LifeSize Connections GUIDE FOR ADMINISTRATORS AND END USERS

Transcription

1 LifeSize Connections GUIDE FOR ADMINISTRATORS AND END USERS

2 Table of Contents Before You Get Started... 3 LifeSize Connections Roles... 3 Automation... 3 Terms... 5 System Requirements... 6 Administrator... 6 People Users... 6 Rooms... 6 Bandwidth... 6 Getting Started... 7 Online Trial Accounts... 7 Voucher Trial Accounts... 7 Trial Conversion... 7 E-Commerce Paid Account... 8 Voucher Paid Account... 8 Adjusting Your Administrator Portal Settings... 9 Edit Contact Information... 9 Change Password... 9 Change Account Language... 9 Managing People Accounts Adjusting Seat Quantity Creating Individual Users Importing a List of Users New User Welcome Software Deployment and Updates Additional Actions Managing Room Accounts Adjusting Seat Quantity Creating Individual Rooms Importing a List of Rooms Room Configuration Additional Actions Reporting Detailed Call Data Records Usage Reporting End User Guide Getting Started Installing the Soft Client Log In Screen First Use Making Calls and Other Collaboration Functions LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 2

3 Before You Get Started LifeSize Connections Roles LifeSize Connections is a managed, cloud-based HD video collaboration service. It was designed to be easy to deploy, use and administer. The LifeSize Connections infrastructure-as-a-service (IaaS) offering leverages the power of our hosted cloud infrastructure to significantly reduce the complexity and load on IT resources compared to traditional on-premises deployments. Before getting started, it is important to understand the three roles associated with the service: Administrator, People and Rooms. LifeSize Connections is structured to be a centralized service that is set up and managed by an Administrator, who is responsible for creating the company s Connections account and setting up the end users accounts, whether those are desktop seats or meeting room seats. The Administrator needs to know only basic information about the People and Rooms to create their accounts. Administrator The Administrator is the user who has been granted permission to manage and oversee your company s deployment of LifeSize Connections. Among other things, this individual is responsible for creating seats for individual end users and meeting room endpoints within your organization. We call these two kinds of seats People and Rooms, respectively. By default, the Administrator is not assigned a People or Room account. The Administrator does not necessarily need to be an end user of the Connections services, although most Administrators are as a convenient way to communicate with other end users and meeting rooms throughout the organization. account requires knowing the serial number of the endpoint and that it is assigned a name, such as The Boardroom. Automation LifeSize Connections automates most common administrative tasks. Communications LifeSize Connections delivers all service- and account-related communications via , including the sending of Administrator and People user account credentials. It is critical to ensure that you are able to receive s successfully from the lifesizeconnections.com domain. When you provide your Administrator s address during the account creation phase, there is an option to send a test to the address you provided. This is to help you determine whether you can receive from the LifeSize Connections cloud. If you initiate a test and it is not received moments later, please check your spam folder and/or modify your spam settings to allow s from the domain lifesizeconnections.com People People are end users who have been assigned a personal desktop seat within your company by the Administrator. These are currently available for use with either a Mac or a PC. The Administrator need only know the addresses and first and last names of end users in order to create People seats for them. Rooms Rooms are LifeSize endpoints that have been allocated a meeting room seat within your company s deployment of LifeSize Connections. Setting up a room LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 3

4 User Credentials When you create People accounts, the LifeSize Connections service automatically sends an to each user with account credentials and instructions on where to download the software for PCs and Macs. Room Configuration Rooms generally do not have addresses. When the Administrator creates Room accounts, he or she will need to enter the serial number for that endpoint and name the room. Once the Room seat has been assigned to an endpoint, the Administrator or a colleague will need to select Enable Connections on the endpoint. Then, the endpoint will contact the LifeSize cloud service, identify itself by serial number and receive its configuration and directory information automatically. Directory Services All People and Room accounts created will automatically be able to see the directory of all desktop users and rooms in your LifeSize Connections deployment. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 4

