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Usermanual - SchunkNet Netviewer Internet Version

1. Indicate how your name is displayed to other attendees Your name John Smith Enter a password if you wish to prevent unauthorized access to the session Session password Send an e mail invitation or communicate the following access data to the attendees TE Session number 990912 Session password Planning a new session l Click on the New button 2 Enter a topic for the session 3 Enter when the session will begin and how long it will last 4 Select whether the session will take place once daily weekly or monthly Optional entries e Profile By selecting a profile you can start the session with individually defined settings You create profiles in the Profile manager e Session password The session can be protected from unauthorized access with a session password option e Refer to page 22 for more information about the integrated invitation function e Use the button Copy access data to copy the session number and session password if present to the Windows clipboard 5 Click on Accept The session appointment will now appear under Scheduled sessions or Scheduled recurrent sessions NETVIEWER ONE2ONE New Starting an ad hoc session If you would like to start a session at short notice without advance planning but still choose additional settings use Ad hoc session l Click on Start an ad hoc session 2 Optionally you can change the profile your name and the sess
2. Operational elements found in the user interface such as buttons dialogue titles or options are italicized in the text when these refer to specific instructions or references Example e Inthe start dialog click on Start session e Inthe Application selection tray you can select the applications that Netviewer will transfer to the session partner Keys on your keyboard are surrounded with brackets Example e To switch to another screen use the key combination Ctrl Alt M Notices for operating Netviewer such as warnings special tasks are followed by an exclamation point Useful tips for operating Netviewer are labeled with a light bulb symbol Navigating through the User Manual When reading the User Manual on your screen with Acrobat Reader a variety of navigation functions are available Click on the respective bookmark to move directly to a particular chapter Click on the Bookmarks frame on the left side of your screen From there you can jump directly to the desired chapter Press the Ctrl F key combination to search for specific words in the Acrobat file For example if you would like more information on the Session planner enter the words session planner in the search field This will allow you to view every location where the words session planner appear NETVIEWER ONE2ONE 5 About Netviewer one20ne Netviewer one2one enables two people to work together interactively by sharing t
3. sss nnn 22 SESSION TI AV Haste ee are 24 System information EFay dioi ana eng uuu Ue Ro MER cuore we pu dia 24 Functions for both session partners eee 26 DESKIOD S Darin sense 26 Changing direction of viewing ssessseeeee n 26 FUNCEIONS IM SNOW Mode us ki 26 ADDIICATIONSClECHION Eit 26 MONIO EEG i53 Ie coa an bb Ue sex uf E bet oda teme VA tek cea n noes 27 Functions in watch Mode essssessnnnnnnnnnnnnnnnnnnnnnnnnnnnn nennen een 29 mollis gi e wr RUN 29 REMOTE COMO Pier T c 29 File transfer per Drag amp DIrop cc cece cece cece nn nenn nnnnnnnnn nenn nenn 30 SNOU cot MT 32 View in the Netviewer windOw ssssem nnns 34 Other functions in the Control panel eene 35 Transferring files through the Control panel 35 Speech transmission through Voice over IP seeeee 36 VIGGO LFGNSMANSSION PEERS 37 VIC DO al Uie d boss cade usd eo EE adnan And ea ane emia nee UE oct 38 yierlcw c ER 40 PAN OMICS e RTT c EU 41 EI 41 mice 42 Restarting Netviewer after exiting a session cece cece eee ees 43 NETVIEWER ONE2ONE 3 Functions for the administrator eon oen nnne 44 Netviewer user AAMINIStratiON ccc cece eee eee eee nnn 44 Users iroles arid DFONICS vec ensi ota E ecc a exh dae repperit cR Es 45 The Usermaliadelbuiit o
4. user Editing a user e To edit role assignment select the user you wish to edit and change that user s role assignments 1 To change a user s password right click on the user and select Change password in the context menu 2 Inthe dialog enter the old and new password amp Sales EMEA P Change password Delete Strg EntF NETVIEWER ONE2ONE 47 CS netviewer Sales USA Current password eae Mew password seres Confirm new password Pe Cancel Deleting a user l Select the user from the user list 2 Click on Delete and acknowledge the subsequent query The first user is already created when Netviewer is delivered The user has the Admin role and therefore has access to the User manager in order to create additional users When deleting users be aware that the last user in the User manager to have the Admin role cannot be deleted Importing user administration from an active directory It is possible to transfer user groups from an active directory AD and use single sign on only when you use Netviewer in combination with the Netviewer Enterprise Server Importing a new user group 1 In the User manager click on New 2 In the subsequent dialog select the desired user group from the Available active directory groups menu 3 Click on OK to confirm your entries The user group now appears at the left in the list of user groups 4 On the right side click on the roles
5. Transfer newly opened applications Option J What the session partner sees Transfer all applications All open windows Transfer Netviewer panel Nonoperable shaded out Netviewer Control panel on edge of screen May cover parts of the transferred screen so not selected by default Transfer taskbar and Taskbar start menu and system dialogs system Transfer desktop Desktop including shortcuts background image etc Transfer newly opened All windows as they are opened for as long as you applications are in Show mode e Check the desired options such as Transfer desktop in order to activate transmission for the session partner e Remove the check next to an option in order to prevent sharing it If you choose to transfer the Netviewer Control panel the other person will not be able to operate it in his Netviewer window In other words the session partner will never be able to grant himself access to additional functions such as sharing your desktop When you change the settings in Application selection the changes will apply only to the current session As soon as you start a new session Netviewer will revert back to the standard settings If you wish to permanently change the basic configuration please contact Netviewer Support Monitor tray Use the Monitor tray to control how Netviewer will display your screen to the session partner You will see a miniaturized version of your screen including all changes
6. A profile contains an individual configuration of various session settings You administer profiles in Profile manager For profiles to affect user administration in the Profile manager you must enable profiles for users Since profiles affect only session settings they are relevant only for users who have authorization to start a Netviewer session The User manager The User manager offers you the following functions e You can provide users with a variety of rights and thereby control how they access Netviewer e You can create edit and delete users at any time e f desired you can transfer the user group configuration from an active directory and thereby benefit from using your existing infrastructure and single sign on SSO Active directory connection only with Netviewer Enterprise Server Opening User manager e Inthe start dialog click on User manager NETVIEWER ONE2ONE 45 User manager interface Previously created users or user groups are visible in the left area of the User manager In the right section you can assign the desired rolls to the users selected in the last section of the window netviewer Benutzermanager Benutzernamen amp NV Admin amp nvuser a Terminkoordinator Vertrieb international a Vertrieb national Rollen Ordnen Sie hier den Benutzern Rollen zu Uber Rollen r umen Sie einem Benutzer bestimmte Rechte in Netviewer ein Administration Admin Benutzer verwalt
7. and keyboard commands on his computer whereby the other person always has the power to decide which applications you may see and control remotely As the consultant you also have access to a variety of administrative tools for session planning and user administration During a Netviewer session both session partners benefit from functions in the Netviewer Control panel such as video and audio transmissions file transfer etc We hope you enjoy using Netviewer one2one NETVIEWER ONE2ONE 6 Setting up Netviewer System requirements The following is required for the consultant and participant programs e A computer with Windows 98 Windows ME Windows NTA Windows 2000 Windows 2003 or Windows XP e Internet access can be through proxy with any browser e Processor speed at least 300 MHz e At least 64 MB RAM e Attached and properly installed webcam when using video function e Headset when using Voice over IP function Helpful tips before the first session Netviewer one2one requires no configuration or installation before initial use You can start immediately after receiving the software components from Netviewer GmbH However the following information will increase efficiency and help simplify use of Netviewer for the consultant and the participant On the consultant s side Distributing the Consultant program The people in your organization who will be permitted to establish a Netviewer session will require t
8. in real time Use this opportunity to organize your screen ideally for transfer by arranging Windows closing windows and adjusting settings in Application selection such as hiding the Control panel NETVIEWER ONE2ONE 27 Monitor Transferring a still picture To temporarily interrupt transfer of the screen you can switch to a still picture Your screen will then be frozen on the other person s computer e Click on the Pause button to transfer a frozen image of your current screen to the session partner e Click on the arrow button to restart transfer of your current screen including changes Transfer mode for screen transfer The transfer mode determines the color depth in which the transferred screen wil be shown in Watch mode on the session partner s computer The transfer mode influences the following factors e Speed of transfer How long does it take for the screen to be completely visible on the other side e Transfer quality How rich in details and true to the original is the depiction of the transferred screen Changing the transfer mode l Right click in the Monitor tray A context menu will open The currently selected transfer mode is checked Monitor Standard mode with automatic colour depth adjustment Reduced 256 colour made v Speed optimised mode 2 Select the desired transfer mode from the context menu NETVIEWER ONE2ONE 28 Iu The following modes are available Red
