ClearOne Collaborate Desktop User Manual
COLLABORATE DESKTOP
USER GUIDE
C learOne
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Collaborate Desktop
US E R GUIDE
LE AR ON E DOC UME NT
C
DOC-0074-001 Rev 1.0 - November 2012
© 2012 ClearOne and NetStreams
document may be reproduced in any form or by any means without written
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Information in this document is subject to change without notice.
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© 2012 ClearOne. All Rights Reserved.
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Table of Contents
Chapter 1: Welcome to Collaborate Desktop Help! ........................................ 13
In this Chapter .................................................................................................................................. 13
Welcome to Collaborate Desktop Documentation! ......................................................................... 13
Using the Online Help ...................................................................................................................... 14
Contacting ClearOne Technical Support ......................................................................................... 15
Chapter 2: Starting Collaborate Desktop ........................................................ 17
In this Chapter .................................................................................................................................. 17
Starting Collaborate Desktop ........................................................................................................... 17
Logging into Collaborate Central ..................................................................................................... 18
Changing Your Collaborate Central Password ................................................................................ 19
Collaborate Desktop Setup .............................................................................................................. 20
Multiple IP Address .......................................................................................................................... 21
User Profiles List ............................................................................................................................... 22
Adding a New User Profile ............................................................................................................ 22
Editing a User Profile ..................................................................................................................... 22
Deleting a User Profile ................................................................................................................... 23
Showing Profile List During Collaborate Desktop Startup ............................................................ 23
Chapter 3: Making Videoconferences ............................................................. 25
In this Chapter .................................................................................................................................. 25
Making Videoconferences ................................................................................................................ 25
Starting Videoconferences ............................................................................................................... 26
Manually ........................................................................................................................................ 26
Personal Phone Book .................................................................................................................... 27
Speed Dial ..................................................................................................................................... 27
Online Directory ............................................................................................................................. 27
Chairing an Interactive Multicast ................................................................................................... 27
Participating in an Interactive Multicast ......................................................................................... 28
Watching a Multicast ..................................................................................................................... 28
Audio only Call .............................................................................................................................. 28
Outgoing Call Message .................................................................................................................... 29
Answering Videoconference Calls ................................................................................................... 30
Automatically Accepting Incoming Calls ....................................................................................... 30
Accepting Calls Manually .............................................................................................................. 30
Incoming Call Message .................................................................................................................... 31
Ending a Videoconference ............................................................................................................... 32
Opening the Conference Moderator ................................................................................................ 33
Desktop Sharing ............................................................................................................................... 34
Data Sharing Option ......................................................................................................................... 35
The Conference State ...................................................................................................................... 36
Grabbing Pictures ............................................................................................................................ 37
Collaborate Desktop: User Guide 7
Grabbing Pictures ......................................................................................................................... 37
Saving a Grabbed Picture ............................................................................................................. 37
Telephony Exchange Functions....................................................................................................... 38
Telephony Exchange Functions .................................................................................................... 38
Picking Up a Call For a Specific User ........................................................................................... 39
Picking Up Any Ringing Call ......................................................................................................... 40
Setting Call Forwarding ................................................................................................................. 41
Selecting a Call Forward Destination ............................................................................................ 42
Transferring a Call to Another Contact .......................................................................................... 43
From the Manual Dialer ............................................................................................................. 43
From the Personal Phone Book, Speed Dial, or Online Directory ............................................ 43
Inviting Another Contact Into an Ad-hoc Conference ................................................................... 44
Manually .................................................................................................................................... 44
From the Dialer .......................................................................................................................... 44
Interactive Multicast .......................................................................................................................... 45
Interactive Multicasts ..................................................................................................................... 45
Chairing an Interactive Multicast ................................................................................................... 46
Chairing an Interactive Multicast ............................................................................................... 46
Starting an Interactive Multicast ................................................................................................ 47
Multicast Session Properties ..................................................................................................... 48
Calling Participants to an Interactive Multicast.......................................................................... 49
