Onsight Account Manager User Manual
Contents
1. e oesssssseeessss 2 2 Network Requirements 1 e eice ere e eere essere sana nana aaa u naa aura haare naa aan 3 2 1 xw wWcuS DN CU ET 3 3 Logging into OAM for the First TI 1ssccccccccennnnsscesseeeennnensessseeeenannnssees 4 3 1 BOO QING met 4 3 2 we mr a eee 4 4 Administrator s SCUINGS osso 6 4 1 1 Changing the Administrator s My Profile 6 4 1 2 Changing the Administrator s Password 6 4 1 3 Changing the Administrator s Client Settings ssssuus 6 4 1 4 Changing the Administrator s Personal Contacts 7 5 Users and GIOUDS em ee dense 8 5 1 1 Manually Adding Users and Groups 11cccccccccsseeeeeccceeecseeeseeceesessaaeeeseeeseeas 8 5 1 2 Editing Group Policy and Settings ssseeeesssseseeeeee nnne 10 5 1 3 Self Register Users seriei errian RS 10 5 1 4 Des O O o E T 10 5 1 5 Configuring External Contacts 11 6 i i oram 13 6 1 1 Account Information 13 6 1 2 User ACCOUN usse ctae Mta TERR MM E 14 6 1 3 BI ee C 15 6 1 4 SIF ACCOUN S HT 15 6 1 5 Onsight Connect Version Download Control 17 6 1 6 Qe 17 6 1 7 v7 sanesergiaes 19 6 1 8 SIMS GUEST INVIO S MEET Li idee sente sante reset eee ire2. Librestream OAM User Manual Settings 8 Repeat steps 4 to 7 on the Private Server tab if required 9 Save the changes gt Manually Assigning SIP Account to Users SIP Accounts can be assigned when a new User Account is created by checking the Automatically assign a SIP account to this user checkbox SIP Accounts can also be assigned on the User and Groups tab by selecting an existing user by checking the box beside their name and then selecting Assign Restore SIP Account from the More drop down menu The next time the user logs in to Onsight Connect they will begin using their new SIP Account settings 6 1 5 Onsight Connect Version Download Control The OAM Administrator can select which version of Onsight Connect for Windows is available for download by Onsight Connect Users You can select the Latest Published Version or a Specific Version from a drop down list Based on your selection the Users will receive Welcome emails or Guest Invites containing links to download the Version of Onsight Connect for Windows you have chosen If Latest Published Version is selected users will receive notifications at the Onsight Connect login screen when a new version has been published and is ready for download 6 1 6 Client Policy Client Policy allows the OAM Administrator to choose which configuration settings are applied to an Onsight endpoint based on Group membership or an individually assigned User Effective Client Policy GROUPS WITH CL
3. Onsight Account Manager Admin manual Version 7 0 00e I Librestream Librestream Onsight Account Manager Doc 400199 05 September 2015 Information in this document is subject to change without notice Reproduction of this document in any manner whatsoever without the written permission of Librestream is strictly forbidden Copyright 2015 Librestream Technologies Incorporated All rights reserved Name of Librestream Software Onsight Account Manager Copyright Notice Copyright 2015 Librestream Technologies Incorporated All Rights Reserved Patents Notice United States Patent 7 221 386 together with additional patents pending in Canada the United States and other countries all of which are in the name of Librestream Technologies Inc Trademark Notice Librestream the Librestream logo Onsight Onsight Expert Onsight Mobile Onsight Connect Onsight Enterprise Onsight License Manager Onsight TeamLink Onsight Account Manager and Onsight Management Suite are either registered trademarks or trademarks of Librestream Technologies Incorporated in Canada the United States and or other countries All other trademarks are the property of their respective owners Librestream OAM User Manual Onsight Account Manager Overview Table of Contents 1 Onsight Account Manager OvervieW e eer reser einen nnns a annu 2 1 1 Onsight Connect Service Solution Architecture
4. 22 6 1 9 aU SIR HIM M 22 7 Statistics and Events 2 eee eese een an aaa uaa uuaaa n aaa aaa 4 RARE ERR ERR RARE EAR R A48 24 7 1 1 Client ACV M ii tion 24 7 1 2 ER 24 8 Onsight Connect for Windows Installation 24 9 End User License Agreement 121 ecce eere eese eese seen n aaa nana nna a aaa nu 25 10 Librestream Contact Information ceres e eee e erre esee enn ananas 26 Librestream OAM User Manual Onsight Account Manager Overview 1 Onsight Account Manager Overview Onsight Account Manager OAM is a secure online tool for system administrators to centrally manage their Onsight user licenses manage corporate contacts lists and groups and configure user license policies and settings Using OAM administrators can efficiently manage and maintain groups of Onsight users OAM provides tools for three main tasks e Create and Manage User Accounts Onsight Administrators can view and manage the status of their Onsight Connect user license pool such as adding new Onsight Connect users e Create and Manage Global Contacts List The Onsight Global Contact List is a centrally managed contact list that all Onsight users can access e Configure Client Policies and Settings The Onsight Client Policies and Settings are applied to an Onsight endpoint when the user logs in The tasks described are administration
5. Inc 895 Waverley St Suite 110 Winnipeg Manitoba Canada R3T 5P4 General Inquiries Email information librestream com Phone 1 204 487 0612 Fax 1 204 487 0914 Support Email support librestream com Phone 1 204 487 0612 Fax 1 204 487 0914 eee eee Librestream eo 26