5 Terms Administrator The Administrator is the user who has been granted permission to manage an organization s LifeSize Connections account and service. This individual is responsible for creating and managing accounts for People and Rooms. This person is not automatically assigned an end user account, but he or she may find it useful to also register as an end user, making it easier to facilitate communication with end users throughout the organization. Administrator Portal The Administrator Portal is the secure, web-based console where the Administrator creates and manages the subscription(s) and the People and Rooms seats for his organization s LifeSize Connections account. The Administrator Portal also contains valuable reports on usage and detailed call records. Administrator Portals are accessible at You must have valid Administrator s login credentials to enter the portal. Connections ID The unique identifier for all People and Rooms assigned to LifeSize Connections seats, active or inactive..csv file A comma-separated values (CSV) file stores tabular data (numbers and text) in plain-text form. This file format is editable in commonly available spreadsheet and text editor applications. Endpoints A general term for LifeSize HD video systems hardware. These are dedicated hardware devices enabling HD video conferencing in meeting rooms or offices. People A seat that grants user access via a soft client (PC or Mac) that is assigned to a specific end user of LifeSize Connections. Purchased Subscription Voucher A flexible method for subscribing to LifeSize Connections that is available exclusively from LifeSize Partners. Rooms A seat that grants user access via a room endpoint that is assigned to a specific serial number. Seats (or Users) The unit of measure for subscribed access to LifeSize Connections. Each seat may be assigned to a single Connections ID at a time. Slider The mechanism for adjusting seat quantity and subscription time in an annual voucher based subscription. Soft Client A general term for software that can access the LifeSize Connections service. Subscription(s) A combined metric of the number of active seats for a specific period of time. Trial Subscription Voucher An alternative mechanism for creating a free trial account. Trial vouchers may be stacked to enable a wider (more seats) trial for a fixed duration of 30 days. Trial vouchers are available from LifeSize Partners globally. 30-Day Free Online Trial LifeSize Connections is available to try for free by signing up online at Free trials include an Administrator Portal and a quantity of People and Room seats, valid for 30 days. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 5

6 System Requirements Administrator Creating and using a LifeSize Connections Administrator Portal can be done from most Web browsers. Supported browsers include Internet Explorer, Chrome, Safari and Firefox. If you experience difficulty accessing a specific feature or function, it is recommended that you verify you are using the latest version of your preferred browser. People Users PC and Mac platforms are supported with the following system requirements: Operating Systems: Windows 7, Mac OS X 10.6 and higher, Windows Vista 32 and 64 bit, Windows XP 32 bit with SP2 or SP3 Processor: Intel Core 2 Duo 2.4 Ghz or higher (lower CPU will result in reduced performance) Memory: 1 GB Storage: 60 MB available hard drive space Rooms The following LifeSize endpoints, running software version 4.9 or higher, are supported on LifeSize Connections: LifeSize Passport LifeSize Passport Connect LifeSize Express 220 LifeSize Team 220 LifeSize Room 220 LGExecutive, powered by LifeSize Bandwidth The level of available bandwidth will affect the amount of the video and data that can be sent between two parties. The recommended bandwidth per seat overall is about 1.5 mbps upstream and downstream. The minimum required bandwidth varies by call type and by client and endpoint. The Connections service handles all scaling and compositing of multiparty video streams in the cloud. LifeSize Connections clients will automatically adjust to bandwidth conditions during calls to deliver the best possible video and audio experience for the given conditions. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 6