9. profile Start a Netviewer session with the specified m T P itle o erer eson W ne seated Profile manager Open the Profile manager in order to create ET pots ar eat or delete exiting protien User manager Open the User manager in order to create tmm emergere o NETVIEWER ONE2ONE 13 Appointments for example Appointments scheduled for the current day 11 00 support session are visible in the Session planner under Planned sessions today Start the session by clicking on the appointment Session planner Open the Session planner in order to create edit or delete appointments for Netviewer sessions How does Netviewer work Open the online help for consultants in your web browser Exit Netviewer On both sides Control panel Both session partners have access to the extendable Control panel with the Clip or Mini panel It provides access to a variety of functions like file transfer and speech or video transmission the Control panel is divided into trays The consultant s Control panel offers additional administrative functions for completing the session which the participant cannot access Extending and retracting the Control panel e Click on the Clip or the Mini panel in order to extend or close the Control panel Even when the Control panel is closed the Clip small red handle at edge of screen in Watch mode or Mini panel in Show mode will inform you that the session is currently active Remote control
10. s screen By default the participant starts in watch mode and sees the consultant s screen Zoom Function for reducing the size of the screen contents in the Netviewer window in watch mode so the viewer can see everything on the session partner s screen NETVIEWER ONE2ONE 59 Contact Netviewer Head Office Germany Netviewer GmbH Erzberger Strasse 117 76133 Karlsruhe Tel 49 0 721 354499 0 Fax 49 0 721 354499 300 www netviewer de info netviewer de Switzerland Netviewer Schweiz AG Zurcherstrasse 59 8800 Thalwil Tel 41 0 44 722 80 00 Fax 41 0 44 722 80 01 www netviewer ch info netviewer ch Austria Netviewer GmbH Vertriebsb ro Osterreich Abelstrasse 6 4082 Aschach an der Donau Tel 43 0 7273 60380 0 Fax 43 0 7273 60380 20 www netviewer at info netviewer at NETVIEWER ONE2ONE Support support netviewer de Tel 49 0 721 354499 999 France Netviewer France 6 rue Antonin Raynaud 92300 Levallois Perret Tel 33 0 141 49 07 95 Fax 33 0 1 41 49 08 00 www netviewer fr info netviewer fr United States Netviewer Corp 96 Hobart Street Hackensack NJ 07601 Phone 1 866 297 3710 www netviewer com info netviewer com United Kingdom Netviewer UK Ltd No 1 Farnham Road Guildford Surrey GU2 4RG Phone 44 0 1483 549020 Fax 44 0 1483 549100 www netviewer co uk info netviewer co uk International websites and e mai
11. that the user group should have 5 Click on Save in order to save the role assignments to the new user group Editing a user group e To edit role assignment select the user group you wish to edit and change that user group s role assignments Removing a user group l Select the user group in the list 2 Click on Remove and acknowledge the subsequent query NETVIEWER ONE2ONE 48 Delete Q Save The AD connection is based on the importation of user groups from the active directory User groups that you do not import have no rights of any kind in Netviewer Profile manager The Profile manager is a separate module for adapting and customizing session settings for example direction of viewing or visible trays If a consultant has access to an individual profile for support purposes for example in the start dialog he will see the button Start session with Support profile What are the benefits of working with profiles e Adapt Netviewer to various repetitive session scenarios e Adapt Netviewer for individual users who have special needs e Save time during the session for example by changing the direction of viewing adapting the selection of applications Examples for profiles e With the Support profile the consultant will see the participant s screen when the session starts e On the other hand the consultant will always initially show his screen when the Presentation profile is used Opening
12. the Netviewer Control panel in order to keep the interface well organized or minimize distractions Some trays provide communication between session partners and are therefore always revealed or hidden together such as Chat Other trays serve only one function for the local user such as Favorites The consultant and the participant can deactivate these independently Functions Settings Transfer Users This is where you set Ehe Functions that need to be available to vau and your participants during the session Communication VoIP Audio conferencing via Vaice aver IP v Video Video conferencing via web cam or transfer of a still picture v File transfer Transferring Files directly Chat Exchanging text messages Whiteboard Laserpointer and drawing tools Consultant Participant I Monitor Favourites v Notes Monitor Favourites Mates System information Settings tab changing central session parameters This tab permits alteration of a few central settings that are normally permanently defined in your Netviewer program s configuration NETVI EWER ONE2ONE 50 Initial viewing direction specifies who shows his screen at the beginning of a session This is the consultant by default If you select here Consultant sees participant immediately after a session is established the participant will see a query dialog where he must agree to reveal his screen The R
13. the VideoOut tray you can also transmit still images in the file formats bitmap or J PEG NETVIEWER ONE2ONE 37 AD l Click on the arrow in the lower left area of the VideoOut tray to open the selection menu 2 Inthe selection menu choose Picture The file selection dialog opens 3 From here select an image stored on your computer bmp or JPg Receiving the session partner s video Assuming your session partner has activated the video function you will see his or her video in the Videoln tray Y Yideodut Low High Whiteboard Whiteboard in watch mode The Whiteboard function allows you during watch mode to add drawings and markers to the Netviewer window that are visible on both Sides Some examples of when to use the Whiteboard function e During a meeting when you wish to draw the session partner s attention to special details in a document such as a design drawing for example e During a Support session in order to point out potential pitfalls when using a program NETVIEWER ONE2ONE 38 Ma video source Picture The Whiteboard function is activated by default in watch mode l Open the Whiteboard tray Y Whiteboard a 4 Y WM 1 O 2 Select the desired tool 3 Use the selected tool to draw or make marks in the Netviewer window When your mouse button is depressed this tool produces a laser pointer depressed mouse button depressed depressed Draws a rectangle w
14. the screen by holding down the left mouse button and allow the object to drop in a new location by releasing the mouse button NetPlayer Application available in combination with the recording function used to replay session recordings in the nvl file format Netviewer window The red bordered window in which the user in watch mode sees the other person s screen NETVIEWER ONE2ONE 56 NVL Proprietary file format of the session recordings which is generated during a session when the recording function is activated Can be replayed only in Netviewer NetPlayer Mini panel Central component of the Netviewer program interface which in show mode makes the basis functions and most important indicators visible and accessible at all times Clicking on the Mini panel extends and retracts the control panel Moderator program Netviewer one2meet moderator program with which the moderator can initiate a session In the standard configuration the moderator program contains more functions than the participant program Monitor Tray in the control panel which shows a small version of how the other person views your screen in watch mode The transfer mode can be selected through the context menu Participant User role in Netviewer that the Netviewer participant program uses The participant is invited to a session by the consultant and can participate in the session Participant program The Netviewer program that the participant uses i
15. this in another dialog Netviewer then establishes a connection between consultant and participant As soon as the connection is complete you the consultant will be showing the participant your screen You can see in the Mini panel that the connection has been established successfully The Mini panel provides access to the most important session functions You can fold open the Control panel by clicking on the Mini panel NETVIEWER ONE2ONE 11 Session number 310548 Invite On the participant s side a Netviewer window appears and shows the contents of the consultant s screen On the right edge of the screen the clip for folding out the Control panel is visible Gene Lew m row NETVIEWER ONE2ONE 12 User interface Consultant s side The Start dialog The Start dialog will appear after logging in to the Consultant program The consultant can use the Start dialog to initiate sessions and open centralized administrative tools The Start dialog is accessible only before a Netviewer session starts netviewer onezgone Start Netviewer Start session c Start session with Presentation profile c Start session with Support profile E Start session with Training profile fey Profile manager Planned sessions today aj 15 30 Weekly meeting Asia aj 10 00 Product presentation customer 4 HP Session planner Help ir How does Netviewer work Start a session with
16. Products Company News Partners Jobe Service Contactus Intemational ty The world on your desktop Experience Netviewer live we show you Netviewer P Save money without sacrifice 3 minutes are enough J 866 297 3710 4 Try for free now Try Netviewer with ail its functions b 14 days at no charge s Two users One view s easy as a telephone Where s the next Faster service Remote Like having your hand on call But as effective as a meeting On your access simple and your customers mouse visit computer screen convenient kop sha n lich Give pr taor ine and Gettoget i time no matt Across firewall boundai make products rea t C Optimized taidh utilization no O More r ormation Q More informan More nformason O More r ormation WM on the kre demo WA jon the ive demo don the bye demo WB Don the bre demo News Reference Dan 2 ax Fr Live Demo J gt Matviawor Opens upa inthe UK Regarding internal support based on tidtviewer we Er een x make huge savings on travel expenses pnd we can v are as Mansoing Director for the UK provide fast effective support for our staff More Claudia Misere Project Manager TochConter CM5 Collaberatia Projectpliace com siemens Ir wel 3 Minutes of your time are based project tool t sufficient to see 18 of 30 companios listed on Gormany s DAX o stock market index use Netviewer Netviewer live More j Juste Netiewer in top 100 Allianz ii e ie i Ba yel 1 866 297 3710 Nato y anmou