6. g location business unit etc Groups allow Client Policies to be applied to the user see section 6 1 5 for details 4 Groups Client Policies can be overridden by the User s Effective Client Policy see A section 6 1 5 for details To Manually create Users and Groups 1 Select the Users and Groups tab 2 To add a custom Group click on the New Group button in the Manage Users and Groups Panel Enter the Group name and Description and then click OK 3 To add a new User click the New User button You will be presented with the Create New User screen similar to the one shown in Figure 4 Librestream OAM User Manual Users and Groups Firefox 6 Onsight Account Manager Kevin Friday My Profile Logout Q sight account manager Home Users and Groups Global Contacts Settings Statistics and Events Create New User Profile User Name onsight com First Name Last Mame Email v Send Welcome Email Initial Password Confirm Password L Generate Temporary Password Client Settings SIP Settings Automatically assign a SIP account to this user Group Membership Member Of 1 Name No data to display Account Expiry Account Expiry User Account Expires Trial Account Expiry Date days Create New User Copyright 2011 2012 Librestream All rights reserved Terms of Use Support Another Innovation by Librestrea
7. import the File 12 Librestream OAM User Manual Settings 6 Settings The OAM Administrator can configure the Settings for each Onsight endpoint to comply with your desired Policies Settings are applied to the endpoint when a user logs in to Onsight Connect e Guest Users can be enabled so that any active Onsight Connect User can invite a Guest for a period of time as defined by the Administrator Guest Users have restricted access to OAM but have full access to the Onsight collaboration experience with the exception of the ability to invite another Guest e SIP Settings are assigned from the Auto Assignment Pool e Onsight Connect version settings can be selected e Client Policies are selected for each endpoint e g Encryption mode e Security settings are assigned such as Password Policy Login Policy and User Account Creation method i All Settings are applied to Onsight endpoints after an Onsight User has been authenticated and authorized by OAM during the login process 6 1 1 Account Information gt To view the current Account Information 1 Choose the Settings tab You will be presented with the Account Information screen shown in Figure 7a Q sight account manager Home Users and Groups External Contacts Statistics and Events Account Information User Accounts SIP Accounts Onsight Connect Client Policy Security Customization Account Information Common Actions Co Name Friday Inc ee 7 Ja Grant Super A
8. level tasks and are not intended for end users of Onsight Connect Many of the tasks involve configuring Client Policy settings and affect the endpoint s ability to function 1 1 Onsight Connect Service Solution Architecture The Onsight Connect Service is a centrally managed subscription based cloud collaboration service An authorized user can log in to Onsight Connect on a Windows PC iPhone iPad and Librestream Onsight Device to begin collaborating Once logged in an Onsight Connect user can securely view and share video images audio and telestration with another Onsight user They can also share audio and video with a 3 party video endpoint that supports Session Initiation Protocol SIP For more information on the full Onsight Connect capabilities review the online documentation at http www librestream com support knowbase html sion SOLUTION ARCHITECTURE Onsight Account Manager Onsight SIP Service Onsight TeamLink provides provides provides Adminstration Call Control Tunneled Firewall User Authentication Configuration Firewall Traversal NAT Traversal when SIP is and Global Directory blocked ol UT EET G Onsight Account Manager Onsight SIP Service Onsight TeamLink ee Librestream Librestream OAM User Manual Network Requirements 2 Network Requirements Onsight software requires HTTPS network protocol to communicate with the Onsight Account Manager HTTPS 443 Web Proxy As set by your Enterprise s
9. 45f11453faf3d5 You will need to create your own User Name and Password When your account has been approved you will receive a confirmation email To begin using Onsight log in to Onsight Connect with the Username and password you created Regards Onsight Account Manager gt Register for an Onsight Connect Account When a new user follows the account Registration URL in the email notice they will see a page similar to the following Account Registration The User Name domain will match your enterprise s Customer domain as configured by Librestream 20 Librestream OAM User Manual Settings Onsight Account Manager Mozilla Firefox File Edit View History Bookmarks Tools Help t3 QUE EU https onsight librestream com Oamadministrator AccountServices Register aspx id librestream com C7 3 Google GJ Onsight Account Manager OAM ADMIN My Profile Site Administration Logout sight account manager Home Users and Groups Global Contacts Settings Statistics and Events Register for an Onsight Account Account Information User Name librestream com Register with a different customer domain Initial Password Confirm Password Profile First Name Last Name Email Account Creation Key IF your administrator has protected new registrations with a password enter it here Rs box below Show another code Figure