7 Getting Started If you have already set up your account, you may skip ahead to Trial Conversion or consult the E-Commerce Paid Account or Voucher Paid Account sections herein. Online Trial Accounts 1. Launch a Web browser and navigate to 2. Click Request Free Trial and complete the account creation steps. This requires no technical expertise; you need only provide your name, company name, address, address and telephone number. Note: The address you enter during this step will be designated as the Administrator s address. 3. When you have submitted the necessary information for creating your trial account, you as the Administrator will receive an from LifeSize Connections providing you with the following information: a link to securely set your LifeSize Connections Administrator password; a link to log in to your LifeSize Connections Administrator Portal and your Administrator Portal Number. Voucher Trial Accounts If you are working with a LifeSize Reseller, you may have received one or more free trial vouchers. To redeem your voucher(s), follow these easy steps:. 1. Launch a web browser and navigate to 2. Enter your first voucher on the web form and complete the account creation steps. This requires no technical expertise; you need only to enter your name, company name, address, address and telephone number. Note that the address you enter during this step will be used as the Administrator s address. 3. Once you have created your account, you will receive an from LifeSize Connections providing you with the following information: a link to securely set your LifeSize Connections Administrator password; a link to log in to your LifeSize Connections Administrator Portal, and your Administrator Portal Number. 4. If you have additional vouchers that you plan to use to set up larger numbers of trial users, you can redeem them on the Account page of your LifeSize Connections Administrator Portal. If you instead return to to redeem your additional vouchers, you will be asked to create an entirely separate Administrator Portal. 5. To redeem additional trial vouchers inside the same Administrator Portal, log in to your Administrator Portal using your account number or address and the password you set above. On the Main page, click Activate Now and then select Redeem Voucher. Follow the on-screen steps to completion. Repeat for each additional voucher. Trial Conversion LifeSize Connections free trials are limited to 30 days. Anytime during or after the trial period, users may convert the trial to a paid account by either redeeming subscription vouchers purchased through an authorized LifeSize reseller or paying online via credit card. To convert your trial to a paid account, log in to your Administrator Portal. On the Account page, click Activate Now and then click Buy Online or Redeem Voucher. Follow the on-screen steps to completion. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 7

8 E-Commerce Paid Account 1. Launch a web browser and navigate to 2. Click Buy Online Now and complete the account creation steps. This requires no technical expertise; you need only to enter your name, company name, address, address and telephone number. During this step, you will also set your account password, which it is important to remember. You will then be taken to a shopping cart to order the number of seats desired for your organization. 4. If you have additional vouchers, you can redeem them on the Account page of your LifeSize Connections Administrator Portal. If you instead return to to redeem your additional vouchers, you will be asked to create an entirely separate Administrator Portal. 3. Upon completion of your credit card transaction, you will receive an from LifeSize Connections providing you with the following information: a link to log in to your LifeSize Connections Administrator Portal, and your Administrator Portal number. Voucher Paid Account If you are working with a LifeSize reseller partner, you may have purchased one or more LifeSize Connections subscription vouchers from the partner. To create a new account and redeem the voucher(s), follow these easy steps: 1. Launch a web browser and navigate to 2. Enter your first voucher on the web form and complete the account creation steps. This requires no technical expertise; you need only to enter your name, company name, address, address and telephone number. Note that the address you enter during this step will be used as the Administrator s address. 3. After creating your account, you will receive an from LifeSize Connections providing you with the following information: a link to securely set your LifeSize Connections Administrator password; a link to log in to your LifeSize Connections Administrator Portal, and your Administrator Portal number. 5. To redeem additional vouchers inside the same Administrator Portal, log in to your Administrator Portal using your account number or address and the password you set earlier. On the main page, click Redeem Voucher. Follow the on-screen steps to completion. Repeat for each additional voucher. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 8

9 Adjusting Your Administrator Portal Settings Log in to your LifeSize Connections Administrator Portal at Edit Contact Information Click Edit Contact Info to modify the information associated with your account, including the address you used to access your account. Change Password Click Change Password to change the password associated with the account. Follow the on-screen instructions to change your password. Change Account Language This sets the default language for service-related s sent to the administrator and new users you establish under this account. This is independent of the language you use to navigate your Administrator Portal (see Change Language link in the upper-right corner of the page). LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 9