17. Profile manager e Click on Profile manager in the start dialog Profile manager interface On the left side in the Profile manager you will see a list of available profiles At the top you will see the standard profile that is used when you start a session without an individual profile The standard profile cannot be altered and corresponds with your contractual settings Under the standard profile you will see the profiles you defined yourself On the right side of the Profile manager you can set the settings for the profile selected at the left Refer to the following pages for more information about the settings NETVIEWER ONE2ONE 49 o c Start session with Support profile netviewer Profile manager Profiles E Standard profile Profile name Sales E Netviewer Meeting Functions Settings Transfer Users E Support This is where you set the Functions that need to be available to you and your participants during the session Communication v VoIP Audio conferencing via Voice over IP v video Video conferencing via web cam or transfer of a still picture IV File transfer Transferring files directly chat Exchanging text messages Whiteboard Laserpointer and drawing tools Consultant Participant v Monitor v Monitor v Favourites Favourites v Notes v Notes System information Delete Functions tab hiding trays Sometimes it can be useful to hide trays in
18. You can concentrate completely on the application that you are Gif currently editing yet still have ready access to the Control panel The Control panel often covers the buttons for minimizing reducing 9 and closing a window below it But if you move your mouse to the upper right corner the Control panel will slide down so you can access these buttons Moving the Control panel You can move the Control panel to the right or left edge of your screen 1 Right click on the Netviewer icon in the system tray to open Panel From left the context menu 2 Select Panel from left or Panel from right Open Win H X Exit Olt F4 NETVIEWER ONE2ONE 14 The following functions are available in the upper area of the Control panel qo Extend and retract Control panel WATCH Switch to Show mode or Watch mode The current direction of viewing is shown in yellow remote control FT OFF Activate or deactivate remote control for the session partner The current status is shown in yellow Security key F11 depending on your configuration enables you to immediately deactivate remote control The trays in Control panel The following overview shows all of the trays available for the Control panel The trays that are actually available to you depend on the product variation you have purchased Additional information about the trays is available in the sections Functions for the consultant and Functions for both session p
19. and access Netviewer s administrative tools 5 netviewer onezone Start Netviewer Stark session c Start session with Presentation profile Ey Profile manager Planned sessions today aj 10 00 Product presentation customer 4 E Session planner Help o How does Netviewer work NETVIEWER ONE2ONE 10 3 Click on Start session in order to initiate a Netviewer session The Netviewer Mini panel will then appear on the right side of your screen with the six digit session number The session number provides for proper mediation between consultant and participant Next the participant starts the Netviewer Participant program which he or she downloaded from your website or www netviewer de Depending upon which browser the participant is using he can either start the Participant program directly after downloading Internet Explorer or he must first save the program locally before starting 4 Call the participant on the telephone to give him the session number If you are using the Session planner you can send him an e mail invitation in advance with all necessary session data The participant enters the session number in the login dialog and confirms his entry 5 netviewer oneone Participant login Please enter the session number the consultant gives to you on the phone Session number 123456 Connect If you have defined a session password for a preplanned session the participant must enter
20. and drawing tools Consultant Participant v Monitor v Monitor v Favourites Favourites v Notes v Motes System information Delete Save as Assuming proper authorization you have two options for editing a profile e before starting a session in order to alter the profile permanently e during a session in order to alter the profile temporarily for the session Changing a profile before a session starts l Click on Profile manager in the start dialog 2 Select the profile that you would like to alter NETVIEWER ONE2ONE 19 3 Edit the profile on Functions Settings Transfer and Users tabs 4 Click on Save to save it under the current name or click on Save as to save the altered profile under a new name Changing a profile during a session l Click on the Profile manager icon in the Session tray The Profile manager will be opened in a slightly limited form You have two options e Either edit the current profile and continue using it e Or open the Profile menu and select a different profile which you can then edit and use for the current session 2 Click on OK to use the changed profile Session planner Use the Session planner module to plan and administer appointments for Netviewer sessions Netviewer appointments that you entered for the current day appear in the Start dialog and can be started by clicking on them What are the benefits of the Session plann
21. ard click on the icon Save or Save as You can save the image as a bitmap bmp or J PEG jpg file Saves the image under the previously selected name The first time the image is saved the Windows Save as dialog will appear Opens the Save as dialog so you can save the image under a new name Notes In the Notes tray you can make notes during a session and then use these notes in other applications Examples e Record information about the customer as it arises during a support session e Write down a list of to do s while a meeting is taking place Y Notes Susan will organise a azm meeting next week who prepares the powerpoint slides Copying notes onto the Windows clipboard 1 Right click in the tray to open the context menu 2 Select Copy notes to the clipboard You can then paste the text Copy nates to the clipboard into other applications some applications permit the use of the Ctrl V keyboard shortcut NETVIEWER ONE2ONE 40 Alternatively you can select the text in the tray and copy it to the clipboard by pressing Ctrl C If at the end of the session you still have notes in the tray that you have not transferred to the clipboard you will be asked what you wish to do with these notes Notes are a local function and not accessible for the session partner Favorites The Favorites tray in Netviewer provides a rapid way to access required documents and files during a session In th
22. artners starting on page 19 e To open or close a tray click on its title bar Session only on Access session data and the Profile manager consultant side Netviewer News Only temporarily available Contains important information from Netviewer GmbH for example i NL i Dri a when a new program version is available eee Application selection While in Show mode define which applications EEE ia sereen element the sesion partner wise Check how the screen is transferred to the session partner Use the context menu right click to set color depth and thus the speed and quality of the transfer VoIP Activate and adjust voice transfer via Voice over IP oo netviewer onezone Curia pegas rini d sal 314 View the session partner s video VideoOut View your own video and activate transmission to the session partner m product nonam Far Vel neuer i Hew does iecore seri Chat Communicate with your session partner by Whiteboard Whiteboard function for drawing and marking on File transfer Exchange files during the session either with the System information Retrieve technical information about the only on consultant participant s system such as operating system side hardware Internet connection Provides information about the Netviewer variation being used the version and license number and provides a link to online help NETVIEWER ONE2ONE 15 Mini panel Before the participant en
23. ay in the control panel and area in Profile manager which enables detailed selection of the applications and screen elements that are transferred to the session partner Autoscroll Function that enables convenient viewing of your partner s screen while you are in watch mode Instead of using scroll bars simply move your mouse in the Netviewer window Clip Grip for extending and retracting the Netviewer control panel in watch mode Consultant User role in Netviewer one20ne who which initiates the session through the consultant program and also performs the controlling function during the session Consultant program Netviewer one2one program with which the consultant can initiate a session In the standard configuration the consultant program contains more functions than the participant program Control panel Extendable and retractable Netviewer program panel on the consultant and participant side that provides access to various Netviewer functions through the trays CSV billing module Module available in combination with user administration for Netviewer software which evaluates session data and facilitates billing of Netviewer sessions Desktop sharing Transfer of one computer s screen contents to another distantly located computer The session partners can change the direction of viewing so that either one or the other partner shares his screen while the other views it Drag amp drop Drag objects such as files across
24. e contents of this manual Netviewer GmbH Erzberger Str 117 D 76133 Karlsruhe Germany Tel 49 0 721 35 44 99 0 Fax 49 0 721 35 44 99 300 info netviewer info www netviewer info October 2006 NETVIEWER ONE2ONE 2 Contents About this user manual an nn ni 5 About Netviewer one2one uuuuuuuuunnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnnnnnn 6 Setting up Netviewer naeh 7 System requirements een 7 Helpful tips before the first session 2222220000n0nnnnn nennen nennen 7 On the corsultant Ss Side a nannte 7 On the participant s Side a an scha 8 Checking the VeriSign certificate seeeeeeeeeern mnn 8 Establishing a session with Netviewer nnn 9 Hoe ue LTD 9 Establishing a session the details ccc cece cece cece nese eeeeeeeeenenas 9 USEF interface 13 COMSUITANE S SIAE aini asa c avast ash rinnen 13 The Start Qldl00 sent ei 13 OR DOLNS Idea ee ett O E E TA 14 EONLLOLPINEL MC 14 Minl Dahlel esed or p tp ra ME Ep Db d bun rb A eb HE D ER Rt ad 16 The Netviewer window esssssesene nmn n mnn nnns 16 The Netviewer icon in the system tray s sssssrsererrerrsrrereene 18 Functions for the consultant ec eeeee nnn nnne 19 Prone MANAGE TED Lo E TI 19 SESSION PIAHRETL are tee ELATI Beenden 20 Session planner interface 222222222 00000 anna anne nemen 20 The integrated invitation function