10. 9 Register for an Onsight Account 21 Librestream OAM User Manual Settings 6 1 8 SMS Guest Invites If you have subscribed to Enhanced Management Service SMS Guest Invites is enabled it allows users to send Guest invites through an SMS Messaging Service Librestream configures the SMS Settings page for the Customer changes must not be made to these settings please contact Librestream for assistance if you are experiencing any issues with SMS 6 1 9 Message Customization If you have subscribed to Enhanced Management Service Message Customization allows you to customize Email and SMS notices the Onsight Connect users will receive from your Company s Onsight Domain Messages are sent out for the following events e User Account Creation e User Account Deletion e Guest Invitation e Guest Confirmation e Password Reset Request e Password Changed Confirmation OAM defined tags are used to access Company and User specific information for placement in the messages For more information please refer to the Onsight Customization application note 6 1 9 1 Email Customization Email Custom messages will contain both the text and html versions of the message if you choose to include both The User s email reader will determine which version to display E g If HTML is not supported by the email program the TEXT version will be displayed Custom Message add a custom message for your Onsight domain users Company Logo URL add your comp
11. IENT POLICY STANDARD U mcm Policy is applied based CLIENT SERS e User Eine PR O n a U S e r S G ro u e CE Membership Client Policy m e m be rs h p Eu Custom Group 2 e Librestream LA The Effective Client Policy is the policy associate directly with a user If a User belongs to multiple Groups each with its own Client Policy applied the User will be subject to the settings based on the Effective Client Policy 17 Librestream OAM User Manual Settings settings for that user The default Effective Client Policy for a user is to Inherit all settings Each Client Policy category can be set to Inherit Override or Clear To edit the Effective Client Policy for a User go to Edit User Client Policy Set the policy for each setting under Action Inherit applies the Group policy setting to the User This is the Default for each setting when a new User is created Override applies the setting that is configured on the User s Client Policy page not the Group policy Clear do not apply any policy for the settings instead use the current value on the endpoint Users who belong to multiple Groups will have configuration settings applied so that the more restrictive setting is active For example Bob belongs to two groups Sales and Support The Group Sales has Encryption mode set to Off but Support has Encryption set to Auto Therefore when Bob logs in his configuration will be Encryption Auto In order for Bob to receive
12. Server tab set the Server Address to the address provided by your SIP Server Administrator Add the SIP Accounts information for each user by clicking the New button In the Add SIP Account window enter the SIP URI SIP URI username amp sip domain e g user sip librestream com the User Name Password and Transport Repeat steps 4 to 6 on the Private Server tab if required 8 Save the changes gt SIP Settings Shared Account Shared Accounts are used when you have wild card SIP Accounts available for use with Onsight Connect The wildcard SIP Account is first created on the SIP Server then added manually to the OAM SIP Pool for use as Onsight Connect Users are added Each SIP account shares the same authentication name and password but has a unique URI o rore ee qe 1 Acquire your SIP Account information from the SIP Server Administrator The SIP Account information must include the SIP Server Address Authentication name Password Username and SIP Domain Username and SIP Domain are combined to create the SIP URI In the SIP Settings section select Automatically assign SIP accounts to self registered users Set the Auto Assignment Pool to Shared Account On the Public Server tab set the Server Address to the address provided by your SIP Server Administrator set the SIP URI Domain to either Default or Custom If applicable enter the Custom SIP Domain Enter the User Name Password and Transport DU ODA On sce I
13. Standard or per machine Enterprise basis Previous Onsight Connect for Windows versions only supported the Enterprise installation option The Standard installation option was added to enable installations of Onsight Connect by users that do not have Administrator privileges on their Windows PC For Full details on Onsight Connect for Windows Installation see the App Note Onsight Connect for Windows Standard vs Enterprise available at http www librestream com support knowbase html Users who are upgrading to Onsight Connect for Windows v6 1 from version 6 0 or earlier will automatically install the Enterprise version of the software This is due to the fact that all previous versions of Onsight Connect or Onsight Expert used the Enterprise method of installation If you wish to install the Standard version of the software you must first un install the Enterprise version Users who have Administrator privileges will automatically install the Enterprise version of Onsight Connect for Windows 24 Librestream OAM User Manual End User License Agreement 9 EndUser License Agreement This software is licensed under the terms of an End User License Agreement EULA the latest version of which can be found at http www librestream com products termsofuse html 25 Librestream OAM User Manual Librestream Contact Information 10 Librestream Contact Information Website www librestream com Head Office Librestream Technologies