10 Managing People Accounts Log in to your LifeSize Connections Administrator Portal at The default page after login is the Account page. Navigate to the People page to gain access to People seats and related settings. Adjusting Seat Quantity LifeSize Connections was built with a variable consumption functionality that enables you to increase or decrease the number of available seats with ease. Depending on how you purchased your LifeSize Connections subscriptions, you can adjust your subscribed seats as follows: Using Subscription Vouchers LifeSize Connections vouchers may be consumed variably from 80% to 1200% of their denominated face value (seats). For instance, with a 10-seat annual voucher, usage may be consumed at rates from 8 seats over 15 months up to 120 seats over 1 month. The consumption rate may be changed as needed, even daily. Multiple changes may also be made within the same day. The intraday peak will be used for calculating subscription consumption for the day. To change seat quantity, navigate to the People tab and click Change Seat Quantity. The slider tool allows you to easily adjust the seat quantity and duration of service within the limits mentioned above. Changes do not take effect until you click Apply. Unredeemed vouchers will automatically expire five years from purchase date. However, once activated, a voucher is subject to the usage rate described earlier. The tables above detail the purchase and use options for a 10-seat and a 25-seat voucher purchased monthly, quarterly, biannually and annually. Again, changes may be made as often as needed. LifeSize Connections will do all the math for you, automatically adjusting the service date accordingly. Using a Credit Card to Purchase Online If you purchased your LifeSize Connections subscription online with a credit card, LifeSize Connections will adjust your monthly billing rate if you change the seat quantity for your subscription. This includes proration for changes made before your next monthly billing date. To change seat quantity, navigate to the People tab and click Change Seat Quantity. Adjust the number of seats to suit your needs, and LifeSize Connections will reflect the change immediately. If you choose to increase your subscription, LifeSize Connections will take you to the service s online shopping cart to authorize the change to your account. Increases made mid-billing cycle will be prorated for the first (partial) month to align all of your subscribed seats on the same monthly billing date. Decreasing your subscription(s) requires that the seats to be removed be available (not assigned to users) prior to making the change. Making a seat available may require you to deactivate and archive users first. Decreases are effective immediately and do not require accessing the shopping cart. Mid-billing cycle decreases are shown as pending until the completion of the current billing period (monthly). In the next billing period, your decreased subscription will be reflected automatically. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 10

11 Creating Individual Users 1. Click the People tab of the Administrator Portal. 2. Click Add User Individually. 3. Enter the following information in the on-screen form: First name (free text) Last name (free text) address (must be a valid address and not assigned to a Connections seat in any Connections account, trial or paid) Connections ID (must be lowercase alphanumeric with no spaces) 4. The Connections ID is entirely the administrator s choice, but it must be unique within the entire LifeSize Connections service globally. For example, if Bob Smith desires the ID bsmith and there is another Connections user already using that ID, then Bob should try bsmith1, bsmith2, and so on until he arrives at an acceptable option. 5. Click on Add. 6. The user will immediately be sent an confirmation from the LifeSize Connections service including a link to download and install the soft client, as well as the user s Connections ID and temporary password. 7. The user will then be displayed in the User List on the Administrator Portal and in the UI directory available to all other People users and Rooms in this deployment. Importing a List of Users 1. Click Import Users. 2. Download and open the template.csv file link. 3. List (by either typing or cutting and pasting) the users last names, first names and addresses into the appropriate fields. 4. Save the file locally. 5. Return to your Administrator Portal/People tab. Click Import Users. 6. Click Choose File and then select the file you saved locally. 7. Click Import. 8. A preview with any errors noted will be shown on screen. 9. Make any required changes to resolve the noted errors. 10. Click Import. 11. All imported users will then be displayed in the user list and will be displayed in the UI directory available to all other People users and Rooms in this deployment. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 11