The Outgoing Tab - Interactive Multicast .................................................................................. 50
The Control Tab - Interactive Multicast ...................................................................................... 51
Ending an Interactive Multicast ................................................................................................. 53
Participating in an Interactive Multicast ......................................................................................... 54
Participating in an Interactive Multicast ..................................................................................... 54
Entering an Interactive Multicast ............................................................................................... 55
Requesting the Floor ................................................................................................................. 56
ClearOne Multicast Viewer ............................................................................................................ 57
ClearOne Multicast Viewer ........................................................................................................ 57
The Multicast Viewer List ........................................................................................................... 58
Chapter 4: Controlling Video ........................................................................... 59
In this Chapter .................................................................................................................................. 59
The Camera Controller ..................................................................................................................... 60
The PTZ Camera Controller ............................................................................................................. 61
Adjusting the Color of the Local Video ............................................................................................. 62
Controlling a Pan / Tilt / Zoom (PTZ) Camera .................................................................................. 63
Preset Camera Positions .................................................................................................................. 64
Saving a Preset Position ............................................................................................................... 64
Moving to a Preset Position ........................................................................................................... 64
Switching Between Video Sources .................................................................................................. 65
Muting the Outgoing Video .............................................................................................................. 66
Adjusting Call Properties .................................................................................................................. 67
Synchronizing Video and Audio .................................................................................................... 67
8 Collaborate Desktop: User Guide
Video Frame Rate / Quality ........................................................................................................... 67
Chapter 5: Controlling Audio........................................................................... 68
In this Chapter .................................................................................................................................. 68
Adjusting the Volume ....................................................................................................................... 69
Muting the Audio .............................................................................................................................. 70
Muting Outgoing Audio ................................................................................................................. 70
Muting Incoming Audio ................................................................................................................. 70
Audio Tuning Wizard ........................................................................................................................ 71
Chapter 6: Application Configuration .............................................................. 73
In this Chapter .................................................................................................................................. 73
Accessing Collaborate Desktop Configuration Settings .................................................................. 74
Calls Settings.................................................................................................................................... 75
Calls Settings ................................................................................................................................. 75
General Settings ............................................................................................................................ 76
Ringing Settings ............................................................................................................................ 78
Multicast Settings .......................................................................................................................... 80
Call Forwarding Settings ............................................................................................................... 82
General Settings ............................................................................................................................... 83
General Settings ............................................................................................................................ 83
User Info Settings .......................................................................................................................... 84
License Details .............................................................................................................................. 85
Shortcuts Settings ......................................................................................................................... 86
Display Settings ............................................................................................................................. 87
Hardware Settings ............................................................................................................................ 88
Hardware Settings ......................................................................................................................... 88
Audio Settings ............................................................................................................................... 89
ISDN Settings ................................................................................................................................ 90
ISDN Adapter Settings .................................................................................................................. 91
Camera Settings ............................................................................................................................ 92
Network Settings .............................................................................................................................. 93
Network Settings ........................................................................................................................... 93
Login Settings................................................................................................................................ 93
Firewall & NAT Settings ................................................................................................................. 95
Directory Settings .......................................................................................................................... 99
SIP Settings ................................................................................................................................. 100
Chapter 7: Setting Up the Dialer ................................................................... 101
In this Chapter ................................................................................................................................ 101
Setting Up the Dialer Overview ...................................................................................................... 101
Adding a Personal Phone Book Contact ....................................................................................... 103
During a Videoconference........................................................................................................... 103
Manually ...................................................................................................................................... 103
Editing a Personal Phone Book Contact ........................................................................................ 104