14. You will be presented with the Create New Contact List screen 2 Enter a Name for the list and a Description 3 Select Public or Private to set the accessibility level for the list If selecting Private select the Groups will have access to the list 11 Librestream OAM User Manual Users and Groups gt To add External Contacts manually 1 Click the New Contact button above global contact list You will be presented with the New Contact screen shown below 2 Enter a Name Address and Type for the endpoint you are adding 3 If desired select the Contact List to which you are adding the Contact 4 Click the OK button to save your changes To Import External Contacts 1 Click Import External Contacts button above the global contact list You will be presented with the Import From File screen shown in Figure sion soi d Home Users and Groups External Contacts Settings Statistics and Events Import From File Choose a File to Import Import Mode External Contacts Iv File to Import Browse Upload Supported file formats Onsight Users and Contacts file xml Comma separated values file txt csv CSV Import Instructions Copyright amp 2011 2015 Librestream All rights reserved Terms of Use Support Another Innovation by Librestream Figure 6 Import from File 2 Verify the Import Mode is set to External Contacts 3 Browse to the File to Import 4 Click Upload to
15. a client policy configuration of Encryption Off he could either be removed from the Support group or the Encryption setting could be set to override in Bob s Effective Client policy settings All users in the Onsight Account Domain belong to the All Users group In the example above set the Encryption mode to On in the All Users policy When Bob logs in his configuration would now be Encryption On since it is more restrictive than the Encryption setting in either the Sales or Support Group Since Bob cannot be removed from the All Users group the only way to give him a less restrictive Encryption setting would be to override it in Bob s Effective Client policy settings 1 Onthe Client Policy tab select the Group to which you wish to apply a policy 2 Click the Choose Settings button You will be presented with the Choose Settings screen 18 Librestream OAM User Manual Settings E Choose Settings X User Mode General Prompt for Permissions General Allow GPS Location in Video and Images General Enable Date and Time Overlay Enable Location Overlay Location of Overlay Text Size of Overlay Start video on connection Encryption Mode Maximum Number of Connections Disable recordings and saving snapshots for ALL participants Privacy Mode Disable recordings and saving snapshots for local participant Local Privacy Mode Figure 8 Client Policies Choose Settings 3 Select the appro
16. an Onsight call without requiring any knowledge of the Onsight Connect platform All control during the call is performed by the remotely connected Expert The Expert directs the Field user where to point the camera during the call and controls all other aspects such as video streaming media configuration zoom image capture etc Field Mode features e Make and Receive calls e Global Directory contacts must be added by the Administrator for the Field Mode User e Video streaming Image Capture and Recording is controlled by the remotely connected Expert e Telestration onscreen drawing 6 1 4 SIP Accounts SIP Accounts can be automatically assigned when a User is created they can also be automatically assigned to a User who self registers to OAM using the Registration URL supplied by the Customer Administrator see page 19 When a Customer is hosting their own SIP Server SIP Accounts can be entered into the Auto Assignment Pool using Multiple Accounts or a Shared Account Note that when using a Shared Account the SIP URI 15 Librestream OAM User Manual Settings a k a the SIP address is automatically generated from the SIP URI domain and the User ID associated with the OAM User account The Transport selected TCP or TLS must match the configuration of the SIP Server to which you are registering Accurate date and time on the endpoint is a requirement for TLS Each User can be assigned two SIP accounts one Public one Privat
17. any s logo to the Onsight email notifications Support Desk Contact Information add information on how to contact your Company s Support desk Account Created Subject add a Custom Subject to your Account Creation notification email Account Created Title add a Custom Title to your Account Creation notification email Guest Invitation Subject add a Custom Subject to your Guest Invitation email Guest Invitation Title add a Custom Title to your Guest Invitation email DUO De ois dw oi 22 Librestream OAM User Manual Firefox 7 3 Onsight Account Manager a https onsight librestream com OamAdministrator CustomerAdmin Settings aspx customeremail amp cid 1 fon sight account manager Home Users and Groups Settings Account Information User Accounts SIP Accounts Onsight Connect Client Policy Settings a Ll dam e E Google PB OAM ADMIN My Profile Site Administration Logout Global Contacts Settings Statistics and Events Security Email Customization Email Customization Custom Message Company Logo URL Support Desk Contact Information Account Created Subject Account Created Title Guest Invitation Subject Guest Invitation Title Copyright 2011 2014 Librestream All rights reserved Terms of Use Support v6 4 0 0 Another Innovation by Librestream Figure 10 Email Customization 6 1 9 2 SMS Customizati