12 New User Welcome All new People users, created individually or imported, will immediately be sent an confirmation including a link to download and install the soft client as well as their Connections IDs and temporary passwords. Software Deployment and Updates PC Users To install the LifeSize Connections soft client, the user must have rights to install applications on his or her computer. Alternatively, the PC version of the soft client can be deployed centrally via command line using an MSI installation. This is done using the following command: X:\lifesizeconnectionssetup.exe/S, where X:\ is the path for where the file is saved. The PC soft client includes the automated LifeSize Updater. This utility will periodically check for software client updates and notify the user when one becomes available. Mac Users Mac users, when created, receive a link to install the LifeSize Connections soft client. The link will give them the option to download the soft client via the Mac App Store or directly from LifeSize. It is strongly recommended that they download and install LifeSize Connections via the Mac App Store because it will enable the users to benefit from the native application updates from Apple. Additional Actions Setting Bandwidth Bandwidth can be managed at both the global level and the individual user level. The bandwidth settings for each user are set to Default, and the Default setting is Client Managed. This is the recommended approach, giving the individual users the ability to manage their bandwidth settings according to their environments (home, office, traveling, etc.). In the Administrator Portal, People page, the Administrator can set the default bandwidth to one of many levels, ranging from 64 kbps to 3 mbps. This affects all users whose seat-specific settings are set to Default. Alternatively, the Administrator can set the bandwidth for each user to one of the many levels. This may be desired for specific deployments or use cases where the level of available bandwidth is known. Modifying Users 1. Navigate from your Administrator Portal to the People tab. 2. Find the user to be modified in the user list or the user archive list. 3. Click Edit in the Action column for the user you intend to edit. 4. Make the necessary changes to the user and then click Update. Note: The Connections ID cannot be modified once it is created. It is a globally unique identifier in the LifeSize Connections service. Resetting Users 1. Navigate from your Administrator Portal to the People tab 2. Select the user(s) from the user list. 3. To resend the new user mail, including the user s Connections ID and a new temporary password, click Reset User. Forcing a Password Change 1. Navigate from your Administrator Portal to the People tab. 2. Select the People users from the user list. 3. To force users to change their passwords, click Force Password Change. Deactivating and Archiving Users 1. Navigate from your Administrator Portal to the People tab. 2. Select the check box adjacent to the People user you wish to deactivate. 3. Click Deactivate and Archive. 4. The People users selected will then be deactivated and show up in the Archive section further down the page. This section is collapsed by default and is viewable by simply clicking the triangle adjacent to the section title (User Archive). LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 12

13 5. Users will receive an informing them that their user accounts have been deactivated by the Administrator. 6. Rooms seats will automatically be disconnected from the service. 7. Deactivated People users will automatically be removed from the organization s Connections directory, but they will remain in individual users contact lists, appearing as Offline. 8. The unassigned seats previously assigned to the archived People or Rooms are now available to be assigned to new People or Rooms. Reactivating Users 1. Deactivated users are in the Archive section further down the page. This section is collapsed by default and is made viewable by clicking the triangle adjacent to the section title (User Archive). 2. To reactivate a user, select the user from the User Archive and then click Reactivate. 3. People users will receive an informing them that their user accounts have been reactivated by the Administrator. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 13

14 Managing Room Accounts Log in to your LifeSize Connections Administrator Portal at The default page after Login is the Account page. Navigate to the Rooms tab, which you will find in the navigation at the top of page. Adjusting Seat Quantity LifeSize Connections was built with a variable consumption functionality that enables you to increase or decrease your available seats with ease. Depending on how you purchased your LifeSize Connections subscriptions, you can adjust the number of subscribed seats with the below methods. Using Subscription Vouchers LifeSize Connections vouchers can be consumed variably from 80% to 1200% of their denominated face value (seats). For instance, with a 10-seat annual voucher, usage can be consumed at rates from 8 seats over 15 months up to 120 seats over 1 month. The consumption rate can be changed as needed, even daily. Multiple changes may also be made within the same day. The intraday peak will be used for calculating consumption for the day. To change seat quantity, navigate to the Room tab and click Change Seat Quantity. The slider tool allows you to easily adjust the seat quantity and duration of service within the limits mentioned above. Changes do not take effect until you click on Apply. Vouchers expire five years from purchase date. However, once activated, a voucher is subject to the usage rate described earlier. The tables above detail the purchase and use options for a 10-seat and a 25-seat voucher purchased monthly, quarterly, biannually and annually. Again, changes can be made as often as needed. LifeSize Connections will do all the math for you, automatically adjusting the service date accordingly. Using E-Commerce If you purchased your LifeSize Connections subscription via e-commerce, your Administrator Portal is directly integrated with the shopping cart. To change seat quantity, navigate to the Rooms tab and click Change Seat Quantity. There you will see your current subscription and be able to enter a new number of seats desired. Increasing your subscription will take you to the online shopping cart to complete the change to your subscription(s). Increases made mid-billing cycle will be prorated for the first (partial) month to align all of your subscribed seats on the same billing period. Decreasing your subscription(s) requires that the seats be available (unassigned to users) prior to making changes. Making a seat available may require you to deactivate and archive users first. Decreases are effective immediately and do not require accessing the shopping cart. Mid-billing cycle decreases are then shown as pending until the completion of the current billing period (monthly). In the next billing period, your decreased subscription will be reflected automatically. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 14