25. emote control on option ensures that remote control for the participant is activated by default and that he can control your computer remotely immediately after you show your screen as the consultant The on and off buttons in the Mini panel enable you to revoke remote control at any time In the Application selection on the consultant side area you can define the basic settings for the session on the consultant s side Application selection specifies which applications and screen elements the participant will see When a session is started the settings from the profile will be transferred to the Application selection tray Additional information about application selection is available in the section beginning on page 26 Functions Zoom and Autoscroll influence depiction of the transferred screen in the Netviewer window when you are in Watch mode More information in section View in the Netviewer window beginning on page 34 While the program is running the consultant can configure the participant side settings neither through the Profile manager nor in any other way Functions Settings Transfer Users Initial viewing direction Participant sees consultant Consultant sees participant Remote control on Application selection on Ehe consultant side Show Netviewer control panel Transfer task bar and system Transfer desktop Transfer newly opened applications Display on the consul
26. en und Rollen zuweisen im Benutzermanager Profilmanager Benutzerprofile verwalten und zuweisen im Profiln IV Sitzungsplaner Netviewer Sitzungen im Sitzungsplaner organisieren Termin bersicht Sitzungstermine aller Benutzer anzeigen Netviewer oneZone vw Berater one2one Sitzungen starten Teilnehmer An one2one Sitzungen teilnehmen Netviewer one2meet Moderator one2meet Sitzungen starten Teilnehmer An one2meet Sitzungen teilnehmen Netviewer remote Admin Die Computerverwaltung administrieren Master Remote Sitzungen durchf hren Host Den Host fur den Remote Zuariff installieren starten L schen Speichern Schlie en Roe Authorization Administration Profile manager Session planner Session coordinator The user receives access to the User manager where he can create edit and delete users and assign roles The user receives access to the Profile manager where he can create edit and delete profiles and assign these to users The user receives access to the Session planner where he can plan sessions by specifying date and time and profiles that will be used among other things and send e mail invitations to the participant s The user receives access to all users session appointments Netviewer one2one Consultant Participant The user is authorized to start a session with the Netviewer one2one consultant program The user is authori
27. er e t helps you prepare better for your Netviewer sessions with date time and profile e You can administer your Netviewer appointments centrally especially when there are several Netviewer users at your company e You can easily send e mail invitations to sessions in advance e You always have information about current and planned Netviewer appointments Opening the Session planner e Inthe start dialog click on Session planner Session planner interface Scheduled sessions and Scheduled recurrent sessions on the left side of the Session planner show you previously scheduled session appointments If no appointments are present you can click on Start an ad hoc session to organize an ad hoc session Or click on the New button to plan a new session The right half of the Session planner contains information about the session appointment marked on the left half NETVIEWER ONE2ONE 20 Save Save as ej Save pratis Standard pror Save as new profile Open profile Standard profile Open profile Wetviewer Meeting Open profile Sales Open profile Support amp 11 30 Supp ort Sitzung Cz 78 amp netviewer Session planner Organise instant session amp Start an ad hoc session 344628 Scheduled sessions Eg EB 83 3 ELS 28 03 2006 16 30 16 40 Acme Inc Mr Jones John Smitt Start Duration Recurrence pattern Choose a profile for this session Profile Standard profile
28. es Drag amp Drop in Watch mode with remote control activated see page 30 you can also use the File transfer tray in the Control panel to exchange files This tray serves as a container for files that both session partners can download or upload Benefits of using the File transfer tray e Remote control is not necessary for transferring files e Regardless of the direction of viewing both parties can provide access to files or download files at any time e Both session partners have full control over which files they provide and download Y File transfer Flyer Server de w tcmi5 649 pdf 185 kB Owner Consultant putty users quide pdf 172 kB Cwner Consultant NETVIEWER ONE2ONE 35 CS netviewer Display w Soom Ako Scroll Uploading a file l Click on Upload in the File transfer tray 2 n the file selection dialog that opens select the desired file and confirm your choice The session partner can now download the file When a session partner has uploaded a new file into the tray the tray will blink on the partner s side to inform him or her of the upload Downloading a file l Click on Download in the File transfer tray 2 n the Save file dialog browse to the local location where the file should be saved You can also upload or download files with Drag amp Drop Simply drag a file from your computer into the tray or from the tray onto your desktop for example Once you see the Plus sy
29. hat facilitates access to the file administration system such as the desktop Windows Explorer or the working area on both your screen and the transferred screen Transferring a file from your session partner s computer to your own computer e Select the desired file in the Netviewer window hold the mouse button depressed and drag the file from the Netviewer window and into your file administration system or desktop The session partner will see a query dialog in which he must agree to transferring the file from his computer to your computer Only then will the file actually be transferred Transferring a file from your computer to your session partner e Select the desired file in your file administration system or on your desktop hold the mouse button depressed and drag the file into the Netviewer window Allow the file to drop into your session partner s file administration system or onto his desktop The session partner will see a query dialog in which he must agree to transferring the file to his computer Only then will the file actually be transferred This acknowledgment dialog allows the session partner to accept the transfer refuse it or permit such a transfer in the future without acknowledgment NETVIEWER ONE2ONE 31 UM Ie CS netviewer Please confirm data transmission The Following File is going to be copied to your computer me 2 notes 20061015 txt Your computer might be harmed Fr
30. he Netviewer one2one Consultant program NV 020 Consultant EN exe Either store the Consultant program at a centralized location like on the network or distribute it to the authorized persons Placing a link to the Consultant program on the consultant s desktop enables rapid access Distributing login data Login data protects the Consultant program from unauthorized access When Netviewer starts it asks the consultant to provide his or her login data for authentication Depending on your configuration you must enter a user name and password or only a password You must provide authorized persons with the login data that you received from Netviewer GmbH upon delivery of the program or which you defined in User manager assuming you use Netviewer User Administration NETVIEWER ONE2ONE 7 On the participant s side Provide access to the participant program The participant with whom you would like to hold a session requires the Netviewer one20ne participant program NV o20 Participant EN exe You receive the participant program together with the Consultant program from Netviewer GmbH You can provide the participant program to others in the following ways e asa download on your own website e in another way such as an e mail e as a download from www netviewer de which always contains the most recent version of the participant program Compatibility with Consultant program Generally every Netviewer one2one participant pr
31. heir screens and even granting remote control rights to each other This saves considerable amounts of time and therefore money when providing internal or external support Its features also make Netviewer one2one ideally suited to selling your software or other products and services Two roles always participate in a Netviewer session e the consultant who organizes opens and directs the Netviewer session e a participant who enters into a session that has started Neither the consultant nor participant require any installation or configuration To start a Netviewer session each side needs only an Internet connection and the Netviewer program which is available immediately without installation e The consultant uses the Netviewer one2one Consultant program that he or she has licensed from Netviewer GmbH e The participant uses a nonlicensed participant program that he can obtain from the consultant s web site or other source The main function of Netviewer is to transfer a user s screen to another computer known as desktop sharing When you start a Netviewer session as a consultant you initially show your own screen You are in the so called Show mode A participant sees on his own screen a depiction of your complete desktop He is in Watch mode To reverse roles during an ongoing session simply change the direction of viewing If your session partner grants you remote control rights you will have the ability to execute mouse
32. hen you drag your mouse with the mouse button LR RN Q Draws a circle oval when you drag your mouse with the mouse button depressed Erases drawings and marks in the Netviewer window This variation of the Whiteboard is nonpermanent Since these functions insert drawings on the fly the drawings will not be permanent For instance if the other person opens a new window that covers your drawings the drawings will be lost Whiteboard in show mode In Show mode the Whiteboard function is deactivated by default If for example you would like to respond to your session partner s marks with drawings of your own you can turn on the Whiteboard function on your side at any time l Click on on in the Whiteboard tray The current status of your screen is frozen Y Whiteboard fen err L C g4l50 A xd Reset Whiteboard m Save Release Whiteboard For all participants vw NETVI EWER ONE2ONE 39 2 Select the desired tool 3 Use the selected tool to draw or make marks on your screen e Click on off to switch off the Whiteboard You also have access to the following functions Erases the drawings and makes the entire screen white Erases the drawings only If you want to prevent your session partner from drawing on your screen you must deactivate the Whiteboard function for your session partner e Uncheck Release Whiteboard for all participants Saving the Whiteboard To save the current Whitebo