18. at User Name user domain com Password Password To avoid unauthorized access to the software you should change this password immediately after logging in for the first time as described in Changing the Administrator s Password in paragraph 4 1 2 on page 6 After successfully logging in you will be taken to the Home page 3 2 Home The OAM Home page provides a Summary of the Users Licenses and Sessions currently assigned and active on the OAM Server as shown in Figure 2 There are direct links to the configuration and status pages for each item in the Summary list as well as access to the pages through the tabs at the top of the page Also on the Home page is a list of current Notifications for the Administrator Notifications appear when a User has registered for an Account and it requires Administrator approval before use can begin Librestream OAM User Manual Logging into OAM for the First Time Firefox GD Onsight Account Manager Kevin Friday My Profile Logout o sight account manager Home Users and Groups Global Contacts Settings Statistics and Events Onsight Account Manager LSDemo Isdemo com Manage Users and Groups reate New User d Summary Create New U Import Users Global Contacts Manage Global Contacts Total users _ Les Guest users w Active users Users awaiting approval by an administrator Expired users Import Global Contacts gt Administration Settings S
19. ctory Users can add them to their personal contact list by searching the Global Directory Once they have been added they are present in the contact list when a user logs in to an Onsight Connect endpoint CSV Import Instructions provides the CSV file format details and is accessible on the Import From File page 5 1 5 Configuring External Contacts By default any user added to OAM is automatically added to the Global Directory To add an External contact that is not an Onsight Connect User such as a third party video conference room click the New Contact or Import buttons Q sight account manager Home Users and Groups External Contacts Settings Statistics and Events External Contacts Manage External Contacts Q Users and groups will automatically appear in a user s Global Directory on an Onsight client endpoint Use this page to create contacts that are not also Onsight users such as external or third party video endpoints New List 2 New Contact JK Add ToList import Refresh Q Name Address Address 2 Onwi 0 ng 0 oO McD12b0 mcd12b0 onsight sip ibrestream com a Teleconference Room x 345 offste location com Copyright 6 2011 2015 Librestream All rights reserved Terms of Use Support Another Innovation by Librestream Figure 5 External Contacts gt To add an External Contacts List manually 1 Click the New List button below the Manage External Contacts title
20. dministrator Access Customer Domain onsightdemo com Change Account Owner Account Owner Kevin Friday Customer Created 12 Jun 2012 5 35 PM UTC Customer Expires 31 Dec 2015 12 00 AM UTC Super Administrator Access Disabled Licenses User Licenses 15 Available Licenses 4 Guest Users v TeamLink Onsight Collaboration Hub Updates Copyright 6 2011 2015 Librestream All rights reserved Terms of Use Support Another Innovation by Librestream Figure 7a Account Information 2 Account Information is listed including your Company Name Customer Domain etc 3 Inthe section labeled Licenses you will see the number of User Licenses Available Licenses and enabled features such as Guest Users TeamLink etc 13 Librestream OAM User Manual Settings 4 Inthe Common Actions section you can Grant Super Administrator Access to Librestream This allows you to specify the number of hours you would like to grant Librestream access to your domain Librestream access is granted for assistance with setup or troubleshooting purposes mee y Onsight Account Manager Grant Super Administrator Access Grant access for 1 amp hours Figure 7b Grant Super Administrator Access D 3 A Once Super Administrator Access has been Granted it can be disabled by pressing Deny Super Administrator Access otherwise it will expire after the set time limit 5 Change Account Owner allows the Onsight Account Manager admin
21. e This is to allow SIP registration depending on network location If a user is internal to the Firewall they will register to the Private Server if they are external to the Firewall they will register to the Public Server Users that only register to a single SIP Server Public or Private need only provide SIP settings for the single server gt SIP Settings Onsight Connect Hosted SIP Service Onsight Connect Hosted SIP Service is used when you have subscribed to use the Onsight Hosted SIP Service The Settings are read only since SIP account information is automatically assigned by Librestream to your OAM domain SIP Accounts are assigned to each user when created by the OAM Administrator SIP Settings Multiple Accounts Multiple Accounts are used when you have a fixed number of SIP Accounts available for use with Onsight Connect Each SIP Account is first created on the SIP Server with a unique authentication name password and URI It is then added manually to the OAM SIP Pool for use as Onsight Connect Users are added 1 Acquire your SIP Account information from the SIP Server Administrator The SIP Account information must include the SIP Server Address Authentication name Password Username and SIP Domain Username and SIP Domain are combined to create the SIP URI In the SIP Settings section select Automatically assign SIP accounts to self registered users Set the Auto Assignment Pool to Multiple Accounts On the Public