15 Creating Individual Rooms Automated Provisioning 1. Click on Rooms from within the Administrator Portal. 2. Click Add Rooms Individually. 3. It is recommended to Provision Automatically (default choice). Select Provision Manually when you do not have the serial number of the endpoint. See Manual Provisioning for more detail on this. 4. Enter the following information in the on-screen form: Descriptive name (free text) Serial number (must be exactly as on the endpoint) Connections ID (must be lowercase alphanumeric with no spaces) 5. The Connections ID is entirely the administrator s choice, but it must be globally unique within all LifeSize Connections. For example, if boardroom is already assigned to another room, then try boardroom1, boardroom2, and so on. 6. Select the bandwidth allowed for the specific room. 7. Click Add. 8. The room will then be displayed in the Room List in the Administrator Portal with a status of Auto Pending and in the directory for each People user and Room in the organization s LifeSize Connections deployment. Manual Provisioning 1. Click on the Rooms tab of the Administrator Portal. 2. Click Add Rooms Individually. 3. Select Provision Manually when you do not have the serial number of the endpoint. See Manual Provisioning for more detail on this. 4. Enter the following information in the on-screen form: Descriptive name (free text) Connections ID (must be lowercase alphanumeric with no spaces). 5. The Connections ID is entirely the administrator s choice, but it must be globally unique within all LifeSize Connections. For example, if boardroom is already assigned to another room, then try boardroom1, boardroom2, and so on. 6. Select the bandwidth allowed for the specific room. 7. Take note of the Connections ID and the registration key. These will be needed when configuring the Room. 8. Click Add. 9. The room will then be displayed in the room list with a status of Manual Pending and in the directory for each People user and Room in thes organization s LifeSize Connections deployment. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 15

16 Importing a List of Rooms When setting up multiple rooms, it is advisable to import them as a list in a.csv format. This method can be used, however, only when you have the serial numbers for each endpoint to be set up. 1. Click on the Rooms tab of the Administrator Portal. 2. Click Import Rooms. 3. Download and open the template.csv file link. 4. List the rooms descriptive names, Connections IDs and serial numbers in the appropriate fields. 5. Save the file locally. 6. Return to your Administrator Portal/Room tab and click Import Rooms. 7. Click Choose File and then select the file you saved locally. 8. Click Import. 9. A preview with any errors noted will be shown on screen. 10. Make any required changes to address the noted errors. 11. Click Import. 12. All imported rooms will immediately display in the Room List with a status of Auto Pending and in the directory for each People user and Room in this deployment. Room Configuration To complete the provisioning, it is necessary to enable Connections on the endpoint. The endpoint must have Internet connectivity to complete this step. Using the endpoint remote control, navigate to the endpoint s Administrator Preferences. Navigate to Communications and then to Connections. The default setting is Disabled. Change this to Enabled. If using automatic provisioning, the endpoint will then connect to the cloud and receive its provisioning automatically. If using manual provisioning, use the endpoint remote to enter the Connections ID and registration key, and then click Register. The endpoint will then connect to the cloud and receive its provisioning automatically. Additional Actions Setting Bandwidth Bandwidth can be managed at both the global and room-specific levels. The bandwidth settings for each room are set to Default, and the Default setting is Client Managed. This is the recommended approach, giving the individual rooms the ability to manage their bandwidth according to their environments. From the Room tab in the Administrator Portal, the Administrator can set the Default bandwidth to one of many levels, ranging from 64 kbps to 3 mbps. This affects all rooms whose seat specific setting is set to Default. Alternatively, the Administrator can set bandwidth to one of the many levels for each room individually. This may be desired for specific deployments or use cases in which the level of bandwidth is known. Modifying Rooms 1. Navigate within your Administrator Portal to the Room tab. 2. Find the Room in the Room list or the Room Archive list. 3. Click Edit in the Action column for the room you intend to edit. 4. Make the necessary changes to the room and then click Update. Note: The Connections ID cannot be modified, as it is a globally unique identifier in the service. Reprovisioning Rooms When changing the endpoint in a particular physical room, keeping the Connections ID with the physical room ( Meeting Room 116 with Connections ID mtg-room116 )requires that you reprovision the seat with a new endpoint serial number. 1. Navigate within your Administrator Portal to the Room tab. 2. Find the room in the Room list or the Room Archive list. 3. Click Edit in the Action column for the room you intend to edit. 4. Click Reprovision and enter the new serial number. 5. Choose to Provision Automatically or Provision Manually. 6. Click Reprovision and then follow the normal process for room configuration. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 16