Personal Phone Book Contact Details ........................................................................................... 105
Collaborate Desktop: User Guide 9
Adding a Picture to a Personal Phone Book Contact .................................................................... 106
From the Grabbed Picture Window............................................................................................. 106
Through the Personal Phone Book Contact Details ................................................................... 106
Deleting a Personal Phone Book Contact...................................................................................... 107
Adding and Removing a Speed Dial Contact ................................................................................ 108
Removing a Speed Dial Contact ................................................................................................. 109
Adding an Online Directory Contact to the Personal Phone Book ................................................ 110
Online Directory Contact Details .................................................................................................... 111
Chapter 8: The Main Viewer .......................................................................... 112
In this Chapter ................................................................................................................................ 112
Normal Mode .................................................................................................................................. 112
Customizing Collaborate Desktop ................................................................................................. 114
Customizing Collaborate Desktop .............................................................................................. 114
Customizing Shortcut Buttons .................................................................................................... 115
Customizing the Shortcut Tray ................................................................................................ 115
Changing a Shortcut's Location in the Shortcut Tray ............................................................. 115
Restoring the Default Shortcut Tray Configuration ................................................................. 115
Shortcuts Settings ....................................................................................................................... 116
General Settings .......................................................................................................................... 117
Resizing the Video Window ............................................................................................................ 118
Resizing the Video Window ......................................................................................................... 118
Normal Mode ............................................................................................................................... 120
Mini Mode .................................................................................................................................... 121
Large Mode ................................................................................................................................. 122
Full Screen Mode ........................................................................................................................ 123
Application Elements...................................................................................................................... 124
Application Elements ................................................................................................................... 124
The Video Window ...................................................................................................................... 125
The Manual Dialer ....................................................................................................................... 126
The Call Log ................................................................................................................................ 128
Dialing a Contact from the Call Log ........................................................................................ 128
Adding a Contact to the Phone Book ..................................................................................... 128
Deleting a Contact from the Call Log ...................................................................................... 129
The Drawer .................................................................................................................................. 130
The Drawer Tab ....................................................................................................................... 130
The Dialer ................................................................................................................................ 131
The Conference Tab ................................................................................................................ 135
The Settings Tab ..................................................................................................................... 136
Main Viewer Menus ..................................................................................................................... 137
Main Viewer Menus ................................................................................................................. 137
The Control Menu .................................................................................................................... 139
The Dialer Menu ...................................................................................................................... 140
The View Menu ........................................................................................................................ 142
The Help Menu ........................................................................................................................ 143
10 Collaborate Desktop: User Guide
Conferencing Controls and Command Buttons ......................................................................... 144
Shortcut Buttons .......................................................................................................................... 146
Chapter 9: Glossary ...................................................................................... 147
Chapter 10: Index ............................................................................................ 149
Collaborate Desktop: User Guide 11
Starting Collaborate Desktop
Setting Up Collaborate Desktop's Configuration
Making Videoconferences
Setting Up the Dialer
Controlling Video
Resizing the Video Window
Controlling Audio
Multi-Party Conferencing with Interactive Multicast
Telephony Exchange Functions
Desktop Sharing
Data Sharing Option
Chapter 1: Welcome to Collaborate Desktop Help!
IN THIS CHAPTER
This chapter introduces the Collaborate Desktop documentation and help services and
includes the following sections:
Welcome to Collaborate Desktop Documentation!
Using the Online Help
Contacting ClearOne Technical Support
WELCOME TO COLLABORATE DESKTOP DOCUMENTATION!
This Help utility explains how to use Collaborate Desktop's features, provides instructions for
participating in conferences, and provides details of videoconferencing concepts so that you
can get the most out of Collaborate Desktop.
To get started, click one of the following topics:
Collaborate Desktop: User Guide 13
USING THE ONLINE HELP
This online help was designed to help you use your ClearOne Collaborate Desktop
videoconferencing system easily and to enjoy its many features.
You can open Help at any time by:
Opening the Help menu near the top of the Main Viewer and selecting:
Contents to open the Table of Contents of topics and procedures. To open a topic,
click the topic.
Index to open the Index of keywords. To open a topic, double-click the keyword or
term.
Search to search for topics containing a specific word or phrase. Enter the word(s)
you need and select List Topics. All topics that contain at least one match for your
word(s) are then listed.
Clicking the ? button to receive information about the open window, dialog box, tab, or
function.
Pressing the <F1> key on your keyboard to receive information about the open window,
dialog box, tab, or function.
14 Collaborate Desktop: User Guide
Page
Type of support
Support Notes
Troubleshoot or receive technical information about specific
ClearOne products.
Downloads
Download a new software release or a free product evaluation.
Demo Numbers
Test your videoconferencing system.
License Key Requests
Request a permanent license key for your organization’s
Collaborate Central(s), if applicable.
CONTACTING CLEARONE TECHNICAL SUPPORT
This Help utility was designed to help you set up Collaborate Desktop and conduct
videoconferences easily so that you can enjoy its many features.