33. ion profile and send invitations by e mail 3 Click on Meet now Regardless of when a session is planned to start you can start it in the Session planner at any time by clicking on Meet now Deleting session appointments You can delete completed sessions individually or all at once e To delete a single session appointment right click on the appointment to open the context menu and click on Delete e To delete all completed session appointments click on Delete all past sessions from the context menu ez 3 2006 The integrated invitation function You can send invitation e mails directly from Netviewer to people with whom you would like to hold a session Netviewer interfaces with your standard e mail program for this purpose Netviewer supports virtually all e mail programs When the participant and consultant use the following e mail programs you can send an e mail to the recipient that automatically registers in the recipient s calendar e Microsoft Outlook e Lotus Notes You can send invitations in advance when planning the session or after the session has already started The invitation contains an editable standard text with the session number and usually a link to the participant program In this way the participant receives all the information he or she needs to enter the session without going to any extra effort NETVIEWER ONE2ONE 22 We recommend sending the e mails in encrypted format in order to Q protec
34. is tray you can generate a list of links that take you directly from Netviewer into the application associated with the respective file type Simply click on the desired file Favourites key Figures 2006 xls contract_draft_OcktO doc Creating a new link e Drag a file from your file administration system or from your desktop and drop it in the Favorites tray Netviewer will automatically create a link to the file e To delete a link select it and press Del Or right click on the link to open the context menu and select Delete Favorites are a local function and not accessible for the session partner Chat The chat function provides session partners yet another way to communicate Here you can exchange written messages with each other The chat record is always visible and traceable Writing a chat message to the session partner l Enter your text message in the lower field of the Chat tray 2 To send the message click on Send or press Enter on your keyboard The message will appear above in the chat record If you would like to insert a line break in your chat message press Alt Enter NETVIEWER ONE2ONE 41 Copying the chat record onto the Windows clipboard e Right click on the chat record and select Copy chat content to clipboard from the context menu Y Chat Participant Just a second Iwe got a call Lonzeltank Mb T rankina inet allinna Fhe soft Copy chat cantent to clipboard Exit
35. it Alt F4 NETVIEWER ONE2ONE 18 Functions for the consultant The consultant is responsible for organizing a Netviewer session in advance and assuming the leading role during the session He has access to a variety of administrative functions for these purposes Profile manager The Profile manager is oriented primarily on the administrator of Netviewer because the profile is part of the user concept of Netviewer Nevertheless it is necessary to explain the Profile manager because it also offers the consultant useful functions before and during a session Refer to the section titled Profile manager on page 48 for a detailed description of available settings in the Profile manager Profiles allow you to temporarily or permanently alter certain standard settings for special situations or users In the Start dialog you can then start a session by clicking on Start 4 Start session with Support profile session with profile netviewer Profile manager Profiles E Standard profile Profile name Sales E Netviewer Meeting Functions Settings Transfer Users El Support This is where you set the Functions that need to be available to you and your participants during the session Communication V VoIP Audio conferencing via Voice over IP v Video Video conferencing via web cam or transfer of a still picture v File transfer Transferring Files directly chat Exchanging text messages Whiteboard Laserpointer
36. l addresses English www netviewer net info netviewer net Espanol www netviewer es com info netviewer es com Italiano www netviewer it info netviewer it Benelux www netviewer benelux com info netviewer benelux com 60
37. mbol you can let the file drop into the new location Deleting a file As consultant you can delete each file from the File transfer tray The participant can only delete those files that he has uploaded himself l In the File transfer tray select the file that you would like to delete 2 Click on Delete Speech transmission through Voice over IP Netviewer provides an integrated VoIP function Voice over IP that makes it possible to establish a telephone connection over the Internet The benefits of using the VolP function instead of a normal telephone e Reduce telephone charges e The convenience of talking through a headset e No special software required e The only requirement Both session partners must have a headset Activating Vol P 1 In the VoIP tray click on in order to transmit your microphone signal to your session partner Y YoIP cg volume amp Mic level a NETVIEWER ONE2ONE 36 9 2 Adjust the Volume and Mic level slide controllers to control the volume of playback and recording respectively If you organize your sessions with the Session planner and use the VoIP function it will be unnecessary to place a telephone call before the session Instead the two session partners will meet directly in the session at the agreed time and communicate verbally with the integrated VoIP function Video transmission The video function whereby Netviewer transmits webcam video to
38. monitors you will always see the screen in which the Netviewer Control panel is located when you are in Watch mode To switch to another screen use the key combination Ctrl Alt S This will switch the Control panel to the other screen so you can view it NETVIEWER ONE2ONE 33 View in the Netviewer window You can adjust the view of the transferred screen in the Netviewer window with the functions Full screen mode Zoom and Autoscroll Full screen mode Netviewer depicts the transferred screen as a full size image on your screen This lets you view the remote computer as if it were your own assuming equal screen resolution e To activate full screen mode click on the Full screen mode button in the frame of the Netviewer window Full screen bar flap In full screen mode you can control the most important session functions through the full screen bar After a few seconds the full screen bar folds in and is no longer visible To fold it open move your mouse to the center top edge of the screen w oor Autoscroll Check screen transfer progress see page 16 You currently have remote control rights You currently have the right to transfer files with drag and drop see page 30 Switch to Show mode or Watch mode The current direction of viewing is shown in yellow Activate or deactivate pinning of the full screen mode bar If the bar is pinned it will stay on top Extend and ret
39. n with mouse and keyboard commands Granting remote control rights involves a certain amount of security risk If you intend to grant your session partner remote control rights you should be familiar with and able to use the security functions explained in this chapter In this way you can avoid having the session partner perform undesirable actions on your computer Please also explain these functions to your session partner NETVIEWER ONE2ONE 29 How does Netviewer protect remotely controlled computers e Granting remote control Only a session partner who shows his screen can grant remote control rights As a viewer you do not have the ability to grant yourself remote control rights e Application selection In general only applications and screen elements that the session partner has released for transfer can be controlled remotely You can neither see nor control elements that he or she has not selected in Application selection e Mouse priority When remote control is activated session partners share mouse and keyboard However the session partner in Show mode has a higher priority and retains control over her mouse at all times e Security key Pressing the security key by default F11 immediately revokes remote control Activating remote control onorr e The session partner clicks on in the Mini panel in the upper section of his or her Control panel You can then control the other person s computer using your mou
40. n cis oue u ea ei 45 Using Netviewer s own user administration sseeesesee 47 Importing user administration from an active directory 48 Protil frahadgel osnan cubes ie uh RN dt RA MENDA Ed ERE 49 Profile manager interface c cece cece cece cece eee ann nn nnn nennen nennen 49 Aaministenng profiles aes ds a eh ER ER ae ee kR E 53 Were e Ng ea P 53 Wl eei tr e ERR i ste 53 Additional modules ns DUE EEEaEEEEEE ES EEUE DsE CE 54 RECOFGING TUNCHION erp 54 Netviewer NetPlayer seseeeeeeee nme meememem emen nn nn nnn 54 CSV DIMO MOGU ianea E T 55 Goose ec 55 GIOSS ONY ETSI IT DIL III ID TIS 56 COTTAGE eI 60 NETVIEWER ONE2ONE 4 About this user manual The User Manual for Netviewer one2one 4 0 is intended for use by consultants who use the Consultant program to prepare start and direct a Netviewer session Procedural descriptions of a session and Netviewer functions are primarily from the consultant s perspective Many functions of Netviewer are the same for both participating users The User Manual will always inform you whether a function is available for both session partners or only for the consultant Descriptive conventions in the User Manual Step by step directions are always numbered Example l Click on Profile manager in the start dialog 2 Select the profile that you would like to alter 3 Edit the profile on the tabs
41. n order to enter a session started by the consultant Password Password with which the consultant must authenticate himself when starting the consultant program Protects the consultant program from unauthorized access Pointer Arrow shaped pointing instrument which the Netviewer user can use in watch mode without remote control If he clicks in the Netviewer window an arrow will appear at this position on the user s screen Profile Individual session configuration with which the consultant can start a Netviewer session Profiles are defined in the Profile manager Profile manager Additional module for creating and administering profiles When the Netviewer user has the proper authorization a link to the Profile manager will be available on the start screen Quality corner Indicator green striped or gray circle in control panel Mini panel and Netviewer window frame which shows the progress of the screen transfer Recording function Additional functionality that enables recording of sessions in the nvl file format Session recordings can be replayed with Netviewer NetPlayer NETVIEWER ONE2ONE 57 Remote control The user in watch mode receives the right to remotely control all of the other person s visible applications besides the Netviewer control panel by making mouse and keyboard entries Role Netviewer user administration concept through which the Netviewer administrator can grant users certain rights in Netvie