17 Deactivating and Archiving Rooms 1. Navigate to the Rooms tab within your Administrator Portal. 2. Select the check box adjacent to the room(s) you wish to deactivate. 3. Click Deactivate and Archive. 4. The room(s) selected will now be deactivated and show up in the Archive section further down the page. This section is collapsed by default and is viewable by simply clicking the triangle adjacent to the section title (Room Archive). 5. Rooms will automatically be disconnected from the service. 6. Deactivated rooms will automatically be removed from your company s directory but may remain in individual user s contact lists, appearing as Offline. 7. The seats previously assigned to the archived rooms are now available to be assigned to new rooms. Reactivating Rooms Deactivated rooms are in the Archive section further down the page. This section is collapsed by default and is viewable by simply clicking the triangle adjacent to the section title (Room Archive). To reactivate rooms, select the room from the Rooms Archive list and then click Reactivate. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 17

18 Reporting LifeSize Connections includes full reporting on usage and detailed call data records (CDRs). To access the reporting, log in to your LifeSize Connections Administrator Portal at Detailed Call Data Records 1. Navigate to the Reports tab within your Administrator Portal. 2. Select Call Data Records as the data type. 3. Select a period start and a period end. 4. Select the seat type (All, People or Rooms). 5. Click Create Report. Your report will be created immediately as a Comma Separated Values (.CSV) file, which can be saved locally and opened with common text editing and spreadsheet applications. Usage Reporting 1. Navigate to the Reports tab within your Administrator Portal. 2. Select Usage as the data type. 3. Select a period type (Daily, Monthly, Annually). Some of these may not be available until your subscription has been in effect for a long enough period. For example, annual data is available after the first year. 4. Select the period desired. 5. Select the seat type (All, People or Rooms). 6. Click Create Report. Your report will be created immediately as a Comma Separated Values (.CSV) file, which can be saved locally and opened with common text editing and spreadsheet applications. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 18

