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Software 1.2.1 | June 2013 | 3725-03305-001 Rev C
USER GUIDE
® ™
RealPresence CloudAXIS Suite
2
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® ™ RealPresence CloudAXIS Suite User Guide Copyright ©2013, Polycom, Inc. All rights reserved. 6001 America Center Drive San Jose, CA 95002 USA No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Polycom, Inc. Under the law, reproducing includes translating into another language or format. As between the parties, Polycom, Inc. retains title to and ownership of all
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Contents About This Guide .......................................................................................................... 6 Terms and Writing Conventions ...................................................................................... 6 Information Elements ....................................................................................................... 6 Typographic Conventions .........................................................................................
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Approving Presenter Rights ...............................................................................................37 Ending a Meeting .................................................................................................................37 Inviting Participants during a Meeting ...............................................................................38 Inviting Participants with an Email Message ......................................................................38
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About This Guide This user guide shows you how to create and participate in recordable online web conference ® ® ™ meetings from the Services Portal in the Polycom RealPresence CloudAXIS Suite. This section contains common terms, descriptions of writing conventions, and a description of the user guide contents. Conventions Used in this Guide This user guide contains terms, graphical elements, and a few typographic conventions. Familiarizing yourself with these terms, elements, and conv
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Name Icon Description Administrator Tip The Administrator Tip icon highlights techniques, shortcuts, or productivity related tips. Caution The Caution icon highlights information you need to know to avoid a hazard that could potentially impact device performance, application functionality, or successful feature configuration. Warning The Warning icon highlights an action you must perform (or avoid) to prevent issues that may cause you to lose information or your configuration se
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Convention Description Underlined Blue Used for URL links to external Web pages or documents. If you click on text in this style, you will be linked to an external document or Web page. Blue Text Used for cross references to other sections within this document. If you click on text in this style, you will be taken to another part of this document. Fixed-width-font Used for code fragments and parameter names. What’s in this Guide? This user guide is organized into five chapters: Ch
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Chapter 1: Getting Started The CloudAXIS portal enables you to create and participate in recordable online video conference meetings. Depending on the organization's policy, you can also invite contacts on Skype™, Facebook, or Google Talk™ to join the meetings. Before you get started using the portal, be sure you meet the basic requirements listed in this chapter. This chapter introduces these basic requirements and is divided into the following sections: Minimum Software Requirements
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Creating and Managing Your Meetings Minimum Software Component Requirements Minimum Browser Requirements Supported Bandwidth, Video Format, and Resolutions Minimum Hardware Requirements See the remainder of this user guide for information about creating and participating in meetings. Learning the Minimum Requirements This section shows you the minimum system, hardware, browser, software, network, and bandwidth requirements. You must confirm the requirements listed in this chapte
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Creating and Managing Your Meetings Minimum Software Component Requirements CloudAXIS installs two plug-ins to enable video and social features: the CloudAXIS Client Plug- in and the CloudAXIS Social Plug-in. The CloudAXIS Client Plug-in enables SIP audio/video services and is downloaded when accessing CloudAXIS from a device for the first time. The CloudAXIS Social Plug-in enables access to Skype™, Facebook, and Google Talk™ contact lists and is downloaded when accessing social connectors
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Creating and Managing Your Meetings Component Description Video memory 256 MB or more Hard drive space 200 MB Camera Integrated or external Audio devices Standard PC97 audio devices Monitor Recommended: 16:9, 1920 x 1080 Minimum: 1024x768 Polycom Inc. 2
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Chapter 2: Creating and Managing Your Meetings The Services Portal gives you two options for creating online video conference meetings: meetings that start immediately and meetings scheduled for a later time. To create meetings, you must have a user or admin account. Log in to the portal with your user or admin credentials, and select the type of meeting you want to create. Selecting a meeting that starts immediately launches a meeting in your web browser for inviting and interacting wit
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Creating and Managing Your Meetings Creating Meetings This section shows you how to schedule a meeting for a later date and how to start a meeting immediately. Scheduling a Meeting To schedule a meeting, log in to the Services Portal, and follow the instructions outlined in this section. 1 Select Schedule. The Schedule a Meeting screen displays as shown next. 2 Enter the following in the Schedule a Meeting screen options: ○ Meeting Name Enter the purpose of your meeting. For example,
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Creating and Managing Your Meetings ○ Date and Time Click inside the text box to display a calendar. Use the calendar to schedule the day, and use the Hour and Minute sliders to schedule the start time. When finished, click Done. ○ Duration Click inside the text box to display Hour and Minute siders. Use the Duration’s Hour and Minute sliders to schedule the meeting duration. When finished, click Done. ○ Use Personal VMR Check the Personal VMR checkbox, and enter your VMR number. This is
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Creating and Managing Your Meetings ○ Host Passcode To require a passcode to enter a meeting as a presenter, enter a passcode in the Host Passcode text box. An attendee who enters this passcode will enter the meeting as a presenter. Use this option to ensure security when accessing the meeting from a web URL instead of the portal. The passcode must be numeric with a maximum of 10 characters. 3 Click Schedule. The Confirm Details screen displays (shown next): 4 Verify the meeting details
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Creating and Managing Your Meetings Starting a Meeting Immediately To start a meeting immediately, log in to the portal and click Meet Now. If the Passcode mandatory checkbox has been selected by the admin on the Settings > Conference Settings screen, you must enter a passcode in the pop-up box that appears. If the Passcode mandatory checkbox was not selected, a welcome screen displays with a selection of video preferences. After selecting your video preferences and joining the meeti
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Creating and Managing Your Meetings Selecting Video Preferences. For help with inviting participants, see Inviting Participants during a Meeting. Viewing Your Scheduled Meetings Select the Calendar tab to view your scheduled meetings. When the Calendar screen opens, sort through your scheduled meetings by selecting one of the following options: Today Displays all meetings you have scheduled for the current day. Select Prev or Next to navigate through your list of scheduled meetings for
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Creating and Managing Your Meetings Selecting Video Preferences. Note: Host Option The Host option appears five minutes before the meeting is scheduled to start. The meeting’s creator, however, cannot log in until the time the meeting is scheduled. Managing Your Scheduled Meetings Scheduled meetings can be edited or deleted by the meeting’s creator. When a meeting is edited, all invited participants receive a notification specifying the change. This section shows you how to edit and
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Creating and Managing Your Meetings 4 Change the fields you want to edit: ○ Meeting Name Enter the purpose of your meeting. For example, ‘Engineering Initiatives Meeting’. This is optional. ○ Agenda Enter a conference description. Information entered in the Agenda text box is sent to all the invited participants. This is optional. ○ Date and Time Click inside the text box to display a calendar. Use the calendar to schedule the day and use the Hour and Minute sliders to schedule the star
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Creating and Managing Your Meetings » Enter each email address individually and separate them by semicolons » Click Add From Contacts to select contacts in your address book. The Select Attendees screen displays. Use the search field to find your contacts. Check the box for each contact you want to include, and select Invite to Meeting. For information about your address book, see Managing Your Address Book. ○ Require Authentication Select to require user ID and password authenticatio