42. nt s side before a session starts From here he can start sessions or open the Profile manager User manager and Session planner Task bar Bar at the lower edge of the desktop which provides access to the program selection menu displays icons of currently running programs and displays the date and time NETVIEWER ONE2ONE 58 Transfer mode Mode selectable through the monitor s context menu with which a user can determine the image quality and transfer speed with which his own screen will be transferred to the other person in show mode Tray An extendable and retractable section of the control panel that provides access to a single Netviewer function such as video transmission or file transfer Some trays can be revealed or hidden through the Profile manager User manager Additional module that enables centralized user administration for all licensed Netviewer programs one20ne one2meet remote when using the user name and password method of authentication When operating your own Netviewer Enterprise Server you can use user groups from an active directory User name User name for authenticating the consultant when starting the consultant program It serves to identify the consultant Can also be used for billing purposes when using the CSV billing module VoIP Tray in control panel for activating and regulating speech transmission via voice over IP Watch mode The mode in which a session participant can view his partner
43. odule Netviewer provides true user administration for authenticating and authorizing users User administration gives you the following opportunities e Use the login with user name and password to confirm a user s identity and limit his or her access to Netviewer e Assign differentiated rights to Netviewer users The user concept is applied the same with the different products For example if you use both Netviewer one2one and Netviewer one2meet in your organization you can establish and maintain user administration centrally User manager and the related Netviewer user administration must be used in combination with the method of authentication that requires a user name and password If you are interested in Netviewer User administration please speak with your contact at Netviewer Variations of User administration Netviewer supports two different versions of User administration Type of user Characteristics When should I use it administration Netviewer s own Users are created and Useful when you need a user administration administered directly in simple but effective way Netviewer When starting to administer rights for Netviewer the user all Netviewer users Also authenticates himself or a requirement for using herself by entering a user the CSV billing module name and password Active directory user administration NETVIEWER ONE2ONE Existing AD user groups can be imported from a connected system User gro
44. ogram is compatible with your Consultant program The participant can also use an older participant program to take part in a session with you Functional settings in the participant program always adapt to the Consultant program For example if the Consultant program deactivates the ability to change the direction of viewing this will also be unavailable in the participant program Checking the VeriSign certificate Netviewer programs are signed with a VeriSign certificate to confirm their authenticity You can confirm that you are using an original Netviewer GmbH program by opening the file properties and viewing the signature Right click on the exe file to open its context menu Select Properties Go to the Digital signatures tab From the list select the Netviewer certificate and click on Details In the Details you can check the validity of the VeriSign certificate mp I NETVIEWER ONE2ONE 8 Establishing a session with Netviewer In brief l Start the Consultant program 2 Enter the login data 3 Inthe start dialog click on Start session 4 Provide the participant with the session number 5 The participant starts the Participant program 6 The participant enters the session number and acknowledges his entry 7 The Netviewer session has started Establishing a session the details To start a Netviewer session the consultant and participant must have access to the Netviewer one2one Consultant or Participan
45. om a transferred File Do you want to proceed anyway Never ask me again Yes all Mo Cancel Pressing the security key by default F11 not only revokes the session partner s remote control rights but also the related authorization for synchronous file transfer If the session partner is concerned that a particular file with malicious contents may be transferred to his computer he can immediately stop the transfer of the file by pressing the security key Shortcuts Transferring keyboard shortcuts key combinations such as Ctrl A is generally possible when remote control is activated The following keyboard shortcuts are available immediately L GNE 71T Switch between Windows in a program counterclockwise with shift menu name NETVI EWER ONE2ONE 32 Some shortcuts act not on the session partner s computer but instead on the local computer and for this reason Netviewer supports the following modified shortcuts Windows key Ctrl Shift W El start menu Ctrl Esc Alt Esc Ctrl Alt Switch between running tasks with Shift to the left Alt FA Ctrl Alt F4 Cancel application or Windows Alt Tab Alt Show and switch Alt Tab Shift Alt Shift between running tasks with additional Shift to the left GENE Ctrl Alt S Multi monitor support Multi monitor support If your session partner uses several
46. ore the session Instead the two session partners will meet directly in the session at the agreed time and communicate verbally with the integrated VoIP function Sending an invitation after a session has begun Proceed as follows if you wish to spontaneously invite a participant to a session that has already started or if you need to quickly send a participant session data l After starting the session as the consultant click on the Invite 4 button in the Mini panel Netviewer then attempts to access your e mail program You may see a query from your e mail program that must be acknowledged 2 The e mail to be sent will be opened in your e mail program Enter the recipient of the e mail and add the necessary information such as attachments 3 Send the e mail NETVIEWER ONE2ONE 23 Session tray he Session tray in the Control panel offers you the following information and functions Session number which identifies the session The participant needs this information to enter the session Session password optional which the participant needs to enter the session Profile name Name of the profile currently in use Profile manager symbol in order to edit the profile used in the session Session Session number 401172 Session password 347h00es Profile name Standard profile ce System information tray The System information tray makes your work as consultant easier when you use Netviewer for Support pu
47. pant sees the contents of your screen but has no opportunity to control your computer through his mouse for example Select the applications and screen elements which are transferred in Show mode in the application selsction see chapter Application selection on page 26 Changing direction of viewing Both session partners are able to change the direction of viewing with buttons Show and Watch While in Show mode e Click on Watch in the Mini panel or in Control panel For the participant to show his screen he must first acknowledge a related query While in Watch mode e Click on Show in Control panel When the participant switches to Show mode he receives a query that protects him from unintentionally transferring his desktop You will be able to see his screen only after he has acknowledged the query Functions in show mode You can use the following functions while showing your screen Application selection In the Application selection tray you determine which applications and elements of your screen your session partner will see The upper section lists all currently open windows In the lower section you have access to general options NETVIEWER ONE2ONE 26 Application selection gt Desktop Microsoft Excel key Figures_2006 CX Inbox Microsoft Outlook n HB Show all applications Show Mebviewer control panel Transfer task bar and system Transfer desktop SEA T T 1 SE RI
48. pe YI ei i r LEN 8 aled Netviewer one2one 4 0 0 919 User Manual October 2006 Copyrights and brands 2006 Netviewer GmbH All rights reserved Operating instructions manuals and software are copyright protected Copying reproduction translation or conversion to any type of electronic media or machine readable form in entirety or parts without previous written approval of Netviewer GmbH is not permitted All additional rights to the software are defined in the license agreements and General Terms and Conditions The Netviewer logo is a registered trademark of Netviewer GmbH Identical or similar usage of the logo in commercial transactions without approval of Netviewer can lead to cease and desist and damage compensation claims Rights to other brands and product names mentioned in this manual lie with their owners and are hereby acknowledged Mentioning of products that do not come from Netviewer GmbH serves informational purposes only and does not constitute a promotion Netviewer GmbH assumes no liability for the selection performance or usability of these products Exclusion of liability Any claims against Netviewer GmbH related to hardware or software products mentioned in this manual are exclusively in accordance with the stipulations of the license agreements and General Terms and Conditions Any additional claims are excluded in particular Netviewer GmbH assumes no liability for the correctness of th
49. r d that th hari ihe JA a Fertig O intent m Time 00 00 03 375 Direction Showing O JO ARP ccccccsesesssssessssssssssesessscssesecessssssssesesessseseseseses gt u Ix gt i B Duration 00 00 09 Start 12 10 2006 13 55 36 CSV billing module The CSV billing module offers an easy way to analyze sessions and generate bills This tool can generate bills for all clients within a certain time period at the push of a button including an itemized call listing You can also graphically visualize and evaluate existing session data Session logging in a CSV file is required to use the CSV billing module CSV log file In addition to the text file which Netviewer always generates in the default setting Netviewer GmbH can also activate for you the CSV log file The CSV log file contains the same information as the text log file and is better suited for additional processing such as with the Netviewer CSV billing module If you are interested in the CSV billing module and the CSV log file please speak with your contact at Netviewer NETVIEWER ONE2ONE 55 Glossary Active Directory AD Directory service from Microsoft Windows 2000 2003 Server which assigns properties to and administers various network objects such as users and computers User manager from Netviewer enables usage of AD groups and thereby single sign on SSO Application selection Tr