19 End User Guide Getting Started Getting started with LifeSize Connections is a simple three-step process that takes only minutes. When your LifeSize Connections Administrator assigns you an account, you will receive a new user from LifeSize Connections with instructions to download and install the soft client on your computer. In the same , you will also receive your login ( address) and a temporary password. Installing the Soft Client For Windows-based computers, simply download the client and save it to a location on your computer. Run the installation by double clicking the executable file. For Mac computers, it is strongly recommended that you download and install the soft client from the Mac App Store. This will facilitate future updates when available. If you cannot use the Mac App Store, then download the DMG file and install accordingly. Log In Screen After you have downloaded and installed the client, the client will run automatically and will take you to the Login screen. You simply login with the login and temporary password provided to you in the new user . If using copy/paste for the temporary password, please be sure that you do not copy any additional spaces before or after the password. Should you experience difficulty at this step, it is advisable to simply type the temporary password manually. Upon successful login, you will immediately be instructed to reset your password. Set your password to something memorable but difficult for others to guess. First Use Once you have logged in, you will see a blank contact list. You can begin adding contacts to your contact list from the directory or by inviting contacts outside of your company. You will notice that the user interface for Connections is simple and intuitive. The entire UI is single click, and there is a tool tip for most functions. Expose the tool tip for a given function by simply moving the cursor over the function. Check Your Settings Click the Gears icon in the top row. You can then set your photo for your account, change your password or check your Application and Device settings. LifeSize Connections auto-detects your available audio and video devices, but it is recommended that you test them before making your first call. To do this, simply click the Gears icon on the main UI and then click Application and Device Settings. Adding Contacts From the Directory Navigate to the Directory. The list of all people and rooms in your company are shown in alphabetical order. The first action adjacent to each name is Add to Contacts. Click this and in moments the contact will appear in your contact list. Their image, if they have set one, and presence status (available, in call, etc.) will be visible. Adding Contacts from Outside Your Company To add contacts from outside your company, click Add Contacts. You will be prompted to enter a Connections ID or an address for the contact. If you enter an address that does match a current Connections user, you will be prompted to invite the person as your guest. Guests When you invite a guest, the guest receives an from LifeSize Connections automatically. The contains a unique guest login code and a link to LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 19

20 download the software. Your guest needs only to download and install the soft client and then login using the guest login code. He or she will then be able to call you and receive calls from you. You can easily see the guest code by clicking on the Information (i) associated with the guest in your contacts. To disable a guest, simply remove him or her from your contact list. Making Calls and Other Collaboration Functions Make a Video Call Simply find the person or meeting room in your contact list you wish to call. If their presence button is green, they are available and you simply need to click the Call icon to call. One of the first features you will notice with Connections is the high quality of your video call. Your HD video call is delivered at 720p30. LifeSize Connection s adaptive bitrate control ensures the highest quality video available for your given connection, providing the best frame rate and resolution combination. Make a Voice Call If you prefer to make a voice call, simply click the Voice Call icon to dial. A call window will appear with your outbound video turned off. At any time during the call, you can turn video on by clicking the Webcam icon in the lower right of the call window. Send a Chat Message You can send an instant message to anyone, anytime whether you are in a call or just want to make contact via chat. When you click the Chat icon next to your contact s name, the Chat window opens and you are ready to type your message. Receiving Calls Inbound calls have an audible ring and display a message at the bottom right of your screen. If you are not in a call already, you will be prompted to accept or ignore the inbound call. You can choose to answer with Inbound While In Call video enabled (default setting) or not by checking or unchecking the Video Enabled checkbox before answering the call. If you are already in a call, you will have the choice to Conference, Switch or Ignore the inbound Inbound While Not In Call call. Conferencing an inbound call will join your current call and the inbound call in a multiparty conference. Switch hangs up the current call and answers the new inbound call. Multiparty Calling LifeSize Connections enables you to conference with several people at once in a multiparty call. There are two easy ways to place multiparty calls. First, you can create a conference by adding multiple people and placing the call to everyone at the same time. You simply click the Conference icon and start adding members to your conference list. When you have added all the participants, click Call Now. If you are in a call and want to add additional callers to the call already in progress, you simply click to call additional individuals and they will be conferenced in to your existing call. Callers can leave the call when they wish without interrupting the continuing call. Data Sharing When you are in a call, you can share your screen or a specific application window with everyone on the call. In the lower right of the screen, you will see an icon for data sharing. Click it while in call and you will be prompted to share your desktop or select a window. LIFESIZE CONNECTIONS GUIDE FOR ADMINISTRATORS AND END USERS 20

21 AMERICAS: LifeSize 1601 S. MoPac Expressway Suite 100 Austin, Texas USA Toll Free US EMEA: LifeSize Regional Office (Germany) Toll Free Europe APAC: LifeSize Regional Office (Singapore) 2012 Logitech. All rights reserved. Information contained in this document is subject to change without notice. LifeSize is the registered trademark or trademark of Logitech. All other trademarks are the property of their respective owners.