.509 security certificate to a file named lifesize.crt BEGIN CERTIFICATE----- MIIEHzCCAwegAwIBAgIJAOeNkbnxVVV/MA0GCSqGSIb3DQEBBQUAMIGlMQswCQYD VQQGEwJJTjELMAkGA1UECAwCS0ExEjAQBgNVBAcMCUJhbmdhbG9yZTERMA8GA1UE CgwITGlmZXNpemUxFzAVBgNVBAsMDkNvbW11bmljYXRpb25zMRowGAYDVQQDDBFs awzlc2l6zwnsb3vklmnvbtetmcsgcsqgsib3dqejaryechjvzhvjdg1hbmfnzw1l bnrabglmzxnpemuuy29tmb4xdte1mdcwnjewmtixnloxdti1mdcwmzewmtixnlow gauxczajbgnvbaytaklomqswcqydvqqidajlqtesmbaga1uebwwjqmfuz2fsb3jl MREwDwYDVQQKDAhMaWZlc2l6ZTEXMBUGA1UECwwOQ29tbXVuaWNhdGlvbnMxGjAY BgNVBAMMEWxpZmVzaXplY2xvdWQuY29tMS0wKwYJKoZIhvcNAQkBFh5wcm9kdWN0 bwfuywdlbwvudebsawzlc2l6zs5jb20wggeima0gcsqgsib3dqebaquaa4ibdwaw ggekaoibaqdn6r/qwovemypcprbksgevklaedcc08lq0yxb3s3hemau6i7zcr6ju ss1ldhxrr7zjhkk148loa0p5/3kbyd5p4rpg03levpni43p8sa6uct7oeu3to/av jqlklyxw9f2bx5bhdqgv7ftr8n1o9gmzauwjd7lfrevgrom8r/ih60/l1smpcyx2 yij4vq80gsonpyxvc7anmnfjglkysozbfetpxzgkgr9jqotadrjf6oeerxbhkcjq VHIjQvW1Dt4jEQT1ndOzLt0Kw/MzrbxkokQ2JhGuGUWX1o/OPDrQ5nflYN9rhJgO SiTsB1e4T9loeZTUjDPi3y2dVWDZXM8tAgMBAAGjUDBOMB0GA1UdDgQWBBSe51Gq i8w/xjp/qmltihly/hqwxzafbgnvhsmegdawgbse51gqi8w/xjp/qmltihly/hqw XzAMBgNVHRMEBTADAQH/MA0GCSqGSIb3DQEBBQUAA4IBAQB6O0X7VS9dFaDQI30N Mgabvc3RRkn0QiIC42uX3NB9Lt75k/KWK5keOlTci339qZHatEii6ZkGp9eLrW/9 7sCitBrM7RXRpYf7IVGTRLb6NYrKitM5wAxpFwj18/2DZi4ugg3DaFCAUz7jMi1L UMeu/X59ilFn5sx7wz+J/VJAHF2W17vdpBY6qXXAdv9BwO5ii4g5W0gWAcVQKL8k 7kz7ZEx+Fpn3HT3vB09ZWrtIZlFttc/+B7C9kAvR69H73Exg1wHAuFfXeIwC3zTs sv7jxd2yjocmc9tp8mpxean9nemfkbbmvvuchqin0tkt+lzjjfq0akcng542ktwg vwjt -----END CERTIFICATE In AD FS > Configure Certificate, use the Browse button to locate the certificate and upload it, then click Next. 9. In Configure URL, select Enable support for the SAML 2.0 WebSSO protocol and enter this URL: In Configure Identifiers, enter this URL in Relying party trust identifier, making sure to include the closing slash /: 44

45 Click Add to move the identifier in the display list, then click Next. In Choose Issuance Authorization Rules, select Permit all users to access this relying party, then click Next. In Ready to Add Trust, review the settings then click Next to add the relying party trust to the AD FS configuration database. You have created and defined a relying party. Next, create a claim rule determining how this relying party communicates with Active Directory. Add a Claim Rule 1. If the Edit Claims Rules window is not open, right-click on the relying party you created (Trust Relationships > Relying Party Trusts) and select Edit Claim Rules. 2. Select the Issuance Transform Rules tab, then click Add Rule. 3. In Select Rule Template, choose Send LDAP Attributes as Claims from the claim rule template dropdown menu, then click Next. 4. In Configure Rule, name the claim rule, using a name that describes its purpose, for example Get attributes from AD.) 5. Select Active Directory in the attribute store dropdown menu. 6. Map your local LDAP Attributes to the matching Outgoing Claim Types values. Attribute names or statements (Given Name, Surname, Address) must match those in Lifesize Cloud. 7. Click Finish. 