50. ract Control panel Minimize the Netviewer window so it is visible only in the taskbar Reduce the Netviewer window switch back to normal window view td ss Exit the Netviewer session Zoom The Zoom function is active by default Netviewer adjusts the session partner s screen in Show mode to the size of the Netviewer window The contents of the screen are enlarged or reduced so they fit in their entirety inside the window NETVIEWER ONE2ONE 34 e Open the Netviewer menu at the top left of the Netviewer window Select the Zoom option The presence of a check in front of the option will tell you that the function is activated For a 1 1 view of the screen turn the Zoom function off in the menu Autoscroll The Autoscroll function is used when the transferred screen is shown in 1 1 scale Zoom switched off In this case the screen may need more room than the Netviewer window provides When you activate Autoscroll you will not need to use scrollbars to scroll through the Netviewer window instead simply move your mouse in the desired direction e Open the Netviewer menu at the top left of the Netviewer window Select the Autoscroll option The presence of a check in front of the option will tell you that the function is activated Autoscroll will work only when Zoom is switched off because otherwise no scrollbars are necessary Other functions in the Control panel Transferring files through the Control panel Besid
51. rofile on the Functions Settings Transfer and Users tabs Click on Save to save it under the current name or click on Save as to save the altered profile under a new name Change a profile during a session 1 Click on the Profile manager button in the Session tray The Profile manager will be opened in a slightly limited form You have two options Either edit the profile on the Functions Settings Transfer and Users tabs Or open the Profile menu and select a different profile which you can then edit and use for the current session Click on OK Changes that you make to a profile during an ongoing session are valid for that session only Once the session is over the profile will be unchanged To alter the profile permanently go through the Profile manager Logging TXT log file When a session is established the consultant program generates a text file with the log entries The log file is stored in the same directory as the consultant program Log entries for each new session are written at the end of the file NETVIEWER ONE2ONE 53 Save Save Save as ej Save prohle Standard profile Save as new profile Open profile Standard profile Open profile Wetviewer Meeting Open profile Sales Open profile Support Additional modules Recording function The recording function makes it possible to retrace Netviewer sessions Everything from the session including video and voice
52. rposes You can forgo the tedious process of requesting and searching for a participant s system data by requesting it all at once and viewing it in this tray l Click on the blue link in the System information tray to request this information from the participant The participant then receives a query that he must acknowledge CS netviewer System information The Following information will be sent to the consultant Do you wish bo permit this Operating system E O Processor Intel R CelerontR M processor 1 60GHz Phoenix 4wardBlos v6 00P6 Phoenix AwardBIO Type AT AT COMPATIBLE NETVIEWER ONE2ONE 24 Once the participant has acknowledged the query you will see the available information such as operating system memory and Internet connection in the System information tray Y System information Operating system Processor Intel R Pentium R D CPU 3 00GHz x66 Family 15 Model amp Stepping 4 Memory Ol Bios Award Modular BIOS v6 00PG Type AT AT COMPATIBLE Date 10 25 05 Network Internet Explorer NETVIEWER ONE2ONE 25 Functions for both session partners The functions that we introduce in this chapter are basic Netviewer functions In most cases both session partners consultant and participant have equal access to them Desktop Sharing When you start a Netviewer session as a consultant you initially show your own screen In other words you are in Show mode The partici
53. se and keyboard for example you can execute mouse clicks and make keyboard entries The small hand symbol in the title bar frame of the Netviewer window UE CER tells you if you currently have remote control rights x Deactivating remote control Once again only the session partner in Show mode can deactivate remote control e To do this the session partner clicks off in the Mini panel in the upper section of the Control panel File transfer per Drag amp Drop There are two ways for session partners to exchange files e File transfer per Drag amp Drop In Watch mode with activated remote control you can drag and drop files out of and into the Netviewer window e File transfer tray You can upload and download files at any time through the File transfer tray in the Control panel The benefits of transferring files with Drag amp Drop e Exchanging a file does not require both sides to take action the person with remote control rights can transfer files alone e You can copy a file directly from its source directory on your computer into the target directory of your session partner NETVIEWER ONE2ONE 30 If you would like to use Drag amp Drop to exchange files a small amount of preparation is necessary l Make sure that you are in Watch mode and have remote control rights The symbol in the bar of the Netviewer window tells you if you may exchange files through Drag amp Drop 2 Arrange your screen in a way t
54. session Either session partner consultant or participant can exit the Netviewer session at any time In show mode e Click on the X in the Mini panel In watch mode e Click on the X in the Netviewer window e Or close the Netviewer task in the Windows taskbar Either session partner can also click on Exit in the context menu of the Netviewer icon in the Windows system tray Both session partners will see the Exit dialog C netviewer 5 netviewer onegone The session is now Finished Restart Powered by www netviewer inFa Netviewer will not alter any files or make any other changes to the Q system after exiting a session By default Netviewer will generate a log file on the consultant s system that contains information from the previous session Refer to the section Logging on page 53 NETVIEWER ONE2ONE 42 Restarting Netviewer after exiting a session If you are conducting several Netviewer sessions you will find the restart function in the exit dialog useful Immediately after a session ends it restarts the Netviewer consultant or participant program of course all settings are reset and a new session number is issued e Click on Restart in the Exit dialog Depending on your Restart configuration you will either go back to the Login dialog or directly to the Start dialog NETVIEWER ONE2ONE 43 Functions for the administrator Netviewer user administration With its User manager m
55. t program respectively l As the consultant first start the Netviewer one2one Consultant program NV 020 Consultant EN exe 2 Enter your login data to authenticate yourself in the Login dialog The method of authentication that you agreed on with Netviewer GmbH will determine which login data Netviewer will require when you start a session Authentication What happens after the Consultant program starts method None Start dialogue appears immediately Password The login dialog appears in which you enter your password Exactly one password is defined for your Netviewer one2one User name and The login dialog appears in which you enter your user password name and password The number of possible users is not limited Refer to chapter titled Functions for the administrator on page 44 for additional information about user administration and logging in with user name and password In the login dialog select the option Save login data to save your user name and password locally on your computer The next time you start Netviewer your user name and password will be entered on the login form and you must only confirm by clicking on OK If you use this option you must be certain that no unauthorized persons will have access to your computer and therefore to Netviewer NETVI EWER ONE2ONE 9 9 netviewer onezone Save login data After you log in the start dialog will open From here you can start the session
56. t transmission of the session number Please refer to the Help section of your e mail program for encryption options Using Session planner for invitations If you use the Session planner to prepare and plan your Netviewer sessions you can send an advance invitation to the participant This gives the participant an opportunity to add the session to her schedule and gives her in advance the information she needs to start the session l Open the Session planner through the Start dialog and plan a session as usual 2 Click on the Invitation button Netviewer then attempts to access your e mail program You may see a query from your e mail program that must be acknowledged Send an e mail invitation Mnicabe the Following acc If you use Microsoft Outlook or Lotus Notes 3 The appointment to be sent is now opened in Microsoft Outlook Lotus Notes Enter the recipient of the appointment and add the necessary information such as attachments 4 Send the appointment If the recipient uses a different e mail program the appointment will be automatically converted to a normal e mail If you use a different e mail program 3 The e mail to be sent will be opened in your e mail program Enter the recipient of the e mail and add the necessary information such as attachments 4 Send the e mail If you organize your sessions with the Session planner and use the VoIP function it will be unnecessary to place a telephone call bef
57. tant side I Zoom NETVIEWER ONE2ONE 51 Transfer tab selecting the transfer mode Colour depth in show mode defines the color depth in which you transfer your screen to the participant Additional information about the modes of transfer available in section Transfer mode for screen transfer beginning on page 28 Functions Settings Transfer Users Colour depth in show made Standard mode with automatic colour depth adjustment Reduced 256 colour made Speed optimised made User tab In the Users tab you can define which users may use the profile A newly created profile is available for all users by default 1 Select the desired profile at the left 2 At the right select which users may use the profile When you select Release profile for all users it will be available for every user Functions Settings Transfer Users Here you select the users who can start sessions with this profile as a consultant Release profile For all users groups NY Admin n vuser Sales EMEA Sales USA L Support team NETVIEWER ONE2ONE 52 Administering profiles Creating a new profile l 2 3 4 Click on Profile manager in the start dialog Click on New Enter a designation for the new profile Edit the profile on the Functions Settings Transfer and Users tabs Click on Save Editing an existing profile T 2 Select the profile that you would like to alter Edit the p