If a situation occurs that is not covered by the Help or the supplied Getting Started Guide,
contact your local ClearOne distributor and request assistance from their ClearOne-trained
technical support department. Please describe the problem, device, and PC operating
system (if applicable), and any other relevant details.
Also, you may access the Technical Support section of the ClearOne website
(http://www.ClearOne.com/customer_support) in order to check its knowledge base or
initiate other customer support processes:
Collaborate Desktop: User Guide 15
Chapter 2: Starting Collaborate Desktop
IN THIS CHAPTER
This chapter explains how to access and set up Collaborate Desktop and includes the
following sections:
Starting Collaborate Desktop
Logging into Collaborate Central
Changing Your Collaborate Central Password
Collaborate Desktop Setup
Multiple IP Address
User Profiles List
STARTING COLLABORATE DESKTOP
Collaborate Desktop's Start procedure varies, depending on whether or not your system will
be in a videoconferencing network managed by Collaborate Central, or if your computer has
more than one IP address defined in its Network configuration.
To start Collaborate Desktop:
1. In the Windows Desktop, double-click the ClearOne Collaborate Desktop icon.
2. According to the relevant situation, perform the rest of the startup procedure:
Your system is managed by Collaborate Central.
Your system is managed by a non-ClearOne gatekeeper or runs in a standalone
configuration (no gatekeeper management).
Is this the first time that you are running Collaborate Desktop? Enter setup
information.
NOTE: If you want Collaborate Desktop to start automatically whenever
your computer starts up, select the Load on Startup (Minimized to Tray)
option when you run Collaborate Desktop for the first time or log into
Collaborate Central for the first time. Afterwards, you can select or
deselect this option in the Display Settings.
Collaborate Desktop: User Guide 17
LOGGING INTO COLLABORATE CENTRAL
Collaborate Central
Login
Name of your computer as listed in Collaborate Central.
Password
If you set a password, the first time you register you must type it
twice for verification.
Gatekeeper
IP address of Collaborate Central. If you do not know it, ask your
system administrator.
Automatic Login
Select to log in automatically to Collaborate Desktop using the
entered login name and password. This setting takes effect from the
next login attempt.
NOTE: This task is only applicable to Collaborate Desktop applications
that support management by ClearOne's Collaborate Central.
When you start Collaborate Desktop, log into Collaborate Central to receive management
and telephony exchange services:
Call Forwarding, Call Pickup, Call Transfer, Invite to Ad-hoc Conference.
Click Connect to complete the login process.
NOTES: If you want to work temporarily without Collaborate Central
management and telephony exchange services, click Cancel. To receive
these features again, you have to log in again.
If you are running Collaborate Desktop for the first time after installation
(or logging into a different Collaborate Central), the Collaborate Desktop
Setup appears. In this dialog box, enter the information required to run
Collaborate Desktop from your specific location.
18 Collaborate Desktop: User Guide
Current Password
Current password that you do not want to use anymore.
New Password
Password that replaces the current one.
Verify Password
Confirmation of the new password.
CHANGING YOUR COLLABORATE CENTRAL PASSWORD
From the Login settings, you may change your password for logging into Collaborate
Central. The next time you log into Collaborate Central, you will need to enter the changed
password.
To change your Collaborate Central login password:
1. In the Control menu, choose Settings.
-or-
Open the Drawer and click the Settings tab.
2. Select the Network tab, choose one of the Collaborate Central profiles, and then click on
the Details button.
3. Click Change Collaborate Central Password. The Collaborate Central Password dialog
box appears, displaying your User Name as it is listed in the Collaborate Central
database and the Collaborate Central Administrator.
4. Change the password information:
5. Click OK.
Collaborate Desktop: User Guide 19
COLLABORATE DESKTOP SETUP
User Information
Enter your first name, last name, company name, and email address.
Items marked with * are mandatory.
Load on Startup
(Minimized to Tray)
Select to open and minimize Collaborate Desktop during your
computer's startup. The Collaborate Desktop icon will appear in the
icon tray at the bottom of the Windows Desktop. This option takes
effect only after restarting your computer.
Tuning Settings
Click Tuning Wizard to test and adjust the level of your microphone
and speakers.