8. In Edit Claim Rules, select the Issuance Transform Rules tab, then click Add Rule. 9. In Select Rule Template, choose Send Claims Using a Custom Rule, then click Next. 10. Assign a name, then enter this definition in the Custom rule field: c:[type == " => issue(type = " Issuer = c.issuer, OriginalIssuer = c.originalissuer, Value = c.value, ValueType = c.valuetype, Properties[" = "urn:oasis:names:tc:saml:2.0:nameid-format:transient", Properties[" = " 11. Click Finish, then click OK or Apply to save the rule. 12. In the main AD FS window, select Relying Party Trusts from the left navigation. 13. Right-click the Relying Party Trust you just added and select Properties. 14. Select the Signature tab, then click Add Browse to the lifesize.crt certificate file you saved earlier, and upload it to AD FS. 16. Select the Advanced tab, and set Secure hash algorithm to SHA Click OK when complete. Configure, Test, and Enable SSO in Lifesize Cloud Setting up AD FS on your Windows server automatically creates an XML-based metadata file at: This metadata is exchanged between AD FS and Lifesize Cloud when a user is authenticated, forming the basis for a relying trust. 45

46 First, locate the FederationMetadata.xml file on your Windows server. Open it with any standard text editor. 1. Sign in to the Lifesize Cloud web console. 2. Click on your profile name and choose Advanced Settings. 3. Go to SSO Integration > SSO Configuration and complete these fields using the contents of your AD FS metadata file: Identity Provider Issuer: Copy the <entityid> attribute from your metadata file and paste the URL in this field. For example, if your <entityid> attribute looks like this:<entitydescriptor xmlns="urn:oasis:names:tc:saml:2.0:metadata" entityid=" trust" ID="_ad6616ef-6c0d-4866-b8ed-4d2c24e98e91">Your entry for this field is: Login URL: Copy the <SingleSignOnService Location> attribute from your metadata file and paste the URL in this field. For example, if your <SingleSignOnService Location> attribute looks like this:<singlesignonservice Location=" Binding="urn:oasis:names:tc:SAML:2.0:bindings:HTTP-Redirect"/>Your entry for this field is: Certificate: Copy the X.509 security certificate from the <Signature> definition of your metadata file, and then paste it in this field. NOTE: Do not use the certificate contained in the <KeyDescriptor> definition. 4. In SAML Attribute Mapping, enter the URI values from your metadata file for the following mapping attributes: First Name: If your metadata file contains a claim type describing first name like this: <auth:claimtype xmlns:auth=" Optional="true" Uri=" <auth:displayname>given Name</auth:DisplayName> <auth:description>the given name of the user</auth:description></auth:claimtype>your entry in the First Name field is: Last Name: Follow the same method for the surname attribute. In this example, your entry is: Follow the same method for the address attribute. In this example, your entry is: 5. Click Test to validate your settings with the AD FS identity provider server. 6. Once testing is successful, select Enable SSO, then click Update. 7. Copy the URL in the Relay State field to your clipboard. Note: The Relay State field is populated after you enter your settings and click Test in Lifesize Cloud. 8. Back in AD FS, paste the Relay State URL in the AD FS Default Relay State field. 9. Click Save. 46