22. images and video 8 ifdesired set Disable global directory access to disallow a Guest from searching the Global Contacts Directory Default Disabled I E Guest users can access the Global Directory gt Set Guest Invitation Defaults Set Expiry number of days for the Guest Users Set whether Users can choose the expiry time when inviting guests Default Disabled Set whether Deactivate guest user account when removed from contact list Default Disabled oet whether to Include option for guest to call host immediately Default Enabled 9 f Ie S Set Global Director 1 Set whether Users are public by default Users that do not belong to any Group will be available to everyone in the Global Directory 2 Set whether Contacts are public by default Contacts that do not belong to any Contact List will be available to everyone in the Global Directory 6 1 3 User Mode Onsight Users can be configured to operate in two different views when logging into the Onsight Connect application Expert or Field Mode The Mode is managed by Group Policy or can be applied directly to the user account by using Effective Client Policy Expert mode allows users to access all features of the application when using Onsight Connect for iOS Field mode restricts users so that they have limited access to features While in Field mode the user is guided by the remotely connected expert Field mode provides a simple interface for a new user to join
23. istrator to assign another User as the Account Owner The User must have Onsight Account Manager Administrator privileges before they can be assigned as the Owner 6 1 2 User Accounts gt To set the Default Time Zone 1 Set the Default Time Zone for all User Accounts by selecting the desired zone from the drop down list Librestream Onsight Devices must have the accurate date and time set to use the Onsight Connect Service SSL relies on time date accuracy to perform authentication To enable Guest Users check Allow users to invite guests Default Enabled 1 2 If Advanced Management Service is enabled SMS Invitations is enabled by default This allows users to use text messages for guest invitations 3 Setthe SMS Max Message to User Length to set the number of characters allowed for the SMS message Default 100 14 Librestream OAM User Manual Settings 4 Setthe Password control for Guest Users Guest users must change temporary password on initial login Default Enabled Note You may wish to disable this feature for Guest Users in order to simplify their Onsight Call experience 5 Setthe Default Expiry to the desired number of days Default 1 6 Toallow users to choose the expiry date check Users can choose expiry time when inviting guests Default Disabled 7 If desired set Disable recording of images and video to disallow a Guest from making recordings Default Disabled I E Guest Users can record
24. k on User b In the Common Actions area click on Change Account Type c Select Group Administrator from the Account Type click Change Account Type to apply the change 2 Assign the Group Administrator to the Group a Goto Users and Groups click on the Group to which you wish to assign the Group Administrator Press the Modify button In the Common Actions area click on Group Administrator Select the Group Administrator from the list click OK to apply the change Press Save Dapo 5 1 2 Editing Group Policy and Settings 1 On the Users and Groups tab select the Group you wish to edit and press the Pencil icon 2 In the Common Actions area click on Group Administrators to see a list of assigned Users assigned with Group Administrator privileges You can press Delete the remove the group 3 Select the Members tab to add or remove members from the Group 4 Select the Client Policy tab to configure Group Policy a Select Choose Settings to add the settings you wish to control Select the categories and press OK b Setthe Value for each category and press Save 5 Select the Global Directory tab to control the group visibility and access in the Global Directory a Global Directory Availability controls whether other groups or users can search for the current Group in the Directory Select Private to limit availability to the selected Groups b Global Directory Filter controls whether members of the current Gro
25. m Figure 4 Create New User 4 Enter the Personal Information for the User Select whether to Send Welcome Email or Generate Random Password 5 Check Automatically assign SIP account to user to assign a SIP Account from the Auto Assignment Pool See Settings SIP Settings for details on configuring the Auto Assignment Pool 6 Select the Group Membership for the user 7 To apply your changes click the Create New User button at the bottom of the screen fi Send Welcome email will notify the new user of their Onsight Connect account and how to download and install Onsight Connect i Existing Users can have their SIP Settings assigned or updated from the Auto Assignment Pool by accessing the Users Client Settings page and pressing Auto Assign Update SIP Settings in the Common Actions section gt User Account Type The Account Type indicates what level of access the User has to OAM Standard User No Administration Privileges is allowed to invite Guests if Guest Invites is enabled Librestream OAM User Manual Users and Groups Group Administrator Access to the Group level settings they are a member of i e modify users that are in their group change settings passwords etc create new users within their group Administrator Full Access to OAM and the Company Domain Settings z To Assign a Group Administrator 1 Assign the user Group Administrator privileges a Goto Users and Groups clic