If you are running Collaborate Desktop for the first time after installation, the Collaborate
Desktop Setup dialog box appears. Enter the information required to run Collaborate
Desktop from your specific location.
Click OK to implement the settings and to open the Collaborate Desktop Main Viewer.
20 Collaborate Desktop: User Guide
MULTIPLE IP ADDRESS
If your computer has more than one IP address in its network configuration, you can connect
to these IP addresses. The application will receive the incoming call that was dialed to these
IP addresses.
Collaborate Desktop: User Guide 21
USER PROFILES LIST
A User Profile stores user identification and network connection information, enabling users
to log into Collaborate Desktop under various configurations.
The Profiles List shows all user profiles which have been created for this Collaborate
Desktop. You can add profiles to the program or edit existing ones.
ADDING A NEW USER PROFILE
To add a new user profile:
1. From the Profiles List, click New.
2. In the Profiles Details dialog box, enter a unique Profile Name. To configure the profile, fill
in the appropriate details under the relevant tabs:
3. In the Login tab, define how Collaborate Desktop starts up when this profile is active. For
example, select if Collaborate Desktop operates in Stand Alone mode or logs into
Collaborate Central.
4. In the Firewall/ NAT tab, define your system's identification configuration on the local
network.
5. In the Directory tab, define your system's entry and connection in an online directory.
This tab is only available in Stand Alone mode (in Collaborate Central mode, your system
is automatically registered to any online directories set up by the Collaborate Central
Administrator).
6. In the SIP tab, enter the appropriate details.
7. Click OK. The new profile now appears in the Profiles List.
EDITING A USER PROFILE
To edit a user profile:
1. From the Profiles List, click Details.
2. If needed, change the name of the profile in the Profile Name box.
3. In the Profiles Details dialog box, edit Login, Firewall/NAT, Directory and SIP properties
as needed.
4. Click OK.
22 Collaborate Desktop: User Guide
DELETING A USER PROFILE
To delete a user profile:
1. In the Profiles List, select a profile. The active profile cannot be deleted.
2. Click Delete.
3. Click Yes to confirm.
SHOWING PROFILE LIST DURING COLLABORATE DESKTOP STARTUP
Since user profiles may vary in their login properties (Collaborate Central Mode, Stand Alone,
Gatekeeper, User Name), you can enable the User Profiles List to appear during Collaborate
Desktop's startup. From the list, you then choose which profile will be active initially.
To show the User Profile List during Collaborate Desktop startup:
1. Under the Profiles List, select Show Profiles Dialog On Startup.
2. Click Apply.
Collaborate Desktop: User Guide 23
Chapter 3: Making Videoconferences
IN THIS CHAPTER
Communicating with other parties in videoconferences is, likely, the activity you will do most
in Collaborate Desktop. This chapter provides instructions for:
Making Videoconferences
Starting Videoconferences
Outgoing Call Message
Answering Videoconference Calls
Incoming Call Message
Ending a Videoconference
Opening the Conference Moderator
Desktop Sharing
Data Sharing Option
The Conference State
Grabbing Pictures
Telephony Exchange Functions
Interactive Multicast
MAKING VIDEOCONFERENCES
Communicating with other parties in videoconferences is, likely, the activity you will do most
in Collaborate Desktop.
Click the relevant link for instructions on:
Starting (dialing) a videoconference
Answering an incoming videoconference
Ending (hang up) a videoconference
Collaborate Desktop: User Guide 25
STARTING VIDEOCONFERENCES
NOTE: Before you start a video conference, you must first select (or
verify) the appropriate communication protocol for your connection. The
available protocols are H.323, ISDN, and SIP.
H.323 is selected by default. The protocol is selected from a dropdown
list in the dialup section
NOTE: If your dialup leads to a voice answering system, you can send
DTMF tones (for choice selection) by either typing the desired numbers
on your keyboard, or using the Dial pad available from the call log
section.
You can start videoconferences by several different methods:
MANUALLY
To start a videoconference manually:
1. In the Manual Dialer type the IP address, user number (E.164), or alias of the party you
want to call.
-or-
Select the party from the Manual Dialer's Call Log.
-or-
Open the on-screen dial pad and dial the desired numbers.