58. ters the session the Mini panel shows the consultant the session number and provides the opportunity to send an e mail invitation 310548 Session number n Invite Cb As soon as both session partners are in the session the Mini panel provides the session partner in Show mode the following basic functions e change direction of viewing e activate deactivate remote control SHO WATCH Remote control e extend and retract Control panel Con arr Mini panel tells you Your session partner is currently looking at your screen It is always located in the foreground as long as you shown your screen and cannot be covered by windows or dialogs Positioning Mini panel Mini panel can be positioned freely away from Control panel l Separate the Mini panel by clicking on the red bar and dragging it away from the Control panel with the mouse button held down 2 Position the Mini panel where desired e To return it to its original place simply drag the Mini panel to the Control panel Exit the Netviewer session Edie Extend and retract Control panel d Check the progress of transmission to the session partner Filled with green screen transmission complete and in highest possible quality White striped screen transmission with reduced color depth quality Gray screen transmission incomplete of viewing is shown in yellow The current status is shown in yellow Shows which button serves as securit
59. the session partner makes online communication and cooperation even more personal In the Videoln and VideoOut trays you can view your session partner s video and transmit your own video to him or her A properly installed and connected webcam is required for video transmission Of course your video will be transmitted only with your approval Outside monitoring through the webcam is not possible Video transmission can take place in one direction or simultaneously in both directions e Both session partners have a webcam and see each other in their Videoln trays in order to hold a conversation for example e Only the consultant has a webcam in order to give a sales presentation or similar meeting a more personal atmosphere for example As the video source you can choose between none a picture file or a connected video device e g webcam The most recently used source will always be selected Transmitting your own video l Open the VideoOut tray and make sure the desired video source is selected Transmission of video to the session partner is always initially deactivated 2 Click on on 3 Check the transmitted video and properly align the webcam if necessary If you would like to interrupt transmission and transmit a still image e n the VideoOut tray click on the Pause button To reactivate transmission click on the Activate button Transmitting a static image In addition to transmitting video from a webcam in
60. uced 256 color mode The transferred color depth is limited to 256 colors This mode enables rapid transfer but details are significantly reduced Standard mode with automatic The transferred color depth adjusts to the color depth adjustment connection speed Screen contents are initially transferred in reduced color depth but as soon as no more changes take place the color depth will be increased to true color quality Speed optimized mode The quality of transferred screen contents is high at all times An intelligent process initially compresses the screen contents in order to ensure a high transfer speed As soon as no additional changes take place quality is maximized Functions in watch mode The following functions are available when you look at your session partner s screen Pointer While you are in Show mode use the pointer to draw your session partner s attention to specific areas of the screen for example an incorrect number in a calculation or a button that he or she should click on You do not need remote control rights to do this e Simply click in the Netviewer window or move the mouse cursor while holding the left mouse button depressed Both sides will then see the pointer at this position on the screen It is not possible to control the computer remotely or manipulate data with the pointer Remote control Remote control enables you to control your session partner s computer who is showing his scree
61. ups are administered in Netviewer When the user starts Netviewer authentication will be unnecessary because he has already signed in to the operating system by way of single sign on SSO Only possible if running your own Netviewer Enterprise Server Useful with a large number of user groups and an existing refined method of user administration 44 Users roles and profiles Netviewer user administration is based on the concepts of users roles and profiles What is a user A user is a person or group of people to whom a user name and password has been assigned for the purpose of gaining access to Netviewer The user also has certain rights in the various Netviewer programs The user can be used by several people even simultaneously Therefore if several people have the same requirements you can merge them into a single user Example Create a user called Support who is permitted to start Netviewer one2one and gain access to the Session planner Your entire Support team may use this user What is a role A role corresponds to a right in Netviewer In User manager you assign roles and therefore rights to a user An example is the ability to access the User manager A user may have several roles and a role may be assigned to a variety of users In many cases a combination of roles will be useful For example a user who is authorized to start sessions and use the Session planner What is a profile
62. wer Roles are assigned to users in User manager Security key Key by default F11 that the session partner in show mode can use to immediately revoke from the user in watch mode remote control and drag and drop file transfer rights when remote control is activated Session Netviewer one2one session which the consultant initiates and a participant can enter Also a tray in the control panel with centralized information about the session Session number Six digit number generated randomly by Netviewer that uniquely identifies a session and through which the connection between consultant and participant is established Session password Password that the consultant can define in the Session planner in order to additionally protect the session When logging in to the session the participant must provide the session password Session planner Additional module for planning and organizing Netviewer sessions Only the authorized user has access to the Session planner Show mode The mode in which a user s screen is transferred to the session partner The consultant starts in show mode by default The participant is in watch mode Single sign on System whereby a user must sign on to a system only once to gain access to all programs he is entitled to use Netviewer enables single sign on through AD connection Splash screen Wait window that appears on the screen as Netviewer starts Start dialog Program interface on the consulta
63. when using VoIP is kept in the recording The recording is in the nvl file format a proprietary format of Netviewer GmbH The file can be neither edited nor changed which makes the recording suitable for auditing purposes To play the file you must use Netviewer NetPlayer which contains the common functions of a media player If you are interested in the recording function please speak with your contact at Netviewer Once the recording function is activated Netviewer will generate an nvl file for every session When ordering the function from Netviewer GmbH you can specify where the file will be stored and whether recording is optional or mandatory Netviewer NetPlayer Use NetPlayer to open an nvl file Here you have access to the following functions Play the session recording Pause the playback 4 16x gt Increase up to 16 times normal speed or decrease down to 1 16 the original speed playback speed of the session recording Copies the current recording image to the Windows clipboard NETVIEWER ONE2ONE 54 gt NetPlayer D Netviewer Rekease 0 917 LF 45177 EN re 917 127 10 Ze 17 55 2 TID k 0 x File Play Options Help Th etviemer Desktop Sharing Webcoeferencing Remote Control Microsoft Internet Explorer u iz 181 xl Dee Bewteten Ansicht Fswoken Extras EJ awik O A A suchen Green men CZ D d c4 Bee v Pwecseinzu Urbs CO w E a 1 IM 5 netviewer BE
64. y key to immediately deactivate remote control standard is F11 The Netviewer window In Watch mode the Netviewer window shows you the contents of your partner s screen The Netviewer window operates like a normal window but provides additional functions for your Netviewer session NETVIEWER ONE2ONE 16 CS netviewer ABC AG Extendable menu that provides access to Zoom and Autoscroll functions for adjusting the view of the Netviewer window see page 34 CS netviewer ME Display v ZOOM wv Autoscroll ABC AG Company or consultant name Can be specified when a You currently have the right to transfer files with Switch to Show mode or Watch mode The current Minimize the Netviewer window in the taskbar Reduce maximize the Netviewer window Exit the Netviewer session Netviewer window in the taskbar Netviewer is shown as a task in the Windows taskbar In Watch mode right click on the task to open the context menu and gain access to functions related to customizing the view of Netviewer Zoom Autoscroll Restore Minimize Maximize Close AlE F4 NETVIEWER ONE2ONE 17 The Netviewer icon in the system tray The Netviewer icon in the system tray informs you that Netviewer one2one is currently being used on your computer Right click on the icon to open the context menu and gain access to functions related to the Control panel Panel From left Open Win H gt Ex
65. zed to take part in a session with the Netviewer one2one participant program By default the role for each user is activated and grayed out because the participant program does not require authentication Netviewer one2meet Moderator The user is authorized to start a session with the Netviewer one2meet moderator program NETVIEWER ONE2ONE 46 Participant The user is authorized to take part in a session with the Netviewer one2meet participant program By default the role for each user is activated and grayed out because the participant program does not require authentication Netviewer remote The user receives write access to the computer administration and can create edit and delete host computers The user is authorized to perform a remote session on Ip another computer host The user is authorized to install and start the remote host Using Netviewer s own user administration Creating a new user l In the User manager click on New New 2 In the New user dialog specify the login information for the new user user name and password CS netviewer New user User name Sales USA Password Per Confirm password foe Cancel amp Sales EMEA 3 Click on OK to confirm your entries The user now appears in the list of users at the left 5 Support team 4 Onthe right side click on the roles that the user should have 5 Click on Save in order to save the role assignments to the new Save

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