26. on SMS Custom messages are sent when Onsight users use the SMS service to perform the following tasks 1 Guest Invitation 2 Password Reset Request 3 Password Changed Confirmation 23 Librestream OAM User Manual Statistics and Events 7 Statistics and Events Client Activity and Events can be viewed on the Statistics and Events page by the OAM Administrator 7 1 1 Client Activity The Client Activity page tracks user activity on the Onsight Connect Service The Administrator can see who is actively logged in as well as the history of activity 1 Setthe Filter Parameters and click Apply Filter to display the Client Activity 2 Click Refresh to update the list 3 Click Export to save a comma separated file of the report 7 1 2 Events The Events page tracks Administrator activity on OAM as well as Server based event messages 1 Setthe Filter Parameters and click Apply Filter to display the Event Log a The selected Severity options determine what events are logged b Setthe date range for the period you wish to review 2 Click Refresh to update the list 3 Click Export to save a comma separated file of the report 8 Onsight Connect for Windows Installation A new Onsight Connect User is sent a Welcome email that will notify the new user of their Onsight Connect account and how to download and install Onsight Connect for Windows Onsight Connect for Windows version 6 0 and later can be installed on either a per user
27. priate category for each setting and click OK 4 When you are returned to the Client Policies page set the appropriate value for each Category 5 Repeat the process for each Group to which you want to apply a Client Policy i By Setting the Remote Management policy you are able to further configure endpoints by pushing configuration and update packages from Onsight Management Suite i By enabling TeamLink Registration you are automatically turning on TeamLink for each endpoint By enabling Always use TeamLink you are telling the endpoint to use TeamLink even if the SIP ports on the Firewall are open i e tunnel SIP through HTTP S Librestream recommends that Always use TeamLink be disabled and only used on a per endpoint basis for troubleshooting purposes i Client Policies can also be applied to Guest Users Refer to the TeamLink and Firewall Detect Application Note for details on how to configure the Client Policy for TeamLink 6 1 7 Security The OAM Administrator configures Security so that each Onsight Connect endpoint complies with your desired Policies 19 Librestream OAM User Manual Settings 6 Set the Password Policy Minimum Length Minimum Capital Letters and Minimum Non Alpha Characters can be enforced 7 Setthe Login Policy for Maximum Login Attempts and Account Lockout Duration 8 User Account Creation lets the Administrator Allow users to create their own accounts When enabled new users can register for a U
28. s button to search for a Global contact to add to your Personal Contacts list Sr oc SY x Librestream OAM User Manual Users and Groups 5 Users and Groups There are three ways the Administrator can add Users 1 Manually Create New User 2 Have users Register for an account using the OAM Registration web page see paragraph 6 Settings on page 13 You will need to decide if you want users to self register their User Accounts 3 Import User list Contacts xml or csv 5 1 1 Manually Adding Users and Groups Onsight endpoints retrieve User and Group configuration updates from Onsight Account Manager When a user is added to the Onsight Account domain they can be assigned to a Group The five default Groups provided by OAM include e All Users by default includes everyone in the domain Administrators Standard users and Guest users e Standard Users by default includes Standard Users and Administrators Guest users are not included and allows Client Policy configuration e Guest Users by default includes all Guest Users and allows Client Policy configuration e Awaiting Approval used as an indicator of the number of self registered users awaiting Administrator approval Client Policy is not applicable e Administrators indicates the OAM Administrator accounts Client Policy is not applicable The default OAM Groups cannot be deleted The OAM Administrator can create custom Groups based on any logical partitions e
29. security policy Wireless Network 802 11 a b g n Wired Network A wired 10 100 Ethernet port is recommended 2 1 Firewall Configuration If Windows Firewall or other third party firewall software is running on the network where you are attempting to access Onsight Account Manager you may need to add firewall exceptions for the ports listed in Table 1 Table 1 Windows Firewall Exceptions Name Protol Port peser 00 HTTPS TCP 443 Required if remote endpoints will access the package server or Web Service interface over HTTPS If your IIS configuration uses a port other than 443 ensure that you have allowed that port instead Librestream OAM User Manual Logging into OAM for the First Time 3 Logging into OAM for the First Time 3 1 Logging In You will receive your OAM Administration login information from Librestream via an email To login to OAM open a browser and navigate to https onsight librestream com You will be presented with the login screen shown in Figure 1 6 Onsight Account Manager Not logged in Login sight account manager User Name Password Login Register Forgot password Copyright 2011 Librestream Technologies Incorporated All rights reserved Another Innovation by Librestream Figure 1 Logging In to Onsight Account Manager To get started with OAM log in with the user name and password that Librestream provided to you via email in the following form