2. To dial to an extension that is registered to a specific Gatekeeper, enter the Gatekeeper
IP followed by ^ and the extension no. e.g., 170.50.4.1^1234
3. In the Bandwidth box, choose the bandwidth allotted for this call.
4. Click .
26 Collaborate Desktop: User Guide
PERSONAL PHONE BOOK
To start a videoconference from the Personal Phone Book:
1. In the Dialer menu, click Personal. The Drawer opens to the Personal Phone Book.
2. Double-click the name of the party you want to call.
SPEED DIAL
To start a videoconference from the Speed Dial:
1. Click the Speed Dial button to the left of the Manual Dialer.
-or-
Select Speed Dial from the Dialer menu.
-or-
Open the Drawer, and select the Speed Dial tab.
2. Double-click the name of the party you want to call.
ONLINE DIRECTORY
To start a videoconference from the Online Directory:
1. In the Dialer menu, click Online Directory. The Drawer opens to the Online Directory.
2. Double-click the name of the party you want to call.
CHAIRING AN INTERACTIVE MULTICAST
To start an Interactive Multicast:
1. Check the Multicast settings. If necessary, change them to meet your session's
requirements.
2. In the Dialer menu, click Start Interactive Multicast.
-or-
In the Shortcut tray, click the Multicast button (depending on your shortcut tray's
customization).
The Session Information dialog box appears.
Collaborate Desktop: User Guide 27
3. Set up the next Interactive Multicast according to its specific requirements, and then click
Start.
4. Even though you have not called anyone yet, the Interactive Multicast is now in session.
The Drawer opens to the Chair's Conference Control tab. If the session is available for
third-party viewing, someone with a third-party video viewer can tune in already.
5. Call participants to join in the session. Contacts may also join an open Multicast by
calling the Chair.
PARTICIPATING IN AN INTERACTIVE MULTICAST
To enter an Interactive Multicast
Answer an incoming call from the Chair of an Interactive Multicast.
-or-
Call the IP address of the session after the Interactive Multicast starts.
WATCHING A MULTICAST
To view an Interactive Multicast:
1. In the Dialer menu, click Multicasts.
-or-
In the Shortcut tray, click the Live button (depending on your Shortcut tray's
customization).
2. Double-click the Multicast entry.
-or-
Click on Multicast and then click View.
AUDIO ONLY CALL
Using the Audio-only call option, you can make a regular audio only phone call over IP.
To make an audio only call:
In the Manual Dialer, select Audio Only before initiating the call.
28 Collaborate Desktop: User Guide
Cancel
Click this button to stop dialing and cancel the call.
Redial
Click this button to call the contact again.
Close
Click this button to close the message.
OUTGOING CALL MESSAGE
After you dial another contact, the Outgoing Call message appears. The name of the contact
appears as well as an indication if the contact's side is ringing (Calling) or did not answer
(Rejected).
While the message is open, the following tasks are available:
Collaborate Desktop: User Guide 29
ANSWERING VIDEOCONFERENCE CALLS
When Collaborate Desktop is running but no call is active, you can receive an incoming
videoconference call or audio-only call at any time. An incoming call emits a ringing sound just like an ordinary telephone ring.
AUTOMATICALLY ACCEPTING INCOMING CALLS
In the Call Settings, define if the system automatically accepts incoming calls or to decide
whether to accept or reject each call manually on a call-by-call basis.
To accept incoming calls automatically:
1. Open the Drawer.
2. Click the Settings tab, the Calls tab and then the General tab.
3. Select Auto Answer.
4. Click Apply.
If your system is not in a videoconference, any incoming call will be accepted without
requesting your approval.
ACCEPTING CALLS MANUALLY
If Auto Answer is deselected, you decide whether to accept or reject every incoming
videoconferencing call. When a call arrives, the system rings. The Incoming Call message
states the identity of the caller and provides the choice of accepting or rejecting the call.
To accept or reject an incoming call manually:
In the Incoming Call message, click Accept to receive the call or Reject if you don't want
to answer.
NOTE: If you want to automatically accept all subsequent calls, click
Auto Answer before clicking Accept or Reject.
30 Collaborate Desktop: User Guide
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