30. ser Account using the Registration URL The Administrator can decide whether the Administrator must approve new accounts and whether to Notify Administrators by email when an account is registered 9 Click Update to save the changes gt To Self Register Users 1 Enable Allow users to create their own accounts 2 Either enter an Account Creation Key or press Generate Random Key to create the Key if you want Onsight Connect Users to enter additional information for security 3 Setthe Allowed Email Domains if you wish to only allow certain email domains to register to Onsight Connect 4 Enable Administrator must approve new accounts if you want to approve user accounts before they are activated 5 Enable Notify Administrators by email when an account is registered if you want to be notified when users register for an account 6 Sendan email notice with the Registration URL and the Account Creation Key to the list of users who will be self registering See a sample email notice that you can send through your standard email program below 7 Savethe changes gt Sample Self Registration Email Notice Subject Onsight Connect Account Registration Onsight Connect Account Registration is now available please go sign up for your account at the following link Registration URL https onsight librestream com OamAdministrator AccountServices Register aspx id librestream com Account Creation Key fae7eee3750e41c495
31. t Type Account Created Account Expires Last Login Password Changed Active d Administrator 2 Feb 2012 4 12 PM Never 13 Feb 2012 4 13 PM Never Copyright 2011 Librestream Technologies Incorporated All rights reserved Another Innovation by Librestream Figure 3 My Profile 4 1 2 Changing the Administrator s Password gt To change the administrator password 1 Choose My Profile Profile This will take you to the Profile configuration page shown in Figure 2 Locate the Change Password link and enter the new password into both provided fields 3 Click the Change Password button to save your changes 4 1 3 Changing the Administrator s Client Settings gt To change the SIP Server and Cisco Presence settings Choose the Client Settings tab Enter the SIP Server settings you would like to use for the Administrator Account Enter the Cisco Presence settings if applicable Under Client Access Control enable Client Endpoint Administrator to also be granted Endpoint Administrator authorization This setting grants administrator privileges to the user when they login on an Onsight Connect endpoint jp p 2 Librestream OAM User Manual Administrator s Settings 4 1 4 Changing the Administrator s Personal Contacts gt o add Personal Contacts Choose the Personal Contacts tab Click the New button Enter the Name Address and Type for the contact Click OK to save Click the Global Contact
32. tatistics and Events o m Total user licenses h e Available user licenses Active Onsight client sessions g I2 Notifications There are no notifications at this time Copyright 2012 Librestream Technologies Incorporated All rights reserved Another Innovation by Librestream Figure 2 Onsight Account Manager Home page Librestream OAM Use r Manual Administrator s Settings 4 Administrator s Settings 4 1 1 Changing the Administrator s My Profile The Administrator account can be used to login to an Onsight Connect endpoint as a User as well as being used to configure OAM My Profile allows the Administrator to configure their personal settings like any other User Account Once these settings are configured the Administrator can also login to an Onsight endpoint and use it for collaboration Firefox L amp Onsight Account Manager sight account manager My Profile Profile Profile User Name First Name Last Name Email Time Zone Member Of Client Settings Kevin Friday My Profile Logout Home Users and Groups Global Contacts Settings Statistics and Events Personal Contacts Common Actions kevin friday lsdemo com ya Change Password Kevin Fr iday kevin friday librestream com UTC 06 00 Central Time US amp Canada None Account Information Account Status Accoun
33. up can search for non members of the current Group in the Global Directory Select Filtered to limit search visibility for the current group Select the Groups and Contact lists you wish to make available to the current Group Note Contact lists must be created on the External Contacts tab and assigned to Groups before they are available in the Global Directory Filter for the current Group 5 1 3 Self Register Users See Section 6 1 6 5 1 4 Import Users The OAM Aaministrator can import users using a Comma Separated File CSV that was created manually Administrators can also import users from an existing Users and Contacts list created in Onsight Management Suite 10 Librestream OAM User Manual Users and Groups gt To import Users 1 Create the file to import To create a CSV file follow the format outlined in the OAM CSV Import Instructions You can also export a Contacts xml file from Onsight Management Suite Go to Users and Groups click on Import Users Select Users from the Import mode drop down list Select the File to Import click Browse to find the file you are importing Click Upload to import the file or sos I9 Setting Import Personal Contacts in the Import User dialog screen will import all the personal contacts associated with users in the contacts xml file By default only Shared contacts would be imported This places all of the Personal contacts contained in the contacts xml file in the Global dire
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